WAYNE M DENSCH CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE M DENSCH CHARITABLE TRUST (EIN 59-7033503)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-11
- IRS object ID
- 202512239349101101
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-11T14:31:11-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590548468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURVIS GRAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 507 N NEW YORK AVE 200 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 597033503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE M DENSCH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 4078966911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 EAST MARKS STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD E WILLIAMS JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4078966911 | PhoneNum |
| Signature | 2025-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LEE CPA | PreparerPersonNm |
| PTIN | P00283801 | PTIN |
| Phone | 3215944112 | PhoneNum |
| Preparation | 2025-06-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,487,464 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $200,521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $200,521 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $637,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $953,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,956,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $953,278 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,050 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,050 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,805,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,805,448 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Accounting Fees Rev And Expnss | $8,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $229,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,615 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,087 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $245,626 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $245,626 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,365 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $526,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $408,666 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $891,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $891,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,417,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,300,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $387,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,713,746 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,784 | CashBOYAmt |
| Cash EOY | $37,311 | CashEOYAmt |
| Cash EOYFMV | $37,311 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $743,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,380,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,380,974 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,314,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,068,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,069,179 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $28,159,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,487,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,487,464 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,965,979 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,965,979 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,193,069 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,521,161 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,159,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,487,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,159,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,487,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,159,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $387,695 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,546,743 | SubtotalAmt |
| Other Decreases | $59,603 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,487,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO ST COVERED | P | $535,039 | $515,474 | $19,565 | $19,565 |
| WELLS FARGO LTCG COVERED | P | $2,262,881 | $1,779,461 | $483,420 | $483,420 |
| WELLS FARGO LTCG 28% | P | $2,128 | $1,537 | $591 | $591 |
| WELLS FARGO CG DISTRIBS | P | $169,690 | $169,690 | $169,690 | |
| MERRILL LYNCH STCG COVERED | P | $2,134,960 | $2,049,191 | $85,769 | $85,769 |
| MERRILL LYNCH STCG NONCOVERED | P | $42 | $0 | $0 | |
| MERRILL LYNCH LTCG COVERED | P | $1,834,277 | $1,627,270 | $207,007 | $207,007 |
| MERRILL LYNCH LTCG 28% | P | $8,462 | $4,435 | $4,027 | $4,027 |
| MERRILL LYNCH CG DISTRIBS | P | $1,702 | $1,702 | $1,702 | |
| KIMCO REALTY CORP | P | $23 | $23 | $23 | |
| STEPSTONE #3125 | P | $4,904 | $4,904 | $4,904 | |
| STEPSTONE #1623 | P | $2,446 | $2,446 | $2,446 | |
| ACL ALTERNATIVE FUND SAC LIMITED STCG | P | $9,898 | -$9,898 | -$9,898 | |
| ACL ALTERNATIVE FUND SAC LIMITED LTCG | P | $15,968 | -$15,968 | -$15,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $953,278 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $95,436 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,821 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,821 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,821 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $202 | EsPenaltyAmt |
| Tax Due | $2,823 | 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 | 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 | LEONARD E WILLIAMS JR | IndividualWithBooksNm |
| Phone | 4078966911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 EAST MARKS STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD E WILLIAMS JR | ||||||||
| 1603 EAST MARKS STREET | ORLANDO | FL | 32803 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN A WILLIAMS | ||||||||
| 1603 EAST MARKS STREET | ORLANDO | FL | 32803 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL WILLIAMS | ||||||||
