HARRIET AND RAYMOND BRUSH CHARITABLE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HARRIET AND RAYMOND BRUSH CHARITABLE FOUNDATION INC (EIN 65-0835440)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-09-22
- IRS object ID
- 201102659349100400
- Schema version
- 2010v3.4
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-22T09:23:02-05:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-04-01 | 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 | 2011-08-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BYRON E SHINN | Name |
| Phone | 9417470500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 411831 | 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 | 1045 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1045 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 11604 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11604 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 23262 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 148022 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 23262 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 436 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 436 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 36347 | TotalRevenueAndExpenses |
| Total Net Investment Income | 36347 | 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 | 1950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8462 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8462 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 51 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1115 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1115 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11578 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9577 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 17675 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 17675 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 29253 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9577 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17675 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 7094 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26770 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8190 | CashBOY |
| Cash EOY | 7541 | CashEOY |
| Cash EOYFMV | 7541 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 43129 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 43116 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 43116 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 79187 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 77804 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 114881 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 219863 | InvestmentsOtherBOY |
| Investments Other EOY | 229002 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 246293 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 350369 | TotalAssetsBOY |
| Total Assets EOY | 357463 | TotalAssetsEOY |
| Total Assets EOYFMV | 411831 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 350369 | CapitalStockBOY |
| Capital Stock EOY | 357463 | 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 | 350369 | TotalNetAssetsBOY |
| Total Net Assets EOY | 357463 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 350369 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 357463 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 350369 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 7094 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 357463 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 357463 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANCORP | P | 2009-01-01 | 2010-04-29 | 14711 | 1443 | 13268 | 13268 |
| PFIZER INC COM | P | 2009-01-01 | 2010-04-29 | 16721 | 17770 | -1049 | -1049 |
| MERCK & CO INC NEW COM | P | 2009-01-01 | 2010-08-23 | 10393 | 9174 | 1219 | 1219 |
| UNITEDHEALTH GROUP INC COM | P | 2009-01-01 | 2010-08-23 | 6197 | 5503 | 694 | 694 |
| THE HARTFORD FLOATING RATE FUND | P | 2009-01-01 | 2011-02-09 | 100000 | 90870 | 9130 | 9130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 23262 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 370422 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.022947 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 12824 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 417482 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.030717 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 22000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 552162 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.039843 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 26186 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 512593 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051085 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23446 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 477430 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049109 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.193701 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038740 | AverageDistributionRatio |
| Net Noncharitable Assets | 403775 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 15642 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 268 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 15910 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 17675 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 268 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 268 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 268 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 268 | 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 | 364786 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 45138 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 409924 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 409924 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6149 | CashDeemedCharitable |
| Net Noncharitable Assets | 403775 | NetNoncharitableAssets |
