THE ROGER E AND LINDA A TETRAULT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE ROGER E AND LINDA A TETRAULT FOUNDATION (EIN 20-6713005)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-03-09
- IRS object ID
- 202110689349100111
- Schema version
- 2019v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-09T11:59:40-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650161812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBB LORAH & MCMILLAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 W MARION AVE UNIT 115 | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206713005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TETRAULT FAMILY FOUNDATION AKA | BusinessNameLine1Txt |
| Business Name Line2 | ROGER & LINDA TETRAULT IRREVOC TR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TETR | BusinessNameControlTxt |
| Phone | 9416378884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 RIVERSIDE DRIVE | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339821551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA A TETRAULT | PersonNm |
| Person Title | CO-CHAIR | PersonTitleTxt |
| Phone | 9416378884 | PhoneNum |
| Signature | 2021-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANKEY E WEBB III | PreparerPersonNm |
| PTIN | P00941390 | PTIN |
| Phone | 9416378884 | PhoneNum |
| Preparation | 2021-03-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $7,123,179 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $549 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,834 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $18 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $201,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $549 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,682 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,070 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,070 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,314 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,314 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,865 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,387 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $172 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,586 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,970 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $178,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,572 | CashBOYAmt |
| Cash EOY | $28,697 | CashEOYAmt |
| Cash EOYFMV | $28,697 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $175,279 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $2,265 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,265 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,265 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,032 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,032 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,032 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,700 | CorporateStockBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $7,146,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,111 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,738,522 | LandBOYAmt |
| Land EOY | $7,091,185 | LandEOYAmt |
| Land EOYFMV | $7,091,185 | LandEOYFMVAmt |
| Total Assets BOY | $6,981,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,123,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,123,179 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $156,626 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $120,000 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $156,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $120,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,824,479 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,003,179 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,824,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,003,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,981,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,123,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,824,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $178,700 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,003,179 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,003,179 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,147 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $216,356 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.208670 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,349 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $179,571 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.224697 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,846 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $137,516 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.653349 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,322 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $371,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108439 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,286,813 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,570,893 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.819160 | DistributionYr5Rt |
| Total Distribution | 2.014315 | TotalDistributionRt |
| Average Distribution | 0.402863 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $128,043 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,584 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,584 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,970 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $1,032 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,032 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,032 | OverpaymentAmt |
| Applied To ES Tax | $1,032 | AppliedToESTaxAmt |
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 |
| 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 | PEACERIVERGARDENS.ORG | WebsiteAddressTxt |
| Individual With Books | LINDA TETRAULT | IndividualWithBooksNm |
| Phone | 9416378884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 RIVERSIDE DRIVE | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33982 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA A TETRAULT | ||||||||
| 5950 RIVERSIDE DRIVE | PUNTA GORDA | FL | 33982 | CO-CHAIR | 10.00 | $0 | $0 | $0 |
| D KIRK STIRTON | ||||||||
| 5960 RIVERSIDE DRIVE | PUNTA GORDA | FL | 33982 | CO-CHAIR | 10.00 | $0 | $0 | $0 |
| RON OLSEN | ||||||||
| 5960 RIVERSIDE DRIVE | PUNTA GRDA | FL | 33982 | BOARD MEMBER | 3.00 | $0 | $0 | $0 |
| JOHN WRIGHT | ||||||||
| 5960 RIVERSIDE DRIVE | PUNTA GORDA | FL | 33982 | BOARD MEMBER | 3.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DEPRECIATION OF ASSETS | Description1Txt |
| Expenses1 | $10,864 | Expenses1Amt |
| Description2 | ACCCOUNTING | Description2Txt |
| Expenses2 | $5,365 | Expenses2Amt |
| Description3 | OFFICE EXPENSES | Description3Txt |
| Expenses3 | $3,230 | Expenses3Amt |
| Description4 | REAL ESTATE TAXES | Description4Txt |
| Expenses4 | $1,314 | Expenses4Amt |
