THE ROGER E AND LINDA A TETRAULT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ROGER E AND LINDA A TETRAULT FOUNDATION (EIN 20-6713005)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-04-13
- IRS object ID
- 202511039349100606
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-13T17:08:27-04:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650161812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCMILLAN WHITEMAN & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 W MARION AVE UNIT 115 | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206713005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROGER E & LINDA A TETRAULT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGE | BusinessNameControlTxt |
| Phone | 9417698304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 RIVERSIDE DRIVE | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339821551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA A TETRAULT | PersonNm |
| Person Title | CO-CHAIR | PersonTitleTxt |
| Phone | 9417698304 | PhoneNum |
| Signature | 2025-04-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH A MCMILLAN | PreparerPersonNm |
| PTIN | P00941408 | PTIN |
| Phone | 9416378884 | PhoneNum |
| Preparation | 2025-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,935,390 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,147 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $842 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $55,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $843 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $515 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,635 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,908 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $7,904 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,363 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,363 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $943 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,845 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,340 | CashBOYAmt |
| Cash EOY | $27,941 | CashEOYAmt |
| Cash EOYFMV | $27,941 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,032 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,028 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,028 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,906,421 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $2,906,421 | LandBOYAmt |
| Land EOY | $2,906,421 | LandEOYAmt |
| Land EOYFMV | $2,906,421 | LandEOYFMVAmt |
| Total Assets BOY | $2,934,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,935,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,935,390 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $30,000 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $30,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,904,793 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,935,390 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,904,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,935,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,934,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,935,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,904,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,597 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,935,390 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,935,390 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4 | SubtotalAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,032 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,032 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,028 | OverpaymentAmt |
| Applied To ES Tax | $1,028 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PEACERIVERGARDENS.ORG | WebsiteAddressTxt |
| Individual With Books | LINDA TETRAULT | IndividualWithBooksNm |
| Phone | 9416378884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 RIVERSIDE DRIVE | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33982 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA A TETRAULT | ||||||||
| 5950 RIVERSIDE DRIVE | PUNTA GORDA | FL | 33982 | CO-CHAIR | 2.00 | $0 | $0 | $0 |
| D KIRK STIRTON | ||||||||
| 5960 RIVERSIDE DR | PUNTA GORDA | FL | 33982 | CO-CHAIR | 2.00 | $0 | $0 | $0 |
| RON OLSEN | ||||||||
| 5960 RIVERSIDE DRIVE | PUNTA GRDA | FL | 33982 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JOHN WRIGHT | ||||||||
| 5960 RIVERSIDE DRIVE | PUNTA GORDA | FL | 33982 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF PEACE RIVER BOTANICAL AND SCULPTURE GARDENS - HOLDING OF UNDERLYING LAND AND ACQUISITION OF ARTWORK AND SCULPTURES FOR THE VIEWING AND EDUCATION OF THE PUBLIC | Description1Txt |
| Expenses1 | $9,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,901 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,901 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,374 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,374 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4 | TotalTaxAmt |
| Distributable Before Adj | $1,370 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,370 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,370 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,845 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,370 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $34,334 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $18,505 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,733 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $136,395 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $196,967 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,845 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,475 | RemainingDistriFromCorpusAmt |
| Total Corpus | $220,442 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $34,334 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $186,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $18,505 | ExcessFromYear3Amt |
| Excess From Year2 | $7,733 | ExcessFromYear2Amt |
| Excess From Year1 | $136,395 | ExcessFromYear1Amt |
| Excess From Current Year | $23,475 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA TETRAULT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEACE RIVER BOTANICAL & SCULPTURE | BusinessNameLine1Txt |
| Business Name Line2 | GARDENS | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5827 RIVERSIDE DR | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33982 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | CHARITY | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATIONS - CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $9,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $842 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $843 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LINDA TETRAULT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 RIVERSIDE DRIVE | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33982 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $55,147 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $5,150 | Amt |
| Net Investment Income | $515 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,635 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|
| 5751 BEECHWOOD | 2007-07-05 | $279,451 |
| 5800 RIVERSIDE DRIVE | 2007-01-04 | $973,777 |
| 5827 RIVERSIDE DRIVE | 2006-12-19 | $330,065 |
| STUBB PROPERTY | 2007-06-13 | $2,500 |
| SCULPTURE | 2010-10-31 | $12,100 |
| VACANT LOT - RIVERSIDE | 2012-02-18 | $875 |
| SCULPURE IMPROVEMENTS | 2011-12-31 | $5,886 |
| SCULPURE IMPROVEMENTS | 2012-10-31 | $143,043 |
| SCULPTURE ADDITIONS | 2013-10-31 | $59,580 |
| SCULPTURE PURCHASES | 2013-10-31 | $58,465 |
| SCULPTURE ADDITIONS | 2014-10-31 | $2,497 |
| SCULPUTRE PURCHASE ADDITIONS | 2014-10-31 | $7,822 |
| SCULPTURE CONTAINER | 2013-11-30 | $1,851 |
| SCULPTURE - KEEL | 2014-10-31 | $64,396 |
| SCULPTURE - THINKER | 2014-10-31 | $15,231 |
| ARTWORK | 2014-10-31 | $5,699 |
| TREE TRELLIS | 2014-10-31 | $10,933 |
| 5850 RIVERSIDE DRIVE | 2015-10-31 | $340,373 |
| SCULPTURE ADDITION | 2015-02-17 | $1,325 |
| TREE TRELLIS ADDITIONS | 2015-10-31 | $35,402 |
| ARTWORK ADDITIONS | 2016-06-05 | $275 |
| SCULPTURE - FEUERMAN | 2016-10-31 | $140,000 |
| SCULPTURE ADDITIONS | 2016-04-08 | $2,500 |
| TREE TRELLIS ADDITIONS | 2016-03-14 | $2,620 |
| SCULPUTRE FEUERMAN ADD | 2017-10-31 | $62,000 |
| SCULPUTRE - OSTRICHES | 2017-10-31 | $8,443 |
| SCULPUTRE PURCHASE ADD | 2017-10-31 | $11,914 |
| SCULPTURE FIRE & HARMONY | 2018-10-31 | $210,000 |
| SCULPTURE PURCHASE ADD | 2018-10-31 | $18,177 |
| 5801 RIVERSIDE DRIVE | 2019-03-31 | $58,563 |
| COW PASTURE SCULPTURE | 2020-10-31 | $28,069 |
| LAND - SPEC EXCEPT | 2020-10-31 | $12,590 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 5751 BEECHWOOD | $279,451 | $279,451 | $279,451 |
| 5800 RIVERSIDE DRIVE | $973,777 | $973,777 | $973,777 |
| 5827 RIVERSIDE DRIVE | $330,065 | $330,065 | $330,065 |
| 5850 RIVERSIDE DRIVE | $340,373 | $340,373 | $340,373 |
| ARTWORK | $5,974 | $5,974 | $5,974 |
| STUB PROPERTY | $2,500 | $2,500 | $2,500 |
| SCULPTURE | $226,930 | $226,930 | $226,930 |
| RIVERSIDE DRIVE - VACANT LOT | $875 | $875 | $875 |
| SCULPTURE PURCHASE | $96,378 | $96,378 | $96,378 |
| SCULPTURE KEEL | $64,396 | $64,396 | $64,396 |
| SCULPTURE - THINKER | $15,230 | $15,230 | $15,230 |
| SCULPTURE - CONTAINER | $1,851 | $1,851 | $1,851 |
| TREE TRELLIS | $48,955 | $48,955 | $48,955 |
| FEUMANN SCULPTURES | $202,000 | $202,000 | $202,000 |
| SCULPTURE - OSTRICHES | $8,443 | $8,443 | $8,443 |
| SCULPTURE - FIRE & HARMONY | $210,000 | $210,000 | $210,000 |
| 5801 RIVERSIDE DRIVE | $58,563 | $58,563 | $58,563 |
| SCULPTURES - COWS | $28,070 | $28,070 | $28,070 |
| LAND - SPECIAL EXEMPTION | $12,590 | $12,590 | $12,590 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE SECOND LSC LTD | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $210,000 | LoanOriginalAmt |
| Note | 2018-03 | NoteDt |
| Loan Maturity | 2024-10 | LoanMaturityDt |
| Repayment Terms | NO INTEREST | RepaymentTermsTxt |
| Security Provided Borrower | SCULPTURE--FIRE & HARMONY | SecurityProvidedBorrowerTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT FEES | $29 | $29 | |
| INSURANCE | $943 | $943 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| REAL ESTATE TAXES | $1,679 | $1,679 |
| LAND LEASE | $6,225 | $6,225 |
| FEDERAL EXCISE TAX | $4 |
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