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VOTUM FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
VOTUM FOUNDATION INC (EIN 59-3580800)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201333199349101733
Schema version
2012v2.3
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)
Timestamp2013-11-15T14:33:43-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1500 S FLORIDA AVE STE 530AddressLine1
CityLAKELANDCity
StateFLState
ZIP Code338015268ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN593580800EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1VOTUM FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlVOTUNameControl
Phone8636471581Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameLAWRENCE MAXWELLName
TitlePRESIDENTTitle
Phone8636471581Phone
Date Signed2013-11-15DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Date Prepared2013-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2729646FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss8743InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm8743InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm8743InterestOnSavingsAdjNetIncm
Other Income Rev And Expnss27052OtherIncomeRevAndExpnss
Other Income Adj Net Incm27052OtherIncomeAdjNetIncm
Total Revenue And Expenses35795TotalRevenueAndExpenses
Total Net Investment Income8743TotalNetInvestmentIncome
Total Adjusted Net Income35795TotalAdjustedNetIncome
Taxes Rev And Expnss214TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss214TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss338600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps338600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss338814TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps338600TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-303019ExcessOfRevenueOverExpenses
Net Investment Income8743NetInvestmentIncome
Adjusted Net Income35795AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY2791276SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2729646SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2729646SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable4521884OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY4763273OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY4521884OtherNotesAndLoansRcvblEOY
Total Assets BOY7554549TotalAssetsBOY
Total Assets EOY7251530TotalAssetsEOY
Total Assets EOYFMV2729646TotalAssetsEOYFMV
Other Liabilities BOY350OtherLiabilitiesBOY
Other Liabilities EOY350OtherLiabilitiesEOY
Total Liabilities BOY350TotalLiabilitiesBOY
Total Liabilities EOY350TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY7554199UnrestrictedBOY
Unrestricted EOY7251180UnrestrictedEOY
Total Net Assets BOY7554199TotalNetAssetsBOY
Total Net Assets EOY7251180TotalNetAssetsEOY
Total Liabilities Net Assets BOY7554549TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY7251530TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY7554199TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-303019ExcessOfRevenueOverExpenses
Subtotal7251180Subtotal
Total Net Assets Fund Balances EOY7251180TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1419356QualifyingDistributionsYear1
Qualifying Distributions Year2156804QualifyingDistributionsYear2
Qualifying Distributions Year3183192QualifyingDistributionsYear3
Qualifying Distributions Year4268245QualifyingDistributionsYear4
Qualifying Distributions Year51157994QualifyingDistributionsYear5
Net Noncharitable Assets0NetNoncharitableAssets
One Percent Net Investment Income87OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One87AdjNonchrtblAssetsAndOnePct
Qualifying Distributions338600QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax87InvestmentIncomeExciseTax
Subtotal87Subtotal
Tax Based On Investment Income87TaxBasedOnInvestmentIncome
Tax Due87TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameLAWRENCE W MAXWELLBooksInCareOfPersonName
Books In Care Of Phone Number8636471581BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1500 S FLORIDA AVE SUITE 700AddressLine1
CityLAKELANDCity
StateFLState
ZIP Code33801ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
LAWRENCE W MAXWELL
500 S FLORIDA AVE SUITE 700LAKELANDFL33801PRES/TREAS4.00000
ANITA K MAXWELL
500 S FLORIDA AVE SUITE 700LAKELANDFL33801VP/SECTRY4.00000
LAWRENCE T MAXWELL
500 S FLORIDA AVE SUITE 700LAKELANDFL33801DIRECTOR2.00000
AMANDA R DROST
500 S FLORIDA AVE SUITE 700LAKELANDFL33801DIRECTOR2.00000
BENJAMIN DE FALK
500 S FLORIDA AVE SUITE 700LAKELANDFL33801DIRECTOR2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Tax Based On Investment Income87TaxBasedOnInvestmentIncome
Total Tax87TotalTax
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions338600ExpensesAndContributions
Qualifying Distributions338600QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm87OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions338513AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year51163006ExcessDistriCarryoverYear5
Excess Distri Carryover Year4271755ExcessDistriCarryoverYear4
Excess Distri Carryover Year3186808ExcessDistriCarryoverYear3
Excess Distri Carryover Year2157500ExcessDistriCarryoverYear2
Excess Distri Carryover Year1419500ExcessDistriCarryoverYear1
Total Excess Distri Carryover2198569TotalExcessDistriCarryover
Qualifying Distributions338600QualifyingDistributions
Remaining Distri From Corpus338600RemainingDistriFromCorpus
Total Corpus2537169TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year51163006ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1374163ExcessDistriCyovToNextYear
Excess From Year4271755ExcessFromYear4
Excess From Year3186808ExcessFromYear3
Excess From Year2157500ExcessFromYear2
Excess From Year1419500ExcessFromYear1
Excess From Current Year338600ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameLAWRENCE MAXWELLRecipientName

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 Phone Number8636471581RecipientPhoneNumber
Recipient Email AddressLMAXWELL@CENTURYCOMPANIES.NETRecipientEmailAddress
Form And Info And MaterialsNAME, ADDRESS, TELEPHONE NUMBER, CONTACT PERSON, PURPOSE FOR REQUESTFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
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.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
KIDS ARK INTERNATIONAL
STUART AVELAKE WALESFL33853PUBLIC ASSISTANCE$7,500
EQUIP INC
CENTRAL AVEWINTER HAVENFL33884MINISTRY$100,000
OHIO CHRISTIAN UNIVERSITY
LANCASTER PIKECIRCLEVILLEOH43113EDUCATIONAL$75,000
WORLD HOPE
PO BOX 17151BALTIMOREMD21297MINISTRY$150,000
GRACE LUTHERAN
PO BPX 12427GLENDALEAZ85318MINISTRY$6,100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year338600TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$8,743ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionODYSSEY K-1'SDescription
Related Or Exempt Function Income27052RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$8,743ExclusionAmount
Related Or Exempt Function Income27052RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA35795TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Compensation Explanation CompensationExplanation

Compensation Compensation (5 entries)

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

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionODYSSEY K-1'SDescription
Revenue And Expenses Per Books27052RevenueAndExpensesPerBooks
Adjusted Net Income27052AdjustedNetIncome

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionEXCISE TAX PAYABLEDescription
BOY Book Value350BOYBookValue
EOY Book Value350EOYBookValue

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort (9 entries)

Balance DueBalanceDue
MISCELLANEOUS LOAN ACCTS
1290210
ODYSSEY RESIDENTIAL
996279
ODYSSEY DIVERSIFIED VI
1076231
ODYSSEY DIVERSIFIED VIII
138420
ODYSSEY PROPERTIES III
202815
ODYSSEY DIVERSIFIED VII
25086
ODYSSEY DIVERSIFIED IX
253351
ODYSSEY PARTNERSHIP I
73814
ODYSSEY PARTNERSHIP II
465678

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategory
Amount$214Amount

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