MCKENZIE NOELLE WILSON FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MCKENZIE NOELLE WILSON FOUNDATION (EIN 27-3388916)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201121369349304557
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

FieldValueIRS element (for citing)
Timestamp2011-05-16T13:36:46-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LBA CERTIFIED PUBLIC ACCOUNTANTS PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1501 RIVERSIDE AVENUE SUITE 800AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code322024939ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN273388916EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE MCKENZIE NOELLE WILSON FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMCKENameControl
Phone9046238023Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1365 ROYAL TERN RD SOUTHAddressLine1
CityPONTE VEDRA BEACHCity
StateFLState
ZIP Code32082ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBLAKE WILSONName
TitleDIRECTORTitle
Phone9046238023Phone
Date Signed2011-05-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone9043964015Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnXInitialReturn
Name Of Principal Officer PersonBLAKE WILSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1365 ROYAL TERN RD SOUTHAddressLine1
CityPONTE VEDRA BEACHCity
StateFLState
ZIP Code32082ZIPCode
FieldValueIRS element (for citing)
Gross Receipts461382GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.CAREGIVEGROW.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2010YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTHE FOUNDATION IS DEDICATED TO INVESTING IN OUR FUTURE BY HELPING YOUNG PEOPLE FIND THEIR PURPOSE IN AN INCREASINGLY COMPLEX AND CHALLENGING WORLD.ActivityOrMissionDescription
Nbr Voting Members Governing Body3NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year367445ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Current Year1076InvestmentIncomeCurrentYear
Other Revenue Current Year77174OtherRevenueCurrentYear
Total Revenue Current Year445695TotalRevenueCurrentYear
Grants And Similar Amnts CY11022GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expenses Current Year528OtherExpensesCurrentYear
Total Expenses Current Year11550TotalExpensesCurrentYear
Revenues Less Expenses CY434145RevenuesLessExpensesCY
Total Assets EOY434145TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances EOY434145NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MCKENZIE NOELLE WILSON FOUNDATION WAS ESTABLISHED IN MEMORY OF MCKENZIE WILSON WHO PASSED AWAY IN 2010. THE FOUNDATION IS DEDICATED TO INVESTING IN OUR FUTURE BY HELPING YOUNG PEOPLE FIND THEIR PURPOSE IN AN INCREASINGLY COMPLEX AND CHALLENGING WORLD. THE FOUNDATION SUPPORTS A VARIETY OF EFFORTS TO HELP YOUNG PEOPLE IDENTIFY AND DEVELOP THEIR TALENTS, THEIR CHARACTER, AND THEIR SPIRITUALITY IN ORDER TO BECOME PRODUCTIVE AND FULFILLED ADULTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense11022Expense
Grants11022Grants
DescriptionAS PART OF THE "MCKENZIE CARES" PROGRAM, THE FOUNDATION IS ENCOURAGING LOCAL TEENS TO EXPRESS KINDNESS THROUGH THE RANDOM ACTS OF KINDNESS MOVEMENT. TO FACILITATE THE KINDNESS MOVEMENT AMONGST TEENS, THE FOUNDATION IS GIVING OUT RANDOM ACTS OF KINDNESS CARDS TO STUDENTS AT LOCAL HIGH SCHOOLS. UPON PERFORMING AN ACT OF KINDNESS, THE GIVER WILL DISTRIBUTE THE CARD TO THE RECIPIENT. IT IS THE HOPE THAT THE RECIPIENT WILL THEN USE THAT CARD TO "PASS IT ON!" THE FOUNDATION HAS ALSO CREATED A BLOG FOR TEENAGERS TO SHARE THEIR STORIES OF KINDNESS. AT WWW.MCKENZIECARES.ORG TEENS CAN EXPRESS WHAT IT MEANS TO BE A CONSIDERATE PERSON.RANDOM ACTS OF KINDNESS IS A WORLD-WIDE MOVEMENT THAT ENCOURAGES UNIQUE WAYS OF SPREADING COMPASSION EITHER ANONYMOUSLY OR TO FRIENDS AND NEIGHBORS. BY REVEALING TO TEENAGERS THAT THEY CAN BRING HOPE TO OUR SOCIETY THROUGH SIMPLE ACTS SUCH AS SHOWING A NEW STUDENT AROUND CAMPUS, TAKING OUT A NEIGHBOR'S GARBAGE, OR EVEN PLANNING A FOOD DRIVE FOR A LOCAL FOOD BANK, THE FOUNDATION HOPES TO SHOW TEENS THAT THEY CAN HAVE A POSITIVE IMPACT ON TODAY'S WORLD.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Description"MCKENZIE GIVES" PROGRAMS CONSIST OF RESOURCES AND ACTIVITIES TO ENCOURAGE TEEN VOLUNTEERING AND REINFORCE THE SPIRITUAL VALUE AND BENEFITS OF CHARITABLE GIVING, VOLUNTEERISM AND CIVIC INVOLVEMENT IN THEIR LOCAL COMMUNITIES. THE FOUNDATION IS ALSO PARTNERING WITH THE OKOA REFUGE, INC. TO BUILD A GIRLS' ORPHANAGE FOR 20 CHILDREN IN UGANDA, AFRICA. OPPORTUNITIES TO CONNECT TEENS TO THE OKOA REFUGE INCLUDE FUNDRAISING AND RAISING AWARENESS TO MAKE THIS ORPHANAGE A REALITY. CONSTRUCTION OF THE HOME IS CURRENTLY UNDERWAY AND SHOULD BE COMPLETED BY SUMMER 2011. THE NAME OF THE HOME WILL BE "AMAKA GA MCKENZIE" WHICH IS UGANDAN FOR "MCKENZIE'S HOME."Description

Activity3 Activity3

FieldValueIRS element (for citing)
Description"MCKENZIE GROWS" PROGRAMS FOCUS ON EDUCATING TEENS ABOUT HOW TO LIVE MORE SPIRITUAL, GROUNDED AND POSITIVE LIVES. IT'S A FUN AND ENGAGING APPROACH TO ADDRESSING THE TOPICS AND LIFE LESSONS THAT ARE IMPERATIVE FOR A TEEN'S SPIRITUAL DEVELOPMENT TODAY. EDUCATION WORKSHOPS, SPEAKER SERIES AND EVEN CONCERTS WILL BE HELD FOR TEENS ON TOPICS SUCH AS:SHOWING COMPASSION HAVING PATIENCE GIVING TO OTHERS STAYING POSITIVE DEALING WITH DISAPPOINTMENT HOW TO STOP BEING ENVIOUS HOW TO BE HUMBLE FINDING TIMEDescription
FieldValueIRS element (for citing)
Total Program Service Expense11022TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members3NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons0AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMARK BAUMNamePerson
Telephone Number9046238191TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1501 RIVERSIDE AVENUE 12TH FLOORAddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32202ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (4 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
BLAKE WILSON
DIRECTOR/CEO3.00XX000
STEPHANIE WILSON
DIRECTOR/PRESIDENT3.00XX000
THOMAS HAJDA
DIRECTOR/SECRETARY3.00XX000
MARK BAUM
TREASURER AND ASSISTANT SECRETARY3.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events44573FundraisingEvents
All Other Contributions322872AllOtherContributions
Noncash Contributions12139NoncashContributions
Total Contributions367445TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1076TotalRevenueColumn
Exclusion$1,076ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events92861GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events44573CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses15687FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column77174TotalRevenueColumn
Exclusion$77,174ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column445695TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$78,250ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total11022Total
Program Services11022ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Total528Total
Management And General528ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total11550Total
Program Services11022ProgramServices
Management And General528ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY421284EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY12861EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY434145EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY434145EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY0BOY
EOY434145EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY0BOY
EOY434145EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses434145ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year444619CurrentTaxYear
Total444619Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year444619CurrentTaxYear
Total444619Total
FieldValueIRS element (for citing)
Public Support Total170444619PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year1076CurrentTaxYear
Total1076Total
FieldValueIRS element (for citing)
Total Support445695TotalSupport
Public Support Pertcentage1700.99760PublicSupportPertcentage170
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 G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1MCKENZIE'S RUNNameOfEvent1
Gross Receipts Event1137434GrossReceiptsEvent1
Charitable Contributions Event144573CharitableContributionsEvent1
Gross Revenue Event192861GrossRevenueEvent1
Other Direct Expenses Event115687OtherDirectExpensesEvent1
Gross Receipts Total137434GrossReceiptsTotal
Charitable Contributions Total44573CharitableContributionsTotal
Gross Revenue Total Events92861GrossRevenueTotalEvents
Other Direct Expenses Total Events15687OtherDirectExpensesTotalEvents
Direct Expense Summary Events15687DirectExpenseSummaryEvents
Net Income Summary77174NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1BEACH UNITED METHODIST CHURCHBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1325 7TH AVENUE NORTHAddressLine1
CityJACKSONVILLE BEACHCity
StateFLState
ZIP Code32250ZIPCode
FieldValueIRS element (for citing)
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant11022AmountOfCashGrant
Purpose Of GrantCONTRIBUTIONPurposeOfGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2THE FOUNDATION'S CEO, BLAKE WILSON, IS MARRIED TO STEPHANIE WILSON, WHO IS THE PRESIDENT AND ALSO SERVES ON THE BOARD OF DIRECTORS. BLAKE WILSON, MARK BAUM, AND THOMAS HAJDA ARE ALL EMPLOYED BY EVERBANK IN JACKSONVILLE, FL.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS REVIEWED BY THE SIGNING OFFICER PRIOR TO FILING.
THE FOUNDATION REQUIRES THAT AN OFFICER OR DIRECTOR WITH A POTENTIAL CONFLICT OF INTEREST DISCLOSE TO THE BOARD OF DIRECTORS THE MATERIAL FACTS REGARDING THAT CONFLICT. A DIRECTOR WITH A CONFLICT IS NOT PERMITTED TO VOTE ON ANY CONTRACT OR TRANSACTION THAT MIGHT BE AFFECTED BY THAT CONFLICT.FORM 990, PART VI, SECTION B, LINE 12C
THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE FOUNDATION AT 501 RIVERSIDE AVENUE, 12TH FLOOR, JACKSONVILLE, FL 32202.FORM 990, PART VI, SECTION C, LINE 19

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.