HEART OF FLORIDA EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEART OF FLORIDA EDUCATIONAL FOUNDATION INC (EIN 59-6159367)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-05-01
- IRS object ID
- 202501219349102100
- Schema version
- 2023v6.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T20:31:26-07:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2023-10-01 | 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 | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $747,043 | 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 | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $76 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,733 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,733 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,548 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,357 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24,809 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,870 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,870 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $151 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $151 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,777 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,320 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,777 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,798 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,798 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,037 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,809 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,610 | CashBOYAmt |
| Cash EOY | $12,716 | CashEOYAmt |
| Cash EOYFMV | $12,716 | CashEOYFMVAmt |
| Acct Rcvbl | $237 | AcctRcvblAmt |
| Acct Rcvbl BOY | $237 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $237 | AcctRcvblEOYAmt |
| Other Investments BOY | $603,456 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $599,409 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $734,327 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $606,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $612,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $747,043 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $606,303 | RetainedEarningBOYAmt |
| Retained Earning EOY | $612,362 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $606,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $612,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $606,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $612,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $606,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,059 | ExcessRevenueOverExpensesAmt |
| Subtotal | $612,362 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $612,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Crown Castle | P | 2019-11-05 | 2023-10-04 | $5,487 | $5,734 | -$247 | -$247 |
| Apple Inc | P | 2016-06-27 | 2023-12-21 | $2,328 | $229 | $2,099 | $2,099 |
| Microsoft | P | 2020-03-16 | 2023-12-21 | $2,592 | $1,017 | $1,575 | $1,575 |
| Republic Services | P | 2020-01-08 | 2023-12-21 | $2,594 | $1,440 | $1,154 | $1,154 |
| Abbott | P | 2021-01-06 | 2024-01-16 | $9,542 | $9,668 | -$126 | -$126 |
| American Tower | P | 2022-04-05 | 2024-01-16 | $8,821 | $9,719 | -$898 | -$898 |
| Bank of America | P | 2017-10-19 | 2024-01-16 | $8,408 | $6,221 | $2,187 | $2,187 |
| Honeywell | P | 2022-04-05 | 2024-01-16 | $8,154 | $6,224 | $1,930 | $1,930 |
| Kimberely Clark | P | 2022-04-05 | 2024-01-16 | $6,639 | $6,527 | $112 | $112 |
| Telus | P | 2020-03-31 | 2024-01-16 | $8,595 | $8,558 | $37 | $37 |
| Texas Instruments | P | 2020-04-14 | 2024-01-16 | $8,912 | $5,963 | $2,949 | $2,949 |
| Starbucks | P | 2020-03-31 | 2024-05-01 | $6,965 | $6,012 | $953 | $953 |
| Hershey | P | 2024-01-16 | 2024-06-05 | $10,629 | $10,430 | $199 | $199 |
| McDOnalds | P | 2019-11-19 | 2024-06-05 | $10,421 | $7,694 | $2,727 | $2,727 |
| Nike Inc | P | 2022-04-05 | 2024-07-08 | $4,744 | $8,753 | -$4,009 | -$4,009 |
| Apple Inc | P | 2016-06-27 | 2024-08-02 | $899 | $65 | $834 | $834 |
| Microsoft | P | 2020-03-16 | 2024-08-02 | $811 | $83 | $728 | $728 |
| Republic Services | P | 2020-01-08 | 2024-08-02 | $2,574 | $1,170 | $1,404 | $1,404 |
| Broadcom | P | 2023-01-23 | 2024-08-02 | $5,131 | $2,116 | $3,015 | $3,015 |
| Ishares floating rate bond | P | 2019-10-29 | 2023-10-03 | $9,378 | $9,435 | -$57 | -$57 |
| Vanguard Scottsdale Fund | P | 2023-10-03 | 2023-12-21 | $1,123 | $760 | $363 | $363 |
| Vanguard Intermediate | P | 2018-05-16 | 2024-08-02 | $247 | $249 | -$2 | -$2 |
| Invesco | P | 2017-05-16 | 2024-08-02 | $1,359 | $1,513 | -$154 | -$154 |
| Vanguard Scottsdale Fund | P | 2023-10-03 | 2024-08-02 | $661 | $629 | $32 | $32 |
| Crown Castle | P | 2017-10-16 | 2023-10-04 | $2,673 | $3,056 | -$383 | -$383 |
| American Tower | P | 2022-10-27 | 2024-01-17 | $3,703 | $3,593 | $110 | $110 |
| Telus | P | 2019-11-05 | 2024-01-17 | $5,415 | $5,511 | -$96 | -$96 |
| Ishares 0 3 Month Treasury | P | 2023-03-07 | 2024-08-02 | $903 | $902 | $1 | $1 |
| Crown Castle Inc | P | 2022-10-27 | 2023-10-04 | $1,594 | $2,232 | -$638 | -$638 |
| Bank of America | P | 2023-10-04 | 2024-01-16 | $3,498 | $3,084 | $414 | $414 |
| Nike Inc | P | 2023-10-04 | 2024-07-08 | $2,447 | $3,151 | -$704 | -$704 |
| Cisco Systems | P | 2020-03-16 | 2024-08-14 | $9,276 | $7,237 | $2,039 | $2,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,548 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$334 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $501 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $501 | SubtotalAmt |
| Tax Based On Investment Income | $501 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $516 | 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 (8 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 | President | 0.00 | $0 |
| Ernest S Pinner | ||||||
| 1848 WoodPointe Drive | Winter Haven | FL | 33884 | Treasurer | 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 |
| 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 | $501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $501 | TotalTaxAmt |
| Distributable Before Adj | $501 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $501 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,798 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,798 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $23,482 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,848 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,122 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $40,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,168 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,798 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $37,798 | RemainingDistriFromCorpusAmt |
| Total Corpus | $115,966 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,482 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,484 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,848 | ExcessFromYear4Amt |
| Excess From Year3 | $2,122 | ExcessFromYear3Amt |
| Excess From Year1 | $40,716 | ExcessFromYear1Amt |
| Excess From Current Year | $37,798 | 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 (10 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 | $1,000 |
| Florida State University | |||||
| 600 W College Ave | Tallahassee | FL | 32306 | Scholarship | $4,000 |
| Nova Southeastern University | |||||
| 3301 College Ave | Ft Lauderdale | FL | 33314 | Scholarship | $2,000 |
| Polk State College | |||||
| 999 Avenue H NE | Winter Haven | FL | 33881 | Scholarship | $3,000 |
| University of Central Florida | |||||
| 4000 Central Florida Blvd | Orlando | FL | 32816 | Scholarship | $5,000 |
| 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 | $1,000 |
| 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 | $28,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,548 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,809 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,548 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,357 | 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 | $2,870 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,870 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $599,409 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advisory fee | $6,320 | $6,320 | $6,320 |
| Bank charges | $46 | $46 | |
| Dues and subscriptions | $185 | $185 | |
| Miscellaneous | $226 | $226 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes and licenses | CategoryTxt |
| Amt | $151 | Amt |
| Disbursements Charitable Prps | $151 | DisbursementsCharitablePrpsAmt |