FLORIDA LIONS FOUNDATION FOR THE BLIND INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA LIONS FOUNDATION FOR THE BLIND INC (EIN 59-1052971)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-03-03
- IRS object ID
- 202140629349100004
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-03T09:13:12-06:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204989621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDEJA DE ARMAS & TRUJILLO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 ALHAMBRA CIR STE 560 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331347417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591052971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA LIONS FOUNDATION FOR THE BLIND | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 3057332553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 5TH STREET NW | AddressLine1Txt |
| City | LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA MCHENRY | PersonNm |
| Person Title | EXECUTIVE SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3057332553 | PhoneNum |
| Signature | 2021-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCTAVIO R VERDEJA | PreparerPersonNm |
| PTIN | P00678119 | PTIN |
| Phone | 3054463177 | PhoneNum |
| Preparation | 2021-03-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,263,751 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $146,946 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $313,470 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $313,470 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $313,470 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$159,279 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,897,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,117 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $82,906 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73,852 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $82,906 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $384,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $387,322 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $405,493 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,177 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,177 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,489 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,489 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,183 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,183 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,285 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,285 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $886 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $886 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $905,358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $82,444 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $822,914 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $939,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $82,444 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $843,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $972,378 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $82,444 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $876,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$588,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $373,833 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $323,049 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,018 | CashBOYAmt |
| Cash EOY | $39,137 | CashEOYAmt |
| Cash EOYFMV | $39,137 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $368,603 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl BOY | $78,315 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $4,161,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,143,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,143,283 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,307,782 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,469,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,469,345 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $866,996 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $775,739 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $775,739 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,103,187 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,836,247 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,836,247 