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 | $129,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $129,993 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $129,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,043 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,402 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $6,402 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,402 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,402 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,970 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,970 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,970 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,402 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,210,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,893 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,970 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,370 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,334 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,381,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,970 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,970 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $432 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $432 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,380,759 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,210,192 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $170,567 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,893 | ExcessFromYear4Amt |
| Excess From Year3 | $82,970 | ExcessFromYear3Amt |
| Excess From Year2 | $31,370 | ExcessFromYear2Amt |
| Excess From Year1 | $34,334 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER LINDA TETRAULT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $544 | ExclusionAmt |
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,134 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Related Or Exempt Function Incm | $18 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $544 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,157 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,701 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROGER LINDA TETRAULT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 RIVERSIDE DRIVE | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33982 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,365 | Amt |
| Net Investment Income | $2,682 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (140 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| 5751 BEECHWOOD | 2007-07-05 | $279,451 | ||||
| 5800 RIVERSIDE DRIVE | 2007-01-04 | $973,777 | ||||
| 5827 RIVERSIDE DRIVE | 2006-12-19 | $330,065 | ||||
| STUBB PROPERTY | 2007-06-13 | $2,500 | ||||
| GARDEN DEVELOPMENT | 2007-07-03 | $129,143 | ||||
| GARDEN PROPERTY ADDITIONS | 2010-10-31 | $34,007 | ||||
| GARDEN DEVELOPMENT II | 2010-10-31 | $33,864 | ||||
| SCULPTURE | 2010-10-31 | $12,100 | ||||
| VACANT LOT - RIVERSIDE | 2012-02-18 | $875 | ||||
| GARDEN DEVELOPMENT IMPROVEMENTS | 2011-10-31 | $75,667 | ||||
| GARDEN DEVELOPMENT IMPROVEMENTS | 2012-10-31 | $165,764 | ||||
| GARDEN DEVELOPMENT 2 IMPROVEMENTS | 2011-10-31 | $46,585 | ||||
| GARDEN DEVELOPMENT 2 IMPROVEMENTS | 2012-10-31 | $18,391 | ||||
| SCULPURE IMPROVEMENTS | 2011-12-31 | $5,886 | ||||
| SCULPURE IMPROVEMENTS | 2012-10-31 | $143,043 | ||||
| GARDEN PLANTS | 2012-10-31 | $14,603 | ||||
| PHASE 1 | 2012-10-31 | $34,940 | ||||
| PHASE I IMPROVEMENTS | 2013-10-31 | $102,495 | ||||
| PHASE II | 2013-10-31 | $20,700 | ||||
| GARDEN DEVELOPMENT IMPROVEMENTS | 2013-10-31 | $4,865 | ||||
| GARDEN DEVELOPMENT IMPROVEMENTS | 2013-10-31 | $50,711 | ||||
| SCULPTURE ADDITIONS | 2013-10-31 | $59,580 | ||||
| SCULPTURE PURCHASES | 2013-10-31 | $58,465 | ||||