| Minimum Investment Return | 20189 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 20189 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 268 | TaxBasedOnInvestmentIncome |
| Total Tax | 268 | TotalTax |
| Distributable Amount Before Adj | 19921 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19921 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19921 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17675 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 17675 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 268 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 17407 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19921 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 17667 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 17675 | QualifyingDistributions |
| Applied To Year1 | 17667 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8 | 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 | 19913 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AFP & CC | |||||||
| 6350 HORIZON DR | TITUSVILLE | FL | 32780 | NONE | 509(A)(1) | UNRESTRICTED USE | $25 |
| ALL FAITHS FOOD BANK | |||||||
| 717 CATTLEMEN ROAD | SARASOTA | FL | 34232 | NONE | 509(A)(1) | UNRESTRICTED USE | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| 4955 ST ROAD 64 E | BRADENTON | FL | 34208 | NONE | 509(A)(1) | UNRESTRICTED USE | $100 |
| BOYS & GIRLS CLUBS OF SARASOTA | |||||||
| PO BOX 4068 | SARASOTA | FL | 34230 | NONE | 509(A)(1) | UNRESTRICTED USE | $500 |
| CARING CHILDREN'S CHARITIES | |||||||
| 25 N SCHOOL AVENUE | SARASOTA | FL | 34237 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| CENTER FOR AUTISM RESOURCES & EDUCATION | |||||||
| 105 SHERIFF DIERKER COURT | OFALLON | MO | 63366 | NONE | 509(A)(1) | UNRESTRICTED USE | $250 |
| CIRCUS SARASOTA | |||||||
| 8251 15TH STREET E SUITE B | SARASOTA | FL | 34243 | NONE | 509(A)(1) | UNRESTRICTED USE | $500 |
| COMMUNITY AIDS NETWORK | |||||||
| 895 NORTH MAIN STREET | AKRON | OH | 443102123 | NONE | 509(A)(1) | UNRESTRICTED USE | $500 |
| FLORIDA SHERIFF'S YOUTH RANCHES INC | |||||||
| 751 RYE WILDERNESS ROAD NE | BRADENTON | FL | 342129461 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| FOUNDATION FOR DREAMS INC | |||||||
| 16110 DREAM OAKS PLACE | BRADENTON | FL | 34212 | NONE | 509(A)(1) | UNRESTRICTED USE | $250 |
| FRATERNAL ORDER OF POLICE | |||||||
| 1825 11TH STREET WEST | BRADENTON | FL | 342057644 | NONE | 509(A)(1) | UNRESTRICTED USE | $250 |
| GIRLS INC | |||||||
| 120 WALL STREET | NEW YORK | NY | 100053902 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,500 |
| GOODWILL FOUNDATION INC | |||||||
| 4808 CHIN PAGE ROAD | DURHAM | NC | 27703 | NONE | 509(A)(1) | UNRESTRICTED USE | $500 |
| JEWISH FAMILY & CHILDREN SERVICES | |||||||
| 2150 POST ST | SAN FRANCISCO | CA | 94115 | NONE | 509(A)(1) | UNRESTRICTED USE | $500 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| JUST FOR GIRLS | |||||||
| 7361 MERCHANT COURT | LAKEWOOD RANCH | FL | 34240 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| LAUREL CIVIC ASSOCIATION | |||||||
| 509 COLLINS ROAD | NOKOMIS | FL | 34275 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| MAYOR'S FEED THE HUNGRY PROGRAM | |||||||
| PO BOX 1992 | SARASOTA | FL | 342301992 | NONE | 509(A)(1) | UNRESTRICTED USE | $100 |
| MEALS ON WHEELS PLUS OF MANATEE | |||||||
| 811 23RD AVENUE EAST | BRADENTON | FL | 342087605 | NONE | 509(A)(1) | UNRESTRICTED USE | $550 |
| OPEN DOOR FOOD BANK INC | |||||||
| PO BOX 1254 | FORT MYERS | FL | 33902 | NONE | 509(A)(1) | UNRESTRICTED USE | $250 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE PO BOX 269 | ALEXANDRIA | VA | 22313 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| SARASOTA CREW INC | |||||||
| 343 PALMETTO AVE | OSPREY | FL | 34229 | NONE | 509(A)(1) | UNRESTRICTED USE | $100 |
| SARASOTA MANATEE JEWISH FEDERATION | |||||||
| 580 MCINTOSH ROAD | SARASOTA | FL | 342321957 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,500 |
| SECOND CHANCE LAST OPPORTUNITY | |||||||
| 1933 DOCTOR MARTIN LUTHER KING WAY | SARASOTA | FL | 342342530 | NONE | 509(A)(1) | UNRESTRICTED USE | $500 |
| SEND A KID TO CAMP FOUNDATION | |||||||
| 55 HAWTHORNE STREET SUITE 600 | SAN FRANCISCO | CA | 94105 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| TEMPLE BETH SHALOM | |||||||
| 1901 KRESSON ROAD | CHERRY HILL | NJ | 08003 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| UNITED CEREBRAL PALSY | |||||||
| 1660 L STREET NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | 509(A)(1) | UNRESTRICTED USE | $300 |
| YMCA | |||||||
| 1991 MAIN STREET | SARASOTA | FL | 342365980 | NONE | 509(A)(1) | UNRESTRICTED USE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 17675 | 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 | $1,045 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,604 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $436 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23,262 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $36,347 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 36347 | 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 | $1,950 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 77804 | EOYBookValue |
| EOYFMV | 114881 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | 229002 | 246293 |
| CERTIFICATE OF DEPOSIT | AT COST | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT ACCOUNT CHARGES | Description |
| Revenue And Expenses Per Books | 1115 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1115 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 436 | RevenueAndExpensesPerBooks |
| Net Investment Income | 436 | NetInvestmentIncome |
| Adjusted Net Income | 436 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $8,462 | Amount |
| Net Investment Income | 8462 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FORIGN TAXES PAID | $1 | 0 | 0 |
| OTHER TAXES PAID | $50 | 0 | 0 |