2023-01-05T11:04:11-05:00 2022-08-31 474328609 SILBERNAGEL & BURROUGHS PA 1934 N DONNELLY ST STE B MOUNT DORA FL 32757 990 2021-09-01 237227875 MOUNT DORA COMMUNITY TRUST MOUN PO BOX 1406 MOUNT DORA FL 327561406 FIRST NATIONAL BANK OF MT DORA TRUSTEE 3523832140 2023-01-03 true FIRST NATIONAL BANK OF MT DORA GABRIEL BURROUGHS CPA P01077526 3527296752 2023-01-05 0 00 AAL1 IAL1 2021 2023-03-07 01:45:13Z 15183960 false X HTTPS://MOUNTDORACOMMUNITYTRUST.COM/ X 1972 FL ESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST AIMS TO ENRICH THE QUALITY OF MOUNT DORA AND NORTHEAST LAKE COUNTY BY MAXIMIZING PERPETUAL GIVING, PROMOTING LEADERSHIP IN THE COMMUNITY, AND PAIRING DONORS WITH THE CAUSES THEY ARE PASSIONATE ABOUT. 5 5 4 0 0 2083516 2252467 0 1918642 1758812 92224 198684 4094382 4209963 720058 1189182 0 430749 544320 0 20974 95662 175122 1246469 1908624 2847913 2301339 19251509 21552848 0 19251509 21552848 ESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST AIMS TO ENRICH THE QUALITY OF MOUNT DORA AND NORTHEAST LAKE COUNTY BY MAXIMIZING PERPETUAL GIVING, PROMOTING LEADERSHIP IN THE COMMUNITY, AND PAIRING DONORS WITH THE CAUSES THEY ARE PASSIONATE ABOUT. false false 1632393 1087732 MOUNT DORA AREA COMMUNITY GRANTS AND ALLOCATIONS: FOR BENEFIT OF ORGANIZATIONS, GOVERNMENTAL ENTITIES, AND INDIVIDUALS SELECTED BY THE DISTRIBUTION COMMITTEE. THIS ALSO INCLUDES EXPENSES DIRECTLY INCURRED BY THE MOUNT DORA COMMUNITY TRUST FOR PUBLIC, EDUCATIONAL, CHARITABLE, OR BENEVOLENT NEEDS OF THE MOUNT DORA AREA COMMUNITY. 101450 SCHOLARSHIPS: 71 MOUNT DORA AREA STUDENTS WERE AWARDED SCHOLARSHIPS DURING THE YEAR. 1733843 true true false false false true false false false true true false false false false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false true 1 0 true 4 true false false false false false false false false false false false false false false false X 5 5 false false false false false false false true true false false true true true true true true true true false FL X 1ST NATL BANK OF MT DORA TRUST DEPT 3523832140 714 NORTH DONNELLY STREET MOUNT DORA FL 32757 FIRST NATIONAL BANK OF MT DORA TRUSTEE 40.00 0.00 X 328231 0 0 ROB ENGLISH EXECUTIVE DIRECTOR 40.00 0.00 X 84577 0 0 CRISSY STILE DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 BILLY BROOKS DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 KIM STEWART DISTRIBUTION COMMITTEE CHAIRP 1.00 0.00 X 0 0 0 SAM SADLER DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 BOBBY ROWE DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 412808 0 0 1 false true false 2252467 2252467 424854 424854 16200 16445 -245 -245 -245 12291510 10957552 1333958 1333958 1333958 ADMIN FEE REVENUE 900099 198929 198929 198929 4209963 198929 0 1758567 1087732 1087732 101450 101450 328231 246173 72211 9847 200282 150212 44062 6008 15807 11855 3478 474 3075 2306 677 92 80623 60467 17737 2419 2496 1872 549 75 10986 8239 2417 330 PRINTING & ADVERTISING 42067 31550 9255 1262 OTHER