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CHARLES AND MARGERY BARANCIK FOUNDATION, INC. - Florida Company Profile

Company Details

Entity Name: CHARLES AND MARGERY BARANCIK FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 29 May 2014 (11 years ago)
Document Number: N14000005093
FEI/EIN Number 36-3442474

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 1515 Ringling Boulevard, SARASOTA, FL, 34236, US
Mail Address: 1515 RINGLING BOULEVARD, SARASOTA, FL, 34236, US
ZIP code: 34236
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARLES AND MARGERY BARANCIK FOUNDATION 401(K) PLAN 2023 363442474 2024-05-14 CHARLES AND MARGERY BARANCIK FOUNDATION, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525920
Sponsor’s telephone number 8134860083
Plan sponsor’s address 1515 RINGLING BLVD, SUITE 500, SARASOTA, FL, 342366930

Signature of

Role Plan administrator
Date 2024-05-14
Name of individual signing EVELIO BOSQUE
Valid signature Filed with authorized/valid electronic signature
CHARLES AND MARGERY BARANCIK FOUNDATION 401(K) PLAN 2022 363442474 2023-05-16 CHARLES AND MARGERY BARANCIK FOUNDATION, INC. 6
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Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525920
Sponsor’s telephone number 8134860083
Plan sponsor’s address 1515 RINGLING BLVD, SUITE 500, SARASOTA, FL, 342366930

Signature of

Role Plan administrator
Date 2023-05-16
Name of individual signing EVELIO BOSQUE
Valid signature Filed with authorized/valid electronic signature
CHARLES AND MARGERY BARANCIK FOUNDATION 401(K) PLAN 2021 363442474 2022-02-14 CHARLES AND MARGERY BARANCIK FOUNDATION, INC. 5
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Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525920
Sponsor’s telephone number 8479489340
Plan sponsor’s address 1515 RINGLING BLVD, SUITE 500, SARASOTA, FL, 342366930

Signature of

Role Plan administrator
Date 2022-02-14
Name of individual signing EVELIO BOSQUE
Valid signature Filed with authorized/valid electronic signature
CHARLES AND MARGERY BARANCIK FOUNDATION 401(K) PLAN 2020 363442474 2021-05-27 CHARLES AND MARGERY BARANCIK FOUNDATION, INC. 5
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Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525920
Sponsor’s telephone number 8479489340
Plan sponsor’s address 2 N. TAMIAMI TRAIL, SUITE 314, SARASOTA, FL, 34236

Plan administrator’s name and address

Administrator’s EIN 363442474
Plan administrator’s name MIKE GRONLI
Plan administrator’s address 520 LAKE COOK ROAD, SUITE 280, DEERFIELD, IL, 60015
Administrator’s telephone number 8479489340
CHARLES AND MARGERY BARANCIK FOUNDATION 401(K) PLAN 2019 363442474 2020-05-18 CHARLES AND MARGERY BARANCIK FOUNDATION, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525920
Sponsor’s telephone number 8479489340
Plan sponsor’s address 2 N. TAMIAMI TRAIL, SUITE 314, SARASOTA, FL, 34236

Plan administrator’s name and address

Administrator’s EIN 363442474
Plan administrator’s name MIKE GRONLI
Plan administrator’s address 520 LAKE COOK ROAD, SUITE 280, DEERFIELD, IL, 60015
Administrator’s telephone number 8479489340

Key Officers & Management

Name Role Address
Polk Jessica Corp 1515 Ringling Boulevard, SARASOTA, FL, 34236
Hansen Teri A President 1515 Ringling Boulevard, Sarasota, FL, 34236
Bosque EVELIO I Treasurer 1515 Ringling Boulevard, SARASOTA, FL, 34236
Hansen Teri A Agent 1515 Ringling Boulevard, SARASOTA, FL, 34236

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2021-12-01 1515 Ringling Boulevard, Suite 500, SARASOTA, FL 34236 -
CHANGE OF PRINCIPAL ADDRESS 2021-02-03 1515 Ringling Boulevard, Suite 500, SARASOTA, FL 34236 -
REGISTERED AGENT ADDRESS CHANGED 2021-02-03 1515 Ringling Boulevard, Suite 500, SARASOTA, FL 34236 -
REGISTERED AGENT NAME CHANGED 2017-01-09 Hansen, Teri A -

Documents

Name Date
ANNUAL REPORT 2025-01-15
ANNUAL REPORT 2024-01-19
ANNUAL REPORT 2023-02-23
ANNUAL REPORT 2022-01-25
ANNUAL REPORT 2021-02-03
ANNUAL REPORT 2020-01-23
ANNUAL REPORT 2019-01-09
ANNUAL REPORT 2018-01-04
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-02-19

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
36-3442474 Corporation Unconditional Exemption 1515 RINGLING BLVD STE 500, SARASOTA, FL, 34236-6930 1987-01
In Care of Name % NMC
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 50,000,000 to greater
Income 50,000,000 to greater
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 561914266
Income Amount 68499668
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name CHARLES AND MARGERY BARANCIK FOUNDATION INC
EIN 36-3442474
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name CHARLES AND MARGERY BARANCIK FOUNDATION INC
EIN 36-3442474
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name CHARLES AND MARGERY BARANCIK FOUNDATION INC
EIN 36-3442474
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name CHARLES AND MARGERY BARANCIK FOUNDATION INC
EIN 36-3442474
Tax Period 201912
Filing Type P
Return Type 990PR
File View File
Organization Name CHARLES AND MARGERY BARANCIK FOUNDATION INC
EIN 36-3442474
Tax Period 201812
Filing Type P
Return Type 990PF
File View File
Organization Name CHARLES AND MARGERY BARANCIK FOUNDATION INC
EIN 36-3442474
Tax Period 201712
Filing Type P
Return Type 990PF
File View File
Organization Name CHARLES AND MARGERY BARANCIK FOUNDATION INC
EIN 36-3442474
Tax Period 201612
Filing Type P
Return Type 990PF
File View File

Date of last update: 01 Apr 2025

Sources: Florida Department of State