THE DR P PHILLIPS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE DR P PHILLIPS FOUNDATION (EIN 59-6135403)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-14
- IRS object ID
- 202241049349101019
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees 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 | 2022-04-14T15:21:54-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | 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 | 450 S Orange Ave Suite 550 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | 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 | 2022-04-15 | 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 | 4078416930 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $60,799,738 | 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 | $85 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $604,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $604,522 | 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 | $3,812,247 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,888,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,812,247 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,178 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,178 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,421,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,421,132 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,875 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $855 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $855 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,940 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,410 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $611 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,860 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,860 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147,485 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,670 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $145,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $166,160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,822,264 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,822,264 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,016,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,988,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,404,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,415,056 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $954,420 | CashBOYAmt |
| Cash EOY | $942,960 | CashEOYAmt |
| Cash EOYFMV | $942,960 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $326,542 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,977 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $381,569 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $981,322 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $381,569 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $381,569 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,120 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,784 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,784 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $33,590,528 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,089,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,359,508 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,968,940 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $8,768,940 | LandBOYAmt |
| Land EOY | $8,968,940 | LandEOYAmt |
| Land EOYFMV | $8,968,940 | LandEOYFMVAmt |
| Total Assets BOY | $44,627,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,529,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,799,738 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,676 | AccountsPayableBOYAmt |
| Grants Payable BOY | $500,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $3,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $505,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $44,122,196 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,526,964 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,122,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,526,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,627,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,529,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,122,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,404,768 | ExcessRevenueOverExpensesAmt |
| Subtotal | $45,526,964 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $45,526,964 | 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 | $9,888,894 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,076,647 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,812,247 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,812,247 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,812,247 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,369 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $61,369 | SubtotalAmt |
| Tax Based On Investment Income | $61,369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,040 | EsPenaltyAmt |
| Tax Due | $37,409 | TaxDueAmt |
