LISHA & CHAD BOWEN FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: LISHA & CHAD BOWEN FAMILY FOUNDATION INC (EIN 83-3086106)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-09-01
IRS object ID: 202222449349100302
Schema version: 2021v4.0
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
Other Assets Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-09-01T09:25:12-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	464272707	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HAJEK & ASSOCIATES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5308 CENTRAL AVE	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33707	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	833086106	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LISHA & CHAD BOWEN FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LISH	BusinessNameControlTxt
Phone	8132291700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5823 BOWEN DANIEL DRIVE UNIT 801	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33616	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHAD BOWEN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8132291700	PhoneNum
Signature	2022-08-31	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CHAD	PersonFirstNm
Person Last	BOWEN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL HAJEK	PreparerPersonNm
PTIN	P00545790	PTIN
Phone	7273271239	PhoneNum
Preparation	2022-09-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,185	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$1	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$1	TotalRevAndExpnssAmt
Total Net Invst Incm	$1	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$79	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$79	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,743	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,743	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,822	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,743	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,821	ExcessRevenueOverExpensesAmt
Net Investment Income	$1	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$10,006	CashBOYAmt
Cash EOY	$7,596	CashEOYAmt
Cash EOYFMV	$7,596	CashEOYFMVAmt
Other Assets EOY	$589	OtherAssetsEOYAmt
Other Assets EOYFMV	$589	OtherAssetsEOYFMVAmt
Total Assets BOY	$10,006	TotalAssetsBOYAmt
Total Assets EOY	$8,185	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,185	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$10,006	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$8,185	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,006	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,185	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,006	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,185	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,006	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,821	ExcessRevenueOverExpensesAmt
Subtotal	$8,185	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$8,185	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	CHAD BOWEN	IndividualWithBooksNm
Phone	8132291700	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5823 BOWEN DANIEL DRIVE UNIT 801	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33616	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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
CHAD BOWEN
5823 BOWEN DANIEL DRIVE UNIT 801	TAMPA	FL	33616	PRESIDENT	000.00	$0	$0	$0
KATHY MASSING
5823 BOWEN DANIEL DRIVE UNIT 801	TAMPA	FL	33616	TREASURER	000.00	$0	$0	$0
DIANNE CALLAHAN
5823 BOWEN DANIEL DRIVE UNIT 801	TAMPA	FL	33616	SECRETARY	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$8,665	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$589	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$9,254	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$9,254	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$139	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,115	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$456	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$456	MinimumInvestmentReturnAmt
Distributable Before Adj	$456	DistributableBeforeAdjAmt
Distributable Before Ded	$456	DistributableBeforeDedAmt
Distributable As Adjusted	$456	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,743	ExpensesAndContributionsAmt
Qualifying Distributions	$1,743	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$456	DistributableAsAdjustedAmt
Undistributed Income PY	$493	UndistributedIncomePYAmt
Qualifying Distributions	$1,743	QualifyingDistributionsAmt
Applied To Year1	$493	AppliedToYear1Amt
Applied To Current Year	$456	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$794	RemainingDistriFromCorpusAmt
Total Corpus	$794	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$794	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$794	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
RYAN NECE FOUNDATION
200 N PIERCE ST 300	TAMPA	FL	33602	PC	TEEN LEADERSHIP & VOLUNTEERS	$750
SEASIDE SEABIRD SANCTUARY
18328 GULF BLVD	INDIAN SHORES	FL	33785	PC	WILDLIFE RESCUE	$500
PLANT HS ATHLETIC FDTN
2415 S HIMES AVE	TAMPA	FL	33629	PC	SUPPORT HS ATHLETICS	$258
SOUTHEASTERN GUIDE DOGS
4210 77TH ST E	PALMETTO	FL	34221	PC	TRAINING GUIDE DOGS	$235

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,743	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER ASSETS	Desc
EOY Book Value	$589	EOYBookValueAmt
EOYFMV	$589	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES	$18
ANNUAL REPORT	$61

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