BERMAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BERMAN FOUNDATION INC (EIN 46-4332181)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-15
- IRS object ID
- 202532889349100908
- Schema version
- 2024v5.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T13:04:18-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593009820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISTORCELLI & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6570 30TH AVE N | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464332181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERM | BusinessNameControlTxt |
| Phone | 7274334402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GULF BLVD 605 | AddressLine1Txt |
| City | CLEARWATER BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337672797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR BERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7274334402 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy D Ristorcelli | PreparerPersonNm |
| PTIN | P01384776 | PTIN |
| Phone | 7273811200 | PhoneNum |
| Preparation | 2025-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $193,787 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $801 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $801 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,051 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,051 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,525 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,250 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $170 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,606 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,187 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,187 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,495 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $74,610 | CorporateStockBOYAmt |
| Corporate Stock EOY | $117,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $127,112 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,006 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,093 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,180 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $185,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,915 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $193,787 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $185,642 | RetainedEarningBOYAmt |
| Retained Earning EOY | $183,915 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $185,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,915 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $185,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $183,915 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $185,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,727 | ExcessRevenueOverExpensesAmt |
| Subtotal | $183,915 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $183,915 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,051 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,051 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $1,051 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,051 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $47 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | FL | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARTHUR BERMAN | IndividualWithBooksNm |
| Phone | 7274334402 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GULF BLVD 605 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337672797 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR BERMAN | ||||||||
| 1200 GULF BLVD 605 | CLEARWATER BEACH | FL | 33767 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BONNIE BERMAN | ||||||||
| 1200 GULF BLVD 605 | CLEARWATER BEACH | FL | 33767 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ESTELLE BERMAN | ||||||||
| 13-B STRATFORD DR E | BOYNTON BEACH | FL | 33436 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS AND RELATED EXPENSES ARE MADE TO PERPETUATE AND ENLARGE THE NOTION OF CHARITABLE GIVING AND ADVANCE EDUCATION AND WELL BEING OF CHILDREN AND FAMILIES | Description1Txt |
| Expenses1 | $5,187 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $193,728 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $193,728 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $190,822 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,541 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,541 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47 | TotalTaxAmt |
