INITIATIVE FOR DIGITAL ENGINEERING: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INITIATIVE FOR DIGITAL ENGINEERING (EIN 83-1372987)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-13
- IRS object ID
- 202412579349100626
- Schema version
- 2023v5.1
- 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
- Amortization Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-13T13:52:07-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010452193 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERRY TALBOT ROYER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SIX FUNDY ROAD | AddressLine1Txt |
| City | FALMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04105 | 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 | 831372987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INITIATIVE FOR DIGITAL ENGINEERING | BusinessNameLine1Txt |
| Business Name Line2 | AND LIFE SCIENCES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INIT | BusinessNameControlTxt |
| Phone | 2077813445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 FUNDY ROAD 100 | AddressLine1Txt |
| City | FALMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041051780 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES HEWETT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2076643427 | PhoneNum |
| Signature | 2024-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C ROYER CPA MST | PreparerPersonNm |
| PTIN | P00548146 | PTIN |
| Phone | 2077813445 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,237,873 | 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 | $15,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28,369 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,369 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $6,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $6,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $6,000 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,034,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,369 | 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 |
| Legal Fees Rev And Expnss | $260 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,763 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $13,067 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,987,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,369 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $112,859 | CashBOYAmt |
| Cash EOY | $189,856 | CashEOYAmt |
| Cash EOYFMV | $189,856 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,706,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,351,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,351,610 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,982 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,150 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,150 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,468,837 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,298 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,417,302 | LandBOYAmt |
| Land EOY | $11,409,539 | LandEOYAmt |
| Land EOYFMV | $11,409,539 | LandEOYFMVAmt |
| Other Assets BOY | $11,631,354 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,281,718 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,281,718 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,872,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,237,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,237,873 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $869,292 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,247,996 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $869,292 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,247,996 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,002,854 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $40,989,877 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,002,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,989,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,872,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,237,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,002,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,987,023 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,989,877 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,989,877 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $478 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $478 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $478 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22 | OverpaymentAmt |
| Applied To ES Tax | $22 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL C ROYER CPA MST | IndividualWithBooksNm |
| Phone | 2077813445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 FUNDY ROAD SUITE 100 | AddressLine1Txt |
| City | FALMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04105 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA ROUX | ||||||||
| 4037 SHORE LANE | BOCA GRAND | FL | 33921 | BOARD MEMBER | 2.50 | $0 | $0 | $0 |
| CHARLES HEWETT | ||||||||
| 131 HURD POINT ROAD | DEDHAM | ME | 04429 | BOARD MEMBER/EXECUTIVE DIRECTOR | 40.00 | $363,000 | $0 | $0 |
| DAVID ROUX | ||||||||
| 4037 SHORE LANE | BOCA GRAND | FL | 33921 | BOARD CHAIR | 10.00 | $0 | $0 | $0 |
| FORD REICHE | ||||||||
| 24 EMU STREET | FREEPORT | ME | 04032 | CHIEF OPERATING OFFICER | 40.00 | $440,000 | $66,118 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL COCHRANE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 ARLINGTON PLACE APT 2 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SENIOR PROJECT MANAG | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $161,750 | CompensationAmt |
| Employee Benefits | $22,590 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE SEVEN ASSOCIATES INC | |||||
| 1050 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | ARCHITECTURAL & DESIGN | $7,306,632 |
| CONSIGLI CONSTRUCTION CO INC | |||||
| 72 SUMNER STREET | MILFORD | MA | 01757 | CONSTRUCTION SERVICES | $4,515,187 |
| WOODARD & CURRAN INC | |||||
| PO BOX 55008 | BOSTON | MA | 022052008 | ARCHITECTURAL & DESIGN | $660,341 |
| BRUNERCOTT ARCHITECTS | |||||
| 225 FRIEND STREET SUITE 701 | BOSTON | MA | 02114 | ARCHITECTURAL & DESIGN | $394,439 |
| VANASSE HANGEN BRUSTLIN INC | |||||
| PO BOX 845179 | BOSTON | MA | 022845179 | TECHNICAL | $276,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONDUCTED MASTER PLANNING AND ACQUIRED 13.5 ACRE B&M BAKED BEANS FACTORY SITE TO CONVERT INTO ROUX CAMPUS. PARTNERED WITH ROUX INSTITUTE AND NORTHEASTERN UNIVERSITY TO DEVELOP THE NORTHEASTERN UNIVERSITY ROUX CENTER CAMPUS. SELECTED ARCHITECTURAL FIRM TO DESIGN ROUX INSTITUTE FACILITY AND AT-RISK CONSTRUCTION MANAGER. (APPROPRIATE EXPENDITURES CAPITALIZED RATHER THAN REPORTED AS EXPENSES). | Description1Txt |
| Expenses1 | $47,346 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $478 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $0 | 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) |
|---|---|---|
| Contributing Manager | BARBARA ROUX | ContributingManagerNm |
| Contributing Manager | DAVID ROUX | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,369 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $6,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,369 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,369 | 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 Person | DAVID AND BARBARA ROUX | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1990 MAIN STREET SUITE 750 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (3 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Net Investment IncomeNetInvestmentIncomeAmt | Total AmortizationTotalAmortizationAmt | Current Year AmortizationCurrentYearAmortizationAmt |
|---|---|---|---|---|---|---|---|
| WEBSITE | 2018-10-23 | $16,000 | $16,000 | 36.000000000000 | $0 | $16,000 | |
| DOMAIN NAME | 2018-09-24 | $6,688 | $1,895 | 180.000000000000 | $0 | $2,341 | $446 |
| BRAND DESIGN | 2018-10-23 | $10,750 | $2,986 | 180.000000000000 | $0 | $3,703 | $717 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2019-04-16 | $12,791 | $2,985 | SL | 15.000000000000 | $853 | $0 |
| SIGNAGE | 2019-04-12 | $8,362 | $6,917 | 200DB | 5.000000000000 | $963 | $0 |
| RECEPTION DESK | 2019-04-26 | $4,856 | $3,339 | 200DB | 7.000000000000 | $433 | $0 |
| PAKISTAN ARYANA RUG 8FT 6IN | 2019-03-28 | $4,408 | $3,031 | 200DB | 7.000000000000 | $393 | $0 |
| PAKISTAN ARYANA RUG 8FT 11IN | 2019-03-28 | $4,699 | $3,231 | 200DB | 7.000000000000 | $419 | $0 |
| CONFERENCE TABLE | 2019-06-30 | $16,500 | $11,346 | 200DB | 7.000000000000 | $1,473 | $0 |
| CREDENZA | 2019-06-05 | $2,893 | $1,989 | 200DB | 7.000000000000 | $258 | $0 |
| MICROSOFT SURFACE HUB | 2019-07-30 | $11,502 | $9,515 | 200DB | 5.000000000000 | $1,325 | $0 |
| CREDENZA | 2019-02-20 | $2,901 | $1,995 | 200DB | 7.000000000000 | $259 | $0 |
| EVERGREEN SOFA | 2019-02-20 | $3,301 | $2,270 | 200DB | 7.000000000000 | $295 | $0 |
| LED WALL SIGN - THE ROUX INSTITUTE OF NEU | 2020-03-19 | $4,513 | $2,539 | 200DB | 7.000000000000 | $564 | $0 |
| CABINETS | 2020-05-20 | $4,227 | $2,378 | 200DB | 7.000000000000 | $528 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| WEBSITE | $16,000 | $16,000 | $0 |
| DOMAIN NAME | $6,688 | $2,341 | $4,347 |
| BRAND DESIGN | $10,750 | $3,703 | $7,047 |
| LEASEHOLD IMPROVEMENTS | $12,791 | $3,838 | $8,953 |
| SIGNAGE | $8,362 | $7,880 | $482 |
| RECEPTION DESK | $4,856 | $3,772 | $1,084 |
| PAKISTAN ARYANA RUG 8FT 6IN | $4,408 | $3,424 | $984 |
| PAKISTAN ARYANA RUG 8FT 11IN | $4,699 | $3,650 | $1,049 |
| CONFERENCE TABLE | $16,500 | $12,819 | $3,681 |
| CREDENZA | $2,893 | $2,247 | $646 |
| MICROSOFT SURFACE HUB | $11,502 | $10,840 | $662 |
| CREDENZA | $2,901 | $2,254 | $647 |
| EVERGREEN SOFA | $3,301 | $2,565 | $736 |
| LED WALL SIGN - THE ROUX INSTITUTE OF NEU | $4,513 | $3,103 | $1,410 |
| CABINETS | $4,227 | $2,906 | $1,321 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $260 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTANGIBLE ASSETS | $12,557 | $11,394 | $11,394 |
| SECURITY DEPOSITS | $17,844 | $4,856 | $4,856 |
| CONSTRUCTION IN PROGRESS | $11,600,953 | $27,265,468 | $27,265,468 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL FEES | $3,573 | $0 | $0 |
| OFFICE EXPENSES | $16,445 | $0 | $0 |
| INFORMATION TECHNOLOGY EXPENSES | $4,287 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $788 | $0 | $0 |
| AMORTIZATION | $1,163 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BARABARA ROUX | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1990 MAIN STREET SUITE 750 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |