CHRIS T SULLIVAN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHRIS T SULLIVAN FOUNDATION INC (EIN 59-3773382)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201933179349100638
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Loans From Officers Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T09:27:51-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593530905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRETT HENDEE PA ATTORNEYS AT LAW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 SOUTH MACDILL AVE SUITE 200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336295218 | 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 | 593773382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS T SULLIVAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 8133217781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 N WESTSHORE BLVD SUITE 750 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS T SULLIVAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8133217781 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRETT HENDEE | PreparerPersonNm |
| PTIN | P00237330 | PTIN |
| Phone | 8132581177 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.110.77.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 14:54:28 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D303F8F5968474B372CDCF4F0E0DC35CF1C1AAED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7BF16ECE4B51DF12B9D60AFCB9978CF5E1DCA0B5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,216,644 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $45,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $201,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,085,838 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,726 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,204 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,859 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $254,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,198 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,911 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,455 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,456 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $61,464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $61,464 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $29,643 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $29,643 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,144 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $31 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,928 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,928 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,460 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,272 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $230,032 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $154,151 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $759,909 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $759,909 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $989,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $914,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$735,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,496 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $420 | CashBOYAmt |
| Cash EOY | $9,420 | CashEOYAmt |
| Cash EOYFMV | $9,420 | CashEOYFMVAmt |
| Acct Rcvbl | $7,365 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,365 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,365 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,365 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,901,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,901,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,143,405 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,252,471 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $52,680 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,056,454 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,056,454 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,214,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,975,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,216,644 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $710,593 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $710,593 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,214,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,264,496 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,214,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,264,496 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,214,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,975,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,214,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$735,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,479,023 | SubtotalAmt |
| Other Decreases | $214,527 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,264,496 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| MERIDIAN HORIZON FUND, L.P. | P | -$2,126 | -$2,126 | ||||
| MERIDIAN HORIZON FUND, L.P. | P | $21,395 | $21,395 | ||||
