GETZEN FAMILY CHARITIES INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GETZEN FAMILY CHARITIES INC (EIN 82-0540623)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-01
- IRS object ID
- 202011539349100216
- Schema version
- 2019v5.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-01T12:38:34-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820540623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GETZEN FAMILY CHARITIES INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O LINDA GETZEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GETZ | BusinessNameControlTxt |
| Phone | 9419228581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1457 LANDINGS CIRCLE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E GETZEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9419228581 | PhoneNum |
| Signature | 2020-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE L BYNUM | PreparerPersonNm |
| PTIN | P00106704 | PTIN |
| Phone | 9413654617 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.101.221.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-30 | IPDt |
| IP Tm | 11:29:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E69F958B2E555631CCF0B9C0AD547DCAF0757BCC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8503568639EF6A476C097837F23B5DCD8B541B84 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,234,685 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $135,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $51,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,022 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,714 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,714 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $186,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,736 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,153 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,153 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,517 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,670 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,670 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,041 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,066 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,510 | CashBOYAmt |
| Cash EOY | $59,623 | CashEOYAmt |
| Cash EOYFMV | $59,623 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,646 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,314,440 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,346,160 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,834,865 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $263,165 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $265,864 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $285,551 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,653,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,726,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,234,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,653,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,726,293 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,653,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,726,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,653,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,726,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,653,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,726,293 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,726,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 256.02 SH MFO DFA INVT DIMENSIONS GROUP | P | 2018-02-16 | 2019-08-09 | $5,000 | $6,157 | -$1,157 | -$1,157 |
| 753.14 SH MFB NORTHN FUNDS EMERGING | P | 2018-06-29 | 2019-08-26 | $8,141 | $9,000 | -$859 | -$859 |
| 2775.16 SH MFO DFA INVT DIMENSIONS GROUP | P | 2019-08-27 | $52,978 | $61,708 | -$8,730 | -$8,730 | |
| 1896.85 SH MFB NORTHN FUNDS EMERGING MKTS | P | 2009-10-15 | 2019-08-26 | $20,505 | $21,017 | -$512 | -$512 |
| CAPITAL GAINS DIVIDENDS | P | $9,312 | $9,312 | $9,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,946 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,286 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,929,132 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043691 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,286 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,713,247 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043360 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,966 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,447,722 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037967 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,381 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,404,126 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051549 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,501 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,379,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040951 | DistributionYr5Rt |
| Total Distribution | 0.217518 | TotalDistributionRt |
| Average Distribution | 0.043504 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,993,829 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,740 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $351 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,091 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,041 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $612 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $612 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $261 | OverpaymentAmt |
| Applied To ES Tax | $261 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E GETZEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9419228581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1421 WESTBROOK DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E GETZEN | ||||||||
| 1421 WESTBROOK DRIVE | SARASOTA | FL | 34231 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RUTH E GETZEN | ||||||||
| 1421 WESTBROOK DRIVE | SARASOTA | FL | 34231 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA R GETZEN | ||||||||
| 1421 WESTBROOK DRIVE | SARASOTA | FL | 34231 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SANDRA L ALGER | ||||||||
| 1421 WESTBROOK DRIVE | SARASOTA | FL | 34231 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES W GETZEN | ||||||||
| 1421 WESTBROOK DRIVE | SARASOTA | FL | 34231 | DIRECTOR | 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 |
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 | $1,858,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $108,781 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,024,192 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,024,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,993,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $351 | TotalTaxAmt |
| Distributable Before Adj | $99,340 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,340 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,340 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,041 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,041 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $351 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $94,690 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,340 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $93,041 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,041 | QualifyingDistributionsAmt |
| Applied To Year1 | $93,041 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $97,340 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY AT GLENGARY | |||||||
| 1910 GLENGARY ST | SARASOTA | FL | 34231 | NONE | PC | GENERAL FUND | $10,000 |
| ALL FAITHS FOOD BANK | |||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | NONE | PC | GENERAL FUND | $5,000 |
| AMERICAN RED CROSS | |||||||
| 2001 CANTU COURT | SARASOTA | FL | 34232 | NONE | PC | GENERAL FUND | $5,000 |
| CHURCH OF THE PALMS | |||||||
| 3224 BEE RIDGE RD | SARASOTA | FL | 34239 | NONE | PC | FOOD PANTRY | $5,000 |
| COMMUNITY FOUNDATION OF SARASOTA COUNTY | |||||||
| 2635 FRUITVILLE ROAD | SARASOTA | FL | 34237 | NONE | PC | SEASON OF SHARING | $5,000 |
| FORTY CARROTS FAMILY CENTER | |||||||
| 1500 SOUTH TUTTLE AVE | SARASOTA | FL | 34239 | NONE | PC | GENERAL FUND | $5,000 |
| GIRL SCOUT OF GULFCOAST FLORIDA INC | |||||||
| 4780 CATTLEMEN RD | SARASOTA | FL | 34233 | NONE | PC | GENERAL FUND | $5,000 |
| JACK AND JILL FOUNDATION | |||||||
| 1930 17TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL FUND | $6,000 |
| JOHN & MABLE RINGLING MUSEUM OF ART FOUNDATION | |||||||
| 5401 BAY SHORE RD | SARASOTA | FL | 34243 | NONE | PC | GENERAL FUND | $530 |
| LIBRARY FOUNDATION FOR SARASOTA COUNTY INC | |||||||
| 13801 TAMIAMI TR S-D | NORTH PORT | FL | 34287 | NONE | PC | GENERAL FUND | $5,000 |
| MOFFITT CANCER CENTER | |||||||
| 12902 USF MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | PC | GENERAL FUND | $1,000 |
| NATE'S HONOR ANIMAL RESCUE | |||||||
| 8437 COOPER CREEK BLVD | BRADENTON | FL | 34201 | NONE | PC | GENERAL FUND | $2,000 |
| PINE VIEW SCHOOL | |||||||
| 1960 LANDINGS BLVD | SARASOTA | FL | 34231 | NONE | PC | 200AP ENVIRONMENTAL SCIENCE, HONORS MARINE | $2,000 |
| RESURRECTION HOUSE | |||||||
| 507 KUMQUAT COURT | SARASOTA | FL | 34236 | NONE | PC | GENERAL FUND | $5,000 |
| RIVERVIEW HIGH SCHOOL KILTIE BAND BOOSTERS INC | |||||||
| PO BOX 18504 | SARASOTA | FL | 34276 | NONE | PC | GENERAL FUND | $2,000 |
| ROSKAMP INSTITUTE | |||||||
| 2040 WHITFIELD AVE | SARASOTA | FL | 24343 | NONE | PC | GENERAL FUND | $100 |
| SAMARITAN COUNSELING CENTER | |||||||
| 3224 BEE RIDGE RD | SARASOTA | FL | 34239 | NONE | PC | GENERAL FUND | $5,000 |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | |||||||
| 1700 S TAMIAMI TRAIL | SARASOTA | FL | 34239 | NONE | PC | GENERAL FUND | $10,000 |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD 102 | OCEANSIDE | CA | 92057 | NONE | PC | GENERAL FUND | $5,000 |
| SOUTHWEST FLORIDA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 1801 BOY SCOUT DRIVE | FT MYERS | FL | 33907 | NONE | PC | GENERAL FUND | $5,000 |
| WM DANIEL JUNIOR GOLF FOUNDATION INC | |||||||
| 116 CHICKASAW DR | CLARKSVILLE | TN | 37043 | NONE | PC | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,630 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,022 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,790 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E AND RUTH E GETZEN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1421 WESTBROOK DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $135,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,350 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,346,160 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,834,865 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFO CREDIT SUISSE COMMODITY FD | AT COST | $157,083 | $176,770 |
| LIFE INSURANCE POLICIES (CSV) | AT COST | $108,781 | $108,781 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE ORGANIZATION FEE | $61 | $0 | $61 |
| INVESTMENT FEES | $11,172 | $11,172 | $0 |
| PREMIUM ON LIFE INSURANCE HELD BY CHARITY | $5,345 | $5,345 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCREASE IN CSV OF LIFE INSURANCE | $2,699 | $2,699 | $2,699 |
| MISCELLANEOUS INCOME | $15 | $15 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,153 | Amt |
| Net Investment Income | $2,153 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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