HEART OF FLORIDA EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEART OF FLORIDA EDUCATIONAL FOUNDATION INC (EIN 59-6159367)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-03-03
- IRS object ID
- 202140629349100409
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-03T10:59:56-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 CPA's | 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 | 2019-10-01 | 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 | 338534016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Dodd | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 8632974450 | PhoneNum |
| Signature | 2021-02-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen G Premuto CPA | PreparerPersonNm |
| PTIN | P00129164 | PTIN |
| Phone | 8632991238 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $712,569 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $249,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,248 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,624 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,410 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,027 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $162 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,359 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,359 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,931 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,265 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,272 | CashBOYAmt |
| Cash EOY | $19,098 | CashEOYAmt |
| Cash EOYFMV | $19,098 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,999 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $609,273 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $607,440 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $691,472 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $625,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $628,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $712,569 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $65 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $225 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $65 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $225 | 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 | $625,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $628,312 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $625,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $628,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $625,549 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $628,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $625,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $628,312 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $628,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Centerpoint Energy | P | 2014-11-28 | 2019-10-25 | $3,880 | $3,087 | $793 | $793 |
| Consolitdated Edison | P | 2017-11-17 | 2019-10-25 | $5,757 | $5,294 | $463 | $463 |
| Dominion Energy | P | 2017-12-21 | 2019-10-25 | $3,063 | $2,762 | $301 | $301 |
| Energy Transfer LP | P | 2017-05-01 | 2019-10-25 | $7,576 | $8,690 | -$1,114 | -$1,114 |
| Enterprise Products Partners LP | P | 2016-08-24 | 2019-10-25 | $7,879 | $4,845 | $3,034 | $3,034 |
| Kinder Morgan | P | 2017-11-17 | 2019-10-25 | $5,577 | $4,580 | $997 | $997 |
| Magellan Midstream Partners LP | P | 2012-11-20 | 2019-10-25 | $9,190 | $3,191 | $5,999 | $5,999 |
| Mplx LP | P | 2016-05-06 | 2019-10-25 | $5,382 | $4,515 | $867 | $867 |
| Nextera Energy | P | 2015-12-17 | 2019-10-25 | $6,629 | $2,911 | $3,718 | $3,718 |
| Pillips 66 Partners LP | P | 2017-11-17 | 2019-10-25 | $6,340 | $4,739 | $1,601 | $1,601 |
| PPL Corporation | P | 2017-12-21 | 2019-10-25 | $4,798 | $4,072 | $726 | $726 |
