2026-07-10T11:31:41-04:00 2025-08-31 474328609 SILBERNAGEL & BURROUGHS PA 1934 N DONNELLY ST STE B MOUNT DORA FL 32757 990 2024-09-01 237227875 MOUNT DORA COMMUNITY TRUST % FIRST NATIONAL BANK OF MT DORA MOUN 3523832140 PO BOX 1406 MOUNT DORA FL 327561406 FIRST NATIONAL BANK OF MT DORA TRUSTEE 3523832140 2026-07-10 true true GABRIEL BURROUGHS CPA P01077526 3527296752 2026-07-10 2024 2025-03-06 01:10:19Z 19900785 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 6 0 0 2782616 1777914 0 2436411 3127827 294713 10563 5513740 4916304 2474357 1483260 0 623075 621381 0 23194 170934 194137 3268366 2298778 2245374 2617526 25339281 27958402 1595 25339281 27956807 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 1917613 1295372 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. 187888 SCHOLARSHIPS: 125 MOUNT DORA AREA STUDENTS WERE AWARDED SCHOLARSHIPS DURING THE YEAR. 2105501 true true false false false true false false false true true false false false true false false false false false false false false false true 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 6 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 301264 0 0 ROB ENGLISH EXECUTIVE DIRECTOR 40.00 0.00 X 107981 0 0 SARAH HERRICK PROGRAM DIRECTOR 40.00 0.00 X 80236 0 0 TABITHA MOORE COMMUNITY IMPACT COORDINATOR 40.00 0.00 X 47408 0 0 TERESA LACHUT ADMIN ASSISTANT 20.00 0.00 X 14976 0 0 KIM DEIVERNOIS ADMIN ASSISTANT 20.00 0.00 X 6627 0 0 EMMA FEREBEE ADMIN ASSISTANT 20.00 0.00 X 3934 0 0 EDEE ROBINSON DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 BILLY BROOKS DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 DAVID AVERILL DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 CAL ROLFSON DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 JENNIFER RYAN DISTRIBUTION COMMITTEE 1.00 0.00 X 0 0 0 562426 0 0 2 false true false 1777914 1777914 658178 658178 3400 3400 3400 3400 17428018 14958369 2469649 2469649 2469649 33275 26112 7163 7163 4916304 0 0 3138390 1295372 1295372 187888 187888 412620 309465 90776 12379 181229 135922 39870 5437 5403 4052 1189 162 22129 16597 4868 664 11952 8964 2629 359 3020 2265 664 91 11965 8974 2632 359 27580 20685 6068 827 60862 45646 13390 1826 12576 9432 2767 377 177 133 39 5 10755 8066 2366 323 MEMBERSHIPS & SUBSCRIPTIONS 4699 3524 1034 141 AWARDS & RECOGNITION 664 498 146 20 ADMINISTRATIVE 141 106 31 4 PROGRAM SPECIFIC EXPENSES 42410 42410 7336 5502 1614 220 2298778 2105501 170083 23194 12768 3000667 3157096 25287 16843 638970 151416 501665 487554 21798894 24296909 25339281 27958402 1595 0 1595 X 6357332 7960147 18981949 19996660 25339281 27956807 25339281 27958402 2617526 0 X false false false X 1365124 668524 801643 2218526 937914 5991731 1365124 668524 801643 2218526 