Cocoa Beach Air Show
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For TDO use: PROJECT #1
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
I
Office Program
checklist
Organization:
orgariization
Support
Cocoa
Beach
year-round
Air Show,
programming?
II s
YES
Applicant
Event
1.
Completed
Name:
2.
CopyoflRSArticlesof
Cocoa
Beach
Air Show
Yes application
Incorporation 3.
Copy
No
)(
x'
- (if applicable)
of IRS Determination
4.
Copy
or SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
Letter
"lv ri
i!Xf, E<
(if applicable) W-9
Income/Expense
8.
This
Copy
(March
or 250
Ia j_ i All aocumerits
Peter
for all applicants)
application
(Cultural)
Cranis
worksheet
or the Applicant
meets
the
room
nights
d
II
y
(if applicable)
checklist
minimum
I'
X'
2024)
(required
Comment
/1
- (if applicable)
7.
LLC
X x" requirement
of 5,001
out-of-county
attendees
(Sports).
NO have
beeii
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Cindy Lee
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Cocoa Beach Air Show, LLC Organization address PO Box 360857 State FL City Melbourne Zip 32936 Primary contact name Bryan Lilley
Primary contact phone number 3213683808 Primary contact email bryan@air.show Secondary contact name Cindy Lee Secondary contact phone number 7144174724 Secondary contact email cindy@air.show Organization website address air.show
6. (untitled) 4. Which best describes your organization? For profit, LLC, Inc., etc.
7. (untitled) 5.
What is your Federal Employee ID number? 33-1776918
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event Cocoa Beach Air Show Event website address (if different from organization website) https://air.show/cocoabeach/ Event location
Lori Wilson Park
10. (untitled)
What is the first date of your event?
8.
04/17/2027
11. (untitled)
In total, how many days will your event be held?
9. 2
12. (untitled)
Do you have a second event?
10. No
13. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled) 11.
What types of marketing do you plan to do for this event?
Social media (Facebook, Instagram, YouTube, etc.)
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 12.
What are your social media handles?
Facebook : Cocoa Beach Air Show Instagram : cocoabeachairshow YouTube : https://www.youtube.com/@AirDotShow
23. (untitled) 13.
What hashtags do you currently use?
#airdotshow #cocoabeachairshow
24. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Cindy Lee
25. (untitled)
Upload a copy of your organization's IRS Determination letter.
26. (untitled)
Upload a copy of your organization's 990 form.
27. (untitled) 15.
Upload a copy of your organization's Articles of Incorporation.
Articles_of_Organization-_Cocoa_Beach_Air_Show,_LLC.pdf
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 16.
SunBiz_-_Cocoa.pdf
29. (untitled) 17.
Upload your completed W-9 form.
W-9_Signed_-_Cocoa.pdf
30. (untitled)
18.
Upload your completed Event Income/Expense report.
W-9_Signed_-_Cocoa.pdf
31. (untitled) 19.
Upload your completed Checklist.
MSP_applicant_checklist_5.26.2026.pdf
32. (untitled) 20.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Cindy Lee
33. Thank You! New Send Email Jun 19, 2026 16:51:35 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Detail by Entity Name
1 of 2
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResu...
D
Florida Department of State
C
Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name Florida Limited Liability Company COCOA BEACH AIR SHOW, LLC Filing Information
Document Number
L24000463375
FEI/EIN Number
33-1776918
Date Filed
10/31/2024
Effective Date
10/31/2024
State
FL
Status
ACTIVE
Principal Address
5700 N. HARBOR CITY BLVD. SUITE 280 MELBOURNE, FL 32940 Mailing Address
PO BOX 360857 MELBOURNE, FL 32936 Registered Agent Name & Address
NASH, CHARLES I 440 SOUTH BABCOCK STREET MELBOURNE, FL 32901 Authorized Person(s) Detail
Name & Address Title MGR LILLEY, BRYAN 5700 N. HARBOR CITY BLVD., SUITE 280 MELBOURNE, FL 32940 Annual Reports
Report Year
Filed Date
2025
02/23/2025
2026
03/13/2026
Document Images 03/13/2026 -- ANNUAL REPORT
View image in PDF format
6/19/2026, 12:01 PM
Detail by Entity Name
2 of 2
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResu...
02/23/2025 -- ANNUAL REPORT
View image in PDF format
10/31/2024 -- Florida Limited Liability
View image in PDF format
Florida Department of State, Division of Corporations
6/19/2026, 12:01 PM
2026 FLORIDA LIMITED LIABILITY COMPANY ANNUAL REPORT
FILED Mar 13, 2026 Secretary of State 8437471477CC
DOCUMENT# L24000463375 Entity Name: COCOA BEACH AIR SHOW, LLC Current Principal Place of Business: 5700 N. HARBOR CITY BLVD. SUITE 280 MELBOURNE, FL 32940
Current Mailing Address: PO BOX 360857 MELBOURNE, FL 32936 US FEI Number: 33-1776918
Certificate of Status Desired: No
Name and Address of Current Registered Agent: NASH, CHARLES I 440 SOUTH BABCOCK STREET MELBOURNE, FL 32901 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: Date
Electronic Signature of Registered Agent
Authorized Person(s) Detail : Title
MGR
Name
LILLEY, BRYAN
Address
5700 N. HARBOR CITY BLVD., SUITE 280
City-State-Zip:
MELBOURNE FL 32940
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: BRYAN S. LILLEY Electronic Signature of Signing Authorized Person(s) Detail
MANAGER
03/13/2026 Date
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
2026-2027 projection
2025-2026 actuals
Income
2026-2027 projection
2025-2026 actuals
$0.00
Corporate Paternships
$147,500.00
$147,622.90
-$122.90 $676.00
Difference
Difference
Advertising and Promotion
$65,000.00
$60,600.00
$4,400.00
Premium Ticket Sales
$327,500.00
$326,824.00
Event Site Operations
$200,000.00
$202,105.95
-$2,105.95
Vendor Income
$10,000.00
$10,169.00
-$169.00
Flight/ Performer Operations
$80,000.00
$81,435.68
-$1,435.68
Merchandise Sales
$17,500.00
$17,775.70
-$275.70
General Operating Expenses
$100,000.00
$98,544.34
$1,455.66
$0.00
Hospitality Expenses
$75,000.00
$75,722.11
-$722.11
$0.00
$0.00
$0.00
$1,591.92
$0.00
Subtotal Other Expenses
$520,000.00
$518,408.08
$0.00 $0.00
$0.00
$0.00 $0.00 $0.00
$0.00 Subtotal Income Income Sponsors
$502,500.00
$502,391.60
$108.40
$0.00 $0.00 $0.00
Income Other
$0.00
TDC grant funding
$45,000.00
$45,000.00
$0.00
$0.00
Total Income
$547,500.00
$547,391.60
$108.4
Total Expenses Paid
$527,500.00
$524,504.37
$2,995.63
Profit/Loss
$20,000.00
$22,887.23
-$2,887.23
$0.00 $0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County Out of County Digital Marketing
$7,500.00
$6,096.29
$1,403.71 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses
$7,500.00
$6,096.29
$1,403.71
Total Expenses 2026-2027
$527,500.00
$524,504.37
$2,995.63
.
Updated:
Thunder on Cocoa Beach
Return to Table of Contents
For TDO use: PROJECT #2
FLORIDA
Tourism
Development
FY 2026-2027
Marketing
Application Applicant
Is this
Office
Packet
organization
I
Applicant
Program
checklist
Organization:
YES
Support
CutteLL
year-round
Motorsports,
LLC
programming?
s
Event
Name:
Thunder
on Cocoa
Beach
No
Yes 1.
Completed
2.
CopyoflRSArticlesof
Comment
'x"'
appLication
/)
Incorporation 3.
X'
- (if applicable)
CopyoflRSDeterminationletter
#,$r
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable)
Income/Expense (required
8.
This
Copy
(Cultural)
II s il All a-ocumerits
Peter
Cranis,
-
4)
-4@s-
2.=,:
x'
worksheet
of the Applicant
or 250
__.
y r5t\!
,
for all applicants)
appLication
*
Ml 5-i X(/-d
' -it
(March
2024) 7.
-
(if applicable) W-9
I
M! f (01 JU[ 4>
'%
meets
the
room
nights
%X%
x
checklist
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO have
bee,q
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Thomas Covington
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Cuttell Motorsports, LLC dba IHRA Organization address 8415 Firebird Drive - Suite 500 State OH City Fairfield Zip 45011 Primary contact name Thomas Covington
Primary contact phone number 205 895 5823 Primary contact email thomas@ihra.com Secondary contact name Dustin Farthing Secondary contact phone number 770 880 4880 Secondary contact email Dustin@ihra.com Organization website address ihra.com
6. (untitled) 4. Which best describes your organization? For profit, LLC, Inc., etc.
7. (untitled) 5.
What is your Federal Employee ID number? 33-2460894
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event Thunder on Cocoa Beach Event website address (if different from organization website) Thunderoncocoabeach.com Event location
670 Dave Nisbet Dr Port Canaveral, FL 32920 United States
10. (untitled)
What is the first date of your event?
8.
04/29/2027
11. (untitled)
In total, how many days will your event be held?
9. 4
12. (untitled)
Do you have a second event?
10. No
13. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled) 11.
What types of marketing do you plan to do for this event?
Billboards Digital advertising (banner ads, etc.) Radio Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 12.
What are your social media handles?
Facebook : https://www.facebook.com/IHRAOffshore Instagram : @ihraoffshore YouTube : @ihratv
23. (untitled) 13.
What hashtags do you currently use?
#ihra #IHRA #ihraoffshore
24. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Thomas Covington
25. (untitled)
Upload a copy of your organization's IRS Determination letter.
26. (untitled)
Upload a copy of your organization's 990 form.
27. (untitled) 15.
Upload a copy of your organization's Articles of Incorporation.
Cuttell_Motorsports_Articles_of_Incorporation.pdf
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 16.
Cuttell_Motorsorts_SunBiz.pdf
29. (untitled) 17.
Upload your completed W-9 form.
Cuttell_Motorsports,_LLC_dba_IHRA_W-9_(1.6.2026).pdf
30. (untitled) 18.
Upload your completed Event Income/Expense report.
MSP_Revenue_Expense_worksheet_FY26-27.pdf
31. (untitled) 19.
Upload your completed Checklist.
MSP_applicant_checklist_5.26.2026.pdf
32. (untitled) 20.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Thomas Covington
33. Thank You! New Send Email Jun 20, 2026 21:30:19 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
DOC ID ----> 202435302856
DOC ID ----> 202435302856
Form 610 Prescribed by:
Date Electronically Filed: 12/18/2024
Telphone: 877.767.3453 OhioSoS.gov | business@OhioSoS.gov
File online or for more information: OhioBusinessCentral.gov
Articles of Organization for a Domestic Limited Liability Company Filing Fee: $99
Form Must Be Typed 115-LCA
Name of Limited Liability Company Cuttell Motorsports, LLC (Name must include one of the following words or abbreviations: "limited liability company", “limited”, "LLC", "L.L.C.", "ltd.", or "ltd".)
Optional:
Effective Date (MM/DD/YYYY) 12/18/2024
Effective Time
Pursuant to Ohio Revised Code Section 1706.16(D), a limited liability company is formed when the articles of organization are filed by the secretary of state or at any later date or time specified in the articles of organization. Pursuant to Ohio Revised Code Section 1706.172(D), articles of organization delivered to the Ohio Secretary of State for filing may specify an effective time and a delayed effective date of not more than ninety days following the date of receipt by the Secretary of State. Articles of organization are effective as provided in Ohio Revised Code Section 1706.172(D). Optional:
Form 610
Purpose
Page 1 of 3
Last Revised: 01/2022
DOC ID ----> 202435302856
Original Appointment of Statutory Agent The undersigned authorized member(s), manager(s) or representative(s) of
Cuttell Motorsports, LLC (Name of Limited Liability Company)
hereby appoint the following to be Statutory Agent upon whom any process, notice or demand required or permitted by statute to be served upon the limited liability company may be served. The complete address of the agent is:
KMK SERVICE CORP. (Name of Statutory Agent)
1 E 4TH ST STE 1400 (Mailing Address)
CINCINNATI
OH
45202
(Mailing City)
(Mailing State)
(Mailing ZIP Code)
Acceptance of Appointment
The Undersigned,
KMK SERVICE CORP.
, named herein as the
(Name of Statutory Agent)
Statutory agent for
Cuttell Motorsports, LLC (Name of Limited Liability Company)
hereby acknowledges and accepts the appointment of statutory agent for said limited liability company. Statutory Agent Signature
ROBERT C. LESAN III, VICE PRESIDENT (Individual Agent's Signature / Signature on Behalf of Business Serving as Agent)
If applicable, attach a statement as provided in division (B)(3) of section 1706.761 of the Ohio Revised Code to state that the LLC may have one or more series of assets subject to limitations. Form 610
Page 2 of 3
Last Revised: 01/2022
DOC ID ----> 202435302856
By signing and submitting this form to the Ohio Secretary of State, the undersigned hereby certifies that he or she has the requisite authority to execute this document.
Required Articles of Organization shall be signed by at least one person. If the person is an individual, then he or she must sign on the “signature” line and print his or her name in the “Print Name” Box. If the person is a business entity, please print the name of the entity in the “Signature” box and an authorized representative of the business must sign in the “By” box and print his or her name and title or authority in the “Print Name Box.”
DARRYL CUTTELL Signature
By (if applicable)
Print Name
Signature
By (if applicable)
Print Name
Signature
By (if applicable)
Print Name
Form 610
Page 3 of 3
Last Revised: 01/2022
Marketing Support Program FY 2026-2027 Event Income/Expense Report 2026-2027 projection
2025-2026 actuals
Difference
Labor
$45,000.00
$41,368.00
$3,632.00
Sub-Contracted Vendors
$80,000.00 $128,177.72
-$48,177.72
Vendor Fees
Hotels & Travel
$50,000.00
$54,782.35
- $4,782.35
Hospitality
$60,000.00
$80,000.00 - $20,000.00
TV Production
$150,000.00 $250,000.00 -$100,000.00
$0.00
$0.00
$0.00
$0.00
$0.00
$385,000.00 $554,328.07 -$169,328.07
$0.00
Expenses
Subtotal Other Expenses
2025-2026 actuals
Difference
$100,000.00
$30,000.00
$15,000.00
$5,000.00
$10,000.00
Merchandise
$15,000.00
$12,000.00
$3,000.00
Hospitality Sales
$30,000.00
$19,000.00
$11,000.00
Income
2026-2027 projection
Racer Registration Fees $130,000.00
$0.00 $0.00
$0.00
$0.00
$0.00
$0.00
Subtotal Income Income Sponsors
$190,000.00
$136,000.00
$0.00 $0.00
Monster Energy
$60,000.00
$60,000.00 $
-
$0.00
Progressive Insurance
$10,000.00
$10,000.00 $
-
$0.00
VP Race Fuels
$5,000.00
$5,000.00 $
-
$0.00
Mercury Marine
$7,500.00
$
$0.00
$10,000.00
$ 10,000.00
$0.00
Yamaha Income Other
$0.00
TDC grant funding
$45,000.00
$45,000.00 $
$0.00
Total Income
$327,500.00
$256,000.00
Total Expenses Paid
$405,000.00
$574,328.07 $169,328.07
Profit/Loss
$77,500.00
$318,328.07 -$240,828.07
Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County Out of County
$15,000.00
$15,000.00
$0.00
Brevard
$5,000.00
$5,000.00
$0.00
$54,000.00
7,500.00
$71,500.00
$0.00 $0.00 $0.00 $0.00 $0.00 Subtotal Marketing Expenses
$20,000.00
$20,000.00
$0.00
Total Expenses 2026-2027
$405,000.00 $574,328.07 -$169,328.07
.
Updated:
Henegar Center
Return to Table of Contents
For TDO use: PROJECT #3
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
I
Office
s l
Program
checklist
Organization:
o aganization
Support
Henegar
year-round
Performing
Arts
Center
programming?
NO
Applicant
Event
Name:
1.
Completed
application
2.
Copy
Articles
No
Yes
oTIRS
Incorporation
Comment
X of
/
N/P
- (if applicable)
i'
3.
Copy
oflRS
Determination
Letter
'x""
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copyof990(ifapplicable)
6.
CopyofcompletedW-9(March
This
X
, -
X'
CopyoftheAppLicantcheckList
or 250
meets
the
room
nights
11 s .1
NO
All cocumerits
have
Peter
worksheet
for all appLicants)
application
(CuLtural)
Cranis,
"
X"
Income/Expense (required
8.
.
'x"'
(if applicable)
2024) 7.
t
beeiq
Executive
X
minimum
requirement
or 5,001
out-of-county
attendees
(Sports).
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Melinda Benya
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Henegar Performing Arts Center Organization address 625 E New Haven Ave State FL City Melbourne Zip 32901 Primary contact name Melinda Benya
Primary contact phone number 3217238698 Primary contact email melinda@henegar.org Secondary contact name Douglas Lebo Secondary contact phone number 3217238698 Secondary contact email doug@henegar.org Organization website address www.henegarcenter.com
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 59-2306612
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
8. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
9. (untitled)
What is the first date of your event?
10. (untitled)
In total, how many days will your event be held?
11. (untitled) 7.
Do you have a second event? No
12. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled)
Do you have a third event?
16. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled)
What types of marketing do you plan to do for this event?
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Direct mail Search advertising (pay-per-click, etc.) Social media (Facebook, Instagram, YouTube, etc.)
21. (untitled)
What are your social media handles?
9.
Facebook : www.facebook.com/HenegarCenter Instagram : henegarcenter YouTube : NA
22. (untitled) 10.
What hashtags do you currently use?
NA
23. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening
procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Melinda Benya
24. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
BRAG_IRS_Determination_Letter.pdf
25. (untitled) 13.
Upload a copy of your organization's 990 form.
990_2024_Federal_Tax.pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
Sun_Biz_-_HPAC_2026.pdf
28. (untitled) 15.
Upload your completed W-9 form.
Henegar_Performing_Arts_Center_Inc_W9.pdf
29. (untitled) 16.
Upload your completed Event Income/Expense report.
MSP_Revenue_Expense_worksheet_FY26-27.pdf
30. (untitled) 17.
Upload your completed Checklist.
MSPChecklist2026.pdf
31. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Melinda Benya
32. Thank You! New Send Email Jun 16, 2026 10:12:15 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
2024 Form 8879-TE Filing Instructions HENEGAR PERFORMING ARTS CENTER, INC Tax year ending 05-31-2025 Form filed: Form 8879-TE Due date: 04-15-2026 Transaction method: The federal tax return cannot be e-filed with the IRS until this office has received a signed Form 8879-TE. Review the tax return, sign and date Form 8879-TE, and return it to the address below as soon as possible. Do not mail your federal tax return to the IRS. Mail-to address: BLUE FOX GROUP INC 2542 WOODFIELD CIR Melbourne, FL 32904
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Form
IRS E-file Signature Authorization for a Tax Exempt Entity
8879-TE
For calendar year 2024, or fiscal year beginning
06-01
OMB No. 1545-0047
, 2024, and ending
05-31 , 2025
2024
Do not send to the IRS. Keep for your records. Go to www.irs.gov/Form8879TE for the latest information.
Department of the Treasury Internal Revenue Service Name of filer
EIN or SSN
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Name and title of officer or person subject to tax
DOUG LEBO, PRESIDENT
Part I
Type of Return and Return Information
Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038-CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line 1a, 2a, 3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I. 1a 2a 3a 4a 5a 6a 7a 8a 9a 10a
Form 990 check here . . . . . Form 990-EZ check here . . . Form 1120-POL check here. . Form 990-PF check here . . . Form 8868 check here . . . . X Form 990-T check here. . . . Form 4720 check here . . . . Form 5227 check here . . . . Form 5330 check here . . . . Form 8038-CP check here. . .
Part II
b b b b b b b b b b
Total revenue, if any (Form 990, Part VIII, column (A), line 12). . . . . . 1b Total revenue, if any (Form 990-EZ, line 9) . . . . . . . . . . . . . . . 2b Total tax (Form 1120-POL, line 22) . . . . . . . . . . . . . . . . . . . 3b Tax based on investment income (Form 990-PF, Part V, line 5). . . . . 4b Balance due (Form 8868, line 3c). . . . . . . . . . . . . . . . . . . . 5b Total tax (Form 990-T, Part III, line 4) . . . . . . . . . . . . . . . . . . 6b Total tax (Form 4720, Part III, line 1). . . . . . . . . . . . . . . . . . . 7b FMV of assets at end of tax year (Form 5227, Item D) . . . . . . . . . 8b Tax due (Form 5330, Part II, line 19). . . . . . . . . . . . . . . . . . . 9b Amount of credit payment requested (Form 8038-CP, Part III, line 22) . 10b
0
Declaration and Signature Authorization of Officer or Person Subject to Tax
Under penalties of perjury, I declare that I am an officer of the above entity or I am a person subject to tax with respect to (name of entity) , (EIN) and that I have examined a copy of the 2024 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal. PIN: check one box only
X I authorize
BLUE FOX GROUP INC
to enter my PIN
ERO firm name
19993
as my signature
Enter five numbers, but do not enter all zeros
on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return’s disclosure consent screen. As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return’s disclosure consent screen. Signature of officer or person subject to tax
Part III
Date
08-07-2025
Certification and Authentication
ERO’s EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.
598380
19993 Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature on the 2024 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO's signature
Date
08-07-2025
ERO Must Retain This Form - See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So For Privacy Act and Paperwork Reduction Act Notice, see the instructions. EEA
Form 8879-TE (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Form
IRS E-file Signature Authorization for a Tax Exempt Entity
8879-TE
For calendar year 2024, or fiscal year beginning
06-01
OMB No. 1545-0047
, 2024, and ending
05-31 , 2025
2024
Do not send to the IRS. Keep for your records. Go to www.irs.gov/Form8879TE for the latest information.
Department of the Treasury Internal Revenue Service Name of filer
EIN or SSN
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Name and title of officer or person subject to tax
DOUG LEBO, PRESIDENT
Part I
Type of Return and Return Information
Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038-CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line 1a, 2a, 3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I. 1a 2a 3a 4a 5a 6a 7a 8a 9a 10a
Form 990 check here . . . . . X Form 990-EZ check here . . . Form 1120-POL check here. . Form 990-PF check here . . . Form 8868 check here . . . . Form 990-T check here. . . . Form 4720 check here . . . . Form 5227 check here . . . . Form 5330 check here . . . . Form 8038-CP check here. . .
Part II
b b b b b b b b b b
Total revenue, if any (Form 990, Part VIII, column (A), line 12). . . . . . 1b Total revenue, if any (Form 990-EZ, line 9) . . . . . . . . . . . . . . . 2b Total tax (Form 1120-POL, line 22) . . . . . . . . . . . . . . . . . . . 3b Tax based on investment income (Form 990-PF, Part V, line 5). . . . . 4b Balance due (Form 8868, line 3c). . . . . . . . . . . . . . . . . . . . 5b Total tax (Form 990-T, Part III, line 4) . . . . . . . . . . . . . . . . . . 6b Total tax (Form 4720, Part III, line 1). . . . . . . . . . . . . . . . . . . 7b FMV of assets at end of tax year (Form 5227, Item D) . . . . . . . . . 8b Tax due (Form 5330, Part II, line 19). . . . . . . . . . . . . . . . . . . 9b Amount of credit payment requested (Form 8038-CP, Part III, line 22) . 10b
2,177,504
Declaration and Signature Authorization of Officer or Person Subject to Tax
Under penalties of perjury, I declare that I am an officer of the above entity or I am a person subject to tax with respect to (name of entity) , (EIN) and that I have examined a copy of the 2024 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal. PIN: check one box only
X I authorize
BLUE FOX GROUP INC
to enter my PIN
ERO firm name
19993
as my signature
Enter five numbers, but do not enter all zeros
on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return’s disclosure consent screen. As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return’s disclosure consent screen. Signature of officer or person subject to tax
Part III
Date
08-07-2025
Certification and Authentication
ERO’s EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.
598380
19993 Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature on the 2024 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO's signature
Date
08-07-2025
ERO Must Retain This Form - See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So For Privacy Act and Paperwork Reduction Act Notice, see the instructions. EEA
Form 8879-TE (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
FOR TAX YEAR 2024 HENEGAR PERFORMING ARTS CENTER, INC
BLUE FOX GROUP INC 2542 WOODFIELD CIR Melbourne, FL 32904 (321)233-3311
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
BLUE FOX GROUP INC 2542 WOODFIELD CIR Melbourne, FL 32904 ADMIN@YOURBLUEFOX.COM Phone: (321)233-3311 | Fax: (321)821-0239
August 07, 2025 Henegar Performing Arts Center, Inc 625 East New Haven Ave Melbourne, FL 32901 Your privacy is important to us. Read the following privacy policy. We collect nonpublic personal information about you from various sources, including: * Interviews regarding your tax situation * Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data * Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099INT and 1099-DIV, and stock transactions We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law. We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information. If you have any questions about our privacy policy, contact our office at (321)233-3311. Sincerely,
Sam Pewu, EA BLUE FOX GROUP INC
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Form
990
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
2024
Do not enter social security numbers on this form as it may be made public.
Open to Public
Department of the Treasury Internal Revenue Service
Go to www.irs.gov/Form990 for instructions and the latest information.
A
For the 2024 calendar year, or tax year beginning
B
Check if applicable:
X
C Name of organization Doing business as
Name change
Number and street (or P.O. box if mail is not delivered to street address)
F Name and address of principal officer:
Activities & Governance
H(a) Is this a group return for subordinates?
2,241,167 Yes X No
H(b) Are all subordinates included? 4947(a)(1) or
527
Yes
No
If "No," attach a list. See instructions H(c) Group exemption number
L Year of formation:
Summary
1983
M State of legal domicile:
FL
1
Briefly describe the organization's mission or most significant activities: THE HENEGAR CENTER ENTERTAINS, EDUCATES, AND ENRICHES BY PRODUCING THE HIGHEST QUALITY PERFORMING ARTS EXPERIENCES.
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
3
4
Number of independent voting members of the governing body (Part VI, line 1b)
4
if the organization discontinued its operations or disposed of more than 25% of its net assets.
.................... .............. ................ 5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ............................ 6 Total number of volunteers (estimate if necessary) .................... 7a Total unrelated business revenue from Part VIII, column (C), line 12 b Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . . . . . . . . . . . . . ....................... 9 Program service revenue (Part VIII, line 2g) . . . . . . . . . . . . . . . . . . . . . . . ............... 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) .......... 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ..... 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) ............. 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) ............... 14 Benefits paid to or for members (Part IX, column (A), line 4) ..... 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ............... 16a Professional fundraising fees (Part IX, column (A), line 11e) 8
Revenue
Telephone number
$
SAME AS C ABOVE X 501(c)(3) 501(c) ( ) (insert no.) Website: WWW.HENEGAR.ORG Form of organization: X Corporation Trust Association Other
Expenses
E
(321)723-8698
DOUG LEBO
Tax-exempt status:
Contributions and grants (Part VIII, line 1h)
b Total fundraising expenses (Part IX, column (D), line 25)
19 20
Total assets (Part X, line 16)
21 22
Part II
8 8 20 47,960 27,307 0
5 6 7a 7b
Prior Year
Current Year
609,027 1,208,272 5,724 2,295 1,825,318
131,100 2,019,097 0 27,307 2,177,504 0 0 775,292 0
557,560
0
.............. ........ Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) .................. Revenue less expenses. Subtract line 18 from line 12
17 18
Net Assets or Fund Balances
Employer identification number
G Gross receipts
MELBOURNE, FL 32901
Application pending
Part I
D
59-2306612
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Amended return
K
05-31 , 20 25
625 EAST NEW HAVEN AVE
Final return/terminated
J
Inspection
06-01 , 2024, and ending HENEGAR PERFORMING ARTS CENTER, INC THE HENEGAR CENTER FOR THE ARTS
Address change
Initial return
I
OMB No. 1545-0047
Return of Organization Exempt From Income Tax
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)
.............................. ............................. Total liabilities (Part X, line 26) ................ Net assets or fund balances. Subtract line 21 from line 20 Signature Block
1,238,070 1,795,630 29,688
1,345,132 2,120,424 57,080
Beginning of Current Year
End of Year
3,850,364 1,507,574 2,342,790
3,916,251 1,516,484 2,399,767
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
DOUG LEBO Signature of officer
Date
DOUG LEBO, PRESIDENT Type or print name and title Preparer's name
Paid SAM PEWU, EA Preparer Firm's name Use Only Firm's address
Preparer's signature
BLUE FOX GROUP INC 2542 WOODFIELD CIR Melbourne FL 32904
May the IRS discuss this return with the preparer shown above? See instructions For Paperwork Reduction Act Notice, see the separate instructions. EEA
Date
Check
08-07-2025
self-employed
if
PTIN
XXXXX1194
Firm's EIN Phone no.
321-233-3311 X Yes
..........................
No
Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 990 (2024)
Part III
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Statement of Program Service Accomplishments
............................
Check if Schedule O contains a response or note to any line in this Part III 1
Page 2
Briefly describe the organization's mission:
THE HENEGAR CENTER ENTERTAINS, EDUCATES, AND ENRICHES BY PRODUCING THE HIGHEST QUALITY PERFORMING ARTS EXPERIENCES.
2
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ?
...............................................
Yes
No
Yes
No
If "Yes," describe these new services on Schedule O. 3
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
.......................................................
If "Yes," describe these changes on Schedule O. 4
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code: ) (Expenses $ ) (Revenue $ 1,932,256 including grants of $ 2,019,097 ) THE HENEGAR CENTER PUT ON 22 PRODUCTIONS (6 MAINSTAGE SHOWS, 3 SPECIAL EVENTS, 3 FELLER SUMMER CAMPS, AND 6 SCHOOL YEAR SHOWS) FOR A TOTAL OF 157 PERFORMANCES. 378 STUDENTS ENROLLED IN FELLER ACADEMY AND 44,000 TICKETS WERE SOLD.TOTAL NUMBER OF VOLUNTEERS 169 AND TOTAL NUMBER OF VOLUNTEERS HOURS 47960.
4b
(Code:
) (Expenses $
including grants of
$
) (Revenue
$
)
4c
(Code:
) (Expenses $
including grants of
$
) (Revenue
$
)
4d
Other program services (Describe on Schedule O.)
4e
Total program service expenses
(Expenses $ EEA
including grants of
$
) (Revenue $
)
1,932,256 Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 990 (2024)
Part IV
HENEGAR PERFORMING ARTS CENTER, INC
Page 3
59-2306612
Checklist of Required Schedules
Yes 1
No
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A
................................................... ...............
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to
..............................
2
X X
3
X
4
X
...........
5
X
............................................
6
X
7
X
8
X
9
X
10
X
candidates for public office? If "Yes," complete Schedule C, Part I 4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
.........................
assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III 6
1
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
...............
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II 8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III
9
...............................................
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV
10
..............................
Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi-endowments? If "Yes," complete Schedule D, Part V
11
..............................
If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI
...............................................
11a
X
b Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more
of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII c Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more
.....................
11b
X
of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets
.....................
11c
X
.............................. .......
11d 11e
X X
.....
11f
X
...............................................
12a
X
"Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13 14a
X X X
14b
X
15
X
16
X
17
X
reported in Part X, line 16? If "Yes," complete Schedule D, Part IX
e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X f
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII b Was the organization included in consolidated, independent audited financial statements for the tax year? If 13 14a b
Did the organization maintain an office, employees, or agents outside of the United States?
....... ............... ..................
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV
15
for any foreign organization? If "Yes," complete Schedule F, Parts II and IV 16
..........................
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV
17
....................
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions
18
.................
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II
19
................
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or
...............................
18
........................................... .................. ............ b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? If "Yes," complete Schedule G, Part III
19
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H
20a
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II
EEA
X
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
...............
X X
20b 21
X
Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 990 (2024)
Part IV
HENEGAR PERFORMING ARTS CENTER, INC
Page 4
59-2306612
Checklist of Required Schedules (continued)
Yes 22
...........................
Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III 23
No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
22
X
23
X
24a
X
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated
.........................................
employees? If "Yes," complete Schedule J 24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b
................................ .............
through 24d and complete Schedule K. If "No," go to line 25a b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
............................................. .............
to defease any tax-exempt bonds? d
24b 24c
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
24d
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I
25a
X
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior 25b
X
26
X
27
X
28a
X X
..................
year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I 26
...........................................
Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II
27
..............
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If “Yes,” complete Schedule L, Part III
28
.......................................
Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions).
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If “Yes,” complete Schedule L, Part IV
............................................ .................
b
A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If “Yes,” complete Schedule L, Part IV
............................................ ...........
29
Did the organization receive more than $25,000 in noncash contributions? If "Yes," complete Schedule M
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M
................................. .......
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II
33
..............................................
b
.........................
.................................................. ....................
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a
30 31
X X
32
X
33
X
34
X X
35b
.............................
36
X
.........
37
X
..............................
38
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and
and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 19? Note: All Form 990 filers are required to complete Schedule O
Part V
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable
c
Did the organization comply with backup withholding rules for reportable payments to vendors and
X
...................
............... ............. b Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable
1a
reportable gaming (gambling) winnings to prize winners?
35a
.............
controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 36
EEA
X X
29
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1
35a
28c
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I
34
28b
Yes 1a 1b
No
58 0
.................................
1c
X
Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Form 990 (2024)
Part V 2a
HENEGAR PERFORMING ARTS CENTER, INC
Page 5
59-2306612
Statements Regarding Other IRS Filings and Tax Compliance (continued)
Yes
No
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax
. . . . . . . . 2a 20 ............ 3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . . . . . . . . . . . . . . ............ b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation on Schedule O Statements, filed for the calendar year ending with or within the year covered by this return
b
4a
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
b
.........
2b 3a
X X
3b 4a
X
X X
If "Yes," enter the name of the foreign country See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
............... ........... ................................
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
5a
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
c
If "Yes" to line 5a or 5b, did the organization file Form 8886-T?
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
b
.................
................................................
gifts were not tax deductible? Organizations that may receive deductible contributions under section 170(c).
7 a
and services provided to the payor?
............................................. ..................
If "Yes," did the organization notify the donor of the value of the goods or services provided?
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was
................................................. . . . . . . . . . . . . . . . . . . . . . 7d .......... Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ............ Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . . . ......... If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
f g h
7e
7h
X X X X
.....................
8
X
...................... ...............
9a
X X
9
sponsoring organization have excess business holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. a
Did the sponsoring organization make any taxable distributions under section 4966?
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
a
Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part VIII, line 12
.................... ...........
10a
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
a
Section 501(c)(12) organizations. Enter: Gross income from members or shareholders
..............................
11a
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.)
12a b 13
X
X
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the
11
7a 7b
If "Yes," indicate the number of Forms 8282 filed during the year
8
10
6b
7c
required to file Form 8282? e
X
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods
b
d
6a
If "Yes," did the organization include with every solicitation an express statement that such contributions or
...............................
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? If "Yes," enter the amount of tax-exempt interest received or accrued during the year
............
Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state?
b
Note: See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain by the states in which
7g
9b
11b
..........
12a
12b
......................
a
7f
. . . . . . . . . . . . . . . . . . . . . . . . 13b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . . . . . . . . . . . . . . ............ b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation on Schedule O
13a
the organization is licensed to issue qualified health plans
c
15
Enter the amount of reserves on hand
X
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year?
.......................................
15
X
..........
16
X
....................
17
If "Yes," see the instructions and file Form 4720, Schedule N. 16
14a 14b
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If "Yes," complete Form 4720, Schedule O.
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person, engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? If "Yes," complete Form 6069.
EEA
Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 990 (2024)
Part VI
HENEGAR PERFORMING ARTS CENTER, INC
Page 6
59-2306612
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions. ...................... X Check if Schedule O contains a response or note to any line in this Part VI
Section A. Governing Body and Management 1a
Enter the number of voting members of the governing body at the end of the tax year
...........
Yes 1a
8
1b
8
No
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O. b 2
Enter the number of voting members included on line 1a, above, who are independent
...........
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with
.....................................
2
X
supervision of officers, directors, trustees, or key employees to a management company or other person?
3
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4 6
X X X X
7a
X
7b
X
any other officer, director, trustee, or key employee? 3
Did the organization delegate control over management duties customarily performed by or under the direct
6
........... ....... Did the organization become aware during the year of a significant diversion of the organization's assets? . . . . . . . . . . . . .................................... Did the organization have members or stockholders?
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint
4 5
one or more members of the governing body? b
........................................
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
8
5
...................................
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
.................................................... .............................
a
The governing body?
b
Each committee with authority to act on behalf of the governing body?
9
8a 8b
X X
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses on Schedule O
................
9
X
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) 10a b
Did the organization have local chapters, branches, or affiliates?
...............................
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
11a b 12a
........... ...
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
No
X
10b 11a
X
Describe on Schedule O the process, if any, used by the organization to review this Form 990.
...................... ..
Did the organization have a written conflict of interest policy? If "No," go to line 13
12a 12b
X X
describe on Schedule O how this was done
12c
X
Did the organization have a written whistleblower policy?
13
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,"
14
.......................................... ................................... Did the organization have a written document retention and destruction policy? . . . . . . . . . . . . . . . . . . . . . . . . .
15
Did the process for determining compensation of the following persons include a review and approval by
13
Yes 10a
X X
14
independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
............................ .....................................
a
The organization's CEO, Executive Director, or top management official
15a
b
Other officers or key employees of the organization
15b
X
16a
X
X
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions. 16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
b
............................................
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements?
..............................
16b
Section C. Disclosure 17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)
Florida
(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own website 19
Another's website
X Upon request
Other (explain on Schedule O)
Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records.
DOUG LEBO (321)723-8698, 625 EAST NEW HAVEN AVE, EEA
MELBOURNE, FL 32901 Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 990 (2024)
Part VII
HENEGAR PERFORMING ARTS CENTER, INC
Page 7
59-2306612
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII
......................
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. • List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization's current key employees, if any. See the instructions for definition of "key employee." • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. • List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (A)
(B)
Name and title
Average hours
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
(E)
(F)
Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
Estimated amount of other compensation from the organization and related organizations
108,471
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
per week
Former
Highest compensated employee
(1) DOMINIC DEL BROCCO ARTISTIC DIRECTOR (2) GINA BECKLES DIRECTOR (3) KEITH MCINTYRE DIRECTOR (4) RON CLARE DIRECTOR (5) DOUG LEBO PRESIDENT (6) MIKE DEROCHE VICE PRESIDENT (7) NICK RIIPPA TREASURER (8) STEVE HUFF SECRETARY
Key employee
below dotted line)
Officer
related organizations
Institutional trustee
hours for
Individual trustee or director
(list any
40.00 X
X
0.50 0.50 0.50 20.00 X 0.50 20.00 0.50
(9) (10) (11) (12) (13) (14) EEA
Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 990 (2024)
Part VII
HENEGAR PERFORMING ARTS CENTER, INC
Page 8
59-2306612
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (C) (A)
(B)
Name and title
Average hours
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
(E)
(F)
Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
Estimated amount of other compensation from the organization and related organizations
c
Total from continuation sheets to Part VII, Section A
d
108,471 0 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
0
per week
Former
Highest compensated employee
Key employee
below dotted line)
Officer
related organizations
Institutional trustee
hours for
Individual trustee or director
(list any
(15) (16) (17) (18) (19) (20) (21) (22) (23) (24) (25) 1b
2
..................................... .............. ............................ Total (add lines 1b and 1c) Subtotal
108,471
1 Yes
3
Did the organization list any former officer, director, trustee, key employee, or highest compensated
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
employee on line 1a? If "Yes," complete Schedule J for such individual
...........................
No
3
X
4
X
5
X
organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual 5
.........................................................
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person
..................
Section B. Independent Contractors 1
2 EEA
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A)
(B)
(C)
Name and business address
Description of services
Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 990 (2024)
Part VIII
HENEGAR PERFORMING ARTS CENTER, INC
Check if Schedule O contains a response or note to any line in this Part VIII (A) Total revenue
........ .......... c Fundraising events . . . . . . . . . d Related organizations . . . . . . . . e Government grants (contributions) . . Federated campaigns
1a
b
Membership dues
1b
Contributions, Gifts, Grants and Other Similar Amounts
1a
f
(B)
(C)
(D)
Related or exempt function revenue
Unrelated business revenue
Revenue excluded from tax under sections 512–514
131,100
1c 1d 1e 1f
Noncash contributions included in lines 1a-1f
h
......................
All other contributions, gifts, grants, and similar amounts not included above
g
Page 9
59-2306612
Statement of Revenue
. . . . . . . . . . . . . 1g $ ...................
Total. Add lines 1a-1f
131,100
Program Service Revenue
Business Code
2a BOX OFFICE RECEIPTS
711130 711130 711130 711130
b PROGRAM SPONSOR c EDUCATION OUTREACH PROG d OTHER REVENUE e
...... ....................
1,550,953 29,800 202,062 236,282
1,550,953 29,800 202,062 236,282
f All other program service revenue g Total. Add lines 2a-2f 3
Investment income (including dividends, interest, and other similar amounts)
4
Income from investment of tax-exempt bond proceeds
2,019,097
.................... .... Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
. . . . . . 6a b Less: rental expenses . . 6b
(i) Real
(ii) Personal
6a Gross rents
c Rental income or (loss)
6c
d Net rental income or (loss) 7a Gross amount from sales of assets other than inventory
.................. (i) Securities
(ii) Other
. . 7a
Other Revenue
b Less: cost or other basis
. . 7b . . . . . 7c d Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . and sales expenses
c Gain or (loss)
8a Gross income from fundraising events (not including
$
of contributions reported on line 1c). See Part IV, line 18 b Less: direct expenses
........ .........
c Net income or (loss) from fundraising events
8a 8b
90,970 63,663
.........
27,307
27,307
9a Gross income from gaming
...... .........
activities. See Part IV, line 19 b Less: direct expenses
c Net income or (loss) from gaming activities
9a 9b
..........
10a Gross sales of inventory, less returns and allowances
10a
b Less: cost of goods sold
10b
......... ........
c Net income or (loss) from sales of inventory
..........
Miscellanous Revenue
Business Code 11a b c
e Total. Add lines 11a-11d 12
EEA
.............. .................. ............... Total revenue. See instructions
d All other revenue
2,177,504
2,019,097
27,307
0 Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 990 (2024)
Part IX
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Statement of Functional Expenses
Page 10
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). ........................ Check if Schedule O contains a response or note to any line in this Part IX (A) Total expenses
Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 2
(B) Program service expenses
(C) Management and general expenses
X
(D) Fundraising expenses
...
Grants and other assistance to domestic individuals. See Part IV, line 22
3
............
Grants and other assistance to foreign organizations, foreign governments, and
.... ............
foreign individuals. See Part IV, lines 15 and 16 4
Benefits paid to or for members
5
Compensation of current officers, directors, trustees, and key employees
6
.............
108,471
108,471
491,633
491,633
128,919 46,269
128,919 46,269
Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and
...... ..............
persons described in section 4958(c)(3)(B) 7
Other salaries and wages
8
Pension plan accruals and contributions (include
.. ............... Payroll taxes . . . . . . . . . . . . . . . . . . . . . section 401(k) and 403(b) employer contributions)
9
Other employee benefits
10 11
Fees for services (nonemployees):
..................... ......................... c Accounting . . . . . . . . . . . . . . . . . . . . . . d Lobbying . . . . . . . . . . . . . . . . . . . . . . . e Professional fundraising services. See Part IV, line 17 . . f Investment management fees . . . . . . . . . . . . . a
Management
b
Legal
g
10,597
10,597
Other. (If line 11g amount exceeds 10% of line 25, column
17
.. .............. Office expenses . . . . . . . . . . . . . . . . . . . Information technology . . . . . . . . . . . . . . . . Royalties . . . . . . . . . . . . . . . . . . . . . . . Occupancy . . . . . . . . . . . . . . . . . . . . . . Travel . . . . . . . . . . . . . . . . . . . . . . . .
18
Payments of travel or entertainment expenses
(A), amount, list line 11g expenses on Schedule O.) 12
Advertising and promotion
13 14 15 16
23
..... ....... Interest . . . . . . . . . . . . . . . . . . . . . . . . Payments to affiliates . . . . . . . . . . . . . . . . . Depreciation, depletion, and amortization . . . . . . . Insurance . . . . . . . . . . . . . . . . . . . . . .
24
Other expenses. Itemize expenses not covered
21,784 11,549
21,784
217,880
217,880
11,549
for any federal, state, or local public officials 19
Conferences, conventions, and meetings
20 21 22
37,130
37,130
255,476 32,318
255,476
361,052 1,730
361,052
395,616 2,120,424
300,772 1,932,256
32,318
above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule O.) a
PRODUCTION COST b PROPERTY TAXES
1,730
c d e 25 26
All other expenses Total functional expenses. Add lines 1 through 24e Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here X if following SOP 98-2 (ASC 958-720)
..
94,844 188,168
0
..........
EEA
Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 990 (2024)
Part X
HENEGAR PERFORMING ARTS CENTER, INC
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part X
4
.......................... .................... Pledges and grants receivable, net . . . . . . . . . . . . . . . . . . . . . . . Accounts receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
Loans and other receivables from any current or former officer, director,
1
Cash - non-interest-bearing
2
Savings and temporary cash investments
3
Page 11
59-2306612
........................ (A)
(B)
Beginning of year
End of year
73,971 338,980
1 2
126,435 203,410
3 4
trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons
Assets
...........
5
Loans and other receivables from other disqualified persons (as defined
6
9
.... ........................ ........................... Inventories for sale or use .................... Prepaid expenses and deferred charges
10a
Land, buildings, and equipment: cost or other
7 8
under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)
6
Notes and loans receivable, net
7
21
. . . . . . 10a 7,501,533 . . . . . . . . . . 10b 3,930,829 ..................... Investments - publicly traded securities ............... Investments - other securities. See Part IV, line 11 ............... Investments - program-related. See Part IV, line 11 Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other assets. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . ............ Total assets. Add lines 1 through 15 (must equal line 33) Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ............................... Deferred revenue Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . ...... Escrow or custodial account liability. Complete Part IV of Schedule D
22
Loans and other payables to any current or former officer, director,
8 9
15,702
3,384,596 10c
3,570,704
52,817
basis. Complete Part VI of Schedule D
b 11 12 13 14 15 16 17 18 19
Liabilities
20
Less: accumulated depreciation
11 12 13 14 15
3,850,364
16 17
3,916,251 21,277
18
639,605
19
652,786
20 21
trustee, key employee, creator or founder, substantial contributor, or 35%
24
........... ........ .......... Unsecured notes and loans payable to unrelated third parties
25
Other liabilities (including federal income tax, payables to related third
controlled entity or family member of any of these persons 23
Secured mortgages and notes payable to unrelated third parties
22
567,769 300,200
23 24
547,240 295,181
parties, and other liabilities not included on lines 17-24). Complete Part X
Net Assets or Fund Balances
of Schedule D
EEA
................................. ....................
26
Total liabilities. Add lines 17 through 25 Organizations that follow FASB ASC 958, check here
27
Net assets without donor restrictions
28
Net assets with donor restrictions
25
1,507,574
26
1,516,484
and complete lines 27, 28, 32, and 33.
...................... .......................
Organizations that do not follow FASB ASC 958, check here
27 28
X
and complete lines 29 through 33.
................. ......... ...... Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances . . . . . . . . . . . . . . . . . . . . . . . . .................. Total liabilities and net assets/fund balances
29
Capital stock or trust principal, or current funds
30
Paid-in or capital surplus, or land, building, or equipment fund
31 32 33
29 30
2,342,790 2,342,790 3,850,364
31 32 33
2,399,767 2,399,767 3,916,251 Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 990 (2024)
Part XI
HENEGAR PERFORMING ARTS CENTER, INC
Page 12
59-2306612
Reconciliation of Net Assets
9
...................... X ............................. 1 2,177,504 2 Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,120,424 ............................... 3 Revenue less expenses. Subtract line 2 from line 1 57,080 ............. 4 Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) 2,342,790 .................................. 5 Net unrealized gains (losses) on investments 6 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ............................................. 7 Investment expenses 8 Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...................... 9 Other changes in net assets or fund balances (explain on Schedule O) (103)
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line
Check if Schedule O contains a response or note to any line in this Part XI
1 2 3 4 5 6 7 8
Total revenue (must equal Part VIII, column (A), line 12)
32, column (B))
Part XII
................................................
Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII
10
2,399,767
....................... Yes
1
Accounting method used to prepare the Form 990:
X Cash
Accrual
No
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule O.
...............
2a
X
.....................
2b
X
2a Were the organization's financial statements compiled or reviewed by an independent accountant? If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both. Separate basis Consolidated basis Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant?
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both. Separate basis
Consolidated basis
Both consolidated and separate basis
c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of
............
2c
......................................
3a
the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits EEA
...........
3b Form 990 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
SCHEDULE A (Form 990)
2024
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
Department of the Treasury Internal Revenue Service
Open to Public Inspection
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Name of the organization
Employer identification number
HENEGAR PERFORMING ARTS CENTER, INC
Part I
OMB No. 1545-0047
Public Charity Status and Public Support
59-2306612
Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:
5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
6
section 170(b)(1)(A)(iv). (Complete Part II.) A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
X An organization that normally receives a substantial part of its support from a governmental unit or from the general public
7
described in section 170(b)(1)(A)(vi). (Complete Part II.) 8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university:
10
An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of
11 12
one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization must generally satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
.......................................
f
Enter the number of supported organizations
g
Provide the following information about the supported organization(s). (i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1-10 above (see instructions))
(iv) Is the organization listed in your governing document?
Yes
(v) Amount of monetary support (see instructions)
(vi) Amount of other support (see instructions)
No
(A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA
Schedule A (Form 990) 2024
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Schedule A (Form 990) 2024
Part II
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Page 2
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . . . . 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . 3 The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . 4 Total. Add lines 1 through 3 . . . . . 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . . . 6 Public support. Subtract line 5 from line 4 .
(a) 2020
(b) 2021
(c) 2022
(d) 2023
280,415
637,686
602,530
718,114 2,019,097
4,257,842
280,415
637,686
602,530
718,114 2,019,097
4,257,842
Section B. Total Support
(e) 2024
(f) Total
4,257,842
Calendar year (or fiscal year beginning in) (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total 7 Amounts from line 4 . . . . . . . . . . 280,415 637,686 602,530 718,114 2,019,097 4,257,842 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . . . . . . . . . . 9 Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . . 10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . 11 Total support. Add lines 7 through 10 4,257,842 12 12 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . . . 13 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage
14 Public support percentage for 2024 (line 6, column (f), divided by line 11, column (f)) . . . . . . 100.00 % 15 Public support percentage from 2023 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . 99.65 % 33 1/3% support test - 2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . X b 33 1/3% support test - 2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . 17a 10%-facts-and-circumstances test - 2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 10%-facts-and-circumstances test - 2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 16a
EEA
Schedule A (Form 990) 2024
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Schedule A (Form 990) 2024
Part III
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Page 3
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
received. (Do not include any "unusual grants.")
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3
Gross receipts from activities that are not an
....
unrelated trade or business under section 513
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . 5 The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . 6 Total. Add lines 1 through 5 . . . . . 7a Amounts included on lines 1, 2, and 3 received from disqualified persons . . b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year
c 8
Add lines 7a and 7b . . . . . . . . . . Public support. (Subtract line 7c from line 6.) . . . . . . . . . . . . . . . . .
Section B. Total Support Calendar year (or fiscal year beginning in) 9 Amounts from line 6 . . . . . . . . . . 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources
b
c 11
.
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . . Add lines 10a and 10b . . . . . . . . . Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on
12
13 14
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . Total support. (Add lines 9, 10c, 11, and 12.) . . . . . . . . . . . . . . . . First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) ........................................... organization, check this box and stop here
Section C. Computation of Public Support Percentage 15 16
Public support percentage for 2024 (line 8, column (f), divided by line 13, column (f)) . . . . . . . ................. Public support percentage from 2023 Schedule A, Part III, line 15
15 16
% %
Section D. Computation of Investment Income Percentage 17 18 19a b 20 EEA
. . . 17 Investment income percentage for 2024 (line 10c, column (f), divided by line 13, column (f)) . . . . . . . . . . . . . . . 18 Investment income percentage from 2023 Schedule A, Part III, line 17 33 1/3% support tests - 2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
33 1/3% support tests - 2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
% %
...... ..
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
Schedule A (Form 990) 2024
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Schedule A (Form 990) 2024
Part IV
HENEGAR PERFORMING ARTS CENTER, INC
Page 4
59-2306612
Supporting Organizations (Complete only if you checked a box on line 12 of Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes 1
2
3a b
c 4a b
c
5a
b c 6
7
8 9a
b c 10a
b EEA
Are all of the organization's supported organizations listed by name in the organization's governing documents? If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below. Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination. Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes," and if you checked 12a or 12b in Part I, answer lines 4b and 4c below. Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If "Yes," describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? Substitutions only. Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes," provide detail in Part VI. Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If "Yes," complete Part I of Schedule L (Form 990). Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If "Yes," complete Part I of Schedule L (Form 990). Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If "Yes," provide detail in Part VI. Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes," provide detail in Part VI. Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes," provide detail in Part VI. Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes," answer line 10b below. Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.)
No
1
2 3a
3b 3c 4a
4b
4c
5a 5b 5c
6
7 8
9a 9b 9c
10a 10b
Schedule A (Form 990) 2024
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Schedule A (Form 990) 2024
Part IV
HENEGAR PERFORMING ARTS CENTER, INC
Supporting Organizations (continued)
Page 5
59-2306612
Yes No 11 a b c
Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization? A family member of a person described on line 11a above? A 35% controlled entity of a person described on line 11a or 11b above? If "Yes" to line 11a, 11b, or 11c, provide detail in Part VI.
11a 11b 11c
Section B. Type I Supporting Organizations Yes No 1
Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, directors, or trustees at all times during the tax year? If "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the
2
supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.
2
Section C. Type II Supporting Organizations Yes No 1
Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If "No," describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
Section D. All Type III Supporting Organizations Yes No 1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the
1
organization's governing documents in effect on the date of notification, to the extent not previously provided?
2
3
Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). By reason of the relationship described on line 2, above, did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization's supported organizations played in this regard.
2
3
Section E. Type III Functionally Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). 2 Activities Test. Answer lines 2a and 2b below. Yes No a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined 2a that these activities constituted substantially all of its activities. b Did the activities described on line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization's position that its supported organization(s) would 2b have engaged in these activities but for the organization's involvement. 3 Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or 3a trustees of each of the supported organizations? If "Yes" or "No," provide details in Part VI. b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each 3b of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard. EEA
Schedule A (Form 990) 2024
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Schedule A (Form 990) 2024
Part V
HENEGAR PERFORMING ARTS CENTER, INC
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
Page 6
59-2306612
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A - Adjusted Net Income (A) Prior Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3. 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of 6 property held for production of income (see instructions) 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) 8 (B) Current Year Section B - Minimum Asset Amount (A) Prior Year (optional) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities 1a b Average monthly cash balances 1b c Fair market value of other non-exempt-use assets 1c d Total (add lines 1a, 1b, and 1c) 1d e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquisition indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d. 3 4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, 4 see instructions). 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by 0.035. 6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8 Section C - Distributable Amount 1 2 3 4 5 6 7 EEA
Current Year
1 Adjusted net income for prior year (from Section A, line 8, column A) 2 Enter 0.85 of line 1. 3 Minimum asset amount for prior year (from Section B, line 8, column A) 4 Enter greater of line 2 or line 3. 5 Income tax imposed in prior year Distributable Amount. Subtract line 5 from line 4, unless subject to 6 emergency temporary reduction (see instructions). Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990) 2024
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Schedule A (Form 990) 2024
Part V
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Section D - Distributions 1 2 3 4 5 6 7 8 9 10
3 a b c d e f g h i j 4 a b c 5
6
7 8 a b c d e EEA
Current Year
Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) Other distributions (describe in Part VI). See instructions. Total annual distributions. Add lines 1 through 6. Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. Distributable amount for 2024 from Section C, line 6 Line 8 amount divided by line 9 amount
Section E - Distribution Allocations (see instructions) 1 2
Page 7
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
(i) Excess Distributions
1 2 3 4 5 6 7 8 9 10
(ii) Underdistributions Pre-2024
(iii) Distributable Amount for 2024
Distributable amount for 2024 from Section C, line 6 Underdistributions, if any, for years prior to 2024 (reasonable cause required - explain in Part VI). See instructions. Excess distributions carryover, if any, to 2024 ........ From 2019 ........ From 2020 ........ From 2021 ........ From 2022 ........ From 2023 Total of lines 3a through 3e Applied to underdistributions of prior years Applied to 2024 distributable amount Carryover from 2019 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and 3i from line 3f. Distributions for 2024 from Section D, line 7: $ Applied to underdistributions of prior years Applied to 2024 distributable amount Remainder. Subtract lines 4a and 4b from line 4. Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. Excess distributions carryover to 2025. Add lines 3j and 4c. Breakdown of line 7: .... Excess from 2020 .... Excess from 2021 .... Excess from 2022 .... Excess from 2023 .... Excess from 2024 Schedule A (Form 990) 2024
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Schedule A (Form 990) 2024
Part VI
EEA
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Page 8
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
Schedule A (Form 990) 2024
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Schedule B
Schedule of Contributors
(Form 990) (Rev. December 2024)
OMB No. 1545-0047
Attach to Form 990, 990-EZ, or 990-PF.
Department of the Treasury Internal Revenue Service
Go to www.irs.gov/Form990 for the latest information. Employer identification number
Name of the organization
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Organization type (check one): Filers of:
Section:
Form 990 or 990-EZ
X 501(c)( 3 ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization
Form 990-PF
501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule
X
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering "N/A" in column (b) instead of the contributor name and address), II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year $
..................................
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990). For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. EEA
Schedule B (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Page 2
Schedule B (Form 990) (Rev. 12-2024)
Employer identification number
Name of organization
HENEGAR PERFORMING ARTS CENTER, INC
Part I (a) No.
1
59-2306612
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution
BREVARD COUNTY 150 COCOA ISLES BOULEVARD SUITE 401
$
20,000
2
(b) Name, address, and ZIP + 4
(c) Total contributions
$
5,000
(b) Name, address, and ZIP + 4
Person Payroll Noncash
X
(Complete Part II for noncash contributions.)
MELBOURNE, FL 32904 (a) No.
(d) Type of contribution
BUENA VIDA FOUNDATION 2129 WEST NEW HAVEN AVENUE
X
(Complete Part II for noncash contributions.)
COCOA BEACH, FL 32931 (a) No.
Person Payroll Noncash
(c) Total contributions
$
(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
$
(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
$
(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
$
(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
EEA
Schedule B (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Page 3
Schedule B (Form 990) (Rev. 12-2024)
Employer identification number
Name of organization
HENEGAR PERFORMING ARTS CENTER, INC
Part II (a) No. from Part I
59-2306612
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (c) FMV (or estimate)
(b) Description of noncash property given
(See instructions.)
(d) Date received
$ (a) No. from Part I
(c) FMV (or estimate)
(b) Description of noncash property given
(See instructions.)
(d) Date received
$ (a) No. from Part I
(c) FMV (or estimate)
(b) Description of noncash property given
(See instructions.)
(d) Date received
$ (a) No. from Part I
(c) FMV (or estimate)
(b) Description of noncash property given
(See instructions.)
(d) Date received
$ (a) No. from Part I
(c) FMV (or estimate)
(b) Description of noncash property given
(See instructions.)
(d) Date received
$ (a) No. from Part I
(c) FMV (or estimate)
(b) Description of noncash property given
(See instructions.)
(d) Date received
$ EEA
Schedule B (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Page 4
Schedule B (Form 990) (Rev. 12-2024)
Employer identification number
Name of organization
HENEGAR PERFORMING ARTS CENTER, INC 59-2306612 Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., $ contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Use duplicate copies of Part III if additional space is needed. (a) No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP + 4
(a) No. from Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP + 4
(a) No. from Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP + 4
(a) No. from Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP + 4
EEA
Relationship of transferor to transferee
Schedule B (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
SCHEDULE D (Form 990) (Rev. December 2024) Department of the Treasury Internal Revenue Service Name of the organization
Supplemental Financial Statements
OMB No. 1545-0047
Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Employer identification number
HENEGAR PERFORMING ARTS CENTER, INC 59-2306612 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered "Yes" on Form 990, Part IV, line 6. (a) Donor advised funds
(b) Funds and other accounts
4
.............. Aggregate value of contributions to (during year) . . . . ..... Aggregate value of grants from (during year) Aggregate value at end of year . . . . . . . . . . . .
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
1
Total number at end of year
2 3
funds are the organization's property, subject to the organization's exclusive legal control? 6
................
Yes
No
Yes
No
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit?
Part II
.........................................
Conservation Easements Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (for example, recreation or education)
Preservation of a historically important land area
Protection of natural habitat
Preservation of a certified historic structure
Preservation of open space 2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
c
................................ Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . ........ Number of conservation easements on a certified historic structure included on line 2a
d
Number of conservation easements included on line 2c acquired after July 25, 2006, and not
a b
Total number of conservation easements
on a historic structure listed in the National Register 3
..........................
Held at the End of the Tax Year
2a 2b 2c 2d
Number of conservation easements modified, transferred, released, extinguished, or terminated by
...................................... .................
the organization during the tax year 4
Number of states where property subject to conservation easement is located
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds?
6
...........................
Yes
No
Yes
No
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
7
....................................
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
8
....................................
$
Does each conservation easement reported on line 2d above satisfy the requirements of section 170(h)(4)(B) (i) and section 170(h)(4)(B)(ii)?
9
............................................
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
2
provide the following amounts relating to these items. (i) Revenue included on Form 990, Part VIII, line 1
$
(ii) Assets included in Form 990, Part X
$
............................... .....................................
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items. a b
................................. .......................................
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X For Paperwork Reduction Act Notice, see the Instructions for Form 990. EEA
$ $
Schedule D (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Schedule D (Form 990) (Rev. 12-2024) HENEGAR
Part III 3
PERFORMING ARTS CENTER, INC
Page 2
59-2306612
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Using the organization's acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply). a
Public exhibition
d
Loan or exchange program
b
Scholarly research
e
Other
c
Preservation for future generations
4
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection?
Part IV
1a
No
.............................................
Yes
No
........ Yes ..............
No
If "Yes," explain the arrangement in Part XIII and complete the following table.
...................................... d Additions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ................................. e Distributions during the year f Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c
Yes
Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included on Form 990, Part X?
b
...........
Escrow and Custodial Arrangements Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
Beginning balance
Amount 1c 1d 1e 1f
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII
Part V
Endowment Funds Complete if the organization answered "Yes" on Form 990, Part IV, line 10. (a) Current year
...... b Contributions . . . . . . . . . . . . .
1a
Beginning of year balance
c
Net investment earnings, gains, and losses
(b) Prior year
(c) Two years back
(d) Three years back
(e) Four years back
.............. ........
d
Grants or scholarships
e
Other expenditures for facilities and
............... ....... g End of year balance . . . . . . . . . programs
f 2
Administrative expenses
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a
Board designated or quasi-endowment
b
Permanent endowment
c
Term endowment
% %
%
The percentages on lines 2a, 2b, and 2c should equal 100%. 3a
Are there endowment funds not in the possession of the organization that are held and administered for the Yes
organization by:
.............................................. (ii) Related organizations? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R? . . . . . . . . . . . . . . . . . . . . (i) Unrelated organizations?
4
3a(ii) 3b
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property
................... ................. ......... c Leasehold improvements ................ d Equipment e Other . . . . . . . . . . . . . . . . . . .
1a
Land
b
Buildings
(a) Cost or other basis
(b) Cost or other basis
(c) Accumulated
(investment)
(other)
depreciation
246,000 441,584 6,813,949
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, line 10c, column (B)) EEA
No
3a(i)
3,471,701 255,476 203,652
..............
(d) Book value
246,000 (3,471,701) 186,108 6,610,297 3,570,704
Schedule D (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Schedule D (Form 990) (Rev. 12-2024)
Part VII
HENEGAR PERFORMING ARTS CENTER, INC
Page 3
59-2306612
Investments - Other Securities Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security)
(1) Financial derivatives
(b) Book value
.......................... ......................
(c) Method of valuation: Cost or end-of-year market value
(2) Closely held equity interests (3) Other (A) (B) (C) (D) (E) (F) (G) (H)
Total. (Column (b) must equal Form 990, Part X, line 12, col. (B))
Part VIII
......
Investments - Program Related Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 13, col. (B))
Part IX
......
Other Assets Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description
(b) Book value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 15, col. (B))
Part X
1.
...........................
Other Liabilities Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description of liability
(b) Book value
(1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 25, col. (B))
..
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII EEA
.....
Schedule D (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Schedule D (Form 990) (Rev. 12-2024) HENEGAR
Part XI
PERFORMING ARTS CENTER, INC
59-2306612
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
1
Total revenue, gains, and other support per audited financial statements
2
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
....................
. . . . . . . . . . . . . . . . . . 2a . . . . . . . . . . . . . . . . . . . . . 2b c Recoveries of prior year grants . . . . . . . . . . . . . . . . . . . . . . . . 2c d Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . 2d .......................................... e Add lines 2a through 2d 3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a
Net unrealized gains (losses) on investments
b
Donated services and use of facilities
4
Page 4
1
2e 3
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
. . . . . . . 4a . . . . . . . . . . . . . . . . . . . . . . . . . 4b ............................................ c Add lines 4a and 4b ............... 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) a
Investment expenses not included on Form 990, Part VIII, line 7b
b
Other (Describe in Part XIII.)
Part XII
5
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
.........................
1
Total expenses and losses per audited financial statements
2
Amounts included on line 1 but not on Form 990, Part IX, line 25:
. . . . . . . . . . . . . . . . . . . . . 2a . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b c Other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c d Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . 2d .......................................... e Add lines 2a through 2d 3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a
Donated services and use of facilities
b
Prior year adjustments
4
4c
1
2e 3
Amounts included on Form 990, Part IX, line 25, but not on line 1:
. . . . . . . . 4a . . . . . . . . . . . . . . . . . . . . . . . . . 4b ............................................ c Add lines 4a and 4b ............... 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) a
Investment expenses not included on Form 990, Part VIII, line 7b
b
Other (Describe in Part XIII.)
Part XIII
4c 5
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
EEA
Schedule D (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Schedule D (Form 990) (Rev. 12-2024) HENEGAR
Part XIII
EEA
PERFORMING ARTS CENTER, INC
Supplemental Information (continued)
59-2306612
Page 5
Schedule D (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
SCHEDULE G
Supplemental Information Regarding Fundraising or Gaming Activities
(Form 990)
(Rev. December 2024) Department of the Treasury Internal Revenue Service
Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19; or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
HENEGAR PERFORMING ARTS CENTER, INC
1 a
59-2306612
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply. e Mail solicitations Solicitation of nongovernment grants
b
Internet and email solicitations
f
Solicitation of government grants
c
Phone solicitations
g
Special fundraising events
d
In-person solicitations
2a
Open to Public Inspection
Employer identification number
Name of the organization
Part I
OMB No. 1545-0047
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, Yes
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? b
No
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.
(i) Name and address of individual or entity (fundraiser)
(ii) Activity
(iii) Did fundraiser have custody or control of contributions?
Yes
(iv) Gross receipts from activity
(v) Amount paid to (or retained by) fundraiser listed in col. (i)
(vi) Amount paid to (or retained by) organization
No
1 2 3 4 5 6 7 8 9 10
Total 3
........................................ List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA
Schedule G (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
HENEGAR PERFORMING ARTS CENTER, INC 59-2306612 Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Schedule G (Form 990) (Rev. 12-2024)
Part II
(a) Event #1
(b) Event #2
(c) Other events
FUNDRAISING Revenue Direct Expenses
........
1
Gross receipts
2
Less: Contributions
3
Gross income (line 1
(event type)
90,970
90,970
90,970
63,663
63,663
.....
.........
4
Cash prizes
.........
5
Noncash prizes
.......
6
Rent/facility costs
.......
7
Food and beverages
8
Entertainment
9
Other direct expenses
10
Direct expense summary. Add lines 4 through 9 in column (d)
11
Net income summary. Subtract line 10 from line 3, column (d)
.....
........ ....
Revenue Direct Expenses
....................... .......................
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (b) Pull tabs/instant bingo/progressive bingo
(a) Bingo
Gross revenue
2
Cash prizes
3
Noncash prizes
.......
4
Rent/facility costs
......
5
Other direct expenses
6
Volunteer labor
7
Direct expense summary. Add lines 2 through 5 in column (d)
8
Net gaming income summary. Subtract line 7 from line 1, column (d)
....
.......
Yes
%
%
Yes
No
No
Yes
%
No
....................... ....................
Enter the state(s) in which the organization conducts gaming activities: Is the organization licensed to conduct gaming activities in each of these states?
b
If "No," explain:
EEA
(d) Total gaming (add col. (a) through col. (c))
(c) Other gaming
.........
a
b
63,663 27,307
........
1
9
10a
(total number)
90,970
minus line 2)
Part III
(d) Total events (add col. (a) through col. (c))
NONE
(event type)
Page 2
.....................
Yes
No
.........
Yes
No
Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year? If "Yes," explain:
Schedule G (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
SCHEDULE O (Form 990)
Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.
OMB No. 1545-0047
(Rev. December 2024) Department of the Treasury Internal Revenue Service
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Name of the organization
Employer identification number
HENEGAR PERFORMING ARTS CENTER, INC 01. Organizational document changes (Part VI, line 4)
59-2306612
THE ORGANIZATION CHANGE IT'S OFFICIAL NAME TO HENEGAR PERFORMING ARTS CENTER, INC IN THE STATE OF FLORIDA ON AUGUST 16, 2024.
02. Form 990 governing body review (Part VI, line 11) THE BOARD AND EXECUTIVE DIRECTOR REVIEW THE 990 PRIOR TO FILING AND APPROVE THE FILING IN ADVANCE.
03. Conflict of interest policy compliance (Part VI, line 12c) THE BOARD MONITORS AND ENFORCES POLICY ON CONFLICTS OF INTEREST THROUGHOUT THE YEAR.
04. CEO, executive director, top management comp (Part VI, line 15a) EXECUTIVE COMPENSATION FOR THE ARTISTIC DIRECTOR IS REVIEWED BY A COMPENSATION COMMITTEE AS PART OF THE ANNUAL BUDGET PROCESS.
05. Governing documents, etc, available to public (Part VI, line 19) DOCUMENTS ARE AVAILABLE UPON REQUEST.
06. Explanation of other changes in net assets or fund balances (Part XI, line 9) BEGINNING ASSET ADJUSTED TO ACTUAL TO ARRIVE AT CORRECT ENDING FOR TAX YEAR 2024.
07. List of other expenses (Part IX, line 24e) THESES ARE DIRECT PROGRAM EXPENSES LISTED IN OTHER: SUMMER PROGRAM EXPENSES, SUMMER PROGRAM LABOR, WINTER & SPRING PROGRAM EXPENSES, WINTER SPING LABOR, FELLOW SCHOLARSHIP, MOTIVATIONAL MATERIALS & SALES TAXES PAID,WORKER'S COMPENSATION.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA
Schedule O (Form 990) (Rev. 12-2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Form
Depreciation and Amortization
4562
Name(s) shown on return
6
FORM 990 - 1
59-2306612
Election To Expense Certain Property Under Section 179
Note: If you have any listed property, complete Part V before you complete Part I. Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .................. Total cost of section 179 property placed in service (see instructions) ......... Threshold cost of section 179 property before reduction in limitation (see instructions) Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . . . . . . . Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (a) Description of property
(b) Cost (business use only)
Attachment Sequence No. 179 Identifying number
Business or activity to which this form relates
HENEGAR PERFORMING ARTS CENTER,
1 2 3 4 5
2024
Attach to your tax return. Go to www.irs.gov/Form4562 for instructions and the latest information.
Department of the Treasury Internal Revenue Service
Part I
OMB No. 1545-0172
(Including Information on Listed Property)
1 2 3 4 5
(c) Elected cost
7 Listed property. Enter the amount from line 29 . . . . . . . . . . . . . . 7 .......... 8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 8 9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Carryover of disallowed deduction from line 13 of your 2023 Form 4562 . . . . . . . . . . . . . . . . . 10 11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5. See instructions . . . . 11 . . . . . . . . . 12 12 Section 179 expense deduction. Add lines 9 and 10, but don't enter more than line 11 13 Carryover of disallowed deduction to 2025. Add lines 9 and 10, less line 12 . . . 13 Note: Don't use Part II or Part III below for listed property. Instead, use Part V. Part II Special Depreciation Allowance and Other Depreciation (Don't include listed property. See instructions.) 14 Special depreciation allowance for qualified property (other than listed property) placed in service 14 during the tax year. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Part III MACRS Depreciation (Don't include listed property. See instructions.) Section A . . . . . . . . . . 17 17 MACRS deductions for assets placed in service in tax years beginning before 2024 18 If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section B - Assets Placed in Service During 2024 Tax Year Using the General Depreciation System (a) Classification of property
(b) Month and year (c) Basis for depreciation placed in (business/investment use service only-see instructions)
(d) Recovery period
(e) Convention
(f) Method
(g) Depreciation deduction
19a b c d e f g h
3-year property 5-year property 7-year property 10-year property 15-year property 20-year property 25-year property 25 yrs. S/L Residential rental 27.5 yrs. MM S/L property 27.5 yrs. MM S/L i Nonresidential real 39 yrs. MM S/L property MM S/L Section C - Assets Placed in Service During 2024 Tax Year Using the Alternative Depreciation System 20a Class life S/L b 12-year 12 yrs. S/L c 30-year 30 yrs. MM S/L d 40-year 40 yrs. MM S/L Part IV Summary (See instructions.) 21 Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter 22 here and on the appropriate lines of your return. Partnerships and S corporations - see instructions . . 23 For assets shown above and placed in service during the current year, enter the 23 portion of the basis attributable to section 263A costs . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see separate instructions. EEA
255,476 255,476
Form 4562 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989 Form 4562 (2024)
Part V
HENEGAR PERFORMING ARTS CENTER, INC
Page 2
59-2306612
Listed Property (Include automobiles, certain other vehicles, certain aircraft, and property used for entertainment, recreation, or amusement.)
Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a, 24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable. Section A - Depreciation and Other Information (Caution: See the instructions for limits for passenger automobiles.) 24a
Do you have evidence to support the business/investment use claimed?
(a) Type of property (list vehicles first)
(b) Date placed in service
(c) Business/ investment use percentage
(d) Cost or other basis
Yes
No
Yes
24b If "Yes," is the evidence written?
(e) (f) Basis for depreciation Recovery (business/investment period use only)
(g) Method/ Convention
25 Special depreciation allowance for qualified listed property placed in service during the tax year and used more than 50% in a qualified business use. See instructions . . . . . 26 Property used more than 50% in a qualified business use: % Statement #567
(h) Depreciation deduction
No
(i) Elected section 179 cost
25
255,476
% %
27 Property used 50% or less in a qualified business use: %
S/L-
%
S/L-
%
S/L-
28 Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 . . . . 28 255,476 29 Add amounts in column (i), line 26. Enter here and on line 7, page 1 . . . . . . . . . . . . . . . . . . . . 29 Section B - Information on Use of Vehicles Complete this section for vehicles used by a sole proprietor, partner, or other "more than 5% owner," or related person. If you provided vehicles to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles.
30 Total business/investment miles driven during the year (don't include commuting miles)
(a) Vehicle 1
(b) Vehicle 2
(c) Vehicle 3
(d) Vehicle 4
(e) Vehicle 5
(f) Vehicle 6
...
31 Total commuting miles driven during the year . 32 Total other personal (noncommuting) miles driven . . . . . . . . . . . . . . . . 33 Total miles driven during the year. Add lines 30 through 32 . . . . . . . . . . . . 34 Was the vehicle available for personal Yes No Yes No Yes No Yes No Yes No Yes use during off-duty hours? . . . . . . . . 35 Was the vehicle used primarily by a more than 5% owner or related person? . . . . 36 Is another vehicle available for personal use? Section C - Questions for Employers Who Provide Vehicles for Use by Their Employees Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who aren't more than 5% owners or related persons. See instructions. 37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by Yes your employees? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your ... employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners 39 Do you treat all use of vehicles by employees as personal use? . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Do you provide more than five vehicles to your employees, obtain information from your employees about the use of the vehicles, and retain the information received? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Do you meet the requirements concerning qualified automobile demonstration use? See instructions . . . . . . Note: If your answer to 37, 38, 39, 40, or 41 is "Yes," don't complete Section B for the covered vehicles.
Part VI
No
No
Amortization (a) Description of costs
(b) Date amortization begins
(c) Amortizable amount
(d) Code section
(e) Amortization period or percentage
(f) Amortization for this year
42 Amortization of costs that begins during your 2024 tax year (see instructions): 43 Amortization of costs that began before your 2024 tax year . . . . . . . . . . . . . . . . . . . . . . ............. 44 Total. Add amounts in column (f). See the instructions for where to report EEA
43 44 Form
4562 (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Form
8868
(Rev. January 2025)
Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans
Department of the Treasury Internal Revenue Service
OMB No. 1545-0047
File a separate application for each return. Go to www.irs.gov/Form8868 for the latest information.
Electronic filing (e-file). You can electronically file Form 8868 to request up to a 6-month extension of time to file any of the forms listed below except for Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts. An extension request for Form 8870 must be sent to the IRS in a paper format (see instructions). For more details on the electronic filing of Form 8868, visit www.irs.gov/e-file-providers/e-file-for-charities-and-non-profits. Caution: If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-TE and Form 8879-TE for payment instructions. All corporations required to file an income tax return other than Form 990-T (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns.
Part I - Identification Type or Print File by the due date for filing your return. See instructions.
Name of exempt organization, employer, or other filer, see instructions.
Taxpayer identification number (TIN)
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Number, street, and room or suite no. If a P.O. box, see instructions.
625 EAST NEW HAVEN AVE City, town or post office, state, and ZIP code. For a foreign address, see instructions.
MELBOURNE, FL 32901
Enter the Return Code for the return that this application is for (file a separate application for each return)
...........
0 1
Application Is For
Return Application Is For Return Code Code Form 990 or Form 990-EZ 01 Form 4720 (other than individual) 09 Form 4720 (individual) 03 Form 5227 10 Form 990-PF 04 Form 6069 11 Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 8870 12 Form 990-T (trust other than above) 06 Form 5330 (individual) 13 Form 990-T (corporation) 07 Form 5330 (other than individual) 14 Form 1041-A 08 Form 990-T (governmental entities) 15 • After you enter your Return Code, complete either Part II or Part III. Part III, including signature, is applicable only for an extension of time to file Form 5330. • If this application is for an extension of time to file Form 5330, you must enter the following information. Plan Name Plan Number Plan Year Ending (MM/DD/YYYY)
Part II - Automatic Extension of Time To File for Exempt Organizations (see instructions) The books are in the care of DOUG LEBO, 625 EAST NEW HAVEN AVE MELBOURNE, FL 32901 Telephone No. 321-723-8698 Fax No. ............. • If the organization does not have an office or place of business in the United States, check this box • If this is for a Group Return, enter the organization's four-digit Group Exemption Number (GEN) . If this is for the whole group, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If it is for part of the group, check this box and attach a list with the names and TINs of all members the extension is for . . . . 1
I request an automatic 6-month extension of time until 04-15 , 20 26 , to file the exempt organization return for the organization named above. The extension is for the organization's return for: calendar year 20 or , 20 25 . , 20 24 , and ending X tax year beginning 06-01 05-31
2
If the tax year entered in line 1 is for less than 12 months, check reason: Initial return Final return Change in accounting period
3a If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. c Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. For Privacy Act and Paperwork Reduction Act Notice, see instructions. EEA
3a $ 3b $ 3c $ Form 8868 (Rev. 1-2025)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Federal Supporting Statements
2024
Name(s) as shown on return
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612 Statement #567
FORM 4562 - LINE 26
DESCRIPTION 110 LOBBY FIXTURES
DATE %BUS 04-28-2023 100
COST 2,972
DEPR BASIS 2,972
RP 7
METHOD SL MQ
DEDUCTION 84
114 DANCE FLOOR REMODEL
05-21-2023 100
10,391
10,391
7
SL
MQ
297
114 EXTERIOR WALL UPGRADE
05-31-2023 100
31,500
31,500
39
SL
MM
808
102 STAGE TRUSS SYSTEM
06-01-2021 100
55,610
55,610
7
SL
HY
7,944
8 BUILDING IMPROVEMENTS
01-05-2003 100
20,000
20,000
39
SL
MM
513
9 BUILDING IMPROVEMENTS
05-23-2003 100
4,023
4,023
39
SL
MM
103
15 BUILDING IMPROVEMENTS
09-03-2006 100
258,437
258,437
39
SL
MM
6,627
16 BUILDING IMPROVEMENTS
09-30-2006 100
24,872
24,872
39
SL
MM
638
17 BUILDING IMPROVEMENTS
09-30-2006 100
350
350
39
SL
MM
9
21 ROOF REPLACEMENT
04-02-2012 100
129,085
129,085
39
SL
MM
3,310
41 ROOF WARRANTY
10-30-2012 100
7,843
7,843
39
SL
MM
201
50 BUILDING PAINTING
09-15-2013 100
31,116
31,116
15
SL
HY
1,922
51 BUILDING IMPROVEMENTS
04-01-2013 100
52,974
52,974
15
SL
MQ
3,064
61 BUILDING IMPROVEMENTS
08-05-2016 100
4,180
4,180
39
SL
MM
107
62 HYNESLINE
09-08-2016 100
4,141
4,141
39
SL
MM
106
67 NEW FLOORING
11-17-2016 100
1,756
1,756
15
SL
HY
117
70 PARKING LOT
06-14-2017 100
172,842
172,842
15
SL
HY
11,523
72 BUILDING IMPROVEMENTS
09-30-1986 100
4,909
4,909
40
SL
HY
122
73 BUILDING IMPROVEMENTS
09-30-1987 100
144,507
144,507
40
SL
MM
3,613
74 BUILDING IMPROVEMENTS
09-30-1988 100
166,632
166,632
40
SL
MM
4,166
75 BUILDING IMPROVEMENTS
09-30-1989 100
266,638
266,638
40
SL
MM
6,666
76 BUILDING IMPROVEMENTS
09-30-1990 100
46,067
46,067
40
SL
MM
1,152
77 BUILDING IMPROVEMENTS
09-30-1991 100
823,509
823,509
40
SL
MM
20,588
78 BUILDING IMPROVEMENTS
09-30-1992 100
113,187
113,187
40
SL
MM
2,830
79 BUILDING IMPROVEMENTS
09-30-1993 100
94,128
94,128
40
SL
MM
2,353
80 BUILDING IMPROVEMENTS
12-31-1995 100
48,145
48,145
39
SL
MM
1,234
81 BUILDING IMPROVEMENTS
03-31-1997 100
322,123
322,123
39
SL
MM
8,260
82 BUILDING IMPROVEMENTS
03-31-1999 100
159,969
159,969
39
SL
MM
4,102
83 BUILDING IMPROVEMENTS
03-31-1999 100
11,500
11,500
39
SL
MM
295
84 BUILDING IMPROVEMENTS
03-31-2000 100
136,849
136,849
39
SL
MM
3,509
86 BUILDING
01-01-1990 100
634,000
634,000
40
SL
MM
15,850
88 BUILDING IMPROVEMENTS
09-30-1993 100
159,471
159,471
40
SL
MM
3,987
89 BUILDING IMPROVEMENTS
06-01-2019 100
191,481
191,481
39
SL
MM
4,910
STATMNT~.LD
PG01
Tax ID Number
179 DED
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Federal Supporting Statements
2024
Name(s) as shown on return
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612 Statement #567
FORM 4562 - LINE 26
DESCRIPTION 90 HVAC UPSTAIRS
DATE %BUS 02-29-2020 100
COST 12,996
DEPR BASIS 12,996
RP 7
METHOD SL HY
91 THEATER FIXTURES
06-01-2019 100
55,909
55,909
7
SL
HY
7,987
92 SOUND EQUIPMENT
06-30-2019 100
32,508
32,508
7
SL
HY
4,644
93 OFFICE EQUIPMENT
10-24-2019 100
5,032
5,032
7
SL
HY
719
94 ICE MAKER
07-15-2019 100
2,473
2,473
7
SL
HY
353
101 BALCONY REMODEL
07-01-2021 100
149,985
149,985
39
SL
MM
3,846
103 LOBBY RESTROOM REMODEL
08-26-2022 100
467,093
467,093
39
SL
MM
11,977
DEDUCTION 1,857
104 OFFICE REMODEL
08-26-2022 100
25,396
25,396
39
SL
MM
651
105 STRUCTURAL BEAM IMPROVEMENT
08-26-2022 100
172,275
172,275
39
SL
MM
4,417
106 VIP MEMBER ROOM
08-26-2022 100
1,456
1,456
39
SL
MM
37
111 REPLACEMENT WINDOWS
04-28-2023 100
80,000
80,000
39
SL
MM
2,051
112 LOBBY RENOVATION
04-28-2023 100
389,536
389,536
39
SL
MM
9,988
BUILDING IMPPROVEMENT
06-30-2023 100
378,736
378,736
39
SL
MM
9,711
BLDG IMPORVEMNT CONSTRUCTION- APARTMENT
09-01-2024 100
177,996
177,996
15
SL
HY
5,933
EQUIPMENT FURNISHING
06-30-2023 100
107,760
107,760
7
200DBHY
26,390
EQUIPMENT BLACKBOX
09-01-2024 100
323,209
323,209
5
SL
HY
32,321
EQUIPMENT & FURNISHING
05-31-2025 100
125,969
125,969
7
SL
HY
8,998
LOBBY & SHOP DOOR- HOME IMPROVEMENT
05-01-2025 100
30,454
30,454
15
SL
HY
1,015
BLACKBOX THEATRE EQUIPMENT- EQP & FURNISH.
09-01-2024 100
3,397
3,397
7
SL
HY
243
SECURITY SYSTEM- EQP
05-01-2025 100
18,587
18,587
7
SL
HY
_________ 1,328
TOTAL
STATMNT~.LD
PG02
Tax ID Number
_________ _________ 255,476
179 DED
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
990
Overflow Statement (This page is not filed with the return. It is for your records only.)
Name(s) as shown on return
2024
Page 1
FEIN
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Overflow Statement _________________________________________________________ ______________ Description Amount _________________________________________________________ EQUITY DUES PAID PERFORMERS ______________ $ 1,491 _________________________________________________________ TRAINEE STIPEND ______________ 91,470 _________________________________________________________ EMPLOYEE HEALTH CARE ______________ 2,308 _________________________________________________________ EMPLOYEE BONUS ______________ 33,650 Total: $______________ 128,919 ______________
Overflow Statement _________________________________________________________ ______________ Description Amount _________________________________________________________ PAYROLL EXPENSES ______________ $ 3,292 _________________________________________________________ DUES, SUBSCRIPTIONS & MEMBERSHIP ______________ 7,825 _________________________________________________________ OFFICE SUPPLIES & EXPENSES ______________ 6,963 _________________________________________________________ POSTAGE ______________ 3,704 Total: $______________ 21,784 ______________
FACILITIES & MAINTENANCE COST _________________________________________________________ ______________ Description Amount _________________________________________________________ EQUIPMENT AND TOOLS ______________ $ 23,369 _________________________________________________________ REPAIRS AND MAINTENANCE- BUILDING ______________ 67,564 _________________________________________________________ REPAIRS AND MAINTENANCE - EQUIP ______________ 21,134 _________________________________________________________ JANITORIAL SUPPLIES ______________ 5,573 _________________________________________________________ JANITORIAL SERVICES ______________ 14,955 _________________________________________________________ PEST CONTROL AND LAWN CARE ______________ 3,131 _________________________________________________________ TRASH ______________ 9,373 _________________________________________________________ TELEPHONE ______________ 3,361 _________________________________________________________ ELECTRICITY ______________ 42,789 _________________________________________________________ WATER AND SEWER ______________ 7,354 _________________________________________________________ LEASE EQUIPMENT ______________ 19,277 Total: $______________ 217,880 ______________
Overflow Statement _________________________________________________________ ______________ Description Amount _________________________________________________________ PROPERTY INSURANCE ______________ $ 32,318 Total: $______________ 32,318 ______________
OVERFLOW.LD
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
990
Overflow Statement (This page is not filed with the return. It is for your records only.)
Name(s) as shown on return
2024
Page 2
FEIN
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
PRODUCTION COST _________________________________________________________ ______________ Description Amount _________________________________________________________ MAINSTAGE SHOWS SCRIPTS & ROYA $ ______________ 143,199 _________________________________________________________ MAINSTAGE SHOWS SETS & PROPS ______________ 62,265 _________________________________________________________ MAINSTAGE SHOWS LIGHTS & SOUND ______________ 6,091 _________________________________________________________ MAINSTAGE SHOWS COSTUMES ______________ 46,272 _________________________________________________________ PERFORMER EXPENSE REIMBURSEMENT ______________ 13 _________________________________________________________ MAINSTAGE SHOWS MISC ______________ 459 _________________________________________________________ PERFORMER EXPENSE REIMBURSEMENT ______________ 70,093 _________________________________________________________ SPECIAL EVENT EXPENSE ______________ 27,361 _________________________________________________________ UPSTAIRS STAGE EXPENSES ______________ 3,545 _________________________________________________________ GOLDEN APPLE AWARDS ______________ 1,754 Total: $______________ 361,052 ______________
Overflow Statement _________________________________________________________ ______________ Description Amount _________________________________________________________ SUMMER PROGR EXPENSES ______________ $ 16,425 _________________________________________________________ SUMMER PROGR LABOR ______________ 13,075 _________________________________________________________ WINTER/SPRING PROGRAM EXPENSES ______________ 28,122 _________________________________________________________ WINTER SPRING LABOR ______________ 12,900 _________________________________________________________ FELLER SCHOLARSHIP ______________ 2,000 _________________________________________________________ HOSPITALITY ______________ 83,305 _________________________________________________________ MERCHANDISE EXPENSE ______________ 9,473 _________________________________________________________ MOTIVATIONAL MATERIALS ______________ 20,265 _________________________________________________________ GENERAL PROMOTIONS ______________ 115,207 Total: $______________ 300,772 ______________
Overflow Statement _________________________________________________________ ______________ Description Amount _________________________________________________________ BUSINESS LICENSE ______________ $ 1,257 _________________________________________________________ BANK & CREDIT CARD CHARGES ______________ 78,995 _________________________________________________________ SALES TAXES ______________ 14,592 Total: $______________ 94,844 ______________
OTHER LIABILITIES _________________________________________________________ ______________ Description Amount _________________________________________________________ SEASON TICKETS ESCROW $ ______________ 632,315 _________________________________________________________ GIFT CARD LIABILITIES ______________ 20,471 Total: $______________ 652,786 ______________
OVERFLOW.LD
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
990
Overflow Statement (This page is not filed with the return. It is for your records only.)
Name(s) as shown on return
2024
Page 3
FEIN
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
FUNDRAISING EXPENSES _________________________________________________________ ______________ Description Amount _________________________________________________________ PRINTING COST ______________ $ 19,786 _________________________________________________________ TICKET ORDER FEES ______________ 31,096 _________________________________________________________ TRAVEL EXPENSE ______________ 12,614 _________________________________________________________ MISC FUNDRAISING EXPENSE ______________ 167 Total: $______________ 63,663 ______________
OVERFLOW.LD
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Form 990 Worksheet
Schedule A, Line 5 - Excess 2% Limitation Contributors 2024
(This page is not filed with the return. It is for your records only.)
Tax ID Number
Name(s) as shown on return
HENEGAR PERFORMING ARTS CENTER, INC 2% of the amount on Schedule A, Part II, line 11, column (f)
Name
59-2306612
........................................................
85,157
(a)
(b)
(c)
(d)
(e)
(f)
(g)
2020
2021
2022
2023
2024
Total
Excess contributions (col. (f) minus the 2% limitation)
BREVARD COUNTY 25,000 20,000 45,000 BUENA VIDA FOUNDATION __________________________________________________________________________________________________________________________________ 5,000 5,000 __________ TOTAL __________
_____________ _____________
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
* Item is included in UBIA
Depreciation Detail Listing
2024
Program Services
PAGE
for Section 199A calculations. See "UBIA" in lower right corner.
(This page is not filed with the return. It is for your records only.) Social security number/EIN
Name(s) as shown on return
HENEGAR PERFORMING ARTS CENTER, INC No.
Description
1
Date
59-2306612 Cost
Basis
Business
Section
Bonus
Depreciable
Adjustment
percentage
179
depreciation
Basis
Life
Method
Rate
Prior
Current
Accumulated
AMT
Depreciation
Depreciation
Depreciation
Current
1
107 OFFICE FURNITURE 08-26-2022
3,798
100.00
3,798 7
SL
MQ
14.286
3,798
3,798
2
108 VIP MEMBER ROOM F08-26-2022
2,564
100.00
2,564 7
SL
MQ
14.286
2,564
2,564
3
109 BUILDING WIFI UPG08-30-2022
7,499
100.00
7,499 7
SL
MQ
14.286
7,499
4
110 LOBBY FIXTURES
04-28-2023
2,972
100.00
2,972 7
SL
MQ
14.286
2,888
84
2,972
7,499
5
114 DANCE FLOOR REMOD05-21-2023
10,391
100.00
10,391 7
SL
MQ
14.286
10,094
297
10,391
6
114 EXTERIOR WALL UPG05-31-2023
31,500
100.00
31,500 39
SL
MM
2.564
842
808
7
95 WORKSHOP BUILDOUT 06-08-2020
10,167
100.00
10,167 7
SL
HY
14.286
10,167
8
96 FURNISHINGS
06-29-2020
2,733
100.00
2,733 5
SL
HY
20
2,733
2,733
9
97 PROJECTOR
10-31-2020
22,443
100.00
22,443 7
SL
HY
14.286
22,443
22,443
1,650 10,167
10 98 APPLE IMAC PRO
12-17-2020
8,299
100.00
8,299 5
SL
HY
20
8,299
8,299
11 99 CYC LIGHTS
02-17-2021
8,678
100.00
8,678 7
SL
HY
14.286
8,678
8,678
12 100 APARTMENT BUILDOU07-01-2020
107,800
100.00
107,800 15
SL
HY
6.667
107,800
13 102 STAGE TRUSS SYSTE06-01-2021
55,610
100.00
55,610 7
SL
HY
14.286
29,507
14 1 LIGHTING EQUIPMENT 10-16-2017
28,166
100.00
28,166 7
SL
HY
14.286
28,166
28,166
15 2 FURNITURE & EQUIPME03-31-1999
14,900
100.00
14,900 5
SL
HY
0
14,900
14,900
16 3 ARTWORK
09-05-2000
5,000
100.00
5,000 5
SL
HY
0
5,000
5,000
17 4 SETS & DROPS
05-20-2000
10,000
100.00
10,000 5
SL
HY
0
10,000
10,000
18 5 FURNITURE & EQUIPME04-01-2001
11,175
100.00
11,175 7
SL
HY
0
11,175
11,175
19 6 SETS & COSTUMES
04-01-2001
32,000
100.00
32,000 7
SL
HY
0
32,000
32,000
20 7 PARKING LOT REPAIR 09-30-2002
42,650
100.00
42,650 15
SL
HY
0
42,650
21 8 BUILDING IMPROVEMEN01-05-2003
20,000
100.00
20,000 39
SL
MM
2.564
10,962
513
22 9 BUILDING IMPROVEMEN05-23-2003
4,023
100.00
4,023 39
SL
MM
2.564
2,170
103
23 12 FIRE ALARM SYSTEM 08-01-2006
15,828
100.00
15,828 7
SL
HY
0
15,828
24 13 TON AC UNIT 20
107,800 7,944
37,451
42,650 11,475 2,273 15,828
09-18-2006
4,000
100.00
4,000 7
SL
HY
0
25 15 BUILDING IMPROVEME09-03-2006
258,437
100.00
258,437 39
SL
MM
2.564
110,445
4,000 6,627
117,072
26 16 BUILDING IMPROVEME09-30-2006
24,872
100.00
24,872 39
SL
MM
2.564
10,630
638
11,268
27 17 BUILDING IMPROVEME09-30-2006
350
100.00
350 39
SL
MM
2.564
150
9
SL
HY
0
2,360
28 20 LIGHTING BOARD
04-29-2010
2,360
100.00
2,360 5
29 21 ROOF REPLACEMENT
04-02-2012
129,085
100.00
129,085 39
SL
MM
2.564
40,684
30 22 SELF STANDING SIGN12-12-2011
1,621
100.00
1,621 7
SL
HY
0
1,621
4,000
159 2,360
3,310
43,994 1,621
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
* Item is included in UBIA
Depreciation Detail Listing
2024
Program Services
PAGE
for Section 199A calculations. See "UBIA" in lower right corner.
(This page is not filed with the return. It is for your records only.) Social security number/EIN
Name(s) as shown on return
HENEGAR PERFORMING ARTS CENTER, INC No.
Description
2
Date
59-2306612 Cost
Basis
Business
Section
Bonus
Depreciable
Adjustment
percentage
179
depreciation
Basis
Life
Method
Rate
Prior
Current
Accumulated
AMT
Depreciation
Depreciation
Depreciation
Current
31 23 STAGE CARPET
12-26-2011
300
100.00
300 5
SL
HY
0
300
300
32 24 LIGHTS GEARSOL
02-28-2012
1,138
100.00
1,138 7
SL
HY
0
1,138
1,138
33 25 LIGHTING FIXTURES 04-30-2012 34 26 TEMPERED HARD
08-24-2012
645
100.00
645 7
SL
HY
0
645
645
1,392
100.00
1,392 7
SL
HY
0
1,392
1,392
35 28 FENCE
05-19-2012
416
100.00
416 7
SL
HY
0
416
416
36 29 CYC LIGHT IN OR
05-06-2012
1,108
100.00
1,108 7
SL
HY
0
1,108
1,108
37 30 AC UNIT STRAW
06-13-2012
1,518
100.00
1,518 7
SL
HY
0
1,518
1,518
38 31 AC 5 TON UNIT
07-25-2012
4,962
100.00
4,962 7
SL
HY
0
4,962
4,962
39 32 CYC LIGHTS
07-23-2012
489
100.00
489 7
SL
HY
0
489
489
40 33 AIR HANDLER
08-07-2012
2,028
100.00
2,028 7
SL
HY
0
2,028
2,028
41 34 DIGITAL SOUND BOAR08-22-2012
10,291
10,291
100.00
10,291 5
SL
HY
0
10,291
42 35 LIGHT JOCKEY
04-16-2012
500
100.00
500 7
SL
HY
0
500
500
43 36 AC UNIT STRAW
09-14-2012
1,188
100.00
1,188 7
SL
HY
0
1,188
1,188
44 40 WIRELESS INTERCOM 10-17-2012
525
100.00
525 5
SL
HY
0
7,843
100.00
7,843 39
SL
MM
2.564
11-21-2012
699
100.00
699 7
SL
HY
0
699
699
11-15-2012
2,754
100.00
2,754 7
SL
HY
0
2,754
2,754
45 41 ROOF WARRANTY
10-30-2012
46 42 PIANO KEYBOARD 47 43 BLIZZARD LIGHTS
525 2,337
525 201
2,538
48 44 MARLEY FLOOR
01-24-2013
3,153
100.00
3,153 7
SL
HY
0
3,153
3,153
49 45 STUCCO
06-13-2013
3,350
100.00
3,350 10
SL
HY
0
3,350
3,350 1,012
50 46 CUTAIN
06-13-2013
1,012
100.00
1,012 7
SL
HY
0
1,012
51 47 BACK DROP
06-13-2013
801
100.00
801 7
SL
HY
0
801
801
52 48 AC DANCE STUDIO
07-10-2013
3,751
100.00
3,751 7
SL
HY
0
3,751
3,751
53 49 STAGE RISER
08-12-2013
12,199
100.00
12,199 7
SL
HY
0
12,199
54 50 BUILDING PAINTING 09-15-2013
31,116
100.00
31,116 15
SL
HY
6.667
29,194
1,922
31,116
55 51 BUILDING IMPROVEME04-01-2013
52,974
100.00
52,974 15
SL
MQ
6.667
49,910
3,064
52,974
56 52 AC UNIT EAST
11-15-2013
7,800
100.00
7,800 7
SL
HY
0
7,800
7,800
57 53 AC UNIT WEST
02-24-2014
5,019
100.00
5,019 7
SL
HY
0
5,019
5,019
58 54 THEATER LIGHT
11-22-2013
3,000
100.00
3,000 7
SL
HY
0
3,000
3,000
59 55 BOX OFFICE COMPUTE12-21-2013
639
100.00
639 7
SL
HY
0
639
639
4,300
100.00
4,300 7
SL
HY
0
4,300
4,300
60 56 UPSTAIRS TRUSSES
02-19-2014
12,199
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
* Item is included in UBIA
Depreciation Detail Listing
2024
Program Services
PAGE
for Section 199A calculations. See "UBIA" in lower right corner.
(This page is not filed with the return. It is for your records only.) Social security number/EIN
Name(s) as shown on return
HENEGAR PERFORMING ARTS CENTER, INC No.
Description
3
Date
59-2306612 Cost
Basis
Business
Section
Bonus
Depreciable
Adjustment
percentage
179
depreciation
Basis
Life
Method
Rate
Prior
Current
Accumulated
AMT
Depreciation
Depreciation
Depreciation
Current
61 57 ADDITIONAL AC UNIT05-29-2014
5,500
100.00
5,500 7
SL
HY
0
5,500
62 58 THEATER REWIRE
08-11-2015
2,550
100.00
2,550 7
SL
HY
0
2,550
5,500 2,550
63 59 SPEAKERS
12-01-2014
3,414
100.00
3,414 7
SL
HY
0
3,414
3,414
64 60 SOUND EQUIPMENT
12-18-2014
3,159
100.00
3,159 7
SL
HY
0
3,159
65 61 BUILDING IMPROVEME08-05-2016
4,180
100.00
4,180 39
SL
MM
2.564
2,776
107
2,883
106
2,851
3,159
66 62 HYNESLINE
09-08-2016
4,141
100.00
4,141 39
SL
MM
2.564
2,745
67 63 STACKING CHAIRS
06-01-2016
2,760
100.00
2,760 7
SL
HY
0
2,760
2,760
INTERIOR FLOORING09-24-2016
30,147
100.00
30,147 7
SL
HY
0
30,147
30,147
68 64
69 65 FLOORING
04-16-2016
28,248
100.00
28,248 7
SL
HY
0
28,248
28,248
70 66 SIGN
06-16-2016
22,415
100.00
22,415 7
SL
HY
0
22,415
22,415
71 67 NEW FLOORING
11-17-2016
1,756
100.00
1,756 15
SL
HY
6.667
72 68 FRENCH DOOR
12-15-2016
2,236
100.00
2,236 7
SL
HY
0
783
117
2,236
73 69 AC UNIT
02-17-2017
4,280
100.00
4,280 7
SL
HY
0
4,280
74 70 PARKING LOT
06-14-2017
172,842
100.00
172,842 15
SL
HY
6.667
89,297
75 71 HEMP SYSTEM
900 2,236 4,280
11,523
100,820
02-02-2017
4,535
100.00
4,535 7
SL
HY
0
4,535
76 72 BUILDING IMPROVEME09-30-1986
4,909
100.00
4,909 40
SL
HY
2.5
4,787
122
4,909
77 73 BUILDING IMPROVEME09-30-1987
144,507
100.00
144,507 40
SL
MM
2.5
134,272
3,613
137,885
78 74 BUILDING IMPROVEME09-30-1988
166,632
100.00
166,632 40
SL
MM
2.5
150,663
4,166
154,829
79 75 BUILDING IMPROVEME09-30-1989
266,638
100.00
266,638 40
SL
MM
2.5
234,419
6,666
241,085
80 76 BUILDING IMPROVEME09-30-1990
46,067
100.00
46,067 40
SL
MM
2.5
39,350
1,152
40,502
81 77 BUILDING IMPROVEME09-30-1991
823,509
100.00
823,509 40
SL
MM
2.5
672,533
20,588
693,121
82 78 BUILDING IMPROVEME09-30-1992
113,187
100.00
113,187 40
SL
MM
2.5
91,022
2,830
93,852
83 79 BUILDING IMPROVEME09-30-1993
94,128
100.00
94,128 40
SL
MM
2.5
70,988
2,353
73,341
84 80 BUILDING IMPROVEME12-31-1995
48,145
100.00
48,145 39
SL
MM
2.564
35,130
1,234
36,364
85 81 BUILDING IMPROVEME03-31-1997
322,123
100.00
322,123 39
SL
MM
2.564
224,729
8,260
232,989
86 82 BUILDING IMPROVEME03-31-1999
159,969
100.00
159,969 39
SL
MM
2.564
103,398
4,102
107,500
87 83 BUILDING IMPROVEME03-31-1999
11,500
100.00
11,500 39
SL
MM
2.564
7,434
295
7,729
88 84 BUILDING IMPROVEME03-31-2000
136,849
100.00
136,849 39
SL
MM
2.564
84,946
3,509
88,455
15,850
561,355
89 85 BUILDING IMPROVEME01-01-1985
33,657
100.00
33,657 35
SL
HY
0
33,657
90 86 BUILDING
634,000
100.00
634,000 40
SL
MM
2.5
545,505
01-01-1990
4,535
33,657
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
* Item is included in UBIA
Depreciation Detail Listing
2024
Program Services
PAGE
for Section 199A calculations. See "UBIA" in lower right corner.
(This page is not filed with the return. It is for your records only.) Social security number/EIN
Name(s) as shown on return
HENEGAR PERFORMING ARTS CENTER, INC No.
Description
91 87 LAND
4
Date
01-01-1990
59-2306612 Cost
Basis
Business
Section
Bonus
Depreciable
Adjustment
percentage
179
depreciation
Basis
246,000 246,000 100.00
Life
Method
Rate
0 0
Prior
Current
Accumulated
AMT
Depreciation
Depreciation
Depreciation
Current
0
92 88 BUILDING IMPROVEME09-30-1993
159,471
100.00
159,471 40
SL
MM
2.5
124,254
3,987
93 89 BUILDING IMPROVEME06-01-2019
191,481
100.00
191,481 39
SL
MM
2.564
21,483
4,910
128,241 26,393
94 90 HVAC UPSTAIRS
02-29-2020
12,996
100.00
12,996 7
SL
HY
14.286
10,794
1,857
12,651
95 91 THEATER FIXTURES
06-01-2019
55,909
100.00
55,909 7
SL
HY
14.286
46,432
7,987
54,419
96 92 SOUND EQUIPMENT
06-30-2019
32,508
100.00
32,508 7
SL
HY
14.286
26,998
4,644
31,642
97 93 OFFICE EQUIPMENT
10-24-2019
5,032
100.00
5,032 7
SL
HY
14.286
4,179
719
4,898
98 94 ICE MAKER
07-15-2019
2,473
100.00
2,473 7
SL
HY
14.286
2,053
353
2,406
99 101 BALCONY REMODEL
07-01-2021
149,985
100.00
149,985 39
SL
MM
2.564
11,217
3,846
15,063
100103 LOBBY RESTROOM RE08-26-2022
467,093
100.00
467,093 39
SL
MM
2.564
20,960
11,977
32,937
101104 OFFICE REMODEL
08-26-2022
25,396
100.00
25,396 39
SL
MM
2.564
1,139
651
1,790
102105 STRUCTURAL BEAM I08-26-2022
172,275
100.00
172,275 39
SL
MM
2.564
7,730
4,417
12,147
08-26-2022
1,456
100.00
1,456 39
SL
MM
2.564
65
37
102
104111 REPLACEMENT WINDO04-28-2023
103106 VIP MEMBER ROOM
80,000
100.00
80,000 39
SL
MM
2.564
2,222
2,051
4,273
105112 LOBBY RENOVATION 04-28-2023
389,536
100.00
389,536 39
SL
MM
2.564
10,820
9,988
20,808
106BUILDING IMPPROVEMENT06-30-2023
378,736
100.00
378,736 39
SL
MM
2.564
9,306
9,711
19,017
107BLDG IMPORVEMNT CONST09-01-2024
177,996
100.00
177,996 15
SL
HY
3.333
108EQUIPMENT FURNISHING 06-30-2023
107,760
100.00
107,760 7
200 DB HY
24.49
109EQUIPMENT BLACKBOX
21,552
5,933
5,933
26,390
47,942
09-01-2024
323,209
100.00
323,209 5
SL
HY
10
32,321
32,321
110EQUIPMENT & FURNISHIN05-31-2025
125,969
100.00
125,969 7
SL
HY
7.143
8,998
8,998
111LOBBY & SHOP DOOR- HO05-01-2025
30,454
100.00
30,454 15
SL
HY
3.333
1,015
1,015
112BLACKBOX THEATRE EQUI09-01-2024
3,397
100.00
3,397 7
SL
HY
7.143
243
243
113SECURITY SYSTEM- EQP 05-01-2025
18,587
100.00
18,587 7
SL
HY
7.143
1,328
1,328
Totals Land Amount Net Depreciable Cost
7,501,533 7,501,533
7,255,533
3,675,353
CY 179 and CY Bonus TOTAL CY Depr including 179/bonus
255,476 3,930,829 255,476
ST ADJ:
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Next Year's Depreciation Worksheet
2024
(This page is not filed with the return. It is for your records only.) Name(s) as shown on return
Tax ID Number
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Form
Multi-Form
Description
Date
PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
107 OFFICE FURNITURE 108 VIP MEMBER ROOM FURN 109 BUILDING WIFI UPGRAD 110 LOBBY FIXTURES 114 DANCE FLOOR REMODEL 114 EXTERIOR WALL UPGRAD 95 WORKSHOP BUILDOUT 96 FURNISHINGS 97 PROJECTOR 98 APPLE IMAC PRO 99 CYC LIGHTS 100 APARTMENT BUILDOUT 102 STAGE TRUSS SYSTEM 1 LIGHTING EQUIPMENT 2 FURNITURE & EQUIPMEN 3 ARTWORK 4 SETS & DROPS 5 FURNITURE & EQUIPMENT 6 SETS & COSTUMES 7 PARKING LOT REPAIR 8 BUILDING IMPROVEMENTS 9 BUILDING IMPROVEMENTS 12 FIRE ALARM SYSTEM 13 TON AC UNIT 20 15 BUILDING IMPROVEMENTS 16 BUILDING IMPROVEMENTS 17 BUILDING IMPROVEMENTS 20 LIGHTING BOARD 21 ROOF REPLACEMENT 22 SELF STANDING SIGN 23 STAGE CARPET 24 LIGHTS GEARSOL 25 LIGHTING FIXTURES 26 TEMPERED HARD 28 FENCE 29 CYC LIGHT IN OR 30 AC UNIT STRAW 31 AC 5 TON UNIT 32 CYC LIGHTS 33 AIR HANDLER 34 DIGITAL SOUND BOARD 35 LIGHT JOCKEY 36 AC UNIT STRAW 40 WIRELESS INTERCOM 41 ROOF WARRANTY 42 PIANO KEYBOARD 43 BLIZZARD LIGHTS 44 MARLEY FLOOR 45 STUCCO 46 CUTAIN 47 BACK DROP 48 AC DANCE STUDIO
08-26-2022 08-26-2022 08-30-2022 04-28-2023 05-21-2023 05-31-2023 06-08-2020 06-29-2020 10-31-2020 12-17-2020 02-17-2021 07-01-2020 06-01-2021 10-16-2017 03-31-1999 09-05-2000 05-20-2000 04-01-2001 04-01-2001 09-30-2002 01-05-2003 05-23-2003 08-01-2006 09-18-2006 09-03-2006 09-30-2006 09-30-2006 04-29-2010 04-02-2012 12-12-2011 12-26-2011 02-28-2012 04-30-2012 08-24-2012 05-19-2012 05-06-2012 06-13-2012 07-25-2012 07-23-2012 08-07-2012 08-22-2012 04-16-2012 09-14-2012 10-17-2012 10-30-2012 11-21-2012 11-15-2012 01-24-2013 06-13-2013 06-13-2013 06-13-2013 07-10-2013
Basis
Method
3,798 2,564 7,499 2,972 10,391 31,500 10,167 2,733 22,443 8,299 8,678 107,800 55,610 28,166 14,900 5,000 10,000 11,175 32,000 42,650 20,000 4,023 15,828 4,000 258,437 24,872 350 2,360 129,085 1,621 300 1,138 645 1,392 416 1,108 1,518 4,962 489 2,028 10,291 500 1,188 525 7,843 699 2,754 3,153 3,350 1,012 801 3,751
SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL
Life
MQ 7 MQ 7 MQ 7 MQ 7 MQ 7 MM 39 HY 7 HY 5 HY 7 HY 5 HY 7 HY 15 HY 7 HY 7 HY 5 HY 5 HY 5 HY 7 HY 7 HY 15 MM 39 MM 39 HY 7 HY 7 MM 39 MM 39 MM 39 HY 5 MM 39 HY 7 HY 5 HY 7 HY 7 HY 7 HY 7 HY 7 HY 7 HY 7 HY 7 HY 7 HY 5 HY 7 HY 7 HY 5 MM 39 HY 7 HY 7 HY 7 HY 10 HY 7 HY 7 HY 7
Deduction
808
7,944
513 103
6,627 638 9 3,310
201
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Next Year's Depreciation Worksheet
2024
(This page is not filed with the return. It is for your records only.) Name(s) as shown on return
Tax ID Number
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Form
Multi-Form
Description
Date
PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG PRG
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
49 STAGE RISER 50 BUILDING PAINTING 51 BUILDING IMPROVEMENTS 52 AC UNIT EAST 53 AC UNIT WEST 54 THEATER LIGHT 55 BOX OFFICE COMPUTER 56 UPSTAIRS TRUSSES 57 ADDITIONAL AC UNIT 58 THEATER REWIRE 59 SPEAKERS 60 SOUND EQUIPMENT 61 BUILDING IMPROVEMENTS 62 HYNESLINE 63 STACKING CHAIRS 64 INTERIOR FLOORING 65 FLOORING 66 SIGN 67 NEW FLOORING 68 FRENCH DOOR 69 AC UNIT 70 PARKING LOT 71 HEMP SYSTEM 72 BUILDING IMPROVEMENTS 73 BUILDING IMPROVEMENTS 74 BUILDING IMPROVEMENTS 75 BUILDING IMPROVEMENTS 76 BUILDING IMPROVEMENTS 77 BUILDING IMPROVEMENTS 78 BUILDING IMPROVEMENTS 79 BUILDING IMPROVEMENTS 80 BUILDING IMPROVEMENTS 81 BUILDING IMPROVEMENTS 82 BUILDING IMPROVEMENTS 83 BUILDING IMPROVEMENTS 84 BUILDING IMPROVEMENTS 85 BUILDING IMPROVEMENTS 86 BUILDING 87 LAND 88 BUILDING IMPROVEMENTS 89 BUILDING IMPROVEMENTS 90 HVAC UPSTAIRS 91 THEATER FIXTURES 92 SOUND EQUIPMENT 93 OFFICE EQUIPMENT 94 ICE MAKER 101 BALCONY REMODEL 103 LOBBY RESTROOM REMOD 104 OFFICE REMODEL 105 STRUCTURAL BEAM IMPR 106 VIP MEMBER ROOM 111 REPLACEMENT WINDOWS
08-12-2013 09-15-2013 04-01-2013 11-15-2013 02-24-2014 11-22-2013 12-21-2013 02-19-2014 05-29-2014 08-11-2015 12-01-2014 12-18-2014 08-05-2016 09-08-2016 06-01-2016 09-24-2016 04-16-2016 06-16-2016 11-17-2016 12-15-2016 02-17-2017 06-14-2017 02-02-2017 09-30-1986 09-30-1987 09-30-1988 09-30-1989 09-30-1990 09-30-1991 09-30-1992 09-30-1993 12-31-1995 03-31-1997 03-31-1999 03-31-1999 03-31-2000 01-01-1985 01-01-1990 01-01-1990 09-30-1993 06-01-2019 02-29-2020 06-01-2019 06-30-2019 10-24-2019 07-15-2019 07-01-2021 08-26-2022 08-26-2022 08-26-2022 08-26-2022 04-28-2023
Basis
Method
12,199 31,116 52,974 7,800 5,019 3,000 639 4,300 5,500 2,550 3,414 3,159 4,180 4,141 2,760 30,147 28,248 22,415 1,756 2,236 4,280 172,842 4,535 4,909 144,507 166,632 266,638 46,067 823,509 113,187 94,128 48,145 322,123 159,969 11,500 136,849 33,657 634,000
SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL SL
159,471 191,481 12,996 55,909 32,508 5,032 2,473 149,985 467,093 25,396 172,275 1,456 80,000
SL SL SL SL SL SL SL SL SL SL SL SL SL
Life
HY 7 HY 15 MQ 15 HY 7 HY 7 HY 7 HY 7 HY 7 HY 7 HY 7 HY 7 HY 7 MM 39 MM 39 HY 7 HY 7 HY 7 HY 7 HY 15 HY 7 HY 7 HY 15 HY 7 HY 40 MM 40 MM 40 MM 40 MM 40 MM 40 MM 40 MM 40 MM 39 MM 39 MM 39 MM 39 MM 39 HY 35 MM 40 0 MM 40 MM 39 HY 7 HY 7 HY 7 HY 7 HY 7 MM 39 MM 39 MM 39 MM 39 MM 39 MM 39
Deduction
107 106
117
11,523
3,613 4,166 6,666 1,152 20,588 2,830 2,353 1,234 8,260 4,102 295 3,509 15,850 3,987 4,910 345 1,490 866 134 67 3,846 11,977 651 4,417 37 2,051
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Next Year's Depreciation Worksheet
2024
(This page is not filed with the return. It is for your records only.) Name(s) as shown on return
Tax ID Number
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Form
Multi-Form
Description
Date
PRG PRG PRG PRG PRG PRG PRG PRG PRG
1 1 1 1 1 1 1 1 1
112 LOBBY RENOVATION BUILDING IMPPROVEMENT BLDG IMPORVEMNT CONSTRUC EQUIPMENT FURNISHING EQUIPMENT BLACKBOX EQUIPMENT & FURNISHING LOBBY & SHOP DOOR- HOME BLACKBOX THEATRE EQUIPME SECURITY SYSTEM- EQP
04-28-2023 06-30-2023 09-01-2024 06-30-2023 09-01-2024 05-31-2025 05-01-2025 09-01-2024 05-01-2025
TOTAL
Basis
Method
389,536 378,736 177,996 107,760 323,209 125,969 30,454 3,397 18,587
Life
SL MM 39 SL MM 39 SL HY 15 200 DBHY 7 SL HY 5 SL HY 7 SL HY 15 SL HY 7 SL HY 7
Deduction
9,988 9,711 11,866 18,847 64,642 17,996 2,030 485 2,655 279,622
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
BLUE FOX GROUP INC 2542 WOODFIELD CIR Melbourne, FL 32904 ADMIN@YOURBLUEFOX.COM Phone: (321)233-3311 | Fax: (321)821-0239
August 07, 2025 Henegar Performing Arts Center, Inc The Henegar Center For The Arts 625 East New Haven Ave Melbourne, FL 32901 Henegar Performing Arts Center, Inc: Enclosed is a copy of 2024 Form 8868, Federal Application for Extension of Time To File an Exempt Organization Return, prepared for Henegar Performing Arts Center, Inc. This form will be e-filed with the IRS. Henegar Performing Arts Center, Inc will not be notified upon approval of an initial extension. The IRS will send notification only if the request for extension is denied. Thank you for the opportunity to be of service. For further assistance with your tax return needs, contact our office at (321)233-3311. Sincerely,
Sam Pewu, EA BLUE FOX GROUP INC
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Form
IRS E-file Signature Authorization for a Tax Exempt Entity
8879-TE
For calendar year 2024, or fiscal year beginning
OMB No. 1545-0047
06-01 , 2024, and ending
05-31 , 2025
2024
Do not send to the IRS. Keep for your records. Go to www.irs.gov/Form8879TE for the latest information.
Department of the Treasury Internal Revenue Service Name of filer
EIN or SSN
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Name and title of officer or person subject to tax
DOUG LEBO, PRESIDENT
Part I
Type of Return and Return Information
Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038-CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line 1a, 2a, 3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I.
..... ... .. 3a 4a Form 990-PF check here . . . 5a Form 8868 check here . . . . X 6a Form 990-T check here . . . . 7a Form 4720 check here . . . . 8a Form 5227 check here . . . . 9a Form 5330 check here . . . . 10a Form 8038-CP check here . . . 1a
Form 990 check here
2a
Form 990-EZ check here Form 1120-POL check here
Part II
. . . . . . 1b . . . . . . . . . . . . . . . 2b b Total tax (Form 1120-POL, line 22) . . . . . . . . . . . . . . . . . . . 3b b Tax based on investment income (Form 990-PF, Part V, line 5) . . . . . 4b b Balance due (Form 8868, line 3c) . . . . . . . . . . . . . . . . . . . . 5b b Total tax (Form 990-T, Part III, line 4) . . . . . . . . . . . . . . . . . . 6b b Total tax (Form 4720, Part III, line 1) . . . . . . . . . . . . . . . . . . . 7b . . . . . . . . . 8b b FMV of assets at end of tax year (Form 5227, Item D) b Tax due (Form 5330, Part II, line 19) . . . . . . . . . . . . . . . . . . . 9b . 10b b Amount of credit payment requested (Form 8038-CP, Part III, line 22) b Total revenue, if any (Form 990, Part VIII, column (A), line 12) b Total revenue, if any (Form 990-EZ, line 9)
0
Declaration and Signature Authorization of Officer or Person Subject to Tax
Under penalties of perjury, I declare that
I am an officer of the above entity or
of entity)
I am a person subject to tax with respect to (name
, (EIN)
and that I have examined a copy of the
2024 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal. PIN: check one box only
X I authorize
BLUE FOX GROUP INC
to enter my PIN
ERO firm name
19993
as my signature
Enter five numbers, but do not enter all zeros
on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return’s disclosure consent screen. As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return’s disclosure consent screen. Signature of officer or person subject to tax
Part III
Date
Certification and Authentication
ERO’s EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.
598380
08-07-2025
19993 Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature on the 2024 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO's signature
Date
08-07-2025
ERO Must Retain This Form - See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So For Privacy Act and Paperwork Reduction Act Notice, see the instructions. EEA
Form 8879-TE (2024)
Docusign Envelope ID: B072B728-6965-4A4A-8486-CF1AABF98989
Form
IRS E-file Signature Authorization for a Tax Exempt Entity
8879-TE
For calendar year 2024, or fiscal year beginning
OMB No. 1545-0047
06-01 , 2024, and ending
05-31 , 2025
2024
Do not send to the IRS. Keep for your records. Go to www.irs.gov/Form8879TE for the latest information.
Department of the Treasury Internal Revenue Service Name of filer
EIN or SSN
HENEGAR PERFORMING ARTS CENTER, INC
59-2306612
Name and title of officer or person subject to tax
DOUG LEBO, PRESIDENT
Part I
Type of Return and Return Information
Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038-CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line 1a, 2a, 3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I.
..... X ... .. 3a 4a Form 990-PF check here . . . 5a Form 8868 check here . . . . 6a Form 990-T check here . . . . 7a Form 4720 check here . . . . 8a Form 5227 check here . . . . 9a Form 5330 check here . . . . 10a Form 8038-CP check here . . . 1a
Form 990 check here
2a
Form 990-EZ check here Form 1120-POL check here
Part II
. . . . . . 1b . . . . . . . . . . . . . . . 2b b Total tax (Form 1120-POL, line 22) . . . . . . . . . . . . . . . . . . . 3b b Tax based on investment income (Form 990-PF, Part V, line 5) . . . . . 4b b Balance due (Form 8868, line 3c) . . . . . . . . . . . . . . . . . . . . 5b b Total tax (Form 990-T, Part III, line 4) . . . . . . . . . . . . . . . . . . 6b b Total tax (Form 4720, Part III, line 1) . . . . . . . . . . . . . . . . . . . 7b . . . . . . . . . 8b b FMV of assets at end of tax year (Form 5227, Item D) b Tax due (Form 5330, Part II, line 19) . . . . . . . . . . . . . . . . . . . 9b . 10b b Amount of credit payment requested (Form 8038-CP, Part III, line 22) b Total revenue, if any (Form 990, Part VIII, column (A), line 12) b Total revenue, if any (Form 990-EZ, line 9)
2,177,504
Declaration and Signature Authorization of Officer or Person Subject to Tax
Under penalties of perjury, I declare that
I am an officer of the above entity or
of entity)
I am a person subject to tax with respect to (name
, (EIN)
and that I have examined a copy of the
2024 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal. PIN: check one box only
X I authorize
BLUE FOX GROUP INC
to enter my PIN
ERO firm name
19993
as my signature
Enter five numbers, but do not enter all zeros
on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return’s disclosure consent screen. As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return’s disclosure consent screen. Signature of officer or person subject to tax
Part III
Date
Certification and Authentication
ERO’s EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.
598380
08-07-2025
19993 Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature on the 2024 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO's signature
Date
08-07-2025
ERO Must Retain This Form - See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So For Privacy Act and Paperwork Reduction Act Notice, see the instructions. EEA
Form 8879-TE (2024)
6/10/26, 10:13 AM
Detail by Entity Name Division of Corporations
Florida Department of State
Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name Florida Not For Profit Corporation HENEGAR PERFORMING ARTS CENTER, INC. Filing Information
Document Number
768558
FEI/EIN Number
59-2306612
Date Filed
05/20/1983
State
FL
Status
ACTIVE
Last Event
NAME CHANGE AMENDMENT
Event Date Filed
08/16/2024
Event Effective Date
NONE
Principal Address
625 E. NEW HAVEN AVE. MELBOURNE, FL 32901 Changed: 02/25/1994 Mailing Address
625 E. NEW HAVEN AVE. MELBOURNE, FL 32901 Changed: 04/22/2011 Registered Agent Name & Address
Del Brocco, Dominic A 625 E. NEW HAVEN AVE. MELBOURNE, FL 32901 Name Changed: 07/30/2021 Address Changed: 12/08/2016 Officer/Director Detail
Name & Address Title Secretary
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=HENEGA…
1/3
6/10/26, 10:13 AM
Detail by Entity Name
HUFF, STEVE 625 E. NEW HAVEN AVE. MELBOURNE, FL 32901 Title VP DeRoche, Mike 625 E. NEW HAVEN AVE. MELBOURNE, FL 32901 Title President Lebo, Doug 625 E. NEW HAVEN AVE. MELBOURNE, FL 32901 Title Treasurer Riippa, Nick 625 E. NEW HAVEN AVE. MELBOURNE, FL 32901 Annual Reports
Report Year
Filed Date
2024
02/10/2024
2025
02/06/2025
2026
03/24/2026
Document Images 03/24/2026 -- ANNUAL REPORT
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02/06/2025 -- ANNUAL REPORT
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08/16/2024 -- Name Change
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02/10/2024 -- ANNUAL REPORT
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01/21/2023 -- ANNUAL REPORT
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01/23/2022 -- ANNUAL REPORT
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07/30/2021 -- ANNUAL REPORT
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03/18/2020 -- ANNUAL REPORT
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06/25/2019 -- AMENDED ANNUAL REPORT
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02/04/2019 -- ANNUAL REPORT
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02/08/2018 -- ANNUAL REPORT
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01/11/2017 -- ANNUAL REPORT
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12/12/2016 -- Amendment
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12/08/2016 -- AMENDED ANNUAL REPORT
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04/27/2016 -- ANNUAL REPORT
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04/27/2015 -- ANNUAL REPORT
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03/16/2012 -- ANNUAL REPORT
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https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=HENEGA…
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6/10/26, 10:13 AM
Detail by Entity Name
05/05/2011 -- ANNUAL REPORT
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04/22/2011 -- ANNUAL REPORT
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05/30/1997 -- ANNUAL REPORT
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04/25/1995 -- ANNUAL REPORT
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Florida Department of State, Division of Corporations
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=HENEGA…
3/3
W-9
Form (Rev. March 2024) Department of the Treasury Internal Revenue Service
Request for Taxpayer Identification Number and Certification
Give form to the requester. Do not send to the IRS.
Go to www.irs.gov/FormW9 for instructions and the latest information.
Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below. 1
Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner’s name on line 1, and enter the business/disregarded entity’s name on line 2.)
Henegar Performing Arts Center, Inc 2
Business name/disregarded entity name, if different from above.
Print or type. See Specific Instructions on page 3.
Brevard Regional Arts Groups, Inc 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check only one of the following seven boxes. Individual/sole proprietor
✔
C corporation
S corporation
Partnership
4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3):
Trust/estate
Exempt payee code (if any)
LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership) . . . . Note: Check the “LLC” box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate box for the tax classification of its owner.
Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code (if any)
Other (see instructions) 3b If on line 3a you checked “Partnership” or “Trust/estate,” or checked “LLC” and entered “P” as its tax classification, and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, check this box if you have any foreign partners, owners, or beneficiaries. See instructions . . . . . . . . . 5
Address (number, street, and apt. or suite no.). See instructions.
(Applies to accounts maintained outside the United States.)
Requester’s name and address (optional)
625 E New Haven Ave 6
City, state, and ZIP code
Melbourne, FL 32901 7
Part I
List account number(s) here (optional)
Taxpayer Identification Number (TIN) Social security number
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.
–
or Employer identification number
Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter.
Part II
–
5
9
–
2
3
0
6
6
1 2
Certification
Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.
Sign Here
Signature of U.S. person
Date
General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.
What’s New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the “LLC” box and enter its appropriate tax classification. Cat. No. 10231X
4/3/2025
New line 3b has been added to this form. A flow-through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow-through entity in which it has an ownership interest. This change is intended to provide a flow-through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065).
Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS is giving you this form because they Form W-9 (Rev. 3-2024)
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
2026-2027 projection
2025-2026 actuals
Difference
Income
2026-2027 projection
2025-2026 actuals
Difference -$132,649.00 - $12,400.00
Production Cost
$336,930.00
$373,517.00
-$36,587.00
Box Office Sales
$1,525,240.00
$1,657,889.00
Administrative Cost
$218,316.00
$282,719.00
-$64,403.00
Memberships
$135,000.00
$147,400.00
Labor Cost
$617,025.00
$721,674.00
-$104,649.00 Fundraising
$26,400.00
$142,658.00
-
Educational Program Expense
$95,372.00
$59,666.00
$35,706.00
$188,580.00
$218,616.00
-
Facilities & Maint.
$195,500.00
$370,146.00 -$174,646.00
$0.00
$0.00
$0.00 $0.00
$1,463,143.00
$0.00 $1,807,722.00 -$344,579.00
$587,054.00
$357,072.00 $229,982.00
Subtotal Other Expenses Remaining Expenses
Educational Outreach
$116,258.00 $30,036.00
$0.00 $0.00 $0.00
$0.00 $0.00
$0.00 -$291,343.00 -$167,805.00
Subtotal Income Income Sponsors
$1,875,220.00
$2,166,563.00
$27,500.00
$195,305.00
$0.00
Income Other
$198,000.00
$250,781.00
$0.00
TDC grant funding
$17,500.00
$17,500.00
-$52,781.00 $0.00
$0.00
Total Income
$2,118,220.00
$2,630,149.00
-$511,929.00
Total Expenses Paid
$2,100,197.00
$2,274,953.00
-$174,756.00
$18,003.00
$355,196.00
-$337,193.00
$0.00 $0.00 $0.00
$0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$587,054.00
$357,072.00
$0.00 $229,982.00 Profit/Loss
Brevard Marketing
$40,000.00
$85,159.00
-$45,159.00
Out-Of-County Marketing
$10,000.00
$25,000.00
-$15,000.00 $0.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses
$50,000.00
Total Expenses 2026-2027
$2,100,197.00
$110,159.00 $2,274,953.00
-$60,159.00 -$174,756.00
.
Updated: 6/16/2026
Valiant Air Command
Return to Table of Contents
For TDO use: PROJECT #4
FIORIDA
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
Office
s I
Program
checklist
Organization:
o-rganization
Support
Valiant
Air
year-round
Command,
Inc.
programming?
NO
Applicant
Event
Name:
Yes 1.
Completed
2.
Copy
No
Comment
X
application
ri
of IRS ArticLes
Incorporation 3.
Copy
of
.,J@ k
- (if applicable)
of IRS Determination
letter
y
- (if applicabLe) 4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
X' X
(if appLicabLe)
(if applicable) W-9
(March
X'
2024) 7.
Income/Expense (required
8.
This
Copy
of the AppLicant
or 250
j I gem All
For alL appLicants)
application
(Cultural)
6ocumerits
Peter
Cranis,
worksheet
meets
the
room
nights
checklist
minimum
',' X requirement
of 5,001
out-of-county
attendees
(Sports).
NO have
beeiq
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Tracy Bohrmann
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Valiant Air Command, Inc Organization address 6600 Tico Rd State Florida City Titusville Zip 32780 Primary contact name Tracy Bohrmann
Primary contact phone number 3216849314 Primary contact email Tracy.Bohrmann@valiantaircommand.com Secondary contact name Marvin Juhl Secondary contact phone number 321-268-1941 Secondary contact email Marvin.Juhl@valiantaircommand.com Organization website address www.valiantaircommand.com
6. (untitled) 4. Which best describes your organization? 501(C)(3)
7. (untitled) 5.
What is your Federal Employee ID number? 59-1773787
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
9. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
10. (untitled)
What is the first date of your event?
11. (untitled)
In total, how many days will your event be held?
12. (untitled) 7.
Do you have a second event? No
13. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled)
What types of marketing do you plan to do for this event?
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Digital advertising (banner ads, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.)
22. (untitled)
What are your social media handles?
9.
Facebook : Valiant Air Command Instagram : Valiant Air Command YouTube : Valiant Air Command
23. (untitled) 10.
What hashtags do you currently use?
#Warbirdaviation
24. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening
procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Tracy Bohrmann
25. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
IRS_Determination_Letter_2026.pdf
26. (untitled) 13.
Upload a copy of your organization's 990 form.
Form_990_2024.pdf
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
Sun_Biz_2026.pdf
29. (untitled) 15.
Upload your completed W-9 form.
W-9_2026.pdf
30. (untitled) 16.
Upload your completed Event Income/Expense report.
MSP_Revenue_Expense_worksheet_FY26-27.pdf
31. (untitled) 17.
Upload your completed Checklist.
Checklist_2026.pdf
32. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Tracy Bohrmann
33. Thank You! New Send Email Jun 21, 2026 14:56:48 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Marketing Support Program FY 2026-2027 Event Income/Expense Report 2026-2027 projection
2025-2026 actuals
Difference
2026-2027 projection
2025-2026 actuals
Difference
Payroll (incl Contract Labor)
$160,000.00
$155,000.00
$5,000.00
Museum Admission
$450,000.00
$403,000.00
$47,000.00
Insurance
$85,000.00
$78,152.00
$6,848.00
Retail Sales
$200,000.00
$194,907.00
$5,093.00
Electricity (FPL)
$30,000.00
$26,851.00
$3,149.00
Membership
$17,000.00
$15,789.00
$1,211.00
C-47 Flight Operations
$125,000.00
$111,500.00
$13,500.00
Donations
$110,000.00
$107,000.00
$3,000.00
Accounting Services
$9,000.00
$7,920.00
$1,080.00
Flight Income
$175,000.00
$175,403.00
-$403.00
Equipment Maintenance
$15,000.00
$14,500.00
$500.00
NBEDZ Grant
$250,000.00
$250,000.00
$0.00
Payroll Taxes
$15,000.00
$14,285.00
$715.00
Sale of Aircraft
$0.00
$150,000.00
-$150,000.00
$408,208.00
$30,782.00
Special Events
$250,000.00
$234,156.00
$15,844.00
Expenses
Subtotal Other Expenses Gift Shop Cost of Goods
$439,000.00
Income
$0.00 $120,000.00
$112,352.00
$7,648.00
$0.00
Administrative/Other
$25,000.00
$25,000.00
$0.00
$0.00
Special Events
$60,000.00
$57,000.00
$3,000.00
Event Center Loan
$138,000.00
$138,000.00
$0.00
Subtotal Income Income Sponsors
-$78,255.00
$1,452,000.00
$1,530,255.00
$17,500.00
$17,500.00
$0.00
$1,469,500.00
$1,547,755.00
$78,255.00
$0.00 $0.00 $0.00
Income Other
$0.00
TDC grant funding
$0.00
Total Income
$0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$343,000.00
$332,352.00
$0.00 $10,648.00
Space Coast Fun Guide
$11,532.00
$11,532.00
$0.00
Total Expenses Paid
$793,532.00
$752,092.00 $41,440.00
Profit/Loss
$675,968.00
$795,663.00 -$119,695.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Subtotal Marketing Expenses
$11,532.00
$11,532.00
$0.00
Total Expenses 2026-2027
$793,532.00 $752,092.00
$41,440.00
.
Updated: 6/21/2026
Space Coast State Fair
Return to Table of Contents
For TDO use: PROJECT #5
FLORIDA
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
Office Program
checklist
Organization:
organization
Support
Brevard
year-round
Production,
Inc.
programming?
II s
YES Applicant
Event
Name:
Space
Coast
State
Fair
Yes 1.
Completed
2.
CopyoflRSArticLesof
3.
Copy
X
application
Incorporation
\
- (if applicable)
of IRS Determination
Letter
'/f
- (if appLicabLe) 4.
Copy
of SunBiz.org
' 5.
Copy
of 990
Copy
of completed
6.
(if applicable)
W-9
Income/Expense (required
8.
This
Copy
(March
appLication
(Cultural)
Im ALlr,;oc
Peter
or 250
I
worksheet
Applicant
meets
the
room
nights
r /d /"
for all applicants)
of the
'X:'
(if appLicabLe)
2024) 7.
Comment
No
checkList
minimum
X
IIS,:!irAk - ll
XI: X requirement
of 5,001
out-of-county
attendees
(Sports).
NO
meritshavebeeiqsubmitted,reviewedand/oraddressedinthecomments.
Cranis
Executive
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Giles Malone
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Brevard Production Inc. Organization address 2230 Sykes Creek Drive State FL City Merritt Island Zip 32953 Primary contact name Giles Alleyne James Malone
Primary contact phone number 3213234460 Primary contact email gilesmalone@gmail.com Secondary contact name Michael Malone Secondary contact phone number 3217049534 Secondary contact email mmalone996@gmail.com Organization website address SpaceCoastDaily.com
6. (untitled) 4. Which best describes your organization? For profit, LLC, Inc., etc.
7. (untitled) 5.
What is your Federal Employee ID number? 15-8015687903-5
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event Space Coast State Fair Event website address (if different from organization website) SpaceCoastStateFair.com Event location
Space Coast Daily Park, 5775 Stadium Parkway, Viera, Fl 32940
10. (untitled)
What is the first date of your event?
8.
10/29/2026
11. (untitled)
In total, how many days will your event be held?
9.
18
12. (untitled)
Do you have a second event?
10. No
13. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled) 11.
What types of marketing do you plan to do for this event?
Billboards Digital advertising (banner ads, etc.) Direct mail Radio Search advertising (pay-per-click, etc.) Social media (Facebook, Instagram, YouTube, etc.) TV/Video
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 12.
What are your social media handles?
Facebook : SpaceCoastDaily Instagram : SpaceCoastDaily YouTube : SpaceCoastDaily
23. (untitled) 13.
What hashtags do you currently use?
#spacecoaststatefair
24. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Giles Malone
25. (untitled)
Upload a copy of your organization's IRS Determination letter.
26. (untitled)
Upload a copy of your organization's 990 form.
27. (untitled) 15.
Upload a copy of your organization's Articles of Incorporation.
SC_State_Fair_SunBiz_(1).pdf
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 16.
SC_State_Fair_SunBiz_(1).pdf
29. (untitled)
17.
Upload your completed W-9 form.
2024_Brevard_Production_W9.pdf
30. (untitled) 18.
Upload your completed Event Income/Expense report.
income_and_expense_grant_tdc_2026:27.pdf
31. (untitled) 19.
Upload your completed Checklist.
TDC_Grant_check_list.pdf
32. (untitled) 20.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Giles Malone
33. Thank You! New Send Email Jun 18, 2026 20:51:52 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2024 FLORIDA PROFIT CORPORATION ANNUAL REPORT
FILED Apr 29, 2024 Secretary of State 5388025716CC
DOCUMENT# P05000165265 Entity Name: BREVARD PRODUCTION, INC. Current Principal Place of Business: 750 AVOCADO DR. MERRITT ISLAND, FL 32953
Current Mailing Address: 750 AVOCADO DR. MERRITT ISLAND, FL 32953 FEI Number: 20-4569017
Certificate of Status Desired: No
Name and Address of Current Registered Agent: PALERMO, THOMAS J 750 AVOCADO DR. MERRITT ISLAND, FL 32953 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
P
Title
D
Name
PALERMO, THOMAS J
Name
MALONE, GILES
Address
750 AVOCADO DR.
Address
2230 SYKES CREEK DR.
MERRITT ISLAND FL 32953
City-State-Zip:
MERRITT ISLAND FL 32953
City-State-Zip:
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 607, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: THOMAS J PALERMO Electronic Signature of Signing Officer/Director Detail
PRESIDENT
04/29/2024 Date
Marketing Support Program FY 2026-2027 Event Income/Expense Report 2026-2027 projection
2025-2026 actuals
Sherrifs
$16,500.00
$15,000.00
$1,500.00
Entertainment
$65,000.00
$62,000.00
Insurance
$5,500.00
$5,000.00
Rent
$32,445.00
Marketing Property Tax
Expenses
Subtotal Other Expenses
2026-2027 projection
2025-2026 actuals
Gate
$230,000.00
$220,000.00
$10,000.00
$3,000.00
Parking
$22,000.00
$20,000.00
$2,000.00
$500.00
Vendors
$11,000.00
$10,000.00
$1,000.00
$32,445.00
$0.00
Picnics
$35,000.00
$30,000.00
$5,000.00
$27,500.00
$25,000.00
$2,500.00
$0.00
$8,200.00
$8,000.00
$200.00
$0.00
$0.00
$0.00
$7,700.00
$0.00
$155,145.00
$147,445.00
Income
Difference
Difference
$0.00
Dumpsters
$7,000.00
$6,500.00
$500.00
Light Towers
$4,200.00
$4,000.00
$200.00
County Permit
$7,825.00
$7,800.00
$25.00
Water
$2,700.00
$2,500.00
$200.00
Fuel
$7,500.00
$8,000.00
-$500.00
Subs
$52,500.00
$48,500.00
$4,000.00
$0.00 $0.00 Subtotal Income Income Sponsors
$ 298,000.00
$280,000.00
$18,000.00
$10,000.00
$10,000.00
$0.00
$0.00
Income Other
$0.00
TDC grant funding
$17,500.00
$22,500.00
$5,000.00
$0.00
Total Income
$298,000.00
$312,500.00
$14,500.00
Total Expenses Paid
$247,670.00
$234,745.00
$12,925.00
Profit/Loss
$50,330.00
$80,255.00
($29,925.00)
$0.00 $0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$81,725.00
$77,300.00
$4,425.00
Cable TV
$6,200.00
$6,000.00
$200.00
Social Media
$1,600.00
$1,500.00
$100.00
Radio
$3,000.00
$2,500.00
$500.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses
$10,800.00
$10,000.00
$800.00
Total Expenses 2026-2027
$247,670.00 $234,745.00
$12,925.00
.
Updated: 7/13/2026
Merritt Island Wildlife Refuge
Return to Table of Contents
For TDO use: PROJECT #6
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is tris
Office
IR I
Program
checklist
Organization:
oagariization
Support
Merritt
Island
year-round
Wildlife
Association
programming?
NO
Applicant
Event
Name:
No
Yes 1.
Completed
2.
CopyoflRSArticLesof
application
Incorporation 3.
Copy
Comment
"/% /
N/pr
- (if appLicable)
of IRS Determination
/l
Letter
';===>
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable)
(if applicable)
X X #
W-9
(March
X
2024) 7.
Income/Expense (required
8.
This
Copy
for all applicants)
of the Applicant
application
(Cultural)
worksheet
or 250
meets
the
room
nights
checklist
minimum
\ 'X requirement
of 5,001
out-of-county
attendees
(Sports).
