THE DR P PHILLIPS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE DR P PHILLIPS FOUNDATION (EIN 59-6135403)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-12
- IRS object ID
- 202441039349101109
- 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
- Form 990-PF
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-12T07:39:19-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596135403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DR P PHILLIPS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KENNETH D ROBINSON | InCareOfNm |
| Business Name Control | DRPP | BusinessNameControlTxt |
| Phone | 4074226105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 692709 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328692709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH ROBINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4074226105 | PhoneNum |
| Signature | 2024-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | ROBINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6167747000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,958,969 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,999 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,999 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,029,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,029,952 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $100 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $100 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $100 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$994,473 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,169,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,578 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,034,051 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,712 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,568 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,265 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,453 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,453 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $103,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,352 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100,776 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $196,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $140,047 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,184,455 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,184,455 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,380,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,324,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,341,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,027,899 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,121,875 | CashBOYAmt |
| Cash EOY | $849,627 | CashEOYAmt |
| Cash EOYFMV | $849,627 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $118,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,426 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,426 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $56,645 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $59,534 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $59,534 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $36,737,428 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,674,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,959,442 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $8,968,940 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $8,968,940 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $8,968,940 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $8,968,940 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $47,003,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,673,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,958,969 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $11,335 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $3,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,335 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $47,000,700 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,659,447 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,000,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,659,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,003,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,673,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,000,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,341,253 | ExcessRevenueOverExpensesAmt |
| Subtotal | $44,659,447 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $44,659,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $10,169,877 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,164,350 | CostOrOtherBasisAmt |
| Gain Or Loss | -$994,473 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$994,473 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$994,473 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,288 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,288 | SubtotalAmt |
| Tax Based On Investment Income | $14,288 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,823 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $58,823 | TotalPaymentsAndCreditsAmt |
| Overpayment | $44,535 | OverpaymentAmt |
| Applied To ES Tax | $44,535 | 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 | WWW.DRPHILLIPS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH D ROBINSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4074226105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 692709 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328195416 | 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 | Yes (true) | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES W FERBER | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | CHARIMAN/DIRECTOR | 6.0 | $875 | $0 | $0 |
