GETZEN FAMILY CHARITIES INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GETZEN FAMILY CHARITIES INC (EIN 82-0540623)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-04
- IRS object ID
- 202421569349100217
- Schema version
- 2023v5.0
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-04T12:23:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820540623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GETZEN FAMILY CHARITIES INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O LINDA GETZEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GETZ | BusinessNameControlTxt |
| Phone | 9419228581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1457 LANDINGS CIRCLE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA GETZEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9419228581 | PhoneNum |
| Signature | 2024-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | GETZEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE L BYNUM | PreparerPersonNm |
| PTIN | P00106704 | PTIN |
| Phone | 9413654617 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,757,840 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,299,002 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $75,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,093 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $937,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,925 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $62,248 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $92 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,616,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,110 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,338 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,633 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,572 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,468,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,200 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,428 | CashBOYAmt |
| Cash EOY | $58,847 | CashEOYAmt |
| Cash EOYFMV | $58,847 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,503 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,435,293 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,596,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,092,383 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $997,348 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,041,837 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $218,043 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $349,311 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $398,270 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,700,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,168,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,757,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,700,426 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,168,884 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,700,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,168,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,700,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,168,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,700,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,468,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,168,884 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,168,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $68,615 | $69,772 | -$1,157 | -$1,157 |
| PUBLICLY TRADED SECURITIES | P | $817,279 | $681,123 | $136,156 | $136,156 |
| PUBLICLY TRADED SECURITIES | P | $18,841 | $6,596 | $12,245 | $12,245 |
| CAPITAL GAINS DIVIDENDS | P | $32,681 | $32,681 | $32,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,925 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,614 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,410 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,024 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $810 | OverpaymentAmt |
| Applied To ES Tax | $810 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA R GETZEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9413217749 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1457 LANDINGS CIRCLE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MINTA M GETZEN | ||||||||
| 1457 LANDINGS CIRCLE | SARASOTA | FL | 34231 | VP | 1.00 | $0 | $0 | $0 |
| RUTH E GETZEN | ||||||||
| 1457 LANDINGS CIRCLE | SARASOTA | FL | 34231 | VP (DECEASED 2/01/2023) | 1.00 | $0 | $0 | $0 |
| LINDA R GETZEN | ||||||||
| 1457 LANDINGS CIRCLE | SARASOTA | FL | 34231 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SANDRA L ALGER | ||||||||
| 1457 LANDINGS CIRCLE | SARASOTA | FL | 34231 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES W GETZEN | ||||||||
| 1457 LANDINGS CIRCLE | SARASOTA | FL | 34231 | VP | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,489,967 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,698,736 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,698,736 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,658,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,214 | TotalTaxAmt |
| Distributable Before Adj | $129,699 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,699 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,699 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,086 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,086 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,699 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $113,204 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $2,098 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $113,204 | AppliedToYear1Amt |
| Applied To Prior Years | $2,098 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $121,915 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY AT GLENGARY | |||||||
| 1910 GLENGARY ST | SARASOTA | FL | 34231 | NONE | PC | GENERAL FUND | $6,000 |
| ALL FAITHS FOOD BANK | |||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | NONE | PC | GENERAL FUND | $8,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PC | GENERAL FUND | $6,000 |
| CHILDREN OF FALLEN SOLDIERS RELIEF FUND INC | |||||||
| PO BOX 22056 | SARASOTA | FL | 34276 | NONE | PC | GENERAL FUND | $5,000 |
| CHURCH OF THE PALMS | |||||||
| 3224 BEE RIDGE RD | SARASOTA | FL | 34239 | NONE | PC | FOOD PANTRY | $6,000 |
| COMMUNITY FOUNDATION OF SARASOTA COUNTY | |||||||
| 2635 FRUITVILLE ROAD | SARASOTA | FL | 34237 | NONE | PC | SEASON OF SHARING | $6,000 |
| SARASOTA ORCHESTRA | |||||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | NONE | PC | GENERAL FUND | $250 |
| FORTY CARROTS FAMILY CENTER | |||||||
| 1500 SOUTH TUTTLE AVE | SARASOTA | FL | 34239 | NONE | PC | MENTAL HEALTH & PARENTS' EDUCATION | $15,000 |
| GIRL SCOUT OF GULFCOAST FLORIDA INC | |||||||
| 4780 CATTLEMEN RD | SARASOTA | FL | 34233 | NONE | PC | GENERAL FUND | $10,000 |
| JACK & JILL LATE STAGE CANCER FOUNDATION | |||||||
| 75 REMITTANCE DR | CHICAGO | IL | 60676 | NONE | PC | GENERAL FUND | $7,000 |
| LIBRARY FOUNDATION FOR SARASOTA COUNTY INC | |||||||
| 13801 TAMIAMI TR S-D | NORTH PORT | FL | 34287 | NONE | PC | GENERAL FUND | $6,000 |
| MEALS ON WHEELS OF SARASOTA INC | |||||||
| 421 NORTH LIME AVENUE | SARASOTA | FL | 34237 | NONE | PC | GENERAL FUND | $8,000 |
| RESURRECTION HOUSE | |||||||
| 507 KUMQUAT COURT | SARASOTA | FL | 34236 | NONE | PC | GENERAL FUND | $6,000 |
| SAMARITAN COUNSELING CENTER | |||||||
| 3224 BEE RIDGE RD | SARASOTA | FL | 34239 | NONE | PC | GENERAL FUND | $8,000 |
| SARASOTA BAY WATCH INC | |||||||
| PO BOX 1141 | OSPREY | FL | 34229 | NONE | PC | GENERAL FUND | $2,000 |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | |||||||
| 1700 S TAMIAMI TRAIL | SARASOTA | FL | 34239 | NONE | PC | ONCOLOGY WING | $6,600 |
| SOUTHWEST FLORIDA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 1801 BOY SCOUT DRIVE | FT MYERS | FL | 33907 | NONE | PC | GENERAL FUND | $10,000 |
| TRIANGLE EDUCATION FOUNDATION | |||||||
| 120 S CENTER STREET | PLAINFIELD | IN | 46168 | NONE | PC | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,093 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $179,925 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $317,266 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $317,266 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILUAM E GETZEN IRA UNDER AGREEMENT DATED APRIL 25 2007 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NORTHERN TRUST CO PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,299,002 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $2,175 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,175 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | GETZEN FAMILY CHARITIES ELECTS TO APPLY 2023 QUALIFYING DISTRIBUTIONS TO 2021 UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN CORP/GOVT FIXED INCOME FD | $928,455 | $972,016 |
| NORTHERN OTHER BONDS | $68,893 | $69,821 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHERN FDS LARGE CAP VALUE FD | $797,327 | $1,142,454 |
| NORTHERN SMALL CAP | $195,565 | $262,629 |
| NORTHERN INTL DEVELOPED | $463,467 | $546,296 |
| NORTHERN INTL EMERGING | $140,516 | $141,004 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFO CREDIT SUISSE COMMODITY FD | AT COST | $155,777 | $188,534 |
| NORTHERN REAL ESTATE FD | AT COST | $193,534 | $209,736 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE ORGANIZATION FEE | $61 | $0 | $61 |
| INVESTMENT FEES | $19,658 | $19,658 | $0 |
| PREMIUM ON LIFE INSURANCE HELD BY CHARITY | $1,914 | $1,914 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $92 | $92 | $92 |
| LIFE INSURANCE PROCEEDS | $62,156 | $0 | $62,156 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,338 | $2,338 | $0 |
| EXCISE TAX | $814 | $0 | $0 |
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