THE DR P PHILLIPS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE DR P PHILLIPS FOUNDATION (EIN 59-6135403)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-04-03
- IRS object ID
- 202640939349100224
- Schema version
- 2024v5.5
- 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
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T15:11:46-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590548468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURVIS GRAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 507 N NEW YORK AVE 200 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596135403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DR P PHILLIPS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRPP | BusinessNameControlTxt |
| Phone | 4074226105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 692709 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328692709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH D ROBINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4074226105 | PhoneNum |
| Signature | 2026-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LEE CPA | PreparerPersonNm |
| PTIN | P00283801 | PTIN |
| Phone | 3215944112 | PhoneNum |
| Preparation | 2026-04-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,697,844 | 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 | $23,933 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,933 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $907,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $907,428 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $9,100 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $9,100 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $9,100 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,163,333 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,626,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,163,333 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,103,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,103,794 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $153 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $153 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,188 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,188 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $166,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,508 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $165,090 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,919 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $203,081 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,992,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,992,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,229,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,919 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,195,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,874,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,096,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $441,537 | CashBOYAmt |
| Cash EOY | $1,041,926 | CashEOYAmt |
| Cash EOYFMV | $1,041,926 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $560,497 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,159 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,159 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $46,061 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $67,983 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $67,983 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $34,548,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,266,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,566,077 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $8,927,699 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $8,927,699 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $8,927,699 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $8,927,699 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $44,523,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,398,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,697,844 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $125 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $3,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $44,520,870 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,395,509 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,520,870 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,395,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,523,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,398,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,520,870 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,874,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,395,509 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,395,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $13,626,117 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,462,784 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,163,333 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,163,333 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,163,333 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,947 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,947 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,290 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,290 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $372 | EsPenaltyAmt |
| Overpayment | $9,971 | OverpaymentAmt |
| Applied To ES Tax | $9,971 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DRPHILLIPS.ORG | WebsiteAddressTxt |
| Individual With Books | KENNETH D ROBINSON | IndividualWithBooksNm |
| Phone | 4074226105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 692709 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328692709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH D ROBINSON | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | PRESIDENT/CEO/DIRECT | 12.00 | $1,000 | $0 | $0 |
| EM TUKDARIAN | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | TREASURER/ASST SEC. | 8.00 | $0 | $0 | $0 |
| STEVEN CASTINO | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | DIRECTOR | 6.00 | $625 | $0 | $0 |
| TODD BURNETT | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | DIRECTOR | 4.00 | $1,750 | $0 | $0 |
| TERRY W PRATHER | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | CHAIRMAN/DIRECTOR | 12.00 | $1,375 | $0 | $0 |
| THOMAS J WILLIAMS | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | COO/ EXEC. VICE PRES., ASSISTANT TREAS | 8.00 | $0 | $0 | $0 |
| JOHN W HILLENMEYER | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | DIRECTOR | 12.00 | $750 | $0 | $0 |
| KATE MARTIN | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | SECRETARY | 6.00 | $0 | $0 | $0 |
| HARVEY BURNETT | ||||||||
| PO BOX 692709 | ORLANDO | FL | 328692709 | MEMBER | 1.00 | $250 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADVANCE AGRICULTURAL, EDUCATION/ENTREPRENEURSHIP IN PUBLIC SCHOOLS; FACILITATE FOOD DISTRIBUTION TO 7 NONPROFIT ORGANIZATIONS THAT SERVE OVER 1,000 UNDERPRIVILEGED CHILDREN. | Description1Txt |
| Expenses1 | $57,180 | Expenses1Amt |
| Description2 | PROVIDE ACCESS TO CLOUD-BASED SOFTWARE TO REDUCE TIME SPENT BY CENTRAL FLORIDA NONPROFIT ORGANIZATIONS APPLYING FOR GRANTS, RESULTING IN GREATER MISSION FOCUS AT LOWER ADMINISTRATIVE COST. ANOTHER EXPECTED RESULT IS TO IMPROVE DECISION-MAKING AND MAXIMIZE GRANT-MAKING IMPACT. | Description2Txt |
| Expenses2 | $30,675 | Expenses2Amt |
| Description3 | COMMUNITY MEDIA COMMUNICATIONS IN THE FORM OF MAGAZINE ARTICLES AND NEWSLETTERS TO RAISE AWARENESS OF CENTRAL FLORIDA PHILANTHROPIC ORGANIZATIONS TO ASSIST THEM IN ACHIEVING THEIR MISSION. | Description3Txt |
| Expenses3 | $19,700 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,913,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $821,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,735,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,735,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,956,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,779,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,288,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,288,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,947 | TotalTaxAmt |
| Distributable Before Adj | $2,232,015 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,252,015 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,252,015 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,195,231 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,195,231 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,252,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $60,117 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $60,117 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,195,231 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,195,231 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $56,784 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $56,784 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,333 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,333 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,333 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE DR P PHILLIPS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 692709 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328692709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4074226015 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED ADDITIONAL STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED ADDITIONAL STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED ADDITIONAL STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF GREATER ORLANDO INC | ||||||||
| PO BOX 547863 | ORLANDO | FL | 32854 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $5,000 | |
| 8 CENTS IN A JAR INC | ||||||||
| 581 N PARK AVE UNIT 8 | APOPKA | FL | 327048602 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $7,500 | |
| 8 WAVES CORPORATION | ||||||||
| 413 S DILLARD ST | WINTER GARDEN | FL | 347873595 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $5,000 | |
| ALIANZA CENTER INC | ||||||||
| 10524 MOSS PARK RD SUITE 204-625 | ORLANDO | FL | 32832 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC | ||||||||
| 2170 W STATE ROAD 434 STE 300 | LONGWOOD | FL | 32779 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $26,000 | |
| ANNIKA FOUNDATION INC | ||||||||
| 1257 WORCESTER RD 254 | FRAMINGHAM | MA | 01701 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $15,000 | |
| ASPIRE HEALTH PARTNERS INC | ||||||||
| 5151 ADANSON ST STE 201 | ORLANDO | FL | 32804 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $7,500 | |
| BEST BUDDIES INTERNATIONAL INC | ||||||||
| 100 SE 2ND ST STE 2200 | MIAMI | FL | 33131 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $27,500 | |
| BOY SCOUTS OF AMERICA CENTRAL FLORIDA COUNCIL | ||||||||
| 1951 S ORANGE BLOSSOM TRL STE 102 | APOPKA | FL | 32703 | NONE | PC | PROGRAM SUPPORT - YOUTH | $20,569 | |
| BOYS TOWN CENTRAL FLORIDA INC | ||||||||
| 975 OKLAHOMA ST | OVIEDO | FL | 327659104 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $6,300 | |
| BREAD OF LIFE FELLOWSHIP INC | ||||||||
| PO BOX 1159 | OCOEE | FL | 347611159 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| BXI FOUNDATION INC | ||||||||
| PO BOX 585917 | ORLANDO | FL | 32858 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $2,500 | |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| 2965 DULTON AVENUE | SANTA ROSA | CA | 95407 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $25,000 | |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16TH ST NW | WASHINGTON | DC | 200361480 | NONE | PC | PROGRAM SUPPORT - FREE ENTERPRISE SYSTEM & ENTREPRENEURSHIP | $15,000 | |
| CENTER FOR INDEPENDENT LIVING IN CENTRAL FLORIDA INC | ||||||||
| 720 N DENNING DR | WINTER PARK | FL | 327893020 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $5,000 | |
| CENTRAL BREVARD SHARING CENTER INC | ||||||||
| PO BOX 3363 | COCOA | FL | 329243363 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| CENTRAL FLORIDA DIAPER BANK INC | ||||||||
| 1041 CROWN PARK CIRCLE | WINTER GARDEN | FL | 34787 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| CENTRAL FLORIDA VOCAL ARTS | ||||||||
| PO BOX 363 | WINTER PARK | FL | 327900363 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $5,000 | |
| CLEAN THE WORLD FOUNDATION INC | ||||||||
| PO BOX 622620 | ORLANDO | FL | 328622620 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| CROHN'S & COLITIS FOUNDATION INC | ||||||||
| 733 THIRD AVENUE 510 | NEW YORK | NY | 10017 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| DELANEY STREET BAPTIST CHURCH | ||||||||
| 1919 DELANEY AVE | ORLANDO | FL | 328063005 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| DOWN SYNDROME FOUNDATION OF FLORIDA INC | ||||||||
| PO BOX 533462 | ORLANDO | FL | 32853 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| DOWNTOWN ARTS DISTRICT INC | ||||||||
| 39 S MAGNOLIA AVE | ORLANDO | FL | 328012603 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $2,500 | |
| EDGEWOOD CHILDREN'S RANCH INC | ||||||||
| 1451 EDGEWOOD RANCH RD | ORLANDO | FL | 32835 | NONE | PC | PROGRAM SUPPORT - YOUTH | $57,500 | |
| EDIBLE EDUCATION EXPERIENCE INC | ||||||||
| 26 E KING ST | ORLANDO | FL | 328044558 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $45,000 | |
| FAMILY PROMISE OF GREATER ORLANDO INC | ||||||||
| 1000 CLAY ST | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $25,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $5,000 | |
| FELLOWSHIP OF FAITH MINISTRY | ||||||||
| 2036 36TH ST | ORLANDO | FL | 32839 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,000 | |
| FLORIDA SAFETY COUNCIL INC | ||||||||
| 1505 E COLONIAL DR | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $8,000 | |
| FLORIDA STATE UNIVERSITY FOUNDATION INC | ||||||||
| 325 W COLLEGE AVE | TALLAHASSEE | FL | 323011403 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| FOLDS OF HONOR FOUNDATION- NORTH FLORIDA CHAPTER | ||||||||
| 5971 N PATRIOT DRIVE | OWASSO | OK | 74055 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $100,000 | |
| FORWARD PERFORMING ARTS INC | ||||||||
| 2935 S FISH HATCHERY ROAD 401 | MADISON | WI | 537116434 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $1,000 | |
| FOUNDATION FINANCIAL OFFICERS GROUP INC | ||||||||
| 19 MANTUA RD | MOUNT ROYAL | NJ | 080611006 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $20,000 | |
| FOUNDATION FOR FOSTER CHILDREN INC | ||||||||
| 2265 LEE ROAD SUITE 203 | WINTER PARK | FL | 327891860 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $15,000 | |
| FRIENDS OF LEU GARDENS INC | ||||||||
| 1920 N FOREST AVE | ORLANDO | FL | 328031537 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $5,000 | |
| GET COOKING INCORPORATED | ||||||||
| 8821 ARRABIDA LN | ORLANDO | FL | 328368869 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| GLIDING STARS OF CENTRAL FLORIDA INC | ||||||||
| PO BOC 162711 | ALTAMONTE SPRINGS | FL | 327162711 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $1,500 | |
| GRACE MEDICAL HOME INC | ||||||||
| 1417 E CONCORD ST | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $162,500 | |
| GRAND AVENUE ECONOMIC COMMUNITY DEVELOPMENT CORP | ||||||||
| 3200 W COLONIAL DR | ORLANDO | FL | 328088023 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| HALL OF FAME FOUNDATION INC | ||||||||
| PO BOX 568234 | ORLANDO | FL | 328568234 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| HATE ENDS NOW | ||||||||
| 22044 MONTEBELLO DR | BOCA RATON | FL | 334334120 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | |
| HEBNI NUTRITION CONSULTANTS INC | ||||||||
| 2009 W CENTRAL BLVD | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| HIGHLANDS CASHIERS HEALTH FOUNDATION | ||||||||
| PO BOX 742 | HIGHLANDS | NC | 28741 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| HISPANIC BUSINESS INITIATIVE FUND INC | ||||||||
| 3201 E COLONIAL DR UNIT A20 | ORLANDO | FL | 328035174 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $3,000 | |
| HOME BUILDERS INSTITUTE | ||||||||
| 1201 15TH STREET NW FLOOR 6 | WASHINGTON | DC | 200052899 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $65,000 | |
| INDIGNITY INC | ||||||||
| 424 E CENTRAL BLVD 199 | ORLANDO | FL | 328011923 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $20,000 | |
| JACK & LEE ROSEN JEWISH COMMUNITY CENTER INC | ||||||||
| 11184 S APOPKA VINELAND RD | ORLANDO | FL | 328366150 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $10,000 | |
| JAMES MADISON INSTITUTE FOR PUBLIC POLICY STUDIES INC (THE) | ||||||||
| 100 N DUVAL ST | TALLAHASSEE | FL | 32301 | NONE | PC | PROGRAM SUPPORT - FREE ENTERPRISE SY | $20,000 | |
| JOBS PARTNERSHIP OF FLORIDA INC | ||||||||
| 2250 LEE RD STE 201 | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $77,500 | |
| KIDS BUILDING CHARACTER INC | ||||||||
| 2418 SILVER STAR ROAD | ORLANDO | FL | 32804 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $10,000 | |
| LIFEBOAT PROJECT INC | ||||||||
| 829 VOTAW RD | APOPKA | FL | 327034484 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| LIFT ORLANDO INC | ||||||||
| 710 SOUTH TAMPA AVE STE 209 | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $160,000 | |
| LITTLE RADICAL THEATRICS INC | ||||||||
| 10372 OAKVIEW POINTE TERRACE | GOTHA | FL | 34734 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $2,500 | |
| LIZ'S LEGACY INC | ||||||||
| PO BOX 155 | WINDERMERE | FL | 34786 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| LOVE OUR YOUTH INC | ||||||||
| 13867 PHOENIX DR | ORLANDO | FL | 328289333 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $5,000 | |
| MENTAL HEALTH ASSOCIATION OF CENTRAL FLORIDA INC | ||||||||
| 605 E ROBINSON ST STE 450 | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $10,000 | |
| MUSTARD SEED OF CENTRAL FLORIDA INC (THE) | ||||||||
| 12 MUSTARD SEED LN | ORLANDO | FL | 328106271 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| NEED TO READ INC | ||||||||
| 8053 GILLIAM RD | APOPKA | FL | 327038968 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $2,500 | |
| NEW HOPE FOR KIDS INC | ||||||||
| 544 MAYO AVE | MAITLAND | FL | 327514573 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $5,000 | |
| NEW IMAGE YOUTH CENTER INC | ||||||||
| 214 S PARAMORE AVE | ORLANDO | FL | 32805 | NONE | PC | PROGRAM SUPPORT - YOUTH | $17,500 | |
| NO LIMIT HEALTH AND EDUCATION INC | ||||||||
| 338 N MAGNOLIA AVE | ORLANDO | FL | 32801 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| NOBILO FOUNDATION (THE) | ||||||||
| 9460 THURLOE PLACE | ORLANDO | FL | 32827 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $781 | |
| NUTURE PLACE INC (THE) | ||||||||
| 232 SOUTH DILLARD STREET SUITE 220 | WINTER GARDEN | FL | 34787 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| ORLANDO DAY NURSERY ASSOCIATION INC | ||||||||
| 626 LAKE DOT CIR | ORLANDO | FL | 328011119 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| ORLANDO FAMILY STAGE INC | ||||||||
| 1001 EAST PRINCETON STREET | ORLANDO | FL | 328031451 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $10,000 | |
| ORLANDO MUSEUM OF ART INC | ||||||||
| 2416 N MILLS AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $22,500 | |
| ORLANDO PHILHARMONIC ORCHESTRA INC (THE) | ||||||||
| 425 N BUMBY AVE | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $135,000 | |
| ORLANDO SCIENCE CENTER INC | ||||||||
| 777 E PRINCETON STREET | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $250,000 | |
| PAGE 15 INC | ||||||||
| PO BOX 533709 | ORLANDO | FL | 32853 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $10,000 | |
| PATHWAY HOME OF FLORIDA INC | ||||||||
| 7751 KINGSPOINTE PARKWAY SUITE | ORLANDO | FL | 32819 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | 127-B |
| PET ALLIANCE OF GREATER ORLANDO INC | ||||||||
| 333 S GARLAND AVENUE 13TH FLOOR | ORLANDO | FL | 32839 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | |
| PHILANTHROPY ROUNDTABLE (THE) | ||||||||
| 1120 20TH ST NW SUITE 400N | WASHINGTON | DC | 200363596 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |
| POVERTY SOLUTIONS GROUP INC | ||||||||
| 1000 LINCOLN TERRACE | WINTER GARDEN | FL | 347872928 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| PRIMROSE CENTER INC | ||||||||
| 2733 SOUTH FERNCREEK AVENUE | ORLANDO | FL | 32806 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $56,000 | |
| ROLLINS COLLEGE | ||||||||
| 1000 HOLT AVE - CB 2715 | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $10,000 | |
| SALVATION ARMY (THE) | ||||||||
| 416 W COLONIAL DR | ORLANDO | FL | 32804 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $20,000 | |
| SAMARITAN VILLAGE INC | ||||||||
| PO BOX 149599 | ORLANDO | FL | 32814 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $7,500 | |
| SHE-LION FOUNDATION INC | ||||||||
| 4417 13TH STREET SUITE 142 | ST CLOUD | FL | 347696724 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $5,000 | |
| SOCIETY OF ST ANDREW INC (THE) | ||||||||
| 406 EAST AMELIA STREET | ORLANDO | FL | 32803 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| SOLES4SOULS | ||||||||
| MSC 7545 PO BOX 415000 | NASHVILLE | TN | 37241 | NONE | PC | PROGRAM SUPPORT - CHILDREN & YOUTH | $20,000 | |
| SPECIAL HEARTS FARM INC | ||||||||
| 1100 EAST MAPLE STREET | WINTER GARDEN | FL | 34787 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $5,000 | |
| SPECIAL OLYMPICS FLORIDA INC | ||||||||
| 1915 DON WICKHAM DR | CLERMONT | FL | 347111915 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $10,000 | |
| TIMUCUA ARTS FOUNDATION INC | ||||||||
| 2000 S SUMMERLIN AVE | ORLANDO | FL | 328064050 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $5,000 | |
| TOWN OF EATONVILLE | ||||||||
| 307 EAST KENNEDY BLVD | EATONVILLE | FL | 32751 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | -$20,000 | |
| TRUE NORTH FOUNDATION INC | ||||||||
| 530 DOG TRACK ROAD | LONGWOOD | FL | 32750 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $2,500 | |
| UNITED AGAINST POVERTY INC | ||||||||
| 1400 27TH ST | VERO BEACH | FL | 32960 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $20,000 | |
| UNITED CEREBRAL PALSY OF CENTRAL FLORIDA INC | ||||||||
| 4780 DATA COURT | ORLANDO | FL | 32817 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $210,000 | |
| UNITED NEGRO COLLEGE FUND INC | ||||||||
| 429 S KELLER ROAD SUITE 210 | ORLANDO | FL | 32810 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $10,000 | |
| VICTORY CUP INITIATIVE INC | ||||||||
| 333 BRIARWOOD DRIVE | WINTER PARK | FL | 32789 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $20,000 | |
| WINTER PARK DAY NURSERY INC | ||||||||
| 741 S PENNSYLVANIA AVE | WINTER PARK | FL | 327895049 | NONE | PC | PROGRAM SUPPORT - EDUCATION | $7,000 | |
| WINTER PARK INSTITUTE INC | ||||||||
| PO BOX 1822 | WINTER PARK | FL | 327901822 | NONE | PC | PROGRAM SUPPORT - ARTS & CULTURE | $10,000 | |
| YOUNG SURVIVAL COALITION INC | ||||||||
| 405 LEXINGTON AVENUE 26TH FLOOR | NEW YORK | NY | 10174 | NONE | PC | PROGRAM SUPPORT - HEALTHCARE | $5,000 | |
| ZEBRA YOUTH INC | ||||||||
| 911 N MILLS AVE | ORLANDO | FL | 328033229 | NONE | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,992,150 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,933 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $907,428 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $9,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,163,333 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,103,794 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,103,794 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,250 | Amt |
| Net Investment Income | $5,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,900 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | SEE ATTACHED ADDITIONAL STATEMENT. | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL GROWTH | $3,361,498 | $4,201,608 |
| LARGE CAP VALUE | $2,230,119 | $2,811,498 |
| MID-CAP INDEX | $592,958 | $1,008,960 |
| LARGE CAP GROWTH | $1,234,340 | $2,902,999 |
| INTERNATIONAL STOCK | $3,003,078 | $3,820,810 |
| SMALL CAP VALUE | $906,053 | $1,115,928 |
| SMALL CAP GROWTH | $1,513,795 | $1,581,653 |
| FIXED INCOME - DODGE & COX | $10,487,499 | $9,808,482 |
| S&P 500 | $6,531,968 | $12,476,342 |
| INTERNATIONAL VALUE | $2,638,174 | $3,845,902 |
| PRIVATE DEBT | $1,657,201 | $1,735,191 |
| INTERNATIONAL EQUITY | $2,110,059 | $2,256,704 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,768 | $1,384 | $1,384 |
| OFFICE EXPENSES | $34,290 | $124 | $34,166 |
| ADVERTISING AND PROMOTION | $16,240 | $0 | $16,240 |
| DUES & SUBSCRIPTIONS | $29,250 | $0 | $29,250 |
| MATERIALS AND CONTRACTS | $78,834 | $0 | $78,834 |
| MEALS AND ENTERTAINMENT | $5,216 | $0 | $5,216 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE DEPOSITS | Desc |
| BOY Book Value | $3,000 | BOYBookValueAmt |
| EOY Book Value | $3,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - OTHER | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES | $61 | $61 | $0 |
| EXCISE TAXES | $27,005 | $0 | $0 |