HEART OF FLORIDA EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEART OF FLORIDA EDUCATIONAL FOUNDATION INC (EIN 59-6159367)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-02-03
- IRS object ID
- 202240349349100604
- Schema version
- 2020v4.0
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-03T09:12:06-08:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | 2020-10-01 | 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 | 8632974450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W Central Avenue | AddressLine1Txt |
| City | Lake Wales | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33853 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert E Dodd | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2022-01-31 | 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 | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $753,512 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $19,486 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,486 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,486 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,539 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $16 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $34,036 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,036 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,513 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,549 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,549 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $594 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $212 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,575 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,575 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,575 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,682 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,513 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,102 | CashBOYAmt |
| Cash EOY | $26,000 | CashEOYAmt |
| Cash EOYFMV | $26,000 | 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 | $860 | AcctRcvblAmt |
| Acct Rcvbl EOY | $860 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,242 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $607,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $594,775 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $724,271 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $628,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $623,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $753,512 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $225 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $225 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $628,316 | RetainedEarningBOYAmt |
| Retained Earning EOY | $623,634 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $628,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $623,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $628,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $623,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $628,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,682 | ExcessRevenueOverExpensesAmt |
| Subtotal | $623,634 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $623,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Honeywell Intl | P | 2018-10-18 | 2020-12-18 | $2,911 | $2,211 | $700 | $700 |
| Apple Inc | P | 2018-10-18 | 2020-12-18 | $1,266 | $191 | $1,075 | $1,075 |
| Colgate Palmolive | P | 2018-10-18 | 2020-12-18 | $1,706 | $1,068 | $638 | $638 |
| Paychex | P | 2018-10-18 | 2020-12-18 | $1,451 | $886 | $565 | $565 |
| Procter & Gamble | P | 2018-10-18 | 2020-12-18 | $1,379 | $726 | $653 | $653 |
| Starbucks | P | 2018-10-18 | 2020-12-18 | $2,063 | $1,077 | $986 | $986 |
| Telus Corporation | P | 2018-10-18 | 2020-12-18 | $397 | $383 | $14 | $14 |
| Texas Instruments | P | 2018-10-18 | 2020-12-18 | $1,635 | $1,104 | $531 | $531 |
| Consolidated Edison | P | 2018-10-18 | 2021-01-08 | $3,553 | $3,832 | -$279 | -$279 |
| Coca Coka | P | 2018-10-18 | 2021-01-08 | $8,374 | $7,558 | $816 | $816 |
| Colgate Palmolive | P | 2018-10-18 | 2021-01-08 | $9,498 | $6,811 | $2,687 | $2,687 |
| Quest Diagnostics | P | 2018-10-18 | 2021-01-08 | $9,442 | $5,789 | $3,653 | $3,653 |
| Cisco Systems | P | 2018-10-18 | 2021-05-25 | $534 | $305 | $229 | $229 |
| Goldman Sachs Group | P | 2018-10-18 | 2021-05-25 | $1,490 | $948 | $542 | $542 |
| Illinois Tool Works | P | 2018-10-18 | 2021-05-25 | $931 | $516 | $415 | $415 |
| Medtronic | P | 2018-10-18 | 2021-05-25 | $645 | $402 | $243 | $243 |
| Nucor Corp | P | 2018-10-18 | 2021-05-25 | $3,104 | $1,665 | $1,439 | $1,439 |
| Telus Corporation | P | 2018-10-18 | 2021-05-25 | $665 | $575 | $90 | $90 |
| Texas Instruments | P | 2018-10-18 | 2021-05-25 | $944 | $552 | $392 | $392 |
| Visa Inc | P | 2018-10-18 | 2021-05-25 | $1,149 | $826 | $323 | $323 |
| Organon & Co | P | 2018-10-18 | 2021-06-08 | $15 | $15 | $15 | |
| DT Midstream | P | 2018-10-18 | 2021-08-17 | $793 | $660 | $133 | $133 |
| Organon & Co | P | 2018-10-18 | 2021-08-17 | $354 | $390 | -$36 | -$36 |
| Capital gain | P | 2018-10-18 | 2020-12-31 | $314 | $314 | $314 | |
| Capital gain - ST | P | 2021-01-01 | 2021-01-31 | $16 | $16 | $16 | |
| Wells Fargo 5.7 | P | 2018-10-18 | 2020-10-30 | $2,108 | $2,108 | $2,108 | |
| Wells Fargo 5.7 | P | 2018-10-18 | 2020-10-30 | $2,075 | $2,075 | $2,075 | |
| Wells Fargo 5.7 | P | 2018-10-18 | 2020-11-04 | $2,105 | $8,504 | -$6,399 | -$6,399 |
| Wells Fargo 5.7 | P | 2018-10-18 | 2020-11-04 | $2,081 | $2,081 | $2,081 | |
| US Bancorp 5.15 | P | 2018-10-18 | 2020-11-19 | $1,026 | $1,026 | $1,026 | |
| US Bancorp 5.15 | P | 2018-10-18 | 2020-11-19 | $1,206 | $1,206 | $1,206 | |
| US Bancorp 5.15 | P | 2018-10-18 | 2020-11-23 | $1,205 | $8,129 | -$6,924 | -$6,924 |
| US Bancorp 5.15 | P | 2018-10-18 | 2020-11-23 | $1,359 | $1,359 | $1,359 | |
| US Bancorp 5.15 | P | 2018-10-18 | 2020-11-24 | $974 | $974 | $974 | |
| US Bancorp 5.15 | P | 2018-10-18 | 2020-12-01 | $818 | $818 | $818 | |
| US Bancorp 5.15 | P | 2018-10-18 | 2020-12-18 | $817 | $817 | $817 | |
| Bank of America 6.2 | P | 2018-10-18 | 2020-12-18 | $2,538 | $2,671 | -$133 | -$133 |
| Citigroup 6.3 | P | 2018-10-18 | 2020-12-18 | $2,573 | $2,668 | -$95 | -$95 |
| US Bancorp 5.15 | P | 2018-10-18 | 2020-12-18 | $785 | $785 | $785 | |
| Vanguard Intermediate Term Corporate Bon | P | 2018-10-18 | 2020-12-29 | $6 | $6 | $6 | |
| Bank of America 6.2 | P | 2018-10-18 | 2021-01-29 | $5,750 | $6,044 | -$294 | -$294 |
| Citigroup 6.3 | P | 2018-10-18 | 2021-02-12 | $5,700 | $6,023 | -$323 | -$323 |
| Truist Financial Corp | P | 2018-10-18 | 2021-05-25 | $3,747 | $4,018 | -$271 | -$271 |
| Jpmorgan Chase 6.1 | P | 2018-10-18 | 2021-06-01 | $7,975 | $8,254 | -$279 | -$279 |
| Truist Financial Corp | P | 2018-10-18 | 2021-06-01 | $4,250 | $4,508 | -$258 | -$258 |
| DT Midstream Inc | P | 2018-10-18 | 2021-08-17 | $626 | $520 | $106 | $106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,539 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $382 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $382 | SubtotalAmt |
| Tax Based On Investment Income | $382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $498 | OverpaymentAmt |
| Applied To ES Tax | $498 | 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 | 8632974450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W Central Avenue | AddressLine1Txt |
| City | Lake Wales | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33853 | 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 (11 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 |
| Dennis Broadaway | ||||||
| PO Box 337 | Haines City | FL | 33845 | Secretary | 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 | $29,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $715,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $743,063 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $743,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $731,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $382 | TotalTaxAmt |
| Distributable Before Adj | $36,214 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,214 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,214 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,336 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,336 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $38,336 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,214 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,100 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $42,003 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,482 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,848 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $138,536 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,336 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,122 | RemainingDistriFromCorpusAmt |
| Total Corpus | $140,658 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,100 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $112,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,003 | ExcessFromYear4Amt |
| Excess From Year3 | $33,103 | ExcessFromYear3Amt |
| Excess From Year2 | $23,482 | ExcessFromYear2Amt |
| Excess From Year1 | $11,848 | ExcessFromYear1Amt |
| Excess From Current Year | $2,122 | ExcessFromCurrentYearAmt |
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 | 300 W Central Avenue | AddressLine1Txt |
| City | Lake Wales | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33853 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8632974450 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Florida Atlantic University | ||||||
| 777 Glades Road | Boca Raton | FL | 33431 | NA | Scholarship | $1,000 |
| Florida A M University | ||||||
| 1601 S Martin Luther King | Tallahassee | FL | 32307 | NA | Scholarship | $1,000 |
| Devry University | ||||||
| 7352 Greenbriar Pkwy | Orlando | FL | 32819 | Scholarship | $1,000 | |
| 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 | |
| Georgia Institute of Technology | ||||||
| North Avenue | Atlanta | GA | 30332 | Scholarship | $2,000 | |
| Nova Southeastern University | ||||||
| 3301 College Ave | Ft Lauderdale | FL | 33314 | Scholarship | $1,000 | |
| Polk State College | ||||||
| 999 Avenue H NE | Winter Haven | FL | 33881 | Scholarship | $1,000 | |
| 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 | $6,000 | |
| Valencia Community COllege | ||||||
| 1800 S Kirkman Rd | Orlando | FL | 32811 | Scholarship | $1,000 | |
| Warner University | ||||||
| 13895 US 27 | Lake Wales | FL | 33859 | Scholarship | $4,000 | |
| Webber University | ||||||
| 1201 N Senic Hwy | Babson Park | FL | 33827 | Scholarship | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,486 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,539 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,036 | 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 (2 entries)
| Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | CategoryCategoryTxt | AmtAmt |
|---|---|---|---|---|
| $0 | $0 | $2,549 | ||
| $0 | $0 | $0 | 54 | $2,549 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $594,775 | BookValueAmt |
| EOYFMV | $724,271 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advisory fee | Desc |
| Revenue And Expenses Per Books | $6,575 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,575 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| 12 | $212 | $212 |
| Income tax | $382 |