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COMMUNITY HOUSING TRUST: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY HOUSING TRUST (EIN 52-1882980)
Tax period
2023-10-01 to 2024-04-30
Filed
2024-09-19
IRS object ID
202412639349200216
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-19T10:37:25-05:00ReturnTs
Tax Period End2024-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521853933PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JM&MBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110500 LITTLE PATUXENT PARKWAY SUITEAddressLine1Txt
Address Line2770AddressLine2Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21044ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521882980EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY HOUSING TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone9416855649PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15050 BAY SHORE ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34234ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAUDIA BARNETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9416855649PhoneNum
Signature2024-09-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEENA BISHNOIPreparerPersonNm
PTINP01480769PTIN
Phone4108840220PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Final ReturnYes (X)FinalReturnInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressNONEWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$3,631GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$3,631InvestmentIncomeAmt
Total Revenue$3,631TotalRevenueAmt
Grants And Similar Amounts Paid$1,707,015GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,866FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$639OtherExpensesTotalAmt
Total Expenses$1,709,520TotalExpensesAmt
Excess Or Deficit For Year-$1,705,889ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$1,705,889NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$1,705,889BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,705,889BOYAmt
EOY$0EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$1,705,889BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE PRIMARY PURPOSE OF THE COMMUNITY HOUSING TRUST IS TO PROVIDE HOUSING FOR HOMELESS PERSONS THROUGH (I) ACQUIRING OR FACILITATING THE ACQUISITION OF RESIDENTIAL PROPERTY OR (II) LEASING OR FACILITATING THE LEASING OF RESIDENTIAL PROPERTY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE ORGANIZATION HAD NO PROGRAM SERVICES DURING THIS FINAL SHORT-YEAR PERIOD.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAUDIA BARNETT
PRESIDENT0.50$0$0$0
ALEXANDRA TILLMAN
SECRETARY0.50$0$0$0
CHRISTIAN SCHUNK
TREASURER0.50$0$0$0
KIMBERLY PERRY
BOARD MEMBER0.30$0$0$0
PETER FORTNER
BOARD MEMBER0.30$0$0$0
JASON REED SANDRIDGE
BOARD MEMBER0.30$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLAUDIA BARNETTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15050 BAY SHORE ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34234ZIPCd
FieldValueIRS element (for citing)
Phone9416855649PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Public Support Total509$0PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,201CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,117CurrentTaxYearMinus1YearAmt
Current Tax Year$3,631CurrentTaxYearAmt
Total$77,953TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,201CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,117CurrentTaxYearMinus1YearAmt
Current Tax Year$3,631CurrentTaxYearAmt
Total$77,953TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,201CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,117CurrentTaxYearMinus1YearAmt
Current Tax Year$3,631CurrentTaxYearAmt
Total$77,953TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.00000PublicSupportCY509Pct
Public Support PY5090.39740PublicSupportPY509Pct
Investment Income CY1.00000InvestmentIncomeCYPct
Investment Income PY0.60260InvestmentIncomePYPct
Private Foundation509Yes (X)PrivateFoundation509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III:FormAndLineReferenceDesc
ExplanationSCHEDULE A, PART III FOR 2023 HAS BEEN CALCULATED AS A SHORT YEAR, FROM 10/2/2023 UNTIL THE DISSOLUTION 4/30/24.ExplanationTxt

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail (4 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDescDistributionDistributionDtFair Market Value Of AssetFairMarketValueOfAssetAmtMethod Of FMV DeterminationMethodOfFMVDeterminationTxtEINEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionTxt
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
INVESTMENTS2023-10-16$1,694,503FMV5919568862635 FRUITVILLE ROADSARASOTAFL34237501(C)(3)
JM&M
FORM 990 PREPARATION FEES2023-10-31$1,750COST52185393310500 LITTLE PATUXENT PARKWAY SUITCOLUMBIAMD21044N/A
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
TRANSFER OF CHECKING ACCOUNT BALANCE2024-03-12$9,900CASH5919568862635 FRUITVILLE ROADSARASOTAFL34237501(C)(3)
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
FINAL INVESTMENTS2024-03-28$1,865CASH5919568862635 FRUITVILLE ROADSARASOTAFL34237501(C)(3)
FieldValueIRS element (for citing)
Director Of Successor0DirectorOfSuccessorInd
Employee Of Successor0EmployeeOfSuccessorInd
Owner Of SuccessorYes (1)OwnerOfSuccessorInd
Receive Compensation0ReceiveCompensationInd
Assets DistributedYes (1)AssetsDistributedInd
Required To Notify AGYes (1)RequiredToNotifyAGInd
Attorney General NotifiedYes (1)AttorneyGeneralNotifiedInd
Liabilities PaidYes (1)LiabilitiesPaidInd
Bonds Outstanding0BondsOutstandingInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2E:PERSON(S) INVOLVED: CLAUDIA BARNETT, PRESIDENT OF COMMUNITY HOUSING TRUST
PART I, LINE 2E:EXPLANATION OF INVOLVEMENT: THE ASSETS OF COMMUNITY HOUSING TRUST WENT TO COMMUNITY FOUNDATION OF SARASOTA, MANAGED BY A DONOR ADVISED FUND WHICH IS OWNED BY CLAUDIA BARNETT, WHICH REQUIRES ALL GRANTS TO BE FOR SPECIAL NEEDS, AFFORDABLE HOUSING AND SOCIAL JUSTICE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST/DIVIDENDS. AMOUNT: 3,631.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FINAL DISPOSITION. GRANTEE NAME: COMMUNITY FOUNDATION OF SARASOTA COUNTY. GRANTEE ADDRESS: 2635 FRUITVILLE ROAD SARASOTA, FL 34237. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/12/24. AMOUNT GIVEN: 9,900.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: INVESTEMENTS. GRANTEE NAME: COMMUNITY FOUNDATION OF SARASOTA COUNTY. GRANTEE ADDRESS: 2635 FRUITVILLE ROAD SARASOTA, FL 34237. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH AND INVESTMENTS. DATE OF GIFT: 05/31/24. AMOUNT GIVEN: 1,697,115. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 1,707,015.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK FEES. AMOUNT: 10. DESCRIPTION: REGISTRATIONS. AMOUNT: 429. DESCRIPTION: MISCELLANEOUS. AMOUNT: 200. TOTAL TO FORM 990-EZ, LINE 16: 639.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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