WESTGATE FOUNDATION INC: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
WESTGATE FOUNDATION INC (EIN 59-3725614)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-07-12
IRS object ID
201341939349200519
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

FieldValueIRS element (for citing)
Timestamp2013-07-12T13:23:05-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate
Return Type990EZReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN593725614EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WESTGATE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWESTNameControl
Phone4073513350Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15601 WINDHOVER DRIVEAddressLine1
CityORLANDOCity
StateFLState
ZIP Code32819ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS DUGANName
TitleTREASURERTitle
Phone4073513350Phone
Date Signed2013-07-12DateSigned
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Web SiteNAWebSite
Organization501c3XOrganization501c3
Gross Receipts104922GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc104921ContributionsGiftsGrantsEtc
Investment Income1InvestmentIncome
Total Revenue104922TotalRevenue
Grants And Similar Amounts Paid90138GrantsAndSimilarAmountsPaid
Other Expenses Total130OtherExpensesTotal
Total Expenses90268TotalExpenses
Excess Or Deficit For Year14654ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY8945NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY23599NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY8945BOY
EOY23599EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8945BOY
EOY23599EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY8945BOY
EOY23599EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeTO PROVIDE DISASTER AND EMERGENCY HARDSHIP RELIEF TO THE EMPLOYEES AND COMMUNITIES SERVED BY CENTRAL FLORIDA INVESTMENTS, INC.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (6 entries)

Description Program Service AccomDescriptionProgramServiceAccomGrants And AllocationsGrantsAndAllocationsProgram Service ExpensesProgramServiceExpenses
HOUSING AND UTILITY EXPENSES WERE PAID ON BEHALF OF THIRTY FOUR FAMILIES025544
INSURANCE, FOOD AND EMERGENCY EXPENSES WERE PAID ON BEHALF OF TWENTY FIVE FAMILIES021843
TOYS FOR ANNUAL TOY DRIVE FOR EIGHT HUNDRED AND SIX CHILDREN018362
MEDICAL, FUNERAL AND TRAVEL EXPENSES WERE PAID ON BEHALF OF TWENTY FOUR FAMILIES016216
PAYMENT OF SCHOLARSHIPS FOR SIX INDIVIDUALS01200
SCHOOL SUPPLIES FOR ANNUAL SCHOOL SUPPLY DRIVE FOR SEVEN HUNDRED AND ELEVEN CHILDREN06972
FieldValueIRS element (for citing)
Total Program Service Expenses90137TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (10 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID SIEGEL
PRESIDENT0.00000
MARK WALTRIP
VICE PRESIDENT0.00000
KAREN WALTRIP
DIRECTOR0.00000
TOM DUGAN
DIRECTOR0.00000
JACQUELINE SIEGEL
DIRECTOR0.00000
JIM GISSY
DIRECTOR0.00000
BARRY SIEGEL
DIRECTOR0.00000
RICHARD SIEGEL
DIRECTOR0.00000
STEVE SIEGEL
DIRECTOR0.00000
CRISA MARDER
DIRECTOR0.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CATHERINE FRANKLINBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15601 WINDHOVER DRIVEAddressLine1
CityORLANDOCity
StateFLState
ZIP Code32819ZIPCode
FieldValueIRS element (for citing)
Telephone Number4073513350TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction With Control Entity0TransactionWithControlEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years239146CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18698CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14330CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year51504CurrentTaxYearMinus1Year
Current Tax Year104921CurrentTaxYear
Total428599Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years239146CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18698CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14330CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year51504CurrentTaxYearMinus1Year
Current Tax Year104921CurrentTaxYear
Total428599Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total161326AmountsSubstContributorsTotal
Public Support Total170267273PublicSupportTotal170
Total Support428599TotalSupport
Public Support Pertcentage1700.62360PublicSupportPertcentage170
Public Support Pertcent Prior Year0.51950PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (15 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4INTEREST INCOME 1..
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: MEDICAL. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. AMOUNT GIVEN: 1,813.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: FUNERAL. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. AMOUNT GIVEN: 4,205.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: HOUSING. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. AMOUNT GIVEN: 25,544.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: FOOD. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. AMOUNT GIVEN: 781.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: TRANSPORTATION. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. AMOUNT GIVEN: 8,530.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: INSURANCE. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. AMOUNT GIVEN: 1,779.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: TRAVEL. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. AMOUNT GIVEN: 10,198.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: TOYS. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. PROPERTY DESCRIPTION: TOYS. METHOD USED TO DETERMINE BOOK VALUE: COST. METHOD USED TO DETERMINE FMV: COST. AMOUNT GIVEN: 18,362.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOOL SUPPLIES. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. PROPERTY DESCRIPTION: SCHOOL SUPPLIES. METHOD USED TO DETERMINE BOOK VALUE: COST. METHOD USED TO DETERMINE FMV: COST. AMOUNT GIVEN: 6,972.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: OTHER EMERGENCY. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. AMOUNT GIVEN: 7,645.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. AMOUNT GIVEN: 1,200.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: GIFT CARDS. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. PROPERTY DESCRIPTION: GIFT CARDS. METHOD USED TO DETERMINE BOOK VALUE: COST. METHOD USED TO DETERMINE FMV: COST. AMOUNT GIVEN: 2,479.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: CLOTHING. GRANTEE NAME: EMPLOYEES. GRANTEE RELATIONSHIP: EMPLOYEES. AMOUNT GIVEN: 630. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 90,138.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: TAXES, LICENSES AND FEES. AMOUNT: 77. DESCRIPTION: ADVERTISING. AMOUNT: 53. TOTAL TO FORM 990-EZ, LINE 16: 130.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.Declaration

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