HARRY SUDAKOFF FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HARRY SUDAKOFF FOUNDATION INC (EIN 65-0439722)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-31
- IRS object ID
- 201311519349100201
- Schema version
- 2012v2.2
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-31T11:00:22-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary A Bucholtz CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2831 Ringling Blvd 119E | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 342375355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650439722 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harry Sudakoff Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARR | NameControl |
| Phone | 9419511687 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2831 Ringling Blvd Room 119E | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 342375355 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gary A Bucholtz | Name |
| Title | President | Title |
| Date Signed | 2013-05-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gary A Bucholtz | Name |
| Phone | 9419511687 | Phone |
| Date Prepared | 2013-05-31 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6025004 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 26 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 26 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 26 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 195345 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 195345 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 195345 | DividendsAdjNetIncm |
| Capital Gain Net Incm Net Invst Incm | 49785 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 195371 | TotalRevenueAndExpenses |
| Total Net Investment Income | 245156 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 195371 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 3750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3750 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 3750 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3750 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 83435 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 83435 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 83435 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 83435 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10902 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 10902 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 10902 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 10902 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 754 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 754 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 754 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 754 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 98841 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 98841 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 98841 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 98841 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 310368 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 310368 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 409209 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 98841 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 98841 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 409209 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -213838 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 146315 | NetInvestmentIncome |
| Adjusted Net Income | 96530 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 18544 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 18434 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 18434 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 5576931 | InvestmentsOtherBOY |
| Investments Other EOY | 5412988 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6006570 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5595475 | TotalAssetsBOY |
| Total Assets EOY | 5431422 | TotalAssetsEOY |
| Total Assets EOYFMV | 6025004 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5595475 | CapitalStockBOY |
| Capital Stock EOY | 5431422 | CapitalStockEOY |
| Total Net Assets BOY | 5595475 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5431422 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5595475 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5431422 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5595475 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -213838 | ExcessOfRevenueOverExpenses |
| Other Increases | 49785 | OtherIncreases |
| Subtotal | 5431422 | Subtotal |
| Total Net Assets Fund Balances EOY | 5431422 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| Via Bank of America | P | 2012-01-01 | 2012-12-31 | 1443199 | 1488924 | -45725 | -45725 |
| Via Bank of America | P | 2011-01-01 | 2012-12-31 | 1460270 | 1364804 | 95466 | 95466 |
| Class action settlements | P | 2011-01-01 | 2012-12-31 | 44 | 44 | 44 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 49785 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -45725 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 418215 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6134366 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.068176 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 377035 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5861798 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.064321 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 369624 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5353882 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.069039 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 466179 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6361104 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.073286 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 486528 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7199361 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.067579 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.342401 | TotalDistributionRatio |
| Average Distribution Ratio | 000.068480 | AverageDistributionRatio |
| Net Noncharitable Assets | 6099353 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 417684 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1463 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 419147 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 409209 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2926 | InvestmentIncomeExciseTax |
| Subtotal | 2926 | Subtotal |
| Tax Based On Investment Income | 2926 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7552 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7552 | TotalCreditsAndPayments |
| Tax Paid Original Return | 7552 | TaxPaidOriginalReturn |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 4625 | Overpayment |
| Amount Credited To Next Year | 4625 | 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 | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | http//foundationcenter.org/grantmaker/sudakoff/index.html | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary A Bucholtz CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9419511687 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2831 Ringling Blvd Suite 119E | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 342375355 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Elizabeth Marshall | ||||||
| 200 S Orange Ave | Sarasota | FL | 34236 | VP/Treas | 000.00 | 0 |
| Gary A Bucholtz | ||||||
| 2831 Ringling Blvd Suite 119E | Sarasota | FL | 34237 | Pres | 000.00 | 0 |
| W T Harrison Jr | ||||||
| 200 S Orange Ave | Sarasota | FL | 34236 | Sec | 000.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6151424 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 40813 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6192237 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 6192237 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 92884 | CashDeemedCharitable |
| Net Noncharitable Assets | 6099353 | NetNoncharitableAssets |
| Minimum Investment Return | 304968 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 304968 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2926 | TaxBasedOnInvestmentIncome |
| Total Tax | 2926 | TotalTax |
| Distributable Amount Before Adj | 302042 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 302042 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 302042 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 409209 | ExpensesAndContributions |
| Qualifying Distributions | 409209 | QualifyingDistributions |
| Adj Qualifying Distributions | 409209 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 302042 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 137122 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 152502 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 105118 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 91521 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 119049 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 605312 | TotalExcessDistriCarryover |
| Qualifying Distributions | 409209 | QualifyingDistributions |
| Applied To Current Year | 302042 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 107167 | RemainingDistriFromCorpus |
| Total Corpus | 712479 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 137122 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 575357 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 152502 | ExcessFromYear4 |
| Excess From Year3 | 105118 | ExcessFromYear3 |
| Excess From Year2 | 91521 | ExcessFromYear2 |
| Excess From Year1 | 119049 | ExcessFromYear1 |
| Excess From Current Year | 107167 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManager |
| Shareholder Manager | None | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Andrew Davis - US Trust | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1605 Main Street Suite 800 | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 342365840 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4072447039 | RecipientPhoneNumber |
| Form And Info And Materials | Proposed Grant Request Form | FormAndInfoAndMaterials |
| Submission Deadlines | August 15th | SubmissionDeadlines |
| Restrictions On Awards | None | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| All Faiths Food Bank Inc | ||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | None | General | $20,800 |
| Child Protection Center Inc | ||||||
| 720 South Orange Avenue | Sarasota | FL | 34236 | None | General | $10,000 |
| Pines of Sarasota Foundation Inc | ||||||
| 1501 North Orange Avenue | Sarasota | FL | 34236 | None | General | $50,970 |
| NCH Healthcare Foundation Inc | ||||||
| P O Box 234 | Naples | FL | 34106 | None | General | $10,000 |
| Neuro Challenge Foundation | ||||||
| 4411 Bee Ridge Suite 246 | Sarasota | FL | 34233 | None | General | $28,296 |
| Sarasota Memorial Healthcare Foundation | ||||||
| 1515 South Osprey Avenue | Sarasota | FL | 34239 | None | General | $85,302 |
| Suncoast Communities Blood Bank | ||||||
| 1760 Mound Street | Sarasota | FL | 34236 | None | General | $55,000 |
| University of South Florida Foundation | ||||||
| 8300 North Tamiami Trail | Sarasota | FL | 34243 | None | General | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 310368 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 26 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 195345 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 195371 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 195371 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | Foundation is a charitable fund - all income is used to fund contributions to charitable 501c3 organizations. |
| 4 | Foundation is a charitable fund - all income is used to fund contributions to charitable 501c3 organizations. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | Category |
| Amount | $3,750 | Amount |
| Net Investment Income | 3750 | NetInvestmentIncome |
| Adjusted Net Income | 3750 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3750 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| Via Bank of America | 2012-01 | P | 2012-12 | 1443199 | 1488924 | -45725 |
| Via Bank of America | 2011-01 | P | 2012-12 | 1460270 | 1364804 | 95466 |
| Class action settlements | 2011-01 | P | 2012-12 | 44 | 44 |
General Explanation Attachment GeneralExplanationAttachment
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 5412988 | BookValue |
| EOYFMV | 6006570 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Insurance | Description |
| Revenue And Expenses Per Books | 754 | RevenueAndExpensesPerBooks |
| Net Investment Income | 754 | NetInvestmentIncome |
| Adjusted Net Income | 754 | AdjustedNetIncome |
| Disbursements Charitable Prps | 754 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital Gains | Description |
| Amount | $49,785 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Administrative expense | $15,891 | 15891 | 15891 | 15891 |
| Investment management fees | $67,544 | 67544 | 67544 | 67544 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Tax on investment income | $7,355 | 7355 | 7355 | 7355 |
| FL Corporate Annual Report | $61 | 61 | 61 | 61 |
| Foreign tax withheld at source | $3,486 | 3486 | 3486 | 3486 |
Comments