HEART OF FLORIDA EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEART OF FLORIDA EDUCATIONAL FOUNDATION INC (EIN 59-6159367)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-10
- IRS object ID
- 202340419349100804
- Schema version
- 2021v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-10T09:02:41-08:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571142897 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Campbell & Associates PA CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Avenue G SW | AddressLine1Txt |
| City | Winter Haven | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | 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 | 2023-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert E | PersonFirstNm |
| Person Last | Dodd | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen G Premuto | PreparerPersonNm |
| PTIN | P00129164 | PTIN |
| Phone | 8632991238 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $644,505 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $19,496 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,496 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,496 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,994 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $727 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $25,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,493 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,226 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,395 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $379 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $379 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,931 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,715 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,931 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,778 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,226 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,000 | CashBOYAmt |
| Cash EOY | $12,703 | CashEOYAmt |
| Cash EOYFMV | $12,703 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,999 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $287 | AcctRcvblAmt |
| Acct Rcvbl BOY | $860 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $287 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $287 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $594,775 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $603,433 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $629,516 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $623,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $618,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $644,505 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $623,634 | RetainedEarningBOYAmt |
| Retained Earning EOY | $618,422 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $623,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $618,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $623,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $618,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $623,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,212 | ExcessRevenueOverExpensesAmt |
| Subtotal | $618,422 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $618,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Illinois Tool Works | P | 2019-01-01 | 2021-10-06 | $9,410 | $7,516 | $1,894 | $1,894 |
| Merck & Co | P | 2019-01-01 | 2021-10-06 | $8,834 | $8,585 | $249 | $249 |
| Kyndryl Holdings | P | 2019-01-01 | 2021-12-22 | $257 | $149 | $108 | $108 |
| Vanguard Short Term Corp Bd | P | 2019-01-01 | 2022-01-31 | $3,395 | $3,272 | $123 | $123 |
| Vanguart Intermediate Term Corp Bd | P | 2019-01-01 | 2022-03-31 | $8,040 | $8,089 | -$49 | -$49 |
| Vanguard Short Term Corp Bd | P | 2019-01-01 | 2022-01-12 | $1,617 | $1,560 | $57 | $57 |
| Clorox | P | 2019-01-01 | 2022-04-05 | $6,088 | $8,192 | -$2,104 | -$2,104 |
| Intel | P | 2019-01-01 | 2022-04-05 | $7,966 | $6,713 | $1,253 | $1,253 |
| Nucor | P | 2019-01-01 | 2022-04-05 | $1,964 | $722 | $1,242 | $1,242 |
| Nucor | P | 2019-01-01 | 2022-04-21 | $3,718 | $1,110 | $2,608 | $2,608 |
| Paychex | P | 2019-01-01 | 2022-06-08 | $1,002 | $472 | $530 | $530 |
| Republic | P | 2019-01-01 | 2022-06-08 | $1,070 | $720 | $350 | $350 |
| iShares Agency Bond | P | 2019-01-01 | 2022-06-08 | $6,710 | $6,910 | -$200 | -$200 |
| Vanguard Short Term Corp Bd | P | 2019-01-01 | 2022-04-01 | $1,556 | $1,604 | -$48 | -$48 |
| International Buisness | P | 2019-01-01 | 2022-07-21 | $8,785 | $9,403 | -$618 | -$618 |
| iShares Floating Rate | P | 2019-01-01 | 2022-09-26 | $17,597 | $17,725 | -$128 | -$128 |
| Capital gain - ST | P | 2022-01-01 | 2022-01-31 | $727 | $727 | $727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,994 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $727 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $261 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $261 | SubtotalAmt |
| Tax Based On Investment Income | $261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $498 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $498 | TotalPaymentsAndCreditsAmt |
| Overpayment | $237 | OverpaymentAmt |
| Applied To ES Tax | $237 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Dodd | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8632874297 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Avenue G SW | AddressLine1Txt |
| City | Winter Haven | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Robert E Dodd | ||||||
| 228 Crest Drive | Haines City | FL | 33844 | Chairman | 0.00 | $0 |
| Ernest S Pinner | ||||||
| 1848 WoodPointe Drive | Winter Haven | FL | 33884 | Treasurer | 0.00 | $0 |
| Ann Barnhart | ||||||
| 40100 US Highway 27 N | Davenport | FL | 33837 | Director | 0.00 | $0 |
| Robert Campbell | ||||||
| 105 McKay Drive N | Haines City | FL | 33844 | Director | 0.00 | $0 |
| Karen Tiner | ||||||
| 2020 E Palm Street | Davenport | FL | 33837 | Director | 0.00 | $0 |
| Gill Broadaway | ||||||
| 1 Nottingham Way | Haines City | FL | 33844 | Director | 0.00 | $0 |
| Bruce A Davis | ||||||
| PO Box 622 | Haines City | FL | 33845 | Director | 0.00 | $0 |
| Kenneth C Long | ||||||
| 488 Talamone Drive | Winter Haven | FL | 33884 | Director | 0.00 | $0 |
| Fred Reilly | ||||||
| 8 Eastwood Lane | Belleair | FL | 33756 | Director | 0.00 | $0 |
| Russell L Mounton II | ||||||
| 134 Boxwood Drive | Davenport | FL | 33837 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | To provide for the advancement of education by issuingscholarships to those in financial need. | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $710,213 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $728,857 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $728,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $717,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $261 | TotalTaxAmt |
| Distributable Before Adj | $35,635 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,635 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,635 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,705 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,705 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,635 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,003 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,103 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,482 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,848 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,122 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,705 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,705 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,930 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,930 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $107,628 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $37,073 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,555 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,103 | ExcessFromYear4Amt |
| Excess From Year3 | $23,482 | ExcessFromYear3Amt |
| Excess From Year2 | $11,848 | ExcessFromYear2Amt |
| Excess From Year1 | $2,122 | ExcessFromYear1Amt |
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 | $2,000 |
| Florida State University | |||||
| 600 W College Ave | Tallahassee | FL | 32306 | Scholarship | $2,000 |
| Southeastern University | |||||
| 1000 Longfellow Blvd | Lakeland | FL | 33801 | Scholarship | $2,000 |
| University of Central Florida | |||||
| 4000 Central Florida Blvd | Orlando | FL | 32816 | Scholarship | $3,000 |
| University of North FLorida | |||||
| 1 UNF Dr | Jacksonville | FL | 32224 | Scholarship | $1,000 |
| University of South FLorida | |||||
| 4202 E Fowler Ave | Tampa | FL | 33620 | Scholarship | $4,000 |
| Valencia Community COllege | |||||
| 1800 S Kirkman Rd | Orlando | FL | 32811 | Scholarship | $1,000 |
| University of Florida | |||||
| 300 SW 13th Street | Gainesville | FL | 32611 | Scholarship | $2,000 |
| Flagler College | |||||
| 74 King Street | St Augustine | FL | 32084 | Scholarship | $1,000 |
| Embry | |||||
| 1 Aerospace Blvd | Daytona | FL | 32114 | Scholarship | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,496 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,994 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,499 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,994 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,493 | 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 | Accounting | CategoryTxt |
| Amt | $3,395 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,395 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advisory fee | $6,715 | $6,715 | $6,715 |
| Bank charges | $66 | $66 | |
| Dues and subscriptions | $150 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Income tax | $261 | $261 |
| Taxes and licenses | $118 | $118 |