MOUNT DORA COMMUNITY TRUST: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT DORA COMMUNITY TRUST (EIN 23-7227875)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-01-11
- IRS object ID
- 201640119349300724
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-11T07:43:03-08:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greenlee Kurras Rice Brown Garner Donofrio CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 627 N 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 | 2014-09-01 | 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 |
| Phone | 3523832140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE 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 NATL BANK MT DORA | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2016-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLARE L GARNER JR CPA | PreparerPersonNm |
| PTIN | P00120475 | PTIN |
| Phone | 3523836300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST NATL BANK MT DORA | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,421,452 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://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 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 | 1 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $264,397 | PYContributionsGrantsAmt |
| CY Contributions Grants | $237,426 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,455,109 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,145,111 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,326 | PYOtherRevenueAmt |
| CY Other Revenue | -$13,548 | CYOtherRevenueAmt |
| PY Total Revenue | $1,722,832 | PYTotalRevenueAmt |
| CY Total Revenue | $1,368,989 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $534,233 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $522,090 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $137,194 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $151,473 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,988 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,703 | PYOtherExpensesAmt |
| CY Other Expenses | $62,495 | CYOtherExpensesAmt |
| PY Total Expenses | $709,130 | PYTotalExpensesAmt |
| CY Total Expenses | $736,058 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,013,702 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $632,931 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,440,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,066,024 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,433,093 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,066,024 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Established in 1972, the Mount Dora Community Trust is a tax-exempt charitable organization created to provide the Mount Dora area community with funding for public, educational, charitable or benevolent projects and purposes. The Trust continues the mission to provide outreach programs to schools, charities and civic causes through the generous actions and financial support of Mount Dora residents and businesses committed to promoting the communitys unity and prosperity | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $499,021 | ExpenseAmt |
| Grant | $346,064 | GrantAmt |
| Desc | Mount Dora Area Community Grants and Allocations: for benefit of organizations, governmental entities, and individuals selected by the Distribution Committee. Also includes expenses directly incurred by the MDCT for the 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 | $176,026 | ExpenseAmt |
| Grant | $176,026 | GrantAmt |
| Desc | Scholarships: approx 120 Mount Dora area students were awarded scholarships during the year. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $675,047 | 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 | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | false | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| 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 |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| 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 | FNB 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 |
|---|---|---|---|---|---|---|---|
| MICHAEL TEDDER | |||||||
| DISTR COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN STEWART | |||||||
| DISTR COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIM STEWART | |||||||
| DISTR COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM BAKER | |||||||
| DiSTR COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL SADLER III | |||||||
| DiST COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FIRST NATL BANK MT DORA | |||||||
| Trustee | 40.00 | 0.00 | $135,177 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $135,177 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $237,426 | AllOtherContributionsAmt |
| Total Contributions | $237,426 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $366,100 | TotalRevenueColumnAmt |
| Exclusion | $366,100 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,100 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,648 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$13,548 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,548 | TotalRevenueColumnAmt |
| Exclusion | -$13,548 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,803,826 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,024,815 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $779,011 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $779,011 | TotalRevenueColumnAmt |
| Exclusion | $779,011 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,368,989 | TotalRevenueColumnAmt |
| Exclusion | $1,131,563 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,064 | TotalAmt |
| Program Services | $346,064 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,026 | TotalAmt |
| Program Services | $176,026 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,177 | TotalAmt |
| Program Services | $101,383 | ProgramServicesAmt |
| Management And General | $29,739 | ManagementAndGeneralAmt |
| Fundraising | $4,055 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $11,250 | ProgramServicesAmt |
| Management And General | $3,300 | ManagementAndGeneralAmt |
| Fundraising | $450 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,296 | TotalAmt |
| Program Services | $972 | ProgramServicesAmt |
| Management And General | $285 | ManagementAndGeneralAmt |
| Fundraising | $39 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,950 | TotalAmt |
| Management And General | $2,950 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,197 | TotalAmt |
| Fundraising | $3,197 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990 | TotalAmt |
| Program Services | $990 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123 | TotalAmt |
| Program Services | $92 | ProgramServicesAmt |
| Management And General | $27 | ManagementAndGeneralAmt |
| Fundraising | $4 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,411 | TotalAmt |
| Program Services | $3,308 | ProgramServicesAmt |
| Management And General | $971 | ManagementAndGeneralAmt |
| Fundraising | $132 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GENERAL EXPENSES | $18,485 | $13,864 | $4,066 | $555 |
| PROGRAM EXPENSES | $18,426 | $18,426 | ||
| Printing and Publications | $6,521 | $6,521 | ||
| FOREIGN TAX W/H-INVT | $4,325 | $4,325 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,967 | TotalAmt |
| Program Services | $2,672 | ProgramServicesAmt |
| Management And General | $260 | ManagementAndGeneralAmt |
| Fundraising | $35 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,058 | TotalAmt |
| Program Services | $675,047 | ProgramServicesAmt |
| Management And General | $46,023 | ManagementAndGeneralAmt |
| Fundraising | $14,988 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689 | BOYAmt |
| EOY | $92 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,874 | BOYAmt |
| EOY | $759,687 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,202 | BOYAmt |
| EOY | $193,881 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $756,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,086 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,118 | BOYAmt |
| EOY | $716,439 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,151,468 | BOYAmt |
| EOY | $10,395,925 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,440,351 | BOYAmt |
| EOY | $12,066,024 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,258 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,258 | 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 | $6,033,105 | BOYAmt |
| EOY | $4,158,941 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,833,613 | BOYAmt |
| EOY | $5,216,532 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,566,375 | BOYAmt |
| EOY | $2,690,551 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,433,093 | BOYAmt |
| EOY | $12,066,024 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,440,351 | BOYAmt |
| EOY | $12,066,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $632,931 | ReconcilationRevenueExpnssAmt |
| 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 | $341,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $405,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $794,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $264,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $237,426 | CurrentTaxYearAmt |
| Total | $2,043,833 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $405,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $794,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $264,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $237,426 | CurrentTaxYearAmt |
| Total | $2,043,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $337,506 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,706,327 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $333,165 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $361,184 | CurrentTaxYearMinus1YearAmt |
| Total | $1,359,205 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,700 | CurrentTaxYearMinus1YearAmt |
| Total | $21,863 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,424,901 | TotalSupportAmt |
| Public Support CY170 | 0.49820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46690 | 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 | Support Schedule: Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Unusual Grant Amounts Received during 5 Year Lookback Period:Year ending August 31, 2013 (2012) $ 225,099 | 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 | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Grants | $9,910 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $144,648 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $670,811 | BeginningYearBalanceAmt |
| Contributions | $20,604 | ContributionsAmt |
| Investment Earnings Or Losses | $34,615 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $59,946 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,162 | OtherExpendituresAmt |
| Administrative Expenses | $9,223 | AdministrativeExpensesAmt |
| End Year Balance | $653,699 | 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 |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,953 | OtherCostOrOtherBasisAmt |
| Book Value | $72,953 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $678,415 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,798 | DepreciationAmt |
| Book Value | $641,617 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,692 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,692 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,465 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,596 | DepreciationAmt |
| Book Value | $1,869 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $716,439 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | PHILANTHROPIC, PERFORMING ARTS, PUBLIC LIBRARY, PUBLIC FACILITIES, SISTER CITIES PROGRAMS, CHILDREN'S HOME. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CITY OF MT DORA | ||||||||
| PO BOX 176 | MOUNT DORA | FL | 32756 | 596000380 | GOVT | $33,527 | $0 | MUNICIPAL PROGRAMS |
| CONGREGATIONAL CHURCH MD | ||||||||
| 650 N DONNELLY ST | MOUNT DORA | FL | 32757 | 800391429 | 501(C)(3) | $11,042 | $0 | MT DORA CHURCH PROGRAMS |
| CORNERSTONE HOSPICE FDN | ||||||||
| 2445 LANE PARK ROAD | TAVARES | FL | 32778 | 592915060 | 501(C)(3) | $11,042 | $0 | HOSPICE PROGRAMS |
| FIRST ROBOTICS TEAM 1557 | ||||||||
| PO BOX 1406 | MOUNT DORA | FL | 32756 | 232722785 | 501(c)(3) | $17,000 | $0 | ROBOTICS COMPETITION |
| HOOPS Life Cares Inc | ||||||||
| 15839 Old US HWy 441 | TAVARES | FL | 32778 | 472652874 | 501(C)(3) | $47,700 | $0 | YOUTH ATHLETICS |
| LAKE CARES FOOD PANTRY | ||||||||
| 2001 W OLD HWY 441 | MOUNT DORA | FL | 32757 | 264223345 | 501(c)(3) | $9,000 | $0 | FOOD PANTRY SUPPORT |
| LAKES AND HILLS GARDEN CLUB | ||||||||
| PO BOX 435 | ASTATULA | FL | 34705 | 592837670 | 501(C)(3) | $15,600 | $0 | COMMUNITY LANDSCAPING |
| MOUNT DORA HIGH SCHOOL | ||||||||
| PO BOX 696 | MOUNT DORA | FL | 32756 | 596000694 | GOVT | $8,400 | $0 | PUBLIC HIGH SCHOOL PROGRAMS |
| MT DORA CHAMBER OF COMMERCE | ||||||||
| 34 ALEXANDER ST | MOUNT DORA | FL | 32757 | 590369669 | 501(c)(6) | $36,000 | $0 | MT DORA COMMUNITY PROGRAMS |
| MT DORA LIBRARY ASSN | ||||||||
| 1995 N DONNELLY ST | MOUNT DORA | FL | 32757 | 591379984 | 501(C)(3) | $71,362 | $0 | MT DORA PUBLIC LIBRARY PROGRAMS |
| MT DORA PATRONS COMM BLDG | ||||||||
| PO BOX 522 | MOUNT DORA | FL | 32756 | 371762313 | 501(C)(3) | $10,000 | $0 | MT DORA COMMUNITY BLDG SUPPORT |
| YMCA LAKE COUNTY | ||||||||
| 1465 DAVID WALKER RD | TAVARES | FL | 32778 | 590624430 | 501(C)(3) | $11,541 | $0 | YOUTH PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 120 | $172,188 |
| MEDICAL ASISTANCE | 14 | $3,838 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | TRUSTEE & 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 TRUSTEE. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | DURING GOVERNING BODY MEETINGS, ANY POTENTIAL CONFLICTS OF INTEREST REQUIRED TO BE DISCLOSED BY OFFICERS/KEY EMPLOYEES ARE REVIEWED & FURTHER ACTION IS TAKEN IF NECESSARY & DOCUMENTED IN THE MINUTES. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | COMPENSATION OF THE TRUSTEE AND EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE GOVERNING BODY OF THE ORGANIZATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION 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 SUITED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | GOVERNING DOCS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR A REASONABLE COPYING FEE. |
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