2013-09-05T14:14:15-05:00
2013-05-31
204193611
Batts Morrison Wales & Lee PA
801 North Orange Avenue Suite 800
Orlando
FL
32801
990PF
2012-06-01
593010451
Hans and Cay Jacobsen Charitable Foundation Inc
HANS
4078106672
PO Box 2149
Winter Park
FL
32790
Teresa W Borcheck
President
4078106672
2013-08-26
1
Michele M Wales
P00428093
4077706000
2013-08-26
2012
2016-02-24 21:20:13Z
X
5558900
X
X
122904
122904
32889
865428
32889
11559
1559
167352
157352
32000
8000
24000
2500
2500
0
12415
12415
0
36854
18427
18427
11315
0
0
3388
3388
0
5211
5211
0
103683
49941
42427
240000
240000
343683
49941
282427
-176331
107411
5905
15704
15704
3414063
3011179
3909759
1402110
1618864
1633437
4822078
4645747
5558900
0
0
X
4822078
4645747
4822078
4645747
4822078
4645747
4822078
-176331
0
4645747
0
4645747
Publicly traded securities
P
831655
832539
-884
-884
Capital Gains Dividends
P
33773
33773
33773
32889
0
221179
5121082
0.043190
226363
4972921
0.045519
283894
4719818
0.060149
68969
4536229
0.015204
433742
5901418
0.073498
0.237560
0.047512
5310615
252318
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253392
282427
X
1074
0
1074
0
1074
11750
11750
10676
1076
9600
0
0
0
0
0
0
0
0
0
0
1
1
FL
1
0
0
0
0
1
www.hansandcayjacobsenfoundation.org
Capital City Trust Company
8668209671
PO Box 1549
Tallahassee
FL
323021549
0
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
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0
0
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Teresa W Borcheck
PO Box 2149
Winter Park
FL
32790
President
10.00
14000
0
0
W Thomas Brooks
PO Box 2149
Winter Park
FL
32790
Vice President
2.00
6000
0
0
Brian Brooks
PO Box 2149
Winter Park
FL
32790
Treasurer
2.00
6000
0
0
Shannon Mclin Carlyle
PO Box 2149
Winter Park
FL
32790
Secretary
2.00
6000
0
0
NONE
0
NONE
0
0
5338942
52545
0
5391487
0
0
5391487
80872
5310615
265531
265531
1074
1074
264457
10000
274457
0
274457
282427
0
282427
1074
281353
274457
20386
0
0
282427
20386
0
0
262041
0
0
0
0
0
0
0
0
12416
0
0
0
Teresa Borcheck President
PO Box 2149
Winter Park
FL
32790
4078106672
info@hansandcayjacobsenfoundation.org
Contact the Foundation directly or visit the Foundation's website at www.hansandcayjacobsenfoundation.org for information regarding form and content of applications.
Requests are to be received by May 1 and November 1 for consideration at the semiannual meetings.
Grants are generally restricted to programs which assist children and young adults, in the areas of health, education, culture, recreation, and any other programs that will add to the betterment of their life and their participation as good citizens. Grants are generally restricted to programs conducted in Lake and Sumter County, Florida.
Association Of Small Foundations
1720 North Street NW
Washington
DC
200362907
None
Educational Organiza
For programs and operations.
1000
Beacon College Inc
105 East Main Street
Leesburg
FL
347485224
None
Educational Organiza
For programs and operations.
10000
Boys & Girls Club of Lake & Sumter Counties Inc
PO Box 896179
Leesburg
FL
347896179
None
Educational Organiza
To fund Holiday Break 2012 and Overall Project Learn 2013.
45000
Christian Home & Bible School
301 West 13th Avenue
Mount Dora
FL
327574271
None
Educational Organiza
For programs and operations.
20000
Church at South Lake
PO Box 121023
Clermont
FL
347121023
None
Religious Organizati
For Buses N' Backpacks Program.
5000
Early Learning Coalition of Lake County
1300 Citizens Boulevard
Leesburg
FL
347483965
None
Charitable Organizat
For programs and operations.
10000
Easter Seals Florida Inc
2010 Mizell Avenue
Winter Park
FL
327924119
None
Charitable Organizat
Camp scholarships for Lake County children.
10000
Haven of Lake & Sumter Counties Inc
2600 South Street
Leesburg
FL
347488740
None
Charitable Organizat
To support Project Save Kids
25000
Lake Sumter Childrens Advocacy Center Inc
300 South Canal Street
Leesburg
FL
347485904
None
Charitable Organizat
For the expansion of the counseling program.
20000
New Vision for Independence Inc
9501 US Highway 441
Leesburg
FL
347883950
None
Charitable Organizat
To fund the Blind Babies Program.
10000
Southern Scholarship Foundation Inc
322 Stadium Drive
Tallahassee
FL
323043450
None
Charitable Organizat
For programs and operations.
6000
Special Olympics Florida Inc
1915 Don Wickham Drive
Clermont
FL
347111915
None
Charitable Organizat
To fund a person as a young athelete trainer for Lake County.
30000
Sumter County Youth Center
PO Box 2092
Bushnell
FL
335130109
None
Charitable Organizat
For programs and operations.
8000
The Boggy Creek Gang Inc
30500 Brantley Branch Road
Eustis
FL
327369596
None
Charitable Organizat
For programs and operations.
10000
University of Central Florida Foundation Inc
12424 Research Parkway
Orlando
FL
328263249
None
Educational Organiza
For programs and operations and to fund nursing program.
30000
240000
0
14
122904
14
1559
14
32889
Recovery of prior year grants paid
01
10000
0
167352
0
167352
0
0
0
0
0
0
0
0
0
0
Accounting and tax advisory fees
12415
12415
0
iShares Barclays (AGG)
302359
300052
iShares Barclays 1-3 Bond (CSJ)
500177
506352
PIMCO FDS PAC (PTLDX)
338273
337747
Vanguard INFLAT PRO IV (VIPSX)
170000
167830
PIMCO INV GRD (PIGIX)
308055
321456
MFS Research International (MRSIX)
233141
325412
Templeton Income (TGBAX)
230129
225810
Actavis Inc (ACT)
56570
100481
Allstate Corp (ALL)
28780
55476
American Elec Pwr (AEP)
22013
26576
Apache Corp (APA)
58831
52974
Apple Inc (AAPL)
75019
85450
Artisan International (ARTIX)
50000
67509
AT&T (T)
30554
37439
BB&T Corp (BBT)
39457
58433
CF Industries Holdings (CF)
31917
37237
Cognizant Tech Sol CL A (CTSH)
42869
42022
Colgate Palmolive Co (CL)
40633
52056
ConocoPhillips (COP)
47127
56433
CVS/Caremark Corp (CVS)
45828
73702
Danaher Corp (DHR)
53012
72638
Dodge & Cox Int'l Stock Fund (DODFX)
50000
63174
Exxon Mobil Corp (XOM)
64565
78709
Federated Investors Income (FII)
38889
59214
Fiserv Inc (FISV)
42172
68856
Freeport-McMoran (FCX)
40595
33068
General Dynamics Corp (GD)
27820
35852
International Business Machs (IBM)
59003
70727
iShares Russell 1000 Index (IWB)
124620
180840
Johnson & Johnson (JNJ)
35841
47141
Kohls Corp (KSS)
36458
39586
Laboratory Corp Amer Hldgs (LH)
45149
54222
McDonald's (MCD)
44519
48285
McKesson Corp (MCK)
50724
74578
Metlife Inc (MET)
42437
61452
Microsoft Corp (MSFT)
39504
52874
National Oilwell Varco (NOV)
62029
71355
Nextera Energy (NEE)
22169
30626
Oppenheimer Main STR Small Cap (OPMYX)
140000
174620
Oracle Corp Common (ORCL)
55763
63506
Procter & Gamble Co (PG)
43642
52964
Publis Svc Enterprise Group (PEG)
22359
21806
Qualcom Inc (QCOM)
50423
61576
Roper Industries Inc (ROP)
38143
63973
Royce FD Premier Instl (RPFIX)
214212
227474
Scripps Networks Interactive (SNI)
39435
65002
SPDR S&P 500 Unit Ser 1 ETF (SPY)
112070
163445
Target Corp (TGT)
37948
50735
Thermo Fisher Scientific Inc (TMO)
43890
75938
Travelers Cos Inc (TRV)
45640
75348
Union Pac Corp (UNP)
52101
90453
United Technology Corp (UTX)
39848
51246
US Bancorp Del Com New (USB)
44365
64510
Verizon Communications (VZ)
30526
40723
VF Corporation (VFC)
46406
67109
Walmart Stores Inc (WMT)
42034
59124
Legal fees
2500
2500
0
Insurance
1266
1266
0
Membership dues
695
695
0
Miscellaneous
3250
3250
0
Miscellaneous
1559
1559
1559
Recovery of prior year grants paid
10000
10000
Investment advisory & administrative fees
36854
18427
18427
Federal excise tax
11315
0
0