I
s _l
NO
Ail 60CumeritS
haVe
I
beetl
Submltted,
reVleWed
and/Or
addreSSed
/n the COmmentS.
p0 Peter
Cranis
Executive
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Rochelle A. Hood
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Merritt Island Wildlife Association Organization address PO Box 2683 State FL City Titusville Zip 32781 Primary contact name Rochelle Hood
Primary contact phone number 321-861-2377 Primary contact email miwascrubjay@gmail.com Secondary contact name Nancy Bray Secondary contact phone number 321-861-2377 Secondary contact email nsbray@bellsouth.net Organization website address https://miwarefuge.org/
6. (untitled) 4. Which best describes your organization? 501(C)(3)
7. (untitled) 5.
What is your Federal Employee ID number? 59-3289841
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
9. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
10. (untitled)
What is the first date of your event?
11. (untitled)
In total, how many days will your event be held?
12. (untitled) 7.
Do you have a second event? No
13. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled)
What types of marketing do you plan to do for this event?
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Digital advertising (banner ads, etc.) Radio Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video Other - Please be specific.....: Newsletter, Public Outreach Events
22. (untitled)
What are your social media handles?
9.
Facebook : miwarefuge Instagram : miwarefuge YouTube : @MIWAFriendsoftheRefuge
23. (untitled) 10.
What hashtags do you currently use?
#MerrittIslandNWR, #FloridaWildlife, #FloridaNature, #SpaceCoastNature,#FloridaBirdingTrail,#greatbirdingandwildifetrail, #wildlifeconservation,#visitflorida, #FloridaOutdoors, #WildlifeConservation, #ProtectWildlife,#thingstodooutside,#offthescreenintothegreen
24. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Rochelle A. Hood
25. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
FinalLetter_59-3289841_MERRITTISLANDWILDLIFEASSOCIATION_07062023_00_Determination_Letter_IRS.pdf
26. (untitled) 13.
Upload a copy of your organization's 990 form.
FY_Oct_2023_to_Sept_2024_eFiled_Signed_Form_990_Taylor_and_Lockard_unlock.pdf
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
SunBiz_2026_Annual_Report_Document_N94000005425.pdf
29. (untitled) 15.
Upload your completed W-9 form.
MIWA_2026_W9_Form_Completed_RAH_MSP_SCOT.pdf
30. (untitled) 16.
Upload your completed Event Income/Expense report.
SCOT_MSP_Revenue_Expense_worksheet_FY26-27_Merritt_Island_Wildlife_Association.pdf
31. (untitled) 17.
Upload your completed Checklist.
SCOT_MSP_applicant_checklist_5.26.2026_MIWA_Completed.pdf
32. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Rochelle A. Hood
33. Thank You! New Send Email Jun 19, 2026 00:35:27 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Department of the Treasury Internal Revenue Service Tax Exempt and Government Entities P.O. Box 2508 Cincinnati, OH 45201
MERRITT ISLAND WILDLIFE ASSOCIATION PO BOX 2683 TITUSVILLE, FL 32781-2683
Date:
07/20/2023 Employer ID number:
59-3289841 Person to contact:
Name: Customer Service ID number: 31954 Telephone: 877-829-5500 Accounting period ending:
September 30 Public charity status:
170(b)(1)(A)(vi) Form 990 / 990-EZ / 990-N required:
Yes Effective date of exemption:
February 15, 2022 Contribution deductibility:
Yes Addendum applies:
No DLN:
26053591004673
Dear Applicant: We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We determined you're a public charity under the IRC Section listed at the top of this letter. Based on the information you submitted with your application, we approved your request for reinstatement under Revenue Procedure 2014-11. Your effective date of exemption, as listed at the top of this letter, is retroactive to your date of revocation. If we indicated at the top of this letter that you're required to file Form 990/990-EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter.
Letter 947 (Rev. 2-2020) Catalog Number 35152P
For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. We sent a copy of this letter to your representative as indicated in your power of attorney. Sincerely, Stephen A. Martin Director, Exempt Organizations Rulings and Agreements
Letter 947 (Rev. 2-2020) Catalog Number 35152P
21508 Merritt Island Wildlife 59-3289841 FYE: 9/30/2025
Acknowledgement and General Information for Taxpayers Who File Returns Electronically
Thank you for taking part in the IRS e-file Program. Merritt Island Wildlife PO Box 2683 TITUSVILLE, FL 32781 [X]
Your Form 8868, Application for Extension of Time to File an Exempt Organization Return for tax year ending September 30, 2025 is being filed electronically with the IRS by the services of Taylor & Lockard, PA..
[X]
Your extension was accepted by the IRS on 01/27/26 and the Submission Identification Number assigned to your extension is 59385120260270015005. Since you are filing your extension electronically, PLEASE DO NOT SEND A PAPER COPY OF YOUR EXTENSION TO THE IRS. IF YOU DO, IT WILL DELAY THE PROCESSING OF THE EXTENSION. Acknowledgement Process The IRS will notify your electronic return originator when they accept your extension, usually within 48 hours. If your extension was not accepted, IRS will notify your electronic return originator of the reasons for rejection.
Taylor & Lockard, PA. 3960 South Banana River Blvd. Cocoa Beach, FL 32931 321-784-4515 February 19, 2025 CONFIDENTIAL Merritt Island Wildlife Association PO Box 2683 TITUSVILLE, FL 32781 Dear Cheryl: We have prepared the following returns from information provided by you without verification or audit. Return of Organization Exempt From Income Tax (Form 990)
We suggest that you examine these returns carefully to fully acquaint yourself with all items contained therein to ensure that there are no omissions or misstatements. Attached are instructions for signing and filing each return. Please follow those instructions carefully. Enclosed is any material you furnished for use in preparing the returns. If the returns are examined, requests may be made for supporting documentation. Therefore, we recommend that you retain all pertinent records for at least seven years. In order that we may properly advise you of tax considerations, please keep us informed of any significant changes in your financial affairs or of any correspondence received from taxing authorities. If you have any questions, or if we can be of assistance in any way, please call. Sincerely,
Taylor & Lockard, PA.
Filing Instructions Merritt Island Wildlife Association Exempt Organization Tax Return Taxable Year Ended September 30, 2024
Date Due:
August 15, 2025
Remittance:
None is required. Your Form 990 for the tax year ended 9/30/24 balance due.
Signature:
You are using a Personal Identification Number (PIN) for signing your return electronically. Form 8879-TE, IRS e-file Signature Authorization for an Exempt Organization should be signed and dated by an authorized officer of the organization and returned to:
shows no
Taylor & Lockard, PA. 3960 South Banana River Blvd. Cocoa Beach, FL 32931 Important: Your return will not be filed with the IRS until the signed Form 8879-TE has been received by this office. Other:
Your return is being filed electronically with the IRS and is not required to be mailed. If you Mail a paper copy of your return to the IRS it will delay the processing of your return.
21508
Form
8879-TE
IRS E-file Signature Authorization for a Tax Exempt Entity For calendar year 2023, or fiscal year beginning . . . . . . .1 . .0 . ./ . .0 . .1 . . . . , 2023, and ending . . . . . .9 . ./ . .3 . .0 . . , 20 .2 . .4 ....
2023
Do not send to the IRS. Keep for your records. Go to www.irs.gov/Form8879TE for the latest information.
Department of the Treasury Internal Revenue Service
MERRITT ISLAND WILDLIFE ASSOCIATION
Name of filer
Name and title of officer or person subject to tax
Part I
OMB No. 1545-0047
EIN or SSN
59-3289841
CHERYL FORD TREASURER
Type of Return and Return Information
Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038-CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line 1a, 2a,
3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I. 1a Form 990 check here . . . . . . . . . . . . . X b Total revenue, if any (Form 990, Part VIII, column (A), line 12) . . . . . . . . . . . . . . 1b 2a Form 990-EZ check here . . . . . . . . . 3a Form 1120-POL check here . . . . . . b Total revenue, if any (Form 990-EZ, line 9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b b Total tax (Form 1120-POL, line 22) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b 4a Form 990-PF check here . . . . . . . . . b Tax based on investment income (Form 990-PF, Part V, line 5) . . . . . . . . . . . 4b 5a Form 8868 check here . . . . . . . . . . . . b Balance due (Form 8868, line 3c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b 6a Form 990-T check here . . . . . . . . . . . b Total tax (Form 990-T, Part III, line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b 7a Form 4720 check here . . . . . . . . . . . . b Total tax (Form 4720, Part III, line 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b 8a Form 5227 check here . . . . . . . . . . . .
214,153
9a Form 5330 check here . . . . . . . . . . . . 10a Form 8038-CP check here . . . . . . . .
b FMV of assets at end of tax year (Form 5227, Item D) . . . . . . . . . . . . . . . . . . . . 8b b Tax due (Form 5330, Part II, line 19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b Part II Declaration and Signature Authorization of Officer or Person Subject to Tax b Amount of credit payment requested (Form 8038-CP, Part III, line 22) 10b ... Under penalties of perjury, I declare that I am an officer of the above entity or I am a person subject to tax with respect to (name
X
of entity) , (EIN) and that I have examined a copy of the 2023 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-3534537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal.
PIN: check one box only I authorize
TAYLOR & LOCKARD, PA.
to enter my PIN
89841
as my signature
Enter five numbers, but do not enter all zeros
ERO firm name
on the tax year 2023 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return’s disclosure consent screen. As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2023 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return’s disclosure consent screen. Signature of officer or person subject to tax
Part III
Date
02/05/25
Certification and Authentication
ERO's EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.
59385172896 Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature on the 2023 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO's signature
DAA
ERROL BANNISTER
Date
02/05/25
21508
Form
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
2023
Do not enter social security numbers on this form as it may be made public. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Department of the Treasury Internal Revenue Service
A
For the 2023 calendar year, or tax year beginning
B Check if applicable:
C Name of organization
Address change
10/01/23
MERRITT ISLAND ASSOCIATION
, and ending
09/30/24
WILDLIFE
D Employer identification number
Number and street (or P.O. box if mail is not delivered to street address)
TITUSVILLE
FL 32781
CHERYL FORD PO BOX 2683 TITUSVILLE FL 32781 501(c) ( ) (insert no.) Tax-exempt status: 4947(a)(1) or X 501(c)(3) WWW.MIWAREFUGE.ORG Website: Form of organization: Trust Association Other X Corporation
H(a)
Activities & Governance Revenue Expenses
Is this a group return for subordinates?
H(b) Are all subordinates included?
Yes
X No
Yes
No
If "No," attach a list. See instructions 527 H(c) Group exemption number L
Year of formation:
M
State of legal domicile:
Summary
1 Briefly describe the organization's mission or most significant activities:
Net Assets or Fund Balances
315,770
G Gross receipts $
F Name and address of principal officer:
Application pending
Part I
321-861-2377
City or town, state or province, country, and ZIP or foreign postal code
Amended return
K
E Telephone number
Room/suite
PO BOX 2683
Initial return Final return/ terminated
I
59-3289841
Doing business as
Name change
J
OMB No. 1545-0047
Return of Organization Exempt From Income Tax
990
..................................................................................
TO PROMOTE CONSERVATION AWARENESS AND APPRECIATION OF THE MERRITT ISLAND . .N . .A . .T .I . .O . .N . .A .L . . . .W . .I . .L .D . .L . .I . .F .E . . . .R . .E . .F .U . .G . .E . . . .A .N . .D . . . .T . .O . . . .P .R . .O . .V . .I. D . .E . . . .A . .S .S . .I . .S . .T. A . .N . .C . .E. . . T . .O . . . .R . .E .F . .U . .G . .E ...P . .R . .O . .G .R . .A . .M . .S ................................
. ...........................................................................................................................................................
. ...........................................................................................................................................................
2 Check this box
if the organization discontinued its operations or disposed of more than 25% of its net assets.
3 Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Number of independent voting members of the governing body (Part VI, line 1b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prior Year
8 Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Program service revenue (Part VIII, line 2g) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . . . . . . . . . . . . . . . . . . . . . . . 12 Total revenue – add lines 8 through 11 (must equal Part VIII, column (A), line 12) .............
13 Grants and similar amounts paid (Part IX, column (A), lines 1–3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Benefits paid to or for members (Part IX, column (A), line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) . . . . . . . . . . . . . 16a Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Total fundraising expenses (Part IX, column (D), line 25) . . . . . . . . . . . . . . . . . . . . .1 . ., . .4 . .2 . .0 ......... 17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . . . . . . . 19 Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 4 5 6 7a 7b
19 19 3 19 Current Year
407,139 3,998 142 79,167 490,446 358,023
90,195 5,714 7,194 111,050 214,153 1,449 314 153,507 0
46,653 120,221 524,897 -34,451
56,330 211,600 2,553
Beginning of Current Year
20 Total assets (Part X, line 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21 Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Net assets or fund balances. Subtract line 21 from line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part II
End of Year
222,507 0 222,507
489,912 425 489,487
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer
Date
CHERYL FORD
TREASURER
Type or print name and title Print/Type preparer's name
Paid
ERROL BANNISTER Firm's name
DAA
Preparer's signature
Date
ERROL BANNISTER
02/19/25 self-employed
TAYLOR & LOCKARD, PA.
if
Check
Firm's EIN
0 0
PTIN
P03175232
59-2519864
21508
Preparer Use Only
Firm's address
3960 SOUTH BANANA RIVER COCOA BEACH, FL 32931
BLVD. Phone no.
321-784-4515
May the IRS discuss this return with the preparer shown above? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
For Paperwork Reduction Act Notice, see the separate
Form
DAA
instructions.
No
990 (2023)
21508
Form 990 (2023)
Part III 1
MERRITT ISLAND WILDLIFE
59-3289841
Page 2
Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Briefly describe the organization's mission:
TO. . . . P ..R ..O . . .M . .O . .T . .E ....C . . .O . .N . .S . .E . .R . .V . .A . .T . .I . .O . .N . . . . .A . .W . .A . .R . .E ..N ..E . . .S . .S . . . .A . .N ..D . . . . .A . .P . .P . .R ..E ..C . . .I . .A . .T . .I . .O . .N . . . . .O . .F . . . .T ..H . . .E . . . .M . .E . .R ..R ..I . . .T . .T . . . .I ..S ..L . . .A . .N . .D ........... NA. .T. .I. .O. .N. .A. . L. . . . .W. .I. .L. .D. . L. . I . .F . .E . . . . .R . .E . .F . .U . .G ..E . . . . .A . .N . .D . . . . .T . .O ....P . . .R . .O . .V . .I . .D . .E . . . . .A . .S . .S . .I . .S . .T . .A . .N . .C ..E . . . . .T . .O . . . . .R . .E . .F . .U . .G . .E . . . . .P . .R . .O . .G . .R . .A . .M . .S .................. ............................................................................................................................... ..................................
2
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
If "Yes," describe these new services on Schedule O.
3
If "Yes," describe these changes on Schedule O.
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4
) (Expenses $ . . . . . . . . . . . . . . 1 including grants of $ . . . . . . . . . . . . . .1 ..1 .., . . .9 . .0 . .0 .. . .1 . ., . .9 . .0 . .0 . . . ) (Revenue $ . . . . . . . . . . . . . . . . . . . . . . . . . . . ) ME. .R. .R. .I. .T. .T. . . . .I. .S. .L. .A. .N. . D. . . . .W. .I. .L. .D. . L. . I F E A S S O C I A T I O N I S A S S I S T I N G T H E .......................................................................M . . .E . .R . .R . .I . .T . .T . . . . .I . .S . .L . .A . .N . .D ...................... NA. .T. .I. .O. .N. .A. . L W I L D L I F E R E F U G E W I T H T H E C O N S T R U C T I O N O F T H E N E W C O M M U N I T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Y ...................... CO. .N. .S. .E. .R. .V. . A . .T . .I ..O ..N . . . . .A . .N . .D . . . . .E . .D . .U . .C . .A . .T . .I ..O ..N . . . . .C . .E . .N . .T ..E . . .R . . . .B . .Y . . . . .P . .R . .O . .V . .I . .D . .I ..N ..G . . . . .F . .U . .N . .D ..I ..N . . .G . . . .F . .O . .R . . . . .T . .H . .E . . . . .I . .N . .D . .O . .O . .R . . . . .A . .N . .D ......... OU. .T. .D. .O. .O. .R. . . . .E. . D. . U C A T I O N E X H I B I T S . M E R R I T T I S L A N D W I L D L I F E A S S O C I A T I O N I S .............................................................................................................................................. RE. .C. .E. .I. .V. .I. . N. . G . . . . .G . .R . .A . .N . .T . . . . .F . .U . .N . .D . .S . . . . .F . .R . .O . .M . . . . .T . .H . .E . . . . .B . .R . .E . .V . .A . .R . .D . . . . .C . .O . .U . .N . .T . .Y . . . . .T . .O . .U . .R . .I . .S . .T . . . . .D . .E . .V . .E . .L . .O ..P ..M . . .E . .N . .T .......................... CO. .M. .M. .I. .S. .S. . I O N T O S U P P O R T T H E F U N D I N G O F T H E S E E X H I B I T S . M E R R I T T I S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L . .A . .N . .D .................... WI. .L. .D. .L. .I. .F. . E A S S O C I A T I O N H A S B E G U N R E C E I V I N G T H E O U T D O O R E X H I B I T S A N D I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .S .................... ST. .O. .R. .I. .N. . G. . . . .T. .H. .O. .S. .E. . . . .O. .N. . . . M . .E . .R ..R ..I . . .T . .T . . . .I . .S ..L ..A . . .N . .D . . . .N . .W ..R . . . . .P . .R . .E . .M . .I ..S ..E . . .S . . . .U . .N . .T . .I ..L . . . . .T . .H . .E . . . . .C . .O . .N . .S . .T . .R . .U . .C ..T ..I . . .O . .N . . . .O . .F . . . . .T . .H . .E ....... CO. .M. .M. .U. .N. .I. . T. . Y C O N S E R V A T I O N A N D E D U C A T I O N C E N T E R C O N S T R U C T I O N I S R E A D Y F O R T H E ................................................................................................................................................... OU. .T. .D. .O. .O. .R. . . . . .I. .N. .S. .T. .A. .L. .L. .A. . T. . I . .O ..N ... . . . . . . .T . .H . .E . . . . .I . .N . .D . .O . .O . .R . . . . .E . .X . .H . .I . .B . .I . .T . .S . . . . .H . .A . .V . .E . . . . .B . .E . .E . .N ....D . . .E . .S . .I . .G . .N . .E . .D . . . . .A . .N . .D . . . .O ..R . . .D . .E . .R . .E . .D ......... AN. .D. . . . A R E A W A I T I N G I N S T A L L A T I O N . ...........................................................................................................................................................
4a (Code: . . . . . . . . .
4b (Code: . . . . . . . . .
) (Expenses $ . . . . . . . . . . . . . . . . 8 . . ., . .3 . .9 . .0 ..
including grants of $ . . . . . . . . . . . . . . . . . . . . 9 . .5 . .0 ...
) (Revenue
$ . . . . . . . . . . . . . .1 . .7 . ., . .7 . .4 . .7 ... )
ME. .R. .R. .I. .T. .T. . . . .I. .S. .L. .A. .N. . D. . . . .W. .I. .L. .D. . L. . I . .F . .E . . . . .A . .S . .S . .O . .C ..I ..A . . .T . .I . .O . .N ....P . . .R . .O . .V . .I . .D . .E . .S . . . . .T . .H . .E ....F . . .U . .N . .D . .I . .N . .G . . . . .F . .O . .R ....S . . .E . .L . .E . .C . .T . . . . .Y . .O . .U . .T . .H ......... AN. .D. . . . G U E S T P R O G R A M S M E R R I T T I S L A N D N W R . T H E S E P R O G R A M S A S S I S T M E R R I T T ........................................................................................................................................................... IS. .L. .A. .N. .D. . . . .N. .W. .R. . . . S . .T ..A . . .F . .F . . . .P . .R . .O ..V ..I . . .D . .E . . . .M . .A ..T ..E . . .R . .I . .A . .L . .S ....A . . .N . .D . . . .S . .N . .A ..C . . .K . .S . . . .T . .O . . . . .Y . .O . .U . .T . .H . . . . .A . .N . .D ....A . . .D . .U . .L . .T . . . .P ..R ..O . . .G . .R . .A . .M . .S . .. ....... IN. . . . F I S C A L Y E A R ( F Y ) 2 0 2 4 , M E R R I T T I S L A N D W I L D L I F E A S S O C I A T I O N R A I S E D F U N D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .S ....... FO. .R. . . . T ..H ..E . . . . .R . .E . .P . .A ..I ..R . . . . .A . .N . .D . . . . .U . .P . .G . .R . .A . .D . .E . . . . .O . .F ....O . . .U . .R . . . .S . .E ..N ..D . . .L . .E . .R . . . .E ..D ..U . . .C . .A . .T . .I . .O . .N . . . . .O . .U . .T . .P . .O . .S . .T . . . . .E . .D . .U . .C . .A . .T . .I . .O . .N .................. PA. .V. .I. .L. .I. .O. . N. . . . . . . . . .T . .H . .E . . . . .O . .U . .T . .P . .O . .S ..T . . . . .I . .S . . . . .U . .T . .I . .L . .I . .Z . .E . .D . . . . .F . .O . .R . . . . .S . .C . .O . .U . .T . .I . .N . .G . . . . .T . .R . .O . .O . .P . . . . .C . .A . .M . .P ....O ..U . . .T . .S . ., . . . .C ..O ..M . . .M . .U . .N . .I . .T . .Y ....... WI. .L. .D. .L. .I. .F. . E. . . . .&. . . . .C. .O. .N. .S. .E. .R. .V. . A. . T I O N E D U C A T I O N P R O G R A M S , A R C H E R Y T R A I N I N G , A N D H O M E ........................................................................................................................... SC. .H. .O. .O. .L. . . . .L. .E. . A. . R . .N . .I ..N ..G .....A ..C . . .T . .I . .V . .I . .T . .E . .S . .. . . . . . . .T . .H . .E . . . .C ..O ..N . . .S . .T . .R . .U . .C . .T . .I . .O . .N . . . . .P . .R . .O . .J . .E . .C . .T . . . . .W . .I . .L . .L . . . . .B . .E ....C . . .O . .M . .P . .L . .E . .T . .E . .D . . . . .I . .N ......... FI. .S. .C. .A. .L. . . . .Y. .E. .A. .R. . . . .2. .0. .2. .5. ... . . . . . T H E F U N D S R A I S E D W I L L B E U T I L I Z E D T O C O M P L E T E S T R U C T U . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .R . .A . .L ..... DA. .M. .A. .G. .E. . . . .R. .E. .P. .A. .I. .R. . S. . , S T R E N G T H E N S I T E S A F E T Y , A N D E N H A N C E T H E P A V I L I O N ...................................................................................................................................... FU. .N. .C. .T. .I. .O. . N. . A . .L ..I ..T . . .Y . . . .T . .O . . . . .C . .R . .E . .A . .T . .E . . . . .A . .N . . . . .O . .U . .T . .D . .O . .O . .R . . . . .D . .I . .S . .C . .O . .V ..E ..R . . .Y . . . .H . .U . .B ... ............................................................. ) (Expenses $ . . . . . . . . . . . . . . . . 3 including grants of $ . . . . . . . . . . . . . . . . . . . . . . . . . . . ) (Revenue $ . . . . . . . . . . . . . . . .1 . . ., . .0 . .0 . .0 .. . ., . .3 . .9 . .0 ... ) ME. .R. .R. .I. .T. .T. . . . .I. .S. .L. .A. .N. . D. . . . .W. .I. .L. .D. .L. . I. . F E A S S O C I A T I O N P R O V I D E S T H E F U N D I N G F O R A N I N T E R N T O ....................................................................................................................... LE. .A. .D. . . . S ..E . . .A . . . .T . .U . .R . .T ..L ..E . . . . .W . .A . .L . .K . .S . . . . .F . .O . .R . . . . .T . .H . .E . . . .M . .E ..R . . .R . .I . .T . .T . . . .I . .S ..L . . .A . .N . .D . . . .N . .W ..R . . . . .A . .T . . . . .T . .H . .E . . . .C . .A ..N ..A . . .V . .E . .R . .A . .L ....N . . .A . .T . .I . .O . .N . .A . .L ....... SE. .A. .S. .H. .O. .R. . E. . . . . . . . . .2 . .9 . .6 . . . . .P . .A . .R . .T . .I . .C ..I . . .P . .A . .N . .T . .S ....A . . .T . .T . .E . .N . .D . .E . .D . . . . .T . .H . .E . .S . .E . . . . .W . .A . .L . .K . .S ....O . . .V . .E . .R . . . .T . .H ..E . . . . .S . .E . .A . .S . .O ..N . . . . .A . .N . .D .................... LE. .A. .R. .N. .E. .D. . . . .A. .B. .O. .U. .T. . . . .O. .U. .R. . . . E . . .N . .D . .A . .N . .G . .E . .R . .E . .D . . . . .S . .E . .A . . . . .T . .U . .R . .T . .L . .E . .S . . . . .A . .N . .D . . . .T ..H . . .E . . . .I . .M . .P ..O ..R . . .T . .A . .N . .C . .E ....O . . .F . . . .P . .R . .O ..T . . .E . .C . .T . .I . .N . .G ......... TH. .E. .I. .R. . . . .H. .A. .B. . I. . T . .A . .T ... .............................................................................................................................. ..........
4c (Code: . . . . . . . . .
................................................................................................................................................................. ............................................................................................................................... .................................. ............................................................................................... .................................................................. ............................................................................................................................... .................................. ............................................................................................................................... .................................. ............................................................................................................................... ..................................
4d Other program services (Describe on Schedule O.) (Expenses $ DAA
99,220
including grants of $
) (Revenue $
) Form
990 (2023)
21508
Form 990 (2023)
Part IV
MERRITT ISLAND WILDLIFE
59-3289841
Page 4
Checklist of Required Schedules Yes
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 3
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h)
5 6
7
9
10
2 3
X
election in effect during the tax year? If "Yes," complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
X
assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III
5
X
6
X
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
X
8
X
Did the organization, directly or through a related organization, hold assets in donor-restricted endowments
9
X
10
X
11a
X
11b
X
11c
X
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
..............................
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive or hold a conservation easement, including easements to preserve open space,
.....................................
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . or in quasi-endowments? If “Yes,” complete Schedule D, Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
X X
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II
8
1
No
If the organization's answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did the organization report an amount for investments—other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII
c
Did the organization report an amount for investments—program related in Part X, line of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII
...................................................
13, that is 5% or more
..................................................
d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets
reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X . . . . . . . . . . . . . . . . . . . . Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X . . . . . . . . . . . . . . . . .
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete
e f
11d 11e
X X
11f
X
12a
X
12b 13 14a
X X X
for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14b
X
assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV
15
X
16
X
17
X
Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Was the organization included in consolidated, independent audited financial statements
for the tax year? If
"Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
....................
13 Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14a Did the organization maintain an office, employees, or agents outside of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking,
fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15 16 17
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other
.................................................
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I. See instructions
...........................................
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II
......................................
18 19 20a 20b 21
DAA
Form
X X X X 990 (2023)
21508
Form 990 (2023)
Part IV
MERRITT ISLAND WILDLIFE
59-3289841
Page 5
Checklist of Required Schedules (continued) Yes
22 23
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
No
22
X
23
X
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than
$100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I
X
Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
25b
X
26
X
Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions).
27
X
28a 28b
X X
28c 29
X X
30 31
X X
32
X
33
X
34 35a
X X
year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
27
28 a
24c 24d 25a
...........................................
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior
26
X
24a 24b
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If “Yes,” complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b c
A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV
.......................................
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
29 30
Did the organization receive more than $25,000 in noncash contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31 32
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
34
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....................
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a
controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
36 37 38
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable
related organization? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35b
and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
36
X
37
X
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and
..........................
19? Note: All Form 990 filers are required to complete Schedule O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
X
38
Part V
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V
..............................................
Yes 1a
b c
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable . . . . . . . . . . . . . . . . . . . . . . . . . Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable . . . . . . . . . . . . . . . . . . . . . Did the organization comply with backup withholding rules for reportable payments to vendors and
1a 1b
reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DAA
No
0 1c Form
990 (2023)
21508
Form 990 (2023)
Part V
MERRITT ISLAND WILDLIFE
59-3289841
2a Enter the number of employees reported
on Form W-3, Transmittal of Wage and Tax
Statements, filed for the calendar year ending with or within the year covered by this return . . . . . . . . . .
b 3a b 4a
No
3
2a
If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation on Schedule O
3a 3b
Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
..............................
X X
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
b
Page 5
Yes
Statements Regarding Other IRS Filings and Tax Compliance (continued)
.....................
4a
X
If “Yes,” enter the name of the foreign country . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b
c If Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? . . . . . . . . . . . . . . . . . . . . . . . . . . . “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b
gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Organizations that may receive deductible contributions under section 170(c).
b c
If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” indicate the number of Forms 8282 filed during the year
.....................................
the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? . . . . . . . 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during
7c
7e 7f g 7g h
f If If
7h
the year? ........................................................................................... 8
Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9a 9b
Section 501(c)(7) organizations. Enter:
10a 10b
against amounts due or received from them.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11b
b
7a 7b
Sponsoring organizations maintaining donor advised funds.
a Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . . . . . . . . . . . . . . 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Gross income from other sources. (Do not net amounts due or paid to other sources
13 a
X
7d
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . . .
the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . . . . . . . . .
12a
6a
X X
6b
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9 a b 10
5b 5c
If “Yes,” did the organization include with every solicitation an express statement that such contributions or
7 a
d e
5a
11a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” enter the amount of tax-exempt interest received or accrued during the year
................
12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state?
....................................................
13a
Note: See the instructions for additional information the organization must report on Schedule O. b
Enter the amount of reserves the organization is required to maintain by the states in which
the organization is licensed to issue qualified health plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” has it filed a Form 720 to report these payments? If "No," provide an explanation on Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14a 14b
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
X
16
X
15
X
If “Yes,” see instructions and file Form 4720, Schedule N.
16 17
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If “Yes,” complete Form 4720, Schedule O.
.......................
21508
Form 990 (2023)
Part VI
MERRITT ISLAND WILDLIFE
59-3289841
Page 6
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section A. Governing Body and Management Yes 1a
19
1b
19
1a
Enter the number of voting members of the governing body at the end of the tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O.
b
Enter the number of voting members included on line 1a, above, who are independent . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
X
3 4 5 6
X X X X
one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7a
X
stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7b
X
Did the organization delegate control over management duties customarily performed by or under the direct
3
supervision of officers, directors, trustees, or key employees to a management company or other person?
............................
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
No
...................
6 Did the organization become aware during the year of a significant diversion of the organization’s assets? . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint 5
b Are any governance decisions of the organization reserved to (or subject to approval by) members, 8 a b
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses on Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
X X
8a 8b
Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
X
9
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes 10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
...........................
11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . . . . . . . . . b Describe on Schedule O the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? . . . . . . c Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe on Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 15 a b
X
10b 11a
X
12a 12b
X X X
Did the organization have a written document retention and destruction policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12c 13 14
Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15a 15b
X X
16a
X
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? The organization’s CEO, Executive Director, or top management official . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes” to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
No
10a
X X
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
............................................................... .....................................
b If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its
participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16b
Section C. Disclosure 17 18
List the states with which a copy of this Form 990 is required to be filed . . . . . N . .O . .N. E ............................................................................
19
Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records.
Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own website Another's website Upon request Other (explain on Schedule O)
ROCHELLE HOOD TITUSVILLE DAA
PO BOX 2683
FL 32781
321-861-2377 Form
990 (2023)
21508
MERRITT ISLAND WILDLIFE
Form 990 (2023)
Part VII
59-3289841
Page 7
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
•
List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. all of the organization's current key employees, if any. See instructions for definition of "key employee." • List List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) • who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than
$100,000 from the organization and any related organizations. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above.
• •
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C)
(2) THAD
ALTMAN
(3) JIM
BENEDICT
(4) BECKY
BOLT
0
0
2.00 0.00
X
0
0
0
2.00 0.00
X
0
0
0
2.00 0.00
X
0
0
0
8.00 0.00
X
0
0
0
2.00 0.00
X
0
0
0
2.00 0.00
X
0
0
0
8.00 0.00
X
0
0
0
2.00 0.00
X
0
0
0
2.00 0.00
X
0
0
0
2.00 0.00
X
0
0
0
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .
DIRECTOR
(5) NANCY
BRAY
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .
PRESIDENT
(6) KATHLEEN
BURSON
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .
DIRECTOR
(7) STEVE
DUNN
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .
DIRECTOR
(8) CHERYL
FORD
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .
TREASURER (9) SUSAN
GOSSELIN
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .
DIRECTOR
(10) DAVID
HARTGROVE
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .
DIRECTOR
(11) TIM
KOZUSKO
...................................... . ................
DIRECTOR
(F)
Estimated amount of other compensation from the organization and related organizations
1,609
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .
DIRECTOR
(E)
Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
X
...................................... . ................
DIRECTOR
(D)
Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
40.00 0.00
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .
EXECUTIVE DIRECTOR
Former
HOOD
Highest compensated employee
(1) ROCHELLE
Key employee
Average hours per week (list any hours for related organizations below dotted line)
Officer
Name and title
Position (do not check more than one box, unless person is both an officer and a director/trustee) Institutional trustee
(B)
Individual trustee or director
(A)
X
X
Form DAA
990 (2023)
21508
Form 990 (2023)
Part VII
MERRITT ISLAND WILDLIFE
59-3289841
Page 8
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (C)
PAUL LEADER MUSSER
(13)
QUINN
(14)
STAHL
(15)
0
0
2.00 0.00
X
0
0
0
2.00 0.00
X
0
0
0
2.00 0.00
X
0
0
0
X
0
0
0
X
0
0
0
0
0
0
0 1,609
0
0
. ...................................... ................
DIRECTOR (16) DIANNE
STEES
(F)
Estimated amount of other compensation from the organization and related organizations
0
. ...................................... ................
DIRECTOR (15) JIM
(E)
Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
X
. ...................................... ................
DIRECTOR (14) SHAWN
(D)
Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
2.00 0.00
. ...................................... ................
DIRECTOR (13) BOB
Former
(12) (12)
Key employee
(list any hours for related organizations below dotted line)
Highest compensated employee
Average hours per week
Officer
Name and title
Position (do not check more than one box, unless person is both an officer and a director/trustee) Institutional trustee
(B)
Individual trustee or director
(A)
8.00 SECRETARY 0.00 X (17) LAURILEE THO PSON 8.00 M (17) . ..................................... ................ 0.00 X VICE PRESIDENT (18) CHARLIE VENUTO 2.00 (18) . ...................................... ................ 0.00 X DIRECTOR (19) LORI WELLER (19) 2.00 . ..................................... . ................ DIRECTOR 0.00 X (16)
. ...................................... ................
1b Subtotal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Total from continuation sheets to Part VII, Section A . . . . . . . . . . . . . . . d Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1,609
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
0
Yes 3 4
5
Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
No
3
X
4
X
5
X
Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more
than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) (B) Name and business address
2 DAA
Total number of independent contractors (including but not limited to those listed received more than $100,000 of compensation from the organization
Description of services
(C)
Compensation
above) who
0 Form
990 (2023)
21508
Form 990 (2023)
Part VIII
MERRITT ISLAND WILDLIFE
59-3289841 (B)
(A)
Total revenue
Contributions, Gifts, Grants and Other Similar Amounts
Page 9
Statement of Revenue Check if Schedule O contains a response or note to any line in this Part VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1a Federated campaigns . . . . . . . . . . . . . . . b Membership dues . . . . . . . . . . . . . . . . . . . c Fundraising events . . . . . . . . . . . . . . . . . . d Related organizations ............... e Government grants (contributions) f All other contributions, gifts, grants, . . . . . . . . . . . . and similar amounts not included above . . . . . . . .
g Noncash contributions included in lines 1a-1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1a 1b 1c 1d 1e
Related or exempt function revenue
(D)
(C)
Revenue excluded from tax under sections 512-514
Unrelated business revenue
14,765
75,430
1f 1g $
h Total. Add lines 1a–1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
90,195
Program Service Revenue
Business Code
2,385 1,391 595 420 384 539
g Total. Add lines 2a–2f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2,385 1,391 595 420 384 539 5,714
Investment income (including dividends, interest, and other similar amounts) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7,194
7,194
2a b c d e
. .B . .U.S . . .T .O . .U. R . .S. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L . .U.M .I . .N. A .R . .I. A .......................................... A R C H B O . .........D . . . .B. I . .O.L .O . .G. I . .C.A .L . . . .R.E .S . .E. A . .R.C .H ................ K R I S T E N H I N E S P H O T O W O R K S H . ................................ ......O . .P. . . . . . . . . . . . . . . .N . .A.T .U . .R. A . .L. . .H. I . .S.T .O . .R. Y ...A . .D. V . .E.N .T . .U. R .E ...................
f All other program service revenue . . . . . . . . . . . . . . . . . . . 3 4 5
Income from investment of tax-exempt bond proceeds . . . . . . . . . . . Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (i) Real
(ii) Personal
6a 6a Gross rents b Less: rental expenses 6b 6c c Rental inc. or (loss) d Net rental income or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a Gross amount from (i) Securities (ii) Other Other Revenue
sales of assets other than inventory
7a
b Less: cost or other basis and sales exps.
c Gain or (loss)
7b 7c
d Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a Gross income from fundraising events (not including $ . . . . . . . . . . . . . . . . . . . . . of contributions reported on line 1c). See Part IV, line 18 . . . . . . . . . . . . . . . . b Less: direct expenses . . . . . . . . . . . . . . .
8a 8b
15,259 7,702
c Net income or (loss) from fundraising events . . . . . . . . . . . . . . . . . . . . .
7,557
9a Gross income from gaming 9a activities. See Part IV, line 19 . . . . . . . 9b b Less: direct expenses . . . . . . . . . . . . . . . c Net income or (loss) from gaming activities . . . . . . . . . . . . . . . . . . . . . . . 10a Gross sales of inventory, less
Miscellaneous Revenue
197,156 10a returns and allowances . . . . . . . . . 93,915 10b b Less: cost of goods sold . . . . . . . . c Net income or (loss) from sales of inventory . . . . . . . . . . . . . . . . . . . . . .
103,241
103,241
252
252
252 214,153
116,401
Business Code
11a . . S. .A.L. E . .S. . .T. A . .X. . .C. O . .L.L .E . .C. T . .I.O. N ...A . .L. L . .O.W .. ................ b ....................................................... c ....................................................... d All other revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Total. Add lines 11a–11d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Total revenue. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
0
0 Form
DAA
990 (2023)
21508
MERRITT ISLAND WILDLIFE
Form 990 (2023)
Part IX
59-3289841
Page 10
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . . . . . .................................................
Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1
Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . . . . . . . . . .
3
(C)
Management and general expenses
(D)
Fundraising expenses
1,067
1,067
382
382
314
314
97,051
58,231
38,820
56,456
33,874
22,582
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 . . . .
4 5
(B)
Program service expenses
Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 . . . . . . . . . .
2
(A)
Total expenses
Benefits paid to or for members . . . . . . . . . . . . . Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . . . . . . .
6
7 8 9 10 11 a b c d e f g 12 13 14 15 16 17 18 19 20 21 22 23 24
Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . . . . . . . Other salaries and wages . . . . . . . . . . . . . . . . . . .
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
Other employee benefits . . . . . . . . . . . . . . . . . . . . Payroll taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Fees for services (nonemployees): Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Legal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accounting
..................................
Lobbying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2,998 3,741
2,998 3,741
Professional fundraising services. See Part IV, line 17 Investment management fees . . . . . . . . . . . . . . . Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O.) . . . . . . . .
Advertising and promotion . . . . . . . . . . . . . . . . . . . Office expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Information technology . . . . . . . . . . . . . . . . . . . . . . Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Occupancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1,230 1,667 2,458 7,104
1,230 1,667
59
59
2,131
2,458 4,973
Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings . . . Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Payments to affiliates . . . . . . . . . . . . . . . . . . . . . . . .
Depreciation, depletion, and amortization . . . Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column
3,520
3,520
(A) amount, list line 24e expenses on Schedule O.)
PROGRAM EXPENSE SERVICE CHARGES a . . .T . .A .X . .E . .S . . . .A .N . .D . . . .L . .I . .C .E . .N . .S . .E. S .............. b O G S . . .C ............................................ . .............................................. . ..............................................
c All other expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . d Total functional expenses. Add lines 1 through 24e . . . . . e 25 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720) . . . . . . . . . . . . . . . DAA
19,966 5,220 3,358 2,385 2,624 211,600
19,966 2,385 1,204 122,510
5,220 3,358 1,420 1,420
87,670
Form
990 (2023)
21508
Form 990 (2023)
Part X
MERRITT ISLAND WILDLIFE
59-3289841
Assets
Check if Schedule O contains a response or note to any line in this Part X
............................................................... ...
1 2 3 4 5
Cash—non-interest-bearing
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) . . . . . . . . . . . . . .
7 8 9
Page 11
Balance Sheet
..............................................................
Savings and temporary cash investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(A)
(B)
Beginning of year
End of year
6,780 194,709
Pledges and grants receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Accounts receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
163,499 303,806
5
Notes and loans receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 2 3 4
21,018
6 7 8 9
22,607
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D . . . . . . . . . . . . . . . .
b Less: accumulated depreciation . . . . . . . . . . . . . . . . . . . . . . . .
Net Assets or Fund Balances
Liabilities
11 12 13 14 15 16 17 18 19 20 21 22
10a 10b
Investments—publicly traded securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investments—other securities. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investments—program-related. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other assets. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total assets. Add lines 1 through 15 (must equal line 33) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
222,507
Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Escrow or custodial account liability. Complete Part IV of Schedule D
...................
Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
23 24 25
Secured mortgages and notes payable to unrelated third parties . . . . . . . . . . . . . . . . . . . . . . . .
26
Total liabilities. Add lines 17 through 25 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10c 11 12 13 14 15 16 17 18 19 20 21
489,912
22 23 24
Unsecured notes and loans payable to unrelated third parties . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
425 425
25
0 26
Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33. 27 28
Net assets without donor restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets with donor restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33. 29 30
27 28
X
Capital stock or trust principal, or current funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Paid-in or capital surplus, or land, building, or equipment fund
..........................
Retained earnings, endowment, accumulated income, or other funds . . . . . . . . . . . . . . . . . . . 32 Total net assets or fund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Total
31
liabilities and net assets/fund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
222,507 222,507 222,507
29 30 31 32 33
489,487 489,487 489,912 Form
DAA
990 (2023)
21508
MERRITT ISLAND WILDLIFE
Form 990 (2023)
Part XI
59-3289841
Page 12
Reconciliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 2 3 4 5 6
Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7 8 9 10
Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A))
..............................
Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other changes in net assets or fund balances (explain on Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
.....................
1 2 3 4 5 6 7 8 9
214,153 211,600 2,553 222,507
264,427
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII
10
489,487
Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
Accounting method used to prepare the Form 990:
X Cash
Yes Accrual
No
Other
If the organization changed its method of accounting from a prior year or checked “Other,” explain on Schedule O.
2a Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2a
X
b Were the organization's financial statements audited by an independent accountant? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2b
X
If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both. Separate basis Consolidated basis Both consolidated and separate basis If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both. Separate basis Consolidated basis Both consolidated and separate basis
c If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O.
2c
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits
3a
............................
3b Form
DAA
990 (2023)
21508
Public Charity Status and Public Support
OMB No. 1545-0047
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
2023
SCHEDULE A (Form 990)
Attach to Form 990 or Form 990-EZ.
Department of the Treasury Internal Revenue Service Name of the organization
Open to Public Inspection
Go to www.irs.gov/Form990 for instructions and the latest information.
MERRITT ISLAND WILDLIFE ASSOCIATION
Employer identification number
59-3289841
Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
Part I
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) A church, convention of churches, or association of churches described in section
1 2 3 4
170(b)(1)(A)(i).
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).) A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
5
section 170(b)(1)(A)(iv). (Complete Part II.) 6 7
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
8 9
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
10
An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
11 12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c d
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e f g
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Provide the following information about the supported organization(s).
(i) Name of supported
organization
(ii) EIN
(iii) Type of organization (described on lines 1–10 above (see instructions))
(iv) Is the organization listed in your governing document? Yes
(v) Amount of monetary
support (see
(vi) Amount of other support (see
instructions)
instructions)
No
(A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990
DAA
or 990-EZ.
Schedule A (Form 990) 2023
21508
Schedule A (Form 990) 2023
MERRITT ISLAND WILDLIFE
59-3289841
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1
Gifts, grants, contributions, and membership fees received. (Do not include any “unusual grants.”) . . . . . . . . . . .
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . . . . . .
3
The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . . . . . .
4 5
Total. Add lines 1 through 3 . . . . . . . . . . . .
6
Public support. Subtract line 5 from line 4 . . .
(a) 2019
(b) 2020
(c) 2021
(d) 2022
(e) 2023
(f) Total
(a) 2019
(b) 2020
(c) 2021
(d) 2022
(e) 2023
(f) Total
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . . . . . . . . . .
Section B. Total Support Calendar year (or fiscal year beginning in) 7 8
Amounts from line 4 . . . . . . . . . . . . . . . . . . . . .
9
Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . . . . . . . . . . . .
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . . . . . . . . . . . . Total support. Add lines 7 through 10
11 12 13
Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . . . . . . . . . . . . . . . . . . . . . . . .
Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage 14
%
15
%
14 15
Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Public support percentage from 2022 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16a
33 1/3% support test — 2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 1/3% support test — 2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10%-facts-and-circumstances test — 2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in
b 17a
Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b
10%-facts-and-circumstances test — 2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 990) 2023
DAA
21508
Schedule A (Form 990) 2023
MERRITT ISLAND WILDLIFE
59-3289841
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in)
(a) 2019
1
Gifts, grants, contributions, and membership fees received. (Do not include any “unusual grants.”) . . . . . .
69,685
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization’s tax-exempt purpose . . . . . . . . . . .
179,070
3
Gross receipts from activities that are not an unrelated trade or business under section 513
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . . . . . .
5
The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . . . . . .
6
Total. Add lines 1 through 5 . . . . . . . . . . . .
7a Amounts included on lines 1, 2, and 3
(b) 2020
(c) 2021
186,988
248,755
136,803
186,988
136,803
(d) 2022
(e) 2023
(f) Total
407,139
90,195
890,810
204,872
225,575
609,517
612,011
315,770
1,500,327
received from disqualified persons . . . . . .
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year . . . c Add lines 7a and 7b . . . . . . . . . . . . . . . . . . . . . Public support. (Subtract line 7c from
8
line 6.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1,500,327
Section B. Total Support Calendar year (or fiscal year beginning in) 9
Amounts from line 6 . . . . . . . . . . . . . . . . . . . . .
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . .
(a) 2019
(b) 2020
248,755
(c) 2021
186,988
136,803
(d) 2022
(e) 2023
612,011
(f) Total
315,770
1,500,327
142
142
142
142
b Unrelated business taxable income (less
section 511 taxes) from businesses acquired after June 30, 1975 . . . . . . . . . . . .
c
Add lines 10a and 10b . . . . . . . . . . . . . . . . . .
11
Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on . . . . .
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . . . . . . . . . . . .
13
Total support. (Add lines 9, 10c, 11,
and 12.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
248,755 186,988 136,803 612,153 315,770 1,500,469 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage 15 16
Public support percentage for 2023 (line 8, column (f), divided by line 13, column
(f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
99.99 % 99.97 %
17
%
18
%
15
Public support percentage from 2022 Schedule A, Part III, line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section D. Computation of Investment Income Percentage 17 18 19a b
Investment income percentage for 2023 (line 10c, column (f), divided by line 13, column (f))
....................................
Investment income percentage from 2022 Schedule A, Part III, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
33 1/3% support tests — 2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . 33 1/3% support tests — 2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported
20
organization . . . . . . . . . . . . . . . . . .
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 990) 2023
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Schedule A (Form 990) 2023
MERRITT ISLAND WILDLIFE
59-3289841
Page 4
Part IV
Supporting Organizations (Complete only if you checked a box on line 12 on Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes 1
No
Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If “No,” describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain.
2
1
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If “Yes,” explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
3a
2
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If “Yes,” answer lines 3b and 3c below.
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and
3a
satisfied the public support tests under section 509(a)(2)? If “Yes,” describe in Part VI when and how the organization made the determination.
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes?
4a
If “Yes,” explain in Part VI what controls the organization put in place to ensure such use.
Was any supported organization not organized in the United States (“foreign supported organization”)? If “Yes,” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion
3c 4a
despite being
controlled or supervised by or in connection with its supported organizations.
c
3b
Did the organization support any foreign supported organization that does not have an IRS determination
4b
under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,”
4c
answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
b
5a
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
c 6
Substitutions only. Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part
5b 5c
VI.
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990).
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line
6
7
7? If “Yes,” complete Part I of Schedule L (Form 990).
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations
8
described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business
holdings.)
9a
VI. 9b 9c
10a 10b Schedule A (Form 990) 2023
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Schedule A (Form 990) 2023
Part IV
MERRITT ISLAND WILDLIFE
59-3289841
Page 5
Supporting Organizations (continued) Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Has the organization accepted a gift or contribution from any of the following persons?
11 a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
b c
A family member of a person described on line 11a above?
11a 11b
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to line 11a, 11b, or 11c, provide detail in Part VI.
11c
Section B. Type I Supporting Organizations Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s officers,
1
directors, or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Did the organization operate for the benefit of any supported organization other than the supported
2
organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part
VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.
2
Section C. Type II Supporting Organizations Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors
1
or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
Section D. All Type III Supporting Organizations 1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported
1
organization(s) or (ii) serving on the governing body of a supported organization? If “No,” explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
By reason of the relationship described on line 2, above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s
3
income or assets at all times during the tax year? If “Yes,” describe in Part VI the role the organization’s supported organizations played in this regard.
Section E. Type III Functionally Integrated Supporting 1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see
a b c
3
Organizations instructions).
The organization satisfied the Activities Test. Complete line 2 below. The organization is the parent of each of its supported organizations. Complete line 3 below. The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). Activities Test. Answer lines 2a and 2b below.
2 a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If “Yes,” then in Part VI identify
those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
b
2a
Did the activities described on line 2a, above, constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If “Yes,” explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s
involvement.
2b
Parent of Supported Organizations. Answer lines 3a and 3b below.
3 a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If “Yes” or “No,” provide details in Part
b
VI.
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If “Yes,” describe in Part VI the role played by the organization in this
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regard.
3a 3b Schedule A (Form 990) 2023
21508
Schedule A (Form 990) 2023
Part V 1
MERRITT ISLAND WILDLIFE
59-3289841
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A – Adjusted Net Income 1 2 3 4 5 6
Net short-term capital gain
7 8
Other expenses (see instructions)
Recoveries of prior-year distributions Other gross income (see instructions) Add lines 1 through 3. Depreciation and depletion Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)
Adjusted Net Income (subtract lines 5, 6, and 7 from line 4)
(A) Prior Year
(B) Current Year (optional)
(A) Prior Year
(B) Current Year (optional)
1 2 3 4 5
6 7 8
Section B – Minimum Asset Amount 1
Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):
a Average monthly value of securities b Average monthly cash balances c Fair market value of other non-exempt-use assets d Total (add lines 1a, 1b, and 1c) e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 3 4
Acquisition indebtedness applicable to non-exempt-use assets
5 6 7 8
Net value of non-exempt-use assets (subtract line 4 from line 3)
Subtract line 2 from line 1d. Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). Multiply line 5 by 0.035. Recoveries of prior-year distributions
Minimum Asset Amount (add line 7 to line 6)
1a 1b 1c 1d
2 3 4 5 6 7 8 Current Year
Section C – Distributable Amount 1 2 3 4 5 6
Adjusted net income for prior year (from Section A, line 8, column A) Enter 0.85 of line 1. Minimum asset amount for prior year (from Section B, line 8, column A) Enter greater of line 2 or line 3. Income tax imposed in prior year
1 2 3 4 5
Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions).
7
Page 6
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
6
Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990) 2023
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Schedule A (Form 990) 2023
Part V
MERRITT ISLAND WILDLIFE
59-3289841
Section D – Distributions 1 2
Current Year
Amounts paid to supported organizations to accomplish exempt purposes
1
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 4 5 6 7 8
Page 7
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
2 3 4 5 6 7 8
Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required—provide details in Part VI) Other distributions (describe in Part VI). See instructions.
Total annual distributions. Add lines 1 through 6. Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions.
9 10
Distributable amount for 2022 from Section C, line 6
Section E – Distribution Allocations (see instructions) 1
Distributable amount for 2023 from Section C, line 6
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required–explain in Part VI). See instructions.
3
9 10
Line 8 amount divided by line 9 amount
(i) Excess Distributions
(ii) Underdistributions Pre-2023
(iii) Distributable Amount for 2023
Excess distributions carryover, if any, to 2023
a From 2018 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b From 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c From 2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d From 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e From 2022 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Total of lines 3a through 3e g Applied to underdistributions of prior years h Applied to 2023 distributable amount i Carryover from 2018 not applied (see instructions) j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 4
Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years b Applied to 2023 distributable amount c Remainder. Subtract lines 4a and 4b from line 4. 5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions.
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in
Part VI. See instructions. 7
Excess distributions carryover to 2024. Add lines 3j and 4c.
8
Breakdown of line 7:
a Excess from 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . b Excess from 2020 . . . . . . . . . . . . . . . . . . . . . . . . . . c Excess from 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . d Excess from 2022 . . . . . . . . . . . . . . . . . . . . . . . . . . . e Excess from 2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 990) 2023
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MERRITT ISLAND WILDLIFE
Schedule A (Form 990) 2023
Part VI
59-3289841
Page 8
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
. ...................................................................................................................................................................... . .............................................................................................................................. ........................................
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Schedule A (Form 990) 2023
21508
Schedule B
OMB No. 1545-0047
Schedule of Contributors
(Form 990)
2023
Attach to Form 990, 990-EZ, or 990-PF. Go to www.irs.gov/Form990 for the latest information.
Department of the Treasury Internal Revenue Service
Name of the organization
Employer identification number
MERRITT ISLAND WILDLIFE ASSOCIATION
59-3289841
Organization type (check one): Filers of: Form 990 or 990-EZ
Section: 501(c)(
3 ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF
501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or
(2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering “N/A” in column (b) instead of the contributor name and address), II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don’t complete any of the parts unless the
General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form
990).
For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF.
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Schedule B (Form 990) (2023)
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PAGE 1 OF 1 Page 2
Schedule B (Form 990) (2023)
Name of organization
Employer identification number
MERRITT ISLAND WILDLIFE Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space
(a) No.
1
. ......
59-3289841
(b) Name, address, and ZIP + 4
ROBERT C. HUTCHISON 6170 WHISPERING LANE
is needed.
(c) Total contributions
. .............................................................................
. .............................................................................
TITUSVILLE
FL 32780
$ . . . .. . . .. . . . .. .3 ..0 .., . . .0 . .0 . .0 ..
. .............................................................................
(a) No.
2
. ......
(b) Name, address, and ZIP + 4
ESTATE OF ROSEMARY MALOCSAY DEBRA HOGAN - FIDUCIARY, TTEE PO BOX 1810
(c) Total contributions
. .............................................................................
. .............................................................................
DELAND
FL 32721
$ . . . .. . . . .. . . .. .1 ..2 .., . . .9 . .6 . .6 ..
. .............................................................................
(a) No.
3
. ......
(b) Name, address, and ZIP + 4
LAURILEE THOMPSON PO BOX 307
(c) Total contributions
. .............................................................................
. .............................................................................
MIMS
FL 32754
$ . . . .. . . . .. . . .. .1 ..0 .., . . .0 . .0 . .0 ..
. .............................................................................
(a) No.
4
. ......
(b) Name, address, and ZIP + 4
LAYNE HAMILTON 6990 WINDOVER WAY
(c) Total contributions
. .............................................................................
. .............................................................................
TITUSVILLE
FL 32780
$ .................5 . . ., . .0 . .0 . .0 ..
. .............................................................................
(a) No.
5
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
. .............................................................................
. .............................................................................
$ .................5 . . ., . .0 . .0 . .0 ..
. .............................................................................
(a) No.
(b) Name, address, and ZIP + 4
. ......
. .............................................................................
. ............................................................................. . .............................................................................
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(c) Total contributions
$ ............................
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.)
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.)
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.)
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.)
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.)
(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
21508
SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service
Supplemental Financial Statements
Name of the organization
2023 Open to Public Inspection
Employer identification number
MERRITT ISLAND WILDLIFE ASSOCIATION Part I
OMB No. 1545-0047
Complete if the organization answered “Yes” on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.
59-3289841
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered “Yes” on Form 990, Part IV, line 6. (a) Donor advised funds
1
(b) Funds and other accounts
Total number at end of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Aggregate value of contributions to (during year) . . . . . . . . . . . . . . . . . . . . . .
2 3 4
Aggregate value at end of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
6
funds are the organization’s property, subject to the organization’s exclusive legal control? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used
Aggregate value of grants from (during year) . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Yes
No
only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Conservation Easements Complete if the organization answered “Yes” on Form 990, Part IV, line 7.
Part II 1
Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (for example, recreation or education) Protection of natural habitat Preservation of open space
2
Preservation of a historically important land area Preservation of a certified historic structure
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
a Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Number of conservation easements on a certified historic structure included on line 2a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Number of conservation easements included on line 2c acquired after July 25, 2006, and not on a historic structure listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year . . . . . . . . . . . . . . . .
4 5
Number of states where property subject to conservation easement is located
6
Held at the End of the Tax Year
2a 2b 2c 2d
............
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Yes
No
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year ...............
7
Amount of expenses incurred in monitoring, inspecting, handling of violations,
and enforcing conservation easements during the year
............................
8
9
Does each conservation easement reported on line 2d above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete if the organization answered “Yes” on Form 990, Part IV, line 8.
1a If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items.
(i) Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items.
a Revenue included on
Form 990, Part VIII, line 1
. ............................. ............................. ...................
21508
Schedule D (Form 990) 2023
MERRITT ISLAND WILDLIFE
59-3289841
Page 2
Part III 3
Using the organization’s acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply). Public exhibition
a b c
d e
Scholarly research Preservation for future generations
Loan or exchange program Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization’s collection? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part IV
Escrow and Custodial Arrangements Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported 990, Part X, line 21.
Yes
No
an amount on Form
1a Is the organization an agent, trustee, custodian or other intermediary for contributions
or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
b If “Yes,” explain the arrangement in Part XIII and complete the following table. Amount
c Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Additions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
1c 1d 1e 1f Yes
........................
No
b If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part V
Endowment Funds Complete if the organization answered “Yes” on Form 990, Part IV, line 10. (a) Current year
(b) Prior year
(c) Two years back
(d) Three years back
(e) Four years back
1a Beginning of year balance . . . . . . . . . . . . . . . b Contributions
............................c
Net investment earnings, gains, and losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d Grants or scholarships . . . . . . . . . . . . . . . . . . e Other expenditures for facilities and
programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
f Administrative expenses . . . . . . . . . . . . . . . . g End of year balance . . . . . . . . . . . . . . . . . . . . . 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment . . . . . . . . . . . . . . . . .% b Permanent endowment . . . . . . . . . . . . . . . . . % c Term endowment . . . . . . . . . . . . . . . % The percentages on lines 2a, 2b, and 2c should equal 100%.
3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) Unrelated organizations? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(ii) Related organizations? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes” on line 3a(ii), are the related organizations listed as required on Schedule R? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Describe in Part XIII the intended uses of the organization’s endowment funds.
Part VI
Yes
No
3a(i) 3a(ii) 3b
Land, Buildings, and Equipment Complete if the organization answered “Yes” on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property
(a) Cost or other basis
(b) Cost or other basis
(c) Accumulated
(investment)
(other)
depreciation
(d) Book value
1a Land . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Buildings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Leasehold improvements . . . . . . . . . . . . . . . . . . . . d Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total. Add lines 1a through 1e. (Column (d) must equal
Form 990, Part X, line 10c, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule D (Form 990) 2023
21508
Schedule D (Form 990) 2023
Part VII
MERRITT ISLAND WILDLIFE
59-3289841
Page 3
Investments – Other Securities Complete if the organization answered “Yes” on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (b) Book value
(a) Description of security or category
(including name of security)
(c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Closely held equity interests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (3) Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (.A . .) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . (.B . .) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (.C . .). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (.D . .). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (.E . .) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . (.F . ). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . (.G . .). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (.H . .). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total. (Column (b) must equal Form 990, Part X, line 12, col. (B)) . . . . . . . . . .
Part VIII
Investments – Program Related Complete if the organization answered “Yes” on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment
(b) Book value
(c) Method of valuation:
Cost or end-of-year market value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 13, col. (B)) . . . . . . . . . .
Part IX
Other Assets Complete if the organization answered “Yes” on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description
(b) Book value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 15, col. (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part X
Other Liabilities Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description of liability
1.
(b) Book value
(1) Federal income taxes (2) (3)
400 25
SALES TAX PAYABLE GIFT CARDS OUTSTANDING
(4) (5) (6) (7) (8) (9)
425
Total. (Column (b) must equal Form 990, Part X, line 25, col. (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization’s financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII
...............
DAA
Schedule D (Form 990) 2023
21508
Schedule D (Form 990) 2023
Part XI
MERRITT ISLAND WILDLIFE
59-3289841
Reconciliation of Revenue per Audited Financial Statements With Revenue per Complete if the organization answered “Yes” on Form 990, Part IV, line 12a.
1 2 a b c d e 3 4
Total revenue, gains, and other support per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
a b c 5
Investment expenses not included on Form 990, Part VIII, line 7b
Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Recoveries of prior year grants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
2b 2c 2d
Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2e 3
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
.....................
4a
4b Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII 1
Page 4
Return
4c 5
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Complete if the organization answered “Yes” on Form 990, Part IV, line 12a.
Total expenses and losses per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Amounts included on line 1 but not on Form 990, Part IX, line 25: a Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
2
b c d e 3 4
Prior year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
a b c 5
Investment expenses not included on Form 990, Part VIII, line 7b
Other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2a 2b 2c 2d
Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2e 3
Amounts included on Form 990, Part IX, line 25, but not on line 1: .....................
4a
Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XIII
4c 5
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. . ......................................................................................................................................................................
. .............................................................................................................................. ........................................
. .............................................................................................................................. ........................................
. .............................................................................................................................. ........................................ . .............................................................................................................................. ........................................
. ......................................................................................................................................................................
. .............................................................................................................................. ........................................
. .............................................................................................................................. ........................................
. .................................................................................... ............................................................... ...................
. .............................................................................................................................. ........................................
. .............................................................................................................................. ........................................
. .............................................................................................................................. ........................................
Schedule D (Form 990) 2023 DAA
21508
SCHEDULE G (Form 990)
Supplemental Information Regarding Fundraising or Gaming Activities
OMB No. 1545-0047
Complete if the organization answered “Yes” on Form 990, Part IV, line 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Department of the Treasury Internal Revenue Service Name of the organization
Part I 1
MERRITT ISLAND WILDLIFE ASSOCIATION
2023
Employer identification number
59-3289841
Fundraising Activities. Complete if the organization answered “Yes” on Form 990, Part IV, line Form 990-EZ filers are not required to complete this part.
17.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a
Mail solicitations
e
Solicitation of non-government grants
b
Internet and email solicitations
f
Solicitation of government grants
c
Phone solicitations
g
Special fundraising events
d
In-person solicitations
2a Did the organization have a written or oral agreement with any individual (including
officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. (iii) Did fund(v) Amount paid to (i) Name and address of individual
or entity (fundraiser)
(ii) Activity
raiser have custody or control of contributions?
Yes
No
(vi) Amount paid to
(iv) Gross receipts
(or retained by)
(or retained by)
from activity
fundraiser listed in
organization
col. (i)
Yes No 1 2
3
4
5
6
7
8
9
10
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
. ...................................................................................................................................................................... . .............................................................................................................................. ........................................ . ...................................................................................................................................................................... . ...................................................................................................................................................................... . ...................................................................................................................................................................... .
F . or Paperwork Reduction Act Notice, see the Instructions for Form
990 or 990-EZ.
Schedule G (Form 990) 2023
21508
Page 2 MERRITT ISLAND WILDLIFE 59-3289841 Fundraising Events. Complete if the organization answered “Yes” on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Schedule G (Form 990) 2023
Part II
(a) Event #1
(b) Event #2
(c) Other events (d) Total events
TURTLE WALKS
NONE
Revenue
(event type)
(event type)
(total number)
(add col. (a) through col. (c))
1 Gross receipts . . . . . . . . .
9,292
9,292
2 Less: Contributions . . . . 3 Gross income (line 1 minus line 2) . . . . . . . . . . . . . . . . . .
9,292
9,292
3,000
3,000
4 Cash prizes . . . . . . . . . . .
Direct Expenses
5 Noncash prizes . . . . . . . . 6 Rent/facility costs . . . . . . 7 Food and beverages . . 8 Entertainment
. . . . . . . ..
9 Other direct expenses
10 Direct expense summary. Add lines 4 through 9 in column (d)
3,000 6,292
...............................................................
11 Net income summary. Subtract line 10 from line 3, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Direct Expenses
Revenue
Part III
Gaming. Complete if the organization answered “Yes” on Form 990, Part IV, line 19, or reported more $15,000 on Form 990-EZ, line 6a. (a) Bingo
(b) Pull tabs/instant
bingo/progressive bingo
(c) Other gaming
than
(d) Total gaming (add
col. (a) through col. (c))
1 Gross revenue . . . . . . . . 2 Cash prizes . . . . . . . . . . . 3 Noncash prizes . . . . . . . . 4 Rent/facility costs . . . . . . 5 Other direct expenses 6 Volunteer labor . . . . . . . .
Yes . . . . . . . . . . . . . . . . % No
7 Direct expense summary. Add lines 2 through 5 in column (d)
Yes . . . . . . . . . . . . . . . . % No
Yes . . . . . . . . . . . . . . . % No
...............................................................
8 Net gaming income summary. Subtract line 7 from line 1, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Enter the state(s) in which the organization conducts gaming activities: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No b If “No,” explain: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ................................................................................................................................................................. .................................................................................................................................................................
10a Were any of the organization’s gaming licenses revoked, suspended, or terminated during the tax year?
................................
Yes
No
b If “Yes,” explain: ................................................................................................................................................................. .................................................................................................................................................................
21508
Schedule G (Form 990) 2023
11 12
MERRITT ISLAND WILDLIFE
59-3289841 Yes
N
formed to administer charitable gaming? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
If “Yes,” enter name and address of the third party:
Yes
No
Yes
No
$ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . and the
If “Yes,” enter the amount of gaming revenue received by the organization
Name
gaming
.................................................................................................................................
amount of gaming revenue retained by the third party
$ ..............................
.............................................................................................................................. ..............
Address
16
%
..........................................................................................................................................
Does the organization have a contract with a third party from whom the organization receives revenue?
c
%
.............................................................................................................................. ..............
Address
b
13a 13b
Enter the name and address of the person who prepares the organization’s gaming/special events books and records: Name
15a
o
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity
13 Indicate the percentage of gaming activity conducted in: a The organization’s facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b An outside facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Page 3
..........................................................................................................................................
Gaming manager information: Name
.............................................................................................................................. .....
Gaming manager compensation
$ .............................
Description of services provided . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Director/officer
17 a b
Employee
Independent contractor
Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization’s own exempt activities during the tax year
Part IV
$
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
. ...................................................................................................................................................................... . .............................................................................................................................. ........................................ . ...................................................................................................................................................................... . .............................................................................................................................. ........................................ . ...................................................................................................................................................................... . ...................................................................................................................................................................... . ...................................................................................................................................................................... . .............................................................................................................................. ........................................ . ...................................................................................................................................................................... . ...................................................................................................................................................................... . ...................................................................................................................................................................... . ...................................................................................................................................................................... .
Schedule G (Form 990) 2023
DAA
21508
SCHEDULE O (Form 990)
Supplemental Information to Form 990 or 990-EZ
OMB No. 1545-0047
Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.
2023
Department of the Treasury Internal Revenue Service
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for the latest information.
Open to Public Inspection
Name of the organization
MERRITT ISLAND WILDLIFE ASSOCIATION
Employer identification number
59-3289841
FORM 990, PART III, LINE 4D - ALL OTHER ACCOMPLISHMENTS
. ......................................................................................................................................................................
PROMOTED CONSERVATION AWARENESS AND APPRECIATION OF THE MERRITT ISLAND
. ......................................................................................................................................................................
NATIONAL WILDLIFE REFUGE AND PROVIDED ASSISTANCE TO REFUGE PROGRAMS
. ......................................................................................................................................................................
. ...................................................................................................................................................... ................
FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990
. ......................................................................................................................................................................
THE TREASURER OF MERRITT ISLAND WILDLIFE ASSOCIATION REVIEWS THE 990 WITH
. ......................................................................................................................................................................
THE FINANCE COMITTEE AND THE OFFICERS PRIOR TO THE RETURN BEING FILED.
. ......................................................................................................................................................................
FORM 990 IS REVIEWED WITH THE GOVERNING BODY BY THE PRESIDENT.
. ......................................................................................................................................................................
. ......................................................................................................................................................................
FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY
. ......................................................................................................................................................................
ONCE A YEAR ALL OF THE BOARD OF DIRECTORS REVIEW THE CONFLICT OF INTEREST
. ......................................................................................................................................................................
POLICY AND MAKE ANY UPDATES TO CONFLICTS AS NECESSARY.
THE BOD ARE
. ......................................................................................................................................................................
PERIODICALLY REMINDED THROUGHOUT THE YEAR TO MAKE ANY COI UPDATES AS
. ......................................................................................................................................................................
NECESSARY.
. ........................................................................................................ ..............................................................
. ......................................................................................................................................................................
FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
. ......................................................................................................................................................................
MERRITT ISLAND WILDLIFE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AND
. ......................................................................................................................................................................
FINANCIALS AVAILABLE TO THE PUBLIC UPON REQUEST.
. ......................................................................................................................................................................
. ......................................................................................................................................................................
. ......................................................................................................................................................................
. .............................................................................................................................. ........................................
. ......................................................................................................................................................................
. ......................................................................................................................................................................
. .............................................................................................................................. ........................................ .
For Paperwork Reduction Act Notice, see the Instructions for Form 990 DAA
or 990-EZ.
Schedule O (Form 990) 2023
Taylor & Lockard, PA. 3960 South Banana River Blvd. Cocoa Beach, FL 32931
Merritt Island Wildlife Association PO Box 2683 TITUSVILLE , FL 32781
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT
FILED Mar 09, 2026 Secretary of State 7155435111CC
DOCUMENT# N94000005425 Entity Name: MERRITT ISLAND WILDLIFE ASSOCIATION, INC. Current Principal Place of Business: MERRITT ISLAND WILDLIFE REFUGE VIC 3.5 MILES EAST TITUSVILLE, STATE ROAD 402 TITUSVILLE, FL 32796
Current Mailing Address: P.O. BOX 2683 TITUSVILLE, FL 32781 US FEI Number: 59-3289841
Certificate of Status Desired: No
Name and Address of Current Registered Agent: THOMSPSON, LAURILEE 1987 SCRUB JAY WAY INSIDE MERRITT ISLAND NWR VISITOR CENTER MIWA TITUSVILLE, FL 32782 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: LAURILEE THOMSPSON
03/09/2026 Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
DIRECTOR
Title
TREASURER
Name
THOMPSON, LAURILEE
Name
FORD, CHERYL
Address
P.O. BOX 307
Address
1437 WHITEHALL BLVD
City-State-Zip:
MIMS FL 32754
City-State-Zip:
WINTER SPRINGS FL 32708-6121
Title
SECRETARY
Title
PRESIDENT
Name
STEES, DIANE
Name
BRAY, NANCY
Address
21 BOUGAINVILLEA DRIVE
Address
3155 TREETOP DR
City-State-Zip:
COCOA BEACH FL 32931
City-State-Zip:
TITUSVILLE FL 32780
Title
VP
Name
BOLT, BECKY
Address
4705 SEATTLE ST
City-State-Zip:
COCOA FL 32927-8251
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: NANCY BRAY Electronic Signature of Signing Officer/Director Detail
PRESIDENT
03/09/2026 Date
Request for Taxpayer Identification Number and Certification
W-9
Form (Rev. March 2024) Department of the Treasury Internal Revenue Service
Give form to the requester. Do not send to the IRS.
Go to www.irs.gov/FormW9 for instructions and the latest information.
Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below.
1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner’s name on line 1, and enter the business/disregarded entity’s name on line 2.)
Merritt Island Wildlife Association
Print or type. See Specific Instructions on page 3.
2
Business name/disregarded entity name, if different from above.
3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check only one of the following seven boxes. Individual/sole proprietor
C corporation
S corporation
Partnership
4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3):
Trust/estate
Exempt payee code (if any)
LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership) . . . . Note: Check the “LLC” box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate box for the tax classification of its owner. ✔ Other (see instructions)
Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code (if any)
501c3 Non-Profit
3b If on line 3a you checked “Partnership” or “Trust/estate,” or checked “LLC” and entered “P” as its tax classification, and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, check this box if you have any foreign partners, owners, or beneficiaries. See instructions . . . . . . . . . 5
Address (number, street, and apt. or suite no.). See instructions.
(Applies to accounts maintained outside the United States.)
Requester’s name and address (optional)
PO Box 2683 6
City, state, and ZIP code
Titusville FL 32781 7
Part I
List account number(s) here (optional)
Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter.
Part II
Social security number
–
–
or Employer identification number
5
9
–
3
2
8
9
8
4
1
Certification
Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.
Sign Here
Signature of U.S. person
Date
General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.
What’s New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the “LLC” box and enter its appropriate tax classification.
Cat. No. 10231X
06/18/2026
New line 3b has been added to this form. A flow-through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow-through entity in which it has an ownership interest. This change is intended to provide a flowthrough entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065).
Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS is giving you this form because they Form W-9 (Rev. 3-2024)
must obtain your correct taxpayer identification number (TIN), which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid). • Form 1099-DIV (dividends, including those from stocks or mutual funds). • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds). • Form 1099-NEC (nonemployee compensation). • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers). • Form 1099-S (proceeds from real estate transactions). • Form 1099-K (merchant card and third-party network transactions). • Form 1098 (home mortgage interest), 1098-E (student loan interest), and 1098-T (tuition). • Form 1099-C (canceled debt). • Form 1099-A (acquisition or abandonment of secured property). Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. Caution: If you don’t return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. By signing the filled-out form, you: 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued); 2. Certify that you are not subject to backup withholding; or 3. Claim exemption from backup withholding if you are a U.S. exempt payee; and 4. Certify to your non-foreign status for purposes of withholding under chapter 3 or 4 of the Code (if applicable); and 5. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting is correct. See What Is FATCA Reporting, later, for further information. Note: If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester’s form if it is substantially similar to this Form W-9. Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are: • An individual who is a U.S. citizen or U.S. resident alien; • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States; • An estate (other than a foreign estate); or • A domestic trust (as defined in Regulations section 301.7701-7). Establishing U.S. status for purposes of chapter 3 and chapter 4 withholding. Payments made to foreign persons, including certain distributions, allocations of income, or transfers of sales proceeds, may be subject to withholding under chapter 3 or chapter 4 of the Code (sections 1441–1474). Under those rules, if a Form W-9 or other certification of non-foreign status has not been received, a withholding agent, transferee, or partnership (payor) generally applies presumption rules that may require the payor to withhold applicable tax from the recipient, owner, transferor, or partner (payee). See Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign Entities. The following persons must provide Form W-9 to the payor for purposes of establishing its non-foreign status. • In the case of a disregarded entity with a U.S. owner, the U.S. owner of the disregarded entity and not the disregarded entity. • In the case of a grantor trust with a U.S. grantor or other U.S. owner, generally, the U.S. grantor or other U.S. owner of the grantor trust and not the grantor trust. • In the case of a U.S. trust (other than a grantor trust), the U.S. trust and not the beneficiaries of the trust. See Pub. 515 for more information on providing a Form W-9 or a certification of non-foreign status to avoid withholding.
Foreign person. If you are a foreign person or the U.S. branch of a foreign bank that has elected to be treated as a U.S. person (under Regulations section 1.1441-1(b)(2)(iv) or other applicable section for chapter 3 or 4 purposes), do not use Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see Pub. 515). If you are a qualified foreign pension fund under Regulations section 1.897(l)-1(d), or a partnership that is wholly owned by qualified foreign pension funds, that is treated as a non-foreign person for purposes of section 1445 withholding, do not use Form W-9. Instead, use Form W-8EXP (or other certification of non-foreign status). Nonresident alien who becomes a resident alien. Generally, only a nonresident alien individual may use the terms of a tax treaty to reduce or eliminate U.S. tax on certain types of income. However, most tax treaties contain a provision known as a saving clause. Exceptions specified in the saving clause may permit an exemption from tax to continue for certain types of income even after the payee has otherwise become a U.S. resident alien for tax purposes. If you are a U.S. resident alien who is relying on an exception contained in the saving clause of a tax treaty to claim an exemption from U.S. tax on certain types of income, you must attach a statement to Form W-9 that specifies the following five items. 1. The treaty country. Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien. 2. The treaty article addressing the income. 3. The article number (or location) in the tax treaty that contains the saving clause and its exceptions. 4. The type and amount of income that qualifies for the exemption from tax. 5. Sufficient facts to justify the exemption from tax under the terms of the treaty article. Example. Article 20 of the U.S.-China income tax treaty allows an exemption from tax for scholarship income received by a Chinese student temporarily present in the United States. Under U.S. law, this student will become a resident alien for tax purposes if their stay in the United States exceeds 5 calendar years. However, paragraph 2 of the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows the provisions of Article 20 to continue to apply even after the Chinese student becomes a resident alien of the United States. A Chinese student who qualifies for this exception (under paragraph 2 of the first Protocol) and is relying on this exception to claim an exemption from tax on their scholarship or fellowship income would attach to Form W-9 a statement that includes the information described above to support that exemption. If you are a nonresident alien or a foreign entity, give the requester the appropriate completed Form W-8 or Form 8233.
Backup Withholding What is backup withholding? Persons making certain payments to you must under certain conditions withhold and pay to the IRS 24% of such payments. This is called “backup withholding.” Payments that may be subject to backup withholding include, but are not limited to, interest, taxexempt interest, dividends, broker and barter exchange transactions, rents, royalties, nonemployee pay, payments made in settlement of payment card and third-party network transactions, and certain payments from fishing boat operators. Real estate transactions are not subject to backup withholding. You will not be subject to backup withholding on payments you receive if you give the requester your correct TIN, make the proper certifications, and report all your taxable interest and dividends on your tax return. Payments you receive will be subject to backup withholding if: 1. You do not furnish your TIN to the requester; 2. You do not certify your TIN when required (see the instructions for Part II for details); 3. The IRS tells the requester that you furnished an incorrect TIN; 4. The IRS tells you that you are subject to backup withholding because you did not report all your interest and dividends on your tax return (for reportable interest and dividends only); or 5. You do not certify to the requester that you are not subject to backup withholding, as described in item 4 under “By signing the filledout form” above (for reportable interest and dividend accounts opened after 1983 only).
Certain payees and payments are exempt from backup withholding. See Exempt payee code, later, and the separate Instructions for the Requester of Form W-9 for more information. See also Establishing U.S. status for purposes of chapter 3 and chapter 4 withholding, earlier.
What Is FATCA Reporting? The Foreign Account Tax Compliance Act (FATCA) requires a participating foreign financial institution to report all U.S. account holders that are specified U.S. persons. Certain payees are exempt from FATCA reporting. See Exemption from FATCA reporting code, later, and the Instructions for the Requester of Form W-9 for more information.
Updating Your Information You must provide updated information to any person to whom you claimed to be an exempt payee if you are no longer an exempt payee and anticipate receiving reportable payments in the future from this person. For example, you may need to provide updated information if you are a C corporation that elects to be an S corporation, or if you are no longer tax exempt. In addition, you must furnish a new Form W-9 if the name or TIN changes for the account, for example, if the grantor of a grantor trust dies.
Penalties Failure to furnish TIN. If you fail to furnish your correct TIN to a requester, you are subject to a penalty of $50 for each such failure unless your failure is due to reasonable cause and not to willful neglect. Civil penalty for false information with respect to withholding. If you make a false statement with no reasonable basis that results in no backup withholding, you are subject to a $500 penalty. Criminal penalty for falsifying information. Willfully falsifying certifications or affirmations may subject you to criminal penalties including fines and/or imprisonment. Misuse of TINs. If the requester discloses or uses TINs in violation of federal law, the requester may be subject to civil and criminal penalties.
Specific Instructions Line 1 You must enter one of the following on this line; do not leave this line blank. The name should match the name on your tax return. If this Form W-9 is for a joint account (other than an account maintained by a foreign financial institution (FFI)), list first, and then circle, the name of the person or entity whose number you entered in Part I of Form W-9. If you are providing Form W-9 to an FFI to document a joint account, each holder of the account that is a U.S. person must provide a Form W-9. • Individual. Generally, enter the name shown on your tax return. If you have changed your last name without informing the Social Security Administration (SSA) of the name change, enter your first name, the last name as shown on your social security card, and your new last name. Note for ITIN applicant: Enter your individual name as it was entered on your Form W-7 application, line 1a. This should also be the same as the name you entered on the Form 1040 you filed with your application. • Sole proprietor. Enter your individual name as shown on your Form 1040 on line 1. Enter your business, trade, or “doing business as” (DBA) name on line 2. • Partnership, C corporation, S corporation, or LLC, other than a disregarded entity. Enter the entity’s name as shown on the entity’s tax return on line 1 and any business, trade, or DBA name on line 2. • Other entities. Enter your name as shown on required U.S. federal tax documents on line 1. This name should match the name shown on the charter or other legal document creating the entity. Enter any business, trade, or DBA name on line 2. • Disregarded entity. In general, a business entity that has a single owner, including an LLC, and is not a corporation, is disregarded as an entity separate from its owner (a disregarded entity). See Regulations section 301.7701-2(c)(2). A disregarded entity should check the appropriate box for the tax classification of its owner. Enter the owner’s name on line 1. The name of the owner entered on line 1 should never be a disregarded entity. The name on line 1 should be the name shown on the income tax return on which the income should be reported. For
example, if a foreign LLC that is treated as a disregarded entity for U.S. federal tax purposes has a single owner that is a U.S. person, the U.S. owner’s name is required to be provided on line 1. If the direct owner of the entity is also a disregarded entity, enter the first owner that is not disregarded for federal tax purposes. Enter the disregarded entity’s name on line 2. If the owner of the disregarded entity is a foreign person, the owner must complete an appropriate Form W-8 instead of a Form W-9. This is the case even if the foreign person has a U.S. TIN.
Line 2 If you have a business name, trade name, DBA name, or disregarded entity name, enter it on line 2.
Line 3a Check the appropriate box on line 3a for the U.S. federal tax classification of the person whose name is entered on line 1. Check only one box on line 3a. IF the entity/individual on line 1 is a(n) . . .
THEN check the box for . . .
• Corporation • Individual or • Sole proprietorship • LLC classified as a partnership for U.S. federal tax purposes or • LLC that has filed Form 8832 or 2553 electing to be taxed as a corporation
Corporation. Individual/sole proprietor.
• Partnership • Trust/estate
Partnership. Trust/estate.
Limited liability company and enter the appropriate tax classification: P = Partnership, C = C corporation, or S = S corporation.
Line 3b Check this box if you are a partnership (including an LLC classified as a partnership for U.S. federal tax purposes), trust, or estate that has any foreign partners, owners, or beneficiaries, and you are providing this form to a partnership, trust, or estate, in which you have an ownership interest. You must check the box on line 3b if you receive a Form W-8 (or documentary evidence) from any partner, owner, or beneficiary establishing foreign status or if you receive a Form W-9 from any partner, owner, or beneficiary that has checked the box on line 3b. Note: A partnership that provides a Form W-9 and checks box 3b may be required to complete Schedules K-2 and K-3 (Form 1065). For more information, see the Partnership Instructions for Schedules K-2 and K-3 (Form 1065). If you are required to complete line 3b but fail to do so, you may not receive the information necessary to file a correct information return with the IRS or furnish a correct payee statement to your partners or beneficiaries. See, for example, sections 6698, 6722, and 6724 for penalties that may apply.
Line 4 Exemptions If you are exempt from backup withholding and/or FATCA reporting, enter in the appropriate space on line 4 any code(s) that may apply to you. Exempt payee code. • Generally, individuals (including sole proprietors) are not exempt from backup withholding. • Except as provided below, corporations are exempt from backup withholding for certain payments, including interest and dividends. • Corporations are not exempt from backup withholding for payments made in settlement of payment card or third-party network transactions. • Corporations are not exempt from backup withholding with respect to attorneys’ fees or gross proceeds paid to attorneys, and corporations that provide medical or health care services are not exempt with respect to payments reportable on Form 1099-MISC. The following codes identify payees that are exempt from backup withholding. Enter the appropriate code in the space on line 4. 1—An organization exempt from tax under section 501(a), any IRA, or a custodial account under section 403(b)(7) if the account satisfies the requirements of section 401(f)(2).
2—The United States or any of its agencies or instrumentalities. 3—A state, the District of Columbia, a U.S. commonwealth or territory, or any of their political subdivisions or instrumentalities. 4—A foreign government or any of its political subdivisions, agencies, or instrumentalities. 5—A corporation. 6—A dealer in securities or commodities required to register in the United States, the District of Columbia, or a U.S. commonwealth or territory. 7—A futures commission merchant registered with the Commodity Futures Trading Commission. 8—A real estate investment trust. 9—An entity registered at all times during the tax year under the Investment Company Act of 1940. 10—A common trust fund operated by a bank under section 584(a). 11— A financial institution as defined under section 581. 12—A middleman known in the investment community as a nominee or custodian. 13—A trust exempt from tax under section 664 or described in section 4947. The following chart shows types of payments that may be exempt from backup withholding. The chart applies to the exempt payees listed above, 1 through 13. IF the payment is for . . .
THEN the payment is exempt for . . .
• Interest and dividend payments
All exempt payees except for 7. Exempt payees 1 through 4 and 6 through 11 and all C corporations. S corporations must not enter an exempt payee code because they are exempt only for sales of noncovered securities acquired prior to 2012. Exempt payees 1 through 4.
• Broker transactions
• Barter exchange transactions and patronage dividends • Payments over $600 required to be reported and direct sales over $5,0001 • Payments made in settlement of payment card or third-party network transactions
Generally, exempt payees 1 through 5.2 Exempt payees 1 through 4.
1 See Form 1099-MISC, Miscellaneous Information, and its instructions. 2 However, the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup withholding: medical and health care payments, attorneys’ fees, gross proceeds paid to an attorney reportable under section 6045(f), and payments for services paid by a federal executive agency. Exemption from FATCA reporting code. The following codes identify payees that are exempt from reporting under FATCA. These codes apply to persons submitting this form for accounts maintained outside of the United States by certain foreign financial institutions. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial institution is subject to these requirements. A requester may indicate that a code is not required by providing you with a Form W-9 with “Not Applicable” (or any similar indication) entered on the line for a FATCA exemption code. A—An organization exempt from tax under section 501(a) or any individual retirement plan as defined in section 7701(a)(37). B—The United States or any of its agencies or instrumentalities. C—A state, the District of Columbia, a U.S. commonwealth or territory, or any of their political subdivisions or instrumentalities. D—A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472-1(c)(1)(i). E—A corporation that is a member of the same expanded affiliated group as a corporation described in Regulations section 1.1472-1(c)(1)(i).
F—A dealer in securities, commodities, or derivative financial instruments (including notional principal contracts, futures, forwards, and options) that is registered as such under the laws of the United States or any state. G—A real estate investment trust. H—A regulated investment company as defined in section 851 or an entity registered at all times during the tax year under the Investment Company Act of 1940. I—A common trust fund as defined in section 584(a). J— A bank as defined in section 581. K—A broker. L—A trust exempt from tax under section 664 or described in section 4947(a)(1). M—A tax-exempt trust under a section 403(b) plan or section 457(g) plan. Note: You may wish to consult with the financial institution requesting this form to determine whether the FATCA code and/or exempt payee code should be completed.
Line 5 Enter your address (number, street, and apartment or suite number). This is where the requester of this Form W-9 will mail your information returns. If this address differs from the one the requester already has on file, enter “NEW” at the top. If a new address is provided, there is still a chance the old address will be used until the payor changes your address in their records.
Line 6 Enter your city, state, and ZIP code.
Part I. Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. If you are a resident alien and you do not have, and are not eligible to get, an SSN, your TIN is your IRS ITIN. Enter it in the entry space for the Social security number. If you do not have an ITIN, see How to get a TIN below. If you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN. If you are a single-member LLC that is disregarded as an entity separate from its owner, enter the owner’s SSN (or EIN, if the owner has one). If the LLC is classified as a corporation or partnership, enter the entity’s EIN. Note: See What Name and Number To Give the Requester, later, for further clarification of name and TIN combinations. How to get a TIN. If you do not have a TIN, apply for one immediately. To apply for an SSN, get Form SS-5, Application for a Social Security Card, from your local SSA office or get this form online at www.SSA.gov. You may also get this form by calling 800-772-1213. Use Form W-7, Application for IRS Individual Taxpayer Identification Number, to apply for an ITIN, or Form SS-4, Application for Employer Identification Number, to apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/EIN. Go to www.irs.gov/Forms to view, download, or print Form W-7 and/or Form SS-4. Or, you can go to www.irs.gov/OrderForms to place an order and have Form W-7 and/or Form SS-4 mailed to you within 15 business days. If you are asked to complete Form W-9 but do not have a TIN, apply for a TIN and enter “Applied For” in the space for the TIN, sign and date the form, and give it to the requester. For interest and dividend payments, and certain payments made with respect to readily tradable instruments, you will generally have 60 days to get a TIN and give it to the requester before you are subject to backup withholding on payments. The 60-day rule does not apply to other types of payments. You will be subject to backup withholding on all such payments until you provide your TIN to the requester. Note: Entering “Applied For” means that you have already applied for a TIN or that you intend to apply for one soon. See also Establishing U.S. status for purposes of chapter 3 and chapter 4 withholding, earlier, for when you may instead be subject to withholding under chapter 3 or 4 of the Code. Caution: A disregarded U.S. entity that has a foreign owner must use the appropriate Form W-8.
Part II. Certification
For this type of account:
To establish to the withholding agent that you are a U.S. person, or resident alien, sign Form W-9. You may be requested to sign by the withholding agent even if item 1, 4, or 5 below indicates otherwise. For a joint account, only the person whose TIN is shown in Part I should sign (when required). In the case of a disregarded entity, the person identified on line 1 must sign. Exempt payees, see Exempt payee code, earlier. Signature requirements. Complete the certification as indicated in items 1 through 5 below. 1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983. You must give your correct TIN, but you do not have to sign the certification. 2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the certification before signing the form. 3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification. 4. Other payments. You must give your correct TIN, but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. “Other payments” include payments made in the course of the requester’s trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations), payments to a nonemployee for services, payments made in settlement of payment card and third-party network transactions, payments to certain fishing boat crew members and fishermen, and gross proceeds paid to attorneys (including payments to corporations). 5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), ABLE accounts (under section 529A), IRA, Coverdell ESA, Archer MSA or HSA contributions or distributions, and pension distributions. You must give your correct TIN, but you do not have to sign the certification.
What Name and Number To Give the Requester For this type of account:
Give name and SSN of:
1. Individual
The individual
2. Two or more individuals (joint account) other than an account maintained by an FFI
The actual owner of the account or, if combined funds, the first individual on the account1
3. Two or more U.S. persons (joint account maintained by an FFI)
Each holder of the account
4. Custodial account of a minor (Uniform Gift to Minors Act)
The minor2
5. a. The usual revocable savings trust (grantor is also trustee)
The grantor-trustee1
b. So-called trust account that is not a legal or valid trust under state law
The actual owner
1
6. Sole proprietorship or disregarded entity owned by an individual
The owner3
7. Grantor trust filing under Optional Filing Method 1 (see Regulations section 1.671-4(b)(2)(i)(A))**
The grantor*
Give name and EIN of:
8. Disregarded entity not owned by an individual
The owner
9. A valid trust, estate, or pension trust
Legal entity4
10. Corporation or LLC electing corporate status on Form 8832 or Form 2553
The corporation
11. Association, club, religious, charitable, educational, or other tax-exempt organization
The organization
12. Partnership or multi-member LLC
The partnership
13. A broker or registered nominee
The broker or nominee
14. Account with the Department of Agriculture in the name of a public entity (such as a state or local government, school district, or prison) that receives agricultural program payments
The public entity
15. Grantor trust filing Form 1041 or under the Optional Filing Method 2, requiring Form 1099 (see Regulations section 1.671-4(b)(2)(i)(B))**
The trust
List first and circle the name of the person whose number you furnish. If only one person on a joint account has an SSN, that person’s number must be furnished.
1
Circle the minor’s name and furnish the minor’s SSN. You must show your individual name on line 1, and enter your business or DBA name, if any, on line 2. You may use either your SSN or EIN (if you have one), but the IRS encourages you to use your SSN.
2 3
List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) * Note: The grantor must also provide a Form W-9 to the trustee of the trust. ** For more information on optional filing methods for grantor trusts, see the Instructions for Form 1041. Note: If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed.
4
Secure Your Tax Records From Identity Theft Identity theft occurs when someone uses your personal information, such as your name, SSN, or other identifying information, without your permission to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund. To reduce your risk: • Protect your SSN, • Ensure your employer is protecting your SSN, and • Be careful when choosing a tax return preparer. If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter. If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity, or a questionable credit report, contact the IRS Identity Theft Hotline at 800-908-4490 or submit Form 14039. For more information, see Pub. 5027, Identity Theft Information for Taxpayers.
Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll-free case intake line at 877-777-4778 or TTY/TDD 800-829-4059. Protect yourself from suspicious emails or phishing schemes. Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft. The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts. If you receive an unsolicited email claiming to be from the IRS, forward this message to phishing@irs.gov. You may also report misuse of the IRS name, logo, or other IRS property to the Treasury Inspector General for Tax Administration (TIGTA) at 800-366-4484. You can forward suspicious emails to the Federal Trade Commission at spam@uce.gov or report them at www.ftc.gov/complaint. You can contact the FTC at www.ftc.gov/idtheft or 877-IDTHEFT (877-438-4338). If you have been the victim of identity theft, see www.IdentityTheft.gov and Pub. 5027. Go to www.irs.gov/IdentityTheft to learn more about identity theft and how to reduce your risk.
Privacy Act Notice Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an IRA, Archer MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and territories for use in administering their laws. The information may also be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payors must generally withhold a percentage of taxable interest, dividends, and certain other payments to a payee who does not give a TIN to the payor. Certain penalties may also apply for providing false or fraudulent information.
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses Year Round Program (Programs for 12 months)
Subtotal
2026-2027 projection
2025-2026 actuals
$15,000.00
$31,127.00
$15,000.00
$31,127.00
Difference
Income
Year Round Program -$16,127.00 (Programs for 12 months)
2026-2027 projection
2025-2026 actuals
$11,000.00
$10,420.00
Difference
$580.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
-$16,127.00
$0.00
Other Expenses
$0.00 $0.00
$0.00
$0.00 $0.00 $0.00
$0.00 Subtotal Income
$11,000.00
$10,420.00
$580.00
Income Sponsors
$0.00 $0.00 $0.00
Income Other
$0.00
TDC grant funding
$17,500.00
$17,500.00
$0.00
$0.00
Total Income
$28,500.00
$27,920.00
$0.00
Grants
$7,000.00
$3,921.00
$580.00 $3,079.00
$0.00
Total Expenses Paid
$35,500.00
$48,627.00
$500.00
Income for program expenses was received in a prior Fiscal Period (legacy giving -$16,786.00 donation)
$0.00
Subtotal Other Expenses
Profit/Loss
-$13,127.00
Marketing - please specify Brevard/Out-of-County Marketing Expenses
$0.00
Out of County
$15,000.00
$10,000.00
$5,000.00
Brevard county
$5,000.00
$7,500.00
-$2,500.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses
$20,000.00
$17,500.00
$2,500.00
Total Expenses 2026-2027
$35,000.00 $48,627.00
-$13,627.00
.
Updated: 6/19/2026
Astronaut Memorial Foundation
Return to Table of Contents
For TDO use: PROJECT #7
FIORIDA
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
mi
Program
checklist
Organization:
o ogariization
Support
The
Astronauts
year-round
Memorial
programming?
NO
I
Applicant
Event
Name:
Yes 1.
CompLeted
2.
CopyoflRSArticLesof
application
Incorporation 3.
/J
')'%
4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
(if applicable)
(if applicable) W-9
X
Income/Expense (required
8.
Copy
of the AppLicant
or 250
Js l._ I 6ocumerits
Peter
Cranis,
worksheet
x
for all applicants)
appLication
(Cultural)
x X
(March
2024) 7.
Comment
NAr
- (if applicable)
CopyoflRSDeterminationletter
6.
All
No
'X /)
- (if applicable)
This
Foundation
meets
the
room
nights
checkList
minimum
X requirement
of 5,001
out-of-county
attendees
(Sports).
NO have
beeiq
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Primary contact phone number 321-467-5328 Primary contact email psecor@amfcse.org Secondary contact name Chris Albritton Secondary contact phone number 321-696-9202 Secondary contact email calbritton@amfcse.org Organization website address https://amfcse.org
6. (untitled) 4. Which best describes your organization? 501(C)(3)
7. (untitled) 5.
What is your Federal Employee ID number? 59-2637266
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
9. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
10. (untitled)
What is the first date of your event?
11. (untitled)
In total, how many days will your event be held?
12. (untitled) 7.
Do you have a second event? No
13. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled)
What types of marketing do you plan to do for this event?
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Direct mail Social media (Facebook, Instagram, YouTube, etc.) TV/Video
22. (untitled)
What are your social media handles?
9.
Facebook : amfcse Instagram : astronautsmemorial YouTube : amf875
23. (untitled) 10.
What hashtags do you currently use?
NA
24. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening
procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Paul Secor
25. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
IRS_501_c_3_Letter_09-07-1989_(1).pdf
26. (untitled) 13.
Upload a copy of your organization's 990 form.
AMF_990.pdf
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
Sunbiz.pdf
29. (untitled) 15.
Upload your completed W-9 form.
AMF_W9_(1).pdf
30. (untitled) 16.
Upload your completed Event Income/Expense report.
Copy_of_MSP_Revenue_Expense_worksheet_FY26-27.pdf
31. (untitled) 17.
Upload your completed Checklist.
Checklist_-_TDC.pdf
32. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Paul Secor
33. Thank You! New Send Email Jun 18, 2026 18:02:18 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
D i v i s i o n o f C o r p o r at i o n s
Florida Department of State
Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name Florida Not For Profit Corporation THE ASTRONAUTS MEMORIAL FOUNDATION, INC. Filing Information
Document Number
N13749
FEI/EIN Number
59-2637266
Date Filed
03/07/1986
Effective Date
03/06/1986
State
FL
Status
ACTIVE
Principal Address
THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Changed: 02/24/2015 Mailing Address
THE CENTER FOR SPACE EDUCATION MAIL CODE: AMF KENNEDY SPACE CENTER, FL 32899 Changed: 03/20/1995 Registered Agent Name & Address
ALTMAN, THAD THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Name Changed: 03/11/2013 Address Changed: 04/20/2009 Officer/Director Detail
Name & Address Title CEO & Executive Director
ALTMAN, THAD THE CENTER FOR SPACE EDUCATION MAIL CODE: AMF KENNEDY SPACE CENTER, FL 32899 Title Immediate Past Chair Fulgham, Kathie S 4125 Mountain Creek Rd Chattanooga, TN 37415 Title Director Allen, Andrew Mail Code TOSC-001 Kennedy Space Center, FL 32815 Title Secretary Stevenson, Karen Basset 1625 N Adams Street #301 Fredricksburg, TX 78624 Title Charman MacCullum, Taber THE CENTER FOR SPACE EDUCATION MAIL CODE: AMF KENNEDY SPACE CENTER, FL 32899 Title Director Coleman, Denise THE CENTER FOR SPACE EDUCATION MAIL CODE: AMF KENNEDY SPACE CENTER, FL 32899 Title Treasurer Andre, Jessica c/o State Road 405, Building M6-306, Kennedy Space Center, FL 32899 Kennedy Space Center, FL 32899 Title Director Chari, Raja THE CENTER FOR SPACE EDUCATION MAIL CODE: AMF KENNEDY SPACE CENTER, FL 32899 Title Director
Morgan, Barbara R THE CENTER FOR SPACE EDUCATION MAIL CODE: AMF KENNEDY SPACE CENTER, FL 32899 Title Director Beck, William THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Title Director Beddingfield, Matthew THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Title Director Blader, Elizabeth, Phd THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Title Director Black, Courtney THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Title Director Brown, Kevin THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Title Director Koosha, Behzad, Phd THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Title Director
McCool, Kristie THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Title Director McKeown, Kevin THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Title Director Potter, William, Esq. THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Title Director Steel, Pamela THE CENTER FOR SPACE EDUCATION S.R. 405, BLDG. M6-306 KENNEDY SPACE CENTER, FL 32899 Annual Reports
Report Year
Filed Date
2024
02/05/2024
2025
02/26/2025
2026
02/20/2026
Document Images 02/20/2026 -- ANNUAL REPORT
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02/26/2025 -- ANNUAL REPORT
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02/05/2024 -- ANNUAL REPORT
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01/30/2023 -- ANNUAL REPORT
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02/09/2018 -- ANNUAL REPORT
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02/24/2015 -- ANNUAL REPORT
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04/23/1998 -- ANNUAL REPORT
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04/24/1997 -- ANNUAL REPORT
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02/20/1996 -- ANNUAL REPORT
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03/20/1995 -- ANNUAL REPORT
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Florida Department of State, Division of Corporations
Form
OMB No. 1545
Return of Organization Exempt From Income Tax
990
0047
2024
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)Do not enter social security numbers on this form as it may be made public.
Open to Public Inspection
Go to www.irs.gov/Form990 for instructions and the latest information. Department of the Treasury Internal Revenue Service A
For the 2024 calendar year, or tax year beginning 07012024
, and ending 06302025
C Name of organization ASTRONAUTS MEMORIAL FOUNDATION INC
B Check if applicable: Address change
D Employer identification number
592637266
Name change Initial return
Doing business as
Final return/terminated
E Telephone number
Amended return Application pending
Number and street (or P.O. box if mail is not delivered to street address) Room/suite STATE ROAD 405 M6306
(321) 4522887
City or town, state or province, country, and ZIP or foreign postal code KENNEDY SPACE CENTER, FL 32899
G Gross receipts $ 1,538,147
F Name and address of principal officer: THAD ALTMAN STATE ROAD 405 M6306 K E N N E D Y S P A C E C E N T E R, F L 3 2 8 9 9 I J
Taxexempt status:
Website:
501(c)(3)
501(c) (
H(a) Is this a group return for subordinates? H(b) Are all subordinates included?
) (insert no.)
4947(a)(1) or
Corporation
No No
If "No," attach a list. See instructions.
527
H(c) Group exemption number
WWW.AMFCSE.ORG
K Form of organization:
Yes Yes
Trust
Association
L Year of formation: 1986
Other
M State of legal domicile: FL
Summary
Part I
1 Briefly describe the organization’s mission or most significant activities: THE FOUNDATION HONORS AND MEMORIALIZES ASTRONAUTS WHO HAVE SACRIFICED THEIR LIVES FOR THE NATION AND SPACE PROGRAM BY SPONSORING THE NATIONAL SPACE MIRROR MEMORIAL, & IMPLEMENTING INNOVATIVE EDUCATIONAL TECHNOLOGY PROGRAMS.
if the organization discontinued its operations or disposed of more than 25% of its net assets. 2 Check this box . . . . . . . 3 Number of voting members of the governing body (Part VI, line 1a) . 3
12
4 Number of independent voting members of the governing body (Part VI, line 1b)
12
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) .
6 Total number of volunteers (estimate if necessary) 7a
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Total unrelated business revenue from Part VIII, column (C), line 12
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4
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5
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6
30
7a
0
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b Net unrelated business taxable income from Form 990T, Part I, line 11 . . . . . . . . .
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7b Prior Year
Current Year
8 Contributions and grants (Part VIII, line 1h)
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535,475
1,084,893
9 Program service revenue (Part VIII, line 2g)
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22,001
56,598
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d )
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133,767
71,573
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
12
Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)
13
Grants and similar amounts paid (Part IX, column (A), lines 1–3 ) .
14
Benefits paid to or for members (Part IX, column (A), line 4) .
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)
16a Professional fundraising fees (Part IX, column (A), line 11e)
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. .
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668,414
325,083
1,359,657
1,538,147
. .
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0 .
.
0 885,897
950,322
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0
b Total fundraising expenses (Part IX, column (D), line 25) 252,572 17
Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) .
18
Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)
19
Revenue less expenses. Subtract line 18 from line 12 .
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1,253,675
1,195,466
2,139,572
2,145,788
.
779,915
607,641
Beginning of Current Year
20
Total assets (Part X, line 16) .
21
Total liabilities (Part X, line 26) .
22
Net assets or fund balances. Subtract line 21 from line 20 .
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. .
. .
. .
. .
. .
. .
. .
. .
. .
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. .
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. .
.
End of Year
11,433,140 .
.
10,970,269
216,008
190,966
11,217,132
10,779,303
Signature Block
Part II
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer THAD ALTMAN PRESIDENT & CEO Type or print name and title Print/Type preparer's name
Paid Preparer Use Only
Firm's name
20251125 Date
Preparer's signature
Date PTIN if 20251218 Check P01711654 selfemployed Firm's EIN 592046542
DAVIES HOUSER & SECREST CPA PA
Firm's address PO BOX 129
Phone no. (321) 6360426
COCOA, FL 329230129
May the IRS discuss this return with the preparer shown above? See Instructions. For Paperwork Reduction Act Notice, see the separate instructions.
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Cat. No. 11282Y
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Yes
No
Form 990 (2024)
Page 2
Form 990 (2024)
Part III
Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III .
1
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Briefly describe the organization’s mission:
THE ASTRONAUTS MEMORIAL FOUNDATION HONORS AND MEMORIALIZES THOSE ASTRONAUTS WHO HAVE SACRIFICED THEIR LIVES FOR THE NATION AND THE SPACE PROGRAM BY SPONSORING THE NATIONAL SPACE MIRROR MEMORIAL, AND BY IMPLEMENTING INNOVATIVE EDUCATIONAL TECHNOLOGY PROGRAMS.
2
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990EZ?
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Yes
No
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Yes
No
If "Yes," describe these new services on Schedule O. 3
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
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If "Yes," describe these changes on Schedule O. 4
4a
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. (Code:
) (Expenses $
330,592
including grants of $
) (Revenue $
)
UPKEEP AND MAINTENANCE OF THE PERMANENT ASTRONAUT MEMORIAL LOCATED AT KENNEDY SPACE CENTER. THE ASTRONAUTS MEMORIAL FOUNDATION'S SPACE MIRROR MEMORIAL IS A UNIQUE BLEND OF ART AND SCIENCE AND A FITTING TRIBUTE TO THE ASTRONAUTS BEING HONORED. THE SPACE MIRROR IS 42.5 FEET HIGH AND 50 FEET WIDE AND IS CONSTRUCTED OF MIRRORFINISHED GRANITE. IT CONSISTS OF 90 GRANITE PANELS THAT ARE 80 5FOOT X 5FOOT AND 10 HALF SIZED PANELS. EACH FULL PANEL IS TWO INCHES THICK AND WEIGHS 500 POUNDS. THE SUN'S RAYS ARE PROJECTED THROUGH THE NAMES OF THE ASTRONAUTS, WHICH ARE ENGRAVED THROUGH THE GRANITE. THE LATTER SPACES ARE FILLED WITH CRYSTAL CLEAR ACRYLIC, MINUTELY JAGGED ON THE FRONT SIDE TO DIFFUSE THE LIGHT. POWERFUL LIGHTS ILLUMINATE THE ASTRONAUTS' NAMES 24 HOURS A DAY, 365 DAYS A YEAR.
4b
(Code:
) (Expenses $
464,627
including grants of $
) (Revenue $
)
THE ASTRONAUTS MEMORIAL FOUNDATION CAPTURES THE TECHNOLOGY DEVELOPED IN THE UNITED STATES' SPACE PROGRAM AND APPLIES IT TO THE FIELD OF EDUCATION. WE PARTNER WITH THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION TO PROVIDE TECHNOLOGY TRAINING TO EDUCATORS THROUGHOUT THE NATION WITH A PARTICULAR EMPHASIS ON SPACERELATED TECHNOLOGY. IN ADDITION, AT THE CENTER FOR SPACE EDUCATION WE OFFER SPACERELATED EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS, AND, IN DOING SO, WE IMPROVE THE QUALITY OF THE WORKFORCE IN THE SPACE INDUSTRY.
4c
(Code:
) (Expenses $
657,685
including grants of $
) (Revenue $
)
OPERATIONS AND MAINTENANCE OF THE CENTER FOR SPACE EDUCATION. THIS "LIVING MEMORIAL" TO THE ASTRONAUTS HAS A TWOFOLD MISSION. TO FOSTER AN UNDERSTANDING OF SPACE EXPLORATION AMONG PEOPLE, TEACHERS, AND KENNEDY SPACE CENTER VISITORS. TO IMPROVE AMERICAN EDUCATION THROUGH THE ACCELERATED AND EFFECTIVE APPLICATION OF TECHNOLOGY IN OUR SCHOOLS. THIS 47,000 SQUAREFOOT FACILITY IS LOCATED ON SIX ACRES AT THE KENNEDY SPACE CENTER VISITOR COMPLEX, WHICH DRAWS NEARLY THREEMILLION VISITORS EACH YEAR TO SPACE EDUCATION AT THE CENTER. NASA CONDUCTS MANY SPACE EDUCATION PROGRAMS IN THE CENTER. ITS POPULAR EXPLORATION STATION HOSTS MORE THAN 1,000 SCHOOL FIELD TRIPS EACH YEAR AND HUNDREDS OF THOUSANDS OF OTHER VISITORS. SCHOOL GROUPS TAKE PART IN A LECTURE/DEMONSTRATION PROGRAM AS WELL AS HANDS ON SCIENCE ACTIVITIES USING ACTUAL SPACE HARDWARE AND ARTIFACTS. VISITORS ENJOY THE HANDS ON PORTION OF THE PROGRAM NASA'S EDUCATOR RESOURCE CENTER. AS AN EDUCATOR, YOU ARE INVITED TO VISIT NASA'S EDUCATOR RESOURCE CENTER, ALSO LOCATED IN THE CENTER FOR SPACE EDUCATION. YOU WILL RECEIVE A PACKET OF NASA PRINTED MATERIAL AND HAVE THE OPPORTUNITY TO COPY A VARIETY OF VIDEOTAPES, SLIDES AND SOFTWARE ONTO YOUR OWN BLANK TAPES, FILM AND DISKS. THE CENTER HOUSES THE AMF EDUCATIONAL TECHNOLOGY INSTITUTE, A NATIONAL ORGANIZATION WHICH PROVIDES TRAINING, DEMONSTRATION AND DEVELOPMENTAL PROGRAMS FOR EDUCATORS IN PARTNERSHIP WITH CORPORATIONS, GOVERNMENT AGENCIES, EDUCATIONAL INSTITUTES AND NATIONAL ASSOCIATIONS FLORIDA SPACE INSTITUTE.
4d
Other program services (Describe in Schedule O.) (Expenses $
4e
Total program service expenses
including grants of $
) (Revenue $
)
1,452,904 Form 990 (2024)
Page 3
Form 990 (2024)
Part IV
Checklist of Required Schedules Yes
1
No
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A . . . . . . . . . . . . . . . . . . . . .
1
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions.
2
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I . . . . . . . . . . . . .
3
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II . . . . . . . . .
4
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 9819? If "Yes," complete Schedule C, Part III . . 5
No
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7
8 9
10 11
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Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D,Part I . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II . . . . Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III . . . . . . . . . . . . . .
Yes Yes No
No
6
No
7 8
Yes
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV . . . . . . . . . . . . . . Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V . . . . . .
No
9 10
Yes
11a
Yes
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI.
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b Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII c
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Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII
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No
11b
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Yes
11c
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d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets e
reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . . . . . Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
11d
No
11e
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? 11f "Yes," complete Schedule Part X independent audited financial statements for the tax year? If "Yes," complete 12a If Did the organization obtainD, separate, 12a Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional 13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
14a Did the organization maintain an office, employees, or agents outside of the United States?
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b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV . the . organization . . . . report . .on Part . 15 Did IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV . 16
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Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV . . .
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. . . . .
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II . . . . . . . . . . . .
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? I f "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . . . . .
20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H .
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b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? 21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . .
No Yes
12b
No
13
No
14a
No
14b
No
15
No
16
No
17
No
18
No
19
No
20a
No
20b 21
No Form 990 (2024)
Page 4
Form 990 (2024)
Part IV
Checklist of Required Schedules (continued) Yes
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . .
22
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . 24a Did the organization have a taxexempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a . . . . . . . . . . . . . . .
No
23
b Did the organization invest any proceeds of taxexempt bonds beyond a temporary period exception? . c
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No
24a
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24b
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any taxexempt bonds? . . . . . . . . . . . . . . .
24c 24d 25a
No
25b
No
former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, aPart II or . other . . assistance . . . to .any. current . . or .former officer, director, trustee, key Did the organization provide grant
26
No
employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If "Yes," completeSchedule L,Part III . . . . . . . . . . . . . . . . . . . . . . . . .
27
No
28a
No
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990EZ? I f "Yes," complete Schedule L, Part I . the . organization . . . . report . .any. amount . . on. Part . X,. line . 5 .or 22 . for . receivables . . . . . or payables to any current or 26 Did from
28
Yes
23
d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? . . . 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I . . . .
27
No
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . b A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV .
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No
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . .
28c
No
29
Did the organization receive more than $25,000 in noncash contributions? If "Yes," complete Schedule M .
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29
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .terminate, . . . or dissolve . . . and . cease . . operations? . . . If."Yes," . complete . . Did the organization liquidate, Schedule N, Part I
30
No
31
No
32
No
33
No
34
No
35a
No
c
31 32 33 34
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.77012 and 301.77013? If "Yes," Schedule R, Part I .taxexempt . . . or. taxable . . entity? . . If ."Yes," . complete . Was the complete organization related to any Schedule R, Part II, III, or IV, and Part V, line 1 .
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35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? b If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 . . . 36 37 38
35b
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt noncharitable related organization? If "Yes," complete Schedule R, Part V, line 2 . . . . . . . . . . . . .
36
No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
No
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. . . . . . . . . . . . .
38
Part V
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V .
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Yes
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1a Enter the number reported in box 3 of Form 1096. Enter 0 if not applicable . . b Enter the number of Forms W2G included on line 1a. Enter 0 if not applicable c
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1a
13
1b
0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . .
. No
1c Form 990 (2024)
Page 5
Form 990 (2024)
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a Enter the number of employees reported on Form W3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return . . . . . . . . . . . . . . . . . .
2a
9 2b
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 3a Did the organization have unrelated business gross income of $1,000 or more during the year? .
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b If “Yes,” has it filed a Form 990T for this year? If “No” to line 3b, provide an explanation in Schedule O .
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Yes
3a
No
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3b
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . the . name of the foreign country: b If "Yes," enter See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts 5a (FBAR). Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . .
4a
No
5a
No
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
5c
If "Yes," to line 5a or 5b, did the organization file Form 8886T?
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6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . .
6a
b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . 7
6b
Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . .
7a
b If "Yes," did the organization notify the donor of the value of the goods or services provided?
7b
c
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Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . .
d If "Yes," indicate the number of Forms 8282 filed during the year e
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h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098C? . . . . . . . . . . . . . . . . . . . . . . . . . .
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? . . . organizations . . . . maintaining . Sponsoring donor advised funds.
a Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . 10
No
7e
No
7f
No
7g 7h
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9b
Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on Part VIII, line 12
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10a
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders
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10b
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11a
b Gross income from other sources. (Do not net amounts due or paid to other 11b sources against amounts due or received from them.) . . . . . . . . . . 12a Section 4947(a)(1) nonexempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? b If "Yes," enter the amount of taxexempt interest received or accrued during the year. 13
7c
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . . . . . . . . . . . . . . . . . . . . .
9
No
7d
f
8
No
12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . . Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . .
13b
c
13c
Enter the amount of reserves on hand
.
.
.
.
.
.
.
.
.
.
.
.
14a Did the organization receive any payments for indoor tanning services during the tax year? .
.
.
14a
b If "Yes," has it filed a Form 720 to report these payments?If "No," provide an explanation in Schedule O .
.
14b
15
16 17
.
13a
.
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . If "Yes," Is the organization see the instructions an educational and file institution Form 4720, subject Schedule to theN. section 4968 excise tax on net investment income? . . If "Yes," complete Form 4720, Schedule O. Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? . . If "Yes," complete Form 6069.
No
15
No
16
No
17 Form 990 (2024)
Page 6
Form 990 (2024)
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . . .
Section A. Governing Body and Management Yes 1a Enter the number of voting members of the governing body at the end of the tax year If there are material differences in voting rights among members of the governing
1a
12
1b
12
No
body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. b Enter the number of voting members included in line 1a, above, who are independent 2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . .
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
4
.
5
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the. organization become aware during the year of a significant diversion of the organization’s assets? .
6
Did the organization have members or stockholders?
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7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . . . 8
2
No
3
No
4
No
5
No
6
No
7a
No
7b
No
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a The governing body?
.
.
.
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.
b Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O . . . . . . .
8a
Yes
8b
Yes
9
9
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes 10a Did the organization have local chapters, branches, or affiliates?
.
.
.
.
.
.
.
.
.
.
.
.
10a
b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11a
b Describe on Schedule O the process, if any, used by the organization to review this Form 990. . . . . . 12a Did the organization have a written conflict of interest policy? If "No," go to line 13 . . . .
12a
Yes
.
.
.
b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? . . . . . . . . . . . . . . . . . . . . . . . . . .
No
12b
Yes
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done . . . . . . . . . . . . . . . . . . .
12c
Yes
13
Did the organization have a written whistleblower policy?
.
.
.
.
.
.
.
.
.
.
13
Yes
14
Did the organization have a written document retention and destruction policy?
.
.
.
.
.
.
.
.
.
14
Yes
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? 15a
Yes
c
.
.
.
.
.
a The organization’s CEO, Executive Director, or top management official b Other officers or key employees of the organization
.
.
.
.
.
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
No No
15b
No
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . .
16a
No
b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? . . . . . . . . . . . .
16b
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
Section C. Disclosure 17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024A, if applicable), 990, and 990T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records: L A U R A L E W I S S T A T E R O A D 4 0 5 M 6 3 0 6 K E N N E D Y S P A C E C E N T E R, F L 3 2 8 9 9 ( 3 2 1 ) 4 5 2 2 8 8 7
FL
Own website
Another's website
Upon request
Other (explain in Schedule O)
Form 990 (2024)
Page 7
Form 990 (2024)
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII .
.
.
.
.
.
.
.
.
.
.
.
.
.
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year. List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter 0 in columns (D), (E), and (F) if no compensation was paid. List all of the organization’s current key employees, if any. See the instructions for definition of "key employee." List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable compensation (box 5 of Form W2, box 6 of Form 1099MISC, and/or box 1 of Form 1099NEC) of more than $100,000 from the organization and any related organizations. List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (A) Name and title
(B) Average hours per week (list any hours for related organizations below dotted line)
(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D) Reportable compensation from the organization (W2/1099 MISC/1099 NEC)
(E) Reportable compensation from related organizations (W2/1099 MISC/1099 NEC)
(F) Estimated amount of other compensation from the organization and related organizations
X
181,500
0
0
Institutional Trustee;
50.00 (1) THAD ALTMAN ...................................................................... ................. PRESIDENT & 2.00 (2) KATHIE SCOBEE FULGHAM ...................................................................... ................. CHAIR
X
X
0
0
0
2.00 (3) TABER MACCALLUM ...................................................................... ................. VICECHAIR
X
X
0
0
0
2.00 (4) KAREN BASSETT STEVENSON ...................................................................... ................. SECRETARY
X
X
0
0
0
2.00 (5) JESSICA ANDRE ...................................................................... ................. TREASURER
X
X
0
0
0
2.00 (6) SHERYL CHAFFEE ...................................................................... ................. IMMEDIATE PA
X
X
0
0
0
2.00 (7) ANDREW ALLEN ...................................................................... ................. DIRECTOR
X
0
0
0
2.00 (8) BONNIE BAER ...................................................................... ................. DIRECTOR
X
0
0
0
2.00 (9) NANCY P BRAY ...................................................................... ................. DIRECTOR
X
0
0
0
2.00 (10) RAJA CHARI ...................................................................... ................. DIRECTOR
X
0
0
0
2.00 (11) DENISE COLEMAN ...................................................................... ................. DIRECTOR
X
0
0
0
2.00 (12) KEVIN MCKEOWN ...................................................................... ................. DIRECTOR
X
0
0
0
2.00 (13) BARBARA MORGAN ...................................................................... ................. DIRECTOR
X
0
0
0
Form 990 (2024)
Page 8
Form 990 (2024)
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
Part VII
(A) Name and title
1b SubTotal .
.
(B) Average hours per week (list any hours for related organizations below dotted line)
.
.
.
.
.
(C) Position (do not check more than one box, unless person is both an officer and a director/trustee) Institutional Trustee;
.
.
c Total from continuation sheets to Part VII, Section A .
.
.
d Total (add lines 1b and 1c) .
.
.
(D) Reportable compensation from the organization (W2/1099 MISC/1099 NEC)
.
.
.
. .
. .
. .
.
(E) Reportable compensation from related organizations (W2/1099 MISC/1099 NEC)
(F) Estimated amount of other compensation from the organization and related organizations
181,500
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 1
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual . . . . . . . . . . . . . .
3
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual
4
Yes
. 5
.
.
.
.
.
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.
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.
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.
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.
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.
.
.
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?If "Yes," complete Schedule J for such person . . . . . . . .
No
No
Yes
5
No
Section B. Independent Contractors 1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year. (A) Name and business address
(B) Description of services
(C) Compensation
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization Form 990 (2024)
Page 9
Form 990 (2024)
Part VIII
Statement of Revenue Check if Schedule O contains a response or note to any line in this Part VIII . (A) Total revenue
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns . b Membership dues .
.
.
.
.
.
(B) Related or exempt function revenue .
.
.
.
.
.
.
(D) Revenue excluded from tax under sections 512 514
1a
.
c Fundraising events .
.
(C) Unrelated business revenue
1b .
1c
d Related organizations
1d
e Government grants (contributions)
1e
468,421
1f
616,472
f All other contributions, gifts, grants, and similar amounts not included above
g Noncash contributions included in lines 1a 1f:$
1g
h Total. Add lines 1a1f .
.
.
.
.
.
.
1,084,893
Business Code 56,598
2a TRAINING FEES
56,598
b c d e f All other program service revenue. g Total. Add lines 2a–2f.
.
.
.
56,598
.
3 Investment income (including dividends, interest, and other . . . taxexempt . . . 4 similar Incomeamounts) from investment of bond proceeds 5 Royalties .
.
.
.
.
.
.
.
.
.
(i) Real 6a Gross rents
79,618
8,045
8,045
.
(ii) Personal
6a
b Less: rental 6b expenses c Rental income or 6c (loss) d Net rental income or (loss) .
.
.
.
.
(i) Securities 7a Gross amount from sales of assets other than inventory b Less: cost or other basis and sales expenses c Gain or (loss)
79,618
.
.
(ii) Other
7a
8,045
7b
7c
d Net gain or (loss) .
8,045
.
.
.
.
8a Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 . . . .
.
.
.
.
8a
b Less: direct expenses 8b . income . . or (loss) from fundraising events . c Net
.
9a Gross income from gaming activities. 9a See Part IV, line 19 . . . b Less: direct expenses 9b . income . . or (loss) from gaming activities . c Net 10a Gross sales of inventory, less returns and allowances . .
.
10a
b Less: cost of goods sold 10b . . c Net income or (loss) from sales of inventory .
.
Business Code
OtherRevenueMiscAmt
11a F A C I L I T Y F E E S
322,963
322,963
b COIN SALES
2,120
2,120
c
d All other revenue
.
.
e Total. Add lines 11a–11d
.
. .
.
12 Total revenue. See instructions .
.
. .
. .
. .
325,083
.
1,538,147
381,681
71,573
Form 990 (2024)
Page 10
Form 990 (2024)
Part IX
Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX .
Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.
(A) Total expenses
.
.
.
(B) Program service expenses
.
.
.
.
.
.
(C) Management and general expenses
.
.
.
.
(D) Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 . . . . 2 Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . . . . . . . . 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. . . . . . . . . . . . . . 4 Benefits paid to or for members . . . . . . . 5 Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . .
181,500
127,050
18,150
36,300
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . . . . . . . . 620,134
462,859
57,702
99,573
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) . . . .
67,147
41,381
18,150
7,616
9 Other employee benefits
15,137
11,448
3,041
648
66,404
48,866
6,283
11,255
94,819
28,446
56,891
9,482
192,109
48,349
131,758
12,002
7 Other salaries and wages .
10 Payroll taxes
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
11 Fees for services (nonemployees): a Management
.
.
.
.
.
.
b Legal
.
.
.
.
.
.
.
.
c Accounting d Lobbying
.
.
. .
. .
.
.
.
.
.
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.
.
.
.
.
.
.
.
. .
e Professional fundraising services. See Part IV, line 17 f Investment management fees
.
.
.
.
.
.
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
10,746
159
329
10,258
23,208
5,437
14,719
3,052
185,678
154,916
27,375
3,387
135,869
125,000
10,869
94,473
88,933
5,540
a REPAIRS AND MAINTENANCE
223,740
222,611
1,129
b BUSINESS EXPENSE
88,488
7,505
60,059
c SPECIAL EVENTS
86,051
58,760
19,567
7,724
d FUNDRAISING
30,692
341
30,351
12 Advertising and promotion 13 Office expenses
.
.
.
.
.
.
.
.
.
.
14 Information technology
.
.
.
.
.
15 Royalties
.
.
.
.
16 Occupancy 17 Travel
.
. .
. .
. .
. .
. .
. .
. .
. .
.
.
.
.
. .
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 19 Conferences, conventions, and meetings
.
.
20 Interest
.
.
.
.
.
.
21 Payments to affiliates
. .
. .
. .
. .
. .
22 Depreciation, depletion, and amortization 23 Insurance
.
.
.
.
.
. .
.
.
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
e All other expenses 25 Total functional expenses. Add lines 1 through 24e
29,593
21,184
8,409
2,145,788
1,452,904
440,312
20,924
252,572
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here
if following SOP 982 (ASC 958720). Form 990 (2024)
Page 11
Form 990 (2024)
Part X
Balance Sheet Check if Schedule O contains a response or note to any line in this Part IX .
.
.
.
.
.
.
.
.
(A) Beginning of year 1 2
Cash–noninterestbearing
.
.
.
.
.
.
.
.
3
Savings and temporary cash investments . . . . . . . . . Pledges and grants receivable, net . .
4
Accounts receivable, net
5
7
Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons Loans . . and . other . .receivables . . from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) . . . Notes and loans receivable, net . . . . . . . . . . .
8
Inventories for sale or use
9
Prepaid expenses and deferred charges
6
10a b
.
.
.
.
.
.
.
. .
. .
.
.
. .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Less: accumulated depreciation
10b
7,190,204
Investments—other securities. See Part IV, line 11
2
107,429
4
8
7,882,000
.
10c
.
.
.
.
.
16
Other assets. See Part IV, line 11 . .assets. . . Add . lines . .1 through . . . (must . Total 15 equal line 33)
17
Accounts payable and accrued expenses
18
Grants payable
19
Deferred revenue
20
Taxexempt bond liabilities
21
Escrow or custodial account liability. Complete Part IV of Schedule D
21
22
22
23
Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . . . . . . . Secured mortgages and notes payable to unrelated third parties . .
24
Unsecured notes and loans payable to unrelated third parties
24
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 24). Complete Part X of Schedule D
26
Total liabilities. Add lines 17 through 25
.
. .
.
.
.
.
.
.
.
.
.
.
28
.
.
.
.
.
.
.
.
.
. .
. .
. .
.
.
.
2,550,107
14 104,329
15
29,613
11,433,140
16
10,970,269
216,008
17
190,966
.
.
.
19
.
.
.
.
20
.
.
25
216,008
26
190,966
10,172,973
27
9,934,986
1,044,159
28
844,317
and complete
lines 27, 28, 32, and 33. Net assets without donor restrictions . . . . . . . . . . Net assets with donor restrictions . . . . . . . . . . . Organizations that do not follow FASB ASC 958, check here
and
complete lines 29 through 33. Capital stock or trust principal, or current funds
30
Paidin or capital surplus, or land, building or equipment fund
31
Retained earnings, endowment, accumulated income, or other funds
32
Total net assets or fund balances . . . . . . . . . . . Total liabilities and net assets/fund balances . . . . . . . .
.
23
.
29
33
.
13
18
Organizations that follow FASB ASC 958, check here 27
.
. .
7,791,459
12 2,690,734
Intangible assets
.
118,740
11
15
.
49,132
7
14
.
431,218
6
Investments—programrelated. See Part IV, line 11 .
.
5
13
.
.
9 14,981,663
12
1
.
10a
Investments—publicly traded securities
400 528,344
119,904
.
Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
11
.
3 .
.
.
(B) End of year
. .
.
.
.
.
. .
29 .
.
30 31 11,217,132
32
11,433,140
33
10,779,303 10,970,269 Form 990 (2024)
Page 12
Form 990 (2024)
Part XI
Reconcilliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI .
.
.
.
.
.
.
.
.
.
.
.
.
.
1
Total revenue (must equal Part VIII, column (A), line 12)
.
.
.
.
.
.
.
.
.
.
.
.
1
1,538,147
2
Total expenses (must equal Part IX, column (A), line 25)
.
.
.
.
.
.
.
.
.
.
.
.
2
2,145,788
3
Revenue less expenses. Subtract line 2 from line 1
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A))
.
.
5
Net unrealized gains (losses) on investments
.
.
6
Donated services and use of facilities
7
Investment expenses
8
Prior period adjustments
9
Other changes in net assets or fund balances (explain in Schedule O)
.
. .
. .
.
. .
.
. .
.
.
.
.
.
.
.
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. .
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. .
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. .
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. .
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. .
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.
.
. .
.
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. .
.
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.
. .
.
.
.
. .
.
.
.
. .
.
.
.
. .
.
.
.
. .
.
.
. .
3
607,641
4
11,217,132
.
5
169,812
.
6
.
. .
.
7
. .
.
8
.
9
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column Part(B)) XII Financial Statements and Reporting
10
Check if Schedule O contains a response or note to any line in this Part XII .
.
.
.
.
.
10
.
.
10,779,303
.
.
.
. Yes
1
Accounting method used to prepare the Form 990:
Cash
Accrual
. No
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule O. 2a Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis
Consolidated basis
Both consolidated and separate basis
b Were the organization’s financial statements audited by an independent accountant?
2b
Yes
2c
Yes
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis c
Consolidated basis
Both consolidated and separate basis
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
No
Form 990 (2024)
SCHEDULE A (Form 990) Department of the Treasury Internal Revenue Service
OMB No. 15450047
Public Charity Status and Public Support
2024
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Name of the organization
Open to Public Inspection
Employer identification number
ASTRONAUTS MEMORIAL FOUNDATION INC
592637266
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:
5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a landgrant college or university or a nonland grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). C h e c k the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III nonfunctionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III nonfunctionally integrated supporting organization.
f g
Enter the number of supported organizations
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Provide the following information about the supported organization(s). (i) Name of supported organization
(ii) E I N
(iii) Type of organization (described on lines 1 10 above (see instructions))
(iv) Is the organization listed in your governing document?
Yes
(v) Amount of monetary support (see instructions)
(vi) Amount of other support (see instructions)
No
Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024
Page 2 Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.) Section A. Public Support
Schedule A (Form 990) 2024
Part II
Calendar year (a) 2 0 2 0 (b) 2 0 2 1 (c) 2 0 2 2 (d) 2 0 2 3 (e) 2 0 2 4 (f) Total (or fiscal year beginning in) 1 Gifts, grants, contributions, and 517,717 533,130 599,008 535,475 1,084,893 3,270,223 membership fees received. (Do not include any "unusual grant.") . . 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . 3 The value of services or facilities furnished by a governmental unit to the organization without charge.. 517,717 533,130 599,008 535,475 1,084,893 3,270,223 4 Total. Add lines 1 through 3 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . 6 Public support. Subtract line 5 from 3,270,223 line 4.
Section B. Total Support Calendar year (a) 2 0 2 0 (b) 2 0 2 1 (c) 2 0 2 2 (d) 2 0 2 3 (e) 2 0 2 4 (f) Total (or fiscal year beginning in) 517,717 533,130 599,008 535,475 1,084,893 3,270,223 7 Amounts from line 4. . 8 Gross income from interest, dividends, payments received on 121 153 121 3,577 79,618 83,590 securities loans, rents, royalties and income from similar sources . . . 9 Net income from unrelated business activities, whether or not the business is regularly carried on. . 10 Other income. Do not include gain 370,227 370,227 or loss from the sale of capital assets (Explain in Part VI.). . 11 Total support. Add lines 7 through 3,724,040 10 12 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . 12 2,737,132 13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage 14
Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) . . . . . . . . .
15
Public support percentage for 2023 Schedule A, Part II, line 14 . . . . . . . . . . . . . . .
14
87.810 %
15 83.250 % 16a 33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . .
17a 10%factsandcircumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "factsandcircumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "factsandcircumstances" test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . b 10%factsandcircumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "factsandcircumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "factsandcircumstances" test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . 18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and s e e instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 990) 2024
Page 3 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support
Schedule A (Form 990) 2024
Part III
Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's taxexempt purpose 3 Gross receipts from activities that are not an unrelated trade or business under section 513 . . . . . 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total. Add lines 1 through 5 7a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. c Add lines 7a and 7b. . 8 Public support. (Subtract line 7c from line 6.)
(a) 2 0 2 0
(b) 2 0 2 1
(c) 2 0 2 2
(d) 2 0 2 3
(e) 2 0 2 4
(f) Total
Section B. Total Support Calendar year (a) 2 0 2 0 (b) 2 0 2 1 (c) 2 0 2 2 (d) 2 0 2 3 (e) 2 0 2 4 (f) Total (or fiscal year beginning in) 9 Amounts from line 6. . . 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources . . b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1 9 7 5. c Add lines 10a and 10b. 11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . 13 Total support. (Add lines 9, 10c, 11, and 12.). . First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, 14 check this box and stop here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage 15
Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) . . . . . . . . .
15
16
Public support percentage from 2023 Schedule A, Part III, line 15 . . . . . . . . . . . . . . .
16
Section D. Computation of Investment Income Percentage 17
Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) . . . . . .
18
Investment income percentage from 2023 Schedule A, Part III, line 17 . . . . . . . . . . . . .
17
18 19a 33 1/3% support tests2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . b 33 1/3% support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . 20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . . . . Schedule A (Form 990) 2024
Page 4
Schedule A (Form 990) 2024
Part IV
Supporting Organizations
checked checked box
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you 12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations Yes 1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain.
1
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
c
5a
b c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
3a
3b
3c
4a
4b
4c
5a
5b
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? I f “Yes,” complete Part I of Schedule L (Form 990).
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a) (1) or (2))? If “Yes,” provide detail in Part VI.
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III nonfunctionally integrated supporting organizations)? If “Yes,” answer line 10b below.
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
No
8
9a
9b
9c
10a
10b Schedule A (Form 990) 2024
Page 5
Schedule A (Form 990) 2024
Part IV 11
Supporting Organizations (continued) Yes
No
Yes
No
Yes
No
Yes
No
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
b
A family member of a person described on 11a above?
11b
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
Section B. Type I Supporting Organizations 1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
1
2
Section C. Type II Supporting Organizations 1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
Section D. All Type III Supporting Organizations 1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
1
2
3
Section E. Type III FunctionallyIntegrated Supporting Organizations 1
2
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions): a
The organization satisfied the Activities Test. Complete line 2 below.
b
The organization is the parent of each of its supported organizations. Complete line 3 below.
c
The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions) Activities Test. Answer lines 2a and 2b below. Yes
a Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. b Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement. 3
No
2a
2b
Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI. b Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3a
3b Schedule A (Form 990) 2024
Page 6
Schedule A (Form 990) 2024
Part V
Type III NonFunctionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III nonfunctionally integrated supporting organizations must complete Sections A through E.
Section A Adjusted Net Income 1
Net shortterm capital gain
1
2
Recoveries of prioryear distributions
2
3
Other gross income (see instructions)
3
4
Add lines 1 through 3
4
5
Depreciation and depletion
5
6
Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)
6
7
Other expenses (see instructions)
7
8
Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)
8
Section B Minimum Asset Amount 1
Aggregate fair market value of all nonexemptuse assets (see instructions for short tax year or assets held for part of year):
(A) Prior Year
(B) Current Year (optional)
(A) Prior Year
(B) Current Year (optional)
1
a Average monthly value of securities
1a
b Average monthly cash balances
1b
c Fair market value of other nonexemptuse assets
1c
d Total (add lines 1a, 1b, and 1c)
1d
e Discount claimed for blockage or other factors (explain in detail in Part VI): 2
Acquisition indebtedness applicable to nonexempt use assets
2
3
Subtract line 2 from line 1d
3
4
Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).
4
5
Net value of nonexemptuse assets (subtract line 4 from line 3)
5
6
Multiply line 5 by 0.035
6
7
Recoveries of prioryear distributions
7
8
Minimum Asset Amount (add line 7 to line 6)
8 Current Year
Section C Distributable Amount 1
Adjusted net income for prior year (from Section A, line 8, Column A)
1
2
Enter 85% of line 1
2
3
Minimum asset amount for prior year (from Section B, line 8, Column A)
3
4
Enter greater of line 2 or line 3
4
5
Income tax imposed in prior year
5
6
Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)
6
7
Check here if the current year is the organization's first as a nonfunctionallyintegrated Type III supporting organization (see instructions) Schedule A (Form 990) 2024
Page 7
Schedule A (Form 990) 2024
Part V
Type III NonFunctionally Integrated 509(a)(3) Supporting Section DOrganizations Distributions 1
(continued) Current Year
Amounts paid to supported organizations to accomplish exempt purposes
1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
2
3
Administrative expenses paid to accomplish exempt purposes of supported organizations
3
4
Amounts paid to acquire exemptuse assets
4
5
Qualified setaside amounts (prior IRS approval required provide details in Part VI)
5
6
Other distributions (describe in Part VI). See instructions
6
7 Total annual distributions. Add lines 1 through 6.
7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
8
9
9
Distributable amount for 2024 from Section C, line 6
10 Line 8 amount divided by Line 9 amount
Section E Distribution Allocations (see instructions)
10 (i) Excess Distributions
(ii) Underdistributions Pre2024
(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6 2 Underdistributions, if any, for years prior to 2024 (reasonable cause required explain in Part VI ). See instructions. 3 Excess distributions carryover, if any, to 2024: a From 2019.
.
.
.
.
.
b From 2020.
.
.
.
.
.
.
c From 2021.
.
.
.
.
.
.
d From 2022.
.
.
.
.
.
.
e
.
.
.
.
.
.
From 2023.
.
f Total of lines 3a through e g Applied to underdistributions of prior years h Applied to 2024 distributable amount i Carryover from 2019 not applied (see instructions) j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 4 Distributions for 2024 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2024 distributable amount c Remainder. Subtract lines 4a and 4b from line 4. 5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI . See instructions. 6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. 7 Excess distributions carryover to 2025. Add lines 3j and 4c. 8 Breakdown of line 7: a Excess from 2020.
.
.
.
b Excess from 2021.
.
.
.
.
c Excess from 2022.
.
.
.
.
d Excess from 2023.
.
.
.
.
e
.
.
.
.
Excess from 2024.
.
Schedule A (Form 990) (2024)
Schedule B
OMB No. 15450047
Schedule of Contributors
(Form 990) (Rev. January 2025)
Attach to Form 990, 990EZ, or 990PF. Go to www.irs.gov/Form990 for the latest information.
Department of the Treasury Internal Revenue Service
Name of the organization ASTRONAUTS MEMORIAL FOUNDATION INC
Employer identification number 592637266
Organization type (check one): Filers of: Form 990 or 990EZ
Section: 501(c)( ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization
Form 990PF
501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule For an organization filing Form 990, 990EZ, or 990PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990EZ that met the 331 /3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year . . . . . . . . . $ Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990EZ, or 990PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990EZ, or 990PF). For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990EZ, or 990PF.
Cat. No. 30613X
Schedule B (Form 990) (Rev. 12025)
Schedule B (Form 990) (Rev. 12025) Page 2 Name of organization ASTRONAUTS MEMORIAL FOUNDATION INC
Part I
Employer identification number 592637266
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution Person
RESTRICTED
Payroll $ RESTRICTED ,
(a) No.
Noncash (Complete Part II for noncash contributions.)
(b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution Person Payroll
$
Noncash (Complete Part II for noncash contributions.)
(a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution Person Payroll
$
Noncash (Complete Part II for noncash contributions.)
(a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution Person Payroll
$
Noncash (Complete Part II for noncash contributions.)
(a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution Person Payroll
$
Noncash (Complete Part II for noncash contributions.)
(a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution Person Payroll
$
Noncash (Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 12025)
Schedule B (Form 990) (Rev. 12025) Name of organization ASTRONAUTS MEMORIAL FOUNDATION INC
Page 3 Employer identification number 592637266
Part II (a) No. from Part I
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (b) Description of noncash property given
(c) FMV (or estimate)
(d) Date received
(See instructions)
$
(a) No. from Part I
(b) Description of noncash property given
(c) FMV (or estimate)
(d) Date received
(See instructions)
$
(a) No. from Part I
(b) Description of noncash property given
(c) FMV (or estimate)
(d) Date received
(See instructions)
$
(a) No. from Part I
(b) Description of noncash property given
(c) FMV (or estimate)
(d) Date received
(See instructions)
$
(a) No. from Part I
(b) Description of noncash property given
(c) FMV (or estimate)
(d) Date received
(See instructions)
$
(a) No. from Part I
(b) Description of noncash property given
(c) FMV (or estimate)
(d) Date received
(See instructions)
$
Schedule B (Form 990) (Rev. 12025)
Schedule B (Form 990) (Rev. 12025)
Page 4
Name of organization ASTRONAUTS MEMORIAL FOUNDATION INC
Employer identification number 592637266
Part III
(a) No. from Part I
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed. (b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP 4
(a) No. from Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP 4
(a) No. from Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP 4
(a) No. from Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990) (Rev. 12025)
SCHEDULE D
Supplemental Financial Statements
(Form 990) (Rev. January 2025)
Department of the Treasury Internal Revenue Service
OMB No. 15450047
Complete if the organization answered "Yes," on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.
Name of the organization
Open to Public Inspection
Employer identification number
ASTRONAUTS MEMORIAL FOUNDATION INC
592637266
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6. (a) Donor advised funds
(b) Funds and other accounts
1
Total number at end of year . . . . . . . . .
2
Aggregate value of contributions to (during year)
3
Aggregate value of grants from (during year)
4
Aggregate value at end of year . . . . . . . .
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? . . . . . . . . . . . .
Yes
No
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Part II 1
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education)
Preservation of an historically important land area
Protection of natural habitat
Preservation of a certified historic structure
Preservation of open space 2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Year a
Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . .
2a
b
Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . .
2b
c
Number of conservation easements on a certified historic structure included in (a) . . . . .
2c
d
Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register . . .
2d
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year
4
Number of states where property subject to conservation easement is located
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? . . . . . . . . . . . .
Yes
No
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year $
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4) (B)(i) and section 170(h)(4)(B)(ii)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.
Part III
Yes
No
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . .
$
(ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items:
2 a
Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . .
$
b
Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 12025)
Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Schedule D (Form 990) (Rev. 12025)
Part III 3 a
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): d Public exhibition Loan or exchange programs
b
e
Scholarly research
c
Other
Preservation for future generations
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?. . .
Part IV
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If "Yes," explain the arrangement in Part XIII and complete the following table:
c
Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
d
Additions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
e
Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
f
Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII
No
Yes
No
. . . .
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10. (a) Current year
1a Beginning of year balance b Contributions
.
.
.
.
.
.
d Grants or scholarships
.
.
(c) Two years back (d) Three years back (e) Four years back
1,685,997
1,693,104
1,998,425
1,639,200
180,566
179,371
177,234
295,966
470,740
122,551
208,939
184,341
9,355
111,515
1,714,444
1,656,429
1,685,997
1,693,104
1,998,425
.
e Other expenditures for facilities and programs . . . Administrative expenses
g End of year balance
(b) Prior year
1,656,429
.
c Net investment earnings, gains, and losses
2
Yes
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? . . .
Part V
f
No
Amount
b
2a
Yes
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
.
. .
. .
. .
. .
.
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a
Board designated or quasiendowment
b
Permanent endowment
c
Term endowment The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) Unrelated organizations
b 4
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(ii) Related organizations . . . . . . . . . . . . . . . . If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? . . . . . . . . .
.
. .
Yes
No
3a(i)
No
3a(ii)
No
3b
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. (a) Cost or other basis (investment)
Description of property
1a Land
.
.
b Buildings
. .
. .
(b) Cost or other basis (other)
(c) Accumulated depreciation
(d) Book value
6,653,030
6,184,207
1,003,685
796,293
207,392
7,324,948
209,704
7,115,244
. .
.
468,823
c Leasehold improvements d Equipment e Other
.
. .
. .
. .
. .
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).) .
.
7,791,459
Schedule D (Form 990) (Rev. 12025)
Page 3
Schedule D (Form 990) (Rev. 12025)
Part VII
Investments Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b.See Form 990, Part X, line 12. (a) Description of security or category (including name of security)
(1) Financial derivatives
.
(2) Closelyheld equity interests
(b) Book value
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(c) Method of valuation: Cost or endofyear market value
(3)Other (A) (B) (C) (D) (E) (F) (G) (H) Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)
Part VIII
Investments Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment
(b) Book value
(c) Method of valuation: Cost or endofyear market value
(1)F I X E D I N C O M E P U B L I C L Y T R A D E D
1,140,871
F
(2)E Q U I T Y S E C U R I T I E S P U B L I C L Y T R A D E D
1,111,226
F
278,813
F
19,197
F
(3)O T H E R I N V E S T P U B L I C L Y T R A D E D (4)A L T E R N A T I I V E I N V E S T M E N T S P U B L I C L Y (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)
Part IX
2,550,107
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description
(b) Book value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)
Part X
.
.
.
.
.
.
.
.
.
.
.
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.
(a) Description of liability
(b) Book value
(1) Federal income taxes
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII Schedule D (Form 990) (Rev. 12025)
Page 4
Schedule D (Form 990) (Rev. 12025)
Part XI
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1
Total revenue, gains, and other support per audited financial statements
2
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
.
.
.
.
.
.
a
Net unrealized gains (losses) on investments
.
.
.
.
b
Donated services and use of facilities
.
.
.
.
c
Recoveries of prior year grants
d
Other (Describe in Part XIII.)
.
.
.
.
.
.
.
.
.
.
.
e
Add lines 2a through 2d .
.
.
.
.
.
.
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.
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.
.
Subtract line 2e from line 1 .
.
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3 4
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.
2a .
.
.
.
.
2b
.
2c
.
1
169,812
2d .
.
2e
169,812
3
1,538,147
Amounts included on Form 990, Part VIII, line 12, but not on line 1: a
Investment expenses not included on Form 990, Part VIII, line 7b
.
b
Other (Describe in Part XIII.)
.
.
.
.
.
.
.
.
.
.
.
c
Add lines 4a and 4b .
.
.
.
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.
5
.
.
4a 4b .
.
.
Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)
Part XII
. .
. .
. .
4c .
.
.
5
1,538,147
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1
Total expenses and losses per audited financial statements
2
Amounts included on line 1 but not on Form 990, Part IX, line 25:
.
.
.
.
.
.
.
.
.
.
1
Donated services and use of facilities
.
.
.
.
.
.
.
.
b
Prior year adjustments
.
.
.
.
.
.
.
.
c
Other losses
d
Other (Describe in Part XIII.)
.
.
.
.
.
.
.
.
.
.
.
e
Add lines 2a through 2d .
.
.
.
.
.
.
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.
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.
2e
3
Subtract line 2e from line 1 .
.
.
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.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
4
Amounts included on Form 990, Part IX, line 25, but not on line 1:
.
.
.
.
. .
. .
. .
.
.
.
.
.
.
.
.
.
.
a
5
1,707,959
.
Investment expenses not included on Form 990, Part VIII, line 7b . .
b
Other (Describe in Part XIII.)
.
.
.
.
.
.
.
.
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.
.
c
Add lines 4a and 4b .
.
.
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.
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.
.
.
.
.
2a 2b
.
a
.
2,145,788
2c 2d
2,145,788
4a 4b .
.
.
Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.)
. .
. .
. .
. .
4c .
.
5
2,145,788
Part XIII Supplemental Information Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. Return Reference
Explanation Schedule D (Form 990) (Rev. 12025)
Compensation Information
Schedule J (Form 990)
OMB No. 15450047
For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV, line 23. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.
(Rev. January 2025) Department of the Treasury Internal Revenue Service Name of the organization
Open to Public Inspection
Employer identification number
ASTRONAUTS MEMORIAL FOUNDATION INC
592637266
Part I
Questions Regarding Compensation Yes
1a
b
2
3
No
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items. Firstclass or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and grossup payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain . . . . . Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? . . . .
1b
2
Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization: a
Receive a severance payment or changeofcontrol payment? .
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? . . . .in, .or receive . . . . Participate payment from, an equitybased compensation arrangement?
c
.
.
.
.
.
.
.
.
.
.
.
.
4a
No
4b
No
4c
No
5a
No
5b
No
6a
No
6b
No
. "Yes" . . to .any . of lines . . 4ac, . .list the persons and provide the applicable amounts for each item in Part III. If Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 59. 5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of: a
The organization? .
b
Any related organization? . . . . . . If "Yes," on line 5a or 5b, describe in Part III.
6
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.
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of: a
The organization? .
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b
Any related organization? .
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.
.
.
.
.
.
.
.
.
.
.
.
If "Yes," on line 6a or 6b, describe in Part III. 7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments not described in lines 5 and 6? If "Yes," describe in Part III . . . . . . . . . .
7
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.49584(a)(3)? If "Yes," describe in Part III . . . . . . . . . . . . . . . . . . . . . . . . . .
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.49586(c)? . . . . . . . . . . . . . . . . . . . . . . . . .
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
.
.
Schedule J (Form 990) (Rev. 12025)
Page 2
Schedule J (Form 990) (Rev. 12025)
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII. Note. The sum of columns (B)(i)(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual. (A) Name and Title
(B) Breakdown of W2, 1099MISC compensation, and/or 1099NEC (i) B a s e compensation
1 THAD ALTMAN PRESIDENT & CEO
(i) (ii)
(ii) Bonus & incentive compensation
(iii) Other reportable compensation
(C) Retirement and other deferred compensation
(D) Nontaxable benefits
(E) Total of columns (B)(i)(D)
181,500
(F) Compensation in column (B) reported as deferred on prior Form 990
181,500
Schedule J (Form 990) (Rev. 12025)
SCHEDULE O
Supplemental Information to Form 990 or 990EZ
(Form 990)
Complete to provide information for responses to specific questions on Form 990 or 990EZ or to provide any additional information. Attach to Form 990 or 990EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
(Rev. January 2025)
Department of the Treasury Internal Revenue Service Name of the organization
OMB No. 15450047
Open to Public Inspection
Employer identification number
ASTRONAUTS MEMORIAL FOUNDATION INC
592637266
Return Reference
Explanation
FORM 990 THE ASTRONAUTS MEMORIAL FOUNDATION HONORS AND MEMORIALIZES THOSE ASTRONAUTS WHO HAVE ORGANIZATION'S SACRIFICED THEIR LIVES FOR THE NATION AND THE SPACE PROGRAM BY SPONSORING THE NATIONAL SPACE MIRROR MISSION MEMORIAL, AND BY IMPLEMENTING INNOVATIVE EDUCATIONAL TECHNOLOGY PROGRAMS. FORM 990, PAGE 2, PART III, LINE 4C
OPERATIONS AND MAINTENANCE OF THE CENTER FOR SPACE EDUCATION. THIS "LIVING MEMORIAL" TO THE ASTRONAUTS HAS A TWOFOLD MISSION. TO FOSTER AN UNDERSTANDING OF SPACE EXPLORATION AMONG PEOPLE, TEACHERS, AND KENNEDY SPACE CENTER VISITORS. TO IMPROVE AMERICAN EDUCATION THROUGH THE ACCELERATED AND EFFECTIVE APPLICATION OF TECHNOLOGY IN OUR SCHOOLS. THIS 47,000 SQUAREFOOT FACILITY IS LOCATED ON SIX ACRES AT THE KENNEDY SPACE CENTER VISITOR COMPLEX, WHICH DRAWS NEARLY THREE MILLION VISITORS EACH YEAR TO SPACE EDUCATION AT THE CENTER. NASA CONDUCTS MANY SPACE EDUCATION PROGRAMS IN THE CENTER. ITS POPULAR EXPLORATION STATION HOSTS MORE THAN 1,000 SCHOOL FIELD TRIPS EACH YEAR AND HUNDREDS OF THOUSANDS OF OTHER VISITORS. SCHOOL GROUPS TAKE PART IN A LECTURE/DEMONSTRATION PROGRAM AS WELL AS HANDS ON SCIENCE ACTIVITIES USING ACTUAL SPACE HARDWARE AND ARTIFACTS. VISITORS ENJOY THE HANDS ON PORTION OF THE PROGRAM NASA'S EDUCATOR RESOURCE CENTER. AS AN EDUCATOR, YOU ARE INVITED TO VISIT NASA'S EDUCATOR RESOURCE CENTER, ALSO LOCATED IN THE CENTER FOR SPACE EDUCATION. YOU WILL RECEIVE A PACKET OF NASA PRINTED MATERIAL AND HAVE THE OPPORTUNITY TO COPY A VARIETY OF VIDEOTAPES, SLIDES AND SOFTWARE ONTO YOUR OWN BLANK TAPES, FILM AND DISKS. THE CENTER HOUSES THE AMF EDUCATIONAL TECHNOLOGY INSTITUTE, A NATIONAL ORGANIZATION WHICH PROVIDES TRAINING, DEMONSTRATION AND DEVELOPMENTAL PROGRAMS FOR EDUCATORS IN PARTNERSHIP WITH CORPORATIONS, GOVERNMENT AGENCIES, EDUCATIONAL INSTITUTES AND NATIONAL ASSOCIATIONS FLORIDA SPACE INSTITUTE.
FORM 990, PAGE 6, PART VI, LINE 11B
THE TAX RETURN IS REVIEWED BY THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR / CEO.
FORM 990, PAGE 6, PART VI, LINE 12C
ANNUALLY, THE ORGANIZATION'S DIRECTORS AND OFFICERS ARE REQUIRED TO REVIEW CONFLICT OF INTEREST POLICY AND DISCLOSE ANY KNOWN CONFLICTS OF INTEREST, ANY FINANCIAL TRANSACTIONS WITH A RELATED PARTY OR INVOLVING AN OFFICER OR DIRECTOR WHERE A CONFLICT OF INTEREST IN PROHIBITED.
FORM 990, PAGE 6, PART VI, LINE 15A
THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR/CEO IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WITH CONSIDERATION GIVEN TO COMPENSATION PROVIDED TO OTHER EXECUTIVE DIRECTORS/CEOS OF ORGANIZATIONS OF LIKE KIND AND SIZE. COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED BY THE EXECUTIVE DIRECTOR/CEO, AFTER CONSIDERING COMPARABLE COMPENSATION FOR SIMILAR POSITIONS WITH SIMILAR ORGANIZATIONS AND EXPERIENCE. ANNUALLY, THE SALARY AND BENEFITS OF THE EXECUTIVE DIRECTOR/CEO ARE REVIEWED BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE USES AN INDEPENDENT CONSULTANT FIRM TO ADVISE IT ON THE COMPENSATION OF THE EXECUTIVE DIRECTOR/CEO.
FORM 990, PAGE 6, PART VI, LINE 19
GOVERNING DOCUMENTS, INCLUDING FORM 1123, APPLICATION FOR RECOGNITION FOR EXEMPTION, ARE AVAILABLE FOR PUBLIC INSPECTION AT OUR CORPORATE OFFICES, OR UPON WRITTEN REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 12025)
06/03/2026
Marketing Support Program FY 2026-2027 Event Income/Expense Report 2026-2027 projection
2025-2026 actuals
Difference
Salaries and Benefit
$1,140,000.00
$1,173,241.00
-$33,241.00
Memorial Bricks
$21,550.00
$19,750.00
$1,800.00
Contract Services
$198,450.00
$218,028.00
-$19,578.00
Community Events
$6,500.00
$9,476.00
-$2,976.00
Professional Fees
$24,300.00
$23,400.00
$900.00
CSE Events
$550,000.00
$394,057.00
$155,943.00
Office and Business Related
$81,000.00
$75,649.00
-$5,351.00
CSE Tenant
$234,866.00
$311,115.00
-$76,249.00
Repair and Maintenance
$191,300.00
$185,393.00
$5,907.00
Donations
$30,000.00
$30,323.00
-$323.00
Utilities
$159,910.00
$163,366.00
-$3,456.00
Educational Programs
$158,000.00
$44,302.00
$113,698.00
Educational Programs
$34,400.00
$16,343.00
$18,057.00
Grants
$160,000.00
$110,000.00
$50,000.00
Memorial Events
$13,700.00
$28,394.00
-$14,694.00
Specialty License Plate
$460,000.00
$476,228.00
-$16,228.00
Travel
$14,200.00
$15,534.00
-$1,334.00
Florida Appropriation K-12
$500,000.00
$350,000.00
$150,000.00
Insurance State of Florida Admin Fee for Speciality License Plates
$96,700.00
$85,930.00
$10,770.00
Subtotal Income
$2,120,916.00
$1,745,251.00
$375,665.00
$7,000.00
$6,838.00
$162.00
Miscellaneous
$3,800.00
$3,271.00
$529.00
$1,964,760.00
$1,995,387.00
-$30,627.00 TDC Marketing
$17,500.00
$0.00
$17,500.00
$257,788.00 $66,581.00
Expenses
Subtotal Other Expenses Management Fees - Financial Advisors Capital Expenditures
Income
2026-2027 projection
2025-2026 actuals
Difference
Income Sponsors
Income Other
$423,852.00 -$166,064.00 $0.00 $66,581.00
$12,000.00 $780,000.00
$11,652.00 $92,713.00
$348.00 $687,287.00
Other Revenue Cash Carry Forward
$792,000.00
$104,365.00
$687,635.00
Total Income
$2,462,785.00
$2,169,103.00
$293,682.00
Marketing and Advertising
$4,900.00
$961.00
$3,939.00
Total Expenses Paid
$2,761,660.00
$2,100,713.00
$321,182.00
Subtotal Marketing Expenses
$4,900.00
$961.00
$3,989.00 Profit/Loss
-$298,875.00
$68,390.00
-$230,485.00
Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
Total Expenses 2026-2027
$2,761,660.00
$2,100,713.00
$660,947.00
Updated: 6/18/26
Museum of Dinosaurs
Return to Table of Contents
For TDO use: PROJECT #8
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
I
Support
Program
checklist
Organization:
oagarization
s
Office
Museum
year-round
of Dinosaurs
and
Cultures
programming?
NO
I
Applicant
Event
Name:
Yes 1.
Completed
2.
Copy
of IRS Articles
No
/-
of
N/Ar
- (if applicable)
'/
CopyoflRSDeterminationletter
X
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of compLeted
Comment
'X
application
Incorporation 3.
Ancient
(if applicable)
(if applicable)
x \ f)
W-9
(March
2024) 7.
Income/Expense
8.
Copy
(required
worksheet
for all applicants)
of the Applicant
meets the minimum
(Cultural)
room
n 1.
NO
All aocumerits
have
I
Peter
Cranis,
nights
beeiq
Executive
x
checkList
This application or 250
X X requirement
of 5,001 out-of-county
attendees
(Sports).
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Donna Cayer
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Museum of Dinosaurs and Ancient Cultures Organization address 250 W COCOA BEACH CSWY State Florida City COCOA BEACH Zip 32931 Primary contact name Donna Cayer
Primary contact phone number 3219601092 Primary contact email donna@dinosaurstore.com Secondary contact name Steven Cayer Secondary contact phone number 3217837300 Secondary contact email steve@museumofdinosaurs.org Organization website address 250 W Cocoa Beach Causeway
6. (untitled) 4. Which best describes your organization? 501(C)(3)
7. (untitled) 5.
What is your Federal Employee ID number? 27-3564062
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
9. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
10. (untitled)
What is the first date of your event?
11. (untitled)
In total, how many days will your event be held?
12. (untitled) 7.
Do you have a second event? No
13. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled)
What types of marketing do you plan to do for this event?
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Digital advertising (banner ads, etc.) Social media (Facebook, Instagram, YouTube, etc.)
22. (untitled)
What are your social media handles?
9.
Facebook : TheDinosaurStoreandMuseum Instagram : @dinosaurstoreandmuseum YouTube : @museumofdinosaurs2544
23. (untitled) 10.
What hashtags do you currently use?
#DinosaurMuseum
24. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening
procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Donna Cayer
25. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
501c3-MDAC_IRS.pdf
26. (untitled) 13.
Upload a copy of your organization's 990 form.
2024-Museum_of_Dinosaurs_and_Ancient_Cultures_990.pdf
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
SunbizCorporationMuseumDinosaurs.pdf
29. (untitled) 15.
Upload your completed W-9 form.
W-9_2024-MuseumDAC.pdf
30. (untitled) 16.
Upload your completed Event Income/Expense report.
MSP_Revenue_Expense_worksheet_FY26-27.pdf
31. (untitled) 17.
Upload your completed Checklist.
MSP_MuseumDinosaurs_checklist_5.26.2026.pdf
32. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Donna Cayer
33. Thank You! New Send Email Jun 18, 2026 14:22:27 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT DOCUMENT# N10000009050 Entity Name: MUSEUM OF DINOSAURS AND ANCIENT CULTURES, INC. Current Principal Place of Business:
FILED Apr 17, 2026 Secretary of State 7597389054CC
250 W. COCOA BEACH CSWY COCOA BEACH, FL 32931
Current Mailing Address: 250 W. COCOA BEACH CSWY COCOA BEACH, FL 32931 FEI Number: 27-3564062
Certificate of Status Desired: No
Name and Address of Current Registered Agent: CAYER, DONNA L 250 W. COCOA BEACH CSWY COCOA BEACH, FL 32931 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
CHAIRMAN, DIRECTOR
Title
SECRETARY, DIRECTOR
Name
CAYER, STEVEN L
Name
CAYER, DONNA L
Address
250 W. COCOA BEACH CSWY.
Address
250 W. COCOA BEACH CSWY.
City-State-Zip:
COCOA BEACH FL 32931
City-State-Zip:
COCOA BEACH FL 32931
Title
DIR
Title
DIRECTOR
Name
TURCOTTE, CAROL
Name
PRUETT, KEVIN
Address
250 W. COCOA BEACH CSWY.
Address
250 W. COCOA BEACH CSWY
City-State-Zip:
COCOA BEACH FL 32931
City-State-Zip:
COCOA BEACH FL 32931
Title
DIR
Name
HERNANDEZ, TONY III
Address
503 N ORLANDO AVE STE 106
City-State-Zip:
COCOA BEACH FL 32931
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: DONNA CAYER Electronic Signature of Signing Officer/Director Detail
DIRECTOR
04/17/2026 Date
Rhonda L Hinds & Associates CPA PA 160 McLeod St Merritt Island, FL 32953 (321) 454-2266 rhinds@hindscpa.com May 7, 2025
Museum of Dinosaurs and Ancient Cultures 250 W Cocoa Beach Cswy Cocoa Beach, FL 32931 Dear Client, Enclosed is the 2024 U.S. Form 990, Return of Organization Exempt from Income Tax, for Museum of Dinosaurs and Ancient Cultures for the tax year ending December 31, 2024. Your 2024 U.S. Form 990, Return of Organization Exempt from Income Tax, return will be electronically filed. We very much appreciate the opportunity to serve you. If you have any questions regarding this return, please do not hesitate to call. Sincerely, Rhonda Hinds
Rhonda L Hinds & Associates CPA PA 160 McLeod St Merritt Island, FL 32953 May 7, 2025 Museum of Dinosaurs and Ancient Cultures 250 W Cocoa Beach Cswy Cocoa Beach, FL 32931 RE: Our Privacy Policy, Compliance with the Gramm-Leach-Bliley Act, Public Law 106-102 (FTC 16 CFR Part 313) Dear Client, The privacy of your client information has always been important to us, and we have always been bound by professional standards of confidentiality. However, we are now required by law to formally inform you of our privacy policy. We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization. This information may come from various sources, including information we receive from personal interviews, tax organizers, worksheets and other documents necessary to provide professional services to you. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law, or when necessary to process transactions requested by a client. We restrict access to nonpublic personal information about you to members of our firm who need to know that information in order to provide you professional services. We retain records relating to the professional services that we provide you in accordance with accounting and government standards. We employ physical, electronic, and procedural security safeguards to protect your nonpublic personal information. Your confidence and trust are important to us. If you have any questions or concerns regarding the privacy of your nonpublic personal information, please contact us. Sincerely, Rhonda Hinds
Form
990
Return of Organization Exempt From Income Tax Do not enter social security numbers on this form as it may be made public.
For the 2024 calendar year, or tax year beginning
B
Check if applicable:
C Name of organization Museum
Number and street (or P.O. box if mail is not delivered to street address)
Initial return
250 W Cocoa Beach Cswy
Final return/terminated
City or town, state or province, country, and ZIP or foreign postal code
Tax-exempt status:
J
Website:
K
Form of organization:
E Telephone number
(321)783-7300 520,752.
G Gross receipts $
F Name and address of principal officer:
H(a) Is this a group return for subordinates?
Yes
No
Donna Cayer, 250 W Cocoa Beach Cswy, Cocoa Beach, FL 32931 H(b) Are all subordinates included?
Yes
No
501(c)(3)
501(c) (
) (insert no.)
4947(a)(1) or
527
If “No,” attach a list. See instructions. H(c) Group exemption number
N/A Corporation
Trust
Association
Other
2010 M State of legal domicile: FL
L Year of formation:
Summary Briefly describe the organization’s mission or most significant activities:
To expand the awareness and appreciation of prehistoric life and the magnificent accomplishments of the ancient peoples through the integration of exhibits, educational programs, and collections. Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . Number of independent voting members of the governing body (Part VI, line 1b) . . . . 4 Total number of individuals employed in calendar year 2024 (Part V, line 2a) . . . . . 5 Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . 6 Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . 7a Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . 7b
8 9 10 11 12 13 14 15 16a b 17 18 19
Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . Program service revenue (Part VIII, line 2g) . . . . . . . . . . . Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) Grants and similar amounts paid (Part IX, column (A), lines 1–3) . . . . . Benefits paid to or for members (Part IX, column (A), line 4) . . . . . . Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . 0. Total fundraising expenses (Part IX, column (D), line 25) Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) . . . . . Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) . Revenue less expenses. Subtract line 18 from line 12 . . . . . . . .
20 21 22
Total assets (Part X, line 16) . . . . . . . . . . Total liabilities (Part X, line 26) . . . . . . . . . . Net assets or fund balances. Subtract line 21 from line 20
PY
2 3 4 5 6 7a b
Prior Year
CO
Activities & Governance
Room/suite
Cocoa Beach, FL 32931
I
Revenue
, 20 D Employer identification number
27-3564062
Doing business as
Name change
Application pending
Expenses
, 2024, and ending
of Dinosaurs and Ancient Cultures
Address change
Amended return
Net Assets or Fund Balances
Open to Public Inspection
Go to www.irs.gov/Form990 for instructions and the latest information.
A
1
2024
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Department of the Treasury Internal Revenue Service
Part I
OMB No. 1545-0047
Current Year
20,793. 503,163.
26,151. 489,681.
578. 524,534.
1,620. 517,452.
104,848.
108,288.
452,368. 557,216. -32,682.
462,968. 571,256. -53,804. End of Year
Beginning of Current Year
Part II
. . .
. . .
. . .
. . .
. . .
. . .
5 5 0 2 0. 0.
726,196. 164,078. 562,118.
637,392. 129,078. 508,314.
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
05/07/2025
Sign Here
Date
Signature of officer
Donna Cayer, Treasurer Type or print name and title Preparer’s name
Preparer’s signature
Date
Paid Rhonda Hinds Rhonda Hinds Preparer Firm’s name Rhonda L Hinds & Associates CPA PA Use Only Firm’s address
160 McLeod St, Merritt Island, FL 32953
May the IRS discuss this return with the preparer shown above? See instructions For Paperwork Reduction Act Notice, see the separate instructions. BAA
.
Check
if
PTIN
05/07/2025 self-employed P00038396 Firm’s EIN 59-3460369 Phone no. (321)454-2266 .
.
.
.
Cat. No. 11282Y
.
.
.
.
.
.
REV 03/12/25 PRO
Yes
No
Form 990 (2024)
Page 2
Form 990 (2024)
Part III 1
Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III
. . . . . . . . . . . . .
Briefly describe the organization’s mission:
To expand the awareness and appreciation of prehistoric life and the magnificent accomplishments of the ancient peoples through the integration of exhibits, educational programs, and collections.
3
4
4a
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
If “Yes,” describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes No If “Yes,” describe these changes on Schedule O. Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. (Code: ) (Expenses $ 569,397. including grants of $ The museum is open to the public and is 100% complete.
0. ) (Revenue $
PY
2
517,452. )
) (Expenses $
including grants of $
) (Revenue $
)
4c
) (Expenses $
including grants of $
) (Revenue $
)
(Code:
CO
4b (Code:
4d Other program services (Describe on Schedule O.) (Expenses $ including grants of $ 4e Total program service expenses 569,397. REV 03/12/25 PRO
) (Revenue $
) Form 990 (2024)
Page 3
Form 990 (2024)
Part IV
Checklist of Required Schedules Yes
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 3
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions . . . . Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II . . . . . . . . . . . Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If “Yes,” complete Schedule C, Part III . . Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . .
4 5 6
7
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II . . . Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV . . . . . . . . . . . . . .
8 9
1 2 3 4 5
6 7 8
9
10
CO
PY
Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi-endowments? If “Yes,” complete Schedule D, Part V . . . . . . . . . . . . . . . 11 If the organization’s answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If “Yes,” complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . b Did the organization report an amount for investments—other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII . . . . . . . . c Did the organization report an amount for investments—program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII . . . . . . . . d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX . . . . . . . . . . . . . .
No
e f
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered “No” to line 12a, then completing Schedule D, Parts XI and XII is optional 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . 14a Did the organization maintain an office, employees, or agents outside of the United States? . . . . . b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV . . . . . 15 16 17 18 19
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV. . . . . . . . Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I. See instructions . . . . . Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II . . . . . . . . . . . . . . . Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . .
20a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . b If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . REV 03/12/25 PRO
10
11a 11b 11c 11d 11e 11f 12a 12b 13 14a
14b 15 16 17 18 19 20a 20b 21 Form 990 (2024)
Page 4
Form 990 (2024)
Part IV
Checklist of Required Schedules (continued) Yes
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . . . . . . Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J . . . . . . . . . . . . . . . . . . . . . .
23
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a . . . . . . . . . . . . . . .
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . d Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I . . . . . b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . .
22
23
24a 24b 24c 24d 25a
25b
Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part II . . .
26
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If “Yes,” complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . .
27
28
Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions). A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . .
PY
26
a
CO
b A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV . . . . c A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . 29 30
Did the organization receive more than $25,000 in noncash contributions? If “Yes,” complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . .
31 32
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I . . . . . . . . . . . Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . .
33 34
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . b If “Yes” to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . . 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI 38 Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note: All Form 990 filers are required to complete Schedule O . . . . . . . . . . . . . .
Part V
No
28a 28b 28c 29 30 31 32 33 34 35a 35b 36 37 38
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V
. . . . . . . . . . . . . Yes
No
0 1a Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable . . . . 1a b Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable . . . 1b 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . 1c REV 03/12/25 PRO
Form 990 (2024)
Page 5
Form 990 (2024)
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
Yes
No
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 0 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . 3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . b If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation on Schedule O . 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? b If “Yes,” enter the name of the foreign country See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . b If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . 7 a
Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . .
8 9 a b 10 a b 11 a b 12a b 13 a b c 14a b 15
16 17
If “Yes,” indicate the number of Forms 8282 filed during the year . . . . . . . . 7d Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? . . . . . . . . Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . 10a Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . 10b Section 501(c)(12) organizations. Enter: 11a Gross income from members or shareholders . . . . . . . . . . . . . . . Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . Note: See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . . . . . . . . 13b Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . 13c Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . If “Yes,” has it filed a Form 720 to report these payments? If “No,” provide an explanation on Schedule O . Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . .
CO
d e f g h
PY
b If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . .
If “Yes,” see the instructions and file Form 4720, Schedule N. Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If “Yes,” complete Form 4720, Schedule O. Section 501(c)(21) organizations. Did the trust, or any disqualified or other person, engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? . . . . . . .
2b 3a 3b 4a
5a 5b 5c 6a 6b
7a 7b 7c 7e 7f 7g 7h 8 9a 9b
12a
13a
14a 14b 15 16
17
If “Yes,” complete Form 6069. Form 990 (2024) REV 03/12/25 PRO
Page 6 Governance, Management, and Disclosure. For each “Yes” response to lines 2 through 7b below, and for a “No” response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.
Form 990 (2024)
Part VI
Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . .
Section A. Governing Body and Management Yes
1a
Enter the number of voting members of the governing body at the end of the tax year . . If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O.
1a
No
5
b Enter the number of voting members included on line 1a, above, who are independent . 1b 5 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? . Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization become aware during the year of a significant diversion of the organization’s assets? . Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
PY
4 5 6 7a
a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses on Schedule O . . . .
2 3 4 5 6 7a 7b
8a 8b 9
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
CO
10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . b If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization’s exempt purposes? 11a b 12a b c
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? Describe on Schedule O the process, if any, used by the organization to review this Form 990. Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe on Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . .
13 14 15
Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . Did the organization have a written document retention and destruction policy? . . . . . . . . . Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization’s CEO, Executive Director, or top management official . . . . . . . . . . . . b Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . If “Yes” to line 15a or 15b, describe the process on Schedule O. See instructions. 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? . . . . . . . . . . . . . .
Yes
No
10a 10b 11a 12a 12b 12c 13 14
15a 15b
16a
16b
Section C. Disclosure 17 18
List the states with which a copy of this Form 990 is required to be filed Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Own website Another’s website Upon request Other (explain on Schedule O) Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization’s books and records.
Donna Cayer, 250 W Cocoa Beach Cswy, Cocoa Beach, FL 32931 (321)960-1092 REV 03/12/25 PRO
Form 990 (2024)
Page 7 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Form 990 (2024)
Part VII
Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year. • List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization’s current key employees, if any. See the instructions for definition of “key employee.” • List the organization’s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. • List all of the organization’s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (E)
(F)
PY
8.00
(D)
Reportable Reportable Estimated amount compensation compensation of other from the from related compensation organization (W-2/ organizations (W-2/ from the 1099-MISC/ 1099-MISC/ organization and 1099-NEC) 1099-NEC) related organizations
CO
(6)
8.00
Former
Chairman (2) Donna Cayer Secretary (3) Carol Turcotte Director (4) Kevin Pruett Director (5) Tony Hernandez III Director
Highest compensated employee
(1) Steven Cayer
Key employee
Average hours per week (list any hours for related organizations below dotted line)
Officer
Name and title
Position (do not check more than one box, unless person is both an officer and a director/trustee) Institutional trustee
(B)
Individual trustee or director
(A)
2.00 2.00 2.00
(7) (8) (9) (10) (11) (12) (13) (14) REV 03/12/25 PRO
Form 990 (2024)
Page 8 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
Form 990 (2024)
Part VII
(C)
Former
Highest compensated employee
Key employee
Average hours per week (list any hours for related organizations below dotted line)
Officer
Name and title
Position (do not check more than one box, unless person is both an officer and a director/trustee) Institutional trustee
(B)
Individual trustee or director
(A)
(D)
(E)
(F)
Reportable Reportable Estimated amount compensation compensation of other from the from related compensation organization (W-2/ organizations (W-2/ from the 1099-MISC/ 1099-MISC/ organization and 1099-NEC) 1099-NEC) related organizations
(15) (16) (17) (18) (19)
PY
(20) (21) (22) (23)
(25)
CO
(24)
1b c d 2
Subtotal . . . . . . . . . . . . . . . . . . . . . . Total from continuation sheets to Part VII, Section A . . . . . . Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
3
Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
5
Yes
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . .
No
3
4 5
Section B. Independent Contractors 1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year. (A) Name and business address
2
(B) Description of services
(C) Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization REV 03/12/25 PRO
Form 990 (2024)
Page 9
Form 990 (2024)
Part VIII Statement of Revenue Check if Schedule O contains a response or note to any line in this Part VIII . . . . . . . . . . . . .
Contributions, Gifts, Grants, and Other Similar Amounts
(A) Total revenue
1a b c d e f
Federated campaigns . . . . Membership dues . . . . . Fundraising events . . . . . Related organizations . . . . Government grants (contributions) All other contributions, gifts, grants, and similar amounts not included above g Noncash contributions included in lines 1a–1f . . . . . . . . h
Total. Add lines 1a–1f .
.
.
.
.
1a 1b 1c 1d 1e
25,000.
1f
1,151.
1g $ . . .
.
.
.
(B) Related or exempt function revenue
(C) Unrelated business revenue
(D) Revenue excluded from tax under sections 512–514
489,681.
0.
0.
0.
26,151.
900099 2a Admissions b c d e f All other program service revenue . . g Total. Add lines 2a–2f . . . . . . . . . . . 3 Investment income (including dividends, interest, and other similar amounts) . . . . . . . . . . . 4 5
Income from investment of tax-exempt bond proceeds Royalties . . . . . . . . . . . . . . .
6a b c d 7a
Gross rents . . 6a Less: rental expenses 6b Rental income or (loss) 6c Net rental income or (loss) . . . . . . . . . (i) Securities (ii) Other Gross amount from sales of assets other than inventory 7a Less: cost or other basis and sales expenses . 7b Gain or (loss) . . 7c Net gain or (loss) . . . . . . . . . . . . Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 . . . 8a Less: direct expenses . . . . 8b Net income or (loss) from fundraising events . . . Gross income from gaming activities. See Part IV, line 19 . 9a Less: direct expenses . . . . 9b Net income or (loss) from gaming activities . . . . Gross sales of inventory, less returns and allowances . . . 4,920. 10a 3,300. Less: cost of goods sold . . . 10b Net income or (loss) from sales of inventory . . . .
c d 8a
b c 9a b c 10a
Miscellaneous Revenue
b c
489,681.
(ii) Personal
CO
Other Revenue
(i) Real
b
489,681.
PY
Program Service Revenue
Business Code
1,620.
1,620.
0.
517,452.
491,301.
0.
Business Code
11a b c d All other revenue . . . . . e Total. Add lines 11a–11d . . . 12 Total revenue. See instructions
. . .
. . .
. .
. .
. .
. .
. .
REV 03/12/25 PRO
0. Form 990 (2024)
Page 10
Form 990 (2024)
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . .
3
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16
4 5
Benefits paid to or for members . . . . Compensation of current officers, directors, trustees, and key employees . . . . .
6
Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . .
7 8
Other salaries and wages . . . . . . Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) Other employee benefits . . . . . . . Payroll taxes . . . . . . . . . . . Fees for services (nonemployees): a Management . . . . . . . . . . b Legal . . . . . . . . . . . . . c Accounting . . . . . . . . . . . d Lobbying . . . . . . . . . . . . e Professional fundraising services. See Part IV, line 17 f Investment management fees . . . . . g Other. (If line 11g amount exceeds 10% of line 25, column (A), amount, list line 11g expenses on Schedule O.) .
108,288.
650.
12 13 14 15 16 17 18
Advertising and promotion . . . . . . Office expenses . . . . . . . . . Information technology . . . . . . . Royalties . . . . . . . . . . . . Occupancy . . . . . . . . . . . Travel . . . . . . . . . . . . . Payments of travel or entertainment expenses for any federal, state, or local public officials
19 20 21 22 23 24
Conferences, conventions, and meetings . Interest . . . . . . . . . . . . Payments to affiliates . . . . . . . . Depreciation, depletion, and amortization . Insurance . . . . . . . . . . . . Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule O.)
a Licenses & Permits b c d e All other expenses 25 Total functional expenses. Add lines 1 through 24e Joint costs. Complete this line only if the 26 organization reported in column (B) joint costs from a combined educational campaign and if fundraising solicitation. Check here following SOP 98-2 (ASC 958-720) . . .
(B) Program service expenses
(C) Management and general expenses
(D) Fundraising expenses
108,288.
0.
650.
0.
66,966. 28,793. 18,245.
66,966. 28,793. 18,245.
0. 0. 0.
0. 0. 0.
342,354.
342,354.
0.
0.
3,126. 2,572.
1,917. 2,572.
1,209. 0.
0. 0.
262.
262.
0.
0.
571,256.
569,397.
1,859.
0.
CO
9 10 11
(A) Total expenses
PY
Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 . 2 Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . .
REV 03/12/25 PRO
Form 990 (2024)
Page 11
Form 990 (2024)
Part X
Balance Sheet Check if Schedule O contains a response or note to any line in this Part X
. . . . . . . . . . . . .
(A) Beginning of year
1 2 3 4 5
PY
7 Notes and loans receivable, net . . . . . . . . . . . . . 8 Inventories for sale or use . . . . . . . . . . . . . . . 9 Prepaid expenses and deferred charges . . . . . . . . . . 10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D . . . 10a 36,549. 34,929. b Less: accumulated depreciation . . . . . 10b 11 Investments—publicly traded securities . . . . . . . . . . 12 Investments—other securities. See Part IV, line 11 . . . . . . . 13 Investments—program-related. See Part IV, line 11 . . . . . . . 14 Intangible assets . . . . . . . . . . . . . . . . . . 15 Other assets. See Part IV, line 11 . . . . . . . . . . . . . 16 Total assets. Add lines 1 through 15 (must equal line 33) . . . . . 17 Accounts payable and accrued expenses . . . . . . . . . . 18 Grants payable . . . . . . . . . . . . . . . . . . . 19 Deferred revenue . . . . . . . . . . . . . . . . . . 20 Tax-exempt bond liabilities . . . . . . . . . . . . . . . 21 Escrow or custodial account liability. Complete Part IV of Schedule D . 22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . .
CO
Net Assets or Fund Balances
Liabilities
Assets
6
Cash—non-interest-bearing . . . . . . . . . . . . . . Savings and temporary cash investments . . . . . . . . . . Pledges and grants receivable, net . . . . . . . . . . . . Accounts receivable, net . . . . . . . . . . . . . . . Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . . Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)
(B) End of year
172,722. 1
79,468.
2 3 4
5 6 7 8 9
4,670. 10c 11 12 548,804. 13 14 15 726,196. 16 17 18 19 20 21
1,620.
556,304.
637,392.
22
129,078.
23 24 25
Secured mortgages and notes payable to unrelated third parties . . Unsecured notes and loans payable to unrelated third parties . . . Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17–24). Complete Part X of Schedule D . . . . . . . . . . . . . . . . . . .
164,078. 23
26
Total liabilities. Add lines 17 through 25 . . . . . . Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
.
.
.
164,078. 26
129,078.
27 28
Net assets without donor restrictions . . . . . . . . . Net assets with donor restrictions . . . . . . . . . . Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
. .
. .
562,118. 27
508,314.
29 30 31 32 33
Capital stock or trust principal, or current funds . . . . . . . . Paid-in or capital surplus, or land, building, or equipment fund . . . Retained earnings, endowment, accumulated income, or other funds . Total net assets or fund balances . . . . . . . . . . . . . Total liabilities and net assets/fund balances . . . . . . . . .
29 30 31 562,118. 32 726,196. 33
.
REV 03/12/25 PRO
24
25
28
508,314. 637,392. Form 990 (2024)
Page 12
Form 990 (2024)
Part XI
Reconciliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI . . . . . . . . . . . . .
1 2 3 4 5 6 7 8 9 10
Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) . . . Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . Donated services and use of facilities . . . . . . . . . . . . . . . . . . . Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . Other changes in net assets or fund balances (explain on Schedule O) . . . . . . . . . Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII
1 2 3 4 5 6 7 8 9
517,452. 571,256. -53,804. 562,118.
10
508,314.
Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII . . . . . . . . . . . . . Yes
1
Accounting method used to prepare the Form 990: Cash Accrual Other If the organization changed its method of accounting from a prior year or checked “Other,” explain on Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant? . . . If “Yes,” check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both.
3a
Separate basis Consolidated basis Both consolidated and separate basis If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? . If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O.
CO
c
PY
Separate basis Consolidated basis Both consolidated and separate basis b Were the organization’s financial statements audited by an independent accountant? . . . . . . . If “Yes,” check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both.
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits . REV 03/12/25 PRO
No
2a
2b
2c
3a 3b Form 990 (2024)
SCHEDULE A (Form 990) Department of the Treasury Internal Revenue Service
OMB No. 1545-0047
Public Charity Status and Public Support Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Name of the organization
2024 Open to Public Inspection
Employer identification number
Museum of Dinosaurs and Ancient Cultures 27-3564062 Part I Reason for Public Charity Status. (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).) A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 3 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the 4 hospital’s name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8 9
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: An organization that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
10
11 12
PY
6 7
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
c d
CO
a
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. f Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . . g Provide the following information about the supported organization(s). (i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1–10 above (see instructions))
(iv) Is the organization (v) Amount of monetary listed in your governing support (see document? instructions)
Yes
(vi) Amount of other support (see instructions)
No
(A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. BAA REV 03/12/25 PRO
Schedule A (Form 990) 2024
Page 2
Schedule A (Form 990) 2024
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support
2
Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf . . .
3
The value of services or facilities furnished by a governmental unit to the organization without charge . . . .
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . .
6
Public support. Subtract line 5 from line 4
.
.
.
(a) 2020
(c) 2022
(d) 2023
(e) 2024
(f) Total
202,272. 477,107. 536,789.
523,955. 517,452. 2,257,575.
202,272. 477,107. 536,789.
523,955. 517,452. 2,257,575.
2,257,575.
Section B. Total Support Calendar year (or fiscal year beginning in) 7 Amounts from line 4 . . . . . . 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . . . . . .
(b) 2021
(a) 2020
PY
Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any “unusual grants.”) . . .
(b) 2021
(c) 2022
202,272. 477,107. 536,789.
(d) 2023
(e) 2024
(f) Total
523,955. 517,452. 2,257,575.
Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . .
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . .
11 12 13
Total support. Add lines 7 through 10 2,258,153. Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . 12 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . .
CO
9
578.
578.
Section C. Computation of Public Support Percentage
99.97 % Public support percentage for 2024 (line 6, column (f), divided by line 11, column (f)) . . . . 14 99.97 % Public support percentage from 2023 Schedule A, Part II, line 14 . . . . . . . . . . 15 331/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . b 331/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . .
14 15 16a
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b 10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . REV 03/12/25 PRO
Schedule A (Form 990) 2024
Page 3
Schedule A (Form 990) 2024
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support
4
Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf . . .
5
The value of services or facilities furnished by a governmental unit to the organization without charge . . . .
6 7a
Total. Add lines 1 through 5 . . . . Amounts included on lines 1, 2, and 3 received from disqualified persons .
(a) 2020
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year c 8
Add lines 7a and 7b . . . . . . Public support. (Subtract line 7c from line 6.) . . . . . . . . . . .
Section B. Total Support (a) 2020
(c) 2022
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
(d) 2023
(e) 2024
(f) Total
CO
Calendar year (or fiscal year beginning in) 9 Amounts from line 6 . . . . . . 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources
(b) 2021
PY
Calendar year (or fiscal year beginning in) Gifts, grants, contributions, and membership fees 1 received. (Do not include any “unusual grants.”) 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization’s tax-exempt purpose . . . 3 Gross receipts from activities that are not an unrelated trade or business under section 513
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . c 11
12
Add lines 10a and 10b . . . . . Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . Total support. (Add lines 9, 10c, 11, and 12.) . . . . . . . . . . First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . .
13 14
Section C. Computation of Public Support Percentage 15 16
Public support percentage for 2024 (line 8, column (f), divided by line 13, column (f)) . Public support percentage from 2023 Schedule A, Part III, line 15 . . . . . . .
. .
. .
. .
. .
15 16
% %
Section D. Computation of Investment Income Percentage 17 18 19a
Investment income percentage for 2024 (line 10c, column (f), divided by line 13, column (f)) . . . 17 % Investment income percentage from 2023 Schedule A, Part III, line 17 . . . . . . . . . . 18 % 331/3% support tests—2024. If the organization did not check the box on line 14, and line 15 is more than 331/3%, and line 17 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . b 331/3% support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331/3%, and line 18 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization .
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions REV 03/12/25 PRO
.
Schedule A (Form 990) 2024
Page 4 Supporting Organizations (Complete only if you checked a box on line 12 of Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Schedule A (Form 990) 2024
Part IV
Yes No 1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If “No,” describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain.
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If “Yes,” explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If “Yes,” answer lines 3b and 3c below.
3a
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If “Yes,” describe in Part VI when and how the organization made the determination. c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If “Yes,” explain in Part VI what controls the organization put in place to ensure such use. 4a Was any supported organization not organized in the United States (“foreign supported organization”)? If “Yes,” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
PY
b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
1
2 3a
3b 3c 4a
4b
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization’s organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
CO
c
b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization’s organizing document? c Substitutions only. Was the substitution the result of an event beyond the organization’s control? 6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI. 7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990). Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
5b 5c
6
7 8
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI. b Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI. c Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9a 9b 9c
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below. b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) REV 03/12/25 PRO
10a 10b
Schedule A (Form 990) 2024
Page 5
Schedule A (Form 990) 2024
Part IV
Supporting Organizations (continued) Yes No
11 a
Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
b A family member of a person described on line 11a above? c A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to line 11a, 11b, or 11c, provide detail in Part VI.
11a 11b 11c
Section B. Type I Supporting Organizations Yes No 1
Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s officers, directors, or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.
2
Section C. Type II Supporting Organizations Yes No 1
Section D. All Type III Supporting Organizations
PY
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1 Yes No
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s), or (ii) serving on the governing body of a supported organization? If “No,” explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
3
By reason of the relationship described on line 2, above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If “Yes,” describe in Part VI the role the organization’s supported organizations played in this regard.
3
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Section E. Type III Functionally Integrated Supporting Organizations 1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). c 2 Activities Test. Answer lines 2a and 2b below. Yes No a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If “Yes,” then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
b Did the activities described on line 2a, above, constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If “Yes,” explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement. Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If “Yes” or “No,” provide details in Part VI. b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If “Yes,” describe in Part VI the role played by the organization in this regard.
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REV 03/12/25 PRO
3a 3b
Schedule A (Form 990) 2024
Page 6
Schedule A (Form 990) 2024
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A—Adjusted Net Income (A) Prior Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3. 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) 8 (B) Current Year Section B—Minimum Asset Amount (A) Prior Year (optional) 1
Section C—Distributable Amount 1 2 3 4 5 6 7
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Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities 1a 1b b Average monthly cash balances 1c c Fair market value of other non-exempt-use assets 1d d Total (add lines 1a, 1b, and 1c) e Discount claimed for blockage or other factors (explain in detail in Part VI): Acquisition indebtedness applicable to non-exempt-use assets 2 2 Subtract line 2 from line 1d. 3 3 4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 5 Multiply line 5 by 0.035. 6 6 Recoveries of prior-year distributions 7 7 Minimum Asset Amount (add line 7 to line 6) 8 8
Current Year
Adjusted net income for prior year (from Section A, line 8, column A) 1 Enter 0.85 of line 1. 2 Minimum asset amount for prior year (from Section B, line 8, column A) 3 Enter greater of line 2 or line 3. 4 Income tax imposed in prior year 5 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions). 6 Check here if the current year is the organization’s first as a non-functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990) 2024 REV 03/12/25 PRO
Page 7
Schedule A (Form 990) 2024
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D—Distributions
Current Year
1 2
Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 4 5 6 7 8
Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required—provide details in Part VI) Other distributions (describe in Part VI). See instructions. Total annual distributions. Add lines 1 through 6. Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions.
9 10
Distributable amount for 2024 from Section C, line 6 Line 8 amount divided by line 9 amount (i) Excess Distributions
Section E—Distribution Allocations (see instructions) 1
1 2 3 4 5 6 7 8 9 10
(ii) Underdistributions Pre-2024
(iii) Distributable Amount for 2024
Distributable amount for 2024 from Section C, line 6
2
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Underdistributions, if any, for years prior to 2024 (reasonable cause required—explain in Part VI). See instructions. 3 Excess distributions carryover, if any, to 2024 a From 2019 . . . . . b From 2020 . . . . . c From 2021 . . . . . d From 2022 . . . . . e From 2023 . . . . . f Total of lines 3a through 3e g Applied to underdistributions of prior years h Applied to 2024 distributable amount i Carryover from 2019 not applied (see instructions) j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 4 Distributions for 2024 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2024 distributable amount c Remainder. Subtract lines 4a and 4b from line 4. 5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. 6
7 8 a b c d e
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. Excess distributions carryover to 2025. Add lines 3j and 4c. Breakdown of line 7: Excess from 2020 . . . Excess from 2021 . . . Excess from 2022 . . . Excess from 2023 . . . Excess from 2024 . . . REV 03/12/25 PRO
Schedule A (Form 990) 2024
Page 8 Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
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Schedule A (Form 990) 2024
Schedule A (Form 990) 2024 REV 03/12/25 PRO
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SCHEDULE O (Form 990)
Supplemental Information to Form 990 or 990-EZ OMB No. 1545-0047
(Rev. December 2024)
Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.
Department of the Treasury Internal Revenue Service
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection Employer identification number
Museum of Dinosaurs and Ancient Cultures Pt VI, Line 11b: The board reviews the return before it is filed. Pt IX, Line 11g: Description: Leased Labor Total: $66,966 Program services: $66,966
27-3564062
CO
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Name of the organization
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Schedule O (Form 990) (Rev. 12-2024)
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Other Service Fees
Form 990 Part IX, Line 11g
2024
Name
Employer Identification No.
Museum of Dinosaurs and Ancient Cultures
27-3564062
(A) Total
Description
66,966.
(C) Management and general
66,966.
CO
PY
Leased Labor
(B) Program services
Total to Form 990, Part IX, line 11g
66,966.
66,966.
(D) Fundraising
W•9
Form (Rev. March 2024) Department of the Treasury Internal Revenue Service
Request for Taxpayer Identification Number and Certification
Give form to the requester. Do not send to the IRS.
Go to www.irs.gov/FormW9 for instructions and the latest information.
Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below. 1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner's name on line 1, and enter the business/disregarded entity's name on line 2.)
MUSEUM OF DINOSAURS AND ANCIENT CULTURES, INC Business name/disregarded entity name, if different from above.
2 C') (I)
3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check
g,
only one of the following seven boxes.
0. C
□ Individual/sole proprietor
II)
□ LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership)
0 • Q)
C:
1: 1,, ·c: .5 c.. I.)
Q) Q)
-~1
0 Partnership
certain entities, not individuals; see instructions on page 3):
0 Trust/estate
Exempt payee code (if any) Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code (if any)
3b If on line 3a you checked "Partnership" or "Trust/estate," or checked "LLC" and entered "P" as its tax classification,
(Applies to accounts maintained outside the United States.)
and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, check this box if you have any foreign partners, owners, or beneficiaries. See instructions □
~ (/)
0 S corporation
Note: Check the "LLC" box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax_ _ _ classification of lhe LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate box for the tax classification of Its owner. Other (see instructions) Non-profit corporation □ X
i~ s2 !t: ~
0 C corporation
4 Exemptions (codes apply only to
5 Address (number, street, and apt. or suite no.). See instructions.
250 W COCOA BEACH CSWY
6
City, state, and ZIP code
7
List account number(s) here (optional)
Requester's name and address (optional)
COCOA BEACH, FL 32931
••
Taxpayer Identification Number (TIN)
I Social security number
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.
I
[Il]-[D-1 I I I I or
I Employer identification number
Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter.
2 7
3 5 6 4 0 6 2
Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am sub)ect to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and
4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.
Sign Here
I.
Signature of U.S. person
Date
General Instructions Section references are to the Internal Revenue Code unless otherwise noted.
Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.lrs.gov/FormW9.
What's New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the "LLC" box and enter its appropriate tax classification. Cat. No. 10231X
5/30/2024
New line 3b has been added to this form. A flow-through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow-through entity !n which it has an ownership interest. This change is intended to provide a flow-through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reportlhg requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065).
Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS is giving you this form because they Form W-9 (Rev. 3-2024)
Marketing Support Program
Museum of Dinosaurs and Ancient Cultures
FY 2026-2027 Event Income/Expense Report 2025-2026 actuals
Difference
Facilities
$220,000.00 $214,234.00
$5,766.00
Labor
$58,000.00
$54,521.00
$3,479.00
Insurance
$21,000.00
$1,905.00
$19,095.00
Product Sales
Expenses
2026-2027 projection
2026-2027 projection
2025-2026 actuals
Admissions
$514,000.00
$489,786.00 $24,214.00
Field Trips
$14,600.00
$12,165.00
$2,435.00
$800.00
$2,190.00
-$1,390.00
Income
Difference
Equipment Mtce
$3,950.00
$3,687.00
$263.00
$0.00
Card Processing - Bus Exp
$12,500.00
$11,867.00
$633.00
$0.00
Educational Programming
$2,800.00
$2,592.00
$208.00
$0.00
$0.00
$0.00
$29,444.00
$0.00
Subtotal Other Expenses Banking, Memberships Cost of Goods Sold
$318,250.00 $288,806.00
$0.00 $1,900.00
$1,831.00
$69.00
$105,000.00 $103,000.00
$2,000.00 $0.00 $0.00
$0.00 $0.00 Subtotal Income Income Sponsors
$529,400.00
$504,141.00 $25,259.00
$0.00 $0.00 $0.00
Income Other
$0.00
TDC grant funding
$20,000.00
$17,500.00
$0.00
Total Income
$549,400.00
$521,641.00 $27,759.00
Total Expenses Paid
$470,650.00
$437,135.00 $33,515.00
Profit/Loss
$78,750.00
$84,506.00
$2,500.00
$0.00 $0.00 $0.00 Subtotal Other Expenses
$106,900.00 $104,831.00 $2,069.00
-$5,756.00
Marketing - please specify Brevard/Out-of-County Lamar Billboards-Brev Cty
$3,500.00
$17,000.00
-$13,500.00
Google Ads - Out of Brev Cty
$34,000.00
$26,498.00
$7,502.00
Social Media-Out of Brev Cty
$8,000.00
$0.00
$8,000.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses Total Expenses 2026-2027
$45,500.00
$43,498.00
$2,002.00
$470,650.00 $437,135.00
$33,515.00
.
Updated: 6/18/2026
Titusville Playhouse
Return to Table of Contents
For TDO use: PROJECT #9
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
'l m I
Program
checklist
Organization:
oagariization
Support
TitusviLLe
yeai"-round
PLayhouse
programming?
NO
Applicant
Event
Name:
1.
Completed
2.
CopyoflRSArticLesof
Yes J application /)
Incorporation 3.
/'
"7(
CopyofSunBiz.org(ifappLicabLe)
5.
Copy
of 990
6.
Copy
of completed
X0
X
(if appLicabLe) W-9
(March
2024)
This
Income/Expense
Copy
of the Applicant
or 250
ji s l_ I All aocumerits
worksheet
for all applicants)
application
(Cultural)
k
IJ
4.
8.
t,/'4
CopyoflRSDeterminationletter
(required
Comment
,,\
- (if applicable)
- (if applicable)
7.
No
meets
the
room
nights
X 'x X
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO have
beeiq
submitted.
reviewed
and/or
addressed
in the
comments.
0A ffl Peter
Cranis,
Executive
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Marcia Gaedcke
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Titusville Playhouse Organization address 301 Julia Street State fl City Titusville Zip 32796 Primary contact name Steven Heron
Primary contact phone number 3212681125 x101 Primary contact email steven@titusvilleplayhouse.com Secondary contact name Marcia Gaedcke Secondary contact phone number 3212681125 x104 Secondary contact email marcia@titusvilleplayhouse.com Organization website address titusvilleplayhouse.com
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 59-6177447
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
8. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
9. (untitled)
What is the first date of your event?
10. (untitled)
In total, how many days will your event be held?
11. (untitled) 7.
Do you have a second event? No
12. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled)
Do you have a third event?
16. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled)
What types of marketing do you plan to do for this event?
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Billboards Social hashtags Social media (Facebook, Instagram, YouTube, etc.)
21. (untitled)
What are your social media handles?
9.
Facebook : titusvilleplayhouse301 Instagram : titusville_playhouse YouTube : titusvilleplayhouse5606
22. (untitled) 10.
What hashtags do you currently use?
#playhouse62
23. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening
procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Marcia Gaedcke
24. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
IRSDeterminationLetter.pdf
25. (untitled) 13.
Upload a copy of your organization's 990 form.
form990-596177447-titusville-playhouse-inc-2024.pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
SunBiz2025.pdf
28. (untitled) 15.
Upload your completed W-9 form.
TPI_w9_2026.pdf
29. (untitled) 16.
Upload your completed Event Income/Expense report.
MSP_Revenue_Expense_worksheet_FY26-27_Titusville_Playhouse.pdf
30. (untitled) 17.
Upload your completed Checklist.
Applicant_Checklist.pdf
31. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Marcia Gaedcke
32. Thank You! New Send Email May 28, 2026 12:45:58 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2025 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT
FILED Apr 29, 2025 Secretary of State 8935615265CC
DOCUMENT# 709505 Entity Name: TITUSVILLE PLAYHOUSE, INC. Current Principal Place of Business: 301 JULIA STREET TITUSVILLE, FL 32796
Current Mailing Address: 301 JULIA STREET TITUSVILLE, FL 32796 US FEI Number: 59-6177447
Certificate of Status Desired: No
Name and Address of Current Registered Agent: HERON, STEVEN TITUSVILLE PLAYHOUSE, INC. 301 JULIA STREET TITUSVILLE, FL 32796 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
VP
Title
TREASURER
Name
LUGO, MELISSA
Name
MACDONALD, KAREN
Address
301 JULIA STREET
Address
301 JULIA STREET
City-State-Zip:
TITUSVILLE FL 32796
City-State-Zip:
TITUSVILLE FL 32796
Title
S
Title
P
Name
BALL, JIM
Name
BALL, KATY
Address
301 JULIA STREET
Address
301 JULIA STREET
TITUSVILLE FL 32796
City-State-Zip:
TITUSVILLE FL 32796
City-State-Zip:
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: KATY BALL Electronic Signature of Signing Officer/Director Detail
PRESIDENT
04/29/2025 Date
efile GRAPHIC print
Submission Date - 2026-02-03
990
DLN: 93493034009206 OMB No. 1545-0047
Return of Organization Exempt From Income Tax
Form
2024
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
A
For the 2024 calendar year, or tax year beginning 06-01-2024
B Check if applicable:
Open to Public Inspection
Go to www.irs.gov/Form990 for instructions and the latest information.
Department of the Treasury Internal Revenue Service
, and ending 05-31-2025
C Name of organization TITUSVILLE PLAYHOUSE INC
D Employer identification number
59-6177447
Address change Name change
Doing business as
Initial return Number and street (or P.O. box if mail is not delivered to street address) 301 JULIA STREET
Final return/terminated
Amended return Application pending
Room/suite
E Telephone number
(321) 268-1125
City or town, state or province, country, and ZIP or foreign postal code TITUSVILLE, FL 32796 G Gross receipts $ 2,590,415
F Name and address of principal officer: KATY BALL 301 JULIA ST TITUSVILLE, FL 32796 I
Tax-exempt status:
J
Website:
501(c)(3)
H(a)
501(c) ( ) (insert no.)
Corporation
Trust
Yes subordinates? Are all subordinates Yes included? If "No," attach a list. See instructions. Group exemption number
H(b) 4947(a)(1) or
527
H(c)
WWW.TITUSVILLEPLAYHOUSE.COM
K Form of organization:
Is this a group return for
Association
L Year of formation: 1965
Other
No No
M State of legal domicile: FL
Summary
Part I
1 Briefly describe the organization’s mission or most significant activities: LIVE THEATRE PERFORMANCES AND EDUCATION
2 3
if the organization discontinued its operations or disposed of more than 25% of its net assets. Check this box Number of voting members of the governing body (Part VI, line 1a) . . . . . . . .
3
4
Number of independent voting members of the governing body (Part VI, line 1b)
.
.
.
.
.
4
5
5
Total number of individuals employed in calendar year 2024 (Part V, line 2a)
.
.
.
.
.
.
5
34
6
Total number of volunteers (estimate if necessary)
.
.
.
.
.
.
7a
Total unrelated business revenue from Part VIII, column (C), line 12
.
.
.
.
.
. .
.
b Net unrelated business taxable income from Form 990-T, Part I, line 11
.
.
.
.
.
.
.
.
.
.
.
6 7a
.
.
5
.
.
.
0
7b Prior Year
Current Year
8
Contributions and grants (Part VIII, line 1h)
.
.
.
.
.
.
.
.
.
632,502
645,871
9
Program service revenue (Part VIII, line 2g)
.
.
.
.
.
.
.
.
.
1,733,109
1,828,292
10
Investment income (Part VIII, column (A), lines 3, 4, and 7d )
.
.
.
.
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
12
Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)
13
Grants and similar amounts paid (Part IX, column (A), lines 1–3 ) .
14
Benefits paid to or for members (Part IX, column (A), line 4) .
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)
16a Professional fundraising fees (Part IX, column (A), line 11e)
.
.
.
2,468 98,141
2,487,830
2,574,772
.
.
.
13,110 109,109
0
.
.
.
.
0 892,545
1,058,270 0
.
b Total fundraising expenses (Part IX, column (D), line 25) 0 17
Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) .
18
Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)
19
Revenue less expenses. Subtract line 18 from line 12 .
.
.
.
.
.
.
.
.
.
1,454,252
1,337,927
2,346,797
2,396,197
141,033
178,575
Beginning of Current Year
20
Total assets (Part X, line 16) .
21
Total liabilities (Part X, line 26) .
.
.
22
Net assets or fund balances. Subtract line 21 from line 20 .
.
. .
. .
. .
. .
. .
. .
. .
.
. .
.
. .
.
. .
.
.
End of Year
4,537,221
4,922,892
2,861,500
3,068,596
1,675,721
1,854,296
Signature Block
Part II
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer KATY BALL PRESIDENT Type or print name and title Print/Type preparer's name
Paid Preparer Use Only
Firm's name
2026-02-02 Date
Preparer's signature
Date 2026-02-03
PTIN Check if P02399046 self-employed Firm's EIN 86-2352614
ADAM J REGAN CPA PA
Firm's address 1705 S WASHINGTON AVE
Phone no. (321) 450-4040
TITUSVILLE, FL 32780
May the IRS discuss this return with the preparer shown above? See Instructions. For Paperwork Reduction Act Notice, see the separate instructions.
.
.
.
.
.
.
.
.
.
.
Yes
Cat. No. 11282Y
No Form 990 (2024)
Form 990 (2024)
Part III 1
Page 2
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III . Briefly describe the organization’s mission:
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
LIVE THEATRE PERFORMANCES AND EDUCATION
2
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Yes
No
If "Yes," describe these new services on Schedule O. 3
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Yes
No
If "Yes," describe these changes on Schedule O. 4
4a
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. (Code:
) (Expenses $
1,419,283
including grants of $
) (Revenue $
1,547,627 )
WE PRODUCE LARGE-SCALE LIVE THEATRE, STAGING 210+ UNIQUE PRODUCTIONS, WELCOMING MORE THAN 42,500 AUDIENCE MEMBERS, AND ENGAGING OVER 2000 PERFORMERS, CREW, AND VOLUNTEERS.
4b
(Code:
) (Expenses $
64,514
including grants of $
) (Revenue $
183,204 )
SALE OF BEVERAGES AND SNACKS DURING LIVE PERFORMANCES IS CONDUCTED FOR THE CONVENIENCE AND COMFORT OF PATRONS. PROCEEDS ARE USED TO OFFSET PRODUCTION COSTS, DIRECTLY SUPPORTING AND BENEFITING THE ORGANIZATIONS EXEMPT PURPOSE.
4c
(Code:
) (Expenses $
11,082
including grants of $
) (Revenue $
78,315 )
CLASSES, WORKSHOPS AND OTHER ACTIVITIES CONSTRUCTED TO EDUCATE ADULTS AND CHILDREN ABOUT ARTISTIC AND TECHINCAL THEATRE.
4d
Other program services (Describe in Schedule O.) (Expenses $
4e
Total program service expenses
including grants of $
) (Revenue $
)
1,494,879 Form 990 (2024)
Form 990 (2024)
Part IV
Page 3
Checklist of Required Schedules Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A . . . . . . . . . . . . . . . . . . . . .
1
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions.
2
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I . . . . . . . . . . . . .
3
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II . . . . . . . . .
4
No
5
No
5
6
7
.
.
.
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III . .
Yes No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D,Part I . . . . . . . . . . . . . . . . . . . . . . . . .
6
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II . . .
7
No
8
No
9
No
.
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III . . . . . . . . . . . . . .
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV . . . . . . . . . . . . . .
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V . . . . . .
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable. a
Yes
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI. . . . . . . . . . . . . . . . . . . .
No
10
Yes
11a
Yes
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in 11b Part X, line 16? If "Yes," complete Schedule D, Part VII . . . . . . .
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII . . . . . . .
11c
No
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . . . . .
11d
No
d e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
11e
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . .
12a
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
14a
Did the organization maintain an office, employees, or agents outside of the United States?
b
15 16
.
.
13
No
14a
No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV . . . . . . . . .
14b
No
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV . . . . .
15
No
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV . . .
16
No
17
No
.
.
.
.
.
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. . . . .
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II . . . . . . . . . . . .
18
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . . . . .
19
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H .
20a
No
b 21
.
.
.
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . .
Yes
20b 21
No Form 990 (2024)
Form 990 (2024)
Part IV
Page 4
Checklist of Required Schedules (continued) Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . .
22
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . .
23
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a . . . . . . . . . . . . . . .
24a
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? .
24b
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . .
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? .
25a
b
26
27
28
.
.
.
.
No
24c 24d
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I . . . .
25a
No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . .
25b
No
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II . . . . . . . . . . .
26
No
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If "Yes," completeSchedule L,Part III . . . . . . . . . . . . . . . . . . . . . . . . .
27
No
28a
No
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . .
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV .
28b
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . .
28c
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M .
29
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M . . . . . . . . . . . . . . . . .
30
No
.
.
.
.
.
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . .
32
No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I . . . . . . . . . . . .
33
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . .
34
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
No
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 . . .
35b
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 . . . . . . . . . . . . .
36
No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
No
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. . . . . . . . . . . . .
38
33
b 36 37 38
Part V
Yes
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V .
.
.
.
.
.
.
.
.
.
.
Yes 1a Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable
.
.
1a
22
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . .
1c
No
No Form 990 (2024)
Form 990 (2024)
Part V
Page 5
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return . . . . . . . . . . . . . . . . . . b
2a
3a Did the organization have unrelated business gross income of $1,000 or more during the year? . b
34 2b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns? .
.
If “Yes,” has it filed a Form 990-T for this year?If “No” to line 3b, provide an explanation in Schedule O .
3a .
.
Yes No
3b
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . .
4a
No
.
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
b
If "Yes," enter the name of the foreign country: See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
.
.
.
.
.
.
.
.
.
.
.
.
.
5c
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . .
6a
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . .
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . .
7a
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
7b
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . .
d
If "Yes," indicate the number of Forms 8282 filed during the year
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . . . . . . . . . . . . . . . . . . . . .
7g
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? . . . . . . . . . . . . . . . . . . . . . . . . . .
7h
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? . . . . . . . .
8
.
.
.
.
.
.
.
.
.
No
6b
7c
7d
7e
h
8
.
.
7f
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966? .
.
.
.
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? .
.
.
9b
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
10
.
.
.
.
9a
Section 501(c)(7) organizations. Enter: a
Initiation fees and capital contributions included on Part VIII, line 12
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
11
.
.
10a
.
10b
Section 501(c)(12) organizations. Enter: a
Gross income from members or shareholders
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . .
12a b 13
.
.
.
.
.
.
.
.
.
11a 11b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
Section 501(c)(29) qualified nonprofit health insurance issuers. a
Is the organization licensed to issue qualified health plans in more than one state? . . . . Note. See the instructions for additional information the organization must report on Schedule O.
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . .
c
Enter the amount of reserves on hand
14a b
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13a
13b
.
Did the organization receive any payments for indoor tanning services during the tax year? .
.
13c .
.
.
.
14a
If "Yes," has it filed a Form 720 to report these payments?If "No," provide an explanation in Schedule O .
.
14b
No
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . If "Yes," see the instructions and file Form 4720, Schedule N.
15
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? . If "Yes," complete Form 4720, Schedule O.
16
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? . . If "Yes," complete Form 6069.
.
17 Form 990 (2024)
Form 990 (2024)
Part VI
Page 6
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. . . . . . . . . . . . . . Check if Schedule O contains a response or note to any line in this Part VI .
Section A. Governing Body and Management Yes 1a Enter the number of voting members of the governing body at the end of the tax year
1a
5
1b
5
No
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. b
Enter the number of voting members included in line 1a, above, who are independent
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . .
2
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
5
No
6
Did the organization have members or stockholders?
6
No
7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . .
7a
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . . .
7b
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. .
.
. .
.
. .
.
. .
.
. .
.
. .
.
. .
. .
. .
.
. .
.
. .
.
b
Each committee with authority to act on behalf of the governing body?
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O . . . . . . .
.
.
8a
Yes
8b
Yes
9
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes 10a b 11a b 12a
Did the organization have local chapters, branches, or affiliates?
.
.
.
.
.
.
.
.
.
.
.
.
10a
No
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11a
Yes
12a
Yes
Describe on Schedule O the process, if any, used by the organization to review this Form 990.
.
.
.
.
Did the organization have a written conflict of interest policy? If "No," go to line 13 .
.
.
.
.
.
.
.
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? . . . . . . . . . . . . . . . . . . . . . . . . . .
12b
Yes
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done . . . . . . . . . . . . . . . . . . . 12c
Yes
.
.
.
.
13
Did the organization have a written whistleblower policy?
14
Did the organization have a written document retention and destruction policy?
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a
The organization’s CEO, Executive Director, or top management official
b
Other officers or key employees of the organization
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. .
. .
. .
. .
. .
. .
. .
. .
. .
No
.
. .
.
13
No
14
No
15a
No
15b
No
16a
No
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions. 16a b
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? . . . . . . . . . . . .
16b
Section C. Disclosure 17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19 20
Own website Another's website Upon request Other (explain in Schedule O) Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, address, and telephone number of the person who possesses the organization's books and records: STEVEN HERON 301 JULIA ST TITUSVILLE, FL 32796 (321) 268-1125 Form 990 (2024)
Form 990 (2024)
Part VII
Page 7
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII .
.
.
.
.
.
.
.
.
.
.
.
.
.
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year. List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. List all of the organization’s current key employees, if any. See the instructions for definition of "key employee." List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (A) Name and title
(1) JIM BALL ...................................................................... SECRETARY (2) KATY BALL ...................................................................... PRESIDENT (3) MELISSA LUGO ...................................................................... VICE PRESIDE (4) KAREN MACDONALD ...................................................................... TREASURER
(B) Average hours per week (list any hours for related organizations below dotted line)
(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D) Reportable compensation from the organization (W-2/1099MISC/1099-NEC)
(E) Reportable compensation from related organizations (W2/1099-MISC/1099NEC)
(F) Estimated amount of other compensation from the organization and related organizations
5.00 .................
X
0
0
0
5.00 .................
X
0
0
0
5.00 .................
X
0
0
0
5.00 .................
X
0
0
0
Form 990 (2024)
Form 990 (2024)
Part VII
Page 8
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) Name and title
(B) Average hours per week (list any hours for related organizations below dotted line)
1b Sub-Total . . . . . . . . . . . . . c Total from continuation sheets to Part VII, Section A . . d Total (add lines 1b and 1c) . . . . . . . . .
(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D) Reportable compensation from the organization (W2/1099-MISC/1099NEC)
(E) Reportable compensation from related organizations (W2/1099-MISC/1099NEC)
(F) Estimated amount of other compensation from the organization and related organizations
.
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual . . . . . . . . . . . . . .
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?If "Yes," complete Schedule J for such person . . . . . . . .
Yes
No
3
No
4
No
5
No
Section B. Independent Contractors 1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year. (A) Name and business address
2
(B) Description of services
(C) Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization Form 990 (2024)
Form 990 (2024)
Page 9
Statement of Revenue
Part VIII
. Check if Schedule O contains a response or note to any line in this Part VIII . (A) Total revenue
1a
Federated campaigns .
b Membership dues .
.
.
. . . (B) Related or exempt function revenue
.
.
.
. . (C) Unrelated business revenue
.
(D) Revenue excluded from tax under sections 512 - 514
1a
.
1b
c Fundraising events .
.
.
141,000
1c
d Related organizations
1d
e Government grants (contributions)
1e
185,000
1f
319,871
f All other contributions, gifts, grants, and similar amounts not included above
g Noncash contributions included in lines 1a - 1f:$
1g
h Total. Add lines 1a-1f .
.
.
.
.
.
.
645,871
Business Code 2a BOX OFFICE ADMISSION
1,547,627
1,547,627
b HOSPITALITY INCOME
183,204
183,204
c EDUCATIONAL OUTREACH
78,315
78,315
d MERCHANDISE SALES
19,146
19,146
e f All other program service revenue. g Total. Add lines 2a–2f.
.
.
.
.
1,828,292
3 Investment income (including dividends, interest, and other similar amounts) . . . . . .
2,468
2,468
4 Income from investment of tax-exempt bond proceeds 5 Royalties .
.
.
.
.
.
.
.
.
.
.
(i) Real 6a Gross rents
(ii) Personal
6a
b Less: rental 6b expenses c Rental income or 6c (loss) d Net rental income or (loss) .
.
.
.
.
.
.
(i) Securities 7a Gross amount from sales of assets other than inventory
7a
b Less: cost or other basis and sales expenses
7b
c Gain or (loss)
7c
d Net gain or (loss) .
.
.
.
.
(ii) Other
.
.
.
.
8a Gross income from fundraising events (not including $
of
contributions reported on line 1c). See Part IV, line 18 . . .
b Less: direct expenses
.
.
.
60,244
8a
.
15,643
8b
c Net income or (loss) from fundraising events . 9a
Gross income from gaming activities. See Part IV, line 19 . . .
b Less: direct expenses
.
.
9b
10a Gross sales of inventory, less returns and allowances . . .
44,601
9a
.
c Net income or (loss) from gaming activities .
b Less: cost of goods sold
.
.
10a
.
10b
c Net income or (loss) from sales of inventory .
. Business Code
11a COSTUMES
b RENTAL INCOME
26,825
26,825
26,715
26,715
c
d All other revenue
.
.
e Total. Add lines 11a–11d
. .
. .
12 Total revenue. See instructions .
.
. .
. .
. .
53,540
.
2,574,772
1,884,300
Form 990 (2024)
Form 990 (2024)
Page 10
Statement of Functional Expenses
Part IX
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX . Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.
.
(A) Total expenses
.
.
.
.
.
.
(B) Program serviceexpenses
.
.
.
.
.
(C) Management and general expenses
. (D) Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 . . . . 2 Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . . . . . . . . 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. . . . . . . . . . . . . . 4 Benefits paid to or for members .
.
.
.
.
.
.
5 Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . . 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3) (B) . . . . . . . . . 7 Other salaries and wages .
.
.
.
.
.
.
.
942,404
559,078
383,326
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) . . . . 9 Other employee benefits .
Fees for services (non-employees):
.
.
.
c Accounting d Lobbying
. .
. .
.
.
.
.
. .
. .
47,863
.
.
68,003
47,863 38,956
29,047
.
.
.
. .
. .
.
.
. .
. .
.
.
.
. .
.
.
.
.
11
b Legal
.
.
Payroll taxes
a Management
.
.
10
.
.
.
.
.
.
.
.
.
.
18,475
18,475
.
e Professional fundraising services. See Part IV, line 17 f Investment management fees
.
.
.
.
.
.
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 12
Advertising and promotion
13
Office expenses
14
Information technology
15
Royalties
16
Occupancy
17
Travel
18
Payments of travel or entertainment expenses for any federal, state, or local public officials .
19
Conferences, conventions, and meetings
20
Interest
21
Payments to affiliates
22
Depreciation, depletion, and amortization
23
Insurance
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
22,462
11,082
83,832
83,832
26,673
26,673
355,563
95,493
73,391
73,391
11,380
.
. . .
.
.
.
.
.
.
.
.
.
.
.
. .
.
.
.
.
. .
. .
.
.
. .
. .
. .
.
. .
.
.
.
.
. .
.
.
. .
260,070
14,636
14,636
46,544
46,544
. .
186,140
186,140
80,149
20,443
a PRODUCTION COST
364,947
364,947
b DUES & SUBSCRIPTIONS
34,844
34,844
c PROPERTY & SALES TAXES
23,497
23,497
d OTHER GENERAL EXPENSES
6,774
6,774
.
.
.
59,706
e All other expenses 25
Total functional expenses. Add lines 1 through 24e
26
Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.Check here 958-720).
2,396,197
1,494,879
901,318
0
if following SOP 98-2 (ASC Form 990 (2024)
Form 990 (2024)
Part X
Page 11
Balance Sheet Check if Schedule O contains a response or note to any line in this Part IX .
.
.
.
.
.
.
.
.
.
.
.
(A) Beginning of year 1
Cash–non-interest-bearing
2
Savings and temporary cash investments
3
Pledges and grants receivable, net
4
Accounts receivable, net
5
Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . . . . .
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) . . .
7
Notes and loans receivable, net
8
Inventories for sale or use
9
Prepaid expenses and deferred charges
10a b
.
.
.
.
.
.
.
.
.
. .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
1,677,149
Investments—publicly traded securities
12
Investments—other securities. See Part IV, line 11
13
Investments—program-related. See Part IV, line 11
.
.
14
Intangible assets
.
.
.
.
.
.
15
Other assets. See Part IV, line 11
.
.
.
.
.
16
Total assets. Add lines 1 through 15 (must equal line 33)
108,616
9
2,827
4,032,817
10c
4,565,321
11
.
.
.
.
.
12
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
.
.
.
.
17
Accounts payable and accrued expenses Grants payable
19
Deferred revenue
.
.
.
.
.
.
.
.
20
Tax-exempt bond liabilities
.
.
.
.
.
.
.
21
Escrow or custodial account liability. Complete Part IV of Schedule D
22
Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . . . . . . .
23
Secured mortgages and notes payable to unrelated third parties
24
Unsecured notes and loans payable to unrelated third parties
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D
26
Total liabilities. Add lines 17 through 25
.
6
.
18
.
36,863
8
6,242,470
11
4
5
.
.
10a
.
8,483
7
10b
.
233,899
2
.
Less: accumulated depreciation
.
1
830
20,718
Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
.
302,254
3
.
.
. .
.
. (B) End of year
.
.
.
.
.
.
.
.
. .
.
.
.
. .
.
.
.
.
.
.
.
.
.
.
14 71,986
15
75,499
4,537,221
16
4,922,892
5,168
17
12,328
.
18
.
212,671 .
.
.
. .
.
29
Organizations that do not follow FASB ASC 958, check here lines 29 through 33. Capital stock or trust principal, or current funds . . . .
30
Paid-in or capital surplus, or land, building or equipment fund
31
Retained earnings, endowment, accumulated income, or other funds
32
Total net assets or fund balances
33
Total liabilities and net assets/fund balances
.
.
.
.
. .
23
120,000
24
.
. .
.
. .
. .
2,677,138
25
26
3,068,596
and complete lines 27,
Net assets with donor restrictions
.
22 2,523,661
2,861,500
27
.
21
.
28
.
379,130
20
Organizations that follow FASB ASC 958, check here 28, 32, and 33. Net assets without donor restrictions . . . . .
.
19
. .
. .
27 .
28
and complete .
.
. .
. .
29 .
. .
.
. .
30
. .
. .
1,675,721
31
1,854,296
1,675,721
32
1,854,296
4,537,221
33
4,922,892 Form 990 (2024)
Form 990 (2024)
Part XI
Page 12
Reconcilliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI .
1
Total revenue (must equal Part VIII, column (A), line 12)
2
.
Total expenses (must equal Part IX, column (A), line 25)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
1
2,574,772
.
2
2,396,197
.
.
.
. .
7
Investment expenses
8
Prior period adjustments
9
Other changes in net assets or fund balances (explain in Schedule O)
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
Part XII
.
. .
. .
. .
. .
. .
. .
. .
.
. .
.
. .
.
. .
.
. .
. .
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.
. .
. .
. .
. . .
. .
. . .
. .
. . .
. .
. .
.
.
.
.
.
.
3
178,575
4
1,675,721
6 .
.
.
5 .
.
.
.
. .
.
.
.
.
Net unrealized gains (losses) on investments
.
.
.
Donated services and use of facilities
.
.
.
5
.
.
.
.
6
.
.
.
.
.
.
.
. .
.
.
.
Revenue less expenses. Subtract line 2 from line 1
.
.
.
.
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) .
.
.
.
3
.
.
.
.
4
.
.
.
.
7
.
.
8
.
9 10
1,854,296
Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII .
.
.
.
.
.
.
.
.
.
.
.
.
Yes 1
No
Accounting method used to prepare the Form 990: Cash Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule O.
2a Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
2b
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis b
Consolidated basis
Both consolidated and separate basis
Were the organization’s financial statements audited by an independent accountant? If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis
c
Consolidated basis
Both consolidated and separate basis
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3a 3b Form 990 (2024)
efile GRAPHIC print
SCHEDULE A (Form 990) Department of the Treasury Internal Revenue Service
Submission Date - 2026-02-03
DLN: 93493034009206 OMB No. 1545-0047
Public Charity Status and Public Support
2024
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Name of the organization
Open to Public Inspection
Employer identification number
TITUSVILLE PLAYHOUSE INC
59-6177447
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:
5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
6 7 8 9 10 11 12 a b c d e f g
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A) (vi). (Complete Part II.) A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university: An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III nonfunctionally integrated supporting organization. Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Provide the following information about the supported organization(s). (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 110 above (see instructions))
(iv) Is the organization listed in your governing document?
Yes
Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 11285F
(v) Amount of monetary support (see instructions)
(vi) Amount of other support (see instructions)
No
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") . . 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . 3 The value of services or facilities furnished by a governmental unit to the organization without charge.. 4 Total. Add lines 1 through 3 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . 6 Public support. Subtract line 5 from line 4.
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
(d) 2023
(e) 2024
(f) Total
Section B. Total Support (a) 2020 (b) 2021 (c) 2022 Calendar year (or fiscal year beginning in) 7 Amounts from line 4. . 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources. . . 9 Net income from unrelated business activities, whether or not the business is regularly carried on. . 10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.). . 11 Total support. Add lines 7 through 10 12 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . .
13
12
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage 14
Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) . . . . . . . . .
14
15
Public support percentage for 2023 Schedule A, Part II, line 14 . . . . . . . . . . . . . . .
15
16a 33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . b 33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . 17a 10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . b 10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The 18
organization qualifies as a publicly supported organization . . . . . . . . . . . . Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose 3 Gross receipts from activities that are not an unrelated trade or business under section 513 . . . . . 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf. . . 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total. Add lines 1 through 5 7a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. c Add lines 7a and 7b. . 8 Public support. (Subtract line 7c from line 6.)
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
459,662
143,631
668,669
717,595
645,871
2,635,428
609,861
2,106,089
1,465,159
1,429,849
1,944,544
7,555,502
1,069,523
2,249,720
2,133,828
2,147,444
2,590,415
10,190,930
10,190,930
Section B. Total Support (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total Calendar year (or fiscal year beginning in) 1,069,523 2,249,720 2,133,828 2,147,444 2,590,415 10,190,930 9 Amounts from line 6. . . 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources. . b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. c Add lines 10a and 10b. 11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . 13 Total support. (Add lines 9, 10c, 11, and 1,069,523 2,249,720 2,133,828 2,147,444 2,590,415 10,190,930 12.). . First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here 14
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage 15
Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) . . . . . . . . .
15
16
Public support percentage from 2023 Schedule A, Part III, line 15 . . . . . . . . . . . . . . .
16
100.000 %
Section D. Computation of Investment Income Percentage 17
Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) . . . . . .
18
Investment income percentage from 2023 Schedule A, Part III, line 17 . . . . . . . . . . . . .
17
0%
18 0% 19a 33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . b 33 1/3% support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . .
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . . . . Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part IV
Page 4
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box 12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations Yes 1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain.
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
No
1
2 3a b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a) (1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
3b
c
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
3c 4a
5a
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3) (C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
6
7 8
9a 9b 9c
10a b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part IV 11
Page 5
Supporting Organizations (continued) Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
b
A family member of a person described on 11a above?
11b
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
Section B. Type I Supporting Organizations 1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
1
2
Section C. Type II Supporting Organizations 1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
Section D. All Type III Supporting Organizations 1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
1
2
3
Section E. Type III Functionally-Integrated Supporting Organizations 1
2
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions): a
The organization satisfied the Activities Test. Complete line 2 below.
b
The organization is the parent of each of its supported organizations. Complete line 3 below.
c
The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions) Activities Test. Answer lines 2a and 2b below.
a Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement. 2b 3
Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI. b Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3a
3b Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income 1
Net short-term capital gain
1
2
Recoveries of prior-year distributions
2
3
Other gross income (see instructions)
3
4
Add lines 1 through 3
4
5
Depreciation and depletion
5
6
Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)
6
7
Other expenses (see instructions)
7
8
Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)
8
Section B - Minimum Asset Amount 1
Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):
(A) Prior Year
(B) Current Year (optional)
(A) Prior Year
(B) Current Year (optional)
1
a Average monthly value of securities
1a
b Average monthly cash balances
1b
c Fair market value of other non-exempt-use assets
1c
d Total (add lines 1a, 1b, and 1c)
1d
e Discount claimed for blockage or other factors (explain in detail in Part VI): 2
Acquisition indebtedness applicable to non-exempt use assets
2
3
Subtract line 2 from line 1d
3
4
Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).
5
Net value of non-exempt-use assets (subtract line 4 from line 3)
5
6
Multiply line 5 by 0.035
6
7
Recoveries of prior-year distributions
7
8
Minimum Asset Amount (add line 7 to line 6)
8
4
Current Year
Section C - Distributable Amount 1
Adjusted net income for prior year (from Section A, line 8, Column A)
1
2
Enter 85% of line 1
2
3
Minimum asset amount for prior year (from Section B, line 8, Column A)
3
4
Enter greater of line 2 or line 3
4
5
Income tax imposed in prior year
5
6
Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)
6
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part V
Page 7
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
(continued)
Section D - Distributions
Current Year
1
Amounts paid to supported organizations to accomplish exempt purposes
1
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
2
3
Administrative expenses paid to accomplish exempt purposes of supported organizations
3
4
Amounts paid to acquire exempt-use assets
4
5
Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)
5
6
Other distributions (describe in Part VI). See instructions
6
7 Total annual distributions. Add lines 1 through 6.
7
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
8
9
Distributable amount for 2024 from Section C, line 6
9
10 Line 8 amount divided by Line 9 amount
Section E - Distribution Allocations (see instructions)
10 (i) Excess Distributions
(ii) Underdistributions Pre-2024
(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6 2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions. 3 Excess distributions carryover, if any, to 2024: a From 2019. . . . . . . b From 2020. . . . . . . c From 2021. . . . . . . d From 2022. . . . . . . e From 2023. . . . . . . f Total of lines 3a through e g Applied to underdistributions of prior years h Applied to 2024 distributable amount i Carryover from 2019 not applied (see instructions) j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 4 Distributions for 2024 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2024 distributable amount c Remainder. Subtract lines 4a and 4b from line 4. 5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. 6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. 7 Excess distributions carryover to 2025. Add lines 3j and 4c. 8 Breakdown of line 7: a Excess from 2020. b Excess from 2021. c Excess from 2022. d Excess from 2023. e Excess from 2024.
. . . . .
. . . . .
. . . . .
. . . . . Schedule A (Form 990) (2024)
efile GRAPHIC print
Submission Date - 2026-02-03
SCHEDULE D (Form 990)
(Rev. January 2025)
Department of the Treasury Internal Revenue Service
DLN: 93493034009206
Supplemental Financial Statements
OMB No. 1545-0047
Complete if the organization answered "Yes," on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Name of the organization
Employer identification number
TITUSVILLE PLAYHOUSE INC
59-6177447
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6. (a) Donor advised funds
(b) Funds and other accounts
1
Total number at end of year . . . . . . . . .
2
Aggregate value of contributions to (during year)
3
Aggregate value of grants from (during year)
4
Aggregate value at end of year . . . . . . . .
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? . . . . . . . . . . . .
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part II 1
Yes
No
Yes
No
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education)
Preservation of an historically important land area
Protection of natural habitat
Preservation of a certified historic structure
Preservation of open space 2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Year a
Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . .
2a
b
Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . .
2b
c
Number of conservation easements on a certified historic structure included in (a) . . . . .
2c
d
Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register . . .
2d
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year
4
Number of states where property subject to conservation easement is located
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? . . . . . . . . . . . .
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year $
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h) (4)(B)(ii)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.
Part III
Yes
No
Yes
No
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . .
$
(ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items:
2 a
Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . .
b
Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
$ $ Schedule D (Form 990) (Rev. 1-2025)
Schedule D (Form 990) (Rev. 1-2025)
Part III 3 a
Page 2
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): d Public exhibition Loan or exchange programs
e
b
Other
Scholarly research c
Preservation for future generations
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?. . .
Part IV 1a
Yes
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If "Yes," explain the arrangement in Part XIII and complete the following table: Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
d
Additions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
e
Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
f
Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? . . .
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII . . . .
Part V
Yes
No
Amount
b c
Yes
No
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10. (a) Current year
1a
No
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
Beginning of year balance
(d) Three years back
68,601
50,469
c Net investment earnings, gains, and losses
3,513
3,385
18,132
75,499
71,986
68,601
.
.
(c) Two years back
71,986
.
.
(b) Prior year
.
b Contributions
.
(e) Four years back
50,469
50,469
50,469
50,469
.
d Grants or scholarships
.
.
.
e Other expenditures for facilities and programs . . . f Administrative expenses
.
.
.
.
g End of year balance
.
.
.
.
2 a
.
.
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: Board designated or quasi-endowment
b
Permanent endowment
c
Term endowment The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) Unrelated organizations (ii) Related organizations
b 4
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
.
.
.
.
Yes
.
.
.
.
.
.
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R?
.
.
.
.
.
.
.
.
.
No
3a(i)
No
3a(ii)
No
3b
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property
1a
Land
(a) Cost or other basis (investment)
.
.
.
.
.
b Buildings
.
.
.
.
(b) Cost or other basis (other)
(c) Accumulated depreciation
255,362
(d) Book value
255,362
c Leasehold improvements d Equipment e Other
.
. .
. .
. .
. .
51,927 5,935,181
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).) .
.
51,927 1,677,149
4,258,032 4,565,321
Schedule D (Form 990) (Rev. 1-2025)
Schedule D (Form 990) (Rev. 1-2025)
Part VII
Page 3
Investments - Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b.See Form 990, Part X, line 12. (a) Description of security or category (including name of security)
(1) Financial derivatives (2) Closely-held equity interests (3)Other
.
. .
. .
(b) Book value . .
. .
. .
. .
. .
(c) Method of valuation: Cost or end-of-year market value
. .
(A) (B) (C) (D) (E) (F) (G) (H) Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description
(b) Book value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)
Part X
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.
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.
.
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f.See Form 990, Part X, line 25.
1.
(a) Description of liability
(b) Book value
(1) Federal income taxes
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII Schedule D (Form 990) (Rev. 1-2025)
Schedule D (Form 990) (Rev. 1-2025)
Part XI
Page 4
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1
Total revenue, gains, and other support per audited financial statements
2
Amounts included on line 1 but not on Form 990, Part VIII, line 12: a
Net unrealized gains (losses) on investments
b
Donated services and use of facilities
c
Recoveries of prior year grants
d
Other (Describe in Part XIII.)
e
Add lines 2a through 2d .
.
. .
. .
.
.
.
.
.
.
.
.
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
.
.
1
2d
.
.
.
.
.
.
a
Investment expenses not included on Form 990, Part VIII, line 7b
b
Other (Describe in Part XIII.)
.
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.
c
Add lines 4a and 4b .
.
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2e 3
4b .
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4c
.
5
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1
Total expenses and losses per audited financial statements
2
Amounts included on line 1 but not on Form 990, Part IX, line 25: a
Donated services and use of facilities
b
Prior year adjustments
c
Other losses
d
Other (Describe in Part XIII.)
e
Add lines 2a through 2d .
.
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4
Amounts included on Form 990, Part IX, line 25, but not on line 1:
.
.
1
2c
.
.
.
.
2d
.
.
.
a
Investment expenses not included on Form 990, Part VIII, line 7b
b
Other (Describe in Part XIII.)
.
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.
.
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.
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.
.
c
Add lines 4a and 4b .
.
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2a
.
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2b
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.
Subtract line 2e from line 1 .
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3
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.
. .
. .
. .
2e 3
4a 4b .
.
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.
.
.
.
Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.)
.
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.
.
.
Part XIII
.
.
4a
Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)
Part XII
.
2c
.
.
4
5
.
.
Subtract line 2e from line 1 .
5
.
2b
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3
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2a .
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4c 5
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. Return Reference SCHEDULE D, PAGE 2, PART V, LINE 4
Explanation TO SUPPORT THE ORGANIZATION'S MISSION STATEMENT Schedule D (Form 990) (Rev. 1-2025)
efile GRAPHIC print
Submission Date - 2026-02-03
SCHEDULE G (Form 990)
DLN: 93493034009206
Supplemental Information Regarding Fundraising or Gaming Activities
(Rev. January 2025)
OMB No. 1545-0047
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
Department of the Treasury Internal Revenue Service Name of the organization TITUSVILLE PLAYHOUSE INC
Part I
Open to Public Inspection
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Employer identification number 59-6177447
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a
Mail solicitations
e
Solicitation of non-government grants
b
Internet and email solicitations
f
Solicitation of government grants
c
Phone solicitations
g
Special fundraising events
d
In-person solicitations
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.
(i) Name and address of individual or entity (fundraiser)
(ii) Activity
(iii) Did fundraiser have custody or control of contributions?
Yes
(iv) Gross receipts from activity
Yes
(v) Amount paid to (or retained by) fundraiser listed in col. (i)
No
(vi) Amount paid to (or retained by) organization
No
1 2 3 4 5 6 7 8 9 10
Total . 3
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List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Part II
Page 2
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
1 Gross receipts .
.
.
.
.
2
Less: Contributions .
.
.
.
3
Gross income (line 1 minus line 2) . . . .
4
Cash prizes
5
Noncash prizes
6
Rent/facility costs
7
Food and beverages
8
Entertainment
9
Other direct expenses
.
.
.
.
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.
. .
.
(c) Other events
(event type)
(total number)
60,244
60,244
60,244
60,244
15,643
15,643
.
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10 Direct expense summary. Add lines 4 through 9 in column (d)
.
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15,643
11 Net income summary. Subtract line 10 from line 3, column (d)
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.
.
.
.
44,601
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (b) Pull tabs/Instant bingo/progressive bingo
(a) Bingo
1 Gross revenue .
.
.
.
.
2
Cash prizes
.
.
.
.
3
Noncash prizes
.
.
.
.
4
Rent/facility costs
5
Other direct expenses
.
.
.
6
Volunteer labor
.
.
.
7
Direct expense summary. Add lines 2 through 5 in column (d)
8
Net gaming income summary. Subtract line 7 from line 1, column (d) .
.
.
.
.
.
(d) Total gaming (add col.(a) through col.(c))
(c) Other gaming
.
Yes
9
(d) Total events (add col. (a) through col. (c))
. .
. .
(b) Event #2
.
.
.
(a) Event #1 CASINO NIGHT (event type)
%
Yes
No
%
Yes
No .
.
. .
.
No .
.
%
.
.
.
.
.
.
.
.
.
.
.
Enter the state(s) in which the organization conducts gaming activities: a
Is the organization licensed to conduct gaming activities in each of these states?
b
If "No," explain:
10a
b
.
.
.
.
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year?
If "Yes," explain:
.
.
.
.
.
.
.
Yes
No
Yes
No
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 3
11
Does the organization conduct gaming activities with nonmembers?
.
.
.
.
.
.
.
.
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
. .
. .
. .
.
Yes
No
Yes
No
a
The organization's facility
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13a
%
b
An outside facility
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13b
%
14
.
.
Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name Address
15a b
Does the organization have a contract with a third party from whom the organization receives gaming revenue? . . . . . . . . . . . . . . . . . . . If "Yes," enter the amount of gaming revenue received by the organization amount of gaming revenue retained by the third party
c
$
$
.
.
.
.
.
Yes
No
Yes
No
and the .
If "Yes," enter name and address of the third party: Name Address
16
Gaming manager information: Name Gaming manager compensation
$
Description of services provided
Director/officer 17
Employee
Independent contractor
Mandatory distributions: a b
Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? . . . . . . . . . . . . . . .
.
Enter the amount of distributions required under state law distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year
Part IV
.
.
.
$
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions. Return Reference
Explanation Schedule G (Form 990) (Rev. 1-2025)
efile GRAPHIC print
SCHEDULE O (Form 990) (Rev. January 2025)
Department of the Treasury Internal Revenue Service
Submission Date - 2026-02-03
DLN: 93493034009206
Supplemental Information to Form 990 or 990-EZ
OMB No. 1545-0047
Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Name of the organization
Employer identification number
TITUSVILLE PLAYHOUSE INC
59-6177447
Return Reference
Explanation
FORM 990, PAGE 6, PART VI, LINE 11B
THE BOARD OF DIRECTORS SHOULD RECEIVE A COMPLETE DRAFT OF FORM 990 IN ADVANCE OF FILING AND BE GIVEN ADEQUATE TIME TO REVIEW IT FOR ACCURACY, CONSISTENCY WITH THE ORGANIZATIONS FINANCIAL STATEMENTS, AND ALIGNMENT WITH ITS MISSION AND ACTIVITIES. BOARD MEMBERS SHOULD PAY PARTICULAR ATTENTION TO GOVERNANCE DISCLOSURES, COMPENSATION, AND MAJOR REVENUE AND EXPENSE CATEGORIES,
FORM 990, PAGE 6, PART VI, LINE 12C
WHEN A CONFLICT IS IDENTIFIED, THE INTERESTED INDIVIDUAL MUST RECUSE THEMSELVES FROM DISCUSSION AND VOTING, AND THE REMAINING DISINTERESTED BOARD MEMBERS SHOULD REVIEW THE MATTER TO DETERMINE WHETHER THE TRANSACTION IS FAIR, REASONABLE, AND IN THE ORGANIZATIONS BEST INTEREST.
FORM 990, PAGE 6, PART VI, LINE 19
DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
2026-2027 projection
thru 4/26 2025-2026 actuals
thru 4/26
Difference
Income
2026-2027 projection
2025-2026 actuals
Difference
Production Costs
$488,473.00
$360,692.00 $127,781.00
Facilities/Maintenance
$229,200.00
$196,560.00
$32,640.00
Memberships
$172,600.00
$204,850.00
-$32,250.00
$353,900.00
$274,442.00
$79,458.00
Fundraising Events
$108,355.00
$134,082.00
-$25,727.00
$1,295,128.00 $1,105,177.00 $189,951.00
Education Programs
$77,350.00
$72,019.00
$5,331.00
Other Income
$308,000.00
$162,265.00 $145,735.00
Administrative Costs Labor Costs Education Program
Subtotal Other Expenses Other Expenses
$10,700.00
$2,063.00
$8,637.00
Box Office Sales
$1,956,405.00 $1,478,966.00 $477,439.00
$0.00
$0.00
$0.00
$0.00
$2,377,401.00 $1,938,934.00 $438,467.00
$0.00 $0.00
$340,000.00
$98,062.00 $241,938.00
$0.00
$0.00 $0.00
$0.00
$0.00
Subtotal Income Income Sponsors
$0.00
Sponsorships
$2,622,710.00 $2,052,182.00 $570,528.00 $190,000.00
$214,316.00 -$24,316.00
$17,500.00
$13,500.00 $4,000.00
$0.00 $0.00
Income Other
$0.00
TDC grant funding
$0.00
Total Income
$2,830,210.00 $2,279,998.00 $550,212.00
Total Expenses Paid
$2,717,401.00 $2,098,584.00 $618,817.00
$0.00 $0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$255,000.00
$98,062.00 $156,938.00
Out of County Marketing
$85,000.00
$61,588.00
Profit/Loss
$112,809.00
$181,414.00 -$68,605.00
$23,412.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses Total Expenses 2026-2027
$85,000.00
$61,588.00
$23,412.00
$2,717,401.00 $2,098,584.00 $703,817.00
.
Updated: 5/28/2026
Melbourne Main Street
Return to Table of Contents
For TDO use: PROJECT #IO
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
I
Office
Packet
Program
checklist
Organization:
organization
Support
Melbourne
year-round
Main
Street
programming?
II s
YES
Applicant
Event
Name:
CandLeLight
Shopping,
Harbor
Yes 1.
Completed
2.
CopyoflRSArticLesof
3.
CopyoflRSDeterminationLetter
4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
or completed
x Y
(if applicable) W-9
Income/Expense
8.
CopyoftheAppLicantchecklist
(Cultural)
/I
(March
\ X X
s
meets
the
minimum
room
nights
requirement
of 5,001
out-of-county
attendees
(Sports).
I
I
A(l aocumerits
Peter
worksheet
for all applicants)
or 250
Comment
\
(if applicable)
7.
appLication
BotanicaLFest
c N//'= 'l
- (if applicable)
2024)
This
Fest,
/1
- (if applicable)
(required
Hops
X
app(ication
Incorporation
No
City
Cranis,
NO have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Kasey Hesher
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Melbourne Main Street Organization address 2004 Vernon Pl State FL City Melbourne Zip 32901 Primary contact name Amil Córdova
Primary contact phone number 321-724-1741 Primary contact email amil@downtownmelbourne.com Secondary contact name Kasey Hesher Secondary contact phone number 321-724-1741 Secondary contact email kasey@downtownmelbourne.com Organization website address downtownmelbourne.com
6. (untitled) 4. Which best describes your organization? 501(C)(3)
7. (untitled) 5.
What is your Federal Employee ID number? 34-1977660
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event Candlelight Shopping Event website address (if different from organization website) www.downtownmelbourne.com Event location
Downtown Melbourne
10. (untitled)
What is the first date of your event?
8.
11/28/2026
11. (untitled)
In total, how many days will your event be held?
9. 4
12. (untitled) 10.
Do you have a second event?
Yes
13. (untitled) 11.
EVENT INFORMATION - #2 Name of event Harbor City Hops Fest Event website address (if different from organization website) www.downtownmelbourne.com Event location Downtown Melbourne
14. (untitled) 12. What is the first date of your event? 02/27/2027
15. (untitled) 13. 1
In total, how many days will your event be held?
16. (untitled) 14.
Do you have a third event?
Yes
17. (untitled) 15.
EVENT INFORMATION - #3 Name of event Botanical Fest Event website address (if different from organization website) www.downtownmelbourne.com Event location Downtown Melbourne - 1900 Building Parking Lot
18. (untitled) 16.
What is the first date of your event?
04/10/2027
19. (untitled) 17.
In total, how many days will your event be held?
1
20. (untitled) 18.
What types of marketing do you plan to do for this event?
Social media (Facebook, Instagram, YouTube, etc.) Other - Please be specific.....: Email Marketing, Targeted Social Media Ads, Grassroots Marketing, Posters/Flyers, Additional Signage
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 19.
What are your social media handles?
Facebook : facebook.com/melbournemainstreet Instagram : instagram.com/melbournemainstreet YouTube : NA
23. (untitled) 20.
What hashtags do you currently use?
#MelbourneMainStreet, #SpaceCoast, #DTMB, #BotanicalFest, #CandlelightShopping, #HarborCityHopsFest
24. (untitled) 21.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Kasey Hesher
25. (untitled) 22.
Upload a copy of your organization's IRS Determination letter.
Melbourne_Main_Street_IRS_Determination_Ltr-SCGrant.pdf
26. (untitled) 23.
Upload a copy of your organization's 990 form.
2024_Form_990_MMS-SCGrantApp.pdf
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled) 24.
If you are a Florida organization, please upload a copy of your SunBiz.com
account associated with your organization. MMS-SunBiz-2026.pdf
29. (untitled) 25.
Upload your completed W-9 form.
MMS-W9-Signed2026-SCGrant.pdf
30. (untitled) 26.
Upload your completed Event Income/Expense report.
MMS-MSP_Revenue_Expense_worksheet_FY26-27.pdf
31. (untitled) 27.
Upload your completed Checklist.
Signed_MSP_applicant_checklist_5.26.2026.pdf
32. (untitled) 28.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Kasey Hesher
33. Thank You!
INTERNAL REVENUE SERVICE P. 0. BOX 2508 CINCINNATI, OH 45201 Date:
MAY 2 1 2004
MELBOURNE MAIN STREET INC 1908 MUNICIPAL LN MELBOURNE, FL 32902-0754
DEPARTMENT OF THE TREASURY
Employer Identification Number: 34-1977660 DLN: 17053118051044 Contact Person: ZENIA LUK ID# 31522 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Foundation Status Classification: 509(a) (1) Advance Ruling Period Begins: Octobe:::- 31, 2003 Advance Ruling Period Ends: December 31, 2007 Addendum Applies: No
Dear Applicant: Based on information you supplied, and assuming your operations will be as stated in your application for recognition of exemption, we have determined you are exempt from federal income tax under section 50l(a) of the Internal Revenue Code as an organization described in section 50l(c) (3). Because you are a newly created organization, we are not now making a final determination of your foundation status under section 509(a) of the Code. However, we have determined that you can reasonably expect to be a publicly supported organization described in sections 509(a) (1) and 170(b) (1) (A) (vi) Accordingly, during an advance ruling period you will be treated as a publicly supported organizati�n, and not as a private foundation. This advance ruling period begins and ends on the dates shown above. Within 90 days after the end of your advance ruling period, you must send us the information needed to determine whether you have met the require ments of the applicable support test during the advance ruling period. If you establish that you :1ave been a publicly st:.pported orgar,ization, we will classi fy you as a section 509(a) (1) or 509(a) (2) organization as long as you continue to meet the requirements of the applicable support test. If you do not meet the public support requirements during the advance ruling period, we will classify you as a private foundation for future periods. Also, if we classify you as a private foundation, we will treat you as a private foundation from your beginning date for purposes of section 507(d) and 4940. Grantors and contributors may rely on our determination that you are not a private foundation until 90 days after the end of your advance ruling period. If you send us the required information within the 90 days, grantors and contributors may continue to rely on the advance determination until we make Letter 1045 (DO/CG)
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT
FILED Jan 07, 2026 Secretary of State 9091468737CC
DOCUMENT# N03000009650 Entity Name: MELBOURNE MAIN STREET, INC. Current Principal Place of Business: 2004 VERNON PLACE MELBOURNE, FL 32901
Current Mailing Address: P O BOX 754 MELBOURNE, FL 32902 US FEI Number: 34-1977660
Certificate of Status Desired: No
Name and Address of Current Registered Agent: AGEE, KIMBERLY 2004 VERNON PLACE MELBOURNE, FL 32901 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: KIMBERLY AGEE
01/07/2026 Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
PAST CHAIR
Title
DIRECTOR
Name
RUNTE, COREY
Name
CABLE, DAVID
Address
P O BOX 754
Address
PO BOX 754
City-State-Zip:
MELBOURNE FL 32902
City-State-Zip:
MELBOURNE FL 32902
Title
BOARD CHAIR
Title
DIRECTOR
Name
HARTFORD, CASSANDRA
Name
WILLIAMS, JASON
Address
PO BOX 754
Address
PO BOX 754
City-State-Zip:
MELBOURNE FL 32902
City-State-Zip:
MELBOURNE FL 32902
Title
DIRECTOR
Title
TREASURER
Name
TRAUGER, ERIN
Name
MILTON, LORY
Address
PO BOX 754
Address
PO BOX 754
City-State-Zip:
MELBOURNE FL 32902
City-State-Zip:
MELBOURNE FL 32902
Title
SECRETARY
Title
DIRECTOR
Name
WILLIAMS, JORDAN
Name
BUTLER, KAT
Address
PO BOX 754
Address
PO BOX 754
MELBOURNE FL 32902
City-State-Zip:
MELBOURNE FL 32902
City-State-Zip:
Continues on page 2
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: KIMBERLY MEEHAN AGEE Electronic Signature of Signing Officer/Director Detail
EXECUTIVE DIRECTOR
01/07/2026 Date
Officer/Director Detail Continued : Title
DIRECTOR
Title
DIRECTOR
Name
FLORES, MATTHEW
Name
HEMMENWAY, DON
Address
PO BOX 754
Address
PO BOX 754
City-State-Zip:
MELBOURNE FL 32902
City-State-Zip:
MELBOURNE FL 32902
Title
VC
Title
DIRECTOR EX-OFFICIO
Name
HILL, MIKE
Name
AGEE, KIMBERLY
Address
PO BOX 754
Address
2004 VERNON PLACE
City-State-Zip:
MELBOURNE FL 32902
City-State-Zip:
MELBOURNE FL 32901
Title
DIRECTOR
Title
DIRECTOR
Name
CLEVENS, BERNARD MEEHAN
Name
MCGOVERN, TONI MEEHAN
Address
PO BOX 754
Address
PO BOX 754
City-State-Zip:
MELBOURNE FL 32901
City-State-Zip:
MELBOURNE FL 32901
Title
EX-OFFICIO
Name
DITTMER, CYNTHIA MEEHAN
Address
PO BOX 754
City-State-Zip:
MELBOURNE FL 32901
Form
990
For the 2024 calendar year, or tax year beginning Check if applicable:
C Name of organization
Name change
Number and street (or P.O. box if mail is not delivered to street address)
Activities & Governance
G
Gross receipts
461,049 Yes X No
H(b) Are all subordinates included?
Yes
$
CASSANDRA HARTFORD PO BOX 754 MELBOURNE, FL 32902 4947(a)(1) or
527
No
If "No," attach a list. See instructions H(c) Group exemption number
L Year of formation:
2003
M State of legal domicile:
FL
Summary 1
Revenue
Telephone number
H(a) Is this a group return for subordinates?
MELBOURNE, FL 32901
X 501(c)(3) 501(c) ( ) (insert no.) Website: WWW.DOWNTOWNMELBOURNE.COM Form of organization: X Corporation Trust Association Other
Expenses
E
(321)724-1741
F Name and address of principal officer:
Tax-exempt status:
Net Assets or Fund Balances
Employer identification number
2004 VERNON PLACE
Application pending
Part I
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Amended return
K
D
34-1977660
Doing business as
Final return/terminated
J
Open to Public Inspection , 20
, 2024, and ending
MELBOURNE MAIN STREET INC
Address change
Initial return
I
2024
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public. Go to www.irs.gov/Form990 for instructions and the latest information.
Department of the Treasury Internal Revenue Service
A B
OMB No. 1545-0047
Return of Organization Exempt From Income Tax
Briefly describe the organization's mission or most significant activities:
SEE SCHEDULE O
y po
if the organization discontinued its operations or disposed of more than 25% of its net assets. 2 Check this box 3 Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . . . . . . . . . . . . 4 Number of independent voting members of the governing body (Part VI, line 1b) . . . . . . . . . . . . . . 5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) . . . . . . . . . . . . . . . . 6 Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . . . . . . . . . . . . . b Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . . . . . . . . . . . . . 8 Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . . . . . . . . . . . . 9 Program service revenue (Part VIII, line 2g) . . . . . . . . . . . . . . . . . . . . . . . 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . . . . . . . . . . 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . . . . . . . . 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) . . . . . 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . . . . . . . . . . . . . 14 Benefits paid to or for members (Part IX, column (A), line 4) . . . . . . . . . . . . . . . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) . . . . . 16a Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . . . . . . . . . . b Total fundraising expenses (Part IX, column (D), line 25) 41,232 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) . . . . . . . . . . . . . . 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) . . . . . . . . 19 Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . . . . . . . . . . .
C
3 4 5 6 7a 7b
14 14 4 0 0
Prior Year
Current Year
184,831 30,141
184,231 21,187 0 106,001 311,419 0 0 239,469 0
117,873 332,845
208,752
159,810 399,279 (87,860)
123,354 332,106 739 Beginning of Current Year
20 21 22
Part II
Total assets (Part X, line 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances. Subtract line 21 from line 20 . . . . . . . . . . . . . . . .
End of Year
104,953 19,935 85,018
46,312 49,154 (2,842)
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
KIMBERLY AGEE
Sign Here
Signature of officer
Date
KIMBERLY AGEE, EXECUTIVE DIRECTOR Type or print name and title Preparer's name
Preparer's signature
Date
Paid SHERRILL A BULLOCK CPA SHERRILL A BULLOCK CPA 11-12-2025 Preparer Firm's name BULLOCK & LESLIE TAX & ACCOUNTING Use Only Firm's address 1490 HIGHWAY A1A SUITE 302 SATELLITE BEACH FL 32937 May the IRS discuss this return with the preparer shown above? See instructions For Paperwork Reduction Act Notice, see the separate instructions. EEA
Check
if
self-employed
PTIN
P00524441
Firm's EIN Phone no.
321-752-5553
. . . . . . . . . . . . . . . . . . . . . . . . . . X Yes
No Form 990 (2024)
Form 990 (2024)
Part III 1
MELBOURNE MAIN STREET INC
34-1977660
Page 2
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III Briefly describe the organization's mission:
............................
SEE SCHEDULE O
2
3
4
4a
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
Yes
X No
Yes
X No
(Code: ) (Expenses $ ) (Revenue $ 295,522 including grants of $ 48,868 ) MELBOURNE MAIN STREET IS A 501(C)3 NON-PROFIT THAT WORKS TO BUILD PUBLIC AND PRIVATE PARTNERSHIPS TO REVITALIZE HISTORIC DOWNTOWN MELBOURNE, AN ACCREDITED MAIN STREET, PART OF THE NATIONAL TRUST FOR HISTORIC PRESERVATION. OUR MISSION IS TO FUEL ECONOMIC GROWTH BY CAPITALIZING ON THE COMMUNITY'S ASSETS AND PAYING PARTICULAR ATTENTION TO THE PHYSICAL, CULTURAL, AND SOCIAL IDENTITY OF DOWNTOWN MELBOURNE.
y po
C
4b
(Code:
) (Expenses $
including grants of
$
) (Revenue
$
)
4c
(Code:
) (Expenses $
including grants of
$
) (Revenue
$
)
4d
Other program services (Describe on Schedule O.) (Expenses $ including grants of $ Total program service expenses 295,522
4e EEA
) (Revenue $
) Form 990 (2024)
Form 990 (2024)
Part IV
MELBOURNE MAIN STREET INC
Page 3
34-1977660
Checklist of Required Schedules Yes
1 2 3 4 5 6
7 8 9
10 11 a b c d e f 12a b 13 14a b
15 16 17 18 19 20a b 21 EEA
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization required to complete Schedule B, Schedule of Contributors? See instructions ............... Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III . . . . . . . . . . . Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II . . . . . . . . . . . . . . . Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi-endowments? If "Yes," complete Schedule D, Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X . . . . . . . Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X . . . . . Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional . . . . . . . Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E . . . . . . . . . . . . . . . Did the organization maintain an office, employees, or agents outside of the United States? . . . . . . . . . . . . . . . . . . Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV . . . . . . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts II and IV. . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV . . . . . . . . . . . . . . . . . . . . Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions . . . . . . . . . . . . . . . . . Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H . . . . . . . . . . . . . . . . . . If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ............ Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II . . . . . . . . . . . . . . .
C
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1 2
No
X X
3
X
4
X
5
X
6
X
7
X
8
X
9
X
10
X
11a
X
11b
X
11c
X
11d 11e
X X
11f
X
12a
X
12b 13 14a
X X X
14b
X
15
X
16
X
17
X
18 19 20a 20b
X X X
21 X Form 990 (2024)
Form 990 (2024)
Part IV
MELBOURNE MAIN STREET INC
Page 4
34-1977660
Checklist of Required Schedules (continued) Yes
22 23
24a
b c d 25a b
26
27
28 a b c 29 30 31 32 33 34 35a b 36 37 38
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No," go to line 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . . . . . . . . . . . . Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? . . . . . . . . . . . . . Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I. . . . . . . . . . . . . . . . . . Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II . . . . . . . . . . . . . . Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If “Yes,” complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions). A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV ................. A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive more than $25,000 in noncash contributions? If "Yes," complete Schedule M . . . . . . . . . . . Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I . . . . . . . Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II .............................................. Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . . . . . . If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line . 2. . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI . . . . . . . . . Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note: All Form 990 filers are required to complete Schedule O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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C
Part V
22
X
23
X
24a 24b
X
24c 24d 25a
X
25b
X
26
X
27
X
28a 28b
X X
28c 29
X X
30 31
X X
32
X
33
X
34 35a
X X
35b 36
X
37
X
38
X
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V . . . . . . . . . . . . . . . . . . . Yes
1a b c EEA
No
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable . . . . . . . . . . . . . . . 1a 12 Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable . . . . . . . . . . . . . 1b 0 Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? .................................
No
1c X Form 990 (2024)
Form 990 (2024)
Part V 2a b 3a b 4a b 5a b c 6a b 7 a b c d e f g h 8 9 a b 10 a b 11 a b 12a b 13 a b c 14a b 15
16 17
EEA
MELBOURNE MAIN STREET INC
34-1977660
Statements Regarding Other IRS Filings and Tax Compliance (continued)
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return . . . . . . . . 2a 4 If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . . . . . . . . . . . . Did the organization have unrelated business gross income of $1,000 or more during the year?. . . . . . . . . . . . . . . . . If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation on Schedule O. . . . . . . . . . . . At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . If "Yes," enter the name of the foreign country See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . . . . . . . . . . . . . Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? . . . . . . . . . . . If "Yes" to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . . . . . . . . . . . . . If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization notify the donor of the value of the goods or services provided? . . . . . . . . . . . . . . . . . . Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," indicate the number of Forms 8282 filed during the year . . . . . . . . . . . . . . . . . . . . . 7d Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . . . . . . . . . . Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . . . If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?. . . .
y po
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? . . . . . . . . .
C
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? . . . . . . . . . . . . . . . . . . . . . Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . . . . . . . . . . . . . . . Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . . . . . . . . . . . . . Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . . . . 10a Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . . . . . . . . . . . 10b Section 501(c)(12) organizations. Enter: Gross income from members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? .......... If "Yes," enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . . . . 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . . . . . . . . . . . . . . . Note: See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . . . . . . . . . . . . . . . . . . . . . . 13b Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . . . . . . . . . . . . . . If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation on Schedule O ............ Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," see the instructions and file Form 4720, Schedule N. Is the organization an educational institution subject to the section 4968 excise tax on net investment income? . . . . . . . . . . If "Yes," complete Form 4720, Schedule O. Section 501(c)(21) organizations. Did the trust, or any disqualified or other person, engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? . . . . . . . . . . . . . . . . . . . . If "Yes," complete Form 6069.
Yes
2b 3a 3b
Page 5 No
X X
4a
X
5a 5b 5c
X X
6a
X
6b
7a 7b
X
7c
X
7e 7f 7g 7h
X X X X
8
X
9a 9b
X X
12a
13a
14a 14b
X
15
X
16
X
17 Form 990 (2024)
Form 990 (2024)
Part VI
MELBOURNE MAIN STREET INC
Page 6
34-1977660
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . . . . . . . . . . . X
Section A. Governing Body and Management Yes 1a
b 2 3 4 5 6 7a b 8 a b 9
Enter the number of voting members of the governing body at the end of the tax year . . . . . . . . . . . 1a 14 If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O. Enter the number of voting members included on line 1a, above, who are independent . . . . . . . . . . . 1b 14 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? . . . . . . . . . . . Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? . . . . . . . Did the organization become aware during the year of a significant diversion of the organization's assets? . . . . . . . . . . . . Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses on Schedule O . . . . . . . . . . . . . . . .
y po
No
2
X
3 4 5 6
X X X X
7a
X
7b
X
8a 8b
X X
9
X
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) 10a b 11a b 12a b c 13 14 15 a b 16a b
Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? . . . . . . . . . . . Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . . . Describe on Schedule O the process, if any, used by the organization to review this Form 990. Did the organization have a written conflict of interest policy? If "No," go to line 13 . . . . . . . . . . . . . . . . . . . . . . Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? . . Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done .......................................... Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a written document retention and destruction policy? . . . . . . . . . . . . . . . . . . . . . . . . . Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? The organization's CEO, Executive Director, or top management official . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions. Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
C
Yes
No
10a
X
10b 11a
X
12a 12b
X
12c 13 14
X X
15a 15b
X X
16a
X
16b
Section C. Disclosure 17 18
19 20
List the states with which a copy of this Form 990 is required to be filed Florida Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply. X Upon request Own website Another's website Other (explain on Schedule O) Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, address, and telephone number of the person who possesses the organization's books and records.
KIMBERLY AGEE (321)724-1741, 2004 VERNON PLACE, EEA
MELBOURNE, FL 32901 Form 990 (2024)
Form 990 (2024)
MELBOURNE MAIN STREET INC
Page 7
34-1977660
Part VII
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors ...................... Check if Schedule O contains a response or note to any line in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. • List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization's current key employees, if any. See the instructions for definition of "key employee." • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. • List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
X
(C) (A)
(B)
Name and title
Average hours
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
(E)
(F)
Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
Estimated amount of other compensation from the organization and related organizations
0
0
0
0
0
0
X
0
0
0
X
0
0
0
0
0
0
0
0
0
X
0
0
0
X
0
0
0
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
0
0
X
X
X
X
X X
X
X
X
X
X
Former
EEA
C X
Highest compensated employee
(1) COREY RUNTE PAST CHAIR (2) DAVID CABLE DIRECTOR (3) ALBERT LUER IMMEDIATE PAST CHAIR (4) ALEXIS MCGUIRE VICE CHAIR (5) DON HEMMENWAY DIRECTOR (6) CASSANDRA HARTFORD BOARD CHAIR (7) JOHN FRAZIER Jr. DIRECTOR (8) JASON WILLIAMS DIRECTOR (9) LORY MILTON TREASURER (10) ERIN TRAUGER DIRECTOR (11) KAT BUTLER DIRECTOR (12) MATTHEW FLORES DIRECTOR (13) MIKE HILL DIRECTOR (14) JORDAN WILLIAMS SECRETARY
Key employee
below dotted line)
Institutional trustee
related organizations
Individual trustee or director
(list any hours for
Officer
y po
per week
0 Form 990 (2024)
Form 990 (2024)
Part VII
MELBOURNE MAIN STREET INC
Page 8
34-1977660
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (C) (A)
(B)
Name and title
Average hours
Position (do not check more than one box, unless person is both an officer and a director/trustee)
per week Former
(15) KIMBERLY AGEE EXECUTIVE DIRECTOR
Highest compensated employee
below dotted line)
Key employee
related organizations
Officer
hours for
Institutional trustee
Individual trustee or director
(list any
(D)
(E)
(F)
Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
Estimated amount of other compensation from the organization and related organizations
40.00 X
0
0
0
0 0 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
0
(16) (17) (18) (19)
y po
(20) (21) (22) (23)
C
(24) (25) 1b c d 2
3 4
5
Subtotal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total from continuation sheets to Part VII, Section A .............. Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
0 Yes
Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person . . . . . . . . . . . . . . . . . .
No
3
X
4
X
5
X
Section B. Independent Contractors 1
2 EEA
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A)
(B)
(C)
Name and business address
Description of services
Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization Form 990 (2024)
Form 990 (2024)
Part VIII
MELBOURNE MAIN STREET INC Check if Schedule O contains a response or note to any line in this Part VIII (A) Total revenue
Contributions, Gifts, Grants and Other Similar Amounts
Page 9
34-1977660
Statement of Revenue
1a b c d e f g h
Federated campaigns . . . . . . . . 1a Membership dues . . . . . . . . . . 1b 17,433 Fundraising events . . . . . . . . . 1c Related organizations . . . . . . . . 1d Government grants (contributions) . . 1e 156,550 All other contributions, gifts, grants, and similar amounts not included above 1f 10,248 Noncash contributions included in lines 1a-1f . . . . . . . . . . . . . 1g $ Total. Add lines 1a-1f . . . . . . . . . . . . . . . . . . .
...................... (B)
(C)
(D)
Related or exempt function revenue
Unrelated business revenue
Revenue excluded from tax under sections 512–514
184,231
Program Service Revenue
Business Code
2a DOWNTOWN DIRECTORY 561499 b WAYFINDING SIGNS 561499 c d e f All other program service revenue . . . . . . g Total. Add lines 2a-2f . . . . . . . . . . . . . . . . . . . . 3 4 5
(i) Real
Other Revenue Miscellanous Revenue
20,632 555
y po
Investment income (including dividends, interest, and other similar amounts) . . . . . . . . . . . . . . . . . . . . Income from investment of tax-exempt bond proceeds .... Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) Personal
6a Gross rents . . . . . . 6a b Less: rental expenses . . 6b c Rental income or (loss) 6c d Net rental income or (loss) . . . . . . . . . . . . . . . . . .
EEA
20,632 555
21,187
C
(i) Securities (ii) Other 7a Gross amount from sales of assets other than inventory . . 7a b Less: cost or other basis and sales expenses . . 7b c Gain or (loss) . . . . . 7c d Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . 8a Gross income from fundraising events (not including $ of contributions reported on line 8a 1c). See Part IV, line 18 . . . . . . . . 255,631 b Less: direct expenses . . . . . . . . . 8b 149,630 c Net income or (loss) from fundraising events . . . . . . . . . 9a Gross income from gaming 9a activities. See Part IV, line 19 . . . . . . b Less: direct expenses . . . . . . . . . 9b c Net income or (loss) from gaming activities . . . . . . . . . .
10a Gross sales of inventory, less returns and allowances . . . . . . . . . 10a b Less: cost of goods sold . . . . . . . . 10b c Net income or (loss) from sales of inventory . . . . . . . . . . Business Code 11a b c d All other revenue . . . . . . . . . . . . . . e Total. Add lines 11a-11d . . . . . . . . . . . . . . . . . . 12 Total revenue. See instructions . . . . . . . . . . . . . . .
106,001
311,419
106,001
21,187
0
106,001 Form 990 (2024)
Form 990 (2024)
Part IX
MELBOURNE MAIN STREET INC
34-1977660
Page 10
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . . . . . . . . . . . . . Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ... 2 Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . . . . . . . . . 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 . . . . 4 Benefits paid to or for members . . . . . . . . . . . . 5 Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . . . . 6 Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . . . . . 7 Other salaries and wages . . . . . . . . . . . . . . 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .. 9 Other employee benefits . . . . . . . . . . . . . . . 10 Payroll taxes . . . . . . . . . . . . . . . . . . . . . 11 Fees for services (nonemployees): a Management . . . . . . . . . . . . . . . . . . . . . b Legal. . . . . . . . . . . . . . . . . . . . . . . . . c Accounting . . . . . . . . . . . . . . . . . . . . . . d Lobbying . . . . . . . . . . . . . . . . . . . . . . . e Professional fundraising services. See Part IV, line 17. . f Investment management fees . . . . . . . . . . . . . g Other. (If line 11g amount exceeds 10% of line 25, column (A), amount, list line 11g expenses on Schedule O.) . . 12 Advertising and promotion . . . . . . . . . . . . . . 13 Office expenses . . . . . . . . . . . . . . . . . . . 14 Information technology . . . . . . . . . . . . . . . . 15 Royalties . . . . . . . . . . . . . . . . . . . . . . . 16 Occupancy . . . . . . . . . . . . . . . . . . . . . . 17 Travel . . . . . . . . . . . . . . . . . . . . . . . . 18 Payments of travel or entertainment expenses for any federal, state, or local public officials ..... 19 Conferences, conventions, and meetings . . . . . . . 20 Interest . . . . . . . . . . . . . . . . . . . . . . . . 21 Payments to affiliates . . . . . . . . . . . . . . . . . 22 Depreciation, depletion, and amortization . . . . . . . 23 Insurance . . . . . . . . . . . . . . . . . . . . . . 24 Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule O.) a HOLIDAY LIGHTING AND TREE b BANK AND CREDIT CARD FEES c LICENSES AND TAXES d TELEPHONE AND INTERNET e All other expenses 25 Total functional expenses. Add lines 1 through 24e. . 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720) . . . . . . . . . . EEA
(A) Total expenses
(B) Program service expenses
222,384
(C) Management and general expenses
177,908
y po
17,085
13,667
26,948
C
(D) Fundraising expenses
22,238
22,238
1,709
1,709
26,948
2,667 47,174 4,961 535
2,133 37,739 3,521 427
219
12,562 5,800
10,050
1,256 5,800
1,256
838
670
84
84
2,311
2,311
30,937 6,390 9,762 2,708 6,217 399,279
30,937 5,112 3,904 2,166 4,977 295,522
2,929 271 297 62,525
1,278 2,929 271 943 41,232
720 54
315 9,435 720 54
Form 990 (2024)
Form 990 (2024)
Part X
MELBOURNE MAIN STREET INC
34-1977660
Check if Schedule O contains a response or note to any line in this Part X
........................ (A) Beginning of year
1 2 3 4 5
Liabilities
Assets
6 7 8 9 10a b 11 12 13 14 15 16 17 18 19 20 21 22
23 24 25
Net Assets or Fund Balances
26
EEA
Page 11
Balance Sheet
Cash - non-interest-bearing . . . . . . . . . . . . . . . . . . . . . . . . . . Savings and temporary cash investments . . . . . . . . . . . . . . . . . . . . Pledges and grants receivable, net . . . . . . . . . . . . . . . . . . . . . . . Accounts receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons ........... Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) . . . . Notes and loans receivable, net . . . . . . . . . . . . . . . . . . . . . . . . Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . . . . . . Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D . . . . . . 10a 3,784 Less: accumulated depreciation . . . . . . . . . . 10b 3,784 Investments - publicly traded securities . . . . . . . . . . . . . . . . . . . . . Investments - other securities. See Part IV, line 11 . . . . . . . . . . . . . . . Investments - program-related. See Part IV, line 11 . . . . . . . . . . . . . . . Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other assets. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . Total assets. Add lines 1 through 15 (must equal line 33) . . . . . . . . . . . . Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . Escrow or custodial account liability. Complete Part IV of Schedule D . . . . . . Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons ........... Secured mortgages and notes payable to unrelated third parties . . . . . . . . Unsecured notes and loans payable to unrelated third parties . . . . . . . . . . Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities. Add lines 17 through 25 . . . . . . . . . . . . . . . . . . . . X Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
y po
C
27 28
Net assets without donor restrictions . . . . . . . . . . . . . . . . . . . . . . Net assets with donor restrictions . . . . . . . . . . . . . . . . . . . . . . . Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29 30 31 32 33
Capital stock or trust principal, or current funds . . . . . . . . . . . . . . . . . Paid-in or capital surplus, or land, building, or equipment fund ......... Retained earnings, endowment, accumulated income, or other funds ...... Total net assets or fund balances . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities and net assets/fund balances . . . . . . . . . . . . . . . . . .
35,219
68,412
(B) End of year 1 2 3 4
5,624
39,633
5
267
1,055 104,953 10,720 9,215
6 7 8 9
10c 11 12 13 14 15 16 17 18 19 20 21
1,055 46,312 40,579 8,575
22 23 24
19,935
25 26
49,154
76,642 8,376
27 28
(11,218) 8,376
85,018 104,953
29 30 31 32 33
(2,842) 46,312 Form 990 (2024)
Form 990 (2024)
Part XI
MELBOURNE MAIN STREET INC
Check if Schedule O contains a response or note to any line in this Part XI 1 2 3 4 5 6 7 8 9 10
......................
Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) . . . . . . . . . . . . . Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other changes in net assets or fund balances (explain on Schedule O) . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII
Page 12
34-1977660
Reconciliation of Net Assets 1 2 3 4 5 6 7 8 9
311,419 399,279 (87,860) 85,018
10
(2,842)
Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII
....................... Yes
1
2a
b
c
3a b EEA
X Accrual Accounting method used to prepare the Form 990: Cash Other If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . . . . If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both. X Separate basis Consolidated basis Both consolidated and separate basis Were the organization's financial statements audited by an independent accountant? . . . . . . . . . . . . . . . . . . . . . If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both. Separate basis Consolidated basis Both consolidated and separate basis If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? . . . . . . . . . . . . If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O. As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits . . . . . . . . . . .
C
y po
2a
No
X
2b
X
2c
X
3a
X
3b Form 990 (2024)
SCHEDULE A (Form 990)
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
2024
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Department of the Treasury Internal Revenue Service Name of the organization
Employer identification number
MELBOURNE MAIN STREET INC
Part I
OMB No. 1545-0047
Public Charity Status and Public Support
34-1977660
Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: X An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross 10 receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of 12 one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving a the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having b control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, c its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) d that is not functionally integrated. The organization must generally satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III e functionally integrated, or Type III non-functionally integrated supporting organization. f Enter the number of supported organizations ....................................... g Provide the following information about the supported organization(s).
y po
C
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1-10 above (see instructions))
(iv) Is the organization listed in your governing document?
Yes
(v) Amount of monetary support (see instructions)
(vi) Amount of other support (see instructions)
No
(A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
MELBOURNE MAIN STREET INC
34-1977660
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . . . . 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . 3 The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . 4 Total. Add lines 1 through 3 . . . . . 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . . . 6 Public support. Subtract line 5 from line 4.
(a) 2020
(b) 2021
(c) 2022
y po
Section B. Total Support
(d) 2023
(e) 2024
(f) Total
0
Calendar year (or fiscal year beginning in) (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total 7 Amounts from line 4 . . . . . . . . . . 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . . . . . . . . . . 9 Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . . 10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . 11 Total support. Add lines 7 through 10 12 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . . . 12 13 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
C
Section C. Computation of Public Support Percentage 14 15 16a
Public support percentage for 2024 (line 6, column (f), divided by line 11, column (f)) . . . . . . 14 % Public support percentage from 2023 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . 15 % 33 1/3% support test - 2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . b 33 1/3% support test - 2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . 17a 10%-facts-and-circumstances test - 2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 10%-facts-and-circumstances test - 2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EEA
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
MELBOURNE MAIN STREET INC
34-1977660
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.")
2
3
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose . . . . Gross receipts from activities that are not an unrelated trade or business under section 513
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . 5 The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . 6 Total. Add lines 1 through 5 . . . . . 7a Amounts included on lines 1, 2, and 3 received from disqualified persons . . b Amounts included on lines 2 and 3
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
135,988
110,910
132,396
214,972
205,418
799,684
50,485
372,799
329,057
338,423
255,631
1,346,395
186,473
483,709
461,453
553,395
461,049
2,146,079
0
0
0
4
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received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year
c 8
Add lines 7a and 7b . . . . . . . . . . Public support. (Subtract line 7c from line 6.) . . . . . . . . . . . . . . . . .
Section B. Total Support Calendar year (or fiscal year beginning in) 9 Amounts from line 6 . . . . . . . . . . 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources .
b
c 11
12
13 14
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . . Add lines 10a and 10b . . . . . . . . . Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on
0
0
C
(a) 2020 186,473
(b) 2021 483,709
0
(c) 2022 461,453
2,146,079 (d) 2023 553,395
(e) 2024 461,049
(f) Total 2,146,079
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . Total support. (Add lines 9, 10c, 11, and 12.) . . . . . . . . . . . . . . . . 186,473 483,709 461,453 553,395 461,049 2,146,079 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) ........................................... organization, check this box and stop here
Section C. Computation of Public Support Percentage 15 16
Public support percentage for 2024 (line 8, column (f), divided by line 13, column (f)) . . . . . . . Public support percentage from 2023 Schedule A, Part III, line 15 . . . . . . . . . . . . . . . . .
15 16
100.00 % 100.00 %
Section D. Computation of Investment Income Percentage 17 18 19a
Investment income percentage for 2024 (line 10c, column (f), divided by line 13, column (f)) . . . 17 0% Investment income percentage from 2023 Schedule A, Part III, line 17 . . . . . . . . . . . . . . . 18 0% 33 1/3% support tests - 2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization X
b
33 1/3% support tests - 2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . .
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . .
EEA
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
MELBOURNE MAIN STREET INC
Page 4
34-1977660
Part IV
Supporting Organizations (Complete only if you checked a box on line 12 of Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes 1
2
3a b
c 4a b
c
5a
b c 6
7
8 9a
b c 10a
b EEA
Are all of the organization's supported organizations listed by name in the organization's governing documents? If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below. Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination. Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes," and if you checked 12a or 12b in Part I, answer lines 4b and 4c below. Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If "Yes," describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? Substitutions only. Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes," provide detail in Part VI. Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If "Yes," complete Part I of Schedule L (Form 990). Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If "Yes," complete Part I of Schedule L (Form 990). Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If "Yes," provide detail in Part VI. Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes," provide detail in Part VI. Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes," provide detail in Part VI. Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes," answer line 10b below. Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.)
C
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No
1
2 3a
3b 3c 4a
4b
4c
5a 5b 5c
6
7 8
9a 9b 9c
10a 10b
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part IV
MELBOURNE MAIN STREET INC
Page 5
34-1977660
Supporting Organizations (continued) Yes No
11 a b c
Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization? A family member of a person described on line 11a above? A 35% controlled entity of a person described on line 11a or 11b above? If "Yes" to line 11a, 11b, or 11c, provide detail in Part VI.
11a 11b 11c
Section B. Type I Supporting Organizations Yes No 1
Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, directors, or trustees at all times during the tax year? If "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.
2
Section C. Type II Supporting Organizations 1
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Section D. All Type III Supporting Organizations 1
2
3
Yes No
Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If "No," describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1 Yes No
C
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided?
1 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). 2 By reason of the relationship described on line 2, above, did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization's supported organizations played in this regard. 3
Section E. Type III Functionally Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). 2 Activities Test. Answer lines 2a and 2b below. Yes No a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described on line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. 2b 3 Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If "Yes" or "No," provide details in Part VI. 3a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard. 3b EEA
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part V
MELBOURNE MAIN STREET INC
34-1977660
Page 6
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A - Adjusted Net Income (A) Prior Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3. 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) 8 (B) Current Year Section B - Minimum Asset Amount (A) Prior Year (optional) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities 1a b Average monthly cash balances 1b c Fair market value of other non-exempt-use assets 1c d Total (add lines 1a, 1b, and 1c) 1d e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquisition indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d. 3 4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by 0.035. 6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8 Section C - Distributable Amount 1 2 3 4 5 6 7 EEA
C
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Current Year
Adjusted net income for prior year (from Section A, line 8, column A) 1 Enter 0.85 of line 1. 2 Minimum asset amount for prior year (from Section B, line 8, column A) 3 Enter greater of line 2 or line 3. 4 Income tax imposed in prior year 5 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions). 6 Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part V
MELBOURNE MAIN STREET INC
34-1977660
Section D - Distributions 1 2 3 4 5 6 7 8 9 10
Current Year
Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) Other distributions (describe in Part VI). See instructions. Total annual distributions. Add lines 1 through 6. Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. Distributable amount for 2024 from Section C, line 6 Line 8 amount divided by line 9 amount (i) Excess Distributions
Section E - Distribution Allocations (see instructions) 1 2
3 a b c d e f g h i j 4 a b c 5
6
7 8 a b c d e EEA
Page 7
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Distributable amount for 2024 from Section C, line 6 Underdistributions, if any, for years prior to 2024 (reasonable cause required - explain in Part VI). See instructions. Excess distributions carryover, if any, to 2024 From 2019 . . . . . . . . From 2020 . . . . . . . . From 2021 . . . . . . . . From 2022 . . . . . . . . From 2023 . . . . . . . . Total of lines 3a through 3e Applied to underdistributions of prior years Applied to 2024 distributable amount Carryover from 2019 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and 3i from line 3f. Distributions for 2024 from Section D, line 7: $ Applied to underdistributions of prior years Applied to 2024 distributable amount Remainder. Subtract lines 4a and 4b from line 4. Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. Excess distributions carryover to 2025. Add lines 3j and 4c. Breakdown of line 7: Excess from 2020 . . . . Excess from 2021 . . . . Excess from 2022 . . . . Excess from 2023 . . . . Excess from 2024 . . . .
1 2 3 4 5 6 7 8 9 10
(ii) Underdistributions Pre-2024
(iii) Distributable Amount for 2024
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C
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part VI
MELBOURNE MAIN STREET INC
34-1977660
Page 8
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
y po
C EEA
Schedule A (Form 990) 2024
SCHEDULE D (Form 990) (Rev. December 2024) Department of the Treasury Internal Revenue Service Name of the organization
Supplemental Financial Statements Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Employer identification number
MELBOURNE MAIN STREET INC 34-1977660 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered "Yes" on Form 990, Part IV, line 6. (a) Donor advised funds
(b) Funds and other accounts
Total number at end of year . . . . . . . . . . . . . . Aggregate value of contributions to (during year) . . . . Aggregate value of grants from (during year) . . . . . Aggregate value at end of year . . . . . . . . . . . . Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? . . . . . . . . . . . . . . . . Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 2 3 4 5 6
Part II
Yes
No
Yes
No
Conservation Easements Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
2 a b c d 3 4 5 6 7 8 9
Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (for example, recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . 2b Number of conservation easements on a certified historic structure included on line 2a ........ 2c Number of conservation easements included on line 2c acquired after July 25, 2006, and not on a historic structure listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . 2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year ...................................... Number of states where property subject to conservation easement is located ................. Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ Does each conservation easement reported on line 2d above satisfy the requirements of section 170(h)(4)(B) (i) and section 170(h)(4)(B)(ii)? ............................................ Yes No In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.
Part III
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C
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items. (i) Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ (ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items. a Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ b Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) (Rev. 12-2024) EEA
Schedule D (Form 990) (Rev. 12-2024) MELBOURNE
Part III 3 a b c 4 5
b c d e f 2a b
f g 2 a b c 3a
b 4
No
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(b) Prior year
(c) Two years back
(d) Three years back
Beginning of year balance . . . . . . Contributions . . . . . . . . . . . . . Net investment earnings, gains, and losses . . . . . . . . . . . . . . Grants or scholarships . . . . . . . . Other expenditures for facilities and programs . . . . . . . . . . . . . . . Administrative expenses . . . . . . . End of year balance . . . . . . . . . Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: Board designated or quasi-endowment % Permanent endowment % Term endowment % The percentages on lines 2a, 2b, and 2c should equal 100%. Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) Unrelated organizations? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) Related organizations? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R?. . . . . . . . . . . . . . . . . . . . Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
No
No
Endowment Funds Complete if the organization answered "Yes" on Form 990, Part IV, line 10. (a) Current year
d e
Yes
Escrow and Custodial Arrangements Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes If "Yes," explain the arrangement in Part XIII and complete the following table. Amount Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c Additions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1d Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1e Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? . . . . . . . . Yes If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII . . . . . . . . . . . . . .
Part V
1a b c
Page 2
34-1977660
Using the organization's acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply). Public exhibition d Loan or exchange program Scholarly research e Other Preservation for future generations Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? . . . . . . . . . . .
