ALYS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALYS FOUNDATION INC (EIN 20-1771428)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349105213
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:14:23-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630721243 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORLAND BENEFIELD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SHADES CREEK PARKWAY - SUITE | AddressLine1Txt |
| Address Line2 | 875 | AddressLine2Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | 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 | 201771428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALYS FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALYS | BusinessNameControlTxt |
| Phone | 8502135500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9581 COUNTY HIGHWAY 30A E -D | AddressLine1Txt |
| City | ALYS BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRYSON STEPHENS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8502135500 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRYSON | PersonFirstNm |
| Person Last | STEPHENS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN R WALLER CPA | PreparerPersonNm |
| PTIN | P01048625 | PTIN |
| Phone | 2058027212 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $4,520,883 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,061,264 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $257 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $257 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $290,201 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $290,201 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,351,722 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $257 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $290,201 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $525 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $525 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $348 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $286,782 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $286,782 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $133,807 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $133,807 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $296,353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | -$130,913 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $415,568 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $723,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $290,201 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $415,568 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $581,964 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $581,964 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,305,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $290,201 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $997,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,046,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,404 | CashBOYAmt |
| Cash EOY | $11,912 | CashEOYAmt |
| Cash EOYFMV | $11,912 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,596,229 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,856,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,856,766 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $46,100 | AcctRcvblAmt |
| Acct Rcvbl BOY | $77,150 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $46,100 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $46,100 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $105,984 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $64,546 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $64,546 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $540,159 | OtherAssetsBOYAmt |
| Other Assets EOY | $541,559 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $541,559 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,422,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,520,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,520,883 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,802 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,218 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $25,550 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $62,600 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $34,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,818 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,388,574 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,435,065 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,388,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,435,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,422,926 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,520,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,388,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,046,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,435,065 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,435,065 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | THEALYSFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | JENNIFER BOLTON | IndividualWithBooksNm |
| Phone | 8502135507 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9581 COUNTY HIGHWAY 30A E - D | AddressLine1Txt |
| City | ALYS BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES T STEPHENS | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DELL S BROOKE | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JDAVID WALKER | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | VICE-PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| ELISE STEARNS | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | ASST SECRETARY | 1.00 | $0 | $0 | $0 |
| BRYSON STEPHENS | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | PRESIDENT & SECRY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONCERTS AND OTHER COMMUNITY EVENTS WERE HELD TO ENRICH THE COMMUNITY THROUGH THE SUPPORT AND PROMOTION OF CULTURAL, CHARITABLE, SPIRITUAL,LITERARY AND EDUCATIONAL ACTIVITIES.EVENTS SUPPORTED BY THE FOUNDATION INCLUDE DIGITAL GRAFFITI AT ALYS BEACH,THE 30A WINE FESTIVAL,AND CRAFTED - A GATHERING OF CRAFTSPERSONS. DUE TO THE COVID PANDEMIC SOME EVENTS WERE LIMITED IN NATURE OR POSTPONED,BUT ARE EXPECTED TO RETURN TO NORMALCY IN FUTURE YEARS. | Description1Txt |
| Expenses1 | $705,769 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,721,440 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,721,440 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,721,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,680,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,031 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $134,031 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $134,031 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $134,031 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $997,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,400 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $998,932 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,031 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $555,230 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $494,907 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $871,513 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $662,850 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $516,205 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,100,705 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $998,932 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,031 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $864,901 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,965,606 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $555,230 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,410,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $494,907 | ExcessFromYear4Amt |
| Excess From Year3 | $871,513 | ExcessFromYear3Amt |
| Excess From Year2 | $662,850 | ExcessFromYear2Amt |
| Excess From Year1 | $516,205 | ExcessFromYear1Amt |
| Excess From Current Year | $864,901 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARING AND SHARING OF SOUTH WALTON COUNTY | |||||||
| 112 LYNN DRIVE | SANTA ROSA BEACH | FL | 32459 | NONE | PC | SUPPORT OF THE ORGANIZATION | $10,000 |
| CHILDREN'S VOLUNTEER HEALTH NETWORK INC | |||||||
| PO BOX 12142 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | SUPPORT OF THE ORGANIZATION | $105,000 |
| CULTURAL ARTS ALLIANCE OF WALTON COUNTY | |||||||
| 105 HOGTOWN BAYOU LN | SANTA ROSA BEACH | FL | 32459 | NONE | PC | SUPPORT OF THE ORGANIZATION | $26,000 |
| DESTIN CHARITY WINE AUCTION FOUNDATION | |||||||
| 4476 LEGENDARY DRIVE | DESTIN | FL | 32541 | NONE | PC | SUPPORT OF THE ORGANIZATION | $15,000 |
| EMERALD COAST CHILD ADVOCACY CENTER | |||||||
| 401 MCEWEN DR | NICEVILLE | FL | 32578 | NONE | PC | SUPPORT OF THE ORGINIZATION | $25,000 |
| FOOD FOR THOUGHT | |||||||
| 4747 US HWY 98 WEST | SANTA ROSA BEACH | FL | 32459 | NONE | PC | SUPPORT OF THE ORGANIZATION | $60,119 |
| HABITAT FOR HUMANITY OF WALTON COUNTY | |||||||
| 110 S CO HWY 393 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | SUPPORT OF THE ORGANIZATION | $45,000 |
| LIGHTHOUSE FAMILY RETREAT | |||||||
| 45 TECHNOLOGY PRKWY S 225 | NORCROSS | GA | 30092 | NONE | PC | SUPPORT OF THE ORGANIZATION | $20,000 |
| POINT WASHINGTON MEDICAL CLINIC INC | |||||||
| 1290 N CO HWY 395 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | SUPPORT OF THE ORGANIZATION | $109,900 |
| ROSEMARY BEACH FOUNDATION INC | |||||||
| PO BOX 611306 | ROSEMARY BEACH | FL | 32461 | NONE | PC | SUPPORT OF THE ORGANIZATION | $8,500 |
| SCENIC CORRIDOR FOUNDATION INC | |||||||
| 7800 US HIGHWAY 98 | MIRIMAR | FL | 32550 | NONE | PC | SUPPORT OF THE ORGANIZATION | $2,500 |
| SEASIDE REPERTORY THEATRE (COASTAL STAGESINC) | |||||||
| 30 SMOLIAN CIRCLE | SANTA ROSA BEACH | FL | 32459 | NONE | PC | SUPPORT OF THE ORGINIZATION | $10,000 |
| SOUTH WALTON ARTIFICIAL REEF ASSOCIATION | |||||||
| PO BOX 2482 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | 5SUPPORT OF THE ORGANIZATION | $25,000 |
