SYMONDS FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SYMONDS FAMILY FOUNDATION INC (EIN 36-7380980)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201511329349103236
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T22:19:39-04:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-12 | 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 | 2015-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,102,610 | 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 | $17,517 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,517 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $230,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,430 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,592 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,077 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,077 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $379 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $379 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,898 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,898 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,354 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,841 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,841 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,592 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,805 | CashBOYAmt |
| Cash EOY | $108,355 | CashEOYAmt |
| Cash EOYFMV | $108,355 | CashEOYFMVAmt |
| Corporate Stock BOY | $981,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $870,477 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $994,255 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $985,435 | TotalAssetsBOYAmt |
| Total Assets EOY | $978,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,102,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $985,435 | RetainedEarningBOYAmt |
| Retained Earning EOY | $978,832 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $985,435 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $978,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $985,435 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $978,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $985,435 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,603 | ExcessRevenueOverExpensesAmt |
| Subtotal | $978,832 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $978,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY LIST | P | 2013-12-19 | 2014-07-23 | $48,324 | $49,257 | -$933 | -$933 |
| FIDELITY LIST | P | 2010-01-20 | 2014-11-03 | $181,882 | $174,519 | $7,363 | $7,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,430 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$933 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,437 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,044,450 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,188 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,013,323 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059397 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,178 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,039,290 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055016 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $56,299 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $897,282 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062744 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,626 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $714,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054032 | DistributionYr5Rt |
| Total Distribution | 0.303415 | TotalDistributionRt |
| Average Distribution | 0.060683 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $977,318 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,307 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $726 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,033 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,195 | 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 | $726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $726 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $726 | 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 |
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 | HIGH POINT UNIVERSITY - MUSIC PROGRAM MT VERNON NAZARENE UNIVERSITY - MISSION WORK | Description1Txt |
| Expenses1 | $22,941 | Expenses1Amt |
| Description2 | MUSIC MINSTRIES - CENTRAL COAST CHILDRENS CHOIR OUR LADY OF MT CARMEL CHURCH | Description2Txt |
| Expenses2 | $12,000 | Expenses2Amt |
| Description3 | WORLD MISSION GRACE MEDICAL FIRST BAPTIST CHURCH OF PINE CASTLE - LANGUAGE | Description3Txt |
| Expenses3 | $3,700 | Expenses3Amt |
| Description4 | WINTER PARK HIGH SCHOOL TYLER RUSH FOUNDATIONTHE MAILBOX CLUB INC | Description4Txt |
| Expenses4 | $2,200 | 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 | $953,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $992,201 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $992,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $977,318 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $726 | TotalTaxAmt |
| Distributable Before Adj | $48,140 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,140 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,140 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,195 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $79,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $726 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,469 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,140 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,811 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,452 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,552 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,700 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,470 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,195 | QualifyingDistributionsAmt |
| Applied To Current Year | $48,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,055 | RemainingDistriFromCorpusAmt |
| Total Corpus | $83,040 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,811 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $81,229 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,452 | ExcessFromYear4Amt |
| Excess From Year3 | $5,552 | ExcessFromYear3Amt |
| Excess From Year2 | $9,700 | ExcessFromYear2Amt |
| Excess From Year1 | $23,470 | ExcessFromYear1Amt |
| Excess From Current Year | $31,055 | 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 (8 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 | MUSIC PROGRAM | $7,500 |
| OUR LADY OF MT CARMEL CHURCH | |||||||
| 300 FULTON ST | REDWOOD CITY | CA | 940621698 | NONE | PC | MUSIC MINISTRY | $4,500 |
| FIRST BAPT CHURCH OF PINE CASTLE | |||||||
| 1001 HOFFNER AVE | ORLANDO | FL | 32809 | NONE | PC | LANGUAGE MINISTRY | $500 |
| HIGH POINT UNIVERSITY | |||||||
| 833 MONTLIEU AVE | HIGH POINT | NC | 27262 | NONE | PC | MUSIC DEPARTMENT | $22,941 |
| GRACE MEDICAL HOME | |||||||
| 51 PENNSYLVANIA ST | ORLANDO | FL | 32806 | NONE | PC | MED ASSISTANCEFOR NEEDY | $500 |
| WORLD MISSION EVANGELISM INC | |||||||
| PO BOX 790 | BENTON | KY | 42025 | NONE | PC | MISSION WORK | $2,700 |
| WINTER PARK HIGH SCHOOL MUSIC DEPT | |||||||
| 2100 SUMMERFIELD RD | WINTER PARK | FL | 32792 | NONE | PC | TYLER RUSH FOUNDATION | $1,200 |
| THE MAILBOX CLUB INC | |||||||
| 404 EAGER RD | VALDOSTA | GA | 31601 | NONE | PC | VENTURE CLUBS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,841 | 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 | $17,517 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $48,645 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,430 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $72,592 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,592 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS STOCKS | StockNm |
| EOY Book Value | $870,477 | EOYBookValueAmt |
| EOYFMV | $994,255 | 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 | $13,944 | $0 | $0 | $13,944 |
| ACCOUNTING | $460 | $0 | $0 | $460 |
| LINCOLN FINANCIAL FEE | $6,673 | $0 | $0 | $6,673 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IRS | $256 | $0 | $0 | $256 |
| FL ANNUAL FEE | $123 | $0 | $0 | $123 |