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TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
10-01-2019
, and ending
09-30-2020
Name of foundation
HORTICULTURAL ARTS & PARK INSTITUTE INC
Number and street (or P.O. box number if mail is not delivered to street address)
8435 SW 80TH STREET SUITE 2
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OCALA
,
FL
34481
A Employer identification number
59-3378866
B
Telephone number (see instructions)
(813) 544-2502
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
6,529,452
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
337,302
2
Check
.............
3
Interest on savings and temporary cash investments
32,567
32,567
32,567
4
Dividends and interest from securities
...
66,842
66,842
66,842
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
681,969
b
Gross sales price for all assets on line 6a
3,955,584
7
Capital gain net income (from Part IV, line 2)
...
681,969
8
Net short-term capital gain
.........
14,318
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)
.......
9,890
0
9,890
12
Total.
Add lines 1 through 11
........
1,128,570
781,378
123,617
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
6,500
0
0
6,500
c
Other professional fees (attach schedule)
....
13,743
13,743
13,743
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
27,691
0
0
0
19
Depreciation (attach schedule) and depletion
...
49,821
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
470,950
0
3,141
467,809
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
568,705
13,743
16,884
474,309
25
Contributions, gifts, grants paid
.......
0
0
26
Total expenses and disbursements.
Add lines 24 and 25
568,705
13,743
16,884
474,309
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
559,865
b
Net investment income
(if negative, enter -0-)
767,635
c
Adjusted net income
(if negative, enter -0-)
...
106,733
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
207,082
113,585
113,585
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
8,847
8,847
10a
Investments—U.S. and state government obligations (attach schedule)
173,256
297,100
304,584
b
Investments—corporate stock (attach schedule)
.......
1,791,809
1,333,829
2,259,054
c
Investments—corporate bonds (attach schedule)
.......
148,161
203,055
202,917
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
2,690,812
3,285,973
3,300,361
14
Land, buildings, and equipment: basis
2,102,287
Less: accumulated depreciation (attach schedule)
1,764,291
190,710
337,996
337,996
15
Other assets (describe
)
146,125
2,108
2,108
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
5,347,955
5,582,493
6,529,452
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
)
2,741
1,337
23
Total liabilities
(add lines 17 through 22)
.........
2,741
1,337
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
5,345,214
5,581,156
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
5,345,214
5,581,156
30
Total liabilities and net assets/fund balances
(see instructions)
.
5,347,955
5,582,493
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
5,345,214
2
Enter amount from Part I, line 27a
.....................
2
559,865
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
5,905,079
5
Decreases not included in line 2 (itemize)
5
323,923
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
5,581,156
Form
990-PF
(2019)
Form 990-PF (2019)
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
SALESFORCE COM INCORPORATED
2012-10-17
2020-08-17
b
PAYPAL HLDGS INCORPORATED
2012-12-05
2020-01-13
c
NETFLIX INCORPORATED
2012-12-05
2020-07-13
d
PAYPAL HLDGS INCORPORATED
2012-12-22
2020-01-13
e
INGERSOLL RAND INCORPORATED
2013-04-15
2020-03-06
YUM BRANDS INCORPORATED
2013-04-15
2020-09-09
INGERSOLL RAND INCORPORATED
2013-04-15
2020-03-24
CELANESE CORPORATION DEL
2013-04-15
2020-02-20
PAYPAL HLDGS INCORPORATED
2013-06-20
2020-01-13
INTUITIVE SURGICAL INCORPORATED COM NEW
2013-11-14
2020-09-09
VERTEX PHARMACEUTICALS INCORPORATED
2013-11-14
2020-09-09
INGERSOLL RAND INCORPORATED
2013-12-03
2020-03-24
YUM BRANDS INCORPORATED
2014-01-06
2020-09-09
INGERSOLL RAND INCORPORATED
2014-01-06
2020-03-24
CELANESE CORPORATION DEL
2014-01-06
2020-02-20
YUM BRANDS INCORPORATED
2014-04-24
2020-09-09
VERTEX PHARMACEUTICALS INCORPORATED
2014-06-10
2020-09-09
NETFLIX INCORPORATED
2014-06-10
2020-07-13
NETFLIX INCORPORATED
2014-06-27
2020-07-13
PAYPAL HLDGS INCORPORATED
2014-06-27
2020-01-13
VERTEX PHARMACEUTICALS INCORPORATED
2014-06-27
2020-09-09
FISERV INCORPORATED
2014-09-30
2020-08-14
NETFLIX INCORPORATED
2015-04-27
2020-07-13
FISERV INCORPORATED
2015-04-27
2020-08-14
CONSTELLATION BRANDS INCORPORATED CLASS A
2015-08-14
2020-03-24
EXELON CORPORATION
2015-08-20
2020-02-20
EXELON CORPORATION
2015-08-21
2020-02-20
EDWARDS LIFESCIENCES CORPORATION
2015-08-27
2020-06-17
FISERV INCORPORATED
2015-08-27
2020-08-14
AMAZON COM INCORPORATED
2015-10-22
2020-05-27
AMAZON COM INCORPORATED
2015-10-23
2020-05-27
FISERV INCORPORATED
2015-12-09
2020-08-14
EXELON CORPORATION
2016-01-06
2020-02-20
VOYA FINANCIAL INCORPORATED
2016-01-19
2020-03-26
VOYA FINANCIAL INCORPORATED
2016-01-20
2020-03-26
VALERO ENERGY CORPORATION
2016-02-11
2020-02-20
PAYPAL HLDGS INCORPORATED
2016-02-24
2020-01-13
MICRON TECHNOLOGY INCORPORATED
2016-02-24
2020-09-09
CHEVRON CORPORATION NEW
2016-03-03
2020-01-13
ADOBE INCORPORATED
2016-04-06
2020-07-13
ADOBE INCORPORATED
2016-04-06
2020-05-27
ADOBE SYSTEMS INCORPORATED
2016-04-06
2020-09-09
VALERO ENERGY CORPORATION
2016-05-03
2020-02-20
VALERO ENERGY CORPORATION
2016-06-22
2020-02-20
VOYA FINANCIAL INCORPORATED
2016-07-20
2020-03-26
SYNCHRONY FINANCIAL
2016-10-06
2020-03-13
ADOBE SYSTEMS INCORPORATED
2016-10-17
2020-09-09
VERTEX PHARMACEUTICALS INCORPORATED
2016-11-07
2020-09-09
MICRON TECHNOLOGY INCORPORATED
2016-11-11
2020-09-09
CONSTELLATION BRANDS INCORPORATED CLASS A
2017-01-06
2020-03-24
YUM BRANDS INCORPORATED
2017-04-06
2020-09-09
SYNCHRONY FINANCIAL
2017-05-22
2020-03-13
SYNCHRONY FINANCIAL
2018-02-21
2020-03-13
PFIZER INCORPORATED
2018-02-21
2020-01-13
T MOBILE US INCORPORATED
2018-02-21
2020-03-24
LAM RESEARCH CORPORATION
2018-02-21
2020-09-09
CELANESE CORPORATION DEL
2018-02-21
2020-02-20
VOYA FINANCIAL INCORPORATED
2018-02-21
2020-03-26
VALERO ENERGY CORPORATION
2018-02-21
2020-02-20
CHEVRON CORPORATION NEW
2018-02-21
2020-01-13
YUM BRANDS INCORPORATED
2018-02-21
2020-09-09
CORNING INCORPORATED
2018-02-21
2019-10-16
INGERSOLL RAND INCORPORATED
2018-02-21
2020-03-24
EXACT SCIENCES CORPORATION
2018-02-21
2019-10-16
CONSTELLATION BRANDS INCORPORATED CLASS A
2018-02-21
2020-03-24
EXELON CORPORATION
2018-02-21
2020-02-20
CHEVRON CORPORATION NEW
2018-03-29
2020-01-13
MGM RESORTS INTERNATIONAL
2018-04-23
2020-02-20
MGM RESORTS INTERNATIONAL
2018-04-26
2020-02-20
NEXTERA ENERGY INCORPORATED
2018-05-09
2020-02-14
BOEING COMPANY
2018-05-18
2020-01-13
MGM RESORTS INTERNATIONAL
2018-06-07
2020-02-20
BOEING COMPANY
2018-06-15
2020-01-13
NEXTERA ENERGY INCORPORATED
2018-06-27
2020-02-14
CONSTELLATION BRANDS INCORPORATED CLASS A
2018-06-29
2020-03-24
MGM RESORTS INTERNATIONAL
2018-06-29
2020-02-20
YUM BRANDS INCORPORATED
2018-06-29
2020-09-09
ILLUMINA INCORPORATED
2018-07-31
2019-10-16
SYNCHRONY FINANCIAL
2018-08-01
2020-03-13
PFIZER INCORPORATED
2018-08-03
2020-01-13
PFIZER INCORPORATED
2018-08-06
2020-01-13
PFIZER INCORPORATED
2018-08-09
2020-01-13
NEXTERA ENERGY INCORPORATED
2018-08-17
2020-02-14
EXELON CORPORATION
2018-08-17
2020-02-20
CISCO SYSTEMS INCORPORATED
2018-09-21
2020-09-09
CONSTELLATION BRANDS INCORPORATED CLASS A
2018-10-02
2020-03-24
VERIZON COMMUNICATIONS INCORPORATED
2018-10-16
2020-08-10
VERIZON COMMUNICATIONS INCORPORATED
2018-10-19
2020-08-10
T MOBILE US INCORPORATED
2018-10-19
2020-03-24
CISCO SYSTEMS INCORPORATED
2018-10-22
2020-09-09
VERIZON COMMUNICATIONS INCORPORATED
2018-10-29
2020-08-10
NEXTERA ENERGY INCORPORATED
2018-10-30
2020-02-14
EXELON CORPORATION
2018-10-30
2020-02-20
CISCO SYSTEMS INCORPORATED
2018-10-31
2020-09-09
SYNCHRONY FINANCIAL
2018-11-02
2020-03-13
LAM RESEARCH CORPORATION
2018-11-02
2020-09-09
CISCO SYSTEMS INCORPORATED
2018-11-06
2020-09-09
FEDERAL FARM CREDIT BANKS DEBENTURE
2019-01-11
2020-03-16
SECURITY FIRST BANK FDIC # 5415
2019-02-01
2020-01-27
US TREASURY NOTES 1% 10/15/2019 1.0000% DUE 10/15/2019
2019-02-01
2019-10-15
COMPASS BK FDIC # 19048
2019-02-01
2019-12-31
JPMORGAN CHASE BANK NA COLUMBUS, OH FDIC # 628
2019-02-01
2020-01-31
BB&T CORPORATION MTN FULL CALL ISIN US05531FAS20
2019-02-05
2019-12-16
US TREASURY NOTES 1.375% 12/15/2019 1.3750% DUE 12/15/2019
2019-02-05
2019-12-16
JPMORGAN CHASE & CO. NTS FULL CALL ISIN US46625HKA76
2019-02-05
2019-12-23
BOEING COMPANY
2019-03-18
2020-01-13
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2019-04-10
2020-08-10
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2019-04-11
2020-08-10
CHEVRON CORPORATION NEW
2019-04-12
2020-01-13
FEDERAL HOME LOAN BANKS DEBENTURE
2019-05-08
2020-03-30
FEDERAL HOME LOAN BANKS DEBENTURE
2019-05-08
2019-12-27
FEDERAL HOME LOAN BANKS DEBENTURE
2019-05-08
2020-05-28
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2019-05-22
2020-08-10
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2019-05-23
2020-08-10
EAGLEBANK FDIC # 34742
2019-05-24
2020-04-20
CONSTELLATION BRANDS INCORPORATED CLASS A
2019-05-24
2020-03-24
IBERIABANK FDIC # 28100
2019-05-24
2019-11-25
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2019-06-03
2020-08-10
EXELON CORPORATION
2019-06-18
2020-02-20
CONSTELLATION BRANDS INCORPORATED CLASS A
2019-06-18
2020-03-24
VERIZON COMMUNICATIONS INCORPORATED
2019-06-18
2020-08-10
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2019-06-25
2020-08-10
ILLUMINA INCORPORATED
2019-07-15
2019-10-16
INGERSOLL RAND INCORPORATED
2019-07-17
2020-03-24
MGM RESORTS INTERNATIONAL
2019-07-17
2020-02-20
AMERIS BANK FDIC # 20504
2019-08-14
2019-11-13
SOUTHEAST BANK ATHENS, TN FDIC # 57348
2019-08-14
