HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC (EIN 59-3010451)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-01-11
- IRS object ID
- 201700119349100505
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-11T15:33:04-06:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 W MORSE BLVD SUITE 200 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327893750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593010451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANS AND CAY JACOBSEN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANS | BusinessNameControlTxt |
| Phone | 4078106672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2149 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32790 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA BORCHECK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4078106672 | PhoneNum |
| Signature | 2017-01-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH E MARSHALL CPA | PreparerPersonNm |
| PTIN | P00748415 | PTIN |
| Phone | 4076447455 | PhoneNum |
| Preparation | 2017-01-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,368,654 | 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 | $64 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $100,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,865 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,062,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,042 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $254,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,199 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,199 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,988 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,763 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,898 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,949 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,949 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,372 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,372 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,404 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,404 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,401 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $362,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,751 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$107,712 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,251 | CashBOYAmt |
| Cash EOY | $73,873 | CashEOYAmt |
| Cash EOYFMV | $73,873 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,650,111 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,541,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,454,063 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,810,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,841,395 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,840,718 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,564,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,456,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,368,654 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,564,380 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,456,668 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,564,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,456,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,564,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,456,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,564,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$107,712 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,456,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,456,668 | 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 |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,061,205 | $2,908,641 | $152,564 | $152,564 |
| CAPITAL GAIN DISTRIBUTIONS | $1,478 | $1,478 | $1,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,042 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $359,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,994,087 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059952 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $363,866 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,526,055 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065846 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $281,353 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,310,615 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052979 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,179 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,121,082 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043190 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $226,363 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,972,921 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045519 | DistributionYr5Rt |
| Total Distribution | 0.267486 | TotalDistributionRt |
| Average Distribution | 0.053497 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,471,777 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $292,724 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,038 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $294,762 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,751 | 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 | $2,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,650 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,650 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,612 | OverpaymentAmt |
| Applied To ES Tax | $4,612 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WWW.HCJF.ORG | WebsiteAddressTxt |
| Individual With Books | CAPITAL CITY TRUST COMPANY | IndividualWithBooksNm |
| Phone | 8668209671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1549 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TERESA W BORCHECK | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | PRESIDENT | 10.00 | $14,000 | $0 | $0 |
| W THOMAS BROOKS | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | VICE PRESIDENT | 2.00 | $6,000 | $0 | $0 |
| BRIAN BROOKS | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | TREASURER | 2.00 | $6,000 | $0 | $0 |
| SHANNON MCLIN CARLYLE | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | SECRETARY | 2.00 | $6,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $5,311,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,555,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,555,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,471,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $273,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,038 | TotalTaxAmt |
| Distributable Before Adj | $271,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $271,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $271,551 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,751 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,751 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,038 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $298,713 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $77,429 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,219 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,648 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,751 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $271,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,200 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $176,848 | 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 | $176,848 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $77,429 | ExcessFromYear2Amt |
| Excess From Year1 | $70,219 | ExcessFromYear1Amt |
| Excess From Current Year | $29,200 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TERESA BORCHECK PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2149 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4078106672 | RecipientPhoneNum |
| Recipient Email Address | INFO@HCJF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT THE FOUNDATION DIRECTLY OR VISIT THE FOUNDATION'S WEBSITE AT WWW.HCJF.ORG FOR INFORMATION REGARDING FORM AND CONTENT OF APPLICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS ARE TO BE RECEIVED BY APRIL 15 AND NOVEMBER 1 FOR CONSIDERATION AT THE SEMIANNUAL MEETINGS | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GENERALLY RESTRICTED TO PROGRAMS WHICH ASSIST CHILDREN AND YOUNG ADULTS, IN THE AREAS OF HEALTH, EDUCATION, CULTURE, RECREATION, AND ANY OTHER PROGRAM THAT WILL ADD TO THE BETTERMENT OF THEIR LIFE AND THEIR PARTICIPATION AS GOOD CITIZENS. GRANTS ARE EGENERALLY RESTRICTED TO PROGRAMS CONDUCTED IN LAKE AND SUMTER COUNTY FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASBURY UNITED METHODIST CHURCH | ||||||
| 220 W HORATIO AVENUE | MAITLAND | FL | 32751 | RELIGOIUS ORGANIZATI | MISSION TRIP | $500 |
| BOYS & GIRLS CLUB OF LAKE & SUMTER COUNTIES INC | ||||||
| PO BOX 896179 | LEESBURG | FL | 34789 | EDUCATIONAL ORGANIZA | PROJECT LEARN AND THE HOLIDAY BREAK, AND SUMMER BRAIN GAIN | $50,000 |
| CHRISTIAN HOME AND BIBLE SCHOOL | ||||||
| 301 WEST 13TH AVENUE | MOUNT DORA | FL | 32757 | EDUCATIONAL ORGANIZA | ACADEMIC COACHING SERVICES | $42,500 |
| EASTER SEALS - CAMP CHALLENGE | ||||||
| 31600 CAMP CHALLENGE RD | SORRENTO | FL | 32776 | CHARITABLE ORGANIZAT | SUMMER CAMP EXPERIENCE FOR LAKE COUNTY YOUTH UNDER THE AGE OF 19 | $25,000 |
| HAVEN OF LAKE & SUMTER COUNTIES INC | ||||||
| 2600 SOUTH STREET | LEESBURG | FL | 34748 | CHARITABLE ORGANIZAT | THE CHILDREN'S DV/SA PROGRAM | $25,000 |
| LAKE SUMTER CHILDRENS ADVOCACY CENTER INC | ||||||
| 300 SOUTH CANAL STREET | LEESBURG | FL | 34748 | CHARITABLE ORGANIZAT | COUNSELING PROGRAM AND OPERATIONS | $27,800 |
| LAKE SUMTER STATE COLLEGE FOUNDATION | ||||||
| 9501 US HWY 441 | LEESBURG | FL | 34788 | EDUCATIONAL ORGANIZA | JOHNSON SCHOLARS STEM MATCH PROGRAM | $5,600 |
| QUEST INC | ||||||
| PO BOX 531125 | ORLANDO | FL | 32853 | CHARITABLE ORGANIZAT | CAMP THUNDERBIRD CAMPERSHIPS FOR LAKE AND SUMTER COUNTY CHILDREN | $12,000 |
| SOUTHERN SCHOLARSHIP FOUNDATION | ||||||
| PO BOX 14406 | GAINESVILLE | FL | 32604 | EDUCATIONAL ORGANIZA | COLLEGE HOUSING FOR LAKE AND SUMTER COUNTY STUDENTS | $6,000 |
| SUMTER COUNTY YOUTH CENTER | ||||||
| PO BOX 2092 | BUSHNELL | FL | 33513 | CHARITABLE ORGANIZAT | HOMEWORK AND TUTORIAL PROGRAMS | $20,440 |
| THE BOGGY CREEK GANG INC | ||||||
| 30500 BRANTLEY BRANCH RD | EUSTIS | FL | 32736 | CHARITABLE ORGANIZAT | THERAPEUTIC CAMP PROGRAMS | $20,000 |
| BEACON COLLEGE | ||||||
| 105 E MAIN ST | LEESBURG | FL | 34748 | EDUCATIONAL ORGANIZA | RENOVATING BUILDING FACADE | $15,000 |
| HOOPS LIFE CARES INC | ||||||
| PO BOX 25672 | ALEXANDRIA | VA | 22314 | EDUCATIONAL ORGANIZA | BASKETBALL CAMP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,840 | 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 | $100,865 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,042 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $254,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,907 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $11,750 | Amt |
| Net Investment Income | $9,988 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,763 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CORP 1.55% 9/22/2017 | $100,295 | $100,172 |
| AMERICAN EXPRESS CR CORP MTN MTNF 2.125% 3/18/19 | $99,890 | $101,382 |
| CVS HEALTH CORP 2.8% 6/20/2020 | $101,155 | $102,865 |
| FED ULTRASHORT BOND ISSUE FUND 108 | $150,000 | $149,343 |
| GENERAL ELECTIRC 1.50% 07/12/2016 | $150,571 | $150,141 |
| GENERAL ELECTRIC CORP 2.2% 1/9/2020 | $99,990 | $102,214 |
| IBM CORP 1.25% 2/6/2017 | $100,433 | $100,335 |
| ISHARES CORE US AGGREGATE BOND | $192,341 | $193,725 |
| PNC BANK NA NOTE 2.4% 10/18/2019 | $50,325 | $50,928 |
| STRYKER CORP NOTE 1.300% 4/01/18 | $74,811 | $74,807 |
| UNITEDHEALTH GROUP INC 1.45% 07/17/2017 | $100,221 | $100,440 |
| US BANCORP 1.95% 11/15/2018 | $100,702 | $101,627 |
| US BK NATL ASSN MINNEAPOLIS 2.125% 10/28/2019 | $100,661 | $101,423 |
| VANGUARD INFLAT PROTECTED-IV | $170,000 | $161,078 |
| VANGUARD SHORT TERM BOND INDEX ADM FUND | $250,000 | $250,238 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLERGAN PLC | $21,958 | $73,083 |
| ALPHABET INC CL A | $82,373 | $82,374 |
| AMAZON COM INC | $33,790 | $36,140 |
| AMERICAN ELEC PWR INC | $22,013 | $37,543 |
| APPLE INC | $62,362 | $109,846 |
| ARTISAN INTERNATIONAL | $250,000 | $246,128 |
| ATT INC | $22,922 | $31,516 |
| BERKSHIRE HATHAWAY INC CLASS B NEW | $61,050 | $66,757 |
| BLACKROCK INC. | $66,015 | $76,409 |
| CHEVRON CORPORATION | $53,321 | $63,630 |
| COGNIZANT TECHNOLOGY SOL CL A | $42,868 | $79,872 |
| COLGATE PALMOLIVE CO COM | $40,633 | $63,369 |
| CVS HEALTH CORP | $18,772 | $51,987 |
| DANAHER CORP DEL COM | $64,814 | $73,770 |
| DODGE COX INTL STOCK FUND | $250,000 | $214,325 |
| EXXON MOBIL CORP | $64,565 | $77,447 |
| FEDERATED INVESTORS INCOME CLASS B | $26,915 | $49,288 |
| FISERV INC COM | $18,648 | $75,838 |
| GENERAL DYNAMICS CORP COM | $27,820 | $65,970 |
| JOHNSON JOHNSON | $35,841 | $63,106 |
| LABORATORY CORP AMER HLDGS | $45,149 | $69,733 |
| MCKESSON CORP | $43,295 | $101,643 |
| METLIFE INC | $42,437 | $63,315 |
| MICROSOFT CORP | $39,504 | $80,295 |
| NEXTERA ENERGY INC | $14,864 | $33,033 |
| ORACLE CORP COMMON | $55,763 | $75,576 |
| PRICE T ROWE GROUP INC COM | $49,633 | $55,869 |
| PRICELINE GRP INC COM NEW | $57,859 | $63,217 |
| PROCTER & GAMBLE CO COM | $43,642 | $55,918 |
| PUBLIC SVC ENTERPRISE GROUP COM | $22,359 | $29,535 |
| ROPER INDUSTRIES INC | $38,143 | $88,106 |
| SCHLUMBERGER LTD | $51,546 | $42,728 |
| SCRIPPS NETWORKS INTERACTIVE | $39,435 | $62,088 |
| TARGET CORP | $57,564 | $68,780 |
| THERMO FISHER SCIENTIFIC INCCOM | $29,309 | $88,027 |
| TRAVELERS COS INC | $28,368 | $65,060 |
| UNION PAC CORP | $27,352 | $53,461 |
| UNITED TECHNOLOGIES CORP | $39,848 | $54,313 |
| US BANCORP DEL COM NEW | $44,365 | $78,789 |
| VANGUARD SMALL CAP INDEX | $333,560 | $338,900 |
| VERIZON COMMUNICATIONS | $30,526 | $42,756 |
| VF CORPORATION | $46,406 | $90,987 |
| VISA INC. | $51,759 | $57,626 |
| WAL MART STORES INC COM | $42,034 | $55,910 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,199 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,199 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE EXPENSE | $1,061 | $1,061 | $0 |
| INSURANCE | $1,250 | $1,250 | $0 |
| OTHER EXPENSES | $2,090 | $2,090 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $37,898 | Amt |
| Net Investment Income | $18,949 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,949 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $10,819 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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