HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC (EIN 59-3010451)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-14
- IRS object ID
- 201521049349100007
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-14T12:15:13-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 W MORSE BLVD SUITE 200 | AddressLine1 |
| City | WINTER PARK | City |
| State | FL | State |
| ZIP Code | 327893750 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593010451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANS AND CAY JACOBSEN CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANS | BusinessNameControlTxt |
| Phone | 4078106672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2149 | AddressLine1 |
| City | WINTER PARK | City |
| State | FL | State |
| ZIP Code | 32790 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA BORCHECK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4078106672 | PhoneNum |
| Signature | 2015-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARLYN D FELSING CPA | PreparerPersonNm |
| PTIN | P00517771 | PTIN |
| Phone | 4076447455 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,002,748 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $100,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,575 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,175,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,674 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $167,499 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,249 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,703 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,712 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,497 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,497 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,164 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,164 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,784 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,784 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $319,798 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $319,798 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $411,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $365,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$243,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,101 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,704 | CashBOYAmt |
| Cash EOY | $6,251 | CashEOYAmt |
| Cash EOYFMV | $6,251 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,011,179 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,215,500 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,812,741 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,618,864 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,180,340 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,183,756 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,645,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,402,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,002,748 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,645,747 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,402,091 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,645,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,402,091 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,645,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,402,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,645,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$243,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,402,091 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,402,091 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,144,931 | $1,116,195 | $28,736 | $28,736 |
| CAPITAL GAIN DIVIDENDS | $30,938 | $30,938 | $30,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,674 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $281,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,310,615 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052979 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $221,179 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,121,082 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043190 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $226,363 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,972,921 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045519 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $283,894 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,719,818 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060149 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,969 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,536,229 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.015204 | DistributionYr5Rt |
| Total Distribution | 0.217041 | TotalDistributionRt |
| Average Distribution | 0.043408 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,526,055 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,875 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,141 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $241,016 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $365,007 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,141 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,141 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,076 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,476 | TotalPaymentsAndCreditsAmt |
