MOUNT DORA COMMUNITY TRUST: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MOUNT DORA COMMUNITY TRUST (EIN 23-7227875)
Tax period
2019-09-01 to 2020-08-31
Filed
2020-11-17
IRS object ID
202003229349301950
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-11-17T12:58:43-05:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474328609PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SILBERNAGEL & BURROUGHS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11934 N DONNELLY ST STE BAddressLine1Txt
CityMOUNT DORACityNm
State AbbreviationFLStateAbbreviationCd
ZIP32757ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237227875EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOUNT DORA COMMUNITY TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOUNBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1406AddressLine1Txt
CityMOUNT DORACityNm
State AbbreviationFLStateAbbreviationCd
ZIP327561406ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFIRST NATIONAL BANK OF MT DORAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3523832140PhoneNum
Signature2020-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGABRIEL BURROUGHS CPAPreparerPersonNm
PTINP01077526PTIN
Phone3527296752PhoneNum
Preparation2020-11-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.120.165.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-17IPDt
IP Tm13:00:47IPTm
Federal Original Submission Id5913902020322cuyoalmFederalOriginalSubmissionId
Federal Original Submission Id2020-11-17FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB800EE13B1E2DA65012CD8DAE484CC6C7590E31EAtSubmissionCreationDeviceId
At Submission Filing Device IdB800EE13B1E2DA65012CD8DAE484CC6C7590E31EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$7,956,731GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://MOUNTDORACOMMUNITYTRUST.COM/WebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1972FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST AIMS TO ENRICH THE QUALITY OF MOUNT DORA AND NORTHEAST LAKE COUNTY BY MAXIMIZING PERPETUAL GIVING, PROMOTING LEADERSHIP IN THE COMMUNITY, AND PAIRING DONORS WITH THE CAUSES THEY ARE PASSIONATE ABOUT.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$198,215PYContributionsGrantsAmt
CY Contributions Grants$643,134CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,095,752PYInvestmentIncomeAmt
CY Investment Income$973,119CYInvestmentIncomeAmt
PY Other Revenue$75,669PYOtherRevenueAmt
CY Other Revenue$77,695CYOtherRevenueAmt
PY Total Revenue$1,369,636PYTotalRevenueAmt
CY Total Revenue$1,693,948CYTotalRevenueAmt
PY Grants And Similar Paid$469,224PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$416,374CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$365,771PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$328,698CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$12,931CYTotalFundraisingExpenseAmt
PY Other Expenses$96,329PYOtherExpensesAmt
CY Other Expenses$105,806CYOtherExpensesAmt
PY Total Expenses$931,324PYTotalExpensesAmt
CY Total Expenses$850,878CYTotalExpensesAmt
PY Revenues Less Expenses$438,312PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$843,070CYRevenuesLessExpensesAmt
Total Assets BOY$15,560,526TotalAssetsBOYAmt
Total Assets EOY$16,403,596TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,560,526NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,403,596NetAssetsOrFundBalancesEOYAmt
MissionESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST AIMS TO ENRICH THE QUALITY OF MOUNT DORA AND NORTHEAST LAKE COUNTY BY MAXIMIZING PERPETUAL GIVING, PROMOTING LEADERSHIP IN THE COMMUNITY, AND PAIRING DONORS WITH THE CAUSES THEY ARE PASSIONATE ABOUT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$675,136ExpenseAmt
Grant$351,852GrantAmt
DescMOUNT DORA AREA COMMUNITY GRANTS AND ALLOCATIONS: FOR BENEFIT OF ORGANIZATIONS, GOVERNMENTAL ENTITIES, AND INDIVIDUALS SELECTED BY THE DISTRIBUTION COMMITTEE. THIS ALSO INCLUDES EXPENSES DIRECTLY INCURRED BY THE MOUNT DORA COMMUNITY TRUST FOR PUBLIC, EDUCATIONAL, CHARITABLE, OR BENEVOLENT NEEDS OF THE MOUNT DORA AREA COMMUNITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$64,522ExpenseAmt
Grant$64,522GrantAmt
