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VOTUM FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
VOTUM FOUNDATION INC (EIN 59-3580800)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201903179349102605
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-13T15:49:03-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593420544PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JIM D LEE CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 S FLORIDA AVE STE 530AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP338015268ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593580800EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VOTUM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVOTUBusinessNameControlTxt
Phone8636471581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 330AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33802ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAWRENCE W MAXWELLPersonNm
Person TitlePRES/TREASPersonTitleTxt
Phone8636471581PhoneNum
Signature2019-11-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIM LEE CPAPreparerPersonNm
PTINP01233071PTIN
Phone8636867330PhoneNum
Preparation2019-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.190.38.161IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm15:49:03IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id156081F8B8846F308FFE6074E0D959DC93910D70AtSubmissionCreationDeviceId
At Submission Filing Device Id156081F8B8846F308FFE6074E0D959DC93910D70AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,935,788FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$15,858InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,858InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$15,858InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$320,398OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$320,398OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$336,256TotalRevAndExpnssAmt
Total Net Invst Incm$15,858TotalNetInvstIncmAmt
Total Adj Net Incm$336,256TotalAdjNetIncmAmt
Taxes Rev And Expnss$70TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$70TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$107OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$107OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$177TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$107TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$70TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,820,142ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,820,142ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,820,319TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$107TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,820,212TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,484,063ExcessRevenueOverExpensesAmt
Net Investment Income$15,751NetInvestmentIncomeAmt
Adjusted Net Income$336,256AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,179,419SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,139,011SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,139,011SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$4,392,852OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$5,823,307OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$4,392,852OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$4,392,852OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$3,417,125OtherInvestmentsBOYAmt
Other Investments EOY$3,403,925OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,403,925OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,419,851TotalAssetsBOYAmt
Total Assets EOY$10,935,788TotalAssetsEOYAmt
Total Assets EOYFMV$10,935,788TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$12,419,851UnrestrictedBOYAmt
Unrestricted EOY$10,935,788UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$12,419,851TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,935,788TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,419,851TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,935,788TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,419,851TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,484,063ExcessRevenueOverExpensesAmt
Subtotal$10,935,788SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,935,788TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$613,762AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$359,949AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$350,215AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$422,016AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$423,553AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$158NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$158AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,820,212QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$158InvestmentIncomeExciseTaxAmt
Subtotal$158SubtotalAmt
Tax Based On Investment Income$158TaxBasedOnInvestmentIncomeAmt
Tax Due$158TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAWRENCE W MAXWELLIndividualWithBooksNm
Phone8636471581PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 S FLORIDA AVE SUITE 700AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAWRENCE W MAXWELL
500 S FLORIDA AVE SUITE 700LAKELANDFL33801PRES/TREAS5.00$0$0$0
ANITA K MAXWELL
500 S FLORIDA AVE SUITE 700LAKELANDFL33801VP/SECTRY1.00$0$0$0
AMANDA R DROST
500 S FLORIDA AVE SUITE 700LAKELANDFL33801DIRECTOR1.00$0$0$0
BENJAMIN DE FALK
500 S FLORIDA AVE SUITE 700LAKELANDFL33801DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$158TaxBasedOnInvestmentIncomeAmt
Total Tax$158TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,820,212ExpensesAndContributionsAmt
Qualifying Distributions$1,820,212QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$158PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,820,054AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$423,583ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$422,077ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$350,320ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$360,075ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$613,847ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,169,902TotalExcessDistributionCyovAmt
Qualifying Distributions$1,820,212QualifyingDistributionsAmt
Remaining Distri From Corpus$1,820,212RemainingDistriFromCorpusAmt
Total Corpus$3,990,114TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$423,583ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,566,531ExcessDistriCyovToNextYrAmt
Excess From Year4$422,077ExcessFromYear4Amt
Excess From Year3$350,320ExcessFromYear3Amt
Excess From Year2$360,075ExcessFromYear2Amt
Excess From Year1$613,847ExcessFromYear1Amt
Excess From Current Year$1,820,212ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLAWRENCE MAXWELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 SOUTH FLORIDA AVEAddressLine1Txt
Address Line2SUITE 700AddressLine2Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8636471581RecipientPhoneNum
Recipient Email AddressLMAXWELL@CENTURYCOMPANIES.NETRecipientEmailAddressTxt
Form And Info And MaterialsNAME, ADDRESS, TELEPHONE NUMBER, CONTACT PERSON, PURPOSE FOR REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSUPPORT MAY BE MADE FOR A WIDE VARIETY OF CHARITABLE ACTIVITIES INCLUDING EDUCATION, HEALTH, ARTS AND CULTURAL, HUMAN SERVICE, AND CIVIC AND ENVIRONMENTAL PROGRAMS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
INDIANA WESLEYAN UNIVERSITY
4201 S WASHINGTON STMARIONIN46953EDUCATION$300,000
WARNER UNIVERSITY
13895 HIGHWAY 27LAKE WALESFL33859EDUCATION$50,000
COLUMBIA INTERNATIONAL UNIVERSITY
7435 MONTICELLO RDCOLUMBIASC29203EDUCIATION$25,000
WORLD WITNESS
918 S PLEASANTBURG DRGREENVILLESC29607MINISTRY$100,000STE 218
KIDS ARK
PO BOX 7361LAKELANDFL33807MINISTRY$100,000
HARVEST PARTNERS
15055 W 116TH STOLATHEKS66062MINISTRY$100,000
TAMPA MUSLIM OUTREACH
218 E BEARSS AVE 346TAMPAFL33613MINISTRY$50,000
LAKELAND CHRISTIAN ACADEMY
1111 FOREST PARK STLAKELANDFL33803EDUCATION$10,142
UNITED WAY OF CENTRAL FLORIDA
5605 US 98LAKELANDFL33812COMMUNITY ASSISTANCE$50,000
WHEATON COLLEGE
501 COLLEGE AVEWHEATONIL60187EDUCATION$1,000,000
OHIO CHRISTIAN UNIVERSITY
1476 LANCASTER PIKECIRCLEVILLEOH43113EDUCATION$15,000
OXVISION MEDIA
PO BOX 2218ORLAND PARKIL60462MINISTRY$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,820,142TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,858ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Related Or Exempt Function Incm$320,398RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,858ExclusionAmt
Related Or Exempt Function Incm$320,398RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$336,256TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER NOTESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,403,925BookValueAmt
EOYFMV$3,403,925EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK FEES$107$107

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Revenue And Expenses Per Books$320,398RevenueAndExpensesPerBooksAmt
Adjusted Net Income$320,398AdjustedNetIncomeAmt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1MISCELLANEOUS LOAN ACCTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$4,392,852BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSE & TAXESCategoryTxt
Amt$70Amt
Disbursements Charitable Prps$70DisbursementsCharitablePrpsAmt

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