Form 990 for tax year 2023
Filed by FLORIDA WINEFEST AND AUCTION INC.
Totals
- Total revenue
- $30,771
- Total expenses
- $240,780
- Contributions and grants received
- $52,700
- Grants paid
- $100,000
- Program service revenue
- $0
- Investment income
- $2,692
- Other revenue
- -$24,621
- Total assets, end of year
- $190,591
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $190,591
- Program services expenses (Part IX)
- $207,961
- Management and general expenses
- $32,819
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $207,961
Program services were 86.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$6,100
-
1f · All other contributions, gifts and grants
$46,600
-
3 · Investment income
total $1,901 · excluded $1,901
-
7a · Gross sales of assets other than inventory
securities $791
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $791
-
7d · Net gain or loss
total $791 · excluded $791
-
8a · Fundraising events: gross income
$31,784
-
8a · Fundraising events: contributions included on line 1c
$6,100
-
8b · Fundraising events: direct expenses
$57,405
-
8c · Net income from fundraising events
total -$25,621 · excluded -$25,621
-
11a · Other revenue: MISCELLANEOUS INCOME
total $1,000 · related or exempt $1,000
-
11e · Other revenue, total
$1,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $100,000 · program services $100,000
-
11f · Fees: investment management
total $53 · management and general $53
-
11g · Fees: other
total $7,088 · management and general $7,088
-
13 · Office expenses
total $2,287 · management and general $2,287
-
14 · Information technology
total $7,674 · management and general $7,674
-
16 · Occupancy
total $1,533 · management and general $1,533
-
23 · Insurance
total $804 · management and general $804
-
24a · Other expenses: CEP/SEMPKHOR PROJECT BO
total $107,961 · program services $107,961
-
24b · Other expenses: STORAGE
total $10,155 · management and general $10,155
-
24c · Other expenses: BANK AND CREDIT CARD FE
total $2,973 · management and general $2,973
-
24d · Other expenses: LICENSES & PERMITS
total $252 · management and general $252
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $144,258 · end of year $180,591
-
8 · Inventories for sale or use
beginning of year $10,000 · end of year $10,000
-
10a · Land, buildings and equipment: cost or other basis
$74,185
-
10b · Land, buildings and equipment: accumulated depreciation
$74,185
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $231,300 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $385,558 · end of year $190,591
Mission and programs · 2023
Mission
FLORIDA WINEFEST AND AUCTION EXISTS TO PROVIDE FUNDING TO QUALIFIED CHARITABLE ORGANIZATIONS FOR PROGRAMS ASSISTING DISADVANTAGED CHILDREN, YOUTH AND FAMILIES IN SARASOTA AND MANATEE COUNTIES.
-
THE FLORIDA WINEFEST & AUCTION, INC. PROVIDES FUNDING FOR PROGRAMS BENEFITING LOCAL CHARITABLE ORGANIZATIONS WHICH ASSIST DISADVANTAGED CHILDREN, YOUTH AND FAMILIES. PROGRAMS IN THE PAST HAVE INCLUDED (BUT NOT LIMITED TO) FUNDING TO PURCHASE BABY BEDS/STROLLERS/HIGHCHAIRS, TEMPORARY HOUSING FOR HOMELESS FAMILIES/CHILDREN, AFTER-SCHOOL EDUCATIONAL PROGRAMS/HOMEWORK TO KEEP CHILDREN OFF THE STREETS, AFTER-SCHOOL NUTRITIONAL FOOD PROGRAMS FOR LOW-INCOME CHILDREN, SCHOOL SUPPLIES, COUNSELING FOR TEENAGE MOTHERS, PARENTING CLASSES FOR TEENAGERS.
Expenses $207,961 · Grants $100,000 · Revenue $1,000
As filed on the 2023 return.
Listed in Part VII
-
CHRISTOPHER COVELLI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CLAYTON DALEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TREY DESENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JUDY FIALA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PAUL MATTISON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JACK MCKISSOCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES SHEDIVY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SANDRA LOEVNER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
CATHERINE RUSTIN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
BECKIE STONER
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
LINDY SMITH
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$29,000
GENERAL SUPPORT
-
$21,500
GENERAL SUPPORT
-
$6,500
GENERAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202522119349300542
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