U S FAMILY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- U S FAMILY FOUNDATION INC (EIN 59-3412016)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-30
- IRS object ID
- 201323039349300212
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-30T08:54:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591638720 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS MCCRANIE WARDLOW & CASH PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 426 | AddressLine1 |
| City | CRYSTAL RIVER | City |
| State | FL | State |
| ZIP Code | 34423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593412016 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | USFA | NameControl |
| Phone | 3527268130 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 PLEASANT GROVE ROAD | AddressLine1 |
| City | INVERNESS | City |
| State | FL | State |
| ZIP Code | 344525725 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J PAUL CASH | Name |
| Title | PRESIDENT | Title |
| Phone | 3527268130 | Phone |
| Date Signed | 2013-10-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J PAUL CASH | Name |
| PTIN | P00038765 | PTIN |
| Phone | 3527953212 | Phone |
| Date Prepared | 2013-10-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 PLEASANT GROVE ROAD | AddressLine1 |
| City | INVERNESS | City |
| State | FL | State |
| ZIP Code | 344525725 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3890005 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.USFAMILYFOUNDATION.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO CREATE AND ADMINISTER ENDOWMENTS TO SUPPORT 501(C)(3) CHARITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 86682 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 292289 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12716 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12977 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 110080 | InvestmentIncomePriorYear |
| Investment Income Current Year | 364500 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 209478 | TotalRevenuePriorYear |
| Total Revenue Current Year | 669766 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 381810 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 537930 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3343 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 150674 | OtherExpensePriorYear |
| Other Expenses Current Year | 152039 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 532484 | TotalExpensesPriorYear |
| Total Expenses Current Year | 689969 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -323006 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -20203 | RevenuesLessExpensesCY |
| Total Assets BOY | 7655136 | TotalAssetsBOY |
| Total Assets EOY | 8207091 | TotalAssetsEOY |
| Total Liabilities BOY | 143857 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 85377 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7511279 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8121714 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO CREATE AND ADMINISTER ENDOWMENTS TO SUPPORT 501(C)(3) CHARITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 593926 | Expense |
| Grants | 537930 | Grants |
| Description | OVERSIGHT AND ADMINISTRATION OF 25 ENDOWMENTS BENEFITING OVER 70 DIFFERENT 501(C)(3) CHARITIES. MADE CONTRIBUTIONS TO QUALIFYING EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ORGANIZATIONS. | Description |
| Total Program Service Expense | 593926 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J PAUL CASH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3527268130 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 PLEASANT GROVE ROAD | AddressLine1 |
| City | INVERNESS | City |
| State | FL | State |
| ZIP Code | 344525725 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| J PAUL CASH | ||||||
| PRESIDENT/EXECUTIVE DIR | 8.00 | X | X | 0 | 0 | 0 |
| KAREN THURMAN | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| CHESTER V COLE | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| GERRY MULLIGAN | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| WANN VAN ROBINSON | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| ROBERT C WARDLOW III | ||||||
| SECRETARY/TREAS | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 292289 | AllOtherContributions |
| Total Contributions | 292289 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUND MANAGEMENT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 12977 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12977 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12977 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 198868 | TotalRevenueColumn |
| Related Or Exempt Function Income | 198868 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3385871 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3220239 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 165632 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 165632 | TotalRevenueColumn |
| Related Or Exempt Function Income | 165632 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 669766 | TotalRevenueColumn |
| Related Or Exempt Function Income | 377477 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 537930 | Total |
| Program Services | 537930 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1086 | Total |
| Management And General | 1086 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44398 | Total |
| Program Services | 44398 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23640 | Total |
| Management And General | 23640 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39 | Total |
| Management And General | 39 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8865 | Total |
| Program Services | 8865 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1680 | Total |
| Management And General | 1680 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| ADMINISTRATION | 58964 | 58964 | ||
| AUDIT | 8199 | 2733 | 2733 | 2733 |
| STATE REGISTRATIONTA | 3840 | 3840 | ||
| WEB PAGE DEVELOPMENT | 610 | 610 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 718 | Total |
| Management And General | 718 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 689969 | Total |
| Program Services | 593926 | ProgramServices |
| Management And General | 92700 | ManagementAndGeneral |
| Fundraising | 3343 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126378 | BOY |
| EOY | 183850 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 434745 | BOY |
| EOY | 452398 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8962 | BOY |
| EOY | 370 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6972100 | BOY |
| EOY | 7474817 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112951 | BOY |
| EOY | 95656 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7655136 | BOY |
| EOY | 8207091 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7200 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136657 | BOY |
| EOY | 85377 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143857 | BOY |
| EOY | 85377 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7076534 | BOY |
| EOY | 7669316 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 434745 | BOY |
| EOY | 452398 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7511279 | BOY |
| EOY | 8121714 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7655136 | BOY |
| EOY | 8207091 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -20203 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 612985 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 17653 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 172000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 151228 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1057664 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 86676 | CurrentTaxYearMinus1Year |
| Current Tax Year | 292289 | CurrentTaxYear |
| Total | 1759857 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 172000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 151228 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1057664 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 86676 | CurrentTaxYearMinus1Year |
| Current Tax Year | 292289 | CurrentTaxYear |
| Total | 1759857 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 989694 | AmountsSubstContributorsTotal |
| Public Support Total170 | 770163 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 225595 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 141130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 141329 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 187258 | CurrentTaxYearMinus1Year |
| Current Tax Year | 198867 | CurrentTaxYear |
| Total | 894179 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2654036 | TotalSupport |
| Public Support Pertcentage170 | 0.29020 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.39410 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests PY170 | X | ThirtyThreePercntTestsPY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 27 | NumberDAFsHeld |
| Donor Advised Contributions | 292289 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 537930 | GrantsPaidFromDonorFunds |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY LIABILITY | Description |
| Amount | $85,377 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 85377 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 1282751 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 612985 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 612985 | RevenueNotRptdF990 |
| Revenue Subtotal | 669766 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 669766 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 689969 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 689969 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 689969 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| CITRUS COUNTY HISTORICAL SOCIETY | ||||||
| 1 COURTHOUSE SQUARE | INVERNESS | FL | 34450 | 501(C)(3) | 79427 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| FRIENDS OF THE FLORAL CITY LIBRARY | ||||||
| 8360 E ORANGE AVE | FLORAL CITY | FL | 34436 | 501(C)(3) | 3000 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| SACRED HEART LEAGUE INC | ||||||
| 6050 HIGHWAY 61 | WALLS | MS | 38680 | 501(C)(3) | 6384 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| ST JOSEPH'S INDIAN SCHOOL | ||||||
| PO BOX 100 | CHAMBERLAIN | SD | 57325 | 501(C)(3) | 6386 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| THE CARMELITE FATHERS INC | ||||||
| PO BOX 868 | MIDDLETON | NY | 10940 | 501(C)(3) | 6384 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| UMPQUA COMMUNITY COLLEGE | ||||||
| 18585 DIXONVILLE ROAD | ROSEBURG | OR | 97470 | 501(C)(3) | 350000 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| UNIVERSITY OF SOUTH FLORIDA | ||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | 501(C)(3) | 61000 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| US FAMILY FOUNDATION INC | ||||||
| 450 PLEASANT GROVE ROAD | INVERNESS | FL | 34452 | 501(C)(3) | 23640 | FUND SOFTWARE PURCHASE TO ADMINISTER DONOR ADVISOR FUNDS |
| NATIONAL FREE FLIGHT SOCIETY | ||||||
| 7 HALL COURT | INVERNESS | FL | 34450 | 501(C)(3) | 1709 | FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 9 | TotalNbrOfOtherOrganizations |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ROBERT C WARDLOW III | |||
| BUSINESS | 19655 | ROBERT C WARDLOW IS AN EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTS. CPA FIRM HAS COMPENSATION PROVIDED BY OVER 1,000 CLIENTS OTHER THAN THE FOUNDATION. FOUNDATION DOES NOT COMPENSATE ANY OF THE ABOVE INDIVIDUALLY. | 0 |
| J PAUL CASH | |||
| BUSINESS | 19654 | J PAUL CASH IS AN EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTS. CPA FIRM HAS COMPENSATION PROVIDED BY OVER 1,000 CLIENTS OTHER THAN THE FOUNDATION. FOUNDATION DOES NOT COMPENSATE ANY OF THE ABOVE INDIVIDUALLY. | 0 |
| ROBERT E MCCRANIE | |||
| BUSINESS | 19654 | ROBERT E MCCRANIE IS AN EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTS. CPA FIRM HAS COMPENSATION PROVIDED BY OVER 1,000 CLIENTS OTHER THAN THE FOUNDATION. FOUNDATION DOES NOT COMPENSATE ANY OF THE ABOVE INDIVIDUALLY. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE PRESIDENT, EXECUTIVE DIRECTOR AND SECRETARY/TREASURER ALL WORK FOR THE SAME CPA FIRM WHICH PROVIDES ALL MANAGEMENT AND ACCOUNTING SERVICES TO THE FOUNDATION AT STANDARD RATES. SEE SCHEDULE L PART IV. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 IS FORWARDED TO MEMBERS OF THE BOARD PRIOR TO FILING. IF NECESSARY, ANY CHANGES TO FORM 990 ARE MADE PRIOR TO SUBMITTING THE RETURN. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAINTAINS COPIES OF THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS WELL AS COPIES OF FORM 990. ANY REQUEST FOR SUCH INFORMATION IS HONORED. | |
| FORM 990, PART XI, LINE 9: | ACTUARIAL CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 17,653. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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