A P PHILLIPS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- A P PHILLIPS FOUNDATION INC (EIN 59-6165157)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-08
- IRS object ID
- 202100399349100255
- Schema version
- 2019v5.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-08T10:31:19-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593096580 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER HYATT HOMRICH & ZOKVIC PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2203 EAST MICHIGAN STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328064944 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596165157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AP PHILLIPS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APPH | BusinessNameControlTxt |
| Phone | 4078944796 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 560126 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328560126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLA ADAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4078944796 | PhoneNum |
| Signature | 2021-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J ALDEN BAKER CPA | PreparerPersonNm |
| PTIN | P00599377 | PTIN |
| Phone | 4074255200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,417,421 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $73 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,648 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $292,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,110 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,003 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,003 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $135,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,834 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,910 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $59,741 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,169 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,903 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,942 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,961 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,076 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,825 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,059 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,222 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $675 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $130,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $290,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $198,109 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,651 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,996 | CashBOYAmt |
| Cash EOY | $92,970 | CashEOYAmt |
| Cash EOYFMV | $92,970 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,489 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,645 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,101,582 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,018,454 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,310,806 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $130,664 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,612 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,279,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,125,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,417,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,279,731 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,125,069 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,279,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,125,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,279,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,125,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,279,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,125,069 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,125,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $291,488 | $286,259 | $5,229 | $5,229 |
| CAPITAL GAINS DIVIDENDS | P | $881 | $881 | $881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,110 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $191,546 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,495,214 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076765 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $193,856 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,659,622 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072889 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $196,863 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,629,851 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074857 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,473 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,646,718 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072721 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $210,556 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,094,415 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068044 | DistributionYr5Rt |
| Total Distribution | 0.365276 | TotalDistributionRt |
| Average Distribution | 0.073055 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,395,648 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $175,014 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $657 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $175,671 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $198,109 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $657 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $657 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $657 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,262 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,262 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,605 | OverpaymentAmt |
| Applied To ES Tax | $2,605 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAKERHYATTHOMRICH ZOKVIC PA | IndividualWithBooksNm |
| Phone | 4074255200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2203 EAST MICHIGAN STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CARLA W ADAMS | ||||||||
| 3021 GREENMOUNT ROAD | ORLANDO | FL | 32806 | PRESIDENT | 35.00 | $76,910 | $0 | $0 |
