SYMONDS FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SYMONDS FAMILY FOUNDATION INC (EIN 36-7380980)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-11
- IRS object ID
- 201411329349101816
- Schema version
- 2013v3.1
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-11T00:34:13-04:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1166 CARMEL CIRCLE APT 220 | AddressLine1 |
| City | CASSELBERRY | City |
| State | FL | State |
| ZIP Code | 327076455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E ROGERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4078946529 | PhoneNum |
| Signature | 2014-05-10 | 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 | 2014-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,115,004 | 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 | $20,493 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,493 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $426,300 | GrossSalesPriceAmt |
| Total Rev And Expnss | $23,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,632 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $20,919 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,919 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $204 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $204 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,972 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,972 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,342 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,342 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,437 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,632 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,353 | CashBOYAmt |
| Cash EOY | $3,805 | CashEOYAmt |
| Cash EOYFMV | $3,805 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,004,452 | CorporateStockBOYAmt |
| Corporate Stock EOY | $981,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,111,199 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,037,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $985,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,115,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,037,805 | RetainedEarningBOYAmt |
| Retained Earning EOY | $985,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,037,805 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $985,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,037,805 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $985,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,037,805 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,370 | ExcessRevenueOverExpensesAmt |
| Subtotal | $985,435 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $985,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| PIMCO ALL ASSET ALL AUTHORITY CL D | P | 2013-01-02 | 2013-03-15 | $11,040 | $11,208 | -$168 |
| US TREASURY BONDS | P | 2013-01-02 | 2013-03-18 | $136,212 | $136,212 | |
| FLORIDA ST MUN LN COUNCIL REV BDS | 2013-01-02 | 2014-05-15 | $25,000 | $25,000 | ||
| FLORIDA ST MUN LN COUNCIL REV BDS | P | 2012-03-01 | 2013-05-01 | $70,000 | $70,000 | |
| ORLANDO AND ORANGE CNTY EXPWY AUTH | P | 2012-03-01 | 2013-07-01 | $100,000 | $100,000 | |
| BLACKROCK MULTI-ASSET INCOME INSTL | P | 2013-01-02 | 2013-12-04 | $26,064 | $25,489 | $575 |
| NUVEEN INFLATION PROTECTED MUNI BD | P | 2013-01-02 | 2013-12-04 | $37,428 | $40,619 | -$3,191 |
| NUVEEN SYMPHONY FLT RATE INCOME A | 2013-01-02 | 2013-12-04 | $20,556 | $20,337 | $219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,565 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,565 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,013,323 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059397 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,178 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,039,290 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055016 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,299 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $897,282 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062744 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,626 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $714,875 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054032 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $785,479 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051153 | DistributionYr5Rt |
| Total Distribution | 0.282342 | TotalDistributionRt |
| Average Distribution | 0.056468 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,044,450 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,978 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $256 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,234 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,437 | 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 | $256 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $256 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $256 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $256 | 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 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $27,942 | Expenses1Amt |
| Description2 | MUSIC MINSTRIES - CENTRAL COAST CHILDRENS CHOIR OUR LADY OF MT CARMEL CHURCH FIRST BAPTIST CHURCH OF PINE CASTLE | Description2Txt |
| Expenses2 | $14,800 | Expenses2Amt |
| Description3 | FIRST PRESBYTERIAN CHURCH OF ORLANDO - WORSHIP ARTS FIRST BAPTIST CHURCH OF PINE CASTLE - LANGUAGE | Description3Txt |
| Expenses3 | $3,500 | Expenses3Amt |
| Description4 | GRACE MEDICAL HOME | Description4Txt |
| Expenses4 | $2,100 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,005,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,386 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,060,355 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,060,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,044,450 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $256 | TotalTaxAmt |
| Distributable Before Adj | $51,967 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,967 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,967 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,437 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,437 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $256 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,181 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,967 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,323 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,811 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,452 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,552 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,437 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,470 | RemainingDistriFromCorpusAmt |
| Total Corpus | $53,308 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,323 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,985 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,811 | ExcessFromYear4Amt |
| Excess From Year3 | $11,452 | ExcessFromYear3Amt |
| Excess From Year2 | $5,552 | ExcessFromYear2Amt |
| Excess From Year1 | $9,700 | ExcessFromYear1Amt |
| Excess From Current Year | $23,470 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $8,000 |
| OUR LADY OF MT CARMEL CHURCH | |||||||
| 300 FULTON ST | REDWOOD CITY | CA | 940621698 | NONE | PC | MUSIC MINISTRY | $5,000 |
| FIRST BAPT CHURCH OF PINE CASTLE | |||||||
| 1001 HOFFNER AVE | ORLANDO | FL | 32809 | NONE | PC | YOUTH MISSION | $1,800 |
| 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 | $22,942 |
| FIRST PRESBY CHURCH OF ORLANDO | |||||||
| 106 E CHURCH ST | ORLANDO | FL | 32801 | NONE | PC | WORSHIP ARTS | $3,000 |
| MT VERNON NAZARINE UNIVERSITY | |||||||
| 800 MARTINSBURG RD | MOUNT VERNON | OH | 43050 | NONE | PC | MISSION WORK | $5,000 |
| GRACE MEDICAL HOME | |||||||
| 51 PENNSYLVANIA ST | ORLANDO | FL | 32806 | NONE | PC | MED ASSISTANCEFOR NEEDY | $2,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,342 | 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 | $20,493 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,139 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,632 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,632 | 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 | $981,630 | EOYBookValueAmt |
| EOYFMV | $1,111,199 | 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 | $6,515 | $0 | $0 | $6,515 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IRS | $178 | $0 | $0 | $178 |
| IRS | $26 | $0 | $0 | $26 |