| MERIDIAN HORIZON FUND, L.P. | P | $1,457 | $1,457 | 2014-04-21 | 2018-12-31 | $2,053,367 | $2,051,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,726 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $869,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,782,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088891 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,163,273 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,120,026 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.127552 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,076,944 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,817,733 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.109694 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,496,078 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,465,892 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.200233 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $358,307 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,853,538 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027876 | DistributionYr5Rt |
| Total Distribution | 0.554246 | TotalDistributionRt |
| Average Distribution | 0.110849 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,244,164 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,135,555 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,515 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,137,070 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $914,060 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,030 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,030 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,030 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,046 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,046 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,016 | OverpaymentAmt |
| Applied To ES Tax | $19,016 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | CTSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | AVA FORNEY | IndividualWithBooksNm |
| Phone | 8133217775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 N WESTSHORE BLVD SUITE 750 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHRIS T SULLIVAN | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 33607 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| ALEXANDER L SULLIVAN | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 33607 | VICE PRES/DIRECTOR | 0.10 | $0 | $0 | $0 |
| ASHLEY M SULLIVAN | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 33607 | SECRETARY/DIRECTOR | 0.10 | $0 | $0 | $0 |
| PATRICIA THOMPSON | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 33607 | EXECUTIVE DIRECTOR | 7.50 | $18,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE COOK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 S BRADFORD AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $61,464 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,325,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,063,819 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,400,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,400,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,244,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $512,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $512,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,030 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $702 | IncomeTaxAmt |
| Total Tax | $3,732 | TotalTaxAmt |
| Distributable Before Adj | $508,476 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $508,476 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $508,476 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $914,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $914,060 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $914,060 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $508,476 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,921,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $586,057 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $707,272 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $386,410 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,601,268 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $914,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $508,476 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $405,584 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,006,852 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,006,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,921,529 | ExcessFromYear4Amt |
| Excess From Year3 | $586,057 | ExcessFromYear3Amt |
| Excess From Year2 | $707,272 | ExcessFromYear2Amt |
| Excess From Year1 | $386,410 | ExcessFromYear1Amt |
| Excess From Current Year | $405,584 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRIS T SULLIVAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A KID'S PLACE | ||||||||
| 1715 LITHIA PINECREST RD | BRANDON | FL | 33511 | N/A | PC | TO MEET THE NEEDS OF FOSTER CHILDREN | $3,000 | |
| ART INTERNATIONAL TRAINING AND RESESARCH INC | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 33607 | N/A | PC | TO SUPPORT ACCELERATED RESOLUTION THERAPY FOR THOSE WHO SUFFER FROM PTS AND OTHER PSYCHOLOGICAL TRAUMAS | $32,000 | |