2019-11-18
BANK OF BARODA NEW YORK, NY FDIC # 33681
2019-08-21
2019-10-23
NEOGENOMICS INCORPORATED COM NEW
2019-08-22
2020-09-09
NEOGENOMICS INCORPORATED COM NEW
2019-08-22
2020-08-17
BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS)
2019-08-22
2020-04-09
PFIZER INCORPORATED
2019-09-13
2020-01-13
NEOGENOMICS INCORPORATED COM NEW
2019-10-01
2020-09-09
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2019-10-16
2020-08-10
BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS)
2019-10-22
2020-04-09
BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS)
2019-10-24
2020-04-09
JP MORGAN CHASE BANK, NA COLUMBUS, OH FDIC # 628
2019-11-14
2019-12-23
FEDERAL FARM CREDIT BANKS DEBENTURE
2019-12-17
2020-03-13
JPMORGAN CHASE BANK NA COLUMBUS, OH FDIC # 628
2019-12-17
2020-01-31
BMO HARRIS BANK, NA FDIC # 16571
2019-12-17
2020-06-12
VALERO ENERGY CORPORATION
2020-01-13
2020-02-20
FIRST NATIONAL BANK FDIC # 4256
2020-01-13
2020-02-14
FEDERAL AGRICULTURAL MORTGAGE CORPORATION
2020-01-13
2020-04-15
FEDERAL FARM CREDIT BANKS DEBENTURE
2020-01-13
2020-01-24
SYNCHRONY FINANCIAL
2020-01-13
2020-03-13
FEDERAL HOME LOAN MORTGAGE CORPORATION
2020-01-13
2020-02-10
FEDERAL HOME LOAN MORTGAGE CORPORATION
2020-01-13
2020-05-28
JPMORGAN CHASE BANK NA COLUMBUS, OH FDIC # 628
2020-01-13
2020-02-28
UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
2020-01-13
2020-08-03
GOLDMAN SACHS BANK USA FDIC # 33124
2020-01-15
2020-09-22
FEDERAL FARM CREDIT BANKS DEBENTURE
2020-02-13
2020-05-07
BMO HARRIS BANK, NA FDIC # 16571
2020-02-13
2020-07-30
MORGAN STANLEY BANK NA SALT LAKE CITY, UT FDIC # 32992
2020-02-13
2020-07-27
FEDERAL FARM CREDIT BANKS DEBENTURE
2020-02-13
2020-05-07
FEDERAL HOME LOAN BANKS DEBENTURE
2020-02-13
2020-03-23
HSBC BANK USA, NA FDIC # 57890
2020-02-13
2020-08-13
GOLDMAN SACHS BANK USA FDIC # 33124
2020-02-13
2020-07-29
GOLDMAN SACHS BANK USA FDIC # 33124
2020-02-14
2020-08-19
YUM BRANDS INCORPORATED
2020-02-20
2020-09-09
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2020-02-20
2020-08-10
FEDERAL HOME LOAN BANKS DEBENTURE
2020-03-16
2020-03-16
GILEAD SCIENCES INCORPORATED
2020-03-25
2020-09-09
CISCO SYSTEMS INCORPORATED
2020-03-25
2020-09-09
FEDERAL HOME LOAN MORTGAGE CORPORATION
2020-07-09
2020-08-12
INTEL CORPORATION
2020-07-24
2020-09-09
ISHARES TR RUS 1000 GRW ETF
2020-08-10
2020-09-09
INTEL CORPORATION
2020-08-11
2020-09-09
GILEAD SCIENCES INCORPORATED
2020-08-13
2020-09-09
CISCO SYSTEMS INCORPORATED
2020-08-13
2020-09-09
INTEL CORPORATION
2020-08-13
2020-09-09
(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
13,492
2,657
10,835
b
5,784
1,556
4,228
c
19,802
420
19,382
d
4,627
1,285
3,342
e
12
5
7
3,770
1,922
1,848
1,102
596
506
5,427
2,168
3,259
4,049
1,057
2,992
5,763
1,059
4,704
7,831
1,849
5,982
185
126
59
1,885
1,089
796
927
690
237
3,256
1,623
1,633
942
550
392
5,221
1,474
3,747
23,763
2,570
21,193
15,842
1,770
14,072
19,088
4,914
14,174
6,526
2,312
4,214
39,999
12,966
27,033
4,526
649
3,877
17,000
6,739
10,261
1,054
1,149
-95
1,990
1,365
625
498
331
167
42,809
14,906
27,903
4,000
1,734
2,266
64,987
15,341
49,646
55,359
13,877
41,482
5,000
2,338
2,662
2,488
1,410
1,078
806
603
203
403
296
107
1,507
985
522
91,967
28,284
63,683
18,263
4,230
14,033
1,165
868
297
46,431
9,524
36,907
37,494
9,524
27,970
40,859
8,191
32,668
837
583
254
1,675
1,060
615
1,611
1,029
582
3,429
4,134
-705
6,651
1,511
5,140
84,572
26,926
57,646
26,281
10,379
15,902
469
597
-128
942
646
296
686
806
-120
2,515
4,088
-1,573
6,725
6,164
561
6,178
4,876
1,302
9,105
5,755
3,350
4,342
4,122
220
6,042
7,632
-1,590
3,349
3,685
-336
7,104
6,775
329
6,597
5,502
1,095
10,614
10,662
-48
1,112
1,220
-108
6,849
3,325
3,524
3,513
6,565
-3,052
6,467
4,905
1,562
5,124
5,012
112
4,147
4,701
-554
2,552
2,568
-16
8,887
5,075
3,812
5,000
5,264
-264
3,509
3,451
58
4,000
4,266
-266
9,165
5,545
3,620
1,171
2,235
-1,064
2,871
2,623
248
1,885
1,572
313
9,599
9,893
-294
2,057
2,642
-585
1,978
2,026
-48
3,560
3,681
-121
2,769
2,879
-110
3,888
2,452
1,436
2,487
2,238
249
8,875
10,667
-1,792
820
1,489
-669
8,254
7,508
746
3,538
3,304
234
3,089
2,799
290
4,034
4,591
-557
5,306
5,125
181
3,888
2,406
1,482
2,488
2,207
281
2,420
2,768
-348
1,829
2,151
-322
8,195
4,100
4,095
2,017
2,319
-302
50,000
49,147
853
100,000
99,900
100
100,000
100,000
0
100,000
100,000
0
100,000
99,875
125
50,000
49,987
13
75,000
75,000
0
50,000
49,976
24
7,666
8,492
-826
215,415
185,129
30,286
118,478
101,797
16,681
21,545
22,087
-542
30,000
30,000
0
30,000
30,000
0
30,000
30,000
0
127,710
108,801
18,909
153,868
129,032
24,836
50,000
49,800
200
4,685
7,927
-3,242
50,000
49,962
38
61,547
50,534
11,013
3,482
3,485
-3
11,711
18,323
-6,612
6,486
6,297
189
30,774
26,959
3,815
2,787
2,715
72
371
565
-194
2,871
2,589
282
50,000
49,975
25
50,000
49,990
10
50,000
49,992
8
18,508
12,899
5,609
39,393
25,798
13,595
29,699
31,170
-1,471
4,747
4,427
320
18,508
9,525
8,983
92,321
82,221
10,100
9,900
10,331
-431
9,900
10,352
-452
63,000
63,058
-58
100,000
99,503
497
11,000
11,018
-18
41,000
40,795
205
8,540
9,796
-1,256
15,000
15,014
-14
25,000
25,038
-38
60,000
59,970
30
3,200
4,939
-1,739
15,000
15,007
-7
25,000
25,049
-49
84,000
84,127
-127
10,000
10,180
-180
50,000
49,850
150
50,000
49,975
25
25,000
24,975
25
25,000
24,975
25
25,000
24,994
6
16,667
16,650
17
26,000
26,067
-67
25,000
24,998
2
25,000
24,813
187
2,827
3,085
-258
30,774
30,795
-21
33,333
33,333
0
19,308
21,475
-2,167
2,824
2,680
144
100,000
100,139
-139
4,958
5,152
-194
21,603
20,968
635
44,622
44,162
460
6,436
6,811
-375
28,238
29,903
-1,665
9,916
9,756
160
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
10,835
b
4,228
c
19,382
d
3,342
e
7
1,848
506
3,259
2,992
4,704
5,982
59
796
237
1,633
392
3,747
21,193
14,072
14,174
4,214
27,033
3,877
10,261
-95
625
167
27,903
2,266
49,646
41,482
2,662
1,078
203
107
522
63,683
14,033
297
36,907
27,970
32,668
254
615
582
-705
5,140
57,646
15,902
-128
296
-120
-1,573
561
1,302
3,350
220
-1,590
-336
329
1,095
-48
-108
3,524
-3,052
1,562
112
-554
-16
3,812
-264
58
-266
3,620
-1,064
248
313
-294
-585
-48
-121
-110
1,436
249
-1,792
-669
746
234
290
-557
181
1,482
281
-348
-322
4,095
-302
853
100
0
0
125
13
0
24
-826
30,286
16,681
-542
0
0
0
18,909
24,836
200
-3,242
38
11,013
-3
-6,612
189
3,815
72
-194
282
25
10
8
5,609
13,595
-1,471
320
8,983
10,100
-431
-452
-58
497
-18
205
-1,256
-14
-38
30
-1,739
-7
-49
-127
-180
150
25
25
25
6
17
-67
2
187
-258
-21
0
-2,167
144
-139
-194
635
460
-375
-1,665
160
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
681,969
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
...................
3
14,318
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?
Yes
No
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))
2018
591,330
5,067,448
0.116692
2017
518,081
3,046,533
0.170056
2016
389,282
1,679,192
0.231827
2015
348,213
1,742,825
0.199798
2014
320,971
2,004,514
0.160124
2
Total
of line 1, column (d)
.....................
2
0.878497
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
0.175699
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
5,830,928
5
Multiply line 4 by line 3
......................
5
1,024,488
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
7,676
7
Add lines 5 and 6
........................
7
1,032,164
8
Enter qualifying distributions from Part XII, line 4
,.............
8
527,398
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
15,353
here
and 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
0
3
Add lines 1 and 2
...........................
3
15,353
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
15,353
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
24,200
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
7,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
31,200
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
15,847
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
15,847
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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)
FL
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
Yes
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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
KRYSTEL TORRES CO HAPI
Telephone no.
(352) 873-0848
Located at
8435 SW 80TH STREET SUITE 2
OCALA
FL
ZIP+4
34481
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
1c
No
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
BARBARA ORTIZ
ASST. SECRETARY
5.00
0
0
0
8435 SW 80TH STREET SUITE 2
OCALA
,
FL
34481
KENNETH D COLEN
PRESIDENT/DIR
5.00
0
0
0
8435 SW 80TH STREET SUITE 2
OCALA
,
FL
34481
LESLEE R COLEN
VICE PRES/DIR
1.00
0
0
0
2291 WORLD PARKWAY BLVD WEST
CLEARWATER
,
FL
34623
GERALD R COLEN
SEC/TREAS/DIR
1.00
0
0
0
7243 BRYAN DAIRY RD
LARGO
,
FL
33777
ROBERT L COLEN
SECRETARY/DIR
12.00
0
0
0
8435 SW 80TH STREET SUITE 2
OCALA
,
FL
34481
SOLON F O'NEAL JR
DIRECTOR
1.00
0
0
0
3435 BAYSHORE BLVD 401
TAMPA
,
FL
33629
CHARLES A SIMMONS
DIRECTOR
1.00
0
0
0
101 E KENNEDY BLVD SUITE 1900
TAMPA
,
FL
33602
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
COADVANTAGE
LEASED EMPLOYEES
333,682
3350 BUSCHWOOD DR 200
TAMPA
,
FL
33618
Total
number of others receiving over $50,000 for professional services
.............
0
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
ON-GOING DEVELOPMENT, MAINTENANCE AND SUPPORT OF GARDENS
527,398
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
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
5,811,491
b
Average of monthly cash balances
.......................
1b
108,233
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
5,919,724
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
5,919,724
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
88,796
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
5,830,928
6
Minimum investment return.
Enter 5% of line 5
..................
6
291,546
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
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
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
474,309
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
53,089
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
527,398
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
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
527,398
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
a
Applied to 2018, but not more than line 2a
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 2019 distributable amount
.....
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter 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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
2007-12-21
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
106,733
65,088
70,962
33,422
276,205
b
85% of line 2a
.........
90,723
55,325
60,318
28,409
234,774
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
527,398
591,330
518,081
389,282
2,026,091
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
0
0
0
0
0
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
527,398
591,330
518,081
389,282
2,026,091
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
0
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
0
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
194,364
168,915
101,551
55,973
520,803
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)
....
0
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
0
(3)
Largest amount of support
from an exempt organization
0
(4)
Gross investment income
0
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
Total
.................................
3a
0
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
32,567
4
Dividends and interest from securities
....
14
66,842
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
681,969
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
18
11
Other revenue:
a
MISC INCOME
03
5,209
b
RENTAL OF PARK TO PUBLIC
16
4,681
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
791,268
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
791,268
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description