U S FAMILY FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
U S FAMILY FOUNDATION INC (EIN 59-3412016)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-14
IRS object ID
201842269349301354
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-08-14T10:33:19-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591638720PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARDLOW & CASH PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 426AddressLine1Txt
CityCRYSTAL RIVERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34423ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593412016EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1U S FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUSFABusinessNameControlTxt
Phone3527268130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 PLEASANT GROVE ROADAddressLine1Txt
CityINVERNESSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP344525725ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ PAUL CASHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3527268130PhoneNum
Signature2018-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJONATHAN PAUL CASHPreparerPersonNm
PTINP00038765PTIN
Phone3527953212PhoneNum
Preparation2018-08-07PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJONATHAN PAUL CASHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 PLEASANT GROVE ROADAddressLine1Txt
CityINVERNESSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP344525725ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,279,587GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.USFAMILYFOUNDATION.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO CREATE AND ADMINISTER ENDOWMENTS TO SUPPORT 501(C)(3) CHARITIES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$292,597PYContributionsGrantsAmt
CY Contributions Grants$1,681,988CYContributionsGrantsAmt
PY Program Service Revenue$18,792PYProgramServiceRevenueAmt
CY Program Service Revenue$45,404CYProgramServiceRevenueAmt
PY Investment Income$410,921PYInvestmentIncomeAmt
CY Investment Income$2,087,105CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$722,310PYTotalRevenueAmt
CY Total Revenue$3,814,497CYTotalRevenueAmt
PY Grants And Similar Paid$263,249PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,449,377CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,014CYTotalFundraisingExpenseAmt
PY Other Expenses$263,297PYOtherExpensesAmt
CY Other Expenses$297,627CYOtherExpensesAmt
PY Total Expenses$526,546PYTotalExpensesAmt
CY Total Expenses$1,747,004CYTotalExpensesAmt
PY Revenues Less Expenses$195,764PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,067,493CYRevenuesLessExpensesAmt
Total Assets BOY$17,620,137TotalAssetsBOYAmt
Total Assets EOY$20,336,017TotalAssetsEOYAmt
Total Liabilities BOY$22,748TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,242TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,597,389NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,332,775NetAssetsOrFundBalancesEOYAmt
MissionTO CREATE AND ADMINISTER ENDOWMENTS TO SUPPORT 501(C)(3) CHARITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,571,583ExpenseAmt
Grant$1,449,377GrantAmt
Revenue$2,132,509RevenueAmt
DescOVERSIGHT AND ADMINISTRATION OF 26 ENDOWMENTS BENEFITING OVER 90 DIFFERENT 501(C)(3) CHARITIES. MADE CONTRIBUTIONS TO QUALIFYING EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ORGANIZATIONS.Desc
Total Program Service Expenses$1,571,583TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JONATHAN PAUL CASHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3527953212PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1154 SE 7TH AVENUEAddressLine1Txt
CityCRYSTAL RIVERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34429ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JONATHAN PAUL CASH
PRESIDENT/EXECUTIVE DIR8.00Yes (X)Yes (X)$0$0$0
KAREN THURMAN
DIRECTOR0.10Yes (X)$0$0$0
JEWEL LAMB
DIRECTOR0.10Yes (X)$0$0$0
GERRY MULLIGAN
DIRECTOR0.10Yes (X)$0$0$0
WANN VAN ROBINSON
DIRECTOR0.10Yes (X)$0$0$0
ROBERT MARTIN
DIRECTOR0.10Yes (X)$0$0$0
CARSON BOMAR
DIRECTOR0.10Yes (X)$0$0$0
ROBERT C WARDLOW III
SECRETARY/TREAS1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,681,988AllOtherContributionsAmt
Total Contributions$1,681,988TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFUND MANAGEMENTDesc
Business900099BusinessCd
Total Revenue Column$45,404TotalRevenueColumnAmt
Related Or Exempt Func Income$45,404RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$45,404TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$589,307TotalRevenueColumnAmt
Related Or Exempt Func Income$589,307RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,962,888SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,465,090SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,497,798SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,497,798TotalRevenueColumnAmt
Related Or Exempt Func Income$1,497,798RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,814,497TotalRevenueColumnAmt
Related Or Exempt Func Income$2,132,509RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,449,377TotalAmt
Program Services$1,449,377ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$174,607TotalAmt
Program Services$13,818ProgramServicesAmt
Management And General$160,789ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,500TotalAmt
Management And General$8,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$107,242TotalAmt
Program Services$107,242ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,014TotalAmt
Fundraising$3,014FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$904TotalAmt
Program Services$904ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,906TotalAmt
Management And General$1,906ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BANK CHARGES$662$242$420
SUPPLIES$526$526
TAXES & LICENSES$266$266

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,747,004TotalAmt
Program Services$1,571,583ProgramServicesAmt
Management And General$172,407ManagementAndGeneralAmt
Fundraising$3,014FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$401,386BOYAmt
EOY$818,405EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,006,127BOYAmt
EOY$1,542,397EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,190,065BOYAmt
EOY$17,971,955EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$22,559BOYAmt
EOY$3,260EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,620,137BOYAmt
EOY$20,336,017EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,748BOYAmt
EOY$3,242EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,748BOYAmt
EOY$3,242EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,591,262BOYAmt
EOY$18,790,378EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,006,127BOYAmt
EOY$1,542,397EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,597,389BOYAmt
EOY$20,332,775EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,620,137BOYAmt
EOY$20,336,017EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,067,493ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$535,760NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$132,133OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$903,826CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,557,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$885,263CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$292,597CurrentTaxYearMinus1YearAmt
Current Tax Year$1,277,851CurrentTaxYearAmt
Total$9,917,331TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$903,826CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,557,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$885,263CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$292,597CurrentTaxYearMinus1YearAmt
Current Tax Year$1,277,851CurrentTaxYearAmt
Total$9,917,331TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$9,917,331PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$999,081CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,088,462CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,020,505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$410,921CurrentTaxYearMinus1YearAmt
Current Tax Year$2,087,105CurrentTaxYearAmt
Total$5,606,074TotalAmt
FieldValueIRS element (for citing)
Total Support$15,523,405TotalSupportAmt
Public Support CY1700.63890PublicSupportCY170Pct
Public Support PY1700.70610PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held26DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,277,851DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,449,377DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$20,336,017DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescANNUITY LIABILITYDesc
Amt$3,242Amt
FieldValueIRS element (for citing)
Total Liability$3,242TotalLiabilityAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (45 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SACRED HEART SOUTHERN MISSIONS INC DBA SACRED HEART LEAGUE
6050 HIGHWAY 161 NORTHWALLSMS38680640358092501(C)(3)$31,108FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
ST JOSEPH'S INDIAN SCHOOL
PO BOX 100CHAMBERLAINSD57325460235912501(C)(3)$31,117FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
THE CARMELITE FATHERS INC
PO BOX 868MIDDLETOWNNY10940141457918501(C)(3)$31,108FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
CITRUS COUNTY FELLOWSHIP OF CHRISTIAN ATHLETES
1950 HIGHWAY 41 NORTHINVERNESSFL34450440610626501(C)(3)$27,021FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
KEY CENTER FOUNDATION INC
5399 W GULF TO LAKE HIGHWAYLECANTOFL34461593200079501(C)(3)$36,872FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
SHERIFF'S YOUTH RANCH
PO BOX 2000BOYS RANCHFL32064237303117501(C)(3)$59,035FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
YMCA OF THE SUNCOAST
2469 ENTERPRISE ROADCLEARWATERFL33763590810731501(C)(3)$37,854FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
HARVARD BUSINESS SCHOOL FUND
SOLDIERS FIELDBOSTONMA02163042103580501(C)(3)$68,946FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002237327730501(C)(3)$49,247FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
NATURE COAST EMERGENCY MEDICAL FOUNDATION INC
3876 W COUNTRY HILL DRLECANTOFL34461651021027501(C)(3)$38,084FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
NAVY-MARINE CORPS RELIEF SOCIETY
875 N RANDOLPH ST SUITE 225ARLINGTONVA22203530204618501(C)(3)$49,247FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
OPERATION SMILE INC
3641 FACULTY BLVDVIRGINIA BEACHVA234538000541460147501(C)(3)$37,019FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
SUBMARINE FORCE LIBRARY & MUSEUM ASSOCIATION
1 CRYSTAL LAKE ROADGROTONCT06340237281074501(C)(3)$49,246FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
US NAVY MEMORIAL FOUNDATION
3651 MARS HILL RD SUITE 200BWATKINSVILLEGA30677521104476501(C)(3)$49,247FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
AFRICA UNIVERSITY
PO BOX 340007NASHVILLETN372030007621356848501(C)(3)$17,807FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
AMERICAN HEART ASSOCIATION
11207 BLUE HERON BLVD NORTHST PETERSBURGFL33716135613797501(C)(3)$7,000FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
AMERICAN RED CROSS CITRUS COUNTY CHAPTER
4218 W GULF TO LAKE HIGHWAYLECANTOFL34461530196605501(C)(3)$19,699FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
ECKERD CAMP E-NINI-HASSEE
7027 E STAGE COACH TRAILFLORAL CITYFL34436592551416501(C)(3)$15,203FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403526065757501(C)(3)$25,950FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
CHILDREN'S MERCY HOSPITAL FOUNDATION
2401 GILLHAM RDKANSAS CITYMO64108521640402501(C)(3)$21,293FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
CITRUS ABUSE SHELTER ASSOCIATION
PO BOX 205INVERNESSFL344510205592335910501(C)(3)$21,562FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
CITRUS COUNTY ANIMAL SHELTER
4030 S AIRPORT RDINVERNESSFL34450596000548501(C)(3)$11,981FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
CITRUS COUNTY HISTORICAL SOCIETY
1 COURTHOUSE SQUAREINVERNESSFL34450592326836501(C)(3)$51,487FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
CITRUS UNITED BASKET
1205 PARKSIDE AVEINVERNESSFL34450592553570501(C)(3)$15,144FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
DISABLED AMERICAN VETERANS
PO BOX 36529CINCINNATIOH45236521521276501(C)(3)$15,434FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
FAMILY DEVELOPMENT CENTER
300 JERRYS DRROSEBURGOR97470930851068501(C)(3)$9,333FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
FIRST BAPTIST CHURCH OF CRYSTAL RIVER
700 N CITRUS AVECRYSTAL RIVERFL34428593265653501(C)(3)$19,699FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
FLORIDA UNITED METHODIST CHILDREN'S HOME
504 E PARIS STTAMPAFL33604590638479501(C)(3)$17,854FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
FRIENDS OF THE CENTRAL RIDGE LIBRARY
425 W ROOSEVELT BLVDBEVERLY HILLSFL34465650646288501(C)(3)$7,500FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
FRIENDS OF THE COASTAL REGION LIBRARY
8619 W CRYSTAL STCRYSTAL RIVERFL34428596000548501(C)(3)$19,699FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
GIDEONS OF CITRUS COUNTY
PO BOX 1183CRYSTAL RIVERFL34423362270051501(C)(3)$10,000FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
GOLD SHIELD FOUNDATION
PO BOX 271791TAMPAFL33688592236362501(C)(3)$28,054FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
H LEE MOFFITT CANCER CENTER
12902 MAGNOLIA DRTAMPAFL33612593238636501(C)(3)$5,472FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
HOPE SERVICES
PO BOX 98ROSEBURGOR97470930884874501(C)(3)$35,000FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD SUITE N2100BALTIMOREMD21211520595110501(C)(3)$5,752FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
LIFE CHOICE CARE CENTER
1300 HIGHWAY 41N SUITE BINVERNESSFL34450593597090501(C)(3)$6,310FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
OUR LADY OF FATIMA CATHOLIC CHURCH
550 US HIGHWAY 41INVERNESSFL34450501(C)(3)$13,567FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
PRECEPT MINISTRIES INTERNATIONAL
PO BOX 182218CHATTANOOGATN37422620841438501(C)(3)$100,000FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
SALVATION ARMY
PO BOX 1630LECANTOFL34460580660607501(C)(3)$30,750FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
SHRINER'S HOSPITAL FOR CHILDREN
1645 W 8TH STERIEPA16505042121377501(C)(3)$8,142FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
UNIV OF SOUTH FLORIDA SUNCOAST GERONTOLOGY CENTER
1201 BRUCE B DOWNS BLVDTAMPAFL33612501(C)(3)$8,142FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
THE ROTARY FOUNDATION
1560 SHERMAN AVEEVANSTONIL60201363245072501(C)(3)$8,144FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
NAVY SUPPLY CORPS FOUNDATION
3651 MARS HILL RD SUITE 200BWATKINSVILLEGA30677237066533501(C)(3)$19,699FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
TOGETHER WE CAN INC
1416 EWING DRGARNERNC27529010931113501(C)(3)$6,000FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
YMCA OF DOUGLAS COUNTY
1151 NW STEWART PKWYROSEBURGOR97471930395593501(C)(3)$50,000FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY
FieldValueIRS element (for citing)
Total501c3 Org45Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ROBERT C WARDLOW III
BUSINESS$97,496ROBERT C WARDLOW IS AN EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTS. CPA FIRM HAS COMPENSATION PROVIDED BY OVER 1,000 CLIENTS OTHER THAN THE FOUNDATION. FOUNDATION DOES NOT COMPENSATE ANY OF THE ABOVE INDIVIDUALLY.0
JONATHAN PAUL CASH
BUSINESS$97,496JONATHAN PAUL CASH IS AN EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTS. CPA FIRM HAS COMPENSATION PROVIDED BY OVER 1,000 CLIENTS OTHER THAN THE FOUNDATION. FOUNDATION DOES NOT COMPENSATE ANY OF THE ABOVE INDIVIDUALLY.0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE PRESIDENT, EXECUTIVE DIRECTOR AND SECRETARY/TREASURER ALL WORK FOR THE SAME CPA FIRM WHICH PROVIDES ALL MANAGEMENT AND ACCOUNTING SERVICES TO THE FOUNDATION AT STANDARD RATES. SEE SCHEDULE L PART IV.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD PRIOR TO FILING. IF NECESSARY, ANY CHANGES TO FORM 990 ARE MADE PRIOR TO SUBMITTING THE RETURN.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAINTAINS COPIES OF THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS WELL AS COPIES OF FORM 990. ANY REQUEST FOR SUCH INFORMATION IS HONORED.
FORM 990, PART XI, LINE 9:ACTUARIAL CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 132,133.

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