U S FAMILY FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- U S FAMILY FOUNDATION INC (EIN 59-3412016)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202133099349301418
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T08:50:58-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591638720 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARDLOW & CASH PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 426 | AddressLine1Txt |
| City | CRYSTAL RIVER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593412016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U S FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | USFA | BusinessNameControlTxt |
| Phone | 3527268130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 PLEASANT GROVE ROAD | AddressLine1Txt |
| City | INVERNESS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 344525725 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J PAUL CASH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3527268130 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J | PersonFirstNm |
| Person Last | PAUL CASH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN PAUL CASH | PreparerPersonNm |
| PTIN | P00038765 | PTIN |
| Phone | 3527953212 | PhoneNum |
| Preparation | 2021-11-05 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN PAUL CASH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 PLEASANT GROVE ROAD | AddressLine1Txt |
| City | INVERNESS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 344525725 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,832,383 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE AND ADMINISTER ENDOWMENTS TO SUPPORT 501(C)(3) CHARITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,320,269 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,025,914 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,661 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,431 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$101,323 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,829,045 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,257,607 | PYTotalRevenueAmt |
| CY Total Revenue | $2,892,390 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,535,670 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $611,640 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,367 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $323,007 | PYOtherExpensesAmt |
| CY Other Expenses | $361,215 | CYOtherExpensesAmt |
| PY Total Expenses | $1,858,677 | PYTotalExpensesAmt |
| CY Total Expenses | $972,855 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $398,930 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,919,535 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,452,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,103,412 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,452,304 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,103,412 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CREATE AND ADMINISTER ENDOWMENTS TO SUPPORT 501(C)(3) CHARITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $740,275 | ExpenseAmt |
| Grant | $611,640 | GrantAmt |
| Desc | OVERSIGHT AND ADMINISTRATION OF 38 ENDOWMENTS BENEFITING OVER 130 DIFFERENT 501(C)(3) CHARITIES. MADE CONTRIBUTIONS TO QUALIFYING EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $740,275 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN PAUL CASH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3527953212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 W FORT ISLAND TRAIL SUITE 11C | AddressLine1Txt |
| City | CRYSTAL RIVER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JONATHAN PAUL CASH | ||||||
| PRESIDENT/EXECUTIVE DIR | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN THURMAN | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JEWEL LAMB | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| GERRY MULLIGAN | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| WANN VAN ROBINSON | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MARTIN | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CARSON BOMAR | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ROBERT C WARDLOW III | ||||||
| SECRETARY/TREAS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,025,914 | AllOtherContributionsAmt |
| Noncash Contributions | $190,600 | NoncashContributionsAmt |
| Total Contributions | $1,025,914 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND MANAGEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $37,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,431 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,431 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $434,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $434,244 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,334,794 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,939,993 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,394,801 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,394,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,394,801 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,892,390 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,866,476 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,640 | TotalAmt |
| Program Services | $611,640 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,848 | TotalAmt |
| Management And General | $216,848 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500 | TotalAmt |
| Management And General | $8,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,529 | TotalAmt |
| Program Services | $128,529 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,017 | TotalAmt |
| Fundraising | $3,017 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,192 | TotalAmt |
| Management And General | $3,192 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| SUPPLIES | $668 | $668 | ||
| TAXES & LICENSES | $355 | $5 | $350 | |
| BANK CHARGES | $106 | $106 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972,855 | TotalAmt |
| Program Services | $740,275 | ProgramServicesAmt |
| Management And General | $229,213 | ManagementAndGeneralAmt |
| Fundraising | $3,367 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,755 | BOYAmt |
| EOY | $972,565 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,620,611 | BOYAmt |
| EOY | $1,762,518 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,270,938 | BOYAmt |
| EOY | $24,368,329 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,452,304 | BOYAmt |
| EOY | $27,103,412 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,831,693 | BOYAmt |
| EOY | $25,340,894 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,620,611 | BOYAmt |
| EOY | $1,762,518 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,452,304 | BOYAmt |
| EOY | $27,103,412 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,452,304 | BOYAmt |
| EOY | $27,103,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,919,535 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,589,666 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $141,907 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $292,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,277,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,092,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,320,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,025,914 | CurrentTaxYearAmt |
| Total | $6,008,886 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $292,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,277,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,092,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,320,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,025,914 | CurrentTaxYearAmt |
| Total | $6,008,886 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $6,008,886 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $410,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,087,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,460,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$101,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,829,045 | CurrentTaxYearAmt |
| Total | $5,686,582 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,695,468 | TotalSupportAmt |
| Public Support CY170 | 0.51380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 38 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,025,914 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $611,640 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $27,103,412 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,482,056 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,589,666 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,589,666 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,892,390 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,892,390 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $0 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SACRED HEART SOUTHERN MISSIONS INC DBA SACRED HEART LEAGUE | |||||||
| 6050 HIGHWAY 161 NORTH | WALLS | MS | 38680 | 640358092 | 501(C)(3) | $7,123 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| TEAM | |||||||
| PO BOX 1986 | GRAPEVINE | TX | 760991986 | 362169146 | 501(C)(3) | $6,000 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| REEL RECOVERY | |||||||
| 160 BROOKSIDE ROAD | NEEDHAM | MA | 02492 | 912193394 | 501(C)(3) | $6,000 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| UNITED WAY OF CITRUS COUNTY INC | |||||||
| 1582 N MEADOWCREST BLVD | CRYSTAL RIVER | FL | 34429 | 592766815 | 501(C)(3) | $5,000 | FUND BUDGETS FOR COMMUNITY FOOD BANK OF CITRUS COUNTY AND CITRUS COUNTY BLESSINGS |
| SALVATION ARMY | |||||||
| PO BOX 1630 | LECANTO | FL | 34460 | 580660607 | 501(C)(3) | $6,571 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| PRECEPT MINISTRIES INTERNATIONAL | |||||||
| PO BOX 182218 | CHATTANOOGA | TN | 37422 | 620841438 | 501(C)(3) | $150,000 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | 520595110 | 501(C)(3) | $7,294 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| GOLD SHIELD FOUNDATION | |||||||
| PO BOX 271791 | TAMPA | FL | 33688 | 592236362 | 501(C)(3) | $6,423 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| UMPQUA VALLEY YOUTH FOR CHRIST | |||||||
| PO BOX 992 | ROSEBURG | OR | 97470 | 930791477 | 501(C)(3) | $6,000 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| CITRUS COUNTY HISTORICAL SOCIETY | |||||||
| 1 COURTHOUSE SQUARE | INVERNESS | FL | 34450 | 592326836 | 501(C)(3) | $11,788 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| US NAVY MEMORIAL FOUNDATION | |||||||
| 3651 MARS HILL RD SUITE 200B | WATKINSVILLE | GA | 30677 | 521104476 | 501(C)(3) | $11,201 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| SUBMARINE FORCE LIBRARY & MUSEUM ASSOCIATION | |||||||
| 1 CRYSTAL LAKE ROAD | GROTON | CT | 06340 | 237281074 | 501(C)(3) | $11,201 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| NAVY-MARINE CORPS RELIEF SOCIETY | |||||||
| 875 N RANDOLPH ST SUITE 225 | ARLINGTON | VA | 22203 | 530204618 | 501(C)(3) | $11,201 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| NATURE COAST EMERGENCY MEDICAL FOUNDATION INC | |||||||
| 3876 W COUNTRY HILL DR | LECANTO | FL | 34461 | 651021027 | 501(C)(3) | $8,717 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | 237327730 | 501(C)(3) | $11,201 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| HARVARD BUSINESS SCHOOL FUND | |||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | 042103580 | 501(C)(3) | $15,682 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| YMCA OF THE SUNCOAST | |||||||
| 2469 ENTERPRISE ROAD | CLEARWATER | FL | 33763 | 590810731 | 501(C)(3) | $8,663 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| SHERIFF'S YOUTH RANCH | |||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | 237303117 | 501(C)(3) | $13,485 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| KEY CENTER FOUNDATION INC | |||||||
| 5399 W GULF TO LAKE HIGHWAY | LECANTO | FL | 34461 | 593200079 | 501(C)(3) | $13,835 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| CITRUS COUNTY FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 1950 HIGHWAY 41 NORTH | INVERNESS | FL | 34450 | 440610626 | 501(C)(3) | $11,998 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| THE CARMELITE FATHERS INC | |||||||
| PO BOX 868 | MIDDLETOWN | NY | 10940 | 141457918 | 501(C)(3) | $7,122 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| PO BOX 100 | CHAMBERLAIN | SD | 57325 | 460235912 | 501(C)(3) | $7,124 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | 526065757 | 501(C)(3) | $5,942 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| HOSPICE OF CITRUS COUNTY | |||||||
| 8471 W PERIWINKLE LN SUITE B | HOMOSASSA | FL | 34446 | 592401197 | 501(C)(3) | $7,557 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ROBERT C WARDLOW III | |||
| BUSINESS | $107,826 | ROBERT C WARDLOW IS AN EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTS. CPA FIRM HAS COMPENSATION PROVIDED BY OVER 1,000 CLIENTS OTHER THAN THE FOUNDATION. FOUNDATION DOES NOT COMPENSATE ANY OF THE ABOVE INDIVIDUALLY. | 0 |
| JONATHAN PAUL CASH | |||
| BUSINESS | $107,825 | JONATHAN PAUL CASH IS AN EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTS. CPA FIRM HAS COMPENSATION PROVIDED BY OVER 1,000 CLIENTS OTHER THAN THE FOUNDATION. FOUNDATION DOES NOT COMPENSATE ANY OF THE ABOVE INDIVIDUALLY. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Method Of Determining Revenues | FMV ON CONTRIBUTION DATE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE PRESIDENT, EXECUTIVE DIRECTOR AND SECRETARY/TREASURER ALL WORK FOR THE SAME CPA FIRM WHICH PROVIDES ALL MANAGEMENT AND ACCOUNTING SERVICES TO THE FOUNDATION AT STANDARD RATES. SEE SCHEDULE L PART IV. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD PRIOR TO FILING. IF NECESSARY, ANY CHANGES TO FORM 990 ARE MADE PRIOR TO SUBMITTING THE RETURN. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAINTAINS COPIES OF THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS WELL AS COPIES OF FORM 990. ANY REQUEST FOR SUCH INFORMATION IS HONORED. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 141,907. |
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