BETA

DANIEL FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DANIEL FOUNDATION INC (EIN 59-2953807)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-10
IRS object ID
202301309349304015
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-10T15:18:53-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17411 FULLERTON STREET SUITE 300AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32256ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592953807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANIEL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDANIBusinessNameControlTxt
Phone9042961055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14203 SOUTHPOINT BLVDAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32216ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFELIPE PIAPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone9042961055PhoneNum
Signature2023-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFELIPEPersonFirstNm
Person LastPIAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANA ALEXANDERPreparerPersonNm
PTINP01425283PTIN
Phone9043566023PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFELIPE PIAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14203 SOUTHPOINT BLVDAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32216ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$461,939GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.DANIELKIDS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionDANIEL FOUNDATION EXISTS TO SEE THE FURTHERANCE OF CHARITABLE, SCIENTIFIC, AND EDUCATION ACTIVITIES IN THE LOCAL COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$24,600PYContributionsGrantsAmt
CY Contributions Grants$22,379CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$275,650PYInvestmentIncomeAmt
CY Investment Income$193,430CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$300,250PYTotalRevenueAmt
CY Total Revenue$215,809CYTotalRevenueAmt
PY Grants And Similar Paid$10,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$69,290PYOtherExpensesAmt
CY Other Expenses$33,999CYOtherExpensesAmt
PY Total Expenses$79,290PYTotalExpensesAmt
CY Total Expenses$33,999CYTotalExpensesAmt
PY Revenues Less Expenses$220,960PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$181,810CYRevenuesLessExpensesAmt
Total Assets BOY$4,940,773TotalAssetsBOYAmt
Total Assets EOY$4,219,451TotalAssetsEOYAmt
Total Liabilities BOY$33,949TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,702TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,906,824NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,186,749NetAssetsOrFundBalancesEOYAmt
MissionDANIEL FOUNDATION EXISTS TO SEE THE FURTHERANCE OF CHARITABLE, SCIENTIFIC, AND EDUCATION ACTIVITIES IN THE LOCAL COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE COLLEGE SCHOLARSHIPS TO THE CLIENTS OF DANIEL MEMORIALINC. FOR FISCAL YEAR 2021-2022, NO REQUESTS FOR SCHOLARSHIPS WERE RECEIVED.Desc
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FELIPE PIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9042961055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14203 SOUTHPOINT BLVDAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32216ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerInd
DAVID R ASHLEY
BOARD MEMBER1.00Yes (X)$0$0$0
SUSAN J BATEH
SECRETARY1.00Yes (X)$0$0$02.00Yes (X)
PHILLIP A BUHLER
VICE-CHAIRMAN1.00Yes (X)$0$0$02.00Yes (X)
SHEPERD COLLEDGE
BOARD MEMBER1.00Yes (X)$0$0$0
JACKIE COOK
BOARD MEMBER1.00Yes (X)$0$0$0
HONORABLE TIMOTHY J CORRIGAN
BOARD MEMBER1.00Yes (X)$0$0$0
BRIAN COUGHLIN
BOARD MEMBER1.00Yes (X)$0$0$0
BESTY C COX
CHAIRMAN1.00Yes (X)$0$0$02.00Yes (X)
JENNFIER EMERSON
BOARD MEMBER1.00Yes (X)$0$0$0
J MATT ENGLAND
BOARD MEMBER1.00Yes (X)$0$0$0
C JEANINE FICKLING
BOARD MEMBER1.00Yes (X)$0$0$0
KIRBY H GRIFFIN
BOARD MEMBER1.00Yes (X)$0$0$0
BARRY HALL
BOARD MEMBER1.00Yes (X)$0$0$0
CLARENCE HOUSTON
BOARD MEMBER1.00Yes (X)$0$0$0
LEWIS HUNTER
BOARD MEMBER1.00Yes (X)$0$0$0
DAN JACKSON
TREASURER1.00Yes (X)$0$0$02.00Yes (X)
JAMES PEAVEY JR
BOARD MEMBER1.00Yes (X)$0$0$0
DR MATTHEW ROBINSON
BOARD MEMBER1.00Yes (X)$0$0$0
JAY ROLFE
BOARD MEMBER1.00Yes (X)$0$0$0
CHRISTINE SWEET
BOARD MEMBER1.00Yes (X)$0$0$0
JIM THOMPSON
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID WINSLOW
BOARD MEMBER1.00Yes (X)$0$0$0
PAULA WRIGHT
BOARD MEMBER1.00Yes (X)$0$0$0
TRACEY BROWN
BOARD MEMBER1.00Yes (X)$0$0$0
JIM GRIFFIN
BOARD MEMBER1.00Yes (X)$0$0$0
ERIN COLLEDGE
BOARD MEMBER1.00Yes (X)$0$0$0
LESLEY WELLS
PRESIDENT/CEO4.00$0$154,923$2,98036.00Yes (X)
FELIPE PIA
CFO4.00$0$119,640$1,80036.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$274,563TotReportableCompRltdOrgAmt
Total Other Compensation$4,780TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$22,379AllOtherContributionsAmt
Total Contributions$22,379TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$232,260TotalRevenueColumnAmt
Exclusion$232,260ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$207,300SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$246,130SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$38,830SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$38,830TotalRevenueColumnAmt
Exclusion-$38,830ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$215,809TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$193,430ExclusionAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$33,406TotalAmt
