SYMONDS FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SYMONDS FAMILY FOUNDATION INC (EIN 36-7380980)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-30
- IRS object ID
- 201811509349100001
- Schema version
- 2017v2.2
- 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 | 2018-05-30T00:51:34-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 327076455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-05-26 | 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 | 2018-05-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,132,037 | 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 | $8,805 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,805 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,989 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,326 | GrossSalesPriceAmt |
| Total Rev And Expnss | $57,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,794 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,995 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,995 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $957 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $957 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,133 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,133 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,345 | CashBOYAmt |
| Cash EOY | $20,718 | CashEOYAmt |
| Cash EOYFMV | $20,718 | CashEOYFMVAmt |
| Corporate Stock BOY | $929,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $935,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,111,319 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $961,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $955,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,132,037 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $961,056 | RetainedEarningBOYAmt |
| Retained Earning EOY | $955,892 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $961,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $955,892 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $961,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $955,892 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $961,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,164 | ExcessRevenueOverExpensesAmt |
| Subtotal | $955,892 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $955,892 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,734 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,013,874 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,591 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,085,793 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058566 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $977,318 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081033 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,437 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,044,450 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072227 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,188 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,013,323 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059397 | DistributionYr5Rt |
| Total Distribution | 0.331125 | TotalDistributionRt |
| Average Distribution | 0.066225 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,065,289 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,549 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $298 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,847 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,260 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $596 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $596 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $896 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $896 | TotalPaymentsAndCreditsAmt |
| Overpayment | $300 | OverpaymentAmt |
| Applied To ES Tax | $300 | AppliedToESTaxAmt |
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 |
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 CHILDRENS CHOIR MCFADDEN MINISTRY GRACE MEDICAL HOME | Description1Txt |
| Expenses1 | $16,000 | Expenses1Amt |
| Description2 | MUSIC MINSTRIES - OUR LADY OF MT CARMEL CHURCH AND SCHOOL FIGHTING FOR OUR HEROES FOUNDATION | Description2Txt |
| Expenses2 | $6,155 | Expenses2Amt |
| Description3 | WORLD MISSION & EVANGELISM FIRST BAPTIST CHURCH OF PINE CASTLE FIRST PRESBYTERIAN CHURCH-KIDS ACROSS AMERICA | Description3Txt |
| Expenses3 | $5,500 | Expenses3Amt |
| Description4 | WINTER PARK HIGH SCHOOL TYLER RUSH FOUNDATION & NSO RECORDING SESSION & TAKE 7 CRUCHRIST SCHOOL | Description4Txt |
| Expenses4 | $10,520 | 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 | $1,014,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,081,512 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,081,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,223 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,065,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,264 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $596 | TotalTaxAmt |
| Distributable Before Adj | $52,668 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,668 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,668 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,260 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,260 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $62,260 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,668 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,470 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,055 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,598 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,936 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,759 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,260 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,592 | RemainingDistriFromCorpusAmt |
| Total Corpus | $95,351 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $85,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,470 | ExcessFromYear4Amt |
| Excess From Year3 | $31,055 | ExcessFromYear3Amt |
| Excess From Year2 | $10,598 | ExcessFromYear2Amt |
| Excess From Year1 | $10,936 | ExcessFromYear1Amt |
| Excess From Current Year | $9,592 | 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 (12 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 | CHILDRENS CHOIR | $9,000 |
| 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 | $3,000 |
| OUR LADY OF CARMEL SCHOOL | |||||||
| 300 FULTON ST | Redwood City | CA | 94062 | NONE | PC | TUITION ASSISTANCE | $1,000 |
| WORLD MISSIONS EVANGELISM INC | |||||||
| PO BOX 790 | Benton | KY | 42025 | NONE | PC | MISSIONARY SUPPORT | $1,500 |
| WINTER PARK HIGH SCHOOL | |||||||
| 2100 SUMMERFIELD RD | Winter Park | FL | 32792 | NONE | PC | MUSIC DEPARTMENT | $9,000 |
| FIRST BAPTIST CHURCH OF PINE CASTLE | |||||||
| 1001 HOFFNER AVE | Orlando | FL | 32809 | NONE | PC | MISSION TRIP | $2,500 |
| LARRY MCFADDEN MINISTRIES INC | |||||||
| PO BOX 568545 | Orlando | FL | 32856 | NONE | PC | TRAINING CONFERENCE SPONSOR | $5,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 106 E CHURCH ST | Orlando | FL | 32801 | NONE | PC | KIDS ACROSS AMERICA | $1,500 |
| FIGHTING FOR OUR HEROES FOUND | |||||||
| 2763 SCARBOROUGH DR | Kissimmee | FL | 34744 | NONE | PC | DISABLED VETS | $2,155 |
| CRU | |||||||
| PO BOX 628222 | Orlando | FL | 328628222 | NONE | PC | BIBLE DISTRIBUTION | $270 |
| THE CHRIST SCHOOL | |||||||
| 106 E CHURCH ST | Orlando | FL | 32801 | NONE | PC | UKULELES FOR MUSIC PROGRAM | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,175 | 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 | $8,805 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $20,989 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $27,302 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $57,096 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,096 | 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 (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| FIDELTIY | ||||||||
| BLACKROCK NATURAL RESOURCES | 2016-12 | PURCHASE | 2017-04 | $87 | $101 | $0 | -$14 | $0 |
| FIDELITY | ||||||||
| BLACKROCK NATURAL RESOURCES | 2015-12 | PURCHASE | 2017-04 | $13,540 | $15,869 | $0 | -$2,329 | $0 |
| FIDELITY | ||||||||
| US TREASURY BONDS | 2015-12 | PURCHASE | 2017-05 | $100,000 | $100,000 | $0 | $0 | $0 |
| FIDELITY | ||||||||
| EATON VANCE | 2016-12 | PURCHASE | 2017-04 | $1,489 | $1,542 | $0 | -$53 | $0 |
| FIDELITY | ||||||||
| EATON VANCE NATIONAL LMT MATUR | 2015-12 | PURCHASE | 2017-04 | $49,570 | $51,322 | $0 | -$1,752 | $0 |
| FIDELITY | ||||||||
| FIDELITY CAPITAL GAIN DISTRIB | 2015-12 | PURCHASE | 2017-12 | $33,448 | $0 | $0 | $33,448 | $0 |
| FIDELITY | ||||||||
| NEUBERGER BERMAN REAL ESTATE | 2016-12 | PURCHASE | 2017-06 | $1,136 | $1,161 | $0 | -$25 | $0 |
| FIDELITY | ||||||||
| NEUBERGER BERMAN REAL ESTATE | 2015-12 | PURCHASE | 2017-06 | $7,541 | $7,707 | $0 | -$166 | $0 |
| FIDELITY | ||||||||
| SEI LARGE CAP CL A | 2016-12 | PURCHASE | 2017-04 | $271 | $288 | $0 | -$17 | $0 |
| FIDELITY | ||||||||
| SEI LARGE CAP CL A | 2015-12 | PURCHASE | 2017-12 | $27,244 | $29,034 | $0 | -$1,790 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS STOCKS | StockNm |
| EOY Book Value | $935,174 | EOYBookValueAmt |
| EOYFMV | $1,111,319 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $13,678 | $0 | $0 | $13,678 |
| ACCOUNTING | $460 | $0 | $0 | $460 |
| LINCOLN FINANCIAL FEE | $7,857 | $0 | $0 | $7,857 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IRS | $896 | $0 | $0 | $896 |
| FL ANNUAL FEE | $61 | $0 | $0 | $61 |