PROGRAM EXPENSES 20320 20320 FOUNDATION SOFTWARE 15555 11667 3421 467 1908624 1733843 153807 20974 1473411 1820115 47598 40305 795673 158972 658175 636701 17072325 19055727 19251509 21552848 0 0 X 5029814 5825097 14221695 15727751 19251509 21552848 19251509 21552848 2301339 0 X false false false X 374904 198215 338134 1365124 668524 2944901 374904 198215 338134 1365124 668524 2944901 90821 2854080 434218 364450 411875 425570 424854 2060967 5005868 0.57010 0.55170 X Unusual grants Part II or Part III line 1 YEAR ENDING AUGUST 31, 2020 (2019) $305,000YEAR ENDING AUGUST 31, 2021 (2020) $360,000YEAR ENDING AUGUST 31, 2021 (2020) $358,392YEAR ENDING AUGUST 31, 2022 (2021) $1,145,000YEAR ENDING AUGUST 31, 2022 (2021) $197,714YEAR ENDING AUGUST 31, 2022 (2021) $71,819YEAR ENDING AUGUST 31, 2022 (2021) $169,410 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 122504 59968 799525 true true 7226051 39391 -419331 104797 107228 6634086 6017287 88098 1299949 81355 97928 7226051 3914317 1802719 457872 74533 83088 6017287 2677185 1744213 -376838 75933 54310 3914317 2598065 293692 27900 144527 42145 2677185 false false 115717 115717 641595 128171 513424 14375 14375 23986 16426 7560 636701 Endowment funds intended uses (Part V, line 4) PHILANTHROPIC, PERFORMING ARTS, PUBLIC LIBRARY, PUBLIC FACILITIES, SISTER CITY PROGRAMS, CHILDRENS HOME. true CHRISTIAN CARE CENTER 115 N 13TH ST LEESBURG FL 34748 592790823 501C3 5000 FMV ACTIVITIES FOR HOMELESS FAMILIES EARLY LEARNING COALITION 1300 CITIZENS BLVD STE 206 LEESBURG FL 34748 593666873 501C3 10000 FMV SCHOOL READINESS AMVETS POST 1992 32201 AMVETS WAY MOUNT DORA FL 32757 593129495 501C19 75000 FMV PATIO EXPANSION HABITAT FOR HUMANITY 1806 S BAY STREET EUSTIS FL 32726 592958036 501C3 30000 FMV PRESERVATION & REPAIR POLKA DOGZ PET RESCUE PO BOX 365 OAKLAND FL 34760 474808100 501C3 5000 FMV ANIMAL SHELTER CONNECTION CITY OF MOUNT DORA 900 N DONNELLY ST MOUNT DORA FL 32757 596000380 GOVT 17600 FMV COMMUNITY EVENTS LIBRARY ART DISPLAY WE CARE OF LAKE COUNTY INC 4709 N HIGHWAY 19A MOUNT DORA FL 32757 593275830 501C3 10000 FMV WHEELIN TO HEAL EM LAKE SUPPORT & EMERGENCY RECOVERY PO BOX 560410 MONTVERDE FL 34756 061807554 501C3 100000 FMV STORM MITIGATION PROGRAM MOUNT OLIVE AME 1630 N GRANDVIEW ST MOUNT DORA FL 32757 582167762 501C3 7500 FMV ROOF REPAIR MT DORA AREA CHAMBER OF COMMERCE 341 ALEXANDER ST MOUNT DORA FL 32757 590369669 501C6 9000 FMV RESTORATION OF TRAIN DEPOT SPEAK THE TRUTH MINISTRIES 432 N EUSTIS ST EUSTIS FL 32726 900590239 501C3 6000 FMV MENTORING EASTER SEALS FLORIDA INC 2010 CROSBY WAY WINTER PARK FL 32792 590637848 501C3 20000 FMV SECURITY FENCE TROUT LAKE NATURE CENTER 520 E CR 44 EUSTIS FL 32736 593039878 501C3 16392 FMV GIVING WEEK CAMP BOGGY CREEK 30500 BRANTLEY BRANCH RD EUSTIS FL 32736 593012889 501C3 6000 FMV FAMILY RETREAT LAKE SUMTER CHILDRENS ADVOCACY 300 S CANAL ST LEESBURG FL 34748 593466574 501C3 5000 FMV EXPRESSIVE THERAPY PROGRAM CORNERSTONE HOSPICE FOUNDATION 2445 