2026-04-10T21:38:05-05:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 300 S ORANGE AVENUE STE 1000 ORLANDO FL 32801 990 2024-07-01 592788435 FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS INC FOUN 4073173261 445 W AMELIA STREET 901 ORLANDO FL 32801 DEBORAH L PEDRAZA EXECUTIVE DIRECTOR 4073173261 2026-04-09 1 1 MELANIE MCPEAK P01346034 4074237911 2024 2025-03-06 01:10:19Z DEBORAH L PEDRAZA 445 W AMELIA STREET 901 ORLANDO FL 32801 8224554 0 X FOUNDATIONFOROCPS.ORG X 1987 FL TO IDENTIFY, DEVELOP, AND FOCUS COMMUNITY INVOLVEMENT & INVESTMENT TO LEAD OUR STUDENTS TO SUCCESS. 28 28 5 28 0 0 3995220 6923804 0 0 329098 212214 14900 -169153 4339218 6966865 3025361 3763568 0 0 901124 1065316 0 0 11133 688842 2213664 4615327 7042548 -276109 -75683 4334843 5688450 623759 574105 3711084 5114345 X THE FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS IDENTIFIES, DEVELOPS AND FOCUSES COMMUNITY INVOLVEMENT AND INVESTMENT TO LEAD STUDENTS TO SUCCESS. OUR PURPOSE IS INVESTING IN CHILDREN TODAY TO STRENGTHEN OUR COMMUNITY TOMORROW. AS THE DESIGNATED DIRECT-SUPPORT ORGANIZATION FOR THE SCHOOL BOARD OF ORANGE COUNTY, FL, WE SERVE AS THE PHILANTHROPIC ARM OF THE DISTRICT, FACILITATING A WIDE RANGE OF DONOR INTENT FROM INNOVATION FOR A SINGLE SCHOOL OR PROGRAM THROUGH SCALING TO DISTRICTWIDE INITIATIVES. WE FOCUS ON ENSURING LEARNING READINESS, INVESTING IN TEACHERS AND STAFF, ACCELERATING STUDENT SUCCESS, PROMOTING SUCCESS AFTER OCPS, AND DRIVING COMMUNITY COLABORATION. 1 1 869607 869607 THE FOUNDATION TEAM MANAGED A LARGE GRANT FROM ORANGE COUNTY: $869,607 FOR ALGEBRA I LEARNING LOSS RECOVERY. THE GRANT PROVIDED SUPPORT BY LOWERING THE NUMBER OF STUDENTS IN 19 ALGEBRA I CLASSROOMS AT 10 HIGH SCHOOLS DURING THE 2024-25 SCHOOL YEAR, ALLOWING EACH STUDENT TO RECEIVE MORE DEDICATED INSTRUCTION. 815334 815334 THE FOUNDATION TEAM IS MANAGING A LARGE GRANT FROM ORANGE COUNTY: $1,696,912 OVER THREE YEARS FOR STUDENT INTERNSHIPS IN CONCERT WITH CAREER AND TECHNICAL EDUCATION (FY2025 WAS YEAR 2). THIS GRANT PROVIDES TRAINING, PREPARATION AND PAID SUMMER INTERNSHIPS FOR STUDENTS, GIVING THEM HANDS-ON EXPERIENCE IN THE PRACTICAL WORK OF A HIGH-INTEREST CAREER AREA, AS WELL AS REAL-WORLD, REAL-TIME EXPERIENCE IN THE SOFT SKILLS NEEDED TO SUCCEED IN ANY CAREER. 554016 554016 TEACHER IMPACT GRANTSTHIS YEAR, TEACHERS WERE INVITED TO APPLY FOR MORE THAN $445,000 TO SUPPORT CLASSROOM PROJECTS IN THE FALL. GRANT AMOUNTS RANGE FROM $250 TO $15,000, AND ARE AVAILABLE FOR K-12 MATH, SCIENCE, ENGINEERING AND OTHER STEM PROJECTS AS WELL AS VISUAL AND PERFORMING ARTS. JUDGING TOOK PLACE IN LATE SEPTEMBER. FUNDS WERE DISTRIBUTED TO WINNING PROJECTS IN EARLY OCTOBER.FOR THE SECOND YEAR IN A ROW, THE PHOENIX FOUNDATION OFFERED ANOTHER $100,000 IN TEACHER GRANTS FOR ARTS PROGRAMS THIS SPRING. THIS BRINGS THE PHOENIX FOUNDATION'S TWO-YEAR INVESTMENT IN TEACHER GRANTS FOR ARTS PROGRAMS ALONE TO $430,000. APPLICATIONS WERE SOLICITED FROM ARTS TEACHERS AND GUIDANCE ON WRITING A STRONG APPLICATION WAS OFFERED; WINNERS WERE SELECTED DURING SPRING BREAK, AND SURPRISE VISITS TO WINNING TEACHERS WERE COORDINATED FROM THE END OF MARCH THROUGH THE FIRST WEEK OF APRIL. 4316520 1524611 THE FOLLOWING ARE EXAMPLES OF ADDITIONAL PROGRAMS AND SERVICES PROVIDED BY THE FOUNDATION. THIS IS NOT AN EXHAUSTIVE LIST. FOR MORE DETAILS, PLEASE REFER TO THE MANAGEMENT DISCUSSION AND ANALYSIS IN THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS.READ2SUCCEED READ2SUCCEED IS AN ENRICHMENT PROGRAM DESIGNED TO HELP OUR YOUNGEST STUDENTS DEVELOP READING SKILLS REQUIRED TO ACHIEVE LONG-TERM ACADEMIC SUCCESS AND TO BE PREPARED FOR THE MODERN WORLD. THE PROGRAM OFFERED INDIVIDUALIZED READING INSTRUCTION TO 5,144 STUDENTS IN KINDERGARTEN, FIRST AND SECOND GRADE AT 120 ELEMENTARY SCHOOLS. OF THOSE FOR WHOM DATA WERE AVAILABLE, STUDENTS IMPROVED AS FOLLOWS: KINDERGARTEN: 88% GAINED MASTERY FROM BEGINNING TO END-OF-YEAR SIPPS ASSESSMENTS. FIRST GRADE: 99% SHOWED GROWTH FROM VOCABULARY PRE-TEST TO POST-TEST SCORES. SECOND GRADE: 95.6% SHOWED GROWTH FROM FLUENCY PRE-TEST TO POST-TEST SCORES.CITY YEAR ORLANDO CITY YEAR AMERICORPS MEMBERS PROVIDED ACADEMIC SUPPORT, ATTENDANCE MONITORING AND ACTIVITIES LIKE ASSEMBLIES AND CELEBRATIONS THAT IMPROVE THE OVERALL SCHOOL ENVIRONMENT AT EIGHT SCHOOLS: CATALINA AND ECCLESTON ELEMENTARY SCHOOLS; MEADOWBROOK, MEMORIAL AND WALKER MIDDLE SCHOOLS; AND EVANS, JONES AND OAK RIDGE HIGH SCHOOLS. THE FOUNDATION SUPPORTS THE PROGRAM AT WALKER. ECO CLUBS THROUGH SINGLE- AND MULTI-YEAR GRANTS, THE FOUNDATION SUPPORTS ECO CLUB, AN AFTER-SCHOOL PROGRAM FOR MILLENNIA GARDENS ELEMENTARY SCHOOL AND LAKE GEORGE ELEMENTARY SCHOOL. THE PROGRAM IS LED BY DEDICATED TEACHERS WHO EMPOWER STUDENTS AND STAFF, EDUCATE THE COMMUNITY, AND MAKE STEWARDSHIP OF EARTH A PRIORITY THROUGH HANDS-ON PROJECTS AND OUTREACH ACTIVITIES. MANY STUDENTS ARE EXPERIENCING POVERTY OR HOMELESSNESS, OR LIVE IN HOTELS OR OTHER LOW-COST HOUSING; MOST DO NOT HAVE A BACKYARD TO EXPERIENCE NATURE. IN ECO CLUB, STUDENTS SEE FIRSTHAND RESULTS OF THEIR WORK, SUCH AS GROWING HYDROPONIC ROMAINE LETTUCE AND FEEDING IT TO RESCUED MANATEES AND SEA TURTLES AT SEAWORLD; HARVESTING HONEY FROM ON-CAMPUS APIARIES TO SHARE WITH SCHOOL FAMILIES AND HELP INJURED ANIMALS AT SEAWORLD; GROWING FOOD THEY TURN INTO DELICIOUS DISHES TO PROUDLY SERVE THEIR PARENTS; PLANTING GARDENS TO ATTRACT BUTTERFLIES; CARING FOR "FLASH", THEIR ADOPTED GOPHER TORTOISE (THREATENED STATUS); AND LEADING RECYCLING AND COMPOSTING INITIATIVES. EDUCATIONAL TRIPS TO EVERGLADES STATE PARK, SEAWORLD, AND WEKIWA STATE PARK EXPAND THEIR UNDERSTANDING OF ENVIRONMENTAL ISSUES IN FLORIDA. ECO CLUB ESTABLISHES A CULTURE OF CONSERVATION AWARENESS AND ENVIRONMENTAL STEWARDSHIP WITHIN THE SCHOOL AND COMMUNITY.ASSESSMENT DATA CONSISTENTLY INDICATE THAT ECO CLUB PARTICIPATION INCREASES ON-GRADE-LEVEL PROFICIENCY FOR MATH IN ALL GRADE LEVELS AT HIGHER RATES THAN THOSE FOR ALL OTHER STUDENTS IN THE STATE, COUNTY AND SCHOOL, WITH SIMILARLY STRONG RESULTS FOR ELA PROFICIENCY.CHILL THE FOUNDATION SECURED MORE THAN $436,000 IN GRANT FUNDING FROM THE WINTER PARK HEALTH FOUNDATION TO SUPPORT THE CHILL (COMMUNITY HEALTH AND INTERVENTION IN LIFE'S LESSONS) PROGRAM. CHILL PROVIDED A LICENSED OR LICENSED-ELIGIBLE MENTAL HEALTH COUNSELOR TO AUDUBON K8, GLENRIDGE AND MAITLAND MIDDLE SCHOOLS, WINTER PARK HIGH SCHOOL AND ITS NINTH GRADE CENTER. CHILL COUNSELORS OFFERED SERVICES IN INDIVIDUAL AND GROUP SESSIONS. HIGHLIGHTS INCLUDE: APPROXIMATELY 400 STUDENTS WERE REFERRED FOR CHILL SERVICES 220 STUDENTS ENROLLED IN INDIVIDUAL OR FAMILY SERVICES IN INDIVIDUAL SESSIONS CHILL COUNSELORS HELD APPROXIMATELY 1,375 INDIVIDUAL SESSIONS 205 STUDENTS ENROLLED IN GROUP SERVICES 254 GROUP SESSIONS PROVIDED DURING THE YEARRESILIENCY FUNDINGTHE FOUNDATION SECURED MORE THAN $358,000 IN GRANT FUNDING FOR STUDENT RESILIENCY PROJECTS, DIRECTLY IMPACTING 9,700 STUDENTS AND SUPPORTING STUDENT SERVICES, PARENT ACADEMY, ACCESS AND OPPORTUNITY, AND ATHLETICS AND WELLNESS. ACTIVITIES SUPPORTED INCLUDED PROFESSIONAL DEVELOPMENT AND TRAVEL, PRINTING OF RESOURCES FOR STUDENTS AND PARENTS, GENWOW AND PEACE AND JUSTICE INSTITUTE TRAINING AND EVENTS, BOOKS, SUPPLIES FOR ZEN ZONES AT ALL 23 HIGH SCHOOLS, AND MORE.BOBBIE LYTLE OUTSTANDING TEACHER AWARD AND ENDOWMENTA LIFELONG EDUCATOR, BOBBIE TOUCHED THE LIVES OF THOUSANDS OF STUDENTS AT DOMMERICH AND BROOKSHIRE ELEMENTARY SCHOOLS. HER INFECTIOUS SMILE AND LOVE OF LEARNING ENCOURAGED CHILDREN TO EXTEND THEIR CURIOSITY INTO ALL AREAS OF KNOWLEDGE. WHETHER IT WAS STORYTELLING, CREATING A HOLIDAY COOKBOOK FOR PARENTS, OR FABULOUS ART PROJECTS, SHE MADE SURE HER STUDENTS' ABILITIES SHONE BRIGHTLY. IN 2022, HER FAMILY ESTABLISHED THIS ENDOWMENT IN HER MEMORY, PROVIDING GENEROUS CASH AWARDS FOR A TEACHER AT EACH SCHOOL WHERE BOBBIE SPENT HER CAREER. ALL MEMBERS OF THE TWO SCHOOLS' COMMUNITIES FACULTY, STAFF, PARENTS, STUDENTS AND NEIGHBORS MAY NOMINATE TEACHERS. NEW SCHOLARSHIP FUNDSTHE FOUNDATION TEAM HELPED DEVELOP FIVE NEW SCHOLARSHIP PROGRAMS:CHARLOTTE RATH SCHOLARSHIP FUND: IN COLLABORATION WITH ME & MYCOMMUNITY, THIS SCHOLARSHIP WILL PROVIDE $2,500 TO QUALIFYING OCPS GRADUATING SENIORS WHO COMPLETE THE ME & MYCOMMUNITY PROGRAM. QUALIFIED STUDENTS WILL DEMONSTRATE LEADERSHIP, COMMUNITY ENGAGEMENT, DRIVE, INTEGRITY AND WORK ETHIC.TOM MOORE UNIVERSITY HIGH