STRATEGY STUDIO / PUBLIC DATA EXPLORER

SYMONDS FAMILY FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SYMONDS FAMILY FOUNDATION INC (EIN 36-7380980)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-02
IRS object ID
201221239349101017
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-02T16:54:06-04:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA A HENSON CPA PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11166 CARMEL CIRCLE APT 220AddressLine1
CityCASSELBERRYCity
StateFLState
ZIP Code327076455ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN367380980EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SYMONDS FAMILY FDN 4025894681BusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSYMONameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line12021 PALM LANEAddressLine1
CityORLANDOCity
StateFLState
ZIP Code32803ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM E ROGERSName
TitlePRESIDENTTitle
Phone4078946529Phone
Date Signed2012-05-02DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePATRICIA A HENSONName
Phone4076733450Phone
Date Prepared2012-05-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1027612FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss27712InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm27712InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss6192DividendsRevAndExpnss
Dividends Net Invst Incm6192DividendsNetInvstIncm
Total Revenue And Expenses33904TotalRevenueAndExpenses
Total Net Investment Income33904TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss13126OtherProfFeesRevAndExpnss
Other Prof Fees Dsbrs Chrtbl Prps13126OtherProfFeesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss2507TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps2507TravConfMeetingDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss15633TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps15633TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss41545ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps41545ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss57178TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps57178TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-23274ExcessOfRevenueOverExpenses
Net Investment Income33904NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY18690CashBOY
Cash EOY10752CashEOY
Cash EOYFMV10752CashEOYFMV
Investments Corp Stock BOY1084612InvestmentsCorpStockBOY
Investments Corp Stock EOY1069276InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1016860InvestmentsCorpStockEOYFMV
Total Assets BOY1103302TotalAssetsBOY
Total Assets EOY1080028TotalAssetsEOY
Total Assets EOYFMV1027612TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1103302RetainedEarningsBOY
Retained Earnings EOY1080028RetainedEarningsEOY
Total Net Assets BOY1103302TotalNetAssetsBOY
Total Net Assets EOY1080028TotalNetAssetsEOY
Total Liabilities Net Assets BOY1103302TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1080028TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1103302TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-23274ExcessOfRevenueOverExpenses
Subtotal1080028Subtotal
Total Net Assets Fund Balances EOY1080028TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year156299QualifyingDistributionsYear1
Noncharitable Assets Year1897282NoncharitableAssetsYear1
Distribution Ratio Year10.062744DistributionRatioYear1
Qualifying Distributions Year238626QualifyingDistributionsYear2
Noncharitable Assets Year2714875NoncharitableAssetsYear2
Distribution Ratio Year20.054032DistributionRatioYear2
Qualifying Distributions Year340180QualifyingDistributionsYear3
Noncharitable Assets Year3785479NoncharitableAssetsYear3
Distribution Ratio Year30.051153DistributionRatioYear3
Qualifying Distributions Year424787QualifyingDistributionsYear4
Noncharitable Assets Year4495734NoncharitableAssetsYear4
Distribution Ratio Year40.050001DistributionRatioYear4
Qualifying Distributions Year523100QualifyingDistributionsYear5
Noncharitable Assets Year5445559NoncharitableAssetsYear5
Distribution Ratio Year50.051845DistributionRatioYear5
Total Distribution Ratio0.269775TotalDistributionRatio
Average Distribution Ratio0.053955AverageDistributionRatio
Net Noncharitable Assets1039290NetNoncharitableAssets
Adjusted Noncharitable Assets56075AdjustedNoncharitableAssets
One Percent Net Investment Income339OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One56414AdjNonchrtblAssetsAndOnePct
Qualifying Distributions57178QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax339InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal339Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income339TaxBasedOnInvestmentIncome
Tax Due339TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Books In Care Of Person NameWILLIAM E ROGERSBooksInCareOfPersonName
Books In Care Of Phone Number4078946529BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12021 PALM LANEAddressLine1
CityORLANDOCity
StateFLState
ZIP Code32803ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM E ROGERS
2021 PALM LANEORLANDOFL32803PRESIDENTTREAS1000
JAMES ROGERS
358 HUDSON STREDWOOD CITYCA94062VP0000
LOUISE FRENCH
1927 GREEN MEADOW LANEORLANDOFL32825SECRETARY0000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1HIGH POINT UNIVERSITY MUSIC PROGRAM WINTER PARK HIGH SCHOOL MUSIC PROGRAMDescription1
Expenses113000Expenses1
Description2MUSIC MINSTRIES CENTRAL COAST CHILDRENS CHOIR OUR LADY OF MT CARMEL CHURCH FIRST PRESBYTERIAN CHURCH OF ORLANDO FIRST BAPTIST CHURCH OF PINE CASTLEDescription2
Expenses219445Expenses2
Description3CHURCH YOUTH MINISTRY OLD TOWN CHRISTIAN OUTREACH CENTER COMPASSION CORNER MINISTRYDescription3
Expenses34600Expenses3
Description4MISSION WORK IN FRANCEDescription4
Expenses44500Expenses4

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1021446AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances33671AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1055117TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1055117AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable15827CashDeemedCharitable
Net Noncharitable Assets1039290NetNoncharitableAssets
Minimum Investment Return51965MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return51965MinimumInvestmentReturn
Tax Based On Investment Income339TaxBasedOnInvestmentIncome
Total Tax339TotalTax
Distributable Amount Before Adj51626DistributableAmountBeforeAdj
Distributable Amount Before Ded51626DistributableAmountBeforeDed
Distributable Amount As Adjusted51626DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions57178ExpensesAndContributions
Qualifying Distributions57178QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm339OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions56839AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted51626DistributableAmountAsAdjusted
Excess Distri Carryover Year31323ExcessDistriCarryoverYear3
Excess Distri Carryover Year21811ExcessDistriCarryoverYear2
Excess Distri Carryover Year111452ExcessDistriCarryoverYear1
Total Excess Distri Carryover14586TotalExcessDistriCarryover
Qualifying Distributions57178QualifyingDistributions
Applied To Current Year51626AppliedToCurrentYear
Remaining Distri From Corpus5552RemainingDistriFromCorpus
Total Corpus20138TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year20138ExcessDistriCyovToNextYear
Excess From Year31323ExcessFromYear3
Excess From Year21811ExcessFromYear2
Excess From Year111452ExcessFromYear1
Excess From Current Year5552ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerNONEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CENTRAL COAST CHILDRENS CHOIR
PO BOX 15757SAN LUIS OBISPOCA93406NONEMUSIC PROGRAM$5,000
OUR LADY OF MT CARMEL CHURCH
300 FULTON STREDWOOD CITYCA940621698NONEMUSIC MINISTRY$5,000
OLD TOWN CHRISTIAN OUTREACH
600 GRATIOTSAGINAWMI48602NONEMISSION OUTREACH$3,000
WINTER PARK HIGH SCHOOL
2100 SUMMERFIELD RDWINTER PARKFL32792NONETYLER RUSHMEMORIAL FOUND$3,000
FIRST PRESBYTERIAN CHURCH
106 E CHURCH STORLANDOFL32801NONEMUSIC MINISTRY$6,445
FIRST BAPT CHURCH PINE CASTLE
1001 HOFFNER AVEORLANDOFL32809NONEMUSIC & LANGUAGEMINISTRY$3,000
COMPASSION CORNER
427 N MAGNOLIA AVE STE BORLANDOFL32801NONEOUTREACH MINISTRY$1,600
HIGH POINT UNIVERSITY
833 MONTLIEU AVEHIGH POINTNC27262NONEMUSIC$10,000
WORLD MISSIONS and EVANGELISM
PO BOX 790BENTONKY42025NONEMISSION TO FRANCE$4,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year41545TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Unrelated Business Income$27,712UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Unrelated Business Income$6,192UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$33,904UnrelatedBusinessIncomeAmount
FieldValueIRS element (for citing)
Total Part XVIA33904TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockVARIOUS STOCKSNameOfStock
EOY Book Value1069276EOYBookValue
EOYFMV1016860EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
ADMINISTRATIVE EXPENSE$10,5300010530
BROKER FEES$960096
LINCOLN FINANCIAL FEE$2,500002500