HARRELL FAMILY CHARITIES INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HARRELL FAMILY CHARITIES INC (EIN 81-3385481)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-06
- IRS object ID
- 201802499349100510
- 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
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-06T11:35:34-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | 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 | 33801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN BALLARD | PreparerPersonNm |
| PTIN | P01451787 | PTIN |
| Phone | 8636805600 | PhoneNum |
| Preparation | 2018-08-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,086,291 | 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 | $2,125,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $598,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,135,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,435 | 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 |
| Legal Fees Rev And Expnss | $164 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $82 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $82 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,372 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,122 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,250 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,342 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,725,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,725,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,751,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,736,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $384,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $646,921 | CashBOYAmt |
| Cash EOY | $23,687 | CashEOYAmt |
| Cash EOYFMV | $23,687 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $23,314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,314 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $984,140 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,039,290 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $646,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,031,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,086,291 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $646,921 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,031,141 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $646,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,031,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $646,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,031,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $646,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $384,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,031,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,031,141 | 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 | $598,000 | $598,243 | -$243 | -$243 | |
| CAPITAL GAINS DIVIDENDS | $134 | $134 | $134 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$109 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,079 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $127,443 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102626 | DistributionYr1Rt |
| Total Distribution | 0.102626 | TotalDistributionRt |
| Average Distribution | 0.102626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $478,280 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,084 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,084 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,736,892 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
| 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 | $380,557 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $485,563 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $485,563 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $478,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,914 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $23,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,914 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,736,892 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,736,892 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,736,892 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $10,216 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,216 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,736,892 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,914 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,712,978 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,723,194 | 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 | $1,723,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,216 | ExcessFromYear1Amt |
| Excess From Current Year | $1,712,978 | 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 (54 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 | ANNUAL FUNDRAISING BANQUET | $20,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 237 EAST MARKS ST | ORLANDO | FL | 32803 | PC | GENERAL FUND, POLK HEART & STROKE BALL | $15,000 |
| BARTOW HIGH SCHOOL ATHLETIC BOOSTER CLUB | ||||||
| 1270 S BROADWAY AVENUE | BARTOW | FL | 33830 | PC | BHS BOYS & GIRLS GOLF TEAM TOURANMENT | $100 |
| 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 | CATAPULT 2.0 PROJECT | $200,000 |
| CENTER FOR MARRIAGE & FAMILY ENRICHMENT | ||||||
| 301 N FLORIDA AVE | LAKELAND | FL | 33614 | PC | GENERAL FUND | $20,000 |
| CENTRAL FL SPEECH & HEARING CTR | ||||||
| 3020 LAKELAND HIGHLANDS RD | LAKELAND | FL | 33803 | PC | GENERAL FUND | $12,000 |
| 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 | BUILDING CONVERSATIONS | $12,500 |
| EVIE BODIFORD | ||||||
| 9151 LEHALL SQUARE WEST | LAKELAND | FL | 33810 | I | DONATION - RAISING PIG WITH FFA | $200 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 2001 UNIVERSITY AVE SE 100 | MINNEAPOLIS | MN | 55414 | PC | LHS FOOTBALL CAMP; GENERAL FUND | $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 | $202,000 |
| GEORGIA STATE UNIVERSITY ATHLETIC FOUNDATION | ||||||
| PO BOX 8115 | STATESBORO | GA | 30460 | PC | THE THOMAS SHARKEY MEMORIAL GOLF OPERATIONS ENDOWMENT FUND | $54,000 |
| GEORGIA STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 2668 | ATLANTA | GA | 303012668 | PC | GOLF TEAM | $2,000 |
| GOLDEN CORNER RESPITE CARE PROGRAM | ||||||
| 214 NORTHAMPTON RD | SENECA | SC | 29672 | PC | IN MEMORIAM OF MARIE CUNEO ROBERTS | $250 |
| GOSPEL INC | ||||||
| 310 PLUM ST | LAKELAND | FL | 33801 | PC | GENERAL FUND | $15,000 |
| GREATER TAMPA BAY AREA COUNCIL | ||||||
| 13228 N CENTRAL AVE | TAMPA | FL | 33612 | PC | 2017 LAKELAND DISTINGUISHED CITIZEN AWARD DINNER | $500 |
| HARBOR COMMUNITY CHURCH | ||||||
| 5910 CORTEZ RD W STE 120 | BRADENTON | FL | 34210 | PC | IN MEMORIAM: JIM EISNER | $500 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | PC | GENERAL FUND | $1,000 |
| INNERACT ALLIANCE | ||||||
| 621 FLORIDA AVE S | LAKELAND | FL | 33801 | PC | 2017 RED RIBBON RUN SPONSOR | $1,000 |
| LAKELAND CHRISTIAN SCHOOL | ||||||
| 1111 FOREST PARK STREET | LAKELAND | FL | 33803 | PC | GENERAL FUND, BUILDING FUND, VIKING FUND, SCHOLARSHIP FUND | $285,000 |
| LAKELAND FOOTBALL CENTURY CLUB | ||||||
| 726 HOLLINGSWORTH RD | LAKELAND | FL | 33801 | SO III NFI | GENERAL FUND | $500 |
| LAKELAND REGIONAL HEALTH FOUNDATION | ||||||
| 1324 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | SO I | 100TH ANNIVERSARY GALA, IN MEMORIAM: ELEANORE HAWLEY, SYLVIA SMELTZLY, ANNE TUCKER | $221,500 |
| LAKELAND VOLUNTEERS IN MEDICINE | ||||||
| 1021 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | PC | TRIPLE CROWN SPONSORSHIP 2017 | $10,000 |
| LEARNING RESOURCE CENTER | ||||||
| 1628 FLORIDA AVE S | LAKELAND | FL | 33803 | PC | GENERAL FUND | $1,000 |
| LIGHTHOUSE MINISTRIES INC | ||||||
| PO BOX 3112 | LAKELAND | FL | 33802 | PC | GENERAL FUND | $15,000 |
| LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA INC | ||||||
| 1101 W SLIGH AVE | TAMPA | FL | 33604 | PC | SUNSET SAFARI | $250 |
| MISSION TO THE WORLD PCA INC | ||||||
| 1600 NORTH BROWN RD | LAWRENCEVILLE | GA | 30043 | PC | GENERAL FUND | $7,000 |
| NAOMI'S VILLAGE | ||||||
| PO BOX 270057 | FLOWER MOUND | TX | 750270057 | PC | OUTREACH | $2,000 |
| NEW HARVEST MISSIONS INTERNATIONAL | ||||||
| PO BOX 458 | ELFERS | FL | 34680 | PC | GENERAL FUND | $10,000 |
| PARKER STREET MINISTRIES INC | ||||||
| 719 N MASSACHUSETTS AVE | LAKELAND | FL | 33801 | PC | SPONSORSHIP FOR GOLF TOURNAMENT FUNDRAISER & GENERAL FUND | $80,000 |
| PCA MISSION TO NORTH AMERICA | ||||||
| 1700 N BROWN RD 101 | LAWRENCEVILLE | GA | 30043 | PC | MINISTRY SUPPORT FUND | $10,000 |
| POLK ECUMENICAL ACTION COUNCIL FOR EMPOWERMENT | ||||||
| 145 E EDGEWOOD DR | LAKELAND | FL | 33803 | PC | GENERAL FUND | $5,000 |
| PRESBYTERIAN CHURCH OF FREDERICKSBURG | ||||||
| 810 PRINCESS ANNE ST | FREDERICKSBURG | VA | 22401 | PC | IN MEMORIUM OF ELEANOR BAILEY | $500 |
| REDEEMER SOUTHWEST CHURCH | ||||||
| 1300 3RD SW | WINTER HAVEN | FL | 33880 | PC | GENERAL FUND | $10,000 |
| ROTARY CLUB OF LAKELAND SOUTH | ||||||
| 701 LIME STREET | LAKELAND | FL | 33815 | NC | SPONSORSHIP FOR ROTARY BENEFIT CONCERT 2017 | $2,500 |
| ROTARY CLUB OF SYLACAUGA | ||||||
| 315 W HICKORY | SYLACAUGA | AL | 35150 | NC | TIER 1 SPONSORSHIP OF SYLACAUGA ROTARY WEEK | $750 |
| SALVATION ARMY | ||||||
| 2620 KATHLEEN RD | LAKELAND | FL | 33810 | PC | WISH LIST: MATTRESS PROTECTORS AND HYGIENE ITEMS, FUNDING GAP, FRIENDS OF THE ARMY DINNER | $50,000 |
| SCRIPPS RESEARCH INSTITUTE | ||||||
| 130 SCRIPPS WAY | JUPITER | FL | 33458 | PC | RESEARCH FUND | $3,000 |
| SEEJESUS NET | ||||||
| 267 MORWOOD RD | TELFORD | PA | 18969 | PC | GENERAL FUND | $85,000 |
| 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 |
| THE FALLS ADVENTURE INC | ||||||
| 4798 SOUTH FLORIDA AVE | LAKELAND | FL | 33813 | 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, ICONICITY | $155,000 |
| UNITED WAY OF CENTRAL FLORIDA | ||||||
| 5605 US-98 | LAKELAND | FL | 33812 | PC | FOR THE SALVATION ARMY | $10,000 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | ||||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | PC | GENERAL FUND | $60,000 |
| VISTE | ||||||
| 1232 E MAGNOLIA ST | LAKELAND | FL | 33801 | PC | VISTEBALL SPONSORSHIP | $15,000 |
| WESTMINSTER THEOLOGICAL SEMINARY | ||||||
| 2960 CHURCH ROAD | GLENSIDE | PA | 19038 | PC | GENERAL FUND | $10,000 |
| WINTER HAVEN HIGH SCHOOL | ||||||
| 600 6TH ST SE | WINTER HAVEN | FL | 33880 | PC | GIRLS BASKETBALL SPONSORSHIP | $250 |
| YOUTH FOR CHRIST POLK COUNTY | ||||||
| PO BOX 2584 | WINTER HAVEN | FL | 33883 | PC | GENERAL FUND | $20,000 |
| YOUTH FOR CHRIST USA | ||||||
| 7670 S VAUGHN CT | ENGLEWOOD | CO | 80112 | PC | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,725,550 | 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 | $10,435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,326 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,326 | 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 (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| ROTARY CLUB OF LAKELAND | ||
| 1a(1) | $2,500 | CHARITABLE CONTRIBUTION |
| ROTARY CLUB OF SYLACAUGA | ||
| 1a(1) | $750 | CHARITABLE CONTRIBUTION |
| FLORIDA HOUSE COUNCIL AT LAKELAND | ||
| 1a(1) | $250 | CHARITABLE CONTRIBUTION |
| 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 | $2,125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $151,827 | $151,381 |
| MFO BLACKROCK FDS HIGH YIELD BD PORTFOLIO INSTL CL (BHYIX) - 23.34 SHARES | AT COST | $35,002 | $35,124 |
| MFC VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF (VEU) | AT COST | $223,660 | $235,187 |
| MFC VANGUARD TOTAL STOCK (VTI) | AT COST | $563,651 | $607,331 |
| MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD (NGREX) | AT COST | $10,000 | $10,267 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $164 | LegalFeesAmt |
| Net Investment Income | $82 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $82 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST FEES | $2,872 | $2,872 | $0 |
| MANAGEMENT FEES | $22,500 | $11,250 | $11,250 |