THE ROGER E AND LINDA A TETRAULT FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE ROGER E AND LINDA A TETRAULT FOUNDATION (EIN 20-6713005)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-02-28
- IRS object ID
- 201520599349100102
- Schema version
- 2013v4.0
- 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
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-28T16:15:02-06:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650161812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBB LORAH & COMPANY PL CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 WEST MARION AVE UNIT 115 | AddressLine1 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 33950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206713005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER & LINDA TETRAULT FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | IRREVOCABLE TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 RIVERSIDE DRIVE | AddressLine1 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 339821551 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER E TETRAULT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2015-02-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANKEY E WEBB III | PreparerPersonNm |
| PTIN | P00941390 | PTIN |
| Phone | 9416378884 | PhoneNum |
| Preparation | 2015-02-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,585,858 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $106,407 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$44,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $741,886 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $342 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $202 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $86,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,493 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,506 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,506 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,242 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,243 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,574 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $220 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,354 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $320 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $165 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $165 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,777 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,777 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,530 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $13,530 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,031 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,162 | CashBOYAmt |
| Cash EOY | $10,837 | CashEOYAmt |
| Cash EOYFMV | $10,837 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $573,928 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $883,657 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $883,657 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $671 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $451 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $451 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,244,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $660,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $759,364 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,931,869 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $320 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,596,612 | LandBOYAmt |
| Land EOY | $2,931,549 | LandEOYAmt |
| Land EOYFMV | $2,931,549 | LandEOYFMVAmt |
| Total Assets BOY | $4,429,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,486,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,585,858 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $155 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $155 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,429,767 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,486,497 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,429,767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,486,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,429,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,486,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,429,767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,730 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,486,497 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,486,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $342 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $317,957 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,715,462 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.185348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $269,518 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,702,386 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.158318 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $138,546 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,934,591 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,548 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,678,004 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053366 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $128,715 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,060,331 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.121391 | DistributionYr5Rt |
| Total Distribution | 0.590038 | TotalDistributionRt |
| Average Distribution | 0.118008 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,834,565 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $216,493 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $220 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $216,713 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $360,392 | 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 | $220 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $220 | SubtotalAmt |
| Tax Based On Investment Income | $220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $671 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $671 | TotalPaymentsAndCreditsAmt |
| Overpayment | $451 | OverpaymentAmt |
| Applied To ES Tax | $451 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PEACERIVERGARDENS.ORG | WebsiteAddressTxt |
| Individual With Books | ROGER TETRAULT | IndividualWithBooksNm |
| Phone | 9416378884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 RIVERSIDE DRIVE | AddressLine1 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 33982 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER E TETRAULT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 RIVERSIDE DRIVE | AddressLine1 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 33982 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ACCOUNTING FEES | Description1Txt |
| Expenses1 | $4,485 | Expenses1Amt |
| Description2 | TRAVEL EXPENSES FOR MEETINGS OF ADVISORY BOARD | Description2Txt |
| Expenses2 | $3,777 | Expenses2Amt |
| Description3 | LEGAL FEES INCURRED | Description3Txt |
| Expenses3 | $3,506 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DEVELOPMENT COSTS FOR BOTANICAL AND SCULPTURE GARDENS. | Description1Txt |
| Expenses1 | $333,667 | Expenses1Amt |
| Total | $333,667 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,211,567 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $650,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,862,503 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,862,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,834,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,728 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,728 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $220 | TotalTaxAmt |
| Distributable Before Adj | $91,508 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,508 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,508 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $333,667 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $360,392 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $220 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $360,172 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,508 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $76,837 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,806 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,107 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $185,523 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $233,142 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $545,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $360,392 | QualifyingDistributionsAmt |
| Applied To Current Year | $91,508 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $268,884 | RemainingDistriFromCorpusAmt |
| Total Corpus | $814,299 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $76,837 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $737,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,806 | ExcessFromYear4Amt |
| Excess From Year3 | $43,107 | ExcessFromYear3Amt |
| Excess From Year2 | $185,523 | ExcessFromYear2Amt |
| Excess From Year1 | $233,142 | ExcessFromYear1Amt |
| Excess From Current Year | $268,884 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER LINDA TETRAULT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEEP CREEK COMMUNITY CHURCH | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 COOPER STREET | AddressLine1 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 33950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CONTINUED SUPPORT OF PROGRAMS | GrantOrContributionPurposeTxt |
| Amt | $150 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,089 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $342 | ExclusionAmt |
| Related Or Exempt Function Incm | -$44,865 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $202 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,493 | ExclusionAmt |
| Related Or Exempt Function Incm | -$44,663 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$20,170 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ROGER LINDA TETRAULT | |||||||
| 1 | 5950 RIVERSIDE DRIVE | PUNTA GORDA | FL | 33982 | $74,240 | Yes (X) | |
| ROGER LINDA TETRAULT | |||||||
| 2 | 5950 RIVERSIDE DRIVE | PUNTA GORDA | FL | 33982 | $32,167 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2000SHS SPECTRA ENERGY | NoncashPropertyDesc |
| Fair Market Value | $74,240 | FairMarketValueAmt |
| Received | 2014-02-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,485 | Amt |
| Net Investment Income | $2,242 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,243 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER E TETRAULT | PersonNm |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (38 entries)
| AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | PropertyPropertyDesc | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| 2007-07-05 | $279,451 | ||||
| 2007-01-04 | $973,777 | 5800 RIVERSIDE DRIVE | |||
| 2006-12-19 | $330,065 | 5827 RIVERSIDE DRIVE | |||
| 2007-06-13 | $2,500 | STUBB PROPERTY | |||
| 2007-07-03 | $129,143 | GARDEN DEVELOPMENT | |||
| 2010-10-31 | $34,007 | GARDEN PROPERTY ADDITIONS | |||
| 2010-10-31 | $33,864 | GARDEN DEVELOPMENT II | |||
| 2010-10-31 | $12,100 | SCULPTURE | |||
| 2012-02-18 | $875 | VACANT LOT - RIVERSIDE | |||
| 2011-10-31 | $75,667 | GARDEN DEVELOPMENT IMPROVEMENTS | |||
| 2012-10-31 | $165,764 | GARDEN DEVELOPMENT IMPROVEMENTS | |||
| 2011-10-31 | $46,585 | GARDEN DEVELOPMENT 2 IMPROVEMENTS | |||
| 2012-10-31 | $18,391 | GARDEN DEVELOPMENT 2 IMPROVEMENTS | |||
| 2011-12-31 | $5,886 | SCULPURE IMPROVEMENTS | |||
| 2012-10-31 | $143,043 | SCULPURE IMPROVEMENTS | |||
| 2012-10-31 | $14,603 | GARDEN PLANTS | |||
| 2012-10-31 | $34,940 | PHASE 1 | |||
| 2013-10-31 | $102,495 | PHASE I IMPROVEMENTS | |||
| 2013-10-31 | $20,700 | PHASE II | |||
| 2013-10-31 | $4,865 | GARDEN DEVELOPMENT IMPROVEMENTS | |||
| 2013-10-31 | $50,711 | GARDEN DEVELOPMENT IMPROVEMENTS | |||
| 2013-10-31 | $59,580 | SCULPTURE ADDITIONS | |||
| 2013-10-31 | $58,465 | SCULPTURE PURCHASES | |||
| 2013-10-31 | $118 | GARDEN COMMUNITY | |||
| 2014-09-14 | $610 | DRAWING FILE | 200DB | 5.0000 | $320 |
| 2014-10-31 | $4,875 | GARDEN COMMUNITY IMPROVEMENTS | |||
| 2014-10-31 | $21,676 | GARDEN DEVELOPMENT IMPROVEMENTS | |||
| 2014-10-31 | $27,055 | GARDEN DEVELOPMENT II IMPROVEMENTS | |||
| 2014-10-31 | $31,709 | PHASE I IMPROVEMENTS | |||
| 2014-10-31 | $135,924 | PHASE II IMPROVEMENTS | |||
| 2014-10-31 | $2,497 | SCULPTURE ADDITIONS | |||
| 2014-10-31 | $7,822 | SCULPUTRE PURCHASE ADDITIONS | |||
| 2013-11-30 | $1,851 | SCULPTURE CONTAINER | |||
| 2014-10-31 | $64,396 | SCULPTURE - KEEL | |||
| 2014-10-31 | $14,230 | SCULPTURE - THINKER | |||
| 2014-10-31 | $5,699 | ARTWORK | |||
| 2014-10-31 | $5,000 | GARDEN POND | |||
| 2014-10-31 | $10,933 | TREE TRELLIS |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 2550.211SHS VANGUARD PREC METALS | 2012-10 | PURCHASE | 2014-09 | $26,497 | $46,779 | -$20,282 |
| 3258.178SHS VANGUARD INTL GROWTH | 2012-01 | PURCHASE | 2014-07 | $250,000 | $254,175 | -$4,175 |
| 7749.443SHS VANGUARD FINAN INDEX | 2012-10 | PURCHASE | 2014-09 | $185,134 | $164,637 | $20,497 |
| 4000SH FORD MOTOR | 2010-11 | PURCHASE | 2014-07 | $68,993 | $63,960 | $5,033 |
| 1333SHS DUKE ENERGY | 2013-07 | PURCHASE | 2014-02 | $95,037 | $94,856 | $181 |
| 2000SHS ISHARES SILVER | 2013-08 | PURCHASE | 2014-09 | $34,199 | $46,920 | -$12,721 |
| 700SHS SPDR GOLD TRUST | 2012-03 | PURCHASE | 2014-09 | $81,684 | $115,082 | -$33,398 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD PRECIOUS METALS | ||
| VANGUARD INTERNATIONAL GROWTH | $200,196 | $264,834 |
| VANGUARD FINANCIAL INDEX | ||
| MATTHEWS INTERNATIONAL PACIFIC TIGER | $21,079 | $31,385 |
| MATTHEWS INTERNATIONAL ASIAN GROWTH | $23,948 | $28,822 |
| FORD MOTOR COMPANY | $147,175 | $176,125 |
| VANGUARD EMERGING ADM | $71,719 | $66,021 |
| BANK OF AMERICA | $7,294 | $12,012 |
| SPDR GOLD | ||
| DUKE ENERGY | ||
| ISHARES SILVER | $39,000 | $31,000 |
| VANGUARD EUROPEAN STOCK | $75,352 | $70,905 |
| SPECTRA ENERGY | $74,240 | $78,260 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| DRAWING FILE | $610 | $320 | $290 | $290 |
| 5751 BEECHWOOD | $279,451 | $279,451 | $279,451 | |
| 5800 RIVERSIDE DRIVE | $973,777 | $973,777 | $973,777 | |
| 5827 RIVERSIDE DRIVE | $330,065 | $330,065 | $330,065 | |
| ARTWORK | $5,699 | $5,699 | $5,699 | |
| STUB PROPERTY | $2,500 | $2,500 | $2,500 | |
| GARDEN DEVELOPMENT | $431,122 | $431,122 | $431,122 | |
| GARDEN DEVELOPMENT II | $176,604 | $176,604 | $176,604 | |
| SCULPTURE | $223,105 | $223,105 | $223,105 | |
| RIVERSIDE DRIVE - VACANT LOT | $875 | $875 | $875 | |
| GARDEN PLANTS | $14,603 | $14,603 | $14,603 | |
| CONSTRUCTION - PHASE I | $169,144 | $169,144 | $169,144 | |
| CONSTRUCTION - PHASE II | $156,624 | $156,624 | $156,624 | |
| SCULPTURE PURCHASE | $66,287 | $66,287 | $66,287 | |
| GARDEN COMMUNITY | $4,993 | $4,993 | $4,993 | |
| GARDEN POND | $5,000 | $5,000 | $5,000 | |
| SCULPTURE KEEL | $64,396 | $64,396 | $64,396 | |
| SCULPTURE - THINKER | $14,230 | $14,230 | $14,230 | |
| SCULPTURE - CONTAINER | $1,851 | $1,851 | $1,851 | |
| TREE TRELLIS | $10,933 | $10,933 | $10,933 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,506 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,506 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| DUES & SUBSCRIPTIONS | $677 | $677 |
| ADMIN & OFFICE | $1,525 | $1,525 |
| INSURANCE | $2,516 | $2,516 |
| WEBSITE | $54 | $54 |
| MISC CONTRACTOR EXPENSES | $6,975 | $6,975 |
| REPAIRS & MAINTENANCE | $1,783 | $1,783 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $202 | RevenueAndExpensesPerBooksAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER LINDA TETRAULT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 RIVERSIDE DRIVE | AddressLine1 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 33982 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $857 | $857 | |
| EXCISE TAX | $220 | $220 | |
| ANNUAL LEASE FEE | $2,497 | $2,497 |
Comments