KIWANIS CLUB OF ORLANDO FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KIWANIS CLUB OF ORLANDO FOUNDATION INC (EIN 51-0203854)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-02-14
- IRS object ID
- 201510459349100306
- Schema version
- 2013v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-14T21:02:49-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204193611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Batts Morrison Wales & Lee PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 North Orange Avenue Suite 800 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510203854 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kiwanis Club of Orlando Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIWA | BusinessNameControlTxt |
| Phone | 4077405444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Maitland Avenue No 2007 | AddressLine1 |
| City | Altamonte Springs | City |
| State | FL | State |
| ZIP Code | 32701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Harry Brumley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4077405444 | PhoneNum |
| Signature | 2015-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele M Wales | PreparerPersonNm |
| PTIN | P00428093 | PTIN |
| Phone | 4077706000 | PhoneNum |
| Preparation | 2015-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,619,758 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $112,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $323,627 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,249 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $251,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $251,344 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,212 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,106 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,106 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $53,334 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $33,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,620 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,726 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $189,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,041 | CashBOYAmt |
| Cash EOY | $60,659 | CashEOYAmt |
| Cash EOYFMV | $60,659 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,606,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,865,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,865,015 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,170,493 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $476,409 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,747,418 | LandBOYAmt |
| Land EOY | $2,694,084 | LandEOYAmt |
| Land EOYFMV | $2,694,084 | LandEOYFMVAmt |
| Total Assets BOY | $8,443,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,619,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,619,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,443,686 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,619,758 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,443,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,619,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,443,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,619,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,443,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $214,214 | OtherIncreasesAmt |
| Subtotal | $8,619,758 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,619,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $323,627 | GrossSalesPriceAmt |
| Cost Or Other Basis | $184,378 | CostOrOtherBasisAmt |
| Gain Or Loss | $139,249 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $139,249 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,249 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $147,173 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,293,785 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027801 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $151,018 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,804,873 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031430 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $106,999 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,983,388 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021471 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $162,095 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,590,318 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035312 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $140,626 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,048,223 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034738 | DistributionYr5Rt |
| Total Distribution | 0.150752 | TotalDistributionRt |
| Average Distribution | 0.030150 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,933,885 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $178,907 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,064 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $180,971 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $189,746 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,064 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,064 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $369 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Robert Linder | IndividualWithBooksNm |
| Phone | 4077405444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Maitland Ave Ste 2007 | AddressLine1 |
| City | Altamonte Springs | City |
| State | FL | State |
| ZIP Code | 32701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Harry Brumley | ||||||||
| 377 Maitland Avenue Suite 2007 | Altamonte Springs | FL | 32701 | President/Director | 1.00 | $0 | $0 | $0 |
| John Roper | ||||||||
| 377 Maitland Avenue Suite 2007 | Altamonte Springs | FL | 32701 | Vice President/Director | 1.00 | $0 | $0 | $0 |
| Robert Linder | ||||||||
| 377 Maitland Avenue Suite 2007 | Altamonte Springs | FL | 32701 | Treasurer/Director | 1.00 | $0 | $0 | $0 |
| Tom Porter | ||||||||
| 377 Maitland Avenue Suite 2007 | Altamonte Springs | FL | 32701 | Secretary/Director | 1.00 | $0 | $0 | $0 |
| Harvey Burnett | ||||||||
| 377 Maitland Avenue Suite 2007 | Altamonte Springs | FL | 32701 | Director | 1.00 | $0 | $0 | $0 |
| Vernon Swartsel | ||||||||
| 377 Maitland Avenue Suite 2007 | Altamonte Springs | FL | 32701 | Director | 1.00 | $0 | $0 | $0 |
| Tony Pike | ||||||||
| 377 Maitland Avenue Suite 2007 | Altamonte Springs | FL | 32701 | Director | 1.00 | $0 | $0 | $0 |
| Rick Sickles | ||||||||
| 377 Maitland Avenue Suite 2007 | Altamonte Springs | FL | 32701 | Director | 1.00 | $0 | $0 | $0 |
| Bill McCormac | ||||||||
| 377 Maitland Avenue Suite 2007 | Altamonte Springs | FL | 32701 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,944,435 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,024,249 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,024,249 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,933,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,064 | TotalTaxAmt |
| Distributable Before Adj | $294,630 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,630 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $294,630 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $189,746 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $189,746 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,064 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $187,682 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,630 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $182,997 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $189,746 | QualifyingDistributionsAmt |
| Applied To Year1 | $182,997 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,749 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $287,881 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kiwanis Club of Orlando Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Maitland Avenue | AddressLine1 |
| City | Altamonte Springs | City |
| State | FL | State |
| ZIP Code | 32701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4077405444 | RecipientPhoneNum |
| Form And Info And Materials | The Foundation provides grants to nonprofit organizations that support and assist children and youth in Orange County, Florida and the surrounding communities. Contact the Foundation directly for questions regarding applications. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Contact the Foundation directly for submission deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Contact the Foundation directly for restrictions or limitations on awards. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys & Girls Club of Central Florida | |||||||
| 801 N Magnolia Ave Ste 305 | Orlando | FL | 32803 | None | 501(c)(3) Public Cha | Support of "Youth of the Year" event | $3,000 |
| Central Florida Foundation Inc | |||||||
| 1411 Edgewater Drive Ste 203 | Orlando | FL | 32804 | None | 501(c)(3) Public Cha | Contribution to donor advised funds | $65,720 |
| Christian Service Center for Central Florida Inc | |||||||
| 808 W Central Blvd | Orlando | FL | 32805 | None | 501(c)(3) Public Cha | To provide emergency food for four existing schools and two new schools that enrolled in the program | $9,800 |
| Downtown Kiwanis Charities Inc | |||||||
| 626 Lake Dot Circle | Orlando | FL | 32801 | None | 501(c)(3) Public Cha | Community activities | $5,000 |
| Elevate Orlando Inc | |||||||
| PO Box 940633 | Maitland | FL | 32794 | None | 501(c)(3) Public Cha | Mini Bus | $35,000 |
| Orlando Day Nursery Association | |||||||
| 626 Lake Dot Circle | Orlando | FL | 32801 | None | 501(c)(3) Public Cha | Support for general operating expenses | $39,000 |
| UCP of Central Florida | |||||||
| 1221 W Colonial Dr Suite 300 | Orlando | FL | 32804 | None | 501(c)(3) Public Cha | Touchscreen computers | $9,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,020 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $251,344 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,344 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $4,212 | Amt |
| Net Investment Income | $2,106 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,106 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| Land | 2005-10-01 | $1,111,746 | L | $0 | $0 | ||
| Building | 2005-10-01 | $2,051,695 | SL | $52,608 | $0 | $418,672 | 39.000000000000 |
| Building Improvements | 2006-10-01 | $2,416 | SL | $62 | $0 | $431 | 39.000000000000 |
| Signs | 2007-12-15 | $4,636 | SL | $664 | $0 | $3,972 | 7.000000000000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | During the year ended September 30, 2014, the Foundation made distributions in the amount of $30,720 and $35,000 to donor advised funds over which the Foundation had advisory privileges and has treated these distributions as qualifying distributions.The Foundation made a $30,720 irrevocable distribution to a donor advised fund sponsored by the Central Florida Foundation, Inc. ("the Sponsoring Organization") for the purpose of providing small "micro-grants" (in amounts not to exceed $1,000 per grantee) to nonprofit organizations that support and assist children and youth in Orange County, Florida and the surrounding communities, consistent with the exempt purposes of both the Foundation and the Sponsoring Organization. The Foundation solicits, processes, and vets grant applications that meet these criteria. All funds held in the donor advised fund are normally distributed to selected grantees within one year of the Foundation's distribution to the donor advised fund.The Foundation made a $35,000 irrevocable distribution to a second donor advised fund sponsored by the Sponsoring Organization for the purpose of providing capital to maintain the facility used by Orlando Day Nursery or other 501(c)(3) entity as directed by the Kiwanis Club of Orlando Foundation Board.The Sponsoring Organization completes due diligence on all grant recommendations. The Foundation's Board of Directors serves as an Advisory Committee to advise the Sponsoring Organization of its wishes concerning distributions from the donor advised funds, but understands that the Sponsoring Organization will evaluate whether the advice is consistent with the specific needs of the proposed recipient and deserving of the support according to the criteria of the Sponsoring Organization. Pursuant to the donor advised fund agreements, the Sponsoring Organization is not legally bound by the advice of the Foundation's Advisory Committee. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Charles Schwab & Co | StockNm |
| EOY Book Value | $5,865,015 | EOYBookValueAmt |
| EOYFMV | $5,865,015 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $1,111,746 | $0 | $1,111,746 | $1,111,746 |
| Building | $2,051,695 | $471,280 | $1,580,415 | $1,580,415 |
| Building Improvements | $2,416 | $493 | $1,923 | $1,923 |
| Signs | $4,636 | $4,636 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $7,128 | $0 | $7,128 |
| Foundation fees | $25,200 | $12,600 | $12,600 |
| State filing fees | $200 | $200 | $0 |
| Property expenses | $892 | $0 | $892 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gain on investments | Description |
| Amount | $214,214 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $30,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |