HBC FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HBC FOUNDATION INC (EIN 27-1146835)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-14
- IRS object ID
- 202430749349100313
- Schema version
- 2023v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-14T10:34:20-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592975197 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Austin Gillman & Lovano PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NW 57th St | AddressLine1Txt |
| City | Gainesville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271146835 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBC Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HBCF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NW 57th Street | AddressLine1Txt |
| City | Gainesville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa King | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2024-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lisa | PersonFirstNm |
| Person Last | King | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura L Gillman | PreparerPersonNm |
| PTIN | P01402296 | PTIN |
| Phone | 3523317373 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $257,206 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $33,100 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,097 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,097 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,097 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,994 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,994 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,074 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $34 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $37,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,091 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,125 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $32 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,083 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,022 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,804 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,322 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,322 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,804 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,287 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,125 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $156,267 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,294 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $91,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,944 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $968 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $968 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $248,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $245,631 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $257,206 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $7,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $7,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $248,332 | RetainedEarningBOYAmt |
| Retained Earning EOY | $238,631 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $248,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $238,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $248,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $245,631 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $248,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,701 | ExcessRevenueOverExpensesAmt |
| Subtotal | $238,631 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $238,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2 ABBOTT LABS | P | 2021-12-15 | 2023-01-11 | $227 | $268 | -$41 | -$41 |
| 1 ABBOTT LABS | P | 2021-12-15 | 2023-01-12 | $112 | $134 | -$22 | -$22 |
| 6 ALPHABET INC CL A | P | 2021-12-15 | 2023-01-17 | $547 | $859 | -$312 | -$312 |
| 3 ALPHABET INC CL A | P | 2021-12-15 | 2023-03-02 | $276 | $430 | -$154 | -$154 |
| 5 ALPHABET INC CL A | P | 2021-12-15 | 2023-03-24 | $525 | $716 | -$191 | -$191 |
| 8 ALPHABET INC CL A | P | 2021-12-15 | 2023-04-19 | $834 | $1,146 | -$312 | -$312 |
| 1 ALPHABET INC CL A | P | 2021-12-15 | 2023-08-07 | $131 | $143 | -$12 | -$12 |
| 1 AMAZON.COM INC | P | 2021-12-15 | 2023-08-07 | $142 | $167 | -$25 | -$25 |
| 1 AMERICAN TOWER CORP REIT | P | 2021-12-15 | 2023-08-07 | $184 | $272 | -$88 | -$88 |
| 4 APPLE INC | P | 2021-12-15 | 2023-06-23 | $746 | $703 | $43 | $43 |
| 2 APPLIED MATERIALS INC | P | 2021-12-15 | 2023-03-24 | $239 | $296 | -$57 | -$57 |
| 2 APPLIED MATERIALS INC | P | 2021-12-15 | 2023-04-19 | $220 | $296 | -$76 | -$76 |
| 3 APPLIED MATERIALS INC | P | 2021-12-15 | 2023-06-28 | $432 | $443 | -$11 | -$11 |
| 6 BOSTON SCIENTIFIC CORP | P | 2021-12-15 | 2023-01-11 | $271 | $240 | $31 | $31 |
| 2 BOSTON SCIENTIFIC CORP | P | 2021-12-15 | 2023-01-12 | $93 | $80 | $13 | $13 |
| 6 BOSTON SCIENTIFIC CORP | P | 2021-12-15 | 2023-03-24 | $288 | $240 | $48 | $48 |
| 3 BOSTON SCIENTIFIC CORP | P | 2021-12-15 | 2023-03-27 | $145 | $120 | $25 | $25 |
| 2 BOSTON SCIENTIFIC CORP | P | 2021-12-15 | 2023-09-12 | $107 | $80 | $27 | $27 |
| 2 BOSTON SCIENTIFIC CORP | P | 2021-12-15 | 2023-09-13 | $106 | $80 | $26 | $26 |
| 1 COSTCO WHOLESALE CORP | P | 2021-12-15 | 2023-11-06 | $568 | $551 | $17 | $17 |
| 1 DANAHER CORP | P | 2021-12-15 | 2023-08-07 | $256 | $309 | -$53 | -$53 |
| 1 DANAHER CORP | P | 2021-12-15 | 2023-09-22 | $250 | $309 | -$59 | -$59 |
| 5 DOLLAR GEN CORP NEW | P | 2021-12-15 | 2023-06-23 | $858 | $1,125 | -$267 | -$267 |
| 1 DOLLAR GEN CORP NEW | P | 2023-01-17 | 2023-06-23 | $172 | $233 | -$61 | -$61 |
| 2 HOME DEPOT INC | P | 2021-12-15 | 2023-03-24 | $566 | $805 | -$239 | -$239 |
| 2 HOME DEPOT INC | P | 2021-12-15 | 2023-03-27 | $565 | $805 | -$240 | -$240 |
| 1 HOME DEPOT INC | P | 2021-12-15 | 2023-03-28 | $281 | $403 | -$122 | -$122 |
| 1 HONEYWELL INTL INC | P | 2021-12-15 | 2023-08-01 | $194 | $208 | -$14 | -$14 |
| 1 HONEYWELL INTL INC | P | 2021-12-15 | 2023-09-22 | $190 | $208 | -$18 | -$18 |
| 1 INTUITIVE SURGICAL INC | P | 2022-03-28 | 2023-01-17 | $260 | $291 | -$31 | -$31 |
| 1 INTUITIVE SURGICAL INC | P | 2022-03-28 | 2023-12-01 | $314 | $291 | $23 | $23 |
| 1 INTUITIVE SURGICAL INC | P | 2022-03-29 | 2023-12-04 | $311 | $300 | $11 | $11 |
| 1 LAUDER ESTEE COS CL A | P | 2021-12-15 | 2023-01-17 | $267 | $360 | -$93 | -$93 |
| 1 LAUDER ESTEE COS CL A | P | 2021-12-15 | 2023-08-01 | $176 | $360 | -$184 | -$184 |
| 1 LAUDER ESTEE COS CL A | P | 2021-12-15 | 2023-08-02 | $172 | $360 | -$188 | -$188 |
| 1 LAUDER ESTEE COS CL A | P | 2022-03-08 | 2023-08-23 | $172 | $270 | -$98 | -$98 |
| 1 LAUDER ESTEE COS CL A | P | 2022-03-08 | 2023-08-04 | $171 | $270 | -$99 | -$99 |
| 2 MICROSOFT CORP | P | 2021-12-15 | 2023-04-19 | $575 | $654 | -$79 | -$79 |
| 1 MICROSOFT CORP | P | 2021-12-15 | 2023-06-23 | $336 | $327 | $9 | $9 |
| 1 MICROSOFT CORP | P | 2021-12-15 | 2023-11-06 | $356 | $327 | $29 | $29 |
| 1 MICROSOFT CORP | P | 2021-12-15 | 2023-12-01 | $374 | $327 | $47 | $47 |
| 1 PALO ALTO NETWORKS INC | P | 2022-06-22 | 2023-04-19 | $196 | $168 | $28 | $28 |
| 1 PALO ALTO NETWORKS INC | P | 2022-06-22 | 2023-04-20 | $192 | $168 | $24 | $24 |
| 1 PALO ALTO NETWORKS INC | P | 2022-06-22 | 2023-06-23 | $246 | $168 | $78 | $78 |
| 2 PALO ALTO NETWORKS INC | P | 2022-09-26 | 2023-12-01 | $590 | $328 | $262 | $262 |
| 1 PROCTER & GAMBLE CO | P | 2022-08-29 | 2023-08-01 | $156 | $142 | $14 | $14 |
| 1 PROCTER & GAMBLE CO | P | 2022-08-29 | 2023-08-03 | $157 | $142 | $15 | $15 |
| 1 PROCTER & GAMBLE CO | P | 2022-08-29 | 2023-08-16 | $154 | $142 | $12 | $12 |
| 1 PROCTER & GAMBLE CO | P | 2022-08-30 | 2023-08-16 | $154 | $141 | $13 | $13 |
| 1 PROCTER & GAMBLE CO | P | 2022-08-30 | 2023-09-12 | $152 | $141 | $11 | $11 |
| 2 PROCTER & GAMBLE CO | P | 2022-08-31 | 2023-09-22 | $305 | $279 | $26 | $26 |
| 1 PROCTER & GAMBLE CO | P | 2022-09-01 | 2023-09-22 | $152 | $139 | $13 | $13 |
| 1 PROCTER & GAMBLE CO | P | 2022-09-01 | 2023-09-25 | $151 | $139 | $12 | $12 |
| 1 PROCTER & GAMBLE CO | P | 2022-11-15 | 2023-09-25 | $151 | $140 | $11 | $11 |
| 2 PROCTER & GAMBLE CO | P | 2022-11-15 | 2023-09-26 | $299 | $280 | $19 | $19 |
| 4 SALESFORCE, INC. | P | 2001-12-15 | 2023-01-17 | $593 | $1,020 | -$427 | -$427 |
| 2 SCHLUMBERGER LTD | P | 2022-07-29 | 2023-09-12 | $123 | $74 | $49 | $49 |
| 1 SHERWIN WILLIAMS CO | P | 2021-12-15 | 2023-09-22 | $255 | $341 | -$86 | -$86 |
| 3 TEXAS INSTRUMENTS | P | 2021-12-15 | 2023-03-24 | $537 | $566 | -$29 | -$29 |
| 2 TEXAS INSTRUMENTS | P | 2021-12-15 | 2023-03-27 | $355 | $378 | -$23 | -$23 |
| 2 TEXAS INSTRUMENTS | P | 2021-12-15 | 2023-06-23 | $336 | $378 | -$42 | -$42 |
| 3 TEXAS INSTRUMENTS | P | 2021-12-15 | 2023-06-26 | $510 | $566 | -$56 | -$56 |
| 2 TEXAS INSTRUMENTS | P | 2022-11-15 | 2023-06-27 | $346 | $356 | -$10 | -$10 |
| 1 UNION PACIFIC CORP | P | 2021-12-15 | 2023-06-23 | $200 | $245 | -$45 | -$45 |
| 1 UNION PACIFIC CORP | P | 2021-12-15 | 2023-08-01 | $231 | $245 | -$14 | -$14 |
| 1 UNION PACIFIC CORP | P | 2021-12-15 | 2023-08-02 | $231 | $245 | -$14 | -$14 |
| 1 UNION PACIFIC CORP | P | 2021-12-15 | 2023-08-16 | $225 | $245 | -$20 | -$20 |
| 1 UNITEDHEALTH GROUP INC | P | 2021-12-15 | 2023-08-01 | $504 | $487 | $17 | $17 |
| 0.3333 VERALTO CORP | P | 2021-12-15 | 2023-10-02 | $29 | $36 | -$7 | -$7 |
| 0.3334 VERALTO CORP | P | 2021-12-15 | 2023-10-04 | $26 | $36 | -$10 | -$10 |
| 0.3333 VERALTO CORP | P | 2022-07-29 | 2023-10-04 | $26 | $34 | -$8 | -$8 |
| 0.3333 VERALTO CORP | P | 2022-08-03 | 2023-10-04 | $26 | $34 | -$8 | -$8 |
| 1 VISA INC CL A | P | 2021-12-15 | 2023-06-23 | $229 | $210 | $19 | $19 |
| 1 VISA INC CL A | P | 2021-12-15 | 2023-06-26 | $228 | $210 | $18 | $18 |
| 74000 COMERICA BANK TX | P | 2023-04-24 | 2023-10-30 | $74,000 | $74,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,955 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $34 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32 | SubtotalAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $968 | OverpaymentAmt |
| Applied To ES Tax | $968 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Laura L Gillman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3523317373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NW 57th Street | AddressLine1Txt |
| City | Gainesville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326056416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Amy Moody | ||||||
| 101 Rue Bacage | Lynn Haven | FL | 32444 | Director | 1.00 | $0 |
| Scott Spurrier | ||||||
| 117 Tryon Street | Columbia | SC | 29201 | Director | 1.00 | $0 |
| John C Bovay | ||||||
| 3940 NW 16th Blvd Bldg B | Gainesville | FL | 32605 | Director | 1.00 | $0 |
| Lisa King | ||||||
| 14664 NW 25th Road | Newberry | FL | 32669 | Foundation Mgr. | 6.00 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $178,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $252,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $252,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $248,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32 | TotalTaxAmt |
| Distributable Before Adj | $12,393 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,393 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,393 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,133 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,133 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,393 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,555 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,441 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,504 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,503 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,944 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,133 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,393 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,740 | RemainingDistriFromCorpusAmt |
| Total Corpus | $127,687 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,555 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $114,132 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,441 | ExcessFromYear4Amt |
| Excess From Year3 | $12,504 | ExcessFromYear3Amt |
| Excess From Year2 | $34,503 | ExcessFromYear2Amt |
| Excess From Year1 | $20,944 | ExcessFromYear1Amt |
| Excess From Current Year | $29,740 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lisa Spurrier King | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14664 NW 25th Road | AddressLine1Txt |
| City | Newberry | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32669 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3523317373 | RecipientPhoneNum |
| Form And Info And Materials | Written request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Red Cross | |||||||
| 1425 NW 6th Street | Gainesville | FL | 32601 | None | PC | To provide relief to victims of the Hawaii wildfires. | $1,000 |
| Ronald McDonald House Charities | |||||||
| 2121 SW 16th Street | Gainesville | FL | 32608 | None | PC | To help provide housing for families whose child is in a hospital. | $3,167 |
| Boys and Girls Club of Northeast Fl | |||||||
| 10 South Newnan Street Second Fl | Jacksonville | FL | 32202 | None | PC | The cash gift will faciliate the organization's mission to enable all young people to reach their full potential as productive, caring, responsible citizens. | $500 |
| Kids'n Capes Inc | |||||||
| PO Box 2160 | Alachua | FL | 32615 | None | PC | The cash gift will support the organizations's mission to educate, empower and protect children from sexual abuse, bullying and illegal drug use. | $5 |
| Peaceful Paths | |||||||
| 2100 NW 53rd Avenue Suite A | Gainesville | FL | 32653 | None | PC | The cash gift will allow Peaceful Paths to provide intervention, advocacy and education to survivors of domestic violence. | $3,000 |
| Bread of the Mighty Food Bank | |||||||
| 325 NW 10th Avenue | Gainesville | FL | 32601 | None | PC | The cash gift will help support the organization's mission to collect, sort, store and distribute food and basic essentials for the hungry. | $4,500 |
| PACE Center for Girls | |||||||
| 6745 Philips Industrial Blvd | Jacksonville | FL | 32256 | None | PC | The cash gift will support the organization's mission to keep girls from entering the juvenile justice system. | $2,500 |
| St Jude Children's Research Hospita | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | The contribution will support the organization's mission to advance cures and prevent pediatric catastrophic diseases through research and treatment. | $1,500 |
| Writers Alliance of Gainesville | |||||||
| PO Box 358396 | Gainesville | FL | 32635 | None | PC | The contribution will provide scholarships for writers. | $1,000 |
| The Real Rosewood Foundation Inc | |||||||
| 14738 SW 159th Avenue | Archer | FL | 32618 | None | PC | The cash gift will help the Foundation preserve and share the legacy of Rosewood, Florida. | $1,000 |
| Fellowship of Christian Athletes | |||||||
| 8701 Leeds Road | Kansas City | MO | 64129 | None | PC | The cash gift will further the organization's mission to serve local communities by engaging, equipping and empowering coaches and athletes to unite, inspire and change the world. | $200 |
| Stop Children's Cancer | |||||||
| 2622 NW 43rd Street Suite B | Gainesville | FL | 32606 | None | PC | The cash gift will help the organization achieve its mission to prevent, control and cure childhood cancers. | $350 |
| Ovarian Cancer Research Foundation | |||||||
| PO Box 32141 | New York | NY | 10087 | None | PC | The cash gift will support the organization's mission to cure ovarian cancer, improve treatments, and promote preventive measures. | $100 |
| Rex Brody Foundation | |||||||
| 1522 SW 112th Street | Gainesville | FL | 32607 | None | PC | The cash contribution will support the organization's mission to educate, empower and equip youth, through baseball, to positively impact the community. | $1,000 |
| The Salvation Army -Emergency Disas | |||||||
| 1424 Northeast Expressway | Atlanta | GA | 30329 | None | PC | The cash contribution will allow the Salvation Army the flexibility to quickly and efficiently meet the immediate needs of disaster survivors. | $2,000 |
| Bob Harris | |||||||
| 303 East Carver Street | Durham | NC | 27704 | None | I | The cash gift was made to offset the cost of around-the-clock care and supervision required due to his Alzheimer's diagnosis. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,322 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,097 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,994 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,955 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,091 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,955 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,136 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Peach Bowl Inc | ||||||
| 1 | 3284 Northside Pkwy NW Ste 550 | Atlanta | GA | 30327 | $12,500 | Yes (X) |
| Heisman Trust | ||||||
| 2 | 111 Broadway Suite 103A | New York | NY | 10006 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbott Labs, Inc. | $1,667 | $1,431 |
| Alphabet, Inc. | $6,807 | $6,845 |
| Amazon.com, Inc. | $8,531 | $7,749 |
| American Tower Corp. | $2,176 | $1,943 |
| Ameriprise Financial, Inc. | $1,169 | $1,519 |
| Apple, Inc. | $6,210 | $6,931 |
| Applied Materials, Inc. | $1,569 | $1,945 |
| Boston Scientific, Inc. | $1,030 | $1,503 |
| Costco Wholesale Corp. | $1,584 | $1,980 |
| Danaher Corp. | $1,059 | $925 |
| Honeywell International, Inc. | $970 | $1,049 |
| Microsoft Corp. | $11,604 | $13,537 |
| Nike, Inc. | $2,349 | $1,737 |
| O'Reilly Automotive, Inc. | $1,366 | $1,900 |
| Parker Hannifin Corp. | $933 | $1,382 |
| Rockwell Automation, Inc. | $1,047 | $931 |
| S&P Global, Inc. | $1,199 | $1,322 |
| Salesforce.com, Inc. | $2,507 | $2,895 |
| Sherwin Williams Co. | $1,928 | $1,871 |
| Thermo Fisher Scientific, Inc. | $1,805 | $1,592 |
| TJX Cos., Inc. | $1,736 | $2,251 |
| Union Pacific Corp. | $1,858 | $1,965 |
| UnitedHealth Group, Inc. | $2,941 | $3,159 |
| Visa, Inc. | $2,938 | $3,645 |
| Coca-Cola Co. | $2,081 | $2,004 |
| Intuitive Surgical, Inc. | $1,102 | $1,349 |
| Lilly Eli & Co. | $2,045 | $3,498 |
| Palo Alto Networks, Inc. | $777 | $1,474 |
| Schlumberger Ltd. | $829 | $1,197 |
| Accenture plc | $1,918 | $2,456 |
| Advanced Micro Devices, Inc. | $1,467 | $2,211 |
| ASML Holding | $621 | $757 |
| Broadcom, Inc. | $826 | $1,116 |
| Chipotle Mexican Grill, Inc. | $1,886 | $2,287 |
| Intuit | $1,732 | $2,500 |
| Mastercard, Inc. | $1,894 | $2,133 |
| Meta Platforms, Inc. | $4,208 | $4,955 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax Overpayment | Desc |
| BOY Book Value | $1,000 | BOYBookValueAmt |
| EOY Book Value | $968 | EOYBookValueAmt |
| EOYFMV | $968 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Expenses | $1,022 | $1,022 | |
| Licenses/Permits | $61 | $61 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS Visa | Desc |
| EOY Book Value | $7,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Tax | CategoryTxt |
| Amt | $32 | Amt |
| Net Investment Income | $32 | NetInvestmentIncomeAmt |