2025-05-09T12:43:50-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-07-01 593542447 VANGUARD SCHOOL FOUNDATION INC VANG 8636766091 22000 US HIGHWAY 27 LAKE WALES FL 33859 LU SHANNON GRAVES HEAD OF SCHOOL 8636766091 2025-05-09 1 1 LACEY M QUATSOE P01300865 4078021200 2025-05-07 2023 2025-03-06 01:10:19Z LU SHANNON GRAVES 22000 US HIGHWAY 27 LAKE WALES FL 33859 518741 0 X VANGUARDSCHOOL.ORG X 1998 FL SUPPORTING THE VANGUARD SCHOOL STUDENTS WITH SCHOLARSHIPS FUNDED BY INVESTMENT EARNINGS 12 12 0 12 0 0 0 5100 0 0 198554 371033 0 0 198554 376133 482014 761723 0 0 0 0 0 0 0 10113 150 492127 761873 -293573 -385740 5963147 6419174 0 13 5963147 6419161 X TO PROVIDE FINANCIAL SUPPORT TO THE VANGUARD SCHOOL OF LAKE WALES FLORIDA, INC (THE SCHOOL) FOR FINANCIAL ASSISTANCE OR SCHOLARSHIPS TOWARDS TUITION FOR STUDENTS OF THE SCHOOL TO PROVIDE EDUCATIONAL ASSISTANCE TO EXCEPTIONAL CHILDREN, WITHOUT REGARD TO RACE, COLOR, OR CREED. ALSO TO HELP FUND OTHER PURPOSES OF THE SCHOOL SHALL DEEM APPROPRIATE FROM TIME TO TIME. 0 0 761723 761723 TO PROVIDE FINANCIAL SUPPORT TO THE VANGUARD SCHOOL (THE SCHOOL) FOR FINANCIAL ASSISTANCE OR SCHOLARSHIPS TOWARDS TUITION FOR STUDENTS OF THE SCHOOL TO PROVIDE EDUCATIONAL ASSISTANCE TO EXCEPTIONAL CHILDREN, WITHOUT REGARD TO RACE, COLOR, OR CREED. ALSO TO HELP FUND OTHER PURPOSES OF THE SCHOOL SHALL DEEM APPROPRIATE FROM TIME TO TIME. THERE WERE 62 SCHOLARSHIP RECIPIENTS DURING THE FISCAL YEAR. 761723 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X TIM KNAVEL 8636766091 22000 US HWY 27 LAKE WALES FL 33859 X VICTOR STORY CHAIRMAN 0.50 X X 0 0 0 CHARLES BALDWIN VICE CHAIRMAN 0.50 X X 0 0 0 JOHN CRYAN TREASURER - AS OF 11/2023 0.50 X X 0 0 0 CINDY ALEXANDER TRUSTEE - AS OF 11/2023 0.50 X 0 0 0 CHASE BRUTTEN TRUSTEE - AS OF 11/2023 0.50 X 0 0 0 PATRICIA BRUTTEN TRUSTEE - AS OF 11/2023 0.50 X 0 0 0 JIM HACKL TRUSTEE - AS OF 11/2023 0.50 X 0 0 0 TOM OWEN TRUSTEE 0.50 X 0 0 0 CARL REISER TRUSTEE 0.50 X 0 0 0 ABBEY UPDIKE SKIPPER TRUSTEE 0.50 X 0 0 0 GLENN STREHLE TRUSTEE 0.50 X 0 0 0 JUNE ULLMAN TRUSTEE 0.50 X 0 0 0 LU SHANNON GRAVES PRESIDENT 0.50 X 0 0 0 TAMIKA SMITH TOP FINANCIAL OFFICIAL - THRU 8/23 0.50 X 0 0 0 TIM KNAVEL TOP FINANCIAL OFFICIAL 0.50 X 0 0 0 0 0 0 0 0 0 0 0 5100 5100 103773 103773 409868 142608 267260 267260 267260 376133 0 0 371033 761723 761723 150 150 761873 761723 150 0 351889 5611258 6419174 5963147 6419174 13 0 13 X 0 0 0 0 5963147 6419161 5963147 6419161 5963147 6419174 -385740 841754 0 X X 0 0 0 X X 1 VANGUARD SCHOOL OF LAKE WALES FLORIDA INC 592298398 2 1 761623 0 1 761623 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A: THE PURPOSE OF THE FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT TO THE VANGUARD SCHOOL FOR SCHOLARSHIPS TOWARD STUDENT TUITION. 