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,964,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,263,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,263,751 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,312 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $10,312 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,954,292 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,960,139 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $2,292,112 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,954,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,252,251 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,964,604 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,263,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,954,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$588,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $886,294 | OtherIncreasesAmt |
| Subtotal | $14,252,251 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,252,251 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (73 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| AGILITY MULTI-ASSET INCOME FUND | P | 2020-02-11 | $97,819 | $100,000 | -$2,181 | -$2,181 | |
| BNYM INTL BND-I | P | 2020-04-28 | $53,359 | $60,000 | -$6,641 | -$6,641 | 2016-07-14 |
| COHEN & STEERS PR SEC&INC | P | 2020-03-20 | $39,781 | $50,000 | -$10,219 | -$10,219 | 2017-02-23 |
| EMERSON ELECTRIC CO | P | 2019-10-15 | $25,000 | $26,830 | -$1,830 | -$1,830 | 2011-02-01 |
| FIDELITY NEW MRKTS INC-Z | P | 2019-05-24 | $317 | $321 | -$4 | -$4 | 2019-03-29 |
| GOLDMAN SACHS GROUP | P | 2020-03-16 | $45,000 | $44,595 | $405 | $405 | 2010-03-01 |
| ISHARES MSCI EAFE ETF | P | 2020-04-29 | $18,341 | $20,033 | -$1,692 | -$1,692 | 2017-02-23 |
| JOHCM INTERNATIONAL SEL-I | P | 2020-03-23 | $51,697 | $53,750 | -$2,053 | -$2,053 | |
| PIMCO HIGH YIELD FD-INST | P | 2020-04-03 | $50,861 | $58,695 | -$7,834 | -$7,834 | |
| TWEEDY BROWNE FD GLOBAL VALUE | P | 2020-04-28 | $50,000 | $50,026 | -$26 | -$26 | |
| VANGUARD FTSE EMERGING MARKETS ETF | P | 2020-03-23 | $138,691 | $185,328 | -$46,637 | -$46,637 | |
| VANGUARD GLBL EX-US REAL EST ETF | P | 2019-09-03 | $34,362 | $38,182 | -$3,820 | -$3,820 | 2018-01-23 |
| AGILITY MULTI-ASSET INCOME FUND | P | 2020-02-11 | $448,010 | $458,000 | -$9,990 | -$9,990 | 2010-11-26 |
| ALCON INC | P | 2019-05-07 | $1,231 | $945 | $286 | $286 | |
| AMGEN INC | P | 2020-03-11 | $803 | $786 | $17 | $17 | 2018-07-31 |
| ANHEUSER-BUSCH INBEV SPN ADR | P | 2020-04-13 | $4,948 | $10,014 | -$5,066 | -$5,066 | |
| AT & T INC | P | 2019-12-16 | $1,803 | $1,828 | -$25 | -$25 | |
| AT & T INC | P | 2020-03-23 | $1,226 | $1,543 | -$317 | -$317 | 2016-05-20 |
| CHEVRON CORP | P | 2019-12-16 | $3,202 | $3,181 | $21 | $21 | 2013-03-04 |
| COCA-COLA EUROPEAN PARTNERS | P | 2019-06-18 | $3,684 | $2,501 | $1,183 | $1,183 | |
| COMPASS GROUP PLC ADR | P | 2020-02-06 | $5,457 | $3,981 | $1,476 | $1,476 | |
| DUKE ENERGY HOLDING CORP.COM | P | 2020-04-27 | $943 | $975 | -$32 | -$32 | 2018-11-20 |
| EATON VANCE FLOATING RATE | P | 2020-03-18 | $380,558 | $439,225 | -$58,667 | -$58,667 | |
| EMERSON ELECTRIC CO | P | 2019-10-15 | $125,000 | $134,148 | -$9,148 | -$9,148 | 2011-02-01 |
| EXXON MOBIL CORPORATION | P | 2020-02-06 | $4,626 | $6,087 | -$1,461 | -$1,461 | |
| FED NATL MTG ASSN | P | 2020-02-25 | $2,228 | $2,217 | $11 | $11 | 2020-01-08 |
| FED NATL MTG ASSN | P | 2020-03-25 | $6,771 | $6,739 | $32 | $32 | 2020-01-08 |
| FED NATL MTG ASSN | P | 2020-04-27 | $6,731 | $6,699 | $32 | $32 | 2020-01-08 |
| FERGUSON NEWCO PLC-ADR | P | 2019-10-31 | $1,143 | $905 | $238 | $238 | 2017-06-30 |
| FPA NEW INCOME FUND | P | 2020-01-08 | $751,486 | $750,000 | $1,486 | $1,486 | |
| GILEAD SCIENCES INC | P | 2020-03-11 | $2,449 | $2,514 | -$65 | -$65 | 2018-09-26 |
| GILEAD SCIENCES INC | P | 2020-04-27 | $3,069 | $2,971 | $98 | $98 | 2018-09-26 |
| GOLDMAN SACHS GROUP | P | 2020-03-16 | $195,000 | $193,243 | $1,757 | $1,757 | 2010-03-01 |
| INVESCO DB OIL FUND ETF | P | 2019-08-30 | $47,665 | $49,253 | -$1,588 | -$1,588 | 2019-02-05 |
| ISHARES IBOXX | P | 2019-12-24 | $127,478 | $116,205 | $11,273 | $11,273 | 2019-02-05 |
| ISHARES IBOXX | P | 2020-01-06 | $331,034 | $297,341 | $33,693 | $33,693 | |
| ISHARES RUSSELL 2000 ETF | P | 2020-03-26 | $193,145 | $200,268 | -$7,123 | -$7,123 | 2016-01-05 |
| JOHCM INTERNATIONAL SEL-I | P | 2020-03-23 | $47,009 | $45,000 | $2,009 | $2,009 | 2016-01-06 |
| JPMORGAN CHASE & CO | P | 2020-03-11 | $1,507 | $1,237 | $270 | $270 | |
| LVMH MOET HENNESSY UNSP ADR | P | 2020-03-11 | $1,821 | $1,038 | $783 | $783 | |
| MAINSTAY MACKAY CONVERT | P | 2019-12-17 | $811,042 | $748,384 | $62,658 | $62,658 | |
| MICROSOFT CORP | P | 2016-12-16 | $2,441 | $448 | $1,993 | $1,993 | 2013-03-04 |
| MICROSOFT CORP | P | 2020-03-23 | $885 | $168 | $717 | $717 | 2013-03-04 |
| MONDELEZ INTERNATIONAL INC | P | 2019-10-31 | $1,211 | $997 | $214 | $214 | 2018-07-31 |
| MONDELEZ INTERNATIONAL INC | P | 2020-03-11 | $981 | $766 | $215 | $215 | |
| MONDELEZ INTERNATIONAL INC | P | 2020-03-23 | $496 | $465 | $31 | $31 | 2018-04-05 |
| NESTLE S.A. REGISTERED SHARE | P | 2019-06-18 | $7,713 | $5,307 | $2,406 | $2,406 | 2013-03-04 |
| NEXTERA ENERGY INC | P | 2020-02-06 | $2,388 | $1,073 | $1,315 | $1,315 | |
| NIELSEN HLDGS PLC | P | 2019-12-16 | $3,971 | $6,562 | -$2,591 | -$2,591 | |
| NTT DOCOMO, INC | P | 2020-04-27 | $974 | $781 | $193 | $193 | 2016-05-23 |
| PENTAIR PLC | P | 2020-02-06 | $3,610 | $3,461 | $149 | $149 | |
| PIMCO HIGH YIELD FD-INST | P | 2020-03-18 | $164,372 | $190,000 | -$25,628 | -$25,628 | |
| PIMCO MODERATE DURATION | P | 2020-01-08 | $474,490 | $460,000 | $14,490 | $14,490 | |
| PUBLICIS GROUPE S.A. | P | 2020-02-06 | $2,510 | $3,902 | -$1,392 | -$1,392 | |
| QUALCOMM INC | P | 2020-02-06 | $1,860 | $1,388 | $472 | $472 | 2016-12-20 |
| ROYAL DUTCH SHELL | P | 2020-03-23 | $3,416 | $8,297 | -$4,881 | -$4,881 | |
| SOUTHWEST AIRLINES | P | 2020-04-30 | $18,414 | $20,575 | -$2,161 | -$2,161 | 2019-12-20 |
| TC ENERGY CORP | P | 2020-04-27 | $272 | $300 | -$28 | -$28 | 2017-09-26 |
| TOTAL S.A. | P | 2020-04-27 | $661 | $1,012 | -$351 | -$351 | 2019-06-14 |
| UNITED TECHNOLOGIES | P | 2020-02-28 | $51,994 | $51,396 | $598 | $598 | 2020-01-07 |
| US TREASURY NOTE | P | 2020-02-20 | $39,947 | $39,911 | $36 | $36 | 2020-01-09 |
| VANGUARD FTSE EMERGING MARKETS ETF | P | 2020-03-19 | $434,029 | $530,446 | -$96,417 | -$96,417 | |
| VANGUARD GLBL EX-US REAL EST ETF | P | 2019-09-03 | $50,012 | $55,573 | -$5,561 | -$5,561 | 2018-01-23 |
| VANGUARD S/T CORP BOND ETF | P | 2020-01-08 | $644,414 | $636,342 | $8,072 | $8,072 | |
| VANGUARD TOTAL BOND MARKET ETF | P | 2020-01-07 | $252,505 | $240,251 | $12,254 | $12,254 | |
| VANGUARD TOTAL BOND MARKET ETF | P | 2020-01-08 | $316,772 | $299,354 | $17,418 | $17,418 | |
| VEOLIA ENVIRONMENT ADR | P | 2020-03-11 | $1,551 | $1,228 | $323 | $323 | |
| VERIZON COMMUNICATIONS | P | 2020-03-11 | $2,143 | $2,061 | $82 | $82 | 2018-08-23 |
| WF SHRT TRM HI YLD | P | 2020-03-18 | $271,489 | $300,000 | -$28,511 | -$28,511 | |
| INVESCO QQQ TR | P | 2019-05-02 | $3,205 | $1,733 | $1,472 | $1,472 | 2016-02-18 |
| BLACKSTONE GROUP INC | P | 2019-08-06 | $4,706 | $2,743 | $1,963 | $1,963 | 2016-02-18 |
| BLACKSTONE GROUP INC | P | 2019-09-09 | $10,251 | $5,275 | $4,976 | $4,976 | 2016-02-18 |
| FIRST TRUST FD IV | P | 2020-04-07 | $7,296 | $9,752 | -$2,456 | -$2,456 | 2019-03-19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$159,279 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,117 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,477 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,477 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $250 | EsPenaltyAmt |
| Tax Due | $7,727 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | FLORIDALIONSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ANITA MCHENRY | IndividualWithBooksNm |
| Phone | 3057332553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 5TH STREET NW | AddressLine1Txt |
| City | LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA MCHENRY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 5TH STREET NW | AddressLine1Txt |
| City | LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE SECRETARY TREASU | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDED FOR 200 EYE SURGERIES FOR INDIVIDUALS WHO DID NOT HAVE HEALTH INSURANCE OR OTHER MEANS OF PAYING FOR SUCH SURGERIES. | Description1Txt |
| Expenses1 | $814,139 | Expenses1Amt |
| Description2 | THE FOUNDATION PROVIDED GRANTS TO ONE ORGANIZATION THAT PROVIDE SERVICES AND ASSISTANCE TO THE VISUALLY HANDICAPPED AS DETAILED ON PART XV. | Description2Txt |
