FLORIDA DIVISION UNITED DAUGHTERS OF THE CONFEDERACY INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: FLORIDA DIVISION UNITED DAUGHTERS OF THE CONFEDERACY INC (EIN 59-6200502)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2012-11-12
IRS object ID: 201223179349300112
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
Form 990
Schedule A
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-12T07:44:04-06:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SWINDELL BOHN DURDEN & PHILLIPS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3560 SOUTH THIRD STREET	AddressLine1
City	JACKSONVILLE BEACH	City
State	FL	State
ZIP Code	32250	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	596200502	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	FLORIDA DIVISION UNITED DAUGHTERS	BusinessNameLine1
Business Name Line2	OF THE CONFEDERACY INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	FLOR	NameControl
Phone	9043842661	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3674 CAVANAUGH DRIVE	AddressLine1
City	JACKSONVILLE	City
State	FL	State
ZIP Code	32277	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOANN BRAGG	Name
Title	TREASURER/VP	Title
Phone	9043842661	Phone
Date Signed	2012-10-23	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	STEPHEN L PHILLIPS	Name
Phone	9042418176	Phone
Date Prepared	2012-11-12	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	GAIL CROSBY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	3674 CAVANAUGH DRIVE	AddressLine1
City	JACKSONVILLE	City
State	FL	State
ZIP Code	32277	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	78051	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.FLORIDADIVISIONUDC.COM	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1992	YearFormation
State Legal Domicile	FL	StateLegalDomicile
Activity Or Mission Description	AWARDING SCHOLARSHIPS AND TO PRESERVE THE HISTORY OF THE WAR BETWEEN THE STATES.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	10	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	10	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	228082	ContributionsGrantsPriorYear
Contributions Grants Current Year	62560	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	623	ProgramServiceRevenuePriorYear
Program Service Revenue CY	793	ProgramServiceRevenueCY
Investment Income Prior Year	1682	InvestmentIncomePriorYear
Investment Income Current Year	2170	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1491	OtherRevenuePriorYear
Other Revenue Current Year	277	OtherRevenueCurrentYear
Total Revenue Prior Year	231878	TotalRevenuePriorYear
Total Revenue Current Year	65800	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	5100	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	4850	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	62145	OtherExpensePriorYear
Other Expenses Current Year	59500	OtherExpensesCurrentYear
Total Expenses Prior Year	67245	TotalExpensesPriorYear
Total Expenses Current Year	64350	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	164633	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1450	RevenuesLessExpensesCY
Total Assets BOY	501543	TotalAssetsBOY
Total Assets EOY	502993	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	501543	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	502993	NetAssetsOrFundBalancesEOY
Mission Description	AWARDING SCHOLARSHIPS AND TO PRESERVE THE HISTORY OF THE WAR BETWEEN THE STATES.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	40084	Expense
Grants	4850	Grants
Description	THE OBJECTIVES OF THE ORGANIZATION ARE HISTORICAL, EDUCATIONAL, BENEVOLENT, MEMORIAL, AND PATRIOTIC. THE ORGANIZATION ASSISTS DECENDENTS OF WORTHY CONFEDERATES IN SECURING A PROPER EDUCATION BY AWARDING SCHOLARSHIPS. WE COLLECT AND PRESERVE THE MATERIALS NECESSARY FOR A TRUTHFUL HISTORY OF THE WAR BETWEEN THE STATES AND TO PROTECT, PRESERVE, AND MARK THE PLACES MADE HISTORICAL BY CONFEDERATE VALOR. WE RECORD THE PART PLAYED DURING THE WAR BY SOUTHERN WOMEN.	Description
Total Program Service Expense	40084	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	10	NbrVotingGoverningBodyMembers
Number Independent Voting Members	10	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	FL	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	JOANN BRAGG	NamePerson
Telephone Number	9043842661	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3674 CAVANAUGH DRIVE	AddressLine1
City	JACKSONVILLE	City
State	FL	State
ZIP Code	32277	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
GAIL CROSBY
PRESIDENT 10	20.00	X	0	0	0
STEPHANIE MURPHY
VP 10-12	10.00	X	0	0	0
JONI CONNER-LITTLE
SECRETARY 09	5.00	X	0	0	0
JOANN BRAGG
TREASURER 8-	20.00	X	0	0	0
DIANA BYTHER
PRESIDENT 12	20.00	X	0	0	0
ZEE PORTER
VP 12-14	10.00	X	0	0	0
JOANN BRAGG
VP 12-14	10.00	X	0	0	0
DELICIA WALLNOFER
VP 12-14	10.00	X	0	0	0
KIM SHAW
SECRETARY 12	5.00	X	0	0	0
PATRICIA HALL
TREASURER 12	20.00	X	0	0	0
MARTHA PFEIFFER
REGISTRAR 12	5.00	X	0	0	0
JUNE BOLEN
HISTORIAN 12	5.00	X	0	0	0
MELINDA ANDERSON
MSA RECORDER	5.00	X	0	0	0
LINDA SPEISER
CHAPLAIN 12-	5.00	X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Membership Dues	34416	MembershipDues
All Other Contributions	28144	AllOtherContributions
Total Contributions	62560	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PROCESSING FEES	468	468
SUBSCRIPTIONS	325	325

Field	Value	IRS element (for citing)
Total Program Service Revenue	793	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	2170	TotalRevenueColumn
Related Or Exempt Function Income	2170	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	12528	GrossSalesOfInventory
Cost Of Goods Sold	12251	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	277	TotalRevenueColumn
Related Or Exempt Function Income	277	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	65800	TotalRevenueColumn
Related Or Exempt Function Income	3240	RelatedOrExemptFunctionIncome

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	4850	Total
Program Services	4850	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	61	Total
Management And General	61	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	1500	Total
Management And General	1500	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	12902	Total
Management And General	12902	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	7725	Total
Program Services	7725	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	26300	Total
Program Services	26300	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral	Program ServicesProgramServices
REPAIR AND MAINTENANCE	4073	4073
ALLOWANCES	3740	3740
UTILITIES - GAMBLE HOUSE	1615	1615
PRINTING AND PUBLICATIONS	1086		1086

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	498	Total
Program Services	123	ProgramServices
Management And General	375	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	64350	Total
Program Services	40084	ProgramServices
Management And General	24266	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	31283	BOY
EOY	29691	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	463260	BOY
EOY	467302	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	7000	BOY
EOY	6000	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	501543	BOY
EOY	502993	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	199911	BOY
EOY	193950	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	33005	BOY
EOY	33005	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	268627	BOY
EOY	276038	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	501543	BOY
EOY	502993	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	501543	BOY
EOY	502993	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	1450	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview
FS Audited	false	FSAudited
Financial Statement Consolidated	X	FinancialStatementConsolidated

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	26103	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	54922	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	64233	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	228082	CurrentTaxYearMinus1Year
Current Tax Year	62560	CurrentTaxYear
Total	435900	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	5299	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3608	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3731	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	5196	CurrentTaxYearMinus1Year
Current Tax Year	15491	CurrentTaxYear
Total	33325	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	31402	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	58530	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	67964	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	233278	CurrentTaxYearMinus1Year
Current Tax Year	78051	CurrentTaxYear
Total	469225	Total

Field	Value	IRS element (for citing)
Public Support Total509	469225	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	12359	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	10038	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1211	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1682	CurrentTaxYearMinus1Year
Current Tax Year	2170	CurrentTaxYear
Total	27460	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	12359	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	10038	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1211	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1682	CurrentTaxYearMinus1Year
Current Tax Year	2170	CurrentTaxYear
Total	27460	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	43761	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	68568	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	69175	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	234960	CurrentTaxYearMinus1Year
Current Tax Year	80221	CurrentTaxYear
Total	496685	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.94470	PublicSupportPercentage509
Prior Year Support Percentage	0.92150	PriorYearSupportPercentage
Investment Income Percentage	0.06000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.08000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	NO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC