VITAL CARE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- VITAL CARE CHARITABLE FOUNDATION INC (EIN 59-3756797)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201423169349100632
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T13:36:22-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592235346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENE DYCUS & CO PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N ELM AVE | AddressLine1 |
| City | SANFORD | City |
| State | FL | State |
| ZIP Code | 327711274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593756797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VITAL CARE CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VITA | BusinessNameControlTxt |
| Phone | 4079992225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3855 ST VALENTINE WAY | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32811 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM P KENNEDY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4079992225 | PhoneNum |
| Signature | 2014-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT KIMELMAN | PreparerPersonNm |
| PTIN | P01231309 | PTIN |
| Phone | 4073220561 | PhoneNum |
| Preparation | 2014-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,122,963 | 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 |
| Interest On Sav Rev And Expnss | $1,686 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,169,047 | GrossSalesPriceAmt |
| Incm Modifications Adj Net Incm | $1,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $6,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,250 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,000 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,750 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $413 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,528 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,122 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,691 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,122 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,691 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,792 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$178,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,559 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,431 | CashBOYAmt |
| Cash EOY | $29,111 | CashEOYAmt |
| Cash EOYFMV | $29,111 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,124,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,352 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $595 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $158,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,092,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,082,500 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,303,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,133,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,122,963 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,303,408 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,133,127 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,303,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,133,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,303,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,133,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,303,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$178,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,720 | OtherIncreasesAmt |
| Subtotal | $1,133,722 | SubtotalAmt |
| Other Decreases | $595 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,133,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS - 10101 85 SHORT TERM SALES | P | 2013-01-30 | 2013-10-21 | $1,152,954 | $1,164,082 | -$11,128 | -$11,128 |
| UBS - 10101 85 LONG TERM SALE | P | 2011-06-14 | 2013-01-24 | $16,093 | $33,818 | -$17,725 | -$17,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,853 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $142,186 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,479,780 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096086 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $168,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,688,082 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099893 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $232,334 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,647,703 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.141005 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $146,735 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,465,726 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100111 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $199,420 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,223,665 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089681 | DistributionYr5Rt |
| Total Distribution | 0.526776 | TotalDistributionRt |
| Average Distribution | 0.105355 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,220,345 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $128,569 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $226 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,795 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $173,792 | 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 | $226 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $226 | SubtotalAmt |
| Tax Based On Investment Income | $226 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $226 | AppliedToEsTaxAmt |
| Total Payments And Credits | $226 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALEXANDER BORSOI | IndividualWithBooksNm |
| Phone | 4079992225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3855 ST VALENTINE WAY | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32811 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM P KENNEDY | ||||||||
| 1592 WEST IVANHOE BLVD | ORLANDO | FL | 32804 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| COURTNEY B KENNEDY MCGOWAN | ||||||||
| PO BOX 209 | BLUEMONT | VA | 20135 | VICE PRESIDE | 0.10 | $0 | $0 | $0 |
| ASHLEY E KENNEDY | ||||||||
| 22156 POT HOUSE RD | MIDDLEBURG | VA | 20117 | SECRETARY | 0.10 | $0 | $0 | $0 |
| STEVEN BISSINGER | ||||||||
| 3855 ST VALENTINE WAY | ORLANDO | FL | 32811 | TREASURER | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUND RAISER FOR CYSTIC FIBROSIS FOUNDATION HELD AT ALOMA BOWLING CENTER ON JULY 28TH, 2013. ALL PARTICIPANTS MADE DONATIONS DIRECTLY TO THE CYSTIC FIBROSIS FOUNDATION. VITAL CARE CHARITABLE FOUNDATION INC PAID FOR THE THREE HOURS OF BOWLING AND SHOE RENTAL. | Description1Txt |
| Expenses1 | $4,122 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,083,770 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,238,929 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,238,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,220,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $226 | TotalTaxAmt |
| Distributable Before Adj | $60,791 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,791 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $61,791 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,792 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $173,792 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $226 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $173,566 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,791 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $91,039 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,623 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $153,081 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $85,421 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,401 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $466,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,792 | QualifyingDistributionsAmt |
