DORIS M CARTER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DORIS M CARTER FAMILY FOUNDATION (EIN 20-0068099)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201711319349101961
- Schema version
- 2016v3.0
- 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
- Legal Fees 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 | 2017-05-11T12:26:34-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND BEEBE PC | 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 | 2016-01-01 | 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 | 2017-05-10 | 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 | 66.195.210.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54674120171315000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E349C4D5C8E6A1F9E6C90121A5B979C16C86727E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 483B3F99E9CD71719F6CCAA667530D61A598C20D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,493,157 | 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 | $161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,149 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $329,857 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $329,857 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $260,340 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $336,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $337,167 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,127 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,127 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,958 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $43,065 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $43,065 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26,452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,452 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $99,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,727 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,047 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,047 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $258,032 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $471,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,949 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $312,864 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $326,233 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $108,582 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $107,070 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,491,400 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $330,836 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,203,629 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,160,564 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,483,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $409,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $406,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $425,905 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,084,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,138,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,493,157 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,084,420 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,138,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,084,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,138,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,084,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,138,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,084,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,530 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38 | OtherIncreasesAmt |
| Subtotal | $3,138,988 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,138,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQR MANAGED FUTURES FUND | P | 2016-02-01 | 2016-11-16 | $14,518 | $15,900 | -$1,382 | -$1,382 |
| COHEN & STEERS INSTL REALTY | P | 2016-02-01 | 2016-11-23 | $6,935 | $7,231 | -$296 | -$296 |
| ISHARES TRUST CORE MSCI EAFE | P | 2016-02-02 | 2016-05-03 | $1,076 | $999 | $77 | $77 |
| CAPITAL GAIN DIVIDENDS | P | $1,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$528 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $211,662 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,362,550 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062947 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,947 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,235,032 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058407 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $158,872 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,291,444 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048268 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $168,249 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,144,678 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053503 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,741 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,006,310 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048811 | DistributionYr5Rt |
| Total Distribution | 0.271936 | TotalDistributionRt |
| Average Distribution | 0.054387 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,465,892 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $188,499 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,580 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,079 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $200,774 | 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 | $2,580 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,580 | SubtotalAmt |
| Tax Based On Investment Income | $2,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $838 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $838 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,742 | 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 | 1.0 | $16,000 | $0 | $0 |
| nicole c nicholas | ||||||||
| 1966 HILLVIEW ST | SARASOTA | FL | 342393607 | co-trustee | 0.0 | $0 | $0 | $0 |
| robert carter nicholas | ||||||||
| 1966 hillview st | sarasota | FL | 34239 | co-trustee | 0.0 | $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 | $253,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $355,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,908,905 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,518,672 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,518,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,465,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,580 | TotalTaxAmt |
| Distributable Before Adj | $170,715 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,715 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,715 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,774 | 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 | $200,774 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,580 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $198,194 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $199 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,583 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $31,321 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,082 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $170,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,059 | RemainingDistriFromCorpusAmt |
| Total Corpus | $124,244 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $199 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $124,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,583 | ExcessFromYear4Amt |
| Excess From Year2 | $31,321 | ExcessFromYear2Amt |
| Excess From Year1 | $48,082 | ExcessFromYear1Amt |
| Excess From Current Year | $30,059 | ExcessFromCurrentYearAmt |
| 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 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AN ORGANIZATION MUST HAVE A CURRENT 501(C)(3) PUBLIC CHARITY STATUS. GENERALLY, ORGANIZATIONS MUST BE LOCATED IN OR SERVING POPULATIONS OF THE WEST COAST OF FLORIDA OR THE WASHINGTON METRO AREA OF WASHINGTON, DC. THE FOUNDATION REQUIRES THAT RECIPIENTS DESIGN AND CARRY OUT ACTIVITIES TO GIVE BACK TOWARD THEIR COMMUNITIES. THE FOUNDATION WILL SUPPORT SCHOLARSHIPS FOR OUTSTANDING MERIT FOR THE PERFORMING ARTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| sarasota ballet | |||||||
| 5555 n tamiami trail | sarasota | FL | 34243 | N/A | PC | GENERAL SUPPORT | $10,000 |
| mote marine laboratory | |||||||
| 1600 ken thompson pkwy | sarasota | FL | 34236 | N/A | PC | GENERAL SUPPORT | $10,000 |
| save our seabirds inc | |||||||
| 1708 ken thompson pkwy | sarasota | FL | 34236 | n/a | PC | general support | $10,000 |
| coexistence incEmbracing our differences | |||||||
| po box 2559 | sarasota | FL | 34230 | n/a | PC | general support | $15,000 |
| conservation foundation of the gulf coast | |||||||
| 400 palmetto ave | osprey | FL | 34229 | n/a | PC | general support | $15,050 |
| children's guardian fund | |||||||
| po box 49722 | sarasota | FL | 34230 | n/a | PC | general support | $10,000 |
| 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 | general support | $25,000 |
| sarasota garden club | |||||||
| 1131 blvd of the arts | sarasota | FL | 34236 | none | PC | girl scouts & kid's programming | $3,000 |
| big cat habitat and gulf coast sanctuary | |||||||
| 7101 palmer blvd | sarasota | FL | 34240 | none | PC | shade cloths | $10,000 |
| united way suncoast | |||||||
| 5201 w kennedy blvd | tampa | FL | 33609 | none | PC | general support | $10,000 |
| also youth | |||||||
| 1470 blvd of the arts | sarasota | FL | 34236 | none | PC | general support, prom | $5,000 |
| artist series concerts of sarasota | |||||||
| 1226 n tamiami trail ste 300 | sarasota | FL | 34236 | none | PC | general support | $10,000 |
| boys & girls clubs of sarasota | |||||||
| 3130 frutville rd | sarasota | FL | 34237 | n/a | PC | programs | $15,000 |
| brandi's wish | |||||||
| 4557 camino real | sarasota | FL | 34231 | n/a | PC | general support | $10,000 |
| sarasota family ymca | |||||||
| 4630 17th st | sarasota | FL | 34235 | n/a | PC | thanksgiving turkey drive | $7,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,047 | 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 | $161 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,149 | 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 | $260,340 | 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 | -$528 | 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 | $267,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,122 | 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 | $3,200 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | 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 | $287,457 | M39 | $42,850 |
| LAND | 2009-04-19 | $811,795 | L | ||
| AC UNIT | 2014-07-29 | $8,400 | $314 | M39 | $215 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE US AGGREGATE BD | $23,809 | $23,233 |
| ISHARES 1-3 YR TREASURY | $17,015 | $16,890 |
| ISHARES TRST FLOATING RATE BD | $43,201 | $43,476 |
| TCW TOTAL RETURN BOND | $24,557 | $23,471 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY LOW PRICED STOCK | $3,522 | $3,680 |
| DELAWARE VALUE FD | $27,851 | $29,738 |
| FIRST EAGLE OVERSEAS | $12,337 | $11,945 |
| CLEARBRIDGE LARGE CAP GRTH | $23,972 | $25,016 |
| ET FUNDS | $218,871 | $230,306 |
| VANGUARD REIT ETF | $9,287 | $8,996 |
| POWERSHARES ETF II PREFERRED | $12,822 | $12,124 |
| SPDR SERIES TRST BLOOMBERG | $4,202 | $4,428 |
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 | $406,029 | BookValueAmt |
| EOYFMV | $425,905 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE-FOUNDATION | CategoryTxt |
| Legal Fees | $4,127 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,127 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| RENTAL - INSURANCE | $1,755 | |
| RENTAL - TAXES | $23,749 | |
| RENTAL - BUSINESS LICENSE | $948 | |
| Rent and Royalty Expense | $26,452 |
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 | $38 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER/ADVISOR | CategoryTxt |
| Amt | $3,958 | Amt |
| Net Investment Income | $3,958 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990PF TAXES EXT | $2,200 | |
| FOREIGN TAX PAID | $60 | $60 |