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 | CHARIMAN/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 | $14,956 | Expenses1Amt |
| Description2 | SEE FEDERAL FOOTNOTES | Description2Txt |
| Expenses2 | $80,258 | Expenses2Amt |
| Description3 | SEE FEDERAL FOOTNOTES | Description3Txt |
| Expenses3 | $30,040 | 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 | $45,349,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $767,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,117,847 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,117,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,578,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,539,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,226,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,226,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,369 | TotalTaxAmt |
| Distributable Before Adj | $2,165,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $599,753 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,765,346 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,765,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,988,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $200,000 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,188,424 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,188,424 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,765,346 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $14,824 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,682 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,506 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,188,424 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,765,346 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $423,078 | RemainingDistriFromCorpusAmt |
| Total Corpus | $445,584 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $445,584 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,824 | ExcessFromYear2Amt |
| Excess From Year1 | $7,682 | ExcessFromYear1Amt |
| Excess From Current Year | $423,078 | ExcessFromCurrentYearAmt |
| 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 (75 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 - EDUCATION | $759,000 | |
| ALBIN POLASEK MUSEUM | ||||||||
| 633 OSCEOLA AVE | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - ARTS | $2,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 3380 CHASTAIN MEADOWS PKWY NW | KENNESAW | GA | 30144 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $264 | STE 200 |
| ANNIKA FOUNDATION INC | ||||||||
| 1257 WORCHESTER RD | FRAMINGHAM | MA | 01701 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $10,000 | 254 |
| ARNOLD & WINNIE PALMER FOUNDATION | ||||||||
| 9000 BAY HILL BLVD | ORLANDO | FL | 32819 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $10,000 | |
| BABY DJ INC | ||||||||
| 2500 MAITLAND CENTER PKWY | MAITLAND | FL | 32751 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $12,500 | STE 401 |
| BEST BUDDIES INTERNATIONAL INC | ||||||||
| 100 SE 2ND ST | MIAMI | FL | 33131 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $30,000 | STE 2200 |
| BLESSINGS IN A BACKPACK INC | ||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $41,000 | |
| BOGGY CREEK GANG THE | ||||||||
| 30500 BRANTLEY BRANCH RD | EUSTIS | FL | 32736 | NONE | PC | PROGRAM SUPPORT - YOUTH | $1,000 | |
| BOY SCOUTS OF AMERICA CENTRAL FL COUNCIL | ||||||||
| 1951 S ORANGE BLOSSON TRL | APOPKA | FL | 32703 | NONE | PC | PROGRAM SUPPORT - YOUTH | $10,000 | STE 102 |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | PROGRAM SUPPORT - PRIVATE PROPERTY RIGHTS | $20,000 | |
| CATHOLIC CHARITIES | ||||||||
| 2050 BALLENGER AVE | ALEXANDRIA | VA | 22314 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | STE 400 |
| CELEBRATION FOUNDATION INC | ||||||||
| 610 SYCAMORE ST | CELEBRATION | FL | 34747 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | STE 110 |
| CHILDRENS HOME SOCIETY | ||||||||
| 5766 S SEMORAN BLVD | ORLANDO | FL | 32822 | NONE | PC | PROGRAM SUPPORT - YOUTH | $75,000 | |
| CHRISTIAN SERVICE CENTER | ||||||||
| 808 W CENTRAL BLVD | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| CITY OF WINTER PARK FLORIDA | ||||||||
| 401 S PARK AVE | WINTER PARK | FL | 32789 | NONE | GOV | PROGRAM SUPPORT - YOUTH | $500 | |
| COALITION FOR THE HOMELESS OF CENTRAL FL INC | ||||||||
| PO BOX 3467 | ORLANDO | FL | 328023467 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $21,000 | |
| CONDUCTIVE EDUCATION CENTER OF ORLANDO | ||||||||
| 931 S SEMORAN BLVD | WINTER PARK | FL | 32792 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $1,000 | STE 220 |
| DIOCESAN COUNCIL OF ORLANDO | ||||||||
| 770 S ORANGE BLOSSOM TRL | APOPKA | FL | 32703 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| DR PHILLIPS LITTLE LEAGUE | ||||||||
| 8100 WALLACE RD | ORLANDO | FL | 32819 | NONE | PC | PROGRAM SUPPORT - YOUTH | $7,500 | |
| EDGEWOOD CHILDRENS RANCH INC | ||||||||
| 1451 EDGEWOOD RANCH RD | ORLANDO | FL | 32835 | NONE | PC | PROGRAM SUPPORT - YOUTH | $14,500 | |
| ENTREPRENEURS ALLIANCE OF ORLANDO | ||||||||
| 1030 N ORANGE AVE | ORLANDO | FL | 328011022 | NONE | PC | PROGRAM SUPPORT - ENTREPRENEURSHIP | $20,000 | |
| FELLOWSHIP OF FAITH MINISTRY | ||||||||
| PO BOX 560484 | ORLANDO | FL | 32856 | NONE | PC | PROGRAM SUPPORT - YOUTH | $5,000 | |
| FIRST PRESBYTERIAN CHURCH OF ORLANDO | ||||||||
| 106 E CHURCH ST | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| FLORIDA CITRUS SPORTS ASSOCIATION INC | ||||||||
| 1 CITRUS BOWL PL | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - YOUTH | $1,000 | |
| FOLDS OF HONOR FOUNDATION | ||||||||
| 8551 N 125TH E AVE | OWASSO | OK | 74055 | NONE | PC | PROGRAM SUPPORT - YOUTH | $2,500 | STE 100 |
| FOUNDATION FOR FOSTER CHILDREN | ||||||||
| 2265 LEE RD | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $50,000 | STE 203 |
| FREEDOM RIDE INC | ||||||||
| 1905 LEE RD | ORLANDO | FL | 32810 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | |
| FRIENDS OF CHILDREN AND FAMILIES | ||||||||
| 11875 HIGH TECH AVE | ORLANDO | FL | 32817 | NONE | PC | PROGRAM SUPPORT - YOUTH | $20,000 | 200 |
| HARBOR HOUSE OF CENTRAL FLORIDA | ||||||||
| PO BOX 680748 | ORLANDO | FL | 32868 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| IDIGNITY INC | ||||||||
| 424 E CENTRAL BLVD | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $35,000 | STE 199 |
| JACK & LEE ROSEN JEWISH COMMUNITY CENTER | ||||||||
| 11184 S APOPKA VINELAND RD | ORLANDO | FL | 32836 | NONE | PC | PROGRAM SUPPORT - YOUTH | $5,000 | |
| JEWISH FAMILY SERVICES OF GREATER ORLANDO | ||||||||
| 2100 LEE RD | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $50,000 | |
| JIMMY CRABTREE CANCER FUND INC | ||||||||
| PO BOX 770446 | WINTER GARDEN | FL | 347770046 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| LEGAL AID SOCIETY OF THE ORANGE CTY BAR ASSN | ||||||||
| 100 E ROBINSON ST | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $70,000 | |
| LGBT CENTER ORLANDO INC | ||||||||
| 946 N MILLS AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| LIFE CONCEPTS INC | ||||||||
| 500 E COLONIAL DR | ORLANDO | FL | 328034504 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $30,000 | |
| LIFEWORK LEADERSHIP ORLANDO INC | ||||||||
| 1220 E CONCORD ST | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $2,500 | |
| LIFT ORLANDO INC | ||||||||
| 2043 JACOBS PL | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $500,000 | |
| LOOK FOR THE GOOD PROJECT INC | ||||||||
| 30 REALTY DR | CHESHIRE | CT | 06410 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $2,000 | |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||||
| 140 W MAIN ST | MIDLAND | MI | 48640 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| MAKER EFFECT FOUNDATION THE | ||||||||
| 8600 COMMODITY CIR | ORLANDO | FL | 32819 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $2,500 | 158 |
| MICHELEE PUPPETS INC | ||||||||
| 4420 PARKWAY COMMERCE BLVD | ORLANDO | FL | 32808 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| MORNING STAR SCHOOL | ||||||||
| 725 MICKLER RD | JACKSONVILLE | FL | 32211 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $10,000 | |
| NAMIGO | ||||||||
| 300 CROWN OAK CENTRE DR | LONGWOOD | FL | 32750 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $500 | |
| NATIONAL KIDNEY FOUNDATION OF FL | ||||||||
| 5756 S SEMORAN BLVD | ORLANDO | FL | 32822 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $2,500 | |
| NEW IMAGE YOUTH CENTER | ||||||||
| 212 S PARRAMORE AVE | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - YOUTH | $1,000 | |
| NORTHLAND CHURCH | ||||||||
| 522 DOG TRACK RD | LONGWOOD | FL | 32750 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| OPERA ORLANDO INC | ||||||||
| PO BOX 533974 | ORLANDO | FL | 32853 | NONE | PC | PROGRAM SUPPORT - ARTS | $10,000 | |
| ORANGE COUNTY SHERIFF'S OFFICE | ||||||||
| PO BOX 1440 | ORLANDO | FL | 328021440 | NONE | GOV | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| ORLANDO UNION RESCUE MISSION | ||||||||
| 1521 W WASHINGTON ST | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $3,000 | |
| ORLANDO BALLET INC | ||||||||
| 600 N LAKE FORMOSA DR | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $255,000 | |
| ORLANDO DAY NURSERY | ||||||||
| 626 LAKE DOT CIR | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| ORLANDO MUSEUM OF ART INC | ||||||||
| 2416 N MILS AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $37,500 | |
| ORLANDO NEIGHBORHOOD IMPROVEMENT CORPORATION | ||||||||
| 101 S TERRY AVE | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $20,000 | |
| ORLANDO PHILHARMONIC ORCHESTRA INC (THE) | ||||||||
| 425 N BUMBY AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $75,000 | |
| ORLANDO REPERTORY THEATRE INC | ||||||||
| 10010 E PRINCETON ST | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $15,000 | |
| ORLANDO SHAKESPEARE THEATER INC | ||||||||
| 812 E ROLLINS ST | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS | $5,000 | STE 100 |
| ORLANDO SPORTS FOUNDATION INC | ||||||||
| 121 S ORANGE AVE | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - YOUTH | $4,000 | STE 1500 |
| OSCEOLA COUNTY COUNCIL ON AGING INC | ||||||||
| 1 COURTHOUSE SQUARE | KISSIMMEE | FL | 34741 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | STE 4700 |
| PARKINSON ASSOCIATION OF CENTRAL FLORIDA | ||||||||
| PO BOX 3337 | WINTER PARK | FL | 327903337 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| PET ALLIANCE OF GREATER ORLANDO INC | ||||||||
| 2727 CONROY RD | ORLANDO | FL | 32839 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $6,000 | |
| SALVATION ARMY (THE) | ||||||||
| 416 W COLONIAL DR | ORLANDO | FL | 32804 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $110,000 | |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC | ||||||||
| 411 MERCY DR | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $21,000 | |
| SENIORS FIRST INC | ||||||||
| 5395 L B MCLEOD RD | ORLANDO | FL | 32811 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $50,000 | |
| ST MARGARET MARY CHURCH | ||||||||
| 526 N PARK AVE | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| ST PAUL'S CATHEDRAL | ||||||||
| 317 MULLALLY ST | DAYTONA BEACH | FL | 32114 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| SUNSYSTEM DEVELOPMENT CORP | ||||||||
| 550 E ROLLINS ST | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $16,000 | 6TH FLR |
| SUZERAIN | ||||||||
| 105 GRIST MILL CT | LEXINGTON | SC | 29072 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| UNITED CEREBRAL PALSY OF CENTRAL FLORIDA INC | ||||||||
| 4780 DATA CT | ORLANDO | FL | 32817 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $250,000 | |
| WSHINGTON SHORES PRESBYTERIAN CHURCH | ||||||||
| 3600 ROGERS DR | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| WELBOURNE AVENUE NURSERY AND PRESCHOOL | ||||||||
| 450 WELBOURNE AVE | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| WINTER PARK DAY NURSERY INC | ||||||||
| 741 S PENNSYLVANIA AVE | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| YOUNG SURVIVAL COALITION INC | ||||||||
| 80 BROAD ST | NEW YORK | NY | 10004 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $1,000 | STE 1700 |
| YOUNG VOICES | ||||||||
| 655 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM SUPPORT - YOUTH | $5,000 | STE 800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,822,264 | 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 | $85 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $604,522 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,812,247 | 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 | $4,421,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,421,132 | 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 | $7,350 | Amt |
| Net Investment Income | $2,940 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,410 | 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 5/31/2017 $778,551 FYE 5/31/2018 $1,786,600 FYE 5/31/2019 $1,996,844 FYE 5/31/2020 $2,009,374 FYE 5/31/2021 $2,198,654 AVERAGE $1,754,005 CASH DEEMED HELD FOR CHARITABLE ACTIVITIES 90% OF AVERAGE $1,578,604 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL GROWTH | $2,857,565 | $4,886,652 |
| LARGE CAP VALUE | $1,832,218 | $2,707,589 |
| MID-CAP INDEX | $355,855 | $1,424,472 |
| LARGE CAP GROWTH | $717,706 | $2,787,453 |
| INTERNATIONAL STOCK | $1,852,228 | $2,412,660 |
| INTL EQTY - EM LOW VOLATILITY | $384,941 | $442,827 |
| INTL EQTY - LOW VOLATILITY | $1,584,908 | $1,856,502 |
| SMALL CAP VALUE | $938,913 | $1,782,156 |
| SMALL CAP GROWTH | $1,222,200 | $1,643,907 |
| FIXED INCOME - DODGE & COX | $8,321,019 | $8,682,080 |
| S&P 500 | $6,121,142 | $11,425,760 |
| INTERNATIONAL VALUE | $3,383,413 | $4,651,188 |
| GLOBAL - FIXED | $3,344,095 | $3,647,857 |
| ING | $2,173,531 | $2,008,405 |
| INTERNATIONAL EQUITY VALUE | ||
| INTERNATIONAL EQUITY |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HASSON LAW GROUP | CategoryTxt |
| Legal Fees | $855 | LegalFeesAmt |
| Net Investment Income | $855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $61,726 | $0 | $0 | $61,726 |
| DUES & SUBSCRIPTIONS | $52,845 | $0 | $0 | $52,845 |
| OFFICE EXPENSES | $16,735 | $133 | $0 | $16,602 |
| ADVERTISING & PROMOTION | $11,535 | $0 | $0 | $11,535 |
| INSURANCE | $3,074 | $1,537 | $0 | $1,537 |
| MEALS & ENTERTAINMENT | $1,570 | $0 | $0 | $1,570 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $4,178 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,178 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
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 | MORTGAGE RECEIVABLE | InsiderRelationshipTxt |
| Loan Original | $3,100,000 | LoanOriginalAmt |
| Balance Due | $381,569 | 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 IN HISTORICALLY AFRICAN | LoanPurposeTxt |
| Lender Consideration | (PURPOSE OF LOAN CONT'D-AMERICAN NEIGHBORHOOD) LNS | LenderConsiderationDesc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARCHITECTURAL FEE | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $21,864 | $0 | $0 | $0 |
| TAXES - LICENSES | $611 | $611 | $0 | $0 |