STRATEGY STUDIO / PUBLIC DATA EXPLORER

SYMONDS FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SYMONDS FAMILY FOUNDATION INC (EIN 36-7380980)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-13
IRS object ID
202141349349100704
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-13T22:55:34-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134297440PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11166 CARMEL CIRCLE APT 220AddressLine1Txt
CityCasselberryCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32707ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367380980EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM E ROGERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4077974953PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA A HENSONPreparerPersonNm
PTINP00071096PTIN
Phone4076733450PhoneNum
Preparation2021-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,215,980FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,431DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,431DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$29,418NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$164,992GrossSalesPriceAmt
Total Rev And Expnss-$9,964TotalRevAndExpnssAmt
Total Net Invst Incm$19,454TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$22,791OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$61TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$22,852TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,852TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$67,816ExcessRevenueOverExpensesAmt
Net Investment Income$19,454NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,958CashBOYAmt
Cash EOY$145,911CashEOYAmt
Cash EOYFMV$145,911CashEOYFMVAmt
Corporate Stock BOY$871,330CorporateStockBOYAmt
Corporate Stock EOY$712,561CorporateStockEOYAmt
Corporate Stock EOYFMV$1,070,069CorporateStockEOYFMVAmt
Total Assets BOY$926,288TotalAssetsBOYAmt
Total Assets EOY$858,472TotalAssetsEOYAmt
Total Assets EOYFMV$1,215,980TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$926,288RetainedEarningBOYAmt
Retained Earning EOY$858,472RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$926,288TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$858,472TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$926,288TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$858,472TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$926,288TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$67,816ExcessRevenueOverExpensesAmt
Subtotal$858,472SubtotalAmt
Tot Net Ast Or Fund Balances EOY$858,472TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$270InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$270SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$270TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$502EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$502TotalPaymentsAndCreditsAmt
Overpayment$232OverpaymentAmt
Applied To ES Tax$232AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CENTRAL COAST YOUTH CHORUS MCFADDEN MINISTRYDescription1Txt
Expenses1$10,000Expenses1Amt
Description2WYCLIFFE ASSOCIATES 2-PRINT ON DEMANDDescription2Txt
Expenses2$4,000Expenses2Amt
Description3WINTER PARK HIGH SCHOOL CHORUS ACAPELA ACDA TRIPDescription3Txt
Expenses3$3,500Expenses3Amt
Description4WINTER PARK HIGH SCHOOL TYLER RUSH FOUNDATION CRUDescription4Txt
Expenses4$5,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$937,172AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$158,045AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,095,217TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,095,217AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,078,789NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,939MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,939MinimumInvestmentReturnAmt
Tax Based On Investment Income$270TaxBasedOnInvestmentIncomeAmt
Total Tax$270TotalTaxAmt
Distributable Before Adj$53,669DistributableBeforeAdjAmt
Distributable Before Ded$53,669DistributableBeforeDedAmt
Distributable As Adjusted$53,669DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,669DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,598ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,936ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,592ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,490ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,167ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$56,783TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$53,669ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$53,669ExcessDistributionCyovAppCYAmt
Total Corpus$3,114TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,114ExcessDistriCyovToNextYrAmt
Excess From Year1$3,114ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTRAL COAST YOUTH CHORUS
PO BOX 15757San Luis ObispoCA93406PCMUSIC PROGRAM$10,000
OUR LADY OF MT CARMEL CHURCH
300 FULTON STREETRedwood CityCA94062PCMUSIC MINISTRY$2,000
OUR LADY OF MT CARMEL SCHOOL
300 FULTON STREETRedwood CityCA94062PCMUSIC PROGRAM$2,000
WORLD MISSIONS EVANGELISM INC
PO BOX 790BentonKY42025PCSTUDENT MINISTRYPHIL TAPPERT$1,000
WINTER PARK HIGH SCHOOL
2100 SUMMERFIELD RDWinter ParkFL32792PCMUSIC DEPARTMENTTYLER RUSH MEM FUNDACDA TRIP$8,500
SAMARITAN VILLAGE INC
PO BOX 149599OrlandoFL32814FALL FUNDRAISER$3,000
LARRY MCFADDEN MINISTRIES INC
PO BOX 783516Winter GardenFL34778PCOUTREACH MINISTRY$1,000
FIRST PRESBYTERIAN CHURCH OF ORLAND
106 E CHURCH STOrlandoFL32801PCGOOD SAMARITAN FUNDCOMPASSION CORNER$3,500
WYCLIFFE ASSOCIATES
PO BOX 620368OrlandoFL32862PRINT ON DEMAND UNITS$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmtAccumulated DepreciationAccumulatedDepreciationAmt
FIDELITY
SEE STOCK LIST2019-12PURCHASED2020-03$9,461$10,046$0-$585$0
FIDELITY
SEE STOCK LIST2017-06PURCHASED2020-03$155,531$184,364$0-$28,833$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS STOCKSStockNm
EOY Book Value$712,561EOYBookValueAmt
EOYFMV$1,070,069EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE EXPENSE$13,647$0$0$0
ACCOUNTING$460$0$0$0
LINCOLN FINANCIAL FEE$8,184$0$0$0
SAGEMARK CONSULTING$500$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS$0$0$0$0
FL ANNUAL FEE 2020$61$0$0$0