STRATEGY STUDIO / PUBLIC DATA EXPLORER

GARDIKES FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
GARDIKES FAMILY FOUNDATION INC (EIN 20-0536787)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-11
IRS object ID
201131319349102408
Schema version
2010v3.2
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)
Timestamp2011-05-11T15:24:33-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DOHNER LOUIS & STEPHENS INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18163 OLD YANKEE ROADAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45458ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200536787EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE GARDIKES FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGARDNameControl
Phone9419668836Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1546 DOVE POINTEAddressLine1
CityOSPREYCity
StateFLState
ZIP Code34229ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameARTHUR GARDIKESName
TitlePSTDTitle
Phone9419668836Phone
Date Signed2011-05-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH M GORDON CPAName
Phone9374360001Phone
Date Prepared2011-05-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY212985FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss4536InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm4536InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss3134DividendsRevAndExpnss
Dividends Net Invst Incm3134DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss12398NetGainSaleAssetsRevAndExpnss
Gross Sales Price152392GrossSalesPrice
Capital Gain Net Incm Net Invst Incm12398CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses20068TotalRevenueAndExpenses
Total Net Investment Income20068TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss840LegalFeesRevAndExpnss
Legal Fees Net Invst Incm840LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss685AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm685AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss150OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm150OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss73TaxesRevAndExpnss
Taxes Net Invst Incm73TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss68OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm68OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1816TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1816TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss11065ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps11065ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss12881TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1816TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps11065TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses7187ExcessOfRevenueOverExpenses
Net Investment Income18252NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1CashBOY
Cash EOY1CashEOY
Cash EOYFMV1CashEOYFMV
Savings And Temp Cash Invst BOY16359SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY98357SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV98357SavingsAndTempCashInvstEOYFMV
Accounts Receivable190AccountsReceivable
Accounts Receivable EOY190AccountsReceivableEOY
Accounts Receivable EOYFMV190AccountsReceivableEOYFMV
Investments Corp Stock BOY130026InvestmentsCorpStockBOY
Investments Corp Stock EOY130025InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV114437InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY75000InvestmentsCorpBondsBOY
Investments Corp Bonds EOY0InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV0InvestmentsCorpBondsEOYFMV
Total Assets BOY221386TotalAssetsBOY
Total Assets EOY228573TotalAssetsEOY
Total Assets EOYFMV212985TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY221386UnrestrictedBOY
Unrestricted EOY228573UnrestrictedEOY
Total Net Assets BOY221386TotalNetAssetsBOY
Total Net Assets EOY228573TotalNetAssetsEOY
Total Liabilities Net Assets BOY221386TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY228573TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY221386TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses7187ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal228573Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY228573TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
BP CAP MARKETS PLP2010-06-222010-10-0477954649941296012960
TOYOTA MOTOR CREDIT CORPP2006-01-202010-06-227443875000-562-562
FieldValueIRS element (for citing)
Capital Gain Net Income12398CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year110428QualifyingDistributionsYear1
Noncharitable Assets Year1185041NoncharitableAssetsYear1
Distribution Ratio Year10.056355DistributionRatioYear1
Qualifying Distributions Year213525QualifyingDistributionsYear2
Noncharitable Assets Year2227748NoncharitableAssetsYear2
Distribution Ratio Year20.059386DistributionRatioYear2
Qualifying Distributions Year318154QualifyingDistributionsYear3
Noncharitable Assets Year3252796NoncharitableAssetsYear3
Distribution Ratio Year30.071813DistributionRatioYear3
Qualifying Distributions Year412539QualifyingDistributionsYear4
Noncharitable Assets Year4252051NoncharitableAssetsYear4
Distribution Ratio Year40.049748DistributionRatioYear4
Qualifying Distributions Year510606QualifyingDistributionsYear5
Noncharitable Assets Year5264673NoncharitableAssetsYear5
Distribution Ratio Year50.040072DistributionRatioYear5
Total Distribution Ratio0.277374TotalDistributionRatio
Average Distribution Ratio0.055475AverageDistributionRatio
Net Noncharitable Assets202105NetNoncharitableAssets
Adjusted Noncharitable Assets11212AdjustedNoncharitableAssets
One Percent Net Investment Income183OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One11395AdjNonchrtblAssetsAndOnePct
Qualifying Distributions11065QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax365InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal365Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income365TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due365TaxDue

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 NameARTHUR GARDIKES MDBooksInCareOfPersonName
Books In Care Of Phone Number9419668836BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1546 DOVE POINTEAddressLine1
CityOSPREYCity
StateFLState
ZIP Code34229ZIPCode
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ARTHUR GARDIKES MD
546 DOVE POINTEOSPREYFL34229PRESIDENT/SECRETARY/TREAS.0.00000
JOHN W WEST III
2 NORTH TAMIAMI TRAIL STE 306SARASOTAFL34236DIRECTOR0.00000
PETER J GARDIKES
6756 MASEFIELD STWORTHINGTONOH43085DIRECTOR0.00000
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 Securities164097AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances41086AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets205183TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets205183AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3078CashDeemedCharitable
Net Noncharitable Assets202105NetNoncharitableAssets
Minimum Investment Return10105MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return10105MinimumInvestmentReturn
Tax Based On Investment Income365TaxBasedOnInvestmentIncome
Total Tax365TotalTax
Distributable Amount Before Adj9740DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded9740DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted9740DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions11065ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions11065QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions11065AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted9740DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year34489ExcessDistriCarryoverYear3
Excess Distri Carryover Year22326ExcessDistriCarryoverYear2
Excess Distri Carryover Year11322ExcessDistriCarryoverYear1
Total Excess Distri Carryover8137TotalExcessDistriCarryover
Qualifying Distributions11065QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year9740AppliedToCurrentYear
Remaining Distri From Corpus1325RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus9462TotalCorpus
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 Year9462ExcessDistriCyovToNextYear
Excess From Year34489ExcessFromYear3
Excess From Year22326ExcessFromYear2
Excess From Year11322ExcessFromYear1
Excess From Current Year1325ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerARTHUR GARDIKES MDContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AIR FORCE MUSEUM
PO BOX 1903WRIGHT PATTERSON AFBOH45433N/AOTHER PUBLIC CHARITYEDUCATIONAL, SUPPORT$250
ALL FAITHS FOOD BANK OF SARASOTA FL
8171 BLAIKIE CTSARASOTAFL34240N/AOTHER PUBLIC CHARITYPROVIDE GOODS & SERVICE TO THE POOR$500
ANNUNCIATION GREEK ORTHODOX CHURCH
500 NORTH BELMONT PARKDAYTONOH45405N/AOTHER PUBLIC CHARITYCHRISTIAN PARRISH SUPPORT$1,300
ART CENTER SARASOTA
707 TAMIAMI TRISARASOTAFL34236N/AOTHER PUBLIC CHARITYEDUCATIONAL, SUPPORT OF POOR$150
HEIFER INTERNATIONAL
PO BOX 8058LITTLE ROCKAR72203N/AOTHER PUBLIC CHARITYTEACH AND MINISTER TO POOR$400
NATIONAL WILDLIFE FOUNDATION
11100 WILDLIFE CENTER DRRESTONVA20190N/AOTHER PUBLIC CHARITYSUPPORT WILDLIFE CONSERVATION$350
ORTHODOX CHRISTIAN MISSION
85 S DIXIE HIGHWAYST AUGUSTINEFL32084N/AOTHER PUBLIC CHARITYTEACH AND MINISTER TO POOR$1,400
RINGLING MUSEUM OF ART FDN
5401 BAYSHORE RDSARASOTAFL34243N/AOTHER PUBLIC CHARITYEDUCATIONAL, SUPPORT OF POOR$200
SALVATION ARMY
PO BOX 1505VENICEFL34229N/AOTHER PUBLIC CHARITYTEACH AND MINISTER TO POOR$300
SMITHSONIAN INSTITUTE
PO BOX 37012 MRC 513WASHINGTONDC20013N/AOTHER PUBLIC CHARITYEDUCATIONAL, SUPPORT$75
ST BARBARA GREEK ORTHODOX CHURCH
7671 LOCKWOOD RIDGE RDSARASOTAFL34239N/AOTHER PUBLIC CHARITYCHRISTIAN PARRISH SUPPORT$3,300
ST JUDE CHILDRENS HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105N/AOTHER PUBLIC CHARITYHELP FUND HEALTHCARE NEEDS$1,000
ST NICHOLAS GREEK ORTHODOX CATHEDRAL
419 S DITHRIDGE STPITTSBURGHPA15213N/AOTHER PUBLIC CHARITYCHRISTIAN PARRISH SUPPORT$1,000
ST STEPHENS INDIAN MISSION FOUNDATION
PO BOX 278ST STEPHENSWY82524N/AOTHER PUBLIC CHARITYTEACH AND MINISTER TO POOR$250
VENICE ART CENTER
390 NOKOMIS AVE SVENICEFL34285N/AOTHER PUBLIC CHARITYEDUCATIONAL, SUPPORT$100
WEDU PBS STATION
1300 NORTH BLVDTAMPAFL33607N/AOTHER PUBLIC CHARITYPUBLIC BROADCASTING SUPPORT$300
FRIENDS OF THE SMITHSONIAN
PO BOX 9016PITTSFIELDMA01202N/AOTHER PUBLIC CHARITYEDUCATIONAL, SUPPORT$90
MARIE SELBY BOTANICAL GARDENS
811 SOUTH PALM AVESARASOTAFL34236N/AOTHER PUBLIC CHARITYEDUCATIONAL, SUPPORT$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year11065TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,536ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,134ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$12,398ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$20,068ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA20068TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
3INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3)
4INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3)
8INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3)

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategory
Amount$685Amount
Net Investment Income685NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondCORPORATE BONDSNameOfBond
EOY Book Value0EOYBookValue
EOYFMV0EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockCORPORATE STOCKNameOfStock
EOY Book Value130025EOYBookValue
EOYFMV114437EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$840Amount
Net Investment Income840NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
ANNUAL FOUNDATION FEE TO FLORIDA61610
OFFICE SUPPLY770

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES - MERRILL LYNCHCategory
Amount$150Amount
Net Investment Income150NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategory
Amount$73Amount
Net Investment Income73NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps