VOTUM FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
VOTUM FOUNDATION INC (EIN 59-3580800)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-14
IRS object ID
201423189349100112
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-14T08:41:26-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JIM D LEE CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 S FLORIDA AVE STE 530AddressLine1
CityLAKELANDCity
StateFLState
ZIP Code338015268ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593580800EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VOTUM FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlVOTUBusinessNameControlTxt
Phone8636471581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5252AddressLine1
CityLAKELANDCity
StateFLState
ZIP Code33807ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAWRENCE MAXWELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8636471581PhoneNum
Signature2014-11-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparation2014-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,925,928FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,034InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,034InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3,034InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$94,947OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$94,947OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$97,981TotalRevAndExpnssAmt
Total Net Invst Incm$3,034TotalNetInvstIncmAmt
Total Adj Net Incm$97,981TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$33AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$33AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,550TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$3,550TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,583TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,583TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$420,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$420,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$423,583TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$423,583TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$325,602ExcessRevenueOverExpensesAmt
Net Investment Income$3,034NetInvestmentIncomeAmt
Adjusted Net Income$97,981AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,729,646SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$131,576SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$131,576SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$3,330,327OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$4,521,884OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$3,330,327OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$3,330,327OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments EOY$3,464,025OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,464,025OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,251,530TotalAssetsBOYAmt
Total Assets EOY$6,925,928TotalAssetsEOYAmt
Total Assets EOYFMV$6,925,928TotalAssetsEOYFMVAmt
Other Liabilities BOY$350OtherLiabilitiesBOYAmt
Other Liabilities EOY$350OtherLiabilitiesEOYAmt
Total Liabilities BOY$350TotalLiabilitiesBOYAmt
Total Liabilities EOY$350TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$7,251,180UnrestrictedBOYAmt
Unrestricted EOY$6,925,578UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$7,251,180TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,925,578TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,251,530TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,925,928TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,251,180TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$325,602ExcessRevenueOverExpensesAmt
Subtotal$6,925,578SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,925,578TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$338,513AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$419,356AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$156,804AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$183,192AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$268,245AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$30NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$30AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$423,583QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Subtotal$30SubtotalAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Tax Due$30TaxDueAmt

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 700AddressLine1
CityLAKELANDCity
StateFLState
ZIP Code33801ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$423,583ExpensesAndContributionsAmt
Qualifying Distributions$423,583QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$30PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$423,553AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$271,755ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$186,808ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$157,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$419,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$338,600ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,374,163TotalExcessDistributionCyovAmt
Qualifying Distributions$423,583QualifyingDistributionsAmt
Remaining Distri From Corpus$423,583RemainingDistriFromCorpusAmt
Total Corpus$1,797,746TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$271,755ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,525,991ExcessDistriCyovToNextYrAmt
Excess From Year4$186,808ExcessFromYear4Amt
Excess From Year3$157,500ExcessFromYear3Amt
Excess From Year2$419,500ExcessFromYear2Amt
Excess From Year1$338,600ExcessFromYear1Amt
Excess From Current Year$423,583ExcessFromCurrentYearAmt

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 AVEAddressLine1
Address Line2SUITE 700AddressLine2
CityLAKELANDCity
StateFLState
ZIP Code33801ZIPCode
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 (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KIDS ARK INTERNATIONAL
STUART AVELAKE WALESFL33853PUBLIC ASSISTANCE$10,000
BILLY GRAHAM ASSN
CENTRAL AVEWINTER HAVENFL33884MINISTRY$10,000
LAKELAND CHRISTIAN SCHOOL
TEMPLE AVELAKELANDFL33801EDUCATIONAL$300,000
WORLD HOPE
PO BOX 17151BALTIMOREMD21297MINISTRY$75,000
SALVATION ARMY
PO BOX 12427TAMPAFL33631MINISTRY$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$420,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,034ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Related Or Exempt Function Incm$94,947RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,034ExclusionAmt
Related Or Exempt Function Incm$94,947RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$97,981TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBANK CHARGESCategoryTxt
Amt$33Amt
Disbursements Charitable Prps$33DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

LAWRENCE W MAXWELL
ANITA K MAXWELL
AMANDA R DROST
BENJAMIN DE FALK

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemODYSSEY NOTESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,464,025BookValueAmt
EOYFMV$3,464,025EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Revenue And Expenses Per Books$94,947RevenueAndExpensesPerBooksAmt
Adjusted Net Income$94,947AdjustedNetIncomeAmt

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 ACCTSBusinessNameLine1
FieldValueIRS element (for citing)
Balance Due$3,330,327BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$3,550Amt
Disbursements Charitable Prps$3,550DisbursementsCharitablePrpsAmt

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