MOUNT DORA COMMUNITY TRUST: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT DORA COMMUNITY TRUST (EIN 23-7227875)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2013-12-13
- IRS object ID
- 201323479349300817
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-13T08:56:06-08:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greenlee Kurras Rice & Brown PA CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 627 Donnelly Street | AddressLine1 |
| City | Mount Dora | City |
| State | FL | State |
| ZIP Code | 32757 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237227875 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mount Dora Community Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MOUN | NameControl |
| Phone | 3523832140 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1406 | AddressLine1 |
| City | Mount Dora | City |
| State | FL | State |
| ZIP Code | 32756 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FIRST NATL BANK MT DORA | Name |
| Title | Trustee | Title |
| Date Signed | 2013-12-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLARE L GARNER JR CPA | Name |
| PTIN | P00120475 | PTIN |
| Phone | 3523836300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST NATL BANK MT DORA | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1406 | AddressLine1 |
| City | MOUNT DORA | City |
| State | FL | State |
| ZIP Code | 32756 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2974890 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://mountdoracommunitytrust.com/ | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | Established in 1972, the Mount Dora Community Trust is a tax-exempt charitable organization created to provide the Mount Dora area community with funding for public, educational, charitable or benevolent projects and purposes. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 123735 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 834593 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 536829 | InvestmentIncomePriorYear |
| Investment Income Current Year | 317282 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -4131 | OtherRevenuePriorYear |
| Other Revenue Current Year | -163 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 656433 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1151712 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 468253 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 380272 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 92264 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 126197 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4081 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 60198 | OtherExpensePriorYear |
| Other Expenses Current Year | 72356 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 620715 | TotalExpensesPriorYear |
| Total Expenses Current Year | 578825 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 35718 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 572887 | RevenuesLessExpensesCY |
| Total Assets BOY | 9846504 | TotalAssetsBOY |
| Total Assets EOY | 10419891 | TotalAssetsEOY |
| Total Liabilities EOY | 500 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9846504 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10419391 | NetAssetsOrFundBalancesEOY |
| Mission Description | Established in 1972, the Mount Dora Community Trust is a tax-exempt charitable organization created to provide the Mount Dora area community with funding for public, educational, charitable or benevolent projects and purposes. The Trust continues the mission to provide outreach programs to schools, charities and civic causes through the generous actions and financial support of Mount Dora residents and businesses committed to promoting the communitys unity and prosperity | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 432747 | Expense |
| Grants | 214649 | Grants |
| Description | General Community Grants and allocations: for benefit of organizations, governmental entities, and individuals selected by the Distribution Committee. Also includes expenses incurred for the public educational, charitable, or benevolent needs of the Mount Dora area community. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 108787 | Expense |
| Grants | 108787 | Grants |
| Description | Scholarships-Academic: 56 students from Mount Dora area high schools for college/educational programs were provided scholarships this year. Scholarships-Sports: 43 students from the Mount Dora area were provided basketball scholarships from the Hoops Scholarship Fund. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 541534 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FNB MT DORA TRUST DEPT | NamePerson |
| Telephone Number | 3523832140 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 714 N Donnelly Street | AddressLine1 |
| City | MOUNT DORA | City |
| State | FL | State |
| ZIP Code | 32757 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee |
|---|---|---|---|---|---|---|---|
| SAMUEL SADLER | |||||||
| DiST COMMITTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| ALAN JONES | |||||||
| DiSTR COMMITTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| KIM STEWART | |||||||
| DISTR COMMITTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| JAMES A CROSON | |||||||
| DISTR COMMITTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL TEDDER | |||||||
| DISTR COMMITTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| FIRST NATL BANK MT DORA | |||||||
| Trustee | 40.00 | 0.00 | 110051 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 110051 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 834593 | AllOtherContributions |
| Noncash Contributions | 365000 | NoncashContributions |
| Total Contributions | 834593 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 364210 | TotalRevenueColumn |
| Exclusion | $364,210 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5300 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5463 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -163 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -163 | TotalRevenueColumn |
| Exclusion | -$163 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1770787 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1817715 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -46928 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -46928 | TotalRevenueColumn |
| Exclusion | -$46,928 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1151712 | TotalRevenueColumn |
| Exclusion | $317,119 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271215 | Total |
| Program Services | 271215 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109057 | Total |
| Program Services | 109057 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124486 | Total |
| Program Services | 93365 | ProgramServices |
| Management And General | 27387 | ManagementAndGeneral |
| Fundraising | 3734 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1711 | Total |
| Program Services | 1283 | ProgramServices |
| Management And General | 377 | ManagementAndGeneral |
| Fundraising | 51 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2650 | Total |
| Management And General | 2650 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785 | Total |
| Program Services | 589 | ProgramServices |
| Management And General | 172 | ManagementAndGeneral |
| Fundraising | 24 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4380 | Total |
| Program Services | 3285 | ProgramServices |
| Management And General | 964 | ManagementAndGeneral |
| Fundraising | 131 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1834 | Total |
| Program Services | 1376 | ProgramServices |
| Management And General | 403 | ManagementAndGeneral |
| Fundraising | 55 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123 | Total |
| Program Services | 92 | ProgramServices |
| Management And General | 27 | ManagementAndGeneral |
| Fundraising | 4 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| MEMBERSHIP DUES | 625 | 625 | ||
| TELEPHONE | 1247 | 275 | 935 | 37 |
| OTHER | 1501 | 330 | 1126 | 45 |
| MISCELLANEOUS PROGRAM | 59211 | 59211 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 578825 | Total |
| Program Services | 541534 | ProgramServices |
| Management And General | 33210 | ManagementAndGeneral |
| Fundraising | 4081 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -97 | BOY |
| EOY | 4563 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 508063 | BOY |
| EOY | 984522 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 142515 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 524621 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6920 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76178 | BOY |
| EOY | 517701 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9262360 | BOY |
| EOY | 8770590 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9846504 | BOY |
| EOY | 10419891 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 500 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3566515 | BOY |
| EOY | 3508586 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4298861 | BOY |
| EOY | 4611226 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1981128 | BOY |
| EOY | 2299579 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9846504 | BOY |
| EOY | 10419391 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9846504 | BOY |
| EOY | 10419891 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 572887 | ReconcilationRevenueExpenses |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 287510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 254231 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 341121 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 405723 | CurrentTaxYearMinus1Year |
| Current Tax Year | 794966 | CurrentTaxYear |
| Total | 2083551 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 287510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 254231 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 341121 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 405723 | CurrentTaxYearMinus1Year |
| Current Tax Year | 794966 | CurrentTaxYear |
| Total | 2083551 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 299126 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1784425 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 223303 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 287827 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 300646 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 333165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 364210 | CurrentTaxYear |
| Total | 1509151 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 4163 | CurrentTaxYear |
| Total | 4163 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3596865 | TotalSupport |
| Public Support Pertcentage170 | 0.49610 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.61010 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Unusual Grant Amounts Received during 5 Year Lookback Period:Year ending August 31, 2013 (2012) $ 225,099Year ending August 31, 2010 (2009) $ 878,807Year ending August 31, 2009 (2008) $1,977,312 | GeneralExplanation |
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 | 3 | NumberDAFsHeld |
| Donor Advised Contributions | 47968 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 7975 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 133598 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 650564 | BeginningOfYearBalance |
| Contributions | 160980 | Contributions |
| Investment Earnings Or Losses | 18559 | InvestmentEarningsOrLosses |
| Other Expenditures | 50509 | OtherExpenditures |
| Administrative Expenses | 7539 | AdministrativeExpenses |
| End Of Year Balance | 772055 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 653699 | BeginningOfYearBalance |
| Contributions | 124638 | Contributions |
| Investment Earnings Or Losses | 31445 | InvestmentEarningsOrLosses |
| Other Expenditures | 148601 | OtherExpenditures |
| Administrative Expenses | 10617 | AdministrativeExpenses |
| End Of Year Balance | 650564 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 670811 | BeginningOfYearBalance |
| Contributions | 20604 | Contributions |
| Investment Earnings Or Losses | 34615 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 59946 | GrantsOrScholarships |
| Other Expenditures | 3162 | OtherExpenditures |
| Administrative Expenses | 9223 | AdministrativeExpenses |
| End Of Year Balance | 653699 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 680502 | BeginningOfYearBalance |
| Contributions | 16827 | Contributions |
| Investment Earnings Or Losses | 12098 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 26164 | GrantsOrScholarships |
| Other Expenditures | 7599 | OtherExpenditures |
| Administrative Expenses | 4853 | AdministrativeExpenses |
| End Of Year Balance | 670811 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15913 | BeginningOfYearBalance |
| Contributions | 5135 | Contributions |
| Investment Earnings Or Losses | 15000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7856 | GrantsOrScholarships |
| Other Expenditures | 5174 | OtherExpenditures |
| Administrative Expenses | 680502 | AdministrativeExpenses |
| End Of Year Balance | 680502 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 72953 | OtherCostOrOtherBasis |
| Book Value | 72953 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 446511 | OtherCostOrOtherBasis |
| Depreciation | 4326 | Depreciation |
| Book Value | 442185 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1692 | OtherCostOrOtherBasis |
| Depreciation | 1692 | Depreciation |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3465 | OtherCostOrOtherBasis |
| Depreciation | 902 | Depreciation |
| Book Value | 2563 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 517701 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSIT | Description |
| Amount | $500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 500 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4 | Identifier |
| Return Reference | Part V, Line 4: Intended uses of the endowment fund. | ReturnReference |
| Explanation | PHILANTHROPIC, PERFORMING ARTS, PUBLIC LIBRARY, PUBLIC FACILITIES, SISTER CITIES PROGRAMS, CHILDREN'S HOME. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| MT DORA LIBRARY ASSN | ||||||||
| 1995 N DONNELLY ST | MOUNT DORA | FL | 32757 | 591379984 | 501(C)(3) | 54100 | 0 | PUBLIC LIBRARY SUPPORT |
| MT DORA HIGH SCHOOL | ||||||||
| PO BOX 696 | MOUNT DORA | FL | 32756 | 596000694 | GOVT ORG | 17337 | 0 | PUBLIC HIGH SCHOOL |
| MT DORA CHAMBER OF COMMERCE | ||||||||
| 34 ALEXANDER ST | MOUNT DORA | FL | 32757 | 590369669 | 501(C)(6) | 52985 | 0 | COMMUNITY SUPPORT |
| MT DORA CENTER FOR ARTS | ||||||||
| 138 E FIFTH AVE | MOUNT DORA | FL | 32757 | 592470958 | 501(C)(3) | 9500 | 0 | ART PROGRAM SUPPORT |
| MISC 5000 EA | ||||||||
| PO BOX 1406 | MOUNT DORA | FL | 32756 | 501(C)(3) | 7750 | 0 | COMMUNITY GRANTS | |
| LAKES AND HILLS GARDEN CLUB | ||||||||
| PO BOX 435 | ASTATULA | FL | 34705 | 592837670 | 501(C)(3) | 14600 | 0 | COMMUNITY LANDSCAPING |
| LAKE CARES FOOD PANTRY | ||||||||
| 2001 W OLD HWY 441 | MOUNT DORA | FL | 32757 | 264223345 | 501(C)(3) | 8750 | 0 | FOOD PANTRY SUPPORT |
| GOLDEN TRIANGLE YMCA | ||||||||
| 1465 DAVID WALKER RD | TAVARES | FL | 32778 | 590624430 | 501(C)(3) | 6564 | 0 | YOUTH PROGRAM SUPPORT |
| EASTER SEALS FLORIDA INC | ||||||||
| 2010 MIZELL AVE | WINTER PARK | FL | 32792 | 590637848 | 501(C)(3) | 7000 | 0 | CAMP CHALLENGE |
| DEBBIES DOORSTEP | ||||||||
| PO BOX 227 | SORRENTO | FL | 32776 | 261945990 | 501(c)(3) | 13000 | 0 | SHELTER FOR WOMEN & CHILDREN |
| CORNERSTONE HOSPICE FDN | ||||||||
| 2445 LANE PARK ROAD | TAVARES | FL | 32778 | 592915060 | 501(C)(3) | 6564 | 0 | HOSPICE PROGRAM SUPPORT |
| CONGREGATIONAL CHURCH | ||||||||
| 650 N DONNELLY ST | MOUNT DORA | FL | 32757 | 800391429 | 501(C)(3) | 6564 | 0 | CHURCH PROGRAM SUPPORT |
| CITY OF MT DORA | ||||||||
| PO BOX 176 | MOUNT DORA | FL | 32756 | 596000380 | GOVT ORG | 9933 | 0 | MUNICIPAL PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS-SPORTS | 43 | 28427 |
| SCHOLARSHIPS-ACADEMIC | 78 | 80630 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | SIX MONTHS AFTER GRANT FUNDS ARE AWARDED, THE RECIPIENT ORGANIZATION IS REQUIRED TO COMPLETE AND SUBMIT A POST-GRANT QUESTIONNAIRE, WHICH IS REVIEWED BY THE COMMUNITY TRUST TO ENSURE THE GRANT WAS USED AS INTENDED. | Explanation |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 365000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | GOVERNING DOCS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR A REASONABLE COPYING FEE. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | COMPENSATION OF THE TRUSTEE AND EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE GOVERNING BODY OF THE ORGANIZATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. COMPENSATION IS REVIEWED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SUITED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | DURING GOVERNING BODY MEETINGS, ANY POTENTIAL CONFLICTS OF INTEREST REQUIRED TO BE DISCLOSED BY OFFICERS/KEY EMPLOYEES ARE REVIEWED & FURTHER ACTION IS TAKEN IF NECESSARY & DOCUMENTED IN THE MINUTES. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | GOVERNING BODY MEMBERS ARE PROVIDED A DRAFT COPY OF THE FORM 990 FOR THEIR REVIEW, CHANGES NOTED BY MEMBERS ARE MADE AS NECESSARY, AND THE FINAL FORM 990 IS THEN FILED UPON SIGNATURE OF AN AUTHORIZED OFFICER. |
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