Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
THE BOND FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)800 S DILLARD STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINTER GARDEN, FL34787
A Employer identification number

59-3468830
B Telephone number (see instructions)

(407) 395-2989
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,634,080
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 163,366 163,366  
5a Gross rents............ 247,687 247,687  
b Net rental income or (loss) 120,967
6a Net gain or (loss) from sale of assets not on line 10 70,513
b Gross sales price for all assets on line 6a 1,647,779
7 Capital gain net income (from Part IV, line 2)... 70,513
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 513 513  
12 Total. Add lines 1 through 11........ 482,079 482,079  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 39,960      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,057 1,834   1,223
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 28,466 28,466    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,830 651    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 947 236   711
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 131,128 127,173   3,955
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 207,388 158,360   5,889
25 Contributions, gifts, grants paid....... 418,800 418,800
26 Total expenses and disbursements. Add lines 24 and 25 626,188 158,360   424,689
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -144,109
b Net investment income (if negative, enter -0-) 323,719
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 19,640 2,293 8,889
2 Savings and temporary cash investments......... 174,537 196,429 196,429
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 8,000 7,821 7,821
10a Investments—U.S. and state government obligations (attach schedule) 305,217 Click to see attachment345,968 356,380
b Investments—corporate stock (attach schedule)....... 3,127,458 Click to see attachment3,016,930 3,568,052
c Investments—corporate bonds (attach schedule)....... 306,565 Click to see attachment288,634 298,267
11 Investments—land, buildings, and equipment: basis bullet2,375,966
Less: accumulated depreciation (attach schedule) bullet368,481 2,057,458 Click to see attachment2,007,485 2,400,000
12 Investments—mortgage loans............. 681,801 647,738 647,738
13 Investments—other (attach schedule).......... 148,499 Click to see attachment150,504 150,504
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,829,175 6,663,802 7,634,080
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment63,547 Click to see attachment42,283
23 Total liabilities (add lines 17 through 22)......... 63,547 42,283
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 6,765,628 6,621,519
30 Total net assets or fund balances (see instructions)..... 6,765,628 6,621,519
31 Total liabilities and net assets/fund balances (see instructions). 6,829,175 6,663,802
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,765,628
2
Enter amount from Part I, line 27a .....................
2
-144,109
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,621,519
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,621,519
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a BOEING COMPANY P 2018-02-07 2018-08-10
b SIMON PROPERTY GROUP DEL P 2018-05-01 2018-08-23
c ILLINOIS TOOL WORKS INC P 2018-08-23 2018-10-19
d AIR PRODUCTS&CHEM P 2018-08-23 2019-01-15
e CROWN CASTLE REIT INC P 2018-03-23 2019-02-07
DIGITAL RLTY TR INC P 2015-10-26 2019-04-30
CME GROUP INC P 2017-06-12 2019-05-06
ISHARES MORNINGSTAR P 2016-05-23 2019-04-30
FEDEX CORP DELAWARE COM P 2017-02-08 2018-12-11