LANE PARK RD TAVARES FL 32778 592915060 501C3 7500 FMV CAMP BRIDGES FOR GRIEVING CHILDREN SONNENTAG THEATRE AT THE ICEHOUSE 1100 N UNSER ST MOUNT DORA FL 32757 596152541 501C3 15414 FMV GIVING WEEK NEW VISION FOR INDEPENDENCE 4072 UNITED AVENUE MOUNT DORA FL 32757 203288751 501C3 9342 FMV GIVING WEEK PET ALLICANCE OF GREATER ORLANDO 333 S GARLAND AVE ORLANDO FL 32801 590637883 501C3 15000 FMV FIRE - EMERGENCY DONATION HOUNDHAVEN INC 17961 W APSHAWA RD CLERMONT FL 34715 593655448 501C3 10000 FMV SPAY & NUETER ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501C3 11501 FMV PROGRAM SUPPORT MOUNT DORA HIGH SCHOOL 700 N HIGHLAND ST MOUNT DORA FL 32757 596000694 GOVT 69690 FMV STADIUM REBUILD ROTARY CLUB OF LAKE COUNTY PO BOX 196 MOUNT DORA FL 327560196 596209584 501C4 13782 FMV GIVING WEEK FORWARD PATHS FOUNDATION PO BOX 492109 LEESBURG FL 34749 462442032 501C3 37444 FMV GIVING WEEK ADVENT HEALTH FOUNDATION 1500 WATERMAN WAY TAVARES FL 32778 592330166 501C3 26578 FMV GIVING WEEK HAVEN OF LAKE & SUMTER COUNTIES 2600 SOUTH ST LEESBURG FL 34748 591258427 501C3 44687 FMV GIVING WEEK MD HIGH SCHOOL BAND BOOSTERS PO BOX 1164 MOUNT DORA FL 327561164 452749471 501C3 5000 FMV MUSIC EDUCATION LAKE COUNTY ANIMAL SHELTER 12280 COUNTY ROAD 448 TAVARES FL 32778 596000695 GOVT 19199 FMV SPAY & NUETER ANIMAL WELFARE 25 3 SCHOLARSHIPS 71 101450 FMV Monitoring procedures (Part I, line 2) SIX MONTHS AFTER GRANT FUNDS ARE AWARDED, THE RECIPIENT ORGANIZATION IS REQUIRED TO COMPLETE AND SUBMIT A POST-GRANT QUESTIONNAIRE, WHICH IS REVIEWED BY THE COMMUNITY TRUST TO ENSURE THE GRANT WAS USED AS INTENDED. X X X false false false false false false false false false FIRST NATIONAL BANK OF MT DORA TRUSTEE 328231 328231 Form 990 governing body review Part VI line 11 TRUSTEE AND DISTRIBUTION COMMITTEE MEMBERS ARE PROVIDED A DRAFT COPY OF THE FORM 990 FOR THEIR REVIEW, CHANGES NOTED BY MEMBERS ARE MADE AS NECESSARY, AND THE FINAL FORM 990 IS THEN FILED UPON SIGNATURE OF THE TRUSTEE. Conflict of interest policy compliance Part VI line 12c DURING MEETINGS OF THE GOVERNING BODY, ANY POTENTIAL CONFLICTS OF INTEREST REQUIRED TO BE DISCLOSED BY OFFICERS AND TRUSTEES ARE REVIEWED AND FURTHER ACTION IS TAKEN IF NECESSARY. THIS IS DOCUMENTED IN THE MINUTES. CEO executive director top management comp Part VI line 15a COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE GOVERNING BODY OF THE ORGANIZATON, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. COMPENSATION IS REVIEWED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. Other officer or key employee compensation Part VI line 15b COMPENSATION OF THE TRUSTEE IS REVIEWED AND APPROVED BY THE GOVERNING BODY OF THE ORGANIZATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. COMPENSATION IS REVIEWED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. Governing documents etc available to public Part VI line 19 GOVERNING DOCS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR A REASONABLE COPYING FEE.