100% OF THE GRANTS DURING THE FISCAL YEAR WENT TO THE SCHOOL. PART IV, SECTION E, LINE 2B: THE SCHOOL WOULD HAVE TO MAINTAIN INVESTMENTS AND RELATED STRATEGIES IF NOT FOR THE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 VANGUARD SCHOOL OF LAKE WALES FLORIDA INC 22000 HIGHWAY 27 LAKE WALES FL 33859 592298398 501(C)(3) 761623 0 FOR STUDENT SCHOLARSHIPS 1 0 PART I, LINE 2: VANGUARD SCHOOL FOUNDATION'S CHAIRMAN, VICE CHAIRMAN, AND CORPORATE OFFICERS ALSO SERVE THE VANGUARD SCHOOL OF LAKE WALES. THUS, THERE IS OVERSIGHT ON ENSURING THE SCHOLARSHIPS ARE USED FOR THEIR INTENDED PURPOSES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE MADE UP OF THE OFFICERS OF THE CORPORATION AND AT LEAST ONE (1) OTHER MEMBER OF THE BOARD APPOINTED BY A MAJORITY OF ALL TRUSTEES IN OFFICE AT THE TIME. UPON AUTHORIZATION FROM THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN BOARD MEETINGS AND SHALL REPORT TO THE FULL BOARD WITHIN SEVEN (7) DAYS ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 2 PATRICIA BRUTTEN AND CHASE BRUTTEN ARE RELATED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE HEAD OF SCHOOL AND CFO PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, EMPLOYEES, OR AGENTS OF THE FOUNDATION SHOULD NEITHER SOLICIT NOR ACCEPT GRATUITIES, FAVORS, OR ANYTHING OF MONETARY VALUE FROM CONTRACTOR/VENDORS. THIS IS NOT INTENDED TO PRECLUDE BONA-FIDE SCHOOL FUND RAISING ACTIVITIES. THEY SHALL NOT PARTICIPATE IN THE SELECTION, AWARD, OR ADMINISTRATION OF A PURCHASE OR CONTRACT WITH A VENDOR WHERE, TO HIS/HER KNOWLEDGE, ANY OF THE FOLLOWING HAS A FINANCIAL INTEREST IN THAT PURCHASE OR CONTRACT: A. ANY OFFICER, EMPLOYEE, OR AGENT; B. ANY MEMBER OF THEIR IMMEDIATE FAMILY; C. THEIR PARTNER; D. AN ORGANIZATION IN WHICH ANY OF THE ABOVE IS AN OFFICER, DIRECTOR, OR EMPLOYEE; E. A PERSON OR ORGANIZATION WITH WHOM ANY OF THE ABOVE INDIVIDUALS IS NEGOTIATING OR HAS ANY ARRANGEMENT CONCERNING PROSPECTIVE EMPLOYMENT. WHEN A CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE CHAIRMAN SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES AND SAID PERSON(S) SHALL NOT VOTE ON THE MATTER. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES, EXCLUDING THE PERSON(S) CONCERNING WHOSE SITUATION THE DOUBT HAS ARISEN. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1: THE ORGANIZATION HAS CORRECTED THE ACCOUNTING METHOD LISTED ON FORM 990 TO ACCURATELY REFLECT THE FINANCIAL REPORTING.