GORDON AND KAREN NUTT FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GORDON AND KAREN NUTT FOUNDATION INC (EIN 45-3067277)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349101793
- Schema version
- 2023v5.1
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T12:04:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH 17TH STREET SUITE 710 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453067277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON AND KAREN NUTT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 4073750189 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4716 JOANNA GARDEN COURT | AddressLine1Txt |
| City | WINDERMERE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN S NUTT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4073750189 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE O'NEILL | PreparerPersonNm |
| PTIN | P01372721 | PTIN |
| Phone | 2157654600 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,457,181 | 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 | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,774 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $683 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,048 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $421 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $421 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,469 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,287 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,825 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $669,010 | CorporateStockBOYAmt |
| Corporate Stock EOY | $605,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,447,356 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $691,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $614,975 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,457,181 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $60,558 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $60,558 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $630,906 | RetainedEarningBOYAmt |
| Retained Earning EOY | $614,975 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $630,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $614,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $691,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $614,975 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $630,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,931 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $614,975 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $614,975 | 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 | $99,634 | GrossSalesPriceAmt |
| Cost Or Other Basis | $63,860 | CostOrOtherBasisAmt |
| Gain Or Loss | $35,774 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $35,774 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,774 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,278 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,278 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,482 | OverpaymentAmt |
| Applied To ES Tax | $1,482 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN S NUTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4073750189 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4716 JOANNA GARDEN COURT | AddressLine1Txt |
| City | WINDERMERE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| GORDON S NUTT | ||||||||
| 4716 JOANNA GARDEN COURT | WINDEMERE | FL | 34786 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| KAREN S NUTT | ||||||||
| 4716 JOANNA GARDEN COURT | WINDEMERE | FL | 34786 | TREASURER | 10.00 | $0 | $0 | $0 |
| ELIZABETH BOHN | ||||||||
| 4716 JOANNA GARDEN COURT | WINDEMERE | FL | 34786 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GORDON S NUTT II | ||||||||
| 4716 JOANNA GARDEN COURT | WINDEMERE | FL | 34786 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KARIN SARGEANT | ||||||||
| 4716 JOANNA GARDEN COURT | WINDEMERE | FL | 34786 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,343,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,362,042 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,362,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,341,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $796 | TotalTaxAmt |
| Distributable Before Adj | $66,285 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,285 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,285 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,719 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,719 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,285 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,360 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,360 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $58,926 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GORDON S NUTT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | HAWAII WILDFIRES RELIEF EFFORTS | $1,000 | ||
| BETA OF TITUSVILLE INC | ||||||||
| 620 GARDEN STREET | TITUSVILLE | FL | 32796 | PC | PROVIDES MATERIAL & GUIDANCE/TRAINING ASSISTANCE TO MOTHERS IN CRISIS PREGNANCY. | $1,500 | ||
| CATHOLIC CHARITIES OF CENTRAL FLORIDA | ||||||||
| 1819 N SEMORAN BLVD ORLANDO | ORLANDO | FL | 32807 | PC | PROVIDE HOPE AND HELP TO THE NEEDY THROUGH FAITH, COMPASSION, AND SERVICE | $2,500 | ||
| CENTRAL FLORIDA LAPS FOR LIFE | ||||||||
| 660 LAKE VILLAS DRIVE | ALTAMONTE SPRINGS | FL | 32701 | PC | FOR ULTRASOUND EQUIPMENT & TRAINING TO PREGNANCY CARE CENTERS | $1,000 | ||
| CROSSTOWN MINISTRIES | ||||||||
| 430 S PARRAMORE AVENUE SUITE E | ORLANDO | FL | 32805 | PC | SCHOOL AND AFTER SCHOOL PROGRAM FOR UNDERPRIVELEGED/PARAMOR AREA CHILDREN | $3,480 | ||
| DISASTER SERVICES CORPORATION SOCIETY OF ST VINCENT DE PAUL USA | ||||||||
| 511 E JOHN CARPENTER FREEWAY SUITE | IRVING | TX | 75062 | PC | PROVIDES ASSSISTANCE TO PEOPLE IN SITUATIONAL POVERTY AS RESULT OF NATURAL OR MANMADE DISASTERS | $2,500 | 500 | |
| FOUNDATION FOR FOSTER CHILDREN INC | ||||||||
| 2265 LEE ROAD SUITE 203 | WINTER PARK | FL | 32789 | PC | PROVIDES SUPPORT & ADVOCACY TO CREATE OPPORTUNITIES AND ENHANCE THE LIVES OF FOSTER CHILDREN. | $5,000 | ||
| HARBOUR HOUSE OF CENTRAL FLORIDA INC | ||||||||
| PO BOX 680748 | ORLANDO | FL | 32868 | PC | PROVIDES SHELTER AND ASSISTANCE TO DOMESTIC ABUSE VICTIMS | $2,500 | ||
| JESUS LOVES YOU OUTREACH MINISTRY | ||||||||
| 12450 MARSHALL FARMS ROAD | WINTER GARDEN | FL | 34787 | PC | PROVIDES FOOD, CLOTHING, HOUSEHOLD & BABY SUPPLIES TO NEEDY FAMILIES | $2,190 | ||
| MEAL TRAINS TO VARIOUS INDIVIDUALS | ||||||||
| 4716 JOANNA GARDEN COURT | WINDERMERE | FL | 34786 | INDIVIDUAL | MEAL ASSISTANCE TO SICK, NEEDY, HOMEBOUND INDIVIDUALS | $1,480 | NONE | |
| MATTHEW'S HOPE MINISTRIES | ||||||||
| 611 BUSINESS PARK BOULEVARD SUITE | WINTER GARDEN | FL | 34787 | PC | PROVIDES PHYSICAL EMOTIONAL & SPIRITUAL SUPPORT TO THE HOMELESS | $2,500 | 101 | |
| NATIONAL VETERANS HOMELESS SUPPORT INC | ||||||||
| 1436 W KING STREET | COCOA | FL | 32922 | PC | OFFERS SUPPORT & TRANSITIONAL HOUSING TO ELIMINATE VETERAN HOMELESSNESS IN CENTRAL FL | $5,000 | ||
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL FLORIDA | ||||||||
| 1030 N ORANGE AVENUE SUITE 1095 | ORLANDO | FL | 32801 | PC | PROVIDES LODGING TO FAMILIES OF CRITICALLY ILL CHILDREN RECEIVING MEDICAL CARE IN CENTRAL FL. | $5,000 | ||
| SAMARITAN VILLAGE | ||||||||
| PO BOX 149599 | ORLANDO | FL | 32814 | PC | PROVIDES A SAFE PLACE WHERE SEXUALLY TRAFFICKED WOMEN CAN HEAL, RECOVER & RECLAIM THEIR LIVES. | $2,500 | ||
| SECOND HARVEST FOOD BANK | ||||||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | PC | COLLECTS AND DISTRIBUTES FOOD FOR THE NEEDY AND IMPOVERISHED. | $2,500 | ||
| SEMPER FI FUND AMERICA'S FUND | ||||||||
| 825 COLLEGE BOULEVARD SUITE 102 | OCEANSIDE | CA | 92057 | PC | ASSISTS COMBAT WOUND VETERANS AND THEIR FAMILIES (ALL MILITARY BRANCHES) | $2,500 | ||
| SMILE TRAIN | ||||||||
| 633 THIRD AVENUE 9TH FLOOR | NY | NY | 10017 | PC | PROVIDES FREE CLEFT SURGERY TO CHILDREN IN DEVELOPING NATIONS. | $2,500 | ||
| SOCIETY OF ST VINCENT DE PAUL ORLANDO | ||||||||
| 5125 S APOPKA VINELAND ROAD | ORLANDO | FL | 32819 | PC | SERVES THE POOR THROUGH FOOD PANTRIES, THRIFT STORES, MEALS, HOME VISITS, ETC. | $10,600 | ||
| ST PETER CLAVER PRISON MINISTRY | ||||||||
| 350 E CROWN POINT ROAD SUITE 1000 | OCOEE | FL | 34761 | PC | PROVIDES SPIRITUAL & INSTRUCTIONAL SUPPORT TO PRISONERS FOR SUCCESSFUL RE-ENTRY INTO SOCIETY. | $5,000 | PO BOX 135 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | PC | ASSISTANCE TO FAMILIES OF MILITARY AND FIRST RESPONDERS INJURED OR KILLED IN ACTION. | $2,500 | ||
| TEAM RUBICON | ||||||||
| 5230 PACIFIC CONCOURSE DRIVE SUITE | LOS ANGELES | CA | 90045 | PC | TEAMS MILITARY VETERANS W/ 1ST RESPONDERS TO PROVIDE DISASTER RELIEF RECOVERY SERVICES | $2,500 | 200 | |
| THE RUSSELL HOME FOR ATYPICAL CHILDREN | ||||||||
| 510 HOLDEN AVENUE | ORLANDO | FL | 32839 | PC | OPERATES A CHRISTIAN HOME FOR SPECIAL NEEDS CHILDREN. | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,774 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,970 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,730 | Amt |
| Net Investment Income | $683 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,048 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING: TAX YEAR AMOUNT 2017 $24,609 2016 $569 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD S&P 500 ETF | $83,143 | $145,018 |
| VANGUARD TOTAL STOCK | $522,007 | $1,302,338 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FLORIDA ANNUAL REPORT FILING FEES | $61 | $0 | $61 |
| QUICKBOOKS ONLINE FEE | $360 | $0 | $360 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENTS | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |