HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC (EIN 59-3010451)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-14
- IRS object ID
- 202221049349100007
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-14T08:07:15-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 500 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593010451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANS AND CAY JACOBSEN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANS | BusinessNameControlTxt |
| Phone | 4078106672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2149 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32790 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA W BORCHECK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4078106672 | PhoneNum |
| Signature | 2022-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERESA | PersonFirstNm |
| Person Last | BORCHECK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2022-04-13 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,016,648 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $137 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $137 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $247,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,513,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $247,091 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $344,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,204 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,208 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,552 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,734 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,733 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $240 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $240 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $306,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $306,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $360,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $292,502 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $388,664 | CashBOYAmt |
| Cash EOY | $285,957 | CashEOYAmt |
| Cash EOYFMV | $285,957 | CashEOYFMVAmt |
| US Government Obligations BOY | $450,599 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $99,938 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $101,055 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,656,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,709,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,261,275 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,135 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $921,768 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,356,768 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,368,361 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,517,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,452,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,016,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,517,628 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,452,345 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,517,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,452,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,517,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,452,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,517,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,283 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,452,345 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,452,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,484,371 | $1,265,968 | $218,403 | $218,403 |
| CAPITAL GAINS DIVIDENDS | P | $28,688 | $28,688 | $28,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $247,091 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,066 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,066 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $556 | 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 | $556 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $3,521 | 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 | CAPITAL CITY TRUST COMPANY | IndividualWithBooksNm |
| Phone | 8668209671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1549 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32302 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| TERESA W BORCHECK | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | PRESIDENT | 12.00 | $20,000 | $0 | $0 |
