SYMONDS FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SYMONDS FAMILY FOUNDATION INC (EIN 36-7380980)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-01
- IRS object ID
- 201911839349100101
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-01T11:30:14-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134297440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA A HENSON CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1166 CARMEL CIRCLE APT 220 | AddressLine1Txt |
| City | Casselberry | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367380980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYMONDS FAMILY FDN 4025894681 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYMO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 PALM LANE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E ROGERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4077974953 | PhoneNum |
| Signature | 2019-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A HENSON | PreparerPersonNm |
| PTIN | P00071096 | PTIN |
| Phone | 4076733450 | PhoneNum |
| Preparation | 2019-07-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.239.181.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-02 | IPDt |
| IP Tm | 09:27:14 | IPTm |
| Federal Original Submission Id | 5946362019183a2cxkxv | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-07-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7B2513B8F8B8B15990ADAF57BBECE45275830B55 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B2513B8F8B8B15990ADAF57BBECE45275830B55 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,000,915 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $218 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,293 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,146 | GrossSalesPriceAmt |
| Total Rev And Expnss | $72,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,511 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $24,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,290 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $561 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $561 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $944 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $944 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,795 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,997 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,997 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,792 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,792 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,511 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,718 | CashBOYAmt |
| Cash EOY | $59,331 | CashEOYAmt |
| Cash EOYFMV | $59,331 | CashEOYFMVAmt |
| Corporate Stock BOY | $935,174 | CorporateStockBOYAmt |
| Corporate Stock EOY | $903,152 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $941,584 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $955,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $962,483 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,000,915 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $955,892 | RetainedEarningBOYAmt |
| Retained Earning EOY | $962,483 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $955,892 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $962,483 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $955,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $962,483 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $955,892 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,591 | ExcessRevenueOverExpensesAmt |
| Subtotal | $962,483 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $962,483 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,065,289 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058444 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,734 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,013,874 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059903 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,591 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,085,793 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058566 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,195 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $977,318 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081033 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,437 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,044,450 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072227 | DistributionYr5Rt |
| Total Distribution | 0.330173 | TotalDistributionRt |
| Average Distribution | 0.066035 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,106,643 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,077 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $515 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,592 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,792 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,030 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,030 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,030 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Tax Due | $730 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | WILLIAM E ROGERS | IndividualWithBooksNm |
| Phone | 4078946529 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 PALM LANE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E ROGERS | ||||||||
| 2021 PALM LANE | ORLANDO | FL | 32803 | PRESIDENTTREASURER | 1.00 | $0 | $0 | $0 |
| JAMES ROGERS | ||||||||
| 358 HUDSON ST | REDWOOD CITY | CA | 94062 | VP | 0.00 | $0 | $0 | $0 |
| LOUISE FRENCH | ||||||||
| 1927 GREEN MEADOW LANE | ORLANDO | FL | 32825 | SECRETARY | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CENTRAL COAST YOUTH CHORUS MCFADDEN MINISTRY GRACE MEDICAL HOME | Description1Txt |
| Expenses1 | $15,000 | Expenses1Amt |
| Description2 | MUSIC MINSTRIES - OUR LADY OF MT CARMEL CHURCH AND SCHOOL ST LUKES LUTHERAN CHURCH-CANTATA CHOIR | Description2Txt |
| Expenses2 | $4,200 | Expenses2Amt |
| Description3 | WORLD MISSION & EVANGELISM FIRST BAPTIST CHURCH OF PINE CASTLE FIRST PRESBYTERIAN CHURCH-GOOD SAMARITAN FUND | Description3Txt |
| Expenses3 | $17,797 | Expenses3Amt |
| Description4 | WINTER PARK HIGH SCHOOL TYLER RUSH FOUNDATION | Description4Txt |
| Expenses4 | $3,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,061,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,123,495 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,123,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,106,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,030 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,030 | TotalTaxAmt |
| Distributable Before Adj | $54,302 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,302 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,792 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,792 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $65,792 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,302 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $23,470 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,055 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,598 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,936 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,592 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,651 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,792 | QualifyingDistributionsAmt |
| Applied To Current Year | $54,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,490 | RemainingDistriFromCorpusAmt |
| Total Corpus | $97,141 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,470 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $73,671 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,055 | ExcessFromYear4Amt |
| Excess From Year3 | $10,598 | ExcessFromYear3Amt |
| Excess From Year2 | $10,936 | ExcessFromYear2Amt |
| Excess From Year1 | $9,592 | ExcessFromYear1Amt |
| Excess From Current Year | $11,490 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL COAST CHILDRENS CHOIR | |||||||
| PO BOX 15757 | San Luis Obispo | CA | 93406 | NONE | PC | YOUTH CHORUS | $8,000 |
| GRACE MEDICAL HOME | |||||||
| 51 PENNSLVANIA ST | Orlando | FL | 32806 | NONE | PC | INDIGENT MEDICAL CARE | $2,000 |
| OUR LADY OF MT CARMEL CHURCH | |||||||
| 300 FULTON ST | Redwood City | CA | 94062 | NONE | PC | MUSIC MINISTRY | $2,500 |
| WORLD MISSIONS EVANGELISM INC | |||||||
| PO BOX 790 | Benton | KY | 42025 | NONE | PC | STUDENT MINISTRY | $1,000 |
| WINTER PARK HIGH SCHOOL | |||||||
| 2100 SUMMERFIELD RD | Winter Park | FL | 32792 | NONE | PC | MUSIC DEPARTMENT | $3,000 |
| LARRY MCFADDEN MINISTRIES INC | |||||||
| PO BOX 568545 | Orlando | FL | 32856 | NONE | PC | TRAINING CONFERENCE SPONSOR | $5,000 |
| FIRST BAPTIST CHURCH OF PINE CASTLE | |||||||
| 1001 HOFFNER AVE | Orlando | FL | 32809 | NONE | PC | NEW AV EQUIP | $14,797 |
| ST LUKES LUTHERAN CHURCH | |||||||
| 2021 W STATE RD 426 | Oviedo | FL | 32765 | NONE | PC | CANTATA CHOIR | $700 |
| FIRST BAPTIST CHURCH OF PINE CASTLE | |||||||
| 1001 HOFFNER AVE | Orlando | FL | 32809 | NONE | PC | ENGLISH MINISTRY | $1,000 |
| OUR LADY OF CARMEL SCHOOL | |||||||
| 300 FULTON ST | Redwood City | CA | 94062 | NONE | PC | ANN FUND DRIVE | $1,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 106 E CHURCH ST | Orlando | FL | 32801 | NONE | PC | GOOD SAMARITAN FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,997 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $218 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,716 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $51,293 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $76,227 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,227 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| FIDELITY | ||||||||
| ISHARES TR S&P US PFD STK PFF | 2017-06 | PURCHASE | 2018-04 | $16,691 | $17,645 | $0 | -$954 | $0 |
| FIDELITY | ||||||||
| VANGUARD WORLD FD MEGA | 2017-06 | 2018-06 | $3,103 | $2,632 | $0 | $471 | $0 | |
| FIDELITY | ||||||||
| SEE STOCK LIST | 2016-01 | PURCHASE | 2018-12 | $86,352 | $64,997 | $0 | $21,355 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS STOCKS | StockNm |
| EOY Book Value | $903,152 | EOYBookValueAmt |
| EOYFMV | $941,584 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $14,326 | $0 | $0 | $14,326 |
| ACCOUNTING | $460 | $0 | $0 | $460 |
| LINCOLN FINANCIAL FEE | $8,560 | $0 | $0 | $8,560 |
| MEETING COST-BOARD OF DIRECTOR | $944 | $0 | $0 | $944 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IRS | $500 | $0 | $0 | $500 |
| FL ANNUAL FEE | $61 | $0 | $0 | $61 |