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THE ROGER E AND LINDA A TETRAULT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE ROGER E AND LINDA A TETRAULT FOUNDATION (EIN 20-6713005)
- Tax period
- 2011-11-01 to 2012-10-31
- Filed
- 2013-03-07
- IRS object ID
- 201300669349100605
- Schema version
- 2011v1.5
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-07T13:54:45-06:00 | Timestamp |
| Tax Period End Date | 2012-10-31 | 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 | 2011-11-01 | 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 | 2013-03-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANKEY E WEBB III | Name |
| Phone | 9416378884 | Phone |
| Date Prepared | 2013-03-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4038632 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 373330 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 25 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 25 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 30202 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 30202 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 38570 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 449394 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 28763 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1392 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 443519 | TotalRevenueAndExpenses |
| Total Net Investment Income | 58990 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 177100 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 360 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 176740 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2325 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2325 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2063 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 82 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 857 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 1366 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 1366 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3307 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3307 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1738 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1738 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 190224 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2767 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 186333 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 191224 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2767 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 187333 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 252295 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 56223 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 24668 | CashBOY |
| Cash EOY | 38105 | CashEOY |
| Cash EOYFMV | 38105 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 325709 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 216274 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 216274 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 176 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 176 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 1523744 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1612186 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1483417 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 2300660 | LandBuildingAndEquipmentBasis |
| Land Building And Equipment BOY | 1923438 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2300660 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2300660 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 117638 | OtherAssetsBOY |
| Total Assets BOY | 3915197 | TotalAssetsBOY |
| Total Assets EOY | 4167401 | TotalAssetsEOY |
| Total Assets EOYFMV | 4038632 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 91 | AccountsPayableBOY |
| Total Liabilities BOY | 91 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3915106 | UnrestrictedBOY |
| Unrestricted EOY | 4167401 | UnrestrictedEOY |
| Total Net Assets BOY | 3915106 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4167401 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3915197 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4167401 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3915106 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 252295 | ExcessOfRevenueOverExpenses |
| Subtotal | 4167401 | Subtotal |
| Total Net Assets Fund Balances EOY | 4167401 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 28763 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 138546 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1934591 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.071615 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 89548 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1678004 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053366 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 128715 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1060331 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.121391 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 92331 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 854393 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.108066 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1599165 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 924718 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.729354 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.083792 | TotalDistributionRatio |
| Average Distribution Ratio | 0.416758 | AverageDistributionRatio |
| Net Noncharitable Assets | 1702386 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 709483 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 562 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 710045 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 269518 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1124 | InvestmentIncomeExciseTax |
| Subtotal | 1124 | Subtotal |
| Tax Based On Investment Income | 1124 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1300 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1300 | TotalCreditsAndPayments |
| Overpayment | 176 | Overpayment |
| Amount Credited To Next Year | 176 | 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 |
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 | INJUNCTION COSTS | Description1 |
| Expenses1 | 176740 | Expenses1 |
| Description2 | ACCOUNTING FEES | Description2 |
| Expenses2 | 4650 | Expenses2 |
| Description3 | TRAVEL EXPENSES FOR MEETINGS OF ADVISORY BOARD | Description3 |
| Expenses3 | 3307 | Expenses3 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DEVELOPMENT COSTS FOR BOTANICAL AND SCULPTURE GARDENS. | Description1 |
| Amount1 | 82185 | Amount1 |
| Total | 82185 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1453453 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 274858 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1728311 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1728311 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25925 | CashDeemedCharitable |
| Net Noncharitable Assets | 1702386 | NetNoncharitableAssets |
| Minimum Investment Return | 85119 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 85119 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1124 | TaxBasedOnInvestmentIncome |
| Total Tax | 1124 | TotalTax |
| Distributable Amount Before Adj | 83995 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 83995 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 83995 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 187333 | ExpensesAndContributions |
| Program Related Investments Total | 82185 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 269518 | QualifyingDistributions |
| Adj Qualifying Distributions | 269518 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 83995 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1520058 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 51678 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 76837 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6806 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 43107 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1698486 | TotalExcessDistriCarryover |
| Qualifying Distributions | 269518 | QualifyingDistributions |
| Applied To Current Year | 83995 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 185523 | RemainingDistriFromCorpus |
| Total Corpus | 1884009 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1520058 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 363951 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 51678 | ExcessFromYear4 |
| Excess From Year3 | 76837 | ExcessFromYear3 |
| Excess From Year2 | 6806 | ExcessFromYear2 |
| Excess From Year1 | 43107 | ExcessFromYear1 |
| Excess From Current Year | 185523 | 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 | AMERICAN HEART ASSOCIATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7272 GREENVILLE AVENUE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | CONTINUED SUPPORT OF PROGRAMS | PurposeOfGrantOrContribution |
| Amount | $1,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1000 | 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 | $25 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $30,202 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $38,570 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Related Or Exempt Function Income | 1392 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,797 | ExclusionAmount |
| Related Or Exempt Function Income | 1392 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 70189 | 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 | 328330 | X | |
| 2 | ROGER LINDA TETRAULT | 5950 RIVERSIDE DRIVE | PUNTA GORDA | FL | 33982 | 45000 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 4,500 SHARES OF HOME DEPOT | 221130 | 2012-03-16 |
| 1 | 10,000 SHARES OF FORD MOTOR | 107200 | 2011-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $4,650 | Amount |
| Net Investment Income | 2325 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2325 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROGER E TETRAULT | PersonName |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (17 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 9,799.118SHS PRECIOUS METALS | 2010-01 | PURCHASE | 2012-03 | 200000 | 189694 | 10306 |
| 4,500SHS HOME DEPOT | 2012-03 | PURCHASE | 2012-03 | 220631 | 221130 | -499 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (12 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD PRECIOUS METALS | 45779 | 43108 |
| VANGUARD PACIFIC STOCK INDEX | 128043 | 118853 |
| VANGUARD INTERNATIONAL GROWTH | 438522 | 393450 |
| VANGUARD ENERGY FUND ADMIRAL | 249856 | 221873 |
| VANGUARD FINANCIAL INDEX | 159089 | 124568 |
| MATTHEWS INTERNATIONAL PACIFIC TIGER | 20547 | 25282 |
| MATTHEWS INTERNATIONAL ASIAN GROWTH | 22524 | 25310 |
| FORD MOTOR COMPANY | 245209 | 217620 |
| VANGUARD EMERGING ADM | 67926 | 60495 |
| VANGUARD REIT ADM | 112316 | 129554 |
| BANK OF AMERICA | 7294 | 6524 |
| SPDR GOLD | 115081 | 116780 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (10 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 | 404581 | 404581 | 404581 |
| GARDEN DEVELOPMENT II | 98839 | 98839 | 98839 |
| SCULPTURE | 161029 | 161029 | 161029 |
| RIVERSIDE DRIVE - VACANT LOT | 875 | 875 | 875 |
| GARDEN PLANTS | 14603 | 14603 | 14603 |
| CONSTRUCTION - PHASE I | 34940 | 34940 | 34940 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| INJUNCTION EXPENSES | $176,740 |
| LEGAL FEES | $360 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INJUNCTION | Description |
| BOY Book Value | 117638 | BOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| DUES & SUBSCRIPTIONS | 321 | 321 |
| ADMIN & OFFICE | 428 | 428 |
| INSURANCE | 935 | 935 |
| WEBSITE | 54 | 54 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 1392 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| REAL ESTATE TAXES | $857 | 857 | |
| FOREIGN TAXES | $82 | 82 | |
| EXCISE TAX | $1,124 |