| SPECIAL OLYMPICS FLORIDA - WALTON COUNTY | |||||||
| PO BOX 273 | DEFUNIAK SPRINGS | FL | 32435 | NONE | PC | SUPPORT OF THE ORGANIZATION | $10,000 |
| THE SEASIDE SCHOOL FOUNDATION INC | |||||||
| PO BOX 4825 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | SUPPORT OF THE ORGANIZATION | $10,000 |
| WALTON EDUCATION FOUNDATION INC | |||||||
| 145 PARK ST SUITE 5 | DEFUNIAK SPRINGS | FL | 32435 | NONE | PC | SUPPORT OF THE ORGINIZATION | $35,945 |
| WESTONWOOD RANCH INC | |||||||
| 4390 STATE HWY 20W | FREEPORT | FL | 32439 | NONE | PC | SUPPORT OF THE ORGINIZATION | $64,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $581,964 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY EVENT INCOME | Desc |
| Related Or Exempt Function Incm | $290,201 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $257 | ExclusionAmt |
| Related Or Exempt Function Incm | $290,201 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $290,458 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | CONCERTS AND OTHER COMMUNITY EVENTS ARE HELD TO ENRICH THE COMMUNITY THROUGH THE SUPPORT AND PROMOTION OF CULTURAL,CHARITABLE, SPIRITUAL, LITERARY AND EDUCATIONAL ACTIVITIES.EVENTS SUPPORTED BY THE FOUNDATION IN 2021 INCLUDED THE DIGITAL GRAFFITI AT ALYS BEACH,CRAFTED - A GATHERING OF CRAFTSPERSONS, AND THE 30A WINE FESTIVAL. IN 2021 SOME EVENTS WERE LIMITED IN NATURE OR POSTPONED DUE TO THE COVID PANDEMIC. THESE ACTIVITIES CONTRIBUTE TO THE FOUNDATION'S EXEMPT PURPOSE OF SUSTAINING THE LONG TERM COMMUNITY VALUES OF GREATER WALTON COUNTY. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (147 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ZYDRUNAS & IVETA RIBACIASKAS | ||||||
| 1 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $7,220 | Yes (X) |
| MARCUS & ANGELA CLEGG | ||||||
| 2 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $22,400 | Yes (X) |
| THOMAS & MERRILEE FOX | ||||||
| 3 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $8,100 | Yes (X) |
| GREN CHILE BEACH LLC | ||||||
| 4 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $21,625 | Yes (X) |
| KEVIN TYNER | ||||||
| 5 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,672 | Yes (X) |
| GEORGE & MARILYN HOKE | ||||||
| 6 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $22,777 | Yes (X) |
| CHRISTOPHER & KAMRYN CONK | ||||||
| 7 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $13,000 | Yes (X) |
| FIELDSTONE TRAIL LLC | ||||||
| 8 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,250 | Yes (X) |
| WILLIAM & CAROL BRYANT | ||||||
| 9 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $21,600 | Yes (X) |
| SCOTT & CARMEN SKRIEN | ||||||
| 10 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $14,600 | Yes (X) |
| REVOCABLE TRUST OF LUANN BROWN | ||||||
| 11 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $7,850 | Yes (X) |
| 74 BUTTERWOOD ALLEY LLC | ||||||
| 12 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $25,975 | Yes (X) |
| FMP2 LLC | ||||||
| 13 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $10,580 | Yes (X) |
| 2 BROS DEVELOPMENT LLC | ||||||
| 14 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $7,950 | Yes (X) |
| TODD & GRETCHEN KIRTLEY | ||||||
| 15 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $13,900 | Yes (X) |
| ABN INVESTMENTS | ||||||
| 16 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $21,500 | Yes (X) |
| 103 SAND HILL CIRCLE LLC | ||||||
| 17 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $27,500 | Yes (X) |
| RUTH ELLEN ROLLINS | ||||||
| 18 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $84,500 | Yes (X) |
| RODNEY & ANGELA ALLES | ||||||
| 19 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $27,225 | Yes (X) |
| WGB3 PROPERTY LLC | ||||||
| 20 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $24,500 | Yes (X) |
| NQL INVESTMENTS INC | ||||||
| 21 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $19,750 | Yes (X) |
| MINH & MARIETHES NGUYEN | ||||||
| 22 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $8,500 | Yes (X) |
| TYE & CATHY DARLAND | ||||||
| 23 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $21,844 | Yes (X) |
| HENRY & STEPHANIE UPSHAW | ||||||
| 24 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $14,850 | Yes (X) |
| BRIAN & NATALIE COOK | ||||||
| 25 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $17,845 | Yes (X) |
| JASON & MARA SELK | ||||||
| 26 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $26,500 | Yes (X) |
| JOHN & SUSAN VAWTER | ||||||
| 27 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $30,500 | Yes (X) |
| WILLIAM & BETHANI HEMPHILL | ||||||
| 28 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $14,750 | Yes (X) |
| ROBERT PARMENTIER | ||||||
| 29 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $14,080 | Yes (X) |
| JOHN MCCULLOUGH | ||||||
| 30 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,375 | Yes (X) |
| KEVIN & SHARON THOMPSON | ||||||
| 31 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $32,000 | Yes (X) |
| THOMAS & SALLY LOMBARDO | ||||||
| 32 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,032 | Yes (X) |
| JUSTIN & ROBIN DANIELS | ||||||
| 33 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $30,000 | Yes (X) |
| THE 1953 IRREVOCABLE TRUST FBO LOUISE CANNON & CHARLES CRAFT WHITLEY SR | ||||||
| 34 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $12,850 | Yes (X) |
| KOG INVESTMENTS LLC | ||||||
| 35 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $10,350 | Yes (X) |
| JERRY & LESLIE TODD | ||||||
| 36 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $14,750 | Yes (X) |
| EVEN KEEL PROPERTIES LLC | ||||||
| 37 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $28,750 | Yes (X) |
| SUNBUDDY ON 30A LLC | ||||||
| 38 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,357 | Yes (X) |
| STUART BEAL FAMILY PROPERTIES LLC | ||||||
| 39 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $25,975 | Yes (X) |
| CORBIN ROUSH RICHARD HOWARD | ||||||
| 40 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,900 | Yes (X) |
| JOSEPH & SHERRY DOUGHERTY | ||||||
| 41 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $15,557 | Yes (X) |
| THE DAVID B SKUDDER JR REVOCABLE TRUST | ||||||
| 42 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $7,223 | Yes (X) |
| JAMES MICHAEL JR & ELIZABETH ASHLEY STOCKARD | ||||||
| 43 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,852 | Yes (X) |
| ROBERT DAWN & HARRISON C BULLARD | ||||||
| 44 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $10,286 | Yes (X) |
| JAMES & SHELLY RODES | ||||||
| 45 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $13,250 | Yes (X) |
| JULIE COUNTESS & RUSSELL GIBSON | ||||||
| 46 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $22,985 | Yes (X) |
| MKW INVESTMENTS LLC | ||||||
| 47 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $10,834 | Yes (X) |
| JASON LEVY & SARAH KURTIN | ||||||
| 48 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,225 | Yes (X) |
| DAVID MITCHELL & JODI BENCK | ||||||
| 49 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $8,836 | Yes (X) |
| NOLAN E & KRISTEN E AWBREY | ||||||
| 50 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $6,328 | Yes (X) |
| EDWARD YOUNG COX & MARTHA ELLEN THORNE | ||||||
| 51 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $10,079 | Yes (X) |
| INVESTMENT PROPERTY EXCHANGE SERVICES INC | ||||||
| 52 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,242 | Yes (X) |
| KELLY & LANE STEINBERGER | ||||||
| 53 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $8,651 | Yes (X) |
| SCOTT & GRACE FRANCE | ||||||
| 54 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,197 | Yes (X) |
| THE KATHY WRIGHT BERARD REVOCABLE TRUST AGREEMENT | ||||||
| 55 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $7,189 | Yes (X) |
| DESTIN PROPERTIES IV LLC | ||||||
| 56 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $6,146 | Yes (X) |
| OCEAN BLUE DESTIN RESORT PROPERTY VII | ||||||
| 57 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $13,072 | Yes (X) |
| X CAPITAL LLC | ||||||
| 58 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $8,984 | Yes (X) |
| H & A INVESTMENTS LLC | ||||||
| 59 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $11,750 | Yes (X) |
| EDWARD & AMY ARROWSMITH | ||||||
| 60 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $13,250 | Yes (X) |
| JAMES M SCHWARZKOPF | ||||||
| 61 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,480 | Yes (X) |
| WPRE LLC | ||||||
| 62 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,625 | Yes (X) |
| OWEN WILLIAM ARONOV | ||||||
| 63 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $36,025 | Yes (X) |
| THE SUNDERMAN REVOCABLE LIVING TRUST | ||||||
| 64 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $20,650 | Yes (X) |
| JAMES M ADCOX II TRUSTEE OF THE WESTGATE CIRCLE TRUST | ||||||
| 65 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $19,000 | Yes (X) |
| OCEAN BLUE DESTIN RESORT PROPERTY VI | ||||||
| 66 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $117,295 | Yes (X) |
| SANDRA CORNELIUS | ||||||
| 67 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $15,960 | Yes (X) |
| DOCCP LLC | ||||||
| 68 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,645 | Yes (X) |
| LA GARZA COURT LLC | ||||||
| 69 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $29,950 | Yes (X) |
| LUANA XX5 INVESTMENTS LLC | ||||||
| 70 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $26,250 | Yes (X) |
| KEVIN & KIM MARIE SANTONASTASO | ||||||
| 71 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $15,750 | Yes (X) |
| CHARLES DAVISON | ||||||
| 72 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,000 | Yes (X) |
| THOMAS MENTE BENJAMIN & SALLEE ANN BOYCE | ||||||
| 73 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $15,950 | Yes (X) |
| TURTLE BALES TWELVE LLC | ||||||
| 74 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $14,771 | Yes (X) |
