HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC (EIN 59-3010451)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-03-13
- IRS object ID
- 201910729349100101
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-13T06:48:06-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590548468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURVIS GRAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2347 SE 17TH STREET | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | 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 | 2019-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A WHITE CPA | PreparerPersonNm |
| PTIN | P00071001 | PTIN |
| Phone | 3527323872 | PhoneNum |
| Preparation | 2019-02-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.190.218.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-13 | IPDt |
| IP Tm | 06:48:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A421216F2781D0B68D6B9E8C282F61784C3F1C3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A421216F2781D0B68D6B9E8C282F61784C3F1C3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,394,638 | 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 | $495 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,504 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,504 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15,504 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $83,291 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,291 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $83,291 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,206 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,587,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,206 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,330 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,330 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $245,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,001 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $100,125 | TotalAdjNetIncmAmt |
| 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 |
| Legal Fees Rev And Expnss | $2,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,751 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,249 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,456 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,456 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,403 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,403 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,379 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $590 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,989 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,989 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,012 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100,125 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,556 | CashBOYAmt |
| Cash EOY | $270,414 | CashEOYAmt |
| Cash EOYFMV | $270,414 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,689,157 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,415,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,810,747 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,487,904 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $743,453 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $733,130 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $602,864 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $580,347 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,186,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,032,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,394,638 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,186,617 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,032,169 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,186,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,032,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,186,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,032,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,186,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,448 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,032,169 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,032,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $275,000 | $274,811 | $189 | $189 |
| PUBLICLY TRADED SECURITIES | P | $1,311,192 | $1,166,998 | $144,194 | $144,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,206 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $558,221 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,235,118 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106630 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $300,751 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,471,777 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054964 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $359,359 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,994,087 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059952 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $363,866 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,526,055 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065846 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $281,353 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,310,615 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052979 | DistributionYr5Rt |
| Total Distribution | 0.340371 | TotalDistributionRt |
| Average Distribution | 0.068074 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,305,021 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $361,134 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,940 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $363,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $350,285 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,880 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,880 | SubtotalAmt |
| Tax Based On Investment Income | $3,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,701 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,701 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $2,209 | TaxDueAmt |
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 |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 | HCJF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL CITY TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 PRESIDE | 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 |
| 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 | $5,221,839 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,385,808 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,385,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,305,021 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,880 | TotalTaxAmt |
| Distributable Before Adj | $261,371 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $261,371 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $261,371 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,285 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $350,285 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $350,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $261,371 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $77,429 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,219 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,200 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $302,287 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $479,135 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $350,285 | QualifyingDistributionsAmt |
| Applied To Current Year | $261,371 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,914 | RemainingDistriFromCorpusAmt |
| Total Corpus | $568,049 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $568,049 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,429 | ExcessFromYear4Amt |
| Excess From Year3 | $70,219 | ExcessFromYear3Amt |
| Excess From Year2 | $29,200 | ExcessFromYear2Amt |
| Excess From Year1 | $302,287 | ExcessFromYear1Amt |
| Excess From Current Year | $88,914 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TERESA BORCHECK PRESIDENT | 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.HCJF.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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHRISTIAN HOME & BIBLE SCHOOL INC | ||||||
| 301 W 13TH AVENUE | MOUNT DORA | FL | 32757 | PC | NEW PASSENGAR VAN TO TRANSPORT FOR G | $21,750 |
| EASTER SEALS OF FLORIDA | ||||||
| 31600 CAMP CHALLENGE ROAD | SORRENTO | FL | 32776 | PC | 5 SCHOLARSHIP FOR SUMMER CAMP, HURRI | $25,000 |
| HAVEN OF LAKE & SUMTER COUNTIES IN | ||||||
| 2600 SOUTH STREET | LEESBURG | FL | 34748 | PC | SAVE KIDS PROGRAM | $25,000 |
| LAKE COMMUNITY ACTION AGENCY INC | ||||||
| 501 NORTH BAY STREET | EUSTIS | FL | 32736 | PC | SCHOOL READINESS PROGRAM | $25,000 |
| LAKE SUMTER CHILDREN'S ADVOCACY CEN | ||||||
| 300 S CANAL STREET | LEESBURG | FL | 34748 | PC | CASE MANAGER/FAMILY ADVOCATE SHARE C | $25,000 |
| RODEHEAVER BOYS RANCH FOUNDATION | ||||||
| PO BOX 5 | PALATKA | FL | 32178 | PC | PART TIME TUTOR FOR LEARNING CENTER | $10,000 |
| BOYS AND GIRLS CLUB LAKE & SUMTER C | ||||||
| PO BOX 8906179 | LEESBURG | FL | 34789 | PC | HOLIDAY AND AFTER SCHOOL PROGRAM | $25,000 |
| SUMTER COUNTY 4-H ASSOCIATION | ||||||
| 7620 SR 471 | BUSHNELL | FL | 33513 | PC | ARENA WRANGLERS | $4,000 |
| EARLY LEARNING COALITION OF LAKE CO | ||||||
| 1300 CITIZENS BLVD SUITE | LEESBURG | FL | 34748 | PC | SCHOOL READINESS WPEM | $15,000 |
| LAKE CARES INC | ||||||
| 2001 WEST OLD HWY 441 ST | MOUNT DORA | FL | 32757 | PC | WEEKEND BACKPACK FOOD FOR CHILDREN | $5,000 |
| LAKE COMMUNITY ACTION AGENCY INC | ||||||
| 501 NORTH BAY STREET | EUSTIS | FL | 32736 | PC | EDUCATIONAL SERVICES TO 72 CHILDREN | $15,000 |
| SUMTER YOUTH CENTER INC | ||||||
| PO BOX 2092 | BUSHNELL | FL | 33513 | PC | STAFFING FOR HOMEWORK ROOMS | $31,250 |
| CAMP BOGGY CREEK | ||||||
| 30500 BRANTLY BRANCH ROAD | EUSTIS | FL | 32736 | PC | CAMP BOGGY CREEK'S MEDICAL SPECIALTY | $20,000 |
| SOUTHERN SCHOLARSHIP FOUNDATION | ||||||
| PO BOX 14406 | GAINESVILLE | FL | 32604 | PC | COLLEGE HOUSING FOR LAKE AND SUMTER | $6,000 |
| EXPONENT PHILANTHROPY | ||||||
| 1720 N STREET | NW | DC | 20036 | PC | GENERAL OPERATIONS | $750 |
| BOYS & GIRLS CLUB OF LAKE & SUMTER | ||||||
| PO BOX 8906179 | LEESBURG | FL | 34789 | PC | SUMMER BRAIN GAIN | $25,000 |
| BOYS & GIRLS CLUB OF LAKE & SUMTER | ||||||
| PO BOX 8906179 | LEESBURG | FL | 34789 | PC | GENERAL OPERATIONS | $15,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,190 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,504 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,291 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,206 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF TAX PAYMENT | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $245,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,331 | 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 | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $12,751 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,249 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CORP 1.55% 9/22/17 | ||
| AMERICAN EXPRESS CR CORP MTN MTNF 2. | $99,892 | $99,630 |
| CVS HEALTH CORP 2.8% 6/20/2020 | $100,658 | $99,322 |
| FED UNLTRASHORT BOND ISSUE FUND 108 | ||
| GENERAL ELECTRIC CORP 2.2% 10/18/201 | $99,990 | $99,099 |
| ISHARES CORE US AGGREGATE BOND | $192,341 | $186,305 |
| PNC BANK NA NOTE 2.4% 10/18/2019 | $50,141 | $49,743 |
| STRYKER CORP NOTE 1.300% 4/01/2018 | ||
| UNITED HEALTH GROUP INC 1.45% 07/17/ | ||
| US BANCORP 1.95% 11/15/2018 | $100,142 | $99,783 |
| US BK NATL ASSN MINNEAPOLIS 2.125% 1 | $100,289 | $99,248 |
| VANGUARD INFLAT PROTECTED- IV | ||
| VANGUARD SHORT TERM BOND INDEX ADM F |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLEGRAN PLC | ||
| ALPHABET INC CL A | $63,652 | $93,500 |
| AMAZON COM INC | $53,751 | $122,222 |
| AMERICAN ELEC PWR INC | $16,359 | $29,558 |
| APPLE INC | $33,144 | $110,253 |
| ATT INC | $18,035 | $20,523 |
| BERKSHIRE HATHAWAY INC CLASS B NEW | $43,056 | $64,163 |
| BLACKROCK INC | $47,153 | $80,135 |
| BOOKING HLDGS INC. | $38,965 | $73,812 |
| BROADCOM LIMITED | $32,164 | $45,373 |
| CHEVRON CORPORATION | $35,124 | $51,585 |
| COGNIZANT TECHNOLOGY SOL CL A | $24,258 | $57,643 |
| COLGATE PALMOLIVE CO COM | $40,633 | $56,780 |
| CVS HEALTH | $18,772 | $34,167 |
| DANAHER CORP DEL COM | $48,892 | $74,460 |
| DODGE COX INTL STOCK FUND | $376,555 | $425,067 |
| EXXON MOBIL CORP | $45,441 | $51,180 |
| FEDERATED INVESTORS INCOME CLASS B | ||
| FISERV INC COM | $13,041 | $73,181 |
| F5 NETWORKS INC COM | $43,256 | $51,933 |
| GENERAL DYNAMICS CORP COM | $17,856 | $61,522 |
| JOHNSON JOHNSON | $35,841 | $66,987 |
| LABORATORY CORP AMER HLDGS | $27,204 | $59,595 |
| LYONDELLBASEL INDUSTRIES | $33,049 | $42,045 |
| MARATHON PETE CORP | $35,704 | $45,205 |
| MCKESSON CORP | $13,848 | $26,259 |
| METLIFE INC | ||
| MICROSOFT CORP | $26,846 | $102,794 |
| NEXTERA ENERGY INC. | $12,412 | $38,136 |
| ORACLE CORP COMMON | $23,379 | $39,245 |
| PRICE T ROWE GROUP INC COM | $49,633 | $88,030 |
| PRICELINE GRP INC COM NEW | ||
| PRIMECAP ODYSSEY GROWTH | $110,000 | $110,916 |
| PROCTER & GAMBLE CO | $43,642 | $50,487 |
| PUBLIC SVC ENTERPRISE GROUP | $22,359 | $34,967 |
| ROPER ENTERPRISES | $12,893 | $49,642 |
| SCHLUMBERGER LTD | ||
| SCRIPPS NETWORKS INTERACTIVE | ||
| TARGET GROUP | $19,254 | $27,698 |
| THERMO FISHER SCIENTIFIC INCCOM | $20,216 | $84,349 |
| TRAVELERS COS INC | $22,577 | $59,119 |
| UNION PAC COM | $18,000 | $59,959 |
| UNITED TECHNOLOGIEZ CORP | $21,089 | $36,198 |
| US BANCORP DEL COM NEW | $27,252 | $58,238 |
| VANGUARD CONSUMER DISCRETIONARY | $44,065 | $50,560 |
| VANGUARD SMALL CAP INDEX | $315,630 | $431,184 |
| VANGUARD 500 ETF | $317,150 | $378,907 |
| VERIZON COMMUNICATIONS | $30,526 | $40,043 |
| VF CORPORATION | $46,406 | $118,494 |
| VISA INC | $51,759 | $95,426 |
| WAL MART STORES INC COM | $24,597 | $39,207 |
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 | $194,657 |
| FED UNLTRASHORT BOND ISSUE FUND 108 | AT COST | $150,000 | $149,343 |
| VANGUARD INFLAT PROTECTED- IV | AT COST | $170,000 | $155,531 |
| VANGUARD SHORT TERM BOND INDEX ADM F | AT COST | $82,864 | $80,816 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $2,800 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| WEBSITE | $2,541 | $2,541 | |
| POSTAGE | $156 | $156 | |
| INSURANCE | $1,281 | $1,281 | |
| OTHER EXPENSES | $590 | $590 | |
| INTERNET | $401 | $401 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF TAX PAYMENT | Desc |
| Revenue And Expenses Per Books | $1,330 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,330 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $36,912 | Amt |
| Net Investment Income | $18,456 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,456 | DisbursementsCharitablePrpsAmt |
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