U S FAMILY FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- U S FAMILY FOUNDATION INC (EIN 59-3412016)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-18
- IRS object ID
- 201101109349300315
- Schema version
- 2010v3.2
- 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 | 2011-04-18T14:28:55-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 450 PLEASANT GROVE RD | AddressLine1 |
| City | INVERNESS | City |
| State | FL | State |
| ZIP Code | 34452 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | 3526374424 | 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 | ROBERT E MCCRANIE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3526374424 | Phone |
| Date Signed | 2011-04-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT E MCCRANIE III | Name |
| Phone | 3527268130 | Phone |
| Date Prepared | 2011-04-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT E MCCRANIE | NameOfPrincipalOfficerPerson |
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 | 3509277 | 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 | CREATE 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 | 151228 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1057664 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11281 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14668 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -511541 | InvestmentIncomePriorYear |
| Investment Income Current Year | -175507 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 500 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -348532 | TotalRevenuePriorYear |
| Total Revenue Current Year | 896825 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 293848 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 536316 | 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 | 3607 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 102954 | OtherExpensePriorYear |
| Other Expenses Current Year | 126871 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 396802 | TotalExpensesPriorYear |
| Total Expenses Current Year | 663187 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -745334 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 233638 | RevenuesLessExpensesCY |
| Total Assets BOY | 6897050 | TotalAssetsBOY |
| Total Assets EOY | 8107682 | TotalAssetsEOY |
| Total Liabilities BOY | 174261 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 159394 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6722789 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7948288 | NetAssetsOrFundBalancesEOY |
| Mission Description | CREATE ENDOWMENTS FOR SUPPORT 501 (C) (3) CHARITIES | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 582707 | Expense |
| Grants | 536316 | Grants |
| Revenue | 0 | Revenue |
| Description | CONTRIBUTIONS TO QUALIFYING EDUCATIONAL, SCIENTIFIC AND RELIGIOUS, GOVERNMENTAL ORGANIZATIONS SEE ATTACHED SCHEDULE | Description |
| Total Program Service Expense | 582707 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| 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 | 0 | 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 | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E MCCRANIE | 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 (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ROBERT E MCCRANIE | ||||||
| EXECUTIVE DIRECTOR | 8.00 | X | 0 | 0 | 0 | |
| KAREN THURMAN | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| CHESTER V COLE | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| DR STEVEN ALCORN | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| WANN VAN ROBINSON | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| ROBERT C WARDLOW III | ||||||
| PRESIDENT | 1.00 | 0 | 0 | 0 | X | |
| J PAUL CASH | ||||||
| SECRETARY/TREASURER | 1.00 | 0 | 0 | 0 | X | |
| 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 | 1057664 | AllOtherContributions |
| Total Contributions | 1057664 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUND MANAGEMENT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 14668 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14668 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14668 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126661 | TotalRevenueColumn |
| Related Or Exempt Function Income | 126661 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2310284 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2612452 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -302168 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -302168 | TotalRevenueColumn |
| Related Or Exempt Function Income | -302168 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 896825 | TotalRevenueColumn |
| Related Or Exempt Function Income | -160839 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 536316 | Total |
| Program Services | 536316 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67636 | Total |
| Management And General | 67636 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29050 | Total |
| Program Services | 29050 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462 | Total |
| Management And General | 462 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63 | Total |
| Management And General | 63 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11778 | Total |
| Program Services | 11778 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1859 | Total |
| Management And General | 1859 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| AUDIT | 8751 | 2917 | 2917 | 2917 |
| STATE REGISTRATION FEES | 3594 | 3594 | ||
| PROGRAM EXPENSES | 2646 | 2646 | ||
| WEB SITE | 690 | 690 | ||
| AMORIZATION | 342 | 342 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 663187 | Total |
| Program Services | 582707 | ProgramServices |
| Management And General | 76873 | ManagementAndGeneral |
| Fundraising | 3607 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150091 | BOY |
| EOY | 159858 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420970 | BOY |
| EOY | 443898 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6692 | BOY |
| EOY | 8157 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6172874 | BOY |
| EOY | 7365899 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146423 | BOY |
| EOY | 129870 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6897050 | BOY |
| EOY | 8107682 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5300 | BOY |
| EOY | 6000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168961 | BOY |
| EOY | 153394 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174261 | BOY |
| EOY | 159394 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6301819 | BOY |
| EOY | 7504390 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420970 | BOY |
| EOY | 443898 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6722789 | BOY |
| EOY | 7948288 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6897050 | BOY |
| EOY | 8107682 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 233638 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 991861 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| 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 | 897290 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1007296 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 172000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 151228 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1057664 | CurrentTaxYear |
| Total | 3285478 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 897290 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1007296 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 172000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 151228 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1057664 | CurrentTaxYear |
| Total | 3285478 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1590540 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1694938 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 404424 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 684331 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 225595 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 141130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 141329 | CurrentTaxYear |
| Total | 1596809 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4882287 | TotalSupport |
| Public Support Pertcentage170 | 0.34720 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.34550 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 26 | NumberDAFsHeld |
| Donor Advised Contributions | 1057664 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 536316 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 8051528 | AggregateDAFValue |
| 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 | $153,394 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 153394 | TotalOfAmounts |
| Total Revenue | 896825 | TotalRevenue |
| Total Expenses | 663187 | TotalExpenses |
| Excess Or Deficit For Year | 233638 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 968933 | NetUnrealizedGLOnInvestments |
| Other | $22,928 | OtherAmount |
| Total Adjustments | 991861 | TotalAdjustments |
| Excess Or Deficit Per FS | 1225499 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1888686 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 968933 | NetUnrealizedGainsInvestments |
| Other Revenues | 22928 | OtherRevenues |
| Revenue Not Rptd F990 | 991861 | RevenueNotRptdF990 |
| Revenue Subtotal | 896825 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 896825 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 663187 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 663187 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 663187 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART XI LINE 8- OTHER AND PART XII LINE 2D OTHER CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUSTS $ 20,928 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (64 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| CASA ABUSE SHELTER ASSOCIATION | ||||||
| PO BOX 205 | INVERNESS | FL | 34451 | 2762 | GENERAL SUPPORT | |
| CC EDUCATION FOUND - DELAYDODGE ART SCH | ||||||
| PO BOX 2004 | INVERNESS | FL | 34451 | 829 | GENERAL SUPPORT | |
| CC EDUCATION FOUNDATION | ||||||
| PO BOX 2004 | INVERNESS | FL | 34451 | 345 | GENERAL SUPPORT | |
| FIRST BAPTIST CHURCH BIBLE FUND | ||||||
| 550 PLEASANT GROVE RD | INVERNESS | FL | 34452 | 7000 | GENERAL SUPPORT | |
| GOLD SHIELD FOUNDATION | ||||||
| PO BOX 271791 | TAMPA | FL | 33688 | 33250 | GENERAL SUPPORT | |
| HUMANE SOCIETY OF AMERICA | ||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | 3885 | GENERAL SUPPORT | |
| JIM AND JUNE GRANT SCHOLARSHIP MSU | ||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 48824 | 30000 | GENERAL SUPPORT | |
| ST MARGARET'S EPISCOPAL CHURCH | ||||||
| 114 N OSCEOLA AVE | INVERNESS | FL | 34450 | 2000 | GENERAL SUPPORT | |
| UMPQUA COMMUNITY COLLEGE | ||||||
| 1140 UMPQUA COLLEGE RD | ROSEBURG | OR | 97470 | 2324 | GENERAL SUPPORT | |
| HUMANE SOCIETY OF ST LOUIS | ||||||
| 1201 MACKLIND AVENUE | ST LOUIS | MO | 63110 | 308 | GENERAL SUPPORT | |
| FIRST BAPTIST CHURCH OF INVERNESS | ||||||
| 123 S SEMINOLE STREET | INVERNESS | FL | 34452 | 43899 | GENERAL SUPPORT | |
| H LEE MOFFITT CANCER CENTER | ||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 9866 | GENERAL SUPPORT | |
| KEY CENTER FOUNDATION | ||||||
| 130 HEIGHTS AVE | INVERNESS | FL | 34450 | 24844 | GENERAL SUPPORT | |
| LEUKEMIA SOCIETY OF AMERICA | ||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | 1165 | GENERAL SUPPORT | |
| AMERICAN PARKINSON DISEASE ASSOC | ||||||
| 135 PARKINSON AVENUE | STATEN ISLAND | NY | 10305 | 1165 | GENERAL SUPPORT | |
| DOUGLAS COUNTY LIBRARY | ||||||
| 1409 NE-DIAMOND LAKE BLVD | ROSEBURG | OR | 97470 | 102 | GENERAL SUPPORT | |
| KENNETH COPELAND MINISTRIES | ||||||
| 14355 MORRIS-DIDO ROAD | NEWARK | TX | 76071 | 99 | GENERAL SUPPORT | |
| THE ASSISTANCE LEAGUE OF ST LOUIS | ||||||
| 14400 S OUTER FORTY DRIVE | ST LOUIS | MO | 63017 | 308 | GENERAL SUPPORT | |
| PRESBYTERIAN CHURCH OF CRYSTAL RIVER | ||||||
| 1501 SOUTHEAST HIGHWAY 19 | CRYSTAL RIVER | FL | 34429 | 1064 | GENERAL SUPPORT | |
| GEORGIA INSTITUTE OF TECH | ||||||
| 177 NORTH AVENUE | ATLANTA | GA | 30332 | 1064 | GENERAL SUPPORT | |
| SPECIAL OLYMPICS FLORIDA | ||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | 2000 | GENERAL SUPPORT | |
| TAYLOR UNIVERSITY | ||||||
| 236 W READE AVENUE | UPLAND | IN | 46989 | 6630 | GENERAL SUPPORT | |
| CHILDERN'S MERCY HOSPITAL | ||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | 19737 | GENERAL SUPPORT | |
| UNITY CHURCH OF CITRUS COUNTY | ||||||
| 2628 W WOODVIEW | LECANTO | FL | 34461 | 4144 | GENERAL SUPPORT | |
| CALVARY BAPTIST CHURCH | ||||||
| 2728 E HARLEY ST | INVERNESS | FL | 34453 | 2000 | GENERAL SUPPORT | |
| LIFE CHOICE CENTER | ||||||
| 305 S LINE AVENUE | INVERNESS | FL | 34452 | 5849 | GENERAL SUPPORT | |
| BUSHNELL PRESBYTERIAN CHURCH | ||||||
| 323 BOARD STREET | BUSHNELL | FL | 33513 | 1620 | GENERAL SUPPORT | |
| HOSPICE OF CITRUS COUNTY | ||||||
| 3350 W AUDUBON PARK PATH LECANTO FL | LECANTO | FL | 34461 | 1064 | GENERAL SUPPORT | FL |
| JOHNS HOPKINS | ||||||
| 3400 N CHARLES ST | BALTIMORE | MD | 21218 | 4973 | GENERAL SUPPORT | |
| DISABLED AMERICAN VETERANS CST | ||||||
| 3725 ALEXANDRIA PIKE | COLD SPRINGS | KY | 41076 | 27401 | GENERAL SUPPORT | |
| UNITED METHODIST CHURCH OF INVERNESS | ||||||
| 3896 S PLEASANT GROVE RD | INVERNESS | FL | 34452 | 2000 | GENERAL SUPPORT | |
| CHURCH WITHOUT WALLS | ||||||
| 3962 N ROSCOE RD | HERNANDO | FL | 34442 | 2800 | GENERAL SUPPORT | |
| SALVATION ARMY CITRUS COUNTY CH | ||||||
| 3975 W GROVER CLEVELAND BLVD | HOMOSASSA | FL | 34446 | 6489 | GENERAL SUPPORT | |
| USF NATIVE AMERICAN SCHOLARSHIP | ||||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 36206 | 5886 | GENERAL SUPPORT | |
| JIM AND JUNE GRANT SCHOLARSHIP USF | ||||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 33620 | 60000 | GENERAL SUPPORT | |
| USF RICHARD BOWERS SCHOLARSHIP | ||||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 36206 | 1000 | GENERAL SUPPORT | |
| SOUTHEASTERN GUIDE DOGS INC | ||||||
| 4210 77TH STREET E | PALMETTO | FL | 34221 | 3885 | GENERAL SUPPORT | |
| CITRUS LIBRARY FOUNDATION | ||||||
| 425 W ROOSEVELT BLVD | BEVERLY HILLS | FL | 34465 | 6489 | GENERAL SUPPORT | |
| CITRUS COUNTY COMMUNITY FOUNDATION | ||||||
| 450 PLEASANT GROVE ROAD | INVERNESS | FL | 34452 | 18802 | GENERAL SUPPORT | |
| ST JUDE CHILDERN'S RESEARCH HOSP | ||||||
| 501 S JUDE PLACE | MEMPHIS | TN | 38105 | 3885 | GENERAL SUPPORT | |
| CITRUS MEMORIAL HOSPITAL | ||||||
| 502 W HIGHLAND BLVD | INVERNESS | FL | 34451 | 6946 | GENERAL SUPPORT | |
| OUR LADY OF FATIMA CATHOLIC CHURCH | ||||||
| 550 SOUTH US HIGHWAY 44 | INVERNESS | FL | 34452 | 7892 | GENERAL SUPPORT | |
| CHESAPEAKE BAY FOUNDATION | ||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MA | 21403 | 55967 | GENERAL SUPPORT | |
| OUR LADY OF GRACE CATHOLIC CHURCH | ||||||
| 6 ROOSEVELT BLVD | BEVERLY HILLS | FL | 34465 | 6489 | GENERAL SUPPORT | |
| OPERATION SMILE | ||||||
| 6435 TIDEWATER DR | NORFOLK | VA | 23509 | 6718 | GENERAL SUPPORT | |
| CAMP E-NINI-HASSEE | ||||||
| 7027 E STAGE COACH TRAIL | FLORAL CITY | FL | 34436 | 14287 | GENERAL SUPPORT | |
| FELLOWSHIP CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | 11964 | GENERAL SUPPORT | |
| AMERICAN LUNG ASSOCIATION | ||||||
| 8950 DR MLK JR ST N SUITE 205 | ST PETERSBURG | FL | 33702 | 1165 | GENERAL SUPPORT | |
| CANCER RESEARCH INSTITUTE | ||||||
| ONE EXCHANGE PLAZA 55 BROADWAY STE | NEW YORK | NY | 10006 | 1165 | GENERAL SUPPORT | 1802 |
| MASONIC HOMES ELIZABETHTOWN | ||||||
| ONE MASONIC ROAD | ELIZABETHTOWN | PA | 17022 | 100 | GENERAL SUPPORT | |
| UNIVERSITY TEXAS EDUCATIONAL FOUNDATION | ||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | 829 | GENERAL SUPPORT | |
| ST JOSEPH'S INDIAN SCHOOL | ||||||
| P O BOX 100 | CHAMBERLAIN | SD | 57326 | 8274 | GENERAL SUPPORT | |
| CITRUS UNITED BASKET | ||||||
| P O BOX 2094 | INVERNESS | FL | 34512 | 15747 | GENERAL SUPPORT | |
| AMERICAN HEART ASSOCIATION | ||||||
| P O BOX 2251 | NEW PORT RICHEY | FL | 34672 | 6489 | GENERAL SUPPORT | |
| CREATION EVIDENCE MUSEUM | ||||||
| P O BOX 309 | GLEN ROSE | TX | 76043 | 99 | GENERAL SUPPORT | |
| KOL HAMASHIACH MESSIANIC CONCREGATION | ||||||
| P O BOX 3729 | LAKE CITY | FL | 32056 | 99 | GENERAL SUPPORT | |
| CENTRAL FLORIDA COMMUNITY COLLEGE | ||||||
| PO BOX 1388 | OCALA | FL | 34478 | 829 | GENERAL SUPPORT | |
| CCIP- SIMBABWE FUND | ||||||
| PO BOX 427 | QUINTER | KS | 67752 | 4973 | GENERAL SUPPORT | |
| AFRICA UNIVERSITY | ||||||
| PO BOX 871 | NASHVILLE | TN | 37202 | 4144 | GENERAL SUPPORT | |
| HUMANITARIANS OF FLORIDA INC | ||||||
| PO BOX 924 | INVERNESS | FL | 34451 | 3885 | GENERAL SUPPORT | |
| CHURCH OF GOD | ||||||
| PO BOX 130 | INVERNESS | FL | 34451 | 2000 | GENERAL SUPPORT | |
| SHERIFF'S YOUTH RANCH | ||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | 20258 | GENERAL SUPPORT | |
| FIRST ASSEMBLY OF GOD | ||||||
| PO BOX 578 | INVERNESS | FL | 34451 | 2000 | GENERAL SUPPORT | |
| ERSKINE THEOLOGICAL SEMINARY | ||||||
| PO BOX 668 | DUE WEST | SC | 29639 | 1064 | GENERAL SUPPORT | |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|
| ROBERT C WARDLOW | ||
| BUSINESS | EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTSCOMPENSATED BY CPA FIRM FOR SERVICES PROVIDED TO THE FOUNDATION AS WELL AS TO OTHER CLIENTS. CPA FIRM HAS OVER ONE THOUSAND CLIENTS | 0 |
| J P CASH | ||
| BUSINESS | EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTSCOMPENSATED BY CPA FIRM FOR SERVICES PROVIDED TO THE FOUNDATION AS WELL AS TO OTHER CLIENTS. CPA FIRM HAS OVER ONE THOUSAND CLIENTS. | 0 |
| ROBERT E MCCRANIE | ||
| BUSINESS | EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTS COMPENSATED BY CPS FIRM FOR SERVICES PROVIDED TO THE FOUNDATION AS WELL AS TO OTHER CLIENTS. CPA FIRM HAS OVER ONE THOUSAND CLIENTS. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 MANAGMENT AND ACCOUNTING SERVICES TO THE FOUNDATION AT STANDARD RATES SEE ANSWERS TO SCHEDULE L PART IV | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 ALONG WITH THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AT ITS ANNUAL MEETING | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 968,933. ACTURIAL CHANGE IN VALUE OF ANNUITIES 22,928. ROUNDING TOTAL TO FORM 990, PART XI, LINE 5: 991,861. | FORM 990, PART XI, LINE 5: |
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