HARRY SUDAKOFF FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARRY SUDAKOFF FOUNDATION INC (EIN 65-0439722)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-07
- IRS object ID
- 201921339349100642
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-07T11:04:57-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary A Bucholtz CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2831 Ringling Blvd 119E | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342375355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650439722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harry Sudakoff Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 9419511687 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2831 Ringling Blvd Room 119E | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342375355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary A Bucholtz | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9419511687 | PhoneNum |
| Signature | 2019-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary A Bucholtz | PreparerPersonNm |
| Phone | 9419511687 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.254.113.248 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 13:16:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 67AE984E7A43D2A55BA3C35D31F1BA52BCBB976C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 67AE984E7A43D2A55BA3C35D31F1BA52BCBB976C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,326,724 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $139,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,628 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $139,628 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,393,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,064 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,053 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $305,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $305,697 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $143,681 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,725 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,966 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,966 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $84,966 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $84,966 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,999 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,999 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,999 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,999 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $628 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $628 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $628 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,318 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $93,318 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $347,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $347,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $440,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,318 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $93,318 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$135,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,379 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,363 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,413 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,413 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,180,107 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,048,626 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,303,311 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,207,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,072,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,326,724 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,207,330 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,072,039 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,207,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,072,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,207,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,072,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,207,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$135,291 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,072,039 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,072,039 | 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 |
|---|---|---|---|---|---|---|---|
| Via Bank of America | P | 2018-01-01 | 2018-12-31 | $355,308 | $354,057 | $1,251 | $1,251 |
| Via Bank of America Wash Sales | P | 2018-01-01 | 2018-12-31 | $2,802 | $2,802 | $2,802 | |
| Via Bank of America | P | 2017-01-01 | 2018-12-31 | $1,026,833 | $872,998 | $153,835 | $153,835 |
| Via Bank of America Wash Sales | P | 2017-01-01 | 2018-12-31 | $1,278 | $1,278 | $1,278 | |
| Lit Settlement | P | 2017-01-01 | 2018-12-31 | $10 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,064 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,053 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $435,177 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,042,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.072020 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $407,948 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,713,772 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.071397 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $442,577 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,103,465 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.072512 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $482,241 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,436,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.074917 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $400,274 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,224,063 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.064311 | DistributionYr5Rt |
| Total Distribution | 000.355157 | TotalDistributionRt |
| Average Distribution | 000.071031 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,025,778 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $428,017 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,124 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $430,141 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $440,988 | 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 | $2,124 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,124 | SubtotalAmt |
| Tax Based On Investment Income | $2,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,184 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,184 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $11,184 | OriginalReturnTaxPaidAmt |
| Overpayment | $9,060 | OverpaymentAmt |
| Applied To ES Tax | $9,060 | 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| 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 | http//fdnweb.org/sudakoff | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary A Bucholtz CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9419511687 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2831 Ringling Blvd Suite 119E | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342375355 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Elizabeth Marshall | ||||||
| 200 S Orange Ave | Sarasota | FL | 34236 | VP/Treas | 000.00 | $0 |
| Gary A Bucholtz | ||||||
| 2831 Ringling Blvd Suite 119E | Sarasota | FL | 34237 | Pres | 000.00 | $0 |
| W T Harrison Jr | ||||||
| 200 S Orange Ave | Sarasota | FL | 34236 | Sec | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,063,299 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,117,541 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,117,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,025,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $301,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $301,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,124 | TotalTaxAmt |
| Distributable Before Adj | $299,165 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $299,165 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $299,165 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,988 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $440,988 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,124 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $438,864 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $299,165 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $106,249 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $163,818 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $141,060 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,957 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $136,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $671,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $440,988 | QualifyingDistributionsAmt |
| Applied To Current Year | $299,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,823 | RemainingDistriFromCorpusAmt |
| Total Corpus | $813,170 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $106,249 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $706,921 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $163,818 | ExcessFromYear4Amt |
| Excess From Year3 | $141,060 | ExcessFromYear3Amt |
| Excess From Year2 | $123,957 | ExcessFromYear2Amt |
| Excess From Year1 | $136,263 | ExcessFromYear1Amt |
| Excess From Current Year | $141,823 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Andrew Davis - US Trust | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Central Avenue Suite 750 | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342367543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4072277519 | RecipientPhoneNum |
| Form And Info And Materials | Proposed Grant Request Form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | August 15th | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Children First Inc | |||||||
| 1723 North Orange Avenue | Sarasota | FL | 34234 | None | PC | General | $20,000 |
| Pines of Sarasota Foundation Inc | |||||||
| 1501 North Orange Avenue | Sarasota | FL | 34236 | None | PC | General | $75,000 |
| Neuro Challenge Foundation | |||||||
| 722 Apex Road Unit A | Sarasota | FL | 34240 | None | PC | General | $15,000 |
| Easter Seals of Southwest Florida Inc | |||||||
| 350 Braden Avenue | Sarasota | FL | 34243 | None | SO I | General | $40,000 |
| All Faiths Food Bank Inc | |||||||
| 8171 Blaikie Ct | Sarasota | FL | 34240 | None | PC | General | $20,000 |
| Community Haven for Adults and Children | |||||||
| 4405 DeSoto Road | Sarasota | FL | 34235 | None | PC | General | $25,000 |
| Big Brothers Big Sisters of the Suncoast | |||||||
| 1000 Tamiami Trl Ste C | Venice | FL | 34285 | None | PC | General | $40,000 |
| Girls Inc | |||||||
| 201 S Tuttle Avenue | Sarasota | FL | 34237 | None | PC | General | $15,975 |
| Education Foundation of Sarasota County | |||||||
| 1960 Landings Blvd Suite 120 | Sarasota | FL | 34231 | None | PC | General | $15,000 |
| Marie Selby Botanical Gardens Inc | |||||||
| 811 S Palm Avenue | Sarasota | FL | 34236 | None | PC | General | $10,000 |
| Safe Place and Rape Crisis Center Inc | |||||||
| 2139 Main Street | Sarasota | FL | 34237 | None | PC | General | $36,900 |
| Sarasota Opera Association Inc | |||||||
| 61 N Pineapple Avenue | Sarasota | FL | 34236 | None | PC | General | $24,000 |
| Boy Scouts of America Southwest FL Council | |||||||
| 1801 Boy Scout Drive | Fort Myers | FL | 33907 | None | PC | General | $10,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $347,670 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $139,628 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $166,064 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $305,697 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $305,697 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Foundation is a charitable fund - all income is used to fund contributions to charitable 501c3 organizations. |
| 4 | Foundation is a charitable fund - all income is used to fund contributions to charitable 501c3 organizations. |
| 8 | Foundation is a charitable fund - all income is used to fund charitable 501c3 organizations |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $4,725 | Amt |
| Net Investment Income | $4,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,725 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,725 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $5,048,626 | BookValueAmt |
| EOYFMV | $5,303,311 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance | Desc |
| Revenue And Expenses Per Books | $628 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $628 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $628 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $628 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Administrative expense | $15,742 | $15,742 | $15,742 | $15,742 |
| Investment management fees | $59,216 | $59,216 | $59,216 | $59,216 |
| Investment expenses | $10,008 | $10,008 | $10,008 | $10,008 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FL Corporate Annual Report | $61 | $61 | $61 | $61 |
| Foreign tax withheld at source | $2,938 | $2,938 | $2,938 | $2,938 |
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