RESIDEO TECHNOLOGIES INC P 2013-12-11 2019-04-30
STATE STREET CORP 1.95% 21 P 2016-06-05 2019-02-06
US TSY 2.750% FEB 28 2025 P 2018-09-12 2019-06-05
LOCKHEED MARTIN CORP P 2015-10-26 2018-08-10
TRANSCANADA CORP P 2018-03-12 2018-08-23
ILLINOIS TOOL WORKS INC P 2018-03-12 2018-10-19
AIR PRODUCTS&CHEM P 2018-03-12 2019-01-15
CROWN CASTLE REIT INC P 2018-03-12 2019-02-07
DUKE ENERGY CORP NEW P 2018-10-19 2019-04-30
WALMART INC P 2018-10-31 2019-05-06
ISHARES RUSSELL MIDCAP P 2016-03-30 2019-04-30
FEDEX CORP DELAWARE COM P 2013-12-11 2018-12-11
RESIDEO TECHNOLOGIES INC P 2013-03-25 2019-04-30
STATE STREET CORP 1.95% 21 P 2016-05-19 2019-02-06
US TSY 2.750% FEB 28 2025 P 2018-03-01 2019-06-05
PFIZER INC P 2016-02-18 2018-08-10
TRANSCANADA CORP P 2017-10-23 2018-08-23
INTL BUSINESS MACHINES P 2018-01-04 2018-10-25
BB&T CORPORATION P 2018-04-27 2019-01-15
EMERSON ELEC CO P 2018-03-12 2019-02-07
JPMORGAN CHASE & CO P 2012-01-06 2019-04-30
DUKE ENERGY CORP NEW P 2018-10-31 2019-05-14
SPDR SSGA US SMALL CAP P 2016-05-23 2019-04-30
FEDEX CORP DELAWARE COM P 2013-03-25 2018-12-11
RESIDEO TECHNOLOGIES INC P 2013-03-04 2019-04-30
US TSY 1.375% OCT 31 2020 P 2015-11-03 2018-09-12
US TSY 2.875% MAY 15 2028 P 2018-05-16 2019-06-20
AMN ELEC POWER CO P 2015-10-26 2018-08-23
TRANSCANADA CORP P 2017-07-07 2018-08-23
INTL BUSINESS MACHINES P 2017-07-07 2018-10-25
BB&T CORPORATION P 2017-10-30 2019-01-15
EMERSON ELEC CO P 2017-07-07 2019-02-07
JPMORGAN CHASE & CO P 2011-09-02 2019-04-30
DUKE ENERGY CORP NEW P 2018-10-19 2019-05-14
COGNIZANT TECH SOLUTNS A P 2018-03-28 2018-09-05
GENL DYNAMICS CORP COM P 2016-03-10 2018-12-21
INTUITIVE SURGICAL INC P 2018-01-04 2019-06-06
US TSY 1.375% OCT 31 2020 P 2018-02-22 2018-12-18
US TSY 4.375% MAY 15 2040 P 2017-02-17 2019-06-25
CME GROUP INC P 2016-11-03 2018-08-23
TRANSCANADA CORP P 2017-06-12 2018-08-23
INTL BUSINESS MACHINES P 2017-02-07 2018-10-25
WELLS FARGO & CO NEW DEL P 2018-08-23 2019-01-15
EMERSON ELEC CO P 2017-06-12 2019-02-07
JPMORGAN CHASE & CO P 2011-08-03 2019-04-30
JOHNSON AND JOHNSON COM P 2018-10-31 2019-05-31
GARRETT MOTION INC P 2018-01-04 2018-10-05
AMERICAN TOWER REIT INC P 2014-03-28 2019-02-01
NVIDIA P 2018-09-12 2019-06-06
US TSY 1.375% OCT 31 2020 P 2015-11-20 2018-12-18
US TSY 4.375% MAY 15 2040 P 2014-06-27 2019-06-25
CROWN CASTLE REIT INC P 2018-03-12 2018-08-23
UNITED TECHS CORP COM P 2017-10-30 2018-08-23
INTL BUSINESS MACHINES P 2016-05-05 2018-10-25
ASTRAZENECA PLC SPND ADR P 2017-02-07 2019-01-22
EXELON CORPORATION P 2018-05-01 2019-02-07
MCDONALDS CORP COM P 2017-01-10 2019-04-30
JOHNSON AND JOHNSON COM P 2018-09-12 2019-05-31
GARRETT MOTION INC P 2017-02-08 2018-10-10
CARMAX INC P 2018-12-03 2019-02-01
NVIDIA P 2016-08-24 2019-06-06
US TSY 1.375% OCT 31 2020 P 2015-11-03 2018-12-18
US TSY 4.375% MAY 15 2040 P 2010-07-12 2019-06-25
DIGITAL RLTY TR INC P 2015-10-26 2018-08-23
VERIZON COMMUNICATNS COM P 2015-10-26 2018-08-23
TEXAS INSTRUMENTS P 2018-08-23 2018-10-25
ASTRAZENECA PLC SPND ADR P 2017-01-10 2019-01-22
MCDONALDS CORP COM P 2015-10-26 2019-02-07
MCDONALDS CORP COM P 2015-10-26 2019-04-30
CARNIVAL CORP PAIRED SHS P 2018-01-04 2019-06-25
GARRETT MOTION INC P 2013-12-11 2018-10-10
CONSTELLATION BRANDS INC P 2017-08-28 2019-02-01
BANK OF NY MELLON CORP P 2015-02-23 2019-02-06
US TSY 1.375% OCT 31 2020 P 2018-02-22 2019-01-29
WELLS FARGO & CO 3.90% 45 P 2017-09-19 2018-07-26
GENERAL MOTORS CO P 2017-10-09 2018-08-23
VODAFONE GROUP PLC SHS P 2018-08-23 2018-08-31
TEXAS INSTRUMENTS P 2018-03-12 2018-10-25
ASTRAZENECA PLC SPND ADR P 2015-10-26 2019-01-22
PEPSICO INC P 2018-08-10 2019-02-07
MICROSOFT CORP P 2019-01-15 2019-04-30
CARNIVAL CORP PAIRED SHS P 2017-10-23 2019-06-25
GARRETT MOTION INC P 2013-03-25 2018-10-10
PAYPAL HOLDINGS INC SHS P 2017-09-14 2019-02-01
BLACKROCK ALLOCATION P 2017-03-13 2018-10-25
US TSY 2.000% OCT 31 2022 P 2018-01-12 2019-03-26
INTEL CORP P 2018-01-04 2018-08-23
VODAFONE GROUP PLC SHS P 2018-03-12 2018-08-31
TEXAS INSTRUMENTS P 2017-12-08 2018-10-25
DIGITAL RLTY TR INC P 2015-10-26 2019-01-22
SYSCO CORPORATION P 2018-08-10 2019-02-07
PEPSICO INC P 2018-08-10 2019-04-30
CARNIVAL CORP PAIRED SHS P 2017-09-29 2019-06-25
ADOBE INC P 2014-02-14 2018-10-16
BOEING COMPANY P 2018-01-30 2019-03-21
BLACKROCK ALLOCATION P 2017-01-11 2018-10-25
US TSY 2.000% OCT 31 2022 P 2018-01-12 2019-04-11
INTEL CORP P 2017-07-07 2018-08-23
VODAFONE GROUP PLC SHS P 2018-01-04 2018-08-31
ABBVIE INC SHS P 2018-03-23 2018-10-31
BOEING COMPANY P 2018-02-07 2019-02-07
SYSCO CORPORATION P 2018-05-01 2019-02-07
UNITED TECHS CORP COM P 2017-10-30 2019-04-30
CARNIVAL CORP PAIRED SHS P 2017-02-07 2019-06-25
NETFLIX COM INC P 2017-05-10 2018-10-16
ABBVIE INC SHS P 2018-01-30 2019-04-30
BLK ALCTN TRGT SHR SER M P 2014-08-25 2019-01-10
US TSY 2.000% OCT 31 2022 P 2018-12-18 2019-06-05
INTEL CORP P 2017-02-07 2018-08-23
GENERAL MOTORS CO P 2018-01-04 2018-10-03
ABBVIE INC SHS P 2018-03-12 2018-10-31
CARNIVAL CORP PAIRED SHS P 2016-09-15 2019-02-07
BOEING COMPANY P 2018-02-07 2019-03-21
VERIZON COMMUNICATNS COM P 2015-10-26 2019-04-30
DYAX CORPORATION XPN P 2016-01-22 2018-09-10
SALESFORCE COM INC P 2013-12-11 2018-10-16
AFFILIATED MANAGERS GRP P 2017-02-08 2019-04-30
BLK ALCTN TRGT SHR SER M P 2014-06-27 2019-01-10
US TSY 2.000% OCT 31 2022 P 2018-01-12 2019-06-05
INTEL CORP P 2016-01-22 2018-08-23
GENERAL MOTORS CO P 2017-10-09 2018-10-03
BB&T CORPORATION P 2017-10-30 2018-11-13
CME GROUP INC P 2017-02-22 2019-02-07
CISCO SYSTEMS INC COM P 2018-01-04 2019-04-30
CARNIVAL CORP PAIRED SHS P 2017-02-07 2019-05-06
FIDELITY ADV MD CP VAL I P 2018-12-10 2019-04-30
SALESFORCE COM INC P 2013-03-25 2018-10-16
BROADCOM LTD P 2013-12-11 2019-04-30
GOLDMAN SACHS GRO 3.85% 27 P 2017-06-26 2019-01-10
US TSY 2.375% MAY 15 2027 P 2017-12-18 2018-10-25
INTEL CORP P 2016-01-21 2018-08-23
HSBC HLDG PLC SP ADR P 2018-08-23 2018-10-19
CME GROUP INC P 2016-11-03 2018-11-13
CME GROUP INC P 2017-02-07 2019-02-07
CITIGROUP INC COM NEW P 2019-01-15 2019-04-30
CARNIVAL CORP PAIRED SHS P 2016-09-15 2019-05-06
FIDELITY ADV MD CP VAL I P 2016-03-30 2019-04-30
RESIDEO TECHNOLOGIES INC P 2018-10-10 2018-11-05
LAUDER ESTEE COS INC A P 2017-05-10 2019-04-30
ORACLE CORP 4.00%JUL15 46 P 2017-08-14 2019-02-06
US TSY 2.375% MAY 15 2027 P 2017-09-19 2018-10-25
INTEL CORP P 2015-10-26 2018-08-23
HSBC HLDG PLC SP ADR P 2018-03-12 2018-10-19
EMERSON ELEC CO P 2017-06-12 2018-11-13
CME GROUP INC P 2016-11-03 2019-02-07
CME GROUP INC P 2017-06-12 2019-04-30
CISCO SYSTEMS INC COM P 2018-01-04 2019-05-06
ISHARES CORE S&P MID-CAP P 2016-03-23 2019-04-30
CONSTELLATION BRANDS INC P 2017-08-28 2018-11-20
MASTERCARD INC P 2017-11-06 2019-04-30
ORACLE CORP 4.00%JUL15 46 P 2016-08-18 2019-02-06
US TSY 2.500% JAN 15 2022 P 2019-02-06 2019-05-14
MCDONALDS CORP COM P 2015-10-26 2018-08-23
HSBC HLDG PLC SP ADR P 2018-01-04 2018-10-19
WELLS FARGO & CO NEW DEL P 2018-08-23 2018-11-13
COCA COLA COM P 2015-10-26 2019-02-07
CME GROUP INC P 2017-02-22 2019-04-30
CME GROUP INC P 2017-07-07 2019-05-06
ISHARES MORNINGSTAR P 2016-05-23 2019-04-30
NVIDIA P 2016-08-24 2018-11-20
RESIDEO TECHNOLOGIES INC P 2017-02-08 2019-04-30
ORACLE CORP 4.00%JUL15 46 P 2016-08-01 2019-02-06
US TSY 2.750% FEB 28 2025 P 2018-03-01 2018-07-23
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,522   10,924 -402
b 4,687   4,118 569
c 18,791   19,844 -1,053
d 20,157   21,367 -1,210
e 12,446   11,533 913
352   218 134
18,207   12,846 5,361
3,652   2,828 824
3,652   3,557 95
136   90 46
1,953   1,995 -42
12,530   11,888 642
40,373   29,556 10,817
2,040   2,023 17
14,828   19,731 -4,903
22,327   24,710 -2,383
3,405   3,203 202
811   736 75
18,568   18,344 224
4,466   3,557 909
3,076   2,189 887
91   52 39
9,763   9,975 -212
29,236   27,934 1,302
32,687   23,820 8,867
1,286   1,419 -133
637   811 -174
16,548   19,138 -2,590
4,038   4,402 -364
1,392   425 967
19,297   18,277 1,020
2,163   1,737 426
384   197 187
23   12 11
7,772   7,918 -146
8,604   7,855 749
12,052   9,768 2,284
1,419   1,535 -116
10,062   12,083 -2,021
26,532   28,131 -1,599
2,913   2,610 303
928   279 649
19,123   17,986 1,137
6,236   6,648 -412
1,847   1,587 260
5,795   4,622 1,173
4,883   4,883  
2,668   2,442 226
13,580   8,317 5,263
33,214   35,746 -2,532
7,387   10,310 -2,923
34,177   42,006 -7,829
20,721   19,118 1,603
928   315 613
24,899   26,689 -1,790
13   11 2
6,629   3,208 3,421
994   1,853 -859
2,930   2,969 -39
2,668   2,336 332
11,593   11,601 -8
17,893   16,167 1,726
29,550   34,090 -4,540
8,226   6,391 1,835
8,618   7,263 1,355
1,183   722 461
27,127   28,802 -1,675
31   22 9
3,644   4,131 -487
3,410   1,476 1,934
13,672   13,857 -185
4,002   3,154 848
9,928   5,907 4,021
14,965   12,803 2,162
4,949   6,076 -1,127
3,130   2,465 665
6,802   4,368 2,434
20,313   11,537 8,776
228   333 -105
46   27 19
868   993 -125
13,904   14,004 -100
11,752   11,752  
5,585   6,017 -432
3,998   5,045 -1,047
11,686   12,394 -708
7,056   8,635 -1,579
9,681   8,376 1,305
10,780   10,884 -104
4,802   3,876 926
2,509   3,634 -1,125
46   23 23
4,122   2,862 1,260
3,263   3,285 -22
6,948   6,920 28
19,339   17,757 1,582
4,925   6,621 -1,696
33,999   36,494 -2,495
13,222   9,163 4,059
3,641   3,886 -245
2,556   2,267 289
12,680   17,942 -5,262
8,243   2,163 6,080
10,468   9,490 978
15,286   15,347 -61
23,752   23,728 24
9,106   6,592 2,514
26,914   40,164 -13,250
15,211   18,864 -3,653
8,500   7,400 1,100
39,275   38,074 1,201
426   359 67
456   555 -99
8,176   3,835 4,341
3,719   5,621 -1,902
8,033   8,416 -383
28,160   27,399 761
19,668   15,214 4,454
1,480   1,894 -414
8,726   12,984 -4,258
15,012   12,263 2,749
34,020   32,066 1,954
744   603 141
128     128
2,052   726 1,326
2,900   4,167 -1,267
11,564   12,103 -539
13,074   12,858 216
5,210   3,341 1,869
26,186   34,282 -8,096
10,604   10,194 410
16,848   11,781 5,067
8,205   5,794 2,411
2,891   2,939 -48
9   8 1
3,665   1,094 2,571
6,921   1,025 5,896
6,632   7,172 -540
8,511   9,006 -495
2,065   1,307 758
11,012   12,056 -1,044
9,335   5,134 4,201
7,897   5,378 2,519
495   429 66
13,144   11,194 1,950
2,275   2,299 -24
19   21 -2
1,895   1,038 857
3,890   4,050 -160
8,511   9,096 -585
32,951   24,371 8,580
8,817   10,742 -1,925
14,032   12,582 1,450
10,179   5,956 4,223
7,667   5,363 2,304
2,124   1,537 587
4,126   2,971 1,155
565   596 -31
4,297   2,538 1,759
1,945   2,124 -179
33,273   33,009 264
7,632   5,376 2,256
31,125   40,014 -8,889
159   176 -17
19,636   17,072 2,564
9,272   6,382 2,890
1,768   1,233 535
3,293   2,736 557
2,555   1,046 1,509
68   60 8
4,862   5,170 -308
5,950   5,986 -36
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -402
b       569
c       -1,053
d       -1,210
e       913
      134
      5,361
      824
      95
      46
      -42
      642
      10,817
      17
      -4,903
      -2,383
      202
      75
      224
      909
      887
      39
      -212
      1,302
      8,867
      -133
      -174
      -2,590
      -364
      967
      1,020
      426
      187
      11
      -146
      749
      2,284
      -116
      -2,021
      -1,599
      303
      649
      1,137
      -412
      260
      1,173
       
      226
      5,263
      -2,532
      -2,923
      -7,829
      1,603
      613
      -1,790
      2
      3,421
      -859
      -39
      332
      -8
      1,726
      -4,540
      1,835
      1,355
      461
      -1,675
      9
      -487
      1,934
      -185
      848
      4,021
      2,162
      -1,127
      665
      2,434
      8,776
      -105
      19
      -125
      -100
       
      -432
      -1,047
      -708
      -1,579
      1,305
      -104
      926
      -1,125
      23
      1,260
      -22
      28
      1,582
      -1,696
      -2,495
      4,059
      -245
      289
      -5,262
      6,080
      978
      -61
      24
      2,514
      -13,250
      -3,653
      1,100
      1,201
      67
      -99
      4,341
      -1,902
      -383
      761
      4,454
      -414
      -4,258
      2,749
      1,954
      141
      128
      1,326
      -1,267
      -539
      216
      1,869
      -8,096
      410
      5,067
      2,411
      -48
      1
      2,571
      5,896
      -540
      -495
      758
      -1,044
      4,201
      2,519
      66
      1,950
      -24
      -2
      857
      -160
      -585
      8,580
      -1,925
      1,450
      4,223
      2,304
      587
      1,155
      -31
      1,759
      -179
      264
      2,256
      -8,889
      -17
      2,564
      2,890
      535
      557
      1,509
      8
      -308
      -36
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 70,513
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 -63,712
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 412,061 7,596,207 0.054246
2016 337,892 7,457,366 0.045310
2015 345,995 7,217,098 0.047941
2014 368,535 7,331,936 0.050264
2013 319,215 7,199,069 0.044341
2
Total of line 1, column (d) .....................
2
0.242102
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048420
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,506,773
5
Multiply line 4 by line 3......................
5
363,478
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,237
7
Add lines 5 and 6........................
7
366,715
8
Enter qualifying distributions from Part XII, line 4,.............
8
424,689
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3,237
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,237
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,237
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 7,821
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,821
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,584
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet9,584 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDEREK BLAKESLEE Telephone no.bullet (407) 656-6611

    Located atbullet800 S DILLARD STREETWINTER GARDENFL ZIP+4bullet34787
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DEREK BLAKESLEE PRESIDENT
    000.00
    19,980 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    ANN BLAKESLEE SECR/TREAS
    000.00
    19,980 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    DON WINGATE DIRECTOR
    000.00
    0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    CAROLE WINGATE DIRECTOR
    000.00
    0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    MARK GRIFFITH DIRECTOR
    000.00
    0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    ARDEN GRIFFITH DIRECTOR
    000.00
    0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    GINNIE STANFORD DIRECTOR
    000.00
    0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,318,139
    b
    Average of monthly cash balances.......................
    1b
    228,025
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,074,925
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,621,089
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,621,089
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    114,316
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,506,773
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    375,339
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    375,339
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,237
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,237
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    372,102
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    372,102
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    372,102
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    424,689
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    424,689
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    3,237
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    421,452
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 372,102
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 83,488
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 424,689
    a Applied to 2017, but not more than line 2a 83,488
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 341,201
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    30,901
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ADULT LITERACY LEAGUE
    345 W MICHIGAN STREET
    ORLANDO,FL32806
    NONE 509(A)(1) ADULT READING PROGRAM 5,000
    ADVENTURE CYCLING
    150 E PINE STREET
    MISSOULA,MT59802
    NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    AMERICAN CANCER SOCEITY
    250 WILLIAMS ST
    ATLANTA,GA30303
    NONE 509(A)(1) RESEARCH SUPPORT 1,000
    AMERICAN DIABETES ASSOCIA
    1701 N BEAUREGARD STREET
    ALEXANDRIA,VA22311
    NONE 509(A)(1) DIABETES RESEARCH 5,000
    AUDUBON OF CENTRAL FL
    1101 AUDUBON WAY
    MAITLAND,FL32751
    NONE 509(A)(1) BIRD OF PREY CENTER SUPPORT 2,000
    BARNS PARK BOTANTICAL GARDENS
    1490 RED DRIVE
    TRAVERSE CITY,MI49684
    NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    BOGGY CREEK GANG CAMP
    30500 BRANTLY BRANCH RD
    EUSTIS,FL32736
    NONE 509(A)(1) MEDICAL CAMP FOR CHILDREN 5,000
    BOY SCOUTS OF AMERICA - C
    1951 S ORANGE BLOSSOM TRA
    APOPKA,FL32703
    NONE 509(A)(1) COUNCIL SUPPORT 10,000
    BOY SCOUTS OF AMERICA - C
    1951 S ORANGE BLOSSOM TRA
    APOPKA,FL32703
    NONE 509(A)(1) LOCAL TROOP SUPPORT 6,000
    BOYS & GIRLS CLUB OF CENTRAL FLORID
    325 STATION STREET
    ALTAMONTE SPRINGS,FL32701
    NONE 509(A)(1) BUILDING PROGRAM 10,000
    BREAD OF LIFE FELLOWSHIP
    PO BOX 770451
    WINTER GARDEN,FL34777
    NONE 509(A)(1) MEALS PROGRAM SUPPORT 2,000
    CANINE COMPANIONS
    8150 CLARCONA OCOEE RD
    ORLANDO,FL32868
    NONE 509(A)(1) OPERATIONS SUPPORT 2,000
    CENTRAL FLORIDA YMCA
    433 N MILLS AVENUE
    ORLANDO,FL32803
    NONE 509(A)(1) LOW INCOME YOUTH SCHOLARSHIPS 10,000
    CENTRAL FLORIDA ZOOLOGICA
    PO BOX 470309
    LAKE MONROE,FL32747
    NONE 509(A)(1) COMMUNITY ZOO SUPPORT 2,000
    CHRISTIAN SERVICE CENTER
    808 W CENTRAL BLVD
    ORLANDO,FL32805
    NONE 509(A)(1) WEST ORANGE SUPPORT 10,000
    CITY OF WINTER GARDEN
    125 E PLANT STREET
    WINTER GARDEN,FL34787
    NONE 509(A)(1) HOLIDAY PROGRAM 300
    COALITION FOR THE HOMELES
    639 WEST CENTRAL BLVD
    ORLANDO,FL32801
    NONE 509(A)(1) HOMELESS SHELTER SUPPORT 2,000
    DOWN SYNDROME ASSOCIATION
    1137 EDGEWATER DRIVE
    ORLANDO,FL32804
    NONE 509(A)(1) BUDDY WALK SUPPORT 5,000
    DUVALL HOME
    3395 GRAND AVENUE
    DELAND,FL32720
    NONE 509(A)(1) ART PROGRAM SUPPORT 5,000
    ENGLISH SPRINGER SPANIEL RESCUE
    1025 ROSE CREEK DRIVE
    WOODSTOCK,GA30189
    NONE 509(A)(1) SUPPORT PET ADOPTION 1,000
    ENZIAN THEATER
    1300 S ORLANDO AVENUE
    MAITLAND,FL32751
    NONE 509(A)(1) OPERATIONAL SUPPORT 2,500
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036
    NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    FICPA SCHOLARSHIP FUND
    3800 ESPLANADE WAY STE 2
    TALLAHASSEE,FL32311
    NONE 509(A)(1) ACCOUNTING SCHOLARSHIPS 6,000
    FLORIDA STATE UNIVERSITY
    225 UNIVERSITY CENTER
    TALLAHASSEE,FL32306
    NONE 509(A)(1) ACCOUNTING DEPT SUPPORT 5,000
    FLORIDA STATE UNIVERSITY
    225 UNIVERSITY CENTER
    TALLAHASSEE,FL32306
    NONE 509(A)(1) FOOD BANK SUPPORT 5,000
    FND FOR ORANGE CNTY PUBLIC SCHOOLS
    445 W AMELIA AVE
    ORLANDO,FL32801
    NONE 509(A)(1) SCIENCE TEACHER SUPPORT 17,500
    FREEDOM RIDE
    1905 LEE ROAD
    ORLANDO,FL32810
    NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    GARDEN THEATRE
    1 N MAIN STREET
    WINTER GARDEN,FL34787
    NONE 509(A)(1) OPERATIONAL SUPPORT 7,500
    GIFT FOR TEACHING
    6501 MAGIC WAY
    ORLANDO,FL32809
    NONE 509(A)(1) PUBLIC SCHOOL SUPPLIES SUPPORT 7,500
    GOODWILL INDUSTRIES
    7531 S ORANGE BLOSSOM TRA
    ORLANDO,FL32809
    NONE 509(A)(1) COMMUNITY SUPPORT 2,000
    GRAND TRAVERSE LIGHTHOUSE
    PO BOX 43
    NORTHPORT,MI49670
    NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    HABITAT FOR HUMANITY WEST ORANGE
    13369 W COLONIAL DRIVE
    WINTER GARDEN,FL34787
    NONE 509(A)(1) NEW HOUSE SUPPORT 25,000
    HONOR FLIGHT CENTRAL FLORIDA
    1170 TREE SWALLOW DR
    WINTER SPRINGS,FL32708
    NONE 509(A)(1) WW II VETERANS TRIPS TO DC 5,000
    HOUSE OF HOPE
    PO BOX 560484
    ORLANDO,FL32856
    NONE 509(A)(1) TROUBLED TEEN SUPPORT 2,000
    JUNIOR ACHIEVEMENT OF CENTRAL FLA
    2121 CAMDEN RD
    ORLANDO,FL32803
    NONE 509(A)(1) YOUTH SUPPORT 2,000
    LANES TEENAGE GIRLS INC
    PO BOX 609087
    ORLANDO,FL32860
    NONE 509(A)(1) CAMPUS TOUR PROGRAM FOR YOUTH 5,000
    LIGHTHOUSE OF CENTRAL FLA
    215 NEW HAMPSHIRE ST
    ORLANDO,FL32804
    NONE 509(A)(1) VISUAL IMPAIRMENT SUPPORT 2,000
    MESSIAH CHORAL SOCIETY
    PO BOX 3496
    WINTER PARK,FL32790
    NONE 509(A)(1) OPERATIONAL SUPPORT 400
    MOCKINGBIRD MINISTRIES
    100 W JEFFERSON STREET
    CHARLOTTESVILLE,VA22902
    NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    MOFFIT CANCER CENTER
    12902 MAGNOLIA DRIVE
    TAMPA,FL33612
    NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    NATIONAL MS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017
    NONE 509(A)(1) OPERATIONAL SUPPORT 1,500
    NEHRLING GARDEN
    2267 HEMPEL AVENUE
    GOTHA,FL34734
    NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    OAKLAND NATURE PRESERVE
    747 MACHETE TRAIL
    OAKLAND,FL34760
    NONE 509(A)(1) OPERATIONAL SUPPORT 7,500
    OMENA PRESBYTERIAN CHURCH
    5098 N WEST BAY SHORE DR
    NORTHPORT,MI49670
    NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    ORANGE COUNTY REGIONAL HI
    65 E CENTRAL AVENUE
    ORLANDO,FL32801
    NONE 509(A)(1) COMMUNITY HISTORY CENTER SUPPORT 2,000
    ORANGE COUNTY SCHOOL SYSTEM
    445 W AMELIA ST
    ORLANDO,FL32801
    NONE 509(A)(1) WEST ORANGE BAND SUPPORT 10,000
    ORANGE COUNTY SCHOOL SYSTEM
    445 W AMELIA ST
    ORLANDO,FL32801
    NONE 509(A)(1) WOLF LAKE MIDDLE SCHOOL BAND 25,000
    ORLANDO MUSEUM OF ART
    2416 N MILLS
    ORLANDO,FL32803
    NONE 509(A)(1) COMMUNITY MUSUEM SUPPORT 2,000
    ORLANDO PHILHARMONIC ORCH
    812 E ROLLINS
    ORLANDO,FL32803
    NONE 509(A)(1) COMMUNITY CONCERT FOR WG 5,000
    ORLANDO SCIENCE CENTER
    777 E PRINCETON
    ORLANDO,FL32803
    NONE 509(A)(1) COMMUNITY SCIENCE PROGRAM SUPPORT 2,000
    ORLANDO UNION RESCUE MISS
    1521 WASHINGTON STREET
    ORLANDO,FL32802
    NONE 509(A)(1) HOMELESS SHELTER SUPPORT 2,000
    PET ALLIANCE OF CENTRAL FLORIDA
    2727 CONROY ROAD
    ORLANDO,FL32839
    NONE 509(A)(1) ANIMAL SHELTER SUPPORT 2,000
    PRINCE OF PEACE ORPHANAGE
    PO BOX 1344
    MT STERLING,KY40353
    NONE 509(A)(1) ORPHANAGE SUPPORT 27,000
    QUEST INC
    500 E COLONIAL DRIVE
    ORLANDO,FL32803
    NONE 509(A)(1) SUMMER CAMP SCHOLARSHIPS 7,500
    RONALD MCDONALD HOUSE
    2201 ALDEN ROAD
    ORLANDO,FL32803
    NONE 509(A)(1) COMMUNITY SUPPORT 5,000
    SALVATION ARMY
    PO BOX 540657
    ORLANDO,FL32854
    NONE 509(A)(1) HOMELESS REHAB SUPPORT 2,000
    SECOND HARVEST FOOD BANK
    2008 BRENGLE AVENUE
    ORLANDO,FL32808
    NONE 509(A)(1) COMMUNITY FOOD BANK SUPPORT 2,000
    SHEPHERD HOPE HEALTH CLIN
    4851 APOPKA VINELAND RD
    ORLANDO,FL32819
    NONE 509(A)(1) BUILDING PROGRAM 50,000
    SHEPHERD HOPE HEALTH CLIN
    4851 APOPKA VINELAND RD
    ORLANDO,FL32819
    NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    SMITHSONIAN MUSUEMS
    PO BOX 37012
    WASHINGTON,DC20013
    NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    THE RUSSELL HOME
    510 HOLDEN AVENUE
    ORLANDO,FL32839
    NONE 509(A)(1) HANDICAPPED INDIVIDUAL SUPPORT 2,000
    UCF SYMPHONY
    8300 VINELAND AVE
    ORLANDO,FL32821
    NONE 509(A)(1) OPERATIONAL SUPPORT 2,500
    UCP OF CENTRAL FLORIDA
    630 S DILLARD ST
    WINTER GARDEN,FL34787
    NONE 509(A)(1) CLASSROOM SUPPORT 2,000
    UNIVERSITY OF CENTRAL FLORIDA FND
    12424 RESEACH PARKWAY
    ORLANDO,FL32826
    NONE 509(A)(1) FOOD BANK SUPPORT 5,000
    UNIVERSITY OF FLORIDA
    PO BOX 117166
    GAINESVILLE,FL32611
    NONE 509(A)(1) ACCOUNTING DEPT/CICIERONES SUPPORT 5,000
    UNIVERSITY OF FLORIDA
    PO BOX 117166
    GAINESVILLE,FL32611
    NONE 509(A)(1) CICIERONES SUPPORT 1,000
    UNIVERSITY OF FLORIDA
    PO BOX 117166
    GAINESVILLE,FL32611
    NONE 509(A)(1) FOOD BANK SUPPORT 5,000
    WEST ORANGE SCHOLARSHIP FND
    800 S DILLARD STREET
    WINTER GARDEN,FL34787
    NONE 509(A)(1) LOCAL SCHOLARSHIP SUPPORT 6,000
    WINTER GARDEN ART ASSOCIATION
    127 S BOYD STREET
    WINTER GARDEN,FL34787
    NONE 509(A)(1) OPERATIONAL SUPPORT 3,100
    WINTER GARDEN HERITAGE FO
    1 N MAIN STREET
    WINTER GARDEN,FL34787
    NONE 509(A)(1) MUSUEM SUPPORT 6,000
    WINTER GARDEN POLICE ATHLETIC LEAGU
    125 E PLANT STREET
    WINTER GARDEN,FL34787
    NONE 509(A)(1) TOYS FOR NEEDY PROGRAM 1,000
    WMFE COMMUNITY COMMUNICAT
    11510 EAST COLONIAL DRIVE
    ORLANDO,FL32817
    NONE 509(A)(1) SUPPORT OF PUBLIC RADIO 12,500
    WORLD BICYCLE RELIEF
    1000 W FULTON MARKET
    CHICAGO,IL60607
    NONE 509(A)(1) OPERATIONAL SUPPORT 2,500
    WUCF
    12461 RESEARCH PARKWAY
    ORLANDO,FL32826
    NONE 509(A)(1) PUBLIC TELEVISION SUPPORT 10,000
    IDIGNITY
    701 W CONCORD ST
    ORLANDO,FL32805
    NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    Total .................................bullet 3a 418,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 163,366  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 120,967  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 513  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 70,513  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   355,359  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    355,359
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ML 4012 INVESTMENTS 288,634 298,267

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ML 4006 INVESTMENTS 319,403 493,632
    ML B43 INVESTMENTS 219,012 215,372
    ML 4004 INVESTMENTS 1,590,330 1,856,881
    ML 4005 INVESTMENTS 730,533 842,986
    ML 4012 INVESTMENTS 157,652 159,181

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    US Government Securities - End of Year Book Value:

    345,968
    US Government Securities - End of Year Fair Market Value:

    356,380
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 InvestmentsLandSchedule2
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 375,000   375,000 375,000
    BUILDING 2,000,966 368,481 1,632,485 2,025,000

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PRESBYTERIAN INVESTMENT LOAN PROGRAM AT COST 150,504 150,504

    TY 2018 OtherExpensesSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOND BLD - WINTER GARDEN        
    INSURANCE 11,243 11,243    
    MAINTENANCE/REPAIRS 30,268 30,268    
    UTILITIES 12,327 12,327    
    SALES TAX INCLUDED IN RENTAL 14,201 14,201    
    PROPERTY TAXES 8,708 8,708    
    INVESTMENT DEPRECIATION 49,973 49,973    
    EXPENSES        
    DUES & SUBSCRIPTIONS 3,955     3,955
    LICENSE & REGISTRATION 273 273    
    BANK CHARGES 180 180    


    TY 2018 OtherIncomeSchedule2
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    STOCK SETTLEMENTS 513 513  


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 19,000 20,000
    INSURANCE REPAIR RESERVE 44,547 22,283


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MERRILL LYNCH INVESTMENT FEES 28,466 28,466    


    TY 2018 TaxesSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORM 990PF TAX 3,179      
    FOREIGN TAXES 651 651