VOTUM FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
VOTUM FOUNDATION INC (EIN 59-3580800)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201503209349100900
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-16T07:14:05-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 S FLORIDA AVE STE 530AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP338015268ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593580800EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5252AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33807ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAWRENCE MAXWELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8636471581PhoneNum
Signature2015-11-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIM LEE CPAPreparerPersonNm
PTINP01233071PTIN
Phone8636867330PhoneNum
Preparation2015-11-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,570,078FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,137InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,137InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,137InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$60,090OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$60,090OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,066,227TotalRevAndExpnssAmt
Total Net Invst Incm$6,137TotalNetInvstIncmAmt
Total Adj Net Incm$66,227TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$47AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$47AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$30TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$30TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$77TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$422,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$422,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$422,077TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$422,077TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$644,150ExcessRevenueOverExpensesAmt
Net Investment Income$6,137NetInvestmentIncomeAmt
Adjusted Net Income$66,227AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$131,576SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,409,447SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,409,447SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$1,708,306OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$3,330,327OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,708,306OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,708,306OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$3,464,025OtherInvestmentsBOYAmt
Other Investments EOY$3,452,325OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,452,325OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,925,928TotalAssetsBOYAmt
Total Assets EOY$7,570,078TotalAssetsEOYAmt
Total Assets EOYFMV$7,570,078TotalAssetsEOYFMVAmt
Other Liabilities BOY$350OtherLiabilitiesBOYAmt
Other Liabilities EOY$350OtherLiabilitiesEOYAmt
Total Liabilities BOY$350TotalLiabilitiesBOYAmt
Total Liabilities EOY$350TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$6,925,578UnrestrictedBOYAmt
Unrestricted EOY$7,569,728UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$6,925,578TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,569,728TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,925,928TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,570,078TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,925,578TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$644,150ExcessRevenueOverExpensesAmt
Subtotal$7,569,728SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,569,728TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$423,553AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$338,513AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$419,356AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$156,804AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$183,192AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$61NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$61AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$422,077QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$61InvestmentIncomeExciseTaxAmt
Subtotal$61SubtotalAmt
Tax Based On Investment Income$61TaxBasedOnInvestmentIncomeAmt
Tax Due$61TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAWRENCE W MAXWELL
500 S FLORIDA AVE SUITE 700LAKELANDFL33801PRES/TREAS4.00$0$0$0
ANITA K MAXWELL
500 S FLORIDA AVE SUITE 700LAKELANDFL33801VP/SECTRY4.00$0$0$0
AMANDA R DROST
500 S FLORIDA AVE SUITE 700LAKELANDFL33801DIRECTOR2.00$0$0$0
BENJAMIN DE FALK
500 S FLORIDA AVE SUITE 700LAKELANDFL33801DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$61TaxBasedOnInvestmentIncomeAmt
Total Tax$61TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$422,077ExpensesAndContributionsAmt
Qualifying Distributions$422,077QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$61PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$422,016AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$186,808ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$157,500ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$419,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$338,600ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$423,583ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,525,991TotalExcessDistributionCyovAmt
Qualifying Distributions$422,077QualifyingDistributionsAmt
Remaining Distri From Corpus$422,077RemainingDistriFromCorpusAmt
Total Corpus$1,948,068TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$186,808ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,761,260ExcessDistriCyovToNextYrAmt
Excess From Year4$157,500ExcessFromYear4Amt
Excess From Year3$419,500ExcessFromYear3Amt
Excess From Year2$338,600ExcessFromYear2Amt
Excess From Year1$423,583ExcessFromYear1Amt
Excess From Current Year$422,077ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLAWRENCE MAXWELLRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KIDS ARK INTERNATIONAL
STUART AVELAKE WALESFL33853PUBLIC ASSISTANCE$35,000
SALVATION ARMY
PO BOX 928LAKELANDFL338020928MINISTRY$25,000
FLORIDA BAPTIST CHILDREN'S HOMES
1015 SIKES BLVDLAKELANDFL33815PUBLIC ASSISTANCE$22,000
JESUS FILM HARVEST PARTNERS
15055 W 116TH STOLATHEKS66062MINISTRY$300,000
FLORIDA SOUTHERN COLLEGE
111 LAKE HOLLINGSWORTH DRLAKELANDFL33801EDUCATIONAL$25,000
LAKE WALES MINISTERIAL ALLIANCE
PO BOX 822LAKE WALESFL33859MINISTERIAL$2,500
HEART OF FLORIDA YOUTH RANCH
15833 US 301CITRAFL32113PUBLIC ASSISTANCE$10,000
GRACE LUTHERAN CHURCH
745 S INGRAHAM AVELAKELANDFL33801MINISTRY$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$422,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,137ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Related Or Exempt Function Incm$60,090RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,137ExclusionAmt
Related Or Exempt Function Incm$60,090RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,227TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GARY HEALTHCARE
11800 NORTH WABASH AVE SUITE 300MARIONIN46952$333,400Yes (X)
LINCOLNSHIRE
21800 NORTH WABASH AVE SUITE 300MARIONIN46952$333,300Yes (X)
CRESTMARK
31800 NORTH WABASH AVE SUITE 300MARIONIN46952$333,300Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBANK CHARGESCategoryTxt
Amt$47Amt
Disbursements Charitable Prps$47DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemODYSSEY NOTESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,452,325BookValueAmt
EOYFMV$3,452,325EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Revenue And Expenses Per Books$60,090RevenueAndExpensesPerBooksAmt
Adjusted Net Income$60,090AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$350BOYBookValueAmt
EOY Book Value$350EOYBookValueAmt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1MISCELLANEOUS LOAN ACCTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$1,708,306BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$30Amt
Disbursements Charitable Prps$30DisbursementsCharitablePrpsAmt

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