GARDIKES FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GARDIKES FAMILY FOUNDATION INC (EIN 20-0536787)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-12
- IRS object ID
- 201310719349100511
- Schema version
- 2012v2.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-12T14:34:22-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310796034 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLAGEL HUBER FLAGEL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 SOUTH DIXIE DRIVE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200536787 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GARDIKES FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GARD | NameControl |
| Phone | 9419668836 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 DOVE POINTE | AddressLine1 |
| City | OSPREY | City |
| State | FL | State |
| ZIP Code | 34229 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR GARDIKES | Name |
| Title | PSTD | Title |
| Phone | 9419668836 | Phone |
| Date Signed | 2013-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M GORDON CPA | Name |
| PTIN | P00235515 | PTIN |
| Phone | 9372993400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 224210 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 4381 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4381 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3370 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3370 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6912 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 17546 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6912 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 14663 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14663 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 150 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 176 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 67 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1093 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 11975 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 11975 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 13068 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 11975 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1595 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14663 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 12394 | CashEOY |
| Cash EOYFMV | 12394 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | -1757 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 119896 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 109262 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 101730 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 107894 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 106209 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 110086 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 226033 | TotalAssetsBOY |
| Total Assets EOY | 227865 | TotalAssetsEOY |
| Total Assets EOYFMV | 224210 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 237 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 237 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 226033 | UnrestrictedBOY |
| Unrestricted EOY | 227628 | UnrestrictedEOY |
| Total Net Assets BOY | 226033 | TotalNetAssetsBOY |
| Total Net Assets EOY | 227628 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 226033 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 227865 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 226033 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1595 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 227628 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 227628 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | DIAGEO PLC SPSD ADR NEW | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2008-11-20 | DateAcquired |
| Date Sold | 2012-01-27 | DateSold |
| Gross Sales Price | 17546 | GrossSalesPrice |
| Cost Or Other Basis | 10634 | CostOrOtherBasis |
| Gain Or Loss | 6912 | GainOrLoss |
| Gains Minus Excess Or Losses | 6912 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6912 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11315 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 208925 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054158 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11065 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 202105 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054749 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 10428 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 185041 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056355 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13525 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 227748 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059386 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18154 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 252796 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.071813 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.296461 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059292 | AverageDistributionRatio |
| Net Noncharitable Assets | 222743 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 13207 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 147 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 13354 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 11975 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 293 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 293 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 293 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 293 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ARTHUR GARDIKES MD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9419668836 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 DOVE POINTE | AddressLine1 |
| City | OSPREY | City |
| State | FL | State |
| ZIP Code | 34229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ARTHUR GARDIKES MD | ||||||||
| 546 DOVE POINTE | OSPREY | FL | 34229 | PRESIDENT/SECRETARY/TREAS. | 0.00 | 0 | 0 | 0 |
| JOHN W WEST III | ||||||||
| 2 NORTH TAMIAMI TRAIL STE 306 | SARASOTA | FL | 34236 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| PETER J GARDIKES | ||||||||
| 6756 MASEFIELD ST | WORTHINGTON | OH | 43085 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 208755 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17380 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 226135 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 226135 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3392 | CashDeemedCharitable |
| Net Noncharitable Assets | 222743 | NetNoncharitableAssets |
| Minimum Investment Return | 11137 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11137 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 293 | TaxBasedOnInvestmentIncome |
| Total Tax | 293 | TotalTax |
| Distributable Amount Before Adj | 10844 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 10844 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 10844 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 11975 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 11975 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 11975 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10844 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 4489 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2326 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1322 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1325 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1045 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 10507 | TotalExcessDistriCarryover |
| Qualifying Distributions | 11975 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 10844 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1131 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 11638 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 4489 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7149 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2326 | ExcessFromYear4 |
| Excess From Year3 | 1322 | ExcessFromYear3 |
| Excess From Year2 | 1325 | ExcessFromYear2 |
| Excess From Year1 | 1045 | ExcessFromYear1 |
| Excess From Current Year | 1131 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR GARDIKES MD | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AIR FORCE MUSEUM | |||||||
| PO BOX 1903 | WRIGHT PATTERSON AFB | OH | 45433 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL, SUPPORT | $250 |
| ALL FAITHS FOOD BANK OF SARASOTA FL | |||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | N/A | OTHER PUBLIC CHARITY | PROVIDE GOODS & SERVICE TO THE POOR | $1,000 |
| ANNUNCIATION GREEK ORTHODOX CHURCH | |||||||
| 500 NORTH BELMONT PARK | DAYTON | OH | 45405 | N/A | OTHER PUBLIC CHARITY | CHRISTIAN PARRISH SUPPORT | $1,100 |
| ART CENTER SARASOTA | |||||||
| 707 TAMIAMI TRI | SARASOTA | FL | 34236 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL, SUPPORT OF POOR | $125 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | N/A | OTHER PUBLIC CHARITY | TEACH AND MINISTER TO POOR | $600 |
| MARIE SELBY BOTANICAL GARDENS | |||||||
| 811 SOUTH PALM AVE | SARASOTA | FL | 34236 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL, SUPPORT | $250 |
| NATIONAL WILDLIFE FOUNDATION | |||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | N/A | OTHER PUBLIC CHARITY | SUPPORT WILDLIFE CONSERVATION | $300 |
| ORTHODOX CHRISTIAN MISSION | |||||||
| 85 S DIXIE HIGHWAY | ST AUGUSTINE | FL | 32084 | N/A | OTHER PUBLIC CHARITY | TEACH AND MINISTER TO POOR | $1,300 |
| RINGLING MUSEUM OF ART FDN | |||||||
| 5401 BAYSHORE RD | SARASOTA | FL | 34243 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL, SUPPORT OF POOR | $300 |
| SALVATION ARMY | |||||||
| PO BOX 1505 | VENICE | FL | 34229 | N/A | OTHER PUBLIC CHARITY | TEACH AND MINISTER TO POOR | $500 |
| SMITHSONIAN INSTITUTE | |||||||
| PO BOX 37012 MRC 513 | WASHINGTON | DC | 20013 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL, SUPPORT | $100 |
| ST BARBARA GREEK ORTHODOX CHURCH | |||||||
| 7671 LOCKWOOD RIDGE RD | SARASOTA | FL | 34239 | N/A | OTHER PUBLIC CHARITY | CHRISTIAN PARRISH SUPPORT | $3,300 |
| ST JUDE CHILDRENS HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | OTHER PUBLIC CHARITY | HELP FUND HEALTHCARE NEEDS | $1,000 |
| ST STEPHENS INDIAN MISSION FOUNDATION | |||||||
| PO BOX 278 | ST STEPHENS | WY | 82524 | N/A | OTHER PUBLIC CHARITY | TEACH AND MINISTER TO POOR | $300 |
| WOODLAND CEMETERY ARBORETUM | |||||||
| 118 WOODFORD AVE | DAYTON | OH | 45409 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL SUPPORT | $250 |
| ANNUNCIATION GREEK ORTHODOX CHURCH | |||||||
| 555 N HIGH ST | COLUMBUS | OH | 43215 | N/A | OTHER PUBLIC CHARITY | CHRISTIAN PARRISE SUPPORT | $1,000 |
| CLASSICAL WSMR | |||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | N/A | OTHER PUBLIC CHARITY | PUBLIC BROADCASTING SUPPORT | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 11975 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,381 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,370 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,912 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,663 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14663 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3) |
| 4 | INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3) |
| 8 | INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3) |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 106209 | EOYBookValue |
| EOYFMV | 110086 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 109262 | EOYBookValue |
| EOYFMV | 101730 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ANNUAL FOUNDATION FEE TO FLORIDA | 61 | 0 | 0 |
| BANK FEE | 6 | 0 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO DR GARDIKES EXPENSE PAID PERSONALLY | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 237 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - MERRILL LYNCH | Category |
| Amount | $150 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | Category |
| Amount | $176 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |