DORIS M CARTER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DORIS M CARTER FAMILY FOUNDATION (EIN 20-0068099)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-24
- IRS object ID
- 201911449349100101
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- 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 | 2019-05-24T07:38:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DIAGONAL RD STE 495 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | 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 | 200068099 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS M CARTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREW ROSIN | InCareOfNm |
| Business Name Control | DORI | BusinessNameControlTxt |
| Phone | 9413592604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 Hillview st | AddressLine1Txt |
| City | sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342393607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW ROSIN | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 9413592604 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD C SEAY | PreparerPersonNm |
| PTIN | P00474326 | PTIN |
| Phone | 7036840600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.79.168.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220191445000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-24 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D7475C48383CD0ED446873B248F9DFC55D88ADE0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 70A486D7636E4D957F9B6BDE340899A099D403D6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,379,958 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,236 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $329,511 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $329,511 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $250,416 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $284,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $942,449 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $284,742 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $644,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $644,489 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,092 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $360 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $43,065 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $43,065 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,341 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,341 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,030 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $121,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $299,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,341 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $345,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $542,342 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,524 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,938 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $409,089 | CorporateStockBOYAmt |
| Corporate Stock EOY | $884,567 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $873,352 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $193,135 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $443,852 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $441,093 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,491,400 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $416,966 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,117,499 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,074,434 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,900,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $403,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $50,575 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $50,575 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,227,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,568,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,379,958 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,227,032 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,568,366 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,227,032 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,568,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,227,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,568,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,227,032 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $345,101 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,572,133 | SubtotalAmt |
| Other Decreases | $3,767 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,568,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AQR MANAGED FUTURES | 2018-01-01 | 2018-12-03 | $12,271 | $13,470 | -$1,199 | -$1,199 | |
| FIDELTY LOW PRICED STOCK | 2018-01-01 | 2018-12-03 | $6,952 | $7,285 | -$333 | -$333 | |
| FIRST EAGLE OVERSEAS | 2018-01-01 | 2018-12-03 | $15,237 | $15,798 | -$561 | -$561 | |
| INVESCO EX TRD FD PFD STK | 2018-06-29 | 2018-12-03 | $13,104 | $13,980 | -$876 | -$876 | |
| ISHARES CORE US AGGREGATE | 2017-09-08 | 2018-01-29 | $4,976 | $5,057 | -$81 | -$81 | |
| ISHARES INC CORE MSCI EMERGING | 2018-06-29 | 2018-12-03 | $26,777 | $29,317 | -$2,540 | -$2,540 | |
| ISHARES TR IBONDS | 2018-06-29 | 2018-12-20 | $42,887 | $42,799 | $88 | $88 | |
| ISHARES TRUST CORE MSCI | 2018-06-29 | 2018-12-03 | $56,989 | $62,367 | -$5,378 | -$5,378 | |
| ISHARES TRUST 1-3 YR TREASURY | 2017-09-08 | 2018-01-29 | $2,508 | $2,539 | -$31 | -$31 | |
| TCW TOTAL RETURN | 2017-12-01 | 2018-01-29 | $5,042 | $5,292 | -$250 | -$250 | |
| ACR MANAGED FUTURES | 2017-02-22 | 2018-12-03 | $8,954 | $9,830 | -$876 | -$876 | |
| CLEARBRIDGE LARGE CAP | 2017-01-01 | 2018-12-03 | $2,640 | $2,228 | $412 | $412 | |
| FIDELITY LOW PRICED STOCK | 2017-01-01 | 2018-12-03 | $8,082 | $8,207 | -$125 | -$125 | |
| FIRST EAGLE OVERSEAS | 2017-01-01 | 2018-12-03 | $16,270 | $16,869 | -$599 | -$599 | |
| INVESCO EX TRD FD PFD STK | 2017-09-08 | 2018-12-03 | $11,606 | $12,853 | -$1,247 | -$1,247 | |
| ISHARES CORE US AGGREGATE | 2016-10-31 | 2018-01-29 | $23,256 | $23,809 | -$553 | -$553 | |
| ISHARES EDGE MSCI | 2016-04-04 | 2018-02-12 | $2,837 | $2,429 | $408 | $408 | |
| ISHARES INC CORE MSCI | 2017-09-08 | 2018-12-03 | $11,923 | $11,232 | $691 | $691 | |
| ISHARES S & P MIDCAP | 2016-02-02 | 2018-02-12 | $1,062 | $743 | $319 | $319 | |
| ISHARES S&P MIDCAP 400 VALUE | 2016-09-28 | 2018-02-12 | $1,983 | $1,610 | $373 | $373 | |
| ISHARES S&P SMALL CAP 600 VALUE | 2016-07-11 | 2018-02-12 | $4,592 | $3,405 | $1,187 | $1,187 | |
| ISHARES S&P 500 GROWTH | 2016-03-02 | 2018-02-12 | $5,571 | $4,016 | $1,555 | $1,555 | |
| ISHARES TR S&P SMALLCAP 600 GR | 2016-02-02 | 2018-02-12 | $1,004 | $681 | $323 | $323 | |
| ISHARES TRUST CORE MSCI | 2017-09-08 | 2018-12-03 | $5,490 | $5,829 | -$339 | -$339 | |
| ISHARES TRUST CORE HIGH DIV | 2016-05-03 | 2018-02-12 | $14,188 | $12,622 | $1,566 | $1,566 | |
| ISHARES TRUST 1-3 YR TREASURY | 2016-09-28 | 2018-01-29 | $10,199 | $10,379 | -$180 | -$180 | |
| TCW TOTAL RETURN | 2016-01-01 | 2018-01-29 | $23,297 | $24,456 | -$1,159 | -$1,159 | |
| TDC PARTNERSHIP | 2009-01-01 | 2018-02-07 | $597,112 | $308,605 | $288,507 | $288,507 | |
| CAPITAL GAIN DIVIDENDS | $5,640 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $284,742 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $175,737 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,991,519 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044028 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $198,194 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,465,892 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057184 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $211,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,362,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062947 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $188,947 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,235,032 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058407 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $158,872 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,291,444 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048268 | DistributionYr5Rt |
| Total Distribution | 0.270834 | TotalDistributionRt |
| Average Distribution | 0.054167 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,184,079 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $226,639 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,423 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $232,062 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $194,341 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,847 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,847 | SubtotalAmt |
| Tax Based On Investment Income | $10,847 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $82 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $82 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $217 | EsPenaltyAmt |
| Tax Due | $10,982 | TaxDueAmt |
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 |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW ROSIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9413592604 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 HILLVIEW ST | AddressLine1Txt |
| City | sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342393607 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| andrew rosin | ||||||||
| 1966 HILLVIEW ST | SARASOTA | FL | 342393607 | trustee | 0 | $16,000 | $0 | $0 |
| nicole c nicholas | ||||||||
| 1966 HILLVIEW ST | SARASOTA | FL | 342393607 | co-trustee | 0 | $0 | $0 | $0 |
| robert carter nicholas | ||||||||
| 1966 hillview st | sarasota | FL | 34239 | co-trustee | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,041,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $306,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,900,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,247,796 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,247,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,184,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,204 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,204 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,847 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,847 | TotalTaxAmt |
| Distributable Before Adj | $198,357 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $198,357 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $198,357 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,341 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $194,341 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $194,341 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $27,463 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,082 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,059 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $105,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,341 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $194,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,016 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,016 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $101,588 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $101,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,447 | ExcessFromYear4Amt |
| Excess From Year3 | $48,082 | ExcessFromYear3Amt |
| Excess From Year2 | $30,059 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | andrew rosin | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 hillview st | AddressLine1Txt |
| City | sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9413592604 | RecipientPhoneNum |
| Form And Info And Materials | no restriction | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | awards made only to 501(c)(3) organizations | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JFCS | |||||||
| 2688 Fruitville Rd | sarasota | FL | 34236 | n/a | PC | general support | $40,000 |
| children's guardian fund | |||||||
| po box 49722 | sarasota | FL | 34230 | n/a | PC | tutoring | $25,000 |
| sparcc sarasota | |||||||
| 2139 main st | sarasota | FL | 34237 | N/A | PC | GENERAL SUPPORT | $17,500 |
| marie selby botanical garden | |||||||
| 811 s palm ave | sarasota | FL | 34236 | N/A | PC | Sponsorship of Warhol Exhibit | $10,000 |
| The FLorida Center | |||||||
| 4620 17th Sr | sarasota | FL | 34245 | none | PC | general support | $20,000 |
| also youth | |||||||
| 1470 blvd of the arts | sarasota | FL | 34236 | none | PC | general support | $10,000 |
| boys & girls clubs of sarasota | |||||||
| 3100 fruitville rd | sarasota | FL | 34237 | n/a | PC | Teen Center | $10,000 |
| sarasota family ymca | |||||||
| 1075 S Euclid Ave | sarasota | FL | 34237 | n/a | PC | thanksgiving dinners | $4,900 |
| Embracing our differences | |||||||
| P O Box 2559 | Sarasota | FL | 34230 | n/a | PC | general support | $10,000 |
| Conservation FOundation | |||||||
| 400 Palmetto Ave | Osprey | FL | 34229 | n/a | PC | general support | $15,000 |
| save our sea birds | |||||||
| 1708 ken thompson pkwy | sarasota | FL | 34236 | n/a | PC | general support | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $250,416 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $284,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $565,394 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $565,394 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF 990-PF | CategoryTxt |
| Amt | $7,200 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| BLDG | 2009-04-19 | $1,671,205 | $373,157 | M39 | $42,850 |
| LAND | 2009-04-19 | $811,795 | L | ||
| AC UNIT | 2014-07-29 | $8,400 | $744 | M39 | $215 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE US AGGREGATE BD | ||
| ISHARES 1-3 YR TREASURY | ||
| ISHARES TRST FLOATING RATE BD | $63,398 | $63,390 |
| TCW TOTAL RETURN BOND | ||
| ISHARES TR FLTG RATE | $251,596 | $249,282 |
| ISHARES IBONDS | $128,858 | $128,421 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY LOW PRICED STOCK | ||
| DELAWARE VALUE FD | $73,219 | $71,451 |
| FIRST EAGLE OVERSEAS | ||
| CLEARBRIDGE LARGE CAP GRTH | $77,469 | $78,970 |
| ET FUNDS | $683,068 | $675,515 |
| VANGUARD REIT ETF | $26,134 | $24,161 |
| POWERSHARES ETF II PREFERRED | ||
| SPDR SERIES TRST BLOOMBERG | $24,677 | $23,255 |
| AQR MANAGED FUTURES |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 20% INTEREST TDC PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MD RECEIVABLE | Desc |
| EOY Book Value | $50,575 | EOYBookValueAmt |
| EOYFMV | $50,575 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSET DECREASE | Desc |
| Amt | $3,767 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| RENTAL - INSURANCE | $1,923 | |
| RENTAL - TAXES | $33,050 | |
| RENTAL - BUSINESS LICENSE | $1,057 | |
| Rent and Royalty Expense | $36,030 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | insurance payment | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER/ADVISOR | CategoryTxt |
| Amt | $11,092 | Amt |
| Net Investment Income | $11,092 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990PF TAXES | $2,900 | |
| FOREIGN TAX PAID | $360 | $360 |