| Public Service Enterprise | P | 2015-12-16 | 2019-10-25 | $5,763 | $3,474 | $2,289 | $2,289 |
| Sempra Energy | P | 2017-11-17 | 2019-10-25 | $5,920 | $4,786 | $1,134 | $1,134 |
| Williams Companies | P | 2017-06-08 | 2019-10-25 | $5,206 | $5,226 | -$20 | -$20 |
| Johnson & Johnson | P | 2013-11-25 | 2019-10-21 | $5,400 | $4,023 | $1,377 | $1,377 |
| Energy Transfr LP | P | 2014-02-21 | 2019-11-13 | $2,690 | $2,306 | $384 | $384 |
| Apple Inc | P | 2016-06-27 | 2020-01-02 | $1,493 | $417 | $1,076 | $1,076 |
| Jpmorgan Chase & Co | P | 2017-11-27 | 2020-01-02 | $1,407 | $868 | $539 | $539 |
| Microsoft Corp | P | 2013-08-06 | 2020-01-02 | $1,599 | $415 | $1,184 | $1,184 |
| Clorox Co | P | 2019-11-05 | 2020-01-08 | $8,523 | $6,854 | $1,669 | $1,669 |
| Eaton Corporation | P | 2012-11-20 | 2020-01-08 | $7,400 | $3,954 | $3,446 | $3,446 |
| AT&T Inc | P | 2017-10-30 | 2020-01-09 | $7,780 | $6,742 | $1,038 | $1,038 |
| Centerpoint Energy | P | 2014-11-28 | 2020-03-10 | $3,153 | $4,307 | -$1,154 | -$1,154 |
| Enterprise Products Partners | P | 2013-02-05 | 2020-03-16 | $4,298 | $4,096 | $202 | $202 |
| Williams Companies | P | 2017-06-08 | 2020-03-16 | $3,724 | $5,768 | -$2,044 | -$2,044 |
| Broadcom Inc | P | 2020-03-16 | 2020-03-18 | $4,817 | $7,307 | -$2,490 | -$2,490 |
| Bank of America Corporation 6.2 | P | 2020-03-18 | 2020-03-25 | $976 | $906 | $70 | $70 |
| Citigroup 6.3 | P | 2020-03-18 | 2020-03-25 | $991 | $920 | $71 | $71 |
| Jpmorgan 6.1 | P | 2020-03-18 | 2020-03-25 | $1,002 | $942 | $60 | $60 |
| Trust Financial Corporation | P | 2020-03-18 | 2020-03-25 | $993 | $859 | $134 | $134 |
| US Bancorp 5.15 | P | 2017-10-25 | 2020-03-25 | $1,014 | $835 | $179 | $179 |
| Wells Fargo 5.7 | P | 2020-03-18 | 2020-03-25 | $1,016 | $867 | $149 | $149 |
| PNC Financial Svcs Group | P | 2019-11-05 | 2020-03-31 | $5,523 | $4,284 | $1,239 | $1,239 |
| US Bancorp | P | 2020-02-12 | 2020-03-31 | $5,551 | $7,689 | -$2,138 | -$2,138 |
| Walt Disney | P | 2020-03-31 | 2020-04-14 | $7,715 | $7,664 | $51 | $51 |
| Constellation Brands | P | 2020-03-31 | 2020-04-17 | $7,867 | $8,062 | -$195 | -$195 |
| Apple Inc | P | 2016-06-27 | 2020-04-29 | $284 | $284 | $284 | |
| Crown Castle International | P | 2015-03-26 | 2020-04-29 | $489 | $255 | $234 | $234 |
| Digital Realty Trust | P | 2019-10-21 | 2020-04-29 | $623 | $535 | $88 | $88 |
| Home Depot | P | 2018-03-22 | 2020-04-29 | $664 | $532 | $132 | $132 |
| Microsoft Corp | P | 2013-08-06 | 2020-04-29 | $689 | $498 | $191 | $191 |
| Quest Diagnostics | P | 2014-03-03 | 2020-04-29 | $786 | $891 | -$105 | -$105 |
| Starbucks | P | 2016-10-18 | 2020-04-29 | $464 | $464 | $464 | |
| Apple Inc | P | 2016-06-27 | 2020-06-02 | $960 | $490 | $470 | $470 |
| Dupont De Nemours | P | 2017-08-31 | 2020-06-02 | $1,459 | $1,192 | $267 | $267 |
| Lowes Companies | P | 2019-05-06 | 2020-06-02 | $1,183 | $997 | $186 | $186 |
| Microsoft Corp | P | 2013-08-06 | 2020-06-02 | $1,457 | $1,457 | $1,457 | |
| Quest Diagnostics | P | 2014-03-03 | 2020-06-02 | $1,218 | $1,218 | $1,218 | |
| Apple Inc | P | 2016-06-27 | 2020-07-09 | $1,903 | $297 | $1,606 | $1,606 |
| Home Depot | P | 2018-03-22 | 2020-07-09 | $1,236 | $887 | $349 | $349 |
| Kimberly Clark | P | 2017-10-03 | 2020-07-09 | $570 | $469 | $101 | $101 |
| Microsoft Corp | P | 2013-08-06 | 2020-07-09 | $1,061 | $208 | $853 | $853 |
| Apple Inc | P | 2016-06-27 | 2020-08-19 | $1,402 | $297 | $1,105 | $1,105 |
| Home Depot | P | 2018-03-22 | 2020-08-19 | $847 | $532 | $315 | $315 |
| Lowes Companies | P | 2019-05-06 | 2020-08-19 | $951 | $665 | $286 | $286 |
| Microsoft Corp | P | 2013-08-06 | 2020-08-19 | $1,058 | $208 | $850 | $850 |
| Investco Exchange II Sr Ln | P | 2017-02-06 | 2019-10-29 | $12,549 | $13,014 | -$465 | -$465 |
| Ishares 0-5 High Yield Corp Bd | P | 2018-05-16 | 2020-01-02 | $3,486 | $3,505 | -$19 | -$19 |
| Spdr Series Bloomberg Barclays High Yield | P | 2018-05-16 | 2020-03-19 | $20,190 | $24,252 | -$4,062 | -$4,062 |
| Vanguard Intermediate Term Corporate Bond | P | 2018-05-16 | 2020-07-09 | $4,955 | $7,010 | -$2,055 | -$2,055 |
| AT&T | P | 2019-01-05 | 2020-01-09 | $5,032 | $4,784 | $248 | $248 |
| Centerpoint Energy | P | 2019-11-05 | 2020-03-10 | $1,682 | $2,446 | -$764 | -$764 |
| Ishares 0-5 Yr High Yield | P | 2018-05-17 | 2020-03-19 | $8,977 | $10,755 | -$1,778 | -$1,778 |
| PPL Corporation | P | 2018-05-15 | 2020-04-02 | $1,399 | $1,636 | -$237 | -$237 |
| Crown Castel | P | 2017-10-16 | 2020-07-09 | $845 | $509 | $336 | $336 |
| Ishares 0-5 Yr High Yield | P | 2018-05-17 | 2020-07-09 | $858 | $935 | -$77 | -$77 |
| JPMorgan Chase 6.1 | P | 2019-02-12 | 2020-07-09 | $507 | $518 | -$11 | -$11 |
| Morgan Stanley Cum Pfd | P | 2016-03-11 | 2020-07-09 | $265 | $256 | $9 | $9 |
| US Bancorp 5.15 | P | 2017-10-25 | 2020-07-09 | $501 | $513 | -$12 | -$12 |
| Vanguard | P | 2019-01-09 | 2020-07-09 | $954 | $805 | $149 | $149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,248 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $865 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $225 | TaxDueAmt |
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 | Robert Dodd | IndividualWithBooksNm |
| Phone | 8632974450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7722 SR 544 East | AddressLine1Txt |
| City | Winter Haven | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33881 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| Robert E Dodd | ||||||||
| 228 Crest Drive | Haines City | FL | 33844 | Chairman | 0.00 | $0 | $0 | $0 |
| Dennis Broadaway | ||||||||
| PO Box 337 | Haines City | FL | 33845 | Secretary | 0.00 | $0 | $0 | $0 |
| Ernest S Pinner | ||||||||
| 1848 WoodPointe Drive | Winter Haven | FL | 33884 | Treasurer | 0.00 | $0 | $0 | $0 |
| Ann Barnhart | ||||||||
| 40100 US Highway 27 N | Davenport | FL | 33837 | Director | 0.00 | $0 | $0 | $0 |
| Robert Campbell | ||||||||
| 105 McKay Drive N | Haines City | FL | 33844 | Director | 0.00 | $0 | $0 | $0 |
| Karen Tiner | ||||||||
| 2020 E Palm Street | Davenport | FL | 33837 | Director | 0.00 | $0 | $0 | $0 |
| Gill Broadaway | ||||||||
| 1 Nottingham Way | Haines City | FL | 33844 | Director | 0.00 | $0 | $0 | $0 |
| Bruce A Davis | ||||||||
| PO Box 622 | Haines City | FL | 33845 | Director | 0.00 | $0 | $0 | $0 |
| Kenneth C Long | ||||||||
| 488 Talamone Drive | Winter Haven | FL | 33884 | Director | 0.00 | $0 | $0 | $0 |
| Fred Reilly | ||||||||
| 8 Eastwood Lane | Belleair | FL | 33756 | Director | 0.00 | $0 | $0 | $0 |
| Russell L Mounton II | ||||||||
| 134 Boxwood Drive | Davenport | FL | 33837 | Director | 0.00 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | To provide for the advancement of education by issuing scholarships to those in financial need. | Description1Txt |
| Expenses1 | $37,000 | Expenses1Amt |
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 | $691,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $709,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $709,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $698,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $865 | TotalTaxAmt |
| Distributable Before Adj | $34,083 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,083 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,083 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,931 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,931 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $580 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,003 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,103 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $127,268 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,848 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $139,116 | 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 | $580 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $138,536 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,100 | ExcessFromYear4Amt |
| Excess From Year3 | $42,003 | ExcessFromYear3Amt |
| Excess From Year2 | $33,103 | ExcessFromYear2Amt |
| Excess From Year1 | $23,482 | ExcessFromYear1Amt |
| Excess From Current Year | $11,848 | 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 schoool 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Carnegie Mellon University | |||||||
| 5000 Forbes Ave | Pittsburgh | PA | 15213 | None | N/A | Scholarships | $1,000 |
| Devry University | |||||||
| 7352 Greenbriar Pkwy | Orlando | FL | 32819 | None | N/A | Scholarships | $1,000 |
| Florida A M University | |||||||
| 1601 S Martin Luther King | Tallahassee | FL | 32307 | None | N/A | Scholarships | $4,000 |
| Florida State University | |||||||
| 600 W College Ave | Tallahassee | FL | 32306 | None | N/A | Scholarships | $1,000 |
| Georgia Institute of Technology | |||||||
| North Avenue | Atlanta | GA | 30332 | None | N/A | Scholarships | $2,000 |
| Nova Southeastern University | |||||||
| 3301 College Ave | Fl Lauderdale | FL | 33314 | None | N/A | Scholarships | $2,000 |
| Polk State College | |||||||
| 999 Avenue H NE | Winter Haven | FL | 33881 | None | N/A | Scholarships | $4,000 |
| Southeastern University | |||||||
| 1000 Longfellow Blvd | Lakeland | FL | 33801 | None | N/A | Scholarships | $1,000 |
| University of Central Florida | |||||||
| 4000 Central Florida Blvd | Orlando | FL | 32816 | None | N/A | Scholarships | $4,000 |
| University of Florida | |||||||
| 201 Criser Hall | Gainesville | FL | 32611 | None | N/A | Scholarships | $1,000 |
| University of North Florida | |||||||
| 1 UNF Dr | Jacksonville | FL | 32224 | None | N/A | Scholarships | $1,000 |
| University of South Florida | |||||||
| 4202 E Fowler Ave | Tampa | FL | 33620 | None | N/A | Scholarships | $7,000 |
| Valencia Community College | |||||||
| 1800 S Kirkman Rd | Orlando | FL | 32811 | None | N/A | Scholarships | $1,000 |
| Warner University | |||||||
| 13895 US 27 | Lake Wales | FL | 33859 | None | N/A | Scholarships | $6,000 |
| Florida Southern College | |||||||
| 111 Lake Hollingsworth Dr | Lakeland | FL | 33801 | None | N/A | Scholarships | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,000 | 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 | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,248 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,624 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,624 | 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 | CategoryTxt |
| Amt | $2,410 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,410 | DisbursementsCharitablePrpsAmt |
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 | $607,440 | BookValueAmt |
| EOYFMV | $691,472 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment management fees | Desc |
| Revenue And Expenses Per Books | $6,359 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,359 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,359 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income tax payable | Desc |
| BOY Book Value | $65 | BOYBookValueAmt |
| EOY Book Value | $225 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Taxes and licenses | $162 | $0 | $0 | $162 |
| Income taxes | $865 | $0 | $0 | $0 |