2022-07-26T16:05:18-05:00 2020-12-31 New York-Hurricane Ida Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2020-01-01 843082065 The Brad and Christy Carroll Family Foundation % Foundation Source BRAD 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 BRADLEY CARROLL PRESIDENT 8008391754 2022-06-13 true BRADLEY CARROLL 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 995663 X 0 X 28 28 14690 14690 -6871 651135 0 7847 14718 0 6007 6007 7 1 14396 14396 20410 6008 14396 67000 67000 87410 6008 81396 -79563 8710 10002 34972 34972 1000280 895747 960691 1010282 930719 995663 0 0 X 1010282 930719 1010282 930719 1010282 930719 1010282 -79563 930719 930719 Publicly-traded Securities 651135 658006 -6871 -6871 -6871 121 121 121 0 0 121 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Bradley Grant Carroll Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Christy Carroll Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Treas 1.0 0 0 0 974638 28896 0 1003534 0 1003534 15053 988481 49424 49424 121 121 49303 49303 49303 81396 0 0 0 0 81396 0 81396 49303 3589 2018 2017 2016 81396 3589 49303 28504 28504 0 28504 28504 Bradley Grant Carroll Christy Carroll X MT PARAN CHRISTIAN SCHOOL INC 1275 STANLEY RD NW KENNESAW GA 30152 N/A PC General & Unrestricted 67000 67000 14 28 14 14690 18 -6871 7847 7847 false false false false false false false false false false ALIBABA GROUP HOLDING LTD 5820 6516 ALPHABET INC CL A 6726 8763 AMAZON COM 7962 13028 APPLE INC 7360 13269 AT&T, INC 6086 4803 BERKSHIRE HATHAWAY INC. CLASS 15247 16927 BOEING CO 7316 5780 CISCO SYSTEMS INC 6086 6489 COMCAST CORP 6102 7650 CONOCOPHILLIPS 6112 5639 DOUBLELINE TOTAL RETURN BOND 57817 57616 DUKE ENERGY CO 4428 4212 EXXON MOBIL CORP 4227 4946 FACEBOOK INC 6045 8741 HOME DEPOT INC 5837 6906 HONEYWELL INTL 7404 9572 INVESCO QQQ TRUST 24217 38590 ISHARES MSCI USA MIN VOLATILIT 17316 18260 ISHARES RUSSELL 2000 21182 28233 JOHNSON & JOHNSON 9137 10072 JP MORGAN CHASE 7560 8641 MERCK & CO INC 6016 6135 MICROSOFT CORP 7523 10009 MORGAN STANLEY INSTI FD TR COR 40033 39908 MORGAN STANLEY INSTITUTIONAL F 40357 40940 MS INSTITUTIONAL FUND TRUST U 404188 402798 NEXTERA ENERGY, INC 4256 4938 NIKE INC-CL B 6095 9337 ORACLE CORP 6082 7827 PFIZER INC 7224 7914 PIMCO TOTAL RETURN FUND P CLAS 59130 59404 PROCTER GAMBLE CO 7590 8766 SPDR S&P 500 ETF TRUST 35478 43744 THE COCA-COLA CO 6060 5978 UNITEDHEALTH GROUP INC 5722 7014 VIATRIS ORD SHS 388 487 VISA INC 7571 8749 WAL-MART STORES INC 5988 7352 WELLS FARGO & CO 6059 4738 Administrative Fees 8847 8847 Administrative Set-Up Fee 4400 4400 Delaware Incorporation Fees 500 500 IRS Application Fees 600 600 Postage/Delivery Service 24 24 State or Local Filing Fees 25 25 Investment Management Services 6007 6007 The Brad and Christy Carroll Family Foundation (EIN: 84-3082065) respectfully requests abatement of any penalties for late filing of Form 990-PF for taxable year ending December 31, 2020 because the delay was inadvertent, unintended, and due to reasonable causes. Treasury Regulations Section 301.6651-1(c)(1) defines reasonable cause by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to prepare its Form 990-PF for tax period ending 12/31/2020. The Foundation's 2020 Form 990-PF was timely filed on May 27, 2021. The return was originally mailed to the IRS, but was returned along with a notice instructing the Foundation to submit the return electronically. The Foundation's administrator advised the Foundation to submit the return for paper filing initially because at the time the return was filed, the foundation's exempt application was still pending and the IRS does not have the capability to accept e-filed returns for exempt organizations where tax exempt status is still pending. The foundation has since received their federal tax exempt status, and the foundation's administrator is now submitting the return via e-file, and the delay in filing Form 990-PF for the taxable year ending 2020 is no fault or willful neglect of the foundation. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's actions were reasonable and in good faith. These administrative actions were in no way an intentional disregard of the IRS rules and therefore entitled to abatement of any penalty. The organization acted in good faith in complying with the filing deadline and in rectifying the situation as soon as it was known. Therefore, we again request that no penalty be assessed for late filing. 990-PF Excise Tax for 2019 6 Foreign Tax Paid 1 1