I HERRMANN ANESTHESIA FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- I HERRMANN ANESTHESIA FOUNDATION INC (EIN 59-3349331)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2017-08-14
- IRS object ID
- 201712269349302461
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T15:31:39-04:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590548468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURVIS GRAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 NORTH EAST FIRST STREET | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593349331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | I HEERMANN ANESTHESIA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IHEE | BusinessNameControlTxt |
| Phone | 3523314620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13534 NW 7TH RD | AddressLine1Txt |
| City | NEWBERRY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32669 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALIX G PASTIS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3523314620 | PhoneNum |
| Signature | 2017-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY J NEWSOM CPA | PreparerPersonNm |
| PTIN | P00020448 | PTIN |
| Phone | 3523782461 | PhoneNum |
| Preparation | 2017-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | DIETRICH GRAVENSTEIN MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 GLENCOE RD | AddressLine1Txt |
| City | LEWISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $200,983 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO ENCOURAGE AND SUPPORT SCHOLARLY PURSUITS DESIGNED TO ENHANCE THE FIELD OF ANESTHESIA THROUGH CLINICAL, LABORATORY AND EDUCATIONAL RESEARCH & PUBLICATION, THE TEACHING OF ANESTHESIA METHODOLOGY, THEORY & PRACTICE, AND THE ULTIMATE APPLICATION OF SUCH KNOWLEDGE TO PROMOTE THE SAFETY AND WELFARE OF THE PATIENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $27,622 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $21,370 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $6,530 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $227,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $153,601 | PYInvestmentIncomeAmt |
| CY Investment Income | $170,058 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$7,417 | PYOtherRevenueAmt |
| CY Other Revenue | $2,395 | CYOtherRevenueAmt |
| PY Total Revenue | $373,684 | PYTotalRevenueAmt |
| CY Total Revenue | $200,983 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $148,044 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $170,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $4,500 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,809 | PYOtherExpensesAmt |
| CY Other Expenses | $27,509 | CYOtherExpensesAmt |
| PY Total Expenses | $187,853 | PYTotalExpensesAmt |
| CY Total Expenses | $202,009 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $185,831 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,026 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,795,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,478,121 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $326,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $373,393 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,469,107 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,104,728 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENCOURAGE AND SUPPORT SCHOLARLY PURSUITS DESIGNED TO ENHANCE THE FIELD OF ANESTHESIA THROUGH CLINICAL, LABORATORY AND EDUCATIONAL RESEARCH & PUBLICATION, THE TEACHING OF ANESTHESIA METHODOLOGY, THEORY & PRACTICE, AND THE ULTIMATE APPLICATION OF SUCH KNOWLEDGE TO PROMOTE THE SAFETY AND WELFARE OF THE PATIENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $170,000 | ExpenseAmt |
| Grant | $170,000 | GrantAmt |
| Desc | GRANTS TO THE UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE TO FURTHER THE RESEARCH AND DEVELOPMENT IN ANESTHESIA, LONG AND SHORT TERM PAIN MANAGEMENT, WITH A FOCUS ON PATIENT SAFETY, COMFORT AND WELL BEING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,450 | ExpenseAmt |
| Revenue | $22,000 | RevenueAmt |
| Desc | SEMINARS HELD FOR PHYSICIANS, TECHNICIANS, ENGINEERS, ETC., TO DEMONSTRATE AND TEACH TECHNIQUES USED AND NEEDED TO ENSURE AND INCREASE PATIENT SAFETY AND COMFORT AS IT RELATES TO ANESTHESIA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $173,450 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALIX G PASTIS | PersonNm |
| Phone | 3523314620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13534 NW 7TH RD | AddressLine1Txt |
| City | NEWBERRY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32669 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DIETRICH GRAVENSTEIN MD | ||||||
| PRESIDENT | 0.48 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NIKOLAUS GRAVENSTEIN MD | ||||||
| VICE PRESIDE | 1.35 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DONN DENNIS MD | ||||||
| DIRECTOR | 0.29 | Yes (X) | $0 | $0 | $0 | |
| ALIX G PASTIS | ||||||
| SECRETARY | 2.31 | Yes (X) | $4,500 | $0 | $0 | |
| MENELAOS J PASTIS | ||||||
| TREASURER | 0.58 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,500 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $6,530 | AllOtherContributionsAmt |
| Total Contributions | $6,530 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES FOR SEMINARS | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $22,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,128 | TotalRevenueColumnAmt |
| Exclusion | $119,128 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,703 | SecuritiesAmt |
| Other | $25,227 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,703 | SecuritiesAmt |
| Other | $25,227 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,930 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $25,227 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,703 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| MAGELLAN MIDSTREAM | 211110 | $3,119 | $3,119 |
| KINDER MORGAN | 211110 | $2,461 | $2,461 |
| AMERIGAS PARTNERS | 211110 | $1,203 | $1,203 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,388 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$4,388 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,395 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,983 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $27,622 | UnrelatedBusinessRevenueAmt |
| Exclusion | $144,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,000 | TotalAmt |
| Program Services | $170,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,500 | TotalAmt |
| Management And General | $4,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,615 | TotalAmt |
| Management And General | $20,615 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COURSE MATERIALS AND SUPP | $3,450 | $3,450 | |
| FOREIGN DIVIDEND TAX | $2,855 | $2,855 | |
| DUES & SUBSCRIPTIONS EXP | $328 | $328 | |
| LICENSES & PERMITS | $261 | $261 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,009 | TotalAmt |
| Program Services | $173,450 | ProgramServicesAmt |
| Management And General | $28,559 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,794 | BOYAmt |
| EOY | $357,350 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,578,672 | BOYAmt |
| EOY | $3,120,771 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,795,466 | BOYAmt |
| EOY | $3,478,121 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,359 | BOYAmt |
| EOY | $373,393 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,359 | BOYAmt |
| EOY | $373,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,469,107 | BOYAmt |
| EOY | $3,104,728 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,469,107 | BOYAmt |
| EOY | $3,104,728 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,795,466 | BOYAmt |