937914 5991731 26975 5964756 425570 424854 506337 613544 689221 2659526 8651257 0.68950 0.69360 X Unusual grants Part II or Part III line 1 YEAR ENDING AUGUST 31, 2020 (2019) $305,000 YEAR ENDING AUGUST 31, 2021 (2020) $360,000 YEAR ENDING AUGUST 31, 2021 (2020) $358,392 YEAR ENDING AUGUST 31, 2022 (2021) $1,145,000 YEAR ENDING AUGUST 31, 2022 (2021) $197,714 YEAR ENDING AUGUST 31, 2022 (2021) $71,819 YEAR ENDING AUGUST 31, 2022 (2021) $169,410 YEAR ENDING AUGUST 31, 2023 (2022) $1,473,832 YEAR ENDING AUGUST 31, 2023 (2022) $250,100 YEAR ENDING AUGUST 31, 2024 (2023) $491,365 YEAR ENDING AUGUST 31, 2024 (2023) $72,725 YEAR ENDING AUGUST 31, 2025 (2024) $840,000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16 275610 257199 1125244 true true 11212904 21594 3932802 184330 111469 14871501 7060793 156968 4321884 179494 147247 11212904 6634086 252051 360414 82360 103398 7060793 7226051 39391 -419331 104797 107228 6634086 6017287 88098 1299949 81355 97928 7226051 false false 100000 100000 502848 121202 381646 14375 14375 21747 15839 5908 487554 CREDIT CARD 539 OTHER 1056 1595 Part V, Line 4-Intended uses of endowment funds PHILANTHROPIC, PERFORMING ARTS, PUBLIC LIBRARY, PUBLIC FACILITIES, SISTER CITY PROGRAMS, CHILDRENS HOME. KY DERBY 33275 33275 26112 33275 33275 26112 26112 7163 true CORNERSTONE HOSPICE FOUNDATION 2445 LANE PARK RD TAVARES FL 32778 592915060 501C3 9422 FMV MEMORIAL FUND TROUT LAKE NATURE CENTER 520 E CR 44 EUSTIS FL 32736 593039878 501C3 251343 FMV GIVING WEEK PROCEEDS VILLAGES FOR VETERANS 3075 KRAMER CT THE VILLAGES FL 321632795 471817320 501C3 23832 FMV GIVING WEEK PROCEEDS MOUNT DORA HIGH SCHOOL 700 N HIGHLAND ST Mount Dora FL 32757 596000694 GOVT 23381 FMV SCHOOL PROGRAMSIMPROVEMENTS ARC SUNRISE 35201 RADIO ROAD Leesburg FL 34788 591930274 501C3 6020 FMV GIVING WEEK PROCEEDS BOBBY ROWE MINISTRIES PO BOX 421 Mount Dora FL 327560421 260214991 501C3 14423 FMV HOLIDAY CELEBRATIONSFAMILY DAY CAMP BOGGY CREEK 30500 BRANTLEY BRANCH ROAD Eustis FL 32736 593012889 501C3 10500 FMV FAMILY RETREATS WIDOW CORPS 4750 BRITT ROAD Mount Dora FL 32757 333086606 501C3 5000 FMV KD GALA CITY OF MOUNT DORA 900 N DONNELLY ST Mount Dora FL 32757 596000380 GOVT 56661 FMV VARIOUS CITY FUNCTIONS YMCA GOLDEN TRIANGLE 1465 DAVID WALKER DRIVE TAVARES FL 32778 590624430 501C3 9422 FMV MEMORIAL FUND SPECIAL HEARTS FARM INC 10557 OAKVIEW POINTE TERRACE Gotha FL 34734 823474757 501C3 30240 FMV PROGRAM SUPPORT EDUCATIONAL FOUNDATION OF LAKE 2045 PRUITT ST Leesburg FL 34748 592764174 501C3 8600 FMV EDUCATION COMPANIONS FOR COURAGE 400 W WOODWARD AVE EUSTIS FL 32726 454846064 501C3 8537 FMV GIVING WEEK PROCEEDS CONGRETIONAL CHURCH OF MT DORA 650 N DONNELLY ST MOUNT DORA FL 32757 300756964 501C3 9422 FMV MEMORIAL FUND HABITAT FOR HUMANITY OF LAKESUMTER 906 AVENIDA CENTRAL LADY LAKE FL 32159 592958036 CHURCH 52491 FMV PRESERVATION REPAIRGIVING FIND FEED & RESTORE 20180 US HWY 27 STE 309 CLERMONT FL 34715 863070194 501C3 24236 FMV GIVING WEEK PROCEEDS FORWARD PATHS FOUNDATION 1005 W MAIN ST STE 102 Leesburg FL 34748 462442032 501C3 51279 FMV GIVING WEEKMENTAL HEALTH HAVEN OF LAKE & SUMTER 2600 SOUTH ST Leesburg FL 34748 591258427 501C3 27523 FMV GIVING WEEKSCHOOL SUPPLIES HOFFMEYER ANIMAL RESCUE 16214 CR 448 Mount Dora FL 32757 830681345 501C3 65258 FMV GIVING WEEK PROCEEDS ISLAND POND CEMETERIES RESTORATION 3304 AVENUE O Fort Pierce FL 34947 991990531 501C3 5000 FMV RESTORATION OF BLACK CEMETERIES LAKE CARES FOOD PANTRY 2001 W OLD HWY 441 STE 1 Mount Dora FL 32757 264223345 501C3 168984 FMV BUILDINGGIVING WEEK PROCEEDS LAKE SUMTER CHILDRENS ADVOCACY CNT 300 S CANAL ST Leesburg FL 34748 593466574 501C3 11000 FMV GIVING WEEKBIDS4KIDS LEASH INC PO BOX 128 Astatula FL 347050128 472530387 501C3 6734 FMV GIVING WEEK PROCEEDS LEESBURG HIGH SCHOOL 1401 YELLOW JACKET WAY Leesburg FL 34748 596000694 GOVT 10000 FMV MUSIC EDUCATIONSUPPLIES LOVEXTENSION PO BOX 1095 Umatilla FL 327841095 262427559 501C3 7500 FMV PROGRAM SUPPORT MOUNT DORA CHRISTIAN ACADEMY 301 W 13TH AVE Mount Dora FL 32757 590855390 501C3 60000 FMV 60000 MOUNT DORA LIONS CLUB FOUNDATION PO 131 Mount Dora FL 327560131 571152731 501C3 5620 FMV SPONSORSHIPGIVING WEEK MOUNT DORA MIDDLE SCHOOL 1405 LINCOLN AVE Mount Dora FL 32757 566000694 GOVT 9446 FMV SCHOOL PROGRAMS NEW VISION FOR INDEPENDENCE 901 W MAIN ST Leesburg FL 34748 203288751 501C3 7393 FMV GIVING WEEK PROCEEDS OHANA YOUTH & FAMILY SOLUTIONS 407 PLAZA DRIVE UNIT 243 Eustis FL 32726 332311944 501C3 10000 FMV DYNAMIC ENERGY EXCHANGE POLKA DOGZ PET RESCUE PO BOX 1026 Oakland FL 347601026 474808100 501C3 10000 FMV PROGRAM SUPPORT PURPLE HEART HOMES 755 WASHINGTON AVE Statesville NC 28677 263516121 501C3 27000 FMV HOME BUILDPROGRAM SUPPORT ROUND LAKE CHARTER 31333 ROUND LAKE ROAD Mount Dora FL 32757 510472393 501C3 7100 FMV TEACHING SUPPLIES SHAPING HEARTS 24106 SR 46 UNIT 457 Sorrento FL 32776 843641616 501C3 5000 FMV SCHOLARSHIPS SONNENTAG THEATRE AT THE ICE HOUSE 1100 N UNSER ST Mount Dora FL 32757 596152541 501C3 7648 FMV GIVING WEEKSPONSORSHIP TAVARES POLICE DEPT 911 GATEWAY DR Tavares FL 32778 596000438 GOVT 29845 FMV COMMUNITY FUNDRAISERSUPPLIES TRIANGLE COMMUNITY ALLIANCE 724 LAKE DORA DRIVE Tavares FL 32778 881452648 501C3 10000 FMV BOOK PROGRAM TRIANGLE ELEMENTARY SCHOOL 1707 EUDORA ROAD Mount Dora FL 32757 858013893 GOVT 16073 FMV BOOKS 32 6 SCHOLARSHIPS 125 187888 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 301264 301264 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.