STRATEGY STUDIO / PUBLIC DATA EXPLORER

IRMA SCHUSTER FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
IRMA SCHUSTER FOUNDATION INC (EIN 01-0805754)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-11
IRS object ID
201241329349101754
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-11T15:49:05-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN592213319EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SUPLEE & SHEA PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1800 SOUTH OSPREY AVENUEAddressLine1
CitySARASOTACity
StateFLState
ZIP Code342367834ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN010805754EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1IRMA SCHUSTER FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlIRMANameControl
Phone9413663600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 SOUTH OSPREY AVEAddressLine1
CitySARASOTACity
StateFLState
ZIP Code34236ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM A SCHUSTERName
TitleDIRECTORTitle
Phone9413663600Phone
Date Signed2012-05-08DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameNORMAN J SHEA IIIName
PTINP00456227PTIN
Phone9413663600Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6562FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss5000ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses5000TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss262AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss61OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm0OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss323TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1960ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1960ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2283TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1960TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2717ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3845CashBOY
Cash EOY6562CashEOY
Cash EOYFMV6562CashEOYFMV
Total Assets BOY3845TotalAssetsBOY
Total Assets EOY6562TotalAssetsEOY
Total Assets EOYFMV6562TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY3845UnrestrictedBOY
Unrestricted EOY6562UnrestrictedEOY
Total Net Assets BOY3845TotalNetAssetsBOY
Total Net Assets EOY6562TotalNetAssetsEOY
Total Liabilities Net Assets BOY3845TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY6562TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3845TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2717ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal6562Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY6562TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1250QualifyingDistributionsYear1
Noncharitable Assets Year14113NoncharitableAssetsYear1
Distribution Ratio Year10.060783DistributionRatioYear1
Qualifying Distributions Year20QualifyingDistributionsYear2
Noncharitable Assets Year23891NoncharitableAssetsYear2
Distribution Ratio Year20.0DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year33647NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Total Distribution Ratio0.060783TotalDistributionRatio
Average Distribution Ratio0.020261AverageDistributionRatio
Net Noncharitable Assets3650NetNoncharitableAssets
Adjusted Noncharitable Assets74AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One74AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1960QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSUPLEE SHEA PABooksInCareOfPersonName
Books In Care Of Phone Number9413663600BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1800 S OSPREY AVEAddressLine1
CitySARASOTACity
StateFLState
ZIP Code34232ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
NORMAN J SHEA
800 SOUTH OSPREY AVESARASOTAFL34236DIRECTOR1.00000
WILLIAM A SCHUSTER
800 SOUTH OSPREY AVESARASOTAFL34236DIRECTOR5.00000
ALEXANDRA G BEATTY
800 SOUTH OSPREY AVESARASOTAFL34236DIRECTOR1.00000
LESLIE DARLING-TATMAN
800 SOUTH OSPREY AVESARASOTAFL34236DIRECTOR1.00000
MARTIN GLASSMAN
800 SOUTH OSPREY AVESARASOTAFL34236DIRECTOR1.00000
H FRED LEE
800 SOUTH OSPREY AVESARASOTAFL34236DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances3706AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3706TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3706AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable56CashDeemedCharitable
Net Noncharitable Assets3650NetNoncharitableAssets
Minimum Investment Return183MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return183MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj183DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded183DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted183DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1960ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions1960QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1960AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted183DistributableAmountAsAdjusted
Undistributed Income Prior Year151UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions1960QualifyingDistributions
Applied To Year1151AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year183AppliedToCurrentYear
Remaining Distri From Corpus1626RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1626TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1626ExcessDistriCyovToNextYear
Excess From Current Year1626ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
SARASOTA ANIMAL RESCUE COALITION
1408 STATE STREETSARASOTAFL34236NONE501(C)3 NOT-FOR-PROFPROGRAM SUPPORT$500
HUMANE SOCIETY SARASOTA COUNTY INC
2331 15TH STREETSARASOTAFL34237NONE501(C)3 NOT-FOR-PROFPROGRAM SUPPORT$560
HUMANE SOCIETY OF US
2100 L ST NWWASHINGTONDC20037NONE501(C)3 NOT-FOR-PROFPROGRAM SUPPORT$150
SOUTHERN GUIDE DOGS INC
4210 77TH STREET EASTPALMETTOFL34221NONE501(C)3 NOT-FOR-PROFPROGRAM SUPPORT$100
ST JUDES CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONE501(C)3 NOT-FOR-PROFPROGRAM SUPPORT$50
ALL CHILDREN'S HOSPITAL GUILD
501 6TH AVENUE SOUTHST PETERSBURGFL33701NONE501(C)3 NOT-FOR-PROFPROGRAM SUPPORT$500
SALVATION ARMY
1400 10TH STREETSARASOTAFL34236NONE501(C)3 NOT-FOR-PROFPROGRAM SUPPORT$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1960TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualWILLIAM A SCHUSTERContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line13375 SEA VIEW STREETAddressLine1
CitySARASOTACity
StateFLState
ZIP Code34239ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions5000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$262Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryFILING FEESCategory
Amount$61Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps