FOR GIVING FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FOR GIVING FOUNDATION INC (EIN 59-3703693)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-08
- IRS object ID
- 202111899349100826
- Schema version
- 2020v4.1
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Mortgages And Notes Payable Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-08T15:12:38-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592239963 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A JONES CPA PA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 EAST MARKS STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593703693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOR GIVING FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORG | BusinessNameControlTxt |
| Phone | 4072344270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 SPRING LAKE DRIVE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD E BOSSERMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4072344270 | PhoneNum |
| Signature | 2021-07-08 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | BOSSERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A JONES CPA PA INC | PreparerPersonNm |
| PTIN | P00970831 | PTIN |
| Phone | 4074225840 | PhoneNum |
| Preparation | 2021-07-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $2,952,264 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,168,193 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,385 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $14,900 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $14,900 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$17,422 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $850,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,218,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,285 | 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 |
| Taxes Rev And Expnss | $6,369 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,369 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,904 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $16,904 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,666 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,666 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,383 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,322 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $494,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $494,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $527,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,322 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $494,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $691,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,934 | CashBOYAmt |
| Cash EOY | $1,934 | CashEOYAmt |
| Cash EOYFMV | $1,934 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $121,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,760,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,760,483 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| US Government Obligations BOY | $1,234,918 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $202,488 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $201,693 | USGovtObligationsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $904,050 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $261,846 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $659,108 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $642,204 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $988,154 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $110 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,017,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,607,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,952,264 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $913,630 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $913,630 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $913,630 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $913,630 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,104,175 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,693,479 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,104,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,693,479 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,017,805 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,607,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,104,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $691,515 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,795,690 | SubtotalAmt |
| Other Decreases | $102,211 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,693,479 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLESSCHWAB # 7598 VARIOUS BONDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-01-01 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $850,112 | GrossSalesPriceAmt |
| Cost Or Other Basis | $852,828 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,716 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,716 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,716 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $291 | 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 | $291 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | RICK BOSSERMAN | IndividualWithBooksNm |
| Phone | 4072344270 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 SPRING LAKE DRIVE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32804 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD E BOSSERMAN | ||||||||
| 1701 SPRING LAKE DRIVE | ORLANDO | FL | 32804 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NANCY H BOSSERMAN | ||||||||
| 1701 SPRING LAKE DRIVE | ORLANDO | FL | 32804 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SEAN CUDA | ||||||||
| 2056 SUE HARBOR COVE | ORLANDO | FL | 32803 | DIRECTOR | 0.00 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $636,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $943,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,829,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,829,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,787,108 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $291 | TotalTaxAmt |
| Distributable Before Adj | $139,064 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,064 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,064 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $494,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $494,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $494,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $456,699 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $39,728 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $496,427 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $494,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $355,861 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $852,288 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $852,288 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $456,699 | ExcessFromYear4Amt |
| Excess From Year1 | $39,728 | ExcessFromYear1Amt |
| Excess From Current Year | $355,861 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2001-04-23 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD E BOSSERMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRISTIAN SHARING CENTER | |||||||
| 600 N HWY 17-92 | LONGWOOD | FL | 32750 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $5,000 |
| FORGE | |||||||
| PO BOX 284 | WINTER PARK | FL | 32790 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $5,000 |