SCHOOL MEMORIAL SCHOLARSHIP FUND: THE MOORE FAMILY ESTABLISHED THIS SCHOLARSHIP IN LOVING MEMORY OF BELOVED TEACHER TOM MOORE, WHO LOST HIS BATTLE WITH CANCER AT AGE 55. QUALIFIED STUDENTS MUST BE INTERNATIONAL BACCALAUREATE SENIORS AT UNIVERSITY HIGH SCHOOL WITH A PASSION FOR THE FINE ARTS, A STRONG WORK ETHIC, AND A SUPPORTIVE, COLLABORATIVE AND KIND MANNER TO OTHER STUDENTS.GEORGE WALTER BROWN MEMORIAL SCHOLARSHIP FUND: SCHOLARSHIPS ARE FOR JONES HIGH SCHOOL SENIORS WHO HAVE OVERCOME SOCIOECONOMIC DISADVANTAGES TO BECOME RECOGNIZED FOR THEIR POTENTIAL TO GROW ACADEMICALLY AND MAKE A POSITIVE CONTRIBUTION TO THE GREATER GOOD.HURD FAMILY SCHOLARSHIP FUND: SCHOLARSHIPS WILL BE AWARDED TO WINTER PARK HIGH SCHOOL SENIORS WHO ENROLL FULL-TIME AT A COMMUNITY COLLEGE AND DEMONSTRATE LEADERSHIP, COMMUNITY ENGAGEMENT, DRIVE, INTEGRITY AND WORK ETHIC. PREFERENCE WILL BE GIVEN FOR VOLUNTEER SERVICE OR EMPLOYMENT THROUGHOUT HIGH SCHOOL.HARRIS ROSEN MEMORIAL SCHOLARSHIPS: IN LOVING MEMORY OF HARRIS ROSEN, THE ROSEN FOUNDATION GAVE EACH SCHOOL BOARD MEMBER $2,500.00 TO AWARD A SCHOLARSHIP TO A STUDENT FROM THEIR RESPECTIVE DISTRICTS. EACH SCHOOL BOARD MEMBER SELECTED THE CRITERIA THAT MATTER MOST TO THEM. THE ROSEN FOUNDATION INTENDS TO PROVIDE THIS FUNDING FOR AT LEAST THREE YEARS.CUSTODIAL FUND DETERMINATIONTHE FOUNDATION TEAM DILIGENTLY REVIEWED EACH OF THE FUNDS UNDER MANAGEMENT TO DETERMINE WHICH TRULY MEET GASB 84'S DEFINITION OF "CUSTODIAL." WITH ASSISTANCE FROM OUR FINANCE COMMITTEE AND AUDITORS, WE DISCERNED THAT THE ATHLETIC PRESERVATION FUND AND THE MARKETING & EVENTS FUND ARE TRUE CUSTODIAL FUNDS. FOR ALL OTHER FUNDS UNDER OUR MANAGEMENT, AND IN ADDITION TO ACCEPTING, RECORDING AND TRACKING CONTRIBUTIONS, PROVIDING TAX RECEIPTS, AND GENERATING ACKNOWLEDGMENT LETTERS, THE FOUNDATION DOES ONE OR MORE OF THE FOLLOWING: RAISE DOLLARS HELD WITHIN THEM AND/OR PROVIDE PLATFORMS AND TOOLS USED TO RAISE DOLLARS PROVIDE TRAINING AND GUIDANCE REGARDING HOW TO RAISE DOLLARS PROVIDE PROACTIVE REPORTING MONTHLY AND QUARTERLY ENFORCE DONOR INTENT WHEN DISBURSEMENTS ARE REQUESTED PREVENT DISBURSEMENTS THAT VIOLATE DONOR INTENT ENSURE DISTRICT POLICIES ARE BEING FOLLOWED WHEN DISBURSEMENTS ARE REQUESTED PREVENT OR DELAY DISBURSEMENTS THAT VIOLATE DISTRICT POLICIES ACTIVELY PARTICIPATE IN SCHOLARSHIP FUNDS BY PROVIDING A PLATFORM FOR APPLICATIONS, PARTICIPATING IN SELECTING AWARDEES, AND MANAGING ALL ASPECTS OF DISBURSEMENTS 4316520 1524611 6555477 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X MICHAEL HSU 4073173261 445 W AMELIA STREET 901 ORLANDO FL 32801 MARTHA SANTONI CHAIR 2.00 0.00 X X 0 0 0 GREG DOTSON PAST CHAIR 2.00 0.00 X X 0 0 0 ALAN FIDELO TREASURER 2.00 0.00 X X 0 0 0 MATT ADCOCK MEMBER AT LARGE (FROM 07/24) 2.00 0.00 X 0 0 0 EDA DAVIS-LOWE