HEART OF FLORIDA EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEART OF FLORIDA EDUCATIONAL FOUNDATION INC (EIN 59-6159367)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-01-17
- IRS object ID
- 202430179349100603
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-17T09:07:41-08:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571142897 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Campbell & Associates PA CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Avenue G SW | AddressLine1Txt |
| City | Winter Haven | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596159367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heart of Florida Educational Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 8632874297 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Avenue G SW | AddressLine1Txt |
| City | Winter Havne | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert E Dodd | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2024-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert E | PersonFirstNm |
| Person Last | Dodd | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen G Premuto | PreparerPersonNm |
| PTIN | P00129164 | PTIN |
| Phone | 8632991238 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,325 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $79 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,908 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,908 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,078 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,095 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,078 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,065 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,987 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,080 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $253 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $253 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,383 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,716 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,944 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,987 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,703 | CashBOYAmt |
| Cash EOY | $2,610 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $1,999 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $237 | AcctRcvblAmt |
| Acct Rcvbl BOY | $287 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $237 | AcctRcvblEOYAmt |
| Other Investments BOY | $605,640 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $603,456 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $620,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $606,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $620,629 | RetainedEarningBOYAmt |
| Retained Earning EOY | $606,303 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $620,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $606,303 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $620,629 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $606,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $620,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,326 | ExcessRevenueOverExpensesAmt |
| Subtotal | $606,303 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $606,303 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Digital Realty Trust Inc | P | 2019-11-19 | 2022-10-27 | $6,679 | $8,603 | -$1,924 | -$1,924 |
| Nike Inc | P | 2021-10-06 | 2022-12-23 | $3,025 | $3,859 | -$834 | -$834 |
| Dominion Energy | P | 2015-09-04 | 2022-12-23 | $2,841 | $3,154 | -$313 | -$313 |
| Honeywell Intl | P | 2019-03-21 | 2022-12-23 | $2,991 | $2,211 | $780 | $780 |
| JP Morgan Chase & Co | P | 2017-01-27 | 2022-12-23 | $3,011 | $1,996 | $1,015 | $1,015 |
| Kimberely Clark Corp | P | 2017-10-03 | 2022-01-23 | $3,704 | $3,168 | $536 | $536 |
| Verizon Communications | P | 2020-01-29 | 2022-12-23 | $5,211 | $7,949 | -$2,738 | -$2,738 |
| Goldman Sachs | P | 2020-01-08 | 2023-01-13 | $746 | $687 | $59 | $59 |
| Home Depot | P | 2018-03-22 | 2023-01-13 | $1,317 | $709 | $608 | $608 |
| Lowes | P | 2019-05-06 | 2023-01-13 | $1,060 | $554 | $506 | $506 |
| McDonalds | P | 2019-10-22 | 2023-01-13 | $1,333 | $1,014 | $319 | $319 |
| Nucor | P | 2021-01-08 | 2023-01-13 | $783 | $278 | $505 | $505 |
| Goldman Sachs | P | 2020-01-08 | 2023-01-23 | $9,701 | $6,422 | $3,279 | $3,279 |
| Nucor | P | 2021-01-08 | 2023-01-23 | $12,011 | $4,330 | $7,681 | $7,681 |
| Ishares 0 3 Month Treasury | P | 2022-12-23 | 2023-01-30 | $6,529 | $6,505 | $24 | $24 |
| Ishares 0 3 Month Treasury | P | 2022-12-23 | 2023-02-15 | $6,516 | $6,505 | $11 | $11 |
| Ishares 0 3 Month Treasury | P | 2022-12-23 | 2023-03-15 | $3,111 | $3,102 | $9 | $9 |
| Truist | P | 2022-07-21 | 2023-03-15 | $6,188 | $9,439 | -$3,251 | -$3,251 |
| DTE Energy Co | P | 2021-08-17 | 2023-04-28 | $5,725 | $5,156 | $569 | $569 |
| Ishares 0 3 Month Treasury | P | 2022-12-23 | 2023-04-28 | $13,073 | $13,010 | $63 | $63 |
| I Shares Trust | P | 2019-10-29 | 2023-08-03 | $8,951 | $9,007 | -$56 | -$56 |
| Invesco | P | 2017-05-16 | 2023-01-13 | $718 | $792 | -$74 | -$74 |
| I Shares Trust | P | 2019-10-29 | 2022-12-07 | $7 | $7 | $7 | |
| Digital Realty Trust Inc | P | 2020-01-09 | 2022-10-27 | $3,513 | $4,156 | -$643 | -$643 |
| Verizon | P | 2019-12-30 | 2023-03-06 | $3,648 | $5,499 | -$1,851 | -$1,851 |
| Dominion Energy | P | 2019-11-05 | 2023-03-07 | $1,939 | $2,501 | -$562 | -$562 |
| DTE Energy Co | P | 2021-08-17 | 2023-04-28 | $3,820 | $3,335 | $485 | $485 |
| Goldman Saks | P | 2019-11-05 | 2023-09-30 | $8,175 | $8,672 | -$497 | -$497 |
| Wells Fargo | P | 2020-11-04 | 2023-09-30 | $8,027 | $8,338 | -$311 | -$311 |
| Dominion Energy | P | 2022-04-05 | 2022-12-23 | $3,022 | $4,321 | -$1,299 | -$1,299 |
| Verizon Communications | P | 2022-04-05 | 2022-12-23 | $2,720 | $3,745 | -$1,025 | -$1,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,078 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,468 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $263 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $263 | SubtotalAmt |
| Tax Based On Investment Income | $263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $237 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $237 | TotalPaymentsAndCreditsAmt |
| Tax Due | $26 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Dodd | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8632874297 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Avenue G SW | AddressLine1Txt |
| City | Winter Haven | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Robert E Dodd | ||||||
| 228 Crest Drive | Haines City | FL | 33844 | Chairman | 0.00 | $0 |
| Ernest S Pinner | ||||||
| 1848 WoodPointe Drive | Winter Haven | FL | 33884 | Treasurer | 0.00 | $0 |
| Ann Barnhart | ||||||
| 40100 US Highway 27 N | Davenport | FL | 33837 | Director | 0.00 | $0 |
| Robert Campbell | ||||||
| 105 McKay Drive N | Haines City | FL | 33844 | Director | 0.00 | $0 |
| Karen Tiner | ||||||
| 2020 E Palm Street | Davenport | FL | 33837 | Director | 0.00 | $0 |
| Gill Broadaway | ||||||
| 1 Nottingham Way | Haines City | FL | 33844 | Director | 0.00 | $0 |
| Bruce A Davis | ||||||
| PO Box 622 | Haines City | FL | 33845 | Director | 0.00 | $0 |
| Kenneth C Long | ||||||
| 488 Talamone Drive | Winter Haven | FL | 33884 | Director | 0.00 | $0 |
| Fred Reilly | ||||||
| 8 Eastwood Lane | Belleair | FL | 33756 | Director | 0.00 | $0 |
| Russell L Mounton II | ||||||
| 134 Boxwood Drive | Davenport | FL | 33837 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | To provide for the advancement of education by issuingscholarships to those in financial need. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $263 | TotalTaxAmt |
| Distributable Before Adj | $263 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $263 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,716 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,716 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $33,103 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,848 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,122 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $70,555 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,716 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $40,716 | RemainingDistriFromCorpusAmt |
| Total Corpus | $111,271 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $33,103 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,168 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,482 | ExcessFromYear4Amt |
| Excess From Year3 | $11,848 | ExcessFromYear3Amt |
| Excess From Year2 | $2,122 | ExcessFromYear2Amt |
| Excess From Current Year | $40,716 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Robert Dodd | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Avenue G SW | AddressLine1Txt |
| City | Winter Haven | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8632874297 | RecipientPhoneNum |
| Form And Info And Materials | Application on Foundation's form. References required that include the high school counselor and 2 others from the community. Financial information to show need. Essay showing need for financial assistance. Minimum grade point average. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Application due 30 days prior to High School Awards Banquet. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Greater Haines City area, Dundee north to Haines City. Students live in the geographical area, graduate from local high school for a minimum of 2 years. Attend SACS or COE accredited college or university. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Florida Southern College | |||||
| 111 Lake Hollingsworth Dr | Lakeland | FL | 33801 | Scholarship | $2,000 |
| Florida State University | |||||
| 600 W College Ave | Tallahassee | FL | 32306 | Scholarship | $5,000 |
| Nova Southeastern University | |||||
| 3301 College Ave | Ft Lauderdale | FL | 33314 | Scholarship | $1,000 |
| Polk State College | |||||
| 999 Avenue H NE | Winter Haven | FL | 33881 | Scholarship | $1,000 |
| Southeastern University | |||||
| 1000 Longfellow Blvd | Lakeland | FL | 33801 | Scholarship | $1,000 |
| University of Central Florida | |||||
| 4000 Central Florida Blvd | Orlando | FL | 32816 | Scholarship | $6,000 |
| University of South FLorida | |||||
| 4202 E Fowler Ave | Tampa | FL | 33620 | Scholarship | $3,000 |
| Valencia Community COllege | |||||
| 1800 S Kirkman Rd | Orlando | FL | 32811 | Scholarship | $3,000 |
| Flagler College | |||||
| 74 King Street | St Augustine | FL | 32084 | Scholarship | $2,000 |
| Embry | |||||
| 1 Aerospace Blvd | Daytona | FL | 32114 | Scholarship | $3,000 |
| University of Florida | |||||
| University of Florida | Gainesville | FL | 32611 | Scholarship | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,078 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,987 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,078 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,065 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,080 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,080 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advisory fee | $6,121 | $6,121 | $6,121 |
| Bank charges | $92 | $92 | |
| Dues and subscriptions | $170 | $170 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes and licenses | CategoryTxt |
| Amt | $253 | Amt |
| Disbursements Charitable Prps | $253 | DisbursementsCharitablePrpsAmt |