Part IV
1a
MAIN STREET INC
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
(e) Four years back
C
Yes
No
3a(i) 3a(ii) 3b
Land, Buildings, and Equipment Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property
(a) Cost or other basis
(b) Cost or other basis
(c) Accumulated
(investment)
(other)
depreciation
(d) Book value
1a Land . . . . . . . . . . . . . . . . . . . b Buildings . . . . . . . . . . . . . . . . . c Leasehold improvements . . . . . . . . . d Equipment . . . . . . . . . . . . . . . . 3,784 3,784 e Other . . . . . . . . . . . . . . . . . . . Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, line 10c, column (B)) . . . . . . . . . . . . . . EEA
Schedule D (Form 990) (Rev. 12-2024)
Schedule D (Form 990) (Rev. 12-2024)
Part VII
MELBOURNE MAIN STREET INC
34-1977660
Page 3
Investments - Other Securities Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security)
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Closely held equity interests . . . . . . . . . . . . . . . . . . . . . . (3) Other (A) (B) (C) (D) (E) (F) (G) (H) Total. (Column (b) must equal Form 990, Part X, line 12, col. (B)) . . . . . .
Part VIII
Investments - Program Related Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 13, col. (B)) . . . . . .
Part IX
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C
Other Assets Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description
(b) Book value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 15, col. (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part X
1.
Other Liabilities Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description of liability
(b) Book value
(1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 25, col. (B)). .
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII . . . . . EEA
Schedule D (Form 990) (Rev. 12-2024)
Schedule D (Form 990) (Rev. 12-2024) MELBOURNE
MAIN STREET INC
34-1977660
Page 4
Part XI
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. Total revenue, gains, and other support per audited financial statements . . . . . . . . . . . . . . . . . . . . 1
1 2 a b c d e 3 4 a b c 5
Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains (losses) on investments. . . . . . . . . . . . . . . . . . 2a Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . 2b Recoveries of prior year grants . . . . . . . . . . . . . . . . . . . . . . . . 2c Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . 2d Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part VIII, line 12, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . 4a Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . 4b Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) . . . . . . . . . . . . . . .
2e 3
4c 5
Part XII
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. Total expenses and losses per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . 1
1 2 a b c d e 3 4 a b c 5
Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . 2a Prior year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b Other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . 2d Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . . 4a Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . 4b Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) . . . . . . . . . . . . . . .
Part XIII
Supplemental Information
C
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2e 3
4c 5
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
EEA
Schedule D (Form 990) (Rev. 12-2024)
Schedule D (Form 990) (Rev. 12-2024) MELBOURNE
Part XIII
MAIN STREET INC
34-1977660
Page 5
Supplemental Information (continued)
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C EEA
Schedule D (Form 990) (Rev. 12-2024)
SCHEDULE G (Form 990) (Rev. December 2024) Department of the Treasury Internal Revenue Service
Supplemental Information Regarding Fundraising or Gaming Activities Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19; or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Name of the organization
1 a b c d 2a b
34-1977660
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part. Indicate whether the organization raised funds through any of the following activities. Check all that apply. Mail solicitations e Solicitation of nongovernment grants Internet and email solicitations f Solicitation of government grants Phone solicitations g Special fundraising events In-person solicitations Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.
(i) Name and address of individual or entity (fundraiser)
(ii) Activity
(iii) Did fundraiser have custody or control of contributions?
Yes
3 4
7 8 9 10
(v) Amount paid to (or retained by) fundraiser listed in col. (i)
No
(vi) Amount paid to (or retained by) organization
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2
6
(iv) Gross receipts from activity
Yes
No
1
5
Open to Public Inspection
Employer identification number
MELBOURNE MAIN STREET INC
Part I
OMB No. 1545-0047
C
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA
Schedule G (Form 990) (Rev. 12-2024)
MELBOURNE MAIN STREET INC 34-1977660 Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Schedule G (Form 990) (Rev. 12-2024)
Part II
(a) Event #1
(b) Event #2
FOOD AND WIN
Direct Expenses
Revenue
(event type)
(event type)
(total number)
207,278
30,755
17,598
255,631
2 3
Less: Contributions . . . . . Gross income (line 1 minus line 2) . . . . . . . . .
207,278
30,755
17,598
255,631
16,067
758
.........
4
Cash prizes
5
Noncash prizes
6
Rent/facility costs . . . . . . .
7
Food and beverages . . . . .
8
Entertainment
9
Other direct expenses
10 11
Direct expense summary. Add lines 4 through 9 in column (d) Net income summary. Subtract line 10 from line 3, column (d)
.......
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........ ....
114,348
16,825
11,860
6,597
132,805
....................... .......................
149,630 106,001
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
C
(b) Pull tabs/instant bingo/progressive bingo
(d) Total gaming (add col. (a) through col. (c))
(c) Other gaming
1
Gross revenue . . . . . . . .
2
Cash prizes
3
Noncash prizes
.......
4
Rent/facility costs
......
5
Other direct expenses
6
Volunteer labor
7
Direct expense summary. Add lines 2 through 5 in column (d)
8
Net gaming income summary. Subtract line 7 from line 1, column (d) . . . . . . . . . . . . . . . . . . . .
.........
....
.......
Yes No
%
Yes No
%
Yes No
%
.......................
9 a b
Enter the state(s) in which the organization conducts gaming activities: Is the organization licensed to conduct gaming activities in each of these states? If "No," explain:
10a b
Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year? If "Yes," explain:
EEA
(d) Total events (add col. (a) through col. (c))
Gross receipts . . . . . . . .
(a) Bingo
Revenue
1
1
Part III
Direct Expenses
(c) Other events
BOTANICAL FE
Page 2
.....................
Yes
No
.........
Yes
No
Schedule G (Form 990) (Rev. 12-2024)
SCHEDULE O (Form 990)
Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.
OMB No. 1545-0047
(Rev. December 2024) Department of the Treasury Internal Revenue Service
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Name of the organization
Employer identification number
MELBOURNE MAIN STREET INC 01. Form 990 governing body review (Part VI, line 11) NO REVIEW WAS OR WILL BE CONDUCTED
34-1977660
02. Governing documents, etc., available to public (Part VI, line 19) COPIES ARE AVAILABLE IN THE ADMINISTRATIVE OFFICE FOR REVIEW DURING NORMAL BUSINESS HOURS WITH APPROPRIATE ADVANCE NOTICE 03. General explanation attachment FORM 990 - ORGANIZATION'S MISSION OR MOST SIGNIFICAN ACTIVITIES MELBOURNE MAIN STREET IS RESPONSIBLE FOR THE REVITALIZATION EFFORTS IN HISTORIC DOWNTOWN MELBOURNE THROUGH THE 4-POINT APPROACH. THIS INCLUDES, BUT IS NOT LIMITED TO, HOSTING LARGE SCALE EVENTS, BUSINESS DEVELOPMENT, AND ADVOCACY ON BEHALF OF DOWNTOWN; CARRYING OUT THE MELBOURNE MURAL PROJECT, ADDRESSING ISSUES SUCH AS CHRONIC HOMELESSNESS, PARKING MANAGEMENT, AND OTHERS; WORKING TO IMPROVE DOWNTOWN THROUGH DESIGN AND AESTHETICS AND WORKING TO INFORM THE PUBLIC ON ALL THINGS DOWNTOWN, AND WORKING WITH THE BUSISNESSES TO BUILD A VIBRANT DOWNTOWN DISRICT.
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C
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA
Schedule O (Form 990) (Rev. 12-2024)
* Item is included in UBIA for Section 199A calculations. See "UBIA" in lower right corner.
Depreciation Detail Listing
2024
Management & General
PAGE 1
(This page is not filed with the return. It is for your records only.)
Name(s) as shown on return
Social security number/EIN
MELBOURNE MAIN STREET INC No.
1
Description
34-1977660 Date
FURNITURE AND EQUIPME 07-31-2015
Basis
Business
Adjustment
percentage
Cost
Section
3,785
Bonus
y po
100.00
179
depreciation
Depreciable Basis
Life
3,785 7
Method
Rate
0
Prior
Current
Accumulated
AMT
Depreciation
Depreciation
Depreciation
Current
3,785
3,785
C Totals Land Amount Net Depreciable Cost
3,785 3,785
3,785
3,785 CY 179 and CY Bonus TOTAL CY Depr including 179/bonus
3,785 ST ADJ:
,"._
Request for Taxpayer ldentification Number and Certification co to wwwirs.govtFonnwg ,or inslructions and tlre latost in ormation.
w-g
(R€v. March 2024)
D€partm€nt of the Treasury lnlemal Reverue Seruie
I cive rorm to *re I requester. Do not send to rhe IRS' I
Bolor6 you lregin, For guidance rolated to the purpose of Form W-9, s@ Purpose ol Form, below
l
Name of €ntity/individual. An enlry is requir€d. (Fo. a sole propri€tor s disrsgErdsd sntity. ent€. ths owner's nams on lin6l, and ontd th6 businesddi$€garded sntity's nam6 on lin6 2.)
Melbourne Main Street
2 aush€ss nan'€r'dis.egrd6d eitity nam€. il difisenl from abo,,€ 3a Check th6 approprials box for hderal ta( classincatbn of lh6 6ntity/idivdual whos€ ,Eme b er(6r€d on lin€ 1- ClEck only onc of th6 lolbwir€ seven boxes.
E lndividuavsole propri€tor ! C corporation ! S corporation ! Partnsship E Trusvestals f] LLC. Enl6r th6 tax classification (C = C colporation, S = S corporatjon, P = Partn€rshlp) iaotc Ch6ck th€ "LIC" box abov6 ad, in th5 entry speo, onld tho apfopiato coae (C, S, or p) tor trre ta;classification ol the LLC. unl€ss it is a disreoard€d 6ntity. A disr6gddod entty should instoad ch€ck th€ appropriato box for lhe lax clasitication ol its owns.
OE -eg
il Eromptions (codes apply only to c6rtain 6ntiti6s, not indMdualsl s€e instnrctiorc on page 3): Exompt payoe code (if any)
Exemplion lrom Foreign Accounl Tar Complianc€ Acl (FATCA) ropoding
E c,thtr (s€e instuctjons) Nonprofit corporataon exempt under IRS code 501(c)3 & lf on line 3a you ch6ck6d "PartrBrst p" or "Trusy6slal6," or ch6ck6d 'LLC" and ent6r€d "P- as its lar classfication,
(Agtpli$ to eccounts naintained o./tsde tts Urrlsd StatssJ
and you ar€ p.oviding llis lorm lo a partrErship, nu$ or estate an which you havs an own€rship ints€sl choc* this box il you have any lo.sign part.E.s, owlr6rs, d b€nolician€s- S€e instructions
a t
5 Addr€ss (numb€a, sreet. and apt or sult6 m.). Ss lnsmlclions.
B€aueste.'s mme and addr€ss (optional)
2004 Vernon Pl
6 City, s1ale, and ZIP code Melbourne, FL 32901
7 Ust accounl numb€r(s) h6re (optionaD Part I
T
ldentitication Number
Enter your TIN in the appropriato box. The T'lN govided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social s€curity number (SSN). Howev6r, tor a residonl alion, sol6 propri6tor, or disegard€d entity, s€€ th6 inshuctions tor Part l, lat6r For other enlities, it is your 6mploy6r id€ntification number (ElN). ll you do not have a numbe., see How to geta I,N, lat6r.
Noto: It tho account is in moro than one name, ses th6 instruciions for line 1. S€e also What Name and Numbet To Give the Requesler for guidelines on whose numb€r lo onlor.
Patt ll
Socialsecurity numbet
or
IIII
Employer id6htifi cail0Ir number 3
4
1
;Ft,FFT;
Certification
Under ponalties of perjury, I cortity that:
l. The number shown on this form is my coroct taxpayor identificalaon numb€r (or I am waiting to, a number to be issued to rn€); and 2. I am not subject to backup wilhholding b€cause (a) I am oxempt from backup withholding, or (b) I have not b€€n notified by tho lntemal Revenu€ Service (lRS) that I am subiecl to backup withholding as a result of a lailure to report all interosl or dividends, or (c) tho IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. p€rson (dofin€d b€low); and 4. The FATCA code(s) sntersd on this form (f any) indicating that I am exempt from FATCA roporling is corroct.
Cerdlication inafudions, You must cross out itom 2 above lf you have been notjfi€d by the IFS that you are currently subjoct to backup withholding bocauso you have fajled to roport all interest and divid€nds on your tax r€tum. For real ostate transactions, it€m 2 do€s hot apply. For rnortgage interest paid, acquisition or abandonm€nt ol socurod prop€rty, cancollation of dobt, contributions to an individual rotirsrnont arrango.rEnt (R4, and. generally, payrnonts oth€r than i6te.est and divid6nds. you are not required to the certification, bd you must provid€ r con€ct TlN. S€e th6 instrucliors for Pait ll, later
Sign Here
Sgnalure ol
xjCS,.A-.. *
General lnstructions Section references are to the lnternal Revenue Code unloss otherwise not€d. Futuro dovelopments. For the latest information aboul developments related to Form W-9 and its instructions, such as l€gislation onacied after ihoy woro publish€d, go lo www.its.govlFormw-
What's New Lino 3a has been moditied to clarify how a disregarded sntity completes this line. An LLC that is a disr€gard€d entity should ch6ck th6 appropriat€ box lor the ta.x classifcation of its ownsr. Otherwise, it should checkthe "LLC" box and enter its appropriat€ tax classification. Cat. No. 10231X
oate
e e
New lino 3b has b€€n add€d to this form. A flow-through entity is required to completo lhis line to indicate that it has diroct or indirect foreign partners, owners, or benefciarjes when il provides the Form w-9 to another flow-lhrough entity in which it has an ownership interest. This chango is intended to provide a flow{hrough entity with information regarding tho stalus of its indirect foreign partnors, ownels, or beneficiarios, so thal it can satisfy any applicabl6 reporting requtem€nts. For example, a partnership that has any indirect foroign partngrs may be rgqulred to complote Schedules K-2 and K-3. Se€ the Parlnership lnstructions for Schedules K-2 and K-3 (Form 1065).
Purpose of Form An individual or entity (Form w-9 requester) who is required to file an information roturn with the IRS is giving you this form because they Folm W-9 (Fev. 3'2024)
Marketing Support Program FY 2026-2027 Event Income/Expense Report 2026-2027 projection
2025-2026 actuals
Difference
Salary/Wages and Payroll Tax
$27,500.00
$21,556.00
$5,944.00
Ticket Sales
$5,500.00
$4,750.00
$750.00
Contractors
$12,000.00
$4,247.00
$7,753.00
Vendor Fees
$20,000.00
$12,955.00
$7,045.00
Security Services
$2,000.00
$1,287.60
$712.40
Processing Fees
$2,000.00
$425.25
$1,574.75
In-Kind Professional Svc
$2,500.00
$2,400.00
$100.00
Expenses
$0.00
Income
2026-2027 projection
2025-2026 actuals
Difference
$0.00
$0.00
$0.00
$0.00
$0.00 $27,090.60 $14,409.40
$0.00
$41,500.00
Supplies
$7,000.00
$4,457.05
$2,542.95
Food and refreshments
$1,500.00
$712.91
$787.09
Telephone and Internet
$0.00
$0.00
$0.00
Subtotal
$0.00
Other Expenses
Postage and Shipping
$0.00
$0.00
$0.00
$0.00
Equipment Rental
$13,500.00
$4,264.25
$9,235.75
Printing and Copying
$0.00 Subtotal Income Income Sponsors
$30,000.00
$20,530.25
$0.00 $9,469.75
Sponsorships
$110,000.00
$38,100.00
$71,900.00
$0.00 $81,369.75
$6,000.00
$3,108.67
$2,891.33
Venue Rental
$500.00
$300.00
$200.00
Income Other
Meals
$150.00
$4.62
$145.38
TDC grant funding
$12,500.00
$12,500.00
Hotel and Lodging
$2,500.00
$0.00
$2,500.00
Total Income
$152,500.00
$71,130.25
Taxes, Permits & Fees
$8,000.00
$710.00
$7,290.00
In-Kind Pro Services
$2,500.00
$2,400.00
$100.00
Total Expenses Paid
$98,150.00
$52,373.76 $45,776.24
$0.00
$0.00
Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$41,650.00
$15,957.50
$0.00 $25,692.50
Profit/Loss
$54,350.00
$18,756.49
Advertising Expenses - Brevard
$10,500.00
$6,527.96
$3,972.04
Out of County (30% estimate)
$4,500.00
$2,797.70
$1,702.30
In-Kind Goods
$35,593.51
$0.00 $0.00 $0.00 $0.00 $0.00 Subtotal Marketing Expenses
$15,000.00
$9,325.66
$5,674.34
Total Expenses 2026-2027
$98,150.00
$52,373.76
$45,776.24
.
Updated: 6/19/2026
US Space Walk of Fame/American Space Museum
Return to Table of Contents
For TDO use: PROJECT #11
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is tris
Office
Packet
Ia l_l
Program
checklist
Organization:
oagariization
Support
US Space
year-round
Walk
of Fame
Foundation,
Inc.
programming?
NO
Applicant
Event
Name:
1.
Completed
2.
Copy
No
Yes
of IRS ArticLes
Incorporation
Comment
X
application
/'
of
N/F r
- (if applicable)
41
3.
CopyoflRSDeterminationLetter
X
- (if appLicabLe) 4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of compLeted
6.
(if appLicable)
(if applicable) W-9
X "X
(March
2024) t
7.
Income/Expense (required
8.
This
or 250
meets
the
minimum
room
nights
requirement
oT 5,001
out-of-county
attendees
(Sports).
I
L
All 6ocumerits
Peter
X
CopyoftheAppLicantchecklist
(CuLtural)
II s
/X
for all applicants)
application
X
worksheet
Cranis,
NO have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Gabriel Rothblatt
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming US Space Walk of Fame Foundation Inc Organization address 308 Pine Street State FL City Titusville Zip 32796 Primary contact name Gabriel Rothblatt
Primary contact phone number 3212640434 Primary contact email accounting@americanspacemuseum.org Secondary contact name Grants Committee Secondary contact phone number 3212640434 Secondary contact email grants@americanspacemuseum.org Organization website address www.spacewalkoffame.com
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 59-3267408
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
8. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
9. (untitled)
What is the first date of your event?
10. (untitled)
In total, how many days will your event be held?
11. (untitled) 7.
Do you have a second event? No
12. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled)
Do you have a third event?
16. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled)
What types of marketing do you plan to do for this event?
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Digital advertising (banner ads, etc.) Direct mail Radio Search advertising (pay-per-click, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.) Other - Please be specific.....: Email marketing
21. (untitled)
What are your social media handles?
9.
Facebook : @SpaceWalkofFame Instagram : @AmericanSpaceMuseum YouTube : @AmericanSpaceMuseum
22. (untitled) 10.
What hashtags do you currently use?
#americanspacemuseum, #spacewalkoffame, #staycurious, #spacehistory
23. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Gabriel Rothblatt
24. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
USSWOFF_IRS_501(c)3_letter_(2).pdf
25. (untitled) 13.
Upload a copy of your organization's 990 form.
2024_990_U.S._SPACE_WALK_OF_FAME_FOUNDATION_TAX_RETURN-CLIENT_COPY.pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
USSWOFF_2026_SunBiz.pdf
28. (untitled) 15.
Upload your completed W-9 form.
USSWOF_2026_W9.pdf
29. (untitled) 16.
Upload your completed Event Income/Expense report.
MSP_Revenue_Expense_worksheet_FY26-27.xlsx_-_Google_Sheets.pdf
30. (untitled) 17.
Upload your completed Checklist.
HP476_Scan0273.pdf
31. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Gabriel Rothblatt
32. Thank You! New Send Email Jun 16, 2026 16:02:25 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT
FILED Apr 15, 2026 Secretary of State 3228717603CC
DOCUMENT# N94000000114 Entity Name: U.S. SPACE WALK OF FAME FOUNDATION, INC. Current Principal Place of Business: 308 PINE ST TITUSVILLE, FL 32796
Current Mailing Address: 308 PINE STREET TITUSVILLE, FL 32796 US FEI Number: 59-3267408
Certificate of Status Desired: No
Name and Address of Current Registered Agent: ROTHBLATT, GABRIEL 308 PINE ST TITUSVILLE, FL 32796 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: GABRIEL ROTHBLATT
04/15/2026 Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
DIRECTOR
Title
TREASURER
Name
OSTARLY, LARRY
Name
KING, BONNIE
Address
3758 IMPERATA DRIVE
Address
1945 HOLT DR.
City-State-Zip:
ROCKLEDGE FL 32955
City-State-Zip:
MERRITT ISLAND FL 32952
Title
CHAIRMAN
Title
VC
Name
POST, TROY
Name
STEVE, LLOYD
Address
5533 YAUPON HOLLY DRIVE
Address
190 S. SYKES CREEK PKWY STE. 3
City-State-Zip:
COCOA FL 32927
City-State-Zip:
MERRITT ISLAND FL 32952
Title
SECRETARY
Title
DIRECTOR
Name
SALTSMAN, JOSH
Name
WINKEL, MARTY
Address
6472 FLORA VISTA PL
Address
308 PINE ST
City-State-Zip:
COCOA FL 32927
City-State-Zip:
TITUSVILLE FL 32796
Title
DIRECTOR
Title
DIRECTOR
Name
CARNEY, EMILY
Name
ROBINSON, STEPHANIE
Address
308 PINE ST
Address
308 PINE ST
City-State-Zip:
TITUSVILLE FL 32796
City-State-Zip:
TITUSVILLE FL 32796
Continues on page 2
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: GABRIEL ROTHBLATT Electronic Signature of Signing Officer/Director Detail
REGISTERED AGENT
04/15/2026 Date
Officer/Director Detail Continued : Title
DIRECTOR
Title
DIRECTOR
Name
SIECK, BOB
Name
JEFFREY, CHUCK
Address
308 PINE ST
Address
308 PINE ST
City-State-Zip:
TITUSVILLE FL 32796
City-State-Zip:
TITUSVILLE FL 32796
Title
DIRECTOR
Title
DIRECTOR
Name
MARS, CHARLES
Name
SHERBY, STEPHANIE DR.
Address
308 PINE ST
Address
308 PINE ST
City-State-Zip:
TITUSVILLE FL 32796
City-State-Zip:
TITUSVILLE FL 32796
Title
DIRECTOR
Name
ROTHMAN, MITCH ESQ.
Address
308 PINE ST
City-State-Zip:
TITUSVILLE FL 32796
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||||| || |||||||||||||
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/1*2.2, skl &B'* jglc 03' kl &B'* jglc 03' ` Rmr_j dslbp_gqgle cvnclqcq &N_pr GV* amjskl &B'* jglc 03' /5 Mrfcp cvnclqcq &N_pr GV* amjskl &?'* jglcq //_+//b* //d+02c' glcq //_+//b* //d+0 glcq //_+//b* //d+02c' |||||||||||||
AJ
Lcr ?qqcrq mp Dslb @_j_lacq
Cvnclqcq
Pctclsc
Npgmp Wc_p
/6
sqr cos_j N_pr GV* amjsk qr cos_j N_pr GV Rmr_j cvnclqcq, ?bb jglcq /1+/5 &ksqr cos_j N_pr GV* amjskl &?'* jglc 03' |||||||
/7
glc c /6 dpmk jglc / /0 }}}}}}}}}}}}}}}} Pctclsc jcqq cvnclqcq, Qs`rp_ar jglc /6 dpmk jglc /0
/23*626, 11/*6.0, +02*031, @cegllgle md Asppclr Wc_p
||| ||||||||||||||||||||||||||||
0.
Rmr_j _qqcrq &N_pr V* jglc /4'
0/
Rmr_j jg_`gjgrgcq &N_pr V* jglc 04'
00
Lcr _qqcrq mp dslb `_j_lacq, Qs`rp_ar jglc 0/ dpmk jglc 0. }}}}}}}}}}}}}}
N_pr GG
/./*3/., 34*25/, /*435, /25*7//, 1.5*327, ., ., /63*732, .,
|||||||||||||||||||||||||||
431*40., 041*/26, 17.*250,
Asppclr Wc_p
4/*153, /.1*062, 4*112, /4*/7/, /65*/62, ., ., /20*2.7, ., 63*600, 006*01/, +2/*.25,
Clb md Wc_p
402*01/, 0//*610, 2/0*177,
Qgel_rspc @jmai
Slbcp ncl_jrgcq md ncphspw* G bcaj_pc rf_r G f_tc cv_kglcb rfgq pcrspl* glajsbgle _aamkn_lwgle qafcbsjcq _lb qr_rckclrq* _lb rm rfc `cqr md kw ilmujcbec _lb `cjgcd* gr gq rpsc* amppcar* _lb amknjcrc, Bcaj_p_rgml md npcn_pcp &mrfcp rf_l mddgacp' gq `_qcb ml _jj gldmpk_rgml md ufgaf npcn_pcp f_q _lw ilmujcbec, Qgel Fcpc
Qgel_rspc md mddgacp
B_rc
E?@PGCJ EMBB?PB PMRF@J?RR* CVCASRGTC BGPCARMP Rwnc mp npglr l_kc _lb rgrjc Npcn_pcp%q l_kc
Npcn_pcp%q qgel_rspc
@, CSECLC @SPICRR @, CSECLC @SPICRR DNR QCPTGACQ* AN? Npcn_pcp Dgpk%q l_kc Sqc Mljw Dgpk%q _bbpcqq NM @MV 340443 PMAIJCBEC* DJ 10734+0443 N_gb
Afcai B_rc NRGL gd .3-07-03 qcjd+cknjmwcb N..427626 Dgpk%q CGL 0.+2.5.256
Nfmlc lm, 10/+41/+.161
V Wcq Lm JF? Dmp N_ncpumpi Pcbsargml ?ar Lmrgac* qcc rfc qcn_p_rc glqrpsargmlq, Dmpk 77. &0.02' QCC QAFCBSJC M DMP MPE?LGX?RGML KGQQGML QR?RCKCLR AMLRGLS?RGML K_w rfc GPQ bgqasqq rfgq pcrspl ugrf rfc npcn_pcp qfmul _`mtc= Qcc glqrpsargmlq
}}}}}}}}}}}}}}}}}}}}}
210../ /0+/.+02
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, N_pr GGG Qr_rckclr md Npmep_k Qcptgac ?aamknjgqfkclrq
Dmpk 77. &0.02'
37+10452.6
Afcai gd Qafcbsjc M amlr_glq _ pcqnmlqc mp lmrc rm _lw jglc gl rfgq N_pr GGG }}}}}}}}}}}}}}}}}}}}}}}}}}}} /
0
@pgcdjw bcqapg`c rfc mpe_lgx_rgml%q kgqqgml8
N_ec 0
V
MSP NSPNMQC ?LB EMTCPLGLE KGQQGML ?PC NPCQCPTGLE ?AFGCTCKCLR9 GLQNGPGLE GLLMT?RGML, RM NPCQCPTC RFC FGQRMPW MD RFC SLGRCB QR?RCQ% QN?AC NPMEP?K9 RM FMLMP MSP L?RGML%Q ?QRPML?SRQ ?LB ?CPMQN?AC GLLMT?RMPQ9 &AMLRGLSCB ML QAFCBSJC M' Bgb rfc mpe_lgx_rgml slbcpr_ic _lw qgelgdga_lr npmep_k qcptgacq bspgle rfc wc_p ufgaf ucpc lmr jgqrcb ml rfc npgmp Dmpk 77. mp 77.+CX= ||||||||||||||||||||||||||||||||||||||||||||||| Gd Wcq* bcqapg`c rfcqc lcu qcptgacq ml Qafcbsjc M,
V Lm Wcq V Lm Wcq
1
Bgb rfc mpe_lgx_rgml ac_qc amlbsargle* mp k_ic qgelgdga_lr af_lecq gl fmu gr amlbsarq* _lw npmep_k qcptgacq= |||| |||||| |||
2
Bcqapg`c rfc mpe_lgx_rgml%q npmep_k qcptgac _aamknjgqfkclrq dmp c_af md grq rfpcc j_pecqr npmep_k qcptgacq* _q kc_qspcb `w cvnclqcq, q* _q kc_qspcb q* _q kc_qspcb `w cvn
A MN W
Gd Wcq* bcqapg`c rfcqc af_lecq ml Qafcbsjc M,
Qcargml 3./&a'&1' _lb 3./&a'&2' mpe_lgx_rgmlq _pc pcosgpcb rm pcnmpr rfc _kmslr md ep_lrq _lb _jjma_rgmlq rm mrfcpq* rfc rmr_j cvnclqcq* _lb rm mrfcpq* rfc rmr_j rm mrfcpq* rfc rmr_j cvnc pctclsc* gd _lw* dmp c_af npmep_k qcptgac pcnmprcb,
/50*6.4, glajsbgle ep_lrq md " /36*564, ' Pctcl &Ambc8 ' &Cvnclqcq " ' &Pctclsc " UC NPCQCPTC ?LB NPMKMRC QN?AC FGQRMPW ?LB FMLMP RFMQC UFM @SGJR RFC C?PJW QN?AC NPMEP?K RFPMSEF MSP KMLSKCLRQ ?R QN?AC TGCU N?PI ?LB RFPMSEF RFC KSQCSK, MSP AMJJCARGMLQ BCN?PRKCLR GQ GL RFC NPMACQQ MD @CGLE ?AACQQGMLCB* LSK@CPCB* NFMRMEP?NFCB* ?LB NPMNCPJW GBCLRGDGCB ?LB NJ?ACB* ?AAMPBGLE RM L?RGML?J KSQCSK QR?LB?PBQ, RFGQ GQ ?L MLEMGLE NPMACQQ RF?R GQ P?GQGLE RFC NPMDGJC MD RFC D?AGJGRW ?LB GLAPC?QGLE MSP T?JSC ?Q ?L FGQRMPGA?J GLQRGRSRGML,
AJ GC LR
2_
2`
&Ambc8
' &Cvnclqcq "
2a
&Ambc8
' &Cvnclqcq "
2b
Mrfcp npmep_k qcptgacq &Bcqapg`c ml Qafcbsjc M,' &Cvnclqcq "
2c
Rmr_j npmep_k qcptgac cvnclqcq
210..0 /0+/.+02
glajsbgle ep_lrq md "
ep_lrq md " " glajsbgle ep_lrq md "
' &Pctclsc "
'
glajsbgle ep_lrq md "
' &Pctclsc "
'
/50*6.4,
' &Pctclsc "
' Dmpk 77. &0.02'
0 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, N_pr GT Afcaijgqr md Pcosgpcb Qafcbsjcq
Dmpk 77. &0.02'
37+10452.6
N_ec 1 Wcq
Lm
/
Gq rfc mpe_lgx_rgml bcqapg`cb gl qcargml 3./&a'&1' mp 2725&_'&/' &mrfcp rf_l _ npgt_rc dmslb_rgml'= C` S_m& ]igjf_n_ M]b_^of_ ; |||||||||||||||||||||||||||||||||||||||||||||||
/
0
Gq rfc mpe_lgx_rgml pcosgpcb rm amknjcrc M]b_^of_ <& M]b_^of_ i` =ihnlc\onilm = Qcc glqrpsargmlq ||||||||||||||
0
1
Bgb rfc mpe_lgx_rgml cle_ec gl bgpcar mp glbgpcar nmjgrga_j a_kn_gel _argtgrgcq ml `cf_jd md mp gl mnnmqgrgml rm a_lbgb_rcq dmp ns`jga mddgac= C` S_m& ]igjf_n_ M]b_^of_ =& J[ln C ||||||||||||||||||||||||||||||||||||
1
V
Qcargml 3./&a'&1' mpe_lgx_rgmlq, Bgb rfc mpe_lgx_rgml cle_ec gl jm``wgle _argtgrgcq* mp f_tc _ qcargml 3./&f' cjcargml gl cddcar bspgle rfc r_v wc_p= C` S_m& ]igjf_n_ M]b_^of_ =& J[ln CC |||||||||||||||||||||||||||||||||
2
V
kc Gq rfc mpe_lgx_rgml _ qcargml 3./&a'&2'* 3./&a'&3'* mp 3./&a'&4' mpe_lgx_rgml rf_r pcacgtcq kck`cpqfgn bscq* _qqcqqkclrq* mp ||| |||| qgkgj_p _kmslrq _q bcdglcb gl Pct, Npma, 76+/7= C` S_m& ]igjf_n_ M]b_^of_ =& J[ln CCC |||||||||||||||||||
3
V
c rfc pgefr rm c pgef Bgb rfc mpe_lgx_rgml k_glr_gl _lw bmlmp _btgqcb dslbq mp _lw qgkgj_p dslbq mp _aamslrq dmp ufgaf bmlmpq f_tc rfc pgefr rm _ M]b_^of_ >& J[ln C M]b_^of_ >& J npmtgbc _btgac ml rfc bgqrpg`srgml mp gltcqrkclr md _kmslrq gl qsaf dslbq mp _aamslrq= C` S_m& ]igjf_n_ M]b_^of_ >& J[ln C
4
V
5
_ac* Bgb rfc mpe_lgx_rgml pcacgtc mp fmjb _ amlqcpt_rgml c_qckclr* glajsbgle c_qckclrq rm npcqcptc mncl qn_ac* |||||| ||||||||||| rfc cltgpmlkclr* fgqrmpga j_lb _pc_q* mp fgqrmpga qrpsarspcq= C` S_m& ]igjf_n_ M]b_^of_ >& J[ln CC ||||||||||||||
5
V
6
C` S_m& ]igjf_n_ = C` S_m& ]i Bgb rfc mpe_lgx_rgml k_glr_gl amjjcargmlq md umpiq md _pr* fgqrmpga_j rpc_qspcq* mp mrfcp qgkgj_p _qqcrq=
2 3
NW
4
M]b_^of_ >& J[ln CCC |||||||||||||||||||||||||||||||||||||||||||||||||||| |||||||| |||||||||||
6
V V
V
w9 qcptc _q _ asqrmb w9 qcptc _q _ asqrmbg_l Bgb rfc mpe_lgx_rgml pcnmpr _l _kmslr gl N_pr V* jglc 0/* dmp cqapmu mp asqrmbg_j _aamslr jg_`gjgrw9 qcptc _q _ asqrmbg_l dmp
/.
mp bc`r lcemrg_rgml qcptga bc`r lcemrg_rgm _kmslrq lmr jgqrcb gl N_pr V9 mp npmtgbc apcbgr amslqcjgle* bc`r k_l_eckclr* apcbgr pcn_gp* mp bc`r lcemrg_rgml qcptgacq= C` S_m& ]igjf_n_ M]b_^of_ >& J[ln CP ||||||||||||||||||||||||||||||||||||||||||| |||||||||||| ||||||
7
V
qrpgarcb clbmukclr qrpgarcb clbmukclrq Bgb rfc mpe_lgx_rgml* bgpcarjw mp rfpmsef _ pcj_rcb mpe_lgx_rgml* fmjb _qqcrq gl bmlmp+pcqrpgarcb clbmukclrq |||||||||||| ||||||| mp gl os_qg+clbmukclrq= C` S_m& ]igjf_n_ M]b_^of_ >& J[ln P ||||||||||||||||||||||||||||||
/.
V
AM
7
crc Qafcbsjc B* N_prq T Qafcbsjc B* N Gd rfc mpe_lgx_rgml%q _lqucp rm _lw md rfc dmjjmugle oscqrgmlq gq Wcq* rfcl amknjcrc Qafcbsjc B* N_prq TG* TGG* TGGG* GV* mp V*
//
_q _nnjga_`jc,
//_
gl N_pr V* jglc /0* rf_r gq l N_pr V* jglc ` Bgb rfc mpe_lgx_rgml pcnmpr _l _kmslr dmp gltcqrkclrq + mrfcp qcaspgrgcq gl N_pr V* jglc /0* rf_r gq 3# mp kmpc md grq rmr_j ln PCC n PCC ||||||||||||||||||||||||| |||||||| || _qqcrq pcnmprcb gl N_pr V* jglc /4= C` S_m& ]igjf_n_ M]b_^of_ >& J[ln PCC
//`
V
cj_rcb gl N_pr V* jglc /1* r gl N_pr V a Bgb rfc mpe_lgx_rgml pcnmpr _l _kmslr dmp gltcqrkclrq + npmep_k pcj_rcb gl N_pr V* jglc /1* rf_r gq 3# mp kmpc md grq rmr_j >& J[ln PCCC ||||||||||||||||||||||||| |||| |||||| _qqcrq pcnmprcb gl N_pr V* jglc /4= C` S_m& ]igjf_n_ M]b_^of_ >& J[ln PCCC
//a
V
//b
GC LR
C` S_m& C` S_m& ]igjf_n_ M]b_^of_ >& N_pr V N_pr V* jglc /.= _ Bgb rfc mpe_lgx_rgml pcnmpr _l _kmslr dmp j_lb* `sgjbgleq* _lb cosgnkclr gl N_pr V* jglc /.= J[ln PC |||||||||||||||||||||||||||||||||||||||||||||||||||||||||| |||||||||||| |||
V* jglc /3* rf V* jglc /3* rf_r gq 3# mp b Bgb rfc mpe_lgx_rgml pcnmpr _l _kmslr dmp mrfcp _qqcrq gl N_pr V* jglc /3* rf_r gq 3# mp kmpc md grq rmr_j _qqcrq pcnmprcb gl ||||||||| ||||||||||| N_pr V* jglc /4= C` S_m& ]igjf_n_ M]b_^of_ >& J[ln CR ||||||||||||||||||||||||||||||||||| ` S_ gl N_pr V* jglc 03= l N_pr V* jglc 03= CC` S_m& ]igjf_n_ M]b_^of_ >& J[ln R |||||| c Bgb rfc mpe_lgx_rgml pcnmpr _l _kmslr dmp mrfcp jg_`gjgrgcq gl N_pr V* jglc 03=
V
//c
V V
g_j qr_rckclrq dmp rfc r_v _j qr_rckclrq dmp rf Bgb rfc mpe_lgx_rgml%q qcn_p_rc mp amlqmjgb_rcb dgl_lag_j qr_rckclrq dmp rfc r_v wc_p glajsbc _ dmmrlmrc rf_r _bbpcqqcq C` S_m& ]igjf_n_ M]b_^of_ >& J[ln R |||| q slbcp DGL 26 &?QA 52. bcp DGL 26 &?QA rfc mpe_lgx_rgml%q jg_`gjgrw dmp slacpr_gl r_v nmqgrgmlq slbcp DGL 26 &?QA 52.'=
//d
V
C` S_m& ]igjf_n_ lr _sbgrcb dgl_lag_j qr_rc dgl_lag_ /0_ Bgb rfc mpe_lgx_rgml m`r_gl qcn_p_rc* glbcnclbclr _sbgrcb dgl_lag_j qr_rckclrq dmp rfc r_v wc_p= M]b_^of_ >& J[lnm RC [h^ RCC |||||||||||||||||||||||||||||||||||||||||||||||| ||||||||| |||||||||||
/0_
V
d
AJ
cb* glbcnclbclr _sbgrcb * glbcnclbclr _s ` U_q rfc mpe_lgx_rgml glajsbcb gl amlqmjgb_rcb* glbcnclbclr _sbgrcb dgl_lag_j qr_rckclrq dmp rfc r_v wc_p= Hi ni fch_ +,[& nb Hi ni fch_ +,[& nb_h ]i C` S_m& [h^ c` nb_ ila[hct[ncih [hmq_l_^ Hi ni fch_ +,[& nb_h ]igjf_ncha M]b_^of_ >& J[lnm RC [h^ RCC cm ijncih[f ||||| C` S_m& ]igjf_n_ M]b_^of_ ? |||||||||||||| l qcargml /5.&`'&/'&?'&gg'= qcargml /5.&`' /1 Gq rfc mpe_lgx_rgml _ qafmmj bcqapg`cb gl qcargml /5.&`'&/'&?'&gg'=
/2_
V V V
bc rfc S gltcqrkclr* _lb npmep_k qcptgac _argtgrgcq msrqgbc rfc Slgrcb Qr_rcq* mp _eepce_rc dmpcgel gltcqrkclrq t_jscb _r "/..*... mp kmpc= C` S_m& ]igjf_n_ M]b_^of_ @& J[lnm C [h^ CP |||||||||||||||||||||||||||||||||||
/2`
V
Bgb rfc mpe_lgx_rgml pcnmpr ml N_pr GV* amjskl &?'* jglc 1* kmpc rf_l "3*... md ep_lrq mp mrfcp _qqgqr_lac rm mp dmp _lw dmpcgel mpe_lgx_rgml= C` S_m& ]igjf_n_ M]b_^of_ @& J[lnm CC [h^ CP ||||||||||||||||||||||||||||
/3
V
Bgb rfc mpe_lgx_rgml pcnmpr ml N_pr GV* amjskl &?'* jglc 1* kmpc rf_l "3*... md _eepce_rc ep_lrq mp mrfcp _qqgqr_lac rm mp dmp dmpcgel glbgtgbs_jq= C` S_m& ]igjf_n_ M]b_^of_ @& J[lnm CCC [h^ CP ||||||||||||||||||||||||||
/4
V
Bgb rfc mpe_lgx_rgml pcnmpr _ rmr_j md kmpc rf_l "/3*... md cvnclqcq dmp npmdcqqgml_j dslbp_gqgle qcptgacq ml N_pr GV* amjskl &?'* jglcq 4 _lb //c= C` S_m& ]igjf_n_ M]b_^of_ A& J[ln C( Qcc glqrpsargmlq ||||||||||||||||||||
/5
V
/6
Bgb rfc mpe_lgx_rgml pcnmpr kmpc rf_l "/3*... rmr_j md dslbp_gqgle ctclr epmqq glamkc _lb amlrpg`srgmlq ml N_pr TGGG* jglcq /a _lb 6_= C` S_m& ]igjf_n_ M]b_^of_ A& J[ln CC |||||||||||||||||||||||||||||||||||||
/6
/7
Bgb rfc mpe_lgx_rgml pcnmpr kmpc rf_l "/3*... md epmqq glamkc dpmk e_kgle _argtgrgcq ml N_pr TGGG* jglc 7_= C` S_m&
* cknjmwccq* mp _eclrq knjmwccq* mp _ |||||||||||||||| /2_ Bgb rfc mpe_lgx_rgml k_glr_gl _l mddgac* cknjmwccq* mp _eclrq msrqgbc md rfc Slgrcb Qr_rcq= scq mp cvnc scq mp cvnclqcq ` Bgb rfc mpe_lgx_rgml f_tc _eepce_rc pctclscq mp cvnclqcq md kmpc rf_l "/.*... dpmk ep_lrk_igle* dslbp_gqgle* `sqglcqq*
/3 /4 /5
]igjf_n_ M]b_^of_ A& J[ln CCC ||||||||||||||||||||||||||||||||||||||||||||||| 0._ Bgb rfc mpe_lgx_rgml mncp_rc mlc mp kmpc fmqngr_j d_agjgrgcq= C` S_m& ]igjf_n_ M]b_^of_ B ||||||||||||||||| ` Gd Wcq rm jglc 0._* bgb rfc mpe_lgx_rgml _rr_af _ amnw md grq _sbgrcb dgl_lag_j qr_rckclrq rm rfgq pcrspl= |||||||||| 0/ Bgb rfc mpe_lgx_rgml pcnmpr kmpc rf_l "3*... md ep_lrq mp mrfcp _qqgqr_lac rm _lw bmkcqrga mpe_lgx_rgml mp bmkcqrga emtcplkclr ml N_pr GV* amjskl &?'* jglc /= C` S_m& ]igjf_n_ M]b_^of_ C& J[lnm C [h^ CC |||||||||||||| }}}}}}}}}}}}}} 210..1 /0+/.+02
/0` /1
/7 0._
V V V
0.`
V 0/ 77. Dmpk &0.02'
1 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, N_pr GT Afcaijgqr md Pcosgpcb Qafcbsjcq "]ihncho_^#
Dmpk 77. &0.02'
37+10452.6
N_ec 2 Wcq
00
Bgb rfc mpe_lgx_rgml pcnmpr kmpc rf_l "3*... md ep_lrq mp mrfcp _qqgqr_lac rm mp dmp bmkcqrga glbgtgbs_jq ml N_pr GV* amjskl &?'* jglc 0= C` S_m& ]igjf_n_ M]b_^of_ C& J[lnm C [h^ CCC ||||||||||||||||||||||||||
Lm
00
V
M]b_^of_ D ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
01
V
02 _ Bgb rfc mpe_lgx_rgml f_tc _ r_v+cvcknr `mlb gqqsc ugrf _l msrqr_lbgle npglagn_j _kmslr md kmpc rf_l "/..*... _q md rfc j_qr b_w md rfc wc_p* rf_r u_q gqqscb _drcp Bcack`cp 1/* 0..0= C` S_m& [hmq_l fch_m ,.\ nblioab ,.^ [h^ ]igjf_n_ M]b_^of_ E( C` Hi& ai ni fch_ ,/[ ||||||||||||||||||||||||||||||||||||||||||||| |
02_
V
01
Bgb rfc mpe_lgx_rgml _lqucp Wcq rm N_pr TGG* Qcargml ?* jglc 1* 2* mp 3* _`msr amknclq_rgml md rfc mpe_lgx_rgml%q asppclr _lb dmpkcp mddgacpq* bgpcarmpq* rpsqrccq* icw cknjmwccq* _lb fgefcqr amknclq_rcb cknjmwccq= C` S_m& ]igjf_n_
||| |||| ` Bgb rfc mpe_lgx_rgml gltcqr _lw npmaccbq md r_v+cvcknr `mlbq `cwmlb _ rcknmp_pw ncpgmb cvacnrgml= ||||||||||| m bcdc_qc c_qc a Bgb rfc mpe_lgx_rgml k_glr_gl _l cqapmu _aamslr mrfcp rf_l _ pcdslbgle cqapmu _r _lw rgkc bspgle rfc wc_p rm bcdc_qc
MN W
||||||| ||||||||| _lw r_v+cvcknr `mlbq= |||||||||||||||||||||||||||||||||||||||||||||||||| ||||||||| b Bgb rfc mpe_lgx_rgml _ar _q _l ml `cf_jd md gqqscp dmp `mlbq msrqr_lbgle _r _lw rgkc bspgle rfc wc_p= ||||||||||| q `clcdgr 03 _ Qcargml 3./&a'&1'* 3./&a'&2'* _lb 3./&a'&07' mpe_lgx_rgmlq, Bgb rfc mpe_lgx_rgml cle_ec gl _l cvacqq `clcdgr |||||||||||| ||||| rp_lq_argml ugrf _ bgqos_jgdgcb ncpqml bspgle rfc wc_p= C` S_m& ]igjf_n_ M]b_^of_ F& J[ln C |||||||||||||||| ml gl _ npgmp wc ml gl _ npgmp wc_p* _lb ` Gq rfc mpe_lgx_rgml _u_pc rf_r gr cle_ecb gl _l cvacqq `clcdgr rp_lq_argml ugrf _ bgqos_jgdgcb ncpqml gl _ npgmp wc_p* _lb C` S_m& ]ig .+CX= +CX= C` S_m& ]igjf_n_ rf_r rfc rp_lq_argml f_q lmr `ccl pcnmprcb ml _lw md rfc mpe_lgx_rgml%q npgmp Dmpkq 77. mp 77.+CX= M]b_^of_ F& J[ln C |||||||||||||||||||||||||||||||||||||||||||||||||||| |||||||||||| |||||||| 04
03_
V
03`
V
04
V
05
V
06_
V V
A
mddgacp* bgpcarmp* rpsqrcc* cp* bgpcarmp* rps Bgb rfc mpe_lgx_rgml npmtgbc _ ep_lr mp mrfcp _qqgqr_lac rm _lw asppclr mp dmpkcp mddgacp* bgpcarmp* rpsqrcc* icw cknjmwcc*
l amkkgrrcc kck`cp* m kgrrcc kck` apc_rmp mp dmslbcp* qs`qr_lrg_j amlrpg`srmp mp cknjmwcc rfcpcmd* _ ep_lr qcjcargml amkkgrrcc kck`cp* mp rm _ 13# amlrpmjjcb C` S_m& ]igjf_n_ mlq= C` S_m& ]igjf_n_ M]b_^of_ F& J[ln CCC clrgrw &glajsbgle _l cknjmwcc rfcpcmd' mp d_kgjw kck`cp md _lw md rfcqc ncpqmlq= ||| 06
02a 02b
w_`jcq rm _lw asppclr q rm _lw asppcl Bgb rfc mpe_lgx_rgml pcnmpr _lw _kmslr ml N_pr V* jglc 3 mp 00* dmp pcacgt_`jcq dpmk mp n_w_`jcq rm _lw asppclr
`srmp* mp 13# mp dmpkcp mddgacp* bgpcarmp* rpsqrcc* icw cknjmwcc* apc_rmp mp dmslbcp* qs`qr_lrg_j amlrpg`srmp* mp 13# _^of_ F& J[ln CC ^of_ F& J[ln CC ||||||||||||| |||| amlrpmjjcb clrgrw mp d_kgjw kck`cp md _lw md rfcqc ncpqmlq= C` S_m& ]igjf_n_ M]b_^of_ F& J[ln CC 05
02`
mugle n mugle n_prgcq= &Qcc rfc Q U_q rfc mpe_lgx_rgml _ n_prw rm _ `sqglcqq rp_lq_argml ugrf mlc md rfc dmjjmugle n_prgcq= &Qcc rfc Qafcbsjc J* N_pr GT*
LR
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GC
C` _lgx_rgmlq bcqapg`cb gl jg lgx_rgmlq bcq a ? 13# amlrpmjjcb clrgrw md mlc mp kmpc glbgtgbs_jq _lb-mp mpe_lgx_rgmlq bcqapg`cb gl jglc 06_ mp 06`= S_m& ]igjf_n_ M]b_^of_ F& J[ln CP |||||||||||||||||||||||||||||||||||||||||||| ||||||||| |||||||||||| C` S_ _qf amlrpg`srgmlq= qf amlrpg`srgmlq= C` S_m& ]igjf_n_ M]b_^of_ G ||||||||| 07 Bgb rfc mpe_lgx_rgml pcacgtc kmpc rf_l "03*... gl lmla_qf amlrpg`srgmlq=
06`
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pga_j rpc_qspcq* mp mrfcp q ga_j rpc_qspcq* mp mr Bgb rfc mpe_lgx_rgml pcacgtc amlrpg`srgmlq md _pr* fgqrmpga_j rpc_qspcq* mp mrfcp qgkgj_p _qqcrq* mp os_jgdgcb amlqcpt_rgml |||||||||||| |||||| amlrpg`srgmlq= C` S_m& ]igjf_n_ M]b_^of_ G |||||||||||||||||||||||||||||||||||||||
1.
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C` S_m& ]igjf_n_ M]b_^of_ H& J[ln C |||||| jtc _lb ac_qc mncp_rgml _qc mnc Bgb rfc mpe_lgx_rgml jgosgb_rc* rcpkgl_rc* mp bgqqmjtc _lb ac_qc mncp_rgmlq=
1/
V V
10
C` S_m& ]igjf_n_ d* mp rp_lqdcp kmpc rf_l 0 mp rp_lqdcp kmpc rf Bgb rfc mpe_lgx_rgml qcjj* cvaf_lec* bgqnmqc md* mp rp_lqdcp kmpc rf_l 03# md grq lcr _qqcrq= M]b_^of_ H& J[ln CC |||||||||||||||||||||||||||||||||||||||||||||||||||| |||||||||||| |||||||||
10
V
11
rw bgqpce_pbcb _q qc rw bgqpce_pbcb _q qcn_p_ Bgb rfc mpe_lgx_rgml mul /..# md _l clrgrw bgqpce_pbcb _q qcn_p_rc dpmk rfc mpe_lgx_rgml slbcp Pcesj_rgmlq C` S_m& ]igjf_n_ M]b_ S_m& ]igjf_ qcargmlq 1./,55./+0 _lb 1./,55./+1= C` S_m& ]igjf_n_ M]b_^of_ L& J[ln C ||||||||||||||||||||||||
11
V
12
C` S_m& ]igjf_n_ M]b_^of_ L& J[ln CC& CCC& il CP& [h^ v+cvcknr mp r_v_`jc cl vcknr mp r_v_` U_q rfc mpe_lgx_rgml pcj_rcb rm _lw r_v+cvcknr mp r_v_`jc clrgrw= J[ln P& fch_ + ||||||||||||||||||||||||||||||||||||||||||||||||||||||| |||||| ||
12
fgl rfc |||||||||||||||||| 13 _ Bgb rfc mpe_lgx_rgml f_tc _ amlrpmjjcb clrgrw ugrfgl rfc kc_lgle md qcargml 3/0&`'&/1'= ` Gd Wcq rm jglc 13_* bgb rfc mpe_lgx_rgml pcacgtc _lw n_wkclr dpmk mp cle_ec gl _lw rp_lq_argml ugrf _ amlrpmjjcb clrgrw ugrfgl rfc kc_lgle md qcargml 3/0&`'&/1'= C` S_m& ]igjf_n_ M]b_^of_ L& J[ln P& fch_ , |||||||||||||||||||
13_
V V
13`
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14
V
Bgb rfc mpe_lgx_rgml amlbsar kmpc rf_l 3# md grq _argtgrgcq rfpmsef _l clrgrw rf_r gq lmr _ pcj_rcb mpe_lgx_rgml _lb rf_r gq rpc_rcb _q _ n_prlcpqfgn dmp dcbcp_j glamkc r_v nspnmqcq= C` S_m& ]igjf_n_ M]b_^of_ L& J[ln PC ||||||||
15
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14 15 16
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3_
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4`
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5
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GC
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lqsp_la Qcargml 3./&a'&07' os_jgdgcb lmlnpmdgr fc_jrf glqsp_lac gqqscpq, _ Gq rfc mpe_lgx_rgml jgaclqcb rm gqqsc os_jgdgcb fc_jrf nj_lq gl kmpc rf_l mlc qr_rc= ||||||||||||||||||||| Lmrc8 Qcc rfc glqrpsargmlq dmp _bbgrgml_j gldmpk_rgml rfc mpe_lgx_rgml ksqr pcnmpr ml Qafcbsjc M,
/1_
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/5
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0
1
||||| || |||||||||||||||||||||||||||||||||||||||| qsncptgqgml ptgqgm Bgb rfc mpe_lgx_rgml bcjce_rc amlrpmj mtcp k_l_eckclr bsrgcq asqrmk_pgjw ncpdmpkcb `w mp slbcp rfc bgpcar qsncptgqgml
1
2
md mddgacpq* bgpcarmpq* rpsqrccq* mp icw cknjmwccq rm _ k_l_eckclr amkn_lw mp mrfcp ncpqml= ||||||||||||||| |||||||| |||||||||| u_q dgjc u_q dgjcb= Bgb rfc mpe_lgx_rgml k_ic _lw qgelgdga_lr af_lecq rm grq emtcplgle bmaskclrq qglac rfc npgmp Dmpk 77. u_q dgjcb= | |||||
3
crq= rq= Bgb rfc mpe_lgx_rgml `camkc _u_pc bspgle rfc wc_p md _ qgelgdga_lr bgtcpqgml md rfc mpe_lgx_rgml%q _qqcrq=
||| |||||||| |||||||||
3
Bgb rfc mpe_lgx_rgml f_tc kck`cpq mp qrmaifmjbcpq= ||||||||||||||||||||||||||||||||||| ||||||||||| ||||| mp _nnmglr mlc mp _nnmglr mlc m 5_ Bgb rfc mpe_lgx_rgml f_tc kck`cpq* qrmaifmjbcpq* mp mrfcp ncpqmlq ufm f_b rfc nmucp rm cjcar mp _nnmglr mlc mp |||||||||| |||||||||||| kmpc kck`cpq md rfc emtcplgle `mbw= ||||||||||||||||||||||||||||||||||||||||||
4
V V V V
5_
V
k`cpq* qrmaifmjbcpq* mp `cpq* qrmaifmjb ` ?pc _lw emtcpl_lac bcagqgmlq md rfc mpe_lgx_rgml pcqcptcb rm &mp qs`hcar rm _nnpmt_j `w' kck`cpq* qrmaifmjbcpq* mp ncpqmlq mrfcp rf_l rfc emtcplgle `mbw= ||||||||||||||||||||||||||||||||||||||||| |||||||||||| ||||||
5`
V
GC LR A MN W
mddgacp* bgpcarmp* rpsqrcc* mp icw cknjmwcc=
4
6
7
l bspgle rfc wc_p `w rf l bspgle rfc wc_p `w rfc dmj Bgb rfc mpe_lgx_rgml amlrcknmp_lcmsqjw bmaskclr rfc kccrgleq fcjb mp upgrrcl _argmlq slbcpr_icl bspgle rfc wc_p `w rfc dmjjmugle8 |||||||||||| |||||||| _ Rfc emtcplgle `mbw= ||||||||||||||||||||||||||||||||||||||||||||||||||| |||||||||||| ||||||| ` C_af amkkgrrcc ugrf _srfmpgrw rm _ar ml `cf_jd md rfc emtcplgle `mbw= ||||||||||||||||||||||||||
?* ufm a_llmr `c pc_af a_llmr `c pc Gq rfcpc _lw mddgacp* bgpcarmp* rpsqrcc* mp icw cknjmwcc jgqrcb gl N_pr TGG* Qcargml ?* ufm a_llmr `c pc_afcb _r rfc h M]b h M]b_^of_ I M }}}} }}}}}}}}}}}}}}}}} mpe_lgx_rgml%q k_gjgle _bbpcqq= C` S_m& jlipc^_ nb_ h[g_m [h^ [^^l_mm_m ih M]b_^of_ I
Qcargml @, Nmjgagcq "Nbcm M_]ncih < l_ko_mnm ch`ilg[ncih [\ion jifc]c_m hin l_kocl_^ \s nb_ Chn_lh[f L_p_ho_ =i^_(# n l_kocl_^ \s nb_ Chn_lh[f l_kocl_ k
2
6_ 6`
V V V
7 Wcq
Lm
V
/._
mpe_lgx_rgml%q cvck mpe_lgx_rgml%q cvcknr n _lb `p_lafcq rm clqspc rfcgp mncp_rgmlq _pc amlqgqrclr ugrf rfc mpe_lgx_rgml%q cvcknr nspnmqcq= ||||||||||||| 77. rm _jj kck`cpq md grq 7. rm _jj kck //_ F_q rfc mpe_lgx_rgml npmtgbcb _ amknjcrc amnw md rfgq Dmpk 77. rm _jj kck`cpq md grq emtcplgle `mbw `cdmpc dgjgle rfc dmpk= e_lgx_rgml rm pctgcu e_lgx_rgml rm pctgcu rfgq ` Bcqapg`c ml Qafcbsjc M rfc npmacqq* gd _lw* sqcb `w rfc mpe_lgx_rgml rm pctgcu rfgq Dmpk 77., C` Hi& ai ni C` Hi& ai ni fch_ ||||||||||||||||||||| jgaw= aw= C` Hi& ai ni fch_ +/0_ Bgb rfc mpe_lgx_rgml f_tc _ upgrrcl amldjgar md glrcpcqr nmjgaw=
/.`
|||||| gpcb rm bgqajmqc _lls_jjw glr pcb rm bgqajmqc _lls_ ` Ucpc mddgacpq* bgpcarmpq* mp rpsqrccq* _lb icw cknjmwccq pcosgpcb rm bgqajmqc _lls_jjw glrcpcqrq rf_r amsjb egtc pgqc rm amldjgarq= C` S_m& ^_m]lc\_ grmp _lb cldmpac amknjg_ _lb cldmpac amk a Bgb rfc mpe_lgx_rgml pcesj_pjw _lb amlqgqrclrjw kmlgrmp _lb cldmpac amknjg_lac ugrf rfc nmjgaw= ih M]b_^of_ I biq nbcm q[m ^ih_ ||||||||||||||||||||||||||||||||||||||||||||| |||||||||||| |||
/0`
V
/0a
/1
Bgb rfc mpe_lgx_rgml f_tc _ upgrrcl ufgqrjc`jmucp nmjgaw= ||||||||||||||||||||||||||||||||| ucp nmjgaw= cp nmj ||| |||||
/1
V V
/2
Bgb rfc mpe_lgx_rgml f_tc _ upgrrcl bmaskclr pcrclrgml _lb bcqrpsargml nmjgaw= |||||||||||||||||||||| lr pcrclrgml _lb bcqrpsar pcrclrgml _lb bcq
/2
/3
Bgb rfc npmacqq dmp bcrcpkglgle amknclq_rgml md rfc dmjjmugle ncpqmlq glajsbc _ pctgcu _lb _nnpmt_j `w glbcnclbclr _rgml md rfc dmjjmugl _rgml md rfc dmjjmugle nc
AJ
||||||||| ||||||||||| /._ Bgb rfc mpe_lgx_rgml f_tc jma_j af_nrcpq* `p_lafcq* mp _ddgjg_rcq= |||||||||||||||||||||||||||||| emtcplgle rfc _argtgrgcq plgle rfc ` Gd Wcq* bgb rfc mpe_lgx_rgml f_tc upgrrcl nmjgagcq _lb npmacbspcq emtcplgle rfc _argtgrgcq md qsaf af_nrcpq* _ddgjg_rcq*
//_
V
/0_
V
V
ncpqmlq* amkn_p_`gjgrw b_r_* _lb amlrcknmp_lcmsq qs`qr_lrg_rgml md rfc bcjg`cp_rgml _lb bcagqgml= knmp_lcmsq qs`qr_lrg_ nmp_lcmsq qs` |||||||||||||||||||||||||| carmp* mp rmn k_l_eck mp* mp rmn k_l _ Rfc mpe_lgx_rgml%q ACM* Cvcasrgtc Bgpcarmp* mp rmn k_l_eckclr mddgag_j |||||||||||||||||||||||||||||||||||| _lgx_rgml lgx_rgml || ` Mrfcp mddgacpq mp icw cknjmwccq md rfc mpe_lgx_rgml
/3`
V V
/4_
V
/3_
Gd Wcq rm jglc /3_ mp /3`* bcqapg`c rfc npmacqq ml Qafcbsjc M, Qcc glqrpsargmlq, q ml Qaf /4_ Bgb rfc mpe_lgx_rgml gltcqr gl* amlrpg`src _qqcrq rm* mp n_prgagn_rc gl _ hmglr tclrspc mp qgkgj_p _pp_leckclr ugrf _ r_v_`jc clrgrw bspgle rfc wc_p= |||||||||||||||||||||||||||||||||||||||||||||| ` Gd Wcq* bgb rfc mpe_lgx_rgml dmjjmu _ upgrrcl nmjgaw mp npmacbspc pcosgpgle rfc mpe_lgx_rgml rm ct_js_rc grq n_prgagn_rgml gl hmglr tclrspc _pp_leckclrq slbcp _nnjga_`jc dcbcp_j r_v j_u* _lb r_ic qrcnq rm q_dces_pb rfc mpe_lgx_rgml%q cvcknr qr_rsq ugrf pcqncar rm qsaf _pp_leckclrq= }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Qcargml A, Bgqajmqspc
/4`
DJ
/5
Jgqr rfc qr_rcq ugrf ufgaf _ amnw md rfgq Dmpk 77. gq pcosgpcb rm `c dgjcb
/6
Qcargml 4/.2 pcosgpcq _l mpe_lgx_rgml rm k_ic grq Dmpkq /.01 &/.02 mp /.02+?* gd _nnjga_`jc'* 77.* _lb 77.+R &qcargml 3./&a'&1'q mljw' _t_gj_`jc dmp ns`jga glqncargml, Glbga_rc fmu wms k_bc rfcqc _t_gj_`jc, Afcai _jj rf_r _nnjw,
Mul uc`qgrc /7
?lmrfcp%q uc`qgrc
V Snml pcoscqr
Mrfcp "_rjf[ch ih M]b_^of_ I#
Bcqapg`c ml Qafcbsjc M ufcrfcp &_lb gd qm* fmu' rfc mpe_lgx_rgml k_bc grq emtcplgle bmaskclrq* amldjgar md glrcpcqr nmjgaw* _lb dgl_lag_j qr_rckclrq _t_gj_`jc rm rfc ns`jga bspgle rfc r_v wc_p,
0.
Qr_rc rfc l_kc* _bbpcqq* _lb rcjcnfmlc lsk`cp md rfc ncpqml ufm nmqqcqqcq rfc mpe_lgx_rgml%q `mmiq _lb pcampbq
RFC MPE?LGX?RGML + 10/+50.+2.16 1.6 NGLC QRPCCR* RGRSQTGJJC* DJ 10574
Dmpk 77. &0.02' 4 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/ 210..4 /0+/.+02
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 37+10452.6 N_pr TGG Amknclq_rgml md Mddgacpq* Bgpcarmpq* Rpsqrccq* Icw Cknjmwccq* Fgefcqr Amknclq_rcb Cknjmwccq* _lb Glbcnclbclr Amlrp_armpq
Dmpk 77. &0.02'
Afcai gd Qafcbsjc M amlr_glq _ pcqnmlqc mp lmrc rm _lw jglc gl rfgq N_pr TGG
}}}}}}}}}}}}}}}}}}}}}}}}}}}
N_ec 5
A MN W
Qcargml ?, Mddgacpq* Bgpcarmpq* Rpsqrccq* Icw Cknjmwccq* _lb Fgefcqr Amknclq_rcb Cknjmwccq /_ Amknjcrc rfgq r_`jc dmp _jj ncpqmlq pcosgpcb rm `c jgqrcb, Pcnmpr amknclq_rgml dmp rfc a_jclb_p wc_p clbgle ugrf mp ugrfgl rfc mpe_lgx_rgml%q r_v wc_p, £ Jgqr _jj md rfc mpe_lgx_rgml%q asppclr mddgacpq* bgpcarmpq* rpsqrccq &ufcrfcp glbgtgbs_jq mp mpe_lgx_rgmlq'* pce_pbjcqq md _kmslr md amknclq_rgml, Clrcp +.+ gl amjsklq &B'* &C'* _lb &D' gd lm amknclq_rgml u_q n_gb, £ Jgqr _jj md rfc mpe_lgx_rgml%q asppclr icw cknjmwccq* gd _lw, Qcc rfc glqrpsargmlq dmp bcdglgrgml md icw cknjmwcc, £ Jgqr rfc mpe_lgx_rgml%q dgtc asppclr fgefcqr amknclq_rcb cknjmwccq &mrfcp rf_l _l mddgacp* bgpcarmp* rpsqrcc* mp icw cknjmwcc' ufm pcacgtcb pcnmpr_`jc amknclq_rgml &`mv 3 md Dmpk U+0* `mv 4 md Dmpk /.77+KGQA* _lb-mp `mv / md Dmpk /.77+LCA' md kmpc rf_l "/..*... dpmk rfc mpe_lgx_rgml _lb _lw pcj_rcb mpe_lgx_rgmlq, £ Jgqr _jj md rfc mpe_lgx_rgml%q dmpkcp mddgacpq* icw cknjmwccq* _lb fgefcqr amknclq_rcb cknjmwccq ufm pcacgtcb kmpc rf_l "/..*... md kmp kmpc r pcnmpr_`jc amknclq_rgml dpmk rfc mpe_lgx_rgml _lb _lw pcj_rcb mpe_lgx_rgmlq, £ Jgqr _jj md rfc mpe_lgx_rgml%q dmpkcp bgpcarmpq mp rpsqrccq rf_r pcacgtcb* gl rfc a_n_agrw _q _ dmpkcp bgpcarmp mp rpsqrcc md rfc mpe_lgx_rgml* mp rpsqrcc mp rpsqrcc md rfc m kmpc rf_l "/.*... md pcnmpr_`jc amknclq_rgml dpmk rfc mpe_lgx_rgml _lb _lw pcj_rcb mpe_lgx_rgmlq, Qcc rfc glqrpsargmlq dmp rfc mpbcp gl ufgaf rm jgqr rfc ncpqmlq _`mtc, cp* p* bgpcarmp* mp rpsqrcc, Afcai rfgq `mv gd lcgrfcp rfc mpe_lgx_rgml lmp _lw pcj_rcb mpe_lgx_rgml amknclq_rcb _lw asppclr mddgacp* bgpcarmp* mp rpsqrcc,
2.,.. 0,.. 0,.. 0,.. 0,.. 0,.. 0,.. 0,.. 0,.. 0,.. 0,.. 0,.. 0,.. 0,.. 0,.. 2.,..
&C' Pcnmpr_`jc Pcnmpr_` amknclq_rgml amk amknclq dpmk pcj_rcb dpmk mpe_lgx_rgmlq mpe_ &U+0-/.77+KGQA&U+0 /.77+LCA'
Dmp Dmpkcp
Fgefcqr amknclq_rcb cknjmwcc
Icw cknjmwcc
Mddgacp
V
&B' Pcnmpr_`jc `jc amknclq_rgml lq_rgml dpmk pmk mk rfc fc mpe_lgx_rgml pe_lgx_rgml &U+0-/.77+KGQAU+0-/.77+KGQA/.77+LCA' LCA'
&D' Cqrgk_rcb _kmslr md mrfcp amknclq_rgml dpmk rfc mpe_lgx_rgml _lb pcj_rcb mpe_lgx_rgmlq
10*71/,
.,
.,
.,
.,
.,
V
V
V
V
.,
.,
.,
V
V
.,
.,
.,
V
V
.,
.,
.,
V
.,
.,
.,
V
.,
.,
.,
V
.,
.,
.,
V
.,
.,
.,
V
.,
.,
.,
V
.,
.,
.,
V
.,
.,
.,
V
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V
.,
.,
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V
.,
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AJ GC LR
.$5,1 &21./,1 3$67 (;(&87,9( ',5(&725 752< 35267 &+$,50$1 67(9( //2<' 9,&( &+$,5 %211,( .,1* 75($685(5 -26+ 6$/760$1 6(&5(7$5< /$55< 267$5/< ',5(&725 %2% 6,(&. ',5(&725 &+$5/(6 0$56 ',5(&725 &+8&. -())5(< ',5(&725 '5 67(3+$1,( 6+(5%< ',5(&725 (0,/< &$51(< ',5(&725 '$9,' 0$1'(51$&. ',5(&725 67(3+$1,( 52%,1621 ',5(&725 0$57< :,1.(/ ',5(&725 68=< &811,1*+$0 ',5(&725 * *2''$5' 527+%/$77 (;(&87,9( ',5(&725
Glqrgrsrgml_j rpsqrcc
&@' &A' Nmqgrgml ?tcp_ec &bm lmr afcai kmpc rf_l mlc `mv* sljcqq ncpqml gq `mrf _l fmspq ncp mddgacp _lb _ bgpcarmp-rpsqrcc' ucci &jgqr _lw fmspq dmp pcj_rcb mpe_lgx_rgmlq `cjmu jglc' Glbgtgbs_j rpsqrcc mp bgpcarmp
&?' L_kc _lb rgrjc
V
Dmpk 77. &0.02' 5 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/ 210..5 /0+/.+02
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 37+10452.6 N_pr TGG Qcargml ?, Mddgacpq* Bgpcarmpq* Rpsqrccq* Icw Cknjmwccq* _lb Fgefcqr Amknclq_rcb Cknjmwccq "]ihncho_^#
N_ec 6
Dmpk 77. &0.02'
&C' Pcnmpr_`jc amknclq_rgml dpmk pcj_rcb mpe_lgx_rgmlq &U+0-/.77+KGQA/.77+LCA'
&D' Cqrgk_rcb _kmslr md mrfcp amknclq_rgml dpmk rfc mpe_lgx_rgml _lb pcj_rcb mpe_lgx_rgmlq
Dmpkcp
Fgefcqr amknclq_rcb cknjmwcc
Icw cknjmwcc
Mddgacp
Glbgtgbs_j rpsqrcc mp bgpcarmp
|||||| || /` Qs`rmr_j |||||||||||||||||||||||||||||||||| |||||||| a Rmr_j dpmk amlrgls_rgml qfccrq rm N_pr TGG* Qcargml ? ||||||||||| 0
&B' Pcnmpr_`jc amknclq_rgml dpmk rfc mpe_lgx_rgml &U+0-/.77+KGQA/.77+LCA'
AJ GC LR A MN W
Glqrgrsrgml_j rpsqrcc
&@' &A' Nmqgrgml ?tcp_ec &bm lmr afcai kmpc rf_l mlc fmspq ncp `mv* sljcqq ncpqml gq `mrf _l mddgacp _lb _ bgpcarmp-rpsqrcc' ucci &jgqr _lw fmspq dmp pcj_rcb mpe_lgx_rgmlq `cjmu jglc'
&?' L_kc _lb rgrjc
10*71/, ., 10*71/,
}}}}}}| }}}}}}|}} | b Rmr_j &_bb jglcq /` _lb /a' }}}}}}}}}}}}}}}}}}}}}}|}} Rmr_j lsk`cp md glbgtgbs_jq &glajsbgle `sr lmr jgkgrcb rm rfmqc jgqrcb _`mtc' ufm pcacgtcb kmpc rf_l "/..*... md pcnmpr_`jc qc jgqrcb _`mtc' uf qc jgqrcb _`mtc' ufm pca
., ., .,
., ., ., .
amknclq_rgml dpmk rfc mpe_lgx_rgml 1 2
Lm
Bgb rfc mpe_lgx_rgml jgqr _lw dmpkcp mddgacp* bgpcarmp* rpsqrcc* icw cknjmwcc* mp fgefcqr amknclq_rcb cknjmwcc ml * rpsqrcc* icw cknjmwcc* sqrcc* icw cknjm h^cpc^o[f |||||| jglc /_= C` S_m& ]igjf_n_ M]b_^of_ D `il mo]b ch^cpc^o[f ||||||||||||||||||||||||||||||||| |||
1
V
Dmp _lw glbgtgbs_j jgqrcb ml jglc /_* gq rfc qsk md pcnmpr_`jc amknclq_rgml _lb mrfcp amknclq_rgml dpmk rfc mpe_lgx_rgml md pcnmpr_`jc amknclq_r d pcnmpr_`jc amknc C` S_m& ]igjf_n_ M]b_^of_ D `il mo]b ch^cpc^o[f ||||||||||||| C` S_m& ]ig _lb pcj_rcb mpe_lgx_rgmlq epc_rcp rf_l "/3.*...= *...= ..= C` S_m& ]igjf_n_
2
V
3
V
Bgb _lw ncpqml jgqrcb ml jglc /_ pcacgtc mp _aapsc amknclq_rgml dpmk _lw slpcj_rcb mpe_lgx_rgml mp glbgtgbs_j dmp qcptgacq p _aapsc amknclq_r p _aapsc amknclq_rgml d ]igjf_n_ M]b_^of_ D `i igjf_n_ M]b_^ j M pclbcpcb rm rfc mpe_lgx_rgml= C` S_m& ]igjf_n_ M]b_^of_ D `il mo]b j_lmih }}}}}}}}}}}}}}}}}}}}}}}} Qcargml @, Glbcnclbclr Amlrp_armpq 3
/
Wcq
Amknjcrc rfgq r_`jc dmp wmsp dgtc fgefcqr amknclq_rcb glbcnclbclr amlrp_armpq rf_r pcacgtcb kmpc rf_l "/..*... md amknclq_rgml dpmk knclq_rcb knclq_rcb glb rfc mpe_lgx_rgml, Pcnmpr amknclq_rgml dmp rfc a_jclb_p wc_p clbgle ugrf mp ugrfgl rfc mpe_lgx_rgml%q r_v wc_p, a_jclb_p &?' L_kc _lb `sqglcqq _bbpcqq
0
&@' Bcqapgnrgml md qcptgacq
LMLC
&A' Amknclq_rgml
Rmr_j lsk`cp md glbcnclbclr amlrp_armpq &glajsbgle `sr lmr jgkgrcb rm rfmqc jgqrcb _`mtc' ufm pcacgtcb kmpc rf_l "/..*... md amknclq_rgml dpmk rfc mpe_lgx_rgml
.
Dmpk 77. &0.02' 210..6 /0+/.+02
6 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, Qr_rckclr md Pctclsc
Dmpk 77. &0.02'
N_pr TGGG
37+10452.6
N_ec 7
/ _ Dcbcp_rcb a_kn_gelq ||||| ` Kck`cpqfgn bscq |||||||
/_
a Dslbp_gqgle ctclrq ||||||| b Pcj_rcb mpe_lgx_rgmlq |||||
/a
qgkgj_p _kmslrq lmr glajsbcb _`mtc |
/d
/`
/b c Emtcplkclr ep_lrq &amlrpg`srgmlq' /c d ?jj mrfcp amlrpg`srgmlq* egdrq* ep_lrq* _lb e
23*.67, /4*064,
/e " }}}}}}}}}}}}}}}}}}
Lmla_qf amlrpg`srgmlq glajsbcb gl jglcq /_+/d
f Rmr_j, ?bb jglcq /_+/d
?BKGQQGMLQ-CBSA?RGML?J AMLQGELCP PCTCLSC a CTM b KCKMP?@GJG? QFMU c KCK@CPQFGN BSCQ
0 _ `
d
@sqglcqq Ambc
7...77 23720. 23720. 23720. 23720.
?jj mrfcp npmep_k qcptgac pctclsc |||||
e Rmr_j, ?bb jglcq 0_+0d }}}}}}}}}}}}}}}}}}} Gltcqrkclr glamkc &glajsbgle bgtgbclbq* glrcpcqr* _lb 1
mrfcp qgkgj_p _kmslrq' |||||||||||||||||| 2
Glamkc dpmk gltcqrkclr md r_v+cvcknr `mlb npmaccbq
3
Pmw_jrgcq }}}}}}}}}}}}}}}}}}}}}}}}} &g' Pc_j &gg' Ncpqml_j
4 _ Epmqq pclrq ||||| ` Jcqq8 pclr_j cvnclqcq |
4/*153,
AJ GC LR A MN W
Npmep_k Qcptgac Pctclsc
Amlrpg`srgmlq* Egdrq* Ep_lrq _lb Mrfcp Qgkgj_p ?kmslrq
Afcai gd Qafcbsjc M amlr_glq _ pcqnmlqc mp lmrc rm _lw jglc gl rfgq N_pr TGGG }}}}}}}}}}}}}}}}}}}}}}}}} &?' &@' &A' &B' Pctclsc cvajsbcb Pcj_rcb mp cvcknr Slpcj_rcb Rmr_j pctclsc dslargml pctclsc `sqglcqq pctclsc dpmk r_v slbcp qcargmlq 3/0 + 3/2
35*403, 0.*/23, /6*062, 1*7/6, 1*1/0,
35*403, 0.*/23, /6*062, 1*7/6, 1*1/0,
/.1*062, 4*112,
4*112,
4_
4` a Pclr_j glamkc mp &jmqq' 4a }}} b Lcr pclr_j glamkc mp &jmqq' }}}}}}}}}}}}}}}}} Mrfcp &g' Qcaspgrgcq &gg' Mrfcp 5 _ Epmqq _kmslr dpmk q_jcq md _qqcrq mrfcp rf_l gltclrmpw Mrfcp Pctclsc
` Jcqq8 amqr mp mrfcp `_qgq _lb q_jcq cvnclqcq |||
5_
5` a E_gl mp &jmqq' ||||| 5a }}}}}}}}} }}}}}}}}}} b Lcr e_gl mp &jmqq' }}}}}}}}}}}}}}}}}}}}} 6 _ Epmqq glamkc dpmk dslbp_gqgle ctclrq &lmrr glajsbgle " md ', Qcc Qcc amlrpg`srgmlq pcnmprcb ml jglc /a', Qcc
||| N_pr GT* jglc /6 ||||||||||||
20*34/, 6` 6/*650, _ 6_
| ` Jcqq8 bgpcar cvnclqcq |||||||| lrq a Lcr glamkc mp &jmqq' dpmk dslbp_gqgle ctclrq
} }}}}}}}
+17*1//,
+17*1//,
7 _ Epmqq glamkc dpmk e_kgle _argtgrgcq, Qcc N_pr GT* jglc /7 |||||||||||| 7_ ` Jcqq8 bgpcar cvnclqcq |||||||| 7`
a Lcr glamkc mp &jmqq' dpmk e_kgle _argtgrgcq }}}}}}}} /. _ Epmqq q_jcq md gltclrmpw* jcqq pcrsplq _lb _jjmu_lacq |||||||||||| /._ 56*/5.,
Kgqacjj_lcmsq Pctclsc
` Jcqq8 amqr md emmbq qmjb ||||||| /.` 11*450, a Lcr glamkc mp &jmqq' dpmk q_jcq md gltclrmpw }}}}}}}}
// _
/0
K?L?ECKCLR-ECL AP @?J
@sqglcqq Ambc
7...77
22*276,
22*276,
//*..2,
//*..2,
//*..2, /65*/62,
/36*564,
` a b ?jj mrfcp pctclsc ||||||||||||| c Rmr_j, ?bb jglcq //_+//b }}}}}}}}}}}}}}}}} Rmr_j pctclsc, Qcc glqrpsargmlq }}}}}}}}}}}}}}}
210..7 /0+/.+02
4*112, +17*1//, Dmpk 77. &0.02'
7 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, N_pr GV Qr_rckclr md Dslargml_j Cvnclqcq
Dmpk 77. &0.02'
37+10452.6
N_ec /.
M_]ncih /*+"]#"-# [h^ /*+"]#".# ila[hct[ncihm gomn ]igjf_n_ [ff ]ifoghm( ;ff inb_l ila[hct[ncihm gomn ]igjf_n_ ]ifogh ";#( Afcai gd Qafcbsjc M amlr_glq _ pcqnmlqc mp lmrc rm _lw jglc gl rfgq N_pr GV }}}}}}}}}}}}}}}}}}}}}}}}}} &?' &@' &A' &B' >i hin ch]fo^_ [giohnm l_jiln_^ ih fch_m 0\& Rmr_j cvnclqcq Npmep_k qcptgac K_l_eckclr _lb Dslbp_gqgle 1\& 2\& 3\& [h^ +*\ i` J[ln PCCC( cvnclqcq eclcp_j cvnclqcq cvnclqcq /
Ep_lrq _lb mrfcp _qqgqr_lac rm bmkcqrga mpe_lgx_rgmlq
0
Ep_lrq _lb mrfcp _qqgqr_lac rm bmkcqrga
_lb bmkcqrga emtcplkclrq, Qcc N_pr GT* jglc 0/
|
glbgtgbs_jq, Qcc N_pr GT* jglc 00 ||||||| Ep_lrq _lb mrfcp _qqgqr_lac rm dmpcgel
1
mpe_lgx_rgmlq* dmpcgel emtcplkclrq* _lb dmpcgel @clcdgrq n_gb rm mp dmp kck`cpq |||||||
3
Amknclq_rgml md asppclr mddgacpq* bgpcarmpq* rpsqrccq* _lb icw cknjmwccq ||||||||
10*71/,
Amknclq_rgml lmr glajsbcb _`mtc rm bgqos_jgdgcb
4
ncpqmlq &_q bcdglcb slbcp qcargml 2736&d'&/'' _lb ncpqmlq bcqapg`cb gl qcargml 2736&a'&1'&@'
|||
5
Mrfcp q_j_pgcq _lb u_ecq ||||||||||
6
Nclqgml nj_l _aaps_jq _lb amlrpg`srgmlq &glajsbc
7
Mrfcp cknjmwcc `clcdgrq ||||||||||
/.
N_wpmjj r_vcq ||||||||||||||||
qcargml 2./&i' _lb 2.1&`' cknjmwcp amlrpg`srgmlq'
/.2*3.5, 2*75/,
Dccq dmp qcptgacq &lmlcknjmwccq'8
//
_ K_l_eckclr |||||||||||||||| ` Jce_j ||||||||||||||||||||
0/*2.3,
4*364,
61*335,
0.*73.,
1*641,
772,
//2,
3//,
6*13.,
AJ GC LR
a ?aamslrgle ||||||||||||||||| b Jm``wgle ||||||||||||||||||
A MN W
glbgtgbs_jq, Qcc N_pr GT* jglcq /3 _lb /4 ||| 2
2*72.,
c Npmdcqqgml_j dslbp_gqgle qcptgacq, Qcc N_pr GT* jglc /5 d Gltcqrkclr k_l_eckclr dccq ||||||||
e Mrfcp, &Gd jglc //e _kmslr cvaccbq /.# md jglc 03* amjskl &?'* _kmslr* jgqr jglc //e cvnclqcq ml Qaf M,' /0
?btcprgqgle _lb npmkmrgml |||||||||
/1
Mddgac cvnclqcq |||||||||||||||
/2
Gldmpk_rgml rcaflmjmew |||||||||||
/3
Pmw_jrgcq ||||||||||||||||||
/4
Maasn_law ||||||||||||||||| | Rp_tcj |||||||||||||||||||
/5 /6
N_wkclrq md rp_tcj mp clrcpr_glkclr cvnclqcq lqcq dmp _lw dcbcp_j* qr_rc* mp jma_j ns`jga mddgag_jq gag_jq g_jq |
/7
eq || Amldcpclacq* amltclrgmlq* _lb kccrgleq
0.
Glrcpcqr
0/
N_wkclrq rm _ddgjg_rcq ||||||||||||
00
Bcnpcag_rgml* bcnjcrgml* _lb _kmprgx_rgml ||
01
Glqsp_lac
02
Mrfcp cvnclqcq, Grckgxc cvnclqcq lmr amtcpcb _`mtc, &Jgqr kgqacjj_lcmsq cvnclqcq ml jglc 02c, Gd jglc 02c _kmslr cvaccbq /.# md jglc 03* amjskl &?'* _kmslr* jgqr jglc 02c cvnclqcq ml Qafcbsjc M,'
|||||||||||||||||
@MB KCCRGLE ` NPMDCQQQGML?J BSCQ-QCPT a J?LBQA?NC UMPI b CBSA?RGML?J CVNCLQCQ c ?jj mrfcp cvnclqcq 04
1*663, 06*043, /*2.4,
4*2.5,
/0*500,
//*644,
634,
/.*454, 4*430,
6*32/, 4*1/7,
0*/13, 111,
| ||||||||||||||||||
_
03
/0*524, 06*043, 5*6/1,
Rmr_j dslargml_j cvnclqcq, ?bb jglcq / rfpmsef 02c Hmglr amqrq, Amknjcrc rfgq jglc mljw gd rfc mpe_lgx_rgml
0*.23, /*753, /*/03, 6/7, 762, 006*01/,
/*753, 6/7, 7.3, /50*6.4,
0*.23, /*/03, 57, 20*.0/,
/1*2.2,
pcnmprcb gl amjskl &@' hmglr amqrq dpmk _ amk`glcb cbsa_rgml_j a_kn_gel _lb dslbp_gqgle qmjgagr_rgml, Afcai fcpc gd dmjjmugle QMN 76+0 &?QA 736+50.'
Dmpk 77. &0.02' /. /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/ 210./. /0+/.+02
Dmpk 77. &0.02'
N_pr V
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
37+10452.6
@_j_lac Qfccr
N_ec //
Afcai gd Qafcbsjc M amlr_glq _ pcqnmlqc mp lmrc rm _lw jglc gl rfgq N_pr V }}}}}}}}}}}}}}}}}}}}}}}}}}}}} &?' @cegllgle md wc_p
//7*//5, /40*135,
&@' Clb md wc_p
/
A_qf + lml+glrcpcqr+`c_pgle |||||||||||||||||||||||||
0
Q_tgleq _lb rcknmp_pw a_qf gltcqrkclrq ||||||||||||||||||
1
Njcbecq _lb ep_lrq pcacgt_`jc* lcr |||||||||||||||||||||
1
2
?aamslrq pcacgt_`jc* lcr ||||||||||||||||||||||||||
2
3
Jm_lq _lb mrfcp pcacgt_`jcq dpmk _lw asppclr mp dmpkcp mddgacp* bgpcarmp*
/ 0
/34*76/, /.3*56.,
rpsqrcc* icw cknjmwcc* apc_rmp mp dmslbcp* qs`qr_lrg_j amlrpg`srmp* mp 13# amlrpmjjcb clrgrw mp d_kgjw kck`cp md _lw md rfcqc ncpqmlq 4
||||||||| ||
4
LR A MN W
?qqcrq
slbcp qcargml 2736&d'&/''* _lb ncpqmlq bcqapg`cb gl qcargml 2736&a'&1'&@' 5
Lmrcq _lb jm_lq pcacgt_`jc* lcr |||||||||||||||||||||||
5
6
Gltclrmpgcq dmp q_jc mp sqc ||||||||||||||||||||||||||
6
7
Npcn_gb cvnclqcq _lb bcdcppcb af_pecq
||||||||||||||||||
7
/. _ J_lb* `sgjbgleq* _lb cosgnkclr8 amqr mp mrfcp `_qgq, Amknjcrc N_pr TG md Qafcbsjc B |||
3/.*..6, /26*316,
/._
` Jcqq8 _aasksj_rcb bcnpcag_rgml |||||| /.` // Gltcqrkclrq + ns`jgajw rp_bcb qcaspgrgcq |||||||||||||||||||
150*/24, //.a
Gltcqrkclrq + mrfcp qcaspgrgcq, Qcc N_pr GT* jglc // ||||||||||||||
/0
/1
Gltcqrkclrq + npmep_k+pcj_rcb, Qcc N_pr GT* jglc //
| |||||||||||||
/1
/2
|| Glr_leg`jc _qqcrq ||||||||||||||||||||||||||||||
/2
/3
||| Mrfcp _qqcrq, Qcc N_pr GT* jglc // ||||||||||||||||||||||
/4 /5
}}}}} }} Rmr_j _qqcrq, ?bb jglcq / rfpmsef /3 &ksqr cos_j jglc 11' }}}}}}}}}} |||| |||||| ?aamslrq n_w_`jc _lb _aapscb cvnclqcq ||||||||||||||||||
431*40., /4 01*260, /5
/6
||||||| |||||| Ep_lrq n_w_`jc |||||||||||||||||||||||||||||||
/6
/7
|||||||| Bcdcppcb pctclsc ||||||||||||||||||||||||||||||
/7
0.
||||||||| ||| R_v+cvcknr `mlb jg_`gjgrgcq |||||||||||||||||||||||||
0.
0/
Qafcbsjc B |||| || Cqapmu mp asqrmbg_j _aamslr jg_`gjgrw, Amknjcrc N_pr GT md Qafcbsjc B cp* bgpcarmp* Jm_lq _lb mrfcp n_w_`jcq rm _lw asppclr mp dmpkcp mddgacp* bgpcarmp*
0/
00
14/*25.,
//
/0
/3
402*01/, 77/,
j amlrpg`srmp* mp 13# amlrpg`srmp* mp 13 rpsqrcc* icw cknjmwcc* apc_rmp mp dmslbcp* qs`qr_lrg_j amlrpg`srmp* mp 13# ncpqmlq amlrpmjjcb clrgrw mp d_kgjw kck`cp md _lw md rfcqc ncpqmlq
|||||| ||| |||||||||
00
01
_rcb rfgpb n_prgcq rcb rfgpb n_prgcq Qcaspcb kmpre_ecq _lb lmrcq n_w_`jc rm slpcj_rcb rfgpb n_prgcq
|| ||||||
017*444, 01
02
rcb rfgpb n_prgcq rfgpb n_prgcq |||||||| ||| Slqcaspcb lmrcq _lb jm_lq n_w_`jc rm slpcj_rcb rfgpb n_prgcq
02
03
v* n_w_`jcq rm pcj_rcb rf q rm pcj_ Mrfcp jg_`gjgrgcq &glajsbgle dcbcp_j glamkc r_v* n_w_`jcq rm pcj_rcb rfgpb
GC
Jg_`gjgrgcq
3
Jm_lq _lb mrfcp pcacgt_`jcq dpmk mrfcp bgqos_jgdgcb ncpqmlq &_q bcdglcb
0/.*62/,
ml jglcq /5+02', Amk ml jglcq /5+02', Amknjcr n_prgcq* _lb mrfcp jg_`gjgrgcq lmr glajsbcb ml jglcq /5+02', Amknjcrc N_pr V
Lcr ?qqcrq mp Dslb @_j_lacq
AJ
|||||||||||| ||||||||| md Qafcbsjc B ||||||||||||||||||||||||||||||| 04
ef 03 }}}}}}}}}}}}}}}}}} e }}}}}}}} }}}} Rmr_j jg_`gjgrgcq, ?bb jglcq /5 rfpmsef 03 Mpe_lgx_rgmlq rf_r dmjjmu D?Q@ ?QA 736* afcai fcpc @ ?QA 736* afcai fcpc ?QA 736* afca
V
03
041*/26, 04
0//*610, 2/0*177,
05
_lb 11, b 11, _lb amknjcrc jglcq 05* 06* 10* _lb 11, ||| |||||| Lcr _qqcrq ugrfmsr bmlmp pcqrpgargmlq ||||||||||||||||||||
17.*250, 05
06
||| Lcr _qqcrq ugrf bmlmp pcqrpgargmlq ||||||||||||||||||||||
06
Mpe_lgx_rgmlq rf_r bm lmr dmjjmu D?Q@ ?QA 736* afcai fcpc 7
07
_lb amknjcrc jglcq 07 rfpmsef 11, A_ngr_j qrmai mp rpsqr npglagn_j* mp asppclr dslbq |||||||||||||||
07
1.
N_gb+gl mp a_ngr_j qspnjsq* mp j_lb* `sgjbgle* mp cosgnkclr dslb ||||||||
1.
1/
Pcr_glcb c_plgleq* clbmukclr* _aasksj_rcb glamkc* mp mrfcp dslbq
10
Rmr_j lcr _qqcrq mp dslb `_j_lacq ||||||||||||||||||||||
11
Rmr_j jg_`gjgrgcq _lb lcr _qqcrq-dslb `_j_lacq
210.// /0+/.+02
||||
}}}}}}}}}}}}}}}}
1/
17.*250, 10 431*40., 11
2/0*177, 402*01/, Dmpk 77. &0.02'
// /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, N_pr VG Pcamlagjg_rgml md Lcr ?qqcrq
Dmpk 77. &0.02'
37+10452.6
N_ec /0
Afcai gd Qafcbsjc M amlr_glq _ pcqnmlqc mp lmrc rm _lw jglc gl rfgq N_pr VG }}}}}}}}}}}}}}}}}}}}}}}}}}}} /
Rmr_j pctclsc &ksqr cos_j N_pr TGGG* amjskl &?'* jglc /0' ||||||||||||||||||||||||||
/
0
Rmr_j cvnclqcq &ksqr cos_j N_pr GV* amjskl &?'* jglc 03' ||||||||||||||||||||||||||
0
1
Pctclsc jcqq cvnclqcq, Qs`rp_ar jglc 0 dpmk jglc /
||||||||||||||||||||||||||||
1
2
Lcr _qqcrq mp dslb `_j_lacq _r `cegllgle md wc_p &ksqr cos_j N_pr V* jglc 10* amjskl &?'' ||||||||||
2
3
Lcr slpc_jgxcb e_glq &jmqqcq' ml gltcqrkclrq
3
4
Bml_rcb qcptgacq _lb sqc md d_agjgrgcq |||||||||||||||||||||||||||||||||||
4
5
Gltcqrkclr cvnclqcq |||||||||||||||||||||||||||||||||||||||||||
5
6
Npgmp ncpgmb _bhsqrkclrq |||||||||||||||||||||||||||||||||||||||||
6
7
Mrfcp af_lecq gl lcr _qqcrq mp dslb `_j_lacq &cvnj_gl ml Qafcbsjc M'
7
/.
Lcr _qqcrq mp dslb `_j_lacq _r clb md wc_p, Amk`glc jglcq 1 rfpmsef 7 &ksqr cos_j N_pr V* jglc 10*
|||||||||||||||||||||||||||||||
A MN W
||||||||||||||||||
}} amjskl &@'' }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
N_pr VGG Dgl_lag_j Qr_rckclrq _lb Pcnmprgle
Afcai gd Qafcbsjc M amlr_glq _ pcqnmlqc mp lmrc rm _lw jglc gl rfgq N_pr VGG /
?aamslrgle kcrfmb sqcb rm npcn_pc rfc Dmpk 77.8
V A_qf
/.
/65*/62, 006*01/, +2/*.25, 17.*250,
40*752, ., 2/0*177,
}}}}}} }}}}}}}}}}} }}}}}}}}}}}}}}}}}}}}}}}}}}} Wcq Lm
?aaps_j Mrfcpp
cvnj_gl ml Qafcbsjc M, nj_gl ml Qafcb Gd rfc mpe_lgx_rgml af_lecb grq kcrfmb md _aamslrgle dpmk _ npgmp wc_p mp afcaicb Mrfcp* cvnj_gl ml Qafcbsjc M,
amslr_lr= r_lr= ||||| || |||||||||||| 0 _ Ucpc rfc mpe_lgx_rgml%q dgl_lag_j qr_rckclrq amkngjcb mp pctgcucb `w _l glbcnclbclr _aamslr_lr= cpc amkngjcb mp pctg cpc amkngjcb mp pctgcucb Gd Wcq* afcai _ `mv `cjmu rm glbga_rc ufcrfcp rfc dgl_lag_j qr_rckclrq dmp rfc wc_p ucpc amkngjcb mp pctgcucb ml _ qcn_p_rc `_qgq* amlqmjgb_rcb `_qgq* mp `mrf8
Qcn_p_rc `_qgq
Amlqmjgb_rcb `_qgq
amlqmjgb_rcb `_qgq* mp `mrf8
V
0`
V
lqmjgb_rcb _lb qcn_p_rc qmjgb_rcb _lb @mrf amlqmjgb_rcb _lb qcn_p_rc `_qgq
AJ GC LR
Amlqmjgb_rcb `_qgq
0_
_lb qcn_p_rc `_qgq b qcn_p_rc `_qg @mrf amlqmjgb_rcb _lb qcn_p_rc `_qgq
lr_lr= ||||||| ||||| ||||||||||||||||||| ` Ucpc rfc mpe_lgx_rgml%q dgl_lag_j qr_rckclrq _sbgrcb `w _l glbcnclbclr _aamslr_lr= fc wc fc wc_p ucpc _sbgrcb ml Gd Wcq* afcai _ `mv `cjmu rm glbga_rc ufcrfcp rfc dgl_lag_j qr_rckclrq dmp rfc wc_p ucpc _sbgrcb ml _ qcn_p_rc `_qgq*
Qcn_p_rc `_qgq
_qqskcq pcqnmlqg _qqskcq pcqnmlqg`gjgrw a Gd Wcq rm jglc 0_ mp 0`* bmcq rfc mpe_lgx_rgml f_tc _ amkkgrrcc rf_r _qqskcq pcqnmlqg`gjgrw dmp mtcpqgefr md rfc _sbgr* l glbcnclbclr _aamslr_ cnclbcl pctgcu* mp amkngj_rgml md grq dgl_lag_j qr_rckclrq _lb qcjcargml md _l glbcnclbclr _aamslr_lr= |||||||||||||||
0a
gml npmacqq bspgle rfc r ml npmacqq bspgle Gd rfc mpe_lgx_rgml af_lecb cgrfcp grq mtcpqgefr npmacqq mp qcjcargml npmacqq bspgle rfc r_v wc_p* cvnj_gl ml Qafcbsjc M, m slbcpem _l m slbcpem _l _sbgr mp _s 1 _ ?q _ pcqsjr md _ dcbcp_j _u_pb* u_q rfc mpe_lgx_rgml pcosgpcb rm slbcpem _l _sbgr mp _sbgrq _q qcr dmprf gl rfc ||||||||| |||||||||||| Slgdmpk Esgb_lac* 0 A,D,P, N_pr 0..* Qs`n_pr D= ||||||||||||||||||||||||||||||||||||| mp _sbgrq= Gd rfc mp mp _sbgrq= Gd rfc mpe_lgx_ ` Gd Wcq* bgb rfc mpe_lgx_rgml slbcpem rfc pcosgpcb _sbgr mp _sbgrq= Gd rfc mpe_lgx_rgml bgb lmr slbcpem rfc pcosgpcb _sbgr w qrcnq w n r_icl rm sl slbcpem mp _sbgrq* cvnj_gl ufw ml Qafcbsjc M _lb bcqapg`c _lw qrcnq r_icl rm slbcpem qsaf _sbgrq }}}}}}}}}}}}}}}}
210./0 /0+/.+02
1_
V
1` Dmpk 77. &0.02'
/0 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
QAFCBSJC ? &Dmpk 77.' Bcn_prkclr md rfc Rpc_qspw Glrcpl_j Pctclsc Qcptgac
L_kc md rfc mpe_lgx_rgml
MK@ Lm, /323+..25
Ns`jga Af_pgrw Qr_rsq _lb Ns`jga Qsnnmpr
Amknjcrc gd rfc mpe_lgx_rgml gq _ qcargml 3./&a'&1' mpe_lgx_rgml mp _ qcargml 2725&_'&/' lmlcvcknr af_pgr_`jc rpsqr, ?rr_af rm Dmpk 77. mp Dmpk 77.+CX, Em rm uuu,gpq,emt-Dmpk77. dmp glqrpsargmlq _lb rfc j_rcqr gldmpk_rgml,
0.02
Mncl rm Ns`jga Glqncargml Cknjmwcp gbclrgdga_rgml lsk`cp
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, Pc_qml dmp Ns`jga Af_pgrw Qr_rsq, &?jj mpe_lgx_rgmlq ksqr amknjcrc rfgq n_pr,' Qcc glqrpsargmlq,
N_pr G
37+10452.6
Rfc mpe_lgx_rgml gq lmr _ npgt_rc dmslb_rgml `ca_sqc gr gq8 &Dmp jglcq / rfpmsef /0* afcai mljw mlc `mv,' / ? afspaf* amltclrgml md afspafcq* mp _qqmag_rgml md afspafcq bcqapg`cb gl qcargml /5.&`'&/'&?'&g', 0 ? qafmmj bcqapg`cb gl qcargml /5.&`'&/'&?'&gg', &?rr_af Qafcbsjc C &Dmpk 77.','
1 ? fmqngr_j mp _ ammncp_rgtc fmqngr_j qcptgac mpe_lgx_rgml bcqapg`cb gl qcargml /5.&`'&/'&?'&ggg', Cl Clrcp rfc ?'&ggg', ', Clrcp rfc fmqngr_j%q l_kc* 2 ? kcbga_j pcqc_paf mpe_lgx_rgml mncp_rcb gl amlhslargml ugrf _ fmqngr_j bcqapg`cb gl qcargml /5.&`'&/'&?'&ggg',
A MN W
agrw* _lb qr_rc8
clr_j slgr bcqapg`cb clr_j slgr bcqapg`cb gl 3 ?l mpe_lgx_rgml mncp_rcb dmp rfc `clcdgr md _ amjjcec mp slgtcpqgrw mulcb mp mncp_rcb `w _ emtcplkclr_j slgr bcqapg`cb gl qcargml /5.&`'&/'&?'>', &Amknjcrc N_pr GG,'
4 ? dcbcp_j* qr_rc* mp jma_j emtcplkclr mp emtcplkclr_j slgr bcqapg`cb gl qcargml /5.&`'&/'&?'&t', ', slgr mp dpmk rfc slgr mp dpmk rfc eclcp_j 5 ?l mpe_lgx_rgml rf_r lmpk_jjw pcacgtcq _ qs`qr_lrg_j n_pr md grq qsnnmpr dpmk _ emtcplkclr_j slgr mp dpmk rfc eclcp_j ns`jga bcqapg`cb gl qcargml /5.&`'&/'&?'&tg', &Amknjcrc N_pr GG,' 6 ? amkkslgrw rpsqr bcqapg`cb gl qcargml /5.&`'&/'&?'&tg', &Amknjcrc N_pr GG,' gl amlhslargml ugrf _ j_ mlhslargml ugrf 7 ?l _epgasjrsp_j pcqc_paf mpe_lgx_rgml bcqapg`cb gl qcargml /5.&`'&/'&?'&gv' mncp_rcb gl amlhslargml ugrf _ j_lb+ep_lr amjjcec mp slgtcpqgrw mp _ lml+j_lb+ep_lr amjjcec md _epgasjrspc &qcc glqrpsargmlq', Clrcp rfc l_kc* agrw* _lb qr_rc md rfc amjjcec mp l_kc* agrw* _lb qr_r l_kc* agrw* _lb qr_rc md slgtcpqgrw8
V ?l mpe_lgx_rgml rf_r lmpk_jjw pcacgtcq &/' kmpc rf_l 11 /-1# md grq qsnnmpr dpmk amlrpg`srgmlq* kck`cpqfgn dccq* _lb epmqq pcacgnrq dpmk /. pmk amlrpg`srgmlq* kck amlrpg`srgmlq* _argtgrgcq pcj_rcb rm grq cvcknr dslargmlq* qs`hcar rm acpr_gl cvacnrgmlq9 _lb &0' lm kmpc rf_l 11 /-1# md grq qsnnmpr dpmk epmqq gltcqrkclr b &0' lm kmpc rf_l 11 /kmpc rf_l 1 glamkc _lb slpcj_rcb `sqglcqq r_v_`jc glamkc &jcqq qcargml 3// r_v' dpmk `sqglcqqcq _aosgpcb `w rfc mpe_lgx_rgml _drcp Hslc 1.* /753, mk `s mk `sqglcqqcq _aosgpcb
LR
Qcc qcargml 3.7&_'&0', &Amknjcrc N_pr GGG,' jga q_dcrw, Qcc ga q_dcrw, Qcc qcargml 3.7&_'&2', // ?l mpe_lgx_rgml mpe_lgxcb _lb mncp_rcb cvajsqgtcjw rm rcqr dmp ns`jga q_dcrw, Qcc qcargml cdgr md* rm ncpdmpk rfc dsl dgr md* rm ncpdmpk rf /0 ?l mpe_lgx_rgml mpe_lgxcb _lb mncp_rcb cvajsqgtcjw dmp rfc `clcdgr md* rm ncpdmpk rfc dslargmlq md* mp rm a_ppw msr rfc nspnmqcq md mlc mp kmpc ns`jgajw qsnnmprcb mpe_lgx_rgmlq bcqapg`cb gl qcargml 3.7&_'&/' , Qcc qcargml 3.7&_'&1', Afcai rfc `mv ml mp qcargml 3.7&_'&0' 3.7&_'&/' &/' mp qc qcargml 3.7 jglcq /0_ rfpmsef /0b rf_r bcqapg`cq rfc rwnc md qsnnmprgle mpe_lgx_rgml _lb amknjcrc jglcq /0c* /0d* _lb /0e, e mpe_lgx_rgml _lb amkn mpe_lgx_rgml _lb
_
b* mp amlrpmjjc b* mp amlrpmjjcb `w grq qs Rwnc G, ? qsnnmprgle mpe_lgx_rgml mncp_rcb* qsncptgqcb* mp amlrpmjjcb `w grq qsnnmprcb mpe_lgx_rgml&q'* rwnga_jjw `w egtgle rfc qsnnmprcb mpe_lgx_rgml&q' rfc nmucp rm pcesj_pjw _nnmglr mp cjcar _ k_hmpgrw md rfc bgpcarmpq mp rpsqrccq md rfc qsnnmprgle _nnmglr mp cjcar _ _nnmglr mp cjcar _ k_hmp
`
mp amlrpmjjcb gl amll mp amlrpmjjcb gl amllcargm Rwnc GG, ? qsnnmprgle mpe_lgx_rgml qsncptgqcb mp amlrpmjjcb gl amllcargml ugrf grq qsnnmprcb mpe_lgx_rgml&q'* `w f_tgle amlrpmj mp k_l_eckclr md rfc qsnnmprgle mpe_lgx_rgml tcqrcb gl rfc q_kc ncpqmlq rf_r amlrpmj mp k_l_ec rfc qsnnmprcb e_lgx_rgml tcqrcb gl rfc gx_rgml tcqrcb gl
a
b
nmprgle mpe_lgx_rgm nmprgle mpe_lgx_rgml mnc Rwnc GGG dslargml_jjw glrcep_rcb, ? qsnnmprgle mpe_lgx_rgml mncp_rcb gl amllcargml ugrf* _lb dslargml_jjw glrcep_rcb ugrf* grq qsnnmprcb mpe_lgx_rgml&q' &qcc glqrpsargmlq', rpsargmlq', sargmlq', Wms ksqr amknjcrc N_pr GT* Qcargmlq ?* B* _lb C, Wms ks Wms ksqr am
c
GC
mpe_lgx_rgml, Wms ksqr amknjcrc N_pr GT* Qcargmlq ? _lb @, mlq ? _lb @, lq ? _lb @
AJ
mpe_lgx_rgml&q', Wms ksqr amknjcrc N_pr GT* Qcargmlq ? _lb A, GT* Qcargmlq ? _lb A, lq ? _l
? qsnnmprgle m ? qsnnmprgle mpe_l Rwnc GGG lml+dslargml_jjw glrcep_rcb, cb, ? qsnnmprgle mpe_lgx_rgml mncp_rcb gl amllcargml ugrf grq qsnnmprcb mpe_lgx_rgml&q' rf_r gq lmr dslargml_jjw glrcep_rcb, Rfc mpe_lgx_rgml eclcp_jjw ksqr q_rgqdw _ bgqrpg`srgml pcosgpckclr _lb _l _rrclrgtclcqq b, Rfc mpe_lgx_rgml eclc Rfc mpe_lgx_r pcosgpckclr &qcc glqrpsargmlq', Wms ksqr amknjcrc N_pr GT* Qcargmlq ? _lb B* _lb N_pr T, Wms ksqr amknjcrc N s ksqr amkn Afcai rfgq `mv gd rfc mpe_lgx_rgml pcacgtcb _ upgrrcl bcrcpkgl_rgml dpmk rfc GPQ rf_r gr gq _ Rwnc G* Rwnc GG* Rwnc GGG acgtcb _ u acgtcb _ upgrrc dslargml_jjw glrcep_rcb* mp Rwnc GGG lml+dslargml_jjw glrcep_rcb qsnnmprgle mpe_lgx_rgml, largml_j
d Clrcp rfc lsk`cp md qsnnmprcb mpe_lgx_rgmlq ||||||||||||||||||||||||||||||||||||| e Npmtgbc rfc dmjjmugle gldmpk_rgml _`msr rfc qsnnmprcb mpe_lgx_rgml&q', &g' L_kc md qsnnmprcb mpe_lgx_rgml
&gg' CGL
&ggg' Rwnc md mpe_lgx_rgml &bcqapg`cb ml jglcq /+/. _`mtc &qcc glqrpsargmlq''
>' Gq rfc mpe_lgx_rgml jgqrcb gl wmsp emtcplgle bmaskclr=
Wcq
Rmr_j JF? Dmp N_ncpumpi Pcbsargml ?ar Lmrgac* qcc rfc Glqrpsargmlq dmp Dmpk 77. mp 77.+CX,
Lm
&t' ?kmslr md kmlcr_pw qsnnmpr &qcc glqrpsargmlq'
210.0/ ./+/2+03
&tg' ?kmslr md mrfcp qsnnmpr &qcc glqrpsargmlq'
Qafcbsjc ? &Dmpk 77.' 0.02
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 37+10452.6 Qsnnmpr Qafcbsjc dmp Mpe_lgx_rgmlq Bcqapg`cb gl Qcargmlq /5.&`'&/'&?'>' _lb /5.&`'&/'&?'&tg'
Qafcbsjc ? &Dmpk 77.' 0.02
N_pr GG
N_ec 0
&Amknjcrc mljw gd wms afcaicb rfc `mv ml jglc 3* 5* mp 6 md N_pr G mp gd rfc mpe_lgx_rgml d_gjcb rm os_jgdw slbcp N_pr GGG, Gd rfc mpe_lgx_rgml d_gjq rm os_jgdw slbcp rfc rcqrq jgqrcb `cjmu* njc_qc amknjcrc N_pr GGG,'
Qcargml ?, Ns`jga Qsnnmpr A_jclb_p wc_p &mp dgqa_j wc_p `cegllgle gl' / Egdrq* ep_lrq* amlrpg`srgmlq* _lb kck`cpqfgn dccq pcacgtcb, &Bm lmr glajsbc _lw slsqs_j ep_lrq, ' ||
&_' 0.0.
&`' 0.0/
&_' 0.0.
&`' 0.0/
&a' 0.00
&b' 0.01
&c' 0.02
&d' Rmr_j
1 Rfc t_jsc md qcptgacq mp d_agjgrgcq dsplgqfcb `w _ emtcplkclr_j slgr rm rfc mpe_lgx_rgml ugrfmsr af_pec | 2 Rmr_j, ?bb jglcq / rfpmsef 1 ||| 3 Rfc nmprgml md rmr_j amlrpg`srgmlq `w c_af ncpqml &mrfcp rf_l _ emtcplkclr_j slgr mp ns`jgajw qsnnmprcb mpe_lgx_rgml' glajsbcb ml jglc / rf_r cvaccbq 0# md rfc _kmslr qfmul ml jglc //* amjskl &d' |||||||||||| 4 Ns`jga qsnnmpr, Qs`rp_ar jglc 3 dpmk jglc 2,
Qcargml @, Rmr_j Qsnnmpr
6 Epmqq glamkc dpmk glrcpcqr* bgtgbclbq* n_wkclrq pcacgtcb ml qcaspgrgcq jm_lq* pclrq* pmw_jrgcq*
& ' 0.00 &a' &a'
0 &b' 0.01 &b'
AJ GC LR
A_jclb_p wc_p &mp dgqa_j wc_p `cegllgle gl' 5 ?kmslrq dpmk jglc 2 |||||||
A MN W
0 R_v pctclscq jctgcb dmp rfc mpe_l+ gx_rgml%q `clcdgr _lb cgrfcp n_gb rm mp cvnclbcb ml grq `cf_jd ||||
&c' 0.02
&d' Rmr_j
_lb glamkc dpmk qgkgj_p qmspacq |
7 Lcr glamkc dpmk slpcj_rcb `sqglcqq _argtgrgcq* ufcrfcp mp lmr rfc `sqglcqq gq pcesj_pjw a_ppgcb ml
|
/. Mrfcp glamkc, Bm lmr glajsbc e_gl mp jmqq dpmk rfc q_jc md a_ngr_j
_qqcrq &Cvnj_gl gl N_pr TG,' ||||
// Rmr_j qsnnmpr, ?bb jglcq 5 rfpmsef /. c glqrpsargmlq' glqrpsargmlq /0 Epmqq pcacgnrq dpmk pcj_rcb _argtgrgcq* cra, &qcc glqrpsargmlq'
||||||||||||||||||||||| ||| |
/0
e_lgx_rgml%q dgpqr* qc e_lgx_rgml%q dgpqr* qcamlb /1 Dgpqr 3 wc_pq, Gd rfc Dmpk 77. gq dmp rfc mpe_lgx_rgml%q dgpqr* qcamlb* rfgpb* dmsprf* mp dgdrf r_v wc_p _q _ qcargml 3./&a'&1' }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }} mpe_lgx_rgml* afcai rfgq `mv _lb qrmn fcpc cpc pc }}}}}}}}}
Qsnnmpr Ncpaclr_ snnmpr Ncpa Qcargml A, Amknsr_rgml md Ns`jga Qsnnmpr Ncpaclr_ec
||||||||||| amjskl &d'* amjskl &d'* bgtgb /2 Ns`jga qsnnmpr ncpaclr_ec dmp 0.02 &jglc 4* amjskl &d'* bgtgbcb `w jglc //* amjskl &d'' ||||||||||||||||||||| ?* N_pr G /3 Ns`jga qsnnmpr ncpaclr_ec dpmk 0.01 Qafcbsjc ?* N_pr GG* jglc /2
/2
#
/3
#
/4_ 11 /-1# qsnnmpr rcqr + 0.02, Gd rfc mpe_lgx_rgml bgb lmr afcai rfc `mv ml jglc /1* _lb jglc /2 gq 11 /-1# mp kmpc* afcai rfgq `mv _lb qrmn fcpc, Rfc mpe_lgx_rgml os_jgdgcq _q _ ns`jgajw qsnnmprcb mpe_lgx_rgml |||||||||||||||||||||||||||||||| ` 11 /-1# qsnnmpr rcqr + 0.01, Gd rfc mpe_lgx_rgml bgb lmr afcai _ `mv ml jglc /1 mp /4_* _lb jglc /3 gq 11 /-1# mp kmpc* afcai rfgq `mv _lb qrmn fcpc, Rfc mpe_lgx_rgml os_jgdgcq _q _ ns`jgajw qsnnmprcb mpe_lgx_rgml ||||||||||||||||||||||||||||||
/5_ /.# +d_arq+_lb+agpaskqr_lacq rcqr + 0.02, Gd rfc mpe_lgx_rgml bgb lmr afcai _ `mv ml jglc /1* /4_* mp /4`* _lb jglc /2 gq /.# mp kmpc* _lb gd rfc mpe_lgx_rgml kccrq rfc d_arq+_lb+agpaskqr_lacq rcqr* afcai rfgq `mv _lb qrmn fcpc, Cvnj_gl gl N_pr TG fmu rfc mpe_lgx_rgml kccrq rfc d_arq+_lb+agpaskqr_lacq rcqr, Rfc mpe_lgx_rgml os_jgdgcq _q _ ns`jgajw qsnnmprcb mpe_lgx_rgml
|||||||||||||||||
` /.# +d_arq+_lb+agpaskqr_lacq rcqr + 0.01, Gd rfc mpe_lgx_rgml bgb lmr afcai _ `mv ml jglc /1* /4_* /4`* mp /5_* _lb jglc /3 gq /.# mp kmpc* _lb gd rfc mpe_lgx_rgml kccrq rfc d_arq+_lb+agpaskqr_lacq rcqr* afcai rfgq `mv _lb qrmn fcpc, Cvnj_gl gl N_pr TG fmu rfc mpe_lgx_rgml kccrq rfc d_arq+_lb+agpaskqr_lacq rcqr, Rfc mpe_lgx_rgml os_jgdgcq _q _ ns`jgajw qsnnmprcb mpe_lgx_rgml
|||||||||||
/6 Npgt_rc dmslb_rgml, Gd rfc mpe_lgx_rgml bgb lmr afcai _ `mv ml jglc /1* /4_* /4`* /5_* mp /5`* afcai rfgq `mv _lb qcc glqrpsargmlq }}}}} Qafcbsjc ? &Dmpk 77.' 0.02
210.00 ./+/2+03
/2 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, N_pr GGG Qsnnmpr Qafcbsjc dmp Mpe_lgx_rgmlq Bcqapg`cb gl Qcargml 3.7&_'&0'
37+10452.6 N_ec 1
Qafcbsjc ? &Dmpk 77.' 0.02
&Amknjcrc mljw gd wms afcaicb rfc `mv ml jglc /. md N_pr G mp gd rfc mpe_lgx_rgml d_gjcb rm os_jgdw slbcp N_pr GG, Gd rfc mpe_lgx_rgml d_gjq rm os_jgdw slbcp rfc rcqrq jgqrcb `cjmu* njc_qc amknjcrc N_pr GG,'
Qcargml ?, Ns`jga Qsnnmpr A_jclb_p wc_p &mp dgqa_j wc_p `cegllgle gl' / Egdrq* ep_lrq* amlrpg`srgmlq* _lb kck`cpqfgn dccq pcacgtcb, &Bm lmr glajsbc _lw slsqs_j ep_lrq, ' || 0 Epmqq pcacgnrq dpmk _bkgqqgmlq* kcpaf_lbgqc qmjb mp qcptgacq ncp+ dmpkcb* mp d_agjgrgcq dsplgqfcb gl _lw _argtgrw rf_r gq pcj_rcb rm rfc mpe_lgx_rgml%q r_v+cvcknr nspnmqc
&_' 0.0.
&`' 0.0/
&a' 0.00
&b' 0.01
&c' 0.02
26*.0/, /.0*65/, /.1*2/6, /./*3/.,
&d' Rmr_j
4/*153, 2/5*/73,
356*5.0, 6..*556, 456*.23, 4.7*540, 002*./3, 067/1.0,
AJ GC LR A MN W
1 Epmqq pcacgnrq dpmk _argtgrgcq rf_r _pc lmr _l slpcj_rcb rp_bc mp `sq+ glcqq slbcp qcargml 3/1 ||||| 2 R_v pctclscq jctgcb dmp rfc mpe_l+ gx_rgml%q `clcdgr _lb cgrfcp n_gb rm mp cvnclbcb ml grq `cf_jd ||||
3 Rfc t_jsc md qcptgacq mp d_agjgrgcq dsplgqfcb `w _ emtcplkclr_j slgr rm rfc mpe_lgx_rgml ugrfmsr af_pec |
4 Rmr_j, ?bb jglcq / rfpmsef 3 ||| 5 _ ?kmslrq glajsbcb ml jglcq /* 0* _lb 1 pcacgtcb dpmk bgqos_jgdgcb ncpqmlq ` ?kmslrq glajsbcb ml jglcq 0 _lb 1 pcacgtcb
404*501, 7.1*427, 56/*241, 5//*050, 063*17., 11.6275,
dpmk mrfcp rf_l bgqos_jgdgcb ncpqmlq rf_r cvaccb rfc epc_rcp md "3*... mp /# md rfc _kmslr ml jglc /1 dmp rfc wc_p ||||||
a ?bb jglcq 5_ _lb 5` ||||||| 6 Ns`jga qsnnmpr, &Qs`rp_ar jglc 5a dpmk jglc 4,'
Qcargml @, Rmr_j Qsnnmpr
A_jclb_p wc_p &mp dgqa_j wc_p `cegllgle gl' 7 ?kmslrq dpmk jglc 4 ||||||| /._ Epmqq glamkc dpmk glrcpcqr* bgtgbclbq* n_wkclrq pcacgtcb ml qcaspgrgcq jm_lq* pclrq* pmw_jrgcq* _lb glamkc dpmk qgkgj_p qmspacq |
` Slpcj_rcb `sqglcqq r_v_`jc glamkc &jcqq qcargml 3// r_vcq' dpmk `sqglcqqcq _aosgpcb _drcp Hslc 1.* /753 |||| a ?bb jglcq /._ _lb /.` |||||| // Lcr glamkc dpmk slpcj_rcb `sqglcqq _argtgrgcq lmr glajsbcb ml jglc /.`* ufcrfcp mp lmr rfc `sqglcqq gq pcesj_pjw a_ppgcb ml ||||||| /0 Mrfcp glamkc, Bm lmr glajsbc e_gl mp jmqq dpmk rfc q_jc md a_ngr_j _qqcrq &Cvnj_gl gl N_pr TG,' |||| /1 Rmr_j qsnnmpr, &?bb jglcq 7* /.a* //* _lb /0,'
&_' 0.0.
' 0.0/ &`'
&a' 0.00 &a'
., ., ., 11.6275,
&b' 0.01
&c' 0.02
&d' Rmr_j
404*501, 7.1*427, 56/*241, 5//*050, 063*17., 11.6275, 423,
0*.1.,
20.,
/*435,
4*112,
//*.64,
423,
0*.1.,
20.,
/*435,
4*112,
//*.64,
21*510, /*133, /*/31, /*262, //*..2, 36*506, 45/*/.., 7.5*.12, 561*.14, 5/2*2/1, 1.0*506, 11561//,
/2 Dgpqr 3 wc_pq, Gd rfc Dmpk 77. gq dmp rfc mpe_lgx_rgml%q dgpqr* qcamlb* rfgpb* dmsprf* mp dgdrf r_v wc_p _q _ qcargml 3./&a'&1' mpe_lgx_rgml* afcai rfgq `mv _lb qrmn fcpc }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Qcargml A, Amknsr_rgml md Ns`jga Qsnnmpr Ncpaclr_ec
/3 Ns`jga qsnnmpr ncpaclr_ec dmp 0.02 &jglc 6* amjskl &d'* bgtgbcb `w jglc /1* amjskl &d'' ||||||||||| /4 Ns`jga qsnnmpr ncpaclr_ec dpmk 0.01 Qafcbsjc ?* N_pr GGG* jglc /3 }}}}}}}}}}}}}}}}}}}}
/3
/5 Gltcqrkclr glamkc ncpaclr_ec dmp 0.02 &jglc /.a* amjskl &d'* bgtgbcb `w jglc /1* amjskl &d'' |||||||| /6 Gltcqrkclr glamkc ncpaclr_ec dpmk 0.01 Qafcbsjc ?* N_pr GGG* jglc /5 ||||||||||||||||||
/5
Qcargml B, Amknsr_rgml md Gltcqrkclr Glamkc Ncpaclr_ec
/4
75,71 75,64
#
,11 ,/2
#
/6 /7 _ 11 /-1# qsnnmpr rcqrq + 0.02, Gd rfc mpe_lgx_rgml bgb lmr afcai rfc `mv ml jglc /2* _lb jglc /3 gq kmpc rf_l 11 /-1#* _lb jglc /5 gq lmr kmpc rf_l 11 /-1#* afcai rfgq `mv _lb qrmn fcpc, Rfc mpe_lgx_rgml os_jgdgcq _q _ ns`jgajw qsnnmprcb mpe_lgx_rgml
#
#
V ||||||||||||
` 11 /-1# qsnnmpr rcqrq + 0.01, Gd rfc mpe_lgx_rgml bgb lmr afcai _ `mv ml jglc /2 mp jglc /7_* _lb jglc /4 gq kmpc rf_l 11 /-1#* _lb jglc /6 gq lmr kmpc rf_l 11 /-1#* afcai rfgq `mv _lb qrmn fcpc, Rfc mpe_lgx_rgml os_jgdgcq _q _ ns`jgajw qsnnmprcb mpe_lgx_rgml ||||||
0. Npgt_rc dmslb_rgml, Gd rfc mpe_lgx_rgml bgb lmr afcai _ `mv ml jglc /2* /7_* mp /7`* afcai rfgq `mv _lb qcc glqrpsargmlq }}}}}}}}}} 210.01 ./+/2+03
Qafcbsjc ? &Dmpk 77.' 0.02
/3 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, Qsnnmprgle Mpe_lgx_rgmlq
Qafcbsjc ? &Dmpk 77.' 0.02
N_pr GT
37+10452.6 N_ec 2
&Amknjcrc mljw gd wms afcaicb _ `mv ml jglc /0 md N_pr G, Gd wms afcaicb `mv /0_* N_pr G* amknjcrc Qcargmlq ? _lb @, Gd wms afcaicb `mv /0`* N_pr G* amknjcrc Qcargmlq ? _lb A, Gd wms afcaicb `mv /0a* N_pr G* amknjcrc Qcargmlq ?* B* _lb C, Gd wms afcaicb `mv /0b* N_pr G* amknjcrc Qcargmlq ? _lb B* _lb amknjcrc N_pr T,'
Qcargml ?, ?jj Qsnnmprgle Mpe_lgx_rgmlq Wcq /
]f[mm il joljim_& ^_m]lc\_ nb_ ^_mcah[ncih( C` bcmnilc] [h^ ]ihnchocha l_f[ncihmbcj& _rjf[ch( 0
Lm
?pc _jj md rfc mpe_lgx_rgml%q qsnnmprcb mpe_lgx_rgmlq jgqrcb `w l_kc gl rfc mpe_lgx_rgml%q emtcplgle bmaskclrq= C` Hi& ^_m]lc\_ ch N_pr TG biq nb_ mojjiln_^ ila[hct[ncihm [l_ ^_mcah[n_^( C` ^_mcah[n_^ \s /
Bgb rfc mpe_lgx_rgml f_tc _lw qsnnmprcb mpe_lgx_rgml rf_r bmcq lmr f_tc _l GPQ bcrcpkgl_rgml md qr_rsq slbcp qcargml 3.7&_'&/' mp &0'= C` S_m& _rjf[ch ch N_pr TG biq nb_ ila[hct[ncih ^_n_lgch_^ nb[n nb_ mojjiln_^ ila[hct[ncih q[m ^_m]lc\_^ ch m_]ncih /*3"[#"+# il ",#(
0 1_
&4' _lb ` Bgb rfc mpe_lgx_rgml amldgpk rf_r c_af qsnnmprcb mpe_lgx_rgml os_jgdgcb slbcp qcargml 3./&a'&2'* &3'* mp &4' _lb iq nb_ q nb_ q_rgqdgcb rfc ns`jga qsnnmpr rcqrq slbcp qcargml 3.7&_'&0'= C` S_m& ^_m]lc\_ ch N_pr TG qb_h [h^ biq nb_ ila[hct[ncih g[^_ nb_ ^_n_lgch[ncih(
1`
MN W
q_l 1_ Bgb rfc mpe_lgx_rgml f_tc _ qsnnmprcb mpe_lgx_rgml bcqapg`cb gl qcargml 3./&a'&2'* &3'* mp &4'= C` S_m& [hmq_l fch_m -\ [h^ -] \_fiq(
argml /5.&a'&0'&@' rgml /5.&a'&0'&@' a Bgb rfc mpe_lgx_rgml clqspc rf_r _jj qsnnmpr rm qsaf mpe_lgx_rgmlq u_q sqcb cvajsqgtcjw dmp qcargml /5.&a'&0'&@' mo]b om_( ]b o nspnmqcq= C` S_m& _rjf[ch ch N_pr TG qb[n ]ihnlifm nb_ ila[hct[ncih jon ch jf[]_ ni _hmol_ mo]b om_( pe_lgx_rgml x_rgml '= C` 2_ U_q _lw qsnnmprcb mpe_lgx_rgml lmr mpe_lgxcb gl rfc Slgrcb Qr_rcq & dmpcgel qsnnmprcb mpe_lgx_rgml S_m& [h^ c` sio ]b_]e_^ \ir +,[ il +,\ ch J[ln C& [hmq_l fch_m .\ [h^ .] \_fiq(
A
ic ep_lrq rm rfc dmpcgel c ep_lrq rm rfc ` Bgb rfc mpe_lgx_rgml f_tc sjrgk_rc amlrpmj _lb bgqapcrgml gl bcagbgle ufcrfcp rm k_ic ep_lrq rm rfc dmpcgel ]b ]ihnlif [h^ ^cm]l_ncih ]ihnlif [h^ ^cm] qsnnmprcb mpe_lgx_rgml= C` S_m& ^_m]lc\_ ch N_pr TG biq nb_ ila[hct[ncih b[^ mo]b ]ihnlif [h^ ^cm]l_ncih a[hct[ncihm( ihm( ^_mjcn_ \_cha ]ihnliff_^ il moj_lpcm_^ \s il ch ]ihh_]ncih qcnb cnm mojjiln_^ ila[hct[ncihm(
1a 2_
2`
joljim_m(
LR
mr f_t mr f_tc _l GPQ bcrcpkgl_ a Bgb rfc mpe_lgx_rgml qsnnmpr _lw dmpcgel qsnnmprcb mpe_lgx_rgml rf_r bmcq lmr f_tc _l GPQ bcrcpkgl_rgml qb[n ]ihnlifm nb_ ila[hct[ b[n ]ih slbcp qcargmlq 3./&a'&1' _lb 3.7&_'&/' mp &0'= C` S_m& _rjf[ch ch N_pr TG qb[n ]ihnlifm nb_ ila[hct[ncih om_^ ^ _r]fomcp_fs `il m_]ncih _r]fomcp_fs `i ni _hmol_ nb[n [ff mojjiln ni nb_ `il_cah mojjiln_^ ila[hct[ncih q[m om_^ _r]fomcp_fs `il m_]ncih +1*"]#",#"<# 2a
C` S_m& _lgx_rgmlq bspgle rfc r_v gmlq bsp 3_ Bgb rfc mpe_lgx_rgml _bb* qs`qrgrsrc* mp pckmtc _lw qsnnmprcb mpe_lgx_rgmlq bspgle rfc r_v wc_p= ch N_pr ch]fo^ch ch]fo^cha "c# n [hmq_l fch_m /\ [h^ /] \_fiq "c` [jjfc][\f_#( ;fmi& jlipc^_ ^_n[cf ch ch]fo^cha "c# nb_ h[g_m [h^ ?CH N_pr TG* TG* l l_gip_^5 "cc# l l_gip_^5 "cc# nb_ l_[mih hog\_lm i` nb_ mojjiln_^ ila[hct[ncihm [^^_^& mo\mncnon_^& il l_gip_^5 "cc# nb_ l_[mihm `il _[]b mo]b []ncih5 _hn [onbilctcha mo]b _hn [onbilctcha mo]b []nc "ccc# nb_ [onbilcns oh^_l nb_ ila[hct[ncih!m ila[hctcha ^i]og_hn [onbilctcha mo]b []ncih5 [h^ "cp# biq nb_ []ncih
GC
tcha ^i]og_hn#( ha ^i]og_hn#( q[m []]igjfcmb_^ "mo]b [m \s [g_h^g_hn ni nb_ ila[hctcha ^i]og_hn#(
qsnnmprcb mpe_lgx_ qsnnmprcb mpe_lgx_rgml ` Rwnc G mp Rwnc GG mljw, U_q _lw _bbcb mp qs`qrgrsrcb qsnnmprcb mpe_lgx_rgml n_pr md _ aj_qq _jpc_bw lr= bcqgel_rcb gl rfc mpe_lgx_rgml%q mpe_lgxgle bmaskclr= sjr md _l ctclr `cwmlb rf tclr `cw a Qs`qrgrsrgmlq mljw, U_q rfc qs`qrgrsrgml rfc pcqsjr md _l ctclr `cwmlb rfc mpe_lgx_rgml%q amlrpmj= gl rfc dmpk md ep_lrq mp r l rfc dmpk md ep_lr 4 Bgb rfc mpe_lgx_rgml npmtgbc qsnnmpr &ufcrfcp gl rfc dmpk md ep_lrq mp rfc npmtgqgml md qcptgacq mp d_agjgrgcq' rm
3_ 3` 3a
AJ
rgmlq* &gg' glbgtgbs_jq rf_r lq* &gg' glbgtgbs_jq _lwmlc mrfcp rf_l &g' grq qsnnmprcb mpe_lgx_rgmlq* &gg' glbgtgbs_jq rf_r _pc n_pr md rfc af_pgr_`jc aj_qq mpe_lgx_rgmlq* mp &g mpe_lgx_rgmlq* mp &ggg' mrf `clcdgrcb `w mlc mp kmpc md grq qsnnmprcb mpe_lgx_rgmlq* mp &ggg' mrfcp qsnnmprgle mpe_lgx_rgmlq rf_r _jqm C` S_m& jlipc^_ ^_n[cf ch jgle mpe_lgx_rgml%q qsnnm e mpe_lgx_rgml qsnnmpr mp `clcdgr mlc mp kmpc md rfc dgjgle mpe_lgx_rgml%q qsnnmprcb mpe_lgx_rgmlq= 5
N_pr TG, amknclq_r amknclq_rgml* Bgb rfc mpe_lgx_rgml npmtgbc _ ep_lr* jm_l* amknclq_rgml* mp mrfcp qgkgj_p n_wkclr rm _ qs`qr_lrg_j amlrpg`srmp
4
k`cp md &_q bcdglcb gl qcargml 2736&a'&1'&A''* _ d_kgjw kck`cp md _ qs`qr_lrg_j amlrpg`srmp* mp _ 13# amlrpmjjcb clrgrw ugrf pce_pb rm _ qs`qr_lrg_j amlrpg`srmp= C` S_m& ]igjf_n_ J[ln C i` M]b_^of_ F "@ilg 33*#(
5
Bgb rfc mpe_lgx_rgml k_ic _ jm_l rm _ bgqos_jgdgcb ncpqml &_q bcdglcb gl qcargml 2736' lmr bcqapg`cb ml jglc 5= C` S_m& ]igjf_n_ J[ln C i` M]b_^of_ F "@ilg 33*#(
6
7_ U_q rfc mpe_lgx_rgml amlrpmjjcb bgpcarjw mp glbgpcarjw _r _lw rgkc bspgle rfc r_v wc_p `w mlc mp kmpc bgqos_jgdgcb ncpqmlq* _q bcdglcb gl qcargml 2724 &mrfcp rf_l dmslb_rgml k_l_ecpq _lb mpe_lgx_rgmlq bcqapg`cb gl qcargml 3.7&_'&/' mp &0''= C` S_m& jlipc^_ ^_n[cf ch N_pr TG,
7_
` Bgb mlc mp kmpc bgqos_jgdgcb ncpqmlq &_q bcdglcb ml jglc 7_' fmjb _ amlrpmjjgle glrcpcqr gl _lw clrgrw gl ufgaf rfc qsnnmprgle mpe_lgx_rgml f_b _l glrcpcqr= C` S_m& jlipc^_ ^_n[cf ch N_pr TG,
7`
a Bgb _ bgqos_jgdgcb ncpqml &_q bcdglcb ml jglc 7_' f_tc _l mulcpqfgn glrcpcqr gl* mp bcpgtc _lw ncpqml_j `clcdgr dpmk* _qqcrq gl ufgaf rfc qsnnmprgle mpe_lgx_rgml _jqm f_b _l glrcpcqr= C` S_m& jlipc^_ ^_n[cf ch N_pr TG,
7a
6
/._ U_q rfc mpe_lgx_rgml qs`hcar rm rfc cvacqq `sqglcqq fmjbgleq psjcq md qcargml 2721 `ca_sqc md qcargml 2721&d' &pce_pbgle acpr_gl Rwnc GG qsnnmprgle mpe_lgx_rgmlq* _lb _jj Rwnc GGG lml+dslargml_jjw glrcep_rcb qsnnmprgle mpe_lgx_rgmlq'= C` S_m& [hmq_l fch_ +*\ \_fiq( ` Bgb rfc mpe_lgx_rgml f_tc _lw cvacqq `sqglcqq fmjbgleq gl rfc r_v wc_p= "Om_ M]b_^of_ =& @ilg .1,*& ni ^_n_lgch_ qb_nb_l nb_ ila[hct[ncih b[^ _r]_mm \omch_mm bif^cham(# 210.02 ./+/2+03
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S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, Qsnnmprgle Mpe_lgx_rgmlq "]ihncho_^#
Qafcbsjc ? &Dmpk 77.' 0.02
N_pr GT //
37+10452.6 N_ec 3
_ ? ncpqml ufm bgpcarjw mp glbgpcarjw amlrpmjq* cgrfcp _jmlc mp rmecrfcp ugrf ncpqmlq bcqapg`cb ml jglcq //` _lb //a `cjmu* rfc emtcplgle `mbw md _ qsnnmprcb mpe_lgx_rgml= ` ? d_kgjw kck`cp md _ ncpqml bcqapg`cb ml jglc //_ _`mtc= a ? 13# amlrpmjjcb clrgrw md _ ncpqml bcqapg`cb ml jglc //_ mp //` _`mtc= C` S_m ni fch_ ++[& ++\& il ++]& jlipc^_ ^_n[cf ch N_pr TG,
Lm
Wcq
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Wcq
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//a
n md mlc m md m Bgb rfc emtcplgle `mbw* kck`cpq md rfc emtcplgle `mbw* mddgacpq _argle gl rfcgp mddgag_j a_n_agrw* mp kck`cpqfgn md mlc mp ml%q mddgacpq* mddga kmpc qsnnmprcb mpe_lgx_rgmlq f_tc rfc nmucp rm pcesj_pjw _nnmglr mp cjcar _r jc_qr _ k_hmpgrw md rfc mpe_lgx_rgml%q mddgacpq* t[ncih"m# bgpcarmpq* mp rpsqrccq _r _jj rgkcq bspgle rfc r_v wc_p= C` Hi& ^_m]lc\_ ch N_pr TG biq nb_ mojjiln_^ ila[hct[ncih"m# _``_]ncp_fs ij_l[n_^& moj_lpcm_^& il ]ihnliff_^ nb_ ila[hct[ncih!m []ncpcnc_m( C` nb_ ila[hct[ncih b[^ gil_ nb[h ih_ mojjiln_^ h ih_ mojjiln_^ ih_ mojjiln_^ ila[hct[ncih& ^_m]lc\_ biq nb_ jiq_lm ni [jjichn [h^)il l_gip_ i``c]_lm& ^cl_]nilm& il nlomn__m q_l_ [ffi][n_^ [giha nb_ ][n_^ [giha nb_ mojjiln_^ ila[hct[ncihm [h^ qb[n ]ih^cncihm il l_mnlc]ncihm& c` [hs& [jjfc_^ ni mo]b jiq_lm ^olcha nb_ n[r s_[l( n[r s_[l( [r s_[l(
0
Bgb rfc mpe_lgx_rgml mncp_rc dmp rfc `clcdgr md _lw qsnnmprcb mpe_lgx_rgml mrfcp rf_l rfc qsnnmprcb rjf[ch ch jf[ch ch mpe_lgx_rgml&q' rf_r mncp_rcb* qsncptgqcb* mp amlrpmjjcb rfc qsnnmprgle mpe_lgx_rgml= C` S_m& _rjf[ch ch
A MN
W
/
b[n ij_l[n_^& [n ij_l[n_^& N_pr TG biq jlipc^cha mo]b \_h_`cn ][llc_^ ion nb_ joljim_m i` nb_ mojjiln_^ ila[hct[ncih"m# nb[n ij_l[n_^& moj_lpcm_^& il ]ihnliff_^ nb_ mojjilncha ila[hct[ncih(
Qcargml A, Rwnc GG Qsnnmprgle Mpe_lgx_rgmlq
//_ //`
Qcargml @, Rwnc G Qsnnmprgle Mpe_lgx_rgmlq
/
Wcq F_q rfc mpe_lgx_rgml _aacnrcb _ egdr mp amlrpg`srgml dpmk _lw md rfc dmjjmugle ncpqmlq=
/
0
k_hmpgrw md rfc b k_hmpgrw md rfc bgpcarmpq Ucpc _ k_hmpgrw md rfc mpe_lgx_rgml%q bgpcarmpq mp rpsqrccq bspgle rfc r_v wc_p _jqm _ k_hmpgrw md rfc bgpcarmpq biq ]ihnlif lc\_ ch ch N_pr TG biq mp rpsqrccq md c_af md rfc mpe_lgx_rgml%q qsnnmprcb mpe_lgx_rgml&q'= C` Hi& ^_m]lc\_ ch N_ N_pr TG biq ]ihn il g[h[a_g_hn i` nb_ mojjilncha ila[hct[ncih q[m p_mn_^ ch nb_ m[g_ j_lmihm nb[n ]ihnliff_^ il g[h[a_^ nb[n ]ihnliff_^ il g[h[a nliff_^ il g nb_ mojjiln_^ ila[hct[ncih"m#(
/
AJ GC LR
Qcargml B, ?jj Rwnc GGG Qsnnmprgle Mpe_lgx_rgmlq
/
`w rfc j_qr b_w md rfc dgdrf w rfc j_qr b_w md rf Bgb rfc mpe_lgx_rgml npmtgbc rm c_af md grq qsnnmprcb mpe_lgx_rgmlq* `w rfc j_qr b_w md rfc dgdrf kmlrf md rfc _kmslr md qsnnmpr npmtg lr md qsn mpe_lgx_rgml%q r_v wc_p* &g' _ upgrrcl lmrgac bcqapg`gle rfc rwnc _lb _kmslr md qsnnmpr npmtgbcb bspgle rfc npgmp r_v md rfc b_rc md lmrgdga_rgml d rfc b_rc md lmrgdga wc_p* &gg' _ amnw md rfc Dmpk 77. rf_r u_q kmqr pcaclrjw dgjcb _q md rfc b_rc md lmrgdga_rgml* _lb &ggg' amngcq md rfc mrgdga_rgml* rm mrgdga_rgml* rm rfc cvrclr mpe_lgx_rgml%q emtcplgle bmaskclrq gl cddcar ml rfc b_rc md lmrgdga_rgml* rm rfc cvrclr lmr npctgmsqjw npmtgbcb=
0
nb_ ila[hct[ncih g[chn[ch_^ [ ]fim_ [h^ ]ihnchoiom qilecha l_f[ncihmbcj qcnb nb_ mojjiln_^ ila[hct[ncih"m#( ilecha l_f[ncihmbcj q ilecha l_f[ncihmbcj qcnb nb 1
/
cq cgrfcp &g' _nnmglrcb mp q cgrfcp &g' _nnmglrc Ucpc _lw md rfc mpe_lgx_rgml%q mddgacpq* bgpcarmpq* mp rpsqrccq cgrfcp &g' _nnmglrcb mp cjcarcb `w rfc qsnnmprcb C` Hi& _rjf[ch ch N_pr TG biq qsnnmprcb mpe_lgx_rgml= snnmprcb mpe_lgx_ mpe_lgx_rgml&q' mp &gg' qcptgle ml rfc emtcplgle `mbw md _ qsnnmprcb mpe_lgx_rgml= 0
`mtc* bgb rfc mpe_lgx_rgm c* bgb rfc mpe_lg @w pc_qml md rfc pcj_rgmlqfgn bcqapg`cb ml jglc 0* _`mtc* bgb rfc mpe_lgx_rgml%q qsnnmprcb mpe_lgx_rgmlq f_tc _ nmjgagcq _lb gl bgpcargle lb gl bgpc qgelgdga_lr tmgac gl rfc mpe_lgx_rgml%q gltcqrkclr nmjgagcq _lb gl bgpcargle rfc sqc md rfc mpe_lgx_rgml%q C` S_m& ^_m]lc\ _p= p= C` S_m& ^_m]lc\_ ch glamkc mp _qqcrq _r _jj rgkcq bspgle rfc r_v wc_p= N_pr TG nb_ lif_ nb_ ila[hct[ncih!m mojjiln_^ ila[hct[ncihm jf[s_^ ch nbcm l_a[l^( ^(
ep_rcb Qsnnmprg ep_rcb Qsnnmprgle M Qcargml C, Rwnc GGG Dslargml_jjw Glrcep_rcb Qsnnmprgle Mpe_lgx_rgmlq /
=b_]e nb_ \ir h_rn ni nb_ g_nbi^ nb[n nb_ ila[hct[ncih om_^ ni m[ncm`s nb_ Chn_al[f J[ln N_mn ^olcha nb_ s_[l nb_ ila[hct[ncih om_^ ni _ ila[hct[ncih &qcc glqrpsargmlq', =igjf_n_ jglc 0 \_fiq( =ig =igjf_n argtgrgcq Rcqr, grgcq R _ Rfc mpe_lgx_rgml q_rgqdgcb rfc ?argtgrgcq Rcqr, =igjf_n_ jglc 1 \_fiq( f md grq qsn f md grq qsnnmpr ` Rfc mpe_lgx_rgml gq rfc n_pclr md c_af md grq qsnnmprcb mpe_lgx_rgmlq, >_m]lc\_ ch r_j clrgrw a Rfc mpe_lgx_rgml qsnnmprcb _ emtcplkclr_j clrgrw, N_pr TG biq sio mojjiln_^ [ aip_lhg_hn[f _hncns "m__ chmnlo]ncihm#(
0
?argtgrgcq Rcqr, ?lqucp jglcq 0_ _lb 0` `cjmu, _ >c^ mo\mn[hnc[ffs [ff i` nb_ ila[hct[ncih!m []ncpcnc_m ^olcha nb_ n[r s_[l ^cl_]nfs `olnb_l nb_ _r_gjn joljim_m i` nb_ mojjiln_^ ila[hct[ncih"m# ni qbc]b nb_ ila[hct[ncih q[m l_mjihmcp_9 C` S_m& nb_h ch N_pr TG gbclrgdw
1
rfmqc qsnnmprcb mpe_lgx_rgmlq _lb cvnj_gl biq nb_m_ []ncpcnc_m ^cl_]nfs `olnb_l_^ nb_cl _r_gjn joljim_m& biq nb_ ila[hct[ncih q[m l_mjihmcp_ ni nbim_ mojjiln_^ ila[hct[ncihm& [h^ biq nb_ ila[hct[ncih ^_n_lgch_^ nb[n nb_m_ []ncpcnc_m ]ihmncnon_^ mo\mn[hnc[ffs [ff i` cnm []ncpcnc_m(
0_
` Bgb rfc _argtgrgcq bcqapg`cb ml jglc 0_* _`mtc* amlqrgrsrc _argtgrgcq rf_r* `sr dmp rfc mpe_lgx_rgml%q gltmjtckclr* mlc mp kmpc md rfc mpe_lgx_rgml%q qsnnmprcb mpe_lgx_rgml&q' umsjb f_tc `ccl cle_ecb gl= C` S_m& _rjf[ch ch N_pr TG nb_ l_[mihm `il nb_ ila[hct[ncih!m jimcncih nb[n cnm mojjiln_^ ila[hct[ncih"m# qiof^ b[p_ _ha[a_^ ch nb_m_ []ncpcnc_m \on `il nb_ ila[hct[ncih!m chpifp_g_hn( 1
0`
N_pclr md Qsnnmprcb Mpe_lgx_rgmlq, ?lqucp jglcq 1_ _lb 1` `cjmu, _ Bgb rfc mpe_lgx_rgml f_tc rfc nmucp rm pcesj_pjw _nnmglr mp cjcar _ k_hmpgrw md rfc mddgacpq* bgpcarmpq* mp rpsqrccq md c_af md rfc qsnnmprcb mpe_lgx_rgmlq= Gd Wcq mp Lm* npmtgbc bcr_gjq gl N_pr TG ,
1_
` Bgb rfc mpe_lgx_rgml cvcpagqc _ qs`qr_lrg_j bcepcc md bgpcargml mtcp rfc nmjgagcq* npmep_kq* _lb _argtgrgcq md c_af md grq qsnnmprcb mpe_lgx_rgmlq= Gd Wcq* bcqapg`c gl N_pr TG rfc pmjc nj_wcb `w rfc mpe_lgx_rgml gl rfgq pce_pb,
1`
/5 Qafcbsjc ? &Dmpk 77.' 0.02 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/ 210.03 ./+/2+03
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 37+10452.6 N_ec 4 N_pr T Rwnc GGG Lml+Dslargml_jjw Glrcep_rcb 3.7&_'&1' Qsnnmprgle Mpe_lgx_rgmlq / Afcai fcpc gd rfc mpe_lgx_rgml q_rgqdgcb rfc Glrcep_j N_pr Rcqr _q _ os_jgdwgle rpsqr ml Lmt, 0.* /75. & _rjf[ch ch N_pr TG ', Qcc glqrpsargmlq,
Qafcbsjc ? &Dmpk 77.' 0.02
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Qcargml ? + ?bhsqrcb Lcr Glamkc /
Lcr qfmpr+rcpk a_ngr_j e_gl
/
0
Pcamtcpgcq md npgmp+wc_p bgqrpg`srgmlq
0
1
Mrfcp epmqq glamkc &qcc glqrpsargmlq'
1
2
?bb jglcq / rfpmsef 1,
2
3
Bcnpcag_rgml _lb bcnjcrgml
3
4
Nmprgml md mncp_rgle cvnclqcq n_gb mp glasppcb dmp npmbsargml mp
&@' Asppclr Wc_p &mnrgml_j'
amjjcargml md epmqq glamkc mp dmp k_l_eckclr* amlqcpt_rgml* mp 4
AJ GC LR A MN W
k_glrcl_lac md npmncprw fcjb dmp npmbsargml md glamkc &qcc glqrpsargmlq' 5
Mrfcp cvnclqcq &qcc glqrpsargmlq'
5
6
?bhsqrcb Lcr Glamkc &qs`rp_ar jglcq 3* 4* _lb 5 dpmk jglc 2'
6
Qcargml @ + Kglgksk ?qqcr ?kmslr /
&?' Npgmp Wc_p ?' Npgmp Wc_p Npgmp Wc_p
&@' Asppclr Wc_p &mnrgml_j'
?eepce_rc d_gp k_picr t_jsc md _jj lml+cvcknr+sqc _qqcrq &qcc glqrpsargmlq dmp qfmpr r_v wc_p mp _qqcrq fcjb dmp n_pr md wc_p'8 _ ?tcp_ec kmlrfjw t_jsc md qcaspgrgcq ` ?tcp_ec kmlrfjw a_qf `_j_lacq
` /`
a D_gp k_picr t_jsc md mrfcp lml+cvcknr+sqc _qqcrq b Rmr_j &_bb jglcq /_* /`* _lb /a'
/b
/_
/a
c Bgqamslr aj_gkcb dmp `jmai_ec mp mrfcp d_armpq &_rjf[ch ch ^_n[cf ch N_pr TG '8 0
?aosgqgrgml glbc`rcblcqq _nnjga_`jc rm lml+cvcknr+sqc _qqcrq
0
1
Qs`rp_ar jglc 0 dpmk jglc /b,
1
2
A_qf bcckcb fcjb dmp cvcknr sqc, Clrcp .,./3 md jglc 1 &dmp epc_rcp _kmslr* _kmslr* kmslr qcc glqrpsargmlq',
2
3
Lcr t_jsc md lml+cvcknr+sqc _qqcrq &qs`rp_ar jglc 2 dpmk jglc 1'
3
4
Ksjrgnjw jglc 3 `w .,.13,
4
5
Pcamtcpgcq md npgmp+wc_p bgqrpg`srgmlq
5
6
Kglgksk ?qqcr ?kmslr &_bb jglc 5 rm jglc 4'
6
Qcargml A + Bgqrpg`sr_`jc ?kmslr
Asppclr Wc_p
/
?bhsqrcb lcr glamkc dmp npgmp wc_p &dpmk Qcargml ?* jglc 6* amjskl ?' ?* jglc 6* amjskl mjskl ?' ?
/
0
Clrcp .,63 md jglc /,
0
1
Qcargml argml @* jglc 6* amjskl am Kglgksk _qqcr _kmslr dmp npgmp wc_p &dpmk Qcargml @* jglc 6* amjskl ?'
1
2
Clrcp epc_rcp md jglc 0 mp jglc 1,
2
3
Glamkc r_v gknmqcb gl npgmp wc_p
4
3 dpmk jglc 2* sljcqq qs mk jglc 2* sljc Bgqrpg`sr_`jc ?kmslr, Qs`rp_ar jglc 3 dpmk jglc 2* sljcqq qs`hcar rm argmlq', ' ckcpeclaw rcknmp_pw pcbsargml &qcc glqrpsargmlq',
5
lgx_rgml% Afcai fcpc gd rfc asppclr wc_p gq rfc mpe_lgx_rgml%q dgpqr _q _ lml+dslargml_jjw glrcep_rcb Rwnc GGG qsnnmprgle mpe_lgx_rgml &qcc glqrpsargmlq',
3 4
Qafcbsjc ? &Dmpk 77.' 0.02
210.04 ./+/2+03
/6 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 37+10452.6 Rwnc GGG Lml+Dslargml_jjw Glrcep_rcb 3.7&_'&1' Qsnnmprgle Mpe_lgx_rgmlq "]ihncho_^#
Qafcbsjc ? &Dmpk 77.' 0.02
N_pr T
Qcargml B + Bgqrpg`srgmlq / ?kmslrq n_gb rm qsnnmprcb mpe_lgx_rgmlq rm _aamknjgqf cvcknr nspnmqcq
N_ec 5
Asppclr Wc_p /
?kmslrq n_gb rm ncpdmpk _argtgrw rf_r bgpcarjw dsprfcpq cvcknr nspnmqcq md qsnnmprcb
0
mpe_lgx_rgmlq* gl cvacqq md glamkc dpmk _argtgrw
0
1
?bkglgqrp_rgtc cvnclqcq n_gb rm _aamknjgqf cvcknr nspnmqcq md qsnnmprcb mpe_lgx_rgmlq
1
2
?kmslrq n_gb rm _aosgpc cvcknr+sqc _qqcrq
2
3
Os_jgdgcb qcr+_qgbc _kmslrq &npgmp GPQ _nnpmt_j pcosgpcb + jlipc^_ ^_n[cfm ch N_pr TG '
3
4
Mrfcp bgqrpg`srgmlq &bcqapg`c gl N_pr TG ', Qcc glqrpsargmlq,
4
5
5
6
Rmr_j _lls_j bgqrpg`srgmlq, ?bb jglcq / rfpmsef 4, Bgqrpg`srgmlq rm _rrclrgtc qsnnmprcb mpe_lgx_rgmlq rm ufgaf rfc mpe_lgx_rgml gq pcqnmlqgtc &jlipc^_ ^_n[cfm ch N_pr TG ', Qcc glqrpsargmlq,
7
Bgqrpg`sr_`jc _kmslr dmp 0.02 dpmk Qcargml A* jglc 4
/.
Jglc 6 _kmslr bgtgbcb `w jglc 7 _kmslr
6
AJ GC LR A MN W
7
/.
&g'
Qcargml C + Bgqrpg`srgml ?jjma_rgmlq &qcc glqrpsargmlq' /
Bgqrpg`sr_`jc _kmslr dmp 0.02 dpmk Qcargml A* jglc 4
0
Slbcpbgqrpg`srgmlq* gd _lw* dmp wc_pq npgmp rm 0.02 &pc_qml+ _`jc a_sqc pcosgpcb + _rjf[ch ch N_pr TG', Qcc glqrpsargmlq,
Cvacqq Bgqrpg`srgmlq
&gg' bgqrpg`srgml bgqrpg`srgmlq Slbcpbgqrpg`srgmlq Npc+0.02 c+0.02
&ggg' Bgqrpg`sr_`jc ?kmslr dmp 0.02
Cvacqq bgqrpg`srgmlq a_ppwmtcp* gd _lw* rm 0.02
1
_ Dpmk 0./7 ` Dpmk 0.0. a Dpmk 0.0/ b Dpmk 0.00 c Dpmk 0.01 d Rmr_j md jglcq 1_ rfpmsef 1c
e ?nnjgcb rm slbcp bgqrpg`srgmlq md npgmp wc_pq f ?nnjgcb rm 0.02 bgqrpg`sr_`jc _kmslr
2
g
A_ppwmtcp dpmk 0./7 lmr _nnjgcb &qcc glqrpsargmlq'
h
Pck_glbcp, Qs`rp_ar jglcq 1e* 1f* _lb 1g dpmk jglc 1d, Bgqrpg`srgmlq dmp 0.02 dpmk Qcargml B* jglc 58
"
_ ?nnjgcb rm slbcpbgqrpg`srgmlq md npgmp wc_pq ` ?nnjgcb rm 0.02 bgqrpg`sr_`jc _kmslr 3
a Pck_glbcp, Qs`rp_ar jglcq 2_ _lb 2` dpmk jglc 2, 0.02* 0.02* gd Pck_glgle slbcpbgqrpg`srgmlq dmp wc_pq npgmp rm 0.02* gd
mp pcqsjr epc_rcp pcqsjr epc_rcp _lw, Qs`rp_ar jglcq 1e _lb 2_ dpmk jglc 0, Dmp pcqsjr epc_rcp mlq, rf_l xcpm* _rjf[ch ch N_pr TG, Qcc glqrpsargmlq, 4
Qs`rp_ar jglcq 1 Qs`rp_ar jglcq 1f Pck_glgle slbcpbgqrpg`srgmlq dmp 0.02, Qs`rp_ar jglcq 1f jf[ch f_l xcpm* l xcpm _rjf[ch ch _lb 2` dpmk jglc /, Dmp pcqsjr epc_rcp rf_l xcpm* N_pr TG , Qcc glqrpsargmlq,
5 6
glcq 1h Cvacqq bgqrpg`srgmlq a_ppwmtcp rm 0.03, ?bb jglcq 1h _lb 2a, @pc_ibmul md jglc 58 _ Cvacqq dpmk 0.0. ` Cvacqq dpmk 0.0/ a Cvacqq dpmk 0.00 b Cvacqq dpmk 0.01 c Cvacqq dpmk 0.02
Qafcbsjc ? &Dmpk 77.' 0.02
210.05 ./+/2+03
/7 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 37+10452.6 Qsnnjckclr_j Gldmpk_rgml, Npmtgbc rfc cvnj_l_rgmlq pcosgpcb `w N_pr GG* jglc /.9 N_pr GG* jglc /5_ mp /5`9 N_pr GGG* jglc /09
Qafcbsjc ? &Dmpk 77.' 0.02
N_ec 6
N_pr GT* Qcargml ?* jglcq /* 0* 1`* 1a* 2`* 2a* 3_* 4* 7_* 7`* 7a* //_* //`* _lb //a9 N_pr GT* Qcargml @* jglcq / _lb 09 N_pr GT* Qcargml A* jglc /9 N_pr GT* Qcargml B* jglcq 0 _lb 19 N_pr GT* Qcargml C* jglcq /a* 0_* 0`* 1_ _lb 1`9 N_pr T* jglc /9 N_pr T* Qcargml @* jglc /c9 N_pr T* Qcargml B* jglcq 3* 4* _lb 69 _lb N_pr T* Qcargml C* jglcq 0* 3* _lb 4, ?jqm amknjcrc rfgq n_pr dmp _lw _bbgrgml_j gldmpk_rgml, &Qcc glqrpsargmlq,'
AJ GC LR
A MN W
N_pr TG
210.06 ./+/2+03
Qafcbsjc ? &Dmpk 77.' 0.02
0. /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
Qafcbsjc @ &Dmpk 77.'
Qafcbsjc md Amlrpg`srmpq
&Pct, Bcack`cp 0.02'
MK@ Lm, /323+..25
?rr_af rm Dmpk 77.* 77.+CX* mp 77.+ND, Em rm uuu,gpq,emt-Dmpk77. dmp rfc j_rcqr gldmpk_rgml,
Bcn_prkclr md rfc Rpc_qspw Glrcpl_j Pctclsc Qcptgac
L_kc md rfc mpe_lgx_rgml
Cknjmwcp gbclrgdga_rgml lsk`cp
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
37+10452.6
Mpe_lgx_rgml rwnc &afcai mlc'8 Qcargml8
Dmpk 77. mp 77.+CX
V
3./&a'& 1 ' &clrcp lsk`cp' mpe_lgx_rgml
2725&_'&/' lmlcvcknr af_pgr_`jc rpsqr lmr rpc_rcb _q _ npgt_rc dmslb_rgml
305 nmjgrga_j mpe_lgx_rgml
3./&a'&1' cvcknr npgt_rc dmslb_rgml
lb_rgml _rgm 2725&_'&/' lmlcvcknr af_pgr_`jc rpsqr rpc_rcb _q _ npgt_rc dmslb_rgml
3./&a'&1' r_v_`jc npgt_rc dmslb_rgml
Dmpk 77.+ND
Afcai gd wmsp mpe_lgx_rgml gq amtcpcb `w rfc Eclcp_j Psjc mp _ Qncag_j Psjc,
A MN W
Dgjcpq md8
c Ec c Eclcp_j Psjc _lb _ Qn Lmrc8 Mljw _ qcargml 3./&a'&5'* &6'* mp &/.' mpe_lgx_rgml a_l afcai `mvcq dmp `mrf rfc Eclcp_j Psjc _lb _ Qncag_j Psjc, Qcc glqrpsargmlq,
V
LR
Eclcp_j Psjc
gtcb* bspgle rfc wc_p* am bspgle r Dmp _l mpe_lgx_rgml dgjgle Dmpk 77.* 77.+CX* mp 77.+ND rf_r pcacgtcb* bspgle rfc wc_p* amlrpg`srgmlq rmr_jgle "3*... mp kmpc &gl kmlcw mp Qcc glqrpsargmlq dmp bcrcp cc glqrpsargmlq dmp npmncprw' dpmk _lw mlc amlrpg`srmp, Amknjcrc N_prq G _lb GG, Qcc glqrpsargmlq dmp bcrcpkglgle _ amlrpg`srmp%q rmr_j amlrpg`srgmlq,
GC
Qncag_j Psjcq
jgle Dmpk 77. mp 77.+CX gle Dmpk 77. mp 77 Dmp _l mpe_lgx_rgml bcqapg`cb gl qcargml 3./&a'&1' dgjgle Dmpk 77. mp 77.+CX rf_r kcr rfc 11 /-1# qsnnmpr rcqr md rfc pcesj_rgmlq slbcp cb Qafcbsjc ? &Dmpk 77 Qafcbsjc ? &Dmp qcargmlq 3.7&_'&/' _lb /5.&`'&/'&?'&tg'* rf_r afcaicb Qafcbsjc ? &Dmpk 77.'* N_pr GG* jglc /1* /4_* mp /4`* _lb rf_r pcacgtcb dpmk _lw mlc q md rfc epc_rcp md c_rcp md &/' "3 amlrpg`srmp* bspgle rfc wc_p* rmr_j amlrpg`srgmlq md rfc epc_rcp md &0' 0# md rfc _kmslr ml &g' Dmpk 77.* N_pr TGGG* jglc /f9 &/' "3*...9 mp
AJ
_lb GG, mp &gg' Dmpk 77.+CX* jglc /, Amknjcrc N_prq G _lb GG,
ml 3./&a'&5'* &6'* mp & ml 3./&a'&5'* &6'* mp &/.' dg Dmp _l mpe_lgx_rgml bcqapg`cb gl qcargml 3./&a'&5'* &6'* mp &/.' dgjgle Dmpk 77. mp 77.+CX rf_r pcacgtcb dpmk _lw mlc _r]fomcp_fs dmp pcjgegmsq* af_pgr_`jc* qagclrgdga* lrpg`srgmlq md kmpc rf_l rpg`srgmlq md k amlrpg`srmp* bspgle rfc wc_p* rmr_j amlrpg`srgmlq md kmpc rf_l "/*... dmp rfc npctclrgml md a p rfc npctclrgm jgrcp_pw* mp cbsa_rgml_j nspnmqcq* mp dmp rfc npctclrgml md apscjrw rm afgjbpcl mp _lgk_jq, Amknjcrc N_prq G &clrcpgle `srmp l_kc `srmp l_kc _lb L-? gl amjskl &`' glqrc_b md rfc amlrpg`srmp l_kc _lb _bbpcqq'* GG* _lb GGG,
Dmp _l mpe_lgx_rgml bcqapg`cb gl qcargml 3./&a'&5'* &6'* mp &/.' dgjgle Dmpk 77. mp 77.+CX rf_r pcacgtcb dpmk _lw mlc amlrpg`srmp* bspgle rfc wc_p* amlrpg`srgmlq _r]fomcp_fs dmp pcjgegmsq* af_pgr_`jc* cra,* nspnmqcq* `sr lm qsaf amlrpg`srgmlq rmr_jcb kmpc rf_l "/*..., Gd rfgq `mv gq afcaicb* clrcp fcpc rfc rmr_j amlrpg`srgmlq rf_r ucpc pcacgtcb bspgle rfc wc_p dmp _l _r]fomcp_fs pcjgegmsq* af_pgr_`jc* cra,* nspnmqc, Bml%r amknjcrc _lw md rfc n_prq sljcqq rfc Eclcp_j Psjc _nnjgcq rm rfgq mpe_lgx_rgml `ca_sqc gr pcacgtcb hih_r]fomcp_fs pcjgegmsq* af_pgr_`jc* cra,* amlrpg`srgmlq rmr_jgle "3*... mp kmpc bspgle rfc wc_p |||||||||||||||||
"
A_srgml8 ?l mpe_lgx_rgml rf_r gql%r amtcpcb `w rfc Eclcp_j Psjc _lb-mp rfc Qncag_j Psjcq bmcql%r dgjc Qafcbsjc @ &Dmpk 77.'* `sr gr ksqr _lqucp Lm ml N_pr GT* jglc 0* md grq Dmpk 77.9 mp afcai rfc `mv ml jglc F md grq Dmpk 77.+CX mp ml grq Dmpk 77.+ND* N_pr G* jglc 0* rm acprgdw rf_r gr bmcql%r kccr rfc dgjgle pcosgpckclrq md Qafcbsjc @ &Dmpk 77.', Dmp N_ncpumpi Pcbsargml ?ar Lmrgac* qcc rfc glqrpsargmlq dmp Dmpk 77.* 77.+CX* mp 77.+ND,
JF?
20123/ ./+.7+03
Qafcbsjc @ &Dmpk 77.' &Pct, /0+0.02'
N_ec 0
Qafcbsjc @ &Dmpk 77.' &Pct, /0+0.02' L_kc md mpe_lgx_rgml
Cknjmwcp gbclrgdga_rgml lsk`cp
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
N_pr G &_' Lm,
/
37+10452.6
Amlrpg`srmpq &qcc glqrpsargmlq', Sqc bsnjga_rc amngcq md N_pr G gd _bbgrgml_j qn_ac gq lccbcb, &`' L_kc* _bbpcqq* _lb XGN ) 2
&a' Rmr_j amlrpg`srgmlq
@PCT?PB AMSLRW RMSPGQR BCTCJMNKCLR MDDGAC /3. AMAM? GQJCQ @JTB, QRC 2./
/7*6.6,
"
A MN W
0
&`' L_kc* _bbpcqq* _lb XGN ) 2
&a' a'' Rmr_j amlrpg`srgmlq mlrpg`srgmlq lrpg`srgmlq
QR?RC MD DJMPGB? BGTGQGML DMP ASJRSP?J ?DD?GPQ 3.. Q @PMLMSEF QRPCCR R?JJ?F?QQCC* DJ 10177+.03. &`' L_kc* _bbpcqq* _lb XGN ) 2
03*06/,
"
&a' Rmr_j amlrpg`srgmlq Rmr_j aml
Ncpqml N_wpmjj Lmla_qf
V
&`' L_kc* _bbpcqq* _lb XGN ) 2 N ) N ) 2
&a' Rmr_j amlrpg`srgmlq
&`' L_kc* _bbpcqq* _lb XGN ) 2 _lb XGN
&b' Rwnc md amlrpg`srgml
&Amknjcrc N_pr GG dmp lmla_qf amlrpg`srgmlq,' &b' Rwnc md amlrpg`srgml Ncpqml N_wpmjj Lmla_qf
"
&_' Lm,
&b' Rwnc md amlrpg`srgml Rw
Ncpqml N_wpmjj Lmla_qf
"
&_' Lm,
V
&Amknjcrc N_pr GG dmp lmla_qf amlrpg`srgmlq,'
AJ GC LR
&_' Lm,
Ncpqml N_wpmjj Lmla_qf
&Amknjcrc N_pr GG dmp &Amkn lmla_qf amlrpg`srgmlq,' l lmla_qf a
AMAM? @C?AF* DJ 1071/ &_' Lm,
&b' Rwnc md amlrpg`srgml
&Amknjcrc N_pr GG dmp lmla_qf amlrpg`srgmlq,'
&a' Rmr_j amlrpg`srgmlq
&b' Rwnc md amlrpg`srgml Ncpqml N_wpmjj Lmla_qf
"
&Amknjcrc N_pr GG dmp lmla_qf amlrpg`srgmlq,' &_' Lm,
&`' L_kc* _bbpcqq* _lb XGN ) 2
&a' Rmr_j amlrpg`srgmlq
"
&b' Rwnc md amlrpg`srgml Ncpqml N_wpmjj Lmla_qf
&Amknjcrc N_pr GG dmp lmla_qf amlrpg`srgmlq,' 201230 ./+.7+03
Qafcbsjc @ &Dmpk 77.' &Pct, /0+0.02'
00 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
N_ec 1
Qafcbsjc @ &Dmpk 77.' &Pct, /0+0.02' L_kc md mpe_lgx_rgml
Cknjmwcp gbclrgdga_rgml lsk`cp
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
N_pr GG &_' Lm, dpmk N_pr G
37+10452.6
Lmla_qf Npmncprw &qcc glqrpsargmlq', Sqc bsnjga_rc amngcq md N_pr GG gd _bbgrgml_j qn_ac gq lccbcb, &a' DKT &mp cqrgk_rc' &Qcc glqrpsargmlq,'
&`' Bcqapgnrgml md lmla_qf npmncprw egtcl
&b' B_rc pcacgtcb
&`' Bcqapgnrgml md lmla_qf npmncprw egtcl
&a' a' DKT &mp cqrgk_rc' mp cqrgk_rc' cqrgk_rc' &Qcc glqrpsargmlq,' c glqrpsargmlq,'
&b' B_rc pcacgtcb
&a' &a DKT &mp cqrgk_rc' DKT &m &Qcc glqrpsargmlq,' &Qcc
&b' B_rc pcacgtcb
AM N
&_' Lm, dpmk N_pr G
W
"
"
&`' Bcqapgnrgml md lmla_qf npmncprw egtcl
AJ GC LR
&_' Lm, dpmk N_pr G
"
&_' Lm, dpmk N_pr G
&`' Bcqapgnrgml md lmla_qf npmncprw egtcl mncprw egtcl cprw egtcl
&a' DKT &mp cqrgk_rc' &Qcc glqrpsargmlq,'
&b' B_rc pcacgtcb
&a' DKT &mp cqrgk_rc' &Qcc glqrpsargmlq,'
&b' B_rc pcacgtcb
&a' DKT &mp cqrgk_rc' &Qcc glqrpsargmlq,'
&b' B_rc pcacgtcb
"
&_' Lm, dpmk N_pr G
&`' Bcqapgnrgml md lmla_qf npmncprw egtcl
" &_' Lm, dpmk N_pr G
&`' Bcqapgnrgml md lmla_qf npmncprw egtcl
" 201231 ./+.7+03
Qafcbsjc @ &Dmpk 77.' &Pct, /0+0.02'
01 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
N_ec 2
Qafcbsjc @ &Dmpk 77.' &Pct, /0+0.02' L_kc md mpe_lgx_rgml
Cknjmwcp gbclrgdga_rgml lsk`cp
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 37+10452.6 N_pr GGG Cvajsqgtcjw pcjgegmsq* af_pgr_`jc* cra,* amlrpg`srgmlq rm mpe_lgx_rgmlq bcqapg`cb gl qcargml 3./&a'&5'* &6'* mp &/.' rf_r rmr_j kmpc rf_l "/*... dmp rfc wc_p dpmk _lw mlc amlrpg`srmp, Amknjcrc amjsklq &_' rfpmsef &c' _lb rfc dmjjmugle jglc clrpw, Dmp mpe_lgx_rgmlq amknjcrgle N_pr GGG* clrcp rfc rmr_j md cvajsqgtcjw pcjgegmsq* af_pgr_`jc* cra,* amlrpg`srgmlq md "/*... mp jcqq dmp rfc wc_p, &Clrcp rfgq gldm, mlac,' "
Sqc bsnjga_rc amngcq md N_pr GGG gd _bbgrgml_j qn_ac gq lccbcb, &_' Lm, dpmk N_pr G
&`' Nspnmqc md egdr
&a' Sqc md egdr
&b' Bcqapgnrgml md fmu egdr gq fcjb
Rp_lqdcpcc%q l_kc* _bbpcqq* _lb XGN ) 2
&_' Lm, dpmk N_pr G
&`' Nspnmqc md egdr
A MN W
&c' Rp_lqdcp md egdr
Pcj_rgmlqfgn md rp_lqdcpmp rm rp_lqdcpcc n md rp_lqd n rp_lqdcpmp rm rp_lq
&a' Sqc md egdr
&b' Bcqapgnrgml md fmu egdr gq fcjb &b' Bc &b' Bcqapgn
AJ GC LR
&c' Rp_lqdcp md egdr qdcp md qdcp md egdr Rp_lqdcpcc%q l_kc* _bbpcqq* _lb XGN ) 2
&_' Lm, dpmk N_pr G
&`' Nspnmqc md egdr
Pcj_rgmlqfgn md rp_lqdcpmp rm rp_lqdcpcc Pc
&a' Sqc md egdr &a' Sqc md
&b' Bcqapgnrgml md fmu egdr gq fcjb
&c' Rp_lqdcp md egdr
Rp_lqdcpcc%q l_kc* _bbpcqq* _lb XGN ) 2 _bbpcqq* bbpcqq** _lb XGN X )2
&_' Lm, dpmk N_pr G
&`' Nspnmqc md egdr
Pcj_rgmlqfgn md rp_lqdcpmp rm rp_lqdcpcc
&a' Sqc md egdr
&b' Bcqapgnrgml md fmu egdr gq fcjb
&c' Rp_lqdcp md egdr Rp_lqdcpcc%q l_kc* _bbpcqq* _lb XGN ) 2
201232 ./+.7+03
Pcj_rgmlqfgn md rp_lqdcpmp rm rp_lqdcpcc
Qafcbsjc @ &Dmpk 77.' &Pct, /0+0.02'
02 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
2"'$#4+$¾# &Dmpk 77.'
&Pct, Bcack`cp 0.02'
Bcn_prkclr md rfc Rpc_qspw Glrcpl_j Pctclsc Qcptgac
Qsnnjckclr_j Dgl_lag_j Qr_rckclrq
MK@ Lm, /323+..25
Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc 4* 5* 6* 7* /.* //_* //`* //a* //b* //c* //d* /0_* mp /0`, ?rr_af rm Dmpk 77., Em rm uuu,gpq,emt-Dmpk77. dmp glqrpsargmlq _lb rfc j_rcqr gldmpk_rgml,
Mncl rm Ns`jga Glqncargml
L_kc md rfc mpe_lgx_rgml
N_pr G
Cknjmwcp gbclrgdga_rgml lsk`cp
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 37+10452.6 Mpe_lgx_rgmlq K_glr_glgle Bmlmp ?btgqcb Dslbq mp Mrfcp Qgkgj_p Dslbq mp ?aamslrq, Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc 4,
&_' Bmlmp _btgqcb dslbq /
Rmr_j lsk`cp _r clb md wc_p |||||||||||||||
0
?eepce_rc t_jsc md amlrpg`srgmlq rm &bspgle wc_p'
1
?eepce_rc t_jsc md ep_lrq dpmk &bspgle wc_p'
&`' Dslbq _lb mrfcp _aamslrq
||||
||||||
?eepce_rc t_jsc _r clb md wc_p |||||||||||||
3
Bgb rfc mpe_lgx_rgml gldmpk _jj bmlmpq _lb bmlmp _btgqmpq gl upgrgle rf_r rfc _qqcrq fcjb gl bmlmp _btgqcb dslbq slbq lbq
4
Bgb rfc mpe_lgx_rgml gldmpk _jj ep_lrccq* bmlmpq* _lb bmlmp _btgqmpq gl upgrgle rf_r ep_lr dslbq a_l `c sqcb mljw sqcb mljw
A MN W
2
||||||||| Wcq _pc rfc mpe_lgx_rgml%q npmncprw* qs`hcar rm rfc mpe_lgx_rgml%q cvajsqgtc jce_j amlrpmj= ||||||||||||||||||
Lm
dmp af_pgr_`jc nspnmqcq _lb lmr dmp rfc `clcdgr md rfc bmlmp mp bmlmp _btgqmp* mp dmp _lw mrfcp nspnmqc amldcppgle qc amldcppgle c amldcppgle }}}}}}}}}}}} }}}}}} gkncpkgqqg`jc npgt_rc `clcdgr= }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} Wcq N_pr GG Amlqcpt_rgml C_qckclrq, Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc 5, k 77.* N_pr GT* jglc k 77.* N_pr GT* jglc 5,
Lm
/
Nspnmqc&q' md amlqcpt_rgml c_qckclrq fcjb `w rfc mpe_lgx_rgml &afcai _jj rf_r _nnjw',
0
Amknjcrc jglcq 0_ rfpmsef 0b gd rfc mpe_lgx_rgml fcjb _ os_jgdgcb amlqcpt_rgml amlrpg`srgml gl rfc dmpk md _ amlqcpt_rgml c_qckclr ml rfc j_qr lrpg`srgml gl rfc dmpk md _ srgml gl rfc dmp b_w md rfc r_v wc_p, Fcjb _r rfc Clb md rfc R_v Wc_p
Npcqcpt_rgml md j_lb dmp ns`jga sqc &dmp cv_knjc* pcapc_rgml mp cbsa_rgml' Npmrcargml md l_rsp_j f_`gr_r Npcqcpt_rgml md mncl qn_ac
pcqcpt_rgml md _ fgqrmpga_ t_rgml md _ fgq Npcqcpt_rgml md _ fgqrmpga_jjw gknmpr_lr j_lb _pc_ Npcqcpt_rgml md _ a Npcqcpt_rgml md _ acprgdg Npcqcpt_rgml md _ acprgdgcb fgqrmpga qrpsarspc
0_
sbcb bcb ml jglc 0_ ml jglc 0_ ||||||||| ||| a Lsk`cp md amlqcpt_rgml c_qckclrq ml _ acprgdgcb fgqrmpga qrpsarspc glajsbcb ml jglc 0_ p Hsjw 03* 0..4* _lb lmr Hsjw 03* 0..4* _lb b Lsk`cp md amlqcpt_rgml c_qckclrq glajsbcb ml jglc 0a _aosgpcb _drcp Hsjw 03* 0..4* _lb lmr
0a
GC LR
|||||||||||| || _ Rmr_j lsk`cp md amlqcpt_rgml c_qckclrq |||||||||||||||||||||||||||||||| |||| |||||||||||| ` Rmr_j _apc_ec pcqrpgarcb `w amlqcpt_rgml c_qckclrq ||||||||||||||||||||||||||
0`
ml _ fgqrmpga qrpsarspc jgqrcb gl rfc L_rgml_j Pcegqrcp ||||||||||||||||||||||||||| |||||||||||| ||| 1
0b Lsk`cp md amlqcpt_rgml c_qckclrq kmbgdgcb* rp_lqdcppcb* pcjc_qcb* cvrglesgqfcb* mp rcpkgl_rcb `w rfc mpe_lgx_rgml bspgle rfc r_v cb* cvrglesgqfcb* m cb* cvrglesgqfcb* mp rcpk wc_p
2
Lsk`cp md qr_rcq ufcpc npmncprw qs`hcar rm amlqcpt_rgml c_qckclr gq jma_rcb _qckclr gq jma_rcb _qckclr gq jma_rcb
3
Bmcq rfc mpe_lgx_rgml f_tc _ upgrrcl nmjgaw pce_pbgle rfc ncpgmbga kmlgrmpgle* glqncargml* f_lbjgle md c ncpgmbga kmlgrmpgle* glq ncpgmbga kmlgrmpg tgmj_rgmlq* _lb cldmpackclr md rfc amlqcpt_rgml c_qckclrq gr fmjbq= kclrq gr fmjbq= ||||||||||||||||||||||||| | ||| Wcq Lm qncargle* f_lbjgle md tgm argle* f_lbjgle m Qr_dd _lb tmjslrccp fmspq bctmrcb rm kmlgrmpgle* glqncargle* f_lbjgle md tgmj_rgmlq* _lb cldmpagle amlqcpt_rgml c_qckclrq bspgle rfc wc_p
5
qncargle* f_lbjgle md tgm ncargle* f_lbjgle m ?kmslr md cvnclqcq glasppcb gl kmlgrmpgle* glqncargle* f_lbjgle md tgmj_rgmlq* _lb cldmpagle amlqcpt_rgml c_qckclrq bspgle rfc wc_p
6
cb ml jglc 0b _`mtc cb ml jglc 0b _`mtc q_rgq Bmcq c_af amlqcpt_rgml c_qckclr pcnmprcb ml jglc 0b _`mtc q_rgqdw rfc pcosgpckclrq md qcargml /5.&f'&2'&@'&g'
7
gml pcnmprq amlqcpt_rg l pcnmprq amlq Gl N_pr VGGG* bcqapg`c fmu rfc mpe_lgx_rgml pcnmprq amlqcpt_rgml c_qckclrq gl grq pctclsc _lb cvnclqc qr_rckclr _lb
AJ
4
|||||||||||| ||||||| _lb qcargml /5.&f'&2'&@'&gg'= |||||||||||||||||||||||||||||||||||||||||||||| Wcq
Lm
c rcvr md rf c rcvr md rfc dm `_j_lac qfccr* _lb glajsbc* gd _nnjga_`jc* rfc rcvr md rfc dmmrlmrc rm rfc mpe_lgx_rgml%q dgl_lag_j qr_rckclrq rf_r bcqapg`cq rfc ckclrq, mpe_lgx_rgml%q _aamslrgle dmp amlqcpt_rgml c_qckclrq,
N_pr GGG
rgm Mpe_lgx_rgmlq K_glr_glgle Amjjcargmlq md ?pr* Fgqrmpga_j Rpc_qspcq* mp Mrfcp Qgkgj_p ?qqcrq,
Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc 6,
/_ Gd rfc mpe_lgx_rgml cjcarcb* _q ncpkgrrcb slbcp D?Q@ ?QA 736* lmr rm pcnmpr gl grq pctclsc qr_rckclr _lb `_j_lac qfccr umpiq md _pr* fgqrmpga_j rpc_qspcq* mp mrfcp qgkgj_p _qqcrq fcjb dmp ns`jga cvfg`grgml* cbsa_rgml* mp pcqc_paf gl dsprfcp_lac md ns`jga qcptgac* npmtgbc gl N_pr VGGG rfc rcvr md rfc dmmrlmrc rm grq dgl_lag_j qr_rckclrq rf_r bcqapg`cq rfcqc grckq, ` Gd rfc mpe_lgx_rgml cjcarcb* _q ncpkgrrcb slbcp D?Q@ ?QA 736* rm pcnmpr gl grq pctclsc qr_rckclr _lb `_j_lac qfccr umpiq md _pr* fgqrmpga_j rpc_qspcq* mp mrfcp qgkgj_p _qqcrq fcjb dmp ns`jga cvfg`grgml* cbsa_rgml* mp pcqc_paf gl dsprfcp_lac md ns`jga qcptgac* npmtgbc rfc dmjjmugle _kmslrq pcj_rgle rm rfcqc grckq, &g' Pctclsc glajsbcb ml Dmpk 77.* N_pr TGGG* jglc / |||||||||||||||||||||||||||||| &gg' ?qqcrq glajsbcb gl Dmpk 77.* N_pr V ||||||||||||||||||||||||||||||||||| 0
" "
Gd rfc mpe_lgx_rgml pcacgtcb mp fcjb umpiq md _pr* fgqrmpga_j rpc_qspcq* mp mrfcp qgkgj_p _qqcrq dmp dgl_lag_j e_gl* npmtgbc rfc dmjjmugle _kmslrq pcosgpcb rm `c pcnmprcb slbcp D?Q@ ?QA 736 pcj_rgle rm rfcqc grckq8 _ Pctclsc glajsbcb ml Dmpk 77.* N_pr TGGG* jglc / |||||||||||||||||||||||||||||||| ` ?qqcrq glajsbcb gl Dmpk 77.* N_pr V }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Dmp N_ncpumpi Pcbsargml ?ar Lmrgac* qcc rfc Glqrpsargmlq dmp Dmpk 77., 210.3/ ./+.0+03 JF?
" "
Qafcbsjc B &Dmpk 77.' &Pct, /0+0.02'
03 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
Qafcbsjc B &Dmpk 77.' &Pct, /0+0.02' S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
N_pr GGG
37+10452.6 N_ec 0 Mpe_lgx_rgmlq K_glr_glgle Amjjcargmlq md ?pr* Fgqrmpga_j Rpc_qspcq* mp Mrfcp Qgkgj_p ?qqcrq "]ihncho_^#
Sqgle rfc mpe_lgx_rgml%q _aosgqgrgml* _aacqqgml* _lb mrfcp pcampbq* afcai _lw md rfc dmjjmugle rf_r k_ic qgelgdga_lr sqc md grq
1
amjjcargml grckq &afcai _jj rf_r _nnjw',
V Ns`jga cvfg`grgml ` Qafmj_pjw pcqc_paf V Npcqcpt_rgml dmp dsrspc eclcp_rgmlq a _
b c
Jm_l mp cvaf_lec npmep_k Mrfcp
2
Npmtgbc _ bcqapgnrgml md rfc mpe_lgx_rgml%q amjjcargmlq _lb cvnj_gl fmu rfcw dsprfcp rfc mpe_lgx_rgml%q cvcknr nspnmqc gl N_pr VGGG,
3
Bspgle rfc wc_p* bgb rfc mpe_lgx_rgml qmjgagr mp pcacgtc bml_rgmlq md _pr* fgqrmpga_j rpc_qspcq* mp mrfcp qgkgj_p _qqcrq
V Wcq Lm Cqapmu _lb Asqrmbg_j ?pp_leckclrq Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc 7* mp .
rm `c qmjb rm p_gqc dslbq p_rfcp rf_l rm `c k_glr_glcb _q n_pr md rfc mpe_lgx_rgml%q amjjcargml= }}}}}}}}}}}}
N_pr GT
pcnmprcb _l _kmslr ml Dmpk 77.* N_pr V* jglc 0/,
GC LR A MN W
ajsbcb b /_ Gq rfc mpe_lgx_rgml _l _eclr* rpsqrcc* asqrmbg_l* mp mrfcp glrcpkcbg_pw dmp amlrpg`srgmlq mp mrfcp _qqcrq lmr glajsbcb ||||||| Wcq ml Dmpk 77.* N_pr V= ||||||||||||||||||||||||||||||||||||||||||||||||| W ` Gd Wcq* cvnj_gl rfc _pp_leckclr gl N_pr VGGG _lb amknjcrc rfc dmjjmugle r_`jc8
Lm
?kmslr
|||| ||| a @cegllgle `_j_lac ||||||||||||||||||||||||||||||||||||||||||| ||||| b ?bbgrgmlq bspgle rfc wc_p ||||||||||||||||||||||||||||||||||||||||
/ /a
||||||| c Bgqrpg`srgmlq bspgle rfc wc_p |||||||||||||||||||||||||||||||||||||| |||||||| ||||||| d Clbgle `_j_lac |||||||||||||||||||||||||||||||||||||||||||||
/c
/b
/d bg_j _aamslr jg_`gjgrw= aamslr jg_`gjgrw ||||| Wcq 0_ Bgb rfc mpe_lgx_rgml glajsbc _l _kmslr ml Dmpk 77.* N_pr V* jglc 0/* dmp cqapmu mp asqrmbg_j _aamslr jg_`gjgrw= Lm pmtgbcb gl N_pr VGGG }}}}}}}}}}}}} } ` Gd Wcq* cvnj_gl rfc _pp_leckclr gl N_pr VGGG, Afcai fcpc gd rfc cvnj_l_rgml f_q `ccl npmtgbcb gl N_pr VGGG N_pr T Clbmukclr Dslbq Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc /., pk 77.* N_pr GT* jglc /., k 77.* N_pr GT _pq &a' Rum wc_pq `_ai &_' Asppclr wc_p &`' Npgmp wc_p &a' &b' Rfpcc wc_pq `_ai &c' Dmsp wc_pq `_ai /_ @cegllgle md wc_p `_j_lac ||||||| ` Amlrpg`srgmlq |||||||||||||| a Lcr gltcqrkclr c_plgleq* e_glq* _lb jmqqcq b Ep_lrq mp qafmj_pqfgnq ||||||||| c Mrfcp cvnclbgrspcq dmp d_agjgrgcq _lb npmep_kq ||||||||||||| d
?bkglgqrp_rgtc cvnclqcq ||||||||
e Clb md wc_p `_j_lac |||||||||| _j_lac &jglc /e* am _j_lac &jglc /e* amjskl 0 Npmtgbc rfc cqrgk_rcb ncpaclr_ec md rfc asppclr wc_p clb `_j_lac &jglc /e* amjskl &_'' fcjb _q8 _ @m_pb bcqgel_rcb mp os_qg+clbmukclr ` Ncpk_lclr clbmukclr
#
#
# a Rcpk clbmukclr cos_j /..#, # Rfc ncpaclr_ecq ml jglcq 0_* 0`* _lb 0a qfmsjb cos_j /..#,
AJ
qgml md rfc mpe_lgx_rgml r ml md rfc mpe_lgx_r 1_ ?pc rfcpc clbmukclr dslbq lmr gl rfc nmqqcqqgml md rfc mpe_lgx_rgml rf_r _pc fcjb _lb _bkglgqrcpcb dmp rfc mpe_lgx_rgml `w8
|||||||||| |||||||||||| &g' Slpcj_rcb mpe_lgx_rgmlq= ||||||||||||||||||||||||||||||||||||||||||||||| |||||||||||| ||||||| &gg' Pcj_rcb mpe_lgx_rgmlq= |||||||||||||||||||||||||||||||||||||||||||||||| 2
e_lgx_rgmlq jgqrcb _q pc lgx_rgmlq jgqrcb |||||||||||||||||||| ` Gd Wcq ml jglc 1_&gg'* _pc rfc pcj_rcb mpe_lgx_rgmlq jgqrcb _q pcosgpcb ml Qafcbsjc P= fc c mpe_lgx_rgml mpe_lgx_ e Bcqapg`c gl N_pr VGGG rfc glrclbcb sqcq md rfc mpe_lgx_rgml%q clbmukclr dslbq,
N_pr TG
Wcq
Lm
1_&g' 1_&gg' 1`
lr J_lb* @sgjbgleq* _lb Cosgnkclr
m Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc //_, Qcc Dmpk 77.* N_pr V* jglc /., Bcqapgnrgml md npmncprw
&_' Amqr mp mrfcp `_qgq &gltcqrkclr'
&`' Amqr mp mrfcp `_qgq &mrfcp'
&b' @mmi t_jsc
75*471,
20*577, 1/6*45/,
3.*623, 3.*623, c Mrfcp }}}}}}}}}}}}}}}}}}}} "=ifogh "^# gomn _ko[f @ilg 33*& J[ln R& fch_ +*]& ]ifogh "<## Rmr_j, ?bb jglcq /_ rfpmsef /c, }}}}}}}}}}}}}}}
., 14/*25.,
/_ J_lb |||||||||||||||||||| ` @sgjbgleq |||||||||||||||||| a Jc_qcfmjb gknpmtckclrq |||||||||| b Cosgnkclr |||||||||||||||||
20*577, 2/4*142,
&a' ?aasksj_rcb bcnpcag_rgml
Qafcbsjc B &Dmpk 77.' &Pct, /0+0.02'
210.30 ./+.0+03
04 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
Qafcbsjc B &Dmpk 77.' &Pct, /0+0.02' S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
37+10452.6
N_pr TGG Gltcqrkclrq + Mrfcp Qcaspgrgcq
N_ec 1
Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc //`, Qcc Dmpk 77.* N_pr V* jglc /0,
&_' Bcqapgnrgml md qcaspgrw mp a_rcempw &glajsbgle l_kc md qcaspgrw'
&`' @mmi t_jsc
&a' Kcrfmb md t_js_rgml8 Amqr mp clb+md+wc_p k_picr t_jsc
&/' Dgl_lag_j bcpgt_rgtcq ||||||||||||||| &0' Ajmqcjw fcjb cosgrw glrcpcqrq ||||||||||| &1' Mrfcp &?' &@' &A' &B' &C' &D' &F' Rmr_j, &Amj, &`' ksqr cos_j Dmpk 77.* N_pr V* jglc /0* amj, &@''
N_pr TGGG Gltcqrkclrq + Npmep_k Pcj_rcb,
A MN W
&E'
.* N_pr V* jglc /1, r V* jglc / Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc //a, Qcc Dmpk 77.* N_pr V* jglc /1, b md t_js_rgml8 Amqr b md t_js_rgml8 Amqr mp cl &_' Bcqapgnrgml md gltcqrkclr &`' @mmi t_jsc &a' Kcrfmb md t_js_rgml8 Amqr mp clb+md+wc_p k_picr t_jsc
&/' &0' &1' &2' &3' &4' &5' &7'
AJ GC LR
&6' Rmr_j, &Amj, &`' ksqr cos_j Dmpk 77.* N_pr V* jglc /1* amj, &@''
N_pr GV
Mrfcp ?qqcrq
.* N_pr GT* jglc //b .* N_pr GT* jglc //b, Qcc Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc //b, Qcc Dmpk 77.* N_pr V* jglc /3, ml &_' Bcqapgnrgml
&/' &0' &1' &2' &3' &4' &5' &6'
&`' @mmi t_jsc
&7' n R& fch_ +/& ]if( "<## & fch_ +/& ]if( "< & " Rmr_j, "=ifogh "\# gomn _ko[f @ilg 33*& J[ln R& fch_ +/& ]if( "<## }}}}}}}}}}}}}}}}}}}}}}}}}}}}}
N_pr V
/,
Mrfcp Jg_`gjgrgcq
Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml ml Dmpk 77.* N_pr GT* jglc //c mp //d, Qcc Dmpk 77.* N_pr V* jglc 03, &_' Bcqapgnrgml md jg_`gjgrw
&`' @mmi t_jsc
&/' Dcbcp_j glamkc r_vcq &0' &1' &2' &3' &4' &5' &6' &7' Rmr_j, "=ifogh "\# gomn _ko[f @ilg 33*& J[ln R& fch_ ,/& ]if( "<## }}}}}}}}}}}}}}}}}}}}}}}}}}}}} 0, Jg_`gjgrw dmp slacpr_gl r_v nmqgrgmlq, Gl N_pr VGGG* npmtgbc rfc rcvr md rfc dmmrlmrc rm rfc mpe_lgx_rgml%q dgl_lag_j qr_rckclrq rf_r pcnmprq rfc
mpe_lgx_rgml%q jg_`gjgrw dmp slacpr_gl r_v nmqgrgmlq slbcp D?Q@ ?QA 52., Afcai fcpc gd rfc rcvr md rfc dmmrlmrc f_q `ccl npmtgbcb gl N_pr VGGG } Qafcbsjc B &Dmpk 77.' &Pct, /0+0.02'
210.31 ./+.0+03
05 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
Qafcbsjc B &Dmpk 77.' &Pct, /0+0.02' S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
N_pr VG
37+10452.6 Pcamlagjg_rgml md Pctclsc ncp ?sbgrcb Dgl_lag_j Qr_rckclrq Ugrf Pctclsc ncp Pcrspl Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc /0_,
/
Rmr_j pctclsc* e_glq* _lb mrfcp qsnnmpr ncp _sbgrcb dgl_lag_j qr_rckclrq
0
?kmslrq glajsbcb ml jglc / `sr lmr ml Dmpk 77.* N_pr TGGG* jglc /08
|||||||||||||||||||
_ Lcr slpc_jgxcb e_glq &jmqqcq' ml gltcqrkclrq |||||||||||||||||| ` Bml_rcb qcptgacq _lb sqc md d_agjgrgcq ||||||||||||||||||||||
0_
a Pcamtcpgcq md npgmp wc_p ep_lrq ||||||||||||||||||||||||| b Mrfcp &Bcqapg`c gl N_pr VGGG,' |||||||||||||||||||||||||||
0a
/
0`
0b c ?bb jglcq 0_ rfpmsef 0b ||||||||||||||||||||||||||||||||||||||||||| 1 Qs`rp_ar jglc 0c dpmk jglc / |||||||||||||||||||||||||||||||||||||||||| 2
N_ec 2
0c 1
?kmslrq glajsbcb ml Dmpk 77.* N_pr TGGG* jglc /0* `sr lmr ml jglc /8 _ Gltcqrkclr cvnclqcq lmr glajsbcb ml Dmpk 77.* N_pr TGGG* jglc 5` |||||||| ` Mrfcp &Bcqapg`c gl N_pr VGGG,' |||||||||||||||||||||||||||
2_
AJ GC LR A MN W
2` ||||| ||| a ?bb jglcq 2_ _lb 2` ||||||||||||||||||||||||||||||||||||||||||||| }}}}}} 3 Rmr_j pctclsc, ?bb jglcq 1 _lb 2a, "Nbcm gomn _ko[f @ilg 33*& J[ln C& fch_ +,(# }}}}}}}}}}}}}}}}}}
2a 3
N_pr VGG Pcamlagjg_rgml md Cvnclqcq ncp ?sbgrcb Dgl_lag_j Qr_rckclrq Ugrf Cvnclqcq ncp Pcrspl nclqcq ncp Pcrspl clqcq nc Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc /0_,
/
|||||||||| Rmr_j cvnclqcq _lb jmqqcq ncp _sbgrcb dgl_lag_j qr_rckclrq ||||||||||||||||||||||||||
0
?kmslrq glajsbcb ml jglc / `sr lmr ml Dmpk 77.* N_pr GV* jglc 038
_ Bml_rcb qcptgacq _lb sqc md d_agjgrgcq |||||||||||||||||||||| ` Npgmp wc_p _bhsqrkclrq |||||||||||||||||||||||||||||
_ 0_
a Mrfcp jmqqcq |||||||||||||||||||||||||||||||||| | b Mrfcp &Bcqapg`c gl N_pr VGGG,' |||||||||||||||||||||||||||
0a
0`
0b |||||||||||| |||| c ?bb jglcq 0_ rfpmsef 0b ||||||||||||||||||||||||||||||||||||||||||| || ||||||||||| 1 Qs`rp_ar jglc 0c dpmk jglc / |||||||||||||||||||||||||||||||||||||||||| 2
/
0c 1
?kmslrq glajsbcb ml Dmpk 77.* N_pr GV* jglc 03* `sr lmr ml jglc /8
|||||| _ Gltcqrkclr cvnclqcq lmr glajsbcb ml Dmpk 77.* N_pr TGGG* jglc 5` |||||||| |||| ||||||| ` Mrfcp &Bcqapg`c gl N_pr VGGG,' |||||||||||||||||||||||||||
2_
2 2` ||||||||||| ||| a ?bb jglcq 2_ _lb 2` ||||||||||||||||||||||||||||||||||||||||||||| }} }}}} J[ln C& fch_ +2(# & # }}}}}}}}}}}}}}}}} 3 Rmr_j cvnclqcq, ?bb jglcq 1 _lb 2a, "Nbcm gomn _ko[f @ilg 33*& J[ln C& fch_ +2(#
N_pr VGGG Qsnnjckclr_j Gldmpk_rgml
2a 3
Npmtgbc rfc bcqapgnrgmlq pcosgpcb dmp N_pr GG* jglcq 1* 3* _lb 79 N_pr GGG* jglcq /_ _lb 29 N_pr GT* jglcq /` _lb 0`9 N_pr T* jglc 29 N_pr V* jglc 09 N_pr VG* r GGG* jglcq /_ _lb 29 N_pr GGG* jglcq /_ _lb 29 jglcq 0b _lb 2`9 _lb N_pr VGG* jglcq 0b _lb 2`, ?jqm amknjcrc rfgq n_pr rm npmtgbc _lw _bbgrgml_j gldmpk_rgml, fgq n_pr rm npmtgbc _lw _b q n_pr rm npmtgbc
N?PR GGG* JGLC 28 UC FMJB ? AMJJCARGML MD QN?AC NPMEP?K PCJ?RCB KCKMP?@GJG? RF?R QCPTCQ RFC NSPNMQC MD NPCQCPTGLE RFC FGQRMPW GLTMJTCB RFCPC ?LB EGTGLE SQ RFC MNNMPRSLGRW ?Q ? KSQCSK RM QF?PC RFCQC GRCKQ UGRF RFC NS@JGA ?LB FMNCDSJJW GLQNGPC DSPRFCP CLBC?TMPQ,
210.32 ./+.0+03
Qafcbsjc B &Dmpk 77.' &Pct, /0+0.02'
06 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
QAFCBSJC E &Dmpk 77.' &Pct, Bcack`cp 0.02'
Qsnnjckclr_j Gldmpk_rgml Pce_pbgle Dslbp_gqgle mp E_kgle ?argtgrgcq Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc /5* /6* mp /7* mp gd rfc mpe_lgx_rgml clrcpcb kmpc rf_l "/3*... ml Dmpk 77.+CX* jglc 4_,
Bcn_prkclr md rfc Rpc_qspw Glrcpl_j Pctclsc Qcptgac
L_kc md rfc mpe_lgx_rgml
N_pr G
MK@ Lm, /323+..25
Mncl rm Ns`jga Glqncargml
?rr_af rm Dmpk 77. mp Dmpk 77.+CX, Em rm uuu,gpq,emt-Dmpk77. dmp glqrpsargmlq _lb rfc j_rcqr gldmpk_rgml,
Cknjmwcp gbclrgdga_rgml lsk`cp
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 37+10452.6 Dslbp_gqgle ?argtgrgcq, Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc /5, Dmpk 77.+CX dgjcpq _pc lmr
pcosgpcb rm amknjcrc rfgq n_pr,
/ Glbga_rc ufcrfcp rfc mpe_lgx_rgml p_gqcb dslbq rfpmsef _lw md rfc dmjjmugle _argtgrgcq, Afcai _jj rf_r _nnjw, _ K_gj qmjgagr_rgmlq c Qmjgagr_rgml md lmlemtcplkclr ep_lrq
b Gl+ncpqml qmjgagr_rgmlq
d
Qmjgagr_rgml md emtcplkclr ep_lrq
e Qncag_j dslbp_gqgle ctclrq
AJ GC LR A MN W
` Glrcplcr _lb ck_gj qmjgagr_rgmlq a Nfmlc qmjgagr_rgmlq
sqrccq* mp qrccq* 0 _ Bgb rfc mpe_lgx_rgml f_tc _ upgrrcl mp mp_j _epcckclr ugrf _lw glbgtgbs_j &glajsbgle mddgacpq* bgpcarmpq* rpsqrccq* mp icw cknjmwccq jgqrcb gl Dmpk 77.* N_pr TGG' mp clrgrw gl amllcargml ugrf npmdcqqgml_j dslbp_gqgle qcptgacq= cq=
Wcq
ufgaf rfc dslbp_gqcp gq rm fgaf rfc dslb ` Gd Wcq* jgqr rfc /. fgefcqr n_gb glbgtgbs_jq mp clrgrgcq &dslbp_gqcpq' nspqs_lr rm _epcckclrq slbcp ufgaf rfc dslbp_gqcp gq rm `c amknclq_rcb _r jc_qr "3*... `w rfc mpe_lgx_rgml, &g' L_kc _lb _bbpcqq md glbgtgbs_j mp clrgrw &dslbp_gqcp'
&gg' ?argtgrw
&ggg' Bgb dslbp_gqcp f_tc asqrmbw mp amlrpmj md amlrpg`srgmlq= Wcq
qq p >' Epmqq pcacgnrq dpmk _argtgrw _argtgr
? ?kms &t' & ?kmslr n_gb rm &mp pcr_glcb `w' rm rm &mp pcr dslbp_gqcp dsl jgqrcb gl amj, jgqr &g'
Lm
&tg' ?kmslr n_gb rm &mp pcr_glcb `w' mpe_lgx_rgml
Lm
}}} Rmr_j }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} 1 Jgqr _jj qr_rcq gl ufgaf rfc mpe_lgx_rgml gq pcegqrcpcb mp jgaclqcb rm qmjgagr amlrpg`srgmlq mp f_q `ccl lmrgdgcb gr gq cvcknr dpmk pcegqrp_rgml mp jgaclqgle,
Dmp N_ncpumpi Pcbsargml ?ar Lmrgac* qcc rfc Glqrpsargmlq dmp Dmpk 77. mp 77.+CX, JF?
210.6/ ./+/2+03
Qafcbsjc E &Dmpk 77.' &Pct, /0+0.02'
07 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
Qafcbsjc E &Dmpk 77.' &Pct, /0+0.02' S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
N_pr GG
37+10452.6 N_ec 0 Dslbp_gqgle Ctclrq, Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc /6* mp pcnmprcb kmpc rf_l "/3*... md dslbp_gqgle ctclr amlrpg`srgmlq _lb epmqq glamkc ml Dmpk 77.+CX* jglcq / _lb 4`, Jgqr ctclrq ugrf epmqq pcacgnrq epc_rcp rf_l "3*..., &_' Ctclr !/
&`' Ctclr !0
&a' Mrfcp ctclrq
&ctclr rwnc'
&ctclr rwnc'
&rmr_j lsk`cp'
Pctclsc
?SARGML+H?LS ?SARGML+DC@P ?PW 0.02 S?PW 0.02
/ Epmqq pcacgnrq ||||||||||||||
6
&b' Rmr_j ctclrq &_bb amj, &_' rfpmsef amj, &a''
1*7.3,
02*317,
/2*//5,
20*34/,
1*7.3,
02*317,
/2*//5,
20*34/,
1 Epmqq glamkc &jglc / kglsq jglc 0' }}}} 2 A_qf npgxcq |||||||||||||||
Bgpcar Cvnclqcq
3 Lmla_qf npgxcq ||||||||||||| 4 Pclr-d_agjgrw amqrq |||||||||||| 5 Dmmb _lb `ctcp_ecq
||||||||||
6 Clrcpr_glkclr |||||||||||||| 7 Mrfcp bgpcar cvnclqcq ||||||||||
07*000,
A MN W
0 Jcqq8 Amlrpg`srgmlq |||||||||||
/6*537,
11*67/,
AJ GC LR
Bgpcar Cvnclqcq
Pctclsc
||||||||||| |||| /. Bgpcar cvnclqc qskk_pw, ?bb jglcq 2 rfpmsef 7 gl amjskl &b' |||||||||||||||||||||||||| }}}}}}}}}}}} }} // Lcr glamkc qskk_pw, Qs`rp_ar jglc /. dpmk jglc 1* amjskl &b' }}}}}}}}}}}}}}}}}}}}}}}}}} N_pr GGG E_kgle, Amknjcrc gd rfc mpe_lgx_rgml _lqucpcb Wcq ml Dmpk 77.* N_pr GT* jglc /7* mp pcnmprcb kmpc rf_l 77.* N_ 77.* N_pr GT* jglc /7* mp pc "/3*... ml Dmpk 77.+CX* jglc 4_, sjj r_`qNsjj r_`q-glqr_lr &`' Nsjj r_`q-glqr_l &`' `glem-npmepcqqgtc `glem-npmepcq `glem-npmepcqqgtc `glem
&_' @glem
6/*650, 6/*650, +17*1//,
&b' Rmr_j e_kgle &_bb amj, &_' rfpmsef amj, &a''
&a' Mrfcp e_kgle
/ Epmqq pctclsc }}}}}}}}}}}}}} 0 A_qf npgxcq |||||||||||||||
1 Lmla_qf npgxcq |||||||||||||
2 Pclr-d_agjgrw amqrq ||||||||||||
}}} 3 Mrfcp bgpcar cvnclqcq }}}}}}}}}} ||| 4 Tmjslrccp j_`mp |||||||||||||
W Wcq Lm
f 3 gl am 5 Bgpcar cvnclqc qskk_pw, ?bb jglcq 0 rfpmsef 3 gl amjskl &b'
# Wcq
Lm
# Wcq
#
Lm
||||||||||||||||||||||||||
6 Lcr e_kgle glamkc qskk_pw, Qs`rp_ar jglc 5 dpmk jglc /* amjskl &b' }}}}}}}}}}}}}}}}}}}}}}} 7
Clrcp rfc qr_rc&q' gl ufgaf rfc mpe_lgx_rgml amlbsarq e_kgle _argtgrgcq8 _ Gq rfc mpe_lgx_rgml jgaclqcb rm amlbsar e_kgle _argtgrgcq gl c_af md rfcqc qr_rcq= |||||||||||||||||||| ` Gd Lm* cvnj_gl8
Wcq Lm
/. _ Ucpc _lw md rfc mpe_lgx_rgml%q e_kgle jgaclqcq pctmicb* qsqnclbcb* mp rcpkgl_rcb bspgle rfc r_v wc_p= ||||||||| ` Gd Wcq* cvnj_gl8
Wcq Lm
210.60 ./+/2+03
Qafcbsjc E &Dmpk 77.' &Pct, /0+0.02'
1. /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
Qafcbsjc E &Dmpk 77.' &Pct, /0+0.02' S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
37+10452.6 N_ec 1 // Bmcq rfc mpe_lgx_rgml amlbsar e_kgle _argtgrgcq ugrf lmlkck`cpq=||||||||||||||||||||||||||| Wcq Lm /0
Gq rfc mpe_lgx_rgml _ ep_lrmp* `clcdgag_pw mp rpsqrcc md _ rpsqr* mp _ kck`cp md _ n_prlcpqfgn mp mrfcp clrgrw dmpkcb
rm _bkglgqrcp af_pgr_`jc e_kgle= |||||||||||||||||||||||||||||||||||||||||||| /1
Glbga_rc rfc ncpaclr_ec md e_kgle _argtgrw amlbsarcb gl8 _ Rfc mpe_lgx_rgml%q d_agjgrw ||||||||||||||||||||||||||||||||||||||||||||||| ` ?l msrqgbc d_agjgrw |||||||||||||||||||||||||||||||||||||||||||||||||||
/2
Wcq Lm /1_
#
/1`
#
Clrcp rfc l_kc _lb _bbpcqq md rfc ncpqml ufm npcn_pcq rfc mpe_lgx_rgml%q e_kgle-qncag_j ctclrq `mmiq _lb pcampbq8 L_kc ?bbpcqq
GC LR A MN W
sc= ||||| |||||| Wcq /3 _ Bmcq rfc mpe_lgx_rgml f_tc _ amlrp_ar ugrf _ rfgpb n_prw dpmk ufmk rfc mpe_lgx_rgml pcacgtcq e_kgle pctclsc= ` Gd Wcq* clrcp rfc _kmslr md e_kgle pctclsc pcacgtcb `w rfc mpe_lgx_rgml md e_kgle pctclsc pcr_glcb `w rfc rfgpb n_prw "
"
Lm
_lb rfc _kmslr _lb rfc _
a Gd Wcq* clrcp rfc l_kc _lb _bbpcqq md rfc rfgpb n_prw8 L_kc ?bbpcqq /4
E_kgle k_l_ecp gldmpk_rgml8 L_kc E_kgle k_l_ecp amknclq_rgml Bcqapgnrgml md qcptgacq npmtgbcb
Bgpcarmp-mddgacp /5
K_lb_rmpw bgqrpg`srgmlq8
"
Cknjmwcc
Glbcnclbclr amlrp_armp Glbcncl Glbcnclbclr
ic af_pgr_`jc bgqrpg`srgml `jc bgqrpg _ Gq rfc mpe_lgx_rgml pcosgpcb slbcp qr_rc j_u rm k_ic af_pgr_`jc bgqrpg`srgmlq dpmk rfc e_kgle npmaccbq rm Wcq pcr_gl rfc qr_rc e_kgle jgaclqc= ||||||||||||||||||||||||||||||||||||||||||||| ||||||||| |||||||||||
Lm
AJ
bcp qr_rc j_u rm `c bgqrp cp qr_rc j_u rm `c ` Clrcp rfc _kmslr md bgqrpg`srgmlq pcosgpcb slbcp qr_rc j_u rm `c bgqrpg`srcb rm mrfcp cvcknr mpe_lgx_rgmlq mp qnclr gl rfc mpe_lgx_rgml%q mul cvcknr _argtgrgcq bspgle rfc r_v wc_p e rfc r_v w e wc_p " N_pr GT Qsnnjckclr_j Gldmpk_rgml, ml, l, Npmtgbc rfc cvnj_l_ Npmtgbc rfc cvnj_l_rgmlq pcosgpcb `w N_pr G* jglc 0`* amjsklq &ggg' _lb &t'9 _lb N_pr GGG* jglcq 7* 7`* /.`* Npmtgbc rfc /3`* /3a* /4* _lb /5`* _q _nnjga_`jc, ?jqm npmtgbc _lw _bbgrgml_j gldmpk_rgml, Qcc glqrpsargmlq, a_`jc, ?jqm npmtgbc _l `jc, ?jqm npmtgb
210.61 ./+/2+03
Qafcbsjc E &Dmpk 77.' &Pct, /0+0.02'
1/ /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, Qsnnjckclr_j Gldmpk_rgml "]ihncho_^#
Qafcbsjc E &Dmpk 77.'
37+10452.6 N_ec 2
AJ GC LR
A MN W
N_pr GT
Qafcbsjc E &Dmpk 77.' 210.62 ./+06+03
10 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
QAFCBSJC M &Dmpk 77.'
&Pct, Bcack`cp 0.02' Bcn_prkclr md rfc Rpc_qspw Glrcpl_j Pctclsc Qcptgac
Qsnnjckclr_j Gldmpk_rgml rm Dmpk 77. mp 77.+CX Amknjcrc rm npmtgbc gldmpk_rgml dmp pcqnmlqcq rm qncagdga oscqrgmlq ml Dmpk 77. mp 77.+CX mp rm npmtgbc _lw _bbgrgml_j gldmpk_rgml, ?rr_af rm Dmpk 77. mp Dmpk 77.+CX, Em rm uuu,gpq,emt-Dmpk77. dmp glqrpsargmlq _lb rfc j_rcqr gldmpk_rgml,
L_kc md rfc mpe_lgx_rgml
MK@ Lm, /323+..25
Mncl rm Ns`jga Glqncargml Cknjmwcp gbclrgdga_rgml lsk`cp
A MN W
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 37+10452.6 DMPK 77.* N?PR G* JGLC /* BCQAPGNRGML MD MPE?LGX?RGML KGQQGML8 RM NPCQCPTC RFC FGQRMPW MD RFC SLGRCB QR?RCQ% QN?AC NPMEP?K9 RM FMLMP MSP L?RGML%Q ?QRPML?SRQ ?LB ?CPMQN?AC GLLMT?RMPQ9 RM CBSA?RC ASPPCLR ?LB DSRSPC ECLCP?RGMLQ ?@MSR RFC Q?APGDGAC ?LB AMMNCP?RGML LCACQQ?PW RM @SGJB RFC C?PJW QN?AC NPMEP?K9 RM GLQNGPC RFC LCVR ECLCP?RGML MD QAGCLRGQRQ* GLLMT?RMPQ* ?LB CVNJMPCPQ UFM UGJJ R?IC MSP L?RGML* ?LB RFC UMPJB* GL LCU ?LB CVAGRGLE BGPCARGMLQ, DMPK 77.* N?PR GGG* JGLC /* BCQAPGNRGML MD MPE?LGX?RGML KGQQGML8 RM CBSA?RC ASPPCLR ?LB DSRSPC ECLCP?RGMLQ ?@MSR RFC Q?APGDGAC ?LB AMMNCP?RGML LCACQQ?PW RM @SGJB RFC C?PJW QN?AC NPMEP?K9 RM GLQNGPC RFC LCVR ECLCP?RGML MD QAGCLRGQRQ* GLLMT?RMPQ* ?LB CVNJMPCPQ UFM UGJJ R?IC MSP L?RGML* ?LB RFC UMPJB* GL LCU ?LB CVAGRGLE BGPCARGMLQ,
DMPK 77.* N?PR TG* QCARGML @* JGLC //@8 ? AMNW MD RFC PCRSPL GQ PCTGCUCB @W RFC CVCASRGTC AMKKGRRCC NPGMP RM DGJGLE UGRF RFC GPQ,
AJ GC LR
DMPK 77.* N?PR TG* QCARGML A* JGLC /68 RFC DMSLB?RGML%Q EMTCPLGLE BMASKCLRQ ?LB DGL?LAG?J QR?RCKCLRQ ?PC ?T?GJ?@JC SNML PCOSCQR DMP RFC Q?KC NCPGMB MD BGQAJMQSPC ?Q QCR DMPRF GL GPA QCARGML 4/.2&B', DMPK 77.* N?PR TG* QCARGML A* JGLC /78 RFC DMSLB?RGML%Q EMTCPLGLE BMASKCLRQ ?LB DGL?LAG?J QR?RCKCLRQ ?PC ?T?GJ?@JC SNML PCOSCQR DMP RFC Q?KC NCPGMB MD BGQAJMQSPC ?Q QCR DMPRF GL GPA QCARGML 4/.2&B',
Dmp N_ncpumpi Pcbsargml ?ar Lmrgac* qcc rfc Glqrpsargmlq dmp Dmpk 77. mp 77.+CX, 2100// ./+/3+03 JF?
Qafcbsjc M &Dmpk 77.' &Pct, /0+0.02'
11 /.03.307 /30/43 A5.11 0.02,.1.3. S,Q, QN?AC U?JI MD D?KC D A5.11]]/
'% '% '% '% '%
2)),&( 6&$11(5
2)),&( &20387(5
&20387(5 62)7:$5(
06 2)),&( 38%/,6+(5
&20387(5 6<67(0
+3 35,17(56 $32//2 02180(17 021,725,1* 6<67(0
206/// .2+./+02
0
0
+<
+<
+<
+<
+<
+<
+<
+<
+<
+<
00
'%
/
'%
2)),&( 35,17(5
/$1'
'%
.,26. &20387(5
6/
+<
'%
'(6. 723 &20387(5
6:2)) &20387(5 6 3$/0 $9( 7,7869,//( )/
+<
'%
3257$%/( &20387(5
+<
@sq # Cvaj
12
&B' + ?qqcr bgqnmqcb
Sl_bhsqrcb Amqr Mp @_qgq
Qcargml /57 Cvnclqc
( Pcbsargml Gl @_qgq
@cegllgle ?aasksj_rcb Bcnpcag_rgml
Asppclr Qca /57 Cvnclqc
Asppclr Wc_p Bcbsargml
Clbgle ?aasksj_rcb Bcnpcag_rgml
( GRA* Q_jt_ec* @mlsq* Amkkcpag_j Pctgr_jgx_rgml Bcbsargml* EM Xmlc
@_qgq Dmp Bcnpcag_rgml
W N M A R L C G J A
'%
7(/(9,6,21 9&5
+<
+<
'%
Jglc Lm,
+<
A m l t
2)),&( &23,(5
Jgdc
'%
Kcrfmb
.,26. &$%,1(7
B_rc ?aosgpcb
'%
Bcqapgnrgml
&+$,56
?qqcr Lm,
)250 3$*(
0.02 BCNPCAG?RGML ?LB ?KMPRGX?RGML PCNMPR
206/// .2+./+02
A m l t Jglc Lm,
13
&B' + ?qqcr bgqnmqcb
( Pcbsargml Gl @_qgq
Qcargml /57 Cvnclqc
@sq # Cvaj
Sl_bhsqrcb Amqr Mp @_qgq
@cegllgle ?aasksj_rcb Bcnpcag_rgml
Asppclr Qca /57 Cvnclqc
Asppclr Wc_p Bcbsargml
Clbgle ?aasksj_rcb Bcnpcag_rgml
( GRA* Q_jt_ec* @mlsq* Amkkcpag_j Pctgr_jgx_rgml Bcbsargml* EM Xmlc
@_qgq Dmp Bcnpcag_rgml
W N M A R L C G J A
+<
00
Jgdc
'%
Kcrfmb
&$53(7 5(3/$&(0(17 727$/ 3$*( '(35 $0257
B_rc ?aosgpcb
6/
Bcqapgnrgml
522) 5(3/$&(0(17
?qqcr Lm,
)250 3$*(
0.02 BCNPCAG?RGML ?LB ?KMPRGX?RGML PCNMPR
Dmpk
0626
&Pct, H_ls_pw 0.0/'
Bcn_prkclr md rfc Rpc_qspw Glrcpl_j Pctclsc Qcptgac
N_pr G
Nmucp md ?rrmplcw
Nmucp md ?rrmplcw _lb Bcaj_p_rgml md Pcnpcqclr_rgtc
MK@ Lm, /323+./3.
Dmp GPQ Sqc Mljw Pcacgtcb `w8
z Em rm uuu,gpq,emt-Dmpk0626 dmp glqrpsargmlq _lb rfc j_rcqr gldmpk_rgml,
L_kc Rcjcnfmlc
A_srgml8 ? qcn_p_rc Dmpk 0626 ksqr `c amknjcrcb dmp c_af r_vn_wcp, Dmpk 0626 ugjj lmr `c fmlmpcb dmp _lw nspnmqc mrfcp rf_l pcnpcqclr_rgml `cdmpc rfc GPQ, / R_vn_wcp gldmpk_rgml, R_vn_wcp ksqr qgel _lb b_rc rfgq dmpk ml n_ec 0* jglc 5, R_vn_wcp l_kc _lb _bbpcqq
Dslargml B_rc
-
-
R_vn_wcp gbclrgdga_rgml lsk`cp&q'
37+10452.6
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, 1.6 NGLC QRPCCR RGRSQTGJJC* DJ 10574
cp B_wrgkc rcjcnfmlc lsk`cp
Nj_l Nj_l lsk`cp &gd _nnjga_`jc'
AJ GC LR A MN W
10/+50.+2.16
fcpc`w _nnmglrq rfc dmjjmugle pcnpcqclr_rgtc&q' _q _rrmplcw&q'+gl+d_ar8
0 Pcnpcqclr_rgtc&q' ksqr qgel _lb b_rc rfgq dmpk ml n_ec 0* N_pr GG, L_kc _lb _bbpcqq
.1.1+20256P A?D Lm |||||||||||||||||| | |||||| A?D Lm,
@, CSECLC @SPICRR NM @MV 340443 PMAIJCBEC* DJ 10734+0443
L NRGL
N..427626 || |||||| |||||||||||||||||||
10/+41/+.161 | ||||||||||||||| Lm, |||||||||||||||||| || 10/+410+7440 D_v Lm, Afcaii gd lcu8 ?bbpcq ?bbpcqq Rcjcnfmlc Lm, D_v Lm, Afcai gd lcu8 ?bbpcqq Rcjcnfmlc Lm,
V
Afcai gd rm `c qclr amngcq md lmrgacq _lb amkkslga_rgmlq L_kc _lb _bbpcqq
A?D L A?D Lm, |||||||||||||||||| NRGL
|||||||||||||||||||
Rcjcn Rcjcnfmlc Lm, D_v D_v Lm,
Afcai gd rm `c qclr amngcq md lmrgacq _lb amkkslga_rgmlq L_kc _lb _bbpcqq
Afcai gd lcu Afcai gd lcu8 ?bbpcqq Rcjcnfmlc Lm, D_v Lm,
A?D Lm, |||||||||||||||||| NRGL
|||||||||||||||||||
Rcjcnfmlc Lm, D_v Lm,
|||||||||||||||
||||||||||||||||||
Afcai gd lcu8 ?bbpcqq Rcjcnfmlc Lm, D_v Lm,
rgtcq,' tcq,'' &Lmrc8 GPQ qclbq lmrgacq _lb amkkslga_rgmlq rm mljw rum pcnpcqclr_rgtcq,' L_kc _lb _bbpcqq
|||||||||||||||
||||||||||||||||||
A?D Lm, |||||||||||||||||| NRGL
|||||||||||||||||||
Rcjcnfmlc Lm, D_v Lm,
|||||||||||||||
||||||||||||||||||
Afcai gd lcu8 ?bbpcqq Rcjcnfmlc Lm, D_v Lm,
m pcnpcqclr_rgtcq,' npcqclr_rgtcq,'' &Lmrc8 GPQ qclbq lmrgacq _lb amkkslga_rgmlq rm mljw rum pcnpcqclr_rgtcq,' _lb ncpdmpk rfc dmjjmugle _ rfc dmjjm rm pcnpcqclr rfc r_vn_wcp `cdmpc rfc Glrcpl_j Pctclsc Qcptgac _lb ncpdmpk rfc dmjjmugle _arq8
Cvacnr n dmp rfc _arq bcq 1 ?arq _srfmpgxcb &wms _pc pcosgpcb rm amknjcrc jglc 1', Cvacnr dmp rfc _arq bcqapg`cb gl jglc 3`* G _srfmpgxc kw pcnpcqclr_rgtc&q' rm pcacgtc _lb cpdmpk mpk _arq G a_l n ncpdmpk nc glqncar kw amldgbclrg_j r_v gldmpk_rgml _lb rm ncpdmpk _arq G a_l ncpdmpk ugrf pcqncar rm rfc r_v k_rrcpq bcqapg`cb `cjmu, Dmp cv_knjc* kw l _lw _epcckclrq* l _lw _epcckclrq* amlq pcnpcqclr_rgtc&q' qf_jj f_tc rfc _srfmpgrw rm qgel _lw _epcckclrq* amlqclrq* mp qgkgj_p bmaskclrq &qcc glqrpsargmlq dmp jglc 3_ dmp _srfmpgxgle _ pcnpcqclr_rgtc rm qgel _ pcrspl', lr* N_wpmjj* Cvagqc* Cqr_rc* E * N_wpmjj* Cvagqc* Bcqapgnrgml md K_rrcp &Glamkc* Cknjmwkclr* N_wpmjj* Cvagqc* Cqr_rc* Egdr* NJP* DMG?* Agtgj Ncl_jrw* Q P* DMG?* Agtgj Nc Ufgqrjc`jmucp* Np_argrgmlcp Bgqagnjglc* NJP* DMG?* Agtgj Ncl_jrw* Qca, cra,' &qcc glqrp cra,' &qcc glqrpsargm 276.F Qf_pcb Pcqnmlqg`gjgrw N_wkclr* cra,' &qcc glqrpsargmlq'
GLAMKC
R_v Dmpk Lsk`cp
Wc_p&q' mp Ncpgmb&q' &gd _nnjga_`jc'
&/.2.* 72/* 50.* cra,' &gd _nnjga_`jc'
&qcc glqrpsargmlq'
77.
0.01+0.03
2 Qncagdga sqc lmr pcampbcb ml rfc Aclrp_jgxcb ?srfmpgx_rgml Dgjc &A?D', Gd rfc nmucp md _rrmplcw gq dmp _ qncagdga sqc lmr pcampbcb ml A?D* afcai rfgq `mv, Qcc Fch_ .( Mj_]c`c] Om_ Hin L_]il^_^ ih =;@ gl rfc glqrpsargmlq }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
3_ ?bbgrgml_j _arq _srfmpgxcb, Gl _bbgrgml rm rfc _arq jgqrcb ml jglc 1 _`mtc* G _srfmpgxc kw pcnpcqclr_rgtc&q' rm ncpdmpk rfc dmjjmugle _arq &qcc glqrpsargmlq dmp jglc 3_ dmp kmpc gldmpk_rgml'8 ?aacqq kw GPQ pcampbq tg_ _l Glrcpkcbg_rc Qcptgac Npmtgbcp9
?srfmpgxc bgqajmqspc rm rfgpb n_prgcq9 Qs`qrgrsrc mp _bb pcnpcqclr_rgtc&q'9
Qgel _ pcrspl9
Mrfcp _arq _srfmpgxcb8 2/174/ .2+./+02
JF? Dmp Npgt_aw ?ar _lb N_ncpumpi Pcbsargml ?ar Lmrgac* qcc rfc glqrpsargmlq,
Dmpk 0626 &Pct, /+0.0/'
N_ec 0
Dmpk 0626 &Pct, /+0.0/'
`
Qncagdga _arq lmr _srfmpgxcb, Kw pcnpcqclr_rgtc&q' gq &_pc' lmr _srfmpgxcb rm clbmpqc mp mrfcpugqc lcemrg_rc _lw afcai &glajsbgle bgpcargle mp _aacnrgle n_wkclr `w _lw kc_lq* cjcarpmlga mp mrfcpugqc* glrm _l _aamslr mulcb mp amlrpmjjcb `w rfc pcnpcqclr_rgtc&q' mp _lw dgpk mp mrfcp clrgrw ugrf ufmk rfc pcnpcqclr_rgtc&q' gq &_pc' _qqmag_rcb' gqqscb `w rfc emtcplkclr gl pcqncar md _ dcbcp_j r_v jg_`gjgrw, Jgqr _lw mrfcp qncagdga bcjcrgmlq rm rfc _arq mrfcpugqc _srfmpgxcb gl rfgq nmucp md _rrmplcw &qcc glqrpsargmlq dmp jglc 3`'8
4
Pcrclrgml-pctma_rgml md npgmp nmucp&q' md _rrmplcw, Rfc dgjgle md rfgq nmucp md _rrmplcw _srmk_rga_jjw pctmicq _jj c_pjgcp nmucp&q' md _rrmplcw ml dgjc ugrf rfc Glrcpl_j Pctclsc Qcptgac dmp rfc q_kc k_rrcpq _lb wc_pq mp ncpgmbq amtcpcb `w rfgq dmpk, Gd wms bm lmr u_lr rm pctmic _ npgmp nmucp md _rrmplcw* afcai fcpc
|||||||||||||||||||||||||||||||||||||||||||||||
WMS KSQR ?RR?AF ? AMNW MD ?LW NMUCP MD ?RRMPLCW WMS U?LR RM PCK?GL GL CDDCAR, R_vn_wcp bcaj_p_rgml _lb qgel_rspc, Gd _ r_v k_rrcp amlacplq _ wc_p gl ufgaf _ hmglr pcrspl u_q dgjcb* c_af qnmsqc ksqr dgjc _ qcn_p_rc nmucp md _rrmplcw ctcl gd rfcw _pc _nnmglrgle rfc q_kc pcnpcqclr_rgtc&q', Gd qgelcb `w _ ampnmp_rc mddgacp* n_prlcp* es_pbg_l* r_v k_rrcpq n_prlcp* _l _l r n_prlcpqfgn pcnpcqclr_rgtc &mp bcqgel_rcb glbgtgbs_j* gd _nnjga_`jc'* cvcasrmp* pcacgtcp* _bkglgqrp_rmp* rpsqrcc* mp glbgtgbs_j mrfcp rf_l rfc r_vn_wcp* G acprgdw G f_tc rfc jce_j _srfmpgrw rm cvcasrc rfgq dmpk ml `cf_jd md rfc r_vn_wcp, GD LMR AMKNJCRCB* QGELCB* ?LB B?RCB* RFC GPQ UGJJ PCRSPL RFGQ NMUCP MD ?RRMPLCW RM RFC R?VN?WCP,
Qgel_rspc E?@PGCJ E, PMRF@J?RR Npglr l_kc
N_pr GG
Bcaj_p_rgml md Pcnpcqclr_rgtc
CVCASRGTC BGPCARMP B_rc Rgrjc &gd _nnjga_`jc' Rgrjc &gd _ Rgrjc &gd _nnjga_` S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA, Npglr l_kc md r_vn_wcp dpmk jglc / gd mrfcp rf_l glbgtgbs_j r_vn_wcp dpmk jgl r_vn_wcp dpmk jglc / gd mrfcp rf_l
A MN W
5
Slbcp ncl_jrgcq md ncphspw* `w kw qgel_rspc `cjmu G bcaj_pc rf_r8 ctclsc Qcptgac9 clsc Qcptgac9 G _k lmr asppclrjw qsqnclbcb mp bgq`_ppcb dpmk np_argac* mp glcjgeg`jc dmp np_argac* `cdmpc rfc Glrcpl_j Pctclsc Qcptgac9
rgac `cdmpc rfc Glrcpl_j Pct cdmpc rfc Glrcpl_ G _k qs`hcar rm pcesj_rgmlq gl Agpasj_p 01. &1/ ADP* Qs`rgrjc ?* N_pr /.'* _q _kclbcb* emtcplgle np_argac `cdmpc rfc Glrcpl_j Pctclsc Qcptgac9 G _k _srfmpgxcb rm pcnpcqclr rfc r_vn_wcp gbclrgdgcb gl N_pr G dmp rfc k_rrcp&q' qncagdgcb rfcpc9 _lb G _k mlc md rfc dmjjmugle8 _
qfmul `cjmu, ul `c ?rrmplcw + _ kck`cp gl emmb qr_lbgle md rfc `_p md rfc fgefcqr amspr md rfc hspgqbgargml qfmul `cjmu,
`
`jga _aamslr_lr gl rfc hspgqb slr_lr gl rfc Acprgdgcb Ns`jga ?aamslr_lr + _ fmjbcp md _l _argtc jgaclqc rm np_argac _q _ acprgdgcb ns`jga _aamslr_lr gl rfc hspgqbgargml qfmul `cjmu,
a
01., 1., Clpmjjcb ?eclr + clpmjjcb _q _l _eclr `w rfc GPQ ncp rfc pcosgpckclrq md Agpasj_p 01.,
b
Mddgacp + _ `ml_ dgbc mddgacp md rfc r_vn_wcp mpe_lgx_rgml,
c
Dsjj+Rgkc Cknjmwcc + _ dsjj+rgkc cknjmwcc md rfc r_vn_wcp,
d
n_pclr* afgjb* ep_lbn_pclr* e _pclr* afgjb* ep_lbn_p D_kgjw Kck`cp + _ kck`cp md rfc r_vn_wcp%q gkkcbg_rc d_kgjw &qnmsqc* n_pclr* afgjb* ep_lbn_pclr* ep_lbafgjb* qrcn+n_pclr* qrcn+afgjb* `pmrfcp* mp qgqrcp',
e
mjjkclr md ?ars_pgcq slbcp lr md ?ars Clpmjjcb ?ars_pw + clpmjjcb _q _l _ars_pw `w rfc Hmglr @m_pb dmp rfc Clpmjjkclr md ?ars_pgcq slbcp 07 S,Q,A, /020 &rfc _srfmpgrw
AJ GC LR
% % % %
1.', .', rm np_argac `cdmpc rfc GPQ gq jgkgrcb `w qcargml /.,1&b' md Agpasj_p 01.', f
gq jgkgrcb, ?l slclpmjjcb pc gq jgkgrcb, ?l s Slclpmjjcb Pcrspl Npcn_pcp + ?srfmpgrw rm np_argac `cdmpc rfc GPQ gq jgkgrcb, ?l slclpmjjcb pcrspl npcn_pcp k_w pcnpcqclr* npmtgbcb rfc npcn_pcp &/' b gd rfcpc gq lm qgel_r b gd rfcpc gq lm qgel_rspc qn npcn_pcb _lb qgelcb rfc pcrspl mp aj_gk dmp pcdslb &mp npcn_pcb gd rfcpc gq lm qgel_rspc qn_ac ml rfc dmpk'9 &0' u_q cjgeg`jc rm qgel rfc pcrspl mp c pcosgpcb ?lls_j Dgjgle Qc_ pcosgpcb ?lls_j Dgj aj_gk dmp pcdslb9 &1' f_q _ t_jgb NRGL9 _lb &2' nmqqcqqcq rfc pcosgpcb ?lls_j Dgjgle Qc_qml Npmep_k Pcampb md Amknjcrgml&q', Qcc Qncag_j Psjcq _lb Pcosgpckclrq dmp Slclpmjjcb Pcrspl Npcn_pcpq gl rfc glqrpsargmlq dmp _bbgrgml_j gldmpk_rgml, rfc glqrpsargmlq dmp _bbgrgm fc glqrpsargmlq dmp _b qgml rm pcnpcqclr r_vn_wcpq l rm pcnpcqclr r_vn Os_jgdwgle Qrsbclr mp J_u Ep_bs_rc + pcacgtcq ncpkgqqgml rm pcnpcqclr r_vn_wcpq `cdmpc rfc GPQ `w tgprsc md fgq-fcp qr_rsq _q _ j_u* `sqglcqq* mp
i
GRA mp QRAN, Qcc glqrpsargm N, Qcc glq _aamslrgle qrsbclr* mp j_u ep_bs_rc umpigle gl _ JGRA mp QRAN, Qcc glqrpsargmlq dmp N_pr GG dmp _bbgrgml_j gldmpk_rgml _lb pcosgpckclrq, crgpckclr nj_l _eclr slbcp rgpckclr nj_l _eclr s Clpmjjcb Pcrgpckclr Nj_l ?eclr + clpmjjcb _q _ pcrgpckclr nj_l _eclr slbcp rfc pcosgpckclrq md Agpasj_p 01. &rfc _srfmpgrw rm np_argac `cdmpc rfc
p
/.,1&c'', .,1&c'', Glrcpl_j Pctclsc Qcptgac gq jgkgrcb `w qcargml /.,1&c'',
z GD RFGQ BCAJ?P?RGML MD PCNPCQCLR?RGTC GQ LMR AMKNJCRCB* QGELCB* ?LB B?RCB* RFC GPQ UGJJ PCRSPL RFC NMUCP MD ?RRMPLCW, LR?RGTC GQ LMR AMK LR?RGTC GQ LMR AMKNJCR RFC MPBCP JGQRCB RFC MPBCP JGQRCB GL N? PCNPCQCLR?RGTCQ KSQR QGEL GL RFC MPBCP JGQRCB GL N?PR G* JGLC 0, l* mp pcj_rgmlqfgn n rm rfc r_v Jgaclqgle hspgqbgargml amjskl, Lmrc8 Dmp bcqgel_rgmlq b+d* clrcp wmsp rgrjc* nmqgrgml* mp pcj_rgmlqfgn rm rfc r_vn_wcp gl rfc Bcqgel_rgml + Glqcpr _`mtc jcrrcp &_+p',
@
Jgaclqgle hspgqbgargml &Qr_rc' mp mrfcp jgaclqgle _srfmpgrw &gd _nnjga_`jc'
* acprgdga_rgml* acprgdga_rgml* @_p* jgaclqc* acprgdga_rgml* ml* mp ml* mp pcegqrp_rgml* mp `cp clpmjjkclr lsk`cp &gd _nnjga_`jc'
DJMPGB?
?A1215/
Qgel_rspc
B_rc
Dmpk 0626 &Pct, /+0.0/'
2/1740 .2+./+02
1*6..,
73.,
//.1760..B@3,.. /5 //.1760..B@3,.. /5 /0/.760..B@3,.. /5 /0/.760..B@3,.. /5 /0/.760..B@3,.. /5 /0/.760..B@5,.. /5 /0/.76 4.K 21
3 NMPR?@JC AMKNSRCP
4 BCQI RMN AMKNSRCP
5 IGMQI AMKNSRCP
6 MDDGAC NPGLRCP
7 MDDGAC QA?LLCP
/. MDDGAC AMKNSRCP
// AMKNSRCP QMDRU?PC
/0 KQ MDDGAC-NS@JGQFCP /0/.76 4.K 21
&B' + ?qqcr bgqnmqcb
20*577,
.5/2/3J
/6 J?LB
356,
.5/2/3QJ 17,../4 163*/7.,
//.3/10..B@3,.. /5
/*.0/,
.0/4/20..B@3,.. /5
/4 QUMDD AMKNSRCP 201 Q, N?JK ?TC,* /5 RGRSQTGJJC* DJ
3.5,
.1.5/00..B@3,.. /5
/2 0 FN NPGLRCPQ ?NMJJM KMLSKCLR /3 KMLGRMPGLE QWQRCK
//*.2/,
.//..60..B@5,.. /5
/*...,
23.,
23.,
1*./2,
4..,
/*0..,
00.,
/1 AMKNSRCP QWQRCK
206/.0 .2+./+02
@sq # Cvaj
3*30/,
( Pcbsargml Gl @_qgq
20*577,
163*/7.,
067,
/*.0/,
031,
61*732,
067,
/*.0/,
031,
3*30.,
73.,
1*6..,
/*...,
23.,
23.,
1*./2,
4..,
/*0..,
00.,
3..,
/*...,
1..,
?aasksj_rcb Bcnpcag_rgml
Asppclr Qca /57
.,
7*655,
.,
.,
.,
.,
.,
.,
.,
.,
.,
.,
.,
.,
.,
.,
.,
.,
Asppclr Wc_p Bcbsargml
( GRA* Qcargml /57* Q_jt_ec* @mlsq* Amkkcpag_j Pctgr_jgx_rgml Bcbsargml
067,
032,
3*30.,
73.,
1*6..,
/*...,
23.,
23.,
1*./2,
4..,
/*0..,
00.,
3..,
/*...,
1..,
@_qgq Dmp Bcnpcag_rgml
W N M A R L C G J A
.401..0..B@5,.. /5
2 RCJCTGQGML-TAP
3..,
/*...,
1..,
Sl_bhsqrcb Amqr Mp @_qgq
.401..0..B@5,.. /5
Jglc Lm,
1 MDDGAC AMNGCP
Jgdc
/0/.760..B@5,.. /5
Kcrfmb
0 IGMQI A?@GLCR
B_rc ?aosgpcb
//.1760..B@5,.. /5
Bcqapgnrgml
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
/ 0. AF?GPQ
?qqcr Lm,
+ ASPPCLR WC?P DCBCP?J +
0.02 BCNPCAG?RGML ?LB ?KMPRGX?RGML PCNMPR
Bcqapgnrgml
Kcrfmb
Jgdc
Jglc Lm,
.0050.QJ 17,../4
B_rc ?aosgpcb
1/*/52,
Sl_bhsqrcb Amqr Mp @_qgq
206/.0 .2+./+02
02*0/2,
( Pcbsargml Gl @_qgq
1/*/52,
@_qgq Dmp Bcnpcag_rgml
1*.41,
?aasksj_rcb Bcnpcag_rgml
&B' + ?qqcr bgqnmqcb
Asppclr Qca /57
/.*454,
.,
577,
Asppclr Wc_p Bcbsargml
( GRA* Qcargml /57* Q_jt_ec* @mlsq* Amkkcpag_j Pctgr_jgx_rgml Bcbsargml
1.*056, 257*51., /.5*362,
W N M A R L C G J A
@sq # Cvaj
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
0. A?PNCR PCNJ?ACKCLR .50/000..B@3,.. /5 02*0/2, ( RMR?J 77. N?EC /. BCNP $ ?KMPR 3/.*..6,
/7 PMMD PCNJ?ACKCLR
?qqcr Lm,
+ ASPPCLR WC?P DCBCP?J +
0.02 BCNPCAG?RGML ?LB ?KMPRGX?RGML PCNMPR
Bcqapgnrgml
206/.1 .2+./+02
Kcrfmb
Jgdc
Sl_bhsqrcb Amqr Mp @_qgq
( Pcbsargml Gl @_qgq @_qgq Dmp Bcnpcag_rgml
?aasksj_rcb Bcnpcag_rgml
//.1760..B@5,.. 1.., 1.., 1.., /0/.760..B@5,.. /*..., /*..., /*..., .401..0..B@5,.. 3.., 3.., 3.., .401..0..B@5,.. 00., 00., 00., //.1760..B@3,.. /*0.., /*0.., /*0.., //.1760..B@3,.. 4.., 4.., 4.., /0/.760..B@3,.. 1*./2, 1*./2, 1*./2, /0/.760..B@3,.. 23., 23., 23., /0/.760..B@3,.. 23., 23., 23., /0/.760..B@5,.. /*..., /*..., /*..., /0/.76 4.K 1*6.., 1*6.., 1*6.., /0/.76 4.K 73., 73., 73., .//..60..B@5,.. //*.2/, 3*30/, 3*30., 3*30., .1.5/00..B@3,.. 3.5, 032, 031, 031, .0/4/20..B@3,.. /*.0/, /*.0/, /*.0/, //.3/10..B@3,.. 356, 067, 067, 067, .5/2/3QJ 17,.. 163*/7., 163*/7., 71*61/, .5/2/3J 20*577, 20*577, .0050.QJ 17,.. 1/*/52, 1/*/52, 1*640, .50/000..B@3,.. 02*0/2,02*0/2, 3/.*..6,1.*056, 257*51., //6*04.,
B_rc ?aosgpcb
S,Q, QN?AC U?JI MD D?KC DMSLB?RGML* GLA,
&B' + ?qqcr bgqnmqcb
., ., ., ., ., ., ., ., ., ., ., ., ., ., ., ., 7*655, ., 577, ., /.*454,
?kmslr Md Bcnpcag_rgml
( GRA* Qcargml /57* Q_jt_ec* FP 1.7.* Amkkcpag_j Pctgr_jgx_rgml Bcbsargml* EM Xmlc
W N M A R L C G J A
/ 0. AF?GPQ 0 IGMQI A?@GLCR 1 MDDGAC AMNGCP 2 RCJCTGQGML-TAP 3 NMPR?@JC AMKNSRCP 4 BCQI RMN AMKNSRCP 5 IGMQI AMKNSRCP 6 MDDGAC NPGLRCP 7 MDDGAC QA?LLCP /. MDDGAC AMKNSRCP // AMKNSRCP QMDRU?PC /0 KQ MDDGAC-NS@JGQFCP /1 AMKNSRCP QWQRCK /2 0 FN NPGLRCPQ /3 ?NMJJM KMLSKCLR KMLGRMPGLE QWQRCK /4 QUMDD AMKNSRCP /5 201 Q, N?JK ?TC,* RGRSQTGJJC* DJ /6 J?LB /7 PMMD PCNJ?ACKCLR 0. A?PNCR PCNJ?ACKCLR ( RMR?J 77. N?EC /. BCNP $ ?KMPR
?qqcr Lm,
+ LCVR WC?P DCBCP?J +
0.03 BCNPCAG?RGML ?LB ?KMPRGX?RGML PCNMPR
Marketing Support Program FY 2026-2027 Event Income/Expense Report 2026-2027 projection
2025-2026 actuals
Difference
$170,000.00
$153,451.90
$16,548.10
Admissions
$10,000.00
$8,571.88
$1,428.12
Contract Services
$5,000.00
$2,250.00
$2,750.00
Gift Shop
$33,000.00
$34,795.57
-$1,795.57
Utilities
$19,250.00
$16,631.70
$2,618.30
Membership
$10,000.00
$7,405.00
$2,595.00
Space Rental / Mortgage
$23,000.00
$22,694.16
$305.84
Engravings
$3,000.00
$1,500.00
$1,500.00
Insurance Gen. Liability
$6,500.00
$6,051.45
$448.55
Consignment
$38,500.00
$24,708.16
$13,791.84
Insurance D&O
$1,200.00
$1,101.91
$98.09
Interest / Investment
$4,500.00
$4,000.00
$500.00
$0.00
Corp. Contributions
$27,500.00
$26,124.41
$1,375.59
$22,768.88
Ind. Contributions
$22,500.00
$21,665.41
$834.59
$0.00
$72,314.00
-$72,314.00
$149,000.00
$201,084.43
-$52,084.43
Expenses
Personnel
Subtotal Other Expenses
$224,950.00
$202,181.12
Equipment / Supplies
$11,000.00
$10,000.00
$1,000.00
Inventory
$19,800.00
$18,000.00
$1,800.00
Special Events
$22,000.00
$20,000.00
$2,000.00
Income
FL DOS GPS
$0.00
Subtotal Income Income Sponsors
2026-2027 projection
2025-2026 actuals
Difference
$0.00 $0.00 $0.00
Income Other
$0.00
TDC grant funding
$12,500.00
$12,500.00
$0.00
$0.00
Total Income
$161,500.00
$213,584.43
-$52,084.43
Total Expenses Paid
$296,850.00
$260,013.57
$36,836.43
Profit/Loss
-$135,350.00
-$46,429.14
-$88,920.86
$0.00 $0.00 $0.00 Subtotal Other Expenses
$52,800.00
$48,000.00
$4,800.00
CFPM
$5,000.00
$1,650.00
$3,350.00
Gannett
$7,500.00
$5,441.20
$2,058.80
Marketing - please specify Brevard/Out-of-County
Updated: 6/16/2026
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
Belden Communications
2026-2027 projection
2025-2026 actuals
Difference
$6,600.00
$2,741.25
$3,858.75
Income
2026-2027 projection
2025-2026 actuals
Difference
$0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses
$19,100.00
$9,832.45
$9,267.55
Total Expenses 2026-2027
$296,850.00
$260,013.57
$36,836.43
.
Updated: 6/16/2026
Cocoa Village Main Street
Return to Table of Contents
For TDO use: PROJECT #12
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
I
YES Applicant
Program
Historic
year-round
Cocoa
Village
Main
Street
programming?
s
Event Art
Support
checklist
Organization:
organization
Summer
Office
Name:
Art
Craft
Fair
and
& Craft
Holiday
Bazaar,
Yes 1.
Completed
2.
CopyoflRSArticlesof
Spring
No
Fine
Art
& Craft
Fair,
Comment
'x'
application
/%
Incorporation 3.
r N/f i
- (if applicable)
CopyoflRSDeterminationletter
'x
- (if applicable) 4.
CopyofSunBiz.org(ifapplicable)
5.
Copy
of 990
6.
Copy
of completed
x 'K
(if applicable) W-9
/--
(March
X X
2024) 7.
Income/Expense (required
8.
This
Copy
of the
Applicant
meets
the
or 250
room
nights
I
NO
s All 6ocumerits
Peter
for all applicants)
application
(Cultural)
worksheet
Cranis
have
bees-i
Executive
checkList
minimum
X requirement
of 5 001
out-of-county
attendees
(Sports)
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Christopher Stagman
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Historic Cocoa Village Main Street Organization address 434 Delannoy Ave State FL City Cocoa Zip 32922 Primary contact name Christopher Stagman
Primary contact phone number 321-631-9075 Primary contact email executivedirector@visitcocoavillage.com Secondary contact name Amy Bilder Secondary contact phone number 321-631-9075 Secondary contact email bookkeeper@visitcocoavillage.com Organization website address visitcocoavillage.com
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 59-3392795
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
8. (untitled) 7.
EVENT INFORMATION - #1 Name of event Art & Craft Holiday Bazaar Event website address (if different from organization website) visitcocoavillage.com Event location
Historic Cocoa Village
9. (untitled)
What is the first date of your event?
8.
12/05/2026
10. (untitled)
In total, how many days will your event be held?
9. 2
11. (untitled) 10.
Do you have a second event?
Yes
12. (untitled) 11.
EVENT INFORMATION - #2 Name of event Spring Fine Art & Craft Fair Event website address (if different from organization website) visitcocoavillage.com Event location Historic Cocoa Village
13. (untitled) 12. What is the first date of your event? 03/06/2027
14. (untitled) 13. 2
In total, how many days will your event be held?
15. (untitled) 14.
Do you have a third event?
Yes
16. (untitled) 15.
EVENT INFORMATION - #3 Name of event Summer Art & Craft Fair Event website address (if different from organization website) visitcocoavillage.com Event location Historic Cocoa Village
17. (untitled) 16.
What is the first date of your event?
05/08/2027
18. (untitled) 17.
In total, how many days will your event be held?
2
19. (untitled) 18.
What types of marketing do you plan to do for this event?
Billboards Digital advertising (banner ads, etc.) Radio Social media (Facebook, Instagram, YouTube, etc.)
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
21. (untitled)
19.
What are your social media handles?
Facebook : https://www.facebook.com/historiccocoavillage Instagram : @historiccocoavillage YouTube : N/A
22. (untitled) 20.
What hashtags do you currently use?
#visitcocoavillage
23. (untitled) 21.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Christopher Stagman
24. (untitled) 22.
Upload a copy of your organization's IRS Determination letter.
letter_of_determination_501(c)3.pdf
25. (untitled) 23.
Upload a copy of your organization's 990 form.
2024_990_form.pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 24.
2025_Sunbiz_Annual_Report.pdf
28. (untitled) 25.
Upload your completed W-9 form.
W-9_2024.pdf
29. (untitled) 26.
Upload your completed Event Income/Expense report.
Cocoa_Main_Street_Income_Expense_Report_template_FY26-27.pdf
30. (untitled) 27.
Upload your completed Checklist.
2026-27_Checklist.pdf
31. (untitled) 28.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Christopher Stagman
32. Thank You! New Send Email Jun 16, 2026 09:48:10 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2025 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT
FILED Jan 15, 2025 Secretary of State 6419994284CC
DOCUMENT# N96000002302 Entity Name: GREATER COCOA COMMUNITY PARTNERSHIP, INC. Current Principal Place of Business: 434 DELANNOY AVE SUITE 204 COCOA, FL 32922
Current Mailing Address: P O BOX 1 COCOA, FL 32923 US FEI Number: 59-3392795
Certificate of Status Desired: No
Name and Address of Current Registered Agent: SHAIA, PAM 434 DELANNOY AVE SUITE 204 COCOA, FL 32922 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: PAM SHAIA
01/15/2025 Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
SECRETARY
Title
PRESIDENT
Name
SENGER, SAMANTHA
Name
BUMGARDNER, BARBARA
Address
434 DELANNOY AVE SUITE 204
Address
434 DELANNOY AVE SUITE 204
City-State-Zip:
COCOA FL 32922
City-State-Zip:
COCOA FL 32922
Title
TREASURER
Title
VP
Name
BARTUCCIO, LAURIE
Name
SHAIA, PAM
Address
434 DELANNOY AVE SUITE 204
Address
434 DELANNOY AVE SUITE 204
City-State-Zip:
COCOA FL 32922
City-State-Zip:
COCOA FL 32922
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: PAM SHAIA Electronic Signature of Signing Officer/Director Detail
REGISTERED AGENT
01/15/2025 Date
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
2026-2027 projection
2025-2026 actuals
Difference
Income
2026-2027 projection
2025-2026 actuals
Difference
$150,000.00
$148,725.00
$1,275.00
Hub Spot Fees
$5,000.00
$4,554.00
$446.00
Sanatation
$12,000.00
$11,200.00
$800.00
$0.00
Event Insurance
$12,000.00
$9,850.00
$2,150.00
$0.00
City Fees/Police EMT
$16,000.00
$15,310.00
$690.00
$0.00
Entertainment
$5,000.00
$5,200.00
-$200.00
$0.00
Supplies/Food/Rentals
$15,000.00
$14,355.00
$645.00
$0.00
$0.00
$0.00
$4,531.00
$0.00
$0.00
$0.00
$0.00
$0.00
Subtotal Other Expenses
$65,000.00
$60,469.00
Craft Vendor Fees
$0.00
$0.00
Subtotal Income Income Sponsors
$150,000
$148,725.00
$1,275.00
$0.00 $0.00
Cash in Bank to start
$10,000.00
$9,000.00
$1,000.00
$0.00 $0.00
Income Other
$0.00
TDC grant funding
$12,500.00
$12,500.00
$0.00
$0.00
Total Income
$172,500.00
$170,225.00
$2,275.00
Total Expenses Paid
$90,000.00
$44,352.00 $45,648.00
Profit/Loss
$82,500.00
$125,873.00
$0.00 $0.00 $0.00 Subtotal Other Expenses
($43,373)
Marketing - please specify Brevard/Out-of-County Marketing In County
$25,000.00
$18,009.00
$6,991.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses
$25,000.00
$18,009.00
$6,991.00
Total Expenses 2026-2027
$90,000.00 $78,478.00
$11,522.00
.
Updated: 7/6/2026
Florida Surf Museum
Return to Table of Contents
For TDO use: PROJECT #13
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
Office Program
checklist
Organization:
orgariization
Support
Florida
year-round
Surf
Museum
programming?
Iil a
YES Applicant
Event
Name:
1.
Completed
2.
CopyoflRSArticlesof
Surfing
Santas
of Cocoa
Yes application
Incorporation 3.
Copy
/-
Comment
X
N7:v letter
- (if applicable)
/'
X ii/a
4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
No
- (if applicable)
of IRS Determination
Beach
(if applicable)
(if applicable) W-9
X 'x
(March
X
2024) 7.
Income/Expense
8.
CopyoftheAppLicantchecklist
(required
worksheet
X
for all applicants)
\
g-
This
application
(Cultural)
or 250
m I A(l 6ocumerits
Peter
Cranis
meets
the
minimum
room
nights
requirement
of 5,001
out-of-county
attendees
(Sports).
NO have
bees-i
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: John I Hughes
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Florida Surf Museum Organization address 4275 North atlantic ave State FL City Cocoa Beach Zip 32931 Primary contact name John I Hughes
Primary contact phone number 321-720-8033 Primary contact email john@floridasurfmuseum.org Secondary contact name George Trossett Secondary contact phone number 321-223-6400 Secondary contact email georgetrosset@gmail.com Organization website address www.floridasurfmuseum.org
6. (untitled) 4. Which best describes your organization? 501(C)(3)
7. (untitled) 5.
What is your Federal Employee ID number? 26-1585923
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event Surfing Santas of Cocoa Beach Event website address (if different from organization website) www.surfingsantas.org Event location
Cocoa Beach
10. (untitled)
What is the first date of your event?
8.
12/24/2026
11. (untitled)
In total, how many days will your event be held?
9. 1
12. (untitled)
Do you have a second event?
10. No
13. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled) 11.
What types of marketing do you plan to do for this event?
Billboards Digital advertising (banner ads, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 12.
What are your social media handles?
Facebook : https://www.facebook.com/SurfingSantas/ Instagram : #surfingsantas YouTube : https://www.youtube.com/c/surfingsantas
23. (untitled) 13.
What hashtags do you currently use?
#surfingsantas
24. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: John I Hughes
25. (untitled) 15.
Upload a copy of your organization's IRS Determination letter.
FSM-IRS_501c3_Determination_letter.pdf
26. (untitled) 16.
Upload a copy of your organization's 990 form.
990_extension.pdf
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 17.
Sunbiz_Annual_Report.pdf
29. (untitled)
18.
Upload your completed W-9 form.
2024_W-9.pdf
30. (untitled) 19.
Upload your completed Event Income/Expense report.
MSP_Revenue_Expense_worksheet_FY26-27.pdf
31. (untitled) 20.
Upload your completed Checklist.
Checklist.pdf
32. (untitled) 21.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: John I Hughes
33. Thank You! New Send Email Jun 18, 2026 18:08:21 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT
FILED Feb 25, 2026 Secretary of State 2967657093CC
DOCUMENT# N14000008768 Entity Name: FLORIDA SURF MUSEUM, INC. Current Principal Place of Business: 4275 NORTH ATLANTIC AVE. COCOA BEACH, FL 32931
Current Mailing Address: PO BOX 321453 COCOA BEACH, FL 32932 US FEI Number: 26-1585923
Certificate of Status Desired: No
Name and Address of Current Registered Agent: HUGHES, JOHN IRVIN 4275 NORTH ATLANTIC AVE. COCOA BEACH, FL 32931 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: JOHN IRVIN HUGHES
02/25/2026 Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
DIRECTOR EMERITUS
Title
VP
Name
O'HARE, SEAN
Name
DECARLO, MELODY
Address
1250 SOUTH ATLANTIC AVE.
Address
440 KENNEBEC ST.
City-State-Zip:
COCOA BEACH FL 32931
City-State-Zip:
MERRITT ISLAND FL 32952
Title
EXECUTIVE DIRECTOR
Title
PRESIDENT
Name
HUGHES, JOHN
Name
TWEEDIE, BILL
Address
1772 ANGEL AVENUE
Address
936 GOLDEN BEACH BLVD.
City-State-Zip:
MERRITT ISLAND FL 32952
City-State-Zip:
INDIAN HARBOUR BEACH FL 32937
Title
TREASURER
Title
DIRECTOR
Name
HUGHES , MARIE
Name
TROSSETT, GEORGE
Address
1772 ANGEL AVE
Address
1867 ROCKLEDGE DRIVE
City-State-Zip:
MERRITT ISLAND FL 32952
City-State-Zip:
ROCKLEDGE FL 32955
Title
DIRECTOR
Title
DIRECTOR
Name
CASEY, RON
Name
CASANOVA, STEVEN
Address
1313 BAYSHORE DRIVE
Address
524 ELEUTHERA LANE
COCOA BEACH FL 32931
City-State-Zip:
INDIAN HARBOR BEACH FL 32937
City-State-Zip:
Continues on page 2
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: JOHN IRVIN HUGHES Electronic Signature of Signing Officer/Director Detail
EXECUTIVE DIRECTOR
02/25/2026 Date
Officer/Director Detail Continued : Title
DIRECTOR
Title
SECRETARY
Name
BAKER, CASEY
Name
RYBA , CHRISTINE
Address
2455 RIVERVIEW DR NE
Address
651 PALM DRIVE #D3
City-State-Zip:
PALM BAY FL 32905
City-State-Zip:
SATELLITE BEACH FL 32937
Title
DIRECTOR
Title
DIRECTOR
Name
DALTON, SMITH
Name
LAWSON, GORDON
Address
125 PALMETTO
Address
319 TULIP LANE
City-State-Zip:
INDIALANTIC FL 32903
City-State-Zip:
MELBOURNE FL 32901-1923
Title
DIRECTOR
Name
SAUL, JON
Address
166 CLAIRBOURNE AVE
City-State-Zip:
SATELLITE BEACH FL 32937
2024 Filing Instructions FLORIDA SURF MUSEUM INC Tax year ending 12-31-2024 Form filed: Form 990 and supplemental forms and schedules
Filing method: The return will be e-filed once the signed and dated Form 8879-TE has been received by this office. Do not mail the return to the IRS.
Due date: 11-17-2025
The return reflects neither a refund nor a balance due. Please note: The Taxpayer First Act requires tax-exempt organizations to electronically file all information returns in the 990 series and related forms for tax years beginning after July 1, 2019. Mailing these returns is no longer allowed.
FILEINST.LD
Form
990
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
2024
Do not enter social security numbers on this form as it may be made public.
Open to Public
Department of the Treasury Internal Revenue Service
A
Go to www.irs.gov/Form990 for instructions and the latest information. For the 2024 calendar year, or tax year beginning , 2024, and ending
B
Check if applicable:
C Name of organization
Number and street (or P.O. box if mail is not delivered to street address)
COCOA BEACH, FL 32932
X 501(c)(3) 501(c) ( ) (insert no.) Website: WWW.FLORIDASURFMUSEUM.ORG Form of organization: X Corporation Trust Association Other
Activities & Governance
G
Gross receipts
H(a) Is this a group return for subordinates?
248,339 Yes X No
H(b) Are all subordinates included?
Yes
$
4947(a)(1) or
Briefly describe the organization's mission or most significant activities:
527
No
If "No," attach a list. See instructions H(c) Group exemption number
L Year of formation:
2007
M State of legal domicile:
FL
PRESERVING FLORIDA SURFING HISTORY
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
3
4
Number of independent voting members of the governing body (Part VI, line 1b)
4
if the organization discontinued its operations or disposed of more than 25% of its net assets.
.................... .............. ................ 5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ............................ 6 Total number of volunteers (estimate if necessary) .................... 7a Total unrelated business revenue from Part VIII, column (C), line 12 b Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . . . . . . . . . . . . .
....................... 9 Program service revenue (Part VIII, line 2g) . . . . . . . . . . . . . . . . . . . . . . . ............... 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) .......... 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ..... 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) ............. 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) ............... 14 Benefits paid to or for members (Part IX, column (A), line 4) ..... 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ............... 16a Professional fundraising fees (Part IX, column (A), line 11e) 8
Revenue
Telephone number
Summary 1
Expenses
E
(321)720-8033
F Name and address of principal officer:
Tax-exempt status:
b Total fundraising expenses (Part IX, column (D), line 25)
19 20
Total assets (Part X, line 16)
21 22
Part II
5 6 7a
0 0
7b Current Year
59,120 8,948
131,508 0 0 33,544 165,052 33,600 0 0 0
75,567 143,635
0
.............. ........ Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) .................. Revenue less expenses. Subtract line 18 from line 12
17
0 0 0
Prior Year
Contributions and grants (Part VIII, line 1h)
18 Net Assets or Fund Balances
Employer identification number
POST OFFICE BOX 321453
Application pending
Part I
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Amended return
K
, 20 D
26-1585923
Doing business as
Name change
Final return/terminated
J
Inspection
FLORIDA SURF MUSEUM INC
Address change
Initial return
I
OMB No. 1545-0047
Return of Organization Exempt From Income Tax
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)
.............................. ............................. Total liabilities (Part X, line 26) ................ Net assets or fund balances. Subtract line 21 from line 20
18,699 18,699 124,936
48,437 82,037 83,015
Beginning of Current Year
End of Year
184,668 4,246 180,422
265,317 1,880 263,437
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JOHN HUGHES Signature of officer
Date
JOHN HUGHES, PRESIDENT Type or print name and title Preparer's name
Paid LEE GARNER Preparer Firm's name Use Only Firm's address
Preparer's signature
05-15-2025 LEE GARNER CPA POST OFFICE BOX 2007 MELBOURNE FL 32902-2007
May the IRS discuss this return with the preparer shown above? See instructions For Paperwork Reduction Act Notice, see the separate instructions. EEA
Date
Check
if
self-employed
PTIN
P00762299
Firm's EIN Phone no.
321-369-9964 X Yes
..........................
No
Form 990 (2024)
Form 990 (2024)
Part III
FLORIDA SURF MUSEUM INC
26-1585923
Statement of Program Service Accomplishments
............................
Check if Schedule O contains a response or note to any line in this Part III 1
Page 2
Briefly describe the organization's mission:
PRESERVING FLORIDA SURFING HISTORY
2
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ?
...............................................
Yes
X No
Yes
X No
If "Yes," describe these new services on Schedule O. 3
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
.......................................................
If "Yes," describe these changes on Schedule O. 4
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code: ) (Expenses $ 57,542 including grants of PRESERVING FLORIDA SURFING HISTORY
$
33,600 ) (Revenue
$
)
4b
(Code:
) (Expenses $
including grants of
$
) (Revenue
$
)
4c
(Code:
) (Expenses $
including grants of
$
) (Revenue
$
)
4d
Other program services (Describe on Schedule O.)
4e
Total program service expenses
(Expenses $ EEA
including grants of
$
) (Revenue $
)
57,542 Form 990 (2024)
Form 990 (2024)
Part IV
FLORIDA SURF MUSEUM INC
Page 3
26-1585923
Checklist of Required Schedules Yes
1
No
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A
................................................... ...............
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I
..............................
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
.........................
X
2
X
3
X
4
X
...........
5
............................................
6
X
7
X
8
X
9
X
10
X
assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III 6
1
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
9
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a
...............
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II complete Schedule D, Part III
...............................................
custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV 10
..............................
Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi-endowments? If "Yes," complete Schedule D, Part V
11
..............................
If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI
...............................................
11a
X
b Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more
of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII c Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more
.....................
11b
X
of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets
.....................
11c
X
11d 11e
X X
.....
11f
X
...............................................
12a
X
"Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13 14a
X X X
14b
X
15
X
16
X
17
X
reported in Part X, line 16? If "Yes," complete Schedule D, Part IX
.............................. .......
e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X f
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII b Was the organization included in consolidated, independent audited financial statements for the tax year? If 13 14a b
Did the organization maintain an office, employees, or agents outside of the United States?
....... ............... ..................
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV
15
for any foreign organization? If "Yes," complete Schedule F, Parts II and IV 16
..........................
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV
17
....................
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions
18
.................
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II
19
................
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or
...............................
18
........................................... .................. ............ b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? If "Yes," complete Schedule G, Part III
19
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H
20a
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II
EEA
X
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
...............
X X
20b 21
X
Form 990 (2024)
Form 990 (2024)
Part IV
FLORIDA SURF MUSEUM INC
Page 4
26-1585923
Checklist of Required Schedules (continued) Yes
22
...........................
Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III 23
No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
22
X
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated
.........................................
employees? If "Yes," complete Schedule J 24a
23
X
24a
X
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b
................................ .............
through 24d and complete Schedule K. If "No," go to line 25a b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
............................................. .............
to defease any tax-exempt bonds? d
24b 24c
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
24d
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I
25a
X
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior 25b
X
26
X
27
X
28a
X X
..................
year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I 26
...........................................
Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II
27
..............
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If “Yes,” complete Schedule L, Part III
28
.......................................
Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions).
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If “Yes,” complete Schedule L, Part IV
............................................ .................
b
A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If “Yes,” complete Schedule L, Part IV
............................................ ...........
29
Did the organization receive more than $25,000 in noncash contributions? If "Yes," complete Schedule M
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II
b
.............................................. .........................
.................................................. ....................
31
X X
32
X
33
X
34
X X
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a
.............
35b
.............................
36
X
.........
37
X
..............................
38
controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and
and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 19? Note: All Form 990 filers are required to complete Schedule O
Part V
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
X
...................
............... ............. b Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable
1a
EEA
30
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1
35a
X X
29
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I
34
28c
................................. .......
31
33
28b
Yes 1a 1b
.................................
No
0 0 1c
X
Form 990 (2024)
Form 990 (2024)
Part V 2a
FLORIDA SURF MUSEUM INC
Page 5
26-1585923
Statements Regarding Other IRS Filings and Tax Compliance (continued)
Yes
No
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax
. . . . . . . . 2a 0 ............ 3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . . . . . . . . . . . . . . ............ b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation on Schedule O Statements, filed for the calendar year ending with or within the year covered by this return
b
4a
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
b
.........
2b 3a
X
3b 4a
X
X X
If "Yes," enter the name of the foreign country See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
............... ........... ................................
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
5a
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
c
If "Yes" to line 5a or 5b, did the organization file Form 8886-T?
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
b
.................
................................................
gifts were not tax deductible? Organizations that may receive deductible contributions under section 170(c).
7 a
and services provided to the payor?
............................................. ..................
If "Yes," did the organization notify the donor of the value of the goods or services provided?
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was
................................................. . . . . . . . . . . . . . . . . . . . . . 7d .......... Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ............ Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . . . If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? . . . . . . . . . required to file Form 8282?
e f g h
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the
9
sponsoring organization have excess business holdings at any time during the year? Sponsoring organizations maintaining donor advised funds.
.....................
...................... ...............
a
Did the sponsoring organization make any taxable distributions under section 4966?
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
a
Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part VIII, line 12
.................... ...........
10a
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
a
Section 501(c)(12) organizations. Enter: Gross income from members or shareholders
..............................
11a
b
Gross income from other sources. (Do not net amounts due or paid to other sources
11
against amounts due or received from them.) 12a b 13
6b
7a
X
7b 7c
X
7e
X X X X
If "Yes," indicate the number of Forms 8282 filed during the year
8
10
X
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods
b
d
6a
If "Yes," did the organization include with every solicitation an express statement that such contributions or
...............................
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? If "Yes," enter the amount of tax-exempt interest received or accrued during the year
............
Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state?
b
Note: See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain by the states in which
7g 7h 8 9a 9b
11b
..........
12a
12b
......................
a
7f
. . . . . . . . . . . . . . . . . . . . . . . . 13b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . . . . . . . . . . . . . . ............ b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation on Schedule O
13a
the organization is licensed to issue qualified health plans
c
15
Enter the amount of reserves on hand
X
14b
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year?
.......................................
15
X
..........
16
X
....................
17
If "Yes," see the instructions and file Form 4720, Schedule N. 16
14a
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If "Yes," complete Form 4720, Schedule O.
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person, engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? If "Yes," complete Form 6069.
EEA
Form 990 (2024)
Form 990 (2024)
Part VI
FLORIDA SURF MUSEUM INC
Page 6
26-1585923
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions. ...................... X Check if Schedule O contains a response or note to any line in this Part VI
Section A. Governing Body and Management 1a
Enter the number of voting members of the governing body at the end of the tax year
...........
Yes 1a
0
1b
0
No
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O. b 2
Enter the number of voting members included on line 1a, above, who are independent
...........
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
3
.....................................
2
X
Did the organization delegate control over management duties customarily performed by or under the direct
6
........... ....... Did the organization become aware during the year of a significant diversion of the organization's assets? . . . . . . . . . . . . .................................... Did the organization have members or stockholders?
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint
4 5
supervision of officers, directors, trustees, or key employees to a management company or other person?
3
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
one or more members of the governing body? b
........................................
7a
X
7b
X
5
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
8
6
X X X X
...................................
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
.................................................... .............................
a
The governing body?
b
Each committee with authority to act on behalf of the governing body?
9
8a 8b
X X
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses on Schedule O
................
9
X
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) 10a b
Did the organization have local chapters, branches, or affiliates?
...............................
If "Yes," did the organization have written policies and procedures governing the activities of such chapters,
........... ...
10b
...................... ..
12a
affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 11a b 12a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
No
X
X
Describe on Schedule O the process, if any, used by the organization to review this Form 990. Did the organization have a written conflict of interest policy? If "No," go to line 13
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,"
14
.......................................... ................................... Did the organization have a written document retention and destruction policy? . . . . . . . . . . . . . . . . . . . . . . . . .
15
Did the process for determining compensation of the following persons include a review and approval by
13
Yes 10a
12b
describe on Schedule O how this was done
12c
Did the organization have a written whistleblower policy?
13 14
independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
............................ .....................................
a
The organization's CEO, Executive Director, or top management official
15a
b
Other officers or key employees of the organization
15b
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions. 16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
b
............................................
16a
X
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements?
..............................
16b
Section C. Disclosure 17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)
Florida
(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own website 19
Another's website
X Upon request
Other (explain on Schedule O)
Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records.
JOHN HUGHES (321)720-8033, 1772 ANGEL AVENUE, EEA
MERRITT ISLAND, FL 32952 Form 990 (2024)
Form 990 (2024)
Part VII
FLORIDA SURF MUSEUM INC
Page 7
26-1585923
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII
......................
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. • List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization's current key employees, if any. See the instructions for definition of "key employee." • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. • List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above.
X
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (A)
(B)
Name and title
Average hours
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
(E)
(F)
Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
Estimated amount of other compensation from the organization and related organizations
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
per week
Former
Highest compensated employee
(1) SEAN O'HARE PRESIDENT EMERITUS (2) RON CASEY DIRECTOR (3) CASEY BAKER DIRECTOR (4) STEVE CASANOVA DIRECTOR (5) GEORGE TROSSETT DIRECTOR (6) DALTON SMITH DIRECTOR (7) BILL WHIDDON DIRECTOR (8) BILL TWEEDIE PRESIDENT (9) MELODY DECARLO VICE PRESIDENT (10) KAREN LUCAS SECRETARY (11) MARIE HUGHES TREASURER (12) CHRISTINA RYBA SECRETARY (13) JOHN HUGHES EXECUTIVE DIRECTOR
Key employee
below dotted line)
Officer
related organizations
Institutional trustee
hours for
Individual trustee or director
(list any
5.00 5.00 5.00 5.00 5.00 5.00 5.00 10.00 X
X
0
0
0
X
X
0
0
0
X
X
0
0
0
X
X
0
0
0
X
X
0
0
0
X
0
0
0
10.00 10.00 10.00 10.00 20.00
(14) EEA
Form 990 (2024)
Form 990 (2024)
Part VII
FLORIDA SURF MUSEUM INC
Page 8
26-1585923
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (C) (A)
(B)
Name and title
Average hours
Position (do not check more than one box, unless person is both an officer and a director/trustee)
per week
Former
Highest compensated employee
Key employee
below dotted line)
Officer
related organizations
Institutional trustee
hours for
Individual trustee or director
(list any
(D)
(E)
(F)
Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
Estimated amount of other compensation from the organization and related organizations
(15) (16) (17) (18) (19) (20) (21) (22) (23) (24) (25)
..................................... .............. ............................ Total (add lines 1b and 1c)
1b
Subtotal
c
Total from continuation sheets to Part VII, Section A
d 2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
0 Yes
3
Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual
4
No
...........................
3
X
4
X
5
X
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual
5
.........................................................
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person
..................
Section B. Independent Contractors 1
2 EEA
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A)
(B)
(C)
Name and business address
Description of services
Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization Form 990 (2024)
Form 990 (2024)
Part VIII
FLORIDA SURF MUSEUM INC Check if Schedule O contains a response or note to any line in this Part VIII (A) Total revenue
........ .......... c Fundraising events . . . . . . . . . d Related organizations . . . . . . . . e Government grants (contributions) . . Federated campaigns
1a
b
Membership dues
1b
Contributions, Gifts, Grants and Other Similar Amounts
1a
f
(B)
(C)
(D)
Related or exempt function revenue
Unrelated business revenue
Revenue excluded from tax under sections 512–514
2,103
1c 1d 1e
20,000
1f
109,405
Noncash contributions included in lines 1a-1f
h
......................
All other contributions, gifts, grants, and similar amounts not included above
g
Page 9
26-1585923
Statement of Revenue
. . . . . . . . . . . . . 1g $ ...................
Total. Add lines 1a-1f
131,508
Program Service Revenue
Business Code
2a b c d e
...... ....................
f All other program service revenue g Total. Add lines 2a-2f 3
Investment income (including dividends, interest, and other similar amounts)
4
Income from investment of tax-exempt bond proceeds
5
.................... .... Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . (i) Real
. . . . . . 6a . . 6b
(ii) Personal
6a Gross rents b Less: rental expenses
c Rental income or (loss)
6c
d Net rental income or (loss) 7a Gross amount from sales of assets other than inventory
.................. (i) Securities
(ii) Other
. . 7a
Other Revenue
b Less: cost or other basis
. . 7b . . . . . 7c d Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . and sales expenses c Gain or (loss)
8a Gross income from fundraising events (not including
$
of contributions reported on line 1c). See Part IV, line 18 b Less: direct expenses
........ .........
c Net income or (loss) from fundraising events 9a Gross income from gaming
...... .........
activities. See Part IV, line 19 b Less: direct expenses
c Net income or (loss) from gaming activities 10a Gross sales of inventory, less returns and allowances b Less: cost of goods sold
......... ........
c Net income or (loss) from sales of inventory
8a 8b
116,655 83,287
.........
33,368
33,368
144 32
144 32
9a 9b
.......... 10a 10b
..........
Miscellanous Revenue
Business Code 11a INTEREST INCOME b SALES TAX COL ALLOWANCE c
.............. .................. ............... Total revenue. See instructions
d All other revenue
e Total. Add lines 11a-11d 12
EEA
900099 900099
176 165,052
0
0
33,544 Form 990 (2024)
Form 990 (2024)
Part IX
FLORIDA SURF MUSEUM INC
26-1585923
Page 10
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). ........................ Check if Schedule O contains a response or note to any line in this Part IX (A) Total expenses
Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 Grants and other assistance to domestic organizations
...
20,700
20,700
............
12,900
12,900
and domestic governments. See Part IV, line 21 2
(B) Program service expenses
(C) Management and general expenses
X
(D) Fundraising expenses
Grants and other assistance to domestic individuals. See Part IV, line 22
3
Grants and other assistance to foreign organizations, foreign governments, and
.... ............
foreign individuals. See Part IV, lines 15 and 16 4
Benefits paid to or for members
5
Compensation of current officers, directors, trustees, and key employees
6
.............
Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and
...... ..............
persons described in section 4958(c)(3)(B) 7
Other salaries and wages
8
Pension plan accruals and contributions (include
.. ............... Payroll taxes . . . . . . . . . . . . . . . . . . . . . section 401(k) and 403(b) employer contributions)
9
Other employee benefits
10 11
Fees for services (nonemployees):
..................... ......................... c Accounting . . . . . . . . . . . . . . . . . . . . . . d Lobbying . . . . . . . . . . . . . . . . . . . . . . . e Professional fundraising services. See Part IV, line 17 . . f Investment management fees . . . . . . . . . . . . . a
Management
b
Legal
g
Other. (If line 11g amount exceeds 10% of line 25, column
17
.. .............. Office expenses . . . . . . . . . . . . . . . . . . . Information technology . . . . . . . . . . . . . . . . Royalties . . . . . . . . . . . . . . . . . . . . . . . Occupancy . . . . . . . . . . . . . . . . . . . . . . Travel . . . . . . . . . . . . . . . . . . . . . . . .
18
Payments of travel or entertainment expenses
2,949 2,740
2,949 2,740
(A), amount, list line 11g expenses on Schedule O.) 12
Advertising and promotion
13 14 15 16
23
..... ....... Interest . . . . . . . . . . . . . . . . . . . . . . . . Payments to affiliates . . . . . . . . . . . . . . . . . Depreciation, depletion, and amortization . . . . . . . Insurance . . . . . . . . . . . . . . . . . . . . . .
24
Other expenses. Itemize expenses not covered
29,582 783
23,354
6,228 783
7,015
7,015
1,000 1,071
1,000 1,071
for any federal, state, or local public officials 19
Conferences, conventions, and meetings
20 21 22
above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule O.) a
MATERIALS AND BOOKS b REPAIRS c DUES AND SUBSCRIPTIONS d MISCELLANEOUS EXPENSES e 25 26
All other expenses Total functional expenses. Add lines 1 through 24e Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720)
..
588 950 710 1,049
588
82,037
57,542
950 710 1,049 24,495
0
..........
EEA
Form 990 (2024)
Form 990 (2024)
Part X
FLORIDA SURF MUSEUM INC
Check if Schedule O contains a response or note to any line in this Part X
4
.......................... .................... Pledges and grants receivable, net . . . . . . . . . . . . . . . . . . . . . . . Accounts receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
Loans and other receivables from any current or former officer, director,
1
Cash - non-interest-bearing
2
Savings and temporary cash investments
3
Page 11
26-1585923
Balance Sheet
........................ (A)
(B)
Beginning of year
End of year
88,002 88,166
1 2
169,507 88,310
3 4
trustee, key employee, creator or founder, substantial contributor, or 35%
...........
controlled entity or family member of any of these persons
Assets
6
5
Loans and other receivables from other disqualified persons (as defined
9
.... ........................ ........................... Inventories for sale or use .................... Prepaid expenses and deferred charges
10a
Land, buildings, and equipment: cost or other
7 8
under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)
6
Notes and loans receivable, net
7
21
. . . . . . 10a 10,000 . . . . . . . . . . 10b 2,500 ..................... Investments - publicly traded securities ............... Investments - other securities. See Part IV, line 11 ............... Investments - program-related. See Part IV, line 11 Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other assets. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . ............ Total assets. Add lines 1 through 15 (must equal line 33) Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ............................... Deferred revenue Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . ...... Escrow or custodial account liability. Complete Part IV of Schedule D
22
Loans and other payables to any current or former officer, director,
8 9
basis. Complete Part VI of Schedule D
b 11 12 13 14 15 16 17 18 19
Liabilities
20
Less: accumulated depreciation
8,500
10c
7,500
11 12 13 14 15
184,668 4,246
16 17
265,317 1,880
18 19 20 21
trustee, key employee, creator or founder, substantial contributor, or 35%
24
........... ........ .......... Unsecured notes and loans payable to unrelated third parties
25
Other liabilities (including federal income tax, payables to related third
23
controlled entity or family member of any of these persons
22
Secured mortgages and notes payable to unrelated third parties
23 24
parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D
Net Assets or Fund Balances
26
EEA
................................. ....................
Total liabilities. Add lines 17 through 25 Organizations that follow FASB ASC 958, check here
25
4,246
26
1,880
180,422
27
263,437
X
and complete lines 27, 28, 32, and 33. 27
Net assets without donor restrictions
28
Net assets with donor restrictions
...................... .......................
28
Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
................. ......... ...... Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances . . . . . . . . . . . . . . . . . . . . . . . . .................. Total liabilities and net assets/fund balances
29
Capital stock or trust principal, or current funds
29
30
Paid-in or capital surplus, or land, building, or equipment fund
30
31 32 33
31
180,422 184,668
32 33
263,437 265,317 Form 990 (2024)
Form 990 (2024)
Part XI
FLORIDA SURF MUSEUM INC
Page 12
26-1585923
Reconciliation of Net Assets
9
...................... ............................. 1 165,052 2 Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82,037 ............................... 3 Revenue less expenses. Subtract line 2 from line 1 83,015 ............. 4 Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) 180,422 .................................. 5 Net unrealized gains (losses) on investments 6 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ............................................. 7 Investment expenses 8 Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...................... 9 Other changes in net assets or fund balances (explain on Schedule O) 0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line
Check if Schedule O contains a response or note to any line in this Part XI
1 2 3 4 5 6 7 8
Total revenue (must equal Part VIII, column (A), line 12)
32, column (B))
Part XII
................................................
Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII
10
263,437
....................... Yes
1
Accounting method used to prepare the Form 990:
X Cash
Accrual
No
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule O.
...............
2a
X
.....................
2b
X
2a Were the organization's financial statements compiled or reviewed by an independent accountant? If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both. Separate basis Consolidated basis Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant?
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both. Separate basis
Consolidated basis
Both consolidated and separate basis
c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of
............
2c
......................................
3a
the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits EEA
...........
X
3b Form 990 (2024)
Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below. 1
Name of entity/individual. An entry is required. (For a sole proprfetor or disregarded entity, enter the owner's name on line 1, and enter the business/disregarded entity's name on line 2.)
2
Business name/disregarded entity name, i( different from above.
FLORIDA SURF MUSEUM 3a Check the appropnate box for federal tax classification of the ontity/individual whose name ls entered on IIne 1 Check only one of the following seven boxes
H Individual/soleproprietor
H Ccorporation
I Scorporation
I partnership
I LLC. Enter the tar classification (C = C corporation, S = S corporation, P = Partnership)
H Trusvestate
4 Exemptions (oodos apply only to certain entities, not lndlvlduals;
see instructions on page 3): Exempt payee code Gf any)
.
Note: Check the '`LLC" box above and, in the entry space, enter the appropriate code (C, S, or P) for the taxclasslficatlon Of the LLC, unless lt is a dlsregarded entity. A disregarded entity §hou)d instead cheek the appropriate box for the tax classjf ieation Of its owner.
I other (see instructions)
501 (C) (3) NON-PROFIT
3b lf on line 3a you checked upartnership" or .Trust/estate," or checked "LLC" and entered "P" as lts tax classifieation, and you are providing this form to a partnership, trust, or estate ln which you have an ownershlp interest, check this box if you have any foreign partners, owners, or betieficianes. See instriictions . .
5
Address (number, street, and apt or Suite no.) See instructions
Exemptlon from Foreign Account Tax Compliance Act (FATCA) reporting code (If any)
(Applies to accounts malnt8ined outslde the Unlted States )
Fleq uester's name and address (optional)
PO BOX 321453 6
City, state. andzIPcode
COCOA BEACH FL 32952 7
List accciunt number(a) here (optional)
Taxpayer Identification Number ITIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For }ndividuals, this is generally your scoial security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entlties, it ls your employer identification number (FIN). If you do not have a number, see How to get a TIN,later.
Social 8ocurity number
Employer ldentlflcatlon number
Note: lf the account is in more than one name, see the instructions for line 1. See also Wt)at rvame ant/ rvumber ro G/.ve the fiequester for guidelines on whose number to enter.
