MOUNT DORA COMMUNITY TRUST: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT DORA COMMUNITY TRUST (EIN 23-7227875)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2016-11-23
- IRS object ID
- 201603289349300220
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-23T13:54:32-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474328609 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILBERNAGEL & BURROUGHS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 NORTH DONNELLY STREET | AddressLine1Txt |
| City | MOUNT DORA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32757 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237227875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT DORA COMMUNITY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1406 | AddressLine1Txt |
| City | MOUNT DORA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32756 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK OF MT DORA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3523832140 | PhoneNum |
| Signature | 2016-11-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GABRIEL BURROUGHS CPA | PreparerPersonNm |
| PTIN | P01077526 | PTIN |
| Phone | 3527296752 | PhoneNum |
| Preparation | 2016-11-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,277,273 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://MOUNTDORACOMMUNITYTRUST.COM/ | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | ESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST IS A TAX-EXEMPT CHARITABLE ORGANIZATION CREATED TO PROVIDE THE MOUNT DORA AREA AND SURROUNDING COMMUNITY WITH FUNDING FOR PUBLIC, EDUCATIONAL, CHARITABLE OR BENEVOLENT PROJECTS AND PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $237,426 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,797,545 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,145,111 | PYInvestmentIncomeAmt |
| CY Investment Income | $360,592 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13,548 | PYOtherRevenueAmt |
| CY Other Revenue | -$13,167 | CYOtherRevenueAmt |
| PY Total Revenue | $1,368,989 | PYTotalRevenueAmt |
| CY Total Revenue | $2,144,970 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $522,090 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $442,874 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $151,473 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $196,615 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $62,495 | PYOtherExpensesAmt |
| CY Other Expenses | $64,957 | CYOtherExpensesAmt |
| PY Total Expenses | $736,058 | PYTotalExpensesAmt |
| CY Total Expenses | $704,446 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $632,931 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,440,524 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,066,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,506,548 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,066,024 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,506,548 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST IS A TAX-EXEMPT CHARITABLE ORGANIZATION CREATED TO PROVIDE THE MOUNT DORA AREA AND SURROUNDING COMMUNITY WITH FUNDING FOR PUBLIC, EDUCATIONAL, CHARITABLE OR BENEVOLENT PROJECTS AND PURPOSES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $475,696 | ExpenseAmt |
| Grant | $293,556 | GrantAmt |
| Desc | MOUNT DORA AREA COMMUNITY GRANTS AND ALLOCATIONS: FOR BENEFIT OF ORGANIZATIONS, GOVERNMENTAL ENTITIES, AND INDIVIDUALS SELECTED BY THE DISTRIBUTION COMMITTEE. THIS ALSO INCLUDES EXPENSES DIRECTLY INCURRED BY THE MOUNT DORA COMMUNITY TRUST FOR PUBLIC, EDUCATIONAL, CHARITABLE, OR BENEVOLENT NEEDS OF THE MOUNT DORA AREA COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $149,318 | ExpenseAmt |
| Grant | $149,318 | GrantAmt |
| Desc | SCHOLARSHIPS: APPROXIMATELY 90 MOUNT DORA AREA STUDENTS WERE AWARDED SCHOLARSHIPS DURING THE YEAR | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $625,014 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 1ST NATL BANK OF MT DORA TRUST DEPT | PersonNm |
| Phone | 3523832140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 714 NORTH DONNELLY STREET | AddressLine1Txt |
| City | MOUNT DORA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32757 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|
| SAMUEL SADLER III | |||||||
| DISTRIBUTION COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM BAKER | |||||||
| DISTRIBUTION COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIM STEWART | |||||||
| DISTRIBUTION COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN STEWART | |||||||
| DISTRIBUTION COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAURIE TILLETT | |||||||
| DISTRIBUTION COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FIRST NATIONAL BANK OF MT DORA | |||||||
| TRUSTEE | 40.00 | 0.00 | $170,605 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $170,605 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,797,545 | AllOtherContributionsAmt |
| Noncash Contributions | $1,622,141 | NoncashContributionsAmt |
| Total Contributions | $1,797,545 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $358,758 | TotalRevenueColumnAmt |
| Exclusion | $358,758 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,900 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,067 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$13,167 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,167 | TotalRevenueColumnAmt |
| Exclusion | -$13,167 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,105,070 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,103,236 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,834 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,834 | TotalRevenueColumnAmt |
| Exclusion | $1,834 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,144,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $347,425 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,556 | TotalAmt |
| Program Services | $293,556 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,318 | TotalAmt |
| Program Services | $149,318 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,050 | TotalAmt |
| Program Services | $128,288 | ProgramServicesAmt |
| Management And General | $37,631 | ManagementAndGeneralAmt |
| Fundraising | $5,131 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,474 | TotalAmt |
| Program Services | $17,606 | ProgramServicesAmt |
| Management And General | $5,164 | ManagementAndGeneralAmt |
| Fundraising | $704 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,091 | TotalAmt |
| Program Services | $1,568 | ProgramServicesAmt |
| Management And General | $460 | ManagementAndGeneralAmt |
| Fundraising | $63 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050 | TotalAmt |
| Management And General | $1,050 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,675 | TotalAmt |
| Management And General | $4,675 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,888 | TotalAmt |
| Program Services | $17,916 | ProgramServicesAmt |
| Management And General | $5,255 | ManagementAndGeneralAmt |
| Fundraising | $717 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,912 | TotalAmt |
| Program Services | $4,434 | ProgramServicesAmt |
| Management And General | $1,301 | ManagementAndGeneralAmt |
| Fundraising | $177 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,960 | TotalAmt |
| Program Services | $5,970 | ProgramServicesAmt |
| Management And General | $1,751 | ManagementAndGeneralAmt |
| Fundraising | $239 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,477 | TotalAmt |
| Program Services | $6,358 | ProgramServicesAmt |
| Management And General | $1,865 | ManagementAndGeneralAmt |
| Fundraising | $254 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| POSTAGE AND PRINTING | $2,824 | $2,824 | |
| CONSULTING | $5,500 | $5,500 | |
| FOREIGN TAX WITHHOLDING | $4,671 | $4,671 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,446 | TotalAmt |
| Program Services | $625,014 | ProgramServicesAmt |
| Management And General | $69,323 | ManagementAndGeneralAmt |
| Fundraising | $10,109 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92 | BOYAmt |
| EOY | $21,738 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,687 | BOYAmt |
| EOY | $749,586 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,881 | BOYAmt |
| EOY | $229,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,099,772 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $64,282 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,439 | BOYAmt |
| EOY | $1,035,490 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,395,925 | BOYAmt |
| EOY | $11,470,011 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,066,024 | BOYAmt |
| EOY | $13,506,548 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,158,941 | BOYAmt |
| EOY | $3,861,600 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,216,532 | BOYAmt |
| EOY | $6,983,597 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,690,551 | BOYAmt |
| EOY | $2,661,351 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,066,024 | BOYAmt |
| EOY | $13,506,548 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,066,024 | BOYAmt |
| EOY | $13,506,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,440,524 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $405,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $794,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $237,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,404 | CurrentTaxYearAmt |
| Total | $1,878,116 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $405,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $794,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $237,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,404 | CurrentTaxYearAmt |
| Total | $1,878,116 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $332,308 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,545,808 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $333,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $364,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $361,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $358,759 | CurrentTaxYearAmt |
| Total | $1,417,318 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,700 | CurrentTaxYearMinus2YearsAmt |
| Total | $21,863 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,317,297 | TotalSupportAmt |
| Public Support CY170 | 0.46600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Unusual grants Part II or Part III line 1 | FormAndLineReferenceDesc |
| Explanation | UNUSUAL GRANT AMOUNTS RECEIVED DURING 5 YEAR LOOKBACK PERIOD:YEAR ENDING AUGUST 31, 2013 (2012) $225,099YEAR ENDING AUGUST 31, 2016 (2015) $1,126,071YEAR ENDING AUGUST 31, 2016 (2015) $496,070 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 10 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $11,600 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $15,144 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $452,392 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $935,367 | BeginningYearBalanceAmt |
| Contributions | $26,371 | ContributionsAmt |
| Investment Earnings Or Losses | $20,382 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $66,311 | GrantsOrScholarshipsAmt |
| Other Expenditures | $515 | OtherExpendituresAmt |
| Administrative Expenses | $12,382 | AdministrativeExpensesAmt |
| End Year Balance | $902,912 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,000,435 | BeginningYearBalanceAmt |
| Contributions | $12,141 | ContributionsAmt |
| Investment Earnings Or Losses | $22,093 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $60,838 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,125 | OtherExpendituresAmt |
| Administrative Expenses | $9,339 | AdministrativeExpensesAmt |
| End Year Balance | $935,367 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $772,055 | BeginningYearBalanceAmt |
| Contributions | $265,993 | ContributionsAmt |
| Investment Earnings Or Losses | $26,181 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $54,744 | OtherExpendituresAmt |
| Administrative Expenses | $9,050 | AdministrativeExpensesAmt |
| End Year Balance | $1,000,435 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $650,564 | BeginningYearBalanceAmt |
| Contributions | $160,980 | ContributionsAmt |
| Investment Earnings Or Losses | $18,559 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,509 | OtherExpendituresAmt |
| Administrative Expenses | $7,539 | AdministrativeExpensesAmt |
| End Year Balance | $772,055 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $653,699 | BeginningYearBalanceAmt |
| Contributions | $124,638 | ContributionsAmt |
| Investment Earnings Or Losses | $31,445 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $148,601 | OtherExpendituresAmt |
| Administrative Expenses | $10,617 | AdministrativeExpensesAmt |
| End Year Balance | $650,564 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $172,953 | OtherCostOrOtherBasisAmt |
| Book Value | $172,953 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $886,779 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,058 | DepreciationAmt |
| Book Value | $828,721 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,130 | DepreciationAmt |
| Book Value | $12,937 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,094 | DepreciationAmt |
| Book Value | $20,879 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,035,490 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Endowment funds intended uses (Part V, line 4) | FormAndLineReferenceDesc |
| Explanation | PHILANTHROPIC, PERFORMING ARTS, PUBLIC LIBRARY, PUBLIC FACILITIES, SISTER CITIES PROGRAMS, CHILDRENS HOME. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CITY OF MOUNT DORA | ||||||||
| PO BOX 176 | MOUNT DORA | FL | 32757 | 596000380 | GOVT | $15,000 | FMV | MUNICIPAL PROGRAMS |
| HOOPS LIFE CARES INC | ||||||||
| 2001 W OLD HWY 441 | TAVARES | FL | 32778 | 472652874 | 501C3 | $10,665 | FMV | YOUTH ATHLETICS |
| MOUNT DORA HIGH SCHOOL | ||||||||
| PO BOX 696 | MOUNT DORA | FL | 32756 | 596000694 | GOVT | $15,000 | FMV | PUBLIC HIGH SCHOOL PROGRAMS |
| MOUNT DORA CHAMBER OF COMMERCE | ||||||||
| 34 ALEXANDER ST | MOUNT DORA | FL | 32757 | 590369669 | 501C6 | $30,000 | FMV | MOUNT DORA COMMUNITY PROGRAMS |
| EARLY LEARNING COALITION OF LAKE CO | ||||||||
| 1300 CITIZENS BLVD | LEESBURG | FL | 34748 | 593666873 | 501C3 | $5,000 | FMV | CHILDRENS PROGRAMS |
| EASTER SEALS FLORIDA INC | ||||||||
| 520 N SEMORAN BLVD | ORLANDO | FL | 32807 | 590637848 | 501C3 | $7,500 | FMV | DISABLED INDIVIDUAL PROGRAMS |
| MOUNT DORA CHRISTIAN ACADEMY | ||||||||
| 301 W 13TH AVE | MOUNT DORA | FL | 32757 | 590855390 | 501C3 | $21,000 | FMV | SCHOOL PROGRAMS |
| MOUNT DORA LAWN BOWLING CLUB | ||||||||
| PO BOX 102 | MOUNT DORA | FL | 327560102 | 593126884 | 501C7 | $7,500 | FMV | PROMOTE LAWN BOWLING |
| MOUNT DORA MIDDLE SCHOOL | ||||||||
| 1405 LINCOLN AVE | MOUNT DORA | FL | 32757 | 596000694 | GOVT | $10,000 | FMV | BAND PROGRAMS |
| MOUNT DORA YOUTH FOOTBALL LEAGUE | ||||||||
| 1060 JASMINE ST | EUSTIS | FL | 32726 | 231582287 | 501C3 | $5,000 | FMV | YOUTH FOOTBALL PROGRAMS |
| LAKE COUNTY SHERIFFS OFFICE | ||||||||
| 360 W RUBY ST | TAVARES | FL | 32778 | 596000698 | GOVT | $11,615 | FMV | CHILDRENS PROGRAMS |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 88 | RecipientCnt |
| Cash Grant | $149,318 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | SIX MONTHS AFTER GRANT FUNDS ARE AWARDED, THE RECIPIENT ORGANIZATION IS REQUIRED TO COMPLETE AND SUBMIT A POST-GRANT QUESTIONNAIRE, WHICH IS REVIEWED BY THE COMMUNITY TRUST TO ENSURE THE GRANT WAS USED AS INTENDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK OF MT DORA | PersonNm |
| Title | TRUSTEE | TitleTxt |
| Base Compensation Filing Org | $170,605 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $170,605 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,622,141 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | TRUSTEE AND DISTRIBUTION COMMITTEE MEMBERS ARE PROVIDED A DRAFT COPY OF THE FORM 990 FOR THEIR REVIEW, CHANGES NOTED BY MEMBERS ARE MADE AS NECESSARY, AND THE FINAL FORM 990 IS THEN FILED UPON SIGNATURE OF THE TRUSTEE. |
| Conflict of interest policy compliance Part VI line 12c | DURING MEETINGS OF THE GOVERNING BODY, ANY POTENTIAL CONFLICTS OF INTEREST REQUIRED TO BE DISCLOSED BY OFFICERS AND TRUSTEES ARE REVIEWED AND FURTHER ACTION IS TAKEN IF NECESSARY. THIS IS DOCUMENTED IN THE MINUTES. |
| CEO executive director top management comp Part VI line 15a | THESE INDIVIDUALS ARE NOT COMPENSATED. |
| Other officer or key employee compensation Part VI line 15b | COMPENSATION OF THE TRUSTEE AND EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE GOVERNING BODY OF THE ORGANIZATON, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. COMPENSATION IS REVIEWED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. |
| Governing documents etc available to public Part VI line 19 | GOVERNING DOCS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR A REASONABLE COPYING FEE. |
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