BERMAN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BERMAN FOUNDATION INC (EIN 46-4332181)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201923159349100967
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T11:00:18-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ristorcelli & Associates PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 66th St N | AddressLine1Txt |
| City | Saint Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464332181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERM | BusinessNameControlTxt |
| Phone | 7274334402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GULF BLVD 605 | AddressLine1Txt |
| City | CLEARWATER BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337672797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR BERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7274334402 | PhoneNum |
| Signature | 2019-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy D Ristorcelli | PreparerPersonNm |
| PTIN | P01384776 | PTIN |
| Phone | 7273811200 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.191.225.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 10:59:49 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1453ADC4AFF1EDDB2AB218748F48413D0856A1CA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1453ADC4AFF1EDDB2AB218748F48413D0856A1CA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $240,279 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,963 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,963 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,963 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,990 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,990 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $822 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $2,125 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,125 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,125 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,900 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,078 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $551 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $551 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $63 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,688 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,688 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,688 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,286 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,078 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,561 | CashBOYAmt |
| Cash EOY | $61,443 | CashEOYAmt |
| Cash EOYFMV | $61,443 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $30,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,971 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $105,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $148,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $148,865 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $244,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $240,279 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $244,302 | RetainedEarningBOYAmt |
| Retained Earning EOY | $239,686 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $244,302 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $239,686 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $244,302 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $239,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $244,302 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,616 | ExcessRevenueOverExpensesAmt |
| Subtotal | $239,686 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $239,686 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $139,344 | $0 | $138,736 | $608 | $0 | $0 | $0 | $608 |
| PUBLICLY TRADED SECURITIES | $214 | $0 | $0 | $214 | $0 | $0 | $0 | $214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $822 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,688 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $260,869 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048637 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,948 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $259,021 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034545 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,898 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $266,364 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059685 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,187 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $213,901 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047625 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $147,750 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.190492 | TotalDistributionRt |
| Average Distribution | 0.047623 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $238,657 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,366 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $83 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,449 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,688 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $83 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $83 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $83 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARTHUR BERMAN | IndividualWithBooksNm |
| Phone | 7274334402 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GULF BLVD 605 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337672797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARTHUR BERMAN | ||||||||
| 1200 GULF BLVD 605 | CLEARWATER BEACH | FL | 33767 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BONNIE BERMAN | ||||||||
| 1200 GULF BLVD 605 | CLEARWATER BEACH | FL | 33767 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ESTELLE BERMAN | ||||||||
| 13-B STRATFORD DR E | BOYNTON BEACH | FL | 33436 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS AND RELATED EXPENSES ARE MADE TO PERPETUATE AND ENLARGE THE NOTION OF CHARITABLE GIVING AND ADVANCE EDUCATION AND WELL BEING OF CHILDREN AND FAMILIES | Description1Txt |
| Expenses1 | $12,688 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $127,303 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $242,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $242,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $238,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83 | TotalTaxAmt |
| Distributable Before Adj | $11,850 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,850 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,850 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,688 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,688 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $83 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,605 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,850 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $790 | UndistributedIncomePYAmt |
| Qualifying Distributions | $12,688 | QualifyingDistributionsAmt |
| Applied To Year1 | $790 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48 | RemainingDistriFromCorpusAmt |
| Total Corpus | $48 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $48 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MENORAH MANOR | ||||||
| 255 59TH ST N | ST PETERSBURG | FL | 33710 | PC | MEDICAL HEALTH | $2,378 |
| TEMPLE AHAVAT SHALOM | ||||||
| 1575 CURLEW RD | PALM HARBOR | FL | 34683 | PC | RELIGIOUS SERVICES | $500 |
| STRAZ CENTER FOR PERFORMING ARTS | ||||||
| 1010 N W C MACINNES PLACE | TAMPA | FL | 33602 | PC | CHILDRENS SCHOLARSHIPS | $500 |
| AMERICAN ASSOCIATION OF PHYSICIANS | ||||||
| 5550 W EXECUTIVE DR | TAMPA | FL | 33609 | PC | MEDICAL | $250 |
| RUTH ECKERD HALL | ||||||
| 1111 N MCMULLEN BOOTH RD | CLEARWATER | FL | 33759 | PC | CHILDRENS SCHOLARSHIPS | $200 |
| NOVA SOUTHEASTERN UNIVERSITY | ||||||
| 3301 COLLEGE AVE | FT LAUDERDALE | FL | 33314 | PC | EDUCATION | $250 |
| ST PETERSBURG FREE CLINIC | ||||||
| 863 3RD AVE N | ST PETERSBURG | FL | 33701 | PC | MEDICAL | $500 |
| GULF COAST JEWISH FAMILY SERVICES | ||||||
| 14041 ICOT BLVD | CLEARWATER | FL | 33760 | PC | FOOD BANK | $1,000 |
| DAVE THOMAS FOUNDATION FOR ADOPTION | ||||||
| 716 MT ARYSHIRE BLVD S | COLUMBUS | OH | 43235 | PC | FAMILY SERVICES | $500 |
| FREEDOM SERVICE DOGS OF AMERICA | ||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | PC | SERVICE DOGS | $1,000 |
| JEWISH NATIONAL FUND | ||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | PC | RELIGIOUS | $500 |
| FLORIDA HOLOCAUST MUSEUM | ||||||
| 55 5TH ST S | ST PETERSBURG | FL | 33701 | PC | EDUCATION | $250 |
| RELIGIOUS COMMUNITY SERVICES | ||||||
| 503 S MARTIN LUTHER KING | CLEARWATER | FL | 33755 | PC | FOOD BANK | $1,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||
| PO BOX 2155 | ST PETERSBURG | FL | 33731 | PC | ENDANGERED SPECIES | $500 |
| BOCA HELPING HANDS | ||||||
| 1500 NW 1ST CT | BOCA RATON | FL | 33432 | PC | FAMILY SERVICES | $250 |
| HANLEY FOUNDATION | ||||||
| 700 S DIXIE HWY STE 103 | WEST PALM BEACH | FL | 33401 | PC | ADDICTION EDUCATION | $500 |
| ANIMAL ASIA | ||||||
| 300 BROADWAY STE 32 | SAN FRANCISCO | CA | 94133 | PC | ENDANGERED SPECIES | $150 |
| YAD ELIEZER | ||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | PC | FAMILY SERVICES | $360 |
| SEARCH DOG FOUNDATION | ||||||
| 6800 WHEELER CANYON RD | SANTA PAULA | CA | 92060 | PC | SEARCH AND RESCUE SERVICES | $500 |
| CLEARWATER MARINE AQUARIUM | ||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | PC | PRESERVATION | $100 |
| THE SPRING OF TAMPA BAY | ||||||
| PO BOX 5147 | TAMPA | FL | 33605 | PC | FAMILY SERVICES | $500 |
| DIRECT RELIEF | ||||||
| 6100 WALLACE RECNELL RD | SANTA BARBARA | CA | 93117 | PC | RELIEF EFFORTS | $500 |
| PUPPIES BEHIND BARS | ||||||
| 263 W 38TH ST 4TH FLOOR | NEW YORK | NY | 10018 | PC | SOCIAL SERVICES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,688 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,963 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,990 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,125 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $608 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,686 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | SoldSoldDt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|---|---|---|
| 20SH ISHARES TR RUS 1000 VAL ETF | 2015-02 | Purchased | $1,221 | $1,053 | $168 | ||
| 13SH ISHARES TR RUS 1000 GRW ETF | 2015-02 | Purchased | $1,820 | $1,310 | $510 | ||
| 1SH ISHARES TR RUSSELL 2000 ETF | 2015-02 | Purchased | $156 | $123 | $33 | 2018-03 | |
| 1SH ISHARES TR CORE MSCI EAFE | 2017-01 | Purchased | $65 | $55 | $10 | 2018-03 | |
| 15SH SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | 2015-02 | Purchased | $536 | $596 | -$60 | 2018-05 | |
| 2SH SPDR S&P DIVIDEND ETF | 2015-02 | Purchased | $183 | $159 | $24 | 2018-03 | |
| 20000 BANK OF INDIA NEW YORK, NY | 2018-07 | Purchased | $20,000 | $20,000 | $0 | 2018-10 | |
| 25000 BLUE HILLS BANK BOSTON, MA | 2017-08 | Purchased | $25,000 | $25,000 | $0 | 2018-02 | |
| 25000 COMPASS BK BIRMINGHAM, AL | 2017-08 | Purchased | $25,000 | $25,000 | $0 | 2018-05 | |
| 20000 COMPASS BK BIRMINGHAM, AL | 2018-04 | Purchased | $20,000 | $0 | 2018-06 | $20,000 | |
| 18.977SH THORNBURG STRATEGIC INCOME FUND CLASS C | Purchased | $218 | $221 | -$3 | 2018-11 | ||
| 10000 BANK OF BARODA NEW YORK, NY | 2018-08 | Purchased | $10,000 | $10,000 | $0 | 2018-08 | |
| 25000 GS FINANCE CORP 4Y US EQUIT CONTINGENT COUPON CALLABLE YIE NOTE | 2017-02 | Purchased | $25,000 | $25,006 | -$6 | 2018-08 | |
| 881.993SH THORNBURG STRATEGIC INCOME FUND CLASS C | Purchased | $10,146 | $10,214 | -$68 | 2018-11 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $95,699 | $97,073 |
| EXCHANGE TRADED FUNDS | $52,544 | $51,792 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RAYMOND JAMES & ASSOCIATES INC | Desc |
| Revenue And Expenses Per Books | $2,125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,125 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES & ASSOCIATES INC BROKER FEES | CategoryTxt |
| Amt | $551 | Amt |
| Net Investment Income | $551 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $63 | Amt |
| Net Investment Income | $63 | NetInvestmentIncomeAmt |