GARDIKES FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: GARDIKES FAMILY FOUNDATION INC (EIN 20-0536787)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-10-10
IRS object ID: 201912839349100301
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-10-10T07:17:27-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	310796034	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FLAGEL HUBER FLAGEL	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3400 SOUTH DIXIE DRIVE	AddressLine1Txt
City	DAYTON	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45439	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	200536787	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE GARDIKES FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GARD	BusinessNameControlTxt
Phone	9419668836	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	546 DOVE POINTE	AddressLine1Txt
City	OSPREY	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34229	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ARTHUR GARDIKES	PersonNm
Person Title	PSTD	PersonTitleTxt
Phone	9419668836	PhoneNum
Signature	2019-10-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH M GORDON CPA	PreparerPersonNm
PTIN	P00235515	PTIN
Phone	9372993400	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	66.192.117.202	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-10-10	IPDt
IP Tm	07:25:03	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	B6D84A7A61C67B20515B88501E87ED326494259E	AtSubmissionCreationDeviceId
At Submission Filing Device Id	B6D84A7A61C67B20515B88501E87ED326494259E	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	$182,167	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	$1,253	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,253	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$4,362	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$4,362	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$6,662	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$33,467	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	-$1,047	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,615	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$855	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$150	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,005	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$14,082	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$14,082	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$15,087	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$14,082	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$16,134	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,615	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$68,078	CashBOYAmt
Cash EOY	-$10,094	CashEOYAmt
Cash EOYFMV	-$10,094	CashEOYFMVAmt
Corporate Stock BOY	$78,676	CorporateStockBOYAmt
Corporate Stock EOY	$142,566	CorporateStockEOYAmt
Corporate Stock EOYFMV	$131,417	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$63,582	CorporateBondsBOYAmt
Corporate Bonds EOY	$61,730	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$60,844	CorporateBondsEOYFMVAmt
Total Assets BOY	$210,336	TotalAssetsBOYAmt
Total Assets EOY	$194,202	TotalAssetsEOYAmt
Total Assets EOYFMV	$182,167	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$210,336	UnrestrictedBOYAmt
Unrestricted EOY	$194,202	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$210,336	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$194,202	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$210,336	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$194,202	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$210,336	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$16,134	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$194,202	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$194,202	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
How Acquired	P	HowAcquiredCd
Gross Sales Price	$33,467	GrossSalesPriceAmt
Cost Or Other Basis	$40,129	CostOrOtherBasisAmt
Gain Or Loss	-$6,662	GainOrLossAmt
Gains Minus Excess Or Losses	-$6,662	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$6,662	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$13,748	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$226,155	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.060790	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$13,455	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$229,862	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.058535	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$13,741	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$239,587	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.057353	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$13,050	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$246,749	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.052888	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$13,100	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$240,095	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.054562	DistributionYr5Rt
Total Distribution	0.284128	TotalDistributionRt
Average Distribution	0.056826	AverageDistributionRt
Net Vl Noncharitable Assets	$219,350	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$12,465	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$56	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$12,521	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$14,082	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	$56	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$56	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$56	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$56	TaxDueAmt

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	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	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	N/A	WebsiteAddressTxt
Individual With Books	ARTHUR GARDIKES MD	IndividualWithBooksNm
Phone	9419668836	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	546 DOVE POINTE	AddressLine1Txt
City	OSPREY	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34229	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	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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 (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 GARDIKES MD
546 DOVE POINTE	OSPREY	FL	34229	PRESIDENT/SECRETARY/TREAS.	0.00	$0	$0	$0
JOHN W WEST III
5602 MARQUESAS CIRCLE STE 212	SARASOTA	FL	34233	DIRECTOR	0.00	$0	$0	$0
PETER J GARDIKES
6756 MASEFIELD ST	WORTHINGTON	OH	43085	DIRECTOR	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

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	$202,159	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$20,531	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$222,690	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$222,690	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,340	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$219,350	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,968	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,968	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$56	TaxBasedOnInvestmentIncomeAmt
Total Tax	$56	TotalTaxAmt
Distributable Before Adj	$10,912	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$10,912	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$10,912	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$14,082	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$14,082	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$56	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$14,026	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$10,912	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,238	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$842	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,520	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,042	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,548	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$9,190	TotalExcessDistributionCyovAmt
Qualifying Distributions	$14,082	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$10,912	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,170	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$12,360	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	$1,238	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$11,122	ExcessDistriCyovToNextYrAmt
Excess From Year4	$842	ExcessFromYear4Amt
Excess From Year3	$2,520	ExcessFromYear3Amt
Excess From Year2	$2,042	ExcessFromYear2Amt
Excess From Year1	$2,548	ExcessFromYear1Amt
Excess From Current Year	$3,170	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ARTHUR GARDIKES MD	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AIR FORCE MUSEUM FOUNDATION INC
PO BOX 1903	WRIGHT PATTERSON AFB	OH	45433	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL, SUPPORT	$250
ALL FAITHS FOOD BANK OF SARASOTA FL
8171 BLAIKIE CT	SARASOTA	FL	34240	N/A	OTHER PUBLIC CHARITY	PROVIDE GOODS & SERVICE TO THE POOR	$1,500
ANNUNCIATION GREEK ORTHODOX CATHEDRAL
555 N HIGH ST	COLUMBUS	OH	43215	N/A	OTHER PUBLIC CHARITY	CHRISTIAN PARRISH SUPPORT	$1,000
ANNUNCIATION GREEK ORTHODOX CHURCH
500 NORTH BELMONT PARK	DAYTON	OH	45405	N/A	OTHER PUBLIC CHARITY	CHRISTIAN PARRISH SUPPORT	$1,400
ART CENTER SARASOTA
707 TAMIAMI TRI	SARASOTA	FL	34236	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL, SUPPORT OF POOR	$250
CLASSICAL WSMR
4202 E FOWLER AVE	TAMPA	FL	33620	N/A	OTHER PUBLIC CHARITY	PUBLIC BROADCASTING SUPPORT	$300
DISABLED VETERANS NATIONAL FOUNDATION
4601 FORBES BLVD STE 130	LANHAM	MD	20706	N/A	OTHER PUBLIC CHARITY	MEDICAL SUPPORT	$75
HEIFER INTERNATIONAL
PO BOX 8058	LITTLE ROCK	AR	72203	N/A	OTHER PUBLIC CHARITY	TEACH AND MINISTER TO POOR	$600
MARIE SELBY BOTANICAL GARDENS
811 SOUTH PALM AVE	SARASOTA	FL	34236	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL, SUPPORT	$500
NATIONAL AUDUBON SOCIETY
225 VARICK ST 7TH FLOOR	NEW YORK	NY	10014	N/A	OTHER PUBLIC CHARITY	SUPPORT WILDLIFE CONSERVATION	$105
NATIONAL WILDLIFE FOUNDATION
11100 WILDLIFE CENTER DR	RESTON	VA	20190	N/A	OTHER PUBLIC CHARITY	SUPPORT WILDLIFE CONSERVATION	$350
ORTHODOX CHRISTIAN MISSION
220 MASON MANATEE WAY	ST AUGUSTINE	FL	32086	N/A	OTHER PUBLIC CHARITY	TEACH AND MINISTER TO POOR	$1,300
SALVATION ARMY
PO BOX 1505	VENICE	FL	34284	N/A	OTHER PUBLIC CHARITY	TEACH AND MINISTER TO POOR	$500
SMITHSONIAN INSTITUTE
PO BOX 37012 MRC 513	WASHINGTON	DC	20013	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL, SUPPORT	$90
ST BARBARA GREEK ORTHODOX CHURCH
7671 LOCKWOOD RIDGE RD	SARASOTA	FL	34239	N/A	OTHER PUBLIC CHARITY	CHRISTIAN PARRISH SUPPORT	$3,600
ST JUDE CHILDRENS HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	N/A	OTHER PUBLIC CHARITY	HELP FUND HEALTHCARE NEEDS	$1,500
FLORIDA STATE UNIVERSITY FOUNDATION
325 W COLLEGE AVE	TALLAHASSEE	FL	32301	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL SUPPORT	$250
ST STEPHENS INDIAN MISSION FOUNDATION
PO BOX 278	ST STEPHENS	WY	82524	N/A	OTHER PUBLIC CHARITY	TEACH AND MINISTER TO POOR	$250
WOODLAND CEMETERY ARBORETUM
118 WOODFORD AVE	DAYTON	OH	45409	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL SUPPORT	$250
AARP
600 E ST NW	WASHINGTON	DC	20049	N/A	OTHER PUBLIC CHARITY	EMPOWER AGING POPULATION	$12

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$14,082	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,253	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,362	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$6,662	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$5,615	ExclusionAmt
Related Or Exempt Function Incm	-$6,662	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$1,047	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3)
4	INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3)
8	INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3)

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	CategoryTxt
Amt	$855	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$61,730	EOYBookValueAmt
EOYFMV	$60,844	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$142,566	EOYBookValueAmt
EOYFMV	$131,417	EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES - MERRILL LYNCH	CategoryTxt
Amt	$150	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt