HARRIET AND RAYMOND BRUSH CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HARRIET AND RAYMOND BRUSH CHARITABLE FOUNDATION INC (EIN 65-0835440)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-08-06
- IRS object ID
- 201212199349100516
- Schema version
- 2011v1.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-06T15:11:19-05:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271797701 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHINN & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 3RD AVE WEST SUITE 500 | AddressLine1 |
| City | BRADENTON | City |
| State | FL | State |
| ZIP Code | 34205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650835440 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARRIET & RAYMOND BRUSH | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARR | NameControl |
| Phone | 9419170505 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH SCHOOL AVENUE NO 500 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 342376015 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID S BAND | Name |
| Title | PRESIDENT | Title |
| Phone | 9419170505 | Phone |
| Date Signed | 2012-07-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MILLARD J MARTIN | Name |
| PTIN | P00528682 | PTIN |
| Phone | 9417470500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 381701 | 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 | 31 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 31 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 9613 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9613 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8419 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 145548 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8419 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 18063 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18063 | 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 | 2900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1450 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1450 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7892 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1392 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 6500 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 279 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 29 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 29 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11100 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2874 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7950 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 12000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 12000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 23100 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2874 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 19950 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -5037 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15189 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7541 | CashBOY |
| Cash EOY | 5288 | CashEOY |
| Cash EOYFMV | 5288 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 43116 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 77804 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 124894 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 151178 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 229002 | InvestmentsOtherBOY |
| Investments Other EOY | 226445 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 225235 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 357463 | TotalAssetsBOY |
| Total Assets EOY | 356627 | TotalAssetsEOY |
| Total Assets EOYFMV | 381701 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 357463 | CapitalStockBOY |
| Capital Stock EOY | 356627 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 357463 | TotalNetAssetsBOY |
| Total Net Assets EOY | 356627 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 357463 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 356627 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 357463 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -5037 | ExcessOfRevenueOverExpenses |
| Other Increases | 4201 | OtherIncreases |
| Subtotal | 356627 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 356627 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| HARTFORD FLOATING RATE FUND | P | 2011-04-13 | 10000 | 9134 | 866 | 866 |
| HARTFORD FLOATING RATE FUND | P | 2011-08-05 | 100000 | 94285 | 5715 | 5715 |
| HARTFORD FLOATING RATE FUND | P | 2012-01-09 | 12425 | 11791 | 634 | 634 |
| HARTFORD FLOATING RATE FUND | P | 2012-01-09 | 575 | 546 | 29 | 29 |
| HARTFORD FLOATING RATE FUND | P | 2012-01-12 | 22548 | 21373 | 1175 | 1175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8419 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 17407 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 403775 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043111 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 370422 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.022947 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 12824 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 417482 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.030717 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 22000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 552162 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039843 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 26186 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 512593 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051085 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.187703 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037541 | AverageDistributionRatio |
| Net Noncharitable Assets | 379322 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14240 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 152 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14392 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 19950 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 152 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 152 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 152 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 152 | 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 | 1 | 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 | NONE | WebsiteAddress |
| Books In Care Of Person Name | DAVID S BAND | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9419170505 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH SCHOOL AVENUE SUITE 500 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 342376015 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID S BAND | ||||||||
| ONE SOUTH SCHOOL AVENUE SUITE 500 | SARASOTA | FL | 342376015 | PRESIDENT / TREASURER | 1.00 | 0 | 0 | 0 |
| GREGORY S BAND | ||||||||
| ONE SOUTH SCHOOL AVENUE SUITE 500 | SARASOTA | FL | 342376015 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| GARY LANDSMAN | ||||||||
| ONE SOUTH SCHOOL AVENUE SUITE 500 | SARASOTA | FL | 342376015 | SECRETARY | 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 | 373822 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11276 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 385098 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 385098 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5776 | CashDeemedCharitable |
| Net Noncharitable Assets | 379322 | NetNoncharitableAssets |
| Minimum Investment Return | 18966 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18966 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 152 | TaxBasedOnInvestmentIncome |
| Total Tax | 152 | TotalTax |
| Distributable Amount Before Adj | 18814 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 18814 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 18814 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 19950 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 19950 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 152 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 19798 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 18814 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 19913 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 19950 | QualifyingDistributions |
| Applied To Year1 | 19913 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 37 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 18777 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DAVID S BAND | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH SCHOOL AVENUE SUITE 500 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 342376015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9419170505 | RecipientPhoneNumber |
| Form And Info And Materials | NO FORM SPECIFIED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 4955 ST ROAD 64 E | BRADENTON | FL | 34208 | NONE | 509(A)(1) | UNRESTRICTED USE | $100 |
| CARING CHILDREN'S CHARITIES | |||||||
| 25 N SCHOOL AVENUE | SARASOTA | FL | 34237 | NONE | 509(A)(1) | UNRESTRICTED USE | $5,000 |
| FAMILY NETWORK ON DISABILITIES | |||||||
| PO BOX 110025 | BRADENTON | FL | 34211 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| FIRST STEP OF SARASOTA | |||||||
| 1970 MAIN SREET 5TH FLOOR | SARASOTA | FL | 34236 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| FRATERNAL ORDER OF POLICE | |||||||
| 1825 11TH STREET WEST | BRADENTON | FL | 342057644 | NONE | 509(A)(1) | UNRESTRICTED USE | $100 |
| GIRLS INC | |||||||
| 120 WALL STREET | NEW YORK | NY | 100053902 | NONE | 509(A)(1) | UNRESTRICTED USE | $2,500 |
| LAUREL CIVIC ASSOCIATION | |||||||
| 509 COLLINS ROAD | NOKOMIS | FL | 34275 | NONE | 509(A)(1) | UNRESTRICTED USE | $250 |
| LITERACY COUNCIL OF SARASOTA | |||||||
| 1750 17TH ST D | SARASOTA | FL | 34234 | NONE | 509(A)(1) | UNRESTRICTED USE | $250 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | 509(A)(1) | UNRESTRICTED USE | $100 |
| PERLMAN MIUSIC PROGRAM | |||||||
| 19 WEST 69TH ST STE 304 | NEW YORK | NY | 10023 | NONE | 509(A)(1) | UNRESTRICTED USE | $100 |
| SARASOTA MANATEE JEWISH FEDERATION | |||||||
| 580 MCINTOSH ROAD | SARASOTA | FL | 342321957 | NONE | 509(A)(1) | UNRESTRICTED USE | $500 |
| TAYLOR EMMONS SCHOLARSHIP FUND | |||||||
| 8374 MARKET ST 246 | LAKEWOOD RANCH | FL | 34202 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| UNITED STATES OLYMPIC COMMITTEE | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | 509(A)(1) | UNRESTRICTED USE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 12000 | 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 | $31 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,613 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $8,419 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $18,063 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18063 | TotalPartXVIA |
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 | ACCOUNTING FEES | Category |
| Amount | $2,900 | Amount |
| Net Investment Income | 1450 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1450 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCK | 77804 | 104088 |
| CCPT REIT STOCK | 47090 | 47090 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 226445 | BookValue |
| EOYFMV | 225235 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT ACCOUNT CHARGES | Description |
| Revenue And Expenses Per Books | 29 | RevenueAndExpensesPerBooks |
| Net Investment Income | 29 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $4,201 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $7,892 | Amount |
| Net Investment Income | 1392 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6500 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FORIGN TAXES PAID | $3 | 3 | 0 |
| OTHER TAXES PAID | $276 | 0 | 0 |