HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HANS & CAY JACOBSEN CHARITABLE FOUN DATION INC (EIN 59-3010451)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2011-09-29
- IRS object ID
- 201102729349100200
- Schema version
- 2010v3.4
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-29T08:34:05-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Batts Morrison Wales & Lee PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 North Orange Avenue Suite 800 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593010451 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hans and Cay Jacobsen Charitable Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HANS | NameControl |
| Phone | 4078106672 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2149 | AddressLine1 |
| City | Winter Park | City |
| State | FL | State |
| ZIP Code | 32790 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Teresa W Borcheck | Name |
| Title | President | Title |
| Phone | 4078106672 | Phone |
| Date Signed | 2011-08-30 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michele M Wales | Name |
| Phone | 4077706000 | Phone |
| Date Prepared | 2011-08-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5425697 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 109181 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 109181 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 276975 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3104336 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 276975 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2803 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2803 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 388959 | TotalRevenueAndExpenses |
| Total Net Investment Income | 388959 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 24000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 6000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 18000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 150 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 150 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 12338 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12338 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8664 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4332 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 4332 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5330 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4605 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4605 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 55087 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27425 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 22332 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 204031 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 204031 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 259118 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27425 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 226363 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 129841 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 361534 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2251 | CashBOY |
| Cash EOY | 1322 | CashEOY |
| Cash EOYFMV | 1322 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 74785 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | -10124 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | -10124 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2584516 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2602006 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3394657 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1802763 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2000952 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2039842 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 4464315 | TotalAssetsBOY |
| Total Assets EOY | 4594156 | TotalAssetsEOY |
| Total Assets EOYFMV | 5425697 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 4464315 | UnrestrictedBOY |
| Unrestricted EOY | 4594156 | UnrestrictedEOY |
| Total Net Assets BOY | 4464315 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4594156 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4464315 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4594156 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4464315 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 129841 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4594156 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4594156 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| Publicly traded securities | 3017668 | 2827361 | 190307 | 190307 | |
| Capital Gains Dividends | 86668 | 86668 | 86668 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 276975 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 283894 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4719818 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.060149 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 68969 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4536229 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.015204 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 433742 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5901418 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073498 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 384094 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5970095 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.064336 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 162546 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5297734 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.030682 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.243869 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048774 | AverageDistributionRatio |
| Net Noncharitable Assets | 4972921 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 242549 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3615 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 246164 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 226363 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7231 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7231 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7231 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2934 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2934 | TotalCreditsAndPayments |
| Penalty For Underpayment | 70 | PenaltyForUnderpayment |
| Tax Due | 4367 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Capital City Trust Company | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8668209671 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1549 | AddressLine1 |
| City | Tallahassee | City |
| State | FL | State |
| ZIP Code | 323021549 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Teresa W Borcheck | ||||||||
| PO Box 2149 | Winter Park | FL | 32790 | President | 2.00 | 6000 | 0 | 0 |
| W Thomas Brooks | ||||||||
| PO Box 2149 | Winter Park | FL | 32790 | Vice President | 2.00 | 6000 | 0 | 0 |
| Shannon Carlyle | ||||||||
| PO Box 2149 | Winter Park | FL | 32790 | Secretary | 2.00 | 6000 | 0 | 0 |
| Brian Brooks | ||||||||
| PO Box 2149 | Winter Park | FL | 32790 | Treasurer | 2.00 | 6000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5014290 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 34361 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5048651 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5048651 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 75730 | CashDeemedCharitable |
| Net Noncharitable Assets | 4972921 | NetNoncharitableAssets |
