THE ROGER E AND LINDA A TETRAULT FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE ROGER E AND LINDA A TETRAULT FOUNDATION (EIN 20-6713005)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-02-27
- IRS object ID
- 201420589349100502
- Schema version
- 2012v2.3
- 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
- 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) |
|---|---|---|
| Timestamp | 2014-02-27T11:21:34-06:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBB LORAH & COMPANY PL CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206713005 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | ROGE | NameControl |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER E TETRAULT | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2014-02-26 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANKEY E WEBB III | Name |
| Phone | 9416378884 | Phone |
| Date Prepared | 2014-02-27 | DatePrepared |
| 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 | 4508112 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 236132 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 39 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 39 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 31729 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 31729 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 20296 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 553597 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20296 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 296 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 288492 | TotalRevenueAndExpenses |
| Total Net Investment Income | 52064 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 2384 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1102 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1282 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2200 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2200 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2178 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 842 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 857 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 417 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 417 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3267 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3267 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 13230 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 13230 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 25876 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4144 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 21253 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 26126 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4144 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 21503 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 262366 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 47920 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 38105 | CashBOY |
| Cash EOY | 14162 | CashEOY |
| Cash EOYFMV | 14162 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 216274 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 573928 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 573928 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 176 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 671 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 671 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 1612186 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1244549 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1322739 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 2596612 | LandBuildingAndEquipmentBasis |
| Land Building And Equipment BOY | 2300660 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2596612 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2596612 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 4167401 | TotalAssetsBOY |
| Total Assets EOY | 4429922 | TotalAssetsEOY |
| Total Assets EOYFMV | 4508112 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 155 | AccountsPayableEOY |
| Total Liabilities EOY | 155 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 4167401 | UnrestrictedBOY |
| Unrestricted EOY | 4429767 | UnrestrictedEOY |
| Total Net Assets BOY | 4167401 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4429767 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4167401 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4429922 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4167401 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 262366 | ExcessOfRevenueOverExpenses |
| Subtotal | 4429767 | Subtotal |
| Total Net Assets Fund Balances EOY | 4429767 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1900.431SHS PACIFIC STOCK | P | 2011-10-01 | 2013-07-29 | 133923 | 128043 | 5880 | 5880 |
| 53.681SHS PACIFIC STOCK | P | 2012-10-01 | 2013-07-29 | 3803 | 3564 | 239 | 239 |
| 1951.218SHS ENERGY | P | 2011-10-01 | 2013-10-30 | 250295 | 249856 | 439 | 439 |
| 49.476SHS ENEGY | P | 2012-10-01 | 2013-10-31 | 6346 | 5443 | 903 | 903 |
| 3000SHS FORD | P | 2010-06-14 | 2012-11-19 | 32009 | 34080 | -2071 | -2071 |
| 1369.664SHS REIT | P | 2011-10-01 | 2012-11-19 | 122804 | 108012 | 14792 | 14792 |
| 49.015HS REIT | P | 2012-10-01 | 2012-11-19 | 4395 | 4303 | 92 | 92 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20296 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1234 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 269518 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1702386 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.158318 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 138546 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1934591 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.071615 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 89548 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1678004 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053366 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 128715 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1060331 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.121391 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 92331 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 854393 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.108066 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.512756 | TotalDistributionRatio |
| Average Distribution Ratio | 0.102551 | AverageDistributionRatio |
| Net Noncharitable Assets | 1715462 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 175922 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 479 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 176401 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 318436 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 479 | InvestmentIncomeExciseTax |
| Subtotal | 479 | Subtotal |
| Tax Based On Investment Income | 479 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1150 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1150 | TotalCreditsAndPayments |
| Overpayment | 671 | Overpayment |
| Amount Credited To Next Year | 671 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | PEACERIVERGARDENS.ORG | WebsiteAddress |
| Books In Care Of Person Name | ROGER TETRAULT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9416378884 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROGER E TETRAULT | PersonName |
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 | Title |
| Avg Hours Per Wk Devoted To Position | 25.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INSURANCE | Description1 |
| Expenses1 | 4715 | Expenses1 |
| Description2 | ACCOUNTING FEES | Description2 |
| Expenses2 | 4400 | Expenses2 |
| Description3 | TRAVEL EXPENSES FOR MEETINGS OF ADVISORY BOARD | Description3 |
| Expenses3 | 3267 | Expenses3 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DEVELOPMENT COSTS FOR BOTANICAL AND SCULPTURE GARDENS. | Description1 |
| Amount1 | 296933 | Amount1 |
| Total | 296933 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1428153 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 313433 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1741586 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1741586 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 26124 | CashDeemedCharitable |
| Net Noncharitable Assets | 1715462 | NetNoncharitableAssets |
| Minimum Investment Return | 85773 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 85773 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 479 | TaxBasedOnInvestmentIncome |
| Total Tax | 479 | TotalTax |
| Distributable Amount Before Adj | 85294 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 85294 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 85294 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 21503 | ExpensesAndContributions |
| Program Related Investments Total | 296933 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 318436 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 479 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 317957 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 85294 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 51678 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 76837 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6806 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 43107 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 185523 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 363951 | TotalExcessDistriCarryover |
| Qualifying Distributions | 318436 | QualifyingDistributions |
| Applied To Current Year | 85294 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 233142 | RemainingDistriFromCorpus |
| Total Corpus | 597093 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 51678 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 545415 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 76837 | ExcessFromYear4 |
| Excess From Year3 | 6806 | ExcessFromYear3 |
| Excess From Year2 | 43107 | ExcessFromYear2 |
| Excess From Year1 | 185523 | ExcessFromYear1 |
| Excess From Current Year | 233142 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER LINDA TETRAULT | ContributingManager |
| 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 | PUNTA GORDA HISTORICAL SOCIETY | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 SULLIVAN STREET | AddressLine1 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 33950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | CONTINUED SUPPORT OF PROGRAMS | PurposeOfGrantOrContribution |
| Amount | $250 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $39 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $31,729 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $20,296 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Related Or Exempt Function Income | 296 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,064 | ExclusionAmount |
| Related Or Exempt Function Income | 296 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 52360 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | ROGER LINDA TETRAULT | 5950 RIVERSIDE DRIVE | PUNTA GORDA | FL | 33982 | 141776 | X | |
| 2 | ROGER LINDA TETRAULT | 5950 RIVERSIDE DRIVE | PUNTA GORDA | FL | 33982 | 94356 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 1333 SHARES OF DUKE ENERGY | 94856 | 2013-07-31 |
| 1 | 2000 SHARES OF ISHARES SILVER | 46920 | 2013-08-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $4,400 | Amount |
| Net Investment Income | 2200 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2200 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROGER E TETRAULT | PersonName |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (24 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|
| 5751 BEECHWOOD | 2007-07-05 | 279451 |
| 5800 RIVERSIDE DRIVE | 2007-01-04 | 973777 |
| 5827 RIVERSIDE DRIVE | 2006-12-19 | 330065 |
| STUBB PROPERTY | 2007-06-13 | 2500 |
| GARDEN DEVELOPMENT | 2007-07-03 | 129143 |
| GARDEN PROPERTY ADDITIONS | 2010-10-31 | 34007 |
| GARDEN DEVELOPMENT II | 2010-10-31 | 33864 |
| SCULPTURE | 2010-10-31 | 12100 |
| VACANT LOT - RIVERSIDE | 2012-02-18 | 875 |
| GARDEN DEVELOPMENT IMPROVEMENTS | 2011-10-31 | 75667 |
| GARDEN DEVELOPMENT IMPROVEMENTS | 2012-10-31 | 165764 |
| GARDEN DEVELOPMENT 2 IMPROVEMENTS | 2011-10-31 | 46585 |
| GARDEN DEVELOPMENT 2 IMPROVEMENTS | 2012-10-31 | 18391 |
| SCULPURE IMPROVEMENTS | 2011-12-31 | 5886 |
| SCULPURE IMPROVEMENTS | 2012-10-31 | 143043 |
| GARDEN PLANTS | 2012-10-31 | 14603 |
| PHASE 1 | 2012-10-31 | 34940 |
| PHASE I IMPROVEMENTS | 2013-10-31 | 102495 |
| PHASE II | 2013-10-31 | 20700 |
| GARDEN DEVELOPMENT IMPROVEMENTS | 2013-10-31 | 4865 |
| GARDEN DEVELOPMENT IMPROVEMENTS | 2013-10-31 | 50711 |
| SCULPTURE ADDITIONS | 2013-10-31 | 59580 |
| SCULPTURE PURCHASES | 2013-10-31 | 58465 |
| GARDEN COMMUNITY | 2013-10-31 | 118 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (14 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD PRECIOUS METALS | 46778 | 27466 |
| VANGUARD PACIFIC STOCK INDEX | ||
| VANGUARD INTERNATIONAL GROWTH | 446416 | 494582 |
| VANGUARD ENERGY FUND ADMIRAL | ||
| VANGUARD FINANCIAL INDEX | 162164 | 161903 |
| MATTHEWS INTERNATIONAL PACIFIC TIGER | 20737 | 27829 |
| MATTHEWS INTERNATIONAL ASIAN GROWTH | 23250 | 28158 |
| FORD MOTOR COMPANY | 211135 | 282315 |
| VANGUARD EMERGING ADM | 69918 | 63483 |
| VANGUARD REIT ADM | ||
| BANK OF AMERICA | 7294 | 9779 |
| SPDR GOLD | 115081 | 89418 |
| DUKE ENERGY | 94856 | 95616 |
| ISHARES SILVER | 46920 | 42190 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (13 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 5751 BEECHWOOD | 279451 | 279451 | 279451 |
| 5800 RIVERSIDE DRIVE | 973777 | 973777 | 973777 |
| 5827 RIVERSIDE DRIVE | 330065 | 330065 | 330065 |
| STUB PROPERTY | 2500 | 2500 | 2500 |
| GARDEN DEVELOPMENT | 408465 | 408465 | 408465 |
| GARDEN DEVELOPMENT II | 149550 | 149550 | 149550 |
| SCULPTURE | 220609 | 220609 | 220609 |
| RIVERSIDE DRIVE - VACANT LOT | 875 | 875 | 875 |
| GARDEN PLANTS | 14603 | 14603 | 14603 |
| CONSTRUCTION - PHASE I | 137435 | 137435 | 137435 |
| CONSTRUCTION - PHASE II | 20700 | 20700 | 20700 |
| SCULPTURE PURCHASE | 58465 | 58465 | 58465 |
| GARDEN COMMUNITY | 117 | 117 | 117 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| INJUNCTION EXPENSES | $1,282 | 1282 | |
| LEGAL FEES | $1,102 | 1102 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| DUES & SUBSCRIPTIONS | 667 | 667 |
| ADMIN & OFFICE | 185 | 185 |
| INSURANCE | 4716 | 4716 |
| WEBSITE | 54 | 54 |
| MISCELLANEOUS CONTRACTOR EXPE | 7608 | 7608 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 296 | RevenueAndExpensesPerBooks |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROGER LINDA TETRAULT | PersonName |
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 Taxes (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| REAL ESTATE TAXES | $857 | 857 | |
| FOREIGN TAXES | $842 | 842 | |
| EXCISE TAX | $479 |
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