| Overpayment | $335 | OverpaymentAmt |
| Applied To ES Tax | $335 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HCJF.ORG | WebsiteAddressTxt |
| Individual With Books | CAPITAL CITY TRUST COMPANY | IndividualWithBooksNm |
| Phone | 8668209671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1549 | AddressLine1 |
| City | TALLAHASSEE | City |
| State | FL | State |
| ZIP Code | 32302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TERESA W BORCHECK | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | PRESIDENT | 10.00 | $14,000 | $0 | $0 |
| W THOMAS BROOKS | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | VICE PRESIDENT | 2.00 | $6,000 | $0 | $0 |
| BRIAN BROOKS | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | TREASURER | 2.00 | $6,000 | $0 | $0 |
| SHANNON MCLIN CARLYLE | ||||||||
| PO BOX 2149 | WINTER PARK | FL | 32790 | SECRETARY | 2.00 | $6,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,530,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,610,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,610,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,526,055 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,303 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,303 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,141 | TotalTaxAmt |
| Distributable Before Adj | $275,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $275,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $275,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $365,007 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $365,007 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,141 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $363,866 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,416 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $365,007 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,416 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $275,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,429 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $77,429 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,429 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $77,429 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TERESA BORCHECK PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2149 | AddressLine1 |
| City | WINTER PARK | City |
| State | FL | State |
| ZIP Code | 32790 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4078106672 | RecipientPhoneNum |
| Recipient Email Address | INFO@HCFJ.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT THE FOUNDATION DIRECTLY OR VISIT THE FOUNDATION'S WEBSITE AT WWW.HCFJ.ORG FOR INFORMATION REGARDING FORM AND CONTENT OF APPLICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS ARE TO BE RECEIVED BY MAY 1 AND NOVEMBER 1 FOR CONSIDERATION AT THE SEMIANNUAL MEETINGS | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GENERALLY RESTRICTED TO PROGRAMS WHICH ASSIST CHILDREN AND YOUNG ADULTS, IN THE AREAS OF HEALTH, EDUCATION, CULTURE, RECREATION, AND ANY OTHER PROGRAM THAT WILL ADD TO THE BETTERMENT OF THEIR LIFE AND THEIR PARTICIPATION AS GOOD CITIZENS. GRANTS ARE EGENERALLY RESTRICTED TO PROGRAMS CONDUCTED IN LAKE AND SUMTER COUNTY FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHRISTIAN HOME AND BIBLE SCHOOL | ||||||
| 301 WEST 13TH AVENUE | MOUNT DORA | FL | 32757 | EDUCATIONAL ORGANIZA | FURNITURE AND FURNISHINGS FOR THE LUGAR COTTAGE, AND UPGRADED WI-FI IN THE CHILDREN'S HOMES | $65,949 |
| SPECIAL OLYMPICS FLORIDA INC | ||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | CHARITABLE ORGANIZAT | TO FUND PROJECT UNIFY FOR LAKE COUNTY | $30,000 |
| HAVEN OF LAKE & SUMTER COUNTIES INC | ||||||
| 2600 SOUTH STREET | LEESBURG | FL | 34748 | CHARITABLE ORGANIZAT | THE CHILDREN'S DV/SA PROGRAM | $25,000 |
| BOYS & GIRLS CLUB OF LAKE & SUMTER COUNTIES INC | ||||||
| PO BOX 896179 | LEESBURG | FL | 34789 | EDUCATIONAL ORGANIZA | PROJECT LEARN AND THE HOLIDAY BREAK, AND SUMMER BRAIN GAME | $50,000 |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||||||
| 12424 RESEARCH PARKWAY | ORLANDO | FL | 32826 | EDUCATIONAL ORGANIZA | SCHOLARSHIPS | $20,000 |
| QUEST INC | ||||||
| PO BOX 531125 | ORLANDO | FL | 32853 | CHARITABLE ORGANIZAT | CAMP THUNDERBIRD CAMPERSHIPS FOR LAKE AND SUMTER COUNTY CHILDREN | $20,000 |
| LAKE SUMTER CHILDRENS ADVOCACY CENTER INC | ||||||
| 300 SOUTH CANAL STREET | LEESBURG | FL | 34748 | CHARITABLE ORGANIZAT | COUNSELING PROGRAM AND OPERATIONS | $20,000 |
| EARLY LEARNING COALATION OF LAKE COUNTY | ||||||
| 1300 CITIZENS BOULEVARD | LEESBURG | FL | 34748 | CHARITABLE ORGANIZAT | CHILD CARE FOR CHILDREN | $15,000 |
| SUMTER COUNTY YOUTH CENTER | ||||||
| PO BOX 2092 | BUSHNELL | FL | 33513 | CHARITABLE ORGANIZAT | BASKETBALL AND HOMEWORK/TUTORIAL PROGRAMS | $14,225 |
| LAKE SUMTER STATE COLLEGE FOUNDATION | ||||||
| 9501 US HWY 441 | LEESBURG | FL | 34788 | EDUCATIONAL ORGANIZA | JOHNSON SCHOLARS STEM MATCH PROGRAM | $10,000 |
| EDUCATIONAL FOUNDATION OF LAKE COUNTY | ||||||
| 2045 PRUITT STREET | LEESBURG | FL | 34748 | EDUCATIONAL ORGANIZA | BACK TO SCHOOL BACK PACK FAIR | $10,000 |
| EASTER SEALS - CAMP CHALLENGE | ||||||
| 31600 CAMP CHALLENGE RD | SORRENTO | FL | 32776 | CHARITABLE ORGANIZAT | CAMPERSHIPS FOR LAKE AND SUMTER COUNTY RESIDENTS | $10,000 |
| THE BOGGY CREEK GANG INC | ||||||
| 30500 BRANTLEY BRANCH RD | EUSTIS | FL | 32736 | CHARITABLE ORGANIZAT | REGISTRATION COSTS FOR LAKE AND SUMTER COUNTY ATTENDEES | $10,000 |
| SOUTHERN SCHOLARSHIP FOUNDATION | ||||||
| PO BOX 14406 | GAINESVILLE | FL | 32604 | EDUCATIONAL ORGANIZA | COLLEGE HOUSING FOR LAKE AND SUMTER COUNTY STUDENTS | $6,000 |
| TAKE STOCK IN CHILDREN LAKE AND SUMTER COUNTIES | ||||||
| 910 E DIXIE AVE | LEESBURG | FL | 34748 | CHARITABLE ORGANIZAT | COLLEGE CAMPUS TOUR AND CAREER DAY | $5,000 |
| ASBURY UNITED METHODIST CHURCH | ||||||
| 220 W HORATIO AVENUE | MAITLAND | FL | 32751 | RELIGOIUS ORGANIZATI | MISSION TRIP | $4,624 |
| BUFFALO SCHOLARSHIP FOUNDATION | ||||||
| 251 BUFFALO TRAIL | THE VILLAGES | FL | 32162 | CHARITABLE ORGANIZAT | FIRST IN FAMILY SCHOLARSHIP | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $319,798 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,575 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,674 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $167,499 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,499 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $11,415 | Amt |
| Net Investment Income | $9,703 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,712 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES BARCLAYS AGG | $0 | $0 |
| ISHARES BARCLAYS 1-3 BOND ETF | $500,177 | $507,552 |
| PIMCO FDS PAC INVT MGMT SER LOW DURATION | $308,220 | $307,307 |
| PIMCO INV GRD CORP | $201,943 | $204,081 |
| VANGUARD INFLAT PROTECTED-IV | $170,000 | $164,816 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $30,554 | $37,953 |
| ALLSTATE CORP | $28,780 | $66,999 |
| AMERICAN ELEC PWR INC | $22,013 | $30,943 |
| APPLE INC | $75,019 | $120,270 |
| ARTISAN INTERNATIONAL | $50,000 | $77,716 |
| BB&T CORP COM | $39,457 | $67,308 |
| CF INDUSTRIES HOLDINGS INC | $31,917 | $47,445 |
| CVS HEALTH CORP | $45,828 | $100,250 |
| COGNIZANT TECHNOLOGY SOL CL A | $42,868 | $63,193 |
| COLGATE PALMOLIVE CO COM | $40,633 | $61,560 |
| CONOCOPHILLIPS COM | $47,127 | $73,545 |
| DANAHER CORP DEL COM | $53,012 | $92,155 |
| DODGE & COX INT'L STOCK FUND | $50,000 | $76,967 |
| EBAY INC COM | $43,021 | $37,033 |
| EXXON MOBIL CORP | $64,565 | $87,461 |
| FEDERAL HOME LOAN BANKS DEB 1.250% 7/23/19 | $0 | $0 |
| FEDERATED INVESTORS INCOME CLASS B | $38,889 | $60,498 |
| FISERV INC COM | $42,172 | $94,974 |
| FREEPORT-MCMORAN INC CL B | $40,595 | $36,263 |
| GENERAL DYNAMICS CORP COM | $27,820 | $54,926 |
| GENERAL ELECTIRC 1.50% 07/12/2016 | $151,233 | $152,352 |
| INTERNATIONAL BUSINESS MACHSCOM | $59,003 | $62,682 |
| ISHARES CORE US AGGREGATE BOND | $192,341 | $191,923 |
| ISHARES RUSSELL 1000 INDEX | $124,620 | $215,280 |
| JOHNSON & JOHNSON | $35,841 | $56,818 |
| LABORATORY CORP AMER HLDGS | $45,149 | $55,906 |
| MFS RESEARCH INTERNATIONAL | $173,722 | $268,109 |
| MCDONALDS CORP | $44,519 | $50,715 |
| MCKESSON CORP | $50,724 | $124,214 |
| METLIFE INC | $42,437 | $70,793 |
| MICROSOFT CORP | $39,504 | $62,024 |
| NATIONAL OILWELL VARCO | $62,029 | $83,098 |
| NEXTERA ENERGY INC | $22,169 | $39,431 |
| NOW INC COM | $0 | $0 |
| OPPENHEIMER MAIN ST SML MD CP Y | $140,000 | $212,250 |
| ORACLE CORP COMMON | $55,763 | $78,998 |
| PROCTER & GAMBLE CO COM | $43,642 | $55,745 |
| PUBLIC SVC ENTERPRISE GROUP COM | $22,359 | $25,714 |
| QUALCOMM INC | $50,423 | $78,037 |
| ROPER INDUSTRIES INC | $38,143 | $72,965 |
| ROYCE FD PREMIER INSTL | $214,212 | $245,444 |
| SPDR S&P 500 UNIT SER 1 ETF | $112,070 | $192,680 |
| SCHLUMBERGER LTD | $51,546 | $58,262 |
| SCRIPPS NETWORKS INTERACTIVE | $39,435 | $73,784 |
| TARGET CORP | $37,948 | $41,435 |
| TEMPLETON INCOME TR GLB BD ADVSOR | $151,018 | $147,985 |
| THERMO FISHER SCIENTIFIC INCCOM | $43,890 | $100,543 |
| TRAVELERS COS INC | $45,640 | $84,105 |
| US BANCORP DEL COM NEW | $44,365 | $77,630 |
| UNION PAC CORP | $52,101 | $116,573 |
| UNITED TECHNOLOGIES CORP | $39,848 | $62,759 |
| VF CORPORATION | $46,406 | $92,009 |
| VANGUARD SMALL CAP INDEX | $0 | $0 |
| VERIZON COMMUNICATIONS | $30,526 | $41,966 |
| WAL MART STORES INC COM | $42,034 | $60,648 |
| ACTAVIS PLC | $56,570 | $172,405 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE EXPENSE | $3,350 | $3,350 | $0 |
| INSURANCE | $1,275 | $1,275 | $0 |
| OTHER EXPENSES | $2,159 | $2,159 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX REFUND | Desc |
| Revenue And Expenses Per Books | $7,250 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $7,250 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $38,994 | Amt |
| Net Investment Income | $19,497 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,497 | DisbursementsCharitablePrpsAmt |
Comments