MEMBER AT LARGE 2.00 0.00 X 0 0 0 JEFF CARTER MEMBER AT LARGE (FROM 07/24) 2.00 0.00 X 0 0 0 CAESAR LOPEZ MEMBER AT LARGE 2.00 0.00 X 0 0 0 JACEY POPPELL MEMBER AT LARGE 2.00 0.00 X 0 0 0 RICHARD BARBARI MEMBER AT LARGE 2.00 0.00 X 0 0 0 TAJIANA ANCORA-BROWN MEMBER 2.00 0.00 X 0 0 0 LISA CURRAN MEMBER 2.00 0.00 X 0 0 0 FRANCISCO CARDOZA MEMBER 2.00 0.00 X 0 0 0 JOSE FERNANDEZ MEMBER 2.00 0.00 X 0 0 0 SARA HUDSON MEMBER (FROM 07/24) 2.00 0.00 X 0 0 0 ERICK KEPFER MEMBER 2.00 0.00 X 0 0 0 ADRIAN KIERULF-VELEZ MEMBER (FROM 07/24) 2.00 0.00 X 0 0 0 ROSE LEJISTE MEMBER (FROM 07/24) 2.00 0.00 X 0 0 0 CLIFF LONG MEMBER 2.00 0.00 X 0 0 0 RYAN MAHAFFEY MEMBER 2.00 0.00 X 0 0 0 MARITZA MARTINEZ-GUERRERO MEMBER 2.00 0.00 X 0 0 0 STEWART PARKER MEMBER 2.00 0.00 X 0 0 0 JOSEPH JP PIRRELLO MEMBER (FROM 07/24) 2.00 0.00 X 0 0 0 DIEGO WOODY RODRIGUEZ MEMBER 2.00 0.00 X 0 0 0 MARIA SALAMANCA MEMBER 2.00 0.00 X 0 0 0 DR KATHRYN SHULER MEMBER (FROM 07/24) 2.00 0.00 X 0 0 0 ROB STANG MEMBER 2.00 0.00 X 0 0 0 MICHELLE STRENTH MEMBER (FROM 07/24) 2.00 0.00 X 0 0 0 ERYN VARGO MEMBER (FROM 07/24) 2.00 0.00 X 0 0 0 HANNA ELMASRY MEMBER (TO 02/25) 2.00 0.00 X 0 0 0 JENNIFER FLYNN DEAR MEMBER AT LARGE (TO 07/24) 2.00 0.00 X 0 0 0 KATIE THOMASON MEMBER (TO 02/25) 2.00 0.00 X 0 0 0 MANDY BOND MEMBER AT LARGE (TO 10/24) 2.00 0.00 X 0 0 0 SCOTT HOWAT PRESIDENT 20.00 0.00 X 30000 0 0 DEBORAH PEDRAZA EXECUTIVE DIRECTOR 40.00 0.00 X 20000 0 0 50000 0 0 0 0 0 0 0 466255 695934 5761615 6923804 118832 118832 1045539 952157 93382 93382 93382 136379 466255 305532 -169153 -169153 6966865 0 0 43061 3763568 3763568 50000 25673 24327 783719 639056 144663 88688 67283 21405 142909 99850 43059 56686 56686 43403 43403 4691 4691 196312 196312 154660 108263 35264 11133 2667 2667 1685 1685 41879 41879 7739 502 7237 PROGRAM SUPPORT 1654970 1654970 MEMBERSHIP & SUBSCRIPTI 48760 48760 TAXES WITHHELD 212 212 7042548 6555477 475938 11133 230379 149988 50490 57301 197309 302202 327268 279611 24885 20140 27607 24607 3000 3000 3501512 4876208 4334843 5688450 490959 459067 132800 115038 623759 574105 X 78676 0 3632408 5114345 3711084 5114345 4334843 5688450 -75683 335031 1143913 0 X X 0 1 X 1 0 X 2830845 3475627 3792133 3995220 6923804 21017629 36788 38775 41305 41295 41295 199458 2867633 3514402 3833438 4036515 6965099 21217087 3211085 18006002 108632 157916 168266 183452 118832 737098 7315 7315 5607 2750 13220 32124 53701 22015201 0.81790 0.74030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2144016 170348 241156 31219 2524301 2045765 25000 97568 1000 23317 2144016 354469 3496 357965 354469 354469 354469 354469 0.00000 1.00000 0.00000 0 0 24607 24607 0 3000 3000 3000 X 7605108 335031 41295 -212 376114 7228994 43403 -305532 -262129 6966865 7345760 41295 305532 346827 6998933 43615 43615 7042548 PART X, LINE 2: THE FOUNDATION WAS ESTABLISHED AS A DIRECT SUPPORT ORGANIZATION OF OCPS AND HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION EVALUATES ITS TAX POSITIONS FOR UNCERTAINTIES ON A REGULAR BASIS AND HAS DETERMINED IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES, IF ANY, ASSOCIATED WITH UNCERTAIN TAX POSITIONS IN OPERATING EXPENSES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX- EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT TAXES PAID -212. PART XI, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES -305,532. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 305,532. SCHEDULE D, PART VI, LINE 4 DURING THE YEAR ENDED JUNE 30, 2000, THE FOUNDATION RECEIVED AN ENDOWMENT (ALP SCHOLARSHIP FUND) TO BE USED AS THE DONOR HAS STIPULATED. THE PRINCIPAL OF $54,469 MUST BE MAINTAINED INTACT AND ONLY THE INVESTMENT INCOME OF THE FUND CAN BE EXPENSED. THE FUND IS FOR APOPKA HIGH SCHOOL SENIORS TO ATTEND TWO YEARS OF COMMUNITY COLLEGE. DURING THE YEAR ENDED JUNE 30, 2017, THE FOUNDATION RECEIVED AN ENDOWMENT (THE FUND FOR MAITLAND PUBLIC SCHOOLS) TO BE USED AS THE DONOR HAS STIPULATED. THE PRINCIPAL OF $300,000 MUST BE MAINTAINED INTACT AND ONLY THE INVESTMENT INCOME OF THE FUND CAN BE EXPENSED. THE FUND IS TO SUPPORT BEFORE AND AFTER SCHOOL EDUCATIONAL AND ENRICHMENT ACTIVITIES FOR STUDENTS AT TRADITIONAL PUBLIC SCHOOLS WITHIN THE CITY LIMITS OF MAITLAND, FLORIDA. DURING THE YEAR ENDED JUNE 30, 2021, THE FOUNDATION RECEIVED AN ENDOWMENT (THE WILLIAM R. BOONE INVESTMENT FUND) TO BE USED AS THE DONOR HAS STIPULATED. THE FUND IS TO SUPPORT ATHLETIC FIELD MAINTENANCE COSTS AT THE BOONE HIGH SCHOOL AS DETERMINED BY THE PRINCIPAL AT BOONE HIGH SCHOOL. DURING THE YEAR ENDED JUNE 30, 2022, THE FOUNDATION RECEIVED AN ENDOWMENT (SOROSIS OF ORLANDO WOMAN'S CLUB SCHOLARSHIP FUND) TO USE AS THE DONOR HAS STIPULATED. THE FUND WILL BE USED TO AWARD MULTIPLE SCHOLARSHIPS TO DESERVING STUDENTS IN PERPETUITY. ALSO, DURING THE YEAR ENDED JUNE 30, 2022, THE FOUNDATION RECEIVED DIRECTION TO CONVERT THE SUPERINTENDENT'S FUND INTO THE SUPERINTENDENT'S SCHOLARSHIP FUND AND GIFTS TO SUPPLEMENT SAME TO BE USED AS THE SUPERINTENDENT HAS STIPULATED. THE FUND WILL PROVIDE SCHOLARSHIPS TO OCPS GRADUATES WHO WILL ATTEND THE UNIVERSITY OF CENTRAL FLORIDA, WITH SPECIAL CONSIDERATION GIVEN TO STUDENTS WHO INTEND TO PURSUE A DEGREE IN EDUCATION. DURING THE YEAR ENDED JUNE 30, 2023, THE FOUNDATION RECEIVED AN ENDOWMENT (BOBBIE LYTLE OUTSTANDING TEACHER AWARD FUND) TO BE USED AS THE DONOR HAS STIPULATED. THE FUND WILL PROVIDE A CASH AWARD OF $2,500 TO ONE TEACHER AT DOMMERICH ELEMENTARY SCHOOL AND ONE TEACHER AT BROOKSHIRE ELEMENTARY SCHOOL, SELECTED BY THE SCHOOLS' COMMUNITIES AS EMBODYING THE SPIRIT AND QUALITIES OF MRS. LYTLE, WHO SPENT HER