PINES OF SARASOTA FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PINES OF SARASOTA FOUNDATION INC (EIN 59-2988752)
- Tax period
- 2015-08-01 to 2016-07-31
- Filed
- 2017-01-16
- IRS object ID
- 201710169349301201
- Schema version
- 2015v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-16T15:47:46-06:00 | ReturnTs |
| Tax Period End | 2016-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650437100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBBITT PITTENGER & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1605 MAIN STREET SUITE 1010 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592988752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINES OF SARASOTA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PINE | BusinessNameControlTxt |
| Phone | 9419556293 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N ORANGE AVENUE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTELLE CRAWFORD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9419556293 | PhoneNum |
| Signature | 2017-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBALL R BOBBITT | PreparerPersonNm |
| PTIN | P00366902 | PTIN |
| Phone | 9413664450 | PhoneNum |
| Preparation | 2017-01-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ESTELLE CRAWFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N ORANGE AVENUE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,928,307 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PINESOFSARASOTA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,088,394 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,024,361 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $288,597 | PYInvestmentIncomeAmt |
| CY Investment Income | $92,345 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,376,991 | PYTotalRevenueAmt |
| CY Total Revenue | $1,116,706 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,487,456 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,022,564 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $252,820 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $307,457 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $79,040 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $73,190 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $189,332 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $264,456 | PYOtherExpensesAmt |
| CY Other Expenses | $208,298 | CYOtherExpensesAmt |
| PY Total Expenses | $2,083,772 | PYTotalExpensesAmt |
| CY Total Expenses | $1,611,509 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$706,781 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$494,803 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,625,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,193,135 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $63,166 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,268 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,562,261 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,155,867 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE PART I, LINE 1 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $94,340 | ExpenseAmt |
| Grant | $94,340 | GrantAmt |
| Desc | SUPPORTING THE COMFORT, SAFETY AND CARE OF OUR RESIDENTS. PINES OF SARASOTA FOUNDATION GENERATES FUNDS TO SUPPORT ENDOWMENT, CAPITAL AND PROGRAMMATIC NEEDS. PINES OF SARASOTA AND SENIOR CARE COMMUNITY SERVES OVER 3,500 SENIORS ANNUALLY. WITH A 68 YEAR HISTORY OF PIONEERING NEW AND INNOVATIVE APPROACHES TO HEALTHCARE FOR SENIORS, OUR RESIDENTS HAVE THE COMFORT OF KNOWING THAT THEY WILL ALWAYS BE SECURE AND WELL CARED FOR. TO THAT END, A MAJOR THRUST HAS BEEN TO IMPROVE THE INFRASTRUCTURE OF OUR CAMPUS THEREBY ENHANCING THE CARE, COMFORT AND SAFETY OF OUR RESIDENTS. THAT TRANSLATES TO REPLACING OUTDATED ESSENTIAL EQUIPMENT, LIKE AIR CONDITIONERS IN OUR MEMORY CARE CENTER AND REFRIGERATORS IN OUR CENTRAL KITCHEN. PINES SERVES OVER 1000 MEALS DAILY! NEW, MORE EFFICIENT TRASH COMPACTORS, REPAIR AND REPLACEMENT OF WALKWAYS AND DESIGN OF A NEW CHILLER PLANT ARE FURTHER EXAMPLES OF SOME OF THE CAPITAL PURCHASES NEEDED TO SERVE OUR RESIDENTS.CARING FOR THE LARGEST NUMBER OF RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES, WHILE AT THE SAME TIME ATTRACTING PRIVATE PAY CLIENTS, ENABLES PINES TO CONTINUE TO OFFER ITS UNIQUE AND ESSENTIAL MISSION. TO THAT END, AN ADDITIONAL FOCUS HAS BEEN TO IMPROVE THE APPEARANCE OF OUR CAMPUS AND INCREASE THE MARKETING OF OUR SERVICES. OUR CAMPUS HAS BEEN MARKEDLY ENHANCED AS NOTED BY RESIDENTS, FAMILIES AND THOSE BENEFITTING FROM SHORT TERM AND OUTPATIENT SERVICES. IN ADDITION, WE HAVE UNDERGONE A TOTAL BRAND REFRESH AND DISPLAY NEW SIGNAGE THROUGHOUT THE CAMPUS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $748,779 | ExpenseAmt |
| Grant | $748,779 | GrantAmt |
| Desc | CAMPUS EXPANSION: SUPPORTING THE PURCHASE AND DEVELOPMENT OF ADJACENT LAND. PINES REMAIN THE LARGEST PROVIDER OF LONG TERM CARE FOR LOW INCOME PEOPLE IN OUR REGION. SARASOTA COUNTY REMAINS THE OLDEST COUNTY BY THE AGE OF OUR POPULATION, COMPARED WITH OTHER COUNTIES WITH A POPULATION GREATER THAN 250,000. TO MEET THIS EVER-GROWING NEED, PINES HAS EXPANDED FROM 17 TO 25 ACRES WITH THE PURCHASE OF THE ADJOINING LAND; DONATIONS HAVE ENABLED US TO UNDERWRITE THE PRINCIPAL ON THE MORTGAGE PAYMENT THIS YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $179,445 | ExpenseAmt |
| Grant | $179,445 | GrantAmt |
| Desc | 3. RESIDENT NEEDS & EDUCATION AND TRAINING:THE BALANCE OF OUR FUNDRAISING EFFORTS FOCUSED BOTH ON SUPPORTING CAREGIVER DEMENTIA TRAINING OFFERED TO BOTH FAMILIES AND PROFESSIONALS, AS WELL AS, RESIDENT NEEDS. INDEED, THE EDUCATION AND TRAINING NEEDS HAVE BEEN SO GREAT THAT OUR FOOTPRINT OF SERVICE AREA IS NOW INTERNATIONAL. THE CREATION OF 16 DVD'S, VIDEO STREAMING, IN HOUSE TRAINING AND EVEN UNDERWRITING THE COST TO PROVIDE CAREGIVING WHILE THE ACTUAL CAREGIVERS ARE BEING TRAINED, ARE ALL SUPPORTED BY DONATIONS.FUNDRAISING INCORPORATING RESIDENT NEEDS HAVE ENABLED US TO UNDERWRITE UNFUNDED MEDICAL EXPENSES, A VARIETY OF RESIDENT ACTIVITIES AND THE PURCHASE ADDITIONAL VITAL SIGN MONITORS. WE ARE DEEPLY APPRECIATIVE OF THE EVER GROWING NUMBER OF DONORS WHO FACILITATE THE QUALITY OF LIFE OF SO MANY INDIVIDUALS AND THEIR FAMILIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,022,564 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTELLE CRAWFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9419556293 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N ORANGE AVENUE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| RICHARD ANGELOTTI | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| L THOMAS BAKER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY BALD | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEWART BITTERMAN | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY FIEBER | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUE JACOBSON | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ART MAHONEY | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SEAN MCHALE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| EDMUND W MORTON III | ||||||
| CO-CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RON A ROYAL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES RUTLEDGE | ||||||
| CO-CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK SCHLANGER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARILYN SHUMAN | ||||||
| VICE CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ESTELLE CRAWFORD | ||||||
| PRESIDENT | 50.00 | $115,952 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $115,952 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $112,027 | FundraisingAmt |
| All Other Contributions | $912,334 | AllOtherContributionsAmt |
| Total Contributions | $1,024,361 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,599 | TotalRevenueColumnAmt |
| Exclusion | $124,599 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $760,509 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $792,763 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$32,254 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,254 | TotalRevenueColumnAmt |
| Exclusion | -$32,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,838 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $112,027 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,838 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,116,706 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $92,345 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,022,564 | TotalAmt |
| Program Services | $1,022,564 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,952 | TotalAmt |
| Management And General | $57,976 | ManagementAndGeneralAmt |
| Fundraising | $57,976 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,798 | TotalAmt |
| Management And General | $117,438 | ManagementAndGeneralAmt |
| Fundraising | $35,360 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,479 | TotalAmt |
| Management And General | $14,019 | ManagementAndGeneralAmt |
| Fundraising | $3,460 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,228 | TotalAmt |
| Management And General | $13,901 | ManagementAndGeneralAmt |
| Fundraising | $7,327 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,598 | TotalAmt |
| Management And General | $40,598 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,190 | TotalAmt |
| Fundraising | $73,190 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,492 | TotalAmt |
| Management And General | $50,492 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Management And General | $36,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,341 | TotalAmt |
| Management And General | $1,341 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,660 | TotalAmt |
| Management And General | $23,408 | ManagementAndGeneralAmt |
| Fundraising | $5,252 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326 | TotalAmt |
| Management And General | $1,326 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,596 | TotalAmt |
| Management And General | $6,596 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,633 | TotalAmt |
| Management And General | $5,633 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| DONOR CULTIVATION | $13,872 | $7,423 | $6,449 |
| EVENT EXPENSE | $9,922 | $9,922 | |
| BAD DEBT | $8,130 | $8,130 | |
| TRAINING & DEVELOPMENT | $3,756 | $3,519 | $237 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972 | TotalAmt |
| Management And General | $1,891 | ManagementAndGeneralAmt |
| Fundraising | $81 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611,509 | TotalAmt |
| Program Services | $1,022,564 | ProgramServicesAmt |
| Management And General | $399,613 | ManagementAndGeneralAmt |
| Fundraising | $189,332 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,085 | BOYAmt |
| EOY | $286,207 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,281 | BOYAmt |
| EOY | $479,001 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,831 | BOYAmt |
| EOY | $280,926 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,997 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,098 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,184 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,510 | BOYAmt |
| EOY | $13,914 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,016,723 | BOYAmt |
| EOY | $6,129,087 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000 | BOYAmt |
| EOY | $4,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,625,427 | BOYAmt |
| EOY | $7,193,135 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,666 | BOYAmt |
| EOY | $11,068 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,500 | BOYAmt |
| EOY | $26,200 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,166 | BOYAmt |
| EOY | $37,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,010,087 | BOYAmt |
| EOY | $6,021,826 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814,783 | BOYAmt |
| EOY | $392,650 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,391 | BOYAmt |
| EOY | $741,391 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,562,261 | BOYAmt |
| EOY | $7,155,867 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,625,427 | BOYAmt |
| EOY | $7,193,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$494,803 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $60,305 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $28,104 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,471,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $955,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,090,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,088,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,024,361 | CurrentTaxYearAmt |
| Total | $6,630,478 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,471,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $955,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,090,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,088,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,024,361 | CurrentTaxYearAmt |
| Total | $6,630,478 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,630,478 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $279,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $288,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,345 | CurrentTaxYearAmt |
| Total | $1,170,698 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $279,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $288,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,345 | CurrentTaxYearAmt |
| Total | $1,170,698 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,639,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,235,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,432,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,376,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,116,706 | CurrentTaxYearAmt |
| Total | $7,801,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82320 | PublicSupportPY509Pct |
| Investment Income CY | 0.15010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.17680 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,602,174 | BeginningYearBalanceAmt |
| Contributions | $408,197 | ContributionsAmt |
| Investment Earnings Or Losses | $28,104 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $846,304 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,130 | AdministrativeExpensesAmt |
| End Year Balance | $1,184,041 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,406,054 | BeginningYearBalanceAmt |
| Contributions | $406,111 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,048 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,149,882 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $59,061 | AdministrativeExpensesAmt |
| End Year Balance | $1,602,174 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,999,649 | BeginningYearBalanceAmt |
| Contributions | $1,389,042 | ContributionsAmt |
| Investment Earnings Or Losses | $6,401 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $633,536 | GrantsOrScholarshipsAmt |
| Other Expenditures | $325,494 | OtherExpendituresAmt |
| Administrative Expenses | $30,008 | AdministrativeExpensesAmt |
| End Year Balance | $2,406,054 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,112,596 | BeginningYearBalanceAmt |
| Contributions | $500,677 | ContributionsAmt |
| Investment Earnings Or Losses | $55,572 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $648,822 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $20,374 | AdministrativeExpensesAmt |
| End Year Balance | $1,999,649 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,920,475 | BeginningYearBalanceAmt |
| Contributions | $1,090,309 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,293 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $885,895 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $9,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,112,596 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04220 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33160 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,184 | DepreciationAmt |
| Book Value | $13,914 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,914 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,223,953 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $60,305 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $46,942 | OtherRevenueAmt |
| Revenue Not Reported | $107,247 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,116,706 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,116,706 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,630,347 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $18,838 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $18,838 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,611,509 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,611,509 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS TO PURSUE ITS STATED MISSION, SUPPORT OF PINES OF SARASOTA IN PERPETUITY. |
| PART X, LINE 2: | THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA AND HAS BEEN GRANTED RECOGNITION OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO INCOME TAX LIABILITY OR PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE FOUNDATION'S INFORMATION RETURNS FOR 2013 AND LATER YEARS REMAIN OPEN TO INSPECTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 28,104. FUNDRAISING EXPENSES 18,838. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 18,838. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLENE RESNICK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 JOHN RINGLING BLVD H34 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITER | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $150,300 | GrossReceiptsAmt |
| Retained By Contractor | $73,190 | RetainedByContractorAmt |
| Net To Organization | $77,110 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $150,300 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $73,190 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $77,110 | TotalNetToOrganizationAmt |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WIT & WISDOM LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $130,865 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $112,027 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,838 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $18,838 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $130,865 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $112,027 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,838 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $18,838 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $18,838 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINES OF SARASOTA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N ORANGE AVENUE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 590700567 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,022,564 | CashGrantAmt |
| Purpose Of Grant | FUNDS TO PROVIDE CAPITAL, PROGRAMMATIC AND ENDOWMENT SUPPORT TO PINES OF SARASOTA. | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PINES FOUNDATION REPORTS TO THE GRANTORS HOW AND WHEN THEIR GRANTS WERE USED. THE PINES RECEIVES COPIES OF INVOICES DOCUMENTING THE EXPENDITURE OF GRANT FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | THE MISSION OF PINES OF SARASOTA FOUNDATION IS TO SUPPORT THE CAPITAL, PROGRAMMATIC AND ENDOWMENT NEEDS OF PINES OF SARASOTA, A SENIOR CARE CAMPUS PROVIDING ASSISTED LIVING, SKILLED NURSING, IN AND OUTPATIENT REHABILITATION AND ALZHEIMER/DEMENTIA CARE. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS SENT TO THE EXECUTIVE COMMITTEE OF THE PINES OF SARASOTA FOUNDATION. UPON REVIEW AND APPROVAL, THE TREASURER NOTIFIES THE FULL BOARD OF DIRECTORS THAT THE EXECUTIVE COMMITTEE HAS REVIEWED AND APPROVED THE CONTENTS. AN ELECTRONIC OR HARD COPY OF THE APPROVED 990 DRAFT IS ALSO SENT TO THE FULL BOARD WITH A REQUEST TO REVIEW, SUGGEST EDITS, SUBMIT QUESTIONS OR COMMENTS OR RECOMMEND FOR FILING AS IS. UPON RECEIVING A CONSENSUS, THE 990 IS SUBMITTED FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR. EACH BOARD MEMBER RECEIVES THEIR RESPECTIVE SIGNED FORM, ALONG WITH AN ATTACHED SHEET INDICATING THAT THEY UNDERSTAND AND REMAIN IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANY BOARD MEMBER, NEW TO THE ORGANIZATION WHO HAS INADVERTENTLY NOT YET RECEIVED OR REVIEWED SAID POLICY IS GIVEN A NEW ONE. THE CHAIRMAN OR BOARD PRESIDENT REVIEWS THE POLICY, RESPONDS TO ANY QUESTIONS AND, THEN IF ALL TRUSTEES AGREE THAY ARE IN COMPLIANCE, THEY ARE ASKED TO SIGN AND DATE A COVER SHEET INDICATING THEY HAVE REVIEWED AND IN GOOD FAITH AGREE THEY REMAIN IN COMPLIANCE. SHOULD THERE BE A SITUATION WHERE A BOARD MEMBER IS NO LONGER IN COMPLIANCE, A MEMBER OF THE EXECUTIVE COMITTEE WILL MEET INDIVIDUALLY WITH THE TRUSTEE TO DISCUSS AND RESOLVE THE ISSUE. BOARD MEMBERS MUST BE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN ORDER TO REMAIN IN GOOD STANDING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THERE IS A PROCESS BY WHICH THE COMPENSATION OF THE PRESIDENT, THE FOUNDATION'S TOP PAID MANAGEMENT OFFICIAL, IS REVIEWED AND DETERMINED. THE CHAIRMAN OF THE FOUNDATION FORMS A SMALL TASK FORCE TO BOTH EVALUATE THE PRESIDENT AND RECOMMEND COMPENSATION. THE PROCESS INCLUDES REVIEW OF THE CURRENT COMPENSATION STATISTICS GATHERED FROM LOCAL 990'S OF ORGANIZATIONS OF SIMILAR SIZE OPERATING BUDGETS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S WEBSITE AND NEWSLETTERS INCLUDE A STATEMENT INDICATING THAT ITS GOVERNING DOCUMENTS, INCLUDING CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 28,104. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| PINES OF SARASOTA HEALTHCARE LLC | |||||||||
| 1501 N ORANGE AVE | SARASOTA | FL | 34236 | 590700567 | OPERATE AND MAINTAIN SKILLED NURSING AND ASSISTED LIVING FACILITY | FL | 501(C)(3) | LINE 7 | 0 |
| PINES OF SARASOTA HOLDING CORPORATION | |||||||||
| 1501 N ORANGE AVE | SARASOTA | FL | 34236 | 475260713 | OPERATE AND MAINTAIN SKILLED NURSING AND ASSISTED LIVING FACILITY | FL | 501(C)(3) | LINE 11B, II | 0 |
| PINES OF SARASOTA MANAGEMENT CORPORATION | |||||||||
| 1501 N ORANGE AVE | SARASOTA | FL | 34236 | 475261041 | OPERATE AND MAINTAIN SKILLED NURSING AND ASSISTED LIVING FACILITY | FL | 501(C)(3) | LINE 11B, II | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments