HARRIET AND RAYMOND BRUSH CHARITABLE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HARRIET AND RAYMOND BRUSH CHARITABLE FOUNDATION INC (EIN 65-0835440)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2016-07-28
- IRS object ID
- 201642109349100004
- Schema version
- 2015v2.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-28T07:31:35-07:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lichtenstein Briefman Gardner & Thomas PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 South Tamiami Trail | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342394502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650835440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Harriet & Raymond Brush | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 9413668010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South School Avenue | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Band | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Briefman CPA | PreparerPersonNm |
| PTIN | P00018348 | PTIN |
| Phone | 9413663737 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $383,721 | 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 |
| Dividends Rev And Expnss | $20,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,628 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,628 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,770 | GrossSalesPriceAmt |
| Total Rev And Expnss | $19,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,628 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,628 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $11,429 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,429 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,700 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,429 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,199 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,628 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,287 | CashBOYAmt |
| Cash EOY | $6,014 | CashEOYAmt |
| Corporate Stock BOY | $232,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $186,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $235,744 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $147,977 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $354,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $342,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $383,721 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $354,141 | CapitalStockBOYAmt |
| Capital Stock EOY | $342,820 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $354,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $342,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $354,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $342,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $354,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,598 | ExcessRevenueOverExpensesAmt |
| Subtotal | $344,543 | SubtotalAmt |
| Other Decreases | $1,723 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $342,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| The Hartford Floatin D Class C | P | 2015-06-01 | 2015-08-25 | $24 | $25 | -$1 | -$1 |
| The Hartford Floatin D Class C | P | 2012-01-01 | 2015-08-25 | $734 | $769 | -$35 | -$35 |
| 1013 Northstar Rlty Fin C W | P | 2014-12-03 | 2015-08-25 | $14,330 | $17,920 | -$3,590 | -$3,590 |
| Pimco Income Fund CL | P | 2015-06-01 | 2015-12-08 | $3,743 | $3,651 | $92 | $92 |
| Pimco Income Fund CL | P | 2014-06-01 | 2015-12-08 | $74,194 | $72,207 | $1,987 | $1,987 |
| Select Income Reit C Int | P | 2014-06-01 | 2015-08-25 | $6,745 | $6,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,547 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,499 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,675 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $408,262 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03839 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $344,184 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05422 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,135 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $385,993 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04957 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,798 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $379,322 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05219 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,407 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $403,775 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04311 | DistributionYr5Rt |
| Total Distribution | 0.237492 | TotalDistributionRt |
| Average Distribution | 0.047498 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $406,277 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,297 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $82 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,379 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,950 | 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 | $82 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $82 | SubtotalAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $82 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David S Band | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9413668010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South School Ave Ste 501 | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342376055 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| David S Band | ||||||
| One South School Ave Ste 501 | Sarasota | FL | 342376055 | President | 1.00 | $0 |
| Gary Landsman | ||||||
| One South School Ave Ste 501 | Sarasota | FL | 342376055 | Secretary | 0.00 | $0 |
| Chad Gates | ||||||
| One South School Ave Ste 501 | Sarasota | FL | 342376055 | Vice President | 0.00 | $0 |
| Steven Band | ||||||
| One South School Ave Ste 501 | Sarasota | FL | 342376055 | Vice President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $398,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $412,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $412,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $406,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82 | TotalTaxAmt |
| Distributable Before Adj | $20,232 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,232 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,232 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $82 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,868 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,232 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,950 | UndistributedIncomePYAmt |
| Qualifying Distributions | $19,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,950 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Undistributed Income CY | $20,232 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | David S Band | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South School Avenue Suite 501 | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9419170505 | RecipientPhoneNum |
| Form And Info And Materials | No Form Specified | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Animal Rescue Coalition | |||||||
| 6320 Tower Ln | Sarasota | FL | 34240 | None | PUBLIC | Unrestricted Use | $1,000 |
| Canine Castaways | |||||||
| PO Box 3295 | Arcadia | FL | 34265 | None | PUBLIC | Unrestricted Use | $250 |
| Circus Arts Conservatory | |||||||
| 2075 Bahia Vista | Sarasota | FL | 34239 | None | PUBLIC | Unrestricted Use | $4,600 |
| Community Video Archives | |||||||
| 1235 S Tamiami Trail | Sarasota | FL | 34239 | None | PUBLIC | Unrestricted Use | $1,500 |
| Sarasota Manatee Jewish Foundation | |||||||
| 580 McIntosh Road | Sarasota | FL | 34232 | None | PUBLIC | Unrestricted Use | $1,000 |
| Goodwill Foundation | |||||||
| 8490 Lockwood Ridge Rd | Sarasota | FL | 34243 | None | PUBLIC | Unrestricted Use | $2,000 |
| Hope Alliance | |||||||
| 6443 Business Park Loop Rd 3 | Park City | UT | 84098 | None | PUBLIC | Unrestricted Use | $200 |
| Meals on Wheels | |||||||
| 421 N Lime Rd | Sarasota | FL | 34237 | None | PUBLIC | Unrestricted Use | $2,500 |
| Moffitt Cancer Center | |||||||
| 12902 USF Magnolia Drive | Tampa | FL | 33612 | None | PUBLIC | Unrestricted | $1,000 |
| MADD | |||||||
| 13902 N Dale Mabry Highway | Tampa | FL | 33618 | None | PUBLIC | Unrestricted | $1,000 |
| Paralyzed Veterans of America | |||||||
| 15435 N Florida Ave | Tampa | FL | 33613 | None | PUBLIC | Unrestricted | $200 |
| Southeastern Guide Dogs | |||||||
| 4210 77th St E | Palmetto | FL | 34221 | None | PUBLIC | Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,628 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,081 | 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 | Accounting Fees | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | First Allied | StockNm |
| EOY Book Value | $186,806 | EOYBookValueAmt |
| EOYFMV | $235,744 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARC - Business Development of Amer | AT COST | $50,000 | $49,777 |
| ARC - Hospitality Trust | AT COST | $50,000 | $50,000 |
| Steadfast | AT COST | $50,000 | $48,200 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Expense | CategoryTxt |
| Legal Fees | $11,429 | LegalFeesAmt |
| Net Investment Income | $11,429 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,700 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Book Adjustment | $1,260 |
| Prior Year Tax | $463 |