LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC (EIN 81-5460299)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349102958
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T18:54:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2420 S LAKEMONT AVENUE SUITE 410 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815460299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUCIA H BAILEY AND STEPHEN M BAILEY | BusinessNameLine1Txt |
| Business Name Line2 | 2016 FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCI | BusinessNameControlTxt |
| Phone | 4076194265 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4546 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327934546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK S BAILEY | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 4076194265 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONYA KELLY | PreparerPersonNm |
| PTIN | P00846890 | PTIN |
| Phone | 4074786596 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,843,575 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $210,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $208,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $251,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,154 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $418,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $418,190 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,165 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $385 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,780 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,148 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,928 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $462,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $461,928 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $417,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,282 | CashBOYAmt |
| Cash EOY | $16,127 | CashEOYAmt |
| Cash EOYFMV | $16,127 | CashEOYFMVAmt |
| Other Investments BOY | $1,275,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,232,215 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,827,448 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,292,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,248,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,843,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,292,465 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,248,342 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,292,465 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,248,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,292,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,248,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,292,465 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,248,342 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,248,342 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DOVER CORPORATION | 1993-01-15 | 2024-10-11 | $109,082 | $4,446 | $104,636 | $104,636 | |
| SOLVENTUM CORPORATION COM SHS | 1993-03-29 | 2024-04-09 | $34 | $8 | $26 | $26 | |
| MEDTRONIC PLC SHS (IRELAND) | 2015-01-26 | 2024-12-17 | $35,992 | $34,051 | $1,941 | $1,941 | |
| DOVER CORPORATION | 1993-05-17 | 2024-10-11 | $42,158 | $1,819 | $40,339 | $40,339 | |
| DOVER CORPORATION | 1993-05-17 | 2024-12-17 | $63,768 | $2,643 | $61,125 | $61,125 | |
| CAPITAL GAINS DIVIDENDS | $87 | $87 | $87 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,154 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,807 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,807 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,807 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $152 | EsPenaltyAmt |
| Tax Due | $279 | 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 |
| Individual With Books | BAKER TILLY ADVISORY GROUP LP | IndividualWithBooksNm |
| Phone | 4074786596 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2420 S LAKEMONT AVE SUITE 410 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MARK S BAILEY | ||||||||
| PO BOX 4546 | WINTER PARK | FL | 327934546 | PRESIDENT/DIRECTOR | 6.00 | $25,000 | $0 | $0 |
| DONNA J BAILEY | ||||||||
| PO BOX 4546 | WINTER PARK | FL | 327934546 | VICE PRESIDENT/DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,754,691 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,822,444 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,822,444 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,660,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $533,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $533,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,807 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,807 | TotalTaxAmt |
| Distributable Before Adj | $527,198 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $527,198 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $527,198 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $461,928 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $461,928 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $527,198 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $434,626 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $461,928 | QualifyingDistributionsAmt |
| Applied To Year1 | $434,626 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $499,896 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK S BAILEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4546 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327934546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4076194265 | RecipientPhoneNum |
| Form And Info And Materials | MUST SHOW PURPOSE OR NEED FOR GRANT. MUST BE A 501(C)(3) ORGANIZATION AND MUST INCLUDE NAME OF CONTACT PERSON. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BONANZA SOCIETY | |||||||
| 3595 N WEBB ROAD SUITE 200 | WICHITA | KS | 67226 | N/A | N/A | CHARITABLE | $10,000 |
| AOPA FOUNDATION INC | |||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | N/A | N/A | CHARITABLE | $6,000 |
| ASSOCIATION OF SOUTHEASTERN BIOLOGISTS | |||||||
| PO BOX 7874 | MONROE | LA | 71211 | N/A | N/A | CHARITABLE | $10,500 |
| BEERSHEBA SPRINGS MEDICAL CLINIC | |||||||
| 19592 SR 56 | BEERSHEBA SPRINGS | TN | 37305 | N/A | N/A | CHARITABLE | $10,000 |
| CARSON SCHOLARSHIP FUND INC | |||||||
| 305 W CHESAPEAKE AVENUE SUITE 310 | TOWSON | MD | 21204 | N/A | N/A | CHARITABLE | $8,000 |
| CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA | |||||||
| 808 W CENTRAL BLVD | ORLANDO | FL | 32805 | N/A | N/A | CHARITABLE | $8,000 |
| COALITION FOR THE HOMELESS | |||||||
| 18 N TERRY AVE | ORLANDO | FL | 32801 | N/A | N/A | CHARITABLE | $4,500 |
| COAST GUARD FOUNDATION INC | |||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | N/A | N/A | CHARITABLE | $4,000 |
| COLORADO TRAIL FOUNDATION | |||||||
| 122 HALLEYS AVE | SALIDA | CO | 81201 | N/A | N/A | CHARITABLE | $4,000 |
| COMMEMORATIVE AIR FORCE | |||||||
| PO BOX 764769 | DALLAS | TX | 75376 | N/A | N/A | CHARITABLE | $11,000 |
| CONCORD BAPTIST CHURCH OF CHIEFLAND INC | |||||||
| 5551 NW CO RD 336 | CHIEFLAND | FL | 32626 | N/A | N/A | CHARITABLE | $4,500 |
| COVENANT HOUSE FLORIDA | |||||||
| 5931 E COLONIAL DR | ORLANDO | FL | 32807 | N/A | N/A | CHARITABLE | $10,000 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | N/A | N/A | CHARITABLE | $7,500 |
| DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA | |||||||
| 204 WYMORE RD | WINTER PARK | FL | 32789 | N/A | N/A | CHARITABLE | $2,500 |
| FIRST UNITED METHODIST CHURCH WINTER PARK | |||||||
| 125 N INTERLACHEN AVE | WINTER PARK | FL | 32789 | N/A | N/A | CHARITABLE | $2,500 |
| FLORIDA DIVISION UNITED DAUGHTERS OF THE CONFEDERACY | |||||||
| 328 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | N/A | N/A | CHARITABLE | $2,500 |
| GRACE MEDICAL HOME INC | |||||||
| 1417 E CONCORD ST | ORLANDO | FL | 32803 | N/A | N/A | CHARITABLE | $8,500 |
| HABITAT FOR HUMANITY | |||||||
| 1211 8TH ST | BARABOO | WI | 53913 | N/A | N/A | CHARITABLE | $8,500 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | N/A | CHARITABLE | $5,500 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | N/A | CHARITABLE | $11,000 |
| HOPE HELPS INC | |||||||
| 812 EYRIE DR | OVIEDO | FL | 32765 | N/A | N/A | CHARITABLE | $11,500 |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | N/A | N/A | CHARITABLE | $21,000 |
| LEADERSHIP INSTITUTE | |||||||
| 555 WINDERLEY PL SUITE 300 | MAITLAND | FL | 32751 | N/A | N/A | CHARITABLE | $6,000 |
| LEVY COUNTY HISTORICAL SOCIETY | |||||||
| 397 E HATHAWAY AVE | BRONSON | FL | 32621 | N/A | N/A | CHARITABLE | $3,500 |
| LIBERTY COUNSEL | |||||||
| PO BOX 540774 | ORLANDO | FL | 32854 | N/A | N/A | CHARITABLE | $10,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | N/A | N/A | CHARITABLE | $2,500 |
| NAVAL AVIATION MUSEUM FOUNDATION | |||||||
| 1750 RADFORD BLVD SUITE B | NAVAL AIR STATION PENS | FL | 32508 | N/A | N/A | CHARITABLE | $5,500 |
| NEWBERRY CHRISTIAN COMMUNITY SCHOOL | |||||||
| 3536 NW 8TH AVE | GAINESVILLE | FL | 32605 | N/A | N/A | CHARITABLE | $10,000 |
| REACH ORLANDO CHURCH | |||||||
| 3580 ALOMA AVE | WINTER PARK | FL | 32792 | N/A | N/A | CHARITABLE | $90,000 |
| RIVERSIDE CHRISTIAN SCHOOL | |||||||
| 10775 SW 104TH ST | MIAMI | FL | 33176 | N/A | N/A | CHARITABLE | $3,500 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | N/A | CHARITABLE | $10,000 |
| SOUTHEASTERN LEGAL FOUNDATION | |||||||
| 560 WEST CROSSVILLE RD SUITE 104 | ROSWELL | GA | 30075 | N/A | N/A | CHARITABLE | $6,500 |
| SPIRIT OF JOY CHURCH | |||||||
| 1801 ROUSE RD | ORLANDO | FL | 32817 | N/A | N/A | CHARITABLE | $7,500 |
| ST FRANCIS MANOR OF VERO BEACH | |||||||
| 1750 20TH AVENUE | VERO BEACH | FL | 32960 | N/A | N/A | CHARITABLE | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | N/A | N/A | CHARITABLE | $6,500 |
| THE ARC OF LEVY COUNTY | |||||||
| PO BOX 86 | OTTER CREEK | FL | 32683 | N/A | N/A | CHARITABLE | $3,500 |
| THE CROSS BRAND COWBOY CHURCH OF WILLISTON INC | |||||||
| 11915 FM2015 | TYLER | TX | 75708 | N/A | N/A | CHARITABLE | $4,000 |
| THE FEDERALIST SOCIETY | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | N/A | N/A | CHARITABLE | $5,000 |
| THE NATIONAL FOUNDATION FOR GUN RIGHTS INC | |||||||
| PO BOX 1776 | LOVELAND | CO | 80539 | N/A | N/A | CHARITABLE | $5,000 |
| THE NATIONAL NAVY UDT-SEAL MUSEUM | |||||||
| 3300 N HWY A1A | FORT PIERCE | FL | 34949 | N/A | N/A | CHARITABLE | $3,500 |
| TRACK SHACK YOUTH FOUNDATION | |||||||
| 1104 N MILLS AVE | ORLANDO | FL | 32803 | N/A | N/A | CHARITABLE | $1,500 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | N/A | CHARITABLE | $6,500 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | N/A | N/A | CHARITABLE | $10,000 |
| VNA HOSPICE FOUNDATION INC | |||||||
| 920 37TH PLACE 101 | VERO BEACH | FL | 32960 | N/A | N/A | CHARITABLE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $210,036 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $208,154 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $418,190 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $418,190 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME OF THE FOUNDATION IS DISTRIBUTED TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. |
| 8 | INCOME OF THE FOUNDATION IS DISTRIBUTED TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,232,215 | BookValueAmt |
| EOYFMV | $10,827,448 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $4,200 | $0 | $4,200 |
| OFFICE SUPPLIES | $496 | $0 | $496 |
| LICENSES | $61 | $0 | $61 |
| POSTAGE | $73 | $0 | $73 |
| TELEPHONE | $1,318 | $0 | $1,318 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $385 | $385 | $0 |
| TAXES | $8,780 | $0 | $8,780 |
Comments