DescSCHOLARSHIPS: 71 MOUNT DORA AREA STUDENTS WERE AWARDED SCHOLARSHIPS DURING THE YEARDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$739,658TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
Person1ST NATL BANK OF MT DORA TRUST DEPTPersonNm
Phone3523832140PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1714 NORTH DONNELLY STREETAddressLine1Txt
CityMOUNT DORACityNm
State AbbreviationFLStateAbbreviationCd
ZIP32757ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeInd
KIM STEWART
DISTRIBUTION COMMITTEE CHAIRP1.000.00Yes (X)$0$0$0
SAM SADLER
DISTRIBUTION COMMITTEE1.000.00Yes (X)$0$0$0
GLENN BROWN
DISTRIBUTION COMMITTEE1.000.00Yes (X)$0$0$0
LAURIE TILLETT
DISTRIBUTION COMMITTEE1.000.00Yes (X)$0$0$0
TOM BIERY
DISTRIBUTION COMMITTEE1.000.00Yes (X)$0$0$0
CATHERINE HOECHST
DISTRIBUTION COMMITTEE1.000.00Yes (X)$0$0$0
FIRST NATIONAL BANK OF MT DORA
TRUSTEE40.000.00$219,643$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$219,643TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$643,134AllOtherContributionsAmt
Total Contributions$643,134TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$411,875TotalRevenueColumnAmt
Exclusion$411,875ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$18,457RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$26,124RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$7,667RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,667TotalRevenueColumnAmt
Exclusion-$7,667ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,797,903SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,236,659SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$561,244SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$561,244TotalRevenueColumnAmt
Exclusion$561,244ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMIN FEE REVENUEDesc
Business900099BusinessCd
Total Revenue Column$85,362TotalRevenueColumnAmt
Related Or Exempt Func Income$85,362RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$85,362OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,693,948TotalRevenueColumnAmt
Related Or Exempt Func Income$85,362RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$965,452ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$351,852TotalAmt
Program Services$351,852ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$64,522TotalAmt
Program Services$64,522ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$219,644TotalAmt
Program Services$164,733ProgramServicesAmt
Management And General$48,322ManagementAndGeneralAmt
Fundraising$6,589FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$99,826TotalAmt
Program Services$74,869ProgramServicesAmt
Management And General$21,962ManagementAndGeneralAmt
Fundraising$2,995FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,228TotalAmt
Program Services$6,921ProgramServicesAmt
Management And General$2,030ManagementAndGeneralAmt
Fundraising$277FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$263TotalAmt
Management And General$263ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,195TotalAmt
Management And General$3,195ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$84,141TotalAmt
Program Services$63,106ProgramServicesAmt
Management And General$18,511ManagementAndGeneralAmt
Fundraising$2,524FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,371TotalAmt
Program Services$4,028ProgramServicesAmt
Management And General$1,182ManagementAndGeneralAmt
Fundraising$161FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,027TotalAmt
Program Services$2,270ProgramServicesAmt
Management And General$666ManagementAndGeneralAmt
Fundraising$91FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPRINTING & ADVERTISINGDesc
Total$9,809TotalAmt
Program Services$7,357ProgramServicesAmt
Management And General$2,158ManagementAndGeneralAmt
Fundraising$294FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$850,878TotalAmt
Program Services$739,658ProgramServicesAmt
Management And General$98,289ManagementAndGeneralAmt
Fundraising$12,931FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$962,214BOYAmt
EOY$810,871EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$67,309BOYAmt
EOY$53,646EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,103,893LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$194,339LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$943,374BOYAmt
EOY$909,554EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,587,626BOYAmt
EOY$14,629,525EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,560,526BOYAmt
EOY$16,403,596EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,425,523BOYAmt
EOY$4,712,771EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,135,003BOYAmt
EOY$11,690,825EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,560,526BOYAmt
EOY$16,403,596EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,560,526BOYAmt
EOY$16,403,596EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$843,070ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$175,404CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$297,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$374,904CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$198,215CurrentTaxYearMinus1YearAmt
Current Tax Year$338,134CurrentTaxYearAmt
Total$1,384,382TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$175,404CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$297,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$374,904CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$198,215CurrentTaxYearMinus1YearAmt
Current Tax Year$338,134CurrentTaxYearAmt
Total$1,384,382TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,097SubstantialContributorsTotAmt
Public Support Total170$1,381,285PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$358,759CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$371,651CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$434,218CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$364,450CurrentTaxYearMinus1YearAmt
Current Tax Year$411,875CurrentTaxYearAmt
Total$1,940,953TotalAmt
FieldValueIRS element (for citing)
Total Support$3,325,335TotalSupportAmt
Public Support CY1700.41540PublicSupportCY170Pct
Public Support PY1700.45630PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceUnusual grants Part II or Part III line 1FormAndLineReferenceDesc
ExplanationYEAR ENDING AUGUST 31, 2016 (2015) $1,126,071YEAR ENDING AUGUST 31, 2016 (2015) $496,070YEAR ENDING AUGUST 31, 2020 (2019) $305,000ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held52DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$293,706DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$170,838DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,834,752DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,914,317BeginningYearBalanceAmt
Contributions$1,802,719ContributionsAmt
Investment Earnings Or Losses$457,872InvestmentEarningsOrLossesAmt
Grants Or Scholarships$74,533GrantsOrScholarshipsAmt
Administrative Expenses$83,088AdministrativeExpensesAmt
End Year Balance$6,017,287EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,677,185BeginningYearBalanceAmt
Contributions$1,744,213ContributionsAmt
Investment Earnings Or Losses-$376,838InvestmentEarningsOrLossesAmt
Grants Or Scholarships$75,933GrantsOrScholarshipsAmt
Administrative Expenses$54,310AdministrativeExpensesAmt
End Year Balance$3,914,317EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,598,065BeginningYearBalanceAmt
Investment Earnings Or Losses$293,692InvestmentEarningsOrLossesAmt
Grants Or Scholarships$27,900GrantsOrScholarshipsAmt
Other Expenditures$144,527OtherExpendituresAmt
Administrative Expenses$42,145AdministrativeExpensesAmt
End Year Balance$2,677,185EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$902,912BeginningYearBalanceAmt
Contributions$1,932,237ContributionsAmt
Investment Earnings Or Losses$69,592InvestmentEarningsOrLossesAmt
Grants Or Scholarships$271,210GrantsOrScholarshipsAmt
Other Expenditures$248OtherExpendituresAmt
Administrative Expenses$35,218AdministrativeExpensesAmt
End Year Balance$2,598,065EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$935,367BeginningYearBalanceAmt
Contributions$26,371ContributionsAmt
Investment Earnings Or Losses$20,382InvestmentEarningsOrLossesAmt
Grants Or Scholarships$66,311GrantsOrScholarshipsAmt
Other Expenditures$515OtherExpendituresAmt
Administrative Expenses$12,382AdministrativeExpensesAmt
End Year Balance$902,912EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$172,953OtherCostOrOtherBasisAmt
