TRISH JOY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TRISH JOY FOUNDATION (EIN 46-1403949)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-28
- IRS object ID
- 202043029349100134
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-28T15:24:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953387333 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBERG AND JACKSON CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1480 COLORADO BLVD STE 200 | AddressLine1Txt |
| City | EAGLE ROCK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90041 | 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 | 461403949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRISH JOY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIS | BusinessNameControlTxt |
| Phone | 7275013407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GARDEN AVE N SUITE B | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA DUGGAN | PersonNm |
| Person Title | PRES/DIRECTOR | PersonTitleTxt |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADFORD N BERNSTEIN CPA | PreparerPersonNm |
| PTIN | P01352523 | PTIN |
| Phone | 8182493230 | PhoneNum |
| Preparation | 2020-10-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.42.64.65 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-28 | IPDt |
| IP Tm | 15:24:53 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BEE57EABA413F2E1A8EDDC264D5B28A07ED855AC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E7AF042073AB96C01FC24C30027D4EB99EDFF752 | 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 | $41,426,258 | 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 | $16,151,713 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,720 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,720 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,720 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,755 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,755 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,749,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,859,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,749,935 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,912,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,760,410 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,475 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $4,123 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,123 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,149 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,149 | AccountingFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,905,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,754,138 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,475 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,154 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,308 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,308 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $673,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $295,294 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $312,285 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $23,432,963 | OtherAssetsBOYAmt |
| Other Assets EOY | $41,028,665 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $41,028,665 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,169,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,409,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,426,258 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,169,689 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $41,409,267 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,169,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,409,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,169,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,409,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,169,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,905,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,100,404 | OtherIncreasesAmt |
| Subtotal | $46,175,944 | SubtotalAmt |
| Other Decreases | $4,766,677 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,409,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400 ABBVIE INC | D | 2017-07-01 | 2019-01-18 | $35,770 | $204 | $35,566 | $35,566 |
| 6645 ABBVIE INC | D | 2017-07-01 | 2019-01-18 | $594,231 | $3,389 | $590,842 | $590,842 |
| 1981 AMAZON.COM | D | 2016-10-28 | 2019-10-21 | $3,531,600 | $1,538,752 | $1,992,848 | $1,992,848 |
| 2100 AMAZON,COM | D | 2016-11-14 | 2019-12-12 | $3,697,924 | $1,567,245 | $2,130,679 | $2,130,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,749,935 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $376,093 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets Yr2 | $12,258 | NetVlNoncharitableAssetsYr2Amt |
| Adjusted Qlfy Distri Yr3 | $61,100,754 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,961,433 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.911703 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $58,351,400 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 1.911703 | TotalDistributionRt |
| Average Distribution | 1.911703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $416,556 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $796,331 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47,541 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $843,872 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95,083 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $95,083 | SubtotalAmt |
| Tax Based On Investment Income | $95,083 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $42,697 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $42,697 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,258 | EsPenaltyAmt |
| Tax Due | $53,644 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOANN MAROLDA | IndividualWithBooksNm |
| Phone | 7275013407 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GARDEN AVE N SUITE B | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33755 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA DUGGAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GARDEN AVE N SUITE B | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/DIRECTO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $371,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $422,900 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $422,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $416,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95,083 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $56,645,513 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $56,645,513 | TotalExcessDistributionCyovAmt |
| Total Corpus | $56,645,513 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $56,645,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $56,645,513 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA DUGGAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA DUGGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GARDEN AVE NORTH SUITE B | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7275013407 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS FOR CONTRIBUTIONS FROM SCIENTOLOGY,RELATED SOCIAL BETTERMENT ORGANIZATIONS, AND ORGANIZATIONS PROMOTING THE FURTHERANCE OF ART SHOULD BE WRITTEN AND STATE THE AMOUNT OF THE REQUESTED DONATION AND SHOULD BRIEFLY STATE THE INTENDED CHARITABLE USE OF THE CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY RESTRICTS ITS CONTRIBUTIONS TO 501(C)(3)ORGANIZATIONS THAT ARE CHURCHES OF SCIENTOLOGY, AFFILIATED SOCIAL BETTERMENT ORGANIZATIONS AND ORGANIZATIONS FURTHERING THE ARTS. THE FOUNDATION ALSO MAY CHOOSE TO INITIATE AND CONDUCT, UNDER ITS OWN DIRECTION, GRANTS TO QUALIFIED SECTION 501(C)(3) RECIPIENTS TO FURTHER ITS CHARITABLE AND EDUCATIONAL PURPOSES, WITH OR WITHOUT WRITTEN APPLICATIONS FROM THE GRANTEE ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,720 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,755 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,749,935 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,760,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,760,410 | 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 | PATRICIA DUGGAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GARDEN AVE N SUITE B | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,151,713 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4250 SHARES AMAZON,COM | NoncashPropertyDesc |
| Fair Market Value | $7,497,990 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,149 | Amt |
| Net Investment Income | $2,149 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7,045 SHARES ABBVIE, INC | ||
| 169 SHARES AMAZON.COM | $295,294 | $312,285 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $4,123 | LegalFeesAmt |
| Net Investment Income | $4,123 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART COLLECTION | Desc |
| BOY Book Value | $23,432,963 | BOYBookValueAmt |
| EOY Book Value | $41,028,665 | EOYBookValueAmt |
| EOYFMV | $41,028,665 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BASIS/FMV OF DONATED STOCK SOLD IN 2019 | Desc |
| Amt | $4,766,677 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $1,100,000 |
| TAX REFUND | $404 |
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