2023-11-22T08:26:37-05:00 2023-08-31 474328609 SILBERNAGEL & BURROUGHS PA 1934 N DONNELLY ST STE B MOUNT DORA FL 32757 990 2022-09-01 237227875 MOUNT DORA COMMUNITY TRUST MOUN PO BOX 1406 MOUNT DORA FL 327561406 FIRST NATIONAL BANK OF MT DORA TRUSTEE 3523832140 2023-11-21 true FIRST NATIONAL BANK OF MT DORA GABRIEL BURROUGHS CPA P01077526 3527296752 2023-11-22 0 00 AAL1 IAL1 2022 2023-04-26 12:10:37Z 16904438 false X HTTPS://MOUNTDORACOMMUNITYTRUST.COM/ X 1972 FL ESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST AIMS TO ENRICH THE QUALITY OF MOUNT DORA AND NORTHEAST LAKE COUNTY BY MAXIMIZING PERPETUAL GIVING, PROMOTING LEADERSHIP IN THE COMMUNITY, AND PAIRING DONORS WITH THE CAUSES THEY ARE PASSIONATE ABOUT. 5 5 4 1 0 0 2252467 2525575 0 1758812 1247008 198684 110332 4209963 3882915 1189182 1547976 0 544320 581642 0 23816 175122 212238 1908624 2341856 2301339 1541059 21552848 23093907 0 21552848 23093907 ESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST AIMS TO ENRICH THE QUALITY OF MOUNT DORA AND NORTHEAST LAKE COUNTY BY MAXIMIZING PERPETUAL GIVING, PROMOTING LEADERSHIP IN THE COMMUNITY, AND PAIRING DONORS WITH THE CAUSES THEY ARE PASSIONATE ABOUT. false false 2036357 1440947 MOUNT DORA AREA COMMUNITY GRANTS AND ALLOCATIONS: FOR BENEFIT OF ORGANIZATIONS, GOVERNMENTAL ENTITIES, AND INDIVIDUALS SELECTED BY THE DISTRIBUTION COMMITTEE. THIS ALSO INCLUDES EXPENSES DIRECTLY INCURRED BY THE MOUNT DORA COMMUNITY TRUST FOR PUBLIC, EDUCATIONAL, CHARITABLE, OR BENEVOLENT NEEDS OF THE MOUNT DORA AREA COMMUNITY. 107029 SCHOLARSHIPS: 98 MOUNT DORA AREA STUDENTS WERE AWARDED SCHOLARSHIPS DURING THE YEAR. 2143386 true true false false false true false false false true true false false false false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false true 0 0 4 true false false false false false false false false false false false false false false false X 5 5 false false false false false false false true true false false true true true true true true true true false FL X 1ST NATL BANK OF MT DORA TRUST DEPT 3523832140 714 NORTH DONNELLY STREET MOUNT DORA FL 32757 FIRST NATIONAL BANK OF MT DORA TRUSTEE 40.00 0.00 X 332976 0 0 ROB ENGLISH EXECUTIVE DIRECTOR 40.00 0.00 X 89904 0 0 SARAH HERRICK PROGRAM DIRECTOR 40.00 0.00 X 64808 0 0 TABITHA MOORE COMMUNITY IMPACT COORDINATOR 40.00 0.00 X 35423 0 0 KIM DELVERNOIS ADMIN ASSISTANT 40.00 0.00 X 17909 0 0 BILLY BROOKS DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 CRISSY STILE DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 KIM STEWART DISTRIBUTION COMMITTEE CHAIRP 1.00 0.00 X 0 0 0 EDEE ROBINSON DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 BOBBY ROWE DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 541020 0 0 1 false true false 2525575 2525575 506337 506337 8528 3895 4633 4633 4633 13469299 289000 12888301 129327 580998 159673 740671 740671 ADMIN FEE REVENUE 900099 105699 105699 105699 3882915 105699 0 1251641 1440947 1440947 107029 107029 429323 321992 94451 12880 132339 99254 29115 3970 2000 1500 440 60 17980 13485 3956 539 18936 14202 4166 568 3050 2288 671 91 114931 86198 25285 3448 1224 918 269 37 18260 13695 4017 548 PRINTING & ADVERTISING 42129 31597 9268 1264 FOUNDATION SOFTWARE 13708 10281 3016 411 2341856 2143386 174654 23816 302 1820115 2226269 40305 32973 638970 123195 636701 515775 19055727 20318588 21552848 23093907 0 0 X 5825097 6581860 15727751 16512047 21552848 23093907 21552848 23093907 1541059 0 X false false false X 198215 338134 1365124 668524 801643 3371640 198215 338134 1365124 668524 801643 3371640 110770 3260870 364450 411875 425570 424854 506337 2133086 5504726 0.59240 0.57010 X Unusual grants Part II or Part III line 1 YEAR ENDING AUGUST 31, 2020 (2019) $305,000YEAR ENDING AUGUST 31, 2021 (2020) $360,000YEAR ENDING AUGUST 31, 2021 (2020) $358,392YEAR ENDING AUGUST 31, 2022 (2021) $1,145,000YEAR ENDING AUGUST 31, 2022 (2021) $197,714YEAR ENDING AUGUST 31, 2022 (2021) $71,819YEAR ENDING AUGUST 31, 2022 (2021) $169,410YEAR ENDING AUGUST 31, 2023 (2022) $1,473,832YEAR ENDING AUGUST 31, 2023 (2022) $250,100 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21 355610 91101 1073740 true true 6634086 252051 360414 82360 103398 7060793 7226051 39391 -419331 104797 107228 6634086 6017287 88098 1299949 81355 97928 7226051 3914317 1802719 457872 74533 83088 6017287 2677185 1744213 -376838 75933 54310 3914317 false false 100000 100000 502848 93335 409513 14375 14375 21747 15485 6262 515775 Endowment funds intended uses (Part V, line 4) PHILANTHROPIC, PERFORMING ARTS, PUBLIC LIBRARY, PUBLIC FACILITIES, SISTER CITY PROGRAMS, CHILDRENS HOME. true EARLY LEARNING COALITION 1300 CITIZENS BLVD STE 206 LEESBURG FL 34748 593666873 501C3 10000 FMV SCHOOL READINESS POLKA DOGZ PET RESCUE PO BOX 365 OAKLAND FL 34760 474808100 501C3 5000 FMV ANIMAL SHELTER CONNECTION WE CARE OF LAKE COUNTY INC 4709 N HIGHWAY 19A MOUNT DORA FL 32757 593275830 501C3 10000 FMV WE CARE RIDE TO HEALTH CAMP BOGGY CREEK 30500 BRANTLEY BRANCH RD EUSTIS FL 32736 593012889 501C3 7500 FMV 2023 SUMMER CAMP SESSIONS CORNERSTONE HOSPICE FOUNDATION 2445 LANE PARK RD TAVARES FL 32778 592915060 501C3 10000 FMV CAMP BRIDGES FOR GRIEVING CHILDREN MOUNT DORA HIGH SCHOOL 700 N HIGHLAND ST MOUNT DORA FL 32757 596000694 GOVT 25000 FMV MUSIC TECH & SOUND ENGINEERING LAB HAVEN OF LAKE & SUMTER COUNTIES 2600 SOUTH ST LEESBURG FL 34748 591258427 501C3 5000 FMV DOMESTIC VIOLENCE & SEXUAL ASSULT SVCS CREATE CONSERVATORY 4900 LAKE PARK CT MOUNT DORA FL 32757 834553772 501C3 5000 FMV OUTDOOR EATING AREA FIND FEED RESTORE 830 W MONTROSE ST CLERMONT FL 34711 863070194 501C3 10000 FMV HOUSING FIRST LAKE CARES INC 2001 WEST OLD HWY 441 MOUNT DORA FL 32757 264223345 501C3 100000 FMV FOOD PANTRY CAPITAL CAMPAIGN MILESTONES FAMILY SERVICES 205 HATTERAS AVE STE 102 CLERMONT FL 34711 821119434 501C3 10000 FMV CRISIS ORIENTED COUNSELING PROGRAM MOUNT DORA LAWN BOWLING CLUB PO BOX 102 MOUNT DORA FL 327560102 593126884 501C7 75000 FMV COVID RECOVERY MOUT DORA YOUTH FOOTBALL LEAGUE 325 GRANT AVE MOUNT DORA FL 32757 231582287 501C3 5000 FMV SCHOLARSHIPS EQUIPMENT TRAINING SPECIAL HEARTS FARM INC 10557 OAKVIEW POINTE TERRACE GOTHA FL 34734 823474757 501C3 20000 FMV ANIMAL WELFARE PROJECT EDUCATIONAL FOUNDATION OF LAKE 201 WEST BURLEIGH BLVD TAVARES FL 32778 592764174 501C3 12600 FMV TAKE STOCK IN CHILDREN TRIANGLE ELEMENTARY SCHOOL 1707 EUDORA RD MOUNT DORA FL 32757 858013893 GOVT 44723 FMV DIGITAL MARQUEE VILLAGERS FOR VETERANS 3075 KRAMER COURT THE VILLAGES FL 32163 471817320 501C3 7500 FMV ASHELYS COTTAGE SCHOLARSHIPS 98 107029 FMV Monitoring procedures (Part I, line 2) SIX MONTHS AFTER GRANT FUNDS ARE AWARDED, THE RECIPIENT ORGANIZATION IS REQUIRED TO COMPLETE AND SUBMIT A POST-GRANT QUESTIONNAIRE, WHICH IS REVIEWED BY THE COMMUNITY TRUST TO ENSURE THE GRANT WAS USED AS INTENDED. X X X false false false false false false false false false FIRST NATIONAL BANK OF MT DORA TRUSTEE 332976 332976 Form 990 governing body review Part VI line 11 TRUSTEE AND DISTRIBUTION COMMITTEE MEMBERS ARE PROVIDED A DRAFT COPY OF THE FORM 990 FOR THEIR REVIEW, CHANGES NOTED BY MEMBERS ARE MADE AS NECESSARY, AND THE FINAL FORM 990 IS THEN FILED UPON SIGNATURE OF THE TRUSTEE. Conflict of interest policy compliance Part VI line 12c DURING MEETINGS OF THE GOVERNING BODY, ANY POTENTIAL CONFLICTS OF INTEREST REQUIRED TO BE DISCLOSED BY OFFICERS AND TRUSTEES ARE REVIEWED AND FURTHER ACTION IS TAKEN IF NECESSARY. THIS IS DOCUMENTED IN THE MINUTES. CEO executive director top management comp Part VI line 15a COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE TRUSTEE, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. COMPENSATION IS REVIEWED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. Other officer or key employee compensation Part VI line 15b COMPENSATION OF THE TRUSTEE IS REVIEWED AND APPROVED BY THE GOVERNING BODY OF THE ORGANIZATION. COMPENSATION OF EMPLOYEES IS REVIEWED AND APPROVED BY THE TRUSTEE WITH INPUT FROM THE ORGANIZATIONS CEO, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. COMPENSATION IS REVIEWED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. Governing documents etc available to public Part VI line 19 GOVERNING DOCS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR A REASONABLE COPYING FEE.