| KENNETH D ROBINSON | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | PRESIDENT/CEO/DIRECTOR | 12.0 | $1,500 | $0 | $0 |
| E M TUKDARIAN | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | TREASURER/ASST SECRETARY | 8.0 | $0 | $0 | $0 |
| H L BURNETT | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | EVP/SEC/ASST TREAS/DIR | 6.0 | $875 | $0 | $0 |
| STEVEN CASTINO | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | DIRECTOR | 6.0 | $875 | $0 | $0 |
| JOHN W HILLENMEYER | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | DIRECTOR | 12.0 | $1,250 | $0 | $0 |
| TODD BURNETT | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | DIRECTOR | 4.0 | $500 | $0 | $0 |
| TERRY W PRATHER | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | CHAIRMAN/DIRECTOR | 12.0 | $1,125 | $0 | $0 |
| THOMAS J WILLIAMS | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | COO/SECRETARY | 8.0 | $0 | $0 | $0 |
| ROBIN K KELLEY | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | DIRECTOR | 2.0 | $250 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE FEDERAL FOOTNOTES | Description1Txt |
| Expenses1 | $15,000 | Expenses1Amt |
| Description2 | SEE FEDERAL FOOTNOTES | Description2Txt |
| Expenses2 | $6,330 | Expenses2Amt |
| Description3 | SEE FEDERAL FOOTNOTES | Description3Txt |
| Expenses3 | $40,128 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,155,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $843,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,998,254 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,998,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,917,700 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,080,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,054,028 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,054,028 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,288 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,288 | TotalTaxAmt |
| Distributable Before Adj | $2,039,740 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,039,740 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,039,740 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,324,502 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,324,502 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,039,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $197,676 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,324,502 | QualifyingDistributionsAmt |
| Applied To Year1 | $197,676 | AppliedToYear1Amt |
| Applied To Current Year | $2,039,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,086 | RemainingDistriFromCorpusAmt |
| Total Corpus | $87,086 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $87,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $87,086 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED additional STATEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 692709 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328692709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4074226015 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED ADDITIONAL STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED ADDITIONAL STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED ADDITIONAL STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE 4R FOUNDATION INC | ||||||||
| 210 N PARK AVE | WINTER PARK | FL | 327893814 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOC | ||||||||
| 225 NORTH MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $35,000 | STE 1700 |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $30,000 | |
| MERCY FLIGHT SOUTHEAST INC | ||||||||
| 8864 AIRPORT BLVD | LEESBURG | FL | 34788 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| ANNIKA FOUNDATION INC | ||||||||
| 1257 WORCHESTER RD 254 | FRAMINGHAM | MA | 01701 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| ASPIRE HEALTH PARTNERS INC | ||||||||
| 5151 ADANSON ST | ORLANDO | FL | 32804 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $12,500 | |
| BABY DJ INC | ||||||||
| 2500 MAITLAND CENTER PKWY | MAITLAND | FL | 32751 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | STE 401 |
| BEST BUDDIES INTERNATIONAL INC | ||||||||
| 100 SE 2ND ST | MIAMI | FL | 33131 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $2,000 | STE 2200 |
| BIKE WALK CENTRAL FLORIDA INC | ||||||||
| 100 E PINE ST | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | STE 110-74 |
| BLATANTLY HONEST FOUNDATION | ||||||||
| PO BOX 1392 | WINDERMERE | FL | 347860000 | NONE | PC | PROGRAM SUPPORT - YOUTH | $2,500 | |
| BLESSINGS IN A BACKPACK INC | ||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| BOY SCOUTS OF AMERICA CENTRAL FL COUNCIL | ||||||||
| 1951 S ORANGE BLOSSON TRL | APOPKA | FL | 32703 | NONE | PC | PROGRAM SUPPORT - YOUTH | $16,178 | STE 102 |
| CENTRAL CARE MISSION OF ORLANDO INC | ||||||||
| 4027 LENOX BLVD | ORLANDO | FL | 32811 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | |
| CENTRAL FLORIDA FAIR INC | ||||||||
| 4603 WEST COLONIAL DR | ORLANDO | FL | 32808 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $2,500 | |
| CENTRAL FLORIDA URBAN LEAGUE INC | ||||||||
| 2804 BELCO DR | ORLANDO | FL | 32808 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,000 | |
| CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA INC | ||||||||
| 808 W CENTRAL BLVD | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| COMMUNITY HEALTH CENTERS INC | ||||||||
| 110 SOUTH WOODLAND ST | WINTER GARDEN | FL | 34787 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $250,000 | |
| CREALDE SCHOOL OF ART | ||||||||
| 600 ST ANDREWS BLVD | WINTER PARK | FL | 32792 | NONE | PC | PROGRAM SUPPORT - ARTS | $1,250 | |
| DOWN SYNDROME FOUDATION OF FLORIDA INC | ||||||||
| PO BOX 533462 | ORLANDO | FL | 32853 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| EDGEWOOD CHILDRENS RANCH INC | ||||||||
| 1451 EDGEWOOD RANCH RD | ORLANDO | FL | 32835 | NONE | PC | PROGRAM SUPPORT - YOUTH | $51,367 | |
| FAMILY PROMISE OF GREATER ORLANDO INC | ||||||||
| 1000 CLAY ST | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $50,000 | |
| FELLOWSHIP OF FAITH MINISTRY | ||||||||
| 2036 36TH ST | ORLANDO | FL | 32839 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| FIRST PRESBYTERIAN CHURCH OF ORLANDO | ||||||||
| 106 E CHURCH ST | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| FLORIDA CITRUS SPORTS ASSOCIATION INC | ||||||||
| 1 CITRUS BOWL PL | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $28,221 | |
| FLORIDA LEADERSHIP VENTURE INC | ||||||||
| 2270 GILLIS CT | MAITLAND | FL | 32751 | NONE | PC | PROGRAM SUPPORT - YOUTH | $80,000 | |
| FLORIDA STATE UNIVERSITY FOUNDATION INC | ||||||||
| 325 WEST COLLEGE AVE | TALLAHASSEE | FL | 32301 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| FOLDS OF HONOR FOUNDATION - NORTH FLORIDA CHAPTER | ||||||||
| 8551 N 125TH E AVE | OWASSO | OK | 74055 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $52,500 | STE 100 |
| FOUNDATION FOR FOSTER CHILDREN INC | ||||||||
| 2265 LEE RD | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,500 | STE 203 |
| FREEDOM RIDE INC | ||||||||
| 1905 LEE RD | ORLANDO | FL | 32810 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $2,500 | |
| FRESH START MINISTRIES OF CENTRAL FLORIDA INC | ||||||||
| 4436 EDGEWATER DR | ORLANDO | FL | 32804 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| FRIENDS OF LEU GARDENS INC | ||||||||
| 1920 NORTH FOREST AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $5,000 | |
| THE GENEVA SCHOOL INC | ||||||||
| 1775 SEMINOLA BLVD | CASSELBERRY | FL | 32707 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $518 | |
| GIVE KIDS THE WORLD INC | ||||||||
| 210 S BASS RD | KISSIMMEE | FL | 34748 | NONE | PC | PROGRAM SUPPORT - YOUTH | $2,000 | |
| GRACE MEDICAL HOME INC | ||||||||
| 1417 E CONCORD ST | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $274,000 | |
| HARBOR HOUSE OF CENTRAL FLORIDA | ||||||||
| PO BOX 680748 | ORLANDO | FL | 32868 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| HEBNI NUTRITION CONSULTANTS INC | ||||||||
| 2009 W CENTRAL BLVD | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $2,000 | |
| HIGHLANDS CASHIERS HEALTH FOUNDATION | ||||||||
| 348 S 5TH ST | HIGHLANDS | NC | 28741 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $7,500 | STE 219 |
| THE JAMES MADISON INST FOR PUBLIC POLICY STUDIES | ||||||||
| 100 N DUVAL ST | TALLAHASSEE | FL | 32301 | NONE | PC | PROGRAM SUPPORT - FREE ENTERPRISE SYSTEM/ENTREPRENEURSHIP | $20,000 | |
| JIMMY CRABTREE CANCER FUND INC | ||||||||
| PO BOX 770446 | WINTER GARDEN | FL | 347770046 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| THE JOBS PARTNERSHIP OF FLORIDA INC | ||||||||
| 2250 LEE RD | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | STE 201 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DR 2ND FLR | RYE BROOK | NY | 10573 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $1,500 | |
| LIFT ORLANDO INC | ||||||||
| 2043 JACOBS PL | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $511,250 | |
| LUPUS FOUNDATION OF AMERICA INC | ||||||||
| 2121 K ST NW | WASHINGTON | DC | 20037 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $1,000 | STE 200 |
| MACKINAC CENTER | ||||||||
| 140 W MAIN ST | MIDLAND | MI | 48640 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| MENTAL HEALTH ASSOCIATION OF CENTRAL FLORIDA INC | ||||||||
| 1525 E ROBINSON ST | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $26,000 | |
| MORNING STAR SCHOOL | ||||||||
| 725 MICKLER RD | JACKSONVILLE | FL | 32211 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $10,000 | |
| MUSTARD SEED OF CENTRAL FLORIDA INC | ||||||||
| 12 MUSTARD SEED LANE | ORLANDO | FL | 32810 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| NATIONAL CENTER FOR SIMULATION | ||||||||
| 3039 TECHNOLOGY PARKWAY | ORLANDO | FL | 32826 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $42,500 | |
| NEW IMAGE YOUTH CENTER INC | ||||||||
| 212 S PARRAMORE AVE | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - YOUTH | $3,750 | |
| NORTHLAND A CHURCH DISTRIBUTED INC | ||||||||
| 522 DOG TRACK ROAD | LONGWOOD | FL | 32750 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| THE ORANGE COUNTY SHERIFF FOUNDATION INC | ||||||||
| 3934 HUNTERS ISLE DR | ORLANDO | FL | 328375813 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $3,000 | |
| ORLANDO BALLET INC | ||||||||
| 600 N LAKE FORMOSA DR | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $280,000 | |
| ORLANDO MUSEUM OF ART INC | ||||||||
| 2416 N MILS AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $17,500 | |
| THE ORLANDO PHILHARMONIC ORCHESTRA INC | ||||||||
| 425 N BUMBY AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $55,000 | |
| ORLANDO REPERTORY THEATRE INC | ||||||||
| 10010 E PRINCETON ST | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $4,000 | |
| ORLANDO SCIENCE CENTER INC | ||||||||
| 777 E PRINCETON STREET | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $3,018 | |
| PET ALLIANCE OF GREATER ORLANDO INC | ||||||||
| 2727 CONROY RD | ORLANDO | FL | 32839 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| POLIS INSTITUTE INC | ||||||||
| PO BOX 560531 | ORLANDO | FL | 328560531 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| REFORMED THEOLOGICAL SEMINARY | ||||||||
| 5422 CLINTON BLVD | JACKSON | MS | 39209 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $10,000 | |
| ROLLINS COLLEGE | ||||||||
| 1000 HOLT AVE - CB 2715 | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $7,500 | |
| THE SALVATION ARMY | ||||||||
| 416 W COLONIAL DR | ORLANDO | FL | 32804 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $20,000 | |
| SAMARITAN VILLAGE INC | ||||||||
| PO BOX 149599 | ORLANDO | FL | 32814 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| THE SOCIETY OF ST ANDREW INC | ||||||||
| 3383 SWEET HOLLOW RD | BIG ISLAND | VA | 24526 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $3,500 | |
| ST JOSEPH CATHOLIC CHURCH | ||||||||
| 5316 11TH ST | ZEPHYRHILLS | FL | 33542 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,250 | |
| TEE-LO GOLF INC | ||||||||
| 8287 CURRY FORD RD | ORLANDO | FL | 32822 | NONE | PC | PROGRAM SUPPORT - YOUTH | $2,000 | |
| FEEDING CHILDREN EVERYWHERE INC | ||||||||
| 830 SOUTH RONALD REAGAN BLVD 142 | LONGWOOD | FL | 32750 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $20,000 | |
| UNITED AGAINST POVERTY INC | ||||||||
| 1400 27TH ST | VERO BEACH | FL | 32960 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $25,000 | |
| UNITED CEREBRAL PALSY OF CENTRAL FLORIDA INC | ||||||||
| 4780 DATA CT | ORLANDO | FL | 32817 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $20,074 | |
| UNIVERSITY OF TAMPA | ||||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 336061490 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| URBAN THINK FOUNDATION INC | ||||||||
| PO BOX 533709 | ORLANDO | FL | 32853 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $10,729 | |
| VICTORY CUP INITIATIVE LLC | ||||||||
| 333 BRIARWOOD DRIVE | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $20,000 | |
| WEST ORANGE FOUNDATION INC | ||||||||
| 12184 W COLONIAL DR | WINTER GARDEN | FL | 347874146 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $350 | |
| WINTER PARK HIGH SCHOOL FOUNDATION | ||||||||
| 2100 SUMMERFIELD RD | WINTER PARK | FL | 32792 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| YOUNG SURVIVAL COALITION INC | ||||||||
| 80 BROAD ST | NEW YORK | NY | 10004 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | STE 1700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,184,455 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,999 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,029,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$994,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,578 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,578 | 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) |
|---|---|---|
| Category | BDO USA | CategoryTxt |
| Amt | $9,280 | Amt |
| Net Investment Income | $3,712 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,568 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE DR. P. PHILLIPS FOUNDATION REQUIRES A HIGHER AMOUNT OF CASH TO FUND ITS CHARITABLE ACTIVITIES DUE TO THE UNCERTAIN TIMING OF ITS ADMINISTRATIVE AND OTHER NORMAL/CURRENT DISBURSEMENTS. SPECIFICALLY, LARGER CHARITABLE DISBURSEMENTS ARE DEPENDENT ON ITS GRANTEES' ABILITY TO SUCCESSFULLY ACHIEVE AND DOCUMENT THE MILESTONES CONTAINED IN THEIR GRANT AGREEMENTS. THEREFORE, AN ALTERNATIVE METHOD TO CALCULATE CASH DEEMED HELD FOR CHARITABLE ACTIVITIES WAS USED WHICH RESULTED IN AN AMOUNT HIGHER THAN 1.5% OF THE FAIR MARKET VALUE OF ALL ASSETS FOR THE YEAR ENDED 5/30/2023. AS A RESULT, THE AMOUNT OF CASH DEEMED HELD FOR CHARITABLE ACTIVITIES ON PART IX, LINE 4 WAS REPORTED AS $1,917,700, AND CALCULATED AS FOLLOWS: FISCAL YEAR ADMINISTRATIVE AND OTHER NORMAL/CURRENT DISBURSEMENTS 5/31/2019 $1,996,844 5/31/2020 $2,024,599 5/31/2021 $2,588,672 5/31/2022 $1,693,158 5/31/2023 $2,350,616 5 YEAR AVERAGE $2,130,778 X 90% = $1,917,700 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL GROWTH | $4,078,854 | $4,577,203 |
| LARGE CAP VALUE | $2,246,742 | $2,658,135 |
| MID-CAP INDEX | $316,800 | $813,146 |
| LARGE CAP GROWTH | $703,938 | $2,143,677 |
| INTERNATIONAL STOCK | $3,801,467 | $4,038,010 |
| SMALL CAP VALUE | $1,565,630 | $1,523,666 |
| SMALL CAP GROWTH | $1,158,809 | $1,283,580 |
| FIXED INCOME - DODGE & COX | $9,391,044 | $8,579,931 |
| S&P 500 | $6,928,804 | $11,198,706 |
| INTERNATIONAL VALUE | $3,579,367 | $4,241,664 |
| ING | $902,800 | $901,724 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MATERIALS & CONTRACTS | $55,550 | $0 | $0 | $55,550 |
| DUES & SUBSCRIPTIONS | $29,350 | $0 | $0 | $29,350 |
| OFFICE EXPENSES | $8,830 | $960 | $0 | $7,870 |
| ADVERTISING & PROMOTION | $6,330 | $0 | $0 | $6,330 |
| INSURANCE | $2,784 | $1,392 | $0 | $1,392 |
| MEALS & ENTERTAINMENT | $284 | $0 | $0 | $284 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE DEPOSITS | Desc |
| BOY Book Value | $3,000 | BOYBookValueAmt |
| EOY Book Value | $3,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HISTORICAL ARCHIVIST | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $50,177 | $0 | $0 | $0 |
| TAXES - LICENSES | $88 | $88 | $0 | $0 |