STRATEGY STUDIO / PUBLIC DATA EXPLORER

SYMONDS FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SYMONDS FAMILY FOUNDATION INC (EIN 36-7380980)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-07
IRS object ID
202221889349100727
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-07T16:38:19-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134297440PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA A HENSON CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11166 CARMEL CIRCLE APT 220AddressLine1Txt
CityCasselberryCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32707ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367380980EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SYMONDS FAMILY FDN 4025894681BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSYMOBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12021 PALM LANEAddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM E ROGERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4077974953PhoneNum
Signature2022-06-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastROGERSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA A HENSONPreparerPersonNm
PTINP00071096PTIN
Phone4076733450PhoneNum
Preparation2022-07-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,338,304FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$97,633DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,633DividendsNetInvstIncmAmt
Total Rev And Expnss$97,633TotalRevAndExpnssAmt
Total Net Invst Incm$97,633TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$26,195OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$26,195OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$36TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$36TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$9,434TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$9,434TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,665TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$35,665TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,665TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,665TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,968ExcessRevenueOverExpensesAmt
Net Investment Income$97,633NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$145,911CashBOYAmt
Cash EOY$32,729CashEOYAmt
Cash EOYFMV$32,729CashEOYFMVAmt
Corporate Stock BOY$712,561CorporateStockBOYAmt
Corporate Stock EOY$857,139CorporateStockEOYAmt
Corporate Stock EOYFMV$1,305,575CorporateStockEOYFMVAmt
Total Assets BOY$858,472TotalAssetsBOYAmt
Total Assets EOY$889,868TotalAssetsEOYAmt
Total Assets EOYFMV$1,338,304TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$858,472RetainedEarningBOYAmt
Retained Earning EOY$889,868RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$858,472TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$889,868TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$858,472TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$889,868TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$858,472TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,968ExcessRevenueOverExpensesAmt
Other Increases$17,428OtherIncreasesAmt
Subtotal$889,868SubtotalAmt
Tot Net Ast Or Fund Balances EOY$889,868TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,357InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,357SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,357TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$232EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$232TotalPaymentsAndCreditsAmt
Tax Due$1,125TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksWILLIAM E ROGERSIndividualWithBooksNm
Phone4078946529PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12021 PALM LANEAddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32803ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM E ROGERS
2021 PALM LANEORLANDOFL32803PRESIDENTTREASURER1.00$0$0$0
JAMES ROGERS
358 HUDSON STREDWOOD CITYCA94062VP0.00$0$0$0
LOUISE FRENCH
1927 GREEN MEADOW LANEORLANDOFL32825SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CENTRAL COAST YOUTH CHORUSDescription1Txt
Expenses1$10,000Expenses1Amt
Description2SAMARITAN VILLAGE LLCDescription2Txt
Expenses2$10,000Expenses2Amt
Description3WINTER PARK HIGH SCHOOLDescription3Txt
Expenses3$8,000Expenses3Amt
Description4LARRY MCFADDEN MINISTRIES INCDescription4Txt
Expenses4$8,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,222,181AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$89,056AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,311,237TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,311,237AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,669CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,291,568NetVlNoncharitableAssetsAmt
Minimum Investment Return$64,578MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$64,578MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,357TaxBasedOnInvestmentIncomeAmt
Total Tax$1,357TotalTaxAmt
Distributable Before Adj$63,221DistributableBeforeAdjAmt
Distributable Before Ded$63,221DistributableBeforeDedAmt
Distributable As Adjusted$63,221DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,665ExpensesAndContributionsAmt
Qualifying Distributions$83,665QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$63,221DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$3,114ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$3,114TotalExcessDistributionCyovAmt
Qualifying Distributions$83,665QualifyingDistributionsAmt
Applied To Current Year$63,221AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,444RemainingDistriFromCorpusAmt
Total Corpus$23,558TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$23,558ExcessDistriCyovToNextYrAmt
Excess From Year2$3,114ExcessFromYear2Amt
Excess From Current Year$20,444ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTRAL COAST YOUTH CHORUS
PO BOX 15757San Luis ObispoCA93406NONEPCMUSIC PROGRAM$10,000
OUR LADY OF MT CARMEL CHURCH
300 FULTON STREETRedwood CityCA94062NONEPCMUSIC MINISTRY$2,000
OUR LADY OF MT CARMEL SCHOOL
300 FULTON STREETRedwood CityCA94062NONEPCMUSIC PROGRAM$2,000
WINTER PARK HS CHORUS
2100 SUMMERFIELD RDWinter ParkFL32792NONEPCMUSIC DEPARTMENT$5,000
WINTER PARK HS FOUNDATION
2100 SUMMERFIELD RDWinter ParkFL32792NONEPCTYLER RUSH MEM FUNDMUSIC DEPARTMENT$3,000
SAMARITAN VILLAGE INC
PO BOX 149599OrlandoFL32814NONEPCFALL FUNDRAISER$10,000
LARRY MCFADDEN MINISTRIES
PO BOX 783516Winter GardenFL34778NONEPCOUTREACH MINISTRY$8,000
SAT7
PO BOX 149599EastonMD21601NONEPCBROADCASTING$1,000
GULF JAZZ SOCIETY
PO BOX 1535Panama CityFL32402NONEPCEDUCATIONAL SCHOLARSHIP FUNDI$2,000
JINK MIDDLE SCHOOL
600 W 11TH STREETPanama CityFL32401NONEPCTUBA & MARCHING BANNER$3,000
FIRST STAR ACADEMY PGM
2049 CENTURY PARK EAST STE 4320Los AngelesCA90006NONEPCUCF ACADEMY$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$97,633RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$97,633RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$97,633TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS STOCKSStockNm
EOY Book Value$857,139EOYBookValueAmt
EOYFMV$1,305,575EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE ADJUSTMENTDesc
Amt$17,428Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE EXPENSE$14,127$0$0$14,127
INVESTMENT FEES$12,068$0$0$12,068

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAID ON INVESTMENTCategoryTxt
Amt$36Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$36DisbursementsCharitablePrpsAmt