| BIG BEND HOSPICE FOUNDATION INC | ||||||||
| 1723 MAHAN CENTER BLVD | TALLAHASSEE | FL | 323085428 | N/A | PC | TO PROVIDE COMPASSIONATE CARE TO INDIVIDUALS WITH A LIFE LIMITING ILLNESS | $200 | |
| BLUEGRASS LAND CONSERVANCY | ||||||||
| 380 S MILL STREET SUITE 205 | LEXINGTON | KY | 40508 | N/A | PC | TO PRESERVE THE SCENIC FARMLAND AND NATURAL RESOURCES IN THE BLUEGRASS REGION | $500 | |
| CIGAR FAMILY CHARITABLE FOUNDATION | ||||||||
| PO BOX 2030 | TAMPA | FL | 33601 | N/A | PC | SUPPORT FOR DELIVERING CONSISTENT IMPROVEMENT UPON THE LIVES OF FAMILIIES IN THE DOMINICAN REPUBLIC | $2,000 | |
| COPPERHEAD CHARITIES INC | ||||||||
| 36750 US HWY 19 NORTH | PALM HARBOR | FL | 34684 | N/A | PC | TO SUPPORT VARIOUS LOCAL CAHRITIES | $2,040 | |
| DIAMOND DERBY INC | ||||||||
| 1700 SPRING DRIVE | LOUISVILLE | KY | 40205 | N/A | PC | SUPPORT THE BARNSTABLE BROWN DIABETES & OBESITY CENTER AT THE UNIV OF KENTUCKY | $28,000 | |
| DRUG FREE AMERICA FOUNDATION INC | ||||||||
| 5999 CENTRAL AVENUE SUITE 301 | ST PETERSBURG | FL | 33710 | N/A | PC | SUPPORT FOR THE FIGHT AGAINST THE GROWING OPIOD EPIDEMIC | $5,000 | |
| FARA ENERGY BALL | ||||||||
| PO BOX 26454 | TAMPA | FL | 336236454 | N/A | PC | FUNDING FOR A CURE FOR FRIEDREICH'S ATAXIA | $58,460 | |
| FIRST BAPTIST CHURCH COLLEGE HILL | ||||||||
| 3838 NORTH 29TH STREET | TAMPA | FL | 33610 | N/A | PC | TO SUPPORT THE CHURCH | $500 | |
| FLORIDA COUNCIL ON ECONOMIC EDUCATION | ||||||||
| 501 S DAKOTA AVE STE 1 | TAMPA | FL | 33606 | N/A | PC | TO PREPARE FLORIDA'S YOUNG PEOPLE FOR PERSONAL AND FINANCIAL SUCCESS | $2,500 | |
| FRAMEWORKS OF TAMPA BAY INC | ||||||||
| 402 EAST OAK AVENUE | TAMPA | FL | 33602 | N/A | PC | TO TEACH YOUTH TO MANAGE EMOTIONS, DEVELOP HEALTHY RELATIONSHIPS & MAKE GOOD DECISIONS | $10,000 | |
| GARY KOCH INVITATIONAL PRO-AM | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 336074505 | N/A | PC | TO HELP RAISE MONEY FOR LOCAL CHARITIES | $5,947 | |
| GENERAL TOMMY FRANKS LEADERSHIP INSTITUTE AND MUSEUM | ||||||||
| 507 S MAIN STREET | HOBART | OK | 73651 | N/A | PC | TO ADVANCE THE UNDERSTANDING OF HISTORICAL EVENTS AND ENCOURAGE LEADERSHIP DEVELOPMENT | $5,000 | |
| GOLD SHIELD FOUNDATION INC | ||||||||
| PO BOX 271791 | TAMPA | FL | 33688 | N/A | PC | TO SUPPORT FINANCIAL ASSISTANCE FOR FAMILIES OF FALLEN HEROES | $100 | |
| HORATIO ALGER ASSOCIATION | ||||||||
| 99 CANAL CENTER PLAZA STE 320 | ALEXANDRIA | VA | 22314 | N/A | PC | SUPPORT FOR NEED BASED SCHOLARSHIPS | $115,000 | |
| HOSPICE CARE PLUS | ||||||||
| 208 KIDD DRIVE | BEREA | KY | 40403 | N/A | PC | TO HELP INDIVIDUALS WITH LIFE LIMITING ILLNESS | $200 | |
| JUDEO CHRISTIAN HEALTH CLINIC INC | ||||||||
| 4118 N MACDILL AVE | TAMPA | FL | 33607 | N/A | PC | TO HELP CLINIC PROVIDE FREE QUALITY HEALTHCARE FOR MEDICALLY INDIGENT | $2,500 | |
| LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA INC | ||||||||
| 1101 W SLIGH AVE | TAMPA | FL | 336045958 | N/A | PC | TO SUPPORT THE RESCUE, REHABILITATION AND CARE FOR ANIMALS | $4,550 | |
| MERCY HOME FOR BOYS & GIRLS | ||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | N/A | PC | TO PROVIDE A SAFE PLACE FOR KIDS IN CRISIS TO HEAL | $5,000 | |
| MOFFITT CANCER CENTER FOUNDATION | ||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 336129416 | N/A | PC | TO SUPPORT CANCER RESEARCH AND TREATMENT | $14,442 | |
| MONTEREY PENINSULA FOUNDATION | ||||||||
| ONE LOWER RAGSDALE DR BLDG 3 STE | MONTEREY | CA | 93940 | N/A | PC | TO ASSIST IN IMPROVING THE QUALITY OF LIFE ON THE MONTEREY PENINSULA | $46,500 | 100 |
| NAPLES CHILDREN & EDUCATION FOUNDATION | ||||||||
| 999 VANDERBILT BEACH ROAD SUITE 300 | NAPLES | FL | 34108 | N/A | PC | TO HELP IMPROVE THE LIVES OF UNDERPRIVILEGED AND AT-RISK CHILDREN | $30,250 | |
| NATIONAL PEDIATRIC CANCER FOUNDATION | ||||||||
| 550 W EXECUTIVE DR STE 200 | TAMPA | FL | 33609 | N/A | PC | TO SUPPORT RESEARCH TO ELIMINATE CHILHOOD CANCER | $100 | |
| NAVAL POSTGRADUATE SCHOOL FOUNDATION | ||||||||
| PO BOX 8626 | MONTEREY | CA | 939438626 | N/A | PC | TO HELP SUPPORT INURED VETERANS, MILITARY MEMBERS AND THEIR FAMILIES | $30,200 | |
| ONE COMMUNITY NOW | ||||||||
| 1540 LITTLE ROAD | TRINITY | FL | 34655 | N/A | PC | STAND DOWN - SUPPORT FOR HOMELESS AND AT-RISK VETERANS | $5,000 | |
| PEBBLE BEACH COMPANY FOUNDATION | ||||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | N/A | PC | TO SUPPORT MEANINGFUL WAYS TO IMPACT THE EDUCATIONAL NEEDS OF MONTERY COUNTY YOUTH | $1,300 | |
| PEDIATRIC CANCER FOUNDATION | ||||||||
| 550 W EXECUTIVE DR STE 300 | TAMPA | FL | 33607 | N/A | PC | TO SUPPORT PEDIATRIC CANCER RESEARCH | $5,000 | |
| POSITIVE COACHING ALLIANCE | ||||||||
| 1001 N RENGSTORFF AVE STE 100 | MOUTAIN VIEW | CA | 94043 | N/A | PC | TO SUPPORT YOUTH SPORTS IN DEVELOPING BETTER ATHLETES AND BETTER PEOPLE | $10,000 | |
| SCHOOLS FOR HAITI | ||||||||
| PO BOX 273848 | TAMPA | FL | 33688 | N/A | PC | TO TEACH DISCIPLESHIP, DEVLOPMENT AND DIVERSITY IN HAITI SCHOOLS | $5,000 | |
| SECOND STRIDE | ||||||||
| 7204 HIGHWAY 329 | CRESTWOOD | KY | 40014 | N/A | PC | TO SUPPORT THE CARE OF RETIRED THOROUGHBRED RACEHORSES | $2,250 | |
| SPECIAL OLYMPICS FLORIDA | ||||||||
| 1915 DON WICKHAM DR | CLERMONT | FL | 34711 | N/A | PC | TO SUPPORT SPORTS TRAINING AND COMPETITION TO THOSE WITH INTELLECTUAL DISABILITIES | $250 | |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | ||||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | N/A | PC | TO SUPPORT WOUNDED VETERANS AND THEIR FAMILIES | $4,800 | |
| STARTING RIGHT NOW | ||||||||
| 5328 PRIMOSE LAKE CIRCLE STE A | TAMPA | FL | 33647 | N/A | PC | TO AID HOMELESS UNACCOMPANIED YOUTH | $25,000 | |
| ST PETERSBURG FREE CLINIC | ||||||||
| 863 3RD AVE NORTH | ST PETERSBURG | FL | 337012703 | N/A | PC | TO SUPPORT MENTAL HEALTH TRAINING | $1,500 | |
| TAMPA METROPOLITAN AREA YMCA | ||||||||
| 7910 WILLIE BLACK DR | TAMPA | FL | 33610 | N/A | PC | TO SUPPORT THE FIRST TEE PROGRAM IN TAMPA BAY FOR YOUTH TO LEARN GOLF & VALUES | $33,334 | |
| THE MICHAEL J FOX FOUNDATION | ||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | TO SUPPORT PARKINSON'S RESEARCH | $27,500 | |
| THE PEPIN ACADEMIES FOUNDATION | ||||||||
| 9304 CAMDEN FIELD PKWY | RIVERVIEW | FL | 33578 | N/A | SOUNK | TO SUPPORT PEPIN ADACEMIES PUBLIC, TUITION FREE CHARTER SCHOOLS FOR STUDENTS WITH LEARNING DISABILITIES. | $2,000 | |
| THE V FOUNDATION | ||||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | N/A | PC | TO HELP FUND CANCER RESEARCH | $4,550 | |
| VETERAN'S ALTERNATIVE | ||||||||
| 1750 ARCADIA ROAD | HOLIDAY | FL | 34690 | N/A | PC | TO HELP PROVIDE ALTERNATIVE MODALITIES TO IMPROVE THE QUALITY OF LIFE FOR MILITARY AND VETERANS | $228,436 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $759,909 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,457 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $517 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MERIDIAN HORIZON FUND, L.P. | 523000 | $4,345 | |
| SECTION 965(A) INCOME INCLUSION | $2,507 | ||
| SECTION 951A GILTI | $352 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,345 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $201,974 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,859 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209,178 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11D | FROM K-1 - MERIDIAN HORIZON FUND LP - SECTION 965(A) INCOME INCLUSION |
| 11E | FROM K-1 - MERIDIAN HORIZON FUND LP - SECTION 951(A) GILTI INCOME |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MIKE MEZACK | ||||||
| 1 | 14707 WATERCHASE BLVD | TAMPA | FL | 33626 | $15,000 | Yes (X) |
| C TODD ALLEY | ||||||
| 2 | 184 BALTIC CIRCLE | TAMPA | FL | 33606 | $15,000 | Yes (X) |
| JAMES CHADWICK | ||||||
| 3 | 972 WEEDON DRIVE NE | ST PETERSBURG | FL | 33702 | $15,000 | Yes (X) |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | VEHICLE | AssetDesc |
| Acquired | 2013-12 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2018-11 | SoldDt |
| Gross Sales Price | $32,471 | GrossSalesPriceAmt |
| Basis | $52,680 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$20,209 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 399,296 BLOOMIN' BRANDS, INC. | StockNm |
| EOY Book Value | $3,901,850 | EOYBookValueAmt |
| EOYFMV | $7,143,405 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $4,911 | LegalFeesAmt |
| Net Investment Income | $2,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,456 | DisbursementsCharitablePrpsAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | CHRIS T SULLIVAN | LenderPersonNm |
| Title | PRESIDENT | TitleTxt |
| Loan Original | $710,593 | LoanOriginalAmt |
| Balance Due | $710,593 | BalanceDueAmt |
| Note | 2017-06 | NoteDt |
| Loan Maturity | 2017-06 | LoanMaturityDt |
| Repayment Terms | ZERO INTEREST - PAYABLE ON DEMAND | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | SHORT TERM LOAN TO FACILITATE CHARITABLE CONTRIBUTIONS AND EXPENSES | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $710,593 | ConsiderationFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VEHICLE | $52,680 | $0 | $0 |
| DISTRIBUTION RECEIVABLE | $2,053,367 | $2,053,367 | |
| RECEIVABLE - WC | $3,087 | $3,087 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $214,527 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNET & WEB | $728 | $0 | $728 |
| MERIDIAN HORIZON FUND - INVESTMENT EXPENSES | $37,996 | $37,996 | $0 |
| MERIDIAN HORIZON FUND - 965 (C) DEDUCTION | $1,450 | $1,450 | $0 |
| MERIDIAN HORIZON FUND - MISCELLANEOUS EXPENSE | $14 | $14 | $0 |
| MISCELLANEOUS EXPENSE RELATED TO CHARITIES | $61,544 | $0 | $61,544 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MERIDIAN HORIZON FUND, L.P. | $4,345 | $4,345 | |
| SECTION 965(A) INCOME INCLUSION | $2,507 | $2,507 | $2,507 |
| SECTION 951A GILTI | $352 | $352 | $352 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $61,464 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,464 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES & LICENSES | $61 | $30 | $31 |
| FOREIGN TAX PAID | $1,114 | $1,114 | $0 |
| FEDERAL INCOME TAXES | $3,179 | $0 | $0 |