PELICAN SOUND CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PELICAN SOUND CHARITABLE FOUNDATION INC (EIN 84-1746629)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-05
IRS object ID
202301259349202110
Schema version
2021v4.2
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)
Return2023-05-05T13:15:20-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221732349PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 CAMPUS DRIVEAddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841746629EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PELICAN SOUND CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPELIBusinessNameControlTxt
Phone2399485258PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14569 PELICAN SOUND BLVDAddressLine1Txt
CityESTEROCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33928ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELL FRITHPersonNm
Person TitleDIRECTOR & TREASURERPersonTitleTxt
Phone2399485258PhoneNum
Signature2023-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRUSSELLPersonFirstNm
Person LastFRITHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonILYA BRODETSKIYPreparerPersonNm
PTINP01267151PTIN
Phone9739949400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.PELICANSOUNDGRC.COM/WEB/PAGES/CHARITABLE-FOUNWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$123,944GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$80,954ContributionsGiftsGrantsEtcAmt
Fundraising Gross Income$42,990FundraisingGrossIncomeAmt
Special Events Direct Expenses$13,123SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$29,867SpecialEventsNetIncomeLossAmt
Total Revenue$110,821TotalRevenueAmt
Grants And Similar Amounts Paid$150,000GrantsAndSimilarAmountsPaidAmt
Occupancy Rent Utlts And Maint$1,858OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$628PrintingPublicationsPostageAmt
Other Expenses Total$731OtherExpensesTotalAmt
Total Expenses$153,217TotalExpensesAmt
Excess Or Deficit For Year-$42,396ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$57,476NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$15,080NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$58,062BOYAmt
EOY$15,380EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$58,062BOYAmt
EOY$15,380EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$586BOYAmt
EOY$300EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$57,476BOYAmt
EOY$15,080EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE PELICAN SOUND CHARITABLE FOUNDATION (PSCF) IS A 501(C)(3) NON-PROFIT ORGANIZATION. FORMED IN 2019, THE MISSION OF THE PSCF IS TO SUPPORT CHARITABLE AND EDUCATIONAL PROGRAMS OF ORGANIZATIONS THAT IMPROVE THE LIVES OF SOUTHWEST FLORIDA RESIDENTS IN NEED.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO SUPPORT CHARITABLE AND EDUCATIONAL PROGRAMS OF ORGANIZATIONS THAT IMPROVE THE LIVES OF SOUTHWEST FLORIDA RESIDENTS IN NEED.DescriptionProgramSrvcAccomTxt
Grants And Allocations$150,000GrantsAndAllocationsAmt
Program Service Expenses$150,000ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$150,000TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHY RHODES
PRESIDENT4.00$0$0$0
JOAN BUFFONE
SECRETARY2.00$0$0$0
SUSAN CARTER
DIRECTOR4.00$0$0$0
JUDY COMPARATO
DIRECTOR2.00$0$0$0
KATHY FITZPATRICK
DIRECTOR2.00$0$0$0
FRED KOHNKE
DIRECTOR2.00$0$0$0
PAUL LINDEMANN
TREASURER2.00$0$0$0
ALAN FANGER
DIRECTOR2.00$0$0$0
ANNETTE KOCH
DIRECTOR2.00$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 Etc0OrganizationDissolvedEtcInd
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

FieldValueIRS element (for citing)
PersonCAROLYN WATSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120915 ISLAND SOUND CIRCLE UNIT 103AddressLine1Txt
CityESTEROCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33928ZIPCd
FieldValueIRS element (for citing)
Phone2392217070PhoneNum
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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$33,894CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,145CurrentTaxYearMinus1YearAmt
Current Tax Year$64,947CurrentTaxYearAmt
Total$151,986TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$62,167CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,921CurrentTaxYearMinus1YearAmt
Current Tax Year$58,997CurrentTaxYearAmt
Total$186,085TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$96,061CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,066CurrentTaxYearMinus1YearAmt
Current Tax Year$123,944CurrentTaxYearAmt
Total$338,071TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$338,071PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$96,061CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,066CurrentTaxYearMinus1YearAmt
Current Tax Year$123,944CurrentTaxYearAmt
Total$338,071TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$18,527GrossReceiptsEvent1Amt
Charitable Contri Event1$16,007CharitableContriEvent1Amt
Gross Revenue Event1$2,520GrossRevenueEvent1Amt
Other Direct Expenses Event1$2,438OtherDirectExpensesEvent1Amt
Event2HELICOPTER BALLEvent2Nm
Gross Receipts Event2$25,030GrossReceiptsEvent2Amt
Gross Revenue Event2$25,030GrossRevenueEvent2Amt
Cash Prizes Event2$4,415CashPrizesEvent2Amt
Other Direct Expenses Event2$930OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$15,440GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$15,440GrossRevenueOtherEventsAmt
Cash Prizes Other Events$4,275CashPrizesOtherEventsAmt
Oth Direct Expnss Other Events$1,065OthDirectExpnssOtherEventsAmt
Gross Receipts Total$58,997GrossReceiptsTotalAmt
Charitable Contributions Tot$16,007CharitableContributionsTotAmt
Gross Revenue Total Events$42,990GrossRevenueTotalEventsAmt
Cash Prizes Total Events$8,690CashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$4,433OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$13,123DirectExpenseSummaryEventsAmt
Net Income Summary$29,867NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: AMERICAN HEART ASSOCIATION . GRANTEE ADDRESS: 7272 GREENVILLE AVE DALLAS, TX 75231. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 12,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: CAFE OF LIFE . GRANTEE ADDRESS: P.O. BOX 367794 BONITA SPRINGS, FL 34136. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: GOLDEN PAWS ASSISTANCE DOGS. GRANTEE ADDRESS: 3645 GATEWAY LN NAPLES , FL 34109. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: GUARDIAN LITEM FOUNDATION . GRANTEE ADDRESS: 1700 MONROE S FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 12,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES. GRANTEE ADDRESS: 12751 NEW BRITTANY BLVD SUITE 100 FORT MYERS, FL 33907. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: HARRY CHAPIN FOOD BANK OF SOUTHWEST FL. GRANTEE ADDRESS: 3760 FOWLER ST FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: INTERFAITH CHARITIES OF SWFL . GRANTEE ADDRESS: 17592 ROCKEFELLER CIR FORT MYERS, FL 33967. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: LACES OF LOVE . GRANTEE ADDRESS: 1976 BETHANY PL NAPLES , FL 34109. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 10,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: NEW HORIZON OF SWFL . GRANTEE ADDRESS: 25300 BERNWOOD DR, STE 1 BONITA SPRINGS, FL 34135. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: OUR MOTHER'S HOME . GRANTEE ADDRESS: 7438 CARRIER RD FORT MYERS, FL 33967. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: PROTECTED HARBOR . GRANTEE ADDRESS: 4951 BRIARCLIFF LN NAPLES , FL 34113. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GENERAL DONATIONS. GRANTEE NAME: THE DUBIN CENTER . GRANTEE ADDRESS: 12685 NEW BRITTANY BLVD FORT MYERS, FL 33907. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 150,000.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK CHARGES. AMOUNT: 424. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 307. TOTAL TO FORM 990-EZ, LINE 16: 731.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNT PAYABLE . BEG. OF YEAR AMOUNT: 586. END OF YEAR AMOUNT: 300.

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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