| W THOMAS BROOKS | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | VICE PRESIDENT | 8.00 | $8,000 | $0 | $0 |
| BRIAN BROOKS | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | TREASURER | 8.00 | $8,000 | $0 | $0 |
| SHANNON MCLIN | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | SECRETARY | 3.00 | $8,000 | $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 | $5,310,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $267,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,577,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,577,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,494,158 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $274,708 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $274,708 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,066 | TotalTaxAmt |
| Distributable Before Adj | $270,642 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $270,642 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $270,642 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $360,285 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $360,285 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $360,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,642 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $302,287 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,914 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $243,011 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $663,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $360,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $270,642 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,643 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $753,055 | 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 | $29,200 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $723,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $302,287 | ExcessFromYear4Amt |
| Excess From Year3 | $88,914 | ExcessFromYear3Amt |
| Excess From Year1 | $243,011 | ExcessFromYear1Amt |
| Excess From Current Year | $89,643 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TERESA W BORCHECK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2149 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4078106672 | RecipientPhoneNum |
| Recipient Email Address | INFO@HCJF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT THE FOUNDATION DIRECTLY OR VISIT THE FOUNDATION'S WEBSITE AT WWW.HJCF.ORG FOR INFORMATION REGARDING FORM AND CONTENT OF APPLICATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS ARE TO BE RECEIVED BY APRIL 15 AND NOVEMBER 1 FOR CONSIDERATION AT THE SEMIANNUAL MEETINGS | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GENERALLY RESTRICTED TO PROGRAMS WHICH ASSIST CHILDREN AND YOUNG ADULTS IN THE AREAS OF HEALTH, EDUCATION, CULTURE, RECREATION, AND ANY OTHER PROGRAMS THAT WILL ADD TO THE BETTERMENT OF THEIR LIFE AND THEIR PARTICIPATION AS GOOD CITIZENS. GRANTS ARE GENERALLY RESTRICTED TO PROGRAMS CONDUCTED IN LAKE AND/OR SUMTER COUNTY FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP BOGGY CREEK | |||||||
| 30500 BRANTLEY BRANCH RD | EUSTIS | FL | 32736 | N/A | PC | CAMPERSHIPS FOR LAKE & SUMTER STUDENTS | $20,000 |
| CHRISTIAN CARE CENTER | |||||||
| 115 N 13TH ST | LEESBURG | FL | 34748 | N/A | PC | CORONAVIRUS RELIEF FOOD PROGRAMS | $20,000 |
| CHRISTIAN CARE CENTER | |||||||
| 115 N 13TH ST | LEESBURG | FL | 34748 | N/A | PC | CORONAVIRUS RELIEF FOOD PROGRAMS | $20,000 |
| CHRISTIAN HOME AND BIBLE SCHOOL (MOUNT DORA CHRISTIAN ACADEMY) | |||||||
| 301 W 13TH AVENUE | MOUNT DORA | FL | 32757 | N/A | PC | 2/2 OF COMMITMENT FOR SINGLE PARENT MINISTRY REHAB OF LIVING QUARTERS | $10,000 |
| CHRISTIAN HOME AND BIBLE SCHOOL INC | |||||||
| 301 W 13TH AVENUE | MOUNT DORA | FL | 32757 | N/A | PC | FUNDING SINGLE PARENT MINISTRY | $20,000 |
| EASTER SEALS CAMP CHALLENGE | |||||||
| 2010 CROSBY WAY | WINTER PARK | FL | 32792 | N/A | PC | TO FUND SCHOLARSHIPS FOR CHILDREN WITH DISABILITIES TO ATTEND SESSIONS AT CAMP CHALLENGE | $25,000 |
| EDUCATIONAL FOUNDATION OF LAKE COUNTY | |||||||
| 2045 PRUITT STREET | LEESBURG | FL | 34748 | N/A | PC | MOBILE HOT SPOT SUPPORT FUNDS FOR MOBILE LEARNING | $10,000 |
| LAKE CARES FOOD PANTRY | |||||||
| 2001 WEST OLD HIGHWAY 441 SUITE 1 | MOUNT DORA | FL | 32757 | N/A | PC | LAKE COUNTY FOOD BANK SERVICES | $20,000 |
| LAKE CARES INC | |||||||
| 2001 WEST OLD HIGHWAY 441 SUITE 1 | MOUNT DORA | FL | 32757 | N/A | PC | CORONAVIRUS RELIEF FOOD PROGRAMS | $20,000 |
| LAKE COMMUNITY ACTION AGENCY | |||||||
| 501 N BAY ST | EUSTIS | FL | 32726 | N/A | PC | LAKE COUNTY CHILDREN'S PROGRAM | $25,000 |
| LAKE SUMTER CHILDREN'S ADVOCACY CENTER | |||||||
| 300 S CANAL STREET | LEESBURG | FL | 34748 | N/A | PC | CASE MANAGER/FAMILY ADVOCATE | $25,000 |
| LAKE SUMTER STATE COLLEGE | |||||||
| 9501 US HWY 441 | LEESBURG | FL | 34788 | N/A | GOV | NURSING PROGRAM FUNDING | $20,000 |
| RODEHEAVER FOUNDATION | |||||||
| PO BOX 5 | PALATKA | FL | 32178 | N/A | PC | TUTORING PROGRAM FOR RESIDENTS | $15,000 |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DR | TALLAHASSEE | FL | 32304 | N/A | PC | SPONSOR LAKE & SUMTER STUDENTS IN SSF HOUSING ON FLORIDA COLLEGE CAMPUS | $6,000 |
| SUMTER YOUTH CENTER | |||||||
| PO BOX 2092 | BUSHNELL | FL | 33513 | N/A | PC | HOMEWORK/TUTORIAL SUMMER READING PROGRAM | $30,000 |
| SUMTER YOUTH CENTER | |||||||
| PO BOX 2092 | BUSHNELL | FL | 33513 | N/A | PC | CORONAVIRUS RELIEF FOOD PROGRAM | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $306,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE SUMTER STATE COLLEGE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9501 US HWY 441 | AddressLine1Txt |
| City | LEESBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | GOV | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | NURSING PROGRAM FUNDING | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,976 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $247,091 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $342,204 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,204 | 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 | $17,760 | Amt |
| Net Investment Income | $14,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,552 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLA A | $63,652 | $200,332 |
| AMAZON COM INC | $49,759 | $225,615 |
| AMERICAN ELEC PWR INC | $16,359 | $37,410 |
| APPLE INC | $27,779 | $247,226 |
| ARTISTA NETWORKS INC | $55,837 | $67,197 |
| AT&T INC | $18,035 | $18,688 |
| BERKSHIRE HATHAWAY INC CLASS B NEW | $35,730 | $80,464 |
| BLACKROCK INC | $37,723 | $105,245 |
| BROADCOM INC COM | $53,473 | $119,972 |
| CHEVRON CORPORATION | $35,124 | $43,073 |
| COLGATE PALMOLIVE CO COM | $40,633 | $75,402 |
| CVS HEALTH CORP | $18,772 | $46,591 |
| DANAHER CORP DEL COM | $34,094 | $133,961 |
| EXXON MOBIL CORP | $45,441 | $36,773 |
| FISERV INC COM | $13,041 | $116,122 |
| GENERAL DYNAMICS CORP COM | $17,856 | $57,923 |
| JOHNSON & JOHNSON | $35,841 | $94,780 |
| JP MORGAN CHASE & CO | $73,709 | $79,656 |
| LABORATORY CORP AMER HLDGS | $27,204 | $90,578 |
| LYONDELLBASEL INDUSTRIES NV | $33,049 | $42,233 |
| MARATHON PETE CORP COM | $35,704 | $35,350 |
| MICROSOFT CORP | $22,383 | $216,972 |
| NEXTERA ENERGY INC | $12,412 | $67,362 |
| ORACLE CORP COMMON | $23,379 | $66,142 |
| PRICE T ROWE GROUP INC COM | $32,724 | $91,465 |
| PROCTOR & GAMBLE CO COM | $43,642 | $93,047 |
| PUBLIC SERVICE ENTERPRISE GROUP COM | $22,359 | $40,999 |
| RAYTHEON TECHNOLOGIES CORP | $12,223 | $25,726 |
| ROPER TECHNOLOGIES INC | $12,893 | $81,002 |
| TARGET CORP | $19,254 | $86,230 |
| THERMO FISHER SCIENTIFIC INC COM | $14,088 | $134,747 |
| TRAVELERS COS INC | $22,577 | $73,462 |
| UNION PAC CORP | $18,000 | $94,387 |
| UNITEDHEALTH GROUP INC | $55,012 | $74,146 |
| US BANCORP DEL COM NEW | $37,575 | $82,296 |
| VANGUARD GROWTH INDEX ADMIRAL | $71,880 | $121,036 |
| VANGUARD INSTL INDEX FUND | $36,575 | $49,650 |
| VANGUARD SMALL-CAP INDEX FUND | $173,837 | $348,206 |
| VANGUARD TOTAL INTL STOCK INDEX | $157,953 | $188,869 |
| VERIZON COMMUNICATIONS | $50,223 | $67,393 |
| VF CORPORATION | $25,522 | $70,154 |
| VISA INC | $51,759 | $165,929 |
| WALMART INC COM | $24,597 | $67,464 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $99,938 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $101,055 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE & COX INCOME FUND | AT COST | $1,052,569 | $1,051,714 |
| FEDERATED ULTRASHORT INSTL BOND FUND | AT COST | $181,884 | $183,806 |
| VANGUARD S/T INFLATION PROTECTED INDEX FUND | AT COST | $122,315 | $132,841 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $254 | $254 | $0 |
| MEMBERSHIP | $765 | $765 | $0 |
| INSURANCE | $1,281 | $1,281 | $0 |
| WEBSITE | $1,366 | $1,366 | $0 |
| OFFICE EXPENSES | $854 | $854 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $37,467 | Amt |
| Net Investment Income | $18,734 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,733 | DisbursementsCharitablePrpsAmt |
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