JAMES AND BRENDA HOYT FOUNDATION: Form 990PF, tax year 2025
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- Organization
- JAMES AND BRENDA HOYT FOUNDATION (EIN 65-0754834)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202601359349104680
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T19:28:28-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381335762 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALKINS HEHL RAFKO CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S MONROE ST | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481612230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650754834 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND BRENDA HOYT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 7342417200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1819 MAIN ST SUITE 610 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON LANSKY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7342417200 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICKLAUS W CALKINS | PreparerPersonNm |
| PTIN | P00186342 | PTIN |
| Phone | 7342417200 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $668,448 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,888 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,888 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $490,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $490,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $200,206 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,513,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,206 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $249 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $249 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $696,926 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $696,926 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,367 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,975 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $757,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $757,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $842,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $757,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$145,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $617,584 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,450 | CashBOYAmt |
| Cash EOY | $167,252 | CashEOYAmt |
| Cash EOYFMV | $167,252 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $192,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $501,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $501,196 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,841,529 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,511,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,061 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,995 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,206,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,185,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $668,448 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,206,741 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,185,513 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,206,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,185,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,206,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,185,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,206,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$145,916 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,124,688 | OtherIncreasesAmt |
| Subtotal | $17,185,513 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,185,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | P | $79,666 | $64,997 | $14,669 | $14,669 |
| NORTHERN TRUST | P | $3,434,239 | $3,248,702 | $185,537 | $185,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,206 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,344 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,344 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,240 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAM D NORTON | IndividualWithBooksNm |
| Phone | 9419544691 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1819 MAIN ST SUITE 610 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES HOYT JAMES HOYT JAMES | ||||||||
| 1410 HILLIVIEW DRIVE | SARASOTA | FL | 34239 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CARRIE L HOYT | ||||||||
| 1410 HILLVIEW DR | SARASOTA | FL | 34239 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SAM D NORTON | ||||||||
| 1819 MAIN ST SUITE 610 | SARASOTA | FL | 34236 | SECREATRY/TREASURER | 0.00 | $0 | $0 | $0 |
| JAMES L HOYT | ||||||||
| 4202 DUNBAR RD | MONROE | MI | 48161 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,832,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $574,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,406,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,406,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,101 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,160,615 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $808,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $808,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,584 | TotalTaxAmt |
| Distributable Before Adj | $799,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $799,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $799,447 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $757,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $757,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $799,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,149 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $57,015 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $61,164 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $757,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $757,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $41,947 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $41,947 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,217 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $19,217 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK | ||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | NC | HUMAN SERVICES | $100,000 |
| BRAVE HEARTS ESTATE | ||||||
| 22645 PONTIAC TRAIL | SOUTH LYON | MI | 48178 | NC | HUMAN SERVICES | $15,000 |
| BRENNAS RIDE | ||||||
| P O BOX 66 | ALANSON | MI | 49706 | NC | HUMAN SERVICES | $2,500 |
| BRIAN BILL FOUNDATION | ||||||
| P O BOX 76208 | ST PETERSBURG | FL | 33734 | NC | HUMAN SERVICES | $25,000 |
| DOGS INC | ||||||
| 4210 77TH ST E | PALMETTO | FL | 34221 | NC | HUMAN SERVICES | $30,000 |
| EVERYONE FOR VETERANS | ||||||
| P O BOX 1081 | ISSAQUAH | WA | 98027 | NC | HUMAN SERVICES | $25,000 |
| FISHER HOUSE | ||||||
| 12300 TWINBROOK PKWY | ROCKVILLE | MD | 20852 | NC | HUMAN SERVICES | $50,000 |
| GARY SINISE FOUNDATION | ||||||
| P O BOX 1858 | MERRIFIELD | VA | 22116 | NC | HUMAN SERVICES | $50,000 |
| HABITAT FOR HUMANITY SARASOTA | ||||||
| 1757 N EAST AVE | SARASOTA | FL | 34234 | NC | HUMAN SERVICES | $50,000 |
| HOMES FOR OUR TROOPS INC | ||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | NC | HUMAN SERVICES | $100,000 |
| K9S FOR WARRIORS | ||||||
| 114 CAMP K9 RD | PONTE VEDRAW | FL | 32081 | NC | HUMAN SERVICES | $30,000 |
| MEALS ON WHEELS OF SARASOTA | ||||||
| 421 N LIME AVE | SARASOTA | FL | 34237 | NC | HUMAN SERVICES | $100,000 |
| OPERATION HOMEFRONT | ||||||
| 17319 SAN PEDRO AVE SUITE | SAN ANTONIO | TX | 78232 | NC | HUMAN SERVICES | $25,000 |
| OPERATION PATRIOT SUPPORT | ||||||
| 1819 MAIN ST | SARASOTA | FL | 34236 | NC | HUMAN SERVICES | $50,000 |
| OPERATION SECOND CHANCE | ||||||
| 20251 CENTURY BLVD | GERMANTOWN | MD | 20874 | NC | HUMAN SERVICES | $20,000 |
| OPERATION WARRIOR RESOLUTION INC | ||||||
| 242 S WASHINGTON BLVD | SARASOTA | FL | 34236 | NC | HUMAN SERVICES | $30,000 |
| PUPPIES BEHIND BARS | ||||||
| 263 W 38TH ST 4E | NEW YORK | NY | 10018 | NC | HUMAN SERVICES | $25,000 |
| VALOR SERVICE DOGS | ||||||
| 15006 MCGRADY RD | WILMAUMA | FL | 33598 | NC | HUMAN SERVICES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $757,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,888 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $490,583 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $249 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $200,206 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $696,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $696,926 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY SECURITIES | $11,990,863 | $0 |
| FIXED INCOME SECURITIES | $3,163,748 | $0 |
| REAL ESTATE FUNDS | $1,011,830 | $0 |
| COMMODITIES | $344,629 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $2,061 | BOYBookValueAmt |
| EOY Book Value | $5,995 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CT CORPORATION | $586 | $586 | $0 |
| INVESTMENT EXPENSES | $65,389 | $65,389 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ST | Desc |
| Revenue And Expenses Per Books | $249 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $249 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,124,688 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX W/H ON DIVIDENDS | $13,367 | $13,367 | $0 |
| TAXES 2024 | $6,000 | $0 | $0 |
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