HARRELL FAMILY CHARITIES INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARRELL FAMILY CHARITIES INC (EIN 81-3385481)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349101316
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T14:19:02-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746479 | 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 | 402 SOUTH KENTUCKY AVENUE SUITE 600 | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338015354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813385481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRELL'S FERTILIZER CHARITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8636802003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 NEW TAMPA HIGHWAY | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK HARRELL JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8636802003 | PhoneNum |
| Signature | 2019-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN BALLARD CPA | PreparerPersonNm |
| PTIN | P01451787 | PTIN |
| Phone | 8636805600 | PhoneNum |
| Preparation | 2019-09-14 | 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 | 2019-09-23 | IPDt |
| IP Tm | 09:45:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4B40EDC9BD25830FAF953A2DA90D675E1066A634 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CA5F0A11A0069C007DD8AC5F79B0D677C1EA6FA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,088,771 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,920,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $258,174 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,735 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,940,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,044 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,418 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,209 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,209 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,969 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,500 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,166 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,790,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,790,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,841,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,811,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,687 | CashBOYAmt |
| Cash EOY | $108,985 | CashEOYAmt |
| Cash EOYFMV | $108,985 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,247 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,500 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,500 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $984,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,004,816 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $963,039 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,031,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,130,548 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,088,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,031,141 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,130,548 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,031,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,130,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,031,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,130,548 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,031,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,130,548 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,130,548 | 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 | $258,147 | $262,140 | -$3,993 | -$3,993 | |
| CAPITAL GAINS DIVIDENDS | $27 | $27 | $27 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,966 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,736,892 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $478,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.631538 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,079 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $127,443 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102626 | DistributionYr2Rt |
| Total Distribution | 3.734164 | TotalDistributionRt |
| Average Distribution | 1.867082 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,204,264 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,248,460 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,248,460 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,811,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY RUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8636802003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 NEW TAMPA HIGHWAY | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JACK HARRELL JR | ||||||||
| 1645 HOLLINGSWORTH CREEK | LAKELAND | FL | 33803 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TINA HARRELL | ||||||||
| 1645 HOLLINGSWORTH CREEK | LAKELAND | FL | 33803 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GARY RUST | ||||||||
| 823 ORANGE PARK AVENUE | LAKELAND | FL | 33801 | TREASURER | 1.00 | $0 | $0 | $0 |
| WILL HARRELL | ||||||||
| 1422 BRIARWOOD LANE | LAKELAND | FL | 33803 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACK HARRELL III | ||||||||
| 2306 NEVADA ROAD | LAKELAND | FL | 33803 | DIRECTOR | 1.00 | $0 | $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 | $1,060,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,222,603 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,222,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,204,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,213 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $60,213 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,213 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,213 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,811,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,811,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,811,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,213 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $10,216 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,712,978 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,723,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,811,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,751,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,474,506 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,474,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $10,216 | ExcessFromYear2Amt |
| Excess From Year1 | $1,712,978 | ExcessFromYear1Amt |
| Excess From Current Year | $1,751,312 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK HARRELL JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A WOMAN'S CHOICE INC | ||||||
| 1234 E LIME ST | LAKELAND | FL | 33801 | PC | 2018 BANQUET UNDERWRITING | $40,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 237 EAST MARKS ST | ORLANDO | FL | 32803 | PC | POLK HEART & STROKE BALL | $35,000 |
| CARE NET | ||||||
| 44180 RIVERSIDE PARKWAY SUITE 200 | LANSDOWNE | VA | 20176 | PC | GENERAL FUND | $5,000 |
| CATAPULT LAKELAND INC | ||||||
| 331 S FLORIDA AVE | LAKELAND | FL | 33801 | PC | BUILDING FUND | $200,000 |
| CENTER FOR MARRIAGE & FAMILY ENRICHMENT | ||||||
| 301 N FLORIDA AVE | LAKELAND | FL | 33614 | PC | GENERAL FUND | $55,000 |
| CENTRAL FL SPEECH & HEARING CTR | ||||||
| 3020 LAKELAND HIGHLANDS RD | LAKELAND | FL | 33803 | PC | GENERAL FUND | $10,000 |
| CHRISTIAN COUNSELING AND EDUCATIONAL FOUNDATION | ||||||
| 1803 EAST WILLOW GROVE AVE | GLENSIDE | PA | 19038 | PC | GENERAL FUND | $5,000 |
| CHRISTIAN STUDY CENTER OF GAINESVILLE | ||||||
| 112 NW 16TH STREET | GAINESVILLE | FL | 32603 | PC | GENERAL FUND | $2,500 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 2001 UNIVERSITY AVE SE 100 | MINNEAPOLIS | MN | 55414 | PC | LHS - WEDNESDAY NIGHT MEETINGS | $20,000 |
| FLORIDA BAPTIST CHILDREN'S HOME | ||||||
| 1015 SIKES BLVD | LAKELAND | FL | 33815 | PC | PORCH LIGHT | $25,000 |
| FLORIDA HOUSE COUNCIL AT LAKELAND | ||||||
| 2402 NEWPORT AVE | LAKELAND | FL | 33803 | GOV | GENERAL FUND | $250 |
| FLORIDA SOUTHERN COLLEGE | ||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | PC | SCHOLARSHIP FUND, WOMEN'S GOLF, WOMEN'S SOCCER | $102,000 |
| GEORGIA STATE UNIVERSITY ATHLETIC FOUNDATION | ||||||
| PO BOX 8115 | STATESBORO | GA | 30460 | PC | THE THOMAS SHARKEY MEMORIAL GOLF OPERATIONS ENDOWMENT FUND | $205,000 |
| GEORGIA STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 2668 | ATLANTA | GA | 303012668 | PC | SCHOLARSHIP | $1,000 |
| INNERACT ALLIANCE | ||||||
| 621 FLORIDA AVE S | LAKELAND | FL | 33801 | PC | GENERAL FUND | $1,000 |
| LAKELAND CHRISTIAN SCHOOL | ||||||
| 1111 FOREST PARK STREET | LAKELAND | FL | 33803 | PC | BUILDING FUND; SCHOLARSHIP FUND | $285,000 |
| LAKELAND REGIONAL HEALTH FOUNDATION | ||||||
| 1324 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | SO I | HARRELL'S REHAB GARDEN, IN MEMORIAM: MAIDA POU | $140,500 |
| LAKELAND VOLUNTEERS IN MEDICINE | ||||||
| 1021 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | PC | SWAN DERBY SPONSORSHIP | $10,000 |
| LEARNING RESOURCE CENTER | ||||||
| 1628 FLORIDA AVE S | LAKELAND | FL | 33803 | PC | GENERAL FUND | $5,000 |
| LIGHTHOUSE MINISTRIES INC | ||||||
| PO BOX 3112 | LAKELAND | FL | 33802 | PC | GENERAL FUND | $10,000 |
| MISSION TO THE WORLD PCA INC | ||||||
| 1600 NORTH BROWN RD | LAWRENCEVILLE | GA | 30043 | PC | BRUCE & SUSAN YOUNG; CARLA STEVENS; ROBBIE & LYDIA SWEET | $7,000 |
| PARKER STREET MINISTRIES INC | ||||||
| 719 N MASSACHUSETTS AVE | LAKELAND | FL | 33801 | PC | GOLD SPONSORSHIP FOR GOLF TOURNAMENT FUNDRAISER | $80,000 |
| PCA MISSION TO NORTH AMERICA | ||||||
| 1700 N BROWN RD 101 | LAWRENCEVILLE | GA | 30043 | PC | TVP PASTOR OF CP & RENEWAL; TED STRAWBRIDGE; SCOTT BRIDGES | $30,000 |
| SALVATION ARMY | ||||||
| 2620 KATHLEEN RD | LAKELAND | FL | 33810 | PC | ANNUAL BANQUET | $50,000 |
