WESTGATE FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTGATE FOUNDATION INC (EIN 59-3725614)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202531199349301773
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T10:54:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593725614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTGATE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4073513351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 616627 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32861 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WILLMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4073513350 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN WILLMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 WINDHOVER DRIVE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,826,367 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NA | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION AIMS TO BE A CATALYST FOR POSITIVE CHANGE IN ITS LOCAL COMMUNITIES BY PARTNERING WITH ORGANIZATIONS THAT SEEK TO CREATE STABILITY FOR FAMILIES IN NEED, PROVIDE CRITICAL RESOURCES TO OUR ACTIVE MILITARY & VETERANS, AND DEVELOP WORKFORCE READINESS PROGRAMS AROUND THE COUNTRY. THE FOUNDATION IS ALSO DEDICATED TO SUPPORTING TEAM MEMBERS IN AN UNFORESEEN CRISIS WHEN THEY NEED ASSISTANCE THE MOST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,126,240 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,250,917 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $136,646 | PYInvestmentIncomeAmt |
| CY Investment Income | $129,422 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,262,886 | PYTotalRevenueAmt |
| CY Total Revenue | $2,380,339 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,388,291 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $772,770 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $496,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $486,341 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $156,219 | PYOtherExpensesAmt |
| CY Other Expenses | $141,214 | CYOtherExpensesAmt |
| PY Total Expenses | $2,041,101 | PYTotalExpensesAmt |
| CY Total Expenses | $1,400,325 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,221,785 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $980,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,345,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,489,013 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,345,889 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,489,013 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION AIMS TO BE A CATALYST FOR POSITIVE CHANGE IN ITS LOCAL COMMUNITIES BY PARTNERING WITH ORGANIZATIONS THAT SEEK TO END THE NATION'S DRUG EPIDEMIC, CREATE STABILITY FOR FAMILIES IN NEED, PROVIDE CRITICAL RESOURCES TO OUR ACTIVE MILITARY & VETERANS, AND DEVELOP WORKFORCE READINESS PROGRAMS AROUND THE COUNTRY. THE FOUNDATION IS ALSO DEDICATED TO SUPPORTING TEAM MEMBERS IN AN UNFORESEEN CRISIS WHEN THEY NEED ASSISTANCE THE MOST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $315,081 | ExpenseAmt |
| Grant | $315,081 | GrantAmt |
| Desc | PAYMENT OF HOUSING AND UTILITY EXPENSES ON BEHALF OF 185 FAMILIES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $165,360 | ExpenseAmt |
| Grant | $165,360 | GrantAmt |
| Desc | GRANTS TO NONPROFIT ORGANIZATIONS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $82,825 | ExpenseAmt |
| Grant | $82,825 | GrantAmt |
| Desc | DISTRIBUTION OF SCHOOL SUPPLIES TO 3,400 FAMILIES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $68,865 | $68,865 | PAYMENT OF FUNERAL AND RELATED TRAVEL AND HOUSING ON BEHALF OF 61 FAMILIES |
| $71,097 | $71,097 | PAYMENT OF TRANSPORTATION EXPENSES ON BEHALF OF 41 FAMILIES |
| $49,160 | $49,160 | DISTRIBUTION OF HOLIDAY TOYS TO 4,140 FAMILIES |
| $2,903 | $2,903 | PAYMENT OF MISCELLANEOUS HARDSHIP & CRISIS RELATED EXPENSES ON BEHALF OF 6 FAMILIES |
| $17,479 | $17,479 | PAYMENT OF MEDICAL EXPENSES ON BEHALF OF 4 FAMILIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $209,504 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $209,504 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $772,770 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE FRANKLIN | PersonNm |
| Phone | 4073513350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 WINDHOVER DRIVE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID SIEGEL | ||||||
| PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK WALTRIP | ||||||
| VICE PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN WALTRIP | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE SIEGEL | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TOM DUGAN | ||||||
| TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM GISSY | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| BARRY SIEGEL | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SIEGEL | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| STEVE SIEGEL | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CRISA MARDER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,250,917 | AllOtherContributionsAmt |
| Total Contributions | $2,250,917 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,184 | TotalRevenueColumnAmt |
| Exclusion | $132,184 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $443,266 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $446,028 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,762 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,762 | TotalRevenueColumnAmt |
| Exclusion | -$2,762 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,380,339 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $129,422 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,360 | TotalAmt |
| Program Services | $165,360 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,410 | TotalAmt |
| Program Services | $607,410 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,341 | TotalAmt |
| Management And General | $486,341 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,297 | TotalAmt |
| Management And General | $7,297 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584 | TotalAmt |
| Management And General | $584 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| MILITARY WEEKEND | $104,185 | $104,185 |
| TAXES, LICENSES AND FEE | $20,973 | $20,973 |
| CREDIT CARD FEES | $8,175 | $8,175 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,325 | TotalAmt |
| Program Services | $772,770 | ProgramServicesAmt |
| Management And General | $627,555 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,816 | BOYAmt |
| EOY | $1,364,366 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,048 | BOYAmt |
| EOY | $525,681 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,483 | BOYAmt |
| EOY | $53,357 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,333,542 | BOYAmt |
| EOY | $2,545,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,345,889 | BOYAmt |
| EOY | $4,489,013 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,345,889 | BOYAmt |
| EOY | $4,489,013 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,345,889 | BOYAmt |
| EOY | $4,489,013 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,345,889 | BOYAmt |
| EOY | $4,489,013 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $980,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $163,110 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $877,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $501,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $556,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,126,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,250,917 | CurrentTaxYearAmt |
| Total | $9,311,821 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $877,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $501,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $556,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,126,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,250,917 | CurrentTaxYearAmt |
| Total | $9,311,821 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,311,821 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,184 | CurrentTaxYearAmt |
| Total | $205,971 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,517,792 | TotalSupportAmt |
| Public Support CY170 | 0.97840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EXCHANGE-TRADED AND CLOSED-END FUNDS | $2,410,801 | F |
| FEDERATED HRMS INST TXFR CS PR - MONEY MARKET FUND | $134,808 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,545,609 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BRIAN BILL FOUNDATION | |||||||
| 258 15TH AVE NE | ST PETERSBURG | FL | 33704 | 501(C)(3) | $15,000 | $0 | DONATION TO OPERATING FUND |
| HELPING HANDS OUTREACH INC | |||||||
| 129 RONDA CT | DAVENPORT | FL | 52801 | 501(C)(3) | $10,000 | $0 | DONATION TO OPERATING FUND |
| 22ZERO | |||||||
| 502 E MAIN STREET | LAKELAND | AL | 33801 | 501(C)(3) | $10,000 | $0 | DONATION TO OPERATING FUND |
| RECOVERY CONNECTIONS OF CENTRAL FLORIDA | |||||||
| 7912 FOREST CITY RD 101 | ORLANDO | FL | 32810 | 501(C)(3) | $20,000 | $0 | DONATION TO OPERATING FUND |
| LAS VEGAS METROPOLITAN POLICE FOUNDATION | |||||||
| 110 N CITY PKWY SUITE 420 | LAS VEGAS | NV | 89106 | 501(C)(3) | $62,707 | $0 | DONATION TO OPERATING FUND |
| UCF FOUNDATION | |||||||
| 12424 RESEARCH PKWY 250 | ORLANDO | FL | 32826 | 501(C)(3) | $15,000 | $0 | DONATION TO OPERATING FUND |
| TEAM RUBICON | |||||||
| 5230 PACIFIC CONCOURSE DR 200 | LOS ANGELES | CA | 90045 | 501(C)(3) | $10,000 | $0 | DONATION TO OPERATING FUND |
| AGSM DEPARTMENT OF FLORIDA | |||||||
| 2128 LEROY PL NW | WASHINGTON | DC | 20008 | 501(C)(3) | $10,000 | $0 | DONATION TO OPERATING FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FUNERAL ASSISTANCE AND RELATED TRAVEL AND HOUSING | 61 | $68,865 |
| TRANSPORTATION | 41 | $71,097 |
| HOUSING | 185 | $315,081 |
| TOYS | 4140 | $49,160 |
| SCHOOL SUPPLIES | 3400 | $82,825 |
| FINANCIAL HARDSHIP & CRISIS ASSISTANCE | 6 | $2,903 |
| MEDICAL EXPENSES | 4 | $17,479 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS VENDORS DIRECTLY FOR THE BENEFIT OF GRANT RECIPIENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | 1. MARK WALTRIP, VICE PRESIDENT, IS THE HUSBAND OF DAVID SIEGEL'S NIECE AND EMPLOYED BY CFI RESORTS MANAGEMENT, INC. 2. KAREN WALTRIP, DIRECTOR, IS DAVID SIEGEL'S NIECE AND EMPLOYED BY WESTGATE MARKETING, LLC. 3. JACQUELINE SIEGEL, DIRECTOR, IS THE WIFE OF DAVID SIEGEL AND EMPLOYED BY CFI RESORTS MANAGEMENT, INC. 4. TOM DUGAN, DIRECTOR, IS EMPLOYED BY CFI RESORTS MANAGEMENT, INC. 5. JIM GISSY, DIRECTOR, IS EMPLOYED BY WESTGATE RESORTS, INC. 6. BARRY SIEGEL, DIRECTOR, IS THE BROTHER OF DAVID SIEGEL AND EMPLOYED BY WESTGATE MARKETING, LLC. 7. RICHARD SIEGEL, DIRECTOR, IS THE SON OF DAVID SIEGEL AND EMPLOYED BY WESTGATE MARKETING, LLC. |
| FORM 990, PART VI, SECTION B, LINE 11B | NO REVIEW WILL BE CONDUCTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY EACH YEAR THEY ARE ON THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. THE ORGANIZATION'S FEDERAL RETURN IS ALSO AVAILABLE ON WEBSITES THAT PROVIDE PUBLIC ACCESS TO EXEMPT ORGANIZATIONS FEDERAL RETURNS. |
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