VOTUM FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
VOTUM FOUNDATION INC (EIN 59-3580800)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-07
IRS object ID
201803119349101075
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)
Return2018-11-07T16:26:08-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JIM D LEE CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 S FLORIDA AVE STE 530AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP338015268ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593580800EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VOTUM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVOTUBusinessNameControlTxt
Phone8636471581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 330AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33802ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAWRENCE W MAXWELLPersonNm
Person TitlePRES/TREASPersonTitleTxt
Phone8636471581PhoneNum
Signature2018-10-03SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIM LEE CPAPreparerPersonNm
PTINP01233071PTIN
Phone8636867330PhoneNum
Preparation2018-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.190.38.161IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm15:26:08IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id156081F8B8846F308FFE6074E0D959DC93910D70AtSubmissionCreationDeviceId
At Submission Filing Device Id156081F8B8846F308FFE6074E0D959DC93910D70AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,419,851FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,502InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,502InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8,502InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$271,975OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$271,975OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$280,477TotalRevAndExpnssAmt
Total Net Invst Incm$8,502TotalNetInvstIncmAmt
Total Adj Net Incm$280,477TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,118LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$1,118LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$229TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$229TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,347TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,347TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$612,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$612,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$613,847TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$613,847TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$333,370ExcessRevenueOverExpensesAmt
Net Investment Income$8,502NetInvestmentIncomeAmt
Adjusted Net Income$280,477AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,399,590SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,179,419SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,179,419SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$5,823,307OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$4,923,306OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$5,823,307OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$5,823,307OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$3,430,325OtherInvestmentsBOYAmt
Other Investments EOY$3,417,125OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,417,125OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,753,221TotalAssetsBOYAmt
Total Assets EOY$12,419,851TotalAssetsEOYAmt
Total Assets EOYFMV$12,419,851TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$12,753,221UnrestrictedBOYAmt
Unrestricted EOY$12,419,851UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$12,753,221TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,419,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,753,221TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,419,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,753,221TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$333,370ExcessRevenueOverExpensesAmt
Subtotal$12,419,851SubtotalAmt
Tot Net Ast Or Fund Balances EOY$12,419,851TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$359,949AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$350,215AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$422,016AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$423,553AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$338,513AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$85NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$85AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$613,847QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$85InvestmentIncomeExciseTaxAmt
Subtotal$85SubtotalAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Tax Due$85TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAWRENCE W MAXWELLIndividualWithBooksNm
Phone8636471581PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 S FLORIDA AVE SUITE 700AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAWRENCE W MAXWELL
500 S FLORIDA AVE SUITE 700LAKELANDFL33801PRES/TREAS5.00$0$0$0
ANITA K MAXWELL
500 S FLORIDA AVE SUITE 700LAKELANDFL33801VP/SECTRY1.00$0$0$0
AMANDA R DROST
500 S FLORIDA AVE SUITE 700LAKELANDFL33801DIRECTOR1.00$0$0$0
BENJAMIN DE FALK
500 S FLORIDA AVE SUITE 700LAKELANDFL33801DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Total Tax$85TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$613,847ExpensesAndContributionsAmt
Qualifying Distributions$613,847QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$85PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$613,762AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$338,600ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$423,583ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$422,077ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$350,320ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$360,075ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,894,655TotalExcessDistributionCyovAmt
Qualifying Distributions$613,847QualifyingDistributionsAmt
Remaining Distri From Corpus$613,847RemainingDistriFromCorpusAmt
Total Corpus$2,508,502TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$338,600ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,169,902ExcessDistriCyovToNextYrAmt
Excess From Year4$423,583ExcessFromYear4Amt
Excess From Year3$422,077ExcessFromYear3Amt
Excess From Year2$350,320ExcessFromYear2Amt
Excess From Year1$360,075ExcessFromYear1Amt
Excess From Current Year$613,847ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLAWRENCE MAXWELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 SOUTH FLORIDA AVEAddressLine1Txt
Address Line2SUITE 700AddressLine2Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8636471581RecipientPhoneNum
Recipient Email AddressLMAXWELL@CENTURYCOMPANIES.NETRecipientEmailAddressTxt
Form And Info And MaterialsNAME, ADDRESS, TELEPHONE NUMBER, CONTACT PERSON, PURPOSE FOR REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSUPPORT MAY BE MADE FOR A WIDE VARIETY OF CHARITABLE ACTIVITIES INCLUDING EDUCATION, HEALTH, ARTS AND CULTURAL, HUMAN SERVICE, AND CIVIC AND ENVIRONMENTAL PROGRAMS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EQUIP MINISTRIES
2050 SUGARLOAF CIRDULUTHGA30097MINISTRY$100,000
RADIO TRAINING NETWORK INC
5015 S FLORIDA AVE STE409LAKELANDFL33813MINISTRY$100,000
INDIANA WESLEYAN UNIVERSITY
4201 S WASHINGTON STMARIONIN46953EDUCATION$400,000
FLORIDA POLYTECHNIC UNIVERSITY
4700 RESEARCH WAYLAKELANDFL33805EDUCATION$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$612,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,502ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$271,975RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,502ExclusionAmt
Related Or Exempt Function Incm$271,975RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$280,477TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER NOTESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,417,125BookValueAmt
EOYFMV$3,417,125EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$1,118LegalFeesAmt
Disbursements Charitable Prps$1,118DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Revenue And Expenses Per Books$271,975RevenueAndExpensesPerBooksAmt
Adjusted Net Income$271,975AdjustedNetIncomeAmt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1MISCELLANEOUS LOAN ACCTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$5,823,307BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSE & TAXESCategoryTxt
Amt$229Amt
Disbursements Charitable Prps$229DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.