Management And General$33,406ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Total$593TotalAmt
Management And General$593ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$33,999TotalAmt
Program Services$0ProgramServicesAmt
Management And General$33,999ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$241,553BOYAmt
EOY$263,345EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$500BOYAmt
EOY$500EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,555LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,500LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,278BOYAmt
EOY$3,055EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,469,477BOYAmt
EOY$3,723,208EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$224,965BOYAmt
EOY$229,343EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,940,773BOYAmt
EOY$4,219,451EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,949BOYAmt
EOY$32,702EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,949BOYAmt
EOY$32,702EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$744,142BOYAmt
EOY$613,562EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,162,682BOYAmt
EOY$3,573,187EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,906,824BOYAmt
EOY$4,186,749EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,940,773BOYAmt
EOY$4,219,451EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$181,810ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$901,885NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
ChurchYes (X)ChurchInd

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,167,540BeginningYearBalanceAmt
Contributions$22,379ContributionsAmt
Investment Earnings Or Losses-$588,867InvestmentEarningsOrLossesAmt
Other Expenditures$27,865OtherExpendituresAmt
End Year Balance$3,573,187EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,450,936BeginningYearBalanceAmt
Contributions$79,103ContributionsAmt
Investment Earnings Or Losses$709,647InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,000GrantsOrScholarshipsAmt
Other Expenditures$62,146OtherExpendituresAmt
End Year Balance$4,167,540EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,408,303BeginningYearBalanceAmt
Contributions$31,480ContributionsAmt
Investment Earnings Or Losses$79,214InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,750GrantsOrScholarshipsAmt
Other Expenditures$63,311OtherExpendituresAmt
End Year Balance$3,450,936EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,311,795BeginningYearBalanceAmt
Contributions$46,366ContributionsAmt
Investment Earnings Or Losses$190,266InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,000GrantsOrScholarshipsAmt
Other Expenditures$124,124OtherExpendituresAmt
End Year Balance$3,408,303EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,720,860BeginningYearBalanceAmt
Contributions$54,640ContributionsAmt
Investment Earnings Or Losses$210,771InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,650GrantsOrScholarshipsAmt
Other Expenditures$663,826OtherExpendituresAmt
End Year Balance$3,311,795EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01290BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.98710PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,555OtherCostOrOtherBasisAmt
Depreciation$5,500DepreciationAmt
Book Value$3,055BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,055TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescSPLIT INTEREST RECEIVABLESDesc
Book Value$229,343BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$229,343TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$32,702Amt
FieldValueIRS element (for citing)
Total Liability$32,702TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TERM ENDOWMENTS ARE USED FOR NEW BUILDINGS AND BUILDING IMPROVEMENTS. PERMANENT ENDOWMENTS ARE USED FOR GENERAL OPERATIONS, CLIENT CARE SERVICES, AND EDUCATION SERVICES. QUASI ENDOWMENTS ARE BOARD DIRECTED.
PART X, LINE 2:UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, DANIEL FOUNDATION, INC. IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. NO UNRELATED BUSINESS INCOME HAS BEEN IDENTIFIED. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2022, THE ORGANIZATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLESLEY WELLSPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$154,923CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$2,980NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$157,903TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM IS REVIEWED BY THE AUDIT AND FINANCE COMMITTE BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CANY KNOWN OR POSSIBLE CONFLICTS OF INTEREST ARE REVIEWED AND BROUGHT TO THE ATTENTION OF THE AUDIT AND FINANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15THE CHAIRS OF THE BOARD REVIEW AND EVALUATE UPPER MANAGEMENT AND OFFICERS ANNUALLY. THE HUMAN RESOURCES DEPARTMENT RECIEVES THE CORPORATE SALARY INFORMATION FROM HUMAN RESOURCES ASSOCIATIONS. THE CFO REVIEWS AND EVALUATES KEY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
DANIEL MEMORIAL INC
4203 SOUTHPOINT BLVDJACKSONVILLEFL32216593067752CHILD SVCSFL501(C)(3)LINE 10N/AYes (1)
DANIEL MEMORIAL PROPERTIES INC
4203 SOUTHPOINT BLVDJACKSONVILLEFL32216592953527HOLDS PROPFL501(C)(2)N/AYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.