HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC (EIN 59-3010451)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2020-01-07
- IRS object ID
- 202030079349100508
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-07T10:53:31-06:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 500 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593010451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANS AND CAY JACOBSEN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANS | BusinessNameControlTxt |
| Phone | 4078106672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2149 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32790 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA W BORCHECK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4078106672 | PhoneNum |
| Signature | 2019-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2019-12-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-17 | IPDt |
| IP Tm | 15:44:47 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1B5EB360EE328A9676587C14C3A24D68B6871257 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CEF5B9F4E6ECDFA9762AA49441F704C31E18C10F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,250,139 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,715 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,715 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,710,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,978 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $296 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $296 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $162,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,901 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,094 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $547 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $547 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $880 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $880 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,794 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,397 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,397 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,728 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,728 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,501 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $631 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,321 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,328 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $270,414 | CashBOYAmt |
| Cash EOY | $400,835 | CashEOYAmt |
| Cash EOYFMV | $400,835 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $451,253 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $456,731 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,415,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,132,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,481,087 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $743,453 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $325,163 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $324,795 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $602,864 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $584,417 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $586,691 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,032,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,894,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,250,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,032,169 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,894,499 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,032,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,894,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,032,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,894,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,032,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,670 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,894,499 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,894,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,708,002 | $1,652,360 | $55,642 | $55,642 | |
| CAPITAL GAINS DIVIDENDS | $2,336 | $2,336 | $2,336 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,978 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $350,285 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,305,021 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066029 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $558,221 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,235,118 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106630 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $300,751 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,471,777 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054964 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $359,359 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,994,087 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059952 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $363,866 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,526,055 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065846 | DistributionYr5Rt |
| Total Distribution | 0.353421 | TotalDistributionRt |
| Average Distribution | 0.070684 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,242,553 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $370,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,043 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $371,608 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $236,805 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,087 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,087 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $38 | EsPenaltyAmt |
| Overpayment | $1,755 | OverpaymentAmt |
| Applied To ES Tax | $1,755 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CAPITAL CITY TRUST COMPANY | IndividualWithBooksNm |
| Phone | 8668209671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1549 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32302 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TERESA W BORCHECK | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | PRESIDENT | 10.00 | $20,000 | $0 | $0 |
| W THOMAS BROOKS | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | VICE PRESIDENT | 6.00 | $8,000 | $0 | $0 |
| BRIAN BROOKS | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | TREASURER | 3.00 | $8,000 | $0 | $0 |
| SHANNON MCLIN CARLYLE | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | SECRETARY | 3.00 | $8,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,986,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $335,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,322,389 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,322,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,242,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,128 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,087 | TotalTaxAmt |
| Distributable Before Adj | $260,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $260,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $260,041 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,805 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,805 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $236,805 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $260,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $77,429 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,219 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,200 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $302,287 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,914 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $568,049 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $236,805 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $23,236 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,236 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $544,813 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $54,193 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $490,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,219 | ExcessFromYear4Amt |
| Excess From Year3 | $29,200 | ExcessFromYear3Amt |
| Excess From Year2 | $302,287 | ExcessFromYear2Amt |
| Excess From Year1 | $88,914 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TERESA W BORCHECK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2149 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4078106672 | RecipientPhoneNum |
| Recipient Email Address | INFO@HCJF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT THE FOUNDATION DIRECTLY OR VISIT THE FOUNDATION'S WEBSITE AT WWW.HJCF.ORG FOR INFORMATION REGARDING FORM AND CONTENT OF APPLICATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS ARE TO BE RECEIVED BY APRIL 15 AND NOVEMBER 1 FOR CONSIDERATION AT THE SEMIANNUAL MEETINGS | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GENERALLY RESTRICTED TO PROGRAMS WHICH ASSIST CHILDREN AND YOUNG ADULTS IN THE AREAS OF HEALTH, EDUCATION, CULTURE, RECREATION, AND ANY OTHER PROGRAMS THAT WILL ADD TO THE BETTERMENT OF THEIR LIFE AND THEIR PARTICIPATION AS GOOD CITIZENS. GRANTS ARE GENERALLY RESTRICTED TO PROGRAMS CONDUCTED IN LAKE AND/OR SUMTER COUNTY FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRISTIAN HOME AND BIBLE SCHOOL (MOUNT DORA CHRISTIAN ACADEMY | |||||||
| 301 W 13TH AVENUE | MOUNT DORA | FL | 32757 | N/A | PC | 1/2 OF GRANT TO COVER COST OF A VAN FOR THE CHILDREN'S HOME | $21,750 |
| CHRISTIAN HOME AND BIBLE SCHOOL (MOUNT DORA CHRISTIAN ACADEMY | |||||||
| 301 W 13TH AVENUE | MOUNT DORA | FL | 32757 | N/A | PC | 1/2 OF COMMITMENT FOR SINGLE PARENT MINISTRY REHAB OF LIVING QUARTERS | $25,000 |
| EASTER SEALS CAMP CHALLENGE | |||||||
| 2010 CROSBY WAY | WINTER PARK | FL | 32792 | N/A | PC | CAMP CHALLENGE CAMP SCHOLARSHIPS | $21,000 |
| EDUCATIONAL FOUNDATION OF LAKE COUNTY TO THE SCOTT STRONG MEMORIAL SCHOLARS | |||||||
| 2045 PRUITT STREET | LEESBURG | FL | 34748 | N/A | PC | SCOTT STRONG MEMORIAL SCHOLARSHIP FUND | $10,000 |
| HAVEN OF LAKE AND SUMTER COUNTY | |||||||
| 2600 SOUTH STREET | LEESBURG | FL | 34748 | N/A | PC | SAFE ALTERNATIVES FOR KIDS EXPOSED TO VIOLENCE | $25,000 |
| LAKE COMMUNITY ACTION AGENCY INC | |||||||
| 501 N BAY STREET | EUSTIS | FL | 32726 | N/A | PC | LAKE COUNTY CHILDREN'S PROGRAM | $15,000 |
| LAKE SUMTER CHILDREN'S ADVOCACY CENTER | |||||||
| 300 S CANAL STREET | LEESBURG | FL | 34748 | N/A | PC | CASE MANAGER/FAMILY ADVOCATE | $25,000 |
| LAKE SUMTER STATE COLLEGE | |||||||
| 9501 US HWY 441 | LEESBURG | FL | 34788 | N/A | GOV | NURSING PROGRAM FUNDING | $20,000 |
| RODEHEAVER FOUNDATION | |||||||
| PO BOX 5 | PALATKA | FL | 32178 | N/A | PC | TUTORING PROGRAM FOR RESIDENTS | $10,000 |
| SUMTER COUNTY 4-H FOUNDATION INC | |||||||
| 2400 BART DAVIS RD | ALCOLU | SC | 29001 | N/A | PC | ARENA WRANGLERS WILDWOOD CHAPTER - FUNDING FOR STUDENTS THAT DON'T HAVE THE FINANCIAL MEANS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP BOGGY CREEK | |||||||
| 30500 BRANTLEY BRANCH RD | EUSTIS | FL | 32736 | N/A | PC | CAMPERSHIPS FOR LAKE & SUMTER STUDENTS | $20,000 |
| CENTRAL FLORIDA BIBLE CAMP INC | |||||||
| 23813 COUNTY 44A | EUSTIS | FL | 32736 | N/A | PC | RENOVATIONS TO CABIN FOR STAFF | $15,000 |
| CHRISTIAN HOME AND BIBLE SCHOOL (MOUNT DORA CHRISTIAN ACADEMY | |||||||
| 301 W 13TH AVENUE | MOUNT DORA | FL | 32757 | N/A | PC | 2/2 OF COMMITMENT FOR SINGLE PARENT MINISTRY REHAB OF LIVING QUARTERS | $25,000 |
| EASTER SEALS CAMP CHALLENGE | |||||||
| 2010 CROSBY WAY | WINTER PARK | FL | 32792 | N/A | PC | CAMP CHALLENGE CAMP SCHOLARSHIPS | $25,000 |
| EDUCATIONAL FOUNDATION OF LAKE COUNTY INC | |||||||
| 2045 PRUITT STREET | LEESBURG | FL | 34748 | N/A | PC | ACT READING PREPERATION COURSE | $10,000 |
| LAKE CARE INC | |||||||
| 2001 WEST OLD HIGHWAY 441 SUITE 1 | MOUNT DORA | FL | 32757 | N/A | PC | LAKE COUNTY FOOD BANK SERVICES | $7,500 |
| LAKE SUMTER STATE COLLEGE | |||||||
| 9501 US HWY 441 | LEESBURG | FL | 34748 | N/A | GOV | NURSING PROGRAM FUNDING | $80,000 |
| LIFE TO THE MAX INC | |||||||
| 1414 W MAIN STREET | LEESBURG | FL | 34748 | N/A | PC | STEM PROGRAM | $15,000 |
| QUEST INC | |||||||
| PO BOX 531125 | ORLANDO | FL | 32853 | N/A | PC | CAMPERSHIPS FOR LAKE & SUMTER STUDENTS TO CAMP THUNDERBIRD | $12,000 |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DR | TALLAHASSEE | FL | 32304 | N/A | PC | SPONSOR LAKE & SUMTER STUDENTS IN SSF HOUSING ON FLORIDA COLLEGE CAMPSUS | $6,000 |
| SUMTER YOUTH CENTER | |||||||
| PO BOX 2092 | BUSHNELL | FL | 33513 | N/A | PC | HOMEWORK/TUTORIAL SUMMER READING PROGRAM | $31,250 |
| SUNRISE ARC INC | |||||||
| 35201 RADIO ROAD | LEESBURG | FL | 34788 | N/A | PC | STUDENT PROGRAM COSTS | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $254,750 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,715 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,978 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION/SETTLEMENT FEES | Desc |
| Exclusion | $296 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $161,901 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,901 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,500 | Amt |
| Net Investment Income | $16,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CVS HELATH CORP 2.8% 7/20/20 | $100,400 | $100,047 |
| ORACLE CORP 2.25% 10/08/19 | $74,618 | $74,908 |
| PNC BANK NA NOTE 2.4% 10/18/19 | $50,048 | $49,972 |
| US BK NATL ASSN MINNEAPOLIS 2.125% 10/28/19 | $100,097 | $99,868 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLA A | $63,652 | $94,053 |
| AMAZON COM INC | $49,759 | $124,255 |
| AMERICAN ELEC PWR INC | $16,359 | $37,462 |
| APPLE INC | $33,144 | $103,291 |
| ARTISTA NETWORKS INC | $55,836 | $48,429 |
| AT&T INC | $18,035 | $19,418 |
| BERKSHIRE HATHAWAY INC CLASS B NEW | $43,056 | $66,136 |
| BLACKROCK INC | $47,153 | $62,334 |
| BOOKING HLDGS INC | $38,965 | $57,968 |
| BROADCOM INC COM | $32,164 | $45,295 |
| CHEVRON CORPORATION | $35,124 | $47,248 |
| COGNIZANT TECHNOLOGY SOL CL A | $24,258 | $47,376 |
| COLGATE PALMOLIVE CO COM | $40,633 | $62,658 |
| CVS HEALTH CORP | $18,772 | $28,227 |
| DANAHER CORP DEL COM | $48,892 | $99,008 |
| DODGE & COX INTL FUND | $260,371 | $279,052 |
| EXXON MOBIL CORP | $45,441 | $44,585 |
| FISERV INC COM | $13,041 | $86,547 |
| GENERAL DYNAMICS CORP COM | $17,856 | $49,050 |
| JOHNSON & JOHNSON | $35,841 | $73,444 |
| KONTOOR BRANDS INC COM | $1,752 | $4,186 |
| LABORATORY CORP AMER HLDGS | $27,204 | $53,661 |
| LYONDELLBASEL INDUSTRIES NV | $33,049 | $27,844 |
| MARATHON PETE CORP COM | $35,704 | $26,306 |
| MICROSOFT CORP | $26,846 | $128,627 |
| NEXTERA ENERGY INC | $12,412 | $45,588 |
| ORACLE CORP COMMON | $23,379 | $42,504 |
| PRICE T ROWE GROUP INC COM | $49,633 | $73,327 |
| PRIMECAP ODYSSEY GROWTH | $110,000 | $98,499 |
| PROCTOR & GAMBLE CO COM | $43,642 | $71,008 |
| PUBLIC SERVICE ENTERPRISE GROUP COM | $22,359 | $38,782 |
| ROPER TECHNOLOGIES INC | $12,893 | $61,906 |
| TARGET CORP | $19,254 | $30,571 |
| THERMO FISHER SCIENTIFIC INC COM | $20,216 | $108,127 |
| TRAVELERS COS INC | $22,577 | $66,962 |
| UNION PAC CORP | $18,000 | $70,048 |
| UNITED TECHNOLOGIES CORP | $21,089 | $36,627 |
| US BANCORP DEL COM NEW | $27,252 | $58,483 |
| VANGUARD 500 ETF | $253,012 | $307,237 |
| VANGUARD CONSUMER DISCRETIONARY ETF | $21,600 | $25,035 |
| VANGUARD SMALL-CAP INDEX FUND | $256,515 | $336,434 |
| VERIZON COMMUNICATIONS | $30,526 | $45,654 |
| VF CORPORATION | $29,209 | $81,880 |
| VISA INC | $51,759 | $117,771 |
| WALMART INC COM | $24,597 | $48,184 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $451,253 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $456,731 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE & COX INCOME FUND | AT COST | $200,000 | $199,422 |
| FEDERATED ULTRASHORT INSTL BOND FUND | AT COST | $150,000 | $150,000 |
| VANGUARD S/T INFLATION PROTECTED INDEX FUND | AT COST | $151,553 | $154,563 |
| VANGUARD SHORT TERM BOND INDEX ADM FUND | AT COST | $82,864 | $82,706 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $880 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $880 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $574 | $574 | $0 |
| MEMBERSHIP | $750 | $750 | $0 |
| INSURANCE | $1,281 | $1,281 | $0 |
| INTERNET EXPENSES | $70 | $70 | $0 |
| OFFICE SUPPLIES | $195 | $195 | $0 |
| WEBSITE FEES | $1,262 | $631 | $631 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION/SETTLEMENT FEES | Desc |
| Revenue And Expenses Per Books | $296 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $296 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $36,794 | Amt |
| Net Investment Income | $18,397 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,397 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $6,193 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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