TEACHING CAREER AT BOTH SCHOOLS. DURING THE YEAR ENDED JUNE 30, 2024, THE FOUNDATION RECEIVED AN ENDOWMENT (DAVID AND STEPHANIE CARMANY EXCELLENCE IN DEBATE SCHOLARSHIP) TO BE USED AS THE DONOR HAS STIPULATED. THE FUND WILL PROVIDE A $2,500 SCHOLARSHIP AWARD TO A WINTER PARK HIGH SCHOOL STUDENT WHO HAS EXCELLED IN DEBATE. SCHEDULE D, PART X, LINE 2 THE FOUNDATION WAS ESTABLISHED AS A DIRECT SUPPORT ORGANIZATION OF OCPS AND HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION EVALUATES ITS TAX POSITIONS FOR UNCERTAINTIES ON A REGULAR BASIS AND HAS DETERMINED IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES, IF ANY, ASSOCIATED WITH UNCERTAIN TAX POSITIONS IN "OPERATING EXPENSES" IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANYACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAXES. SCHEDULE D, PART XI, LINE 2D - OTHER ADJUSTMENTS DIRECT FUNDRAISING EXPENSES REPORTED ON THE REVENUE PAGE SCHEDULE D, PART XII, LINE 2D - OTHER ADJUSTMENTS DIRECT FUNDRAISING EXPENSES REPORTED ON THE REVENUE PAGE SCHEDULE D, PART V, LINE 1G FOR TAX YEARS 2020 - 2022 THE ORGANIZATION IS REPORTING CORPUS CONTRIBUTIONS ONLY AND NOT THE FULL ENDOWMENT BALANCES. WE HAVE RESTATED THE 2023 AND 2024 TAX YEARS BASED ON MORE ACCURATE DATA AND THE REPORTING OF THE FULL ENDOWMENT BALANCES. GOLF 337504 281853 55651 6450 72045 759 51220 SPIRIT RUN 184402 184402 5962 44125 844 1789 25023 1 80728 80728 4336 31104 435 61440 602634 466255 136379 16748 147274 1279 2548 137683 305532 -169153 1 CITY YEAR 3165 MCCRORY PLACE SUITE 122 ORLANDO FL 32803 222882549 501(C)(3) 141993 0 TO SUPPORT CITY YEAR ORLANDO AMERICORP TEAM AT WALKER MS FLORIDA A&M UNIVERSITY 1735 WAHNISH WAY TALLAHASSEE FL 32307 590977035 501(C)(3) 12250 0 SCHOLARSHIP FOR STUDENTS FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON FL 33431 650385507 501(C)(3) 7500 0 SCHOLARSHIP FOR STUDENTS HEALTHCARE PROVIDERS AND ASSOCIATES INC 1442 TRAILHEAD POINT WINTER SPRING FL 32708 651254756 435479 0 NURSE PRACTITIONER FOR WINTER PARK HS, GLENRIDGE MS HEALTHCARE PROVIDERS OF FLORIDA INC 1442 TRAILHEAD POINT WINTER SPRING FL 32708 593709153 358391 0 CHILL COUNSELING SERVICES AND NURSE PRACTITIONER FOR GLENRIGE MS AND WINTER PARK HS HOWARD UNIVERSITY 2400 6TH STREET NW WASHINGTON DC 20059 530204707 501(C)(3) 14000 0 SCHOLARSHIP FOR STUDENT JUNIOR ACHIEVEMENT 3DE 2121 CAMDEN RD ORLANDO FL 32803 590972112 501(C)(3) 200000 0 SUPPORT 3DE PROGRAM AT OAK RIDGE HS AND OCOEE HS MARIST COLLEGE 200 DONNELLY POUGHKEEPSIE NY 12601 141442493 501(C)(3) 6011 0 SCHOLARSHIP FOR STUDENTS ORANGE COUNTY PUBLIC SCHOOLS 445 W AMELIA ST ORLANDO FL 32801 596000772 170(C)(1) 715856 0 SUPPORTING ART OF TOMORROW PROJECT COORD, HUNGERFORD PRE-K PROGRAM, SCHOOL NURSING INITIATIVE GRANT, LEARNING LOSS RECOVERY, HOLOCAUST CENTER TEACHER, PROJECT IMPACT STUDENT LEARNING, AND PERFORMING ARTS GRANTS TO MULTIPLE SCHOOLS STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 94305 941156365 501(C)(3) 10000 0 SCHOLARSHIP FOR STUDENT UNIVERSITY OF CENTRAL FLORIDA PO BOX 160113 ORLANDO FL 32816 592424021 501(C)(3) 10822 0 SCHOLARSHIP FOR STUDENTS UNIVERSITY OF FLORIDA PO BOX 114025 GAINESVILLE FL 32611 590974739 501(C)(3) 9911 0 SCHOLARSHIP FOR STUDENTS VALENCIA COLLEGE PO BOX 4913 ORLANDO FL 32802 591216316 501(C)(3) 23750 0 SCHOLARSHIP FOR STUDENTS 11 2 PART I, LINE 2: SCHOLARSHIPS ARE ISSUED TO THE INSTITUTIONS STUDENTS ATTEND IN PER-SEMESTER QUANTITIES; WE MONITOR STUDENT ENROLLMENT AND ACADEMIC PROGRESS BEFORE SENDING EACH PAYMENT. GRANTS TO ORANGE COUNTY PUBLIC SCHOOLS ARE MONITORED BY THE DISTRICT'S FINANCE TEAM. MATCHING FUND GRANTS TO ORGANIZATIONS SERVING DISTRICT SCHOOLS AND PROGRAMS ARE MONITORED BY THE SENIOR MANAGER OF GRANTS, WHO PROVIDES DETAILED REPORTS ON IMPACT AT MID-YEAR AND YEAR-END TO THE CONSORTIUM OF FLORIDA EDUCATION FOUNDATIONS (THE DISTRIBUTOR OF THE MATCHING FUNDS). SIMILARLY, TEACHER IMPACT GRANTS ARE MONITORED BY THE SAME PERSON, WITH THE SAME GOALS OF PROVIDING DETAILED REPORTS ON IMPACT AT MID-YEAR AND YEAR-END TO THE ORIGINAL GRANTORS. FORM 990, PART III, LINE 2 THE ORGANIZATION STARTED THE ALEGEBRA I LEARNING PROGRAM TO SUPPORT HIGH SCHOOLS IN LOWERING THE NUMBER OF STUDENTS IN ALGEBRA I CLASSROOMS ACROSS 10 HIGH SCHOOLS DURING THE 2024-25 SCHOOL YEAR, ALLOWING EACH STUDENT TO RECEIVE MORE DEDICATED INSTRUCTION. FORM 990, PART III, LINE 3 THE ORGANIZATION DISCONTINUED THE VOLO FOUNDATION SUPPORT RELATED TO FLEET FARMING PROJECTS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE ALL AUTHORITY OF THE BOARD, EXCEPT TO THE EXTENT OTHERWISE PROVIDED HEREIN OR LIMITED B Y THE BOARD, BUT IN NO EVENT MAY THE EXECUTIVE COMMITTEE ACT ON RECOMMENDATIONS OF THE BOARD DEVELOPMENT COMMITTEE WITH RESPECT TO ELECTION OF MEMBERS OF THE BOARD OR OFFICERS OF THE FOUNDATION. ANY PERSON DEALING WITH THE FOUNDATION MAY RELY UPON ANY ACT OR AUTHORITY OF THE EXECUTIVE COMMITTEE TO THE SAME EXTENT AS AN ACT OR AUTHORITY OF THE BOARD. ALL ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD AT OR BEFORE THE NEXT REGULAR MEETING OF THE BOARD. A MAJORITY OF VOTING MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM AT ANY MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS PRESENTED TO THE BOARD AT A SCHEDULED MEETING FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, BOARD MEMBERS ARE ASKED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AND TO DISCLOSE ANY CONFLICTS OF INTEREST THEY MAY HAVE. NEW BOARD MEMBERS RECEIVE A COPY OF THE POLICY AND THE CONFLICT OF INTEREST FORM UPON JOINING THE BOARD AS WELL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.