FLORIDA LIONS FOUNDATION FOR THE BLIND INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA LIONS FOUNDATION FOR THE BLIND INC (EIN 59-1052971)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2022-03-14
- IRS object ID
- 202200739349100225
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-14T13:57:03-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204989621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDEJA DE ARMAS & TRUJILLO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 ALHAMBRA CIR STE 560 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331347417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591052971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA LIONS FOUNDATION FOR THE BLIND | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 7276884350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 5TH STREET NW | AddressLine1Txt |
| City | LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA MCHENRY | PersonNm |
| Person Title | EXECUTIVE SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7276884350 | PhoneNum |
| Signature | 2022-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANITA | PersonFirstNm |
| Person Last | MCHENRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCTAVIO R VERDEJA | PreparerPersonNm |
| PTIN | P00678119 | PTIN |
| Phone | 3054463177 | PhoneNum |
| Preparation | 2022-03-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,783,694 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $124,259 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $245,744 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $245,744 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $245,744 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $628,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,393,630 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $628,060 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $433,145 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $111,598 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100,146 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $111,598 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,109,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $973,950 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $790,487 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,600 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,078 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,078 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,627 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,627 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,456 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,456 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $635,475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $39,296 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $596,179 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $667,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,078 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $39,296 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $614,862 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $682,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,078 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $39,296 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $629,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $427,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $960,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $751,191 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,137 | CashBOYAmt |
| Cash EOY | $170,640 | CashEOYAmt |
| Cash EOYFMV | $170,640 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,143,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,525,224 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,525,224 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,469,345 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,371,577 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,371,577 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $775,739 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $842,857 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $842,857 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,836,247 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,873,396 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,873,396 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,263,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,783,694 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,783,694 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,960,139 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,963,146 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,292,112 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,809,048 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,252,251 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,772,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,263,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,783,694 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,252,251 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $427,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,092,518 | OtherIncreasesAmt |
| Subtotal | $16,772,194 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,772,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ENDOWMENT | 2021-04-30 | $4,587,283 | $4,159,773 | $427,510 | $427,510 |
| ENDOWMENT | 2021-04-30 | $4,135,331 | $3,974,397 | $160,934 | $160,934 |
| KEERL | 2021-04-30 | $57,332 | $50,000 | $7,332 | $7,332 |
| KEERL | 2021-04-30 | $574,798 | $540,036 | $34,762 | $34,762 |
| CAMPERS | 2021-04-30 | $33,502 | $35,199 | -$1,697 | -$1,697 |
| CAMPERS | 2021-04-30 | $5,384 | $6,165 | -$781 | -$781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $628,060 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $433,145 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,356 | 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 | $169 | EsPenaltyAmt |
| Tax Due | $13,525 | 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 | 0 | 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 | Yes (1) | 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 | FLORIDALIONSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ANITA MCHENRY | IndividualWithBooksNm |
| Phone | 7276884350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 5TH STREET NW | AddressLine1Txt |
| City | LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33770 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| ANITA MCHENRY | ||||||||
| 256 5TH STREET NW | LARGO | FL | 33770 | EXECUTIVE SECRETARY TREASU | 40.00 | $0 | $0 | $0 |
| LUIS OLARTE | ||||||||
| 256 5TH STREET NW | LARGO | FL | 33770 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DIANE MELNICK | ||||||||
| 256 5TH STREET NW | LARGO | FL | 33770 | 1ST VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KENNETH ENGSTROM | ||||||||
| 256 5TH STREET NW | LARGO | FL | 33770 | 2ND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| VIVIAN HENEGAR | ||||||||
| 256 5TH STREET NW | LARGO | FL | 33770 | RECORDING SECRETARY | 1.00 | $0 | $0 | $0 |
| MARY PEZZO | ||||||||
| 256 5TH STREET NW | LARGO | FL | 33770 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| A GEOFFERY WADE | ||||||||
| 256 5TH STREET NW | LARGO | FL | 33770 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROGER MESSER | ||||||||
| 256 5TH STREET NW | LARGO | FL | 33770 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NORMA CALLAHAN | ||||||||
| 256 5TH STREET NW | LARGO | FL | 33770 | DIRECTOR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDED FOR 200 EYE SURGERIES FOR INDIVIDUALS WHO DID NOT HAVE HEALTH INSURANCE OR OTHER MEANS OF PAYING FOR SUCH SURGERIES. | Description1Txt |
| Expenses1 | $593,659 | Expenses1Amt |
| Description2 | THE FOUNDATION PROVIDED GRANTS TO ONE ORGANIZATION THAT PROVIDE SERVICES AND ASSISTANCE TO THE VISUALLY HANDICAPPED AS DETAILED ON PART XV. | Description2Txt |
| Expenses2 | $15,000 | Expenses2Amt |
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 | $592,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $594,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $594,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $585,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $629,862 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $629,862 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $629,862 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,270 | CurrentYearAmt |
| Year1 | $323,049 | Year1Amt |
| Year2 | $473,558 | Year2Amt |
| Year3 | $339,291 | Year3Amt |
| Total | $1,165,168 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,880 | CurrentYearAmt |
| Year1 | $274,592 | Year1Amt |
| Year2 | $402,524 | Year2Amt |
| Year3 | $288,397 | Year3Amt |
| Total | $990,393 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $629,862 | CurrentYearAmt |
| Year1 | $876,445 | Year1Amt |
| Year2 | $509,153 | Year2Amt |
| Year3 | $494,541 | Year3Amt |
| Total | $2,510,001 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $629,862 | CurrentYearAmt |
| Year1 | $876,445 | Year1Amt |
| Year2 | $509,153 | Year2Amt |
| Year3 | $494,541 | Year3Amt |
| Total | $2,510,001 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,513 | CurrentYearAmt |
| Year1 | $462,112 | Year1Amt |
| Year2 | $455,055 | Year2Amt |
| Year3 | $226,194 | Year3Amt |
| Total | $1,162,874 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $156,846 | Year3Amt |
| Total | $156,846 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOSE C SANCHEZ LIONS EYE CLINIC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 N ROOSEVELT BLVD | AddressLine1Txt |
| City | KEY WEST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | EYE CARE CLINIC | GrantOrContributionPurposeTxt |
| Amt | $15,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $628,060 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MORTGAGE INTEREST | 14 | $100,146 | |
| OTHER INCOME | $11,452 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $973,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,452 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $985,402 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (9 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 12 | THE FLORIDA LIONS FOUNDATION FOR THE BLIND, INC. RECEIVES DONATIONS |
| 12 | FROM THE PUBLIC, PRIMARILY THROUGH LIONS CLUBS THAT SERVE THEIR |
| 12 | RESPECTIVE COMMUNITIES IN THE STATE OF FLORIDA, AS WELL AS FROM |
| 12 | OCCASSIONAL BEQUETHS FROM INDIVIDUAL ESTATES. |
| 12 | THESE FUNDS ARE USED TO FUND EYE SURGERIES TO RESIDENTS OF THE STATE |
| 12 | OF FLORIDA WHO DO NOT HAVE HEALTH INSURANCE OR OTHER MEANS OF PAYING |
| 12 | FOR SUCH SURGERIES. THE FOUNDATION ALSO PROVIDES GRANTS TO CHARITABLE |
| 12 | ORGANIZATIONS THAT PROVIDE SERVICES AND ASSISTANCE TO THE VISUALLY |
| 12 | HANDICAPPED. |
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 | CategoryTxt |
| Amt | $13,078 | Amt |
| Net Investment Income | $13,078 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FLF ENDOWMENT FUND - CORPORATE BONDS | BondNm |
| EOY Book Value | $4,371,577 | EOYBookValueAmt |
| EOYFMV | $4,371,577 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FLF ENDOWMENT FUND - EQUITIES | StockNm |
| EOY Book Value | $9,525,224 | EOYBookValueAmt |
| EOYFMV | $9,525,224 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FLF ENDOWMENT FUND - ALTERNATIVES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,873,396 | BookValueAmt |
| EOYFMV | $1,873,396 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AWARDS | $1,601 | $0 | $1,601 | $0 |
| FINANCE CHARGES | $113 | $0 | $113 | $0 |
| EYE SURGERIES CASES | $593,659 | $0 | $0 | $593,659 |
| ADMINISTRATIVE EXPENSES | $30,000 | $0 | $30,000 | $0 |
| CAMPERSHIP PROGRAM | $2,520 | $0 | $0 | $2,520 |
| INTERNET | $1,136 | $0 | $1,136 | $0 |
| LICENSES AND PERMITS | $384 | $0 | $384 | $0 |
| OFFICE SUPPLIES | $525 | $0 | $525 | $0 |
| POSTAGE | $909 | $0 | $909 | $0 |
| ADMINISTRATION FEES TO FLF | $3,000 | $0 | $3,000 | $0 |
| INSURANCE | $348 | $0 | $348 | $0 |
| PUBLIC RELATIONS | $1,280 | $0 | $1,280 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORTGAGE INTEREST | $100,146 | $100,146 | $100,146 |
| OTHER INCOME | $11,452 | $11,452 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $2,092,518 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $8,627 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,627 | DisbursementsCharitablePrpsAmt |
Comments