| 1603 E MARKS STREET | ORLANDO | FL | 32803 | TRUSTEE | 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 |
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 | $28,976,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,296,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,273,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,273,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $454,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,818,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,490,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,490,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,821 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,821 | TotalTaxAmt |
| Distributable Before Adj | $1,467,125 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,467,125 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,467,125 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,300,106 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,300,106 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,467,125 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,551 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $90,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,769 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $186,229 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $336,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,300,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,300,106 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $167,019 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $167,019 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $169,512 | 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 | $169,512 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $169,512 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEONARD E WILLIAMS JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 EAST MARKS STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4078966911 | RecipientPhoneNum |
| Recipient Email Address | WAYNEDENSCHCHARITY@ATT.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMISSIONS SHOULD INCLUDE ORGANIZATIONAL & BOARD PROFILES, FINANCIAL STATEMENTS, & DETAIL OF PROGRAM REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROGRAM REQUESTS MUST ASSIST DISADVANTAGED PERSONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF ORLANDO | |||||||
| PO BOX 547683 | ORLANDO | FL | 32804 | N/A | PC | SCHOLARSHIPS | $50,000 |
| BOY SCOUTS OF AMERICA CENTRAL FL COUNCIL | |||||||
| 1951 SOUTH ORANGE BLOSSOM | APOPKA | FL | 32703 | N/A | PC | GENERAL OPERATING EXPENSE | $60,000 |
| CENTRAL FLORIDA YMCA | |||||||
| 433 N MILLS AVE | ORLANDO | FL | 32803 | N/A | PC | GENERAL OPERATING EXPENSE | $200,000 |
| CENTRAL FLORIDA ZOO & BOTANICAL GAR | |||||||
| PO BOX 470309 | LAKE MONROE | FL | 327470309 | N/A | PC | FREE ADMISSIONS/ DISTANCE LEARNING | $43,940 |
| CHANCE 2 DANCE INC | |||||||
| PO BOX 162723 | ALTAMONTE SPRINGS | FL | 32716 | N/A | PC | GENERAL OPERATING EXPENSE | $45,000 |
| DARRELL ARMSTRONG FOUNDATION | |||||||
| PO BOX 608833 | ORLANDO | FL | 32869 | N/A | PC | GENERAL OPERATING EXPENSE | $25,000 |
| FOUNDATION FOR SEMINOLE STATE COLLE | |||||||
| 1055 AAA DRIVE | HEATHROW | FL | 32746 | N/A | PC | GALA BEVERAGES/ STAFF & PROGRAMMING | $6,000 |
| KIDS HOUSE OF SEMINOLE | |||||||
| 5467 N RONALD REAGAN BLVD | SANFORD | FL | 32773 | N/A | PC | GENERAL OPERATING EXPENSE | $3,000 |
| SEMINOLE SOCCER CLUB INC | |||||||
| 1900 SEMINOLE SOCCER LOOP | SANFORD | FL | 327719700 | N/A | PC | FIELD LIGHTING PROJECT | $135,000 |
| SUPPORT OUR SCHOLARS | |||||||
| PO BOX 1985 | WINTER PARK | FL | 32790 | N/A | PC | GENERAL OPERATING EXPENSE | $50,000 |
| UNIVERSITY OF CENTRAL FLORIDA FOUND | |||||||
| 12424 RESEARCH PARKWAY | ORLANDO | FL | 32826 | N/A | PC | GENERAL OPERATING EXPENSE | $250,000 |
| BAHIA SHRINE PROJECT | |||||||
| P O BOX 180864 | CASSELBERRY | FL | 32718 | N/A | PC | GENERAL OPERATING EXPENSE | $1,000 |
| FOUNDATION FOR SEMINOLE CO PUBLIC SCHOOLS | |||||||
| 400 E LAKE MARY BLVD | SANFORD | FL | 32773 | N/A | PC | SCHOLARSHIPS | $15,000 |
| ST JOHNS RIVER FESTIVAL OF THE ARTS | |||||||
| P O BOX 223 | SANFORD | FL | 327720223 | N/A | PC | GENERAL OPERATING EXPENSE | $5,000 |
| STRENGTHEN ORLANDO INC | |||||||
| 400 S ORANGE AVE 4TH FLOOR | ORLANDO | FL | 32801 | N/A | PC | GENERAL OPERATING EXPENSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $891,440 | 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 | $200,521 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $637,599 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $953,278 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,805,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,805,448 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE DENSCH DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(2) | OrganizationTypeDesc |
| Relationship Description | STOCK IS OWNED BY WAYNE DENSCH CHARITABLE TRUST AND COMMON BOARD | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,675 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK IN WAYNE DENSCH DEVELOPMENT | $7,273,313 | $4,909,777 |
| CORPORATE STOCK INVESTMENTS | $19,795,542 | $24,159,402 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK INVESTMENT VALUE ADJUSTMENT | Desc |
| Amt | $59,603 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $4,175 | $0 | $0 | $4,175 |
| LICENSES | $139 | $0 | $0 | $139 |
| OFFICE SUPPLIES & EXPENSE | $51 | $0 | $0 | $51 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROSE GROVE OFFSHORE I LTD. | $11,583 | $11,583 | $0 |
| TIG ARBITRAGE ENHANCED LTD. | $2,467 | $2,467 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $79,615 | $79,615 | $0 | $0 |
| TRUSTEE FEE | $150,000 | $0 | $0 | $150,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WITHHELD FOREIGN TAXES | $12,087 | $12,087 | $0 | $0 |
| EXCISE TAXES | $25,945 | $0 | $0 | $0 |
Comments