| THOMAS L ADAMS | ||||||||
| 3021 GREENMOUNT ROAD | ORLANDO | FL | 32806 | TREASURER | 4.00 | $5,000 | $0 | $0 |
| HARVEY H HARPER IV | ||||||||
| 3337 FLORENE DR | ORLANDO | FL | 32806 | VICE-PRESIDENT | 4.00 | $5,000 | $0 | $0 |
| KIMBERLY M HARPER | ||||||||
| 3337 FLORENE DR | ORLANDO | FL | 32806 | SECRETARY | 4.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,315,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,432,130 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,432,130 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,395,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $657 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $657 | TotalTaxAmt |
| Distributable Before Adj | $119,125 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $119,125 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $119,125 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $198,109 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $198,109 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $657 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $197,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,125 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,905 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,465 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,742 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,131 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $314,974 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $198,109 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,984 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $393,958 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $58,905 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $335,053 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,465 | ExcessFromYear4Amt |
| Excess From Year3 | $65,742 | ExcessFromYear3Amt |
| Excess From Year2 | $61,131 | ExcessFromYear2Amt |
| Excess From Year1 | $68,731 | ExcessFromYear1Amt |
| Excess From Current Year | $78,984 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CARLA ADAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 560126 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32856 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4078944796 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT NAME, PUBLIC CHARITY STATUS- I.E. SECTION 509(A)(2)(OR SIMILAR STATUS) DETERMINATION LETTER, ORGANIZATIONS' PURPOSE AND DIRECT NEED/PLANNED USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY 501(C)(3) (OR SIMILAR NON-PROFIT STATUS) ORGANIZATIONS FOCUSED ON EDUCATION, HEALTH AND YOUTH PROGRAMS WILL BE CONSIDERED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CF BAMBINO BUDDY BALL INC | |||||||
| 846 BAYBREEZE LANE | ALTAMONTE SPRINGS | FL | 32714 | NONE | PC | TO SUPPORT BASEBALL PROGRAM THAT SERVES SPECIAL NEEDS PLAYERS. | $12,000 |
| FREEDOM RIDE INC | |||||||
| 1905 LEE ROAD | ORLANDO | FL | 32810 | NONE | PC | TO SUPPORT THERAPEUTIC HORSEBACK RIDING PROGRAM FOR INDIVIDUALS WITH DISABILITIES. | $34,000 |
| GIRL SCOUTS OF CITRUS COUNCIL INC | |||||||
| 341 N MILLS AVE | ORLANDO | FL | 32804 | NONE | PC | TO FUND MAINTENANCE OF GIRL SCOUT HOUSE AND PROGRAM AND MEMBERSHIP COST FOR 20 GIRLS TO ATTEND SUMMER DAY CAMP. | $7,000 |
| PRIMROSE CENTER INC | |||||||
| 2733 S FERNCREEK AVE | ORLANDO | FL | 32806 | NONE | PC | TO SUPPORT PROGRAM OFFERING HANDS-ON TRAINING AND SUPPORT TO ADULTS WITH DEVELOPMENTAL DISABILITIES. | $12,000 |
| RUSSELL HOME FOR ATYPICAL CHILDREN INC | |||||||
| 510 HOLDEN AVE | ORLANDO | FL | 32839 | NONE | PC | TO SUPPORT THE HOUSING AND CARE OF SPECIAL NEEDS CHILDREN & ADULTS. | $50,000 |
| SERVANTS HEART INTERNATIONAL MINISTRY INC | |||||||
| 6109 ANNO AVE | ORLANDO | FL | 32809 | NONE | PC | TO SUPPORT FOOD PANTRY AND SERVING SINGLE MOMS, THEIR CHILDREN AND SENIORS. | $20,000 |
| SOUTH ORLANDO SOCCER CLUB INC | |||||||
| 4409 HOFFNER AVE 122 | ORLANDO | FL | 32812 | NONE | PC | FOR THE BENEFIT OF YOUTH ATHLETICS. TO HELP DEFRAY THE COSTS OF EQUIPMENT AND TOURNAMENT FEES. | $10,000 |
| FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS INC | |||||||
| 445 W AMELIA ST | ORLANDO | FL | 32801 | NONE | PC | TO SUPPORT PERSHING SCHOOL,AN ORANGE COUNTY PUBLIC SCHOOL, STUDENT DRAMA PROGRAM AND MEDIA CENTER. | $13,000 |
| PRISON BOOK PROJECT | |||||||
| PO BOX 1146 | SHARPES | FL | 32959 | NONE | PC | TO FUND THE DISTRIBUTION OF CHRISTIAN BASED BOOKS, WITH INTENT TO REHABILITATE, INCARCERATED INDIVIDUALS. | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,648 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,003 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,110 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,834 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,834 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,903 | Amt |
| Net Investment Income | $5,942 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,961 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARTFORD CAPITAL APPREC FUND | $47,123 | $47,916 |
| HARTFORD MIDCAP FUND | $39,434 | $39,525 |
| HARTFORD DIV & GROWTH FUND | $37,672 | $37,637 |
| HARTFORD INTL EQUITY FUND | $18,256 | $17,020 |
| HARTFORD STRATEGIC INCOME FUND CLASS C | $16,883 | $17,770 |
| VIRTUS NEW FLEET MULTI SECTOR | $143,417 | $142,484 |
| PACE EQUITIES | $1,448,726 | $1,394,828 |
| AMAZON | $22,266 | $60,694 |
| AXON ENTERPRISE INC | $29,958 | $37,289 |
| $33,692 | $113,535 | |
| GUARDANT HEALTH,INC | $20,003 | $16,875 |
| SHOPIFY INC. | $5,574 | $130,040 |
| TAKE TWO INTERACTIVE SOFTWARE | $19,962 | $30,008 |
| TRADE DESK INC. | $19,990 | $39,024 |
| ACAP STRATEGIC FUND | $115,498 | $186,161 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $1,034 | $620 | $414 |
| STATE OF FL ANNUAL REPORT | $61 | $55 | $6 |
| STOCK BASIS ADJUSTMENTS | $2,127 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST - MORTGAGE LOAN | Desc |
| Revenue And Expenses Per Books | $29,003 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,003 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $20,076 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,884 | $3,825 | $2,059 |
| FOREIGN TAX WITHHOLDING | $1 | $0 | $0 |