| Applied To Current Year | $61,791 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,001 | RemainingDistriFromCorpusAmt |
| Total Corpus | $578,566 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $91,039 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $487,527 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,623 | ExcessFromYear4Amt |
| Excess From Year3 | $153,081 | ExcessFromYear3Amt |
| Excess From Year2 | $85,421 | ExcessFromYear2Amt |
| Excess From Year1 | $63,401 | ExcessFromYear1Amt |
| Excess From Current Year | $112,001 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| MARKET COLORS INC | ||||||||
| PO BOX 149566 | ORLANDO | FL | 328149566 | NONE | PUBLIC | FUTHERANCE OF CHARITABNLE PURPOSE | $100 | |
| CENTRAL FLORIDA COUNCIL | ||||||||
| 1951 S ORANGE BLOSSOM TR | APOPKA | FL | 32703 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,000 | |
| THE MIDDLEBURG COMMUNITY CENTER | ||||||||
| PO BOX 265 | MIDDLEBURG | VA | 22117 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $500 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 44-A MARKFIELD DRIVE | CHARLESTON | SC | 29407 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 2800 COLONIAL DR | COLUMBIA | SC | 29203 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $500 | |
| CHILDREN'S CHANCE | ||||||||
| 609 SIMS AVE | COLUMBIA | SC | 29205 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $3,000 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $25 | |
| ORLANDO MONARCH'S LITTLE LEAGUE | ||||||||
| 55 W CRYSTAL LAKE DR | ORLANDO | FL | 32806 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $500 | |
| GRACE MEDICAL HOME | ||||||||
| 51 PENNSYLVANIA ST | ORLANDO | FL | 32806 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $9,000 | |
| THE COMMUNITY MUSIC SCHOOL | ||||||||
| 9110 JOHN MOSBY HIGHWAY | UPPERVILLE | VA | 20185 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $500 | |
| SALUDA SHOALS FOUNDATION | ||||||||
| 5605 BUSH RIVER ROAD | COLUMBIA | SC | 29212 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,000 | |
| ORLANDO COMMUNITY & YOUTH TRUST IN | ||||||||
| 400 S ORANGE AVENUE | ORLANDO | FL | 32802 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $2,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $500 | |
| UNIVERSITY OF SC EDUCATIONAL FD | ||||||||
| 1600 HAMPTON ST STE 736 | COLUMBIA | SC | 29208 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $510 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON RD STE 200 | BETHESDA | MD | 20814 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,500 | |
| ST MICHAELS EPISCOPAL FOUNDATION | ||||||||
| 2499 N WESTMORELAND DR | ORLANDO | FL | 32804 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $10,500 | |
| YMCA OF CENTRAL FLORIDA | ||||||||
| 433 N MILLS AVE | ORLANDO | FL | 32803 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $5,000 | |
| QUEST INC | ||||||||
| 500 E COLONIAL DRIVE | ORLANDO | FL | 32803 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,000 | |
| THE WINDY HILL FOUNDATION | ||||||||
| PO BOX 1593 | MIDDLEBURG | VA | 20118 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,500 | |
| ORLANDO HEALTH FOUNDATION | ||||||||
| 3160 SOUTHGATE COMMERCE | ORLANDO | FL | 32806 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $5,000 | BOULEVARD STE 50 |
| SALUDA SHOALS FOUNDATION | ||||||||
| 5605 BUSH RIVER ROAD | COLUMBIA | SC | 29212 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $2,000 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 44-A MARKFIELD DRIVE | CHARLESTON | SC | 29407 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $2,500 | |
| 100 BLACK MEN OF ORLANDO INC | ||||||||
| PO BOX 547683 | ORLANDO | FL | 32854 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $3,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON RD STE 200 | BETHESDA | MD | 20814 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,000 | |
| MIDDLEBURG SPRING RACE ASSOC | ||||||||
| PO BOX 1173 | MIDDLEBURG | VA | 20118 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $2,100 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON RD STE 200 | BETHESDA | MD | 20814 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,000 | |
| UPPERVILLE COLT AND HORSE SHOW | ||||||||
| PO BOX 239 | UPPERVILLE | VA | 20185 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,000 | |
| LEXINGTON MEDICAL CENTER FOUNDATION | ||||||||
| 2720 SUNSET BLVD | WEST COLUMBIA | SC | 29169 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,000 | |
| HEALTH CARE CENTER FOR THE HOMELESS | ||||||||
| 232 N ORANGE BLOSSOM TRL | ORLANDO | FL | 32805 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $1,000 | |
| BOYS & GIRLS CLUBS | ||||||||
| 2017 WEST 9TH AVENUE | DENVER | CO | 80204 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $5,000 | |
| FOUNDATION FOR FOSTER CHILDREN | ||||||||
| 2265 LEE ROAD | WINTER PARK | FL | 32789 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $500 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| PO BOX 127 | UPPERVILLE | VA | 20185 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $25,000 | |
| CAYCE BEAUTIFICATION FOUNDATION | ||||||||
| PO BOX 2004 | CAYCE | SC | 29171 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $20,000 | |
| PIEDMONT CHILD CARE CENTER | ||||||||
| PO BOX 244 | UPPERVILLE | VA | 20185 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $500 | |
| ST MICHAELS EPISCOPAL FOUNDATION | ||||||||
| 2499 N WESTMORELAND DR | ORLANDO | FL | 32804 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $50,000 | |
| CHILDREN'S CHANCE | ||||||||
| 609 SIMS AVE | COLUMBIA | SC | 29205 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $450 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON RD STE 200 | BETHESDA | MD | 20814 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $2,485 | |
| GRACE MEDICAL HOME | ||||||||
| 51 PENNSYLVANIA ST | ORLANDO | FL | 32806 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $2,500 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC | FURTHERANCE OF CHARITABLE PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,670 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,686 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,244 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$28,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,077 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,077 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,750 | Amt |
| Net Investment Income | $5,750 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| WILLIAM P KENNEDY |
| COURTNEY B KENNEDY MCGOWAN |
| ASHLEY E KENNEDY |
| STEVEN BISSINGER |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $389,352 | $369,880 |
| MUTUAL & CLOSED ENDED FUNDS | $703,312 | $712,620 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAXES | Description |
| Amount | $595 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT EXPENSES | $4,528 | $4,528 | |
| FUND RAISING EXPENSES | $4,122 | $4,122 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUND OF PRIOR YEAR DISTRIBUTIONS | $1,000 |
| REIMBURSEMENTS FOR BENEFITS RECEIVED | $7,720 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $413 | Amt |
| Net Investment Income | $413 | NetInvestmentIncomeAmt |
Comments