| Expenses2 | $33,000 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,014,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,074,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,074,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,863,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $693,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $876,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $876,445 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $876,445 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $323,049 | CurrentYearAmt |
| Year1 | $473,558 | Year1Amt |
| Year2 | $339,291 | Year2Amt |
| Year3 | $237,985 | Year3Amt |
| Total | $1,373,883 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $274,592 | CurrentYearAmt |
| Year1 | $402,524 | Year1Amt |
| Year2 | $288,397 | Year2Amt |
| Year3 | $202,287 | Year3Amt |
| Total | $1,167,801 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $876,445 | CurrentYearAmt |
| Year1 | $509,153 | Year1Amt |
| Year2 | $494,541 | Year2Amt |
| Year3 | $491,356 | Year3Amt |
| Total | $2,371,495 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $876,445 | CurrentYearAmt |
| Year1 | $509,153 | Year1Amt |
| Year2 | $494,541 | Year2Amt |
| Year3 | $491,356 | Year3Amt |
| Total | $2,371,495 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $462,112 | CurrentYearAmt |
| Year1 | $455,055 | Year1Amt |
| Year2 | $226,194 | Year2Amt |
| Year3 | $158,657 | Year3Amt |
| Total | $1,302,018 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $156,846 | Year2Amt |
| Year3 | $167,180 | Year3Amt |
| Total | $324,026 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOSE C SANCHEZ LIONS EYE CLINIC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 N ROOSEVELT BLVD | AddressLine1Txt |
| City | KEY WEST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | EYE CARE CLINIC | GrantOrContributionPurposeTxt |
| Amt | $33,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$159,279 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MORTGAGE INTEREST | 14 | $73,852 | |
| OTHER INCOME | $9,054 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,054 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,097 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (9 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 12 | THE FLORIDA LIONS FOUNDATION FOR THE BLIND, INC. RECEIVES DONATIONS |
| 12 | FROM THE PUBLIC, PRIMARILY THROUGH LIONS CLUBS THAT SERVE THEIR |
| 12 | RESPECTIVE COMMUNITIES IN THE STATE OF FLORIDA, AS WELL AS FROM |
| 12 | OCCASSIONAL BEQUETHS FROM INDIVIDUAL ESTATES. |
| 12 | THESE FUNDS ARE USED TO FUND EYE SURGERIES TO RESIDENTS OF THE STATE |
| 12 | OF FLORIDA WHO DO NOT HAVE HEALTH INSURANCE OR OTHER MEANS OF PAYING |
| 12 | FOR SUCH SURGERIES. THE FOUNDATION ALSO PROVIDES GRANTS TO CHARITABLE |
| 12 | ORGANIZATIONS THAT PROVIDE SERVICES AND ASSISTANCE TO THE VISUALLY |
| 12 | HANDICAPPED. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,489 | Amt |
| Net Investment Income | $13,489 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FLF ENDOWMENT FUND - CORPORATE BONDS | BondNm |
| EOY Book Value | $6,469,345 | EOYBookValueAmt |
| EOYFMV | $6,469,345 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FLF ENDOWMENT FUND - EQUITIES | StockNm |
| EOY Book Value | $5,143,283 | EOYBookValueAmt |
| EOYFMV | $5,143,283 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FLF ENDOWMENT FUND - ALTERNATIVES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,836,247 | BookValueAmt |
| EOYFMV | $1,836,247 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AWARDS | $1,387 | $0 | $1,387 | $0 |
| FINANCE CHARGES | $37 | $0 | $37 | $0 |
| EYE SURGERIES CASES | $814,139 | $0 | $0 | $814,139 |
| ADMINISTRATIVE EXPENSES | $30,000 | $0 | $30,000 | $0 |
| CAMPERSHIP PROGRAM | $8,775 | $0 | $0 | $8,775 |
| INTERNET | $1,062 | $0 | $1,062 | $0 |
| LICENSES AND PERMITS | $261 | $0 | $261 | $0 |
| OFFICE SUPPLIES | $4,371 | $0 | $4,371 | $0 |
| POSTAGE | $792 | $0 | $792 | $0 |
| ADMINISTRATION FEES TO FLF | $3,000 | $0 | $3,000 | $0 |
| MISCELLANEOUS EXPENSE | $279 | $0 | $279 | $0 |
| BAD DEBT | $41,255 | $0 | $41,255 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORTGAGE INTEREST | $73,852 | $73,852 | $73,852 |
| OTHER INCOME | $9,054 | $9,054 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $886,294 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $9,183 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,183 | DisbursementsCharitablePrpsAmt |
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