CARBONARI FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CARBONARI FAMILY FOUNDATION INC (EIN 34-1787787)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202311329349104266
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T17:23:14-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362938874PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OSTROW REISIN BERK & ABRAMS LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1455 N CITYFRONT PLAZA DR SUITE 1500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341787787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARBONARI FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O BRUCE A CARBONARIBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCARBBusinessNameControlTxt
Phone8474844488PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1384 4541 SHORE LANEAddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE A CARBONARIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8474844488PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRUCEPersonFirstNm
Person LastCARBONARIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM PECHINPreparerPersonNm
PTINP00746998PTIN
Phone3126707444PhoneNum
Preparation2023-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,892,920FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,084ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$123,652DividendsRevAndExpnssAmt
Dividends Net Invst Incm$123,652DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$372,617NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,945,380GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$372,617CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$696,353TotalRevAndExpnssAmt
Total Net Invst Incm$496,269TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$970LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$970LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20,704OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,704OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,676TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,060TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,210OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,060TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,014TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,220TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$401,520ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$401,520ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$436,580TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,014TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$403,740TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$259,773ExcessRevenueOverExpensesAmt
Net Investment Income$473,255NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$117,277SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$97,144SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$97,144SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$495,779USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$499,892USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,489,846CorporateStockBOYAmt
Corporate Stock EOY$2,900,414CorporateStockEOYAmt
Corporate Stock EOYFMV$4,295,884CorporateStockEOYFMVAmt
Corporate Bonds BOY$810,459CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Total Assets BOY$3,417,582TotalAssetsBOYAmt
Total Assets EOY$3,493,337TotalAssetsEOYAmt
Total Assets EOYFMV$4,892,920TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,417,582RetainedEarningBOYAmt
Retained Earning EOY$3,493,337RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,417,582TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,493,337TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,417,582TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,493,337TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,417,582TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$259,773ExcessRevenueOverExpensesAmt
Other Increases$168OtherIncreasesAmt
Subtotal$3,677,523SubtotalAmt
Other Decreases$184,186OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,493,337TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$3,945,380GrossSalesPriceAmt
Cost Or Other Basis$3,572,763CostOrOtherBasisAmt
Gain Or Loss$372,617GainOrLossAmt
Gains Minus Excess Or Losses$372,617GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$372,617CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,578InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,578SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,578TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$4,178TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRUCE A CARBONARIIndividualWithBooksNm
Phone9418551400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14541 SHORE LANEAddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRUCE A CARBONARI
PO BOX 1384 4541 SHORE LANEBOCA GRANDEFL33921PRESIDENT/TREASURER2.00$0$0$0
KATHRYN E CARBONARI
PO BOX 1384 4541 SHORE LANEBOCA GRANDEFL33921VICE PRES/SECRETARY2.00$0$0$0
DANIELLE M CARBONARI
PO BOX 1384 4541 SHORE LANEBOCA GRANDEFL33921DIRECTOR1.00$0$0$0
NICOLE K CARBONARI
PO BOX 1384 4541 SHORE LANEBOCA GRANDEFL33921DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,660,757AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$226,775AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,887,532TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,887,532AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,313CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,814,219NetVlNoncharitableAssetsAmt
Minimum Investment Return$240,711MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$240,711MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,578TaxBasedOnInvestmentIncomeAmt
Total Tax$6,578TotalTaxAmt
Distributable Before Adj$234,133DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$234,133DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$234,133DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$403,740ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$403,740QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$234,133DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$105,593ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$67,624ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$169,193ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$220,289ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$66,569ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$629,268TotalExcessDistributionCyovAmt
Qualifying Distributions$403,740QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$234,133AppliedToCurrentYearAmt
Remaining Distri From Corpus$169,607RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$798,875TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$105,593ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$693,282ExcessDistriCyovToNextYrAmt
Excess From Year4$67,624ExcessFromYear4Amt
Excess From Year3$169,193ExcessFromYear3Amt
Excess From Year2$220,289ExcessFromYear2Amt
Excess From Year1$66,569ExcessFromYear1Amt
Excess From Current Year$169,607ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRUCE A CARBONARIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A BETTER SHOT FOUNDATION
9600 EAGLE PRESERVE DRENGLEWOODFL34224PCGENERAL SUPPORT$12,200
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVENUECHICAGOIL60601PCGENERAL SUPPORT$1,500
BOCA GRANDE CHARITIES INC
PO BOX 1407BOCA GRANDEFL33921PCGENERAL SUPPORT$3,000
BOCA GRANDE DISASTER FUND
PO BOX 1468BOCA GRANDEFL33921PCGENERAL SUPPORT$100,000
BOCA GRANDE HEALTH CLINIC
320 PARK AVEBOCA GRANDEFL33921PCGENERAL SUPPORT$400
BOCA GRANDE PRESCHOOL
250 PARK AVENUEBOCA GRANDEFL33921PCGENERAL SUPPORT$30,000
BOCA GRANDE WOMAN'S CLUB
PO BOX 65BOCA GRANDEFL33921PCGENERAL SUPPORT$110,000
BOYS AND GIRLS CLUB OF ENGLEWOOD
65 WEST JACKSON BLVDCHICAGOIL60604PCGENERAL SUPPORT$5,000
CADDIE SCHOOL FOR SOLDIERS
6 RHONDA DRIVESCARBOROUGHME04074PCGENERAL SUPPORT$10,000
COALITION ON TEMPORARY HOUSING
26 PETERBORO ST STE 100DETROITMI48201PCGENERAL SUPPORT$25,000
FRIENDS OF BOCA GRANDE COMMUNITY CENTER
PO BOX 1222BOCA GRANDEFL33921PCGENERAL SUPPORT$7,420
GICIA FOUNDATION
131 FIRST STREET W OFFICE 8BOCA GRANDEFL33921PCGENERAL SUPPORT$56,000
GLENWOOD ACADEMY
500 W 187TH STGLENWOODIL60425PCGENERAL SUPPORT$5,000
HOSPICE OF MICHIGAN
2366 OAK VALLEY DRIVEANN ARBORMI48103PCGENERAL SUPPORT$10,000
THE GASPARILLA ISLAND MUSEUM
PO BOX 446BOCA GRANDEFL33921PCGENERAL SUPPORT$1,000
THE ISLAND SCHOOL FOUNDATION INC
PO BOX 1505BOCA GRANDEFL33921PCGENERAL SUPPORT$20,000
YOUTH CHALLENGE
800 SHARON DRIVEWESTLAKEOH44145PCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$401,520TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$123,652ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$372,617ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$496,269ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$496,269TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRUCE AND KATHY CARBONARIBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1384 4541 SHORE LANEAddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,084TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$200,084FairMarketValueAmt
Received2022-12-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFC FLEXSHARES TRUST QUALITY DIVID$420,440$651,293
RPM INTERNATIONAL INC$529,957$1,363,033
MFC FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE$97,473$112,767
MFC FLEXSHARES TR GLOBAL UPSTREAM NAT RES INDEX$97,742$131,106
BANK OF AMERICA CORP$65,015$52,561
BOEING CO$34,827$36,003
BP PLC ADS (BP)$55,003$68,323
BRISTOL MYERS SQUIBB CO$44,934$45,257
BROADCOM INC$15,898$195,136
CHEVRON CORP$99,780$115,771
CONOCOPHILLIPS$54,984$68,558
DIAMONDBACK ENERGY INC$54,941$59,773
ECOLAB INC$34,987$29,694
ELI LILLY & CO$44,849$58,900
EXXON MOBIL CORP$99,878$129,823
GENL DYNAMICS CORP$24,919$28,036
HONEYWELL INTL INC$34,787$39,217
JOHNSON & JOHNSON$74,967$75,076
JPMORGAN CHASE & CO$64,897$64,234
LOCKHEED MARTIN CORP$24,799$30,162
MERCK & CO$44,924$62,243
MICROSOFT CORP$114,881$95,209
PFIZER INC$44,985$44,937
RAYTHEON TECHNOLOGIES CORP$24,975$30,175
SCHLUMBERGER LTD$55,107$72,171
SHELL PLC ADR$54,932$61,221
STEEL DYNAMICS INC$45,024$58,229
TARGET CORPORATION$92,693$93,299
ISHARES US OIL EQUIP & SER ETF$70,245$76,808
SPDR S&P OIL & GAS EXP$69,955$66,174
VANGUARD SM CAP VALUE ETF$302,439$275,518
MSIF ULTRA-SHORT INCOME IR$5,177$5,177

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$495,779USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$499,892USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$970LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$970DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUST DONATED STOCK TO DONOR BASISDesc
Amt$184,186Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISC EXPENSEDesc
Revenue And Expenses Per Books$9,210RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONDesc
Amt$168Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT MANAGEMENT FEESCategoryTxt
Amt$20,704Amt
Net Investment Income$20,704NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,060$1,060$0
FEDERAL EXCISE TAX PAID$616$0$0

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