| Distributable Before Adj | $9,494 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,494 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,494 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,187 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,187 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,494 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,306 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,306 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,187 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,306 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,306 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPCA | ||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | PC | ANIMAL SERVICES | $250 |
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | PC | NATIONAL FOOD BANK | $180 |
| EPILEPSY FOUNDATION | ||||||
| 3540 CRAIN HWY STE 675 | BOWIE | MD | 20716 | PC | HEALTH EDUCATION & RESEARCH | $250 |
| FRIENDSHIP CIRCLE | ||||||
| 816 EASTERN PKWY | BROOKLYN | NY | 11213 | PC | CHILD SPECIAL NEEDS | $50 |
| FOUR SEASONS HOSPICE | ||||||
| 211 N MAIN ST | HENDERSONVILLE | NC | 28792 | PC | HOSPICE CARE | $5 |
| ALCOHOLICS ANONYMOUS | ||||||
| PO BOX 459 | NEW YORK | NY | 10163 | PC | ADDICTION TREATMENT | $100 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | PC | CANCER RESEARCH | $100 |
| THE JEWISH AGENCY FOR ISRAEL | ||||||
| 633 THIRD AVE 21ST FLOOR | NEW YORK | NY | 10017 | PC | CULTURAL ENRICHMENT | $322 |
| FRIENDS OF YAD SARAH | ||||||
| 445 PARK AVE STE 1702 | NEW YORK | NY | 10022 | PC | HEALTH & HOME CARE SERVICES | $180 |
| FRIENDS OF PANTHERTOWN | ||||||
| 116 CENTRAL ST | SYLVA | NC | 28779 | PC | CONSERVATION | $100 |
| METROPOLITAN MINISTRIES | ||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | PC | FOOD BANK | $500 |
| SEASIDE SEABIRD SANCTUARY | ||||||
| 18328 GULF BLVD | INDIAN SHORES | FL | 33785 | PC | ANIMAL SERVICES | $250 |
| MIND BODY AWARENESS PROJECT | ||||||
| 465 ELWOOD AVE | OAKLAND | CA | 94610 | PC | MENTAL HEALTH SERVICES | $100 |
| FLORIDA HOLOCAUST MUSEUM | ||||||
| 55 FIFTH ST S | ST PETERSBURG | FL | 33701 | PC | HISTORICAL SOCIETY | $180 |
| HOPE VILLAGES OF AMERICA | ||||||
| 700 DRUID RD | CLEARWATER | FL | 33756 | PC | FOOD BANK | $250 |
| ASHEVILLE HUMANE SOCIETY | ||||||
| 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | PC | ANIMAL SERVICES | $100 |
| ASSOCIATION OF AMERICAN PHYSICIANS AND SURGEONS | ||||||
| 1601 N TUCSON BLVD 9 | TUCSON | AZ | 85716 | PC | PHYSICIAN SERVICES | $100 |
| FLORIDA BOTANICAL GARDENS FOUNDATION | ||||||
| 12520 ULMERTON RD | LARGO | FL | 33774 | PC | CONSERVATION | $20 |
| PUBLIX FOOD DONATION - HURRICANE RELIEF | ||||||
| PO BOX 407 | LAKELAND | FL | 33802 | PC | FOOD BANK | $500 |
| RUTH ECKERD HALL FOUNDATION | ||||||
| 1111 MCMULLEN BOOTH RD | CLEARWATER | FL | 33759 | PC | PERFORMING ARTS | $100 |
| PACIFIC CREST TRAIL ASSOCIATION | ||||||
| 2150 RIVER PLAZA DR STE 155 | SACRAMENTO | CA | 95833 | PC | CONSERVATION | $250 |
| DAVE THOMAS FOUNDATION FOR ADOPTION | ||||||
| 716 MT ARYSHIRE BLVD S | COLUMBUS | OH | 43235 | PC | ADOPTION SERVICES | $500 |
| MENORAH MANOR FOUNDATION | ||||||
| 255 59TH ST N | ST PETERSBURG | FL | 33710 | PC | HEALTH SERVICES | $250 |
| PINELLAS COUNTY RESOURCE PROPERTY MANAGEMENT | ||||||
| 7300 PARK ST | SEMINOLE | FL | 33777 | PC | DISASTER RELIEF | $200 |
| HANLEY FOUNDATION | ||||||
| 933 45TH ST | WEST PALM BEACH | FL | 33407 | PC | ADDICTION TREATMENT | $250 |
| LUV A PET PUPPY & KITTEN RESCUE | ||||||
| 1128 ROYAL PALM BEACH BLVD 203 | ROYAL PALM BEACH | FL | 33411 | PC | ANIMAL SERVICES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,187 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $801 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,673 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,051 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,525 | 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 | RISTORCELLI & ASSOCIATES PA ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $1,051 | GrossSalesPriceAmt |
| Basis | $0 | BasisAmt |
| Total Net | $1,051 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MARKET-LINKED NOTES | BondNm |
| EOY Book Value | $15,093 | EOYBookValueAmt |
| EOYFMV | $15,180 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $117,327 | EOYBookValueAmt |
| EOYFMV | $127,112 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES LEGAL ADVICE | CategoryTxt |
| Legal Fees | $2,250 | LegalFeesAmt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| COMPUTER SERVICES & SUPPLIES | $1,376 | $1,376 |
| DUES & SUBSCRIPTIONS | $76 | $76 |
| OFFICE SUPPLIES | $408 | $408 |
| TELEPHONE | $1,746 | $1,746 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $109 | $109 |
| ANNUAL REPORT FEE | $61 |