THE DR P PHILLIPS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE DR P PHILLIPS FOUNDATION (EIN 59-6135403)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-03-07
- IRS object ID
- 202330669349100913
- 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
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-07T19:22:36-06:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596135403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Dr P Phillips Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KENNETH D ROBINSON PRESIDE | InCareOfNm |
| Business Name Control | DRPP | BusinessNameControlTxt |
| Phone | 4074226105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 692709 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328692709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH ROBINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4074226105 | PhoneNum |
| Signature | 2023-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | ROBINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6167747000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,575,408 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $816,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $816,192 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $100 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $100 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $100 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,802,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,907,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,802,261 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,618,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,618,641 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,875 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,213 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,085 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,128 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,694 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,325 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,023 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,023 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $107,819 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,399 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $105,420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $233,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163,446 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,911,281 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,911,281 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,144,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,074,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,473,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,609,832 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $942,960 | CashBOYAmt |
| Cash EOY | $1,121,875 | CashEOYAmt |
| Cash EOYFMV | $1,121,875 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $120,977 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,812 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $381,569 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $25,784 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $56,645 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $56,645 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $35,089,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,737,428 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,309,136 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,968,940 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $8,968,940 | LandBOYAmt |
| Land EOY | $8,968,940 | LandEOYAmt |
| Land EOYFMV | $8,968,940 | LandEOYFMVAmt |
| Total Assets BOY | $45,529,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,003,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,575,408 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $45,526,964 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,000,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,526,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,000,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,529,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,003,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,526,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,473,736 | ExcessRevenueOverExpensesAmt |
| Subtotal | $47,000,700 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $47,000,700 | 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 | $7,907,786 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,105,525 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,802,261 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,802,261 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,802,261 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,177 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $50,177 | SubtotalAmt |
| Tax Based On Investment Income | $50,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $56,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $240 | EsPenaltyAmt |
| Overpayment | $5,583 | OverpaymentAmt |
| Applied To ES Tax | $5,583 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DRPHILLIPS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH D ROBINSON PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4074226105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 DR PHILLIPS BLVD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328195416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES W FERBER | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | CHAIRMAN/DIRECTOR | 12.0 | $1,000 | $0 | $0 |
| KENNETH D ROBINSON | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | PRESIDENT/CEO/DIRECTOR | 12.0 | $1,250 | $0 | $0 |
| E M TUKDARIAN | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | TREASURER/ASST SECRETARY | 8.0 | $0 | $0 | $0 |
| H L BURNETT | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | EVP/SEC/ASST TREAS/DIR | 6.0 | $1,750 | $0 | $0 |
| MARGARET G MILLER | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | DIRECTOR | 2.0 | $875 | $0 | $0 |
| JOHN W HILLENMEYER | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | DIRECTOR | 2.0 | $1,000 | $0 | $0 |
| ROBIN K KELLEY | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | DIRECTOR | 2.0 | $1,000 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE FEDERAL FOOTNOTES | Description1Txt |
| Expenses1 | $30,000 | Expenses1Amt |
| Description2 | SEE FEDERAL FOOTNOTES | Description2Txt |
| Expenses2 | $27,718 | Expenses2Amt |
| Description3 | SEE FEDERAL FOOTNOTES | Description3Txt |
| Expenses3 | $43,022 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,550,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $997,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,548,083 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,548,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,816,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,731,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,386,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,386,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,177 | TotalTaxAmt |
| Distributable Before Adj | $2,336,418 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $381,569 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,717,987 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,717,987 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,074,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,074,727 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,717,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $14,824 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,682 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $423,078 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $445,584 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,074,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,074,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $445,584 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $445,584 | ExcessDistributionCyovAppCYAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $197,676 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED ADDITIONAL STATEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 692709 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328692709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4074226015 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED ADDITIONAL STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED ADDITIONAL STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED ADDITIONAL STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 4R FOUNDATION INC (THE) | ||||||||
| 210 N PARK AVE | WINTER PARK | FL | 327893814 | NONE | PC | PROGRAM SUPPORT - Social Services | $50,000 | |
| ADULT LITERACY LEAGUE INC | ||||||||
| 2221 LEE RD | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | STE 18 |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $20,000 | STE 200 |
| AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES | ||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $1,000 | 254 |
| ANNIKA FOUNDATION INC | ||||||||
| 1257 WORCHESTER RD | FRAMINGHAM | MA | 01701 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $10,000 | 254 |
| BABY DJ INC | ||||||||
| 2500 MAITLAND CENTER PKWY | MAITLAND | FL | 32751 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | STE 401 |
| BACK TO NATURE WILDLIFE INC | ||||||||
| 10525 CLAPP SIMSS DUDA RD | ORLANDO | FL | 32832 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $500 | |
| BIKE WALK CENTRAL FLORIDA INC | ||||||||
| 100 E PINE ST | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | STE 110-74 |
| BLESSINGS IN A BACKPACK INC | ||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| BOY SCOUTS OF AMERICA CENTRAL FL COUNCIL | ||||||||
| 1951 S ORANGE BLOSSON TRL | APOPKA | FL | 32703 | NONE | PC | PROGRAM SUPPORT - YOUTH | $50,578 | STE 102 |
| CANINE COMPANIONS FOR INDEPENDENCE INC | ||||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | STE 102 |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | PROGRAM SUPPORT - PRIVATE PROPERTY RIGHTS | $15,000 | STE 400 |
| CENTRAL CARE MISSION OF ORLANDO INC | ||||||||
| 4027 LENOX BLVD | ORLANDO | FL | 32811 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | STE 110 |
| CENTRAL FLORIDA URBAN LEAGUE INC | ||||||||
| 2804 BELCO DR | ORLANDO | FL | 32808 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,000 | |
| CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA INC | ||||||||
| 808 W CENTRAL BLVD | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| CONDUCTIVE EDUCATION CENTER OF ORLANDO (THE) | ||||||||
| 931 S SEMORAN BLVD | WINTER PARK | FL | 32792 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $6,000 | STE 220 |
| CORNERSTONE HOSPICE FOUNDATION | ||||||||
| 2445 LANE PARK RD | TAVARES | FL | 327789648 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $500 | |
| DELANEY STREET BAPTIST CHURCH | ||||||||
| 1919 DELANEY AVE | ORLANDO | FL | 32806 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | STE 220 |
| CENTRAL FLORIDA DOWN SYNDROME ASSOCIATION INC | ||||||||
| 204 N WYMORE RD | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| DOWN SYNDROME FOUNDATION OF FLORIDA INC | ||||||||
| PO BOX 533462 | ORLANDO | FL | 32853 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| EASTER SEALS FLORIDA INC | ||||||||
| 2010 CROSBY WAY | WINTER PARK | FL | 32792 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| EDGEWOOD CHILDRENS RANCH INC | ||||||||
| 1451 EDGEWOOD RANCH RD | ORLANDO | FL | 32835 | NONE | PC | PROGRAM SUPPORT - YOUTH | $38,100 | |
| EDGEWOOD RANCH ENDOWMENT INC | ||||||||
| PO BOX 185 | WINDERMERE | FL | 34786 | NONE | PC | PROGRAM SUPPORT - YOUTH | $7,500 | |
| ENTREPRENEURS ALLIANCE OF ORLANDO | ||||||||
| 1030 N ORANGE AVE | ORLANDO | FL | 328011022 | NONE | PC | PROGRAM SUPPORT - ENTREPRENEURSHIP | $20,000 | |
| FAINE HOUSE INC (THE) | ||||||||
| 5616 CLARCONA OCOEE RD | ORLANDO | FL | 32810 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | STE 100 |
| FIRST CONGREGATIONAL CHURCH OF WINTER PARK INC | ||||||||
| 225 S INTERLACHEN AVE | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | STE 203 |
| FIRST TEE OF CENTRAL FLORIDA | ||||||||
| 1810 LEE RD | ORLANDO | FL | 32810 | NONE | PC | PROGRAM SUPPORT - YOUTH | $5,000 | |
| FLORIDA CITRUS SPORTS ASSOCIATION INC | ||||||||
| 1 CITRUS BOWL PL | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $503 | 200 |
| FLORIDA LEADERSHIP VENTURE INC | ||||||||
| 2270 GILLIS CT | MAITLAND | FL | 32751 | NONE | PC | PROGRAM SUPPORT - YOUTH | $5,000 | |
| FLORIDA UNITED METHODIST CHILDREN'S HOME INC | ||||||||
| 450 MARTIN L KING JR AVE | LAKELAND | FL | 33815 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | STE 199 |
| FOLDS OF HONOR FOUNDATION | ||||||||
| 8551 N 125TH E AVE | OWASSO | OK | 74055 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $25,000 | STE 100 |
| FOUNDATION FOR FOSTER CHILDREN | ||||||||
| 2265 LEE RD | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $6,000 | STE 203 |
| GIRL SCOUTS OF CITRUS COUNCIL INC | ||||||||
| 341 N MILLS AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - YOUTH | $5,000 | STE 203 |
| GIVE KIDS THE WORLD INC | ||||||||
| 210 S BASS RD | KISSIMMEE | FL | 34746 | NONE | PC | PROGRAM SUPPORT - YOUTH | $7,000 | |
| GRACE MEDICAL HOME INC | ||||||||
| 1417 E CONCORD ST | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $17,000 | |
| GRAND AVE ECONOMIC COMMUNITY DEVELOPMENT CORP | ||||||||
| 3200 W COLONIAL DR | ORLANDO | FL | 328088023 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| HEBNI NUTRITION CONSULTANTS INC | ||||||||
| 2009 W CENTRAL BLVD | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $2,000 | |
| HIGHLANDS CASHIERS HEALTH FOUNDATION INC | ||||||||
| 348 S 5TH ST | HIGHLANDS | NC | 28741 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $4,750 | STE 219 |
| HOLOCAUST MEMORIAL RSRC & EDUC CTR OF FLORIDA INC | ||||||||
| 851 N MAITLAND AVE | MAITLAND | FL | 32751 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $15,000 | |
| IDIGNITY INC | ||||||||
| 424 E CENTRAL BLVD | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,500 | STE 199 |
| JAMES MADISON INST FOR PUBLIC POLICY STUDIES (THE) | ||||||||
| 100 N DUVAL ST | TALLAHASSEE | FL | 32301 | NONE | PC | PROGRAM SUPPORT - FREE ENTERPRISE SYSTEM/ ENTREPRENEURSHIP | $20,000 | |
| JIMMY CRABTREE CANCER FUND INC | ||||||||
| PO BOX 770446 | WINTER GARDEN | FL | 347770046 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| JOBS PARTNERSHIP OF FLORIDA (THE) | ||||||||
| 2250 LEE RD | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | STE 201 |
| LAKE NONA INSTITUTE INC | ||||||||
| 6900 TAVISTOCK LAKES BLVD | ORLANDO | FL | 32827 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $20,000 | STE 200 |
| LEGAL AID SOCIETY OF THE ORANGE CO BAR ASSOC INC | ||||||||
| 100 E ROBINSON ST | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $50,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DR | RYE BROOK | NY | 10573 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $1,500 | 2ND FLR |
| LIFE CONCEPTS INC | ||||||||
| 500 E COLONIAL DR | ORLANDO | FL | 328034504 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $6,500 | |
| LIFT ORLANDO INC | ||||||||
| 2043 JACOBS PL | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,015,000 | |
| LUPUS FOUNDATION OF AMERICA INC | ||||||||
| 2121 K ST NW | WASHINGTON | DC | 20037 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $1,000 | STE 200 |
| LUTHERAN COUNSELING SERVICES INC | ||||||||
| 1505 ORCHID AVE | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| MORNING STAR SCHOOL | ||||||||
| 725 MICKLER RD | JACKSONVILLE | FL | 32211 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $35,000 | |
| NAMIGO | ||||||||
| 300 CROWN OAK CENTRE DR | LONGWOOD | FL | 32750 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $1,000 | |
| NEW IMAGE YOUTH CENTER | ||||||||
| 212 S PARRAMORE AVE | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - YOUTH | $27,500 | |
| OPERA ORLANDO INC | ||||||||
| PO BOX 533974 | ORLANDO | FL | 32853 | NONE | PC | PROGRAM SUPPORT - ARTS | $50,000 | |
| ORLANDO DAY NURSERY | ||||||||
| 626 LAKE DOT CIR | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | |
| ORLANDO HEALTH FOUNDATION INC | ||||||||
| 3160 SOUTHGATE COMMERCE BLVD SUITE | ORLANDO | FL | 32806 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $3,500 | |
| ORLANDO MAGIC YOUTH FOUNDATION INC | ||||||||
| 400 W CHURCH ST | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - YOUTH | $10,000 | STE 250 |
| ORLANDO MUSEUM OF ART INC | ||||||||
| 2416 N MILS AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $34,500 | STE 250 |
| ORLANDO PHILHARMONIC ORCHESTRA INC (THE) | ||||||||
| 425 N BUMBY AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $5,000 | STE 4700 |
| ORLANDO SHAKESPEARE THEATER INC | ||||||||
| 812 E ROLLINS ST | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $5,000 | STE 100 |
| PET ALLIANCE OF GREATER ORLANDO INC | ||||||||
| 2727 CONROY RD | ORLANDO | FL | 32839 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,500 | |
| POLIS INSTITUTE INC | ||||||||
| PO BOX 560531 | ORLANDO | FL | 328560531 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| SALVATION ARMY (THE) | ||||||||
| 416 W COLONIAL DR | ORLANDO | FL | 32804 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $25,000 | |
| SAMARITAN VILLAGE INC | ||||||||
| PO BOX 149599 | ORLANDO | FL | 32814 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC | ||||||||
| 411 MERCY DR | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,000 | |
| SHEPHERD'S HOPE INC | ||||||||
| 455 9TH ST | WINTER GARDEN | FL | 34787 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $20,000 | |
| TEE-LO GOLF INC | ||||||||
| 8287 CURRY FORD RD | ORLANDO | FL | 32822 | NONE | PC | PROGRAM SUPPORT - YOUTH | $2,000 | 6TH FLR |
| UNITED AGAINST POVERTY INC | ||||||||
| 1400 27TH ST | VERO BEACH | FL | 32960 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| UNITED ARTS OF CENTRAL FLORIDA INC | ||||||||
| 216 PASADENA PL | ORLANDO | FL | 328033828 | NONE | PC | PROGRAM SUPPORT - ARTS | $110,000 | |
| UNITED CEREBRAL PALSY OF CENTRAL FLORIDA INC | ||||||||
| 4780 DATA CT | ORLANDO | FL | 32817 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $10,000 | |
| UNIVERSITY OF TAMPA INC (THE) | ||||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 336061490 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| VALENCIA COLLEGE FOUNDATION INC | ||||||||
| 1800 S KIRKMAN RD | ORLANDO | FL | 32811 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| WASHINGTON SHORES PRESBYTERIAN CHURCH | ||||||||
| 3600 ROGERS DR | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | STE 1700 |
| WELBOURNE AVENUE NURSERY AND KINDERGARTEN INC | ||||||||
| 450 WELBOURNE AVE | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $3,000 | STE 800 |
| WEST ORANGE FOUNDATION INC | ||||||||
| 12184 W COLONIAL DR | WINTER GARDEN | FL | 347874146 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $350 | |
| WOUNDED WARRIOR OUTDOORS INC | ||||||||
| 1041 CROWN PARK CIR | WINTER GARDEN | FL | 34787 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| YOUNG SURVIVAL COALITION INC | ||||||||
| 80 BROAD ST | NEW YORK | NY | 10004 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | STE 1700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,911,281 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $816,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,802,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,618,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,618,641 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BDO USA, LLP | CategoryTxt |
| Amt | $10,213 | Amt |
| Net Investment Income | $4,085 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,128 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | ACTUAL ADMINISTRATIVE AND OTHER NORMAL AND CURRENT DISBURSEMENTS DIRECTLY CONNECTED WITH THE FOUNDATION'S CHARITABLE ACTIVITY EXCEED THE 1 1/2% OF THE FAIR MARKET VALUE OF ALL ASSETS. FYE 5/31/2018 $1,786,600 FYE 5/31/2019 $1,996,844 FYE 5/31/2020 $2,024,599 FYE 5/31/2021 $2,588,671 FYE 5/31/2022 $1,693,158 AVERAGE $2,017,975 CASH DEEMED HELD FOR CHARITABLE ACTIVITIES 90% OF AVERAGE $1,816,177 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL GROWTH | $3,211,733 | $3,754,028 |
| LARGE CAP VALUE | $2,117,743 | $2,811,286 |
| MID-CAP INDEX | $303,862 | $855,753 |
| LARGE CAP GROWTH | $685,944 | $1,958,360 |
| INTERNATIONAL STOCK | $1,921,361 | $2,092,573 |
| INTL EQTY - EM LOW VOLATILITY | $394,125 | $406,980 |
| INTL EQTY - LOW VOLATILITY | $1,630,806 | $1,668,071 |
| SMALL CAP VALUE | $1,532,923 | $1,690,845 |
| SMALL CAP GROWTH | $1,342,083 | $1,390,000 |
| FIXED INCOME - DODGE & COX | $8,542,239 | $8,054,808 |
| S&P 500 | $5,888,240 | $10,147,481 |
| INTERNATIONAL VALUE | $3,490,092 | $4,337,791 |
| GLOBAL - FIXED | $3,429,548 | $3,164,038 |
| ING | $2,246,729 | $1,977,122 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MATERIALS & CONTRACTS | $45,384 | $0 | $0 | $45,384 |
| ADVERTISING & PROMOTION | $27,718 | $0 | $0 | $27,718 |
| DUES & SUBSCRIPTIONS | $26,420 | $0 | $0 | $26,420 |
| OFFICE EXPENSES | $5,560 | $1,040 | $0 | $4,520 |
| INSURANCE | $2,718 | $1,359 | $0 | $1,359 |
| MEALS & ENTERTAINMENT | $19 | $0 | $0 | $19 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE DEPOSITS | Desc |
| BOY Book Value | $3,000 | BOYBookValueAmt |
| EOY Book Value | $3,000 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFT ORLANDO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $3,100,000 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2015-05 | NoteDt |
| Loan Maturity | 2021-06 | LoanMaturityDt |
| Repayment Terms | OVER THREE YEAR PERIOD | RepaymentTermsTxt |
| Interest | 1. | InterestRt |
| Security Provided Borrower | LAND | SecurityProvidedBorrowerTxt |
| Loan Purpose | REDUCE HOUSING INEQUITY | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARCHITECTURAL FEE | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $61,369 | $0 | $0 | $0 |
| TAXES - LICENSES | $2,325 | $2,325 | $0 | $0 |