THOMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS FAMILY FOUNDATION INC (EIN 06-1604351)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202541269349101749
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T12:47:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E KENNEDY BLVD 1500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336025865 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061604351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2129836409 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5390 ISLEWORTH COUNTRY CL | AddressLine1Txt |
| City | WINDERMERE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID THOMAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129836409 | PhoneNum |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STELLA I METZ CPA | PreparerPersonNm |
| PTIN | P01513856 | PTIN |
| Phone | 8133974800 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $520,314 | 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 | $14,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $208,875 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $278,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,875 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $223,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,243 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,130 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,130 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $175 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,431 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,130 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,462 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,462 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,431 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131 | CashBOYAmt |
| Cash EOY | $1,339 | CashEOYAmt |
| Cash EOYFMV | $1,339 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,944 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $181,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $181,172 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $179,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $110,862 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $337,803 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $220,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $520,314 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $37,424 | CapitalStockBOYAmt |
| Capital Stock EOY | $37,424 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $182,745 | RetainedEarningBOYAmt |
| Retained Earning EOY | $255,949 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $220,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $293,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $220,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $293,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $220,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $293,389 | SubtotalAmt |
| Other Decreases | $16 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $293,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UBS #30630 | PropertyDesc |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $278,934 | GrossSalesPriceAmt |
| Cost Or Other Basis | $70,059 | CostOrOtherBasisAmt |
| Gain Or Loss | $208,875 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $208,875 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,875 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,069 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,069 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,069 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,069 | 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 | DAVID THOMAS | IndividualWithBooksNm |
| Phone | 2035360080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5390 ISLEWORTH COUNTRY CLUB DR | AddressLine1Txt |
| City | WINDERMERE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M THOMAS | ||||||||
| 5390 ISLEWORTH COUNTRY CLUB DR | WINDERMERE | FL | 34786 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| CAROLYN T THOMAS | ||||||||
| 5390 ISLEWORTH COUNTRY CLUB DR | WINDERMERE | FL | 34786 | VP & SECRETARY | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $569,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $579,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $579,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $571,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,069 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,069 | TotalTaxAmt |
| Distributable Before Adj | $25,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,485 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,592 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,592 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,199 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,827 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,396 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,965 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $296,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,592 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,107 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $418,445 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $42,951 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $375,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,199 | ExcessFromYear4Amt |
| Excess From Year3 | $14,827 | ExcessFromYear3Amt |
| Excess From Year2 | $131,396 | ExcessFromYear2Amt |
| Excess From Year1 | $46,965 | ExcessFromYear1Amt |
| Excess From Current Year | $122,107 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WUCF | |||||||
| 12461 RESEARCH PARKWAY SUITE 550 | ORLANDO | FL | 32826 | NONE | PC | TO ENCOURAGE CURIOSITY AND LEARNING THROUGH COMPELLING CONTENT AND COMMUNITY ENGAGEMENT. | $50 |
| UROLOGY CARE FOUNDATION INC | |||||||
| 1000 CORPORATE BLVD | LINTHICUM | MD | 21090 | NONE | PC | TO SUPPORT AND IMPROVE THE PREVENTION, DETECTION AND TREATMENT OF UROLOGICAL DISEASES THROUGH RESEARCH AND EDUCATION. | $250 |
| FLORIDA ACHIEVEMENT SUPPORT TRUST | |||||||
| 901 PONCE DE LEON BLVD STE 700 | CORAL GABLES | FL | 33134 | NONE | PC | PROVIDE LIFE-CHANGIE IMPACT FOR GATOR STUDENT-ATHLETES AND THE UF COMMUNITY | $5,000 |
| FIRST PRESBYTERIAN CHURCH OF ORLANDO | |||||||
| 106 E CHURCH ST 3341 | ORLANDO | FL | 32801 | NONE | PC | CHURCH | $21,000 |
| SHEPHERD'S HOPE INC | |||||||
| 455 9TH STREET | WINTER GARDEN | FL | 34787 | NONE | PC | PROVIDE ACCESS TO FREE HEALTH CARE FOR THE UNINSURED | $1,000 |
| FAMILY PROMISE ORLANDO | |||||||
| 2313 NORTH ORANGE AVE | ORLANDO | FL | 32804 | NONE | PC | HELPS FAMILIES EXPERIENCING HOMELESSNESS AND LOW-INCOME FAMILIES ACHIEVE SUSTAINABLE HOUSING AND SELF-SUFFICIENCY THROUGH A COMMUNITY-BASED RESPONSE. | $5,000 |
| ST LUKES UNITED METHODIST CHURCH AT WINDERMERE INC | |||||||
| 4851 S APOPKA VINELAND RD | ORLANDO | FL | 32819 | NONE | PC | COMMIT TO WORSHIP, CONNECT, CARE, AND GROW AS DISCIPLES, TO SERVE IN REVEALING THE KINGDOM OF GOD | $1,000 |
| SUPPORT OUR SCHOLARS | |||||||
| PO BOX 1985 | WINTER PARK | FL | 32790 | NONE | PC | TO EMPOWER WOMEN, HELP PROVIDE FINANCIAL AID, AND MENTORING YOUNG WOMEN FROM LOW INCOME BACKGROUNDS TO ATTEND COLLEGE AND EARN A DEGREE. | $100 |
| COMPASSION INTERNATIONAL INC | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | NONE | PC | TO SUPPORT RELEASING CHILDREN FROM POVERTY IN JESUS' NAME. | $516 |
| CMN DANCE MARATHON | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PC | TO HELP THE FIGHT AGAINST CHILDREN'S DISEASES AND CANCERS AND TO RAISE AWARENESS. | $1,605 |
| CHOICES WOMENS CLINIC INC | |||||||
| 1851 W COLONIAL DRIVE | ORLANDO | FL | 32827 | NONE | PC | GIVE WOMEN CONSIDERING ABORTION SOMEWHERE TO GO BEFORE THEY DECIDE | $607 |
| UNIVERSITY ATHLETIC ASSOCIATION INC | |||||||
| PO BOX 14485 | GAINESVILLE | FL | 32604 | NONE | PC | PROVIDE A CHAMPIONSHIP EXPERIENCE WITH INTEGRITY ON AND OFF THE FIELD FOR STUDENT-ATHLETES AND THE GATOR NATION | $99,334 |
| D PHILIPS CENTER FOR THE PERFORMING ARTS | |||||||
| 445 S MAGNOLIA AVE | ORLANDO | FL | 32801 | NONE | PC | TO BRING ALL KINDS OF PERFORMING ARTS TO PEOPLE FROM ALL WALKS OF LIFE, ALL AROUND THE WORLD. | $5,000 |
| HEALTHNET FOUNDATION INC | |||||||
| 3403 E RAYMOND STREET | INDIANAPOLIS | IN | 46203 | NONE | PC | PROVIDE ENDURING SUPPORT FOR HEALTHNET CENTERS AND PROGRAMS THROUGH FUNDING AND THECULTIVATION OF COMMUNITY FRIENDSHIPS, PARTNERS, AND DONORS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,462 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,368 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $208,875 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $223,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,243 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,260 | Amt |
| Net Investment Income | $2,130 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,130 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE SECURITIES | StockNm |
| EOY Book Value | $110,862 | EOYBookValueAmt |
| EOYFMV | $337,803 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND | Desc |
| Amt | $16 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $175 | Amt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $126 | Amt |
| Net Investment Income | $126 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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