BOYS AND GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BOYS AND GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES FOUNDATION INC (EIN 65-0136035)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201412279349100041
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T13:11:52-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592213319 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUPLEE & SHEA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH OSPREY AVENUE | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 342367834 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650136035 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYS & GIRLS CLUB OF SARASOTA COUNTY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOYS | NameControl |
| Phone | 9413663911 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 4068 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BILL SADLO | Name |
| Title | CEO | Title |
| Phone | 9413663911 | Phone |
| Date Signed | 2014-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS R CRAMER | Name |
| PTIN | P00456445 | PTIN |
| Phone | 9413663600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2279521 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 399847 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 40895 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 40895 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 64088 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 64088 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 504830 | TotalRevenueAndExpenses |
| Total Net Investment Income | 104983 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 52404 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 52404 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 5576 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 5576 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3570 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3570 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3779 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3779 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 791 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 791 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 2409 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2409 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 883 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 883 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20083 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7673 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 12410 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 89495 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7673 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 81822 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 131500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 131500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 220995 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7673 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 213322 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 283835 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 97310 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 364 | CashBOY |
| Cash EOY | 88778 | CashEOY |
| Cash EOYFMV | 88778 | CashEOYFMV |
| Pledges Receivable | 80000 | PledgesReceivable |
| Pledges Receivable EOY | 80000 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 80000 | PledgesReceivableEOYFMV |
| Prepaid Expenses EOY | 51125 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 51125 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 2089002 | InvestmentsOtherBOY |
| Investments Other EOY | 2059618 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2059618 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 58835 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 2148201 | TotalAssetsBOY |
| Total Assets EOY | 2279521 | TotalAssetsEOY |
| Total Assets EOYFMV | 2279521 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 449753 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 235101 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 449753 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 235101 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1698448 | UnrestrictedBOY |
| Unrestricted EOY | 2044420 | UnrestrictedEOY |
| Total Net Assets BOY | 1698448 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2044420 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2148201 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2279521 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1698448 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 283835 | ExcessOfRevenueOverExpenses |
| Other Increases | 62137 | OtherIncreases |
| Subtotal | 2044420 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2044420 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 101502 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2094630 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048458 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 131050 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2082212 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062938 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 158627 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1915875 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.082796 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 185892 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1906031 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.097528 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 231001 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2087837 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.110641 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.402361 | TotalDistributionRatio |
| Average Distribution Ratio | 0.080472 | AverageDistributionRatio |
| Net Noncharitable Assets | 1872476 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 150682 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 973 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 151655 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 213322 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 973 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 973 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 973 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 23 | PenaltyForUnderpayment |
| Tax Due | 996 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.BOYSANDGIRLSCLUBS.COM | WebsiteAddress |
| Books In Care Of Person Name | BARBARA YONG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9413663911 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4068 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (15 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DON STUART | ||||||||
| 4859 SWEETMEADOW CIRCLE | SARASOTA | FL | 34238 | CHAIRMAN | 1.00 | 0 | 0 | 0 |
| BRIAN SKARBEK | ||||||||
| 6211 90TH AVE CIRCLE E | PARRISH | FL | 34219 | CHAIR - ELECT | 1.00 | 0 | 0 | 0 |
| JON LEE | ||||||||
| 1924 S OSPREY SUITE 202 | SARASOTA | FL | 34239 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| BARBARA LANCER | ||||||||
| 210 LITTLE POND LANE | SARASOTA | FL | 34242 | SECRETARY | 1.00 | 0 | 0 | 0 |
| RILL BAXTER | ||||||||
| 1601 CUNLIFF LANE | SARASOTA | FL | 34239 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DAVID BEWLEY | ||||||||
| 2055 WOOD STREET SUITE 204 | SARASOTA | FL | 34237 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JAMES FERGESON | ||||||||
| PO BOX 3018 | SARASOTA | FL | 34230 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JOE FLORES | ||||||||
| 50 CENTRAL AVENUE SUITE 800 | SARASOTA | FL | 34236 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| THOMAS CAILIII | ||||||||
| 2325 ADMIRAL WAY | SARASOTA | FL | 34231 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| RICHARD H MOTT III | ||||||||
| 1515 RINGLING BLVD | SARASOTA | FL | 34236 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JOHN SCHAUB | ||||||||
| 2750 RINGLING BLVD SUITE 3 | SARASOTA | FL | 34237 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| LYNN ROBBINS | ||||||||
| 100 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ROBERT SCHEB | ||||||||
| 2750 RINGLING BLVD SUITE 3 | SARASOTA | FL | 34237 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| BOB STACK | ||||||||
| 1535 HILLVIEW DRIVE | SARASOTA | FL | 34239 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| BILL SADLO | ||||||||
| 3100 FRUITVILLE ROAD | SARASOTA | FL | 34237 | CEO | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1863278 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37713 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1900991 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1900991 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28515 | CashDeemedCharitable |
| Net Noncharitable Assets | 1872476 | NetNoncharitableAssets |
| Minimum Investment Return | 93624 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93624 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 973 | TaxBasedOnInvestmentIncome |
| Total Tax | 973 | TotalTax |
| Distributable Amount Before Adj | 92651 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 92651 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 92651 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 213322 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 213322 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 973 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 212349 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 92651 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 126609 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 91482 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 65018 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 28647 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 178037 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 489793 | TotalExcessDistriCarryover |
| Qualifying Distributions | 213322 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 92651 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 120671 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 610464 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 126609 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 483855 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 91482 | ExcessFromYear4 |
| Excess From Year3 | 65018 | ExcessFromYear3 |
| Excess From Year2 | 28647 | ExcessFromYear2 |
| Excess From Year1 | 178037 | ExcessFromYear1 |
| Excess From Current Year | 120671 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYS AND GIRLS CLUB OF SARASOTA COUNTY INC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4068 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | RELATED CHARITABLE ORGANIZAT | RecipientRelationship |
| Recipient Foundation Status | 501(C)3 | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | ASSIST BOYS AND GIRLS CLUB - SARASOTA IN CARRYING OUT ITS MISSION. | PurposeOfGrantOrContribution |
| Amount | $131,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 131500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,895 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $64,088 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $104,983 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 104983 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | MR AND MRS MICHAEL DOYLE | 432 GOLDEN BEACH BLVD | VENICE | FL | 34285 | 5000 | X |
| 2 | ALGER ZAPF JR CHARTIABLE REMAINDER | 1515 RINGLING BLVD | SARASOTA | FL | 34236 | 224032 | X |
| 3 | COMMUNITY FOUNDATION OF SARASOTA CO | PO BOX 49587 | SARASOTA | FL | 34230 | 80000 | X |
| 4 | RICHARD VINTON MD | 3388 HIGHLANDS BRIDGE ROAD | SARASOTA | FL | 34235 | 5000 | X |
| 5 | PAULINE BECKER | 4700 BAY SHORE ROAD | SARASOTA | FL | 34234 | 50000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $3,570 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3570 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MANAGED PORTFOLIOS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2059618 | BookValue |
| EOYFMV | 2059618 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM BOYS AND GIRLS CLUB, INC. | Description |
| BOY Book Value | 58835 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES AND MEMBERSHIP | 260 | 0 | 260 |
| BANK CHARGES | 51 | 0 | 51 |
| MISCELLANEOUS | 481 | 0 | 481 |
| BANK TRUST FEES | 7673 | 7673 | 0 |
| POSTAGE | 4963 | 0 | 4963 |
| TELEPHONE | 613 | 0 | 613 |
| SUPPLIES EXPENSE | 6042 | 0 | 6042 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REALIZED GAINS FROM AGENCY ENDOWMENT FUNDS | Description |
| Revenue And Expenses Per Books | 64088 | RevenueAndExpensesPerBooks |
| Net Investment Income | 64088 | NetInvestmentIncome |
| Adjusted Net Income | 64088 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN (LOSS) | $382 |
| CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | $61,755 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| DUE TO BOYS AND GIRLS CLUB OF SARASOTA COUNTY | 449753 | 219896 |
| OTHER LIABILITIES | 0 | 15205 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAX | $3,559 | 0 | 3559 |
| OTHER | $220 | 0 | 220 |
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