| SCRIPPS RESEARCH INSTITUTE | ||||||
| 130 SCRIPPS WAY | JUPITER | FL | 33458 | PC | GENERAL FUND | $3,000 |
| SEEJESUS NET | ||||||
| 267 MORWOOD RD | TELFORD | PA | 18969 | PC | A PRAYING CHURCH WRITING PROJECT | $80,000 |
| STRONG TOWER CHURCH | ||||||
| 719 N MASSACHUSETTS AVE | LAKELAND | FL | 33801 | PC | GENERAL FUND | $20,000 |
| TALBOT HOUSE MINISTRIES OF LAKELAND INC | ||||||
| 814 N KENTUCKY AVE | LAKELAND | FL | 33801 | PC | GENERAL FUND | $5,000 |
| TOP BUTTONS INC | ||||||
| 236 N KENTUCKY AVE | LAKELAND | FL | 33801 | PC | GENERAL FUND | $5,000 |
| TRINITY PRESBYTERIAN | ||||||
| 301 N FLORIDA AVE | LAKELAND | FL | 33801 | PC | GENERAL FUND | $166,250 |
| UNITED WAY OF CENTRAL FLORIDA | ||||||
| 5605 US-98 | LAKELAND | FL | 33812 | PC | THE SALVATION ARMY | $10,000 |
| VISTE | ||||||
| 1232 E MAGNOLIA ST | LAKELAND | FL | 33801 | PC | VISTEBALL 2018 SPONSORSHIP | $15,000 |
| WESTMINSTER THEOLOGICAL SEMINARY | ||||||
| 2960 CHURCH ROAD | GLENSIDE | PA | 19038 | PC | GENERAL FUND | $10,000 |
| YOUTH FOR CHRIST POLK COUNTY | ||||||
| PO BOX 2584 | WINTER HAVEN | FL | 33883 | PC | GENERAL FUND | $45,000 |
| YOUTH FOR CHRIST USA | ||||||
| 7670 S VAUGHN CT | ENGLEWOOD | CO | 80112 | PC | GENERAL FUND | $10,000 |
| CITY HOPE | ||||||
| PO BOX 641049 | SAN FRANCISCO | CA | 94164 | PC | THE CITY HOPE MONTH OF GIVING | $10,000 |
| GREATER HOPE CHURCH | ||||||
| PO BOX 1140 | MULBERRY | FL | 33860 | PC | GENERAL FUND | $25,000 |
| ICONICITY | ||||||
| 301 N FLORIDA AVENUE | LAKELAND | FL | 33801 | PC | GENERAL FUND | $10,000 |
| POLK ECUMENICAL ACTION COUNCIL FOR EMPOWERMENT INC | ||||||
| PO BOX 1928 | LAKELAND | FL | 33802 | PC | GENERAL FUND | $5,000 |
| RENEW POLK | ||||||
| 301 N FLORIDA AVE | LAKELAND | FL | 33801 | PC | GENERAL FUND | $5,000 |
| XMA | ||||||
| 16 PIERCE ROAD | RAYVILLE | LA | 71269 | PC | TANZANIA - RODNEY HAYNES | $2,000 |
| YOUNG LIFE MARION COUNTY | ||||||
| 18115 SE 95TH STREET RD | OCKLAWAHA | FL | 32179 | PC | HOLE SPONSORSHIP-2018 YL GOLF TOURNAMENT | $1,250 |
| YOUNG LIFE POLK COUNTY | ||||||
| 4730 LAKELAND HIGHLANDS RD | LAKELAND | FL | 33813 | PC | GOLF TOURNAMENT SPONSOR | $1,200 |
| LAKELAND SENIOR HIGH BOOSTER INC | ||||||
| PO BOX 2404 | LAKELAND | FL | 33806 | PC | GENERAL FUND | $5,000 |
| POLK STATE COLLEGE FOUNDATION | ||||||
| 999 AVENUE H NE | WINTER HAVEN | FL | 33881 | PC | MASTER'S SPONSORSHIP FOR STUDENT SUCCESS, OUR SUCCESS | $5,000 |
| LAKELAND CHAMBER FOUNDATION INC | ||||||
| 35 LAKE MORTON DR | LAKELAND | FL | 33801 | PC | 2018 CHAMBER FOUNDATION GALA-GOLD SPONSORSHIP | $25,000 |
| GULF RIDGE COUCIL | ||||||
| 13228 N CENTRAL AVE | TAMPA | FL | 33612 | PC | GENERAL FUND | $500 |
| GOODWILL OF CENTRAL AND COASTAL VIRGINIA | ||||||
| 6301 MIDLOTHIAN TURNPIKE | RICHMOND | VA | 23225 | PC | IN MEMORIAM OF ALEX KAY | $1,000 |
| NORTH NAPLES CHURCH | ||||||
| 6000 GOODLETTE RD N | NAPLES | FL | 34109 | PC | IN MEMORIAM JOSEPH "TEAK" BLACK | $500 |
| ST DAVID'S EPISCOPAL CHURCH | ||||||
| 145 E EDGEWOOD DRIVE | LAKELAND | FL | 33803 | PC | IN MEMORIAM OF BONNIE SALE | $200 |
| YOUTH 4 ORPHANS | ||||||
| 2258 CAMPESTRE TER | NAPLES | FL | 34119 | PC | IN MEMORIAM JOSEPH "TEAK" BLACK | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,790,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,966 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS INCOME | 14 | $35 |
| REIMBURSEMENTS | 01 | $1,700 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,778 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $1,500 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF LAKELAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | MEETING SPONSORSHIP | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK HARRELL JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1645 HOLLINGSWORTH CREEK | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,920,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,418 | Amt |
| Net Investment Income | $3,209 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,209 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFB NORTHERN FDS ULTRA SHORT FIXED (NUSFX) - 14,855.86 SHARES | AT COST | $134,000 | $133,098 |
| MFO BLACKROCK FDS HIGH YIELD BD PORTFOLIO INSTL CL (BHYIX) - 23.34 SHARES | AT COST | $22,121 | $20,330 |
| MFC VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF (VEU) | AT COST | $94,389 | $79,264 |
| MFC VANGUARD TOTAL STOCK (VTI) | AT COST | $744,306 | $721,110 |
| MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD (NGREX) | AT COST | $10,000 | $9,237 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,247 | $624 | $623 |
| MARKETING | $1,087 | $544 | $543 |
| TAXABLE EXPENDITURES | $1,500 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $35 | $35 | $35 |
| REIMBURSEMENTS | $1,700 | $1,700 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST FEES | $7,469 | $7,469 | $0 |
| MANAGEMENT FEES | $18,000 | $9,000 | $9,000 |
| CONSULTING FEES | $15,000 | $7,500 | $7,500 |