Book Value$172,953BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$892,579OtherCostOrOtherBasisAmt
Depreciation$169,967DepreciationAmt
Book Value$722,612BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,375OtherCostOrOtherBasisAmt
Depreciation$12,938DepreciationAmt
Book Value$1,437BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,986OtherCostOrOtherBasisAmt
Depreciation$11,434DepreciationAmt
Book Value$12,552BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$909,554TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceEndowment funds intended uses (Part V, line 4)FormAndLineReferenceDesc
ExplanationPHILANTHROPIC, PERFORMING ARTS, PUBLIC LIBRARY, PUBLIC FACILITIES, SISTER CITY PROGRAMS, CHILDRENS HOME.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
POP WARNER YOUTH FOOTBALL
3626 CILIA STREETZELLWOODFL32798231582287501C3$5,000FMVEQUIPMENT
FIRST ROBOTICS 1557
821 N DONNELLY STREETMOUNT DORAFL32757237227875501C3$5,000FMVROBOTICS BUILD
LIFESTREAM BEHAVIORAL CENTER INC
PO BOX 491000LEESBURGFL34749591561501501C3$5,000FMVOPEN DOOR FOR HOMELESSNESS
JANE AUSTEN FEST
821 N DONNELLY STMOUNT DORAFL32757237227875501C3$5,000FMVMOUNT DORA FESTIVAL
HAVE OF LAKE AND SUMTER
2600 S STREETLEESBURGFL34748591258427501C3$5,000FMVABUSED WOMEN & CHILDRENS SHELTER
CORNERSTONE HOSPICE FOUNDATION
2445 LANE PARK ROADTAVARESFL32778592915060501C3$10,000FMVCHILDRENS BEREAVEMENT PROGRAM
WE CARE OF LAKE COUNTY INC
4709 N HIGHWAY 19AMOUNT DORAFL32757593275830501C3$12,000FMVCHILDRENS MEDICAL EQUIPMENT
MOUNT DORA HURRICANE BAND BOOSTERS
711 HIGHLAND STREETMOUNT DORAFL32757452749471501C3$33,545FMVBAND EQUIPMENT
MT DORA AREA CHAMBER OF COMMERCE
341 ALEXANDER STMOUNT DORAFL32757590369669501C6$9,000FMVRESTORATION OF TRAIN DEPOT
MOUNT DORA CHRISTIAN ACADEMY
301 W 13TH AVEMOUNT DORAFL32757590855390501C3$10,000FMVSCOREBOARD
MOUNT DORA LIBRAY ASSOCIATION
PO BOX 675MOUNT DORAFL327560675591379984501C3$6,000FMVCHILDRENS LIBRARY IMPROVEMENTS
CITY OF MOUNT DORA
PO BOX 176MOUNT DORAFL327560176596000380GOVT$13,000FMVWATER TRUCK
CAMP BOGGY CREEK
30500 BRANTLEY BRANCH RDEUSTISFL32736593012889501C3$5,000FMVFALL FAMILY RETREAT
HAVEN OF LAKE & SUMTER COUNTIES
2602 SOUTH STLEESBURGFL34748591258427501C3$5,000FMVORGANIZATION OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient71RecipientCnt
Cash Grant$64,522CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMonitoring procedures (Part I, line 2)FormAndLineReferenceDesc
ExplanationSIX MONTHS AFTER GRANT FUNDS ARE AWARDED, THE RECIPIENT ORGANIZATION IS REQUIRED TO COMPLETE AND SUBMIT A POST-GRANT QUESTIONNAIRE,WHICH IS REVIEWED BY THE COMMUNITY TRUST TO ENSURE THE GRANT WAS USED AS INTENDED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonFIRST NATIONAL BANK OF MT DORAPersonNm
TitleTRUSTEETitleTxt
Base Compensation Filing Org$219,643BaseCompensationFilingOrgAmt
Total Compensation Filing Org$219,643TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11TRUSTEE AND DISTRIBUTION COMMITTEE MEMBERS ARE PROVIDED A DRAFT COPY OF THE FORM 990 FOR THEIR REVIEW, CHANGES NOTED BY MEMBERS ARE MADE AS NECESSARY, AND THE FINAL FORM 990 IS THEN FILED UPON SIGNATURE OF THE TRUSTEE.
Conflict of interest policy compliance Part VI line 12cDURING MEETINGS OF THE GOVERNING BODY, ANY POTENTIAL CONFLICTS OF INTEREST REQUIRED TO BE DISCLOSED BY OFFICERS AND TRUSTEES ARE REVIEWED AND FURTHER ACTION IS TAKEN IF NECESSARY. THIS IS DOCUMENTED IN THE MINUTES.
CEO executive director top management comp Part VI line 15aCOMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE GOVERNING BODY OF THE ORGANIZATON, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. COMPENSATION IS REVIEWED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.
Other officer or key employee compensation Part VI line 15bCOMPENSATION OF THE TRUSTEE IS REVIEWED AND APPROVED BY THE GOVERNING BODY OF THE ORGANIZATON, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. COMPENSATION IS REVIEWED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.
Governing documents etc available to public Part VI line 19GOVERNING DOCS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR A REASONABLE COPYING FEE.

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