GORDON AND KAREN NUTT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GORDON AND KAREN NUTT FOUNDATION INC (EIN 45-3067277)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-28
- IRS object ID
- 202021199349100512
- 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
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-28T12:59:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PL | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453067277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON AND KAREN NUTT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 4078765151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4716 JOANNA GARDEN COURT | AddressLine1Txt |
| City | WINDERMERE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN S NUTT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4078765151 | PhoneNum |
| Signature | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIANA KREUL | PreparerPersonNm |
| PTIN | P01204534 | PTIN |
| Phone | 3217516200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.208.83.56 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-28 | IPDt |
| IP Tm | 08:46:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7E7B0C0E81BD62A89852478B08C37E9234D4314 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,136,866 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,798 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,825 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $187 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $101 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,243 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,300 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,952 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,952 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $722,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $722,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,134,914 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $750,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $724,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,136,866 | 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 | $750,934 | RetainedEarningBOYAmt |
| Retained Earning EOY | $724,304 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $750,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $724,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $750,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $724,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $750,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $724,304 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $724,304 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,720 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $937,976 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028487 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $752 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $492,730 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.001526 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $492,500 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.030013 | TotalDistributionRt |
| Average Distribution | 0.010004 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,045,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,460 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $203 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,663 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,243 | 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 | $203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $203 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN S NUTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4078765151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4716 JOANNA GARDEN COURT | AddressLine1Txt |
| City | WINDERMERE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GORDON S NUTT | ||||||||
| 4716 JOANNA GARDEN COURT | WINDEMERE | FL | 34786 | DIRECTOR/PRESIDENT | 3.00 | $0 | $0 | $0 |
| KAREN S NUTT | ||||||||
| 4716 JOANNA GARDEN COURT | WINDEMERE | FL | 34786 | DIRECTOR/TREASURER | 3.00 | $0 | $0 | $0 |
| LORI B GULLIKSON | ||||||||
| 1340 BLUEBERRY DRIVE | TITUSVILLE | FL | 32780 | DIRECTOR | 3.00 | $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 |
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 | $1,027,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,061,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,061,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,045,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,277 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,277 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $203 | TotalTaxAmt |
| Distributable Before Adj | $52,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,074 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,074 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,243 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,243 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $203 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $47,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,983 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,243 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,983 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $49,814 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GORDON S NUTT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AHERO (AMERICAN HEROES ENJOYING RECREATION OUTDOORS) | |||||||
| 775 OLD MONTGOMERY HWY | SHORTER | AL | 36075 | PC | HOSTS VETERAN RECREATIONAL EVENTS FOR HEALING AND COMRADERY TO REDUCE/PREVENT VETERAN SUICIDES | $5,000 | |
| BANNER ELK VOLUNTEER FIRE DEPARTMENT | |||||||
| 345 SHAWNEEHAW AVENUE SOUTH | BANNER ELK | NC | 28604 | PC | PROVIDES FIRE FIGHTING, RESCUE AND EMERGENCY ASSISTANCE TO MAN-MADE AND NATURAL DISASTERS | $250 | |
| BETA OF TITUSVILLE INC | |||||||
| 620 GARDEN STREET | TITUSVILLE | FL | 32796 | PC | PROVIDES FREE GUIDANCE TRAINING AND MATERIAL ASSISTANCE TO MOTHERS IN CRISIS PREGANCY | $1,000 | |
| CATHOLIC CHARITIES OF NW FLORIDA INC | |||||||
| 1815 NORTH 6TH AVENUE | PENSACOLA | FL | 35203 | PC | SERVES IMPOVERISHED AND VULNERABLE INDIVIDUALS OF ANY RACE OR RELIGION IN FLORIDA PANHANDLE | $5,000 | |
| DISASTER SERVICES CORPORATION SOCIETY OF ST VINCENT DE PAUL USA | |||||||
| 320 DECKER DRIVE 100 | IRVING | TX | 75062 | PC | PROVIDES ASSISTANCE TO PEOPLE IN SITUATIONAL PROVERTY AS RESULT OF NATURAL OR MANMADE DISASTERS | $2,500 | |
| FOUNDATION FOR FOSTER CHILDREN INC | |||||||
| 2265 LEE ROAD STE 203 | WINTER PARK | FL | 32789 | PC | PROVIDES SUPPORT AND ADVOCACY TO CREATE OPPORTUNITIES AND ENHANCE THE LIVES OF FOSTER CHILDREN | $2,500 | |
| INJURED MARINE SEMPER FI FUND | |||||||
| WOUNDED WARRIOR CENTER BLDG H49 | CAMP PENDLETON NORTH | CA | 92055 | PC | ASSISTS COMBAT WOUNDED VETERANS AND THEIR FAMILIES (ALL MILITARY BRANCHES) | $5,000 | |
| KNIGHTS OF COLUMBUS | |||||||
| 5727 COMELIA AVENUE | ORLANDO | FL | 32807 | PC | TO FUND KOC EDUCATIONAL, CHARITABLE, RELIGIOUS AND SOCIAL WELFARE WORKS | $500 | |
| NATIONAL VETERANS HOMELESS SUPPORT INC | |||||||
| 7075 NORTH COCOA BLVD STE 700 | PORT ST JOHN | FL | 32927 | PC | OFFERS SUPPORT AND TRANSITIONAL HOUSING TO ELIMINATE VETERAN HOMELESSNESS IN CENTRAL FLORIDA | $5,000 | |
| SECOND HARVEST FOOD BANK | |||||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | PC | COLLECTS AND DISTRIBUTES FOOD FOR THE NEEDY AND IMPROVERISHED | $500 | |
| SOCIETY OF ST VINCENT DE PAUL ORLANDO | |||||||
| 770 SOUTH ORANGE BLOSSOM TRAIL | APOPKA | FL | 32703 | PC | SERVES THE POOR THROUGH FOOD PANTRIES, THRIFT STORES, MEALS, HOME VISITS, ETC | $2,000 | |
| SOCIETY OF ST VINCENT DE PAUL ORLANDO | |||||||
| 770 SOUTH ORANGE BLOSSOM TRAIL | APOPKA | FL | 32703 | PC | "ANGEL TREE" PROGRAM TO PROVIDE CHRISTMAS GIFTS TO POOR CHILDREN IN CENTRAL FLORIDA | $910 | |
| SOCIETY OF ST VINCENT DE PAUL ORLANDO | |||||||
| 770 SOUTH ORANGE BLOSSOM TRAIL | APOPKA | FL | 32703 | PC | FRIENDS OF THE POOR WALK TO RAISE MONEY FOR FOOD PANTRY AND ASSISTANCE TO THE POOR | $1,002 | |
| JMJ LIFE CENTER | |||||||
| 1401 W COLONIAL DR | ORLANDO | FL | 32804 | PC | PROVIDES FREE GUIDANCE TRAINING AND MATERIAL ASSISTANCE TO MOTHERS IN CRISIS PREGANCY | $400 | |
| KLEDWIN GUITIERREZ | |||||||
| 9500 TURKEY LAKE ROAD | ORLANDO | FL | 32819 | I | PAID FOR HIS I-765 FILING FEE & PASSPORT PHOTO TO ENABLE HIM TO WORK | $434 | |
| ALEXANDER AND JANET LASTARZA | |||||||
| 330 KIMI CT | CASSELBERRY | FL | 32707 | I | FOOD ASSISTANCE TO 90 YEAR OLD TERMINALLY ILL CANCER PATIENT AND HIS WIFE WHO SUFFERS FROM DEMENTIA. | $505 | |
| HOLY FAMILY CATHOLIC CHURCH - RESPECT LIFE MINISTRY | |||||||
| 5125 S APOPKA VINELAND RD | ORLANDO | FL | 32819 | PC | TO PROTECT & PROMOTE THE SANCTITY OF EVERY HUMAN LIFE FROM CONCEPTION TO NATURAL DEATH. | $66 | |
| SOCIETY OF ST VINCENT DE PAUL ORLANDO | |||||||
| 770 SOUTH ORANGE BLOSSOM TRAIL | APOPKA | FL | 32703 | PC | SOLES 4 KIDS SHOE DRIVE FOR LOCAL HEAD START SCHOOLS. | $3,000 | |
| ST PETER CLAVER PRISON MINISTRY | |||||||
| PO BOX 1742 | WINDERMERE | FL | 34786 | PC | PROVIDES SPIRITUAL & INSTRUCTIONAL SUPPORT TO PRISONERS FOR SUCCESSFUL RE-ENTRY INTO SOCIETY. | $5,000 | |
| WOUNDED HEROES FOUNDATION | |||||||
| 150 NORTH RIVERSIDE PLAZA SUITE | CHICAGO | IL | 60606 | PC | SUPPORTS INJURED MEMBERS OF OUR ARMED FORCES TO ENHANCE THEIR RECOVERY WHEREVER POSSIBLE. | $2,500 | 3000 |
| SAMARITAN VILLAGE | |||||||
| PO BOX 149599 | ORLANDO | FL | 32814 | PC | PROVIDES A SAFE PLACE WHERE SEXUALLY TRAFFICKED WOMEN CAN HEAL, RECOVER AND RECLAIM THEIR LIVES. | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,567 | 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 | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,798 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,825 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,825 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN & GORDON NUTT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4716 JOANNA GARDEN COURT | AddressLine1Txt |
| City | WINDEMERE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING: TAX YEAR AMOUNT 2017 $24,609 2016 $569 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD S&P 500 ETF | $200,345 | $236,640 |
| VANGUARD TOTAL STOCK | $522,007 | $898,274 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FLORIDA ANNUAL REPORT FILING FEES | $61 | $0 | $61 |
| BANK SERVICE CHARGE | $25 | $0 | $25 |
| QUICKBOOKS ONLINE FEE | $15 | $0 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 EXCISE TAX ON INVESTMENTS | CategoryTxt |
| Amt | $187 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |