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GIVEWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GIVEWELL COMMUNITY FOUNDATION INC (EIN 59-3649871)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-10-21
IRS object ID
202042959349300414
Schema version
2019v5.0
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)
Return2020-10-21T12:23:33-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593041038PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVID R RAMOS CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14215 OLD ROAD 37AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33813ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593649871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GIVEWELL COMMUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGIVEBusinessNameControlTxt
Phone8636833131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 S FLORIDA AVENUEAddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN ATTAWAYPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone8636833131PhoneNum
Signature2020-09-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID R RAMOS CPAPreparerPersonNm
PTINP00372273PTIN
Phone8637017885PhoneNum
Preparation2020-10-21PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address97.76.60.74IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-21IPDt
IP Tm12:23:33IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2A6E2D6C76558C2D83CD95A6CD2E69503212625AAtSubmissionCreationDeviceId
At Submission Filing Device IdD75A99B14DD09E37849CD0E686A76EEB6188C992AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN ATTAWAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 S FLORIDA AVENUEAddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33803ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$28,618,623GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.GIVECF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTHE MISSION OF GIVEWELL COMMUNITY FOUNDATION IS TO CHAMPION CHARITABLE GIVING TO IMPROVE THE QUALITY OF LIFE IN THE AREAS WE SERVE, BOTH NOW AND FOR FUTURE GENERATIONS.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$27,010,946PYContributionsGrantsAmt
CY Contributions Grants$33,278,824CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,228,084PYInvestmentIncomeAmt
CY Investment Income$6,227,587CYInvestmentIncomeAmt
PY Other Revenue-$7,649,470PYOtherRevenueAmt
CY Other Revenue-$10,951,005CYOtherRevenueAmt
PY Total Revenue$24,589,560PYTotalRevenueAmt
CY Total Revenue$28,555,406CYTotalRevenueAmt
PY Grants And Similar Paid$15,524,341PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$20,228,803CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$635,681PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$671,164CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$960,016PYOtherExpensesAmt
CY Other Expenses$781,947CYOtherExpensesAmt
PY Total Expenses$17,120,038PYTotalExpensesAmt
CY Total Expenses$21,681,914CYTotalExpensesAmt
PY Revenues Less Expenses$7,469,522PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,873,492CYRevenuesLessExpensesAmt
Total Assets BOY$192,493,129TotalAssetsBOYAmt
Total Assets EOY$199,717,123TotalAssetsEOYAmt
Total Liabilities BOY$18,439,247TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,236,300TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$174,053,882NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$181,480,823NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF GIVEWELL COMMUNITY FOUNDATION IS TO CHAMPION CHARITABLE GIVING TO IMPROVE THE QUALITY OF LIFE IN THE AREAS WE SERVE, BOTH FOR NOW AND FOR FUTURE GENERATIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$20,606,908ExpenseAmt
Grant$20,228,803GrantAmt
DescTHE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF POLK, HARDEE, AND HIGHLANDS COUNTIES. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE THE COMMUNITY AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR COMMUNITY, THE FOUNDATION PROVIDES QUALIFIED COUNSEL, GUIDANCE AND STEWARDSHIP IN HELPING THEM MEET THEIR CHARITABLE GOALS; 2) LOCAL NON- PROFIT CHARITIES: THE FOUNDATION DISTRIBUTES MONIES IN ACCORDANCE WITH DONOR DESIRES. IN ADDITION, IT PROVIDES SUPPORT FOR SPECIFIC PROGRAMS AND OFFERS ASSISTANCE IN MANAGING INDIVIDUAL ENDOWMENT FUNDS. 3) THE COMMUNITY AT LARGE: THE FOUNDATION AND ITS BOARD SERVE AS A CATALYST WITH POLK, HARDEE,AND HIGHLANDS COUNTIES IN ADDRESSING THE NEEDS OF OUR COMMUNITY. THROUGH GRANT MAKING BY DONORS, THE FOUNDATION REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescWE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$20,606,908TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed4Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN ATTAWAYPersonNm
Phone8636833131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 S FLORIDA AVENUEAddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33803ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
TERRY SIMMERS
PAST PRESIDE40.00Yes (X)$122,527$0$0
JOHN ATTAWAY
PRESIDENT/CE40.00Yes (X)$37,162$0$0
BARNEY BARNETT
EXEC COMMITT1.00$0$0$0Yes (X)
WESLEY BARNETT
DIRECTOR1.00$0$0$0Yes (X)
BO BOYTE
DIRECTOR1.00$0$0$0Yes (X)
JAMES E CHAFFIN
EXEC COMMITT1.00$0$0$0Yes (X)
BRUCE DAVIS
DIRECTOR1.00$0$0$0Yes (X)
BILL DORMAN
EXEC COMMITT1.00$0$0$0Yes (X)
KIMBERLY ELMHORST
DIRECTOR1.00$0$0$0Yes (X)
ANNE FURR
SECRETARY1.00Yes (X)$0$0$0Yes (X)
JAY GRAY
TREASURER1.00Yes (X)$0$0$0Yes (X)
ED GROSSMAN
EXEC COMMITT1.00$0$0$0Yes (X)
JACK HOLLIS
BOARD VICE-C1.00Yes (X)$0$0$0Yes (X)
ROGER INGLEY
DIRECTOR1.00$0$0$0Yes (X)
TIM PUTNAM JR
DIRECTOR1.00$0$0$0Yes (X)
DOUG MCPHERSON
DIRECTOR1.00$0$0$0Yes (X)
SUZANNE MORACO
IMMEDIATE PA1.00Yes (X)$0$0$0Yes (X)
TOM OLDT
DIRECTOR1.00$0$0$0Yes (X)
RENEE POBJECKY
DIRECTOR1.00$0$0$0Yes (X)
LINDA RICH
DIRECTOR1.00$0$0$0Yes (X)
SANDY SHEETS
DIRECTOR1.00$0$0$0Yes (X)
JILLIAN SPANGLER
DIRECTOR1.00$0$0$0Yes (X)
JEFFREY COX SR
BOARD CHAIR1.00Yes (X)$0$0$0Yes (X)
RICK STEPHENS
DIRECTOR1.00$0$0$0Yes (X)
MARK TURNER
DIRECTOR1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$159,689TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$33,278,824AllOtherContributionsAmt
Noncash Contributions$17,056,984NoncashContributionsAmt
Total Contributions$33,278,824TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,227,587TotalRevenueColumnAmt
Related Or Exempt Func Income$6,227,587RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$136,907FundraisingGrossIncomeAmt
Fundraising Direct Expenses$63,217FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,690TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCONTR APPLIC TO AGENCY FUNDSDesc
Total Revenue Column-$11,024,695TotalRevenueColumnAmt
Related Or Exempt Func Income-$11,024,695RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total-$11,024,695OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,555,406TotalRevenueColumnAmt
Related Or Exempt Func Income-$4,797,108RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,228,803TotalAmt
Program Services$20,228,803ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$565,048TotalAmt
Program Services$291,678ProgramServicesAmt
Management And General$273,370ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$41,037TotalAmt
Program Services$21,183ProgramServicesAmt
Management And General$19,854ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,202TotalAmt
Program Services$13,009ProgramServicesAmt
Management And General$12,193ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$39,877TotalAmt
Program Services$20,585ProgramServicesAmt
Management And General$19,292ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,889TotalAmt
Management And General$6,889ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,885TotalAmt
Management And General$15,885ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$510,731TotalAmt
Management And General$510,731ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,866TotalAmt
Management And General$12,866ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$17,894TotalAmt
Program Services$13,109ProgramServicesAmt
Management And General$4,785ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$51,453TotalAmt
Program Services$5,591ProgramServicesAmt
Management And General$45,862ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$50,360TotalAmt
Program Services$2,518ProgramServicesAmt
Management And General$47,842ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$30,868TotalAmt
Management And General$30,868ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,854TotalAmt
Management And General$3,854ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$22,797TotalAmt
Program Services$2,280ProgramServicesAmt
Management And General$20,517ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,163TotalAmt
Management And General$12,163ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
DUES & SUBSCRIPTIONS$29,237$29,237
MISCELLANEOUS$10,982$2,830$8,152
MEETINGS$5,507$5,507
TAXES & LICENSES$461$461

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$21,681,914TotalAmt
Program Services$20,606,908ProgramServicesAmt
Management And General$1,075,006ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,575,751BOYAmt
EOY$30,576,578EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,464,345BOYAmt
EOY$2,353,424EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,275BOYAmt
EOY$20,741EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$967,428LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$216,414LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$770,317BOYAmt
EOY$751,014EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$182,629,866BOYAmt
EOY$165,987,760EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$26,575BOYAmt
EOY$27,606EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$192,493,129BOYAmt
EOY$199,717,123EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,160BOYAmt
EOY$2,629EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$100,942EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,427,087BOYAmt
EOY$18,132,729EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,439,247BOYAmt
EOY$18,236,300EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$171,589,537BOYAmt
EOY$179,127,399EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,464,345BOYAmt
EOY$2,353,424EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$174,053,882BOYAmt
EOY$181,480,823EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$192,493,129BOYAmt
EOY$199,717,123EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,873,492ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$553,449NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,402,221CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,241,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,753,526CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,010,946CurrentTaxYearMinus1YearAmt
Current Tax Year$33,278,824CurrentTaxYearAmt
Total$130,686,599TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,402,221CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,241,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,753,526CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,010,946CurrentTaxYearMinus1YearAmt
Current Tax Year$33,278,824CurrentTaxYearAmt
Total$130,686,599TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$61,772,022SubstantialContributorsTotAmt
Public Support Total170$68,914,577PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,236,641CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,931,732CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,069,255CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,871,182CurrentTaxYearMinus1YearAmt
Current Tax Year$3,314,082CurrentTaxYearAmt
Total$20,422,892TotalAmt
FieldValueIRS element (for citing)
Total Support$151,109,491TotalSupportAmt
Gross Receipts Rltd Activities-$5,214,565GrossReceiptsRltdActivitiesAmt
Public Support CY1700.45610PublicSupportCY170Pct
Public Support PY1700.69070PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held149DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held200FundsAndOtherAccountsHeldCnt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$934,898BeginningYearBalanceAmt
Contributions$2,555,414ContributionsAmt
Investment Earnings Or Losses$135,867InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$195,049GrantsOrScholarshipsAmt
Other Expenditures-$47,570OtherExpendituresAmt
End Year Balance$3,383,560EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$902,537BeginningYearBalanceAmt
Contributions$107,503ContributionsAmt
Investment Earnings Or Losses$61,859InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$122,094GrantsOrScholarshipsAmt
Other Expenditures-$14,907OtherExpendituresAmt
End Year Balance$934,898EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$706,964BeginningYearBalanceAmt
Contributions$174,991ContributionsAmt
Investment Earnings Or Losses$59,888InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$25,898GrantsOrScholarshipsAmt
Other Expenditures-$13,408OtherExpendituresAmt
End Year Balance$902,537EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,359,411BeginningYearBalanceAmt
Contributions-$10,974,977ContributionsAmt
Investment Earnings Or Losses$1,295,238InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$730,618GrantsOrScholarshipsAmt
Other Expenditures-$242,090OtherExpendituresAmt
End Year Balance$706,964EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,879,133BeginningYearBalanceAmt
Contributions$4,328,707ContributionsAmt
Investment Earnings Or Losses$39,168InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$682,243GrantsOrScholarshipsAmt
Other Expenditures-$205,354OtherExpendituresAmt
End Year Balance$11,359,411EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$442,195OtherCostOrOtherBasisAmt
Book Value$442,195BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$411,674OtherCostOrOtherBasisAmt
Depreciation$119,635DepreciationAmt
Book Value$292,039BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,028OtherCostOrOtherBasisAmt
Depreciation$73,685DepreciationAmt
Book Value$16,343BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,531OtherCostOrOtherBasisAmt
Depreciation$23,094DepreciationAmt
Book Value$437BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$751,014TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
FUNDS HELD AS AGENCY ENDOWMENT$14,075,929
GRANTS PAYABLE$4,056,800
FieldValueIRS element (for citing)
Total Liability$18,132,729TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$28,598,123TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$553,449NetUnrealizedGainsInvstAmt
Revenue Not Reported$553,449RevenueNotReportedAmt
Revenue Subtotal$28,044,674RevenueSubtotalAmt
Investment Expenses Not Incld$510,732InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$510,732RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$28,555,406TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$21,171,182TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$21,171,182ExpensesSubtotalAmt
Investment Expenses Not Incld2$510,732InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$510,732ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$21,681,914TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1VARIOUSEvent1Nm
Gross Receipts Event1$136,907GrossReceiptsEvent1Amt
Gross Revenue Event1$136,907GrossRevenueEvent1Amt
Other Direct Expenses Event1$63,217OtherDirectExpensesEvent1Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Total$136,907GrossReceiptsTotalAmt
Gross Revenue Total Events$136,907GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$63,217OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$63,217DirectExpenseSummaryEventsAmt
Net Income Summary$73,690NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (170 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
A WOMAN'S CHOICE
1234 EAST LIME STREETLAKELANDFL33801$11,113GENERAL CONTRIBUTION
ACHIEVEMENT ACADEMY
716 EAST BELLA VISTA STREETLAKELANDFL33805$27,750GENERAL CONTRIBUTION
ALL SAINTS ACADEMY
5001 FLORIDA 540WINTER HAVENFL33880$47,000GENERAL CONTRIBUTION
ALL SAINTS EPISCOPAL CHURCH
202 SOUTH MASSACHUSETTS AVENUELAKELANDFL33801$161,297GENERAL CONTRIBUTION
ALLIANCE FOR INDEPENDENCE
1038 SUNSHINE DR ELAKELANDFL33801$18,358VARIOUS PROGRAMS
ALZHEIMER'S ASSOCIATION
14010 ROOSEVELT BLVD SUITE 709CLEARWATERFL33762$14,285VARIOUS PROGRAMS
AMERICAN CANCER SOCIETY
1920 SOUTH FLORIDA AVENUELAKELANDFL33803$20,323GENERAL CONTRIBUTION
AMERICAN RED CROSS
147 AVENUE A NWWINTER HAVENFL33881$8,885GENERAL CONTRIBUTION
ANCHOR HOUSE MINISTRIES
PO BOX 625AUBURNDALEFL33823$10,000IMPACT POLK 2017
ANGEL CARE CENTER OF ELOISE INC
960 SNIVELY AVENUEELOISEFL33880$17,321GENERAL CONTRIBUTION
ARTHRITIS FOUNDATION
14499 NORTH DALE MABRY HWY SUITE 1TAMPAFL33618$13,538GENERAL CONTRIBUTION
BIG BROTHERS BIG SISTERS OF TAMPA B
711 S DALE MABRY HWY 300TAMPAFL33609$17,219GENERAL CONTRIBUTION
BOK TOWER GARDENS FOUNDATIONS
1151 TOWER BLVDLAKE WALESFL33853$5,900VARIOUS PROGRAMS
BONNET SPRINGS PARK
1025 GEORGE JENKINS BLVDLAKELANDFL33815$2,404,951GENERAL FUNDS
BOYS AND GIRLS CLUBS OF LAKELAND
PO BOX 763LAKELANDFL33802$33,518GENERAL CONTRIBUTION
CAMP FIRE USA SUNSHINE COUNCIL
2600 BUCKINGHAM AVENUELAKELANDFL33803$14,547GENERAL CONTRIBUTION
CAMP GILEAD CBM MINISTRIES OF FL
1444 CAMP GILEAD DRIVEPOLK CITYFL33868$5,300SCHOLARSHIP FUND
CATAPULT LAKELAND INC
331 S FLORIDA AVENUELAKELANDFL33801$780,100GENERAL OPERATIONS
CATHOLIC CHARITIES OF CENTRAL FL
1819 N SEMORAN BLVDORLANDOFL32807$752,499GENERAL OPERATIONS
CENTRAL FLORIDA HEALTH CARE INC
1129 N MISSOURI AVELAKELANDFL33805$17,000GENERAL PURPOSE
CENTRAL FLORIDA SPEECH & HEARING
3020 LAKELAND HIGHLANDS ROADLAKELANDFL33803$44,350GENERAL CONTRIBUTION
CENTRAL MISSIONARY CLEARING HOUSE
PO BOX 219228HOUSTONTX77218$10,000GENERAL CONTRIBUTION
CHILDREN'S HOME SOCIETY OF FLORIDA
1010 E ROSE STLAKELANDFL33801$11,400GENERAL CONTRIBUTION
CHRIST ANGLICAN CHURCH
PO BOX 2461CASHIERSNC28741$6,000GENERAL CONTRIBUTION
CHURCH OF THE RESURRECTION
3855 SOUTH FLORIDA AVELAKELANDFL33813$12,000GENERAL CONTRIBUTION
CIRCLE OF FRIENDS MINISTRY INC
105 E STUART STLAKE WALESFL33853$44,500GENERAL CONTRIBUTION
CLEAVELAND HEIGHTS 4-BAL INVITATION
PO BOX 2884LAKELANDFL33806$15,000GENERAL CONTRIBUTION
COLLEGE HEIGHTS UM CHURCH
942 SOUTH BLVDLAKELANDFL33803$40,000GENERAL CONTRIBUTION
CORNERSTONE HOSPICE FOUNDATION
2140 E CR 540 ALAKELANDFL33813$6,200GENERAL CONTRIBUTION
CRYSTAL SPRINGS FOUNDATION
40 RANCH ROADTHONOTOSASSAFL33592$55,000GENERAL CONTRIBUTION
DESIRE STREET MINISTRIES
PO BOX 1328DECATURGA30031$125,000STRATEGIC PARTNERSHI
EARLY CHILDHOOD INITIATIVE INC
3250 SW 3 AVENUE 6TH FLOORMIAMIFL33129$347,500VARIOUS PROGRAMS
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322$10,300OPERATIONS
EXPLORATIONS V CHILDREN'S MUSEUM
109 NORTH KENTUCKY AVELAKELANDFL33801$22,500GENERAL CONTRIBUTION
FAITH IN ACTION OF NORTH LAKELAND
1123 OMOHUNDRO AVELAKELANDFL33805$15,000HELPING HAND FEEDING
FAITH WITHOUT WORKS
5100 US HIGHWAY 98 NORTHLAKELANDFL33809$10,000GENERAL CONTRIBUTION
FAITH XTREME INC
1450 34TH STREET NWWINTER HAVENFL33881$10,000GENERAL CONTRIBUTION
FAMILY LITERACY ACADEMY OF LW
999 AVENUE H NEWINTER HAVENFL33881$8,500GENERAL CONTRIBUTION
FIRST UNITED METHODIST CHURCH
72 LAKE MORTON DRIVELAKELANDFL33801$130,590GROWTH SUPPORT
FLORENCE VILLA CDC
111 AVENUE R NEWINTER HAVENFL33881$7,200GENERAL CONTRIBUTION
FLORIDA AQUARIUM INC
701 CHANNELSIDE DRIVETAMPAFL33602$50,000GENERAL OPERATIONS
FLORIDA BAPTIST CHILDREN'S HOME
PO BOX 8190LAKELANDFL33602$14,319GENERAL CONTRIBUTION
FLORIDA DANCE THEATER
PO BOX 831LAKELANDFL33802$15,000GENERAL CONTRIBUTION
FLORIDA POLYTECHNIC UNIV FOUNDATION
4700 RESEARCH WAYLAKELANDFL33805$11,554SCHOLARSHIPS
FLORIDA SOUTHERN COLLEGE
111 LAKE HOLLINGSWORTH DRIVELAKELANDFL33803$1,487,469GENERAL OPERATIONS
FPC OF LAKELAND
175 LAKE HOLLINGSWORTH DRLAKELANDFL33801$48,864GENERAL CONTRIBUTION
FPC OF WINTER HAVEN
637 6TH STREET NWWINTER HAVENFL33881$16,890GENERAL CONTRIBUTION
FRIENDS OF THE WINTER HAVEN LIBRARY
335 AVE A NWWINTER HAVENFL33881$12,297GENERAL CONTRIBUTION
GENEVA CLASSICAL ACADEMY
4204 LAKELAND HIGHLANDS ROADLAKELANDFL33813$48,500TUITION SCHOLARSHIPS
GIRL SCOUT OF WEST CENTRAL FLORIDA
4610 EISENHOWER BLVDTAMPAFL33634$7,000GENERAL CONTRIBUTION
GIRLS INC OF LAKELAND
PO BOX 1975LAKELANDFL33802$11,000GENERAL CONTRIBUTION
GIRLS INC OF WINTER HAVEN
PO BOX 7285WINTER HAVENFL33883$10,640GENERAL CONTRIBUTION
GOOD SHEPARD HOSPICE - AUBURNDALE
105 ARNESON AVEAUBURNDALEFL33823$40,888GENERAL CONTRIBUTION
GOOD SHEPHERD HOSPICE
3470 LAKELAND HILLS BLVDLAKELANDFL33805$26,600VARIOUS PROGRAMS
GOODWILL INDUSTRIES - SUNCOAST
10596 GANDY BLVDST PETERSBURGFL33702$14,338GENERAL CONTRIBUTION
GOSPEL INC
PO BOX 3278LAKELANDFL33802$20,000INTERNSHIP
GREATER TAMPA BAY BOY SCOUTS
13228 NORTH CENTRAL AVETAMPAFL33612$36,312GENERAL CONTRIBUTION
H LEE MOFFIT CANCER CENTER
12902 MAGNOLIA DRTAMPAFL33612$6,416GENERAL CONTRIBUTION
HEALTHY START COALITION OF HARDEE
650 E DAVIDSON STBARTOWFL33830$10,000GENERAL CONTRIBUTION
HEART OF FLORIDA UNITED WAY
1940 TRAYLOR BLVDORLANDOFL32804$42,500VARIOUS PROGRAMS
HEARTLAND FOR CHILDREN
1239 EAST MAIN STREETBARTOWFL33830$19,950GENERAL CONTRIBUTION
HELP OF FT MEADE
202 W BROADWAYFORT MEADEFL33841$10,000GENERAL CONTRIBUTION
HERITAGE BAPTIST CHURCH
4202 PIPKIN CREEK ROADLAKELANDFL33813$5,500GENERAL CONTRIBUTION
HOLY CROSS CHURCH OF WINTER HAVEN
201 KIPLING LN SEWINTER HAVENFL33884$10,000GENERAL CONTRIBUTION
HUMANE SOCIETY OF POLK COUNTY
5850 BRANNEN ROADLAKELANDFL33813$10,835GENERAL OPERATIONS
IDOLS ASIDE MINISTRIES INC
214 ORANGE STAUBURNDALEFL33823$11,000GENERAL CONTRIBUTION
IMPERIAL POLK OBEDIENCE CLUB
PO BOX 5455LAKELANDFL33807$15,628GENERAL CONTRIBUTION
IMPERIAL SYMPHONY ORCHESTRA
PO BOX 2623LAKELANDFL33806$99,804GENERAL CONTRIBUTION
INHERITANCE OF HOPE
PO BOX 90PISGAH FORESTNC28768$16,500GENERAL CONTRIBUTION
KIDSPACK INC
3725 FRONTAGE RD N SUITE 1LAKELANDFL33810$24,000GENERAL CONTRIBUTION
LAKELAND CHRISTIAN SCHOOL
1111 FOREST PARK STREETLAKELANDFL33801$62,500OPERATIONS
LAKELAND COMMUNITY THEATER
PO BOX 2603LAKELANDFL33803$21,269GENERAL CONTRIBUTION
LAKELAND HABITAT FOR HUMANITY
1317 GEORGE JENKINS BLVDLAKELANDFL33815$60,000REPAIRS
LAKELAND KIWANIS CHARITABLE FDN
PO BOX 5146LAKELANDFL33807$14,638STUFF THE BUS
LAKELAND REGIONAL HEALTH FNDN
1324 LAKELAND HILLSLAKELANDFL33805$176,000GENERAL CONTRIBUTION
LAKELAND VOLUNTEERS IN MEDICINE
1021 LAKELAND HILLS BLVDLAKELANDFL33805$26,791VARIOUS PROGRAMS
LEARNING RESOURCE CENTER OF POLK CT
1628 S FLORIDA AVELAKELANDFL33803$20,566GENERAL CONTRIBUTION
LIGHTHOUSE MINISTRIES INC
519 N KENTUCKY AVENUELAKELANDFL33801$11,250GENERAL OPERATIONS
LOWRY PARK ZOOLOGICAL SOCIETY
1101 W SLIGH AVETAMPAFL33604$26,000GENERAL CONTRIBUTION
MARCH OF DIMES
1550 CRYSTAL DR STE 1300ARLINGTONVA22202$19,000GENERAL CONTRIBUTION
MEALS ON WHEELS OF POLK COUNTY
620 6TH STREET NWWINTER HAVENFL33881$13,751GENERAL CONTRIBUTION
MUSEUM OF SCIENCE & INDUSTRY
4801 E FOWLER AVETAMPAFL33617$7,500GENERAL CONTRIBUTION
NATIONAL BASEBALL HALL OF FAME
PO BOX 590COOPERSTOWNNY13326$10,000GENERAL CONTRIBUTION
NEMOURS FOUNDATION
10140 CENTURION PKWY NORTHJACKSONVILLEFL32256$10,000GENERAL CONTRIBUTION
NEW LIFE CENTER
516 LAKE BONNY DR ELAKELANDFL33801$10,000GENERAL CONTRIBUTION
NGA INC
3918 CANYON LAKE POINTLAKELANDFL33813$10,000GENERAL CONTRIBUTION
OUNCE OF PREVENTION FUND OF FLORIDA
111 N GADSDEN STTALLAHASSEEFL32301$10,000GENERAL CONTRIBUTION
PACE CENTER FOR GIRLS
101 WEST MAIN STREET SUITE 140LAKELANDFL33805$10,599GENERAL CONTRIBUTION
PARKER STREET MINISTRIES INC
719 N MASSACHUSETTS AVENUELAKELANDFL33801$132,000GENERAL OPERATIONS
PEACE RIVER CENTER
1239 EAST MAIN STREETBARTOWFL33830$39,391OPERATIONS
PLATFORM ART INC
120 E PINE STREET SUITE 3LAKELANDFL33801$14,000GENERAL CONTRIBUTION
POLICE ATHLETIC LEAGUE OF LAKELAND
PO BOX 1095LAKELANDFL33802$10,250GENERAL CONTRIBUTION
POLK COUNTY PUBLIC SCHOOLS
1915 S FLORAL AVENUEBARTOWFL33831$18,000GENERAL CONTRIBUTION
POLK EDUCATION FOUNDATION
1530 SHUMATE DRBARTOWFL33830$53,787GENERAL CONTRIBUTION
POLK MUSEUM OF ART
800 E PALMETTO STREETLAKELANDFL33801$47,269VARIOUS PROGRAMS
POLK STATE COLLEGE FOUNDATION INC
3425 WINTER LAKE RDLAKELANDFL33803$45,700SCHOLARSHIPS
POLK THEATER INC
139 S FLORIDA AVELAKELANDFL33801$7,469GENERAL CONTRIBUTION
PROJECT HARMONY
11949 Q STREETOMAHANE68137$13,000GENERAL CONTRIBUTION
RANDY ROBERTS FOUNDATION
PO BOX 2753LAKELANDFL33806$11,458GENERAL CONTRIBUTION
RESURRECTION CATHOLIC SCHOOL
3720 OLD ROAD 37LAKELANDFL33813$6,000GENERAL CONTRIBUTION
SAFE PLACE AND RAPE CRISIS CENTER
2139 MAIN STREETSARASOTAFL34237$12,500GENERAL CONTRIBUTION
SANTA FE CATHOLIC HS
3110 HIGHWAY 92 EASTLAKELANDFL33801$6,000GENERAL CONTRIBUTION
SEE JESUS
PO BOX 197TELFORDPA18969$10,000GENERAL CONTRIBUTION
SOUTHEASTERN GUIDE DOGS
4210 77TH STREET EASTPALMETTOFL34221$130,200GENERAL CONTRIBUTION
SOUTHERN SCHOLARSHIP FOUNDATION
322 STADIUM DRTALLAHASSEEFL32304$7,000SCHOLARSHIP
SOUTHSIDE BAPTIST CHURCH - LAKELAND
5330 LAKELAND HIGHLANDS ROADLAKELANDFL33813$20,300GENERAL CONTRIBUTION
ST JOSEPH'S CATHOLIC CHURCH
PO BOX 30LAKELANDFL33802$6,250GENERAL CONTRIBUTION
ST JOSEPH'S ROMAN CATHOLIC CHURCH
532 AVE M NWWINTER HAVENFL33881$10,890GENERAL CONTRIBUTION
ST LEO UNIVERSITY
PO BOX 6665ST LEOFL33574$33,500GENERAL CONTRIBUTION
STETSON UNIVERSITY
1401 61ST STREETST PETERSBURYFL33701$50,000GENERAL
TAKE HEART PROJECT
248 N KENTUCKY AVELAKELANDFL33801$11,000GENERAL CONTRIBUTION
TALBOT HOUSE MINISTRIES
814 N KENTUCKY AVELAKELANDFL33801$36,351GENERAL CONTRIBUTION
THE SALVATION ARMY
830 N MASSACHUSETTS AVELAKELANDFL33801$236,024GENERAL OPERATIONS
THE SALVATION ARMY - WINTER HAVEN
1898 HIGHWAY 17 NORTHWINTER HAVENFL33881$39,477GENERAL CONTRIBUTION
THEATER WINTER HAVEN
PO DRAWER 1230WINTER HAVENFL33882$19,620GENERAL CONTRIBUTION
TRI-COUNTY HUMAN SERVICES
1815 CRYSTAL LAKE DRIVELAKELANDFL33801$14,424GENERAL CONTRIBUTION
TRINITY PRESBYTERIAN CHURCH
301 N FLORIDA AVELAKELANDFL33801$124,850GENERAL CONTRIBUTION
UNITED WAY OF BROWARD COUNTY
1300 S ANDREWS AVENUEFT LAUDERDALEFL33316$40,000VARIOUS PROGRAMS
UNITED WAY OF CENTRAL FLORIDA
PO BOXHIGHLAND CITYFL33846$590,034VARIOUS PROGRAMS
UNITED WAY OF CITRUS COUNTY
1205 NE 5TH STCRYSTAL RIVERFL34429$52,500VARIOUS PROGRAMS
UNITED WAY OF LEE HENDRY GLADES
7273 CONCOURSE DRIVEFORT MYERSFL33908$52,500VARIOUS PROGRAMS
UNITED WAY OF MARION COUNTY
1401 NE 2ND STREETOCALAFL34470$40,000VARIOUS PROGRAMS
UNITED WAY OF MIAMI-DADE COUNTY
3250 SW 3RD AVENUEMIAMIFL33129$30,000VARIOUS PROGRAMS
UNITED WAY OF NORTH CENTRAL FLORIDA
6031 NW 1ST PLACEGAINESVILLEFL32607$30,000VARIOUS PROGRAMS
UNITED WAY OF NORTHEAST FLORIDA
1301 RIVERPLACE BLVDJACKSONVILLEFL32207$30,000VARIOUS PROGRAMS
UNITED WAY OF ST LUCIE COUNTY
4800 US 1FORT PIERCEFL34982$85,000GENERAL CONTRIBUTION
UNITED WAY OF SUWANNEE VALLEY
325 NE HERNANDO AVELAKE CITYFL32055$42,500VARIOUS PROGRAMS
UNITED WAY OF THE BIG BEND
307 E 7TH AVENUETALLAHASSEEFL32303$30,000VARIOUS PROGRAMS
UNITED WAY OF VOLUSIA-FLAGLER COUNT
3747 W INTERNATIONAL SPEEDWAY BLVDDAYTONA BEACHFL32124$23,806VARIOUS PROGRAMS
UNITED WAY SUNCOAST
5201 W KENNEDY BLVD 600TAMPAFL33609$60,000READING PALS
VOLUNTEERS IN SERVICE TO ELDERLY
1232 E MAGNOLIA STREETLAKELANDFL33801$55,510GENERAL SUPPORT
WAKE FOREST UNIVERSITY
PO BOX 7227WINSTONSALEMNC27109$250,600GENERAL CONTRIBUTION
WINTER HAVEN HOSPTIAL FOUNDATION
200 AVE F NEWINTER HAVENFL33881$21,483GENERAL CONTRIBUTION
WOMEN'S RESOURCE CENTER OF FLORIDA
165 AVE A NWWINTER HAVENFL33881$15,541GENERAL CONTRIBUTION
YMCA OF WEST CENTAL FLORIDA
3620 CLEVELAND HEIGHTSLAKELANDFL33813$65,000GENERAL OPERATIONS
YOUTH FOR CHRIST USA INC
PO BOX 2584WINTER HAVENFL33883$11,000GENERAL CONTRIBUTION
FAITH BAPTIST CHURCH OF WINTER HAVE
2140 CRYSTAL BEACH ROADWINTER HAVENFL33880$150,000GENERAL CONTRIBUTION
CANAAN LAND FOUNDATION
2001 SEMINOLE TRAILLAKELANDFL33803$110,000GENERAL CONTRIBUTION
UNITED WAY EMERALD COAST
112 TUPELO AVENUE SEFORT WALTON BEACHFL32548$85,000GENERAL CONTRIBUTION
AEROSPACE CENTER FOR EXCELLENCE
4175 MEDULLA ROADLAKELANDFL33811$53,000GENERAL CONTRIBUTION
UNITED WAY OF WEST FLORIDA
1301 W GOVERNMENT STPENSACOLAFL32502$43,595GENERAL CONTRIBUTION
FEEDING TAMPA BAY
4702 TRANSPORT DRIVE BLDG 6TAMPAFL33605$40,000GENERAL CONTRIBUTION
THE MISSION
180 EAST CENTRAL AVENUEWINTER HAVENFL33882$34,309GENERAL CONTRIBUTION
BOB JONES UNIVERSITY
1700 WADE HAMPTON BLVDGREENVILLESC29614$25,000GENERAL CONTRIBUTION
KIDS NEED BOTH
820 VISTABULALAKELANDFL33801$22,666GENERAL CONTRIBUTION
FIRST PRESBYTERIAN CHURCH OF BARTOW
355 S FLORIDA AVENUEBARTOWFL33830$20,000GENERAL CONTRIBUTION
MARSHALL MIDDLE SCHOOL
18 S MARYLAND AVENUEPLANT CITYFL33563$19,330GENERAL CONTRIBUTION
RABUN GAP PRESBYTERIAN CHURCH
8397 WOLFFORK ROADRABUN GAPGA30568$15,050GENERAL CONTRIBUTION
LEGACY CHRISTIAN CHURCH
901 W BEACON ROADLAKELANDFL33803$15,000GENERAL CONTRIBUTION
CHURCH WORLD SERVICES
PO BOX 968ELKHARTIN46515$11,500GENERAL CONTRIBUTION
HOLY TRINITY EPISCOPAL CHURCH
3240 N MCMULLEN BOOTH ROADCLEARWATERFL33761$10,000GENERAL CONTRIBUTION
OPERATION SMILE
3461 FACULTY BLVDVIRGINIA BEACHVA23453$10,000GENERAL CONTRIBUTION
PEDRO MARTINEZ FOUNDATION
PO BOX 990045BOSTONMA02199$10,000GENERAL CONTRIBUTION
POLK COUNTY TOYS FOR TOTS
PO BOX 303LAKELANDFL33802$10,000GENERAL CONTRIBUTION
PRINCE'S TRUST OF AMERICA INC
45 WEST 27TH STREETNEW YORKNY10001$10,000GENERAL CONTRIBUTION
CHRIST COMMUNITY PRESBYTERIAN CHC
6565 S FLORIDA AVENUELAKELANDFL33813$9,000GENERAL CONTRIBUTION
FROSTPROOF CARE CENTER FOUNDATION
17 S SCENIC HWYFROSTPROOFFL33843$8,329GENERAL CONTRIBUTION
FUMC OF AUBURNDALE
316 LAKE ARIANA BLVDAUBURNDALEFL33823$8,000GENERAL CONTRIBUTION
KIDS ARK INTERNATIONAL
PO BOX 7361LAKELANDFL33807$8,000GENERAL CONTRIBUTION
SPRING OBSESSION INC
PO BOX 2171LAKELANDFL33806$8,000GENERAL CONTRIBUTION
ELDERPOINT MINISTRIES
228 AVE C SWWINTER HAVENFL33880$7,500GENERAL CONTRIBUTION
THE BARN PLAYERS
1000 E 9TH STREETKANSAS CITYMO64106$7,500GENERAL CONTRIBUTION
TRACK TO TRAIL
3847 2ND AVE SENAPLESFL34117$7,200GENERAL CONTRIBUTION
CHRIST COMMUNITY CHURCH BRASELTON
2345 THOMPSON MILL ROADBUFORDGA30519$7,000GENERAL CONTRIBUTION
SOUTHEASTERN UNIVERSITY
1000 LONGFELLOW BLVDLAKELANDFL33801$7,000GENERAL CONTRIBUTION
FLAGLER VOLUNTEER SERVICES
PO BOX 353755PALM COASTFL32135$6,194GENERAL CONTRIBUTION
PENNYBYRN AT MARYFIELD
109 PENNY ROADHIGH POINTNC27260$6,000GENERAL CONTRIBUTION
ST PAUL LUTHERN CHURCH
4450 HARDEN BLVDLAKELANDFL33813$6,000GENERAL CONTRIBUTION
LIGHTHOUSE FOR THE BLIND
1106 W PLATT STREETTAMPAFL33606$5,041GENERAL CONTRIBUTION
POLK TRAINING CENTER
111 CREEK ROAD 7123LAKE ALFREDFL33850$5,041GENERAL CONTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org435Total501c3OrgCnt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution97ContributionCnt
Noncash Contributions Rpt F990$17,056,984NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6BOARD MEMBERS AND COMMITTEES ARE ALL VOLUNTEER.
FORM 990, PAGE 2, PART III, LINE 4ATHE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF POLK, HARDEE, AND HIGHLANDS COUNTIES. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE THE COMMUNITY AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR COMMUNITY, THE FOUNDATION PROVIDES QUALIFIED COUNSEL, GUIDANCE AND STEWARDSHIP IN HELPING THEM MEET THEIR CHARITABLE GOALS; 2) LOCAL NON- PROFIT CHARITIES: THE FOUNDATION DISTRIBUTES MONIES IN ACCORDANCE WITH DONOR DESIRES. IN ADDITION, IT PROVIDES SUPPORT FOR SPECIFIC PROGRAMS AND OFFERS ASSISTANCE IN MANAGING INDIVIDUAL ENDOWMENT FUNDS. 3) THE COMMUNITY AT LARGE: THE FOUNDATION AND ITS BOARD SERVE AS A CATALYST WITH POLK, HARDEE,AND HIGHLANDS COUNTIES IN ADDRESSING THE NEEDS OF OUR COMMUNITY. THROUGH GRANT MAKING BY DONORS, THE FOUNDATION REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE.
FORM 990, PAGE 2, PART III, LINE 4DWE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY.
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS PROVIDED TO BOARD MEMBERS EITHER AT A MEETING OR VIA EMAIL.
FORM 990, PAGE 6, PART VI, LINE 12CA CONFLICT OF INTEREST POLICY IS IN PLACE AND ENFORCED.
FORM 990, PAGE 6, PART VI, LINE 15ATHE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO - SELF ASSESSMENT AND ASSESSMENT FROM THE BOARD MEMBERS. THE BOARD USES COMPARATIVE SALARY REPORTS FOR NON-PROFITS.
FORM 990, PAGE 6, PART VI, LINE 15BTHE BOARD USES COMPARATIVE SALARY REPORTS FOR NON-PROFITS.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.