| EOY | $3,478,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,026 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$473,291 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $109,938 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596002052 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $170,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $170,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | false | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION B, LINE 1 | THE DEPARTMENT OF ANESTHESIOLOGY, WHICH IS WITHIN THE UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE, HAS A GREAT DEAL OF CONTROL AND INFLUENCE OVER THE DAY TO DAY OPERATIONS AND DECISIONS, INCLUDING GRANT MAKING DECISIONS, OF I. HEERMANN ANESTHESIA FOUNDATION, INC. (IHAF). A MAJORITY OF THE DIRECTORS OF IHAF ARE ALSO MEMBERS OF THE DEPARTMENT OF ANESTHESIOLOGY. THE DEPARTMENT OF ANESTHESIOLOGY HAS A SUBSTANTIAL DEGREE OF DIRECTION OVER THE ACTIVITIES OF IHAF. |
| SUPPLEMENTAL INFORMATION | AMENDED RETURN - PART I, LINE 11G(A)(III) HAS BEEN CORRECTED TO REPORT THAT THE UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE IS A TYPE "2" ORGANIZATION. AMENDED RETURN - PART I, LINE 11G(A)(V) HAS BEEN CORRECTED TO REPORT THE TOTAL GRANTS AWARDED TO THE UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE FOR THE CURRENT YEAR. AMENDED RETURN - PART IV, SECTION B, LINE 1 HAS BEEN CHANGED TO REFLECT THE PROPER ANSWER AS WELL AS PROVIDE THE REQUIRED DESCRIPTION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UF COLLEGE OF MEDICINE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100215 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 596002052 | RecipientEIN |
| IRC Section | 170(C) | IRCSectionDesc |
| Cash Grant | $170,000 | CashGrantAmt |
| Purpose Of Grant | ANESTHESIA RESEARCH | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | GRANT APPLICATIONS ARE AWARDED AFTER A RIGOROUS SCREENING FOR MERITORIOUS PROJECTS AS PRESENTED BY THE PRINCIPAL INVESTIGATOR TO THE I. HEERMANN ANESTHESIA FOUNDATION, INC. ("IHAF") SELECTION COMMITTEE, WHICH CONSISTS OF 10 TO 15 ACADEMIC ANESTHESIOLOGISTS FROM THE DEPARTMENT OF ANESTHESIOLOGY AT THE COLLEGE OF MEDICINE/UF. THE UNIVERSITY OF FLORIDA, BOARD OF TRUSTEES, OFFICE OF CONTRACTS & GRANTS, ADMINISTERS THE GRANTS AWARDED IN ACCORDANCE WITH THE AGREED UPON BUDGET FOR THE GRANT APPLYING GOOD BUSINESS PRACTICES WITH THE USUAL CHECKS AND BALANCES CONSISTENTLY APPLIED. FUNDS ARE DISBURSED 50% OF GRANT AMOUNT UPON COMPLIANCE WITH ALL TERMS AND CONDITIONS OF GRANT, INCLUDING, WHERE APPROPRIATE, INTERNAL REVIEW BOARD APPROVAL, WHICH MAY BE A LENGTHY APPROVAL PROCESS. THE BALANCE OF THE GRANT FUNDS ARE DISBURSED TO UF UPON RECEIPT OF A PROGRESS REPORT DETAILING FUND UTILIZATION TO DATE. IN EACH CASE, THE GRANT FUNDS ARE DISBURSED SOLELY AND DIRECTLY TO, AND MONITORED BY, THE OFFICE OF CONTRACTS & GRANTS. UPON COMPLETION OF THE PROJECT OR EXPIRATION OF THE GRANT TERM, UNUSED FUNDS, IF ANY, ARE RETURNED TO IHAF. |
| SCHEDULE I, PAGE 4, PART IV | AMENDED RETURN-FULL ADDRESS FOR UF COLLEGE OF MEDICINE IS NOW REPORTED ALONG WITH THE IRC SECTION. THE AMOUNT OF CASH GRANT HAS BEEN CHANGED TO REFLECT THE CURRENT YEAR GRANT EXPENSE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM B | FORM 990 IS BEING AMENDED TO REPORT UNRELATED BUSINESS INCOME (LOSS) FROM SEVERAL PUBLICLY TRADED PARTNERSHIPS IN WHICH THE TAXPAYER HAS INVESTED. SOME OTHER CHANGES AND UPDATES HAVE BEEN MADE TO ANSWERS TO CERTAIN QUESTIONS. ALL CHANGES TO FORM 990 ITSELF ARE ADDRESSED HERE ON SCHEDULE O. CHANGES, IF ANY, TO ALL OTHER SCHEDULES ARE ADDRESSED IN THE ADDITIONAL INFORMATION ATTACHED TO EACH SCHEDULE. |
| FORM 990 - ORGANIZATION'S MISSION | TO ENCOURAGE AND SUPPORT SCHOLARLY PURSUITS DESIGNED TO ENHANCE THE FIELD OF ANESTHESIA THROUGH CLINICAL, LABORATORY AND EDUCATIONAL RESEARCH & PUBLICATION, THE TEACHING OF ANESTHESIA METHODOLOGY, THEORY & PRACTICE, AND THE ULTIMATE APPLICATION OF SUCH KNOWLEDGE TO PROMOTE THE SAFETY AND WELFARE OF THE PATIENT. |
| FORM 990 | UNRELATED BUSINESS INCOME (UBI) PUBLICLY TRADED PARTNERSHIP (PTP) AMENDED RETURN-PART IX-BOX MARKED TO INDICATE SCH O CONTAINS A RESPONSE AMENDED RETURN-PART IX-GRANT EXPENSE AMOUNT UPDATED TO REMOVE GRANTS REFUNDED TO PART XI AMENDED RETURN-PART IX-ACCOUNTING FEE NOW REPORTED AS OFFICER COMPENSATION |
| FORM 990, PART III | AMENDED RETURN-BOX MARKED TO INDICATE SCHEDULE O CONTAINS A RESPONSE AMENDED RETURN-LN 4A AMOUNTS UPDATED AMENDED RETURN-LN 4E UPDATED |
| FORM 990, PART V | AMENDED RETURN-BOX MARKED TO INDICATE SCHEDULE O CONTAINS A RESPONSE AMENDED RETURN-BOXES 3A AND 3B ARE MARKED AS "YES" |
| FORM 990, PART VI | AMENDED RETURN-LINES 12A-12C HAVE BEEN CORRECTED TO "YES" |
| FORM 990, PAGE 6, PART VI, LINE 2 | DIETRICH GRAVENSTEIN NIKOLAUS GRAVENSTEIN PRESIDENT V. PRESIDENT SIBLINGS DIETRICH GRAVENSTEIN ALIX PASTIS PRESIDENT SECRETARY SIBLINGS NIKOLAUS GRAVENSTEIN ALIX PASTIS V. PRESIDENT SECRETARY SIBLINGS |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED IN MEETINGS AMONG THE OFFICERS AND DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | OFFICERS, DIRECTORS AND GRANT SELECTION COMMITTEE MEMBERS SERVE WITHOUT COMPENSATION FOR SERVICES AND ARE INELIGIBLE TO RECEIVE GRANTS DIRECTLY, AND ARE EXCUSED FROM VOTING ON GRANT AWARDS WHEN INDIRECT BENEFIT IS POSSIBLE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON WRITTEN REQUEST. |
| FORM 990, PART VII | AMENDED RETURN-BOX MARKED TO INDICATE SCHEDULE O CONTAINS A RESPONSE AMENDED RETURN-AVERAGE HOURS PER WEEK HAVE BEEN UPDATED AMENDED RETURN-COMPENSATION REPORTED FOR OFFICER IN COLUMN D |
| FORM 990, PART VIII | AMENDED RETURN-BOX MARKED TO INDICATE SCHEDULE O CONTAINS A RESPONSE AMENDED RETURN-LINE 3 HAS BEEN ADJUSTED TO REPORT UBI ON LINE 11 INSTEAD AMENDED RETURN-LINE 3 HAS BEEN UPDATED TO REPORT AMOUNT AS EXCLUDED INCOME AMENDED RETURN-LN 7 HAS BEEN ADJUSTED TO REPORT GAIN RELATING TO 751 AMENDED RETURN-LN 7 HAS BEEN ADJUSTED TO REPORT CAPITAL GAIN ON SALE OF PTP AMENDED RETURN-LN 11-UNREALIZED GAIN ADJUSTED AND MOVED TO PART XI AMENDED RETURN-LN 11 NOW REPORTS UBI FROM PUBICLY TRADED PARTNERSHIPS AMENDED RETURN-LN 12 UPDATED FOR AMENDED TOTALS |
| FORM 990, PART X | AMENDED RETURN-BOX MARKED TO INDICATE SCHEDULE O CONTAINS A RESPONSE AMENDED RETURN-BOY & EOY CASH MOVED FROM LINE 1 TO LINE 2 |
| FORM 990, PART XI | AMENDED RETURN-BOX MARKED TO INDICATE SCHEDULE O CONTAINS A RESPONSE AMENDED RETURN-LINES 1-3 UPDATED AMENDED RETURN-LN 5 NOW REPORTS UNREALIZED GAIN AMENDED RETURN-LN 9 ADJUSTED FOR PRIOR YEARS GRANTS REFUNDED AMENDED RETURN-LN 9 ADJUSTED FOR BOOK/TAX DIFFERENCE ON SALE OF PTP AMENDED RETURN-LN 10 UPDATED FOR AMENDED TOTALS |
| FORM 990, PART XI, LINE 9 | REFUNDS OF PRIOR YEAR GRANTS 132,393 BASIS ADJUSTMENT FOR INVESTMENTS SOLD 22,455 |
| FORM 990, PART XII | AMENDED RETURN-BOX MARKED TO INDICATE SCHEDULE O CONTAINS A RESPONSE WHILE THE OVERALL METHOD OF ACCOUNTING IS THE CASH BASIS, GRANTS PAYABLE REPRESENT GRANTS AWARDED BUT UNPAID. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF FL COLLEGE OF MED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100215 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596002052 | EIN |
| Primary Activities | UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 170C | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF FL COLLEGE OF MED | ||
| B | $170,000 | CASH VALUE |
| UNIVERSITY OF FL COLLEGE OF MED | ||
| S | $132,393 | CASH VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R HAS BEEN COMPLETED WITH THE AMENDED 990. FORM 990, PART IV, QUESTIONS 34 AND 36 HAVE BEEN CHANGED TO "YES" ON THE AMENDED RETURN. SCHEDULE R, PART V, LINE 2(2) - THE TRANSFER OF FUNDS FROM THE UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE REPRESENTS REFUNDED GRANT MONIES THAT WERE AWARDED AND EXPENSED IN PRIOR YEARS. | ExplanationTxt |