WAYNE M DENSCH CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE M DENSCH CHARITABLE TRUST (EIN 59-7033503)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-05
- IRS object ID
- 202042799349100209
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-05T12:23:46-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833343601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE MCHUGH CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2812 ASHTON TERRACE | AddressLine1Txt |
| City | OVIEDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32765 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 597033503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE M DENSCH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 4078963884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 EAST MARKS STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD E WILLIAMS | PersonNm |
| Person Title | PRES/SECY/TREAS | PersonTitleTxt |
| Phone | 4078966911 | PhoneNum |
| Signature | 2020-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE M MCHUGH | PreparerPersonNm |
| PTIN | P01066774 | PTIN |
| Phone | 4074611374 | PhoneNum |
| Preparation | 2020-10-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-05 | IPDt |
| IP Tm | 12:23:46 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5A9C7EE79B3F71E8BAC9690D1F58863DE974EA95 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9558F27B2620B57A7CDC60D0BC18FE52E168FC1C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,792,130 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $145,760 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $145,760 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $497,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $497,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,034,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,122,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,034,517 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $100,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $1,777,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,677,501 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $100,000 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $140,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $140,871 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $63,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,909 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $43,144 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,267 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,267 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $209,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,886 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,871,607 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,571,607 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,081,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,620,493 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$303,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,516,721 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,905 | CashBOYAmt |
| Cash EOY | $11,426 | CashEOYAmt |
| Cash EOYFMV | $11,426 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,014,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,103,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,103,464 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $26,715,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,822,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,677,240 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $28,796,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,937,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,792,130 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $4,228,571 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,750,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $4,228,571 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,750,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,043,101 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,965,979 | CapitalStockEOYAmt |
| Retained Earning BOY | $524,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,221,384 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,567,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,187,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,796,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,937,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,567,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$303,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,923,699 | OtherIncreasesAmt |
| Subtotal | $26,187,363 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,187,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH STCG COVERED | P | $1,178,785 | $1,126,576 | $52,209 | $52,209 |
| MERRILL LYNCH STCG NONCOVERED | P | $27,581 | $27,581 | ||
| MERRILL LYNCH LTCG COVERED | P | $2,501,594 | $2,296,193 | $205,401 | $205,401 |
| MERRILL LYNCH LTCG NONCOVERED | P | $32,568 | $35,533 | -$2,965 | -$2,965 |
| ABBOT DOWNING STCG COVERED | P | $554,023 | $521,703 | $32,320 | $32,320 |
| ABBOT DOWNING LTCG NONCOVERED | P | $4,313,913 | $3,738,024 | $575,889 | $575,889 |
| SILVER CREEK LOW VOL STRATEGIES, LTD | P | $7,595 | $7,595 | ||
| SILVER CREEK LOW VOL STRATEGIES, LTD | P | $27,294 | -$27,294 | -$27,294 | |
| MAGNITUDE INTERNATIONAL-A | P | $320,000 | $307,600 | $12,400 | $12,400 |
| AQR GLOBAL STOCK SEL. OFFSHORE FUND | P | $295 | $295 | $295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,034,517 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $84,529 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,278,142 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,780,189 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044410 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,420,021 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,605,716 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049641 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,321,828 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,705,409 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,333,057 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,141,090 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047370 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,391,226 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,975,584 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049730 | DistributionYr5Rt |
| Total Distribution | 0.240648 | TotalDistributionRt |
| Average Distribution | 0.048130 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,521,554 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,372,742 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,167 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,387,909 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,620,493 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $15,167 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,167 | SubtotalAmt |
| Tax Based On Investment Income | $15,167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,496 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $31,496 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,329 | OverpaymentAmt |
| Applied To ES Tax | $16,329 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LEONARD E WILLIAMS | IndividualWithBooksNm |
| Phone | 4078963884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 EAST MARKS STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEONARD E WILLIAMS | ||||||||
| 1603 EAST MARKS STREET | ORLANDO | FL | 32803 | PRES/SECY/TR | 000.00 | $0 | $0 | $0 |
| JOHN A WILLIAMS | ||||||||
| 1603 EAST MARKS STREET | ORLANDO | FL | 32803 | VICE PRES | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,179,849 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $776,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,955,892 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,955,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $434,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,521,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,426,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,426,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,167 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,167 | TotalTaxAmt |
| Distributable Before Adj | $1,410,911 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,510,911 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,510,911 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,620,493 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,620,493 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,167 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,605,326 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,510,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,694 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,620,493 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,694 | AppliedToYear1Amt |
| Applied To Current Year | $1,510,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,888 | RemainingDistriFromCorpusAmt |
| Total Corpus | $75,888 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $75,888 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $75,888 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEONARD E WILLIAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 EAST MARKS STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4078963884 | RecipientPhoneNum |
| Recipient Email Address | WAYNEDENSCHCHARITY@ATT.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMISSIONS SHOULD INCLUDE ORGANIZATIONAL & BOARD PROFILES, FINANCIAL STATEMENTS, & DETAIL OF PROGRAM REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROGRAM REQUESTS MUST ASSIST DISADVANTAGED PERSONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DETAIL ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 MARKS STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHED SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $1,571,607 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,571,607 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA CITRUS SPORTS FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CITRUS BOWL PLACE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501C3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GRANT FOR PARK | GrantOrContributionPurposeTxt |
| Amt | $300,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $300,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,760 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $497,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,034,517 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,677,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,677,501 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE DENSCH DEVELOPME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(2) | OrganizationTypeDesc |
| Relationship Description | STOCK IS OWNED BY WAYNE DENSCH CHARITABLE TRUST AND COMMON BOARD | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,475 | Amt |
| Disbursements Charitable Prps | $1,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK IN WAYNE DENSCH DEVELOPMENT | $4,098,313 | $1,541,660 |
| CORPORATE STOCK INVESTMENTS | $23,724,160 | $27,135,580 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $4,129 | $4,129 |
| LICENSES | $138 | $138 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK INVESTMENT VALUE ADJUSTMENT | $145,128 |
| REVERSAL OF APPROVED GRANTS | $1,778,571 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $140,871 | Amt |
| Net Investment Income | $140,871 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WITHHELD FOREIGN TAXES | $19,909 | $19,909 | |
| EXCISE TAXES | $43,144 | $43,144 |
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