| SCOTT STRUMLAUF | ||||||
| 75 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $17,784 | Yes (X) |
| 127 N CASTLE HARBOUR LLC | ||||||
| 76 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,096 | Yes (X) |
| ROBERT & DAWN BULLARD | ||||||
| 77 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $27,450 | Yes (X) |
| ALBERT WILSON SISK | ||||||
| 78 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,403 | Yes (X) |
| JOHN R & SHIRLEY K REYNOLDS | ||||||
| 79 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,975 | Yes (X) |
| LONG ISLAND DRIVE LLC | ||||||
| 80 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $41,210 | Yes (X) |
| BUGH FAMILY ESTATES LLC | ||||||
| 81 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $7,350 | Yes (X) |
| LJC PROPERTIES LLC | ||||||
| 82 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $25,875 | Yes (X) |
| TURTLE BALES THIRTEEN LLC | ||||||
| 83 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $15,850 | Yes (X) |
| HOORFAR VAZIRI & NOSSI TAHER | ||||||
| 84 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,906 | Yes (X) |
| CHANDLER HOLDINGS LLC | ||||||
| 85 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $75,000 | Yes (X) |
| LEGACY5 LLC | ||||||
| 86 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,000 | Yes (X) |
| DAVID S & WENDI C KESLER | ||||||
| 87 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,175 | Yes (X) |
| NESTOR & KIMBERLY VIKNAIR | ||||||
| 88 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $24,750 | Yes (X) |
| TUCKER LIVING TRUST | ||||||
| 89 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $25,750 | Yes (X) |
| BLAKE MORAR | ||||||
| 90 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $23,000 | Yes (X) |
| DONALD & KRISTIN RYMER | ||||||
| 91 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $30,000 | Yes (X) |
| TRIPLE T BEACH LLC | ||||||
| 92 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $35,500 | Yes (X) |
| JAB HOLDINGS LLC | ||||||
| 93 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $13,600 | Yes (X) |
| HENRY M PHILLIPS | ||||||
| 94 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $21,702 | Yes (X) |
| ABJBRO LLC | ||||||
| 95 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,250 | Yes (X) |
| SUNCHASE HOLDINGS LLC | ||||||
| 96 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,010 | Yes (X) |
| HJM ON 30 A LLC | ||||||
| 97 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,511 | Yes (X) |
| ANDREW MICHAEL MAURER | ||||||
| 98 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $42,500 | Yes (X) |
| BIG RED VENTURES LLC | ||||||
| 99 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,976 | Yes (X) |
| GEORGE & MERI VALLIN KENESSEY | ||||||
| 100 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $11,500 | Yes (X) |
| THE JOHN LANE & PENNY PHILLIPS SAPONE REVOCABLE LIVING TRUST | ||||||
| 101 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $36,000 | Yes (X) |
| ANNA LOWDER & HARVI SAHOTA | ||||||
| 102 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $9,310 | Yes (X) |
| ARMAN & NEETICA KAKKAR | ||||||
| 103 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $17,500 | Yes (X) |
| ABR3 LLC | ||||||
| 104 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,400 | Yes (X) |
| THE JOSPH C GALANTE REVOCABLE TRUST | ||||||
| 105 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $30,247 | Yes (X) |
| GEORGE & APRIL TOMLIN | ||||||
| 106 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $17,510 | Yes (X) |
| BRYANT & JILL HIRSBERG | ||||||
| 107 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $80,250 | Yes (X) |
| SEVEN HOLDINGS LLC | ||||||
| 108 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,375 | Yes (X) |
| SUNSHINE LEVINE VENTURES LLC | ||||||
| 109 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $23,000 | Yes (X) |
| VIVEK & TANYA PANDYA | ||||||
| 110 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,750 | Yes (X) |
| GREER G & ROBERT C RYAN | ||||||
| 111 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $17,500 | Yes (X) |
| LLC | ||||||
| 112 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $45,150 | Yes (X) |
| THOMAS W & TINSLEY D HUTSON-WILEY | ||||||
| 113 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $14,000 | Yes (X) |
| RENE R & DEBORAH L SIP | ||||||
| 114 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $35,250 | Yes (X) |
| PROPERTY COMPANY OF LOUISIANA IV LLC | ||||||
| 115 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $34,750 | Yes (X) |
| CARMELO PAGIALUNGA & JOHN F REILLY | ||||||
| 116 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,950 | Yes (X) |
| BY THE SEA LLC | ||||||
| 117 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $23,995 | Yes (X) |
| 54 NONESUCH WAY LLC | ||||||
| 118 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $21,975 | Yes (X) |
| RANVIR & DEEPTI SINGH | ||||||
| 119 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,850 | Yes (X) |
| ROBERT E L & LOUISE P GAERIG WILSON | ||||||
| 120 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $25,925 | Yes (X) |
| JAMES & KELLY H STRACENER | ||||||
| 121 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $28,250 | Yes (X) |
| JOSEPH CARL &JOSIE MCGARY SEWELL | ||||||
| 122 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $19,049 | Yes (X) |
| MAGGS-SPICEBERRY LLC | ||||||
| 123 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $21,000 | Yes (X) |
| SANTONASTASI & MOLTENTI LLC | ||||||
| 124 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $17,000 | Yes (X) |
| WALTER R & KIM HAUSLER LOWE | ||||||
| 125 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,625 | Yes (X) |
| CRAIG KOCH & VERNIN YIP | ||||||
| 126 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $24,250 | Yes (X) |
| STATHAM ALYS HOME LLC | ||||||
| 127 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $17,359 | Yes (X) |
| BARBARA FLAX & JONATHAN WADE BERGER REVOCABLE FAMILY TRUSTS | ||||||
| 128 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $15,000 | Yes (X) |
| BENCK PROPERTIES LLC | ||||||
| 129 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $19,500 | Yes (X) |
| LARRY & DEBBIE MYERS | ||||||
| 130 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $30,000 | Yes (X) |
| EQUITY TRUST COMPANY CUSTODIAN FBO JAMES FELTON IRA | ||||||
| 131 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $15,250 | Yes (X) |
| THE KDM FAMILY TRUST | ||||||
| 132 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $45,260 | Yes (X) |
| ANNE & GLENN TRUOT | ||||||
| 133 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $24,500 | Yes (X) |
| BRETT & PAIGE WAITS | ||||||
| 134 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $20,995 | Yes (X) |
| DEEP & SATISH BHATE | ||||||
| 135 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,000 | Yes (X) |
| MICHAEL RENDER & MEGAN ELIZABETH AYERS | ||||||
| 136 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $24,250 | Yes (X) |
| WESTWATER LLC | ||||||
| 137 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $11,138 | Yes (X) |
| MHG PROPERTIES | ||||||
| 138 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $11,000 | Yes (X) |
| JAH INVEST LLC | ||||||
| 139 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $14,450 | Yes (X) |
| BRETT FRANKLIN & COURTNEY POWELL EWING | ||||||
| 140 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $10,868 | Yes (X) |
| RANDY CIMORELLI | ||||||
| 141 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $14,000 | Yes (X) |
| JASON D & LISA DKREISER | ||||||
| 142 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $17,300 | Yes (X) |
| DAVID M & LISA B GRAY | ||||||
| 143 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $21,150 | Yes (X) |
| GRACE & SCOTT FRANCE | ||||||
| 144 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $25,190 | Yes (X) |
| ALLEN HOSSLEY | ||||||
| 145 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $16,200 | Yes (X) |
| BRIAN & CARA DAVIS TESLOVICH | ||||||
| 146 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $18,725 | Yes (X) |
| DAVID C SULASKI REVOCABLE TRUST UAD | ||||||
| 147 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32413 | $33,875 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,800 | Amt |
| Net Investment Income | $348 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $525 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $525 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART SCULPTURES | Desc |
| BOY Book Value | $540,159 | BOYBookValueAmt |
| EOY Book Value | $541,559 | EOYBookValueAmt |
| EOYFMV | $541,559 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES, PERMITS, FEES | $2,525 | $0 | $2,321 | $0 |
| BANK SERVICE CHARGES | $2,374 | $0 | $2,313 | $0 |
| EVENT ENTERTAINMENT MEALS | $160,802 | $0 | $160,802 | $0 |
| DUES AND SUBSCRIPTIONS | $1,076 | $86 | $0 | $0 |
| EVENT SUPPLIES | $5,872 | $0 | $5,872 | $0 |
| ADVERTISING/PROMOTIONAL | $32,513 | $0 | $32,513 | $0 |
| INSURANCE | $8,912 | $0 | $0 | $0 |
| SECURITY SERVICES | $6,200 | $0 | $6,200 | $0 |
| CONTRACT LABOR | $17,018 | $0 | $17,018 | $0 |
| OTHER MEALS/ENTERTAINMENT | $2,387 | $0 | $2,387 | $0 |
| GIFT EXPENSE | $270 | $0 | $270 | $0 |
| POSTAGE | $26 | $0 | $26 | $0 |
| EVENT TRAVEL/LODGING | $44,868 | $0 | $44,868 | $0 |
| OTHER TRAVEL/LODGING | $10,065 | $0 | $10,065 | $0 |
| REPAIRS AND MAINTENANCE | $1,445 | $0 | $0 | $0 |
| EVENT EXPENSES IN EXCESS TREATED AS A QUALIFYING DISTRIBUTION | $0 | $0 | -$415,568 | $415,568 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY EVENT INCOME | Desc |
| Revenue And Expenses Per Books | $290,201 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $290,201 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DIGITAL GRAFFITI - CURATOR FEES | $117,167 | $0 | $117,167 | $0 |
| 30A WINE FESTIVAL | $132,065 | $0 | $132,065 | $0 |
| 5K FUN RUN | $3,775 | $0 | $3,775 | $0 |
| CRAFTED | $33,775 | $0 | $33,775 | $0 |
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