| BAYLOR UNIVERSITY | |||||||
| 1 BEAR PLACE 97026 | WACO | TX | 76798 | NONE | PUBLIC CHARITY | GENERAL FUNDINGGENERAL FUNDING | $1,000 |
| BOLLES SCHOOL | |||||||
| 7400 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $100 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $20,000 |
| CHOICES WOMAN'S CLINIC | |||||||
| 1851 W COLONIAL DRIVE | ORLANDO | FL | 32804 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $6,000 |
| CHRISTIAN FAMILY LIFE | |||||||
| PO BOX 641 | CORNELIUS | NC | 28031 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| CHRISTIAN LEADERS | |||||||
| P O BOX 3645 | BRENTWOOD | TN | 37024 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $6,000 |
| COALITION FOR THE HOMELESS | |||||||
| 639 WEST CENTRAL BLVD | ORLANDO | FL | 32801 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| CPYU | |||||||
| PO BOX 414 | ELIZABETHTOWN | PA | 17022 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| EDGEWATER HIGHSCHOOL | |||||||
| PO BOX 540226 | ORLANDO | FL | 32854 | NONE | PUBLIC SCHOOL | GENERAL FUNDING | $1,000 |
| FCA | |||||||
| 8701 LEED ROAD | KANSAS CITY | MO | 64129 | NONE | PUBLIC CHARITY | ANNUAL SUPPORT | $2,000 |
| FIRST LIBERTY INSTITUTE | |||||||
| 2001 WEST PLANO PKWY | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $2,000 |
| FLORIDA FAMILY COUNCIL | |||||||
| 48535 S ORANGE AVE C | ORLANDO | FL | 32806 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| FOUNDATION FOR FOSTER CHILDREN | |||||||
| 2265 LEE ROAD 203 | WINTER PARK | FL | 32789 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| GRACE MEDICAL HOME | |||||||
| 51 PENNSYLVANIA STREET | ORLANDO | FL | 32806 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $6,000 |
| HARBORHOUSE OF CENTRAL FLORIDA | |||||||
| PO BOX 680748 | ORLANDO | FL | 32868 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| HOUSE OF HOPE | |||||||
| PO BOX 560484 | ORLANDO | FL | 32856 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $7,000 |
| IDIGNITY | |||||||
| 424 EAST CENTRAL BLVD 199 | ORLANDO | FL | 32801 | NONE | PUBLIC CHARITY | GENERAL FUNDINGGENERAL FUNDINGGENERAL FUNDING | $15,000 |
| IMAGES ART | |||||||
| 214 S RIVERSIDE DRIVE | NEW SMYRNA BEACH | FL | 32168 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $500 |
| INTOUCH | |||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $11,000 |
| KEY LIFE | |||||||
| P O BOX 94500 | MAITLAND | FL | 32794 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $13,000 |
| LAKE HIGHLAND PREP SCHOOL | |||||||
| 901 N HIGHLAND AVENUE | ORLANDO | FL | 32803 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $11,000 |
| LIFEWORKS LEADERSHIP | |||||||
| 1220 E CONCORD STREET | ORLANDO | FL | 32803 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $32,000 |
| LOUIS PALAU ASSOCIATES | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $40,000 |
| MAN IN THE MIRROR | |||||||
| 1375 SR 436 | CASSELBERRY | FL | 32707 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| HIS PLACE MINISTRIES | |||||||
| PO BOX 034068 | INDIANALANTIC | FL | 32903 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| ORLANDO MUSEUM OF ART | |||||||
| 2416 N MILLS AVE | ORLANDO | FL | 32803 | NONE | PUBLIC CHARITY | GENERAL FUNDINGGENERAL FUNDING | $25,000 |
| MISSION EMANUEL | |||||||
| 1220 E CONCORD STREET | ORLANDO | FL | 32803 | NONE | PUBLIC CHARITY | MISSIONSGENERAL FUNDINGMISSIONS AND SUPPORT;LISTTOTAL 1700;LISTTOTAL 5500 | $61,000 |
| ORLANDO HEALTH FOUNDATION | |||||||
| 3160 SOUTHGATE COMMERCE BLVD | ORLANDO | FL | 32808 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 |
| ORLANDO RESCUE MISSION | |||||||
| PO BOX 2791 | ORLANDO | FL | 32802 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $40,000 |
| SALVATION ARMY | |||||||
| PO BOX 607866 | ORLANDO | FL | 32860 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| SAMRATAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA | |||||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $21,000 |
| SOUTHWEST BIBLE CHURCH | |||||||
| 14605 SW WEIR ROAD | BEAVERTON | OR | 97007 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| STATE FAIR OF TEXAS | |||||||
| PO BOX 150009 | DALLAS | TX | 75315 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $3,000 |
| THE INHERITANCE HOUSE | |||||||
| 1220 E CONCORD STREET | ORLANDO | FL | 32803 | NONE | PUBLIC CHARITY | GENERAL FUNDINGGENERAL FUNDING | $12,325 |
| TOLSON MINISTRIES | |||||||
| 3419 WESTMINISTER AVE 293 | DALLAS | TX | 75205 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 |
| UNITED AGAINST POVERTY | |||||||
| 150 WEST MICHIGAN STREET | ORLANDO | FL | 32806 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $35,000 |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | ALUMNI | PUBLIC CHARITY | GENERAL FUNDING | $1,000 |
| YOUNG LIFE | |||||||
| 1220 EAST CONCORD ST | ORLANDO | FL | 32803 | NONE | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 |
| THE RUSSELL HOME | |||||||
| 510 HOLDEN AVE | ORLANDO | FL | 32839 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $494,925 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $38,385 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$17,422 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $14,900 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,716 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $20,963 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,184 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,147 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE INVESTMENTS IN CASH AND BOND, BONDS MATURE AND PROCEEDS RENVESTED. |
| 5A | THE BUILDING IS NEEDED FOR RELIGOUS PURPOSES, MEETINGS ETC |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD E BOSSERMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 SPRING LAKE DRIVE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,168,193 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| BUILDING 1216-1220 E. CONCORD | 2005-06-23 | $659,245 | $244,942 | SL | 39.000000000000 | $16,904 | $16,904 | |
| LAND 1216-1220 E CONCORD | 2005-06-23 | $244,805 | $0 | $0 | 0.000000000000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $202,488 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $201,693 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING 1216-1220 E. CONCORD | $659,245 | $261,846 | $397,399 |
| LAND 1216-1220 E CONCORD | $244,805 | $0 | $244,805 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $913,630 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD E BOSSERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | DIRECTOR | InsiderRelationshipTxt |
| Loan Original | $913,630 | LoanOriginalAmt |
| Balance Due | $913,630 | BalanceDueAmt |
| Note | 2005-06 | NoteDt |
| Repayment Terms | DEMAND | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | REAL ESTATE MORTGAGE CONCORD | SecurityProvidedBorrowerTxt |
| Loan Purpose | PURCHASE CONCORD PROPERTY | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECT PRIOR YEAR | Desc |
| Amt | $102,211 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAINTENANCE | Desc |
| Revenue And Expenses Per Books | $5,383 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,383 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD E BOSSERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 SPRING LAKE DRIVE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32804 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $6,369 | Amt |
| Net Investment Income | $6,369 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments