STRATEGY STUDIO / PUBLIC DATA EXPLORER

SYMONDS FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SYMONDS FAMILY FOUNDATION INC (EIN 36-7380980)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-26
IRS object ID
201101469349100005
Schema version
2010v3.2
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)
Timestamp2011-05-26T14:46:39-04:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-24DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePATRICIA A HENSONName
Phone4076733450Phone
Date Prepared2011-05-26DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1087491FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss341370ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss26250InterestOnSavingsRevAndExpnss
Dividends Rev And Expnss4061DividendsRevAndExpnss
Net Gain Sale Assets Rev And Expnss1702NetGainSaleAssetsRevAndExpnss
Gross Sales Price110189GrossSalesPrice
Capital Gain Net Incm Net Invst Incm1702CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses373383TotalRevenueAndExpenses
Total Net Investment Income1702TotalNetInvestmentIncome
Accounting Fees Rev And Expnss2960AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps2960AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss12573OtherProfFeesRevAndExpnss
Other Prof Fees Dsbrs Chrtbl Prps12573OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss61TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps61TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss3008TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps3008TravConfMeetingDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss18602TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps18602TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss37697ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps37697ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss56299TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps56299TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses317084ExcessOfRevenueOverExpenses
Net Investment Income1702NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY36147CashBOY
Cash EOY18690CashEOY
Cash EOYFMV18690CashEOYFMV
Investments Corp Stock BOY750071InvestmentsCorpStockBOY
Investments Corp Stock EOY1084612InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1068801InvestmentsCorpStockEOYFMV
Total Assets BOY786218TotalAssetsBOY
Total Assets EOY1103302TotalAssetsEOY
Total Assets EOYFMV1087491TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY786218RetainedEarningsBOY
Retained Earnings EOY1103302RetainedEarningsEOY
Total Net Assets BOY786218TotalNetAssetsBOY
Total Net Assets EOY1103302TotalNetAssetsEOY
Total Liabilities Net Assets BOY786218TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1103302TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY786218TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses317084ExcessOfRevenueOverExpenses
Subtotal1103302Subtotal
Total Net Assets Fund Balances EOY1103302TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
AMERCAN CAPITAL WORLD GROWTH INCOMEP2002-06-012010-01-22289722727017021702
FRANKLIN RISING DIVIDEND CLASS BP2002-06-012010-01-221025510890-635-635
JEA FL ELEC SYS REV BDSP2002-06-012010-10-225000049587413413
TEMPLETON FOREIGN CLASS BP2002-06-012010-12-102096227602-6640-6640
FieldValueIRS element (for citing)
Capital Gain Net Income1702CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year138626QualifyingDistributionsYear1
Noncharitable Assets Year1714875NoncharitableAssetsYear1
Distribution Ratio Year10.054032DistributionRatioYear1
Qualifying Distributions Year240180QualifyingDistributionsYear2
Noncharitable Assets Year2785479NoncharitableAssetsYear2
Distribution Ratio Year20.051153DistributionRatioYear2
Qualifying Distributions Year324787QualifyingDistributionsYear3
Noncharitable Assets Year3495734NoncharitableAssetsYear3
Distribution Ratio Year30.050001DistributionRatioYear3
Qualifying Distributions Year423100QualifyingDistributionsYear4
Noncharitable Assets Year4445559NoncharitableAssetsYear4
Distribution Ratio Year40.051845DistributionRatioYear4
Qualifying Distributions Year523450QualifyingDistributionsYear5
Noncharitable Assets Year5458228NoncharitableAssetsYear5
Distribution Ratio Year50.051175DistributionRatioYear5
Total Distribution Ratio0.258206TotalDistributionRatio
Average Distribution Ratio0.051641AverageDistributionRatio
Net Noncharitable Assets897282NetNoncharitableAssets
Adjusted Noncharitable Assets46337AdjustedNoncharitableAssets
One Percent Net Investment Income17OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One46354AdjNonchrtblAssetsAndOnePct
Qualifying Distributions56299QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax17InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal17Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income17TaxBasedOnInvestmentIncome
Tax Due17TaxDue

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)
Description1CHURCH WORSHIP ARTS MINISTRY PIANO LABDescription1
Expenses115000Expenses1
Description2MISSION TRIP TO BRAZIL TO SUPPLY MEDICAL CONSTRUCTION AND EDUCATIONAL AIDDescription2
Expenses23597Expenses2
Description3CHURCH YOUTH MINISTRYDescription3
Expenses37000Expenses3
Description4YOUTH MINISTRY OUTREACHDescription4
Expenses43000Expenses4

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities871991AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances38955AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets910946TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets910946AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable13664CashDeemedCharitable
Net Noncharitable Assets897282NetNoncharitableAssets
Minimum Investment Return44864MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return44864MinimumInvestmentReturn
Tax Based On Investment Income17TaxBasedOnInvestmentIncome
Total Tax17TotalTax
Distributable Amount Before Adj44847DistributableAmountBeforeAdj
Distributable Amount Before Ded44847DistributableAmountBeforeDed
Distributable Amount As Adjusted44847DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions56299ExpensesAndContributions
Qualifying Distributions56299QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm17OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions56282AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted44847DistributableAmountAsAdjusted
Excess Distri Carryover Year21323ExcessDistriCarryoverYear2
Excess Distri Carryover Year11811ExcessDistriCarryoverYear1
Total Excess Distri Carryover3134TotalExcessDistriCarryover
Qualifying Distributions56299QualifyingDistributions
Applied To Current Year44847AppliedToCurrentYear
Remaining Distri From Corpus11452RemainingDistriFromCorpus
Total Corpus14586TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year14586ExcessDistriCyovToNextYear
Excess From Year21323ExcessFromYear2
Excess From Year11811ExcessFromYear1
Excess From Current Year11452ExcessFromCurrentYear

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
FIRST PRESBYTERIAN CHURCH
106 E CHURCH STORLANDOFL32801NONEPIANO LAB$15,000
FIRST PRESBYTERIAN CHURCH
106 E CHURCH STORLANDOFL32801NONEMUSIC SCHOLARSHIP$2,000
OUR LADY OF MT CARMEL CHURCH
300 FULTON STREDWOOD CITYCA94062NONEYOUTH MINISTRY$7,000
CENTRAL COAST CHILDRENS CHOIR
PO BOX 15757SAN LUIS OBISPOCA93406NONEMUSIC MINISTRY$2,000
WORLD MISSIONS AND EVANGELISM
PO BOX 790BENTONKY42025NONEMISSION TO FRANCE$3,597
GLOBAL SERVICE NETWORK
1775 W WILLIAMS ST UNIT 162APEXNC27523NONEMISSION WORK$2,500
OLD TOWN CHRISTIAN OUTREACH
600 GRATIOTSAGINAWMI48602NONEMINISTRY$3,000
WINTER PARK HIGH SCHOOL FOUDAT
2100 SUMMERFIELD RDWINTER PARKFL32789NONETYLER RUSHMEMORIAL SCHOLAR-SHIP FUND$2,000
FIRST PRESBYTERIAN CHURCH
106 EAST CHURCH STORLANDOFL32801NONECOMPASSION CORNERMINISTRY$600
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year37697TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Unrelated Business Income$26,250UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Unrelated Business Income$4,061UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$30,311UnrelatedBusinessIncomeAmount
FieldValueIRS element (for citing)
Total Part XVIA30311TotalPartXVIA

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDOROTHY SYMONDS CHARITABLEContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line12021 PALM LANEAddressLine1
CityORLANDOCity
StateFLState
ZIP Code32803ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions341370AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property DescriptionALL CASH AND INVESTMENTS WERE TRANSFERRED FROM THE CHARITABLE REMAINDER TRUST TO THE FOUNDATIONNoncashPropertyDescription
Fair Market Value341370FairMarketValue
Date Received2010-08-04DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$2,960Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps2960DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockVARIOUS STOCKSNameOfStock
EOY Book Value1084612EOYBookValue
EOYFMV1068801EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (4 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
ADMINISTRATIVE EXPENSE$9,977009977
CONSULTING FEES$62500625
LINCOLN FINANCIAL FEE$1,875001875
BROKER FEES$960096

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFL ANNUAL FEECategory
Amount$61Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps61DisbursementsCharitablePrps