LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC (EIN 81-5460299)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-12
- IRS object ID
- 202442569349101014
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-12T12:39:04-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580662558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK ASKEW & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W FAIRBANKS AVE SUITE 201 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815460299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUCIA H BAILEY AND STEPHEN M BAILEY | BusinessNameLine1Txt |
| Business Name Line2 | 2016 FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCI | BusinessNameControlTxt |
| Phone | 4076194265 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4546 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327934546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK S BAILEY | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 4076194265 | PhoneNum |
| Signature | 2024-09-12 | 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 | TONYA KELLY | PreparerPersonNm |
| PTIN | P00846890 | PTIN |
| Phone | 4074786596 | PhoneNum |
| Preparation | 2024-09-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,723,668 | 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 |
| Dividends Rev And Expnss | $210,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,627 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $408,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $408,958 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,723 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,565 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,565 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $378 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,288 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $451,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $451,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $488,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $378 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $487,788 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $408,580 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,969 | CashBOYAmt |
| Cash EOY | $17,282 | CashEOYAmt |
| Cash EOYFMV | $17,282 | CashEOYFMVAmt |
| Other Investments BOY | $1,286,704 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,275,183 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,706,386 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,371,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,292,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,723,668 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,371,673 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,292,465 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,371,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,292,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,371,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,292,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,371,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,208 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,292,465 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,292,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DOVER CORPORATION | PropertyDesc |
| Acquired | 1993-01-15 | AcquiredDt |
| Sold | 2023-11-29 | SoldDt |
| Gross Sales Price | $210,148 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,521 | CostOrOtherBasisAmt |
| Gain Or Loss | $198,627 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $198,627 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,627 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,679 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,679 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,679 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | 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 | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $70 | EsPenaltyAmt |
| Tax Due | $2,949 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | HANCOCK ASKEW CO LLP | IndividualWithBooksNm |
| Phone | 4074786596 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W FAIRBANKS AVENUE STE 201 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARK S BAILEY | ||||||||
| PO BOX 4546 | WINTER PARK | FL | 327934546 | PRESIDENT/DIRECTOR | 6.00 | $20,000 | $0 | $0 |
| DONNA J BAILEY | ||||||||
| PO BOX 4546 | WINTER PARK | FL | 327934546 | VICE PRESIDENT/DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $9,239,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,349,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,349,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,239 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,209,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $460,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $460,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,679 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,679 | TotalTaxAmt |
| Distributable Before Adj | $454,772 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $454,772 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $454,772 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $487,788 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $487,788 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $454,772 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $467,642 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $487,788 | QualifyingDistributionsAmt |
| Applied To Year1 | $467,642 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $434,626 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK S BAILEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4546 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327934546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4076194265 | RecipientPhoneNum |
| Form And Info And Materials | MUST SHOW PURPOSE OR NEED FOR GRANT. MUST BE A 501(C)(3) ORGANIZATION AND MUST INCLUDE NAME OF CONTACT PERSON. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BONANZA SOCIETY | |||||||
| 3595 N WEBB ROAD SUITE 200 | WICHITA | KS | 67226 | N/A | N/A | CHARITABLE | $11,500 |
| ASSOCIATION OF SOUTHEASTERN BIOLOGISTS | |||||||
| PO BOX 7874 | MONROE | LA | 71211 | N/A | N/A | CHARITABLE | $10,000 |
| BEERSHEBA SPRINGS MEDICAL CLINIC | |||||||
| 19592 SR 56 | BEERSHEBA SPRINGS | TN | 37305 | N/A | N/A | CHARITABLE | $10,000 |
| BOYS TOWN CENTRAL FLORIDA | |||||||
| 7001 UNIVERSITY BLVD | WINTER PARK | FL | 32792 | N/A | N/A | CHARITABLE | $10,000 |
| CARSON SCHOLARSHIP FUND INC | |||||||
| 305 W CHESAPEAKE AVENUE SUITE 310 | TOWSON | MD | 21204 | N/A | N/A | CHARITABLE | $7,000 |
| CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA | |||||||
| 808 W CENTRAL BLVD | ORLANDO | FL | 32805 | N/A | N/A | CHARITABLE | $8,000 |
| COALITION FOR THE HOMELESS | |||||||
| 18 N TERRY AVE | ORLANDO | FL | 32801 | N/A | N/A | CHARITABLE | $4,000 |
| COMMEMORATIVE AIR FORCE | |||||||
| PO BOX 764769 | DALLAS | TX | 75376 | N/A | N/A | CHARITABLE | $11,000 |
| COVENANT HOUSE FLORIDA | |||||||
| 5931 E COLONIAL DR | ORLANDO | FL | 32807 | N/A | N/A | CHARITABLE | $10,000 |
| DAWSON MEMORIAL BAPTIST CHURCH | |||||||
| 1114 OXMOOR RD | BIRMINGHAM | AL | 35209 | N/A | N/A | CHARITABLE | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| 1211 8TH ST | BARABOO | WI | 53913 | N/A | N/A | CHARITABLE | $8,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | N/A | CHARITABLE | $10,000 |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | N/A | N/A | CHARITABLE | $20,000 |
| LIBERTY COUNSEL | |||||||
| PO BOX 540774 | ORLANDO | FL | 32854 | N/A | N/A | CHARITABLE | $10,000 |
| LIVE OAK WILDERNESS CAMP | |||||||
| 1240 MOSS ST | NEW ORLEANS | LA | 70119 | N/A | N/A | CHARITABLE | $13,000 |
| PROJECT BELOVED THE MOLLY JANE MISSION | |||||||
| 2930 BLEDSOE ST | FORT WORTH | TX | 76107 | N/A | N/A | CHARITABLE | $7,500 |
| REACH ORLANDO CHURCH | |||||||
| 3580 ALOMA AVE | WINTER PARK | FL | 32792 | N/A | N/A | CHARITABLE | $105,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | N/A | CHARITABLE | $5,000 |
| ST FRANCIS MANOR OF VERO BEACH | |||||||
| 1750 20TH AVENUE | VERO BEACH | FL | 32960 | N/A | N/A | CHARITABLE | $12,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | N/A | N/A | CHARITABLE | $6,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | N/A | CHARITABLE | $5,500 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | N/A | N/A | CHARITABLE | $10,000 |
| TRACK SHACK YOUTH FOUNDATION | |||||||
| 1104 N MILLS AVE | ORLANDO | FL | 32803 | N/A | N/A | CHARITABLE | $1,500 |
| SPIRIT OF JOY CHURCH | |||||||
| 1801 ROUSE RD | ORLANDO | FL | 32817 | N/A | N/A | CHARITABLE | $20,000 |
| FLORIDA DIVISION UNITED DAUGHTERS OF THE CONFEDERACY | |||||||
| 328 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | N/A | N/A | CHARITABLE | $2,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | N/A | CHARITABLE | $7,000 |
| SOUTHEASTERN LEGAL FOUNDATION | |||||||
| 560 WEST CROSSVILLE RD SUITE 104 | ROSWELL | GA | 30075 | N/A | N/A | CHARITABLE | $6,000 |
| THE NATIONAL NAVY UDT-SEAL MUSEUM | |||||||
| 3300 N HWY A1A | FORT PIERCE | FL | 34949 | N/A | N/A | CHARITABLE | $3,000 |
| THE FEDERALIST SOCIETY | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | N/A | N/A | CHARITABLE | $4,000 |
| LEVY COUNTY HISTORICAL SOCIETY | |||||||
| 397 E HATHAWAY AVE | BRONSON | FL | 32621 | N/A | N/A | CHARITABLE | $3,000 |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA | |||||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | N/A | N/A | CHARITABLE | $2,500 |
| THE CROSS BRAND COWBOY CHURCH OF WILLISTON INC | |||||||
| 11915 FM2015 | TYLER | TX | 75708 | N/A | N/A | CHARITABLE | $4,000 |
| GRACE MEDICAL HOME INC | |||||||
| 1417 E CONCORD ST | ORLANDO | FL | 32803 | N/A | N/A | CHARITABLE | $8,000 |
| OPERATION HOMEFRONT INC | |||||||
| 17319 SAN PEDRO SUITE 505 | SAN ANTONIO | TX | 78232 | N/A | N/A | CHARITABLE | $4,000 |
| VALIANT AIR COMMAND INC | |||||||
| 6600 TICO RD | TITUSVILLE | FL | 32780 | N/A | N/A | CHARITABLE | $5,000 |
| DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA | |||||||
| 204 WYMORE RD | WINTER PARK | FL | 32789 | N/A | N/A | CHARITABLE | $2,000 |
| AOPA FOUNDATION INC | |||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | N/A | N/A | CHARITABLE | $5,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | N/A | N/A | CHARITABLE | $4,000 |
| US JUSTICE FOUNDATION | |||||||
| 41810 N VENTURE DR BUILDING F | PHOENIX | AZ | 85086 | N/A | N/A | CHARITABLE | $3,000 |
| PACIFIC CREST TRAIL ASSOCIATION | |||||||
| 2150 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | N/A | N/A | CHARITABLE | $2,500 |
| COLORADO TRAIL FOUNDATION | |||||||
| 122 HALLEYS AVE | SALIDA | CO | 81201 | N/A | N/A | CHARITABLE | $3,500 |
| MOODY BIBLE INSTITUTE | |||||||
| 820 N LA SALLE DR | CHICAGO | IL | 60610 | N/A | N/A | CHARITABLE | $3,000 |
| HOPE HELPS INC | |||||||
| 812 EYRIE DR | OVIEDO | FL | 32765 | N/A | N/A | CHARITABLE | $5,000 |
| LEADERSHIP INSTITUTE | |||||||
| 555 WINDERLEY PL SUITE 300 | MAITLAND | FL | 32751 | N/A | N/A | CHARITABLE | $5,000 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | N/A | N/A | CHARITABLE | $7,000 |
| COAST GUARD FOUNDATION INC | |||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | N/A | N/A | CHARITABLE | $2,500 |
| HEALTH WELL FOUNDATION | |||||||
| 20440 CENTURY BLVD SUITE 250 | GERMANTOWN | MD | 20874 | N/A | N/A | CHARITABLE | $4,000 |
| HARMONY BAPTIST ASSOCIATION INC | |||||||
| 1699 SW SR 26 PO BOX 23 | TRENTON | FL | 32693 | N/A | N/A | CHARITABLE | $4,000 |
| CONCORD BAPTIST CHURCH OF CHIEFLAND INC | |||||||
| 5551 NW CO RD 336 | CHIEFLAND | FL | 32626 | N/A | N/A | CHARITABLE | $4,000 |
| YOUNG AMERICAS FOUNDATION | |||||||
| 1969 VANDERBILT UNIVERSITY | NASHVILLE | TN | 37235 | N/A | N/A | CHARITABLE | $3,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 10150 HIGHLAND MANOR DR SUITE 330 | TAMPA | FL | 33610 | N/A | N/A | CHARITABLE | $5,500 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | N/A | CHARITABLE | $5,000 |
| THE ARC OF LEVY COUNTY | |||||||
| PO BOX 86 | OTTER CREEK | FL | 32683 | N/A | N/A | CHARITABLE | $3,000 |
| THE NATIONAL FOUNDATION FOR GUN RIGHTS INC | |||||||
| PO BOX 1776 | LOVELAND | CO | 80539 | N/A | N/A | CHARITABLE | $4,000 |
| NAVAL AVIATION MUSEUM FOUNDATION | |||||||
| 1750 RADFORD BLVD SUITE B | NAVAL AIR STATION PENS | FL | 32508 | N/A | N/A | CHARITABLE | $5,000 |
| CITIZENS AGAINST GOVERNMENT WASTE | |||||||
| 317 MASSACHUSETTS AVE NE SUITE 300 | WASHINGTON | DC | 20002 | N/A | N/A | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $451,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $210,331 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $198,627 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $408,958 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $408,958 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME OF THE FOUNDATION IS DISTRIBUTED TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. |
| 8 | INCOME OF THE FOUNDATION IS DISTRIBUTED TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,275,183 | BookValueAmt |
| EOYFMV | $9,706,386 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $2,300 | $0 | $2,300 |
| OFFICE SUPPLIES | $140 | $0 | $140 |
| LICENSES | $61 | $0 | $61 |
| POSTAGE | $64 | $0 | $64 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $378 | $378 | $0 |
| TAXES | $3,723 | $0 | $3,723 |
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