DORIS M CARTER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DORIS M CARTER FAMILY FOUNDATION (EIN 20-0068099)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-12
- IRS object ID
- 201802559349100610
- Schema version
- 2017v2.3
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-12T15:30:15-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-14 | 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 | 4.16.241.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220182555000713 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-09-12 | 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 | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,089,807 | 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 |
| Interest On Sav Rev And Expnss | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,716 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $344,324 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $344,324 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $265,767 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,404 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $363,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $363,495 | 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 |
| Other Prof Fees Rev And Expnss | $6,915 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,915 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,449 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $127 | 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 | $2,837 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,837 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,492 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,492 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $108,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $273,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,896 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,524 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $312,864 | CorporateStockBOYAmt |
| Corporate Stock EOY | $409,089 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $475,186 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $108,582 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $193,135 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $191,892 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,491,400 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $373,901 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,160,564 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,117,499 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,900,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $406,029 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $403,785 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $419,205 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,138,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,227,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,089,807 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,138,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,227,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,138,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,227,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,138,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,227,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,138,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,837 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,228,825 | SubtotalAmt |
| Other Decreases | $1,793 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,227,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ISHARES EDGE | 2016-04-04 | 2017-02-22 | $11,344 | $10,186 | $1,158 | $1,158 | |
| ISHARES TRUST | 2016-09-28 | 2017-02-22 | $6,592 | $6,636 | -$44 | -$44 | |
| ISHARES EDGE | 2016-02-02 | 2017-02-22 | $5,648 | $4,863 | $785 | $785 | |
| ISHARES S & P | 2016-02-02 | 2017-02-22 | $8,734 | $7,237 | $1,497 | $1,497 | |
| POWERSHARES EXCH | 2016-02-02 | 2017-02-22 | $2,151 | $2,185 | -$34 | -$34 | |
| CAPITAL GAIN DIVIDENDS | $3,042 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,404 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $198,194 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,465,892 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057184 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $211,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,362,550 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062947 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,947 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,235,032 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $158,872 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,291,444 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048268 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,249 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,144,678 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053503 | DistributionYr5Rt |
| Total Distribution | 0.280309 | TotalDistributionRt |
| Average Distribution | 0.056062 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,991,519 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $223,773 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,699 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $226,472 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $175,737 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,398 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,398 | SubtotalAmt |
| Tax Based On Investment Income | $5,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,580 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,480 | TotalPaymentsAndCreditsAmt |
| Overpayment | $82 | OverpaymentAmt |
| Applied To ES Tax | $82 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | $554,561 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $178,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,319,205 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,052,304 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,052,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,991,519 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,398 | TotalTaxAmt |
| Distributable Before Adj | $194,178 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $194,178 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $194,178 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,737 | 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 | $175,737 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $175,737 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,583 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $31,321 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,082 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $124,045 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $175,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,441 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,441 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $105,604 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $105,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $27,463 | ExcessFromYear3Amt |
| Excess From Year2 | $48,082 | ExcessFromYear2Amt |
| Excess From Year1 | $30,059 | ExcessFromYear1Amt |
| 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 | none required | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | 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 |
|---|---|---|---|---|---|---|---|
| save our seabirds inc | |||||||
| 1708 ken thompson pkwy | sarasota | FL | 34236 | n/a | PC | general support | $20,000 |
| children's guardian fund | |||||||
| po box 49722 | sarasota | FL | 34230 | n/a | PC | tutoring | $10,000 |
| sparcc sarasota | |||||||
| 2139 main st | sarasota | FL | 34237 | N/A | PC | GENERAL SUPPORT | $55,000 |
| marie selby botanical garden | |||||||
| 811 s palm ave | sarasota | FL | 34236 | N/A | PC | Sponsorship of Warhol Exhibit | $25,000 |
| big cat habitat and gulf coast sanctuary | |||||||
| 7101 palmer blvd | sarasota | FL | 34240 | none | PC | general support | $2,500 |
| also youth | |||||||
| 1470 blvd of the arts | sarasota | FL | 34236 | none | PC | general support- GSA summit/seminar | $7,500 |
| 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 |
| Wolf trap foundation | |||||||
| 1635 Trap Road | Vienna | VA | 22182 | n/a | PC | general support | $10,000 |
| Anacostia Watershed Society | |||||||
| 4302 Baltimore Ave | Bladensburg | MD | 20710 | n/a | PC | Storm Drain Mural Project | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,900 | 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 |
| Exclusion | $51 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,714 | 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 | $265,767 | 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 | $6,404 | 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 | $284,936 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $284,936 | 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 |
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 | $330,307 | M39 | $42,850 |
| LAND | 2009-04-19 | $811,795 | L | ||
| AC UNIT | 2014-07-29 | $8,400 | $529 | M39 | $215 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE US AGGREGATE BD | $28,866 | $28,535 |
| ISHARES 1-3 YR TREASURY | $12,918 | $12,745 |
| ISHARES TRST FLOATING RATE BD | $121,602 | $121,917 |
| TCW TOTAL RETURN BOND | $29,749 | $28,695 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY LOW PRICED STOCK | $8,045 | $8,782 |
| DELAWARE VALUE FD | $36,197 | $41,209 |
| FIRST EAGLE OVERSEAS | $17,117 | $18,184 |
| CLEARBRIDGE LARGE CAP GRTH | $37,831 | $44,689 |
| ET FUNDS | $262,116 | $314,284 |
| VANGUARD REIT ETF | $12,751 | $12,613 |
| POWERSHARES ETF II PREFERRED | $12,853 | $12,661 |
| SPDR SERIES TRST BLOOMBERG | $11,829 | $12,802 |
| AQR MANAGED FUTURES | $10,350 | $9,962 |
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 | $403,785 | BookValueAmt |
| EOYFMV | $419,205 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSET DECREASE | Desc |
| Amt | $1,793 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| RENTAL - INSURANCE | $1,741 | |
| RENTAL - TAXES | $32,770 | |
| RENTAL - BUSINESS LICENSE | $981 | |
| Rent and Royalty Expense | $35,492 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | insurance payment | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSET ADDITION | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER/ADVISOR | CategoryTxt |
| Amt | $6,915 | Amt |
| Net Investment Income | $6,915 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990PF TAXES | $4,322 | |
| FOREIGN TAX PAID | $127 | $127 |