A P PHILLIPS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- A P PHILLIPS FOUNDATION INC (EIN 59-6165157)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-07
- IRS object ID
- 202330389349100408
- Schema version
- 2021v4.2
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-07T10:32:58-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593096580 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER HYATT HOMRICH & ZOKVIC PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2203 EAST MICHIGAN STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328064944 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596165157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AP PHILLIPS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APPH | BusinessNameControlTxt |
| Phone | 4078944796 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 560126 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328560126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLA ADAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4078944796 | PhoneNum |
| Signature | 2023-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARLA | PersonFirstNm |
| Person Last | ADAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J ALDEN BAKER CPA | PreparerPersonNm |
| PTIN | P00599377 | PTIN |
| Phone | 4074255200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,847,488 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,029 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,029 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $708,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $295,359 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $329,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $329,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,910 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $59,741 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,169 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,570 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,380 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,049 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,845 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,825 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,059 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $343 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $198 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $130,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,479 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,806 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,931 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,931 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $297,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,479 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $261,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,497 | CashBOYAmt |
| Cash EOY | $50,321 | CashEOYAmt |
| Cash EOYFMV | $50,321 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,975 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,975 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,982,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,000,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,787,192 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,612 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,028,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,060,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,847,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $2,028,802 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,060,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,028,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,060,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,028,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,060,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,028,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,060,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,060,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $510,362 | $413,488 | $96,874 | $96,874 |
| CAPITAL GAINS DIVIDENDS | P | $198,485 | $198,485 | $198,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $295,359 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $159 | OverpaymentAmt |
| Applied To ES Tax | $159 | 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 | Yes (1) | 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 |
| Individual With Books | BAKERHYATTHOMRICH ZOKVIC PA | IndividualWithBooksNm |
| Phone | 4074255200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2203 EAST MICHIGAN STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CARLA W ADAMS | ||||||||
| 3021 GREENMOUNT ROAD | ORLANDO | FL | 32806 | PRESIDENT | 35.00 | $76,910 | $0 | $0 |
| THOMAS L ADAMS | ||||||||
| 3021 GREENMOUNT ROAD | ORLANDO | FL | 32806 | TREASURER | 4.00 | $5,000 | $0 | $0 |
| HARVEY H HARPER IV | ||||||||
| 3337 FLORENE DR | ORLANDO | FL | 32806 | VICE-PRESIDENT | 4.00 | $5,000 | $0 | $0 |
| KIMBERLY M HARPER | ||||||||
| 3337 FLORENE DR | ORLANDO | FL | 32806 | SECRETARY | 4.00 | $5,000 | $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 | $2,514,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,536 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,539,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,539,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,501,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,641 | TotalTaxAmt |
| Distributable Before Adj | $121,444 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,444 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,444 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $203,737 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,444 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,742 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,131 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,731 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $78,984 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,047 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $338,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,293 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $420,928 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $65,742 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $355,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,131 | ExcessFromYear4Amt |
| Excess From Year3 | $68,731 | ExcessFromYear3Amt |
| Excess From Year2 | $78,984 | ExcessFromYear2Amt |
| Excess From Year1 | $64,047 | ExcessFromYear1Amt |
| Excess From Current Year | $82,293 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CARLA ADAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 560126 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32856 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4078944796 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT NAME, PUBLIC CHARITY STATUS- I.E. SECTION 509(A)(2)(OR SIMILAR STATUS) DETERMINATION LETTER, ORGANIZATIONS' PURPOSE AND DIRECT NEED/PLANNED USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY 501(C)(3) (OR SIMILAR NON-PROFIT STATUS) ORGANIZATIONS FOCUSED ON EDUCATION, HEALTH AND YOUTH PROGRAMS WILL BE CONSIDERED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANN'S ANGELS ADAPTIVE WATERSKI FOUNDATION | |||||||
| PO BOX 1655 | WINTER HAVEN | FL | 33882 | NONE | PC | TO PROMOTE PUBLIC AWARENESS OF CHILDREN & ADULTS WITH DISABILITIES THROUGH ADAPTIVE WATER SKIING FOR THE DISABLED. | $9,199 |
| CF BAMBINO BUDDY BALL INC | |||||||
| 846 BAYBREEZE LANE | ALTAMONTE SPRINGS | FL | 32714 | NONE | PC | TO SUPPORT BASEBALL PROGRAM THAT SERVES SPECIAL NEEDS PLAYERS. | $10,000 |
| FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS INC | |||||||
| 445 W AMELIA ST | ORLANDO | FL | 32801 | NONE | PC | TO SUPPORT PERSHING SCHOOL,AN ORANGE COUNTY PUBLIC SCHOOL, STUDENT DRAMA PROGRAM AND MEDIA CENTER. | $13,000 |
| FREEDOM RIDE INC | |||||||
| 1905 LEE ROAD | ORLANDO | FL | 32810 | NONE | PC | TO SUPPORT THERAPEUTIC HORSEBACK RIDING PROGRAM FOR INDIVIDUALS WITH DISABILITIES. | $42,000 |
| GIRL SCOUTS OF CITRUS COUNCIL INC | |||||||
| 341 N MILLS AVE | ORLANDO | FL | 32804 | NONE | PC | TO FUND MAINTENANCE OF GIRL SCOUT HOUSE AND PROGRAM AND MEMBERSHIP COST FOR 20 GIRLS TO ATTEND SUMMER DAY CAMP. | $3,000 |
| PRIMROSE CENTER INC | |||||||
| 2733 S FERNCREEK AVE | ORLANDO | FL | 32806 | NONE | PC | TO SUPPORT PROGRAM OFFERING HANDS-ON TRAINING AND SUPPORT TO ADULTS WITH DEVELOPMENTAL DISABILITIES. | $10,000 |
| RUSSELL HOME FOR ATYPICAL CHILDREN INC | |||||||
| 510 HOLDEN AVE | ORLANDO | FL | 32839 | NONE | PC | TO SUPPORT THE HOUSING AND CARE OF SPECIAL NEEDS CHILDREN & ADULTS. | $42,000 |
| SERVANTS HEART INTERNATIONAL MINISTRY INC | |||||||
| 6109 ANNO AVE | ORLANDO | FL | 32809 | NONE | PC | TO SUPPORT FOOD PANTRY AND SERVING SINGLE MOMS, THEIR CHILDREN AND SENIORS. | $20,000 |
| SOUTH ORLANDO SOCCER CLUB INC | |||||||
| 4409 HOFFNER AVE 122 | ORLANDO | FL | 32812 | NONE | PC | FOR THE BENEFIT OF YOUTH ATHLETICS. TO HELP DEFRAY THE COSTS OF EQUIPMENT AND TOURNAMENT FEES. | $10,000 |
| DELANEY PARK LITTLE LEAGUE | |||||||
| PO BOX 560096 | ORLANDO | FL | 32856 | NONE | PC | FOR THE BENEFIT OF YOUTH ATHLETICS. TO HELP DEFRAY THE COSTS OF EQUIPMENT AND TOURNAMENT FEES. | $1,924 |
| CANINE COMPANION | |||||||
| PO BOX 680388 | ORLANDO | FL | 32868 | NONE | PC | TO SUPPORT TRAINING AND PLACEMENT OF TRAINED SERVICE DOGS TO ASSIST INDIVIDUALS WITH DISABILITIES. | $5,808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,931 | 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 | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,029 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $295,359 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $329,392 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,392 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,950 | Amt |
| Net Investment Income | $3,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,380 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARTFORD CAPITAL APPREC FUND | $64,433 | $53,962 |
| HARTFORD DIV & GROWTH FUND | $41,780 | $51,452 |
| HARTFORD INTL EQUITY FUND | $18,780 | $17,941 |
| VIRTUS NEW FLEET MULTI SECTOR | $25,258 | $22,791 |
| PACE EQUITIES | $1,583,159 | $1,401,450 |
| AMAZON | $9,109 | $19,118 |
| AXON ENTERPRISE INC | $17,423 | $20,591 |
| SHOPIFY INC. | $2,156 | $16,557 |
| TRADE DESK INC. | $11,599 | $23,333 |
| ACAP STRATEGIC FUND | $126,979 | $124,181 |
| CROWDSTRIKE HLDGS INC CL A | $34,705 | $20,564 |
| DOCUSIGN INC | $32,615 | $10,730 |
| UPSTART HOLDINGS INC | $32,676 | $4,522 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POST OFFICE BOX FEE | $204 | $122 | $82 |
| STATE OF FL ANNUAL REPORT | $61 | $55 | $6 |
| OFFICE SUPPLIES | $276 | $166 | $110 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $25,049 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,884 | $3,825 | $2,059 |
| EXCISE TAX | $961 | $0 | $0 |