| GARDEN COMMUNITY CENTER | 2013-10-31 | $118 | ||||
| DRAWING FILE | 2014-09-14 | $610 | $610 | 200DB | 5.0000 | |
| GARDEN COMMUNITY CENTER IMPROVEMENTS | 2014-10-31 | $4,875 | ||||
| GARDEN DEVELOPMENT IMPROVEMENTS | 2014-10-31 | $21,676 | ||||
| GARDEN DEVELOPMENT II IMPROVEMENTS | 2014-10-31 | $27,055 | ||||
| PHASE I IMPROVEMENTS | 2014-10-31 | $31,709 | ||||
| PHASE II IMPROVEMENTS | 2014-10-31 | $135,924 | ||||
| SCULPTURE ADDITIONS | 2014-10-31 | $2,497 | ||||
| SCULPUTRE PURCHASE ADDITIONS | 2014-10-31 | $7,822 | ||||
| SCULPTURE CONTAINER | 2013-11-30 | $1,851 | ||||
| SCULPTURE - KEEL | 2014-10-31 | $64,396 | ||||
| SCULPTURE - THINKER | 2014-10-31 | $15,231 | ||||
| ARTWORK | 2014-10-31 | $5,699 | ||||
| GARDEN POND | 2014-10-31 | $5,000 | ||||
| TREE TRELLIS | 2014-10-31 | $10,933 | ||||
| OFFICE EQUIPMENT | 2014-11-13 | $1,427 | $1,345 | 200DB | 5.0000 | $82 |
| PAINT SPRAYER | 2015-01-15 | $408 | $384 | 200DB | 5.0000 | $24 |
| PUMP | 2015-04-14 | $2,489 | $2,345 | 200DB | 5.0000 | $144 |
| JOHN DEERE UTILITY TRACTOR & ACCESS | 2015-06-11 | $58,763 | $37,776 | S/L | 7.0000 | $8,395 |
| PHASE 1 - LANDSCAPING | 2015-10-15 | $326 | ||||
| PHASE 1 - CONST & L/S | 2015-10-31 | $928 | ||||
| PHASE 1 - CONST | 2015-10-31 | $11,320 | ||||
| PHASE II IMPROVEMENTS | 2015-10-31 | $283,647 | ||||
| 5850 RIVERSIDE DRIVE | 2015-10-31 | $340,373 | ||||
| GARDEN DEVELOPMENT IMPROVEMENTS | 2015-10-31 | $3,724 | ||||
| GARDEN DEVELOPMENT II IMPROVEMENTS | 2015-10-31 | $27,888 | ||||
| GARDEN POND IMPROVEMENTS | 2015-10-31 | $9,614 | ||||
| GARDEN EQUIPMENT | 2015-10-31 | $2,184 | ||||
| POND BRIDGE | 2014-12-18 | $2,000 | ||||
| GARDEN GATE | 2015-10-31 | $1,214 | ||||
| RETAINING WALL | 2015-10-31 | $18,750 | ||||
| BUILDING J | 2015-10-26 | $4,500 | ||||
| SCULPTURE ADDITION | 2015-02-17 | $1,325 | ||||
| GARDEN COMMUNITY CENTER IMPROVEMENTS | 2015-10-15 | $455,245 | ||||
| TREE TRELLIS ADDITIONS | 2015-10-31 | $35,402 | ||||
| SMALL TRACTOR | 2016-07-18 | $319 | $160 | S/L | 7.0000 | $45 |
| TRACTOR IMPROVEMENTS | 2016-06-16 | $438 | $219 | S/L | 7.0000 | $63 |
| CONSTRUCTION PHASE I L/S IMPROVEMENTS | 2016-10-31 | $100 | ||||
| CONSTRUCTION PHASE I CONST & L/S | 2016-10-31 | $1,868 | ||||
| PHASE I CONSTRUCTION IMPROVEMENTS | 2016-10-31 | $22,847 | ||||
| CONSTRUCTION PHASE II IMPROVEMENTS | 2016-10-31 | $187,178 | ||||
| PHASE II LANDSCAPING | 2016-10-31 | $118,417 | ||||
| GARDEN DEVELOPMENT IMPROVEMENTS | 2016-10-31 | $3,209 | ||||
| GARDEN DEVELOPMENT II IMPROVE,MENTS | 2016-10-31 | $5,068 | ||||
| ARTWORK ADDITIONS | 2016-06-05 | $275 | ||||
| GARDEN POND IMPROVEMENTS | 2016-10-31 | $574,132 | ||||
| BUILDING J IMPROVEMENTS | 2016-10-31 | $18,294 | ||||
| SCULPTURE - FEUERMAN | 2016-10-31 | $140,000 | ||||
| SCULPTURE ADDITIONS | 2016-04-08 | $2,500 | ||||
| GARDEN WALKWAY - NORTH | 2016-10-31 | $626 | ||||
| GARDEN WALKWAY - SOUTH | 2016-10-31 | $2,250 | ||||
| GARDEN DEVELOPMENT III | 2016-10-31 | $225 | ||||
| GARDEN COMMUNITY IMPROVEMENTS | 2016-10-31 | $350,487 | ||||
| TREE TRELLIS ADDITIONS | 2016-03-14 | $2,620 | ||||
| POST HOLE DIGGER | 2016-12-20 | $596 | $338 | S/L | 5.0000 | $119 |
| FOUR WHYNTER 14,000 BTU DUAL A/C UNITS | 2017-09-01 | $1,374 | $595 | S/L | 5.0000 | $275 |
| PHASE 1 L/S IMPROVEMENTS | 2017-10-31 | $20,023 | ||||
| PHASE II CONSTRUCTION IMPROVEMENTS | 2017-10-31 | $110,396 | ||||
| PHASE II LANDSCAPING IMPROVEMENTS | 2017-10-31 | $30,736 | ||||
| PHASE I CONST IMPROVEMENTS | 2017-10-31 | $44,631 | ||||
| GARDEN DEVELOPMENT IMPROVEMENTS | 2017-10-31 | $5,724 | ||||
| GARDEN POND IMPROVEMENTS | 2017-10-31 | $49,085 | ||||
| GARDEN GATE IMPROVEMENTS | 2017-10-31 | $38,830 | ||||
| RETAINING WALL IMPR | 2017-10-31 | $304 | ||||
| BUILDING J IMPROV | 2017-10-31 | $47,718 | ||||
| SCULPUTRE FEUERMAN ADD | 2017-10-31 | $62,000 | ||||
| GARDEN WALKWAY NORTH IMPROV | 2017-10-31 | $18,778 | ||||
| GARDEN WALKWAY SOUTH IMPROV | 2017-10-31 | $2,850 | ||||
| GARDEN DEV PHASE III IMPROV | 2017-10-31 | $4,054 | ||||
| TICKET BOOTH | 2017-10-31 | $6,107 | ||||
| SCULPUTRE - OSTRICHES | 2017-10-31 | $8,443 | ||||
| GARDEN SIGNS | 2017-10-31 | $13,519 | ||||
| GARDEN PLANTS IMPROV | 2017-10-31 | $3,927 | ||||
| SCULPUTRE PURCHASE ADD | 2017-10-31 | $11,914 | ||||
| GARDEN COMMUNITY IMP | 2017-10-31 | $11,884 | ||||
| GARDEN DEVELOPMNENT II IMPROV | 2017-10-31 | $18,775 | ||||
| CEMENT MIIXER | 2018-03-05 | $724 | $376 | 200DB | 5.0000 | $139 |
| SMALL EQUIPMENT | 2018-04-03 | $188 | $98 | 200DB | 5.0000 | $36 |
| PHASE 1 LS ADDITIONS | 2018-10-31 | $10,917 | ||||
| PHASE 1 CONST & LAND IMPROV | 2018-10-31 | $15,175 | ||||
| PHASE 1 CONST IMPROV | 2018-10-31 | $31,012 | ||||
| PHASE II CONSTRUCTION IMPROV | 2018-10-31 | $14,785 | ||||
| PHASE II LS IMPROV | 2018-10-31 | $15,327 | ||||
| GARDEN DEV IMPROV | 2018-10-31 | $653 | ||||
| GARDEN DEV II IMPROV | 2018-10-31 | $2,203 | ||||
| GARDEN POND IMPROV | 2018-10-31 | $17,216 | ||||
| GARDEN EQUIPMENT IMPROV | 2018-10-31 | $10,543 | ||||
| RETAINING WALL IMPROV | 2018-10-31 | $3,948 | ||||
| BUILDING J IMPROV | 2018-10-31 | $25,026 | ||||
| GARDENWALKWAY NORTH IMPROV | 2018-10-31 | $3,003 | ||||
| GARDEN DEV PHASE III | 2018-10-31 | $21,272 | ||||
| TICKET BOOTH IMPROV | 2018-10-31 | $4,656 | ||||
| GARDEN SIGNS IMPROV | 2018-10-31 | $1,263 | ||||
| PHASE III LS | 2018-10-31 | $6,390 | ||||
| WELCOME CENTER | 2018-10-31 | $35,013 | ||||
| SCULPTURE FIRE & HARMONY | 2018-10-31 | $210,000 | ||||
| PHASE III DEVELOPMENT | 2018-10-31 | $23,702 | ||||
| GARDEN PLANTS IMPROV | 2018-10-31 | $5,039 | ||||
| SCULPTURE PURCHASE ADD | 2018-10-31 | $18,177 | ||||
| PHASE I LANDSCAPING IMPROVEMENTS | 2019-10-31 | $285 | ||||
| PHASE I CONSTRUCTION IMPROVEMENTS | 2019-10-31 | $3,736 | ||||
| CONSTTUCTION PHAE II IPROVEMENTS | 2019-10-31 | $241 | ||||
| PHASE II LANDSCAPING IMPROVEMENTS | 2019-10-31 | $2,655 | ||||
| 5801 RIVERSIDE DRIVE | 2019-03-31 | $58,563 | ||||
| GARDEN DEVELOPMENT PHASE III | 2019-10-31 | $6,200 | ||||
| PHASE III LANDSCAPING IMPROVEMENTS | 2019-10-31 | $2,044 | ||||
| WELCOME CENTER IMPROVEMENS | 2019-10-31 | $10,712 | ||||
| PHASE III DEVELOPMENT IMPROVEMENTS | 2019-10-31 | $37,252 | ||||
| PHASE III CONSTRUTION | 2019-10-31 | $29,247 | ||||
| BUTTERFLY HOUSE | 2019-09-30 | $18,151 | ||||
| BRIDGE & BOARDWALK | 2019-10-11 | $537 | ||||
| GOLF CART | 2019-12-29 | $715 | 200DB | 5.0000 | $143 | |
| LAWN MOWER | 2020-05-18 | $7,000 | 200DB | 5.0000 | $1,400 | |
| CDU BRIDGE | 2020-10-31 | $240,910 | ||||
| COW PASTURE SCULPTURE | 2020-10-31 | $28,069 | ||||
| PARKING LOT EXPANSION | 2020-10-31 | $66,244 | ||||
| LAND - SPEC EXCEPT | 2020-10-31 | $12,590 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALE OF BANK OF AMERICA STOCK | AssetDesc |
| Acquired | 2011-07 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-01 | SoldDt |
| Gross Sales Price | $9,834 | GrossSalesPriceAmt |
| Basis | $8,700 | BasisAmt |
| Total Net | $1,134 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD BANK OF AMERICA | StockNm |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (53 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| DRAWING FILE | $610 | $610 | ||
| SMAL TRACTOR | $319 | $205 | $114 | $114 |
| OFFICE EQUIPMENT | $4,324 | $4,324 | ||
| JOHN DEERE TRACTOR | $59,798 | $46,910 | $12,888 | $12,888 |
| DUAL AC | $1,374 | $870 | $504 | $504 |
| CEMENT MIXER | $724 | $515 | $209 | $209 |
| SMALL EQUIPMENT | $188 | $134 | $54 | $54 |
| GOLF CART | $715 | $143 | $572 | $572 |
| LAWN MOWER | $7,000 | $1,400 | $5,600 | $5,600 |
| 5751 BEECHWOOD | $279,451 | $279,451 | $279,451 | |
| 5800 RIVERSIDE DRIVE | $973,777 | $973,777 | $973,777 | |
| 5827 RIVERSIDE DRIVE | $330,065 | $330,065 | $330,065 | |
| 5850 RIVERSIDE DRIVE | $340,373 | $340,373 | $340,373 | |
| ARTWORK | $5,974 | $5,974 | $5,974 | |
| BUILDING J | $95,539 | $95,539 | $95,539 | |
| STUB PROPERTY | $2,500 | $2,500 | $2,500 | |
| GARDEN DEVELOPMENT | $444,432 | $444,432 | $444,432 | |
| GARDEN DEVELOPMENT II | $230,537 | $230,537 | $230,537 | |
| GARDEN EQUIPMENT | $12,726 | $12,726 | $12,726 | |
| GARDEN GATE | $40,044 | $40,044 | $40,044 | |
| SCULPTURE | $226,930 | $226,930 | $226,930 | |
| RIVERSIDE DRIVE - VACANT LOT | $875 | $875 | $875 | |
| GARDEN PLANTS | $23,568 | $23,568 | $23,568 | |
| CONSTRUCTION - PHASE I | $332,312 | $332,312 | $332,312 | |
| CONSTRUCTION - PHASE II | $920,005 | $920,005 | $920,005 | |
| POND BRIDGE | $2,000 | $2,000 | $2,000 | |
| RETAINING WALL | $23,002 | $23,002 | $23,002 | |
| SCULPTURE PURCHASE | $96,378 | $96,378 | $96,378 | |
| GARDEN COMMUNITY CENTER | $822,609 | $822,609 | $822,609 | |
| GARDEN POND | $655,046 | $655,046 | $655,046 | |
| SCULPTURE KEEL | $64,396 | $64,396 | $64,396 | |
| SCULPTURE - THINKER | $15,230 | $15,230 | $15,230 | |
| SCULPTURE - CONTAINER | $1,851 | $1,851 | $1,851 | |
| TREE TRELLIS | $48,955 | $48,955 | $48,955 | |
| FEUMANN SCULPTURES | $202,000 | $202,000 | $202,000 | |
| GARDEN DEVELOPMENT III | $31,751 | $31,751 | $31,751 | |
| GARDEN WALKWAY - NORTH | $22,407 | $22,407 | $22,407 | |
| GARDEN WALKWAY - SOUTH | $5,100 | $5,100 | $5,100 | |
| TICKET BOOTH | $10,762 | $10,762 | $10,762 | |
| SCULPTURE - OSTRICHES | $8,443 | $8,443 | $8,443 | |
| GARDEN SIGNS | $14,782 | $14,782 | $14,782 | |
| PHASE III LANDSCAPING | $8,434 | $8,434 | $8,434 | |
| WELCOME CENTER | $45,724 | $45,724 | $45,724 | |
| SCULPTURE - FIRE & HARMONY | $210,000 | $210,000 | $210,000 | |
| PHASE III DEVELOPMENT | $60,954 | $60,954 | $60,954 | |
| BRIDGE AND BOARDWALK | $537 | $537 | $537 | |
| BUTTERFLY HOUSE | $18,151 | $18,151 | $18,151 | |
| PHASE III CONSTRUCTION | $29,247 | $29,247 | $29,247 | |
| 5801 RIVERSIDE DRIVE | $58,563 | $58,563 | $58,563 | |
| CDU - BRIDGE | $248,910 | $248,910 | $248,910 | |
| SCULPTURES - COWS | $28,070 | $28,070 | $28,070 | |
| PARKING LOT EXPANSION | $66,244 | $66,244 | $66,244 | |
| LAND - SPECIAL EXEMPTION | $12,590 | $12,590 | $12,590 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp (2 entries)
| Loan OriginalLoanOriginalAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Balance DueBalanceDueAmt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|
| JOHN DEERE | ||||||
| $58,763 | 2015-05 | 2020-06 | NO INTEREST | TRACTOR | ||
| THE SECOND LSC LTD | ||||||
| $210,000 | 2018-03 | 2024-10 | NO INTEREST | SCULPTURE--FIRE & HARMONY | $120,000 | $120,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADMIN & OFFICE | $3,230 | $2,601 | |
| INVESTMENT FEES | $172 | $172 | |
| LEGAL EXPENSES | $985 | $985 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,070 | Amt |
| Disbursements Charitable Prps | $1,070 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $1,314 | Amt |
| Disbursements Charitable Prps | $1,314 | DisbursementsCharitablePrpsAmt |
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