| Minimum Investment Return | 248646 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 248646 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7231 | TaxBasedOnInvestmentIncome |
| Total Tax | 7231 | TotalTax |
| Distributable Amount Before Adj | 241415 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 241415 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 241415 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 226363 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 226363 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 226363 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 241415 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 45326 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 45326 | TotalExcessDistriCarryover |
| Qualifying Distributions | 226363 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 226363 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 15052 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 15052 | ExcessDistriCyovAppliedCY |
| Total Corpus | 30274 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 30274 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 30274 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Teresa Borcheck President | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Post Office Box 2149 | AddressLine1 |
| City | Winter Park | City |
| State | FL | State |
| ZIP Code | 32790 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4078106672 | RecipientPhoneNumber |
| Form And Info And Materials | Contact the Foundation for information regarding form and content of applications. | FormAndInfoAndMaterials |
| Submission Deadlines | Requests are to be received no later than May 1 and November 1 of each year for consideration at the | SubmissionDeadlines |
| Restrictions On Awards | Grants are generally restricted to programs which assist children and young adults, in the areas of health, education, culture, recreation, and any other programs that will add to the betterment of their life and their participation as good citizens. Grants are generally restricted to programs conducted in Lake and Sumter County, Florida. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Boggy Creek Gang Inc | |||||||
| 30500 Brantley Branch Rd | Eustis | FL | 32736 | None | Exempt Org. | Theraputic camp programs & operating support | $10,000 |
| Boys & Girls Clubs of Lake & Sumter Counties Inc | |||||||
| 400 Executive Blvd | Leesburg | FL | 34748 | None | Exempt Org. | Project Learn | $65,000 |
| Christian Home and Bible School | |||||||
| 301 W 13th Ave | Mount Dora | FL | 32757 | None | Exempt Org. | Transportation for children/house parents & operating support | $32,500 |
| Christian Worship Center of Central Florida Inc | |||||||
| 929 County Road 468 | Leesburg | FL | 34748 | None | Exempt Org. | Challenge grant for basketball court | $21,000 |
| Haven of Lake and Sumter Counties Inc | |||||||
| 2600 South St | Leesburg | FL | 34748 | None | Exempt Org. | SAVE Kids Program | $20,000 |
| Lake-Sumter Community College Foundation Inc | |||||||
| 9501 US Highway 441 | Leesburg | FL | 34788 | None | Exempt Org. | Student Ambassador Program | $8,400 |
| Leesburg High School Foundation Inc | |||||||
| PO Box 492722 | Leesburg | FL | 34749 | None | Exempt Org. | Graduation & weight room equipment | $18,500 |
| Southern Scholarship Foundation Inc | |||||||
| 322 Stadium Dr | Tallahassee | FL | 32304 | None | Exempt Org. | Rent free housing & scholarships | $6,000 |
| Special Olympics Florida Inc | |||||||
| 1915 Don Wickham Dr | Clermont | FL | 34711 | None | Exempt Org. | Athlete healthcare & operating support | $15,000 |
| Sumter County Youth Center | |||||||
| PO Box 2092 | Bushnell | FL | 33513 | None | Exempt Org. | Basketball program | $5,131 |
| Wildwood High School | |||||||
| 700 Huey Street | Wildwood | FL | 34785 | None | Exempt Org. | Project graduation | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 204031 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Special Olympics Florida Inc | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1915 Don Wickham Dr | AddressLine1 |
| City | Clermont | City |
| State | FL | State |
| ZIP Code | 34711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationship |
| Recipient Foundation Status | Exempt Org. | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | Athlete healthcare & operating support | PurposeOfGrantOrContribution |
| Amount | $15,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 15000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $109,181 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,803 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $276,975 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $388,959 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 388959 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and tax advisory services | Category |
| Amount | $12,338 | Amount |
| Net Investment Income | 12338 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (10 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| iShares Tr Barclays Tips DF FD | 93511 | 98665 |
| Pimco Fds Pac Invt Mgmt Ser Total Return Fd Instl Cl | 197186 | 199709 |
| Ridgeworth Fd - Total Return Bd | 593483 | 595118 |
| Ridgeworth Fd - Seix High Yield | 72113 | 81384 |
| Vanguard Bd Index Fd Inc | 0 | 0 |
| Pimco Fds Low Duration Fd Instl Cl | 234575 | 237507 |
| Pimco Fds Pac Invt Mgmt Ser Invt Grade Corp Bd Fd Instl Cl | 308055 | 315616 |
| Ridgeworth Fd - Seix Fltg Rt High Incm I | 135950 | 135349 |
| Ridgeworth Fd - Ltd Term Fed Mtg Secs | 135950 | 138772 |
| Templeton Income TR Global Bd Fd Advisor Cl | 230129 | 237722 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (17 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Dreyfus/The Boston Co | 0 | 0 |
| Federated Equity Fds | 0 | 0 |
| Legg Mason Global Tr Inc | 183506 | 245724 |
| MFS Ser Tr I Research Intl Fd Instl Cl | 233141 | 332261 |
| Pimco Commodity Real Return Strategy | 71065 | 113383 |
| Ridgeworth Fd - Midcap Val Equity | 103719 | 207439 |
| Ridgeworth Fd - Largecap Value Equity | 172715 | 273532 |
| T Rowe Price Real Estate Fd | 0 | 0 |
| Goldman Sachs Tr Growth Opportunities Fd Instl Cl | 182361 | 255578 |
| Hartford Mut Fds Inc | 260735 | 294966 |
| iShares Tr Russell 1000 Growth Index Fd | 0 | 0 |
| Janus Fds Perkins Small Cap Value Fd Cl | 0 | 0 |
| Jensen Portfolio Inc | 359905 | 421454 |
| Advisors Inner Circle Fd Cambiar Small Cap Fd Instl Cl | 107141 | 109956 |
| Harbor Fd Cap Appreciation Fd Instl Cl | 337533 | 428195 |
| Invesco Growth Ser Small Cap Growth Fd Cl Instl | 123295 | 138138 |
| JPMorgan TR I US Equity Rd Instl Cl | 466890 | 574031 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Attorney fees | Category |
| Amount | $150 | Amount |
| Net Investment Income | 150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Dues & Subscriptions | 495 | 495 | 0 |
| Licenses | 61 | 61 | 0 |
| Insurance | 1272 | 1272 | 0 |
| Miscellaneous | 2777 | 2777 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Revenue And Expenses Per Books | 2803 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2803 | NetInvestmentIncome |
| Adjusted Net Income | 2803 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Trustee & executor fees | Category |
| Amount | $8,664 | Amount |
| Net Investment Income | 4332 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4332 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Federal Taxes | Category |
| Amount | $5,330 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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