Certification Under penalties of periury, I certify tliat:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a niimber to be issued to me); and 2. I am not subject to backup wlthholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the lntemal F`evenu6 Service (lF`S) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IFIS has notified me tliat I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and
4. The FATCA code(s) entered on this form Of any) indicating that I am exempt from FATCA reporting is correct. Certification Instructions. You must cross out item 2 above if you have been notifled by the ms that you are currently subject to backup withholding bcoause you have failed to report all interest and dividends on your tax return. For real estate transactlons, Item 2 does not apply. For mortgage interest paid, acquisition or abandonment of ncellatton of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than interest and divide S, you a ed to sign the certification, but you must provlde yoilr correct TIN. See the instructions for Part 11, later.
Signature ol U.S. person
General lnstru Section references are to the lntemal Revenue Code unless otherwise noted.
Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to wM/w./rs.gov/Formw9.
What's New Ljne 3a lias been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classJfication of its owner. Otherwise, it should check the "LLC" box and enter its appropriate tax classifieation.
New line 3b has been added to this form. A flow-through entity is required to complete this line to Indicate triat it has clirect or indircot foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow-through entity in which it has an ownership interest. This change i§ intended to provide a flow-through entity with information regarding the status of its indirect foreign partners, owners, or beneficlaries, so that it can satisfy any applicable repo ng requirements. For example, a partnership that has any Indirect forelgn
partners may be required to complete Schedules K-2 ajid K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065).
Purpose of Form An individual or entfty (Form W-9 requester) who is required to file an information return with the IF]S is giving you this form because they Form W-9 0]ev. 3-2024)
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
2026-2027 projection
2025-2026 actuals
Income
Difference
2026-2027 projection
2025-2026 actuals
Difference
$100,000.00
$98,991.00
$1,009.00
Artists
$4,300.00
$4,281.45
$18.55
Merchandise
$45,000.00
$45,172.64
-$172.64
$0.00
Public Safety/Traffic management
$14,000.00
$14,934.26
-$934.26
$0.00
Banners/signs
$1,800.00
$1,791.72
$8.28
$0.00
donations to other orgnaizations
$13,000.00
$11,680.00
$1,320.00
$0.00
Stage
$13,000.00
$11,895.00
$1,105.00
Shipping
$1,700.00
$1,581.43
$118.57
Subtotal Other Expenses
$92,800.00
$91,336.50
$1,463.50
Sales
$0.00 .
$0.00 $0.00 $0.00 $0.00
Subtotal Income Income Sponsors
$0.00
$100,000.00 $98,991.00
$1,009.00
$82,540.00
$0.00
$82,540.00
$0.00 $0.00
Income Other
$0.00
TDC grant funding
$12,500.00
$12,500.00
$0.00
$0.00
Total Income
$195,040.00
$194,031.00
$1,009.00
Total Expenses Paid
$107,200.00
$106,640.25
$559.76
Profit/Loss
$87,840.00
$87,390.76
$449.24
$0.00 $0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County Social Media (Facebook, Instagram)
$2,000.00
$3,000.00
Mailchimp
$4,000.00
$4,000.00
$0.00
$8,400.00
$8,303.75
$96.25
-$1,000.00
$0.00 $0.00 $0.00 $0.00 Subtotal Marketing Expenses
$14,400.00
$15,303.75
-$903.75
Total Expenses 2026-2027
$107,200.00 $106,640.25
$559.76
.
Updated: 6/18/2026
Cocoa Village Playhouse
Return to Table of Contents
For TDO use: PROJECT #14
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
Office
s
I
Program
checklist
Organization:
o-ogariization
Support
The
Historic
year-round
Cocoa
Village
Playhouse,
Inc.
programming?
NO
Applicant
Event
Name:
1.
Completed
2.
Copy
Yes
Comment
No
'
application
[1
of IRS Articles
Incorporation 3.
Copy
of
=Jp
- (if applicable)
of IRS Determination
k
/l
letter
X
- (if appLicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
or completed
(if applicable) /'
(if appLicabLe)
x
/-
W-9
(March
2024) 7.
Income/Expense
8.
CopyoftheAppLicantchecklist
(required
This
I
s
All GO '
Peter
for all applicants)
application
(Cultural)
or 250
I
umerits
Cranis
worksheet
meets
the
minimum
room
nights
X X X requirement
of 5 001
out-of-county
attendees
(Sports)
NO havebeeiq
Executive
submitted,reviewedand/oraddressedinthecomments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Chris Beavers
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming The Historic Cocoa Village Playhouse, Inc. Organization address 300 Brevard Avenue State Fl City Cocoa Zip 32922 Primary contact name Chris Beavers
Primary contact phone number 3215432723 Primary contact email chris@cocoavillageplayhouse.com Secondary contact name Chad Smith Secondary contact phone number 3216365050 Secondary contact email chad@cocoavillageplayhouse.com Organization website address www.cocoavillageplayhouse.com
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 592612709
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
8. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
9. (untitled)
What is the first date of your event?
10. (untitled)
In total, how many days will your event be held?
11. (untitled) 7.
Do you have a second event? No
12. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled)
Do you have a third event?
16. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled)
What types of marketing do you plan to do for this event?
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Billboards Digital advertising (banner ads, etc.) Direct mail Search advertising (pay-per-click, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.)
21. (untitled)
What are your social media handles?
9.
Facebook : https://www.facebook.com/HistoricCocoaVillagePlayhouse Instagram : https://www.instagram.com/historic_cvp/
22. (untitled) 10.
What hashtags do you currently use?
NA
23. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions
of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Chris Beavers
24. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
IRS_Determination_Letter_(Original).pdf
25. (untitled) 13.
Upload a copy of your organization's 990 form.
8083_2024_Tax_Return_(GC).pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
GetDocument.pdf
28. (untitled) 15.
Upload your completed W-9 form.
W-9_FORM_MARCH_2024.pdf
29. (untitled)
16.
Upload your completed Event Income/Expense report.
MSP_Revenue_Expense_worksheet_FY26-27.pdf
30. (untitled) 17.
Upload your completed Checklist.
MSP_applicant_checklist_5.26.2026_HCVP.pdf
31. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Christopher Beavers
32. Thank You! New Send Email Jun 16, 2026 14:02:03 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT DOCUMENT# N11890 Entity Name: THE HISTORIC COCOA VILLAGE PLAYHOUSE, INC. Current Principal Place of Business:
FILED Jan 21, 2026 Secretary of State 1834405379CC
300 BREVARD AVENUE COCOA, FL 32922
Current Mailing Address: 300 BREVARD AVENUE COCOA, FL 32922 FEI Number: 59-2612709
Certificate of Status Desired: No
Name and Address of Current Registered Agent: BEAVERS, CHRISTOPHER 300 BREVARD AVENUE COCOA, FL 32922 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: CHRISTOPHER BEAVERS
01/21/2026 Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
CHAIRMAN
Title
EXECUTIVE DIRECTOR
Name
CARMAN, ROBERT
Name
BEAVERS, CHRISTOPHER
Address
300 BREVARD AVENUE
Address
300 BREVARD AVENUE
COCOA FL 32922
City-State-Zip:
COCOA FL 32922
City-State-Zip:
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: CHRISTOPHER BEAVERS Electronic Signature of Signing Officer/Director Detail
EXECUTIVE DIRECTOR
01/21/2026 Date
Harris, Miller & Bernhardt, P.A. 976 Brevard Ave Ste A Rockledge, FL 32955 321-433-1191 September 4, 2025 CONFIDENTIAL THE HISTORIC COCOA VILLAGE PLAYHOUSE, INC. 300 BREVARD AVENUE COCOA, FL 32922-7969 Dear DIRECTORS: We have prepared the following returns from information provided by you without verification or audit. Return of Organization Exempt From Income Tax (Form 990)
We suggest that you examine these returns carefully to fully acquaint yourself with all items contained therein to ensure that there are no omissions or misstatements. Attached are instructions for signing and filing each return. Please follow those instructions carefully. Enclosed is any material you furnished for use in preparing the returns. If the returns are examined, requests may be made for supporting documentation. Therefore, we recommend that you retain all pertinent records for at least seven years. In order that we may properly advise you of tax considerations, please keep us informed of any significant changes in your financial affairs or of any correspondence received from taxing authorities. If you have any questions, or if we can be of assistance in any way, please call. Sincerely, Harris, Miller & Bernhardt, P.A.
Filing Instructions THE HISTORIC COCOA VILLAGE PLAYHOUSE, INC. Exempt Organization Tax Return Taxable Year Ended June 30, 2025
Date Due:
May 15, 2026
Remittance:
None is required. Your Form 990 for the tax year ended 6/30/25 shows no balance due.
Signature:
You are using a Personal Identification Number (PIN) for signing your return electronically. Form 8879-TE, IRS e-file Signature Authorization for an Exempt Organization should be signed and dated by an authorized officer of the organization and returned to: Harris, Miller & Bernhardt, P.A. 976 Brevard Ave Ste A Rockledge, FL 32955 Important: Your return will not be filed with the IRS until the signed Form 8879-TE has been received by this office.
Other:
Your return is being filed electronically with the IRS and is not required to be mailed. If you Mail a paper copy of your return to the IRS it will delay the processing of your return.
8083 09/04/2025 2:44 PM
Form
8879-TE
Department of the Treasury Internal Revenue Service Name of filer
IRS E-file Signature Authorization for a Tax Exempt Entity For calendar year 2024, or fiscal year beginning . . . . . . .7/01 . . . . . . . . . ., 2024, and ending . . . . . .6/30 . . . . . . . ., 20 25 ......
2024
Do not send to the IRS. Keep for your records. Go to www.irs.gov/Form8879TE for the latest information. EIN or SSN
THE HISTORIC COCOA VILLAGE PLAYHOUSE, INC. Name and title of officer or person subject to tax ROBERT CARMAN CHAIRPERSON Part I
OMB No. 1545-0047
59-2612709
Type of Return and Return Information
Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038-CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line 1a, 2a, 3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I. 2,334,683 1a Form 990 check here . . . . . . . . . . . . X b Total revenue, if any (Form 990, Part VIII, column (A), line 12) . . . . . . . . . . 1b b Total revenue, if any (Form 990-EZ, line 9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b 2a Form 990-EZ check here . . . . . . . . b Total tax (Form 1120-POL, line 22) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b 3a Form 1120-POL check here . . . . . 4a Form 990-PF check here . . . . . . . . b Tax based on investment income (Form 990-PF, Part V, line 5) . . . . . . . 4b 5a Form 8868 check here . . . . . . . . . . . b Balance due (Form 8868, line 3c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b 6a Form 990-T check here . . . . . . . . . . b Total tax (Form 990-T, Part III, line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b 7a Form 4720 check here . . . . . . . . . . . b Total tax (Form 4720, Part III, line 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b 8a Form 5227 check here . . . . . . . . . . . b FMV of assets at end of tax year (Form 5227, Item D) . . . . . . . . . . . . . . . . 8b 9a Form 5330 check here . . . . . . . . . . . b Tax due (Form 5330, Part II, line 19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b b Amount of credit payment requested (Form 8038-CP, Part III, line 22) 10b 10a Form 8038-CP check here . . . . . .
Part II
Declaration and Signature Authorization of Officer or Person Subject to Tax
I am an officer of the above entity or I am a person subject to tax with respect to (name Under penalties of perjury, I declare that X of entity) , (EIN) and that I have examined a copy of the 2024 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal. PIN: check one box only
X I authorize Harris, Miller & Bernhardt, P.A.
to enter my PIN
80837
as my signature
Enter five numbers, but do not enter all zeros
ERO firm name
on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return’s disclosure consent screen. As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return’s disclosure consent screen. Signature of officer or person subject to tax
Part III
Date
Certification and Authentication
ERO's EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.
50438297697 Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature on the 2024 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO's signature
Date
ERO Must Retain This Form — See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So For Privacy Act and Paperwork Reduction Act Notice, see back of form. DAA
Form
8879-TE (2024)
8083 09/04/2025 2:44 PM
990
Form
Return of Organization Exempt From Income Tax
Department of the Treasury Internal Revenue Service
A For the 2024 calendar year, or tax year beginning07/01/24 , and ending 06/30/25 THE HISTORIC COCOA VILLAGE B Check if applicable: C Name of organization Name change
Doing business as Number and street (or P.O. box if mail is not delivered to street address)
Initial return Final return/ terminated
City or town, state or province, country, and ZIP or foreign postal code
E Telephone number
COCOA
FL 32922-7969
2,441,845
G Gross receipts$
F Name and address of principal officer:
ROBERT CARMAN 2196 ROCKLEDGE DRIVE ROCKLEDGE FL 32955 Tax-exempt status: X 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or WWW.COCOAVILLAGEPLAYHOUSE.COM Website: Form of organization: X Corporation Trust Association Other
Part I
59-2612709 321-636-5050
Room/suite
Application pending
K
D Employer identification number
300 BREVARD AVENUE
Amended return
I
2024
Open to Public Inspection
PLAYHOUSE, INC.
Address change
J
OMB No. 1545-0047
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public. Go to www.irs.gov/Form990 for instructions and the latest information.
H(a) Is this a group return for subordinates?
Yes
X No
H(b) Are all subordinates included?
Yes
No
If "No," attach a list. See instructions 527 H(c) Group exemption number L
Year of formation:
1985
M State of legal domicile:
FL
Summary
Activities & Governance
1 Briefly describe the organization's mission or most significant activities:
TO PROVIDE AFFORDABLE COMMUNITY THEATER AND PROMOTE LIFELONG EDUCATION IN THE PERFORMING ARTS FOR BREVARD COUNTY RESIDENTS AND VISITORS.
. ...................................................................................................................................................... ....................................................................................................................................................... .......................................................................................................................................................
2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 3 Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 4 Number of independent voting members of the governing body (Part VI, line 1b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 6 Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a 7a Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b b Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15 15 59 0
Net Assets or Fund Balances
Expenses
Revenue
Prior Year
8 Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Program service revenue (Part VIII, line 2g) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . . . . . . . . . . . . . . . . . 12 Total revenue – add lines 8 through 11 (must equal Part VIII, column (A), line 12) . . . . . . . 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3) . . . . . . . . . . . . . . . . . . . . . . . . . 14 Benefits paid to or for members (Part IX, column (A), line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) . . . . . . . 16a Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Total fundraising expenses (Part IX, column (D), line 25) . . . . . . . . . . . . . . . . . . . . . . . . .0 ........ 17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . 19 Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
399,682 1,776,713 3,695 154,593 2,334,683 0 0 1,186,846 0
997,680 1,066,283 2,063,963 -403,650
1,190,502 2,377,348 -42,665
1,540,654 107,659 1,432,995
1,471,297 80,967 1,390,330
Beginning of Current Year
20 Total assets (Part X, line 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Net assets or fund balances. Subtract line 21 from line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part II
Current Year
171,965 1,373,640 1,727 112,981 1,660,313
0 0
End of Year
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer
Date
ROBERT CARMAN
CHAIRPERSON
Type or print name and title Preparer's name
Paid LUCAS CONAWAY Preparer Firm's name Use Only Firm's address
Preparer's signature
Date
Check
if
09/04/25 self-employed
Harris, Miller & Bernhardt, P.A. 976 Brevard Ave Ste A Rockledge, FL 32955
PTIN
P02199425
Firm's EIN
59-3669880
Phone no.
321-433-1191 X Yes No
May the IRS discuss this return with the preparer shown above? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see the separate instructions.
DAA
Form
990 (2024)
8083 09/04/2025 2:44 PM
Form 990 (2024) THE
Part III 1
HISTORIC COCOA VILLAGE
Page 2
59-2612709
Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Briefly describe the organization's mission:
TO PROVIDE AFFORDABLE COMMUNITY THEATER AND PROMOTE LIFELONG EDUCATION IN .THE . . . . . . . . PERFORMING . . . . . . . . . . . . . . . . . . . . . . . . ARTS . . . . . . . . . . . FOR . . . . . . . . .BREVARD . . . . . . . . . . . . . . . . . COUNTY . . . . . . . . . . . . . . . .RESIDENTS . . . . . . . . . . . . . . . . . . . . . AND . . . . . . . . . VISITORS. .......................................
. ..........................................................................................................................................................
. ..........................................................................................................................................................
2
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
3
4
Yes
X No
Yes
X No
) (Expenses $ . . . . . . 2,353,882 ) (Revenue $ . . . . . . 1,851,766 . . . . . . . . . . . . . . . . . . . . including grants of$ . . . . . . . . . . . . . . . . . . . . . . . . . .................... ) THE HISTORIC COCOA VILLAGE PLAYHOUSE CONTINUES TO PROVIDE LIVE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .COMMUNITY .................... THEATER . . . . . . . . . . . . . . .TO . . . . . . AUDIENCES . . . . . . . . . . . . . . . . . . . . . . IN . . . . . . .BREVARD . . . . . . . . . . . . . . . . . COUNTY, . . . . . . . . . . . . . . . . . .FLORIDA. . . . . . . . . . . . . . . . . . . . THIS . . . . . . . . . . . IS . . . . . . .ACCOMPLISHED . . . . . . . . . . . . . . . . . . . . . . . . . . . . BY ..... VOLUNTEER . . . . . . . . . . . . . . . . . . . PERFORMERS . . . . . . . . . . . . . . . . . . . . . . . . WHO . . . . . . . . .ARE . . . . . . . . .GIVEN . . . . . . . . . . . . .A . . . . CHANCE . . . . . . . . . . . . . . . TO . . . . . . .EXPERIENCE . . . . . . . . . . . . . . . . . . . . . . . .THE . . . . . . . . .THEATER . . . . . . . . . . . . . . . . . AND ..... ENHANCE . . . . . . . . . . . . . . .THEIR . . . . . . . . . . . . .VARIOUS . . . . . . . . . . . . . . . . . PERFORMING . . . . . . . . . . . . . . . . . . . . . . . . ARTS . . . . . . . . . . . TALENTS. . . . . . . . . . . . . . . . . . . . . . . THE . . . . . . . . .PRODUCTIONS . . . . . . . . . . . . . . . . . . . . . . . . . .WERE .................. ATTENDED . . . . . . . . . . . . . . . . . BY . . . . . . .APPROXIMATELY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75,000 . . . . . . . . . . . . . . . PATRONS . . . . . . . . . . . . . . . . . .DURING . . . . . . . . . . . . . . . THE . . . . . . . . .FISCAL . . . . . . . . . . . . . . . YEAR . . . . . . . . . . .2017-2018. .................. THE HISTORIC COCOA VILLAGE PLAYHOUSE IS HOST TO SEVERAL LOCAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BALLET ...................... COMPANIES . . . . . . . . . . . . . . . . . . . AND . . . . . . . . .LOCAL . . . . . . . . . . . . . PERFORMERS. ..................................................................................................................
4a (Code: . . . . . . . .
. .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . ..........................................................................................................................................................
) (Expenses $ . . . . . . . . . . . . . . .7,500 ) (Revenue $ . . . . . . . . . . . . .70,620 . . . . . . . . . . . including grants of $ . . . . . . . . . . . . . . . . . . . . . . . . . ............. ) THE PLAYHOUSE CONTINUES TO PROVIDE EDUCATION IN THE PERFORMING ARTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FOR . . . . . . . . THE . YOUNG THROUGH ITS STARS OF TOMORROW PROGRAM. OVER 250 CHILDREN AGES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 . . . . TO ... 18. . . .PARTICIPATED . . . . . . . . . . . . . . . . . . . . . . . . . . . . IN . . . . . . .THE . . . . . . . . .STARS . . . . . . . . . . . . .OF . . . . . . TOMORROW . . . . . . . . . . . . . . . . . . . .PROGRAM . . . . . . . . . . . . . . . . . DURING . . . . . . . . . . . . . . . .FISCAL . . . . . . . . . . . . . . .YEAR .................... 2018-2019. THROUGH THIS PROGRAM THEY LEARN THEATER TECHNIQUES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AND .................... PARTICIPATE . . . . . . . . . . . . . . . . . . . . . . . .IN . . . . . . THE . . . . . . . . .CHILDREN . . . . . . . . . . . . . . . . . . . .SERIES . . . . . . . . . . . . . . .PRODUCTIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . THE . . . . . . . . .CHILDREN'S . . . . . . . . . . . . . . . . . . . . . . . .PERFORMING .................. ARTS . . . . . . . . SERIES . . . . . . . . . . . . . . . .DISTRIBUTED . . . . . . . . . . . . . . . . . . . . . . . . . .OVER . . . . . . . . . . .2,000 . . . . . . . . . . . . .TICKETS . . . . . . . . . . . . . . . . . WHICH . . . . . . . . . . . . . INCLUDES . . . . . . . . . . . . . . . . . . . .TICKETS . . . . . . . . . . . . . . . . . FOR .............. GROUPS . . . . . . . . . . . . .THAT . . . . . . . . . . .PROVIDE . . . . . . . . . . . . . . . . . SERVICE . . . . . . . . . . . . . . . . . .TO . . . . . . VULNERABLE . . . . . . . . . . . . . . . . . . . . . . . . AND . . . . . . . . .DISADVANTAGED ......................................................... BREVARD . . . . . . . . . . . . . . .RESIDENTS. ............................................................................................................................................
4b (Code: . . . . . . . .
. .......................................................................................................................................................... . .......................................................................................................................................................... . ..........................................................................................................................................................
4c (Code: . . . . . . . .
) (Expenses $ . . . . . . . . . . . . . . . . . . . . . . . . . . including grants of$ . . . . . . . . . . . . . . . . . . . . . . . . .
) (Revenue $ . . . . . . . . . . . . . . . . . . . . . . . . . . )
N/A . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . ..........................................................................................................................................................
4d Other program services (Describe on Schedule O.) (Expenses $ including grants of$ 4e Total program service expenses 2,361,382 DAA
) (Revenue $
) Form
990 (2024)
8083 09/04/2025 2:44 PM
Form 990 (2024) THE
Part IV
HISTORIC COCOA VILLAGE
Page 3
59-2612709
Checklist of Required Schedules Yes No
1 2 3 4 5 6
7 8 9
10 11 a b c d e f 12a b 13 14a b
15 16 17 18 19 20a b 21 DAA
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization required to complete Schedule B, Schedule of Contributors? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi-endowments? If “Yes,” complete Schedule D, Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If the organization's answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments—other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments—program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X . . . . . . . . . . . . . Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X . . . . . . . . . . Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional . . . . . . . . . . . . . Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain an office, employees, or agents outside of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 2
X X
3
X
4
X
5
X
6
X
7
X
8
X
9
X
10
X
11a
X
11b
X
11c
X
11d 11e
X X
11f
X
12a
X
12b 13 14a
X X X
14b
X
15
X
16
X
17
X
18 19 20a 20b 21 Form
X X X X 990 (2024)
8083 09/04/2025 2:44 PM
Form 990 (2024) THE
Part IV
HISTORIC COCOA VILLAGE
Page 4
59-2612709
Checklist of Required Schedules (continued) Yes
22 23
24a
b c d 25a b
26
27
28 a b c 29 30 31 32 33 34 35a b 36 37 38
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If “Yes,” complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions). A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive more than $25,000 in noncash contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . . Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I . . . . . . . . . . . . . Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI . . . . . . . . . . . . . . . . . . . Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note: All Form 990 filers are required to complete Schedule O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part V
No
22
X
23
X
24a 24b
X
24c 24d 25a
X
25b
X
26
X
27
X
28a 28b
X X
28c 29
X X
30 31
X X
32
X
33
X
34 35a
X X
35b 36
X
37
X
38
X
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
1a Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable . . . . . . . . . . . . . . . . . . . 1a 44 0 b Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable . . . . . . . . . . . . . . . 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
DAA
Form
990 (2024)
8083 09/04/2025 2:44 PM
Form 990 (2024) THE
Part V
HISTORIC COCOA VILLAGE
Page 5 Yes No
59-2612709
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax 59 Statements, filed for the calendar year ending with or within the year covered by this return . . . . 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . . . . . . . . . . . . . . . . . . . . . 3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation on Schedule O . . . . . . . . . . . . . . . . . . . . . . . 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . . . . . . b If “Yes,” enter the name of the foreign country . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? . . . . . . . . . . . . . . . . . . . . c If “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that may receive deductible contributions under section 170(c). 7 a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d If “Yes,” indicate the number of Forms 8282 filed during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . . . . . . . . . . . . . . . . . f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the 8 sponsoring organization have excess business holdings at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . . . . . . . . . 10b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a b Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? . . . . . . . . . . . . . . . . . b If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . . 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Note: See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which 13b the organization is licensed to issue qualified health plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” has it filed a Form 720 to report these payments? If "No," provide an explanation on Schedule O . . . . . . . . . . . . . . . . . . . . . . 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” see instructions and file Form 4720, Schedule N. 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income? . . . . . . . . . . . . . . . . If “Yes,” complete Form 4720, Schedule O. 17 Section 501(c)(21) organizations. Did the trust, any disqualified or other person, engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” complete Form 6069.
2b 3a 3b
X
4a
X
5a 5b 5c
X X
6a
X
6b
7a 7b
X
7c
X
7e 7f 7g 7h
X X
8
X
9a 9b
12a
13a
14a 14b
X
15
X
16
X
17 Form
DAA
X
990 (2024)
8083 09/04/2025 2:44 PM
Page 6 HISTORIC COCOA VILLAGE 59-2612709 Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No"
Form 990 (2024) THE
Part VI
response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Section A. Governing Body and Management Yes No
15 1a Enter the number of voting members of the governing body at the end of the tax year . . . . . . . . . . . . . . . . . . . . . . . If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O. b Enter the number of voting members included on line 1a, above, who are independent . . . . . . . . . . . . . . . . . . . . . 1b 15 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with 2 any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Did the organization delegate control over management duties customarily performed by or under the direct 3 supervision of officers, directors, trustees, or key employees to a management company or other person? . . . . . . . . . . . . . . . . . . . . . 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? . . . . . . . . . . . . 4 Did the organization become aware during the year of a significant diversion of the organization’s assets? . . . . . . . . . . . . . . . . . . . . . 5 5 Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 6 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: 8 8a a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8b b Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at 9 the organization’s mailing address? If “Yes,” provide the names and addresses on Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 1a
X X X X X X X X X X
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes No 10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? . . . . . . . . . . . . . . . . . . . . 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . b Describe on Schedule O the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe on Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Did the organization have a written document retention and destruction policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization’s CEO, Executive Director, or top management official . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes” to line 15a or 15b, describe the process on Schedule O. See instructions. 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10a
X
10b 11a
X
12a 12b
X X
12c 13 14
X
15a 15b
X X
16a
X X
X
16b
Section C. Disclosure 17 18
19 20
List the states with which a copy of this Form 990 is required to be filed None .............................................................................. Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Other (explain on Schedule O) Own website Another's website X Upon request Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, address, and telephone number of the person who possesses the organization's books and records.
CHRISTOPHER BEAVERS COCOA DAA
300 BREVARD AVENUE
FL 32922-7969 321-632-4722 Form
990 (2024)
8083 09/04/2025 2:44 PM
HISTORIC COCOA VILLAGE 59-2612709 Page 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form 990 (2024) THE
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. List all of the organization's current key employees, if any. See instructions for definition of "key employee." List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above. X Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
• • • • •
(A) Name and title
(C) Position (do not check more than one box, unless person is both an officer and a director/trustee) Former
Highest compensated employee
Key employee
Officer
Institutional trustee
Individual trustee or director
(1) ANDREA
(B) Average hours per week (list any hours for related organizations below dotted line)
(D) Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
(E) Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
(F) Estimated amount of other compensation from the organization and related organizations
BEYEL 2.00 0.00 X
. ....................................................
MEMBER (2) ROBERT
0
0
0
0
0
0
4.00 0.00 X
0
0
0
2.00 0.00 X
0
0
0
0
0
0
2.00 0.00 X
0
0
0
0.00 0.00 X
0
0
0
2.00 0.00 X
0
0
0
4.00 0.00 X
0
0
0
2.00 0.00 X
0
0
0
2.00 0.00 X
0
0
CARMAN 4.00 0.00 X
.....................................................
CHAIRPERSON (3) LISA
X
CRITES
. ....................................................
VICE-CHAIRPERSON (4) JAMES
DWIGHT
. ....................................................
MEMBER (5) DEWEY
HARRIS 4.00 0.00 X
. ....................................................
TREASURER (6) SUZANNE
X
HAWKINS
. ....................................................
MEMBER (7) DR.
MAXWELL KING
. ....................................................
DIRECTOR EMERITUS (8) EDWARD
KUNIGONIS
. ....................................................
MEMBER (9) STACY
LANDON
. ....................................................
SECRETARY (10) TRUDY
MCCARTHY
. ....................................................
MEMBER (11) KIMBERLY
MOOTY
.....................................................
MEMBER
0
Form DAA
990 (2024)
8083 09/04/2025 2:44 PM
Page 8
Form 990 (2024) THE HISTORIC COCOA VILLAGE 59-2612709 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) Part VII (A) Name and title
(C) Position (do not check more than one box, unless person is both an officer and a director/trustee) Former
Highest compensated employee
Key employee
Officer
Institutional trustee
Individual trustee or director
(B) Average hours per week (list any hours for related organizations below dotted line)
(D) Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
(E) Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
(F) Estimated amount of other compensation from the organization and related organizations
(12) ROBI ROBERTS (12) ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00
MEMBER 0.00 (13) DEBORAH SCHENCK
X
0
0
0
0.00 X
0
0
0
0
0
0
0
0
0
0
0
0
(13) ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00
MEMBER (14) RASHMI SHAH
(14) ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00
MEMBER 0.00 (15) DELORES SPEARMAN
X
(15) ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00
MEMBER 0.00 X (16) MARY LU TOMBLESON-HARVEY (16) ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00
0.00 X
MEMBER
(17) . ....................................................
(18) .................................................... .
(19) .................................................... .
1b c d 2
Subtotal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total from continuation sheets to Part VII, Section A . . . . . . . . . . . . Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0
Yes No
3
Did the organization list any former officer, director, trustee, key employee, or highest compensated 3 employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such 4 individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual 5 for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A)
Name and business address
2 DAA
(B)
X X
(C)
Description of services
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
X
Compensation
0 Form
990 (2024)
8083 09/04/2025 2:44 PM
Form 990 (2024) THE
Part VIII
HISTORIC COCOA VILLAGE (A) Total revenue
Contributions, Gifts, Grants, and Other Similar Amounts
Page 9
59-2612709
Statement of Revenue Check if Schedule O contains a response or note to any line in this Part VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1a Federated campaigns . . . . . . . . . . . . . b Membership dues . . . . . . . . . . . . . . . . . c Fundraising events . . . . . . . . . . . . . . . . d Related organizations . . . . . . . . . . . . . e Government grants (contributions) . . . . . . . . . . f All other contributions, gifts, grants, and similar amounts not included above . . . . . .
g Noncash contributions included in
1a 1b 1c 1d 1e
290,000
1f
109,682
17,752 lines 1a-1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1g $ h Total. Add lines 1a–1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(B) Related or exempt function revenue
(C) Unrelated business revenue
(D) Revenue excluded from tax under sections 512-514
399,682
Program Service Revenue
Business Code
711190 2a . .TICKET . . . . . . . . . .SALES ......................................... 711190 SALES b . .CONCESSION ................................................... 711190 OF TOMORROW REVENUE c . .STARS ................................................... 711190 REVENUE d . .ADVERTISING ................................................... e . .................................................... f All other program service revenue . . . . . . . . . . . . . . . . . g Total. Add lines 2a–2f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Investment income (including dividends, interest, and other similar amounts) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Income from investment of tax-exempt bond proceeds . . . . . . . 5 Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (i) Real
1,548,473 146,920 70,620 10,700
1,548,473 146,920 70,620 10,700
1,776,713 3,695
3,695
99,450
99,450
(ii) Personal
6a Gross rents 6a b Less: rental expenses 6b c Rental inc. or (loss) 6c d Net rental income or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a Gross amount from (i) Securities (ii) Other
Miscellaneous Revenue
Other Revenue
sales of assets other than inventory
7a
b Less: cost or other basis and sales exps. 7b 7c c Gain or (loss) d Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a Gross income from fundraising events (not including $ . . . . . . . . . . . . . . . . . . . . of contributions reported on line 206,612 1c). See Part IV, line 18 . . . . . . . . . . . . . . 8a 107,162 b Less: direct expenses . . . . . . . . . . . . . 8b c Net income or (loss) from fundraising events . . . . . . . . . . . . . . . . . . 9a Gross income from gaming activities. See Part IV, line 19 . . . . . 9a b Less: direct expenses . . . . . . . . . . . . . 9b c Net income or (loss) from gaming activities . . . . . . . . . . . . . . . . . . . 10a Gross sales of inventory, less returns and allowances . . . . . . . 10a b Less: cost of goods sold . . . . . . 10b c Net income or (loss) from sales of inventory . . . . . . . . . . . . . . . . . . . Business Code
11a . .REIMBURSEMENTS ................................................... b . .................................................... c . .................................................... d All other revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Total. Add lines 11a–11d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Total revenue. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
55,143
55,143
55,143 2,334,683
1,831,856
0
103,145 990 (2024)
Form DAA
8083 09/04/2025 2:44 PM
Form 990 (2024)
Part IX
THE HISTORIC COCOA VILLAGE
Page 10
59-2612709
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1
(A) Total expenses
(B) Program service expenses
1,032,730
1,032,730
7,925 12,188 134,003
7,925 12,188 134,003
(C) Management and general expenses
X
(D) Fundraising expenses
Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 . . . . . . . .
2
Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . . . . . . . . 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 . 4 Benefits paid to or for members . . . . . . . . . . . 5 Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . . . . . 6 Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . . . . 7 Other salaries and wages . . . . . . . . . . . . . . . . . 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 9 Other employee benefits . . . . . . . . . . . . . . . . . . 10 Payroll taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Fees for services (nonemployees): a Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Legal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Lobbying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Professional fundraising services. See Part IV, line 17 f Investment management fees . . . . . . . . . . . . g Other. (If line 11g amount exceeds 10% of line 25, column (A), amount, list line 11g expenses on Schedule O.) . . . . .
12 13 14 15 16 17 18 19 20 21 22 23 24
Advertising and promotion . . . . . . . . . . . . . . . . Office expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . Information technology . . . . . . . . . . . . . . . . . . . . Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Occupancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings . Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Payments to affiliates . . . . . . . . . . . . . . . . . . . . . Depreciation, depletion, and amortization . Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule O.)
SUP a . . .PRODUCTION/THEATRICAL .......................................... EXPENSES b . . .CONCESSION .......................................... EQUIPMENT c . . .MINOR .......................................... d . . .INCENTIVES .......................................... e All other expenses . . . . . . . . . . . . . . . . . . . . . . . . 25 Total functional expenses. Add lines 1 through 24e . . . 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720) . . . . . . . . . . . . DAA
7,641
7,641
271,287 21,445 215,440
271,287 21,445 207,115
246,054 25,776 5,669
246,054 25,776 5,669
65,622 26,935
65,622 26,935
94,432 52,855 41,895 31,160 84,291 2,377,348
94,432 52,855 41,895 31,160 84,291 2,361,382
8,325
15,966
0
Form
990 (2024)
8083 09/04/2025 2:44 PM
Form 990 (2024)
Part X
THE HISTORIC COCOA VILLAGE
Page 11
59-2612709
Balance Sheet Check if Schedule O contains a response or note to any line in this Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (A) (B) Beginning of year End of year
Cash—non-interest-bearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Savings and temporary cash investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Pledges and grants receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accounts receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) . . . . . . . . . . 7 Notes and loans receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a Land, buildings, and equipment: cost or other 1,887,978 basis. Complete Part VI of Schedule D . . . . . . . . . . . . . . 10a 706,366 10b b Less: accumulated depreciation . . . . . . . . . . . . . . . . . . . . . 11 Investments—publicly traded securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Investments—other securities. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Investments—program-related. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Other assets. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Total assets. Add lines 1 through 15 (must equal line 33) . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Escrow or custodial account liability. Complete Part IV of Schedule D . . . . . . . . . . . . . . . 22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Secured mortgages and notes payable to unrelated third parties . . . . . . . . . . . . . . . . . . . . 24 Unsecured notes and loans payable to unrelated third parties . . . . . . . . . . . . . . . . . . . . . . . 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Total liabilities. Add lines 17 through 25 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that follow FASB ASC 958, check here X and complete lines 27, 28, 32, and 33. 27 Net assets without donor restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Net assets with donor restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33. 29 Capital stock or trust principal, or current funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Paid-in or capital surplus, or land, building, or equipment fund . . . . . . . . . . . . . . . . . . . . . . 31 Retained earnings, endowment, accumulated income, or other funds . . . . . . . . . . . . . . . 32 Total net assets or fund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Total liabilities and net assets/fund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Net Assets or Fund Balances
Liabilities
Assets
1 2 3 4 5
394,904 125,336
1 2 3 4
26,695 227,915
5
1,183
6 7 8 9
986,656 10c 32,575 11
1,540,654 15,900
12 13 14 15 16 17 18 19 20 21
1,181,612 32,575
2,500 1,471,297 15,137
22
93,671 23
65,830
24
-1,912 25 107,659 26
80,967
1,282,995 27 150,000 28
1,240,330 150,000
29 30 31 32 33
1,390,330 1,471,297
1,432,995 1,540,654
Form
DAA
990 (2024)
8083 09/04/2025 2:44 PM
Form 990 (2024) THE
Part XI
HISTORIC COCOA VILLAGE
Page 12
59-2612709
Reconciliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 2 3 4 5 6 7 8 9 10
Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) . . . . . . . . . . . . . . . . . . . . . . . . Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other changes in net assets or fund balances (explain on Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII
1 2 3 4 5 6 7 8 9
2,334,683 2,377,348 -42,665 1,432,995
10
1,390,330
Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
Accounting method used to prepare the Form 990: Cash X Accrual Other If the organization changed its method of accounting from a prior year or checked “Other,” explain on Schedule O. 2a Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both. Separate basis Consolidated basis Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both. Separate basis Consolidated basis Both consolidated and separate basis c If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? . . . . . . . . . . . . . . . . . . . . . . . If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits . . . . . . . . . . . . . . . . . . . . . 1
2a
X
2b
X
2c
3a 3b Form
DAA
990 (2024)
8083 09/04/2025 2:44 PM
Public Charity Status and Public Support
SCHEDULE A (Form 990)
2024
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ.
Department of the Treasury Internal Revenue Service Name of the organization
Part I
OMB No. 1545-0047
Go to www.irs.gov/Form990 for instructions and the latest information.
THE HISTORIC COCOA VILLAGE PLAYHOUSE, INC.
Open to Public Inspection
Employer identification number
59-2612709
Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . An organization operated for the benefit of a college or university owned or operated by a governmental unit described in 5 section 170(b)(1)(A)(iv). (Complete Part II.) A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 6 An organization that normally receives a substantial part of its support from a governmental unit or from the general public 7 described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 X An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of 12 one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a
b
c d
e f g
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1–10 above (see instructions))
(iv) Is the organization listed in your governing document? Yes
(v) Amount of monetary support (see instructions)
(vi) Amount of other support (see instructions)
No
(A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
DAA
Cat. No. 11285F
Schedule A (Form 990) 2024
8083 09/04/2025 2:44 PM
Schedule A (Form 990) 2024
THE HISTORIC COCOA VILLAGE
59-2612709
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1
Gifts, grants, contributions, and membership fees received. (Do not include any “unusual grants.”) . . . . . . . .
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . . . .
3
The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . . . Total. Add lines 1 through 3 . . . . . . . . . . The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . . . . . . . . Public support. Subtract line 5 from line 4 .
4 5
6
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
Section B. Total Support
Calendar year (or fiscal year beginning in) 7 8
Amounts from line 4 . . . . . . . . . . . . . . . . . . Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . . . . . . . . . . . . . . . . . . . . . .
9
Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . . . . . . . . . .
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . . . . . . . . . . Total support. Add lines 7 through 10 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11 12 13
Section C. Computation of Public Support Percentage
14 14 Public support percentage for 2024 (line 6, column (f), divided by line 11, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 15 Public support percentage from 2023 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a 33 1/3% support test — 2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 33 1/3% support test — 2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17a 10%-facts-and-circumstances test — 2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 10%-facts-and-circumstances test — 2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
% %
Schedule A (Form 990) 2024
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Schedule A (Form 990) 2024
THE HISTORIC COCOA VILLAGE
Page 3
59-2612709
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in)
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any “unusual grants.”) . . . .
351,977
314,788
267,777
171,965
399,682
1,506,189
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization’s tax-exempt purpose . . . . . . . .
812,262
1,196,005
1,741,343
1,375,669
1,831,856
6,957,135
3
Gross receipts from activities that are not an unrelated trade or business under section 513
187,903
291,914
174,186
121,530
206,612
982,145
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . . . .
5
The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . . . Total. Add lines 1 through 5 . . . . . . . . . .
1,352,142
1,802,707
2,183,306
1,669,164
2,438,150
9,445,469
6
7a Amounts included on lines 1, 2, and 3 received from disqualified persons . . .
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year . c Add lines 7a and 7b . . . . . . . . . . . . . . . . . . 8 Public support. (Subtract line 7c from line 6.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b
9,445,469
Section B. Total Support
Calendar year (or fiscal year beginning in) 9
Amounts from line 6 . . . . . . . . . . . . . . . . . .
(a) 2020 1,352,142
(b) 2021 1,802,707
(c) 2022 2,183,306
(d) 2023 1,669,164
(e) 2024 2,438,150
(f) Total 9,445,469
3,695
3,695
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . . . . . .
1,187
c
Add lines 10a and 10b . . . . . . . . . . . . . . . .
1,187
11
Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on . .
1,212
12 13 14
1,187 3,695
2,004
4,882
1,108
4,324
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . . . . . . . . . . Total support. (Add lines 9, 10c, 11, 1,354,541 1,804,711 2,184,414 1,669,164 2,441,845 9,454,675 and 12.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage 15 16
Public support percentage for 2024 (line 8, column (f), divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Public support percentage from 2023 Schedule A, Part III, line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15 16
99.90 % 99.80 %
Section D. Computation of Investment Income Percentage 17 17 Investment income percentage for 2024 (line 10c, column (f), divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Investment income percentage from 2023 Schedule A, Part III, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 19a 33 1/3% support tests — 2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . b 33 1/3% support tests — 2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . . . . . . . . . . . . . . . . . . .
% %
X
Schedule A (Form 990) 2024 DAA
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Schedule A (Form 990) 2024
THE HISTORIC COCOA VILLAGE
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59-2612709
Part IV
Supporting Organizations (Complete only if you checked a box on line 12 on Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes 1
2
3a b
c 4a b
c
5a
b c 6
7
8 9a
b c 10a
b
Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If “No,” describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If “Yes,” explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If “Yes,” answer lines 3b and 3c below. Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If “Yes,” describe in Part VI when and how the organization made the determination. Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If “Yes,” explain in Part VI what controls the organization put in place to ensure such use. Was any supported organization not organized in the United States (“foreign supported organization”)? If “Yes,” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below. Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? Substitutions only. Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI. Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990). Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990). Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI. Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI. Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI. Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below. Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.)
No
1
2 3a
3b 3c 4a
4b
4c
5a 5b 5c
6
7 8
9a 9b 9c
10a 10b Schedule A (Form 990) 2024
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Schedule A (Form 990) 2024
Part IV
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Supporting Organizations (continued) Yes
No
Yes
No
Yes
No
Yes
No
11 a
Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization? b A family member of a person described on line 11a above? c A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to line 11a, 11b, or 11c, provide detail in Part VI.
11a 11b 11c
Section B. Type I Supporting Organizations 1
Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s officers, directors, or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 1 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization. 2
2
Section C. Type II Supporting Organizations 1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
Section D. All Type III Supporting Organizations 1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided? Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s), or (ii) serving on the governing body of a supported organization? If “No,” explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). By reason of the relationship described on line 2, above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If “Yes,” describe in Part VI the role the organization’s supported organizations played in this regard.
2
3
1
2
3
Section E. Type III Functionally Integrated Supporting Organizations 1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). The organization satisfied the Activities Test. Complete line 2 below. The organization is the parent of each of its supported organizations. Complete line 3 below. The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). Yes 2 Activities Test. Answer lines 2a and 2b below. a Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If “Yes,” then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to each of its supported organizations, and how the organization determined 2a that these activities constituted substantially all of its activities. a b c
b Did the activities described on line 2a, above, constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If “Yes,” explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement. 3
Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If “Yes” or “No,” provide details in Part VI. b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If “Yes,” describe in Part VI the role played by the organization in this regard.
No
2b
3a 3b Schedule A (Form 990) 2024
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Schedule A (Form 990) 2024
Part V
THE HISTORIC COCOA VILLAGE
59-2612709
Page 6
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A – Adjusted Net Income (A) Prior Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3. 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) 8 (B) Current Year Section B – Minimum Asset Amount (A) Prior Year (optional) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities 1a b Average monthly cash balances 1b c Fair market value of other non-exempt-use assets 1c d Total (add lines 1a, 1b, and 1c) 1d e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquisition indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d. 3 4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by 0.035. 6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8 Section C – Distributable Amount 1 2 3 4 5 6 7
Current Year
Adjusted net income for prior year (from Section A, line 8, column A) 1 Enter 0.85 of line 1. 2 Minimum asset amount for prior year (from Section B, line 8, column A) 3 Enter greater of line 2 or line 3. 4 Income tax imposed in prior year 5 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions). 6 Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990) 2024
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Schedule A (Form 990) 2024
Part V
THE HISTORIC COCOA VILLAGE
59-2612709
Page 7
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D – Distributions 1 2
Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acquire exempt-use assets 5 Qualified set-aside amounts (prior IRS approval required—provide details in Part VI) 6 Other distributions (describe in Part VI). See instructions. 7 Total annual distributions. Add lines 1 through 6. 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 9 Distributable amount for 2024 from Section C, line 6 10 Line 8 amount divided by line 9 amount (i) Section E – Distribution Allocations (see instructions) Excess Distributions
Current Year 1 2 3 4 5 6 7 8 9 10 (ii) Underdistributions Pre-2024
(iii) Distributable Amount for 2024
1 2
Distributable amount for 2024 from Section C, line 6 Underdistributions, if any, for years prior to 2024 (reasonable cause required–explain in Part VI). See instructions. 3 Excess distributions carryover, if any, to 2024 a From 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b From 2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c From 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d From 2022 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e From 2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Total of lines 3a through 3e g Applied to underdistributions of prior years h Applied to 2024 distributable amount i Carryover from 2019 not applied (see instructions) j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 4 Distributions for 2024 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2024 distributable amount c Remainder. Subtract lines 4a and 4b from line 4. 5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. 6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. 7 Excess distributions carryover to 2025. Add lines 3j and 4c. 8 Breakdown of line 7: a Excess from 2020 . . . . . . . . . . . . . . . . . . . . . . . . b Excess from 2021 . . . . . . . . . . . . . . . . . . . . . . . . c Excess from 2022 . . . . . . . . . . . . . . . . . . . . . . . . . d Excess from 2023 . . . . . . . . . . . . . . . . . . . . . . . . . e Excess from 2024 . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 990) 2024
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Schedule A (Form 990) 2024
Part VI
THE HISTORIC COCOA VILLAGE
59-2612709
Page 8
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
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DAA Schedule A (Form 990) 2024
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Schedule B
Schedule of Contributors
(Form 990)
(Rev. December 2024))
OMB No. 1545-0047
Attach to Form 990, 990-EZ, or 990-PF. Go to www.irs.gov/Form990 for the latest information.
Department of the Treasury Internal Revenue Service
Name of the organization
Employer identification number
THE HISTORIC COCOA VILLAGE PLAYHOUSE, INC.
59-2612709
Organization type (check one): Filers of:
Section:
Form 990 or 990-EZ
X 501(c)( 3 ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization
Form 990-PF
501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule
X For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering “N/A” in column (b) instead of the contributor name and address), II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don’t complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . . . . . . . . . . . . . . . . . . . . . Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990). For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF.
DAA
Schedule B (Form 990) (Rev. 12-2024)
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Schedule B (Form 990) (Rev. 12-2024)
Page 1 of 1
Name of organization
THE HISTORIC COCOA VILLAGE Part I (a) No.
1
. ......
(a) No.
2
. ......
(b) Name, address, and ZIP + 4
3
(c) Total contributions
(d) Type of contribution
BREVARD COUNTY COMMUNITY CULTURAL GR BREVARD CULTURAL ALLIANCE $ . . . . . . . . . . . . . .15,000 . .2725 . . . . . . . . . . .JUDGE . . . . . . . . . . . . .FRAN . . . . . . . . . . .JAMISON . . . . . . . . . . . . . . . . . WAY ...................... ............. VEIRA FL 32955 . .......................................................................... . ..........................................................................
(b) Name, address, and ZIP + 4
(c) Total contributions
TDC CULTURAL 150 COCOA ISLES BLVD STE 401
(b) Name, address, and ZIP + 4
$ . . . . . . . . . . . . . .25,000 .............
(c) Total contributions
TDC CAPITAL 150 COCOA ISLES BLVD STE 401
. .COCOA . . . . . . . . . . . . .BEACH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FL . . . . . . 32931 .....................
(a) No.
(b) Name, address, and ZIP + 4
. ......
. ..........................................................................
............................................................................
$ . . . . . . . . . . . 250,000 ................
(c) Total contributions
(b) Name, address, and ZIP + 4
. ......
. ..........................................................................
............................................................................
$ ...........................
(c) Total contributions
(b) Name, address, and ZIP + 4
. ......
. ..........................................................................
. .......................................................................... . ..........................................................................
Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
$ ...........................
............................................................................
(a) No.
Person X Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
. ..........................................................................
(a) No.
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
............................................................................
............................................................................
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
. ..........................................................................
. COCOA . . . . . . . . . . . . .BEACH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FL . . . . . . 32931 .....................
. ......
59-2612709
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
............................................................................
(a) No.
Page 2
Employer identification number
(c) Total contributions
Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
$ ...........................
Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 12-2024) DAA
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SCHEDULE D (Form 990) (Rev. December 2024)
Department of the Treasury Internal Revenue Service
Supplemental Financial Statements
Name of the organization
59-2612709
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered “Yes” on Form 990, Part IV, line 6. (a) Donor advised funds
1 2 3 4 5 6
2
(b) Funds and other accounts
Total number at end of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Aggregate value of contributions to (during year) . . . . . . . . . . . . . . . . . . Aggregate value of grants from (during year) . . . . . . . . . . . . . . . . . . . . . . Aggregate value at end of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part II 1
Open to Public Inspection
Employer identification number
THE HISTORIC COCOA VILLAGE PLAYHOUSE, INC. Part I
OMB No. 1545-0047
Complete if the organization answered “Yes” on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.
Yes
X No
Yes
X No
Conservation Easements Complete if the organization answered “Yes” on Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (for example, recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year
a Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a b Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b c Number of conservation easements on a certified historic structure included on line 2a . . . . . . . . . . . . . . . . . . . . . . . 2c d Number of conservation easements included on line 2c acquired after July 25, 2006, and not on a historic structure listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Number of states where property subject to conservation easement is located . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of Yes No violations, and enforcement of the conservation easements it holds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conversation easements during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing $ ........................... conservation easements during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Does each conservation easement reported on line 2d above satisfy the requirements of section 170(h)(4)(B) Yes No (i) and section 170(h)(4)(B)(ii)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete if the organization answered “Yes” on Form 990, Part IV, line 8.
1a If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items. (i) Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items. a Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . . . . . . . . . . . . . . . . . . . . . b Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ Schedule D (Form 990) (Rev. 12-2024) For Paperwork Reduction Act Notice, see the Instructions for Form 990. DAA
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HISTORIC COCOA VILLAGE 59-2612709 Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Schedule D (Form 990) (Rev. 12-2024)THE
Part III 3
Using the organization’s acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply).
a Public exhibition d Loan or exchange program b e Scholarly research Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Preservation for future generations 4 Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization’s collection? . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part IV
Yes
No
Escrow and Custodial Arrangements Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” explain the arrangement in Part XIII and complete the following table.
Yes
No
Amount c Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c 1d d Additions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1e e Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f f Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? . . . . . . . . . . . . . . . . . Yes b If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part V
Endowment Funds Complete if the organization answered “Yes” on Form 990, Part IV, line 10. (a) Current year
(b) Prior year
(c) Two years back
(d) Three years back
32,575 1a Beginning of year balance . . . . . . . . . . . . b Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . c Net investment earnings, gains, and losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Grants or scholarships . . . . . . . . . . . . . . . . e Other expenditures for facilities and programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Administrative expenses . . . . . . . . . . . . . . 32,575 g End of year balance . . . . . . . . . . . . . . . . . . . 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment . . . . . . . . . . . . . % . b Permanent endowment . . . . . . . . . . . . . . . % c Term endowment . . . . . . . . . . . . . . % The percentages on lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) Unrelated organizations? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) Related organizations? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes” on line 3a(ii), are the related organizations listed as required on Schedule R? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Describe in Part XIII the intended uses of the organization’s endowment funds. Part VI
No
(e) Four years back
32,575
32,575
Yes 3a(i) 3a(ii) 3b
No
X X
Land, Buildings, and Equipment Complete if the organization answered “Yes” on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property
(a) Cost or other basis
(b) Cost or other basis
(c) Accumulated
(investment)
(other)
depreciation
100,000 1a Land . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,157,620 366,742 b Buildings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Leasehold improvements . . . . . . . . . . . . . . . . . d Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, line 10c, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(d) Book value
100,000 790,878
890,878
Schedule D (Form 990) (Rev. 12-2024)
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HISTORIC COCOA VILLAGE 59-2612709 Page 3 Investments – Other Securities Complete if the organization answered “Yes” on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
Schedule D (Form 990) (Rev. 12-2024) THE
Part VII
(a) Description of security or category
(b) Book value
(including name of security)
(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Closely held equity interests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (3) Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (A) ........................................................................ . . . . (B) ........................................................................ . . . . (C) ........................................................................ . . . . (D) ........................................................................ . . . . (E) ........................................................................ . . . . (F) ........................................................................ . . . . (G) ........................................................................ . . . . (H) ........................................................................ Total. (Column (b) must equal Form 990, Part X, line 12, col. (B)) . . . . . .
Part VIII
Investments – Program Related Complete if the organization answered “Yes” on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 13, col. (B)) . . . . . .
Part IX
Other Assets Complete if the organization answered “Yes” on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (b) Book value
(a) Description
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 15, col. (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part X
Other Liabilities Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
(a) Description of liability (b) Book value 1. (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 25, col. (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization’s financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII . . . . . . . DAA
Schedule D (Form 990) (Rev. 12-2024)
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Schedule D (Form 990) (Rev. 12-2024) THE
Part XI
HISTORIC COCOA VILLAGE
59-2612709
1 Total revenue, gains, and other support per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12: a Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a b Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b c Recoveries of prior year grants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c d Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . . . . . . . . . . . 4a b Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b c Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII
1
2e 3
4c 5
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Complete if the organization answered “Yes” on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Amounts included on line 1 but not on Form 990, Part IX, line 25: 2a a Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b b Prior year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c c Other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d d Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: 4a a Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . . . . . . . . . . . b Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b c Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XIII
Page 4
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered “Yes” on Form 990, Part IV, line 12a.
1
2e 3
4c 5
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................
. ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................
. ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................
Schedule D (Form 990) (Rev. 12-2024) DAA
8083 09/04/2025 2:44 PM
Schedule D (Form 990) (Rev. 12-2024) THE
Part XIII
HISTORIC COCOA VILLAGE
59-2612709
Page 5
Supplemental Information (continued)
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Schedule D (Form 990) (Rev. 12-2024) DAA
8083 09/04/2025 2:44 PM
SCHEDULE G (Form 990)
Supplemental Information Regarding Fundraising or Gaming Activities Complete if the organization answered “Yes” on Form 990, Part IV, line 17, 18, or 19; or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
(Rev. December 2024) Department of the Treasury Internal Revenue Service Name of the organization
Part I 1
THE HISTORIC COCOA VILLAGE PLAYHOUSE, INC.
OMB No. 1545-0047
Open to Public Inspection
Employer identification number
59-2612709
Fundraising Activities. Complete if the organization answered “Yes” on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a
Mail solicitations
e
Solicitation of nongovernment grants
b
Internet and email solicitations
f
Solicitation of government grants
c
Phone solicitations
g
Special fundraising events
d
In-person solicitations
2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? . . . . . . . . . . . . . . . . . b If “Yes,” list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. (iii) Did fund-
(i) Name and address of individual or entity (fundraiser)
(ii) Activity
raiser have custody or control of contributions?
(iv) Gross receipts from activity
(v) Amount paid to (or retained by) fundraiser listed in col. (i)
Yes
No
(vi) Amount paid to (or retained by) organization
Yes No 1 2
3
4
5
6
7
8
9
10
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
. ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ .
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. . DAA
Schedule G (Form 990) (Rev. 12-2024)
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Page 2 THE HISTORIC COCOA VILLAGE 59-2612709 Fundraising Events. Complete if the organization answered “Yes” on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Schedule G (Form 990) (Rev. 12-2024)
Part II
(a) Event #1
(b) Event #2
(c) Other events (d) Total events
Revenue
None (event type)
(event type)
(add col. (a) through col. (c))
(total number)
1 Gross receipts . . . . . . . . 2 Less: Contributions . . 3 Gross income (line 1 minus line 2) . . . . . . . . . . . 4 Cash prizes . . . . . . . . . .
Direct Expenses
5 Noncash prizes . . . . . . . 6 Rent/facility costs . . . . 7 Food and beverages . 8 Entertainment . . . . . . . . 9 Other direct expenses 10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Net income summary. Subtract line 10 from line 3, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Direct Expenses
Revenue
Part III
Gaming. Complete if the organization answered “Yes” on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (a) Bingo
(b) Pull tabs/instant bingo/progressive bingo
(c) Other gaming
(d) Total gaming (add col. (a) through col. (c))
1 Gross revenue . . . . . . . 2 Cash prizes . . . . . . . . . . 3 Noncash prizes . . . . . . . 4 Rent/facility costs . . . . 5 Other direct expenses 6 Volunteer labor . . . . . . .
Yes . . . . . . . . . . . . . . . . % No
Yes . . . . . . . . . . . . . . . . % No
Yes . . . . . . . . . . . . . % No
7 Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Net gaming income summary. Subtract line 7 from line 1, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Enter the state(s) in which the organization conducts gaming activities: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No b If “No,” explain: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .......................................................................................................................................................... . ..........................................................................................................................................................
10a Were any of the organization’s gaming licenses revoked, suspended, or terminated during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” explain:
Yes
No
. .......................................................................................................................................................... . .......................................................................................................................................................... DAA
Schedule G (Form 990) (Rev. 12-2024)
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THE HISTORIC COCOA VILLAGE
Schedule G (Form 990) (Rev. 12-2024)
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a grantor, beneficiary, or trustee of a trust; or a member of a partnership or other entity formed to administer charitable gaming? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Indicate the percentage of gaming activity conducted in: a The organization’s facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13a b An outside facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b 14 Enter the name and address of the person who prepares the organization’s gaming/special events books and records: Name
Page 3
59-2612709
11 12
Yes
No
Yes
No % %
.......................................................................................................................................
Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” enter the amount of gaming revenue received by the organization $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . and the amount of gaming revenue retained by the third party $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c If “Yes,” enter tha name and address of the third party: Name
Yes
No
.......................................................................................................................................
Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Gaming manager information: Name
..............................................................................................................................
Gaming manager compensation $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . Description of services provided Director/officer
..................................................................................................
Employee
Independent contractor
17 Mandatory distributions: a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization’s own exempt activities during the tax year $
Part IV
Yes
No
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
. ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ .
DAA
Schedule G (Form 990) (Rev. 12-2024)
8083 09/04/2025 2:44 PM
SCHEDULE O (Form 990)
Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.
OMB No. 1545-0047
(Rev. December 2024) Department of the Treasury Internal Revenue Service
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Name of the organization
Employer identification number THE HISTORIC COCOA VILLAGE PLAYHOUSE, INC. 59-2612709 Form 990, Part VI, Line 11b Organization's Process to . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Review . . . . . . . . . . . . . . .Form . . . . . . . . . . .990 .......... THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW . ................................................................................................................................................................ . . AND . . . . . . . . . ACCEPTANCE . . . . . . . . . . . . . . . . . . . . . . . . PRIOR . . . . . . . . . . . . . TO . . . . . . .FILING. .......................................................................................................... . ................................................................................................................................................................
Form 990, Part VI, Line 12c - Enforcement of Conflicts Policy . . BOARD . . . . . . . . . . . . . .MEMBERS . . . . . . . . . . . . . . . . .MUST . . . . . . . . . . .REPORT . . . . . . . . . . . . . . . ANY . . . . . . . . .CONFLICTS . . . . . . . . . . . . . . . . . . . . . .THAT . . . . . . . . . . .MAY . . . . . . . . ARISE . . . . . . . . . . . . . AT . . . . . . .BOARD . . . . . . . . . . . . .MEETINGS. ................... ANNUAL CERTIFICATION IS RECEIVED FROM EACH BOARD MEMBER. . ................................................................................................................................................................ . ................................................................................................................................................................
. ................................................................................................................................................................
Form 990, Part VI, Line 15a - Compensation Process for Top Official . . . . . . . . . EXECUTIVE . . . . . . . . . . . . . . . . . . . . . .DIRECTOR'S . . . . . . . . . . . . . . . . . . . . . . . .COMPENSATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . WAS . . . . . . . . .DETERMINED . . . . . . . . . . . . . . . . . . . . . . . .BY . . . . . . .THE . . . . . . . . EXECUTIVE ............................ . . THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. . ................................................................................................................................................................ . ................................................................................................................................................................
. ................................................................................................................................................................
Form 990, Part VI, Line 15b - Compensation Process for Officers . . THE . . . . . . . . . COMPENSATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . OF . . . . . . .KEY . . . . . . . . .EMPLOYEES . . . . . . . . . . . . . . . . . . . . . .WAS . . . . . . . . DETERMINED . . . . . . . . . . . . . . . . . . . . . . . . BY . . . . . . .THE . . . . . . . . .BOARD . . . . . . . . . . . . .OF . . . . . . DIRECTORS ................. AND EXECUTIVE DIRECTOR. . ................................................................................................................................................................ . ................................................................................................................................................................
. ................................................................................................................................................................
Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation . . GOVERNING . . . . . . . . . . . . . . . . . . . . . . DOCUMENTS . . . . . . . . . . . . . . . . . . . . . .ARE . . . . . . . . .AVAILABLE . . . . . . . . . . . . . . . . . . . . . .TO . . . . . . THE . . . . . . . . .PUBLIC . . . . . . . . . . . . . . . ON . . . . . . .REQUEST. ............................................... . ................................................................................................................................................................
. ................................................................................................................................................................
Form 990, Part IX, Line 11g - Other Fees for Services . . Description ............................................................................................................................................................... . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Tot/Prog . . . . . . . . . . . . . . . . . . . Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Mgt . . . . . . . . .& . . . . General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Fundraising .......................... PROFESSIONAL FEES . ................................................................................................................................................................ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . .24,576 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . . . . . . . . . .0 . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . . . . . . . . . .0 .... INDEPENDENT CONTRACTORS . ................................................................................................................................................................ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . .246,711 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . . . . . . . . . .0 . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . . . . . . . . . .0 .... Total . ................................................................................................................................................................ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . .271,287 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . . . . . . . . . .0 . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . . . . . . . . . .0 .... . ................................................................................................................................................................
. ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ .
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. DAA
Schedule O (Form 990) (Rev. 12-2024)
8083 09/04/2025 2:44 PM
Form
Depreciation and Amortization
4562
OMB No. 1545-0172
2024
(Including Information on Listed Property) Attach to your tax return. Go to www.irs.gov/Form4562 for instructions and the latest information.
Department of the Treasury Internal Revenue Service
Name(s) shown on return
THE HISTORIC COCOA VILLAGE PLAYHOUSE, INC.
Attachment Sequence No.
179
Identifying number
59-2612709
Business or activity to which this form relates
Indirect Depreciation Part I 1 2 3 4 5 6
Election To Expense Certain Property Under Section 179 Note: If you have any listed property, complete Part V before you complete Part I.
(a) Description of property
(b) Cost (business use only)
Part II
Part III
8 9 10 11 12
Special Depreciation Allowance and Other Depreciation (Don’t include listed property. See instructions.)
Special depreciation allowance for qualified property (other than listed property) placed in service during the tax year. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15 16
3,050,000
(c) Elected cost
7 7 Listed property. Enter the amount from line 29 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Carryover of disallowed deduction from line 13 of your 2023 Form 4562 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5. See instructions . 12 Section 179 expense deduction. Add lines 9 and 10, but don't enter more than line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Carryover of disallowed deduction to 2025. Add lines 9 and 10, less line 12 . . . . . . . . . . . 13 Note: Don't use Part II or Part III below for listed property. Instead, use Part V. 14
1,220,000
1 2 3 4 5
Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions . . . . . . .
14 15 16
65,622
17
0
MACRS Depreciation (Don’t include listed property. See instructions.) Section A
17 18
MACRS deductions for assets placed in service in tax years beginning before 2024 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here . . . . . . . . . . . . .
Section B—Assets Placed in Service During 2024 Tax Year Using the General Depreciation System (a) Classification of property
19a b c d e f g
(b) Month and year placed in service
3-year property 5-year property 7-year property 10-year property 15-year property 20-year property 25-year property
20a b c d
(d) Recovery period
(e) Convention
(f) Method
Part IV
25 yrs. 27.5 yrs. 27.5 yrs. 39 yrs.
Summary (See instructions.)
Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on the appropriate lines of your return. Partnerships and S corporations—see instructions . . . . . . . . . . . . . . 23 For assets shown above and placed in service during the current year, enter the 23 portion of the basis attributable to section 263A costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see separate instructions.
21 22
DAA
(g) Depreciation deduction
S/L MM S/L MM S/L MM S/L Nonresidential real property MM S/L Section C—Assets Placed in Service During 2024 Tax Year Using the Alternative Depreciation System Class life S/L 12-year 12 yrs. S/L 30-year 30 yrs. MM S/L 40-year 40 yrs. MM S/L
h Residential rental property i
(c) Basis for depreciation (business/investment use only–see instructions)
21 22
65,622 Form 4562 (2024)
There are no amounts for Page 2
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
Performance Partnership Payments Concession Expenses Communication and Ticketing Services Fundraising Expenses Insurance Marketing Expense Marketing Out of County Technical and Stage Equipment Production Expenses Professional Fees Rental Facilities Royalties Scholarships Wages Operational Expense Total Expenses 2026-2027 .
2026-2027 projection
2025-2026 actuals
$100,000 $ 165,442.64 $60,000 $ 42,733.39 $60,000 $ 119,804.60 $15,000 $ 47,309.06 $74,000.00 $ 103,055.21 $30,000.00 $ 22,952.88 $10,000.00 $ 15,858.00 $30,000 $ 7,440.56 $100,000 $ 83,073.30 $56,000 $ 65,330.51 $36,000 $ 51,365.12 $110,000 $ 19,660.05 $5,000 $ 7,892.72 $1,046,000.00 $ 1,257,590.85 $100,000.00 $ 231,759.57 $1,832,000.00
$2,241,268.46
2026-2027 projection
Difference
Income
-$65,442.64
Advertising Revenue Concession Sales Contributions Aladdin Society Legacy Foundation Fundraising Revenue Grants and Contracts Educational Programs Ticket Sales Other Income
$20,000 $ 20,807.28 $165,000.00 $ 149,315.84 $80,000 $ 119,454.42 $20,000 $ 7,225.00 $20,000 $ 8,000.00 $85,000 $ 55,618.00 $165,000 $ 390,193.52 $80,000 $ 62,706.31 $1,200,000 $ 1,192,339.97 $15,000 $ 26,831.12
Subtotal
$1,850,000.00
$17,266.61 -$59,804.60 -$32,309.06 -$29,055.21 $7,047.12 -$5,858.00 $22,559.44 $16,926.70 -$9,330.51 -$15,365.12
2025-2026 actuals
$2,032,491.46
Difference -$807.28 $15,684.16 -$39,454.42 $12,775.00 $12,000.00 $29,382.00 -$225,193.52 $17,293.69 $7,660.03 -$11,831.12
-$182,491.46
$90,339.95 -$2,892.72 -$211,590.85
$12,500.00
$12,500.00
Total Income
$1,862,500.00
$2,044,991.46
-$172,491.46
Total Expenses Paid
$1,832,000.00
$2,241,268.46
-$393,410.46
$30,500.00
-$196,277
$226,777.00
TDC grant funding
$0.00
-$131,759.57 -$409,268.46 Profit/Loss
Updated: 6/16/2026
Space Coast Symphony Orchestra
Return to Table of Contents
For TDO use: PROJECT #15
FLORloa
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
Office
II s
Program
checklist
Organization:
o'rgariization
Support
Space
Coast
yeai-round
Symphony
programming?
NO
Applicant
Event
1.
Completed
Name:
2.
CopyoflRSArticLesof
Yes
3.
CopyoflRSDeterrninationletter - (if appLicabLe)
'x
4.
CopyofSunBiz.org(ifappLicabLe)
x
5.
Copy
of 990
6.
Copy
of completed
"X'
(if applicable) W-9
(March
2024) Income/Expense
8.
Copy
(required
(CuLtural)
or 250
s .1 Allcoc
Peter
worksheet
for all applicants)
of the AppLicant
application
meets
the
room
nights
Comment
r N//" J/
- (if applicabLe)
7.
No
'x/'
application
Incorporation
This
Orchestra
checkList
minimum
X X 'x requirement
of 5,001
out-of-county
attendees
(Sports).
NO
meritshavebeeiqsubmitted,reviewedand/oraddressedinthecomments.
Cranis,
Executive
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Aaron Collins
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Space Coast Symphony Orchestra Organization address PO BOX 237646 State FL City Cocoa Zip 32923 Primary contact name Aaron Collins
Primary contact phone number (855) 252-7276 Primary contact email aaron@spacecoastsymphony.org Secondary contact name Mary Seal Secondary contact phone number (321) 536-8580 Secondary contact email marym@spacecoastsymphony.org Organization website address https://spacecoastsymphony.org/
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 27-0197064
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
8. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
9. (untitled)
What is the first date of your event?
10. (untitled)
In total, how many days will your event be held?
11. (untitled) 7.
Do you have a second event? No
12. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled)
Do you have a third event?
16. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled)
What types of marketing do you plan to do for this event?
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Direct mail Search advertising (pay-per-click, etc.) Social media (Facebook, Instagram, YouTube, etc.)
21. (untitled)
What are your social media handles?
9.
Facebook : https://www.facebook.com/SpaceCoastSymphony/ Instagram : https://www.instagram.com/SpaceCoastSymphonyOrchestra YouTube : https://www.youtube.com/@SpaceCoastSymphony
22. (untitled) 10.
What hashtags do you currently use?
#SpaceCoastSymphony, #SpaceCoastSymphonyOrchestra, #SymphonyforEveryone
23. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening
procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Aaron Collins
24. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
501(c)_Letter_-_Space_Coast_Symphony.pdf
25. (untitled) 13.
Upload a copy of your organization's 990 form.
990_-_Space_Coast_Symphony.pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
Entity_Report_-_Space_Coast_Symphony.pdf
28. (untitled) 15.
Upload your completed W-9 form.
W9_-_SCSO.pdf
29. (untitled) 16.
Upload your completed Event Income/Expense report.
MSP_-_Revenue_-_Expense_Worksheet_-_Space_Coast_Symphony.pdf
30. (untitled) 17.
Upload your completed Checklist.
Checklist_-_Space_Coast_Symphony.pdf
31. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Aaron Collins
32. Thank You! New Send Email Jun 17, 2026 00:25:43 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT
FILED Apr 30, 2026 Secretary of State 6848739231CC
DOCUMENT# N09000004840 Entity Name: SPACE COAST SYMPHONY ORCHESTRA INC. Current Principal Place of Business: 505 GRANT AVE SATELLITE BEACH, FL 32937
Current Mailing Address: PO BOX 237646 COCOA, FL 32923 US FEI Number: 27-0197064
Certificate of Status Desired: No
Name and Address of Current Registered Agent: COLLINS, AARON 505 GRANT AVE SATELLITE BEACH, FL 32937 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: AARON COLLINS
04/30/2026 Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
TREASURER
Title
PRESIDENT
Name
SEAL, MARY
Name
HOOVER, ERIC
Address
505 GRANT AVE
Address
505 GRANT AVE
City-State-Zip:
SATELLITE BEACH FL 32937
City-State-Zip:
SATELLITE BEACH FL 32937
Title
VP
Title
SECRETARY
Name
HICKMAN, JEREMY
Name
KENNEY, SHERRI
Address
505 GRANT AVE
Address
505 GRANT AVE
City-State-Zip:
SATELLITE BEACH FL 32937
City-State-Zip:
SATELLITE BEACH FL 32937
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: MARY M SEAL Electronic Signature of Signing Officer/Director Detail
TREASURER
04/30/2026 Date
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
2026-2027 projection
2025-2026 actuals
Difference
2026-2027 projection
2025-2026 actuals
Difference
Contracted Services - Operations
$22,000.00
$21,280.00
$720.00
Donations
$215,000.00
$204,473.00
$10,527.00
Contracted Services - Program
$15,000.00
$14,541.00
$459.00
Concession/Raffle
$4,200.00
$3,975.00
$225.00
Equipment
$19,500.00
$18,728.00
$772.00
Ticket Sales
$255,000.00
$249,140.00
$5,860.00
Venue Rent
$43,000.00
$40,303.00
$2,697.00
Contracted Concerts
$60,000.00
$57,950.00
$2,050.00
Music Rent/Purchases
$14,000.00
$11,832.00
$2,168.00
Musicians
$315,000.00 $299,531.00
$15,469.00
Subtotal Income Income Sponsors
$534,200.00
$515,538.00
$18,662.00
$2,396.65
Cash in bank to start
$28,753.00
$28,753.00
$0.00
Supplies
$5,800.00
$5,596.00
$204.00
Office Rent
$10,800.00
$10,400.00
$400.00
Subtotal Expense Other Expenses
$445,100.00 $422,211.00
$22,889.00
Payroll
$70,000.00
$68,896.00
$1,104.00
Credit Card Fees
$7,500.00
$7,188.00
$312.00
Misc Operational Expense
$28,000.00
$27,019.35
$980.65
Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County Digital-Brevard County
$105,500.00 $103,103.35
Income
$25,000.00
$2,000.00
$1,703.89
$296.11
Income Other
Digital-Out of County
$8,000.00
$3,902.44
$4,097.56
TDC grant funding
$12,500.00
Postage-Brevard County
$2,000.00
$1,720.00
$280.00
Total Income
$600,453.00
$556,791.00
$43,662.00
Postage-Out of County
$4,000.00
$2,600.00
$1,400.00
Public Relations
$4,000.00
$3,600.00
$400.00
Total Expenses Paid
$573,100.00
$540,813.68
$32,286.32
$2,500.00
$1,973.00
$527.00 Profit/Loss
$27,353.00
$22,500.00
$15,499.33
$7,000.67
$15,977.32
$11,375.68
Subtotal Marketing Expenses Total Expenses 2026-2027
$573,100.00 $540,813.68
$32,286.32
$12,500.00
$0.00
.
Updated: 6/17/2026
Cape Canaveral Lighthouse
Return to Table of Contents
For TDO use: PROJECT #16
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is triis
Office
Im Ll
Program
checklist
Organization:
oagariization
Support
Cape
CanaveraL
year-round
Lighthouse
Foundation
programming?
NO
Applicant
Event
Name:
1.
Completed
2.
Copy
No
Yes application
of IRS Articles
Incorporation
/
of
Comment
X
lk
- (if applicable)
/" !)>
v
3.
CopyoflRSDeterminationletter
X
- (if appLicabLe) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable) W-9
(March
2024) 7.
Income/Expense (required
8.
This
Copy
or 250
II s _l All r,;o
umerits
Peter
Cranis,
%
for all applicants)
application
(CulturaL)
X
worksheet
of the Applicant
meets
the
room
nights
i /
X
checkList
minimum
/
X, X'
(if applicable)
requirement
of 5,001
out-of-county
attendees
(Sports).
NO have
beeiq
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Becky Zingarelli
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Cape Canaveral Lighthouse Foundation Organization address 4001 Lighthouse Rd. State FL City Cape Canaveral Space Force Station Zip 32920 Primary contact name Becky Zingarelli
Primary contact phone number 321-704-9194 Primary contact email museumdirector@canaverallight.org Secondary contact name Shane Smith Secondary contact phone number 321-720-1561 Secondary contact email cclf-president@canaverallight.org Organization website address https://canaverallight.org/
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 01-0655841
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
8. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
9. (untitled)
What is the first date of your event?
10. (untitled)
In total, how many days will your event be held?
11. (untitled) 7.
Do you have a second event? No
12. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled)
Do you have a third event?
16. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled)
What types of marketing do you plan to do for this event?
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Digital advertising (banner ads, etc.) Radio Search advertising (pay-per-click, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video
21. (untitled)
What are your social media handles?
9.
Facebook : Facebook/CCLighthouse Instagram : Instagram/cclighthousefoundation YouTube : NA
22. (untitled) 10.
What hashtags do you currently use?
FACEBOOK Facebook/CCLighthouse #capecanaverallighthouse, #capecanaveral, #capecanaverallighthousefoundaton, #canaverallighthouse, #floridalighthouses, #floridalighthouseassociation, #Lighthouses #preserve #History #SpaceCoast #Brevard #BrevardCounty #MerrittIsland #cocoabeachchamber #CocoaBeachNews #45thSpaceWing #florida #flalighthouses #spacelaunchdelta45 #lighthouse_lovers #lighthousesofinstagram #lighthouses_around_the_world #uslhs #lighthousepassport @merrittislandwildlifeassociation #attractions LINKEDIN Linkedin/Cape Canaveral Lighthouse Foundation #museum #museums #history #Space #preservation #touring #outreach #orlando #centralflorida #florida #spacecoast #capecanaveral #lovefl #ussf #SandsSpaceHistoryCenter #historic Florida #florida history #lighthouse #brevard #Tourist #historic Florida #capecanaverallighthouse #canaveral lighthouse WEBSITE SEARCH WORDS TO USE #attractions, #capecanaverallighthouse, #capecanaveral, #capecanaverallighthousefoundaton, #canaverallighthouse, #floridalighthouses,
#floridalighthouseassociation, #Lighthouses, #preserve, #History, #SpaceCoast, #Brevard, #BrevardCounty, #45thSpaceWing, #florida, #flalighthouses, #spacelaunchdelta45, #spacecoastlaunches WEBSITE SEARCH WORDS TO USE- EDUCATIONAL TOURS #attractions, #capecanaverallighthouse, #capecanaveral, #capecanaverallighthousefoundaton, #canaverallighthouse, #floridalighthouses, #floridalighthouseassociation, #Lighthouses, #preserve, #History, #SpaceCoast, #Brevard, #BrevardCounty, #45thSpaceWing, #florida, #flalighthouses, #spacelaunchdelta45, #spacecoastlaunches, #floridaeducationaltours, #spacecoasteducationaltours, #spacecoasteducation, #spaceeducation, #schoolhistory, #floridahistory
23. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Becky Zingarelli
24. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
IRS_501c3_tax_exempt_letter_-_2011_-_CCLF.pdf
25. (untitled) 13.
Upload a copy of your organization's 990 form.
2024_Tax_Return_Form_990_-_CCLF.pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
Detail_by_Entity_Name-CCLF.pdf
28. (untitled) 15.
Upload your completed W-9 form.
2026_W9_-_CCLF.pdf
29. (untitled) 16.
Upload your completed Event Income/Expense report.
MSP_Revenue_Expense_worksheet_FY26-27.pdf
30. (untitled) 17.
Upload your completed Checklist.
MSP_applicant_checklist_5.26.2026_-_CCLF-signed.pdf
31. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Becky Zingarelli
32. Thank You! New Send Email Jun 10, 2026 07:43:37 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Division of Corporations
Florida Department of State
Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name Florida Not For Profit Corporation CAPE CANAVERAL LIGHTHOUSE FOUNDATION INCORPORATED Filing Information
Document Number
N02000001956
FEI/EIN Number
01-0655841
Date Filed
03/13/2002
State
FL
Status
ACTIVE
Last Event
AMENDMENT
Event Date Filed
11/06/2002
Event Effective Date
NONE
Principal Address
CAPE CANAVERAL LIGHTHOUSE CAPE CANAVERAL AIR FORCE STATION BREVARD COUNTY, FL 32925-2206 Changed: 03/24/2009 Mailing Address
PO BOX 1978 CAPE CANAVERAL, FL 32920-1978 Changed: 03/24/2009 Registered Agent Name & Address
Cape Canaveral Lighthouse Foundation 2420 Sykes Creek Drive Merritt Island, FL 32953 Name Changed: 01/27/2021 Address Changed: 11/02/2023 Officer/Director Detail
Name & Address Title VP
Walko, Laura Lee 323 Ibis Ln Satellite Beach, FL 32937 Title Treasurer Passarelli, James A 2420 Sykes Creek Drive Merritt Island, FL 32953 Title President Smith, Shane 4411 Chardonnay Dr Viera, FL 32955 Title Secretary Clark, Robyn PO Box 1978 Cape Canaveral, FL 32920 Annual Reports
Report Year
Filed Date
2024
02/02/2024
2025
01/25/2025
2026
01/09/2026
Document Images 01/09/2026 -- ANNUAL REPORT
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01/25/2025 -- ANNUAL REPORT
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02/02/2024 -- ANNUAL REPORT
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11/02/2023 -- AMENDED ANNUAL REPORT
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01/18/2023 -- ANNUAL REPORT
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01/21/2022 -- ANNUAL REPORT
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01/27/2021 -- ANNUAL REPORT
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01/05/2020 -- ANNUAL REPORT
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05/01/2019 -- ANNUAL REPORT
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02/13/2018 -- ANNUAL REPORT
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01/21/2017 -- ANNUAL REPORT
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01/06/2016 -- ANNUAL REPORT
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01/25/2015 -- ANNUAL REPORT
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03/19/2014 -- ANNUAL REPORT
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01/30/2013 -- ANNUAL REPORT
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02/09/2012 -- ANNUAL REPORT
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01/13/2011 -- ANNUAL REPORT
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11/06/2002 -- Amendment
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03/13/2002 -- Domestic Non-Profit
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Florida Department of State, Division of Corporations
Marketing Support Program FY 2026-2027 Event Income/Expense Report - Cape Canaveral Lighthouse Foundation 2026-2027 2025-2026 Difference Expenses projection actuals
Income
2026-2027 projection
2025-2026 actuals
Difference
Fundraising
$20,000.00
$16,339.00
$3,661.00
Fundraising
$44,000.00
$54,016.00
-$10,016.00
Giftshop
$20,000.00
$21,319.00
-$1,319.00
Giftshop
$45,000.00
$30,609.00
$14,391.00
Membership
$1,250.00
$403.00
$847.00
Membership
$17,000.00
$18,961.00
-$1,961.00
Bricks
$3,675.00
$2,194.00
$1,481.00
Brick Sales
$5,000.00
$3,589.00
$1,411.00
Donations
$13,400.00
$10,831.00
$2,569.00
Subtotal Income Income Sponsors
$124,400.00
$118,006.00
$6,394.00
Sponsorships
$14,000.00
$22,250.00
-$8,250.00
Subtotal Other Expenses
$44,925.00
$40,255.00
$4,670.00
Museum
$39,000.00
$38,283.00
$717.00
Operating
$25,850.00
$28,494.00
-$2,644.00
Volunteers
$6,000.00
$4,231.00
$1,769.00
Income Other
Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$70,850.00
$71,008.00
-$158.00
TDC grant funding
$12,500.00
$12,500.00
$0.00
Total Income
$150,900.00
$152,756.00
-$1,856.00
Total Expenses Paid
$128,725.00
$117,451.00
$11,274.00
Profit/Loss
$22,175.00
$35,305.00
-$13,130.00
NOTES:
Out-of-County Marketing
$6,000.00
$5,000.00
$1,000.00
The Actuals are for the last completed fiscal year - CY 2025
Brevard County Marketing
$2,500.00
$913.00
$1,587.00
Neither the TDC Capital Facilities grant expenses nor reimbursements are
Promotional Items
$4,450.00
$275.00
$4,175.00
shown so as not to obscure normal operations financials. Grant amount = $775,000
Subtotal Marketing Expenses
$12,950.00
$6,188.00
$6,762.00
Total Expenses 2026-2027
$128,725.00
$117,451.00
$11,274.00
.
Updated: 6/15/2026
Brevard Symphony Orchestra
Return to Table of Contents
For TDO use: PROJECT #17
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is triis
Office
Packet
s
I
Program
checklist
Organization:
o-gariization
Support
Brevard
year-round
Symphony
Orchestra
programming?
NO
Applicant
Event
Name:
Yes 1.
Completed
2.
CopyoflRSArticlesof
No
Comment
Xa
application
('
Incorporation
i? (
- (if applicable)
as
3.
CopyoflRSDeterminationletter
x
- (if applicable)
-/
4.
CopyofSunBiz.org(ifappLicabLe)
5.
Copy
of 990
6.
Copy
of compLeted
,,)',, aK
(if applicable)
./
W-9
(March
2024) 7.
Income/Expense (required
8.
This
or 250
I
All cocumerits
Peter
worksheet
X/ i
CopyoftheAppLicantcheckList
(CulturaL)
J s
x"
for all applicants)
application
Cranis,
1-
meets
the
room
nights
X'
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO have
beezq
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Hadassah Etienne
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Brevard Symphony Orchestra Organization address 780 S Apollo Blvd Ste 218 State Florida City Melbourne Zip 32901 Primary contact name Hadassah Etienne
Primary contact phone number 321-345-5052 Primary contact email hetienne@brevardsymphony.com Secondary contact name Catherine Maida Secondary contact phone number 321-242-2024 Secondary contact email cmaida@brevardsymphony.com Organization website address www.brevardsymphony.com
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 59-1149727
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
8. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
9. (untitled)
What is the first date of your event?
10. (untitled)
In total, how many days will your event be held?
11. (untitled) 7.
Do you have a second event? No
12. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled)
Do you have a third event?
16. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled)
What types of marketing do you plan to do for this event?
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Billboards Digital advertising (banner ads, etc.) Direct mail Radio Search advertising (pay-per-click, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video
21. (untitled)
What are your social media handles?
9.
Facebook : Brevard Symphony Orchestra Instagram : BrevardSymphony YouTube : Brevard Symphony Orchestra
22. (untitled) 10.
What hashtags do you currently use?
#YourBSO, #SpaceCoast, #nonprofit, #brevardcounty
23. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Hadassah Etienne
24. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
IRS_Determination_Letter.pdf
25. (untitled) 13.
Upload a copy of your organization's 990 form.
BSO_990_FYE2025_Public_Disclosure_Copy.pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
BSO_Sunbiz.pdf
28. (untitled) 15.
Upload your completed W-9 form.
BSO_W9.pdf
29. (untitled) 16.
Upload your completed Event Income/Expense report.
MSP_Income-Expense_2026.pdf
30. (untitled) 17.
Upload your completed Checklist.
MSP_Checklist_2026.pdf
31. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Hadassah Etienne
32. Thank You! New Send Email Jun 09, 2026 09:08:25 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Division of Corporations
Florida Department of State
Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name Florida Not For Profit Corporation BREVARD SYMPHONY ORCHESTRA, INC. Filing Information
Document Number
710274
FEI/EIN Number
59-1149727
Date Filed
01/28/1966
State
FL
Status
ACTIVE
Last Event
AMENDED AND RESTATEDARTICLES/NAME CHANGE
Event Date Filed
01/26/1998
Event Effective Date
NONE
Principal Address
780 S Apollo Blvd Suite 218 Melbourne, FL 32901 Changed: 01/29/2021 Mailing Address
780 S Apollo Blvd Ste 218 Melbourne, FL 32901 Changed: 04/13/2026 Registered Agent Name & Address
Brevard Symphony Orchestra, Inc. 780 S Apollo Blvd Suite 218 Melbourne, FL 32901 Name Changed: 01/25/2022 Address Changed: 01/29/2021 Officer/Director Detail
Name & Address Title Immediate Past Board Chair
Zies, Philip PO Box 361965 Melbourne, FL 32936-1965 Title Board Chair Forrer, Janet PO Box 361965 Melbourne, FL 32936-1965 Title Treasurer Proctor, Travis PO Box 361965 Melbourne, FL 32936-1965 Title Board Vice Chair Johnson, Nancy, Dr. PO Box 361965 Melbourne, FL 32936-1965 Title Board Vice Chair Caldwell, Debbie PO Box 361965 Melbourne, FL 32936-1965 Title Board Secretary Allen, Dorothy PO Box 361965 Melbourne, FL 32936-1965 Title Director Anderson, J. Patrick PO Box 361965 Melbourne, FL 32936-1965 Title Director Anderson, Roger PO Box 361965 Melbourne, FL 32936-1965 Title Orchestra Representative Apelgren, Christina PO Box 361965 Melbourne, FL 32936-1965
Title Director Blanchard, Geraldine PO Box 361965 Melbourne, FL 32936-1965 Title Director Brush, Ann-Marie PO Box 361965 Melbourne, FL 32936-1965 Title Director Clayborne, Yvonne PO Box 361965 Melbourne, FL 32936-1965 Title Director Fanelli, Alfredo, Dr. PO Box 361965 Melbourne, FL 32936-1965 Title Director Hart, Lauri PO Box 361965 Melbourne, FL 32936-1965 Title Director Hughes, Tess PO Box 361965 Melbourne, FL 32936-1965 Title Director Jobson, Joanna PO Box 361965 Melbourne, FL 32936-1965 Title Director Kitchel, Marilyn PO Box 361965 Melbourne, FL 32936-1965 Title Orchestra Representative
Korczynski, Sasha PO Box 361965 Melbourne, FL 32936-1965 Title Director Lamb, Robert, Dr. PO Box 361965 Melbourne, FL 32936-1965 Title Director McAlpine, Christopher PO Box 361965 Melbourne, FL 32936-1965 Title Director Nash, Charles PO Box 361965 Melbourne, FL 32936-1965 Title Director Normile, Hugh PO Box 361965 Melbourne, FL 32936-1965 Title Director Ramirez, Alexies, Dr. PO Box 361965 Melbourne, FL 32936-1965 Title Director McApline, Lisa PO Box 361965 Melbourne, FL 32936-1965 Title Director Wieseler, Jason, Dr. PO Box 361965 Melbourne, FL 32936-1965 Title Director Carey, Jason PO Box 361965 Melbourne, FL 32936-1965
Title Director LeGros, Brian PO Box 361965 Melbourne, FL 32936-1965 Title Director Strickhausen, Laura PO Box 361965 Melbourne, FL 32936-1965 Title Director Taylor, Heather PO Box 361965 Melbourne, FL 32936-1965 Title CEO Etienne, Hadassah PO Box 361965 Melbourne, FL 32936-1965 Title Director Turinetti, James 780 S Apollo Blvd Ste 218 Melbourne, FL 32901 Annual Reports
Report Year
Filed Date
2024
04/01/2024
2025
05/21/2025
2026
04/13/2026
Document Images 04/13/2026 -- ANNUAL REPORT
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05/21/2025 -- ANNUAL REPORT
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04/01/2024 -- ANNUAL REPORT
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04/06/2023 -- ANNUAL REPORT
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01/25/2022 -- ANNUAL REPORT
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01/29/2021 -- ANNUAL REPORT
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06/04/2020 -- ANNUAL REPORT
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03/26/2019 -- ANNUAL REPORT
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02/27/2018 -- ANNUAL REPORT
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03/17/2017 -- ANNUAL REPORT
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03/07/2016 -- ANNUAL REPORT
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03/03/2015 -- ANNUAL REPORT
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03/05/2014 -- ANNUAL REPORT
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04/18/2013 -- ANNUAL REPORT
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04/04/2012 -- ANNUAL REPORT
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03/18/2011 -- ANNUAL REPORT
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04/15/2010 -- ANNUAL REPORT
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04/21/2009 -- ANNUAL REPORT
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04/30/2008 -- ANNUAL REPORT
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05/01/2007 -- ANNUAL REPORT
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04/14/2006 -- ANNUAL REPORT
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04/19/2001 -- ANNUAL REPORT
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04/26/1999 -- ANNUAL REPORT
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04/30/1998 -- ANNUAL REPORT
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01/26/1998 -- Amended/Restated Article/NC
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05/20/1997 -- ANNUAL REPORT
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03/25/1996 -- ANNUAL REPORT
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04/28/1995 -- ANNUAL REPORT
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Florida Department of State, Division of Corporations
** PUBLIC DISCLOSURE COPY **
Form
990
Department of the Treasury Internal Revenue Service
Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public. Go to www.irs.gov/Form990 for instructions and the latest information.
A For the 2024 calendar year, or tax year beginning
JUL 1, 2024
and ending
C Name of organization
B Check if
applicable: Address change Name change Initial return Final return/ terminated Amended return Application pending
OMB No. 1545-0047
JUN 30, 2025
2024
Open to Public Inspection
D Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC.
59-1149727
Doing business as Number and street (or P.O. box if mail is not delivered to street address)
P.O. BOX 361965
Room/suite E Telephone number
City or town, state or province, country, and ZIP or foreign postal code
G
Expenses
Revenue
Activities & Governance
32936 H(a) Is this a group return for subordinates? ~~ F Name and address of principal officer: HADASSAH A. ETIENNE Yes X No SAME AS C ABOVE H(b) Are all subordinates included? Yes No ) If "No," attach a list. See instructions 501(c) ( (insert no.) 4947(a)(1) or 527 I Tax-exempt status: X 501(c)(3) WWW.BREVARDSYMPHONY.COM H(c) Group exemption number J Website: Trust Association Other K Form of organization: X Corporation L Year of formation: 1966 M State of legal domicile: FL Part I Summary 1 Briefly describe the organization's mission or most significant activities: THE BREVARD SYMPHONY ORCHESTRA BRINGS THE JOY OF LIVE CLASSICAL MUSIC TO RESIDENTS OF BREVARD
Net Assets or Fund Balances
MELBOURNE, FL
321-242-2024 1,093,775.
Gross receipts $
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
if the organization discontinued its operations or disposed of more than 25% of its net assets. ~~~~~~~~~~~~~~~~~~~~
3
4
Number of independent voting members of the governing body (Part VI, line 1b) ~~~~~~~~~~~~~~
4
5
Total number of individuals employed in calendar year 2024 (Part V, line 2a) ~~~~~~~~~~~~~~~~
5
6
Total number of volunteers (estimate if necessary) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
6
7 a Total unrelated business revenue from Part VIII, column (C), line 12 ~~~~~~~~~~~~~~~~~~~~ b Net unrelated business taxable income from Form 990-T, Part I, line 11 Prior Year
7a
8
Contributions and grants (Part VIII, line 1h)
9
Program service revenue (Part VIII, line 2g)
~~~~~~~~~~~~~~~~~~~~~
10
~~~~~~~~~~~~~~~~~~~~~ Investment income (Part VIII, column (A), lines 3, 4, and 7d) ~~~~~~~~~~~~~
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ~~~~~~~~
12
Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)
13
Grants and similar amounts paid (Part IX, column (A), lines 1-3)
14
Benefits paid to or for members (Part IX, column (A), line 4)
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ~~~
~~~~~~~~~~~
~~~~~~~~~~~~~
16a Professional fundraising fees (Part IX, column (A), line 11e) ~~~~~~~~~~~~~~
0. b Total fundraising expenses (Part IX, column (D), line 25) 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) ~~~~~~~~~~~~~ 18
Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) ~~~~~~~
19
Revenue less expenses. Subtract line 18 from line 12 Total assets (Part X, line 16)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
21
Total liabilities (Part X, line 26)
~~~~~~~~~~~~~~~~~~~~~~~~~~~
22
Net assets or fund balances. Subtract line 21 from line 20
Current Year
541,116. 480,826. 94,499. 66,566. 1,183,007. 0. 0. 267,178. 0.
488,403. 446,757. 70,904. 71,584. 1,077,648. 0. 0. 279,848. 0.
856,110. 1,123,288. 59,719.
940,097. 1,219,945. -142,297.
Beginning of Current Year
20
Part II
7b
28 28 7 228 0. 0.
2,557,449. 275,031. 2,282,418.
End of Year
2,791,797. 252,960. 2,538,837.
Signature Block
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 officer) is based on all information of which preparer has any knowledge. Sign Here
Signature of officer
Date
HADASSAH A. ETIENNE, EXECUTIVE DIRECTOR Type or print name and title Preparer's name
Preparer's signature
Date
Check if
PTIN
ROMAN G CARRAWAY, CPA ROMAN G CARRAWAY, CP 05/15/26 self-employed P00448173 CRI ADVISORS, LLC Preparer Firm's name Firm's EIN 99-4625061 Use Only Firm's address 7506 LYNX WAY, SUITE 201 MELBOURNE, FL 32940 Phone no. 321-255-0088 X Yes May the IRS discuss this return with the preparer shown above? See instructions No 432001 12-10-24 LHA For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2024) SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT CONTINUATION Paid
BREVARD SYMPHONY ORCHESTRA, INC. Part III Statement of Program Service Accomplishments
59-1149727
Form 990 (2024)
Page 2
Check if Schedule O contains a response or note to any line in this Part III 1
2
Briefly describe the organization's mission:
TO BRING THE HOY OF LIVE ORCHESTRAL MUSIC TO THE RESIDENTS OF BREVARD COUNTY AND BEYOND.
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Yes
X No
Yes
X No
If "Yes," describe these new services on Schedule O. 3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ~~~~~~ If "Yes," describe these changes on Schedule O.
4
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
861,304. including grants of $ 448,485. ) (Code: ) (Expenses $ ) (Revenue $ THE BSO ENJOYS PERFORMING A VARIETY OF CONCERTS IN MANY VENUES EACH SEASON. AT ITS HOME VENUE, THE KING CENTER FOR THE PERFORMING ARTS, THE BSO PRESENTS ITS FIVE-CONCERT SIGNATURE SERIES, THREE-CONCERT POPS SERIES, THREE MATINEE CONCERTS, ANNUAL 5TH GRADE CONCERTS, AND OTHER EVENTS. FREE CONCERTS FOR THE COMMUNITY ARE PRESENTED TWICE A YEAR THE INDEPENDENCE DAY CONCERT ON JULY 4 AT COCOA RIVERFRONT PARK AND THE FAMILY CONCERT IN FEBRUARY AT THE KING CENTER. THE BSO HAS A STRONG PRESENCE IN INDIAN RIVER COUNTY, APPEARING THREE TIMES A YEAR ON THE INDIAN RIVER SYMPHONIC ASSOCIATION SERIES AND PERFORMING ITS ANNUAL 5TH GRADE CONCERT FOR INDIAN RIVER COUNTY STUDENTS, PERFORMING FOR THE VERO BEACH OPERA'S MAINSTAGE PRODUCTION, AND FOR THE INDIAN RIVER MEDICAL CENTER FOUNDATION'S ANNUAL MAY POPS.
4b
(Code:
) (Expenses $
including grants of $
) (Revenue $
)
4c
(Code:
) (Expenses $
including grants of $
) (Revenue $
)
4d
Other program services (Describe on Schedule O.) (Expenses $
4e
including grants of $
Total program service expenses
432002 12-10-24
13150515 794202 72-02006.000
861,304.
) (Revenue $
) Form 990 (2024)
2 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. Part IV Checklist of Required Schedules
Form 990 (2024)
59-1149727
Page 3 Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1
2
Is the organization required to complete Schedule B, Schedule of Contributors ? See instructions ~~~~~~~~~~~~~~
2
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
3
X
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4
X
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III ~~~~~~~~~~~~~~~~~~~
5
X
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I
6
X
7
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II ~~~~~~~~~~~~~~
7
X
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete 8
X
amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9
X
Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi-endowments? If "Yes," complete Schedule D, Part V ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
10
X
as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
11a
X
b Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII ~~~~~~~~~~~~~~~~~~~~~~~~~
11b
X
c Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII ~~~~~~~~~~~~~~~~~~~~~~~~~
11c
X
11d
4 5 6
Schedule D, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
X X
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for
9
10
If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X,
11
d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X ~~~~~~
11e
X X
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X ~~~~
11f
X
12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
12a
X
f
b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional ~~~~~ 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ~~~~~~~~~~~~~~
14a
X X X
investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
14b
X
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts II and IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
15
X
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV ~~~~~~~~~~~~~~~~~~~~~~~~~~
16
X
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions ~~~~~~~~~~~~~~~~~~~~
17
X
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes,"
14a Did the organization maintain an office, employees, or agents outside of the United States? ~~~~~~~~~~~~~~~~ b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
15 16 17
complete Schedule G, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H ~~~~~~~~~~~~~~~~~ b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ~~~~~~~~~~ 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II ~~~~~~~~~~~~~~ 432003 12-10-24
13150515 794202 72-02006.000
12b 13
19 20a
X X X
20b
X 21 990 Form (2024)
3 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. Part IV Checklist of Required Schedules (continued)
Form 990 (2024)
59-1149727
Page 4 Yes
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III ~~~~~~~~~~~~~~~~~~~~~~~~~~
No
22
X
Schedule J ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
23
X
24 a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No," go to line 25a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
24a
X
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? ~~~~~~~~~~~ c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
24b
any tax-exempt bonds? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
24c
d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? ~~~~~~~~~~~ 25 a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ~~~~~~~~~~~~~~~~
24d
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 26
25b
X
26
X
27
X
28a
X X
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If "Yes," complete Schedule L, Part III ~~~
28
X
Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II ~~~~~~~~~~~~~
27
25a
Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV ~~~~~~~~~~~~~~~ c A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28b
29
Did the organization receive more than $25,000 in noncash contributions? If "Yes," complete Schedule M ~~~~~~~~~
29
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
30
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I ~~~~~~
31
X X
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32
X
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ~~~~~~~~~~~~~~~~~~~~~~~~
33
X
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
34
~~~~~~~~~~~~~~~~~~ 35 a Did the organization have a controlled entity within the meaning of section 512(b)(13)? b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ~~~~~~~~~~~~~~~~~~~
35a
X X
35b
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36
X
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI ~~~~~~~~
37
X
36 37 38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note: All Form 990 filers are required to complete Schedule O
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V
114 0
(gambling) winnings to prize winners?
13150515 794202 72-02006.000
38
X
1a Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~ 1a b Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable ~~~~~~~~~~ 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming 432004 12-10-24
X X
28c
Yes
No
X 1c 990 Form (2024)
4 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. Statements Regarding Other IRS Filings and Tax Compliance (continued)
59-1149727
Form 990 (2024)
Part V
Page 5 Yes
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return ~~~~~~~~~~
7 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? ~~~~~~~~~~ 3a Did the organization have unrelated business gross income of $1,000 or more during the year? ~~~~~~~~~~~~~~ b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation on Schedule O ~~~~~~~~~~ 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ~~~~~~~
2b 3a
X
No
X
3b 4a
X
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ~~~~~~~~~~~~ b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? ~~~~~~~~~
5a
X X
c If "Yes" to line 5a or 5b, did the organization file Form 8886-T? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
5c
b If "Yes," enter the name of the foreign country See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
any contributions that were not tax deductible as charitable contributions?
7
~~~~~~~~~~~~~~~~~~~~~~~~
6a
b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
6b
Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? b If "Yes," did the organization notify the donor of the value of the goods or services provided? ~~~~~~~~~~~~~~~
7b
X
d If "Yes," indicate the number of Forms 8282 filed during the year ~~~~~~~~~~~~~~~~ 7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
~~~~~~~
7e
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ~~~~~~~~~ g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ~ h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
X X
7g
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ~~~~~~~~~~~~~~~~~~~
9
Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? ~~~~~~~~~~~~~~~~~~~ b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? ~~~~~~~~~~~~~ Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 ~~~~~~~~~~~~~~~ b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities ~~~~~~ Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders ~~~~~~~~~~~~~~~~~~~~~~~~~~ b Gross income from other sources. (Do not net amounts due or paid to other sources against
7f 7h 8 9a 9b
10a 10b 11a
amounts due or received from them.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? b If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12b 13
X
7c
8
11
7a
X
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
f
10
5b
12a
Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? ~~~~~~~~~~~~~~~~~~~~~ Note: See the instructions for additional information the organization must report on Schedule O.
13a
b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ~~~~~~~~~~~~~~~~~~~~~~
13b c Enter the amount of reserves on hand ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? ~~~~~~~~~~~~~~~~ b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation on Schedule O ~~~~~~~~~ 15
14a 14b
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or 15
X
~~~~~~
16
X
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952 or 4953? ~~~~~~~~~~~~~~~~~~~
17
excess parachute payment(s) during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," see the instructions and file Form 4720, Schedule N. 16
X
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If "Yes," complete Form 4720, Schedule O.
17
If "Yes," complete Form 6069. 432005 12-10-24
13150515 794202 72-02006.000
Form 990 (2024) 5 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. 59-1149727 Page 6 Part VI Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response
Form 990 (2024)
to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI
X
Section A. Governing Body and Management 1a Enter the number of voting members of the governing body at the end of the tax year ~~~~~~ If there are material differences in voting rights among members of the governing body, or if the governing
Yes
28
1a
body delegated broad authority to an executive committee or similar committee, explain on Schedule O. 1b b Enter the number of voting members included on line 1a, above, who are independent ~~~~~~ 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
No
28 X
officer, director, trustee, or key employee?
2
3
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization delegate control over management duties customarily performed by or under the direct supervision
3
4
of officers, directors, trustees, or key employees to a management company or other person? ~~~~~~~~~~~~~~~ Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ~~~~~
5
Did the organization become aware during the year of a significant diversion of the organization's assets?
~~~~~~~~~
5
Did the organization have members or stockholders? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
6
X X X X
7a
X
b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7b
X
6
8
9
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Each committee with authority to act on behalf of the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~ Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses on Schedule O
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
4
8a 8b
X X X
9 Yes
10a Did the organization have local chapters, branches, or affiliates? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates,
10a
and branches to ensure their operations are consistent with the organization's exempt purposes? ~~~~~~~~~~~~~ 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe on Schedule O the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If "No," go to line 13 ~~~~~~~~~~~~~~~~~~~~~
10b
b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ~~~~~~ c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
12b
13
Did the organization have a written whistleblower policy? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
13
14
Did the organization have a written document retention and destruction policy? ~~~~~~~~~~~~~~~~~~~~~~
14
15
Did the process for determining compensation of the following persons include a review and approval by independent
X X
12c
persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official ~~~~~~~~~~~~~~~~~~~~~~~~~~ b Other officers or key employees of the organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
X X
11a 12a
No
X X X
15b
X X
16a
X
15a
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions. 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements?
Section C. Disclosure
16b
FL
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own website
19
Another's website
X Upon request
Other (explain on Schedule O)
Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records
HADASSAH A. ETIENNE - 321-345-5052 PO BOX 361965, MELBOURNE, FL 32936
432006 12-10-24
13150515 794202 72-02006.000
Form 990 (2024) 6 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. 59-1149727 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Form 990 (2024)
Check if Schedule O contains a response or note to any line in this Part VII
Page 7
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. ¥ List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. ¥ List all of the organization's current key employees, if any. See the instructions for definition of "key employee." ¥ List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. ¥ List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. ¥ List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(1) HADASSAH A ETIENNE EXECUTIVE DIRECTOR (2) CHRISTINA APELGREN DIRECTOR (3) PHILIP ZIES IMM PAST CHAIR (4) DEBBIE CALDWELL VICE CHAIR (5) DR. NANCY J JOHNSON VICE CHAIR (6) TRAVIS PROCTOR TREASURER (7) DOROTHY ALLEN SECRETARY (8) DR. JASON WIESELER DIRECTOR (9) GERALDINE BLANCHARD DIRECTOR (10) ANN-MARIE BRUSH DIRECTOR (11) YVONNE CLAYBORNE DIRECTOR (12) DR. ALFREDO FANELLI DIRECTOR (13) JANET FORRER CHAIR (14) LAURI HART DIRECTOR (15) TESS HUGHES GUILD REP (16) JOANNA JOBSON DIRECTOR (17) DARCIA JONES FRANCEY DIRECTOR 432007 12-10-24
13150515 794202 72-02006.000
40.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00
X X
(D) Reportable compensation from the organization (W-2/1099-MISC/ 1099-NEC)
(E) Reportable compensation from related organizations (W-2/1099-MISC/ 1099-NEC)
Former
Highest compensated employee
Key employee
Officer
Institutional trustee
(B) (C) Position Average (do not check more than one box, unless person is both an hours per officer and a director/trustee) week (list any hours for related organizations below line) Individual trustee or director
(A) Name and title
(F) Estimated amount of other compensation from the organization and related organizations
37,943.
0.
0.
6,722.
0.
0.
X
X
0.
0.
0.
X
X
0.
0.
0.
X
X
0.
0.
0.
X
X
0.
0.
0.
X
X
0.
0.
0.
X
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0. 990 Form (2024)
7 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. 59-1149727 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
Page 8
Form 990 (2024)
(18) MARILYN KITCHEL DIRECTOR (19) SASHA KORCZYNSKI MUSICIAN (20) DR. ROBERT LAMB DIRECTOR (21) CHRISTOPHER MCALPINE DIRECTOR (22) LISA MCALPINE BSYO REP (23) CHARLES NASH DIRECTOR (24) HUGH NORMILE DIRECTOR (25) JASON CAREY DIRECTOR (26) CAROL REEVE DIRECTOR
3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00
(D) Reportable compensation from the organization (W-2/1099-MISC/ 1099-NEC)
(F) Estimated amount of other compensation from the organization and related organizations
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0. 44,665. 0. 44,665.
0. 0. 0. 0.
0. 0. 0. 0.
1b Subtotal ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Total from continuation sheets to Part VII, Section A ~~~~~~~~~~~ 2
(E) Reportable compensation from related organizations (W-2/1099-MISC/ 1099-NEC)
Former
Highest compensated employee
Officer
Key employee
3.00
Institutional trustee
(B) (C) Position Average (do not check more than one hours per box, unless person is both an officer and a director/trustee) week (list any hours for related organizations below line) Individual trustee or director
(A) Name and title
d Total (add lines 1b and 1c) ~ Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
0
compensation from the organization Yes 3 4
Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
3
X
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual ~~~~~~~~~~~~~
4
X
5
X
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person Section B. Independent Contractors 1
No
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) Name and business address
2
NONE
(B) Description of services
(C) Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than
0 SEE PART VII, SECTION A CONTINUATION SHEETS
$100,000 of compensation from the organization 432008 12-10-24
13150515 794202 72-02006.000
Form 990 (2024)
8 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC.
Form 990
59-1149727
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
Total to Part VII, Section A, line 1c
3.00 3.00
(D) Reportable compensation from the organization (W-2/1099-MISC)
(E) Reportable compensation from related organizations (W-2/1099-MISC)
(F) Estimated amount of other compensation from the organization and related organizations
Former
Highest compensated employee
3.00
Key employee
(27) PATRICK ANDERSON DIRECTOR (28) ROGER ANDERSON CHAIR ELECT (29) DR. ALEXIES RAMIREZ DIRECTOR
(C) Position (check all that apply)
Officer
(B) Average hours per week (list any hours for related organizations below line)
Institutional trustee
(A) Name and title
Individual trustee or director
Part VII Section A.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
432201 04-01-24
13150515 794202 72-02006.000
9 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. Statement of Revenue
59-1149727
Form 990 (2024)
Part VIII
Page 9
Program Service Revenue
Contributions, Gifts, Grants and Other Similar Amounts
Check if Schedule O contains a response or note to any line in this Part VIII (A) (B) (C) (D) Revenue excluded Related or exempt Unrelated Total revenue function revenue business revenue from tax under sections 512 - 514 1 a Federated campaigns ~~~~~ b Membership dues ~~~~~~~
1a
c Fundraising events ~~~~~~~ d Related organizations ~~~~~
1c
similar amounts not included above ~
1f
1b
1d e Government grants (contributions) 1e f All other contributions, gifts, grants, and g
84,598. 403,805.
1g $
Noncash contributions included in lines 1a-1f
h Total. Add lines 1a-1f
PERFORMANCE INCOME SELF FUNDED INCOME EVE c CONCERT CLUB
2 a b
Business Code
711190 711190 711190
488,403. 274,358. 171,679. 720.
274,358. 171,679. 720.
d e f
All other program service revenue ~~~~~
g Total. Add lines 2a-2f Investment income (including dividends, interest, and 3 other similar amounts) ~~~~~~~~~~~~~~~~~~ 4
Income from investment of tax-exempt bond proceeds
5
Royalties (i) Real (ii) Personal
6 a Gross rents ~~~~~ b Less: rental expenses ~
6a
assets other than inventory
7a
446,757. 70,904.
70,904.
69,856.
69,856.
6b c Rental income or (loss) 6c d Net rental income or (loss) (i) Securities (ii) Other 7 a Gross amount from sales of
Other Revenue
b Less: cost or other basis and sales expenses ~~~
7b c Gain or (loss) ~~~~~ 7c d Net gain or (loss) 8 a Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ~~~~~~~~~~~~
85,983. 8b 16,127. 8a
b Less: direct expenses ~~~~~~~~ c Net income or (loss) from fundraising events
9 a Gross income from gaming activities. See Part IV, line 19 ~~~~~~~~~~~~ 9a b Less: direct expenses ~~~~~~~~ 9b c Net income or (loss) from gaming activities 10 a Gross sales of inventory, less returns and allowances ~~~~~~~~~~~~ 10a
Miscellaneous Revenue
b Less: cost of goods sold ~~~~~~~ 10b c Net income or (loss) from sales of inventory 11 a CREDIT CARD & PROCESSI
12
Business Code
900099
1,728.
1,728.
1,728. 1,077,648. Total revenue. See instructions
448,485.
b c d All other revenue ~~~~~~~~~~~~~ e Total. Add lines 11a-11d
432009 12-10-24
13150515 794202 72-02006.000
0. 140,760. Form 990 (2024)
10 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. Part IX Statement of Functional Expenses
Form 990 (2024)
59-1149727
Page 10
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX (A) (B) (C) (D) Do not include amounts reported on lines 6b, Total expenses Program service Management and Fundraising 7b, 8b, 9b, and 10b of Part VIII. expenses general expenses expenses 1
Grants and other assistance to domestic organizations
2
Grants and other assistance to domestic
and domestic governments. See Part IV, line 21
X
~
individuals. See Part IV, line 22 ~~~~~~~ Grants and other assistance to foreign
3
organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ~~~ 4
Benefits paid to or for members ~~~~~~~
5
Compensation of current officers, directors, trustees, and key employees ~~~~~~~~
52,943.
52,943.
205,486.
205,486.
21,419.
21,419.
Compensation not included above to disqualified
6
persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
~~~
7
Other salaries and wages ~~~~~~~~~~
8
Pension plan accruals and contributions (include
9
Other employee benefits ~~~~~~~~~~
10
Payroll taxes ~~~~~~~~~~~~~~~~
section 401(k) and 403(b) employer contributions)
Fees for services (nonemployees):
11
a Management ~~~~~~~~~~~~~~~~ b Legal ~~~~~~~~~~~~~~~~~~~~ c Accounting ~~~~~~~~~~~~~~~~~ d Lobbying ~~~~~~~~~~~~~~~~~~ e Professional fundraising services. See Part IV, line 17 f Investment management fees ~~~~~~~~ g Other. (If line 11g amount exceeds 10% of line 25, column (A), amount, list line 11g expenses on Sch O.) 12
Advertising and promotion ~~~~~~~~~
13
Office expenses ~~~~~~~~~~~~~~~
14
Information technology ~~~~~~~~~~~
15
Royalties ~~~~~~~~~~~~~~~~~~
16
Occupancy ~~~~~~~~~~~~~~~~~ Travel ~~~~~~~~~~~~~~~~~~~
17 18
Payments of travel or entertainment expenses for any federal, state, or local public officials ~
19
Conferences, conventions, and meetings ~~
20
Interest
21
Payments to affiliates ~~~~~~~~~~~~
22
Depreciation, depletion, and amortization ~~
23
Insurance
24
Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule O.)
~~~~~~~~~~~~~~~~~
CONCERT/PERFORMANCE b SECURITY c MERCHANT DISCOUNT SERVI d CROWN CLUB e All other expenses 26
388,621. 47,269. 10,841.
52,588. 65,797.
38,916. 65,797.
29,312. 12,180. 13,672.
~~~~~~~~~~~~~~~~~~
a
25
388,621. 47,269. 40,153. 12,180.
Total functional expenses. Add lines 1 through 24e Joint costs. Complete this line only if the organization
75. 4,899.
259,723. 23,550. 11,906. 11,615. 21,721. 1,219,945.
75. 4,899.
259,723. 23,550. 595. 11,615. 14,377. 861,304.
11,311. 7,344. 358,641.
0.
reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720) 432010 12-10-24
13150515 794202 72-02006.000
Form 990 (2024) 11 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Form 990 (2024)
Part X
BREVARD SYMPHONY ORCHESTRA, INC.
59-1149727
Balance Sheet
Page 11
Check if Schedule O contains a response or note to any line in this Part X (A) Beginning of year
166,692.
(B) End of year
1
Cash - non-interest-bearing ~~~~~~~~~~~~~~~~~~~~~~~~~
2
Savings and temporary cash investments ~~~~~~~~~~~~~~~~~~
2
3
Pledges and grants receivable, net ~~~~~~~~~~~~~~~~~~~~~
3
4
Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~
4
5
Loans and other receivables from any current or former officer, director,
1
177,087.
trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons 6
~~~~~~~~~
Assets
under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)
~~
6
7
Notes and loans receivable, net ~~~~~~~~~~~~~~~~~~~~~~~
7
8
Inventories for sale or use ~~~~~~~~~~~~~~~~~~~~~~~~~~
9
Prepaid expenses and deferred charges
0.
b Less: accumulated depreciation ~~~~~~ 10b 11 Investments - publicly traded securities ~~~~~~~~~~~~~~~~~~~
10,405. 10c 2,369,821. 11
10,972. 2,603,349.
12
Investments - other securities. See Part IV, line 11 ~~~~~~~~~~~~~~
12
13
Investments - program-related. See Part IV, line 11
13
14
Intangible assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
15
Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~
16 17
Total assets. Add lines 1 through 15 (must equal line 33) Accounts payable and accrued expenses ~~~~~~~~~~~~~~~~~~
18
Grants payable ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
19
Deferred revenue ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
195,619. 19
20
Tax-exempt bond liabilities ~~~~~~~~~~~~~~~~~~~~~~~~~
20
21
Escrow or custodial account liability. Complete Part IV of Schedule D ~~~~ Loans and other payables to any current or former officer, director,
21
22
74,776. 63,804.
10a
~~~~~~~~~~~~~
10,142.
8 9
~~~~~~~~~~~~~~~~~~
10 a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D ~~~
Liabilities
5
Loans and other receivables from other disqualified persons (as defined
14
389. 15 2,557,449. 16 79,412. 17 18
389. 2,791,797. 14,739. 238,221.
trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons
~~~~~~~~~
22
23
Secured mortgages and notes payable to unrelated third parties
~~~~~~
23
24
Unsecured notes and loans payable to unrelated third parties ~~~~~~~~
24
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Net Assets or Fund Balances
26
Total liabilities. Add lines 17 through 25 Organizations that follow FASB ASC 958, check here
X
27
and complete lines 27, 28, 32, and 33. Net assets without donor restrictions ~~~~~~~~~~~~~~~~~~~~
28
Net assets with donor restrictions ~~~~~~~~~~~~~~~~~~~~~~
25
275,031. 26
252,960.
1,482,418. 27 800,000. 28
1,918,837. 620,000.
Organizations that do not follow FASB ASC 958, check here 29
and complete lines 29 through 33. Capital stock or trust principal, or current funds ~~~~~~~~~~~~~~~
29
30
Paid-in or capital surplus, or land, building, or equipment fund ~~~~~~~~
30
31
Retained earnings, endowment, accumulated income, or other funds
32
Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~
33
Total liabilities and net assets/fund balances
432011 12-10-24
13150515 794202 72-02006.000
~~~~
31
2,282,418. 32 2,557,449. 33
2,538,837. 2,791,797. Form 990 (2024)
12 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. Part XI Reconciliation of Net Assets
Form 990 (2024)
59-1149727
Page 12
Check if Schedule O contains a response or note to any line in this Part XI
1,077,648. 1,219,945. -142,297. 2,282,418. 398,699.
1
Total revenue (must equal Part VIII, column (A), line 12) ~~~~~~~~~~~~~~~~~~~~~~~~~~
1
2
Total expenses (must equal Part IX, column (A), line 25) ~~~~~~~~~~~~~~~~~~~~~~~~~~
2
3
Revenue less expenses. Subtract line 2 from line 1
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
3
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ~~~~~~~~~~
4
5
Net unrealized gains (losses) on investments
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5
6
Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
6
7
Investment expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7
8
Prior period adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
8
9
Other changes in net assets or fund balances (explain on Schedule O)
9
17. 0.
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, 10
2,538,837.
~~~~~~~~~~~~~~~~~~
column (B))
Part XII Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII 1
Accounting method used to prepare the Form 990:
Cash
X Accrual
Yes
No
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule O. 2 a Were the organization's financial statements compiled or reviewed by an independent accountant? ~~~~~~~~~~~~ If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
2a
X
2b
X
separate basis, consolidated basis, or both: Separate basis
Consolidated basis
Both consolidated and separate basis
b Were the organization's financial statements audited by an independent accountant? ~~~~~~~~~~~~~~~~~~~ If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis
Consolidated basis
Both consolidated and separate basis
c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? ~~~~~~~~~~~~~~~
2c
If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O. 3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits
432012 12-10-24
13150515 794202 72-02006.000
3a
X
3b Form 990 (2024)
13 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
SCHEDULE A (Form 990) Department of the Treasury Internal Revenue Service
Name of the organization
Part I
OMB No. 1545-0047
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
2024
Open to Public Inspection Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC. Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
59-1149727
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name,
4
city, and state: An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
5
section 170(b)(1)(A)(iv). (Complete Part II.) 6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
8
section 170(b)(1)(A)(vi). (Complete Part II.) A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or
10
X
university: An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975.
11
See section 509(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) . See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f Enter the number of supported organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ g Provide the following information about the supported organization(s). (i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1-10 above (see instructions))
(iv) Is the organization listed in your governing document?
Yes
Total LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
No
(v) Amount of monetary support (see instructions)
432021 01-14-25
(vi) Amount of other support (see instructions)
Schedule A (Form 990) 2024
BREVARD SYMPHONY ORCHESTRA, INC. 59-1149727 Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Schedule A (Form 990) 2024
Part II
Page 2
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ~~
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ~~~~ 3 The value of services or facilities furnished by a governmental unit to the organization without charge ~ 4 Total. Add lines 1 through 3 ~~~ 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ~~~~~~~~~~~~ 6 Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year (or fiscal year beginning in) 7 Amounts from line 4 ~~~~~~~ 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources ~ 9 Net income from unrelated business activities, whether or not the business is regularly carried on
~
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ~~~~ 11 Total support. Add lines 7 through 10 12 Gross receipts from related activities, etc. (see instructions)
~~~~~~~~~~~~~~~~~~~~~~~
12
13 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here
Section C. Computation of Public Support Percentage
14 Public support percentage for 2024 (line 6, column (f), divided by line 11, column (f)) ~~~~~~~~~~~ 15 Public support percentage from 2023 Schedule A, Part II, line 14 ~~~~~~~~~~~~~~~~~~~~~
14
%
15
%
16a 33 1/3% support test - 2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b 33 1/3% support test - 2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 17a 10% -facts-and-circumstances test - 2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization
~~~~~~~~~~~~~~~~~
b 10% -facts-and-circumstances test - 2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization
~~~~~~~~~~~
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions Schedule A (Form 990) 2024
432022 01-14-25
13150515 794202 72-02006.000
15 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. Part III Support Schedule for Organizations Described in Section 509(a)(2)
59-1149727 Page 3
Schedule A (Form 990) 2024
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support (a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ~~
270,516. 525,051. 328,344. 541,116. 488,403. 2153430.
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
329,728. 503,178. 465,070. 480,826. 448,485. 2227287.
3 Gross receipts from activities that are not an unrelated trade or business under section 513 ~~~~~
79,842.
73,765.
85,983. 239,590.
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ~~~~ 5 The value of services or facilities furnished by a governmental unit to the organization without charge ~ 6 Total. Add lines 1 through 5 ~~~ 7 a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received
600,244. 1028229. 873,256. 1095707. 1022871. 4620307. 0.
from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year ~~~~~~
0. 0. 4620307.
c Add lines 7a and 7b ~~~~~~~ 8 Public support. (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in) 9 Amounts from line 6 ~~~~~~~ 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources ~
(a) 2020
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 ~~~~ c Add lines 10a and 10b ~~~~~~ 11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on ~~~~~~~ 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ~~~~ 13 Total support. (Add lines 9, 10c, 11, and 12.)
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
38,341.
40,870.
53,024.
70,904. 203,139.
38,341.
40,870.
53,024.
70,904. 203,139.
600,244. 1028229. 873,256. 1095707. 1022871. 4620307.
600,244. 1066570. 914,126. 1148731. 1093775. 4823446.
14 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here
Section C. Computation of Public Support Percentage
15 Public support percentage for 2024 (line 8, column (f), divided by line 13, column (f)) ~~~~~~~~~~~ 16 Public support percentage from 2023 Schedule A, Part III, line 15
15
17 Investment income percentage for 2024 (line 10c, column (f), divided by line 13, column (f)) ~~~~~~~~ 18 Investment income percentage from 2023 Schedule A, Part III, line 17 ~~~~~~~~~~~~~~~~~~
17
Section D. Computation of Investment Income Percentage
16
95.79 97.00
%
4.21 3.00
%
18 19 a 33 1/3% support tests - 2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
~~~~~~~~~~~~
%
%
X
b 33 1/3% support tests - 2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ~~~~~~ 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions 432023 01-14-25
13150515 794202 72-02006.000
Schedule A (Form 990) 2024
16 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. Supporting Organizations
Schedule A (Form 990) 2024
Part IV
59-1149727 Page 4
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations Yes 1
class or purpose, describe the designation. If historic and continuing relationship, explain. 2
No
Are all of the organization's supported organizations listed by name in the organization's governing documents? If "No," describe in Part VI how the supported organizations are designated. If designated by 1
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. 4a Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes," and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below. b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If "Yes," describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
3c 4a
4b
c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
5a Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? c Substitutions only. Was the substitution the result of an event beyond the organization's control? 6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to
5a 5b 5c
anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes," provide detail in 7
Part VI. Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor
6
(as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If "Yes," complete Part I of Schedule L (Form 990).
7
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If "Yes," complete Part I of Schedule L (Form 990).
8
9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If "Yes," provide detail in Part VI.
9a
b Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes," provide detail in Part VI.
9b
c Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes," provide detail in Part VI.
9c
8
10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes," answer line 10b below. b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) 432024 01-14-25
13150515 794202 72-02006.000
10a 10b Schedule A (Form 990) 2024
17 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. Supporting Organizations (continued)
Schedule A (Form 990) 2024
Part IV 11
59-1149727 Page 5
a A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization? b A family member of a person described on line 11a above? c A 35% controlled entity of a person described on line 11a or 11b above? If "Yes" to line 11a, 11b, or 11c, provide detail in Part VI.
Section B. Type I Supporting Organizations 1
Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, directors, or trustees at all times during the tax year? If "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.
Section C. Type II Supporting Organizations 1
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Has the organization accepted a gift or contribution from any of the following persons? 11a 11b 11c
1
2
Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If "No," describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
Section D. All Type III Supporting Organizations 1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided?
2
the organization maintained a close and continuous working relationship with the supported organization(s). 3
1
Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how 2
By reason of the relationship described on line 2, above, did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization's supported organizations played in this regard.
Section E. Type III Functionally Integrated Supporting Organizations 1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). The organization satisfied the Activities Test. Complete line 2 below. a The organization is the parent of each of its supported organizations. Complete line 3 below. b The organization supported a governmental entity. Describe in Part VI how you supported a governmental c entity (see instructions).
2
Activities Test. Answer lines 2a and 2b below. a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify
3
those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
b Did the activities described on line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. 3
2b
Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If "Yes" or "No," provide details in Part VI .
3a
b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
432025 01-14-25
13150515 794202 72-02006.000
18 Schedule A (Form 990) 2024 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Part V
BREVARD SYMPHONY ORCHESTRA, INC. Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 ( explain in Part VI ). See instructions.
Schedule A (Form 990) 2024
59-1149727 Page 6
All other Type III non-functionally integrated supporting organizations must complete Sections A through E. Section A - Adjusted Net Income 1
Net short-term capital gain
1
2
Recoveries of prior-year distributions
2
3
Other gross income (see instructions)
3
4
Add lines 1 through 3.
4
5
Depreciation and depletion
5
6
Portion of operating expenses paid or incurred for production or
(A) Prior Year
(B) Current Year (optional)
(A) Prior Year
(B) Current Year (optional)
collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)
6
7
Other expenses (see instructions)
7
8
Adjusted Net Income (subtract lines 5, 6, and 7 from line 4)
8
Section B - Minimum Asset Amount 1
Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities b Average monthly cash balances
1b
c Fair market value of other non-exempt-use assets d Total (add lines 1a, 1b, and 1c)
1d
1a 1c
e Discount claimed for blockage or other factors (explain in detail in Part VI ): 2
Acquisition indebtedness applicable to non-exempt-use assets
2
3
Subtract line 2 from line 1d.
3
4
Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).
4
5
Net value of non-exempt-use assets (subtract line 4 from line 3)
5
6
Multiply line 5 by 0.035.
6
7
Recoveries of prior-year distributions
7
8
Minimum Asset Amount (add line 7 to line 6)
8 Current Year
Section C - Distributable Amount 1
Adjusted net income for prior year (from Section A, line 8, column A)
1
2
Enter 0.85 of line 1.
2
3
Minimum asset amount for prior year (from Section B, line 8, column A)
3
4
Enter greater of line 2 or line 3.
4
5
Income tax imposed in prior year
5
6
Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions).
7
6 Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990) 2024
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19 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. 59-1149727 Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Schedule A (Form 990) 2024
Part V
Section D - Distributions 1 Amounts paid to supported organizations to accomplish exempt purposes
Page 7
Current Year 1
Amounts paid to perform activity that directly furthers exempt purposes of supported
2
organizations, in excess of income from activity
2
3
Administrative expenses paid to accomplish exempt purposes of supported organizations
3
4
Amounts paid to acquire exempt-use assets
4
5
Qualified set-aside amounts (prior IRS approval required - provide details in Part VI )
5
6
Other distributions (describe in Part VI ). See instructions.
6
7
7
8
Total annual distributions. Add lines 1 through 6. Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI ). See instructions.
9
Distributable amount for 2024 from Section C, line 6
9
10
Line 8 amount divided by line 9 amount
10 (i)
Section E - Distribution Allocations (see instructions) 1
Distributable amount for 2024 from Section C, line 6
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required - explain in Part VI ). See instructions.
Excess Distributions
8
(ii) Underdistributions Pre-2024
(iii) Distributable Amount for 2024
Excess distributions carryover, if any, to 2024
3
a From 2019 b From 2020 c From 2021 d From 2022 e From 2023 f Total of lines 3a through 3e g Applied to under distributions of prior years h Applied to 2024 distributable amount
4
i
Carryover from 2019 not applied (see instructions)
j
Remainder. Subtract lines 3g, 3h, and 3i from line 3f. Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years b Applied to 2024 distributable amount 5
c Remainder. Subtract lines 4a and 4b from line 4. Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions.
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI . See instructions.
7 8
Excess distributions carryover to 2025. Add lines 3j and 4c. Breakdown of line 7: a Excess from 2020 b Excess from 2021 c Excess from 2022 d Excess from 2023 e Excess from 2024 Schedule A (Form 990) 2024
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20 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. 59-1149727 Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12;
Schedule A (Form 990) 2024
Part VI
Page 8
Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
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Schedule A (Form 990) 2024
21 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
** PUBLIC DISCLOSURE COPY **
Schedule B (Form 990)
Schedule of Contributors
(Rev. December 2024)
OMB No. 1545-0047
Attach to Form 990, 990-EZ, or 990-PF. Go to www.irs.gov/Form990 for the latest information.
Department of the Treasury Internal Revenue Service
Name of the organization
Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC.
59-1149727
Organization type (check one): Filers of:
Section:
Form 990 or 990-EZ
X
501(c)(
3 ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF
501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule
X
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering "N/A" in column (b) instead of the contributor name and address), II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ~~~~~~~~~~~~~~~~~
$
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990). For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF.
LHA
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Schedule B (Form 990) (Rev. 12-2024)
Page 2
Schedule B (Form 990) (Rev. 12-2024) Name of organization
Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC.
Part I (a) No.
59-1149727
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4
(c) Total contributions
1 $
5,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
2 $
5,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
3 $
5,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
4 $
5,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
5 $
5,040.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
6 $
6,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) 423452 01-09-25
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Schedule B (Form 990) (Rev. 12-2024)
23 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Page 2
Schedule B (Form 990) (Rev. 12-2024) Name of organization
Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC.
Part I (a) No.
59-1149727
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4
(c) Total contributions
7 $
8,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
8 $
10,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
9 $
10,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
10 $
10,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
11 $
10,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
12 $
10,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) 423452 01-09-25
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Schedule B (Form 990) (Rev. 12-2024)
24 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Page 2
Schedule B (Form 990) (Rev. 12-2024) Name of organization
Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC.
Part I (a) No.
59-1149727
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4
(c) Total contributions
13 $
10,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
14 $
10,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
15 $
11,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
16 $
15,210.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
17 $
25,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
18 $
48,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) 423452 01-09-25
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Schedule B (Form 990) (Rev. 12-2024)
25 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Page 2
Schedule B (Form 990) (Rev. 12-2024) Name of organization
Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC.
Part I (a) No.
59-1149727
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4
(c) Total contributions
19 $
54,450.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
20 $
211,000.
(d) Type of contribution Person Payroll Noncash
X
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution Person Payroll Noncash
$
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution Person Payroll Noncash
$
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution Person Payroll Noncash
$
(Complete Part II for noncash contributions.) (a) No.
(b) Name, address, and ZIP + 4
(c) Total contributions
$
(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
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Schedule B (Form 990) (Rev. 12-2024)
26 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Page 3
Schedule B (Form 990) (Rev. 12-2024) Name of organization
Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC.
Part II (a) No. from Part I
59-1149727
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (b) Description of noncash property given
(c) FMV (or estimate) (See instructions.)
(d) Date received
(c) FMV (or estimate) (See instructions.)
(d) Date received
(c) FMV (or estimate) (See instructions.)
(d) Date received
(c) FMV (or estimate) (See instructions.)
(d) Date received
(c) FMV (or estimate) (See instructions.)
(d) Date received
(c) FMV (or estimate) (See instructions.)
(d) Date received
$ (a) No. from Part I
(b) Description of noncash property given
$ (a) No. from Part I
(b) Description of noncash property given
$ (a) No. from Part I
(b) Description of noncash property given
$ (a) No. from Part I
(b) Description of noncash property given
$ (a) No. from Part I
(b) Description of noncash property given
$ 423453 01-09-25
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Schedule B (Form 990) (Rev. 12-2024)
27 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Page 4
Schedule B (Form 990) (Rev. 12-2024) Name of organization
Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC. 59-1149727 Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this info. once.) $
Use duplicate copies of Part III if additional space is needed. (a) No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP + 4
(a) No. from Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP + 4
(a) No. from Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP + 4
(a) No. from Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP + 4
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Relationship of transferor to transferee
Schedule B (Form 990) (Rev. 12-2024)
28 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
SCHEDULE D
(Form 990)
(Rev. December 2024) Department of the Treasury Internal Revenue Service
Supplemental Financial Statements
OMB No. 1545-0047
Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Name of the organization
Part I
Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC. 59-1149727 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds 1
Total number at end of year ~~~~~~~~~~~~~~~
2
Aggregate value of contributions to (during year)
3
Aggregate value of grants from (during year)
(b) Funds and other accounts
~~~~
~~~~~~
4
Aggregate value at end of year ~~~~~~~~~~~~~
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? ~~~~~~~~~~~~~~~~~~
6
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? Part II Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 1
Yes
No
Yes
No
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (for example, recreation or education)
Preservation of a historically important land area
Protection of natural habitat
Preservation of a certified historic structure
Preservation of open space 2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year a Total number of conservation easements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Total acreage restricted by conservation easements ~~~~~~~~~~~~~~~~~~~~~~~~~~
2a
c Number of conservation easements on a certified historic structure included on line 2a ~~~~~~~~~ d Number of conservation easements included on line 2c acquired after July 25, 2006, and not
2c
2b
on a historic structure listed in the National Register ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3
2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year
4
Number of states where property subject to conservation easement is located
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
6
violations, and enforcement of the conservation easements it holds? ~~~~~~~~~~~~~~~~~~~~~~~~~ Yes Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
8
Does each conservation easement reported on line 2d above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9
Yes
No
No
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items. (i) Revenue included on Form 990, Part VIII, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (ii) Assets included in Form 990, Part X ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2
$ $
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items: a Revenue included on Form 990, Part VIII, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Assets included in Form 990, Part X
For Paperwork Reduction Act Notice, see the Instructions for Form 990. 432051 01-02-25 LHA
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$ $
Schedule D (Form 990) (Rev. 12-2024)
29 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Schedule D (Form 990) (Rev. 12-2024) BREVARD
SYMPHONY ORCHESTRA, INC. 59-1149727 Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Part III
Using the organization's acquisition, accession, and other records, check any of the following that make significant use of its
3
collection items (check all that apply). a
Public exhibition
d
Loan or exchange program
b
Scholarly research
e
Other
c
Preservation for future generations
4
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection?
Part IV
Yes
No
Yes
No
Escrow and Custodial Arrangements Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included on Form 990, Part X? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ d Additions during the year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1c
e Distributions during the year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ f Ending balance ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1e
1d
1f 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ~~~~~ Yes No b If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII Part V Endowment Funds Complete if the organization answered "Yes" on Form 990, Part IV, line 10. (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
2,369,821.
2,114,272.
1,956,890.
1,834,127.
469,590.
2,040,327. 200,000. 248,707.
195,074.
225,335.
360,599.
236,062.
119,213.
269,019.
67,953.
237,836.
2,603,349. 2,369,821. 2,040,327. g End of year balance ~~~~~~~~~~ 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
2,114,272.
1,956,890.
1a Beginning of year balance ~~~~~~~ b Contributions ~~~~~~~~~~~~~~ c Net investment earnings, gains, and losses d Grants or scholarships ~~~~~~~~~ e Other expenditures for facilities and programs ~~~~~~~~~~~~~ f
Administrative expenses ~~~~~~~~
a Board designated or quasi-endowment 60.0000 b Permanent endowment
40.0000
%
%
.0000 % c Term endowment The percentages on lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) Unrelated organizations? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (ii) Related organizations? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R? ~~~~~~~~~~~~~~~~~~~~ 4 Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Yes 3a(i) 3a(ii)
No
X X
3b
Land, Buildings, and Equipment
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property
(a) Cost or other basis (investment)
(b) Cost or other basis (other)
(c) Accumulated depreciation
(d) Book value
1a Land ~~~~~~~~~~~~~~~~~~~~ b Buildings ~~~~~~~~~~~~~~~~~~ c Leasehold improvements ~~~~~~~~~~ d Equipment ~~~~~~~~~~~~~~~~~
74,776.
63,804.
e Other Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, line 10c, column (B))
10,972. 10,972.
Schedule D (Form 990) (Rev. 12-2024)
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30 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Schedule D (Form 990) (Rev. 12-2024) BREVARD
SYMPHONY ORCHESTRA, INC.
59-1149727
Part VII Investments - Other Securities
Page 3
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category (including name of security)
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives ~~~~~~~~~~~~~~~ (2) Closely held equity interests ~~~~~~~~~~~ (3) Other (A) (B) (C) (D) (E) (F) (G) (H) Total. (Col. (b) must equal Form 990, Part X, line 12, col. (B))
Part VIII Investments - Program Related.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Col. (b) must equal Form 990, Part X, line 13, col. (B))
Part IX
Other Assets
Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description
(b) Book value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 15, col. (B))
Part X
1.
Other Liabilities
Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description of liability
(b) Book value
(1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 25, col. (B)) 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII Schedule D (Form 990) (Rev. 12-2024) 432053 01-02-25
13150515 794202 72-02006.000
31 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Schedule D (Form 990) (Rev. 12-2024) BREVARD
Part XI
SYMPHONY ORCHESTRA, INC. 59-1149727 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
1
Total revenue, gains, and other support per audited financial statements
2
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
~~~~~~~~~~~~~~~~~~~
a Net unrealized gains (losses) on investments ~~~~~~~~~~~~~~~~~~ b Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~
2a
c Recoveries of prior year grants ~~~~~~~~~~~~~~~~~~~~~~~~~ d Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~
2c
1
2b
2d e Add lines 2a through 2d ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 Subtract line 2e from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4
Page 4
2e 3
Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b ~~~~~~~~ b Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~
4a
4b c Add lines 4a and 4b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)
4c 5
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
1
Total expenses and losses per audited financial statements ~~~~~~~~~~~~~~~~~~~~~~~~~~
2
Amounts included on line 1 but not on Form 990, Part IX, line 25: a Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~ b Prior year adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2a
c Other losses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ d Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~
2c
2b
2d e Add lines 2a through 2d ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 Subtract line 2e from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4
1
2e 3
Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b ~~~~~~~~ b Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~
4a
4b c Add lines 4a and 4b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.)
Part XIII Supplemental Information
4c 5
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
PART V, LINE 4: IT IS BOARD POLICY THAT IT IS ACCEPTABLE TO USE 4% OF THE CORPUS FOR ANNUAL OPERATIONS.
432054 01-02-25
13150515 794202 72-02006.000
Schedule D (Form 990) (Rev. 12-2024)
32 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
SCHEDULE G (Form 990) (Rev. December 2024)
Supplemental Information Regarding Fundraising or Gaming Activities
Department of the Treasury Internal Revenue Service
Name of the organization
Part I
OMB No. 1545-0047
Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
Open to Public Inspection
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC. 59-1149727 Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.
1 Indicate whether the organization raised funds through any of the following activities. Check all that apply. Mail solicitations Solicitation of nongovernment grants a e b
Internet and email solicitations
f
Solicitation of government grants
c
Phone solicitations
g
Special fundraising events
d
In-person solicitations
2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
Yes
No
b If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. (i) Name and address of individual or entity (fundraiser)
(ii) Activity
(iii) Did fundraiser have custody or control of contributions? Yes
(iv) Gross receipts from activity
(v) Amount paid to (or retained by) fundraiser listed in col. (i)
(vi) Amount paid to (or retained by) organization
No
Total 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. LHA
432081 01-14-25
13150515 794202 72-02006.000
Schedule G (Form 990) (Rev. 12-2024)
33 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Schedule G (Form 990) (Rev. 12-2024) BREVARD
Part II
SYMPHONY ORCHESTRA, INC. 59-1149727 Page 2 Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000. (a) Event #1
FORKS & CORKS Revenue
(event type) 1 Gross receipts ~~~~~~~~~~~~~~
(b) Event #2
(c) Other events
(event type)
(total number)
DREAM DRAWING
1
(d) Total events (add col. (a) through col. (c))
59,925.
16,525.
9,533.
85,983.
59,925.
16,525.
9,533.
85,983.
2 Less: Contributions ~~~~~~~~~~~ 3 Gross income (line 1 minus line 2) 4 Cash prizes ~~~~~~~~~~~~~~~
Direct Expenses
5 Noncash prizes ~~~~~~~~~~~~~ 6 Rent/facility costs ~~~~~~~~~~~~ ~~~~~~~~~~
3,500.
8 Entertainment ~~~~~~~~~~~~~~ 9 Other direct expenses ~~~~~~~~~~
1,500. 4,227.
7 Food and beverages
3,500. 2,010.
4,890.
Direct Expenses
Revenue
10 Direct expense summary. Add lines 4 through 9 in column (d) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 11 Net income summary. Subtract line 10 from line 3, column (d) Part III Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (b) Pull tabs/instant bingo/progressive bingo
(a) Bingo
1,500. 11,127. 16,127. 69,856.
(d) Total gaming (add col. (a) through col. (c))
(c) Other gaming
1 Gross revenue 2 Cash prizes ~~~~~~~~~~~~~~~ 3 Noncash prizes ~~~~~~~~~~~~~ 4 Rent/facility costs ~~~~~~~~~~~~ 5 Other direct expenses %
Yes 6 Volunteer labor ~~~~~~~~~~~~~
No
Yes No
7 Direct expense summary. Add lines 2 through 5 in column (d)
%
Yes
%
No
~~~~~~~~~~~~~~~~~~~~~~~~~~
8 Net gaming income summary. Subtract line 7 from line 1, column (d) 9
Enter the state(s) in which the organization conducts gaming activities: a Is the organization licensed to conduct gaming activities in each of these states? ~~~~~~~~~~~~~~~~~~~~ b If "No," explain:
Yes
No
10 a Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year? ~~~~~~~~~ b If "Yes," explain:
Yes
No
432082 01-14-25
13150515 794202 72-02006.000
Schedule G (Form 990) (Rev. 12-2024)
34 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Schedule G (Form 990) (Rev. 12-2024) BREVARD
SYMPHONY ORCHESTRA, INC.
59-1149727 Page 3
11
Does the organization conduct gaming activities with nonmembers?~~~~~~~~~~~~~~~~~~~~~~~~~~~
12
Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed to administer charitable gaming? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
13
No
Yes
No
Indicate the percentage of gaming activity conducted in: a The organization's facility ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b An outside facility ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
14
Yes
13a
%
13b
%
Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name Address
15 a Does the organization have a contract with a third party from whom the organization receives gaming revenue? ~~~~~~ b If "Yes," enter the amount of gaming revenue received by the organization of gaming revenue retained by the third party $
$
Yes
No
Yes
No
and the amount
c If "Yes," enter the name and address of the third party: Name Address 16
Gaming manager information: Name Gaming manager compensation
$
Description of services provided
Director/officer 17
Employee
Independent contractor
Mandatory distributions: a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year $ Part IV Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
432083 01-14-25
13150515 794202 72-02006.000
Schedule G (Form 990) (Rev. 12-2024)
35 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
BREVARD SYMPHONY ORCHESTRA, INC. Supplemental Information (continued)
Schedule G (Form 990)
Part IV
59-1149727 Page 4
Schedule G (Form 990) 432084 01-28-25
13150515 794202 72-02006.000
36 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
SCHEDULE O (Form 990)
(Rev. December 2024) Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Name of the organization
OMB No. 1545-0047
Open to Public Inspection Employer identification number
BREVARD SYMPHONY ORCHESTRA, INC. 59-1149727 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: COUNTY AND BEYOND THROUGH A VARIETY OF PROGRAMS. EACH CONCERT SEASON CONSISTS OF 5 CLASSICAL CONCERTS, 3 POPS CONCERTS, AND 3 MATINEE CONCERTS. THE BSO IS PROUD OF ITS FREE COMMUNITY EVENTS INCLUDING OUR JULY 4 SYMPHONY UNDER THE STARS CONCERT AND FIREWORK DISPLAY AND OUR FAMILY CONCERT. THE BSO ALSO HOSTS ITS ANNUAL 5TH GRADE CONCERTS WHERE ALL THE 5TH GRADERS OF BREVARD AND INDIAN RIVER COUNTY - WITH THE INDIAN RIVER SYMPHONIC ASSOCIATION - ARE INVITED TO A FREE EDUCATIONAL PERFORMANCE BY THE BSO TOTALING 6 CONCERTS ACROSS 3 DAYS. LASTLY, THE BSO PERFORMS CONTRACTED EVENTS WITH THE SPACE COAST BALLET DURING THEIR PERFORMANCE OF THE NUTCRACKER AND WITH THE VERO BEACH OPERA.
FORM 990, PART VI, SECTION A, LINE 2: CHRISTOPHER MCALPINE (DIRECTOR) AND LISA MCALPINE (DIRECTOR) HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B: A DRAFT COPY OF THE RETURN IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G, OTHER FEES: GUEST ARTIST FEES: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES
48,500. 0. 0. 48,500.
ARTISTIC: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES
60,870. 0. 0. 60,870.
MUSICIAN: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES
236,350. 0. 0. 236,350.
STAGE CREW: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES
27,885. 0. 0. 27,885.
OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES
15,016. 0. 0.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 432211 01-15-25 LHA
13150515 794202 72-02006.000
Schedule O (Form 990) (Rev. 12-2024)
37 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Schedule O (Form 990) 2024 Name of the organization
Page 2
BREVARD SYMPHONY ORCHESTRA, INC. TOTAL EXPENSES TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A
432212 01-29-25
13150515 794202 72-02006.000
Employer identification number
59-1149727 15,016. 388,621.
Schedule O (Form 990) 2024
38 2024.05060 BREVARD SYMPHONY ORCHESTR 72-02002
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
2026-2027 projection
2025-2026 actuals 7/1/254/30/26
Difference $9,751.45
Income
2026-2027 projection
2025-2026 actuals 7/1/25- Difference 4/30/26
Travel/Mileage
$65,606.00
$55,854.55
Admissions
$320,000.00
$296,445.94
$23,554.06
Personnel - Artistic/Event
$429,113.00
$444,430.00 ($15,317.00)
Contracted Services
$151,870.00
$130,948.48
$20,921.52
Individual Contributions
$123,000.00
$119,725.46
$3,274.54
Materials/Supplies for Productions/Events
$86,509.00
$83,770.09
Venue Fees/Rent
$177,847.00
$165,904.19 $11,942.81
Contracted Event Fees
$138,198.00
$113,865.72 $24,332.28
$0.00
$0.00
$0.00
$0.00
$0.00
Subtotal
$897,273.00
$2,738.91
$0.00
$863,824.55 $33,448.45
$0.00
Other Expenses
$0.00
Insurance
$5,000.00
$4,951.18
$48.82
$0.00
Equipment/Office Supplies
$4,500.00
$5,724.63
($1,224.63)
$0.00
Personnel - Administrative
$271,231.00
$234,385.31 $36,845.69
Other Operating Expenses
$50,681.00
$88,327.19 ($37,646.19)
Subtotal Income Income Sponsors
$594,870.00
$547,119.88
$47,750.12
$246,000.00
$247,739.94
-$1,739.94
$0.00
Income Other
$296,500.00
$0.00
TDC grant funding
$12,500.00
$243,591.29 $12,500.00
$52,908.71 $0.00
$0.00
Total Income
$1,149,870.00 $1,050,951.11
$98,918.89
Total Expenses Paid
$1,284,685.00 $1,251,749.66
$32,935.34
Profit/Loss
-$134,815.00
$0.00 $0.00
$0.00 $0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-ofCounty Print Advertising - Brevard
$331,412.00
$333,388.31
($1,976.31)
$3,640.00
$8,693.74
($5,053.74)
Radio/TV Advertising - Brevard/OOC
$1,500.00
$2,931.12
($1,431.12)
Digital Advertising - Brevard/OOC
$38,025.75
$24,470.64 $13,555.11
Billboard Advertising - Brevard
$6,480.00
$12,386.25
($5,906.25)
Marketing Software/Subscriptions - Brevard/OOC
$2,472.00
$2,297.25
$174.75
Other Promotional - Brevard/OOC
$3,882.25
$3,757.80
$124.45
Subtotal Marketing Expenses
$56,000.00
$54,536.80
$1,463.20
Total Expenses 2026-2027
$1,284,685.00
$0.00
.
$1,251,749.66 $32,935.34
-$212,605.94 $77,790.94
Cocoa Beach Main Street
Return to Table of Contents
For TDO use: PROJECT #18
Tourism
Development
FY 2026-2027
Marketing
Application Applicant
Is ttis
Office
Packet
a 11
Program
checkList
Organization:
orgariization
Support
Cocoa
Beach
year-round
Main
Street
programming?
NO
Applicant
Event
Name:
1.
Completed
2.
CopyoflRSArticLesof
Yes
No
Comment
)=,
application
=J,5=, ;ffll
Incorporation 3.
- (if appLicable)
CopyoflRSDeterminationLetter
X
- (if applicable) 4.
CopyofSunBiz.org(iTappLicabl.e)
5.
Copy
of 990
Copy
of completed
6.
X. !
(iT appLicabLe) W-9
(March
'X""
2024) 7.
Income/Expense (required
8.
This
Copy
of the Applicant
or 250
J s ji All
for all applicants)
appLication
(Cultural)
6ocumerits
Peter
Cranis,
worksheet
meets
the
room
nights
checkList
minimum
x
x requirement
of 5,001
out-of-county
attendees
(Sports).
NO have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Kenne Wells
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Cocoa Beach Main Street Organization address PO Box 320627 State FL City Cocoa Beach Zip 32932 Primary contact name Kenne Wells
Primary contact phone number 321-693-3159 Primary contact email kenne.cbms@gmail.com Secondary contact name Layne Alvarez Secondary contact phone number 321-698-8800 Secondary contact email laynejalvarez@gmail.com Organization website address https://www.cocoabeachmainstreet.org
6. (untitled) 4. Which best describes your organization? 501(C)(3)
7. (untitled) 5.
What is your Federal Employee ID number? 47-3225476
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
9. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
10. (untitled)
What is the first date of your event?
11. (untitled)
In total, how many days will your event be held?
12. (untitled) 7.
Do you have a second event? No
13. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled)
What types of marketing do you plan to do for this event?
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Social hashtags Social media (Facebook, Instagram, YouTube, etc.) Other - Please be specific.....: Banners, Flyers, Posters, Newsletters
22. (untitled)
What are your social media handles?
9.
Facebook : Cocoa Beach Main Street Instagram : cocoabeachmainstreet2 YouTube : n/a
23. (untitled) 10.
What hashtags do you currently use?
#cocoabeachmainstreet f#spacecoast #fortheloveofdowntowncocoabeach #communitysupport
24. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening
procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Kenne Wells
25. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
Parking_Pass_for_June_FF_(1).pdf
26. (untitled) 13.
Upload a copy of your organization's 990 form.
Parking_Pass_for_June_FF_(1).pdf
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
Parking_Pass_for_June_FF_(1).pdf
29. (untitled) 15.
Upload your completed W-9 form.
Parking_Pass_for_June_FF_(1).pdf
30. (untitled) 16.
Upload your completed Event Income/Expense report.
Parking_Pass_for_June_FF_(1).pdf
31. (untitled) 17.
Upload your completed Checklist.
Parking_Pass_for_June_FF_(1).pdf
32. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Kenne Wells
33. Thank You! New Send Email Jun 18, 2026 15:33:32 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
INT P. 0.
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Detail by Entity Name
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DIVISION
OF CORPORATIONS
D@pprtment gf State / Divisionof Corporati(+ns/ Search Records / Seprch by Eniity Name /
Detail
by Entity
Florida
Name
Not For Profit Corporation
COCOA
BEACH
MAIN STREET,
INC.
Filing Information Document FEI/EIN
N14000010681
Number
47-3225476
Number
Date Filed
11/18/2014
State
FL
Status
ACTIVE
Last
AMENDMENT
Event
Eyent
Date Filed
Event
Effective
Princmal
07/25/2016 NONE
Date
Address
25SOrlandoAve Cocoa
Beach,
Changed:
FL 32931
03/05/2025
Mailing Address Pa Box 320627 Cocoa
Beach,
FL 32932
Changed:
08/30/2020
Registered
Agent Name & Address
Wells,
Kenne,
Executive
25 S Oriando
Aye
Cocoa
Beach,
FL 32931
Name
Changed:
Address
03/01/2023
Changed:
Officer/t)irector
Diredor
03/05/2025
Detail
Name&Address
Title President
https:/
Type=lnitial&searchName0rder-COCOAB...
1/3
6/16/26,
1:37
Detail
PM
by Entity
Name
laco, Joanie Pa Box 320627 COCOA BEACH, FL 32932
Title EXECUTIVE
WELLS,
DIRECTOR
KENNE
Pa Box 320627 COCOA BEACH, FL 32932
Title Secretary
Curran, Kimberly Pa Box 320627 Cocoa Beach, FL 32932 Title Treasurer
Alvarez,
Layne J
Pa Box 320627 Cocoa Beach, FL 32932
ntle VP
Oleson, Jacob Pa Box 320627 Cocoa Beach, FL 32932
Annual %ports Report
Year
Filed Date
2024
02/09/2024
2025
03/05/2025
2026
02/09/2026
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- ANNuAl
REPORT
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image
in PDF format
03/05/2025
- ANNUAL
REPORT
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image
in PDF format
02/09/2024
- ANNUAL
REPORT
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image
in PDF format
11 /28/2023
- AMENDED
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image
in PDF format
03/01 /2023
- ANNUAL
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image
in PDF format
08/24/2022
- AMENDED
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in PDF format
04/13/2022
- ANNUAL
REPORT
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image
in PDF format
06/15/2021
- ANNUAL
REPORT
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in PDF format
06/30/2020
- ANNUAL
REPORT
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in PDF format
01/09/2019
- ANNUAL
REPORT
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in PDF format
REPORT
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in PDF format
03/05/2018-ANNUAL
ANNUAI
REPORT
REPORT ANNUAL
REPORT
Type=lnitial&searchNameOrder-COCOAB...
2/3
21215
IRS
E-file Signature for a Tax-Exempt
8879-TE
Form
For calendar [)epartment Internal
year 2025, or fiscal year beginning
2025, and ending
OMB No 4545-0047
,
2025
Do not send to the IRS. Keep for your records. Go to wvtw.irs.gov/Form8879TE for the latest information.
of the Treasury
Revenue
Authorization Entity
Service
EIN or SSN
%ame of fifer
COCOA
BEACH
MAIN
Name and titleofofficer orperson subject totax LA YNE
ALVARE
Z
STREET,
47-3225476
INC.
TREASURER Type CheCk
Return
of
Return
and
Information
the bOX far the return far WhiCh 70u are using thiS Farm 8879-TE and enter the applicableamount, if any, from the return. Form
8038-CP
and Form 5330 filers may enter dollars
and cents. For all other forms,
3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever applicable
line below.
Do not complete
enter whole dollars
only. If you check the box on line la, 2a,
on that line for the return being filed with this form was blank, then leave line lb, 2bi
is applicable,
blank (do not enter -O-). But, if you entered
-O- on the return, then enter -O- on the
more than one line in Part 1.
la Form 990 check here 2a Form 990-EZ check here
b Total revenue,if any (Form 990, Part Vlll, column (A),line 12) b Total revenue,if any (Form 990-EZ,line 9) . .
3 a Form 1120-POL
b
Total
b
Tax based
4 a Form
990-PF
ii
check here
check here
tax (Form 1 120-POL,
ii
i*iiii
iiii
.
line 22)
on investment
35
income
(Form 990-PF,
Part V, line 5)
4b
5 a Form
8868 check here
b
Balance
6 a Form
990-T check here
b
Total
tax (Form 990-T,
due (Form 8868, line 3c) Part Ill, line 4)
6b
7 a Form
4720 check
here
b
Total
tax (Form 4720,
Part Ill, line 1)
7b
8a
Form
5227 check here
b
FMV of assets
9a
Form
5330 check
here
b
Tax due (Form 5330, Part II, line 19)
10 a
Form
8038-CP
check here,
b
Amount
at end of tax year
of credit
payment
262,524
lb 2b
i4i
5b
(Form 5227, item D)
requested
8b 9b
(Form 8038-CP,
Part Ill,line
22)
. 10b
U'nPd"er'pe'lna:ties Dofepcelrjaurry,a'l=odenclaarnedthsat= !na'urleamAua'nhooffric=ezraoff'othne aobfoOveffe=nctietyroor' PeLjrsolnamSuabpeiersco'nfsoubTjeacx to tax with respectto (name of entity)
, (EIN)
2025 electronic complete.
return and accompanying
I further declare
intermediate
that the amount
ServiCe provider,
acknowledgement
schedules
and statements,
in Part I above
transmitter,
or electronic
of receipt or reason for rejection
the date of any refund.
If applicable,
I authorize
is the amount
return originator
u.s. Treasury
software
for payment
to debit the entry to this account.
processing
of the electronic
the payment. electronic
payment
I have selected
days prior to the payment
of taxes to receive
a personal
identification
To revoke
I must contact
of the federal the
the financial
information
necessary
inquiries
(PIN) as my signature
for the electronic
Financial
institutions
and resolve
involved
Agent at in the
issues related to
return and, if applicable,
the consent
to
one box only
TAYLOR
i authorize
&
LOCKARD,
PA.
tn enter my PIN Enter five numbers, but do not enter all zeros
ERO firm name
on the tax year 2025 electronically agency(ies) return's
0
and (c)
funds withdraWal
taxes owed on this
u.s. Treasury
date. I also authorize to answer
from the IRS (a) an
the return or refund,
an electronic
(settlement)
confidential
number
a payment,
and
to allow my
funds withdrawal.
PIN: check
["
no later than 2 business
indicated
in the tax preparation
institution
and the financial
1-888-353-4537
account
Agent to initiate
debit) entry to the financial
I consent
(ERO) tO Send the return tO the IRS and tO receive (b) the reason for any delay in processing Financial
return,
institution
return.
and its designated
(direct
a copy of the
and belief, they are true, correct,
shown on the copy of the electronic
of the transmission,
the
and that I have examined
and, to the best of my knowledge
regulating
disclosure
charities
consent
filed return.
If I have indicated
as part of the IRS Fed/State
within this return that a copy of the return is being filed with a state
program,
I also authorize
the aforementioned
ERO to enter my PIN on the
screen.
As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2025 electronically filed return.
If I have indicated
within this return that a copy of the return is being filed with a state agency(ies)
ofthe IRS Fed/State program, Iwill enter my PIN on the return's disclosure consent screen.
Signature ature of officer or person oerson subject subiect to tay
Paff Ill'
Certification
ERO's
EFIN/PIN.
number
(EFIN) followed
I certify
that the above numeric
Datp
regulating
0 2 ,12
charities
as part
, 26
and Authentication
Enter your six-digit
electronic
by your five-digit
filing identification
self-selected
59385106545
PIN.
Do not enter all zeros
am submitting Providers
this return in accordance
for Business
ERO's signaturp
entry is my PIN, which
with the requirements
PATRICIA
of Pub. 4163,
Modernized
filed return indicated
e-File (MeF)
Information
FOLSOM
above.
I confirm
for Authorized
that I
IRS e-file
Act and Paperwork
Not
Reduction
02/12/26
npite
ERO
DAA
on the 2025 electronically
Returns.
Do For Privacy
is my signature
Must
Submit Act Notice,
This
Retain
This
Form
Form
to
IRS
see back
the
of form.
-
See
Unless
Instructions Requested
To
Do
So Form
8879-TE
(2025)
21215
Return
990
. Form
Under
section
For
527, or 4947(a%l) social
Exempt
of the Internal
security
numbers
Go to www.irs.
calendar year. or tax year Checkifapplicable: ' 'C Nam:;oforganization
B
the
501(c),
Do not enter
Department of the Treasury Internal Revenue Service
A
of Organization
2025
. and
Doing
nNamp hhqnnp Q 'a-"a--"-a'kl-
business
Code (except
BEACH
MAIN
and the latest
STREET,
information. D Employer identification
@:;na: :urn/
INC.
€
Application pending
FL
,,,,,
officer
of principal
I%I 501(c%3) Ir
32932
262, 524
G Grossreceipts$
""'
H(a)Istiiisagroupreturnforsubordinates? @ Yes [X No
LAYNE ALVAREZ PO BOX 320627 COCOA BEACH
Tax-exempt status
321-784-4515
I
BEACH
and address
E Telephone number
Room/suite
320627
,_,,COCOA F-Name
number
47-3225476
Pa
BOX
2025
foundations)
as
City or town, state or province, country, and ZIP or foreign postal code
. . . . qmenaea return
private
as it may be made public.
Number and street (or P O. box if mail is not delivered to street address)
tz Ll
OMB NO 1545-0047
Tax
--
b_ Initialreturn
I
Income
ending
--
COCOA
nAddresschange
Revenue
on this form
for instructions
beqinnino --
From
H(b) Are all subordinates included"
FL (
501(C)
N/A v....Formoforganization: J2 Corporation T ITrust IJ
)
IJ
Tl 4947(a%1)or
(insertno)
€
Yes
€
No
If "No," attach a list See instructi(illB
32932 527
,.i Website:
H(C) Group exemption number Association
T110ther
or most
significant
L
I M Stateof legal domicile
Yearofformation:
Summarv I
Briefly
describe
SUPPORT
the organization's
mission
THE
DOWNTOW
COMMONITY
LOCAL
OUTREACH
AND
COCOA
SOCIAL
activities: BEACH
COMMUNITY
AND
BUSIgSS
THROUGH
EVENTS.
o
2 Checkt'hisb'ox[1' if'th'e'orga;iz'ffit:on' d'iscontinuedits 'opera't!ons or disposed'of more'tha'n25a% of'itsanet assets."
@6
3
Number
of voting
members
of the governing
body
(Part
Vl, line 1 a)
4 Numberof independent votingmembersof the governingbody(PartVl,line 1b) 5 Total numberof individualsemployedin calendaryear 2025(PartV,line 2a). 6 Total numberof volunteers(estimateif necessary) 7a Total unrelatedbusinessrevenuefrom Part Vtll, column(C),fine 12 ia
*i
iiiii
.
.
ii
.
i*
.
ii
b Net unrelated
business
taxable
income
from
Form
990-T,
5 5 1 o
3
Part !,line
iia
.
.
ii
iii
.
ii
**
ii
.
ii
.
i*
.
.
5 *ii
.
.
6
.
.
11
4
ii
***
.
o o
7a aii
.
.
iii
...
7b
.
Current Year
Prior Year
8 Contributionsandgrants(PartVlll,line "lh) 9 Programservicerevenue(PartVlll,line 2g) . 10 Investmentincome(PartVlll, column(A),lines 3, 4, and 7d) ii
ii
iii
.
.
ii**iiii
1l
Other
revenue
(Part
12
Total
revenue
- add lines
Vlll,
column
(A), lines
8 through
5, 6d, 8c, 9c, 10c,
11 (must
equal
.
i
ia
.
i
.
.
i*
.
iii*iiii
.
and 1 1e)
Part Vlll,
column
(A), line 12)
278 , 377
.
**
ia
ii
iiii
ii
.
.
i**
.
.
.
less expenses.
20
Total
assets
21
Total
liabilities
22
Net ASSETS or fund
Subtract
line 18 from
.
.
i*
79,873
ii
.
..a.. } 11:. ) ,'
.
iii
iiii
.
ii
.
*a
line 12
.
.l,, 1.1.,..6,..- . 4
..
:.
.. .
. ,,
..
..,=::) .l'.r::yl,a I. :},..,:'{....:: ,aH ..ll"}%.': .:. % 1.::11.:l".. ' i '.:iii..('i.,, ..% ""'a'.=-i"a'; ' a'j-","'-( i.'=,".' i i ., , 1,1,
iiii
iiii
Revenue
.
.
.
a**iii
19
94 , 933 167 ,580 11 o 262,524 o o 82 , 822 o
, 451 , 926
**
13 Grantsand similaramountspaid (Part IX, column(A),lines 1-3) 14 Benefitspaidto or for members(Part IX, column(A),line 4) 15 Salaries,othercompensation,employeebenefits(Part IX, column(A),lines 5-10). . iii I 6aProfessionalfundraisingfees (Part IX, column(A),line 11e) . b Total fundraisingexpenses(Part IX, column(D),line 25) . .2.3_,.245 17 0ther expenses(PartIX, column(A),lines 11a-11d, 1 lf-24e)___ 18 Total expenses.Add lines13-17 (mustequal Part IX, column(A),line 25) .
x
127 150
.
.
ii
S
-li . l _ .Ai " A." .. i, ,. ,,
,
158 , 245 241, 067 21,457
144,091 223 , 964 54,413
End of Year
Beginning of Current Year
Part II ':'
(Paf
- 79,309
X, line 16)
(Part
balances.
Subtract
line 21 from
97 ,138 13,067 84,071
16,695 62 , 614
X, Jine 26)
Signature
line 20
Block
Under penalties of perjury, I declare that I liave examined this return, including accompanying schedules and statements, and to the best of my knowledge true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Signature of officer
Sign
LAYNE
Here
.. a .
.
ai
and belief, it is
Date
ALVAREZ
TREASURER
Type or print name and title
"a' Preparer Use
Preparer's name
Preparer's
PATRICIA
PATRICIA
FOLSOM
TAYLOR & LOCKARD, 3960 SOUTH BANANA COCOA BEACH, FL
Firm's name
Only Firm'saddress
May the
IR3 discuss
For Papemork DAA
this return
Reduction
with
the preparer
Act Notice, see the separate
shown
above?
instructions.
signature
FOLSOM
PA. RIVER
32931 See instructions
g it PTIN
Data
Check
02/12/26
self-employed
ri-m-eix
PO1200522
59"2519864
BLVD. Phone
no
321-784-4515 -X Yes - No Form ggo(2025)
21215
COCOA
Form990(2025)
.PaffJl!,,; Briefly
describe
STREET,
O contains
47-3225476
INC.
Page2
THE
LOCAL
L)UWNTOW
OUTREACH
Did the organization
undertake
Form
If "Yes,"
a response
["
or note to any line in this Part Ill
mission:
COMMUNITY
prior
3
if Schedule
the organization's
SUPPORT
2
MAIN
Statement of Program Service Accomplishments Check
1
BEACH
AND
COCOA
SOCIAL
any significant
program
BEACH
COMMUNITY
AND
BUSINESS
THROUGH
EVENTS.
services
during
the year which
were
not listed
on the
QYes[XNO
990 or 990-EZ?
describe
these
Did the organization
new services
cease
conducting,
on Schedule
O.
or make
significant
changes
in how it conducts,
any program
€
services?
4
4a
If "Yes,"
describe
Describe
the organization's
expenses.
Section
the total
expenses,
(Code:
changes
501 (c)(3)
service
and 501 (c)(4)
and revenue,
COCOA
COMMUNITY
on Schedule
program
O. accomplishments
organizations
if any, for each
program
$
119,026
BEACH
COMMUNITY
) (Expenses
SUPPORT
4b
these
YeS[XNO
for each
are required service
of its three
to report
largest
the amount
program
services,
of grants
and
as measured
by
allocations to others,
reported.
includinggrantsof$ AND BUSINESS
) (Revenue $ COMMUNITY DEVOLPMENT iii
WITH
.
.
.
)
AND
SUPPORT
(Code:
) (Expenses
$
including
grants
of $
) (Revenue
$
) (Expenses
$
including
grants
of $
) (Revenue
$
N/A
4c
(Code:
N/A
4d
Other
program
(Expenses 4e DAA
services
$
Totalprogramserviceexpenses
(Describe
on Schedule
O.)
including
grants
of
$
) (Revenue
$
119,026 Form
990 (2025)
;)1215
COCOA BEACH MAIN STREET, Checklist of Required Schedules
Form990(2025)
- "Part iv.-.
47-3225476
INC.
Page 3
Yes 1
No
lstheorganizationdescribedinsection501(c)(3)or4947(a)(1)(otherthanaprivatefoundation)?/f"Yes,"
2 3
1
Is the organization
required
2
x
Did the organization
engage
3
x
4
x
5
x
6
x
7
x
8
x
9
x
10
x
Schedule
candidates 4
5
x
A
complete
to complete
for public office?
Schedule
B, Schedule
of Contributors?
in direct or indirect
political
campaign
If "Yes,"complete
Schedule
C, Partl
Section
501(c)(3)
election
in effect during the tax year? If "Yes,"
organizations.
Did the organization
engage
complete
activities
on behalf of or in opposition
in lobbying
Schedule
See instructions
activities,
or have a section
to
501(h)
C, Part //
Istheorganizationasection501(c)(4),501(c)(5),or501(c)(6)organizationthatreceivesmembershipdues, assessments,
6
or similar
amounts
as defined
in Rev. Proc. 98-1 9? If "Yes,"
complete
Schedule
C, Part ///
Didtheorganizationmaintainanydonoradvisedfundsoranysimilarfundsoraccountsforwhichdonors have the right to provide "Yes,"
7
complete
Did the organization the environment,
8
advice on the distribution
Schedule
or investment
receive or hold a conservation
historic
of amounts
in such funds or accounts?
If
D, Partl
land areas,
or historic
easement,
structures?
including
/f"Yes,"
easements
complete
to preserve
Schedule
open space,
D, Part //
Didtheorganizationmaintaincollectionsofworksofart,historicaltreasures,orothersimilarassets?/f"Yes," complete
9
Schedule
D, Part ///
Did the organization custodian
debt negotiation 10
report an amount
for amounts
in Part X, line 21, for escrow
not listed in Part X; or provide
services?
/f"Yes,"
complete
or custodial
credit counseling,
Schedule
account
liability;
debt management,
serve as a
credit repair, or
D, Part IV
Didtheorganization,directlyorthrougharelatedorganization,holdassetsindonor-restrictedendowments or in quasi-endowments?
1l
If"Yes,"
complete
Schedule
D, Part V
lftheorganization'sanswertoanyofthefollowingquestionsis"Yes,"thencompleteScheduleD,PartsVl, Vll, Vlll, a
b
IX, or X, as applicable.
Did the organization
report an amount
complete
D, Part Vl
Schedule
Did the organization of its total assets
c
and equipment
in Part X, line 1 0? If "Yes,"
for investments-other
in Part X, line 1 6? If"Yes,"
securities
complete
in Paf
Schedule
X, line 12, that is 5% or more 11b
x
11c
x
11d
x
lle
x
11f
x
12a
x
D, Parts X/ and X// is optional
12b
x
Schedule
13
x
14a
x
14b
x
15
x
16
x
17
x
18
x
19
x
20a
x
D, Part Vll
Didtheorganizationreportanamountforinvestments-programrelatedinPartX,linel3,thatis5%ormore reported
Did the organization reported
in Part X, line 1 6? If"Yes,"
report an amount
in Part X, line 1 6? If"Yes,"
complete
for other assets
complete
Schedule
D, Part Vlll
in Part X, line 15, that is 5% or more of its total assets
Schedule
D, Part /X
e Did the organizationreport an amount for other liabilities in Part X,line 25? If"Yes," complete ScheduleD, Part X f
Did the organization's the organization's
12 a
or consolidated
financial
tax positions
obtain separate,
independent
statements
audited
included
and if the organization
in consolidated, answered"No"
14 a
Did the organization
maintain
Did the organization
have aggregate
revenues
or expenses
investment,
and program
service
fundraising,
15
a school described
independent
Is the organization
foreign
business,
investments
valued
Did the organization for any foreign
16
17
repof
to or for foreign
Did the organization Part IX, column
18
in section
an office,
statements
at $100,000
If"Yes,"
or more?
a footnote
complete
or agents
on Part IX, column
outside
If"Yes,"complete
D, Part X
Schedule
report a total of more than $15,000 complete
for the tax year? If
E
from grantmaking, States,
or aggregate
F, Partsland
of grants
IV
or other assistance
to or
F, Parts // and IV
complete
Schedule
of aggregate
grants
or other
F, Parts /// and IV
of expenses Schedule
.
that addresses
Schedule
States?
the United
(A), line 3, more than $5,000
If"Yes,"
(A), lines 6 and 11 e? If"Yes,"
of the United
of more than $10,000
activities
Schedule
statements
Schedule
If"Yes,"complete outside
ii
for the tax year? If "Yes," complete
financial
(A), line 3, more than $5,000
complete
individuals?
audited
170(b)(1)(A)(ii)?
employees,
report on Part IX, column
organization?
Did the organization assistance
financial
to line 12a, then completing
13
b
for the tax year include
under FIN 48 (ASC 740)? If"Yes,"
D, Parts XI and X//
Was the organization "Yes,"
separate
liability for uncertain
Did the organization Schedule
b
x
l1a
report an amount
reported
of its total assets d
for land, buildings,
for professional
fundraising
services
on
G, Part /. See instructions
Didtheorganizationrepofmorethan$15,O00totaloffundraisingeventgrossincomeandcontributionson Part Vlll,
19
lines 1 c and 8a? If"Yes,"
Did the organization If"Yes,"
20 a b 21
report more than $15,000 Schedule
G, Part ///
S,hedule
G, Part //
of gross income
, ,
,, ,,
from gaming
,, , ,
,
,
,
activities ,,
on Part Vlll,
,,,
line 9a?
, ,
Didtheorganizationoperateoneormorehospitalfacilities?/f"Yes,"comp/eteSchedu/eH If "Yes" to line 20a, did the organization Did the organization domestic
DAA
complete
complete
government
attach
report more than $5,000 on Part IX, column
a copy of its audited of grants
(A),line
financial
or other assistance
1? If "Yes,"complete
statements
Schedule
20b
to this return?
to any domestic /, Partsland
organization //
or x
21 Form
990
(:o:'i)
21215
Form 990 (2025)
'Pa"rt'lV
=
47-3225476
COCOA BEACH MAIN STREET, INC. Checklist of Required Schedules (continued)
Page 4
Yes 22
Did the organization
23
Did the organization
Part IX, column
organization's employees? 24 a
through
c
25 a
2? If "Yes," complete
current
and former complete
Schedule
directors,
/, Partsland
Schedule
trustees,
///
key employees,
bond issue with an outstanding
K. If"No,"
principal
of tax-exempt
Did the organization
maintain
account
Did the organization
other than a refunding
escrow
person during the year? If"Yes,"
period exception?
at any time during the year
Did the organization
trustee,
provide
benefit
complete
Schedule
transaction
with a disqualified
on any of the organization's
L, Partl person
key employee,
creator
or founder,
from or payables
substantial
creator
or founder,
substantial
or to a 35% controlled
persons?
If"Yes,"
complete
or former
Schedule
for applicable
officer,
or employee
an employee
contributor,
transaction
thereof,
officer,
trustee,
conditions,
key employee,
Schedule
b
A family member
of any individual
c
A 35% controlled
entity of one or more individuals
a grant selection
"Yes," complete
Schedule
or founder,
27
x
committee
(See the Schedule
or substantial
contributor?
If x
28b
x
28c
x
29
x
30
x
31
x
32
x
33
x
or IV, and Part V, line 1
34
x
Didtheorganizationhaveacontrolledentitywithinthemeaningofsection512(b)(13)?
35a
x
described
in line 28a? If"Yes,"complete and/or organizations
Schedule described
conservation
L, Part 1V
in line 28a or 28b? If
L, Part IV
Did the organization
receive
contributions
contributions?
If"Yes,"
of art, historical
complete
treasures,
Schedule
.
or other similar
assets,
Didtheorganizationliquidate,terminate,ordissolveandceaseoperations?/f"Yes,"cornp/efeSc/';iedu/eN,Parf/
32
Did the organization
sell, exchange,
complete
N, Part //
Schedule
dispose
of, or transfer
more than 25% of its net assets?
33
Did the organization
own 1 00% of an entity disregarded
as separate
sections
and 301.7701-3?
Schedule
34
Was the organization
If "Yes"
301.7701-2
related
/f"Yes,"complete
to any tax-exempt
to line 35a, did the organization
controlled Section
entity within the meaning 501(c)(3)
organizations.
or taxable
receive
of section
If"Yes,"
complete
conduct
more than 5% of its activities
as a partnership complete
for federal
Schedule
Statements Regarding Check
if Schedule
from or engage complete
Schedule
R, Part //, ///,
with a
Schedule
R, Part V, line 2
to an exempt
non-charitable
35b
R, Part V, line 2 through
an entity that is not a related
income
tax purposes?
If"Yes,"
explanations
on Schedule
to complete
Schedule
Other IRS Filings
O contains
under Regulations
in any transaction
O and provide
19? Note: All Form 990 fifers are required =PanaVia.a
complete
make any transfers
Did the organization
Did the organization
/f"Yes,"
51 2(b)(1 3)? If"Yes,"
Did the organization
related organization?
and that is treated
from the organization
If "Yes,"
R, Partl
entity?
any payment
Schedule
or qualified
M
31
38
x
key
L, Part IV
30
37
26 .
and exceptions).
creator
Didtheorganizationreceivemorethan$25,000innoncashcontributions?/f"Yes,"comp/eteSchedu/e/M
36
**
trustee,
of any of these
parties?
29
b
x
28a
"Yes," complete
35 a
25b
or 35%
director,
or family member
with one of the following
filing thresholds,
director,
or former
thereof)
x
to any current
L, Part ///
a party to a business
L, Part IV, instructions A current
contributor
entity (including
to any current
25a in a prior
prior Forms 990 or 990-EZ?
on Part X, line 5 or 22, for receivables
a grant or other assistance
member,
Was the organization
a
24d
at any time during the year?
controlledentity or family member of any of these persons? If"Yes," complete ScheduleL, Part //.
28
x
24b
.
L, Partl
report any amount
director,
in an excess
has not been reported
Schedule
officer,
employee,
24a
answerlines 24b
24c
aware that it engaged
Did the organization
27
x
501(c%4),and 50'l(c)(29) organizations. Did the organizationengage in an excess benefit
complete
or former
a temporary
23 of more than
bonds?
with a disqualified
Is the organization
If"Yes,"
bonds beyond
x
compensated
31, 2002? If "Yes,"
act as an "on behalf of' issuer for bonds outstanding
Section 501(c)(3),
amount
22 of the
go to line 25a
invest any proceeds an escrow
and highest
complete
36
x
37
x
38
x
organization
Schedule
R, Part Vl
.
O for Part Vl, lines 11 b and
O.
and Tax Compliance
a resoonse
or note
to anv
line
in this
Part V Yes
la
Enter the number
reported
in box 3 of Form 1096.
b
Enter the number
of Forms
W-2G
c
Did the organization reportable
DAA
No
on
individuals
J
Did the organization
any tax-exempt
to or for domestic
A, line 3, 4, or 5, about compensation
as of the last day of the year, that was issued after December
year, and that the transaction
26
officers,
Schedule
have a tax-exempt
24d and complete
transaction b
of grants or other assistance
answer "Yes" to Part Vll, Section
If"Yes,"
to defease d
(A),line
Did the organization $100,000
b
report more than $5,000
gaming
included
comply
with backup
(gambling)
winnings
Enter -O- if not applicable
la lb
on line 1 a. Enter -O- if not applicable
withholding
rules for reportable
to prize winners?
.
payments
to vendors
No
0 o
and x
1c Form
990
(2025)
21215
. Form 990 (2025) COCOA
' Part Va: 2a
BEACH
MAIN
Statements Regarding
Enter the number of employees
STREET,
INC.
IRS Filings
and Tax Compliance
Other
reported
on Form W-3, Transmittal
4 7 -32254
of Wage
76
If at least one is reported on line 2a, did the organization
3a b
Did the organization have unrelated business gross income of $1,000 or more during the year? If"Yes," has it filed a Form 990-T for this year? lf'7\/o" to line 3b, provide an explanation on Schedule
4a
At any time during the calendar year, did the organization
federal
have an interest
employment
tax retur.is?
in, or a signature account,
0
or other authority
or other financial
X
3a
X
over,
account)?
If "Yes,"
5a
See instructions for filing requirements for FinCEN Form li4, Report of Foreign Bank and Financial Accounts Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
b
Did any taxable party notify the organization
that it was or is a party to a prohibited
c
If "Yes" to line 5a or 5b, did the organization
file Form 8886-T?
X
4a
country
tax shelter
(FBAR).
transaction?
5a 5b 5c
Doestheorganizationhaveannualgrossreceiptsthatarenormallygreaterthan$100,000,anddidthe
organization solicit any contributions b
zb
3b
b
6a
enter the name of the foreign
5
No
1
2a
b
a financial account in a foreign country (such as a bank account, securities
Yes
and Tax
Statements, filed for the calendar year ending with or within the year covered by this return file all required
Page
(continaed)
that were not tax deductible
If "Yes," did the organization include with every solicitation
as charitable
an express
contributions?
statement
x
6a
that such contributions
or
gifts were not tax deductible? 7
0rganizationsthatmayreceivedeductiblecontributionsundersection170(c).
a
Did the organization receive a payment and services
b c
provided
in excess
of $75 made partly as a contribution
and partly for goods
to the payor?
If "Yes," did the organization notify the donor of the value of the goods or services provided? Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?
aaI 7d I
d If"Yes,"indicate thenumberof Forms8282 filed during the year e
Did the organization receive any funds, directly or indirectly,
to pay premiums
f
Did the organization, during the year, pay premiums,
directly
or indirectly,
g
If the organization received a contribution
of qualified
intellectual
h
If the organization received a contribution
of cars, boats, airplanes,
8
Sponsoring organizations maintaining
donor
9
Sponsoring
a
Did the sponsoring
organization
make any taxable
distributions
b
Did the sponsoring organization
make a distribution
to a donor, donor advisor,
sponsoring
10
Section
organization
have excess
organizations
501(c)(7)
business
maintaining
organizations.
advised holdings
donor
on a personal
property,
funds.
on a personal
did the organization
fund maintained
income
b
Gross income from other sources.
12 a
Section 4947(a)(1) non-exempt
8
funds. under section
4966? or related
person?
Enter:
organizations.
from members
included
on Part Vlll,
line 12
"I Oa 10b
Enter:
or shareholders
lla
(Do not net amounts
due or paid to other sources
against amounts due or received from them.) charitable
1 "I b trusts.
Is the organization
filing Form 990 in lieu of Form 1041 ?
b If "Yes,"entertheamountof tax-exempt interest received or accrued during the year 13
... . ... . ..
a
Section 501(c%29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state?
b
Note: See the instructions for additional information the organization must report on Schedule Enter the amount of reserves the organization is required to maintain by the states in which
c
14 a b 15
the organization
is licensed
Enter the amount
of reserves
health
I 12b j ' 13a
O.
plans
13b
on hand
13c for indoor tanning
services
x
during the tax year?
If"Yes,"hasitfiledaForm720toreportthesepayments?/f'7\/o,"provideanexp/anationon&'hedu/e0
Is the organization subject to the section 4960 tax on payment(s) parachute
payment(s)
If "Yes," see the instructions
during
complete
of more than $1,000,000
in remuneration
or
the year?
and file Form 4720,
Is the organization an educational institution If "Yes,"
17
to issue qualified
Did the organization receive any payments
excess
16
file a Form 1098-C? by the
at any time during the year?
advised
Initiation fees and capital contributions
Gross
file Form 8899 as required?
Did a donor advised
Gross receipts, included on Form 990, Part Vlll, line 12, for public use of club facilities Section 501(c%l2)
contract?
contract?
did the organization
a
a
benefit
or other vehicles,
b 11
benefit
Form 4720, Schedule
Schedule
subject
15
x
te
X
N.
to the section
4968 excise
tax on net investment
income?
O.
Section50l(c)(21)organizations.Didthetrust,oranydisqualifiedorotherperson,engageinanyactivities
that would result in the imposition If "Yes,"
complete
of an excise
tax under section
4951, 4952, or 4953?
,
17
Form 6069. Form
DAA
990
(2025)
21215
COCOA
Form990(2025)
BEACH
-pQjl'-V1..;3 Governancey
Section
MAIN
STREET,
INC.
Management, and Disclosure.
response
to line 8a, 8b, or 10b below,
Check
O contains
if Schedule
A. Governing
Body
describe
a response
47-3225476
Foreach
to lines 2 through 7b below, and fora '7S/o"
"Yes"response
the circumstances,
processes,
Paqe 6
orchanges
on Schedule
O. See instructions.
n
or note to any line in this Part Vl
Management
and
Yes la
Enterthenumberofvotingmembersofthegoverningbodyattheendofthetaxyear If there are material if the governing committee,
b 2
in voting
explain
on Schedule
Did any officer,
trustee,
director,
Did the organization supervision
of officers,
included
have a family
directors,
over management
trustees,
Did the organization
make any significant
5
Did the organization
become
have members
or stockholders?
Did the organization
have members,
stockholders,
8
of the governing decisions
or persons
relationship
with 2
x
or other person?
3
x
since the prior Form 990 was filed?.
4
x
5
x
6
x
performed
diversion
or other persons
by or under the direct
company
documents
aware during the year of a significant
Did the organization
stockholders,
5
body, or
or a business
to a management
to its governing
7a
Are any governance
relationship
duties customarily
or key employees changes
6
b
tb
of the organization's
assets?
who had the power to elect or appoint x
body?
of the organization
reserved
other than the governing
to (or subject
to approval
by) members,
l:..77a, x
body?
Didtheorganizationcontemporaneouslydocumentthemeetingsheldorwrittenactionsundertakenduringtheyearbythefollowing: a
The governing
b
body?
Each committee
9
with authority
Is there any officer, the organization's
Section
director, mailing
B. Policies
to act on behalf of the governing trustee,
or key employee
address?
If"Yes,"
(This Section
provide
B requests
body?
listed in Part Vll, Section the names
and addresses
information
A, who cannot on Schedule
about policies
be reached
8a
X
ab
X
at x
9
O.
not required
bv the Internal
Revenue
Code.) Yes
10a
Did the organization
b
lla
have local chapters,
If "Yes,"
did the organization
affiliates,
and branches
branches,
or affiliates?
policies
and procedures
governing
their operations
are consistent
with the organization's
have written
to ensure
the activities
b
Describe
on Schedule
Did the organization
O the process, have a written
policy?
of such chapters, exempt
purposes?,
10b
, , ..
Didtheorganizationregularlyandconsistentlymonitorandenforcecompliancewiththepolicy?/f"Yes,"
Did the organization
required
go to line 13
Were officers,
13
and key employees
to disclose
annually
whistleblower
Did the organization
Didtheprocessfordeterminingcompensationofthefollowingpersonsincludeareviewandapprovalby persons,
The organization's
b
Other officers
document
comparability
CEO, Executive
or key employees
Did the organization with a taxable
b
substantiation official
or top management
the process
invest in, contribute
assets
on Schedule
participation
arrangements
in joint venture exempt
a written
status with respect
policy or procedure
x
12b
under applicable
13
x
14
x
15a
x
15b
x
16a
x
and decision?
in a joint venture
or similar
arrangement
requiring
federal
the organization
to evaluate
tax law, and take steps to safeguard
its the 16b
to such arranqements?
C. Disclosure
ListthestateswithwhichacopyofthisForm990isrequiredtobefiled Section
6104 requires
an organization
NONE
to make its Forms 1023 (1024 or 1024-A,
(3)s only) available
for public inspection.
€ Own website
€ Another's website @ Upon request
Describe
on Schedule
and financial
0 whether
statements
State the name,
ESTER
DARRETTA
COCOA
BEACH
DA/)i
12a
O. See instructions.
to, or participate
18
20
of the deliberation
entity during the year?
17
19
policy?
data, and contemporaneous
follow
Section
and destruction
Director,
If "Yes," did the organization
orqanization's
retention
of the organization
If "Yes" to line 1 5a or 1 5b, describe 16 a
that could give rise to conflicts?
policy?
15
independent
have a written
x
12c
14
a
interests
O how this was done have a written
11a
to review this Form 990.
lf'7\/o,"
c
on Schedule
or trustees,
of interest
b
describe
directors,
if any, used by the organization
conflict
No x
10a
HastheorganizationprovidedacompletecopyofthisForm990toallmembersofitsgoverningbodybeforefilingtheform?
1 2a
No
or similar
or key employee?
control
4
one or more members
of the governing committee
on line 1 a, above, who are independent
or key employee
trustee,
delegate
members
to an executive
5
O.
of voting members
director,
rights among
broad authority
Enter the number
any other officer, 3
differences
body delegated
tg
address,
available
Indicate
how you made these
€
(and if so, how) the organization
available.
if applicable), Check
990, and 990-T (section
501(c)
all that apply.
Other (explain on Schedule O)
made its governing
documents,
conflict
of interest
policy,
to the public during the tax year.
and telephone
number
of the person who possesses 29
N
ORLANDO
the organization's
books and records.
AVE FL
32931
916-805-4440 Form
990
(2025)
21215
, Form 990 (2025) Part Vlla
Section
A.
la Complete organization's
COCOA
Compensation Independent
BEACH
MAIN
of Officers, Contractors
Check
if Schedule
Officers,
Directors,
O contains Trustees,
this table for all persons tax year.
STREET,
INC.
Directors, a response
or
Key Employees,
required
47-3225476
Trustees,
Key
note to any
and Highest
line
*
List all of the organization's
current
key employees,
if any. See the instructions
Employees,
and
,
Employees
for the calendar
* List all of the organization's current officers, directors, trustees (whether individuals compensation. Enter -O- in columns (D), (E), and (F) if no compensation was paid.
Compensated
this Part Vll
in
Compensated
to be listed. Report compensation
Page 7
Highest
Employees,
year ending
or organizations),
for definition
with or within the
regardless
of amount
of
of "key employee."
List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1 099-MISC, and/or box 1 of Form 1 099-NEC) of more than $100,000 from the organization and any related organizations. *
* List all of the organization's former officers, key employees, and highest compensated $100,000 of reportable compensation from the organization and any related organizations.
employees
who received
@ List all of the organization's former directors or trustees that received, in the capacity as a former director organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above.
more than
or trustee
of the
[XCheckthisboxifneithertheorganizationnoran)'relatedorganizationcompensatedanycurrentofficer,director,ortrustee.
' (A) Name
(C) Position
(B)
and title
(do not check
Average
box,
hours
hours
for
related organizations
Q5 a a -< (Da
-
(t)LAYNE
an
5u !!!
(D tti
? ai ai
;t= ai ai 3 'O o tti ai
-0 (D
<ill o
(E) Reportable
compensation
compensation
from
33_ o
"O=r
(D) Reportable
El ai
from
the
organization 1099-MISC/
1099-MISC/
1099-NEC)
1099-NEC)
amount
of other
related
organizations
(W-2/
(F) Estimated
compensation from
(W-2/
the
Organization related
and
organizations
(08 El co
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0.00 0 . 00
x
o
01
o
3.00 0.00
x
o
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o
0.00 0.00
x
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x
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o
KASS
SECRETARY (4)MICHEI,LE
one
GLAS
PRESIDENT (3)LAURA
than is both
ALVAREZ
TREASURER (2)BRET
line)
o 3
no,C_.,,o
below dotted
more
person
off cer and a director/trustee)
per week (list any
unless
OGDEN
0.00 VP
0.00
(5)
(6)
(7)
(8)
(9)
(10)
(11 )
Form DAA
990
(2025)
21215
COCOA
Form990(2025)
.ap,i%;'\711<
BEACH
MAIN
STREET,
INC.
47-3225476
Page 8
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensatec Employees (continued) (C) Position (A)
Name
(B)
and title
(do not check
Average
box, unless
hours per week
for
g,O c, ?
related organizations below dotted
FE
line)
one
(D)
(E)
an
Reportable
Reportable
compensation
compensation
and a d'recto.1trustee) 7% m
o #i 0 to
-:I
C, 5 a -a -( (Da
(list any hours
off'cer
I
than is both
more
person
al
m B 'o o
U
ai
o
(DI El(E' n=r -0 (D '-(C" to-'k (p()o
from
Tl o
from
the
organization
El ai
1099-MISC/
1099-MISC/
1099-NEC)
1099-NEC)
amount
of other compensation
related
organizations
(W-2/
(F) Estimated
from
(W-2/
the
organization related
and
organizations
g y
ai ai
a
(12)
(13)
(14)
(15)
(1 6)
(17)
(18)
I
(19)
lb
Subtotal,,,
c
Total
from
,
d
Total
(add lines
,,
,
continuation
*a
sheets
****
.
to Part Vll, Section
A
,,,
,,,,
, ,,,
lb and lc)
2
Total number of individuals (including but not limited to those reportable compensation from the organization 0
listed above)
who received
3
Did the organization
key employee,
or highest
more than $100,000
of Yes
list any former
officer,
director,
trustee,
employee on line I a? If"Yes," complete Schedule J for such individual. 4
5
for services
DAA
and related
Did any person
Section
2
**
*i
*i*
**
i*iii
3
x
4
x
.
Foranyindividuallistedonline1a,isthesumofreportablecompensationandothercompensationfromthe organization individual
1
**
No
compensated
greater
listed on line 1 a receive
rendered
B. Independent
organizations
to the organization?
than $150,000?
If"Yes,"complete
or accrue
compensation
If"Yes,"
complete
Schedule
from any unrelated
Schedule
J forsuch
organization
:':i.I.a
or individual
;(()l'..
x
5
J for such person
Contractors
Completethistableforyourfivehighestcompensatedindependentcontractorsthatreceivedmorethan$100,000of compensation from the organization. Reoort comoensation for the calendar vear endina (A) Nameandbusinessaddress
Total number of independent received more than $100,000
contractors (including but not limited to those of compensation from the organization
listed above)
with or within the orqanization's (B) Descriptionof services
tax vear. (C) Compensation
who 0 Form
990
(2025:
21215
, Form990(2025)
COCOA
Pare dlll
BEACH
MAIN
STREET,
INC.
47-3225476
Check
if Schedule
O contains
a response
or note to any line in this Part Vlll (B) Related or exempt function revenue
(A) Total revenue
I .;..l..,
la
Federated
c
Fundraising
d
Related
la
. . .
ii
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ld
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All other contributions,
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and similar amounts not included above
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PROGRAM
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h Total.
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9
Page
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167
167
,580
167
, 580
,580
b c d e f
All
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g Total. 3
program
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.
.
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Add lines 2a-2f
Investment other
income
similar
4
Income
5
Royalties
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interest,
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..
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....
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bond
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lc). See Part IV, line 18
-
'"
,,
of contributions repot'ted on line
b
,+';<.
.a:( l II l:::( lii
8a
(not including
,
'T'-' "
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a
inventory Business Code
..,l,lla."11,:',..":':l,"<Ill')':'..ala'a"'a;ia'),(:illll"'""":,,:.a.la."';."'
l1a b c
d All other revenue e
Total.
Add
lines
, 11 a-1
1 d
262,524
11
o
167 Form
DAA
990
58( (2025)
21215
, Form990(2025)
COCOA
aPartiX.a Section
BEACH
Statement
501(c)(3)
Do not include
MAIN
of Functional
and 501(c)(4)
organizations
Check
if Schedule
amounts
reported
O contains
STREET,
47-3225476
INC.
Page 10
Expenses must comolete
a// columns.
All other omanizations
must comolete
column
(A).
a resi
-X (A) Total expenses
on lines 6b, 7b,
8b, 9b, and 10b of Part V///.
and
(D) Fundraising
expenses
expenses
(C) Management
(B) Program service expenses
general , -'
1
,, ,, I l . } . .% , . I , . ,. , a ' " " i } -a'a1{tl' a s" ..-'" i %.'a.. i i " '4" = 0 I =i.i' " ' " '-.s.' 'i a . .;.' : ' " ... 'a' X, ii . , 0 I r, , , , a, j, . I ,-. , ., _. I . .."'" " I' i a.."" a"t " "'; ." "" " aa a ' " " ' " a' 0. ..1' % i " " ' .= iaa " ) ., . .. ii . , a. 1. . .. - . .
":
,,,
Grantsandotherassistanceto domesticorganizations anddomesticgovernments.SeePartIV, line21
2
Grants
and other assistance
'Ji .
'
to domestic
.,
individuals. 3
}
""
;
: .
"
'
(i, } "J " "" ' ,"'," ' ,.
}'"a .a',.. ; I y .'-a ':a',
a"' )-"1sl'i.'
..
"
l:.
Compensation
of current
officers,
"."
..
:
' ;
'
a
-
-
l:
. : "
" '
paid to or for members
trustees,
"
"
foreign individuals. See Part IV, lines 15 and 16 Benefits
'
. . =.,7.." y.% li .;-} ' - )( - -" , ; '- " = , -$=-"" "- i a-' , - -" - - =" .1 " ' . ' " " "" " " " '" li "a " ' " "" ' :Ai l ' j" , . ;" 'Y":. -l " i' &.':' ) I a l( -' ""'a"'i:':"4""..ta9':'a'*:;"aa':';',:'a "'";'::'s:""' . ..0 .V' . . . # .=a} '.1.. " -- I ... ' .. " - .a ... .. l ,l,;,,l,});.al4.iAl;,'.lp 4. }" i l :.. " ..... I' - .,,#). ," i : ..: = - ii ,. . . . I
6
"
"
Grants and other assistance to foreign "
5
' %'l.'
a1
=
l-
See Part IV, line 22
organizations, foreign governments, and
4
' a'-"
- " I .
= "
'N i
v.}..::':l:.(...'.::,l-: .ii. '.1: I....."'a a.:' ,l
directors,
and key employees
Compensation not included above to disqualified persons (as defined under section 4958(f)(1 )) and persons described in section 4958(c)(3)(B)
7 8
0ther
salaries
and wages
77 , 600
23,280
54 , 320
5 , 222
1,
3 , 655
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
9 10
0ther
employee
benefits
Payrolltaxes
1l
567
Feesforservices(nonemployees): a
Management
b
Legal
c
Accounting
d
Lobbying
e
Professionalfundraising services. See Part IV, line 17
f
Investment
g
Other.(lfline11gamountexceeds10%ofline25,column
management
)it
Advertising
13
0ffice
14
Information
15
Royalties 0ccupancy
17
Travel
18
( '
J
<
'[
%'
%
+
-
% ' >
S.
r
,
: _ 1
,
{
fees
24 , 756 8 , 13Ei
and promotion
10,356 7 , 080 4,244
14 , 400 1, 058 4,244
8,488
expenses
16
+
'a
(A), amount,listline1% expenseson ScheduleO.) 12
6,408
6,408
technology
1,267 5 , 600
1,
253
014
5 , 600
Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences,
conventions,
and meetings
Interest Payments
to affiliates
Depreciation,
depletion,
and amortization
Insurance Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule O.) a
COS
b
ENTERTAnWNT
c
CITY
d
SUPPIilES
e
. ) ' l,' ' .." . 0 - . =l a . ..." '.' - ... ha . . . . - - '.(., : -.. a .,i-,, a. .. ) . aa, ha . =. 10' s. ( . , . ;.,: - . ' a.: !4,Sa)al'. ;.: jAl'-t 'l Q<" € ;.'+%...,aa.,I .; i{; " 'iO;a;:i '..),:- 'rjz'i i V, % , & I 1 * .} 1 'j i r r
_. :l
,
1, ;
X ' ,: % ' i "
,
f , I 4 %-'a '
Total functional expenses. Add lines1 through24e Joint costs. Complete this line only if the organization reported in column (B) joint costs
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l
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'-'a. -I ',' ;.'";- ' - %h- ,}. ' +. -[" .a4.. 0 ' -, >a.. ;., ' " ( .'' !I4"i -;- , aa.,'" .."'.._--' ;.."a, , ,.%)e <,%,%,%."yw;7i"1,3,at:,f;l: ,* V7.a! -'i " '('a a( :'.' . :a- 'a a a a.' -'t4a *,s .. .,*! ,a. '!<l , 0% ,.. I. -. . . I 0 . . . ,l . A' l .' * _.,, :4tA,.a' I,,,""-a;*, ,.,,X, 4,. _ % . V0""''':;,.(.,:.,.-1.11,, ' 0 ai, ,a)fr:::a. *a'l!.:': :: a>,00 10.:.ia :::) :z,a:), :a ; :, ,: a;:-:. Ia:"i;.= .: }, 'a" ' "" ' " a"" 'a" " a J "'a-a"' "-+,l.'i;,
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ffruonmdraa.lScglnmg bsiOnlelcdltaetdlouncitCiohneaclkchaemrepaigffindlf following SOP 98-2 (ASC 958-720) DAA
Form
990
(2025)
21215
COCOA
Form990(2025)
,JPaJ-% ,::
Balance Check
BEACH
MAIN
STREET,
47-3225476
INC.
Page Il
Sheet
if Schedule
O contains
a resoonse
or note to anv line in this Part X (B)
(A) Beginning 1
Cash-non-interest-bearing
2
Savings
75 , 512
and temporary
3 ii
.
.
.
ii**
ii
.
ii
ii*
Accounts
5
Loans and other receivables key employee,
from any current
creator
Loans and other receivables under section
i*i
iiiiiii
net
or founder,
or former
substantial
officer,
from other disqualified
4958(f)(1 )), and persons
7
Notes and loans receivable,
8
Inventories
9
Prepaid
described
. ,j 0 . " " :l. ' " ' . l ., " a ,.,_i0. 'a,., . .t;. , _:::: I . la.{11 } } % :, , i'ttl " ' i"'t::: :.:t:.,-l.. ; ,,,:,a. '- "' a'a' . .0" ""
-{.',:6.,' -l!
director,
contributor,
)
or 35%
controlledentityor familymemberof anyof thesepersons. . 6
.
4
4
trustee,
ii
iiii
.,.}.
.
.
.
-"."'
a
persons
(as defined 4958(c)(3)(B)
.
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7
net
8
for sale or use
expenses
and deferred
25
charges
9
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10a
Land, buildings,
and equipment:
basis. Complete b
1l 12
cost or other
Part Vl of Schedule
Less: accumulated
D
15 16
0ther
assets.
Total
.
**iia
.
i
.
20
Tax-exempt
21
Escrow
ai
iii
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ia
iiiiii
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ii
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16
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1,429
17
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.
18
iiiii
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14,536
9,868
'ig
bond liabilities
20
account
Loans and other payables
. . .
13
iii
liability.
Complete
Part IV of Schedule
21
D -
22
,:il:.a:"::':i"l':':' ,.::' :'I':.. :.i.. .. . %:: 1,1:.. 3 , 772
..:.:"
i
revenue
or custodial
..' I : -
15
Add lines 1 through
ii
I
12
*i**ii*i
17 Accountspayableandaccruedexpenses 18 Grantspayable . Deferred
l:':
See Part IV, line 11
.
" ' '
See Part IV, line 11
assets.
19
(
3 , 772
ii
13 Investments-program-related. SeePartIV,line11 14 Intangibleassets ***i
-
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****
3
'l Oa
'
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securities.
'%:'.';
."
s "
depreciation
Investments-other
93,366
I 2
cash investments
3 Pledgesandgrantsreceivable, net receivable,
End of year
of year
to any current
or former
officer,
l
l
%'-
director,
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trustee,
key employee,
creator
or founder,
substantial
contributor,
or 35%
l'
ii
i*
*i
25
0ther
liabilities
parties,
of Schedule 26
Total
(including
and other liabilities
federal
income
not included
tax, payables
iii
*ii
w'
:a'
t
i ':'
a'{"
a'Y
%_
&'
"
ii
iii
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ia
.
Organizations
that follow lines
iii*i
Complete
Part X
here
without
28
Net assets with donor restrictions
[X
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29 through
11
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.
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31
32
Total net assets or fund balances
62,614
32
84,071
Total liabilities
79,309
33
97 ,138
balances
"
29
Retained
and net assets/fund
a.
" ' - =. " I ' .,
.
.
or other funds
.
. .
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.
.
.
.
Form
DAA
-
84,071 .
%t.,,I}%'v'J)'tit,%-itii 41i,oof
funds
accumulated
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33
endowment,
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30 Paid-inor capitalsurplus,or land,building,or equipment fund z
0
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33. or current
' (
donor restrictions
stock or trust principal,
earnings,
-'l l
OrganizationsthatdonotfollowFASBASC958,checkhere @ lines
13,067
26
. )i
"
Net assets
25
16,695
27, 28, 32, and 33.
27
"
24
iiiiiii
.
FASB ASC 95s, check
.
to related third
on lines 17-24).
25
'.{.i"
.
730 Add lines 17 through
and complete
and complete
-
23 .
D
liabilities.
"
ii*
%
29
-':
22
controlledentityor familymemberof anyof thesepersons__ . 23 Securedmortgages andnotespayableto unrelatedthirdparties___ . . 24 Unsecured notesandloanspayableto unrelatedthirdparties . .
990
(2025)
21215
COCOA BEACH MAIN STREET, ,, Part XI,a::' Reconciliation of Net Assets Check Total revenue
1 2
Total expenses
3
Revenue
if Schedule
Net assets
5
Net unrealized
6
Donated
7
Investment
8
Prior period adjustments
g
Other changes
Subtract
or fund balances
services
or note
to any
line in this
Page 12
Part XI
(A), line 12)
1
(A), line 25)
2 3
line 2 from line 1
at beginning
gains (losses)
of year (must equal Part X, line 32, column
4
(A))
32, column
6
and use of facilities
7 8
in net assets
or fund balances
(explain
at end of year. Combine
9
on Schedule
O)
lines 3 through
9 (must equal Part X,
84,071
10
(B))
Financial Check
262 , 524 241,067 21,457 62,614
5
on investments
expenses
Net assets or fund balances
Part Xll
a response
(must equal Part IX, column
less expenses.
4
10
O contains
(must equal Part Vlll, column
47-3225476
INC.
Form990(2025)
Statements
if Schedule
and Reporting
O contains
a response
or note
to any
line
in this
Part
Xll Yes
1
@ Accrual
Accountingmethodusedto preparethe Form990:
[X Cash
If the organization
from a prior year or checked
Schedule
changed
its method
of accounting
€
Other
"Other,"
explain
on
O.
2 a Were the organization's
financial
statements
compiled
or reviewed
by an independent
x
2a
accountant?
.. .::,,
b
If "Yes,"
check a box below to indicate
reviewed
on a separate
whether
basis, consolidated
the financial
for the year were compiled
@ Separate basis @ Consolidatedbasis
@ Bothconsolidatedandseparatebasis
Were the organization's
by an independent
financial
statements
If "Yes,"
check a box below to indicate
separate
basis, consolidated
audited
whether
the financial
statements
g
for the year were audited
on a
the audit, review,
or compilation
statements
If the organization
changed
of its financial
either its oversight
process
that assumes
and selection
or selection
responsibility
of an independent
process
for oversight
of 2c
accountant?
during the tax year, explain
on
O. award, was the organization
Uniform
Guidance,
2 C.F.R.
If "Yes,"
did the organization
required
audit or audits,
Part 200, Subpart undergo
explain
required
to undergo
an audit or audits as set forth in the 3a
F?
the required
audit or audits?
If the organization
did not undergo
why on Schedule
O and describe
any steps taken to undergo
the
such audits
.
3b For:n
DAA
x
2b
accountant?
Bothconsolidatedand separatebasis
have a committee
Schedule
or
basis, or both.
If "Yes" to line 2a or 2b, does the organization
3 a As a result of a federal
b
statements
' 1.
basis, or both.
@ Separate basis @ Consolidatedbasis c
No
990
(2025)
21215
SCHEDULE (Form 990) Department Internal
Name
Public
A
Charity
of the
and
Support
Public
OMB
Attach
Service
to Form
Go to wvtw.irs.gov/Form990
990 or Form
for instructions
NO
545-0047
2025
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
of the Treasury
Revenue
Status
990-EZ. and the latest
information. Employer identificat on number
organization
COCOA
' Partf""
Reason
The organization
is not a private
BEACH
for Public
Charity
foundation
MAIN
STREET,
Status.
(All organizations
because
47-3225476
INC.
it is: (For lines 1 through
must complete
this part:) See
1
Achurch,conventionofchurches,orassociationofchurchesdescribedinsectionl70(b)(1)(A)(i).
2
A school described in section 170(b%l)(A)(ii).
3
A hospital
4
Amedicalresearchorganizationoperatedinconjunctionwithahospitaldescribedinsection170(b)(1)(A)(iii).Enterthehospital'sname,
or a cooperative
hospital
service
instructions.
12, check only one box.)
(Attach Schedule E (Form 990).) organization
described
in section
170(b)(1)(A)(iii).
city, and state:
g
5
An organization
operated
section
170(b)(1)(A)(iv).
described
in section
or university
for the benefit (Complete
170(b)(1)(A)(vi),
or a non-land-grant
of a college
or university
owned or operated
by a governmental
unit described
in
Enter the name, city, and state of the college
or
Part II.
(Complete
college
Part II.
of agriculture
(see instructions).
university:
Q
10
An organization receipts
that normally
from activities
receives
related
(1) more than 33 1/3% of its support
to its exempt
functions,
subject
to certain
support from gross investment income and unrelated business acquired by the organization after June 30, 1975. See section
1l
from contributions,
exceptions;
membership
fees, and gross
and (2) no more than 33 1/3%
of its
taxable income (less section 511 tax) from businesses 509(a)(2). (Complete Part Ill
i i An organization organized and operated exclusively to test for public safety. See section 509(a)(4)
g An organization
12
organized
one or more publicly
and operated
supported
the box on lines 12a through
a
supporting
organization(s)
l l Type Ill functionally
complete
II
of the supporting
the functions
or section
organization
of, or to carry out the purposes
509(a)(2).
and complete
See section
509(a)(3),
of
Check
lines 12e, 12f, and 12g.
appoint
or elect a majority
Part IV, Sections
of the directors
or trustees
of the
A and B.
requirement
organization
vested
Part IV, Sections
in the same persons
that control
or manage
the supported
A and C.
integrated. A supporting organization operated in connection with, and functionally integrated with,
Type Ill non-functionally
lJ
complete
organization(s)
that is not functionally
(see instructions).
You must
complete
Part IV, Sections
A, D, and E.
integrated. A supporting organization operated in connection with its supported organization(s)
integrated.
(see instructions).
The organization You must
must generally
complete
satisfy
Part IV, Sections
a distribution
requirement
and an attentiveness
A and D, and Part V.
Check this box if the organization received a written determination from the IRS that it is a Type 1,Type II, Type Ill functionally
integrated,
f
Enter the number
g
Provide the following
(i) Name
509(a)(1)
the type of supporting
the power to regularly
You must
You must
its supported
e
of, to perform
in section
i i Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having organization(s).
d
12d that describes
organization.
c ontrol or management
c
for the benefit
described
l l Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported
b
exclusively
organizations
or Type Ill non-functionally
of supported information
of supported
(ii)
integrated
supporting
organization.
ffl
organizations about tte supported
EIN
(iii)
organization
organization(s)
Type
of organization
(described
on lines 1-40
above
instructions))
(see
(iv) Is theorganization listedin yourgoverning documen(? Yes
(v) Amount support
of monetary
(vi) Amount
of
(see
other support
(see
instructions)
instructions)
No
(A)
(B)
(C)
(D)
(E) # 4'- a.!
Total For Paperwork
DAA
o'g: l
Reducticn
il% . -.
- . ' ."
#
' , i,
'a . a '.. . , ,, -} T
a. ,...ii,.,,
y} A .).j 1,a,),"y,,".y,Y'st.":',>al,'toa;,a"::-""a')"':;':'oaa'a,"':'a:"'af:a':'a"a;:: 'li'.:;.::";"':"':':'a..ll'a"' .. ' . ..-
..a "[" -a 'a",., '.;:" 2a i .j iS ;. ,_
.
"
Act Notice, see the Instructions
l
-
for Form 990 or 990-EZ.
Schedule A (Form 990) 2025
21215
COCOA
ScheduleA(Form990)2025
Part-jjy'
BEACH
MAIN
STREET,
INC.
47-3225476
Page 2
SupportSchedulefor0rganizationsDescribedinSections170(b)(1)(A)(iv)andl70(b%l)(A%vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify Part Ill. If the organization fails to qualify under the tests listed below, please complete Part Ill.) Section A. Public Support Calendaryear (or fiscal year beginning in) (e) 2025 (a) 2021 (b) 2022 (c) 2023 (d) 2024 1
2
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") Tax revenues
38
901
8 , 206
50,184
under
(f) Total
127 , 451
88 , 877
313 , 619
127 , 451
88 , 877
313
levied for the
organization's benefit and either paid to or expended on its behalf 3
The value of services or facilities furnished by a governmental unit to the organization without charge
4
Total.
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)
Add lines 1 through
3
38 , 901
8,206 ' % ." a" "'; }" : %' ""
6
Public support,
Section Calendar
s
i'
h
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'4 'i;:;..at:3'a.(lj'a.Jll,,l"!'a'+..-..,.la':l.k';l"'..Q('a'aa"'z'i:.::..lA"'5.:,";""':14,';'..l,:"';1,la'a3... a '€:> -?x ' !:ibJ.t'V.::i:!'."'.,'if84.+r,. "i;-'(:1,1';1,4;711,".;,. _::: ,,:,Q. € :,".: - :,;f.ll::l,'AlliI'i.a:al" :nil ; J.a'.%f ':.i.,aJta:+'* :.;}rl+. lad: .i .(.1, , :i
:!-.
I
:.
,.
, . .
ia0 ' .. " a -='. o'" a:' 21. a " . 4
! :'
"
' -
i4
'
'..0::.d'l'.."....
l
::{
i
a'f,ll'ar}.,'<ia=a'if%'lJ+;-'.a..,'i':.,.,'a 4 """"':."")ll'i';".)i':i"'):"i,.l'a'< .. ,a:U()}l';T',{;, .," "l.,@<.;a< ( " .. '.'.' - ',i [ l.'. 'T : ' 6. aak % a ' lad: " 'a. ' i -y ( ai. a..,l( ,, ,'l,, II', %, a; s . ,'. ,, -..;a,i''b.t) : . t ," _.. # ,l , . . . . ' ( .l,! 0 , . . ii .. , .. 0.
:,"""' a'i ":..:i' ::..!'.l'a"""", J::l".,.:l':':'+'151J; :':',':'If.: l,""""a""""' .,II :'G' I ,:-. " ,,'.:.',,. . . ':,l':It,.,a"'V!:l,,l'-*a.':11r,.lll%;1,la,11:II:a:;(Wl,,';(7a.;...),,.,'::,:,(;l:.':_.lal:,a&llJ:("'.j
in)
(a) 2021
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources
9
Net income from unrelated business activities, whether or not the business
from line 4
carried
income.
(b) 2022
38 , 901
313 , 619
(f) Total
127 , 451
88 , 877
313 , 619
150,926 ::.,_i ."...'a) '"'i:,<%l,)f A.0",'l ,1';:."::'::o a"
172 , 400
323 , 326
12
307 , 938
50,184
gain or .. }
support.
(e) 2025
(d) 2024
(c) 2023
8,206
on
Do not include
loss from the sale of capital assets (Explain in Part Vl.) . .. ... .... .. I I
Total
12
Grossreceiptsfromrelatedactivities,etc.
13
(' }, ,.(t .t- '4 1}:AJ .i , i" ,.,..," ,4 ' l.., -1%:;.'-I..IY,",I i , . . (_. :a ." ... . 7 . . ., . li. i ..:I - , ,, ' l :: ;a. = ..,"' = " ' 4' . ' a ' "} 1, " =) -' "..;I'. . - ii ""-. ... a = .. '.- Y la ..
619
;..:i'
Support
year (or fiscal year beginning
is regularly
50,184 "'.
/'t
I
Amounts
0ther
sl
-
7
10
=
<><
Subtract line 5 from line 4
B. Total
" " " -;A
.'s ,+< :4;'J ,,kyi+.-4;;$J7:j;,y 'la.":".2Q!Th"l'la!j(4" t'>;(:':' .."a{'!" I': ":,t'(-*sE>_o';laaois,J .i,"' ;,(,%ll,,,a.lia7,51f ia. i %;;Xi'..'C".i:,. r I #"- i! 4J4' M . _ * :;.a':;a:I::i'.'a,+ "A!',a' ' a3)s:,:A(1::i, 'a' r(_ll%!>' at -} "' " aa a;"" . .... 0 ,. .a (' } ii i! tr & ,t :%_ + ks; ! ;, r; tS ':.a,l. :"_ ;..'"9::.,a'. :'(,.a!.t:lll'l;(":/. '.::,. o"*_ o+"5;x ! '%+-:k" ' :l " ' (q j _
Add lines 7 through
%
10
% i*,,=-.!A" .'F.j:,,z'j).,a';a;.a':)'.',',i4:>Gt+'-,?.::f<.,J'.71,' a+,'J"9( I +;(,/' 1,*_,(_*=&
.>
I -'S l +s'a
,,+
(
636,945
First5years.lftheForm990isfortheorganization'sfirst,second,third,fourth,orfifthtaxyearasasection50l(c)(3) orqanization,
Section
check this box and stop
C. Computation
here
of Public
Support
Percentage
14
Publicsupportpercentagefor2025(line6,column(f),dividedbyline11,column(f))
14
49.24%
15
Public support
percentage
15
59.82
16 a
33 '1/3% support
test
box and stop b
17 a
-
from 2024 Schedule 2025. If the organization
here. The organization
-
A, Part II, line 14
qualifies
33 1/3% support
test
this box and stop
here. The organization
as a publicly
2024. If the organization
10%-facts-and-circumstances
test -
1 0% or more, and if the organization Part Vl how the organization
qualifies
o/o
did not check the box on line 13, and line 14 is 33 1/3o/o or more, check this supported
organization
did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check as a publicly
2025. If the organization
supported
meets the facts-and-circumstances
meets the facts-and-circumstances
organization
did not check
a box on line 13, 16a, or 16b, and line '14 is
test, check this box and stop
test. The organization
qualifies
here.
as a publicly
Explain
in
supported
organization b
10%-facts-and-circumstances 15 iS 10% Or morei
test -
2024.
and if [he organizaion
in Part Vl how the organization
meets
If the organization
did not check
MEETS he facts-and-circumstances
the facts-and-circumstances
a box on line 13, 16a, 16b, or 17a, and line test, check this box and stop
test. The organization
qualifies
here.
as a publicly
Explain
supported
organization 18
Private
foundation.
If the organization
did not check
a box on line 13, 1 6a, 1 6b, 1 7a, or 1 7b, check this box and see
instructions Schedule A (Form 990) 2025
DAA
21215
COCOA
ScheduleA(Form990)2025
BEACH
MAIN
STREET,
47-3225476
INC.
Page3
:,p@nai*Li SupportSchedulefor0rganizationsDescribedinSection509(a%2) (Complete only if you checked the box on line 10 of Part I or if the organization If the organization fails to qualify under the tests listed below, please complete A. Public Support
Section
Calendar year (or fiscal year beginning
in)
(a) 2021
(b) 2022
failed to qualify Part II.)
(e) 2025
(d) 2024
(c) 2023
under Part II.
(f) Total
Gifls,grants, contributions, andmembership fees
I
received.(Donot includeany"unusualgrants.") 2
Grossreceiptsfrom admissions, merchandise soldor services performed, or facilities furnishedin any activitythatis relatedto the organization's tax-exemptpurpose ,,,
3
Grossreceiptsfrom activitiesthatare not an unrelatedtradeor business under section 513
4
Tax revenues
levied for the
organization's
benefit and either paid
to or expended
on its behalf
5
The value of services or facilities furnished by a governmental unit to the organization without charge
6
Total. Add lines 1 through
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons
b
Amounts included on lines 2 and 3 received from other than disqualified
5
persons thatexceed the greater of $5,000 or 1% of the amount on line 13 for the year c 8
Add lines 7a and 7b Public
support.
(Subtract
-" a:Q-",W.:-/.)' : :."'=, b't'.,ty4 ,.,,, s ;J ' o } l'i%")7 1'.5 't'a"' !':" +"a!";,""l'; ';"' ;.:'-," ::,"":' ao'l <"'l }(',' 7',4 , 5" r,,,""'o"o:i ;a'o""i:a";ai'i'a'=""",t;">"i':a'a:'(:"'"":';=i'='i:';:' ... i.'.i sa aF:,.a.)y) ..'(;... 7ai'(,' :i4 .a " I i''a..-
.( "y"
line 7c from
y."
line 6.)
Section
B.
+
(. ' ".!
Total
Amounts
10a
""
s. - '
- "
a
"
i :a.
I
1
(
1
,
y
y
,
I
(
"
t
( x
'
,
o
(
I
i ,
l '4
t
,
r
3
L
' :,'%.., : .; " ,.,., ' 4a,,'+.',.!'." - i ... 0 +. .. ..'." 0 ., . . :-. ;. 0. ,., . .. a'l . ..'l - ;" ' .' :. " '. ' l; Lii "" -4!7 ia . 1.,
...,, ''a"',""'+"'. -.. '"' ..! :,',:.'. F,,. :::Ji, :,:..lllll.l_ ,:::a,.. ,al,l).
s """....,
'
'aA::l'at.al=i:II"""-'!l.,.'
,
;':lll")l='al;'
:l:' ;.,,l"1,.,....,"" ':I;i'.: ,,"" '
(.:J,((il,,11,,11,!,
Support
Calendar year (or fiscal year beginning 9
s
a'l
in)
(a) 2021
(b) 2022
(c) 2023
(e) 2025
(d) 2024
(f) Total
from line 6
Grossincomefrominterest,dividends, payments received on securities loans, rents, royalties, and income from similar sources
b
Unrelated business taxable income section 511 taxes) from businesses acquired after June 30, 1975
c
Add lines 1 0a and 1 0b
.
(less
1l
Net income from unrelated business activities not included on line tab, whether or not the business is regularly carried on
12
0therincome.Donotincludegainor loss from the sale of capital assets (Explain in Part Vl.)
13
Total
support,
(Add lines 9, 1 0c, "I1,
and 12.) 14
First
5 years.
organization,
Section
If the Form 990 is for the organization's check this box and stop
C. Computation
first, second,
third, fourth,
or fifth tax year as a section
501 (c;(3)
here
of Public
Support
Percentage
15
Publicsupportpercentagefor2025(line8,column(f),dividedbyline13,column(f))
15
%
16
Public support
16
%
17
%
18
%
Section
percentage
D. Computation
from 2024 Schedule
of Investment
Investment income percentage
17 18
Investment
19 a
income
percentage
33 1/3% support line 18is
20
Percentage
Income
for 2025 (line 1 0c, column from 2024 Schedule
(f), divided
by line 13, column
(f))
A, Part Ill, line 17
331/3%supporttests-2025.lftheorganizationdidnotchecktheboxonlinel4,andlinel5ismorethan331/3%,andline 17 is not more than 33 1/3%,
b
A, Part Ill, line 15
tests
-
check
2024.
this box and stop
If the organization
not more than 33 113%, check
Private foundation.
If the organization
here. The organization
did not check
this box and stop
here.
qualifies
as a publicly
supported
organization
a box on line 14 or line 19a, and line 16 is more than 33 1/3%, The organization
qualifies
as a publicly
supported
and
organization
did not check a box on line 14, 19a, or 19b, check this box and see instructions Schedule A (Form 990) 2025
DAA
21215
COCOA
ScheduleA(Form990)2025
Pad IQ-
BEACH
Supporting
Organizations
(Complete
only if you checked
MAIN
STREET,
47-3225476
INC.
Page4
box 12a, Part 1, complete Sections A
a box on line 12 of Part 1. If you checked
box 12c, Part 1,complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A,4.nd D, and completePartV.) and B. If you checked Section
A. All Supporting
box 12b, Part I, complete
Sections
A and C. If you checked
Organizations Yes
1
Are all of the organization's documents?
lf'7S/o," describe
class or purpose, 2
describe
Did the organization under section organization
3a
supported
organizations
in Part Vl how the supported
the designation.
have any supported
If historic
explain
in section
organizations
and continuing
organization
509(a)(1 ) or (2)? If"Yes," was described
listed by name in the organization's
1
explain.
that does not have an IRS determination
in Part V/ how the organization
509(a)(1)
If designated by
are designated.
relationship,
of status
that the supported
determined
2
or (2).
Didtheorganizationhaveasupportedorganizationdescribedinsection501(c)(4),(5),or(6)?/f"Yes,"answer 3a
lines 3b and 3c below. b
Did the organization satisfied
confirm
the public support
organization
that each supported tests under section
ensure that all support
purposes?
explain
4a
Was any supported
If"Yes,"
"Yes,"and
in Part
organization
if you checked
Did the organization supported despite
If"Yes,"
under section
describe
being
501 (c)(4), (5), or (6) and
the
in Part V/ when and how
under sections
Vl what controls
was used exclusively
the organization
in the United
control describe
or supervised
support
and discretion in Part
supported
to the foreign
whether
3c
such use.
organization")?
If 4a a'l),'ak: .'a
"%;
to make grants to the foreign
had such control
with its supported
organization
supported
supported
1 70(c)(2)(B)
4b and 4c below.
V/ how the organization
501 (c)(3) and 509(a)(1 ) or (2)? If"Yes,"
that a// support
("foreign
in deciding
by or in connection
any foreign
for section
put in place to ensure
States
box 12a or 12b in Part /, answerlines
If"Yes,"
controlled
Did the organization
to such organizations
not organized
have ultimate
organization?
to ensure
509(a)(2)?
qualified
3b
Did the organization
c
organization
made the determination.
c
b
: '""' " '" . % ' ")a). "
and discretion
4b
organizations.
- I
explain
in Part Vl what controls
organization
was used exclusively
the organization
for section
used
1 70(c)(2)(B) 4c -
Didtheorganizationadd,substitute,orremoveanysupportedorganizationsduringthetaxyear?/f"Yes," answer
lines 5b and 5c below (if applicable).
numbers
of the supported
(iii) the authority
Type I or Type designated
c 6
Also, provide
added,
II only.
only.
Did the organization
document
organizing
provide
support
other than (i) its supported
by one or more of its supported
,-
! :i. 0 }%. a )-).-
(i) the names
(ii) the reasons
authorizing
.:.i"l..
:: '.'.}
Vl, including
or removed;
to the organizing
Was any added or substituted
Was the substitution
detail in Part
substituted,
organizing
(such as by amendment
in the organization's
Substitutions
anyone
organizations
under the organization's
was accomplished b
and EIN
such action;
" I'0 ,.""kl., aal' ("
action;
for each such
the action
and (iv) how
5a
document).
supported
organization
part of a class already 5b
document? the result of an event beyond
(whether
in the form of grants
organizations,
organizations,
(ii) individuals
supported
the organization's
or the provision
organizations
organizations?
If"Yes,"
or other similar
payment
5c
control?
of services
that are part of the charitable
or (iii) other supporting
benefit one or more of the filing organization's
, .,.
or facilities)
class benefited
that also support provide
to
0'
Did the organization (as defined
provide
in section
a grant, loan, compensation,
4958(c)(3)(C)),
with regard to a substantial
a family
contributor?
member
complete
Partlof
person
(as defined
8
Did the organization
make a loan to a disqualified
7? If"Yes,"
Partlof
9a
Was the organization
b
c
complete
disqualified
persons,
described
in section
or indirectly
as defined
in section
6
V/,
had an interest?
organization person
(regarding
supporting
organization
to the excess
certain
Type II supporting
organizations)?
If "Yes,"answerline
Did the organization determine
subject
whether
have any excess the or,qanization
detail in Part
provide
7
4958) not described
on line
managers
9a
interest
also had an interest?
business
holdings
organizations,
and organizations
V/.
detail in Part
on line 9a) have an ownership
in which the supporting
Was the organization
entity
8
on line 9a) hold a controlling
If"Yes,"
- ':.'a
at any time during the tax year by one or more
provide
(as defined
(as defined
or a 35% controlled
L (Form 990).
in section
4946 (other than foundation
509(a)(1 ) or (2))? If"Yes,"
the supporting
4943(f)
b
directly
persons
Did a disqualified
contributor,
Schedule
interest
in any entity in which 9b
V/. in, or derive
If"Yes,"
rules of section
provide
any personal
benefit
detail in Part
Vl.
4943 because
and all Type Ill non-functionally
9c
of section integrated 1 0a
10b be(ow.
business
holdings
in the tax year?
had excess
business
holdings.
)
(Use Schedule
C, Form 4720,
to 10b Sctibdule
DAA
(j
contributor
L (Form 990).
controlled
Did one or more disqualified
from, assets 10 a
Schedule
of a substantial
If"Yes,"
. .)
or
detail in Part
to a substantial
-
-:":J'5;":
"k't
7
I
that does not have an IRS determination
purposes. 5a
No
governing
it
(Form Si90) 2025
21215
ScheduleA(Form990
1l
COCOA
€ 2025
Has the organization a
accepted
BEACH
a gift or contribution
MAIN
STREET,
from any of the following
47-3225476
INC
Page 5
Yes
No
Yes
No
Yes
No
persons?
Apersonwhodirectlyorindirectlycontrols,eitheraloneortogetherwithpersonsdescribedonlines11band 11 c below, the governing
b
A family
c
A 35% controlled provide
Section 1
member
entity of a person described
B. Type
on line l1a or 11b above?
body, members organizations
of the governing
body, officers
have the power to regularly
at all times during the tax year? lf'7\/o,"
effectively
operated,
supervised,
organization,
describe
supported
organizations
Did the organization organization(s)
11b, or 11c,
supervised,
supporting
D. All Type
If the organization
officers,
directors,
were allocated
to such powers
organization
other than the supported
supervised,
or controlled
carried
the supporting
out the purposes
organization?
of the supported
during
If"Yes,"
organization(s)
organization(s)
had more than one supported
or trustees
if any, applied
among
ti. .."a," ..
the
1
the tax year.
explain
in Part
that operated, 2
organization.
Organizations
of the organization's
organization
officers,
or restrictions,
the supporting
of each of the organization's
of the organization's
of any supported
II Supporting
Were a majority
of one or
in Part Vl how the supported
activities.
and/or remove
or membership
for the benefit
such benefit
or controlled
C. Type
capacity,
or elect at least a majority
describe
the organization's
to appoint
and what conditions
operate
that operated,
V/ how providing
or controlled
how the powers
acting in their official
appoint
or trustees
Section
line lla,
Organizations
directors,
Section
If "Yes"to
11c
I Supporting
more supported
1
lla 11b
detail in Part Vl.
Did the governing
2
organization?
on line 11 a above?
body of a supported
of a person described
directors
supported
or trustees
organization(s)?
was vested in the same persons
Ill Supporting
during the tax year also a majority
of the directors
lf'7Vo," describe
in Part V/ how control
that controlled
ormanaqed
or trustees
or management
the supported
";.,,"7'l",t-.
of the
'i;:;.. a
I.
Orqanizations Yes
I
Did the organization
provide
to each of its supported
organizations,
by the last day of the fifth month
"
of the
-' il
ii
4 ' i.,
f ' a " i; "
organization's
tax year, (i) a written
notice describing
the type and amount
of support
provided
during the prior tax
- ' "
A
.
:
year, (ii) a copy of the Form 990 that was most recently
2
governing
documents
Were any of the organization's organization(s),
3
By reason
of the relationship
voice in the organization's
1
E. Type
directors,
or trustees
described
either (i) appointed
body of a supported
a close and continuous
working
on line 2, above,
to the extent
policies
and in directing
describe
in Part
V/ the role the organization's
Integrated
lf'7\/0,"
explain
supported
Supporting
income
organizations
"
" ,l
.
1 .,, ,(l,:. ..t.l:. ,'l.11,,l,l,
V/ 2
organization(s).
organizations
the use of the organization's supported
in Part
a ,r,
, .,.':
l'j' " '
of the
provided?
by the supported
with the supported
did the organization's
investment
Ill Functionally
or elected
organization?
relationship
and (iii) copies
not previously
No
;;.:," "'
have a significant
or assets played
at all times 3
in this regard.
Organizations
CheCkthe bOXneXt tO the method that the Organization used tOSatisfy the tntegral Part Tent during the !fear (See inStruCtiOnS)
c z 2
The organization supported a governmental supported organization. r:iescribe in part vt how you supporteo a governmental supported organization (see instructions)
Activities a
Test. Answer
Did substantially
3
lines
organization(s)?
If"Yes,"
activities
directly
their exempt
furthered
activities
then in Part
described
during the tax year directly V/ identify
purposes,
and how the organization
Did the activities
Yes
2a and 2b below.
all of the organization's
supported
organizations, b
those
supported
how the organization
determined
that these activities
constitute
activities
supported
organization(s)
involvement,
one or more of the organization's in Part Vl the reasons
have engaged
in these activities
for the organization's
but for the organization's
the exempt
organizations
was responsive
on line 2a, above,
"Yes," explain
further
constituted
purposes
and explain
No
of its how these
to each of its supported
substantially
all of its activities.
2a
that, but for the organization's
position
would have been engaged
that its supported
organization(s)
in? If would 2b
involvement.
ParentofSupportedOrganizations.Answer/mes3a,3b,and3cbe/ow. a
Are the organization system)?
b
If"Yes,"
and its supported provide
details
organization(s)
in Part
part of an integrated
system
(for example,
a hospital 3a
Vl.
Didtheorganizationdirectthepolicies,programs,andactivitiesofeachofitssupportedorganizations?/f"Yes," describe
c
DAA
filed as of the date of notification,
on the date of notification,
on the governing
maintained
during the tax year? If"Yes,"
Section
officers,
or (ii) serving
how the organization
in effect
I ,'
' .. a
' t:,:,: l . ;
organization's
'J'
I
organization(s).
in Part V/ the role played
by the organization
have the power to regularly
appoint
d irectors,
of each of the supported
organizations?
or trustees
3b
in this regard.
Did the organization
or elect (and remove) If"Yes"
or"No,"
a majority provide
of the officers,
details
in Part
Vl.
3c Schedule A (Form 990) 2025
21215
COCOA BEACH Type Ill Non-Functionally Integrated
MAIN STREET, 509(a)(3) Supporting
ScheduleA(Form990)2025
' Pan V. 1
INC. Organizations
47-3225476
Page 6
@Checkhereif the organizationsatisfiedthe IntegralPartTest as a qualifyingtrust on Nov.20,1970 (explainin Part V/).See
Section
instructions.
All other Tvoe Ill non-functionallv
A - Adjusted
Net Income
intearated
suooortina
oraanizations
must comtilete
Sections
A throuqh
E. (B) Current
(A) Prior Year
Year
(optional) 1
Net short-term
2
Recoveries
of prior-year
3
0ther
income
4
Add lines 1 through
5
Depreciation
6
Portion of operating
gross
7
0ther
8
Adjusted
Section
2
distributions
(see instructions)
3
3.
4 5
and depletion
of gross income property
1
capital gain
expenses
or for management,
held for production
expenses
paid or incurred
for production
conservation,
of income
or collection
or maintenance
of 6
(see instructions)
7
(see instructions)
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8
lines 5, 6, and 7 from line 4)
Amount
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(A) Prior Year
Year
(optional) 1
Aggregate
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#
t
I
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for short tax year or assets
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monthly
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monthly
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for blockage
indebtedness
line 2 from line 1d.
3
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5
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6
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7
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6
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3
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A)
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1
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4
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7 lJCheckhereifthecurrentyearistheorganization'sfirstasanon-functionallyintegratedTypelllsupportingorganization (see instructions). Schedule A (Form 990) 2025
DAA
21215
COCOA BEACH MAIN Ill Non-Functionallv Intearated 509(a)(3)
ScheduleA(Form990)2025
' Part V"' Section
Tvoe
STREET, Suooortina
INC. Oraanizations
47-3225476 (continued) Current
D - Distributions
1
Amounts
paid to supported
organizations
2
Amounts
paid to perform
activity that directly
organizations,
in excess
of income
3
Administrative
expenses
paid to accomplish
4
Amounts
paid to acquire set-aside
5
Qualified
Total annual
distributions.
7
Distributions
to attentive
(provide
details
8
Distributable
9
Line 7 amount
amounts
to accomplish furthers
exempt
purposes
of supported
purposes
of supported
2
exempt
3
organizations
4
assets
(prior IRS approval
required-provide
Add lines 1 through
5.
supported
Year
1
purposes
exempt
from activity
exempt-use
6
organizations
details
5
in Part Vr)
6
to which the organization
7
is responsive
in Part Vr). See instructions.
amount
for 2025 from Section
divided
8
C, line 6
g
by line 8 amount
E - Distribution
Allocations
Excess
(see instructions)
(iii)
(ii)
(i) Section
Page 7
Distributable
Underdistributions
Distributions
Amount
Pre-2025 :. . , %
1
Distributable
amount
2
Underdistributions,
for 2025 from Section
.t
-
.a ..,,
,
.l,l
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i_,,..'.!:l" }
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if any, for years prior to 2025
J
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for 2025
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3
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c
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.
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e
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f
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to 2025 distributable
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for years prior to 2025, if
'
in Part V/. See instructions.
i
Remaining
underdistributions
for 2025. Subtract
and 4b from line 1. For result greater
lines 3h
than zero, explain
Part V/. See instructions. 7
Excess
distributions
in
Breakdown
t
I,
it.
II
U
s
I
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to 2026. Add lines 3j
".' .a-. - '-t
and 4c. 8
I
+
5'a'
lines 3g and 4a from line 2. For result
greater than zero, explain 6
I
+*( tj
- ;' ;
"
of line 7:
'' ,#". I' :"
"
,. ,.,', J .ri - 0,<
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,,
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c
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a;' '"l:";"0r)'a'i..("'ia..'l'..iy:.*-'.J.5'l5,,' ' '- a){. """ao: ;' ; ' at "" : .. ' ;'a'l',"l.,,,,a"'.?Y'; f;:;.aid, , ._}""'aa'F..=,s%..a:=as:,. .,)""}l,.'ia(""i .... X: .")::_ a,,, .,"'.:; .,"',:,,., ., a+;':..aaa "l')i",,':":..,11""(, . :.!"..:;l.',:'.:a,(Oal:: :i ,,a':, ! : , L " ' a'. :'l ,.,,. , a.. , ,#,,,"'a #', }t.J! 'i.S. .l,: .14,%;-:.., :,..,.,.a.,'a . . (., ...:.. ..,, ...,., i;.,,,..,a"', -" ': :ta "{ a"' A ' "" ' -
d
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,. .,:,- ::'..;. '".i ,, .1, ;.
Excess from 2025
''il a - '; " " t" l' a -" "- '" . a ....="" =y '
a
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,
b
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.
e
(_.&,,,,,:,la"
.
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l" "
a "'t " -' . - . 3chedule A (Form 990) 2025
DAA
21215
COCOA BEACH MAIN STREET, INC. 47-3225476 Paqe8 Supplemental Information. Provide the explanations required by Part II,line 10; Part II, line 17a or 1 7b; Part llli line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section
ScheduleA(Form990)2025
..Pa,nVl,
B, lines 1 and 2; Part IV, Section
C, line 1 ; Part IV, Section
D, lines 2 and 3; Part IV, Section
3a, 3b, and 3c; Part V, line 1 ; Part V, Section B, line 1e; Part V, Section D, lines 5 and 7; and E, I.ines 2, 5, and 6. Also complete this part for any additional information. (See instructions.) PART OTHER
DAA
II,
LINE INCOME
10
OTHER
INCOME
E, lines 1 c, 2a, 2b,
Part V, Section
DETAIL 323
, 326
Schedule
A (Form
990) 2025
21215
SCHEDULE (Form (Rev
Supplemental
D
December
Department Internal
2024)
of the Treasury
Revenue
Financial
Statements
OMB No 1545-0047
Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, Ila, 11b, 11c, 11d, lle, 11f, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest informati
990)
Service
Open to Public Inspection Employer
Name of the organization
COCOA
BEACH
MAIN
Organizations Complete
if the
INC. Donor
organization
answered
Advised
Funds
"Yes"
on
or
Form
Other
990,
Similar
Part
Funds
IV, line
or Accounts
6. (b) Funds and other accounts
(a) Donor advised funds
Total number
2
Aggregate
value of contributions
3
Aggregate
value of grants from (during
4
Aggregate
value at end of year
5
at end of year
Did the organization
Did the organization
subject
donors,
the assets
exclusive
and donor advisors
and not for the benefit
private
in writing tha
to the organization's
held in donor advised
legal control?
in writing
[I]Yes
€
["lYes
r'l No
No
that grant funds can be used
of the donor or donor advisor,
or for any other purpose
benefit?
Conservation Easements Complete
I
and donor advisors
property,
purposes
impermissible
';F'ig41:ij
year)
inform all grantees,
only for charitable conferrinq
to (during year)
inform all donors
funds are the organization's 6
number
47-3225476
STREET, Maintaining
1
identification
Purpose(s)
if the organization
of conservation
easements
answered
"Yes"
on
held by the organization
990, Part IV, line 7.
Form
(check
all that apply)
OPreservationof landforpublicuse(forexample, recreation oreducation)0 Preservation of a historically important landarea IJ Protection of naturalhabitat IJ Preservation of a certifiedhistoricstructure i i Preservation of open space 2
Complete
lines 2a through
easement
on the last day of the tax year.
2d if the organization
of conservation
b
Total acreage
restricted
c
Number
of conservation
easements
on a certified
d
Number
of conservation
easements
included
Number
structure
the organization Number
5
Does the organization
easements
7
Amount
subject
hours devoted
of expenses
incurred
Does each conservation
In Part Xlll, describe sheet, and include,
easement
.
*iii
reported
,,..
if applicable,
ii
.
.
treasures,
as permitted
(ii)
Assets
included included
amounts
relating
handling iii
ii
of violations,
.
.
,,
,,
,,,,
conservation
Collections answered
of "Yes"
assets
held for public exhibition, to its financial
assets
held for public exhibition,
to these
items.
on Form 990, Part Vlll,
line 1
or held works
of art, historical
under FASB ASC 958 relating
For Paperwork
financial
,,
,,,,
1 70(h)(4)(B)
and expense
statements
education,
statements
to be reported
included
,
of section
statement
and balance
that describes
the
that describes
education,
statement
or research
Similar
and balance
in furtherance
Assets
sheet works of public
these items.
statement
or research
and balance
sheet works of
in furtherance
of public service,
in Form 990, Part X
amounts
included
,
under FASB ASC 958, to report in its revenue
required
Revenue
,
Art, Historical Treasures, or Other on Form 990, Part IV, line 8.
following
Assets
,,,
in its revenue
to the organization's
received
b
NO
and enforcing ,,
easements
If the organization
a
€
and enforcing
under FASB ASC 958, not to report in its revenue
as permitted
or other similar
Qyes of violations,
easements.
or other similar
elected,
of
.
the text of the footnote
in Part Xlll the text of the footnote
provide
handling
@yes@NO
service,
provide the following
2
by
.
treasures,
If the organization
inspection,
on line 2d above satisfy the requirements
reports
for conservation
elected,
handling
inspecting,
how the organization
accounting
If the organization
Revenue
or terminated
is located monitoring,
inspecting,
**i**a
in monitoring,
easement
the periodic
it holds?
of art, historical
(i)
extinguished,
easements
to monitoring,
Organizations Maintaining Complete if the organization
art, historical
2c
on line 2a
affer July 25, 2006, and not
released,
to conservation
of the conservation
(i) and section 170(h)(4)(B)(ii)?,
b
included
2d
transferred,
policy regarding
conservation easements during the year
la
structure
Register
conversation easements during the year..
organization's
historic
on line 2c acquired
modified,
have a written
and enforcement
Staff and volunteer
9
2b
easements
listed in the National
of states where property
6
8
ion
during the tax year
4
violations,
in the form of a conserva'
easements
by conservation
of conservation
contribution
Held at the End of the Tax Yeai
Total number
on a historic
conservation
2a
a
3
DAA
held a qualified
on Form 990, Part Vlll,
treasures,
or other similar to these
assets
for financial
gain, provide
he
items.
line 1
in Form 990, Part X
Reduction
Act Notice,
see the Instructions
for Form
990.
Schedule
D (Form 9901 (Rev. 12-2024
21215
Schedule
D (Form
iPffiffllla 3
a
COCOA
990) (Rev. 12-2024)
BEACH
MAIN
Using the organization's collection items (check
acquisition, accession, all that apply)
and other records,
g Publicexhibition
Page 2
Provide
a description
check any of the following
El
that make significant
use of its
program
de oLothaenror e.xchange
b IJ Scholarly research c l i Preservation for future generations 4
47-3225476
INC.
STREET,
OrganizationsMaintainingCollectionsofArt,HistoricalTreasures,or0therSimilarAssets(corrfirrued)
of the organization's
collections
and explain
how they further the organization's
exempt
purpose
in Part
Xlll 5
During the year, did the organization
solicit or receive
donations
assets to be so(d to raise funds rather than to be maintained
a
PagafSl\/
Is the organization
b
treasures,
or other similar
€ Yes[I]No
collection?
Escrow and Custodial Arrangements Complete 990, Part
included
of art, historical
as part of the organization's
if the organization X. line 21
an agent, trustee,
answered
custodian
"Yes"
on
990, Part IV, line 9, or reported
Form
or other intermediary
for contributions
or other assets
an amount
on Form
not
[1]Yes@No
on Form 990, Part X?
If "Yes," explain
the arrangement
in Part Xlll and complete
the following
table. Amount
c
Beginning
balance
d
Additions
during
e
Distributions
f
Ending balance
2a
Did the organization
b
If "Yes," explain
.Pffirt'V
the year
during the year **
.
.
.
*i
.
include
ii
*iiii
an amount
the arrangement
Endowment Complete
ii
iii
*i
on Form 990, Part X, line 21, for escrow
in Part Xlll. Check
here if the explanation
Beginningofyearbalance
b
Contributions
c
Net investment
account
€
liability?
Yes
No
in Part Xlll
Funds
if the organization
answered (a) Current
la
or custodial
has been provided
earnings,
"Yes"
on Form 990, Part IV. line 10. (b) Prior
year
year
(c) Two years
(d) Three
back
years
back
(e) Four
years
back
gains,
and losses d
Grants or scholarships
e
Other expenditures
for facilities
and
programs f
Administrative
g
End of year balance
2
expenses I
Providetheestimatedpercentageofthecurrentyearendbalance(linelg,column(a))heldas: a
Board designated
b
Permanent
c
Term endowment
or quasi-endowment
The percentages
% on lines 2a, 2b, and 2c should
3 a Are there endowment organization
b 4
%
endowment
funds not in the possession
Unrelated
(ii)
Related
that are held and administered
listed as required
on Schedule
organizations?
in Part Xlll the intended
uses of the orqanization's
endowment
R?
funds.
Land, Buildings, and Equipment Comolete Description
if the oraanization of property
answered
"Yes"
(a) Cost
or other
on
Fcrm
basis
990.
Part IV. line
(b) Cost
or other
(investment)
1a
Leasehold
Total.
See
990, F'art X, line 10.
Form
.
value
ii
ii 3 , 772
Other Add lines 1 a through
1 e. (Column
(d) must eqval Form 990, Part X, line 10c, column
(B))
3 , 772 3,772
, Schedule
DAA
(d) Book
depreciation
(other)
improvements
d Equipment. e
-11a.
(c) Accumulated
basis
Land
b Buildings . c
for the
organizations?
If "Yes" on line 3a(ii), are the re(ated organizations
'oPaQV!'
of the organization
by:
(i)
Describe
equal 1 00%.
.) (Form 990) (Rev. 12-2024)
21215
Schedule
BEACH
D (Form 990) (Rev. 12-2024)COCOA
MAIN
STREET,
47-3225476
INC.
Page
3
Pad Vll.< Investments - Other Securities Complete
if the organization
(a) Descnption (including
(1)
Financial
(2)
Closely
(3)
Other
of security
answered
"Yes"
on
Form
990, Part IV, line 1l b. See Form 990, Part X, line 12. (c) Method of valuation
(b) Book value
or category
Cost or end-of-year
name of security)
market value
derivatives held equity interests
(A) (B)
,
, ,
,
(C) (D) (E) (F) (G) (H) Total.
(Column
P@Q.-Vjll2
...... , ....- L ..':. .'aI; ' .' ': : .' -'
(b) must equal Form 990, Part X, line 12, cot. (B))
.."
;
.,0-
.-. . . .
:. -
"
Investments - Program Related Complete
!fthe
OrCianization
(a) Description
answered
"Yes" on Form 990, Part IV,line
of investment
11c. See Form 990, PartX,line
13.
(c) Method of valuation
(b) Book value
Cost or end-of-year
market value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total.
(Column
(b) must equal Form 990, Part X, line 13, cot. (B))
Other
r')y,l:"
,
a""(',';>"""f"'l)"lfH,''(i:"':J"o:"'-"- "':"="";f""S"a":':" .1
a"" " ""
"" "
Assets
Complete
if the organization
answered
"Yes"
on Form 990, Part IV, line 'l 1 d. See Form 990, Part X, line 15. (b) Book value
(a) Description
m (2) (3) (4) (5) (6) (7) (8) (9) Total.
(Column
(b) must equal Form 990, Part X, line 15, col. (B)) Other
Liabilities
Complete line
if the
organization
answered
"Yes"
on
Form
990,
Part
IV,
line
41e
or 11f.
See
Form
990,
j,
(a)Descriptionofliability (1)
Part
X,
25. (b) Book value
Federalincometaxes
(2) (3) (4) (5) (6) (7) (8) (9) Total.
(Column
2. Liability
(b) must equal Form 990, Part X, line 25, col. (B)) ,
for uncertain
tax positions.
In Part Xlll,
provide
,
the text of the footnote
to the organization's
financial
statements
that repCr(S he
organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part Xlll DAA
Schedule
%
D (Form 990) (Rev. 12-2024)
21215
Schedule
D (Form
990)
12-2024)COCOA
(Rev.
BEACH
MAIN
STREET,
47-3225476
INC.
' Part )41-, Reconciliation of Revenue per Audited Financial Statements With Revenue Complete 1
Total
2
revenue,
Amounts
gains,
included
a
Net unrealized
b
Donated
c
Recoveries
if the organization and other
per audited
on line 1 but not on Form
gains
services
(losses)
990,
1
statements
Part Vlll,
line 12:
on investments
and use of facilities
Other
e
Add lines
2a through
2d
3
Subtract
line 2e from
line 1
4
Amounts
included
(Describe
in Part Xlll.)
on Form
a
Investment
b
Other
c
Add
lines 4a and 4b
Total
expenses
revenue.
(Describe
990,
not included
Part Vlll,
line 12, but not on line 1 :
on Form
990,
Part Vlll,
line 7b
in Part Xlll.)
Add
lines 3 and 4c. (This
must
equal
Form
990,
Part /, line 12.)
Expenses
pi*'Xlj.:fi-: ReconciliationofExpensesperAuditedFinancialStatementsWith Complete Total
expenses
and loSSes per audited
answered
financial
included
on line I but not on Form
Donated
services
and use of facilities
Other Other Add
1
statements
990,
per Retum
on Form 990, Part IV, line 12a.
"Yes"
Part IX, line 25:
adjustments
losses (Describe
in Part Xlll.)
lines 2a through
2d
Subtract
line 2e from
Amounts
included
Investment
expenses
(Describe
line I
on Form
b
Other
c
Add
lines 4a and 4b
Total
expenses.
5
if the organization
Amounts
Prior year
per Return
on Form 990, Part IV, line 42a.
"Yes"
financial
990,
not included
Part
IX, line 25, but not on line 1 :
on Form
lines
3 and 4c. (This
Information
Xlll.-':
PrOVide
the descriptions
990,
Part Vlll,
line 7b
in Part Xlll.)
Supplemental
.:.part
Add
required
far Part II, lines
2; Part XI, lines 2d and 4b; and Part Xll,
lines
must
equal
Form
990,
Part /, line 18.)
, 3, 5, and 9; Part
2d and 4b. Also
Ill, lines 1a and 4; Part
complete
this part to provide
IV, lines
lb and 2b; Part V, line 4: Part X, line
any additional
information.
Schedule DAA
4
of prior year grants
d
5
support
answered
Page
D (Form 990) (Rev. 12-2024)
21215
Schedule
D (Form 990) (Rev.
12-2024)COCOA
-.'-,PartXlll ', Supplemental
Information
BEACH
MAIN
STREET,
INC.
47-3225476
5
(continued)
Schedule
DAA
Page
D (Form
990) (Rev. 12-2024)
21215
SCHEDULE (Form (Rev
December
Department Internal Name
L
Transactions Complete
990) 2024)
Interested
Persons
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest
of the Treasury
Revenue
With
if the organization answered "Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c; or Form 990-EZ, Part V, line 38a or 40b.
Service
OMB No 1545-0047 Open to Public Inspection
information.
Employer identification number
of the organization
COCOA
BEACH
EXCeSS
Benef!
Complete
if the organization
MAIN
STREET,
TranSaCt!ons answered
47-3225476
INC.
(section "Yes"
501(c)(3), on Form
section
990,
Part
501(c)(4),
and section
501(c)(29)
IV, line 25a or 25b; or Form
990-EZ,
oiganizations
only)
Part V, line 40b. (d) Corected7
(b) Relationship between disqualified person and 'l
(c) Description
(a) Name of disqualified person
of transaction
organization
No
Yes
(1) (2) (3) (4) (5) (6) 2
3
Enter
the amount
under
section
Enter
the amount
of tax incurred
by the organization
managers
or disqualified
persons
during
the year
4958 of tax, if any, on line 2, above,
Loans
to and/or
Complete organization (a) Name
From
if the organization reported
of interested
reimbursed
Interested answered
an amount
Persons
"Yes"
on Fsrm
by the organization
on Form
990,
(b) Relationship with organization
person
990-EZ,
Part V, line 38a, or Form
990,
Part IV, line 26; or if the
Part X, line 5, 6, or 22. (c) Purposeof loan
(d) Loan ___:or '.
(f) Balance
(e) Original principal
(g) In default?
due
amount
Yes
To From
No
(h) Approved (i) Written by board or agreemeni? comrrittee';' Yes
No
Yes
No
m (2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
10)
Total
$ Grants
or Assistance
Benefiting
Complete
if the organization
answered
(a) Name of interested person
Interested "'{es"
on Form
Persons 990,
Part
IV, line 27.
(b) Relationship between interested person and the organization
(c) Amount
of
(d) Type
of assistance
(e) Purpose
of assistance
assistance
m (2) (3) (4) (5) (6) (7) (8) (9) (10) For DAA
Paperwork
Reduction
Act
Notice,
see the
instruc
:ions
for
Form
990 or 990-EZ.
Schedule
L (Form 990) (Rev. 12-2024)
21215
Schedule
COCOA
L (Form 990) (Rev. 12-2024)
- Part IV,'.
Business
Transactions
Complete
if the organization
(a) Name of interested
Involving answered
BEACH MAIN STREET, Interested Persons
47-3225476
INC.
Page
"Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
person
(b) Relationship interested
between
person and the
(d) Description
(c) Amount of
of transaction
transaction
organization
(1)ARC
BOOKKEEPING
2
LLC
(e) Sharing of org. rever ueS'2 Yes
16'l
TREASURER
ACCOUNTING
FEES
No
x
(2) (3) (4) (5) (6) (7) (8) (9) (10)
Supplemental
Information
Provide
information
additional
for responses
to questions
on Schedule
L. See instructions.
Schedule
DAA
L (Form 990) (Rev. 12-2024)
21215
SCHEDULE (Form 990)
0
Supplemental
Information
to
Complete
information
for responses
(Rev. December 2024) Department Internal
to provide
Form
990 or 990-EZ Attach
of the Treasury
Revenue
Service
or to provide to Form
Go to www.irs.gov/Form990
Form
990
to specific
any additional
990 or Form
for instructions
or
990-EZ
questions
oMBNo1545-0047
on
information.
990-EZ.
Op.en
and the latest
Name of the organization
Employer
COCOA FORM
990,
SUPPORT FORM NO
BEACH III,
COCOA
990,
PART
VI,
WAS
OR
990,
PART
DOCUMENTS
FORM 990, DESCRIPTION
MAIN
LINE
BEACH
REVIEW
FORM NO
PART
LINE
IX,
11B BE
LINE
AVAILABLE
PART
-
COMMUNITY
WILL
VI,
STREET,
4D
LINE
TOT/PROG
-
to Public
" Inspection
information,
INC.
identification
number
47-3225476
ALL
OTHER
ACCOMPLISHMENTS
AND
BUSINESS
WITH
ORGANIZATION'S
COMMUNITY
PROCESS
TO
DEVOLPMENT REVIEW
FORM
AND 990
CONDUCTED. 19
-
GOVERNING
TO
THE
PUBLIC
11G
SERVICE
OTHER
DOCUMENTS
FEES
FOR
MGT
&
DISCLOSURE
EXPLANATION
SERVICES
GENERAL
FUNDRAISING
DOES
e EVENT
SET
STAGE
RENTAL
0
o
2,519
UP
0
3,800
0
10,600
o o
o
STORAGE o
o
7 , 837
TOTAL 14
, 400
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. DAA
o
10,356
Schedule
0 (Form 990) (Rev. 12-2024)
,.,W-9
Request for Taxpayer IdentfficaUon Number and Certlflcation
(Rav. March 2024) Department of the Treasuy Intemal Raienua Savim Before
ao to wwwJm.gov/FormW9
you be@in. For g@k 1
mated
to the purpose
for Inabiietlons
and the latest
of Form W-9, see F%xymse ofFom,
Give
form
to the
requestor. sg*nd
mformatkn.
Do not
to thai IR8.
below.
tyarn00fentRy/moivioual.Anantryhirequireo.(Forasol0propd0torordi8regamementity,ant@rtheOWnff'8narne0nllnel,and0nterth0businNatti8qaroeo entity's name on One2.)
Cocoa Beach Main Street, Inc 2
"@
Business name/diyegamed
sntRy name, ff different from above.
4 Exemptions (codes apply on% to Ba Checkthaappmprimeboxforfmeraltaxclasslficatkxnoftheemtty/imivkiualwhosenarnebientemonllnel,Check only one of the folkxwlng seven boxes.
@
a
[] []
CcorporaUon [6
ln entitiea, not IndMduals; see kistructioni on page 3):
[] Partnership Partnership [] [] []
[]
Individusd/soha proprkdor
[]
LLC, Enterthe tax classHkation (C = C corporaUon, 8 = 8 corpormion, P z Partnerstdp) . . . . Note: Chalk the 'LLC' ham abow and, in the enhy apaoe, enter the appropriate code (C, S, or P) for the tax daaslficatkin of the LLC, unkaa R is a disregarded eray. A darded entity shoukJ Instaad check the appropriate box for the tax classtffcatkin of % owner.
20 0Uher(seeinstrumna)
C corporaUon
[18
go@oratkxn 8co@oratkxn
Trust/estate Trust/estate
non-profit orqanization
601C3
Bb }f on Hne 3a you chet,kid 'Partnership' or "Trust/estate,' or checked 'LLC' and entered "P' as its tax classHimkin, and you are providh< thla form to a partnership, baust, or estate In whk,h you have an ownershlp interest, oheck thisboxffyouhawsanyforeignpartnmi,owners,orbeneflciarlea.8eeinstruckns . . . . , . . . .
I
6
Addnass(number,street,andapt.orsuheno.).8*elnstkxis.
" } Pa Box 320627 16 City, state, and ZIP * Coooa
7
Lmt aunt
[:,'5Jljl
Beadi,
Exemption fmm Fore%3nAunt Tax (zmplianoe M (FATCA) reportlng code (if any)
("""
"o"'
"ide'U"Wsm'a)
ma'n'an"
%quester's name and address (optkinao
FL 32932
number(s) here (optlona0
Taxpayer
Identification
Number
(T IN)
E,'tier lour TiN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part 1, later. For other entities, it is your employer identification number (EIN). lf you do not have a number, see How to get a TIN, later. Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter.
5
[]
Exempt payee code (if any)
' So*slaJreeuity
number
' Employer identiricat on pumter
473225476
Certification
Under penalties
of perjury,
1 , The number
shown
I certify that:
on this form is my correct taxpayer
identification
number (or I am waiting
for a number to be issued to me); and
2. 1 am not subiect
to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue service (IRS)that I am SubleCt tO backup Withholding aS a result Of a failure tO report all interest Or diVidendS, Or (c) the IRS haS notified me that t am no longer subject to backup withhofding; and
3. I am a u.s. citizen or other
u,s. perSOn (defined
4. The FATCA code(s)
on this form (if any) indicating
entered
below);
and that I am exempt from FATCA reporting
is correct.
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividendsqn your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid,
acquisition orabandonment 4fsecured property, cancellatio%f debt, contributions toantndividuaf retirement arrangement (IRA), and, generally, payments otherthaninterestand divide%d;,yo,pare notgeqt4ire$to4ignihe certification.but you must provideyour correctTIN.Seethe instructionsfor PartII, later. Sign
Sl
8ui.gsnapteurrseoonf ('._.-.!LA='!
General
Instructikns
Section references noted,
o'
are to the Imernal Revenue Code unless otherwise
Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.govlFormW9.
What's
New
Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity shoutd check the appropriate box for the tax classification of its owner. Otherwise, it should check the "LLC" box and enter its appropriate tax classificatiori. Cat. No. 10231X
Ikie 3b has been added to this thla form. A flow-thmugh entity is New line flow-through requim tndlred required to oomplete complete thls this line to imimte indicate that & it haa has direct or indirect foreign partners, owners, or benefk,iaries beneficiaries when It it provides the Form W-9 flow-thmugh eritity to another flow-through entity in wtk,h which it has an ownership interest. This diange change is intended to pmvide provide a flow-through entity with mth information regarding the status of its indirect Indtred foreign partners, owners, or benefk,iaries, beneficiaries, so that n it can satisfy any appllmble applicable reporting requirements. For example, a partnership that has any indired indirect foreign partners may be required to complete oomplete Schedules K-2 and K-3. See the for Schedules K-2 and K-3 (Form 1065). 1065), Partnership Instructions Jnstrudions
Purpose
of Form
An individual or enUty entity (Form W-9 requemer) requester) who is required to file an informdon retum wnh the IRS b gMng you thls form because they FomiW-9
(F%lv. €3-2024)
Marketing Support Program FY 2026-2027 Event Income/Expense Report 2026-2027 projection
2025-2026 actuals
Difference
Stage
$10,500.00
$9,500.00
$1,000.00
Vendors
$31,500.00
$29,500.00
$2,000.00
Bands
$9,600.00
$8,500.00
$1,100.00
Brick Sales
$25,000.00
$20,000.00
$5,000.00
Entertainment/Santa/Foam
$3,500.00
$4,000.00
-$500.00
Ticketed Events
$12,000.00
$9,000.00
$3,000.00
Printed marketing
$3,000.00
$2,500.00
$500.00
$0.00
Bathrooms/Porta potties
$1,500.00
$2,800.00
-$1,300.00
$0.00
Expenses
2026-2027 projection
Income
2025-2026 actuals
Difference
Rental of City Properties
$5,000.00
$4,000.00
$1,000.00
$0.00
Police and Fire
$4,200.00
$3,400.00
$800.00
$0.00
Subtotal Other Expenses
$37,300.00
$34,700.00
$2,600.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00
Subtotal Income Income Sponsors
$0.00
$
68,500.00
$
58,500.00
$10,000.00
$25,000.00
$16,000.00
$9,000.00
$0.00
$0.00 $0.00
Income Other
$0.00
TDC grant funding
$12,500.00
$12,500.00
$0.00
Total Income
$106,000.00
$87,000.00 $
19,000.00
Total Expenses Paid
$37,300.00
$34,700.00 $
260.00
Profit/Loss
$68,700.00
$52,300.00 $
16,400.00
$0.00 $0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses Total Expenses 2026-2027
$37,300.00
$34,700.00
$2,600.00
.
Updated: 7/8/2026
Field Manor
Return to Table of Contents
For TDO use: PROJECT #19
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is ttis
I
Office
s I
Program
checklist
Organization:
oagariization
Support
Field
Manor
year-round
Foundation,
Inc.
programming?
NO
Applicant
Event
Name:
Yes 1.
Completed
2.
Copy
Comment
No
'X"
application
/%
of IRS Articles
Incorporation 3.
of
Nj ('
- (if applicable)
€4
CopyoflRSDeterminationLetter
')'(
- (if appLicabLe) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable) li
x
(if appLicabLe) f'%
W-9
(March
X
2024) 7.
Income/Expense (required
8.
This
Copy
of the Applicant
or 250
meets
the
room
nights
n a 11
NO
All aocumerits
have
Peter
Cranis
X
for alL appLicants)
application
(CulturaL)
worksheet
beeiq
Executive
X
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Korinn Braden
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Field Manor Foundation, Inc. Organization address 750 Field Manor Dr. State FL City Merritt Island Zip 32953 Primary contact name Korinn Braden
Primary contact phone number 321-243-5218 Primary contact email k.braden@fieldmanor.org Secondary contact name Korinn Braden Secondary contact phone number 321-848-0365 Secondary contact email fieldmanor@gmail.com Organization website address www.fieldmanor.org
6. (untitled) 4. Which best describes your organization? 501(C)(3)
7. (untitled) 5.
What is your Federal Employee ID number? 59-3517194
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
9. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
10. (untitled)
What is the first date of your event?
11. (untitled)
In total, how many days will your event be held?
12. (untitled) 7.
Do you have a second event? No
13. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled)
What types of marketing do you plan to do for this event?
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Radio Social hashtags Social media (Facebook, Instagram, YouTube, etc.) Other - Please be specific.....: Website, email campaigns, community calendars, partners
22. (untitled)
What are your social media handles?
9.
Facebook : Field Manor, Field Manor Wedding and Events Instagram : Fieldmanorhomestead, Fieldmanorweddings, Fieldmanorevents YouTube : fieldmanor3906
23. (untitled) 10.
What hashtags do you currently use?
#spacecoast #merrittisland #brevardcounty #indianriverlagoon #floridahomesteads #brevardhistory #floridapioneers, #fieldmanor #fieldmanorhomestead #afternoontea #fieldmanorweddings #fieldmanorevents #brevardweddings #orlandoweddings #orlandoweddings, and within that, we tag the featured artifact, animal or plant, and for events, we tag vendors and partners
24. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Korinn Braden
25. (untitled) 12.
Upload a copy of your organization's IRS Determination letter.
3._Full_copy_of_IRS_Letter_of_Determination_from_2000_2022_AUG.pdf
26. (untitled) 13.
Upload a copy of your organization's 990 form.
Cat.pdf
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 14.
4._Detail_by_Entity_Name.pdf
29. (untitled) 15.
Upload your completed W-9 form.
6._2025_W9.pdf
30. (untitled) 16.
Upload your completed Event Income/Expense report.
FY26-27.pdf
31. (untitled) 17.
Upload your completed Checklist.
8_Completed_Checklist.pdf
32. (untitled) 18.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Korinn Braden
33. Thank You! New Send Email Jun 18, 2026 14:55:59 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
5/27/26, 10:33 AM
Detail by Entity Name Division of Corporations
Florida Department of State
Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name Florida Not For Profit Corporation FIELD MANOR FOUNDATION, INC. Filing Information
Document Number
N98000003454
FEI/EIN Number
59-3517194
Date Filed
06/12/1998
State
FL
Status
ACTIVE
Last Event
AMENDMENT
Event Date Filed
07/15/2024
Event Effective Date
NONE
Principal Address
750 FIELD MANOR DRIVE MERRITT ISLAND, FL 32953 Changed: 03/24/2025 Mailing Address
750 FIELD MANOR DRIVE MERRITT ISLAND, FL 32953 Changed: 03/24/2025 Registered Agent Name & Address
COUNTING COPPERS, LLC 881 BARTON BLVD STE 3 ROCKLEDGE, FL 32955 Name Changed: 03/24/2025 Address Changed: 03/24/2025 Officer/Director Detail
Name & Address Title PRESIDENT
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=FIELDMA…
1/3
5/27/26, 10:33 AM
Detail by Entity Name
LAWRENCE, SUE NISBET 750 FIELD MANOR DRIVE MERRITT ISLAND, FL 32953 Title SD Thurman, Cindy 750 FIELD MANOR DRIVE MERRITT ISLAND, FL 32953 Title VD NELSON, CHUCK 750 FIELD MANOR DRIVE MERRITT ISLAND, FL 32953 Title TD GRESHES, RACHEL BETH 750 FIELD MANOR DRIVE MERRITT ISLAND, FL 32953 Annual Reports
Report Year
Filed Date
2024
03/14/2024
2025
03/24/2025
2026
04/11/2026
Document Images 04/11/2026 -- ANNUAL REPORT
View image in PDF format
03/24/2025 -- ANNUAL REPORT
View image in PDF format
07/15/2024 -- Amendment
View image in PDF format
03/14/2024 -- ANNUAL REPORT
View image in PDF format
01/31/2023 -- ANNUAL REPORT
View image in PDF format
06/13/2022 -- Amendment
View image in PDF format
02/03/2022 -- ANNUAL REPORT
View image in PDF format
01/15/2021 -- ANNUAL REPORT
View image in PDF format
02/10/2020 -- ANNUAL REPORT
View image in PDF format
12/10/2019 -- Amendment
View image in PDF format
06/14/2019 -- ANNUAL REPORT
View image in PDF format
03/09/2018 -- ANNUAL REPORT
View image in PDF format
01/17/2017 -- ANNUAL REPORT
View image in PDF format
01/23/2016 -- ANNUAL REPORT
View image in PDF format
01/12/2015 -- ANNUAL REPORT
View image in PDF format
06/13/2014 -- Name Change
View image in PDF format
01/16/2014 -- ANNUAL REPORT
View image in PDF format
11/27/2013 -- Amendment
View image in PDF format
02/11/2013 -- ANNUAL REPORT
View image in PDF format
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=FIELDMA…
2/3
5/27/26, 10:33 AM
Detail by Entity Name
02/29/2012 -- ANNUAL REPORT
View image in PDF format
03/03/2011 -- ANNUAL REPORT
View image in PDF format
02/22/2010 -- ANNUAL REPORT
View image in PDF format
02/24/2009 -- ANNUAL REPORT
View image in PDF format
03/07/2008 -- ANNUAL REPORT
View image in PDF format
03/16/2007 -- ANNUAL REPORT
View image in PDF format
03/15/2006 -- ANNUAL REPORT
View image in PDF format
03/22/2005 -- ANNUAL REPORT
View image in PDF format
02/04/2004 -- ANNUAL REPORT
View image in PDF format
03/10/2003 -- ANNUAL REPORT
View image in PDF format
01/30/2002 -- ANNUAL REPORT
View image in PDF format
01/22/2001 -- ANNUAL REPORT
View image in PDF format
01/20/2000 -- ANNUAL REPORT
View image in PDF format
05/10/1999 -- ANNUAL REPORT
View image in PDF format
06/12/1998 -- Domestic Non-Profit
View image in PDF format
Florida Department of State, Division of Corporations
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=FIELDMA…
3/3
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses Personnel - Administrative Travel Collections/Acquisitions Insurance
2026-2027 projection
2025-2026 actuals
$208,331.00
$194,467.56
$13,863.44
$400.00
$359.99
$40.01
Difference
2026-2027 projection
Income
2025-2026 actuals
Difference
Donated goods/services
$20,000.00
$11,132.51
$8,867.49
Donations & Public Support
$20,000.00
$25,429.70
-$5,429.70
$528.30
$159.65
$368.65
Memberships
$7,700.00
$5,185.00
$2,515.00
$6,896.00
$6,299.16
$596.84
Program venue
$39,625.00
$28,830.75
$10,794.25
Revenue from other sources
$208,720.00
$224,742.33
-$16,022.33
$516.17
$692.93
-$176.76
New roof
$54,750.00
$18,250.00
$36,500.00
$0.00
Survey
$49,875.00
$0.00
$49,875.00
$0.00
$321,296.47
$220,229.29
$101,067.18
$0.00
Program Expenses
$163,100.00
$146,560.66
$16,539.34
$0.00
Other G & A
$19,881.00
$24,287.53
-$4,406.53
Advertising - brochures, rackcoards
Subtotal Other Expenses
$0.00
$0.00 $0.00
$0.00 Subtotal Income Income Sponsors
$
296,045.00
$
295,310.29
$734.71
$0.00
$0.00
$0.00 $0.00
$0.00 Income Other
$0.00
TDC grant funding
$12,500.00
$12,500.00
$0.00
$0.00
Florida DOS
$104,625.00
$18,250.00
$86,375.00
$0.00
Total Income
$413,170.00
Total Expenses Paid
$509,762.47
$395,367.48
114,394.99
Profit/Loss
-$96,592.47
-$69,307.19
$-27,285.28
$326,060.29
$87,109.71
$0.00 $0.00 $182,981.00
$170,848.19
$12,132.81
Out-of-County
$3,160.00
$2,865.00
$295.00
In County
$2,325.00
$1,425.00
$900.00
Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$0.00 $0.00 $0.00 $0.00 $0.00 Subtotal Marketing Expenses
$182,981.00
$170,848.19
$12,132.81
Total Expenses 2026-2027
$509,762.47
$395,367.48
$114,394.99
.
Updated: 7/7/2026
Wizard of Oz
Return to Table of Contents
For TDO use: PROJECT #20
Tourism
Development
FY 2026-2027
Marketing
Application Applicant
Is this
I
Office
Packet
jI
s
Applicant
Program
checklist
Organization:
o rgariization
Support
The
Wizard
year-round
of Oz Museum
programming?
NO
Event
Name:
Yes 1.
CompLeted
2.
CopyoflRSArticLesof Incorporation
3.
No
Comment
X
application
\
- (if applicable)
CopyoflRSDeterminationletter /
Nffi
- (if appLicabLe)
k
4.
CopyofSunBiz.org(ifapplicabLe)
5.
Copy
of 990
Copy
of completed
6.
.\
INffl
(if applicable) W-9
/\
Income/Expense (required
8.
This
I
x"
all applicants)
meets
the
or 250
room
nights
I j
NO
a
All 6ocumerits
Peter
for
CopyoftheApplicantchecklist
application
(CulturaL)
worksheet
Cranis,
have
beeii
Executive
d
!>
/'
(March
2024) 7.
/l
x
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Fred Trust
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming The Wizard of oz Museum Organization address 333 west cocoa beach causeway State Florida City Cocoa Beach Zip 32931 Primary contact name Fred Trust
Primary contact phone number 410-530-3265 Primary contact email Fred_trust@yahoo.com Secondary contact name Palina trust Secondary contact phone number 888-949-6369 Secondary contact email palinatrust@gmail.com Organization website address Wizardofozflorida.com
6. (untitled) 4. Which best describes your organization? For profit, LLC, Inc., etc.
7. (untitled) 5.
What is your Federal Employee ID number? 85-0822863
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
9. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
10. (untitled)
What is the first date of your event?
11. (untitled)
In total, how many days will your event be held?
12. (untitled) 7.
Do you have a second event? No
13. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled) 8.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled)
What types of marketing do you plan to do for this event?
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
8.
Billboards Digital advertising (banner ads, etc.) Search advertising (pay-per-click, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video
22. (untitled)
What are your social media handles?
9.
Facebook : @wizardofozmuseum Instagram : @wizardofozmuseum YouTube : #thewizardofozmuseum
23. (untitled) 10.
What hashtags do you currently use?
#wizardofozmuseum
24. (untitled) 11.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions
of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Fred Trust
25. (untitled)
Upload a copy of your organization's IRS Determination letter.
26. (untitled)
Upload a copy of your organization's 990 form.
27. (untitled) 12.
Upload a copy of your organization's Articles of Incorporation.
corporation.pdf
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 13.
corporation.pdf
29. (untitled) 14.
Upload your completed W-9 form.
corporation.pdf
30. (untitled)
15.
Upload your completed Event Income/Expense report.
corporation.pdf
31. (untitled) 16.
Upload your completed Checklist.
corporation.pdf
32. (untitled) 17.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Fred Trust
33. Thank You! New Send Email Jun 22, 2026 13:11:34 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2025 FLORIDA LIMITED LIABILITY COMPANY ANNUAL REPORT
FILED Feb 03, 2025 Secretary of State 2134230553CC
DOCUMENT# L20000064047 Entity Name: OZ STORE LLC Current Principal Place of Business: 7099 ATLANTIC AVE CAPE CANAVERAL, FL 32920
Current Mailing Address: 1691 WEKIVA DRIVE MELBOURNE, FL 32940 US FEI Number: 85-0822863
Certificate of Status Desired: No
Name and Address of Current Registered Agent: TRUST, FREDERICK 1691 WEKIVA DRIVE MELBOURNE, FL 32940 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: FREDERICK TRUST
02/03/2025 Date
Electronic Signature of Registered Agent
Authorized Person(s) Detail : Title
AR
Name
TRUST, PALINA
Address
1691 WEKIVA DRIVE
City-State-Zip:
MELBOURNE FL 32940
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: PALINA TRUST Electronic Signature of Signing Authorized Person(s) Detail
OWNER
02/03/2025 Date
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses Building Lease /Loan
2026-2027 projection $240,000.00
2025-2026 actuals
Difference
Income
$60,000.00 $180,000.00
Gross revenue
2026-2027 projection
2025-2026 actuals
$500,000.00
$686,900.00 -$186,900.00
Difference
Utilities
$20,000.00
$15,000.00
$5,000.00
Maintenance
$30,000.00
$20,000.00
$10,000.00
$0.00
Salary
$120,000.00
$120,000.00
$0.00
$0.00
Real Estate taxes
$19,000.00
$11,000.00
$8,000.00
$0.00
$0.00
$180,000.00
-$180,000.00
$0.00
New building purchase
$0.00
Construction
$500,000.00
$400,000.00 $100,000.00
$0.00
Subtotal Other Expenses
$929,000.00
$806,000.00 $123,000.00
$0.00
Insurance
$0.00 $8,000.00
$5,000.00
$3,000.00
$0.00
$0.00 $0.00 $0.00
Subtotal Income Income Sponsors
$500,000.00
$0.00
$686,900.00 -$186,900.00
$0.00 $0.00 $0.00
Income Other
$0.00
TDC grant funding
$12,500.00
$12,500.00
$0.00
Total Income
$512,500.00
$699,400.00
-$186,900.00 $126,000.00
$0.00
$0.00 $0.00 Subtotal Other Expenses
$8,000.00
$5,000.00
$0.00 $3,000.00
Total Expenses Paid
$937,000.00
$811,000.00
Profit/Loss
-$424,500.00
-$111,600.00 -$312,90000
Marketing - please specify Brevard/Out-of-County $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses Total Expenses 2026-2027
$937,000.00
$811,000.00
$126,000.00
.
Updated: 7/7/2026
Native Heritage Gathering
Return to Table of Contents
For TDO use: PROJECT #21
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
I
YES
Program
checklist
Organization:
orgariization
Support
Native
Heritage
year-round
Gathering,
Inc.
programming?
s
Applicant
Event
Name:
1 8th Annual
1.
Completed
2.
CopyoflRSArticLesof
Native
Rhythms
No
Yes application
Incorporation
Festival
Comment
JX'
/%
N//v
- (if applicable)
*
3.
CopyoflRSDeterminationLetter - (if applicable)
=x
4.
CopyofSunBiz.org(ifapplicabLe)
X
5.
Copyof990(ifapp(icable)
6.
Copy
X
of completed
W-9
(March
X'
2024) 7.
Income/Expense (required
8.
This
Copy
documerits
Peter
meets
the
checklist
minimum
requirement
/
of 5,001
out-of-county
attendees
or 250 room nights (Sports).
YES All
x" X
for all applicants)
of the Applicant
application
(CulturaO
worksheet
Cranis,
I
s ha
e bee>q
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) Response ID:6 Data 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Martha Pessaro
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Native Heritage Gathering, Inc. Organization address 1280 Marshall Court State FL City Merritt Island Zip 32953 Primary contact name Martha Pessaro
Primary contact phone number 3215052418 Primary contact email Martha@nativeRhythmsFestival.com Secondary contact name John Ellis Secondary contact phone number 3219170276 Secondary contact email John@Nativerhythmsfestival.com Organization website address https://NativeRhythmsFestival.com
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 36-4508361
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
8. (untitled) 7.
EVENT INFORMATION - #1 Name of event 18th Annual Native Rhythms Festival Event website address (if different from organization website) https://NativeRhythmsFestival.com Event location
Wickham Park Melbourne, Florida
9. (untitled)
What is the first date of your event?
8.
11/13/2026
10. (untitled)
In total, how many days will your event be held?
9. 3
11. (untitled)
Do you have a second event?
10. No
12. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled)
Do you have a third event?
16. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled) 11.
What types of marketing do you plan to do for this event?
Digital advertising (banner ads, etc.) Radio Search advertising (pay-per-click, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video Other - Please be specific.....: PowWow Highway
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
21. (untitled) 12.
What are your social media handles?
Facebook : NativeRhythmsFestival Instagram : NativeRhythmsFestival YouTube : NativeRhythmsFestival
22. (untitled) 13.
What hashtags do you currently use?
#NativeRhythmsFestival
23. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Martha Pessaro
24. (untitled) 15.
Upload a copy of your organization's IRS Determination letter.
NHGI_501C3_(6).pdf
25. (untitled) 16.
Upload a copy of your organization's 990 form.
2026990N.pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 17.
SUNBIZ2026NHGI.pdf
28. (untitled)
18.
Upload your completed W-9 form.
W9NHGI.pdf
29. (untitled) 19.
Upload your completed Event Income/Expense report.
NHGIExpense_Revenue.pdf
30. (untitled) 20.
Upload your completed Checklist.
ChecklistNHGI.pdf
31. (untitled) 21.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Martha Pessaro
32. Thank You! New Send Email Jun 03, 2026 22:04:06 Failure: Email not sent.
Form 990-N
for Tax-Exempt Organization not Required to File Form 990 or 990-EZ
OMB No. 1545-2085
rm no at t s ion en C d op to y. IR S.
Department of the Treasury Internal Revenue Service
Electronic Notice (e-Postcard)
2025
Open to Public Inspection
A For the 2025 Calendar year, or tax year beginning 2025-01-01 and ending 2025-12-31 B Check if available Terminated for Business Gross receipts are normally $50,000 or less
E Website:
C Name of Organization: NATIVE HERITAGE GATHERING 1280 Marshall Ct, Merritt
D Employee Identification Number 36-4508361
Island, FL, US, 32953
F Name of Principal Officer: Martha Shepherd Pessaro 1280 Marshall Ct, Merritt
fo
Island, FL, US, 32953
In
Privacy Act and Paperwork Reduction Act Notice: We ask for the information on this form to carry out the Internal Revenue laws of the United States. You are required to give us the information. We need it to ensure that you are complying with these laws.
D
o
The organization is not required to provide information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. The rules governing the confidentiality of the Form 990-N is covered in code section 6104. The time needed to complete and file this form and related schedules will vary depending on the individual circumstances. The estimated average times is 15 minutes. Note: This image is provided for your records only. Do Not mail this page to the IRS. The IRS will not accept this filing via paper. You must file your Form 990-N (e-Postcard) electronically.
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT
FILED Apr 13, 2026 Secretary of State 8764103145CC
DOCUMENT# N02000007847 Entity Name: NATIVE HERITAGE GATHERING, INC. Current Principal Place of Business: 1280 MARSHALL COURT MERRITT ISLAND, FL 32953
Current Mailing Address: 1280 MARSHALL COURT MERRITT ISLAND, FL 32953 FEI Number: 36-4508361
Certificate of Status Desired: No
Name and Address of Current Registered Agent: PESSARO, MARTHA S 1280 MARSHALL COURT MERRITT ISLAND, FL 32953 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
D
Title
T
Name
ELLIS, JOHN
Name
PESSARO, MARTHA
Address
3641 TURTLEMOUND ROAD
Address
1280 MARSHALL CT
City-State-Zip:
MELBOURNE FL 32934
City-State-Zip:
MERRITT ISLAND FL 32953
Title
DIRECTOR
Title
DIRECTOR
Name
RANSOM, TOM R
Name
BUGAISKI, JOYCE JR.
Address
1008 SHAWNDA LANE
Address
4709 S. DOSSEY ROAD
City-State-Zip:
KISSIMMEE FL 34744
City-State-Zip:
LAKELAND FL 33811
Title
DIRECTOR
Name
ABBONDANZA, ANNETTE
Address
12612 LAKEBROOK DRIVE
City-State-Zip:
ORLANDO FL 32828
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: MARTHA SHEPHERD PESSARO Electronic Signature of Signing Officer/Director Detail
TREASIRER
04/13/2026 Date
Marketing Support Program FY 2026-2027 Event Income/Expense Report 2026-2027 projection
2025-2026 actuals
Difference
Contracted Services
$25,000.00
$17,500.00
$7,500.00
Vendor Fees
$12,000.00
$9,447.95
Equipment
$1,000.00
$0.00
$1,000.00
Individual Contributions
$15,000.00
$22,373.50
-$7,373.50
Insurance
$500.00
$505.00
-$5.00
Corporate Contributions
$7,000.00
$3,243.62
$3,756.38
$8,200.00
$8,500.00
-$300.00
Foundation Support
$5,000.00
$10,250.00
-$5,250.00
$0.00
$0.00
Expenses
Outside Artistic Services
Income
2026-2027 projection
2025-2026 actuals
Difference $2,552.05
Space Rental
$2,500.00
$3,933.66
-$1,433.66
Materials
$5,100.00
$8,076.49
-$2,976.49
$0.00
Supplies
$500.00
$216.88
$283.12
$0.00
$42,800.00
$38,732.03
$4,067.97
$0.00
$4,370.58
-$4,170.58
$0.00
$0.00
$0.00
Subtotal Other Expenses Other Misc Expenses
State Support
$0.00
$0.00 $200.00
Subtotal Income Income Sponsors
$39,000.00
$45,315.07
-$6,315.07
$0.00 $0.00
Fundraisers
$1,000.00
$706.00
$294.00
$0.00
$0.00 $0.00
Income Other
$0.00
TDC grant funding
$0.00
$5,000.00 -$5,000.00
$0.00
Total Income
$40,000.00
$51,021.07
Total Expenses Paid
$47,000.00 $46,851.91
$148.09
Profit/Loss
-$7,000.00 $4,169.16
-$11,169.16
-$4,021.07
$0.00 $0.00 $0.00 -$4,170.58 $4,370.58
Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$200.00
Social Media OOC
$2,000.00
$1,289.00
$711.00
Printed Media OOC
$2,000.00
$2,460.30
-$460.30
$0.00 $0.00 $0.00 $0.00 $0.00 Subtotal Marketing Expenses
$4,000.00
$3,749.30
$250.70
Total Expenses 2026-2027
$47,000.00
$46,851.91
$148.09
.
Updated: 6/3/2026
Veteran’s Memorial Reunion
Return to Table of Contents
For TDO use: PROJECT #22
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
j
Office Program
checklist
Organization:
organization
Support
Veterans
year-round
Memorial
Reunion,
Inc.
programming?
II s
YES
Applicant
Event
Name:
39'h All Veterans
1.
Completed
2.
CopyoflRSArticLesof
Reunion
Yes
Incorporation
Comment
No
X
application
"7 r
- (if applicable)
J&
3.
CopyoTIRSDeterminationLetter
X
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if appLicabLe)
/X%
')=C
(if applicable)
/i
W-9
(March
X
2024) 7.
Income/Expense (required
8.
This
Copy
All documerits
Peter
of the Applicant
or 250
YES
Cranis
X X
for a(l applicants)
appLication
(Cultural)
worksheet
meets
the
room
nights
checklist
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
l_ s have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Charles H. Heywood
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Veterans Memorial Reunion Inc Organization address 106 Hurwood Ave State FL City Merritt Island Zip 32953 Primary contact name Charles H Heywood
Primary contact phone number 561-445-8503 Primary contact email coo@vmri.org Secondary contact name Mike Roman Secondary contact phone number 678-480-2900 Secondary contact email president@vmri.org Organization website address www.vmri.org
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 93-4441136
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
8. (untitled) 7.
EVENT INFORMATION - #1 Name of event 39th All Veterans Reunion Event website address (if different from organization website) Same Event location
Wickham Park, Melbourne FL
9. (untitled)
What is the first date of your event?
8.
05/01/2027
10. (untitled)
In total, how many days will your event be held?
9.
11
11. (untitled)
Do you have a second event?
10. No
12. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled)
Do you have a third event?
16. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled) 11.
What types of marketing do you plan to do for this event?
Billboards Digital advertising (banner ads, etc.) Radio Search advertising (pay-per-click, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
21. (untitled) 12.
What are your social media handles?
Facebook : https://www.facebook.com/VMRI.org Instagram : n/a YouTube : n/a
22. (untitled) 13.
What hashtags do you currently use?
#VMRI, #AnnualAllVeteransReunion, #VeteransMemorialReunionInc, #MemorialWall, #SpaceCoast, #Florida, #WickhamPark, #LiveMusic, #FoodTrucks, #Vendors, #JobFair, #VietnamTravelingMemorialWall, #HonorAndRemember, #Veterans,
#AllGaveSomeSomeGaveAll
23. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Charles Heywood
24. (untitled) 15.
Upload a copy of your organization's IRS Determination letter.
FinalLetter_93-4441136_VETERANSMEMORIALREUNIONINC_08042025_00.pdf
25. (untitled) 16.
Upload a copy of your organization's 990 form.
VMRI_-_990N_filed_2025.pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 17.
VMRI_SUNBIZ.pdf
28. (untitled) 18.
Upload your completed W-9 form.
VMRI_w-9.pdf
29. (untitled) 19.
Upload your completed Event Income/Expense report.
VMRi_Revenue_Expense_worksheet_FY26-27.pdf
30. (untitled) 20.
Upload your completed Checklist.
VMRI_-MSP_applicant_checklist_5.26.2026_(edited).pdf
31. (untitled) 21.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Charles Heywood
32. Thank You! New Send Email Jun 16, 2026 10:35:40 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Department of the Treasury Internal Revenue Service Tax Exempt and Government Entities P.O. Box 2508 Cincinnati, OH 45201
Date:
02/02/2026 Employer ID number:
93-4441136 Form 990-PF:
Yes Person to contact:
Name: C.Simmons ID number: 4427975 Telephone: (877) 829-5500
VETERANS MEMORIAL REUNION INC PO BOX 110801 PALM BAY, FL 32911
Dear Applicant: In your letter dated 08/04/2025, you requested a reclassification of foundation status as a public charity. Our records indicate you are classified as a private non operating foundation. You claim you're erroneously classified as a private foundation and are requesting correction of the error. Based on the information you provided, we determined you meet the requirements for classification as a public charity described in IRC Sections 509(a)(2) and updated our records. Because your tax-exempt status wasn't under consideration, you continue to be classified as an organization exempt from federal income tax under IRC Section 501(c)(3). For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. This letter could help resolve questions on your foundation status. Keep it for your records. Sincerely, Stephen A. Martin Director, Exempt Organizations Rulings and Agreements
Letter 4425 (Rev. 8-2021) Catalog Number 52256W
6/15/26, 11:16 AM
Tax Exempt Organization Search Details | Internal Revenue Service
Veterans Memorial Reunion Inc. EIN: 93-4441136 | Palm Bay, Florida, United States
Other Names VETERANS MEMORIAL REUNION INC
Publication 78 Data Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions. On Publication 78 Data List: Yes Deductibility Code: PC
Determination Letter A favorable determination letter is issued by the IRS if an organization meets the requirements for tax-exempt status under the Code section the organization applied.
Final Letter(s) FinalLetter_934441136_VETERANSMEMORIALREUNIONINC_02022024_00.pdf [/pub/epostcard/dl/FinalLetter_934441136_VETERANSMEMORIALREUNIONINC_02022024_00.pdf]
FinalLetter_934441136_VETERANSMEMORIALREUNIONINC_08042025_00.pdf [/pub/epostcard/dl/FinalLetter_934441136_VETERANSMEMORIALREUNIONINC_08042025_00.pdf]
Form 990-N (e-Postcard) https://apps.irs.gov/app/eos/details/
1/2
6/15/26, 11:16 AM
Tax Exempt Organization Search Details | Internal Revenue Service
Organizations who have filed a 990-N (e-Postcard) annual electronic notice. Most small organizations that receive less than $50,000 fall into this category.
Tax Period: 2025 (01/01/2025-12/31/2025) EIN: 93-4441136 Organization Name (Doing Business as): VETERANS MEMORIAL REUNION INC Mailing Address: 106 Hurwood Ave Merritt Island, FL 32953 United States Principal Officer's Name and Address: Michael K Roman 740 Glendale Ave Palm Bay, FL 32907 United States Gross receipts not greater than: $50,000 Organization has terminated: No Website URL: www.vmri.org
https://apps.irs.gov/app/eos/details/
2/2
6/15/26, 2:35 PM
Detail by Entity Name Division of Corporations
Florida Department of State
Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name Florida Not For Profit Corporation VETERANS MEMORIAL REUNION INC. Filing Information
Document Number
N23000013030
FEI/EIN Number
93-4441136
Date Filed
10/27/2023
Effective Date
01/01/2024
State
FL
Status
ACTIVE
Principal Address
106 Hurwood Ave Merritt Island, FL 32953 Changed: 02/18/2026 Mailing Address
106 Hurwood Ave Merritt Island, FL 32953 Changed: 02/18/2026 Registered Agent Name & Address
HEYWOOD, CHARLES H, IV 106 HURWOOD AVE MERRITT ISLAND, FL 32953 Name Changed: 02/18/2026 Address Changed: 02/18/2026 Officer/Director Detail
Name & Address Title P ROMAN, MICHAEL K 740 GLENDALE AVE NW PALM BAY, FL 32907 Title VP https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=VETERAN…
1/2
6/15/26, 2:35 PM
Detail by Entity Name
TORRES, KENNIAN C 2702 CARLSON CIRCLE APT 202 202 MELBOURNE, FL 32901 Title COO HEYWOOD, CHARLES H, IV 106 HURWOOD AVE MERRITT ISLAND, FL 32953 Annual Reports
Report Year
Filed Date
2025
03/25/2025
2026
02/18/2026
Document Images 02/18/2026 -- ANNUAL REPORT
View image in PDF format
03/25/2025 -- ANNUAL REPORT
View image in PDF format
10/27/2023 -- Domestic Non-Profit
View image in PDF format
Florida Department of State, Division of Corporations
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=VETERAN…
2/2
Marketing Support Program - Veterans Memorial Reunion Inc FY 2026-2027 Event Income/Expense Report 2026-2027 projection
2025-2026 actuals
Difference
Income
2026-2027 projection
2025-2026 actuals
Delivery
$1,000.00
Event Contractors
$6,000.00
$1,072.58
-$72.58
Direct Donations
$18,000.00
$15,991.99
$2,008.01
$6,784.00
-$784.00
Fundraising, Taxable
$18,000.00
$15,357.95
$2,642.05
Event Equipment Event Insurance
$12,000.00
$14,587.48
-$2,587.48
Vendor Donations
$9,000.00
$6,277.29
$2,722.71
$2,200.00
$2,005.75
$194.25
$0.00
Permits, Police, & Inspections
$3,500.00
$3,425.00
$75.00
$0.00
Event Consumables
$7,500.00
$7,022.64
$477.36
$0.00
Cost of Goods Sold
$13,000.00
$12,432.00
$568.00
$0.00
Subtotal Other Expenses
$45,200.00
$47,329.45
-$2,129.45
$0.00
Bank Service Charges
$125.00
$119.36
$5.64
Expenses
$0.00
Business Licenses & Fees
$65.00
$61.25
$3.75
Office Expenses
$400.00
$304.75
$95.25
$300.00
$140.00
$2,200.00
$2,184.32
Software Subscriptions Fuel
Difference
$0.00 $0.00 $45,000.00
$37,627.23
$7,372.77
$160.00
Subtotal Income Income Sponsors
$15.68
Sponsorships
$5,000.00
$2,500.00
$2,500.00
$0.00
$12,500.00
-$12,500.00
$0.00 $0.00
Income Other
$0.00
TDC grant funding
$0.00
Total Income
$50,000.00
$52,627.23
-$2,627.23
Total Expenses Paid
$49,690.00
$50,732.60
-$1,042.60
$310.00
$1,894.63
-$1,584.63
$0.00 $0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$3,090.00
$2,809.68
$274.68
Advertising - In Brevard
$500.00
$195.82
$304.18
Printing & Publications - In Brevard
$400.00
$397.65
$2.35
Booth & Event Space
$500.00
$0.00
$500.00
Profit/Loss
$0.00 $0.00 $0.00 $0.00 Subtotal Marketing Expenses
$1,400.00
$593.47
$806.53
Total Expenses 2026-2027
$49,690.00 $50,732.60 -$1,042.60
.
Updated: 6/15/2026
Melbourne Art Festival
Return to Table of Contents
For TDO use: PROJECT #23
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
I
Office Program
checklist
Organization:
orgariization
Support
Melbourne
year-round
Art
Festival,
Inc.
programming?
Ia
YES
AppLicant
Event
Name:
42nd Melbourne
Art
Festival
Yes 1.
Completed
application
2.
CopyoflRSArticlesof Incorporation
No
Comment
X
/l
N/hr
- (if applicable)
14
3.
Copy
of IRS Determination
letter
x
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
or 990
6.
Copy
of completed
(if appLicabLe)
W-9
(March
2024) 7.
Income/Expense
8.
CopyoftheAppLicantcheckList
(required
This
(Cultural)
l
or 250
YES
A// documerits
Peter
Cranis
worksheet
for all applicants)
application
meets
the
room
nights
I I have
/X
'X
(if appLicable)
X X 'x
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
s
beei-i
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Douglas Taylor
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Melbourne Art Festival, Inc. Organization address PO Box 611 State Fl City Melbourne Zip 32902 Primary contact name Doug Taylor
Primary contact phone number 3212887429 Primary contact email news@melbournearts.org Secondary contact name Gregory Bell Secondary contact phone number 321-722-1964 Secondary contact email mafinfo@melbournearts.org Organization website address http://www.melbournearts.org
6. (untitled) 4. Which best describes your organization? 501(C)(3)
7. (untitled) 5.
What is your Federal Employee ID number? F52VVZY1N5H9
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event 42nd Melbourne Art Festival Event website address (if different from organization website) http://www.melbournearts.org Event location
Wickham Park, Melbourne, Florida
10. (untitled)
What is the first date of your event?
8.
04/24/2027
11. (untitled)
In total, how many days will your event be held?
9. 2
12. (untitled)
Do you have a second event?
10. No
13. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled) 11.
What types of marketing do you plan to do for this event?
Billboards Digital advertising (banner ads, etc.) Radio Search advertising (pay-per-click, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video Other - Please be specific.....: Posters, Road Signs, Directories
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 12.
What are your social media handles?
Facebook : https://www.facebook.com/https://www.facebook.com/MelbourneArtFestival/ Instagram : https://www.instagram.com/https://www.instagram.com/melbourneartfestival/ YouTube : https://www.youtube.com/@melbourneartfestival5424
23. (untitled) 13.
What hashtags do you currently use?
#MelbourneArtFestival #MAF2027
24. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Douglas Taylor
25. (untitled) 15.
Upload a copy of your organization's IRS Determination letter.
MAF_IRS_non-profit_letter_small_size_file.pdf
26. (untitled) 16.
Upload a copy of your organization's 990 form.
Melbourne_Art_Festival_-_Form_990_Complete_-_10.1.22_to_9.30.23.pdf
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 17.
SunBiz_2026_Florida_Not_for_Profit_Report.pdf
29. (untitled) 18.
Upload your completed W-9 form.
W-9_-_Melbourne_Art_Festival,_Inc..pdf
30. (untitled) 19.
Upload your completed Event Income/Expense report.
Melbourne_Art_Festival_Income_Expense_Report_FY26-27.pdf
31. (untitled) 20.
Upload your completed Checklist.
TDO_FY_26-27_Marketing_Support_Program.pdf
32. (untitled) 21.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Douglas Taylor
33. Thank You! New Send Email Jun 22, 2026 11:28:26 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Department ot the Treasury
Internal Revenue Service
Washington, DC 20224 Person to Contact:
Melbourne Art Festival, Inc. P. o. Box 611 Melbourne, FL 32902
Mr. Friedlander
Telephone Number: Refer Reply to: Date:
Employer Identification Number: Key District: Accounting Period Ending: Foundation Status Classification: Effective Date of Ruling: Advance Ruling Period Begins: Advance Ruling Period Ends: Form 990 Required:
(202) 566-3712 E:EO:R:1-1
MAY 3 I 1991 59-2525180 Atlanta �arch 31 509(a)(2) October 2, 1990 October 2, 1990 March 31, 1995 Yes
Dear Applicant: Based on information supplied, and assuming your operations will be as stated in your application for recognition of exemption, we have determined you are exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code. You have agreed on your application for exemption under section 50l(c)(3) of the Code that your exemption is effective October 2, 1990, the date your completed application was filed. Because you are a newly created organization, we are not now 1naking a final determination of your foundation status under section 509(a) of the Code. However, beginning with the effective date of this ruling, we have determined that you can reasonably be expected to be a publicly supported organization described in the section(s) of the Code shown above. Accordingly, you will be treated as a publicly supported organization, and not as a private foundation, during the advance ruling period. This advance ruling period begins on the date your exemption under section 501(c)(3) of the Code is effective and ends on the date shown above. Within 90 days after the end of your advance ruling period, you must submit to your key District Director information needed to determine whether you hnve met the 19
.-. -2-
Melbourne Art Festival, Inc. requirements of the applicable support test during the advance ruling p�riod. If you establish that you have been a publicly supported organization, you will be classified as a section 509(a) (1) or 509(a) (2) organization as long as you continue to meet the requirements of the applicable support test. If you do not meet the public support requirements during the advance ruling period, you will be classified as a private foundation for future periods. Also, if you are classified as a private foundation, you will be treated as a private foundation from the effective date of this ruling for purposes of sections 507(d) and 4940. Donors may deduct contributions to you made on or after the effective date shown above, as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522, effective as of the date shown above. Donors (including private foundations) may rely on the advance ruling that you are not a private foundation until 90 days after your advance ruling period ends. If you submit the required information within 90 days, donors may continue to rely on the advance ruling until we make a final determination of your foundation status. However, if notice that you will no longer be treated as the type of organization shown above is published in the Internal Revenue Bulletin, donors may not rely on the advance ruling after the date of such publication. Also, donors (other than private foundations) may not rely on the classification shown above if they were in part responsible for, or were aware of, the act that resulted in your loss of that classification, or if they acquired knowledge that the Internal Revenue Service had given notice that you would be removed from that classification. Private foundations may rely on the classification shown�bove whether or not they were responsible for an act or failure to act that caused you to lose your classification as long as you were not directly or indirectly controlled by them or by disqualified persons with respect to them. However, private foundations may not rely on the classification shown above if they acquired knowledge that the Internal Revenue Service had given notice that you would be removed from that classification. 20
-3-
Melbourne Art Festival, Inc. If your sources of support, or your purposes, character, or methods of operation change, please let your key district know so that office can consider the effect of the change on your exempt status and foundation status. In the case of an amended document or bylaws, please send a copy of the amended document or bylaws to your key district. Also, you should inform your key District Director of all changes· in your name or address. As of January 1, 1984, -you are liable for taxes under the Federal Insurance·contributions Act (social security taxes) on remuneration of $100 or more you pay to each of your employees during a calendar year. You are not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Since you are not a private foundation, you are not subject to the excise taxes under Chapter 42 of the Code. However, you are not automatically exempt from other federal excise taxes. If you have questions about excise, employment, or other federal taxes, please contact your key District Director. If your organizatiop conducts fund-raising events such as benefit dinners, auctions, membership drives, etc., where something of value is received in return for contributions, you can help your contributors avoid difficulties with their income tax returns by assisting them in determining the proper tax treatment of their contributions. To do this you should, in advance of the event, determine the fair-market value of the benefit received and state it in your fund-raising materials such as solicitations, tickets and receipts in such a way that your contributors can determine how much is deductible and how much is not. To assist you in this, the Service has issued Publication 1391, Deductibility of Payments Made to Organizations Conducting Fund-Raising Events. You may obtain copies of Publication 1391 from your key district office. In the heading of this letter we have indicated whether you must file Form 990, Return of Organization Exempt From Income Tax . If Yes is indicated, you are required to file Form 990 only if your gross receipts each year normally are more than $25,000. If your gross receipts each year are not normally more than $25,000, we ask that you establish that you 21
-4-
Melbourne Art Festival, Inc. are not required to file Form 990 by completing Part I of that Form for-your first year. Thereafter, you will not be required to file a return until your gross receipts normally exceed the $25,000 minimum. For guidance in determining if your gross receipts are "normally" not more than the $25,000 limit, see the instructions for the Form 990. If a return is required, it must be filed by the 15th day of the fifth month after the end of your annual accounting period. A penalty of $10 a day is charged when a return is filed late, unless there is reasonable cause for the delay. The m�ximum penalty charged cannot exceed $5,000 or 5 percent of your gross receipts for the year, whichever is less. This penalty may also be charged if a return is not complete, so please be sure your return is complete before you file it. You are required to make your annual return available for public inspection for three years after the return is due. You are also required to make available a copy of your exemption application and supporting documents, and this exemption letter. Failure to make these documents available for public inspection may subject you to a penalty of $10 per day for each day there is a·failure to comply (up to a maximum of $5,000 in the case of an annual r�turn). See Internal Revenue Service Notice 88-120, 1988-2 C.B. 454, for additional information. You are not required to file federal income tax returns unless you are subject to the tax on unrelated business income under Code. section 511. If you are subject to this tax, you must file an income tax return on Form 990-T, Exempt In this letter we are Organization Business Income Tax Return. not determining whether any of your present or proposed activities are unrelated trade or business as defined in section 513. You need an employer identification number even if you have no employees. Please use that number on all returns you file and in all correspondence with the Internal Revenue Service. We are informing your key District Director of this ruling. Because this letter could help resolve any questions about your exempt status and foundation status, you should keep it in your permanent records. 22
-5-
Melbourne Art Festival, Inc. If you have any questions about this ruling, please contact the person whose name and telephone number are shown in the heading of this letter. For other matters, including questions concerning reporting requirements, please contact your key District Director. SinG:J°l.s,
Conrad Rosenb Chief, Exemr-..t--...,.,� Rulings B anch Enclosure:
Form 872-C
23
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT
FILED May 01, 2026 Secretary of State 8267135846CC
DOCUMENT# N08464 Entity Name: MELBOURNE ART FESTIVAL, INC. Current Principal Place of Business: 2013 MELBOURNE COURT MELBOURNE, FL 32901
Current Mailing Address: PO BOX 611 MELBOURNE, FL 32902 US FEI Number: 59-2525180
Certificate of Status Desired: No
Name and Address of Current Registered Agent: VAUGHN, ELISE 2013 MELBOURNE COURT MELBOURNE, FL 32901 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: ELISE VAUGHN
05/01/2026 Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
PRESIDENT, DIRECTOR
Title
VP, DIRECTOR
Name
VAUGHN, ELISE
Name
CASTELLI, LINDA
Address
2013 MELBOURNE COURT
Address
608 JAPONICA DRIVE
City-State-Zip:
MELBOURNE FL 32901
City-State-Zip:
MELBOURNE FL 32935
Title
TREASURER, DIRECTOR
Title
DIRECTOR
Name
BELL, GREGORY
Name
D'AMATO, SALVATORE
Address
115 HICKORY STREET STE 106
Address
827 E MELBOURNE AVE
City-State-Zip:
MELBOURNE FL 32901
City-State-Zip:
MELBOURNE FL 32904 Title
DIRECTOR
Title
VP, DIRECTOR
Name
TAYLOR, DOUG
Name
HUCKABEE, RHONDA
Address
Address
2330 STRATFORD POINTE DR
5011 DIXIE HWY NE APT A309
City-State-Zip:
MELBOURNE FL 32904
City-State-Zip:
PALM BAY FL 32905
Title
DIRECTOR
Title
DIRECTOR
Name
LECLAIR, PATRICIA
Name
MCNULTY, RACHELLE
Address
2481 CROOKED ANTLER DR
Address
1206 WILD ROSE NE
MELBOURNE FL 32934
City-State-Zip:
PALM BAY FL 32905
City-State-Zip:
Continues on page 2
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: GREGORY BELL Electronic Signature of Signing Officer/Director Detail
TREASURER
05/01/2026 Date
Officer/Director Detail Continued : Title
SECRETARY, DIRECTOR
Name
KIDD, BOBBI
Address
736 WHITE PINE AVE
City-State-Zip:
ROCKLEDGE FL 32955
State of Florida Chief Financial Officer Department of Financial Services Bureau of Accounting 200 East Gaines Street Tallahassee, FL 32399-0354 Telephone: (850) 413-5519 Fax:(850) 413-5550
Substitute Form W-9 In order to comply with Internal Revenue Service (IRS) regulations, we require Taxpayer Identification information that will be used to determine whether you will receive a Form 1099 for payment(s) made to you by an agency of the State of Florida, and whether payments are subject to Federal withholding. The information provided below must match the information that you provide to the IRS for income tax reporting. Federal law requires the State of Florida to take backup withholding from certain future payments if you fail to provide the information requested. Taxpayer Identification Number (FEIN): 59-2525180 IRS Name: MELBOURNE ART FESTIVAL INC Address:
PO BOX 611 MELBOURNE, FL 32902-0000
Business Designation: Not For Profit
Certification Statement: Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer information AND 2. I am not subject to backup withholding because: (a) I am exempt from backup withholding or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding AND 3. I am a U.S. citizen or other U.S. person (including U.S. resident alien) Preparer's Name: DOUGLAS TAYLOR Preparer's Title: MELBOURNE ART FESTIVAL Phone: 321-288-7429 Email: news@melbournearts.org Date Submitted: 06/01/2022
Date printed from the State of Florida Substitute Form W-9 Website: 06/01/2022
Marketing Support Program Melbourne Art Festival - FY 2026-2027 Event Income/Expense Report Expenses Personnel - Administrative Outside Aritsit Servives/Fees
2026-2027 projection
2025-2026 actuals
Income
Difference
2026-2027 projection
2025-2026 actuals
Difference
$0.00
$0.00
$0.00
Admissions - Artists
$68,500.00
$68,500.00
$0.00
$2,500.00
$2,500.00
$0.00
Sales - Beverages
$18,900.00
$19,800.00
-$900.00
Wickham Park & Services
$8,840.00
$8,840.00
$0.00
Sales - Shirts/Posters
$5,250.00
$5,100.00
$150.00
Insurance
$11,250.00
$11,009.00
$241.00
Patron Tent Admission
$2,600.00
$2,500.00
$100.00
Equipment
$1,250.00
$1,250.00
$0.00
Police / Security / Parking
$15,000.00
$14,555.00
$445.00
Raffles Food / Concessions
$0.00
$0.00
$0.00
$8,500.00
$8,132.00
$368.00
$25,000.00
$22,000.00
$3,000.00
Carts / Radios
$6,850.00
$6,825.00
$25.00
Rentals - TentLogix Other Expenses
$24,100.00
$24,045.00
$55.00
Music and Production
$12,450.00
$12,450.00
$0.00
Porta-Potty
$7,500.00
$7,325.00
$175.00
Kids World
$4,400.00
$4,390.00
$10.00
Storage
$4,680.00
$4,680.00
$0.00
Florida Sales Tax
$6,600.00
$6,600.00
$0.00
$650.00
$650.00
$0.00
Artist Awards / Judges / Reception
$15,000.00
$19,100.00
-$4,100.00
Income Other
Miscellaneous
$2,000.00
$2,000.00
$0.00
TDC grant funding
$0.00
$12,500.00 -$12,500.00
$0.00
Total Income
$141,250.00
$138,532.00
$2,718.00
Student Scholarships
$1,750.00
$1,500.00
$250.00 $137,613.00
$141,014.00
-$3,401.00
$3,637.00
-$2,482.00
Fees - State & Licensing
Income Sponsors
$0.00 Total Expenses Paid
Total Above
$124,820.00
$127,719.00
-$2,899.00
Profit/Loss
Marketing - please specify Brevard/Out-of-County $2,500.00
$2,247.00
$253.00
Radio (Brev & Indian River)
Artist Advertising (Out)
$500.00
$500.00
$0.00
Facebook and Social (Out)
$3,200.00
$3,200.00
$0.00
Florida Today / Brev Bus New (Brev)
$2,500.00
$2,500.00
$0.00
Evvnt Florida Today Online (Out)
$895.00
$895.00
$0.00
Spectrum TV (Brev)
$1,500.00
$1,500.00
$0.00
Brevard Live/Spotlight (Brev)
$1,400.00
$1,400.00
$0.00
Artist Directory / Posters Marketing Expense
$2,798.00 $12,793.00
$3,300.00 $13,295.00
-$502.00
Total Expenses 2026-2027
$137,613.00
$141,014.00
-$3,401.00
-$502.00
.
Updated: 6/22/2026
Space Coast Birding Festival
Return to Table of Contents
For TDO use: PROJECT #24
FIORIDA
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
orgariization
Support
Space
year-round
Coast
Birding
and
Wildlife
Association,
Inc.
programming?
II a
YES
Applicant
Event
Name:
Space
Coast
Birding
& WildLiTe
Festival
No
Comment
Yes 1.
CompLeted
2.
CopyoflRSArticlesof
x
application
/i
k),4 4
Incorporation 3.
k
- (if applicable)
i4
CopyoflRSDeterminationletter
X
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of compLeted
x
(if applicable)
'X"
(if appLicabLe)
1%
W-9
(March
x
2024) 7.
Income/Expense (required
8.
This
application or 250
YES
All documerits
Peter
X
for all applicants)
CopyoftheAppLicantchecklist
(Cultural)
I
worksheet
Cranis,
meets
the
room
nights
x
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
II s have
beeii
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) Response ID:68 Data 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Brittany Jones
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming SPACE COAST BIRDING AND WILDLIFE ASSOCIATION, INC. Organization address PO Box 74 State FL City Mims Zip 32754 Primary contact name Brittany Jones
Primary contact phone number 904-885-0043 Primary contact email director@scbwa.net Secondary contact name Linda McMahan Secondary contact phone number 863-712-4500 Secondary contact email linda_mcmahan@icloud.com Organization website address https://scbwa.net
6. (untitled) 4. Which best describes your organization? 501(C)(3)
7. (untitled) 5.
What is your Federal Employee ID number? 92-2238262
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event Space Coast Birding & Wildlife Festival Event website address (if different from organization website) https://scbwa.net Event location
Radisson Resort at the Port, 8701 Astronaut Blvd., Cape Canaveral, FL 32920
10. (untitled)
What is the first date of your event?
8.
01/20/2027
11. (untitled)
In total, how many days will your event be held?
9. 5
12. (untitled)
Do you have a second event?
10. No
13. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled) 11.
What types of marketing do you plan to do for this event?
Digital advertising (banner ads, etc.) Direct mail Radio Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video Other - Please be specific.....: Field Marketing at other wildlife festivals
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 12.
What are your social media handles?
Facebook : Space Coast Birding and Wildlife Festival Instagram : @spacecoastbirdingfestival YouTube : N/A
23. (untitled) 13.
What hashtags do you currently use?
#SpaceCoastFlorida #VisitSpaceCoast #ExploreFlorida #WildFlorida #FloridaNature #FloridaOutdoors #SpaceCoastBirdingFestival #BirdsOfFlorida #WildlifeConservation #ConservationEducation #ProtectWildlife #FloridaWildlife
#YoungBirdersDay #WeLovePortCanaveral
24. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Brittany Jones
25. (untitled) 15.
Upload a copy of your organization's IRS Determination letter.
IRS_DeterminationFinalLetter_92-2238262_SPACECOASTBIRDINGANDWILDLIFEASSOCIATIONINC_04202023_00.pdf
26. (untitled) 16.
Upload a copy of your organization's 990 form.
Signed_Form_990E_04.30.25.pdf
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 17.
Sunbiz_SCBWA.pdf
29. (untitled) 18.
Upload your completed W-9 form.
SCBWA_W9_2026_Compressed.pdf
30. (untitled) 19.
Upload your completed Event Income/Expense report.
SCBWA_MSP_Revenue_Expense_worksheet_FY26-27.xls.pdf
31. (untitled) 20.
Upload your completed Checklist.
Checklist_Compressed.pdf
32. (untitled) 21.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Brittany Jones
33. Thank You! New Send Email Jun 22, 2026 09:04:42 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Department of the Treasury Internal Revenue Service Tax Exempt and Government Entities P.O. Box 2508 Cincinnati, OH 45201
Date:
04/26/2023 Employer ID number:
92-2238262 Person to contact:
Name: Customer Service ID number: 31954 Telephone: 877-829-5500
SPACE COAST BIRDING AND WILDLIFE ASSOCIATION INC PO BOX 956 CAPE CANAVERAL, FL 32920
Accounting period ending:
April 30 Public charity status:
509(a)(2) Form 990 / 990-EZ / 990-N required:
Yes Effective date of exemption:
January 3, 2023 Contribution deductibility:
Yes Addendum applies:
No DLN:
26053514005413
Dear Applicant: We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We determined you're a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter that you're required to file Form 990/990-EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Sincerely, Stephen A. Martin Director, Exempt Organizations Rulings and Agreements Letter 947 (Rev. 2-2020) Catalog Number 35152P
Detail by Entity Name
6/22/26, 8:39 AM
D I V I S I O N O F C O R P O R AT I O N S
Florida Department of State
Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name Florida Not For Profit Corporation SPACE COAST BIRDING AND WILDLIFE ASSOCIATION, INC. Filing Information
Document Number
N23000001177
FEI/EIN Number
92-2238262
Date Filed
01/03/2023
Effective Date
01/01/2023
State
FL
Status
ACTIVE
Principal Address
P.O. Box 74 Mims, FL 32754 Changed: 05/31/2024 Mailing Address
P.O. Box 74 Mims, FL 32754 Changed: 05/31/2024 Registered Agent Name & Address
Jones, Brittany 207 Woodland Ave St. Augustine, FL 32080 Name Changed: 05/28/2025 Address Changed: 05/28/2025 Officer/Director Detail
Name & Address Title VP
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResul…ng&listNameOrder=SPACECOASTBIRDINGWILDLIFEASSOC%20N230000011770
Page 1 of 3
Detail by Entity Name
6/22/26, 8:39 AM
Hood, Rochelle 1940 Tranquility Lane Titusville, FL 32796 Title Treasurer LINTEREUR, PHILIP 4465 BRIGHTON BLVD. MIAMI, FL 32754 Title Other SIMPSON, DEE FAIRBANKS 139 S. WILLOW ST FELLSMERE, FL 32948 Title P. MCMAHAN, LINDA 2920 SANCTUARY CIRCLE LAKELAND, FL 33803 Title Secretary JANTZER, CATHERINE 3036 Elder Street Titusville, FL 32796 Title Director Jones, Brittany 207 Woodland Ave St. Augustine, FL 32080 Annual Reports
Report Year
Filed Date
2024
03/05/2024
2025
05/28/2025
2026
02/04/2026
Document Images 02/04/2026 -- ANNUAL REPORT
View image in PDF format
05/28/2025 -- ANNUAL REPORT
View image in PDF format
06/12/2024 -- AMENDED ANNUAL REPORT
View image in PDF format
03/05/2024 -- ANNUAL REPORT
View image in PDF format
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResul…ng&listNameOrder=SPACECOASTBIRDINGWILDLIFEASSOC%20N230000011770
Page 2 of 3
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C
Taylor & Lockard, PA. 3960 South Banana River Blvd. Cocoa Beach, FL 32931 321-784-4515 December 12, 2025 CONFIDENTIAL Space Coast Birding and Wildlife Association, Inc. P.O. Box 74 Mims, FL 32754 Dear Brittany: We have prepared the following returns from information provided by you without verification or audit. Short Form of Organization Exempt From Income Tax (Form 990-EZ)
We suggest that you examine these returns carefully to fully acquaint yourself with all items contained therein to ensure that there are no omissions or misstatements. Attached are instructions for signing and filing each return. Please follow those instructions carefully. Enclosed is any material you furnished for use in preparing the returns. If the returns are examined, requests may be made for supporting documentation. Therefore, we recommend that you retain all pertinent records for at least seven years. In order that we may properly advise you of tax considerations, please keep us informed of any significant changes in your financial affairs or of any correspondence received from taxing authorities. If you have any questions, or if we can be of assistance in any way, please call. Sincerely, Taylor & Lockard, PA.
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C
Taylor & Lockard, PA. 3960 South Banana River Blvd. Cocoa Beach, FL 32931 321-784-4515 December 12, 2025 CONFIDENTIAL Space Coast Birding and Wildlife Association, Inc. P.O. Box 74 Mims, FL 32754
For professional services rendered in connection with the preparation of the following tax forms for year ending 4/30/25. Amount due
$
600.00
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C
Filing Instructions Space Coast Birding and Wildlife Association, Inc. Short Form Exempt Organization Tax Return Taxable Year Ended April 30, 2025
Date Due:
March 16, 2026
Remittance:
None is required. Your Form 990-EZ for the tax year ended 4/30/25 shows no balance due.
Signature:
You are using a Personal Identification Number (PIN) for signing your return electronically. Form 8879-TE, IRS e-file Signature Authorization for an Exempt Organization should be signed and dated by an authorized officer of the organization and returned to: Taylor & Lockard, PA. 3960 South Banana River Blvd. Cocoa Beach, FL 32931 Important: Your return will not be filed with the IRS until the signed Form 8879-TE has been received by this office.
Other:
Your return is being filed electronically with the IRS and is not required to be mailed. If you Mail a paper copy of your return to the IRS it will delay the processing of your return.
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527
Form
8879-TE
IRS E-file Signature Authorization for a Tax Exempt Entity For calendar year 2024, or fiscal year beginning . . . . . . . . 5/01 . . . . . . . . . . . , 2024, and ending . . . . . . 4/30 . . . . . . . . . , 20 25 ......
2024
Do not send to the IRS. Keep for your records. Go to www.irs.gov/Form8879TE for the latest information.
Department of the Treasury Internal Revenue Service Name of filer
Name and title of officer or person subject to tax
Part I
OMB No. 1545-0047
SPACE COAST BIRDING AND WILDLIFE ASSOCIATION, INC. PHILIP LINTEREUR TREASURER
EIN or SSN
92-2238262
Type of Return and Return Information
Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038-CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line 1a, 2a, 3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I. b Total revenue, if any (Form 990, Part VIII, column (A), line 12) . . . . . . . . . . . . . 1b 1a Form 990 check here . . . . . . . . . . . . . 2a Form 990-EZ check here . . . . . . . . . X b Total revenue, if any (Form 990-EZ, line 9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b b Total tax (Form 1120-POL, line 22) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b 3a Form 1120-POL check here . . . . . . b Tax based on investment income (Form 990-PF, Part V, line 5) . . . . . . . . . . . 4b 4a Form 990-PF check here . . . . . . . . . b Balance due (Form 8868, line 3c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b 5a Form 8868 check here . . . . . . . . . . . . 6a Form 990-T check here . . . . . . . . . . . b Total tax (Form 990-T, Part III, line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b 7a Form 4720 check here . . . . . . . . . . . . b Total tax (Form 4720, Part III, line 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b 8a Form 5227 check here . . . . . . . . . . . . b FMV of assets at end of tax year (Form 5227, Item D) . . . . . . . . . . . . . . . . . . . 8b 9a Form 5330 check here . . . . . . . . . . . . b Tax due (Form 5330, Part II, line 19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b b Amount of credit payment requested (Form 8038-CP, Part III, line 22) . . 10b 10a Form 8038-CP check here . . . . . . . .
Part II
32,242
Declaration and Signature Authorization of Officer or Person Subject to Tax
I am an officer of the above entity or Under penalties of perjury, I declare that X I am a person subject to tax with respect to (name of entity) , (EIN) and that I have examined a copy of the 2024 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal. PIN: check one box only
X I authorize
TAYLOR & LOCKARD, PA.
to enter my PIN
21527
as my signature
Enter five numbers, but do not enter all zeros
ERO firm name
on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return’s disclosure consent screen. As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2024 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return’s disclosure consent screen. Signature of officer or person subject to tax
Part III
Date
12/15/25
Certification and Authentication
ERO's EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.
59385131297 Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature on the 2024 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO's signature
VICTORIA
B LOCKARD
Date
12/15/25
ERO Must Retain This Form — See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So For Privacy Act and Paperwork Reduction Act Notice, see back of form. DAA
Form
8879-TE (2024)
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527
Form
Short Form Return of Organization Exempt From Income Tax
990-EZ
OMB No. 1545-0047
2024
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Open to Public Inspection
Do not enter social security numbers on this form, as it may be made public. Department of the Treasury Internal Revenue Service
Go to www.irs.gov/Form990EZ for instructions and the latest information.
For the 2024 calendar year, or tax year beginning Check if applicable: C Name of organization
A B
Address change Name change Initial return
05/01/24 , and ending 04/30/25 D Employer identification number
SPACE COAST BIRDING AND WILDLIFE ASSOCIATION, INC. Number and street (or P.O. box if mail is not delivered to street address)
Final return/terminated
P.O. BOX 74
Amended return
City or town, state or province, country, and ZIP or foreign postal code
Application pending
MIMS
92-2238262 Room/suite
E Telephone number
386-690-4705 FL 32754
F Group Exemption Number X if the organization is not Check required to attach Schedule B (Form 990).
G Accounting Method: X Cash H Accrual Other (specify) SCBWA.NET I Website: J Tax-exempt status (check only one) — X 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527 Trust Association Other K Form of organization: X Corporation L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets (Part II, column (B)) are $500,000 or more, file Form 990 instead of Form 990-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part I
$
Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I)
179,425 X 5,446
Check if the organization used Schedule O to respond to any question in this Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contributions, gifts, grants, and similar amounts received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Program service revenue including government fees and contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Membership dues and assessments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investment income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5a Gross amount from sale of assets other than inventory . . . . . . . . . . . . . . . . . . . . . . . . . 5b Less: cost or other basis and sales expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gain or (loss) from sale of assets other than inventory (subtract line 5b from line 5a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gaming and fundraising events: Gross income from gaming (attach Schedule G if greater than 6a $15,000) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,446 of contributions b Gross income from fundraising events (not including $ from fundraising events reported on line 1) (attach Schedule G if the 173,979 6b sum of such gross income and contributions exceeds $15,000) . . . . . . . . . . . . . . . . 147,183 c Less: direct expenses from gaming and fundraising events . . . . . . . . . . . . . . . . . . . . . 6c d Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a Gross sales of inventory, less returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . 7a b Less: cost of goods sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b c Gross profit or (loss) from sales of inventory (subtract line 7b from line 7a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Other revenue (describe in Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Grants and similar amounts paid (list in Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Benefits paid to or for members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Salaries, other compensation, and employee benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Professional fees and other payments to independent contractors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Occupancy, rent, utilities, and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Printing, publications, postage, and shipping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Other expenses (describe in Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses. Add lines 10 through 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 18 Excess or (deficit) for the year (subtract line 17 from line 9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with end-of-year figure reported on prior year’s return) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Other changes in net assets or fund balances (explain in Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Net assets or fund balances at end of year. Combine lines 18 through 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see the separate instructions.
1 2 3 4
5c
Net Assets
Expenses
Revenue
1 2 3 4 5a b c 6 a
DAA
6d
7c 8 9 10 11 12 13 14 15 16 17 18 19 20 21
26,796
32,242
20,313 20,313 11,929 947 12,876
Form 990-EZ (2024)
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527 Form 990-EZ (2024)
Part II
SPACE COAST BIRDING AND WILDLIFE
Balance Sheets (see the instructions for Part II)
Page 2
92-2238262
Check if the organization used Schedule O to respond to any question in this Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (A) Beginning of year
959 22 0 23 0 24 959 25 12 26 947 27
22 Cash, savings, and investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Land and buildings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Other assets (describe in Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Total assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Total liabilities (describe in Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Net assets or fund balances (line 27 of column (B) must agree with line 21) . . . . . . . . . . . . . . . .
Part III
Statement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . . . . . . . . .
X
What is the organization’s primary exempt purpose? SEE SCHEDULE O Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
X
(B) End of year
12,142 858 13,000 124 12,876
Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
28 . . .TO . . . . ENCOURAGE . . . . . . . . . . . . . . AWARENESS, . . . . . . . . . . . . . . . . APPRECIATION, . . . . . . . . . . . . . . . . . . . .EDUCATION, . . . . . . . . . . . . . . . .PRESERVATION, . . . . . . . . . . . . . . . . . . . .AND ................................... PROTECTION OF THE DIVERSITY OF BIRDS, WILDLIFE, AND . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .HABITAT . . . . . . . . . . . THE . . . . . . SPACE . . . . . . . . .COAST ......................... HAS TO OFFER . ............................................................................................................................... 28a (Grants $ ) If this amount includes foreign grants, check here . . . . . . . . . . . . . . . . . . . . . . . 29 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ............................................................................................................................... . ...............................................................................................................................
29a ) If this amount includes foreign grants, check here . . . . . . . . . . . . . . . . . . . . . . . 30 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (Grants $
. ............................................................................................................................... . ...............................................................................................................................
30a ) If this amount includes foreign grants, check here . . . . . . . . . . . . . . . . . . . . . . . (Grants $ 31 Other program services (describe in Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31a (Grants $ ) If this amount includes foreign grants, check here . . . . . . . . . . . . . . . . . . . . . . . 32 Total program service expenses (add lines 28a through 31a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated — see the instructions for Part IV) Part IV Check if the organization used Schedule O to respond to any question in this Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (a) Name and title
LINDA MCMAHAN PRESIDENT ROCHELLE HOOD ...................................................................... VICE PRESIDENT CATHERINE JANTZER ...................................................................... SECRETARY PHILIP LINTEREUR ...................................................................... TREASURER DEE FAIRBANKS SIMPSON ...................................................................... MEMBER AT LARGE BRITTANY JONES ...................................................................... DIRECTOR ......................................................................
(c) Reportable (d) Health benefits, (b) Average compensation contributions to employee hours per week devoted to position (Forms W-2/1099-MISC/ benefit plans, and 1099-NEC) deferred compensation (if not paid, enter -0-)
(e) Estimated amount of other compensation
5.00
0
0
0
5.00
0
0
0
5.00
0
0
0
5.00
0
0
0
2.00
0
0
0
10.00
0
0
0
......................................................................
......................................................................
......................................................................
......................................................................
......................................................................
...................................................................... DAA
Form 990-EZ (2023)
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527 Form 990-EZ (2024)
Part V 33 34
35a b c 36 37a b 38a b 39 a b 40a b
c
d e 41 42a
b
c 43
44a b c d 45a b
DAA
SPACE COAST BIRDING AND WILDLIFE
Page 3
92-2238262
Other Information (Note the Schedule A and personal benefit contract statement requirements in the instructions for Part V.) Check if the organization used Schedule O to respond to any question in this Part V . . . . . . . . . . . . . . .
Yes No Did the organization engage in any significant activity not previously reported to the IRS? If “Yes,” provide a X detailed description of each activity in Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Were any significant changes made to the organizing or governing documents? If “Yes,” attach a conformed copy of the amended documents if they reflect a change to the organization's name. Otherwise, explain the X change on Schedule O. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Did the organization have unrelated business gross income of $1,000 or more during the year from business X activities (such as those reported on lines 2, 6a, and 7a, among others)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35a If “Yes” to line 35a, has the organization filed a Form 990-T for the year? If “No,” provide an explanation in Schedule O . . . . . . . . . . . . . . 35b Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, X reporting, and proxy tax requirements during the year? If “Yes,” complete Schedule C, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35c Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets X during the year? If “Yes,” complete applicable parts of Schedule N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Enter amount of political expenditures, direct or indirect, as described in the instructions . . . . . . . . . . . . 37a X Did the organization file Form 1120-POL for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37b Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee; or were X any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38a If “Yes,” complete Schedule L, Part II, and enter the total amount involved . . . . . . . . . . . . . . . . . . . . . . . . . . 38b Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39a Gross receipts, included on line 9, for public use of club facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39b Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under: section 4911: ; section 4912: ; section 4955: Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year X that has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40b Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax on line 40c reimbursed by the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter X transaction? If “Yes,” complete Form 8886-T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40e NONE List the states with which a copy of this return is filed: GREEN Telephone no. . . . .386-690-4705 The organization's books are in care of: . . . .DEBORAH ............................................................... ......................... P.O. BOX 74 Located at . . . .MIMS ZIP + 4 . . . . . . . . .32754 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FL .... ............ Yes At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . . . . . . . . . . . . 42b If “Yes,” enter the name of the foreign country: See the instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). At any time during the calendar year, did the organization maintain an office outside the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42c If “Yes,” enter the name of the foreign country: Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041 — Check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . and enter the amount of tax-exempt interest received or accrued during the tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Yes Did the organization maintain any donor advised funds during the year? If “Yes,” Form 990 must be 44a completed instead of Form 990-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization operate one or more hospital facilities during the year? If “Yes,” Form 990 must be 44b completed instead of Form 990-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive any payments for indoor tanning services during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44c If “Yes” to line 44c, has the organization filed a Form 720 to report these payments? If “No,” provide an 44d explanation in Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” Form 990 and Schedule R may need to be completed instead of Form 990-EZ. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
No
X
X
No
X X X
45a
X
45b
X
Form 990-EZ (2024)
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527 Form 990-EZ (2024)
SPACE COAST BIRDING AND WILDLIFE
Page 4
92-2238262 Yes
46
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part VI
47 48 49a b 50
No
X
46
Section 501(c)(3) Organizations Only
All section 501(c)(3) organizations must answer questions 47–49b and 52, and complete the tables for lines 50 and 51. Check if the organization used Schedule O to respond to any question in this Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes
Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a school as described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization make any transfers to an exempt non-charitable related organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” was the related organization a section 527 organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Complete this table for the organization’s five highest compensated employees (other than officers, directors, trustees, and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter “None.”
No
X X X
47 48 49a 49b
(d) Health benefits, (b) Average (c) Reportable (e) Estimated amount of compensation hours per week contributions to employee other compensation benefit plans, and devoted to position (Forms W-2/1099-MISC/ deferred compensation 1099-NEC)
(a) Name and title of each employee
NONE
.......................................................................
.......................................................................
.......................................................................
.......................................................................
.......................................................................
f 51
Total number of other employees paid over $100,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Complete this table for the organization’s five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter “None.” (a) Name and business address of each independent contractor
(b) Type of service
(c) Compensation
................................................................................................ . . . NONE
...................................................................................................
...................................................................................................
...................................................................................................
...................................................................................................
d 52
Total number of other independent contractors each receiving over $100,000 . . . . . . Did the organization complete Schedule A? Note: All section 501(c)(3) organizations must attach a completed Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
X Yes
No
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 officer) is based on all information of which preparer has any knowledge.
12/19/2025 Sign Here
Signature of officer
Date
PHILIP LINTEREUR
TREASURER
Type or print name and title Print/Type preparer’s name
Preparer’s signature
Paid VICTORIA B LOCKARD VICTORIA B LOCKARD Preparer Firm’s name TAYLOR & LOCKARD, PA. Use Only Firm’s address 3960 SOUTH BANANA RIVER BLVD.
COCOA BEACH, FL
32931
Date
12/12/25
Check if self-employed
PTIN
P01032496
Firm’s EIN
59-2519864
Phone no.
321-784-4515
May the IRS discuss this return with the preparer shown above? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Form 990-EZ (2024) DAA
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527
SCHEDULE A (Form 990)
Public Charity Status and Public Support
Part I
2024
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ.
Department of the Treasury Internal Revenue Service Name of the organization
OMB No. 1545-0047
Open to Public Inspection
Go to www.irs.gov/Form990 for instructions and the latest information.
SPACE COAST BIRDING AND WILDLIFE ASSOCIATION, INC.
Employer identification number
92-2238262
Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . An organization operated for the benefit of a college or university owned or operated by a governmental unit described in 5 section 170(b)(1)(A)(iv). (Complete Part II.) A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 6 An organization that normally receives a substantial part of its support from a governmental unit or from the general public 7 described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 X An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of 12 one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a
b
c d
e f g
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1–10 above (see instructions))
(iv) Is the organization listed in your governing document? Yes
(v) Amount of monetary support (see
(vi) Amount of other support (see
instructions)
instructions)
No
(A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
DAA
Cat. No. 11285F
Schedule A (Form 990) 2024
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527 Schedule A (Form 990) 2024
Part II
SPACE COAST BIRDING AND WILDLIFE
92-2238262
Page 2
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1
Gifts, grants, contributions, and membership fees received. (Do not include any “unusual grants.”) . . . . . . . . . .
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . . . . . .
3
The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . . . . . . Total. Add lines 1 through 3 . . . . . . . . . . . . The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . . . . . . . . . .
4 5
6
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
Public support. Subtract line 5 from line 4 . .
Section B. Total Support Calendar year (or fiscal year beginning in) 7 8
Amounts from line 4 . . . . . . . . . . . . . . . . . . . . . Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . . . . . . . . . . . . . . . . . . . . . . . .
9
Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . . . . . . . . . . . .
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . . . . . . . . . . . . Total support. Add lines 7 through 10
11 12 13
Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage 14 15 16a b 17a
b
18
14 Public support percentage for 2024 (line 6, column (f), divided by line 11, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Public support percentage from 2023 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 1/3% support test — 2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 1/3% support test — 2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10%-facts-and-circumstances test — 2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10%-facts-and-circumstances test — 2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
% %
Schedule A (Form 990) 2024
DAA
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527 Schedule A (Form 990) 2024
Part III
SPACE COAST BIRDING AND WILDLIFE
92-2238262
Page 3
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in)
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any “unusual grants.”) . . . . . . .
6,161
5,446
11,607
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization’s tax-exempt purpose . . . . . . . . . .
154,999
173,979
328,978
161,160
179,425
340,585
3
Gross receipts from activities that are not an unrelated trade or business under section 513
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . . . . . .
5
The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . . . . . .
6
Total. Add lines 1 through 5 . . . . . . . . . . . .
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons . . . . . .
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year . . . Add lines 7a and 7b . . . . . . . . . . . . . . . . . . . . . Public support. (Subtract line 7c from line 6.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c 8
340,585
Section B. Total Support Calendar year (or fiscal year beginning in)
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
9
Amounts from line 6 . . . . . . . . . . . . . . . . . . . . .
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . .
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . . . . . . . . .
c
Add lines 10a and 10b . . . . . . . . . . . . . . . . . .
11
Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on . . . .
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . . . . . . . . . . . . Total support. (Add lines 9, 10c, 11, 161,160 179,425 and 12.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340,585 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13 14
161,160
179,425
340,585
Section C. Computation of Public Support Percentage 15 16
Public support percentage for 2024 (line 8, column (f), divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Public support percentage from 2023 Schedule A, Part III, line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
100.00 %
16
100.00 %
Section D. Computation of Investment Income Percentage 17 18 19a b 20
17 Investment income percentage for 2024 (line 10c, column (f), divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investment income percentage from 2023 Schedule A, Part III, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 33 1/3% support tests — 2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . 33 1/3% support tests — 2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . .
% %
X
Schedule A (Form 990) 2024 DAA
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527 Schedule A (Form 990) 2024
Part IV
SPACE COAST BIRDING AND WILDLIFE
92-2238262
Page 4
Supporting Organizations (Complete only if you checked a box on line 12 on Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes 1
2
3a b
c 4a b
c
5a
b c 6
7
8 9a
b c 10a
b
Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If “No,” describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If “Yes,” explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If “Yes,” answer lines 3b and 3c below. Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If “Yes,” describe in Part VI when and how the organization made the determination. Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If “Yes,” explain in Part VI what controls the organization put in place to ensure such use. Was any supported organization not organized in the United States (“foreign supported organization”)? If “Yes,” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below. Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? Substitutions only. Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI. Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990). Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990). Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI. Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI. Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI. Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below. Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.)
No
1
2 3a
3b 3c 4a
4b
4c
5a 5b 5c
6
7 8
9a 9b 9c
10a 10b Schedule A (Form 990) 2024
DAA
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527 Schedule A (Form 990) 2024
Part IV
SPACE COAST BIRDING AND WILDLIFE
Supporting Organizations (continued)
92-2238262
Page 5
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
11 a
Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization? b A family member of a person described on line 11a above? c A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to line 11a, 11b, or 11c, provide detail in Part VI.
11a 11b 11c
Section B. Type I Supporting Organizations 1
Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s officers, directors, or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.
2
1
2
Section C. Type II Supporting Organizations 1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
Section D. All Type III Supporting Organizations 1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided? Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s), or (ii) serving on the governing body of a supported organization? If “No,” explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). By reason of the relationship described on line 2, above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If “Yes,” describe in Part VI the role the organization’s supported organizations played in this regard.
2
3
1
2
3
Section E. Type III Functionally Integrated Supporting Organizations 1 a b c 2 a
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year ( see instructions ). The organization satisfied the Activities Test. Complete line 2 below. The organization is the parent of each of its supported organizations. Complete line 3 below. The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). Activities Test. Answer lines 2a and 2b below. Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If “Yes,” then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to each of its supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
b Did the activities described on line 2a, above, constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If “Yes,” explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement. 3
2a
2b
Parent of Supported Organizations. Answer lines 3a and 3b below. a b
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If “Yes” or “No,” provide details in Part VI. Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If “Yes,” describe in Part VI the role played by the organization in this regard.
3a 3b Schedule A (Form 990) 2024
DAA
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527 Schedule A (Form 990) 2024
Part V 1
SPACE COAST BIRDING AND WILDLIFE
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
7 8
Page 6
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A – Adjusted Net Income 1 2 3 4 5 6
92-2238262
Net short-term capital gain Recoveries of prior-year distributions Other gross income (see instructions) Add lines 1 through 3. Depreciation and depletion Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) Other expenses (see instructions) Adjusted Net Income (subtract lines 5, 6, and 7 from line 4)
(A) Prior Year
(B) Current Year (optional)
(A) Prior Year
(B) Current Year (optional)
1 2 3 4 5
6 7 8
Section B – Minimum Asset Amount 1
Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities b Average monthly cash balances c Fair market value of other non-exempt-use assets d Total (add lines 1a, 1b, and 1c) e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquisition indebtedness applicable to non-exempt-use assets 3 Subtract line 2 from line 1d. 4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 6 Multiply line 5 by 0.035. 7 Recoveries of prior-year distributions 8 Minimum Asset Amount (add line 7 to line 6)
1a 1b 1c 1d
2 3 4 5 6 7 8
Section C – Distributable Amount 1 2 3 4 5 6 7
Current Year
Adjusted net income for prior year (from Section A, line 8, column A) 1 Enter 0.85 of line 1. 2 Minimum asset amount for prior year (from Section B, line 8, column A) 3 Enter greater of line 2 or line 3. 4 Income tax imposed in prior year 5 Distributable Amount. Subtract line 5 from line 4, unless subject to 6 emergency temporary reduction (see instructions). Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990) 2024
DAA
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527 Schedule A (Form 990) 2024
Part V
SPACE COAST BIRDING AND WILDLIFE
92-2238262
Section D – Distributions 1 2 3 4 5 6 7 8
Page 7
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Current Year 1
Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required—provide details in Part VI) Other distributions (describe in Part VI). See instructions. Total annual distributions. Add lines 1 through 6.
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 9 Distributable amount for 2024 from Section C, line 6 10 Line 8 amount divided by line 9 amount (i) Section E – Distribution Allocations (see instructions) Excess Distributions
2 3 4 5 6 7 8 9 10 (ii) Underdistributions Pre-2024
(iii) Distributable Amount for 2024
1 2
Distributable amount for 2024 from Section C, line 6 Underdistributions, if any, for years prior to 2024 (reasonable cause required–explain in Part VI). See instructions. Excess distributions carryover, if any, to 2024 3 a From 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b From 2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c From 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d From 2022 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e From 2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Total of lines 3a through 3e g Applied to underdistributions of prior years h Applied to 2024 distributable amount i Carryover from 2019 not applied (see instructions) j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 4 Distributions for 2024 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2024 distributable amount c Remainder. Subtract lines 4a and 4b from line 4. 5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. Remaining underdistributions for 2024. Subtract lines 3h 6 and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. Excess distributions carryover to 2025. Add lines 3j 7 and 4c. Breakdown of line 7: 8 a Excess from 2020 . . . . . . . . . . . . . . . . . . . . . . . . . . b Excess from 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . c Excess from 2022 . . . . . . . . . . . . . . . . . . . . . . . . . . . d Excess from 2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . e Excess from 2024 . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 990) 2024
DAA
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527 Schedule A (Form 990) 2024
Part VI
SPACE COAST BIRDING AND WILDLIFE
92-2238262
Page 8
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
. ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... DAA Schedule A (Form 990) 2024
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527
SCHEDULE G (Form 990)
Supplemental Information Regarding Fundraising or Gaming Activities Complete if the organization answered “Yes” on Form 990, Part IV, line 17, 18, or 19; or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
(Rev. December 2024) Department of the Treasury Internal Revenue Service Name of the organization
Part I 1
SPACE COAST BIRDING AND WILDLIFE ASSOCIATION, INC.
OMB No. 1545-0047
Open to Public Inspection
Employer identification number
92-2238262
Fundraising Activities. Complete if the organization answered “Yes” on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a
Mail solicitations
e
Solicitation of nongovernment grants
b
Internet and email solicitations
f
Solicitation of government grants
c
Phone solicitations
g
Special fundraising events
d
In-person solicitations
2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. (iii) Did fund-
(i) Name and address of individual or entity (fundraiser)
(ii) Activity
raiser have custody or control of contributions?
Yes
(v) Amount paid to
(vi) Amount paid to
(iv) Gross receipts
(or retained by)
(or retained by)
from activity
fundraiser listed in
organization
No
col. (i)
Yes No 1 2
3
4
5
6
7
8
9
10
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
. ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... .
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. . DAA
Schedule G (Form 990) (Rev. 12-2024)
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527
Page 2 SPACE COAST BIRDING AND WILDLIFE 92-2238262 Fundraising Events. Complete if the organization answered “Yes” on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Schedule G (Form 990) (Rev. 12-2024)
Part II
(a) Event #1
(b) Event #2
(c) Other events (d) Total events
BIRDING & WILDL Revenue
(event type)
NONE (event type)
(add col. (a) through col. (c))
(total number)
1 Gross receipts . . . . . . . . .
179,425
179,425
2 Less: Contributions . . . . 3 Gross income (line 1 minus line 2) . . . . . . . . . . . .
5,446
5,446
173,979
173,979
6 Rent/facility costs . . . . .
181
181
7 Food and beverages . .
26,548
26,548
8 Entertainment
31,425
31,425
89,029
89,029
4 Cash prizes . . . . . . . . . . . .
Direct Expenses
5 Noncash prizes . . . . . . . .
.........
9 Other direct expenses
147,183 26,796
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Net income summary. Subtract line 10 from line 3, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Direct Expenses
Revenue
Part III
Gaming. Complete if the organization answered “Yes” on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (a) Bingo
(b) Pull tabs/instant bingo/progressive bingo
(c) Other gaming
(d) Total gaming (add col. (a) through col. (c))
1 Gross revenue . . . . . . . . . 2 Cash prizes . . . . . . . . . . . . 3 Noncash prizes . . . . . . . . 4 Rent/facility costs . . . . . 5 Other direct expenses 6 Volunteer labor . . . . . . . .
Yes . . . . . . . . . . . . . . . . . % No
Yes . . . . . . . . . . . . . . . . % No
Yes . . . . . . . . . . . . . . % No
7 Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Net gaming income summary. Subtract line 7 from line 1, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Enter the state(s) in which the organization conducts gaming activities: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No b If “No,” explain: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ............................................................................................................................................................... . ...............................................................................................................................................................
10a Were any of the organization’s gaming licenses revoked, suspended, or terminated during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” explain:
Yes
No
. ............................................................................................................................................................... . ............................................................................................................................................................... DAA
Schedule G (Form 990) (Rev. 12-2024)
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527
SPACE COAST BIRDING AND WILDLIFE
Schedule G (Form 990) (Rev. 12-2024)
11 12 13 a b 14
Name
b c
Yes
No % %
Yes
No
Yes
No
............................................................................................................................................
Address 16
No
..........................................................................................................................................
Does the organization have a contract with a third party from whom the organization receives gaming revenue? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” enter the amount of gaming revenue received by the organization $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . and the $ .............................. amount of gaming revenue retained by the third party If “Yes,” enter tha name and address of the third party: Name
Page 3 Yes
............................................................................................................................................
Address 15a
92-2238262
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a grantor, beneficiary, or trustee of a trust; or a member of a partnership or other entity formed to administer charitable gaming? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Indicate the percentage of gaming activity conducted in: The organization’s facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13a An outside facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b Enter the name and address of the person who prepares the organization’s gaming/special events books and records:
..........................................................................................................................................
Gaming manager information: Name
...................................................................................................................................
Gaming manager compensation $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Description of services provided . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Director/officer 17 a b
Employee
Independent contractor
Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter the amount of distributions required under state law to be distributed to other exempt organizations or $ spent in the organization’s own exempt activities during the tax year
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
. ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... .
Schedule G (Form 990) (Rev. 12-2024)
DAA
Docusign Envelope ID: DA782EB0-2E09-4E3D-B20C-1971CA558B4C 21527
SCHEDULE O (Form 990)
Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.
OMB No. 1545-0047
(Rev. December 2024) Department of the Treasury Internal Revenue Service
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Employer identification number SPACE COAST BIRDING AND WILDLIFE ASSOCIATION, INC. 92-2238262 FORM 990-EZ, PART I, LINE 16 OTHER EXPENSES . ..................................................................................................................................................................... . . DESCRIPTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AMOUNT ............................................................................. BIRDING . . . . . . . . . . . . . . . . . . . .& . . . . WILDLIFE . . . . . . . . . . . . . . . . . . . . FESTIVAL .......................................................................................................................... . . . . . . . . .ADVERTISING . . . . . . . . . . . . . . . . . . . . . . . . . .AND . . . . . . . . . PROMOTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . 3,389 .................................................................... HOTELS $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15,119 ...................................................................... . . . . . . . . .TRANSPORTATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . 1,805 .................................................................... TOTAL $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20,313 ...................................................................... Name of the organization
. .....................................................................................................................................................................
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION BEG. OF YEAR END OF YEAR . ..................................................................................................................................................................... ACCOUNTS RECEIVABLE $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .0 . . . .$ . . . . . . . . . . . . . . . . . . . . . . 858 ....... TOTAL $ 0 $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 858 ....... . .....................................................................................................................................................................
. .....................................................................................................................................................................
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES . . DESCRIPTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BEG. . . . . . . . . . . .OF . . . . . . .YEAR . . . . . . . . . . . . END . . . . . . . . . OF . . . . . . .YEAR ........... ACCOUNTS PAYABLE AND ACCRUED EXPENSES $ 0 $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 ....... . . CREDIT . . . . . . . . . . . . . . . .CARD . . . . . . . . . . .PAYABLE . . . . . . . . . . . . . . . . .9674 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . . . . . . . .12 . . . . . .$ . . . . . . . . . . . . . . . . . . . . . . -72 ....... . . CREDIT . . . . . . . . . . . . . . . .CARD . . . . . . . . . . .PAYABLE . . . . . . . . . . . . . . . . .8558 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . . . . . . . . . .0 . . . .$ . . . . . . . . . . . . . . . . . . . . . . . . 60 ..... . . CREDIT . . . . . . . . . . . . . . . .CARD . . . . . . . . . . .PAYABLE . . . . . . . . . . . . . . . . .9720 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ . . . . . . . . . . . . . . . . . . . . . . . . . .0 . . . .$ . . . . . . . . . . . . . . . . . . . . . . . . 12 ..... . .....................................................................................................................................................................
. .....................................................................................................................................................................
FORM 990-EZ, PART III - PRIMARY EXEMPT PURPOSE . . SPACE . . . . . . . . . . . . . COAST . . . . . . . . . . . . . .BIRDING . . . . . . . . . . . . . . . . .AND . . . . . . . . .WILDLIFE . . . . . . . . . . . . . . . . . . . ASSOCIATION'S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (SCBWA) . . . . . . . . . . . . . . . . . .SOLE . . . . . . . . . . .PURPOSE . . . . . . . . . . . . . . . . . IS . . . . . . .TO ......... ENCOURAGE AWARENESS, APPRECIATION, EDUCATION, PRESERVATION, AND PROTECTION . ..................................................................................................................................................................... . . OF . . . . . . .THE . . . . . . . . .DIVERSITY . . . . . . . . . . . . . . . . . . . . . OF . . . . . . .BIRDS, . . . . . . . . . . . . . . . WILDLIFE, . . . . . . . . . . . . . . . . . . . . . .AND . . . . . . . . .HABITAT . . . . . . . . . . . . . . . . .THE . . . . . . . . .SPACE . . . . . . . . . . . . .COAST . . . . . . . . . . . . .HAS . . . . . . . . .TO ............. OFFER. . .....................................................................................................................................................................
. .....................................................................................................................................................................
. ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... . ..................................................................................................................................................................... .
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. DAA
Schedule O (Form 990) (Rev. 12-2024)
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses Venue + F&B Hotel Rooms Pipe & Drape Audio Visual Ticket Platform Website Hosting & Support
2026-2027 projection
2025-2026 actuals
25,200.00 18,000.00 5,000.00 9,000.00 4,978.00
26,241.88 17,616.00 4,250.00 8,570.00 9,031.59
2026-2027 projection
2025-2026 actuals
Registration
$115,000.00
$97,284.10
$17,715.90
$384.00
Auction & Donations
$13,500.00
$20,028.00
-$6,528.00
$750.00
Credit Card Reward
$500.00
$430.58
Difference -$1,041.88
Income
Difference
$69.42
$430.00
$0.00
-$4,053.59
$0.00 $0.00
$600.00
$600.00
$0.00
PO Box & Storage
$1,074.00
$1,111.68
Admin/Paid Staff Compensation
44,400.00
46,200.00
-$37.68 -$1,800.00
$0.00
$108,252.00 $113,621.15
-$5,369.15
$0.00
Subtotal Other Expenses
$0.00
Insurance
5,000.00
4,057.45
$942.55
Rentals
$400.00
$300.00
$100.00
Memberships & Subscriptions
$800.00
$711.00
$89.00
Taxes & Licenses
$215.00
$215.00
$0.00
Credit Card Fees
5,000.00
Keynote Expenses
$2,500.00
Field Trip Expenses
38,000.00
Water & Outside F&B
$1,500.00
4,129.95 2,126.06 30,473.80 1,237.86
Design & Printing
$1,500.00
$897.00
$0.00 $0.00 Subtotal Income Income Sponsors
$129,000.00 $117,742.68
$11,257.32
$870.05
Sponsors & Exhibitors
$58,000.00
$51,808.00
$6,192.00
$373.94
Cash in Bank to start Income Other
$12,043.75
$12,141.68
-$97.93
$7,526.20 $262.14
TDC grant funding
$0.00
$5,000.00
-$5,000.00
$603.00
Total Income
$199,043.75
$186,692.36 $19,949.32
Total Expenses Paid
$189,667.00
$162,283.46
$27,383.54
Profit/Loss
$9,376.75
$24,408.90
-$15,032.15
$0.00 Supplies
$0.00 $0.00
Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$77,415.00
Advertising (Brevard)
$2,500.00
Promotion (out of county)
$1,500.00
$44,148.12
3,684.00 830.19
$33,266.88
-$1,184.00 $669.81 $0.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses
$4,000.00
$4,514.19
Total Expenses 2026-2027
$189,667.00 $162,283.46 $27,383.54
-$514.19
.
Updated: 6/22/26
Green Gables
Return to Table of Contents
For TDO use: PROJECT #25
Tourism FY
Development
2026-2027
Marketing
Application
Packet
Applicant
Is this
Office
s
I
Program
checklist
Organization:
o ogariization
Support
Green
Gables
year-round
at Historic
Village,
Inc.
programming?
NO
Applicant
Event
1.
Completed
Name:
2.
CopyoflRSArticlesof
No
Yes
Comment
'X"
application
Incorporation 3.
Riverview
/%
4
- (if applicable)
CopyoflRSDeterminationLetter
Copy
of SunBiz.org
5.
Copy
of 990 (if applicabLe)
6.
Copy
of completed
k
/J
x
- (if applicable) 4.
)
(if appLicabLe)
x X /-
W-9
(March
/X
2024) 7.
Income/Expense (required
8.
Copy
This application (Cultural)
I
for all applicants)
of the Applicant
meets
or 250 room
YES
s
All documerits
have
Peter
Cranis,
worksheet
checkList
the minimum nights
x requirement
of 5,001
out-of-county
attendees
(Sports).
beeiq submitted.
Executive
/X
reviewed
and/or
addressed
in the comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Annita Full
3. (untitled) 2. Which best describes your event/year-round programming? Cultural
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Green Gables at Historic Riverview Village, Inc Organization address 1501 S Harbor City Blvd, (Mailing Add PO Box 1086 Melbourne, FL 32902) State FL City Melbourne Zip 32901 Primary contact name Annita Full
Primary contact phone number 321-432-0848 Primary contact email anita.greengables@gmail.com Secondary contact name Sue Fallon Secondary contact phone number 321-536-6357 Secondary contact email sue@greengables.org Organization website address www.greengables.org
5. (untitled) 4. Which best describes your organization? 501(C)(3)
6. (untitled) 5.
What is your Federal Employee ID number? 27-4206685
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Year-round programming - theater, symphony, concerts, museum, etc.
8. (untitled) 1.
EVENT INFORMATION - #1 Name of event Event website address (if different from organization website) Event location
9. (untitled)
What is the first date of your event?
10. (untitled)
In total, how many days will your event be held?
11. (untitled) 7.
Do you have a second event? Yes
12. (untitled) 4.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled) 8.
Do you have a third event? Yes
16. (untitled) 7.
EVENT INFORMATION - #3 Name of event Event website address (if different from organization website)
Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled)
What types of marketing do you plan to do for this event?
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
9.
Digital advertising (banner ads, etc.) Direct mail Radio Social hashtags Social media (Facebook, Instagram, YouTube, etc.) Other - Please be specific.....: Print-Local Publications Newspapers & Magazinesg
21. (untitled) 10.
What are your social media handles?
Facebook : SaveGreenGables Instagram : greengablesmel YouTube : @greengables8868
22. (untitled) 11.
What hashtags do you currently use?
#things to do Melbourne #things to do near me, #museums, #historic homes, #historic preservation, #restoration, #tours, tea, #old florida
23. (untitled) 12.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Annita Full
24. (untitled) 13.
Upload a copy of your organization's IRS Determination letter.
IRS_Determination_Letter_2010.pdf
25. (untitled) 14.
Upload a copy of your organization's 990 form.
990_for_FY2024-Green_Gables-Share.pdf
26. (untitled)
Upload a copy of your organization's Articles of Incorporation.
27. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 15.
Sun_Biz_2026.pdf
28. (untitled) 16.
Upload your completed W-9 form.
W-9_FORM_MARCH_2024.pdf
29. (untitled) 17.
Upload your completed Event Income/Expense report.
GG-MSP_Revenue_Expense-Worksheet_FY26-27.pdf
30. (untitled) 18.
Upload your completed Checklist.
MSP_applicant_checklist.pdf
31. (untitled) 19.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Annita Full
32. Thank You! New Send Email Jun 16, 2026 12:26:40 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT DOCUMENT# N10000011155 Entity Name: GREEN GABLES AT HISTORIC RIVERVIEW VILLAGE, INC. Current Principal Place of Business:
FILED Feb 09, 2026 Secretary of State 1466715093CC
ANNITA FULL 2478 LAKES OF MELBOURNE DRIVE WEST MELBOURNE , FL 32904
Current Mailing Address: GREEN GABLES AT HISTORIC RIVERVIEW VILLAGE, INC. POB 1086 MELBOURNE, FL 32902 US FEI Number: 27-4206685
Certificate of Status Desired: No
Name and Address of Current Registered Agent: BACCUS HORSLEY, DIANE ESQ. 25W NEW HAVEN AVE SUITE G MELBOURNE, FL 32901 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: DIANE BACCUS HORSLEY
02/09/2026 Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
DIRECTOR, EDUCATION
Title
DIRECTOR
Name
AMBROSE, MARION
Name
BACCUS HORSLEY, DIANE
Address
1262 CIMARRON CIRCKE NE
Address
P. O. BOX 33572.
City-State-Zip:
PALM BAY FL 32905
City-State-Zip:
INDIALANTIC FL 32903
Title
DIRECTOR
Title
DIRECTOR, TREASURER
Name
FARRINGTON, ANNE
Name
FULL, ANNITA
Address
611 XAVIER AVENUE
Address
2478 LAKES OF MELBOURNE DRIVE
City-State-Zip:
MELBOURNE FL 32935
City-State-Zip:
MELBOURNE FL 32904
Title
DIRECTOR
Title
DIRECTOR
Name
SMITH, DOUG
Name
CAMARGO, MAURICIO
Address
2585 WILDWOOD DRIVE
Address
527 MELANIE CIRCLE
City-State-Zip:
MELBOURNE FL 32940
City-State-Zip:
MELBOURNE FL 32901
Title
DIRECTOR, VP
Title
DIRECTOR, PRESIDENT
Name
FALLON, SUE
Name
SZELAG, EDWINA
Address
1733 GREYTWIG PLACE
Address
4335 LAKEGLEN DRIVE
City-State-Zip:
GRANT-VALKARIA FL 32950
City-State-Zip:
MELBOURNE FL 32934
Continues on page 2
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: ANNITA FULL Electronic Signature of Signing Officer/Director Detail
TREASURER
02/09/2026 Date
Officer/Director Detail Continued : Title
DIRECTOR
Title
DIRECTOR
Name
FLETCHER, DAVID
Name
WISDOM, SAMANTHA
Address
1440 EAST COAST DR
Address
2674 KINGMAN AVE SE
City-State-Zip:
ATLANTIC BEACH FL 32233
City-State-Zip:
PALM BAY FL 32909
FOR TAX YEAR 2024 GREEN GABLES AT HISTORIC RIVERVIEW VILLAGE INC
Boehm & Associates, Inc. 1934 Dairy Road W Melbourne, FL 32904 (321)956-1800
Form
990
For the 2024 calendar year, or tax year beginning Check if applicable:
C Name of organization
Name change
Number and street (or P.O. box if mail is not delivered to street address)
Activities & Governance Revenue Expenses Net Assets or Fund Balances
G
Gross receipts
H(a) Is this a group return for subordinates?
127,398 Yes X No
H(b) Are all subordinates included?
Yes
$
4947(a)(1) or
527
No
If "No," attach a list. See instructions H(c) Group exemption number
L Year of formation:
Summary
2011
M State of legal domicile:
y po
FL
Briefly describe the organization's mission or most significant activities: To preserve and restore the historical landmark and surrounding green space known as Green Gables which represents the legacy of the early developers of South Brevard and to create there a living history museum and center for community engagement.
if the organization discontinued its operations or disposed of more than 25% of its net assets. 2 Check this box 3 Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . . . . . . . . . . . . 4 Number of independent voting members of the governing body (Part VI, line 1b) . . . . . . . . . . . . . . 5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) . . . . . . . . . . . . . . . . 6 Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . . . . . . . . . . . . . b Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . . . . . . . . . . . . .
C tn
8 Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . . . . . . . . . . . . 9 Program service revenue (Part VIII, line 2g) . . . . . . . . . . . . . . . . . . . . . . . 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . . . . . . . . . . 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . . . . . . . . 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) . . . . . 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . . . . . . . . . . . . . 14 Benefits paid to or for members (Part IX, column (A), line 4) . . . . . . . . . . . . . . . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) . . . . . 16a Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . . . . . . . . . . b Total fundraising expenses (Part IX, column (D), line 25) 8,310 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) . . . . . . . . . . . . . . 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) . . . . . . . . 19 Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . . . . . . . . . . .
Part II
Telephone number
Melbourne, FL 32902 F Name and address of principal officer:
X 501(c)(3) 501(c) ( ) (insert no.) Website: www.greengables.org Form of organization: X Corporation Trust Association Other
20 21 22
E
(321)794-8901
Tax-exempt status:
1
Employer identification number
PO Box 1086
Application pending
Part I
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Amended return
K
D
27-4206685
Doing business as
Final return/terminated
J
Open to Public Inspection , 20
, 2024, and ending
Green Gables at Historic Riverview Village Inc
Address change
Initial return
I
2024
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public. Go to www.irs.gov/Form990 for instructions and the latest information.
Department of the Treasury Internal Revenue Service
A B
OMB No. 1545-0047
Return of Organization Exempt From Income Tax
e lC i
12 12 0 125 0 0
Prior Year
Current Year
796,083
796,170
125,367 1,992 39 0 127,398 0 0 0 0
46,038 46,038 750,132
69,493 69,493 57,905
87
Beginning of Current Year
Total assets (Part X, line 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances. Subtract line 21 from line 20 . . . . . . . . . . . . . . . .
Signature Block
3 4 5 6 7a 7b
End of Year
1,076,721 16 1,076,705
1,137,117 2,505 1,134,612
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 officer) is based on all information of which preparer has any knowledge.
Annita Full
Sign Here
Signature of officer
Date
Annita Full, Treasurer Type or print name and title Preparer's name
Preparer's signature
Paid Jacquelyn Boehm Preparer Firm's name Boehm & Associates, Inc. Use Only Firm's address 1934 Dairy Road W Melbourne FL 32904 May the IRS discuss this return with the preparer shown above? See instructions For Paperwork Reduction Act Notice, see the separate instructions. EEA
Date
Check
10-22-2025
self-employed
if
PTIN
P01367298
Firm's EIN Phone no.
321-956-1800
. . . . . . . . . . . . . . . . . . . . . . . . . . X Yes
No Form 990 (2024)
Form 990 (2024)
Part III 1
Green Gables at Historic Riverview Village Inc
27-4206685
Page 2
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III Briefly describe the organization's mission:
............................
To preserve and restore the historical landmark and surrounding green space known as Green Gables which represents the legacy of the early developers of South Brevard and to create there a living history museum and center for community engagement. 2
3
4
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
y po
Yes
X No
Yes
X No
4a
(Code: ) (Expenses $ ) (Revenue $ 52,873 including grants of $ 43,427 ) Green Gables offered an education program for home school groups,school classes and scouts. They provided living history experiences which included learning some history, playing games of the late 1800s, making goat milk soap, and kite making. Volunteers from Green Gables also presented the Green Gables history to senior citizens, both on and off the property. Additionally, 2 Eagle Scouts completed their Eagle projects for the organization.
4b
(Code:
C tn
) (Expenses $
e lC i
$
including grants of
$
4c
(Code:
4d
Other program services (Describe on Schedule O.) (Expenses $ including grants of $ Total program service expenses 52,873
4e EEA
) (Expenses $
including grants of
) (Revenue $
) (Revenue
$
)
) (Revenue
$
)
) Form 990 (2024)
Form 990 (2024)
Part IV
Green Gables at Historic Riverview Village Inc
Page 3
27-4206685
Checklist of Required Schedules Yes
1 2 3 4 5 6
7 8 9
10 11 a b c d e f 12a b 13 14a b
15 16 17 18 19 20a b 21 EEA
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization required to complete Schedule B, Schedule of Contributors? See instructions ............... Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III . . . . . . . . . . . Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II . . . . . . . . . . . . . . . Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi-endowments? If "Yes," complete Schedule D, Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X . . . . . . . Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X . . . . . Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional . . . . . . . Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E . . . . . . . . . . . . . . . Did the organization maintain an office, employees, or agents outside of the United States? . . . . . . . . . . . . . . . . . . Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV . . . . . . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts II and IV. . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV . . . . . . . . . . . . . . . . . . . . Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions . . . . . . . . . . . . . . . . . Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H . . . . . . . . . . . . . . . . . . If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ............ Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II . . . . . . . . . . . . . . .
y po
e lC i
C tn
1 2
No
X X
3
X
4
X
5
X
6
X
7
X
8
X
9
X
10
X
11a
X
11b
X
11c
X
11d 11e
X X
11f 12a
X X
12b 13 14a
X X X
14b
X
15
X
16
X
17
X
18 19 20a 20b
X X X
21 X Form 990 (2024)
Form 990 (2024)
Part IV
Green Gables at Historic Riverview Village Inc
Page 4
27-4206685
Checklist of Required Schedules (continued) Yes
22 23
24a
b c d 25a b
26
27
28 a b c 29 30 31 32 33 34 35a b 36 37 38
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No," go to line 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . . . . . . . . . . . . Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? . . . . . . . . . . . . . Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I. . . . . . . . . . . . . . . . . . Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II . . . . . . . . . . . . . . Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If “Yes,” complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions). A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV ................. A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive more than $25,000 in noncash contributions? If "Yes," complete Schedule M . . . . . . . . . . . Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I . . . . . . . Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II .............................................. Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . . . . . . If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line . 2. . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI . . . . . . . . . Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note: All Form 990 filers are required to complete Schedule O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
y po
C tn
e lC i
Part V
22
X
23
X
24a 24b
X
24c 24d 25a
X
25b
X
26
X
27
X
28a 28b
X X
28c 29
X X
30 31
X X
32
X
33
X
34 35a
X X
35b 36
X
37
X
38
X
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V . . . . . . . . . . . . . . . . . . . X Yes
1a b c EEA
No
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable . . . . . . . . . . . . . . . 1a 0 Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable . . . . . . . . . . . . . 1b 0 Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? .................................
No
1c X Form 990 (2024)
Form 990 (2024)
Part V 2a b 3a b 4a b 5a b c 6a b 7 a b c d e f g h 8 9 a b 10 a b 11 a b 12a b 13 a b c 14a b 15
16 17
EEA
Green Gables at Historic Riverview Village Inc
27-4206685
Statements Regarding Other IRS Filings and Tax Compliance (continued)
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return . . . . . . . . 2a 0 If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . . . . . . . . . . . . Did the organization have unrelated business gross income of $1,000 or more during the year?. . . . . . . . . . . . . . . . . If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation on Schedule O. . . . . . . . . . . . At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . If "Yes," enter the name of the foreign country See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . . . . . . . . . . . . . Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? . . . . . . . . . . . If "Yes" to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . . . . . . . . . . . . . If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization notify the donor of the value of the goods or services provided? . . . . . . . . . . . . . . . . . . Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," indicate the number of Forms 8282 filed during the year . . . . . . . . . . . . . . . . . . . . . 7d Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . . . . . . . . . . Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . . . If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?. . . .
y po
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If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? . . . . . . . . .
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? . . . . . . . . . . . . . . . . . . . . . Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . . . . . . . . . . . . . . . Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . . . . . . . . . . . . . Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . . . . 10a Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . . . . . . . . . . . 10b Section 501(c)(12) organizations. Enter: Gross income from members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? .......... If "Yes," enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . . . . 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . . . . . . . . . . . . . . . Note: See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . . . . . . . . . . . . . . . . . . . . . . 13b Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . . . . . . . . . . . . . . If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation on Schedule O ............ Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," see the instructions and file Form 4720, Schedule N. Is the organization an educational institution subject to the section 4968 excise tax on net investment income? . . . . . . . . . . If "Yes," complete Form 4720, Schedule O. Section 501(c)(21) organizations. Did the trust, or any disqualified or other person, engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? . . . . . . . . . . . . . . . . . . . . If "Yes," complete Form 6069.
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Yes
Page 5 No
2b 3a 3b
X
4a
X
5a 5b 5c
X X
6a
X
6b
7a 7b 7c 7e 7f 7g 7h 8 9a 9b
12a
13a
14a 14b
X
15
X
16
X
17 Form 990 (2024)
Form 990 (2024)
Part VI
Green Gables at Historic Riverview Village Inc
Page 6
27-4206685
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . . . . . . . . . . . X
Section A. Governing Body and Management Yes 1a
b 2 3 4 5 6 7a b 8 a b 9
Enter the number of voting members of the governing body at the end of the tax year . . . . . . . . . . . 1a 12 If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O. Enter the number of voting members included on line 1a, above, who are independent . . . . . . . . . . . 1b 12 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? . . . . . . . . . . . Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? . . . . . . . Did the organization become aware during the year of a significant diversion of the organization's assets? . . . . . . . . . . . . Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses on Schedule O . . . . . . . . . . . . . . . .
y po
C tn
2
No
X
3 4 5 6
X X X X
7a
X
7b
X
8a 8b
X X
9
X
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) 10a b 11a b 12a b c 13 14 15 a b 16a b
Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? . . . . . . . . . . . Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . . . Describe on Schedule O the process, if any, used by the organization to review this Form 990. Did the organization have a written conflict of interest policy? If "No," go to line 13 . . . . . . . . . . . . . . . . . . . . . . Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? . . Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done .......................................... Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a written document retention and destruction policy? . . . . . . . . . . . . . . . . . . . . . . . . . Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? The organization's CEO, Executive Director, or top management official . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions. Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
e lC i
Yes 10a
No
X
10b 11a
X
12a 12b
X X
12c 13 14
X X X
15a 15b
X X
16a
X
16b
Section C. Disclosure 17 18
19 20
List the states with which a copy of this Form 990 is required to be filed Florida Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply. X Upon request Own website Another's website Other (explain on Schedule O) Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, address, and telephone number of the person who possesses the organization's books and records.
Annita Full (321)432-0848, PO Box 1086, EEA
Melbourne, FL 32902 Form 990 (2024)
Form 990 (2024)
Green Gables at Historic Riverview Village Inc
Page 7
27-4206685
Part VII
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors ...................... Check if Schedule O contains a response or note to any line in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. • List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization's current key employees, if any. See the instructions for definition of "key employee." • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. • List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.
y po
See the instructions for the order in which to list the persons above. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
X
(C) (A)
(B)
Name and title
Average hours
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(E)
(F)
Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
Estimated amount of other compensation from the organization and related organizations
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
per week Highest compensated employee
Key employee
Officer
Institutional trustee
C tn
related
organizations below dotted line)
(1) Marion Ambrose President/Living History Edu (2) Sue Fallon Director (3) Diane Baccus Horsley Director (4) Annita Full Treasurer (5) Anne Farrington Director of Technology (6) Doug Smith Director of Operations (7) Mauricio Camargo Director (8) Edwina Szelag President (9) Marianne Meloro Director (10) David Fletcher Director (11) Cathy Rodriguez Secretary (12) Samantha Wisdom Director
Individual trustee or director
(list any hours for
30.00
e lC i
Former
(D)
Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
30.00 10.00 30.00 20.00 20.00 10.00 30.00 15.00
5.00 10.00
(13) (14) EEA
Form 990 (2024)
Form 990 (2024)
Part VII
Green Gables at Historic Riverview Village Inc
Page 8
27-4206685
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (C) (A)
(B)
Name and title
Average hours
Position (do not check more than one box, unless person is both an officer and a director/trustee)
per week Former
Highest compensated employee
Key employee
below dotted line)
Officer
related organizations
Institutional trustee
hours for
Individual trustee or director
(list any
(D)
(E)
(F)
Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC)
Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC)
Estimated amount of other compensation from the organization and related organizations
(15) (16) (17)
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(18) (19) (20) (21)
C tn
(22) (23) (24) (25) 1b c d 2
3 4
5
e lC i
Subtotal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total from continuation sheets to Part VII, Section A .............. Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
0 0 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
0 0 Yes
Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person . . . . . . . . . . . . . . . . . .
No
3
X
4
X
5
X
Section B. Independent Contractors 1
2 EEA
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A)
(B)
(C)
Name and business address
Description of services
Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization Form 990 (2024)
Form 990 (2024)
Part VIII
Green Gables at Historic Riverview Village Inc Check if Schedule O contains a response or note to any line in this Part VIII (A) Total revenue
Contributions, Gifts, Grants and Other Similar Amounts
Page 9
27-4206685
Statement of Revenue
1a b c d e f g h
Federated campaigns . . . . . . . . 1a Membership dues . . . . . . . . . . 1b Fundraising events . . . . . . . . . 1c 41,435 Related organizations . . . . . . . . 1d Government grants (contributions) . . 1e 18,022 All other contributions, gifts, grants, and similar amounts not included above 1f 65,910 Noncash contributions included in lines 1a-1f . . . . . . . . . . . . . 1g $ 3,882 Total. Add lines 1a-1f . . . . . . . . . . . . . . . . . . .
...................... (B)
(C)
(D)
Related or exempt function revenue
Unrelated business revenue
Revenue excluded from tax under sections 512–514
125,367
Program Service Revenue
Business Code
2a Education 611710 b c d e f All other program service revenue . . . . . . g Total. Add lines 2a-2f . . . . . . . . . . . . . . . . . . . . 3 4 5
Investment income (including dividends, interest, and other similar amounts) . . . . . . . . . . . . . . . . . . . . Income from investment of tax-exempt bond proceeds .... Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) Personal
Other Revenue Miscellanous Revenue
1,992
y po
1,992
39
39
127,398
2,031
C tn
(i) Real
6a Gross rents . . . . . . 6a b Less: rental expenses . . 6b c Rental income or (loss) 6c d Net rental income or (loss) . . . . . . . . . . . . . . . . . .
EEA
1,992
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(i) Securities (ii) Other 7a Gross amount from sales of assets other than inventory . . 7a b Less: cost or other basis and sales expenses . . 7b c Gain or (loss) . . . . . 7c d Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . 8a Gross income from fundraising events (not including $ 41,435 of contributions reported on line 8a 1c). See Part IV, line 18 . . . . . . . . b Less: direct expenses . . . . . . . . . 8b c Net income or (loss) from fundraising events . . . . . . . . . 9a Gross income from gaming 9a activities. See Part IV, line 19 . . . . . . b Less: direct expenses . . . . . . . . . 9b c Net income or (loss) from gaming activities . . . . . . . . . .
10a Gross sales of inventory, less returns and allowances . . . . . . . . . 10a b Less: cost of goods sold . . . . . . . . 10b c Net income or (loss) from sales of inventory . . . . . . . . . . Business Code 11a b c d All other revenue . . . . . . . . . . . . . . e Total. Add lines 11a-11d . . . . . . . . . . . . . . . . . . 12 Total revenue. See instructions . . . . . . . . . . . . . . .
0
0 Form 990 (2024)
Form 990 (2024)
Part IX
Green Gables at Historic Riverview Village Inc
27-4206685
Page 10
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . . . . . . . . . . . . . Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ... 2 Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . . . . . . . . . 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 . . . . 4 Benefits paid to or for members . . . . . . . . . . . . 5 Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . . . . 6 Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . . . . . 7 Other salaries and wages . . . . . . . . . . . . . . 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .. 9 Other employee benefits . . . . . . . . . . . . . . . 10 Payroll taxes . . . . . . . . . . . . . . . . . . . . . 11 Fees for services (nonemployees): a Management . . . . . . . . . . . . . . . . . . . . . b Legal. . . . . . . . . . . . . . . . . . . . . . . . . c Accounting . . . . . . . . . . . . . . . . . . . . . . d Lobbying . . . . . . . . . . . . . . . . . . . . . . . e Professional fundraising services. See Part IV, line 17. . f Investment management fees . . . . . . . . . . . . . g Other. (If line 11g amount exceeds 10% of line 25, column (A), amount, list line 11g expenses on Schedule O.) . . 12 Advertising and promotion . . . . . . . . . . . . . . 13 Office expenses . . . . . . . . . . . . . . . . . . . 14 Information technology . . . . . . . . . . . . . . . . 15 Royalties . . . . . . . . . . . . . . . . . . . . . . . 16 Occupancy . . . . . . . . . . . . . . . . . . . . . . 17 Travel . . . . . . . . . . . . . . . . . . . . . . . . 18 Payments of travel or entertainment expenses for any federal, state, or local public officials ..... 19 Conferences, conventions, and meetings . . . . . . . 20 Interest . . . . . . . . . . . . . . . . . . . . . . . . 21 Payments to affiliates . . . . . . . . . . . . . . . . . 22 Depreciation, depletion, and amortization . . . . . . . 23 Insurance . . . . . . . . . . . . . . . . . . . . . . 24 Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule O.) a Bank and Merchant Fees b Postage and Printing c License and Permits d Event Expenses e All other expenses 25 Total functional expenses. Add lines 1 through 24e. . 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720) . . . . . . . . . .
(A) Total expenses
10,226
(C) Management and general expenses
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C tn
e lC i
EEA
(B) Program service expenses
(D) Fundraising expenses
7,158
1,534
1,534
11,468 2,049 638
8,028 1,435 446
1,720 307 96
1,720 307 96
7,353
7,353
880
616
132
132
6,305 1,460
6,305 1,022
219
219
505 3,335 292 24,982
483 2,335 204 17,488
11 500 44 3,747
11 500 44 3,747
69,493
52,873
8,310
8,310
Form 990 (2024)
Form 990 (2024)
Part X
Green Gables at Historic Riverview Village Inc
27-4206685
Check if Schedule O contains a response or note to any line in this Part X
........................ (A) Beginning of year
1 2 3 4 5
Liabilities
Assets
6 7 8 9 10a b 11 12 13 14 15 16 17 18 19 20 21 22
23 24 25
Net Assets or Fund Balances
26
EEA
Page 11
Balance Sheet
Cash - non-interest-bearing . . . . . . . . . . . . . . . . . . . . . . . . . . Savings and temporary cash investments . . . . . . . . . . . . . . . . . . . . Pledges and grants receivable, net . . . . . . . . . . . . . . . . . . . . . . . Accounts receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons ........... Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) . . . . Notes and loans receivable, net . . . . . . . . . . . . . . . . . . . . . . . . Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . . . . . . Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D . . . . . . 10a 986,397 Less: accumulated depreciation . . . . . . . . . . 10b 9,595 Investments - publicly traded securities . . . . . . . . . . . . . . . . . . . . . Investments - other securities. See Part IV, line 11 . . . . . . . . . . . . . . . Investments - program-related. See Part IV, line 11 . . . . . . . . . . . . . . . Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other assets. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . Total assets. Add lines 1 through 15 (must equal line 33) . . . . . . . . . . . . Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . Escrow or custodial account liability. Complete Part IV of Schedule D . . . . . . Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons ........... Secured mortgages and notes payable to unrelated third parties . . . . . . . . Unsecured notes and loans payable to unrelated third parties . . . . . . . . . . Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities. Add lines 17 through 25 . . . . . . . . . . . . . . . . . . . . X Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
71,360
616
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27 28
Net assets without donor restrictions . . . . . . . . . . . . . . . . . . . . . . Net assets with donor restrictions . . . . . . . . . . . . . . . . . . . . . . . Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29 30 31 32 33
Capital stock or trust principal, or current funds . . . . . . . . . . . . . . . . . Paid-in or capital surplus, or land, building, or equipment fund ......... Retained earnings, endowment, accumulated income, or other funds ...... Total net assets or fund balances . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities and net assets/fund balances . . . . . . . . . . . . . . . . . .
1 2 3 4
126,742
891
5 6 7 8 9
1,432
973,756 10c
976,802
11 12 13 14 15 16 17 18 19 20 21
31,250 1,137,117 25
2,239
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C tn
(B) End of year
28,750 1,076,721 16
22 23 24
16
1,076,705
1,076,705 1,076,721
25 26
2,480 2,505
27 28
1,104,053 30,559
29 30 31 32 33
1,134,612 1,137,117 Form 990 (2024)
Form 990 (2024)
Part XI
Green Gables at Historic Riverview Village Inc
Check if Schedule O contains a response or note to any line in this Part XI 1 2 3 4 5 6 7 8 9 10
......................
Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) . . . . . . . . . . . . . Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other changes in net assets or fund balances (explain on Schedule O) . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII
Page 12
27-4206685
Reconciliation of Net Assets 1 2 3 4 5 6 7 8 9
127,398 69,493 57,905 1,076,705
10
1,134,612
2
Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII
....................... Yes
1
2a
b
c
3a b EEA
X Accrual Accounting method used to prepare the Form 990: Cash Other If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . . . . If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both. X Separate basis Consolidated basis Both consolidated and separate basis Were the organization's financial statements audited by an independent accountant? . . . . . . . . . . . . . . . . . . . . . If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both. X Separate basis Consolidated basis Both consolidated and separate basis If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? . . . . . . . . . . . . If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O. As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits . . . . . . . . . . .
y po
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C tn
2a
X
2b
X
2c
X
3a
No
X
3b Form 990 (2024)
SCHEDULE A (Form 990)
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
2024
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Department of the Treasury Internal Revenue Service Name of the organization
Employer identification number
27-4206685
Green Gables at Historic Riverview Village Inc
Part I
OMB No. 1545-0047
Public Charity Status and Public Support
Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). X An organization that normally receives a substantial part of its support from a governmental unit or from the general public 7 described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: 10 An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of 12 one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving a the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having b control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, c its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) d that is not functionally integrated. The organization must generally satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III e functionally integrated, or Type III non-functionally integrated supporting organization. f Enter the number of supported organizations ....................................... g Provide the following information about the supported organization(s).
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(i) Name of supported organization
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(iii) Type of organization (described on lines 1-10 above (see instructions))
(iv) Is the organization listed in your governing document?
Yes
(v) Amount of monetary support (see instructions)
(vi) Amount of other support (see instructions)
No
(A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Green Gables at Historic Riverview Village Inc
27-4206685
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . . . . 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . 3 The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . 4 Total. Add lines 1 through 3 . . . . . 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . . . 6 Public support. Subtract line 5 from line 4.
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
186,569
85,322
59,791
764,438
127,359
1,223,479
186,569
85,322
59,791
764,438
127,359
1,223,479
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Section B. Total Support
209,097 1,014,382
Calendar year (or fiscal year beginning in) (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total 7 Amounts from line 4 . . . . . . . . . . 186,569 85,322 59,791 764,438 127,359 1,223,479 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . . . . . . . . . . 259 201 126 87 39 712 9 Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . . 10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . 17,827 32,671 20,396 70,894 11 Total support. Add lines 7 through 10 1,295,085 12 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . . . 12 13 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Section C. Computation of Public Support Percentage 14 15 16a
Public support percentage for 2024 (line 6, column (f), divided by line 11, column (f)) . . . . . . 14 78.33 % Public support percentage from 2023 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . 15 75.50 % 33 1/3% support test - 2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . X b 33 1/3% support test - 2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . 17a 10%-facts-and-circumstances test - 2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 10%-facts-and-circumstances test - 2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EEA
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
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Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees
(a) 2020
(b) 2021
(c) 2022
(d) 2023
(e) 2024
(f) Total
(e) 2024
(f) Total
received. (Do not include any "unusual grants.")
2
3
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose . . . . Gross receipts from activities that are not an unrelated trade or business under section 513
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . 5 The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . 6 Total. Add lines 1 through 5 . . . . . 7a Amounts included on lines 1, 2, and 3 received from disqualified persons . . b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year
c 8
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Add lines 7a and 7b . . . . . . . . . . Public support. (Subtract line 7c from line 6.) . . . . . . . . . . . . . . . . .
Section B. Total Support Calendar year (or fiscal year beginning in) 9 Amounts from line 6 . . . . . . . . . . 10a Gross income from interest, dividends,
c 11
12
13 14
(a) 2020
(b) 2021
(c) 2022
(d) 2023
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payments received on securities loans, rents, royalties, and income from similar sources .
b
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Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . . Add lines 10a and 10b . . . . . . . . . Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . Total support. (Add lines 9, 10c, 11, and 12.) . . . . . . . . . . . . . . . . First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) ........................................... organization, check this box and stop here
Section C. Computation of Public Support Percentage 15 16
Public support percentage for 2024 (line 8, column (f), divided by line 13, column (f)) . . . . . . . Public support percentage from 2023 Schedule A, Part III, line 15 . . . . . . . . . . . . . . . . .
15 16
% %
Section D. Computation of Investment Income Percentage 17 18 19a
Investment income percentage for 2024 (line 10c, column (f), divided by line 13, column (f)) . . . 17 % Investment income percentage from 2023 Schedule A, Part III, line 17 . . . . . . . . . . . . . . . 18 % 33 1/3% support tests - 2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
b
33 1/3% support tests - 2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . .
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . .
EEA
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
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Part IV
Supporting Organizations (Complete only if you checked a box on line 12 of Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes 1
2
3a b
c 4a b
c
5a
b c 6
7
8 9a
b c 10a
b EEA
Are all of the organization's supported organizations listed by name in the organization's governing documents? If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below. Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination. Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes," and if you checked 12a or 12b in Part I, answer lines 4b and 4c below. Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If "Yes," describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? Substitutions only. Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes," provide detail in Part VI. Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If "Yes," complete Part I of Schedule L (Form 990). Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If "Yes," complete Part I of Schedule L (Form 990). Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If "Yes," provide detail in Part VI. Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes," provide detail in Part VI. Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes," provide detail in Part VI. Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes," answer line 10b below. Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.)
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No
1
2 3a
3b 3c 4a
4b
4c
5a 5b 5c
6
7 8
9a 9b 9c
10a 10b
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part IV
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Supporting Organizations (continued) Yes No
11 a b c
Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization? A family member of a person described on line 11a above? A 35% controlled entity of a person described on line 11a or 11b above? If "Yes" to line 11a, 11b, or 11c, provide detail in Part VI.
11a 11b 11c
Section B. Type I Supporting Organizations Yes No 1
Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, directors, or trustees at all times during the tax year? If "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.
2
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Section C. Type II Supporting Organizations 1
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Section D. All Type III Supporting Organizations 1
2
3
Yes No
Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If "No," describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1 Yes No
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided?
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1 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). 2 By reason of the relationship described on line 2, above, did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization's supported organizations played in this regard. 3
Section E. Type III Functionally Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). 2 Activities Test. Answer lines 2a and 2b below. Yes No a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described on line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. 2b 3 Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If "Yes" or "No," provide details in Part VI. 3a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard. 3b EEA
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part V
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Page 6
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A - Adjusted Net Income (A) Prior Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3. 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) 8 (B) Current Year Section B - Minimum Asset Amount (A) Prior Year (optional) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities 1a b Average monthly cash balances 1b c Fair market value of other non-exempt-use assets 1c d Total (add lines 1a, 1b, and 1c) 1d e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquisition indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d. 3 4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by 0.035. 6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8
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Section C - Distributable Amount 1 2 3 4 5 6 7 EEA
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Adjusted net income for prior year (from Section A, line 8, column A) 1 Enter 0.85 of line 1. 2 Minimum asset amount for prior year (from Section B, line 8, column A) 3 Enter greater of line 2 or line 3. 4 Income tax imposed in prior year 5 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions). 6 Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part V
Green Gables at Historic Riverview Village Inc
27-4206685
Section D - Distributions 1 2 3 4 5 6 7 8 9 10
Current Year
Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) Other distributions (describe in Part VI). See instructions. Total annual distributions. Add lines 1 through 6. Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. Distributable amount for 2024 from Section C, line 6 Line 8 amount divided by line 9 amount
3 a b c d e f g h i j 4 a b c 5
6
7 8 a b c d e EEA
Distributable amount for 2024 from Section C, line 6 Underdistributions, if any, for years prior to 2024 (reasonable cause required - explain in Part VI). See instructions. Excess distributions carryover, if any, to 2024 From 2019 . . . . . . . . From 2020 . . . . . . . . From 2021 . . . . . . . . From 2022 . . . . . . . . From 2023 . . . . . . . . Total of lines 3a through 3e Applied to underdistributions of prior years Applied to 2024 distributable amount Carryover from 2019 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and 3i from line 3f. Distributions for 2024 from Section D, line 7: $ Applied to underdistributions of prior years Applied to 2024 distributable amount Remainder. Subtract lines 4a and 4b from line 4. Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. Excess distributions carryover to 2025. Add lines 3j and 4c. Breakdown of line 7: Excess from 2020 . . . . Excess from 2021 . . . . Excess from 2022 . . . . Excess from 2023 . . . . Excess from 2024 . . . .
1 2 3 4 5 6 7 8 9 10
(ii) Underdistributions Pre-2024
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(i) Excess Distributions
Section E - Distribution Allocations (see instructions) 1 2
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Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
(iii) Distributable Amount for 2024
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Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Part VI
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Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
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Schedule A (Form 990) 2024
Schedule B
Schedule of Contributors
(Form 990) (Rev. December 2024)
OMB No. 1545-0047
Attach to Form 990, 990-EZ, or 990-PF. Go to www.irs.gov/Form990 for the latest information.
Department of the Treasury Internal Revenue Service
Name of the organization
Employer identification number
Green Gables at Historic Riverview Village Inc
27-4206685
Organization type (check one): Filers of:
Section:
Form 990 or 990-EZ
X 501(c)( 3
) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF
501(c)(3) exempt private foundation
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4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
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General Rule
X
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
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For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering "N/A" in column (b) instead of the contributor name and address), II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990). For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. EEA
Schedule B (Form 990) (Rev. 12-2024)
Page 2
Schedule B (Form 990) (Rev. 12-2024)
Name of organization
Employer identification number
Green Gables at Historic Riverview Village Inc
Part I (a) No. 1
27-4206685
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4
(c) Total contributions
(d) Type of contribution
Boniface Heirs Group $
3890 W New Haven Ave
10,000
(b) Name, address, and ZIP + 4
(c) Total contributions
(b) Name, address, and ZIP + 4
(c) Total contributions
C tn $
(a) No.
(a) No.
(a) No.
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(b) Name, address, and ZIP + 4
(b) Name, address, and ZIP + 4
(b) Name, address, and ZIP + 4
(d) Type of contribution
y po
$
(a) No.
X
(Complete Part II for noncash contributions.)
Melbourne, FL 32904 (a) No.
Person Payroll Noncash
(c) Total contributions
$
(c) Total contributions
$
Person Payroll Noncash (Complete Part II for noncash contributions.)
(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
(c) Total contributions
$
(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
EEA
Schedule B (Form 990) (Rev. 12-2024)
Page 3
Schedule B (Form 990) (Rev. 12-2024)
Name of organization
Employer identification number
Green Gables at Historic Riverview Village Inc
Part II (a) No. from Part I
27-4206685
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (c) FMV (or estimate)
(b) Description of noncash property given
(d) Date received
(See instructions.)
$ (a) No. from Part I
(c) FMV (or estimate)
(b) Description of noncash property given
y po (See instructions.)
$ (a) No. from Part I
(b) Description of noncash property given
C tn $
(a) No. from Part I
(a) No. from Part I
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(b) Description of noncash property given
(c) FMV (or estimate) (See instructions.)
(c) FMV (or estimate) (See instructions.)
(d) Date received
(d) Date received
(d) Date received
$
(c) FMV (or estimate)
(b) Description of noncash property given
(See instructions.)
(d) Date received
$ (a) No. from Part I
(c) FMV (or estimate)
(b) Description of noncash property given
(See instructions.)
(d) Date received
$ EEA
Schedule B (Form 990) (Rev. 12-2024)
Page 4
Schedule B (Form 990) (Rev. 12-2024)
Name of organization
Employer identification number
Green Gables at Historic Riverview Village Inc 27-4206685 Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed. (a) No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP + 4
(a) No. from Part I
(b) Purpose of gift
Relationship of transferor to transferee
C tn (e) Transfer of gift
Transferee's name, address, and ZIP + 4
(a) No. from Part I
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(b) Purpose of gift
(c) Use of gift
(b) Purpose of gift
(d) Description of how gift is held
Relationship of transferor to transferee
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4
(a) No. from Part I
y po
(c) Use of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift Transferee's name, address, and ZIP + 4
EEA
Relationship of transferor to transferee
Schedule B (Form 990) (Rev. 12-2024)
SCHEDULE D (Form 990) (Rev. December 2024) Department of the Treasury Internal Revenue Service Name of the organization
Supplemental Financial Statements Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Employer identification number
Green Gables at Historic Riverview Village Inc 27-4206685 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered "Yes" on Form 990, Part IV, line 6. (a) Donor advised funds
(b) Funds and other accounts
Total number at end of year . . . . . . . . . . . . . . Aggregate value of contributions to (during year) . . . . Aggregate value of grants from (during year) . . . . . Aggregate value at end of year . . . . . . . . . . . . Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? . . . . . . . . . . . . . . . . Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 2 3 4 5 6
Part II
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Conservation Easements
Yes
No
Yes
No
Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 1
2 a b c d 3 4 5 6 7 8 9
Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (for example, recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . 2b Number of conservation easements on a certified historic structure included on line 2a ........ 2c Number of conservation easements included on line 2c acquired after July 25, 2006, and not on a historic structure listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . 2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year ...................................... Number of states where property subject to conservation easement is located ................. Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ Does each conservation easement reported on line 2d above satisfy the requirements of section 170(h)(4)(B) (i) and section 170(h)(4)(B)(ii)? ............................................ Yes No In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.
Part III
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Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items. (i) Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ (ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items. a Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ b Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) (Rev. 12-2024) EEA
Schedule D (Form 990) (Rev. 12-2024) Green
Part III 3 a b c 4 5
b c d e f 2a b
f g 2 a b c 3a
b 4
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C tn (b) Prior year
(c) Two years back
(d) Three years back
Beginning of year balance . . . . . . Contributions . . . . . . . . . . . . . Net investment earnings, gains, and losses . . . . . . . . . . . . . . Grants or scholarships . . . . . . . . Other expenditures for facilities and programs . . . . . . . . . . . . . . . Administrative expenses . . . . . . . End of year balance . . . . . . . . . Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: Board designated or quasi-endowment % Permanent endowment % Term endowment % The percentages on lines 2a, 2b, and 2c should equal 100%. Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) Unrelated organizations? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) Related organizations? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R?. . . . . . . . . . . . . . . . . . . . Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
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No
No
(e) Four years back
Yes
No
3a(i) 3a(ii) 3b
Land, Buildings, and Equipment Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property
(a) Cost or other basis
(b) Cost or other basis
(c) Accumulated
(investment)
(other)
depreciation
1a Land . . . . . . . . . . . . . . . . . . . 815,000 b Buildings . . . . . . . . . . . . . . . . . 150,000 5,930 c Leasehold improvements . . . . . . . . . 9,352 2,409 d Equipment . . . . . . . . . . . . . . . . 12,045 1,256 e Other . . . . . . . . . . . . . . . . . . . Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, line 10c, column (B)) . . . . . . . . . . . . . . EEA
No
Endowment Funds Complete if the organization answered "Yes" on Form 990, Part IV, line 10. (a) Current year
d e
Yes
Escrow and Custodial Arrangements Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes If "Yes," explain the arrangement in Part XIII and complete the following table. Amount Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c Additions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1d Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1e Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? . . . . . . . . Yes If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII . . . . . . . . . . . . . .
Part V
1a b c
Page 2
27-4206685
Using the organization's acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply). Public exhibition d Loan or exchange program Scholarly research e Other Preservation for future generations Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? . . . . . . . . . . .
Part IV
1a
Gables at Historic Riverview Village Inc
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
(d) Book value
815,000 144,070 6,943 10,789 976,802
Schedule D (Form 990) (Rev. 12-2024)
Schedule D (Form 990) (Rev. 12-2024)
Part VII
Green Gables at Historic Riverview Village Inc
27-4206685
Page 3
Investments - Other Securities Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security)
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Closely held equity interests . . . . . . . . . . . . . . . . . . . . . . (3) Other (A) (B) (C) (D) (E) (F) (G) (H) Total. (Column (b) must equal Form 990, Part X, line 12, col. (B)) . . . . . .
Part VIII
Investments - Program Related Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
y po
(a) Description of investment
(b) Book value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 13, col. (B)) . . . . . .
Part IX
C tn
(c) Method of valuation: Cost or end-of-year market value
Other Assets Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
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(a) Description
(b) Book value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, line 15, col. (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part X
1.
Other Liabilities Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description of liability
(1) Federal income taxes (2)Prepaid Deposits (3) (4) (5) (6) (7) (8) (9)
Total. (Column (b) must equal Form 990, Part X, line 25, col. (B)). .
(b) Book value
2,480
2,480
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII . . . . . EEA
Schedule D (Form 990) (Rev. 12-2024)
Schedule D (Form 990) (Rev. 12-2024) Green
Gables at Historic Riverview Village Inc
27-4206685
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. Total revenue, gains, and other support per audited financial statements . . . . . . . . . . . . . . . . . . . . 1
Page 4
Part XI 1 2 a b c d e 3 4 a b c 5
Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains (losses) on investments. . . . . . . . . . . . . . . . . . 2a Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . 2b Recoveries of prior year grants . . . . . . . . . . . . . . . . . . . . . . . . 2c Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . 2d Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part VIII, line 12, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . 4a Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . 4b Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) . . . . . . . . . . . . . . .
127,398
2e 3
127,398
4c 5
127,398
Part XII
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. Total expenses and losses per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . 1
1 2 a b c d e 3 4 a b c 5
y po
Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . 2a Prior year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b Other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . 2d Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . . 4a Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . 4b Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) . . . . . . . . . . . . . . .
Part XIII
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Supplemental Information
69,493
2e 3
69,493
4c 5
69,493
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
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EEA
Schedule D (Form 990) (Rev. 12-2024)
Schedule D (Form 990) (Rev. 12-2024) Green
Part XIII
Gables at Historic Riverview Village Inc
27-4206685
Page 5
Supplemental Information (continued)
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C tn
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Schedule D (Form 990) (Rev. 12-2024)
SCHEDULE G (Form 990) (Rev. December 2024) Department of the Treasury Internal Revenue Service
Supplemental Information Regarding Fundraising or Gaming Activities Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19; or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Name of the organization
1 a b c d 2a b
27-4206685
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part. Indicate whether the organization raised funds through any of the following activities. Check all that apply. Mail solicitations e Solicitation of nongovernment grants Internet and email solicitations f Solicitation of government grants Phone solicitations g Special fundraising events In-person solicitations Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.
(i) Name and address of individual or entity (fundraiser)
(iii) Did fundraiser have custody or control of contributions?
(ii) Activity
Yes
y po
(iv) Gross receipts from activity
No
1 2
4 5 6
8 9 10
(v) Amount paid to (or retained by) fundraiser listed in col. (i)
Yes
No
(vi) Amount paid to (or retained by) organization
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3
7
Open to Public Inspection
Employer identification number
Green Gables at Historic Riverview Village Inc
Part I
OMB No. 1545-0047
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Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA
Schedule G (Form 990) (Rev. 12-2024)
Green Gables at Historic Riverview Village Inc 27-4206685 Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Schedule G (Form 990) (Rev. 12-2024)
Part II
(a) Event #1
(b) Event #2
(c) Other events
HOFB 23 Revenue Direct Expenses
(event type)
1
Gross receipts . . . . . . . .
2 3
Less: Contributions . . . . . Gross income (line 1 minus line 2) . . . . . . . . .
4
Cash prizes
5
Noncash prizes
6
Rent/facility costs . . . . . . .
7
Food and beverages . . . . .
8
Entertainment
9
Other direct expenses
10 11
Direct expense summary. Add lines 4 through 9 in column (d) Net income summary. Subtract line 10 from line 3, column (d)
Part III Revenue Direct Expenses
(total number)
......... .......
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........ ....
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....................... .......................
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (a) Bingo
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(b) Pull tabs/instant bingo/progressive bingo
(d) Total gaming (add col. (a) through col. (c))
(c) Other gaming
1
Gross revenue . . . . . . . .
2
Cash prizes
3
Noncash prizes
.......
4
Rent/facility costs
......
5
Other direct expenses
6
Volunteer labor
7
Direct expense summary. Add lines 2 through 5 in column (d)
8
Net gaming income summary. Subtract line 7 from line 1, column (d) . . . . . . . . . . . . . . . . . . . .
.........
....
.......
Yes No
%
Yes No
%
Yes No
%
.......................
9 a b
Enter the state(s) in which the organization conducts gaming activities: Is the organization licensed to conduct gaming activities in each of these states? If "No," explain:
10a b
Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year? If "Yes," explain:
EEA
(d) Total events (add col. (a) through col. (c))
None
(event type)
Page 2
.....................
Yes
No
.........
Yes
No
Schedule G (Form 990) (Rev. 12-2024)
SCHEDULE O (Form 990)
Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.
OMB No. 1545-0047
(Rev. December 2024) Department of the Treasury Internal Revenue Service
Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public Inspection
Name of the organization
Employer identification number
Green Gables at Historic Riverview Village Inc 27-4206685 01. Unrelated business income explanation (Part V, line 3b) All of the work for Green Gables is completed by volunteers, thus a 990T is not required. 02. Officer, directors, etc. family relationship (Part VI, line 2) 2 board members are related 03. Form 990 governing body review (Part VI, line 11) Accountant emails the 990 filing to the board members. concurrence.
They respond with questions or
04. Conflict of interest policy compliance (Part VI, line 12c) The written conflict of interest policy is reviewed and signed annually by all board members as per the laws of the State of Florida, with the official records.
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05. Governing documents, etc., available to public (Part VI, line 19) Governing documents and financial statements are provided upon request.
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For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA
Schedule O (Form 990) (Rev. 12-2024)
Form
Depreciation and Amortization
4562
Attach to your tax return. Go to www.irs.gov/Form4562 for instructions and the latest information.
Name(s) shown on return
Business or activity to which this form relates
Green Gables at Historic Rivervi
1 2 3 4 5 6
2024
(Including Information on Listed Property)
Department of the Treasury Internal Revenue Service
Part I
OMB No. 1545-0172
Attachment Sequence No. 179 Identifying number
FORM 990 - 1
27-4206685
Election To Expense Certain Property Under Section 179
Note: If you have any listed property, complete Part V before you complete Part I. Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . . . . . . . . Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . . . . Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . . . . . . . Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (a) Description of property
(b) Cost (business use only)
1 2 3 4 5
(c) Elected cost
7 Listed property. Enter the amount from line 29 . . . . . . . . . . . . . . 7 8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . . . . . 8 9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Carryover of disallowed deduction from line 13 of your 2023 Form 4562 . . . . . . . . . . . . . . . . . 10 11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5. See instructions . . . . 11 12 Section 179 expense deduction. Add lines 9 and 10, but don't enter more than line 11 . . . . . . . . . 12 13 Carryover of disallowed deduction to 2025. Add lines 9 and 10, less line 12 . . . 13 Note: Don't use Part II or Part III below for listed property. Instead, use Part V. Part II Special Depreciation Allowance and Other Depreciation (Don't include listed property. See instructions.) 14 Special depreciation allowance for qualified property (other than listed property) placed in service during the tax year. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 6,255 Part III MACRS Depreciation (Don't include listed property. See instructions.) Section A .......... 17 MACRS deductions for assets placed in service in tax years beginning before 2024 17 18 If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section B - Assets Placed in Service During 2024 Tax Year Using the General Depreciation System
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(a) Classification of property
19a b c d e f g h
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(b) Month and year (c) Basis for depreciation placed in (business/investment use service only-see instructions)
(d) Recovery period
(e) Convention
(f) Method
(g) Depreciation deduction
3-year property 5-year property 7-year property 10-year property 15-year property 20-year property 25-year property 25 yrs. S/L Residential rental 27.5 yrs. MM S/L property 27.5 yrs. MM S/L i Nonresidential real 10-2024 39 yrs. MM S/L 9,352 property MM S/L Section C - Assets Placed in Service During 2024 Tax Year Using the Alternative Depreciation System 20a Class life S/L b 12-year 12 yrs. S/L c 30-year 30 yrs. MM S/L d 40-year 40 yrs. MM S/L Part IV Summary (See instructions.) 21 Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on the appropriate lines of your return. Partnerships and S corporations - see instructions . . 22 23 For assets shown above and placed in service during the current year, enter the portion of the basis attributable to section 263A costs . . . . . . . . . . . . . . 23 For Paperwork Reduction Act Notice, see separate instructions. EEA
50
6,305
Form 4562 (2024)
Form
8868
Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans
(Rev. January 2025)
OMB No. 1545-0047
File a separate application for each return. Go to www.irs.gov/Form8868 for the latest information.
Department of the Treasury Internal Revenue Service
Electronic filing (e-file). You can electronically file Form 8868 to request up to a 6-month extension of time to file any of the forms listed below except for Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts. An extension request for Form 8870 must be sent to the IRS in a paper format (see instructions). For more details on the electronic filing of Form 8868, visit www.irs.gov/e-file-providers/e-file-for-charities-and-non-profits. Caution: If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-TE and Form 8879-TE for payment instructions. All corporations required to file an income tax return other than Form 990-T (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns.
Part I - Identification Type or Print File by the due date for filing your return. See instructions.
Name of exempt organization, employer, or other filer, see instructions.
Taxpayer identification number (TIN)
Green Gables at Historic Riverview Village Inc
27-4206685
Number, street, and room or suite no. If a P.O. box, see instructions.
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PO Box 1086
City, town or post office, state, and ZIP code. For a foreign address, see instructions.
Melbourne, FL 32902
Enter the Return Code for the return that this application is for (file a separate application for each return) . . . . . . . . . . . Application Is For
0
1
Return Application Is For Return Code Code Form 990 or Form 990-EZ 01 Form 4720 (other than individual) 09 Form 4720 (individual) 03 Form 5227 10 Form 990-PF 04 Form 6069 11 Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 8870 12 Form 990-T (trust other than above) 06 Form 5330 (individual) 13 Form 990-T (corporation) 07 Form 5330 (other than individual) 14 Form 1041-A 08 Form 990-T (governmental entities) 15 • After you enter your Return Code, complete either Part II or Part III. Part III, including signature, is applicable only for an extension of time to file Form 5330. • If this application is for an extension of time to file Form 5330, you must enter the following information. Plan Name Plan Number Plan Year Ending (MM/DD/YYYY)
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Part II - Automatic Extension of Time To File for Exempt Organizations (see instructions) The books are in the care of ANNITA FULL, PO BOX 1086 MELBOURNE, FL 32902 Telephone No. 321-432-0848 Fax No. • If the organization does not have an office or place of business in the United States, check this box ............. • If this is for a Group Return, enter the organization's four-digit Group Exemption Number (GEN) . If this is for the whole group, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If it is for part of the group, check this box and attach a list with the names and TINs of all members the extension is for . . . . 1
I request an automatic 6-month extension of time until 11-17 , 20 25 , to file the exempt organization return for the organization named above. The extension is for the organization's return for: X calendar year 20 24 or , 20 . tax year beginning , 20 , and ending
2
If the tax year entered in line 1 is for less than 12 months, check reason: Initial return Final return Change in accounting period
3a If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. c Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. For Privacy Act and Paperwork Reduction Act Notice, see instructions. EEA
3a $ 3b $ 3c $ Form 8868 (Rev. 1-2025)
W•9
Request for Taxpayer Identification Number and Certification
Give form to the Form (Rev. March 2024) requester. Do not Department of the Treasury send to the IRS. Go to www.irs.gov/FormW9 for instructions and the latest information. Internal Revenue Service Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below. 1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner's name on line 1, and enter the business/disregarded entity's name on line 2.)
Green Gables at Historic Riverview Village, Inc. 2
C'? Q)
Cl
. .,
3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check only one of the following seven boxes.
□ Individual/sole proprietor D C corporation D S corporation □ Partnership D TrusVestate □ LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership)
0
Note: Check the "LLC" box above and, in the entry space, enter the appropriate code (C, S, or P} for the tax ___
i:8 Q)
C:
2 'E 't; ·c: .s Q. CJ
.. CJ
□
0
II:
'ts
i Q)
Q)
-�
Business name/disregarded entity name, if different from above.
classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate box for the tax classification of its owner. Other (see instructions) 501(c)(3)
3b If on line 3a you checked "Partnership" or "TrusVestate," or checked "LLC" and entered "P" as its tax classification, 5
and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, check this box if you have any foreign partners, owners, or beneficiaries. See instructions
Address (number, street, and apt. or suite no.). See instructions.
PO Box 1086
□
4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any) Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code (if any} (Applies to accounts maintained outside the United States.)
Requester's name and address (optional)
6 City, state, and ZIP code 7
Melbourne, FL 32902-1086 List account number(s) here (optional)
••
Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.
Note: If the account is in more than one name, see the instructions for line 1. See also What Name and
Number To Give the Requester for guidelines on whose number to enter.
I Social security number
I
[Il]-DJ-1 I I I I ! or
Employer Identification number
2 7
4 2 0 6 6 8 5
Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding
because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later.
Sign
Here
I Signature of
Date
. U.S. person
General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.
What's New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the "LLC" box and enter its appropriate tax classification. Cat. No. 10231X
06-04-2026
New line 3b has been added to this form. A flow-through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow-through entity in which it has an ownership interest. This change is intended to provide a flow-through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065).
Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS is giving you this form because they Form W-9 (Rev. 3-2024)
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
2026-2027 projection
2025-2026 actuals
Income
Difference
2026-2027 projection
2025-2026 actuals
Difference
Advertising/Signage
$11,250.00
$6,602.00
$4,648.00
Grants
$15,000.00
$1,000.00
$14,000.00
Entertainment
$2,500.00
$3,675.00
-$1,175.00
In-Kind
$2,000.00
$3,909.00
-$1,909.00
$600.00
$738.00
-$138.00
Merch Sales
$5,000.00
$6,762.00
-$1,762.00
$5,200.00
$7,791.00
-$2,591.00
Event Income
$50,000.00
$48,562.00
$1,438.00
Security
$750.00
$1,260.00
-$510.00
Donations
$6,000.00
$5,743.00
$257.00
Equipment Rental
$100.00
$665.00
-$565.00
Building Fund
$50,000.00
$25,781.00
$24,219.00
Venue/Catering
$11,000.00
$9,312.00
$1,688.00
Education Program
$3,000.00
$3,111.00
-$111.00
Subtotal Other Expenses
$31,400.00
$30,043.00
$1,357.00
Interest Income
$500.00
$851.00
-$351.00
Administrative
$14,050.00
$11,951.00
$2,099.00
Utilities
$1,200.00
$1,294.00
-$94.00
$450.00
$483.00
-$33.00
$7,750.00
$6,168.00
$1,582.00
$125.00
$112.00
$13.00
$5,100.00
$5,068.00
$32.00
Licenses/Permits/Fees Event Supplies
Repairs & Maintenance Restoration Property Taxes Lawn & Landscape Supplies
$0.00
$4,000.00
$1,290.00
$0.00 $0.00 Subtotal Income Income Sponsors
$131,500.00 $
95,719.00
Sponsorships
$15,000.00
$18,480.00
$
35,781.00 -$3,480.00 $0.00
$2,710.00
Income Other
$0.00
TDC grant funding
$0.00
$10,000.00
-$10,000.00
$0.00
Total Income
$146,500.00
$124,199.00
$22,301.00
Total Expenses Paid
$64,775.00
$56,859.00
$7,916.00
Profit/Loss
$81,725.00
$67,340.00
$14,385.00
$0.00 $0.00 $0.00
$0.00
$32,675.00
$26,366.00
$6,309.00
Thunder Road Magazine
$200.00
$200.00
$0.00
Sebastian Area River Chamber o
$500.00
$250.00
$250.00
Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$0.00 $0.00 $0.00 $0.00 $0.00 Subtotal Marketing Expenses
$700.00
$450.00
$250.00
Total Expenses 2026-2027
$ 64,775.00
$ 56,859.00
$ 7,916.00
.
St. Katherine’s Greek Festival
Return to Table of Contents
For TDO use: PROJECT #26
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
Office Program
checklist
Organization:
organization
Support
St.
Katherine
year-round
Greek
Orthodox
Church
of Brevard
County,
Inc.
programming?
II s
YES
Applicant
Event
Name:
MeLbourne
Greek
Festival
No
Yes 1.
Completed
2.
CopyoflRSArticlesof
x
application
Incorporation
Comment
up (
- (if applicable)
4i
3.
CopyoflRSDeterminationLetter
-g
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable)
=-4
W-9
(March
Income/Expense (required
8.
This
or 250
YES
All documerits
Peter
Cranis
meets
the
room
nights
t'ea
UIAJ
- ' 0 ' r)r
vv#r5
X'
for all applicants)
application
(CulturaL)
l
worksheet
CopyoftheApplicantcheckList
IrA
X
2024) 7.
l
X
(if applicable)
'%X/
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
II a have
bee,q
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Kristin Metropoulos
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming ST KATHERINE GREEK ORTHODOX CHURCH OF BREVARD COUNTY INC Organization address 5965 N WICKHAM RD State FL City MELBOURNE Zip 32940-2003 Primary contact name KRISTIN METROPOULOS
Primary contact phone number 215-760-8212 Primary contact email KRISTIN.METROPOULOS@GMAIL.COM Secondary contact name DESPINA ECHEVARRIA Secondary contact phone number 321-254-1045 Secondary contact email ADMIN@SAINT-KATHERINE.ORG Organization website address WWW.SAINT-KATHERINE.ORG
6. (untitled) 4. Which best describes your organization? Other - please be specific: 501(C)(3) CHURCH
7. (untitled) 5.
What is your Federal Employee ID number? 59-1558034
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event GREEK FEST MELBOURNE Event website address (if different from organization website) SAME Event location
5965 N WICKHAM RD, MELBOURNE, FL
10. (untitled)
What is the first date of your event?
8.
02/26/2027
11. (untitled)
In total, how many days will your event be held?
9. 3
12. (untitled)
Do you have a second event?
10. No
13. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled) 11.
What types of marketing do you plan to do for this event?
Digital advertising (banner ads, etc.) Radio Social hashtags Social media (Facebook, Instagram, YouTube, etc.) Other - Please be specific.....: PRINT, SOCIAL MEDIA LIVE BROADCASTS
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 12.
What are your social media handles?
Facebook : https://www.facebook.com/greekfestmlb Instagram : https://www.instagram.com/greekfestmlb
23. (untitled) 13.
What hashtags do you currently use?
#GreekFestMLB, #SaintKatherineGreekFest, #MelbourneFL, #BrevardCounty, #SpaceCoast, #GreekFestival, #ThingsToDoInMelbourneFL
24. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Kristin Metropoulos
25. (untitled)
Upload a copy of your organization's IRS Determination letter.
26. (untitled)
Upload a copy of your organization's 990 form.
27. (untitled)
Upload a copy of your organization's Articles of Incorporation.
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 15.
2026_SunBiz_Filing.pdf
29. (untitled) 16.
Upload your completed W-9 form.
St_Katherine_W9.pdf
30. (untitled) 17.
Upload your completed Event Income/Expense report.
St_Katherine_Greek_Fest_MSP_Revenue_Expense_Worksheet_FY26-27.pdf
31. (untitled) 18.
Upload your completed Checklist.
ST_KATHERINE_GREEK_FEST_MSP_applicant_checklist_5.26.2026.pdf
32. (untitled) 19.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Kristin Metropoulos
33. Thank You! New Send Email Jun 21, 2026 17:50:06 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
2026 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT DOCUMENT# 730517 Entity Name: ST. KATHERINE, GREEK ORTHODOX CHURCH OF BREVARD COUNTY, INC.
FILED Apr 30, 2026 Secretary of State 5589653046CC
Current Principal Place of Business: 5965 WICKHAM ROAD MELBOURNE, FL 32940-2003
Current Mailing Address: 5965 WICKHAM ROAD MELBOURNE, FL 32940-2003 US FEI Number: 59-1558034
Certificate of Status Desired: Yes
Name and Address of Current Registered Agent: PANOUSES, KURT ESQ 310 FIFTH AVENUE INDIALANTIC, FL 32903 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE: KURT PANOUSES
04/30/2026 Date
Electronic Signature of Registered Agent
Officer/Director Detail : Title
PRESIDENT
Title
VP
Name
HAWKINS, MICHAEL W.
Name
MITROPOULOS, HRYSOULA
Address
6055 ANELLO DRIVE
Address
1311 HERITAGE ACRES BLVD
City-State-Zip:
MELBOURNE FL 32940
City-State-Zip:
ROCKLEDGE FL 32955
Title
TT
Title
SD
Name
GRIMANIS, JOHN GEORGE
Name
THEODOROU, ANASTASIA
Address
431 EASTON FOREST CIR SE
Address
535 KALE ST.
PALM BAY FL 32909
City-State-Zip:
SATELLITE BEACH FL 32937
City-State-Zip:
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 617, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: HAWKINS, MICHAEL W. Electronic Signature of Signing Officer/Director Detail
PRESIDENT
04/30/2026 Date
7/8/26, 3:47 PM
Detail by Entity Name Division of Corporations
Florida Department of State
Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name Florida Not For Profit Corporation ST. KATHERINE, GREEK ORTHODOX CHURCH OF BREVARD COUNTY, INC. Filing Information
Document Number
730517
FEI/EIN Number
59-1558034
Date Filed
08/23/1974
State
FL
Status
ACTIVE
Last Event
NAME CHANGE AMENDMENT
Event Date Filed
06/16/1980
Event Effective Date
NONE
Principal Address
5965 WICKHAM ROAD MELBOURNE, FL 32940-2003 Changed: 01/20/2012 Mailing Address
5965 WICKHAM ROAD MELBOURNE, FL 32940-2003 Changed: 01/20/2012 Registered Agent Name & Address
PANOUSES, KURT ESQ 310 Fifth Avenue INDIALANTIC, FL 32903 Name Changed: 01/26/2016 Address Changed: 01/26/2016 Officer/Director Detail
Name & Address Title President
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=STKATHE…
1/3
7/8/26, 3:47 PM
Detail by Entity Name
HAWKINS, MICHAEL W. 6055 ANELLO DRIVE MELBOURNE, FL 32940 Title VP MITROPOULOS, HRYSOULA 1311 HERITAGE ACRES BLVD ROCKLEDGE, FL 32955 Title TT GRIMANIS, JOHN GEORGE 431 EASTON FOREST CIR SE PALM BAY, FL 32909 Title SD Theodorou, Anastasia 535 Kale St. Satellite Beach, FL 32937 Annual Reports
Report Year
Filed Date
2024
01/24/2024
2025
01/17/2025
2026
04/30/2026
04/30/2026 -- ANNUAL REPORT
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01/17/2025 -- ANNUAL REPORT
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01/24/2024 -- ANNUAL REPORT
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01/19/2023 -- ANNUAL REPORT
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01/24/2022 -- ANNUAL REPORT
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01/29/2021 -- ANNUAL REPORT
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01/24/2020 -- ANNUAL REPORT
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01/25/2019 -- ANNUAL REPORT
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01/25/2018 -- ANNUAL REPORT
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04/04/2017 -- ANNUAL REPORT
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01/26/2016 -- ANNUAL REPORT
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01/22/2015 -- ANNUAL REPORT
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01/14/2014 -- ANNUAL REPORT
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01/29/2013 -- ANNUAL REPORT
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01/20/2012 -- ANNUAL REPORT
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02/15/2011 -- ANNUAL REPORT
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01/19/2010 -- ANNUAL REPORT
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02/04/2009 -- ANNUAL REPORT
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03/14/2008 -- ANNUAL REPORT
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https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=STKATHE…
2/3
7/8/26, 3:47 PM
Detail by Entity Name
01/11/2007 -- ANNUAL REPORT
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03/30/2006 -- ANNUAL REPORT
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01/21/2005 -- ANNUAL REPORT
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02/12/2004 -- ANNUAL REPORT
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04/03/2003 -- ANNUAL REPORT
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06/30/2002 -- ANNUAL REPORT
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02/02/2001 -- ANNUAL REPORT
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01/25/2000 -- ANNUAL REPORT
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03/19/1999 -- ANNUAL REPORT
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02/18/1998 -- ANNUAL REPORT
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02/04/1997 -- ANNUAL REPORT
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02/16/1996 -- ANNUAL REPORT
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04/24/1995 -- ANNUAL REPORT
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Florida Department of State, Division of Corporations
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=STKATHE…
3/3
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
COGS
Subtotal Other Expenses
2026-2027 projection
2025-2026 actuals
$112,000.00 $101,012.00
$112,000.00 $101,012.00
Difference
Income
2026-2027 projection
2025-2026 actuals
Difference
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$10,988.00
Festival Sales
$290,000.00
$275,806.00 $14,194.00
$0.00
$0.00
$0.00
$0.00
$0.00 $10,988.00
$0.00 $0.00 $0.00
$0.00
$0.00
$0.00 $0.00
Subtotal Income Income Sponsors
$290,000.00 $275,806.00
$0.00
Sponsors
$25,000.00
$15,000.00
$0.00
$0.00
$0.00 $14,194.00
$10,000.00
$0.00 $0.00
Income Other
$0.00
TDC grant funding
$0.00
$0.00
$0.00
Total Income
$315,000.00 $290,806.00
$24,194.00
Total Expenses Paid
$122,000.00
$101,012.00 $20,988.00
Profit/Loss
$193,000.00
$189,794.00 $3,206.00
$0.00 $0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County Marketing - out of county - MARC media$1,800.00
$1,500.00
$300.00
Marketing - Brevard -Hometown News$4,300.00
$4,140.00
$160.00
rketing - Brevard -local ad face - digital board $1,200.00
$1,200.00
$0.00
Marketing - Brevard -business News $2,700.00
$2,700.00
$0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses
$10,000.00
$9,540.00
$460.00
Total Expenses 2026-2027
$122,000.00 $101,012.00
$20,988.00
.
Updated:
Salute to America 250
Return to Table of Contents
For TDO use: PROJECT #- 27
Tourism
Development
FY 2026-2027
Office
Marketing
Application
Packet
Support
checklist
Applicant
Organization:
STA250
Applicant
Event
Salute
Name:
1.
CompLeted
2.
Copy
Copy
in Space
to America
of IRS Articles
250
in Space
Yes
No
Comment
x
application
Incorporation 3.
Program
x
of
- (if applicable)
of IRS Determination
N/A
Letter
- (if applicable) 4.
CopyofSunBiz.org(ifappLicable)
5.
Copy
of 990
6.
Copy
of completed
x N/A
(if applicable) W-9
(March
x
2024) 7.
Income/Expense (required
8.
This
Copy
for
(Cultural)
aLL applicants)
of the Applicant
application or 250
x
worksheet
meets
the
room
nights
x
checklist
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO ,________J s l ALL aocumerits
Peter
Cranis
have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) Response ID:75 Data 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Cindy Lee
4. (untitled) 2. Which best describes your event/year-round programming? Cultural
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming STA250 in Space Organization address PO Box 360857 State FL City Melbourne Zip 32936 Primary contact name Bryan Lilley
Primary contact phone number 321-368-3808 Primary contact email bryan@air.show Secondary contact name Cindy Lee Secondary contact phone number 714-417-4724 Secondary contact email cindy@air.show Organization website address air.show
6. (untitled) 4. Which best describes your organization? For profit, LLC, Inc., etc.
7. (untitled) 5.
What is your Federal Employee ID number? 42-2367605
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event Salute to America 250 in Space Event website address (if different from organization website) air.show Event location
Kennedy Space Center
10. (untitled)
What is the first date of your event?
8.
11/07/2026
11. (untitled)
In total, how many days will your event be held?
9. 2
12. (untitled)
Do you have a second event?
10. No
13. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled) 11.
What types of marketing do you plan to do for this event?
Social hashtags Social media (Facebook, Instagram, YouTube, etc.)
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 12.
What are your social media handles?
Facebook : Air Dot Show Tour Instagram : @airdotshow YouTube : @airdotshow
23. (untitled) 13.
What hashtags do you currently use?
#salutetoamericainspace #airdotshow
24. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Cindy Lee
25. (untitled)
Upload a copy of your organization's IRS Determination letter.
26. (untitled)
Upload a copy of your organization's 990 form.
27. (untitled) 15.
Upload a copy of your organization's Articles of Incorporation.
Articles_of_Organization_-_Air_Dot_Show,_LLC.pdf
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 16.
Detail_by_Entity_Name_Air_Dot_Show,_LLC.pdf
29. (untitled) 17.
Upload your completed W-9 form.
Signed_W-9_-_Air_Dot_Show.pdf
30. (untitled) 18.
Upload your completed Event Income/Expense report.
KSC26-Marketing_Support_Program_-_2026-2027.pdf
31. (untitled) 19.
Upload your completed Checklist.
MSP_STA250_Space_applicant_checklist_5.26.2026_(signed).pdf
32. (untitled) 20.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Cindy Lee
33. Thank You! New Send Email Jul 09, 2026 15:47:02 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Detail by Entity Name
7/9/26, 1:39 PM
D I V I S I O N O F C O R P O R AT I O N S
Florida Department of State
Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name Florida Limited Liability Company AIR DOT SHOW, LLC Filing Information
Document Number
L26000240592
FEI/EIN Number
NONE
Date Filed
04/29/2026
Effective Date
04/28/2026
State
FL
Status
ACTIVE
Principal Address
5700 NORTH HARBOR CITY BLVD SUITE 280 MELBOURNE, FL 32940 Mailing Address
PO BOX 360857 MELBOURNE, FL 32936 Registered Agent Name & Address
NASH, CHARLES I 440 SOUTH BABCOCK STREET MELBOURNE, FL 32901 Authorized Person(s) Detail
Name & Address Title MGR LILLEY, BRYAN S 5700 NORTH HARBOR CITY BLVD MELBOURNE, FL 32940 Annual Reports
No Annual Reports Filed
https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResul…20dot%20show%2C%20llc&listNameOrder=AIRDOTSHOW%20L260002405920
Page 1 of 2
Marketing Support Program - Salute to America 260 in Space FY 2026-2027 Event Income/Expense Report Expenses
2026-2027 projection
past event actuals*
Difference $0.00
Income
2026-2027 projection
past event actuals*
Difference
Corporate Paternships
$125,000.00
$51,250.00
$73,750.00
Advertising and Promotion
$45,000.00
$37,958.83
$7,041.17
Ticket Sales
$450,000.00
$298,285.92
$151,714.08
Event Site Operations
$230,000.00
$149,261.95
$80,738.05
Vendor Income
$70,000.00
$68,537.04
$1,462.96
Flight/ Performer Operations
$170,000.00
$124,829.39
$45,170.61
Merchandise Sales
$10,000.00
$3,990.00
$6,010.00
General Operating Expenses
$120,000.00
$76,634.64
$43,365.36
$0.00
Hospitality Expenses
$75,000.00
$64,505.72
$10,494.28
$0.00
$0.00 Subtotal
$640,000.00
$453,190.53
$0.00
$186,809.47
$0.00
Other Expenses
$0.00 $0.00
$0.00
$0.00 $0.00
$0.00 Subtotal Income
$655,000.00
$422,062.96
$232,937.04
Income Sponsors
$0.00 $0.00 $0.00
Income Other
$0.00 $0.00
TDC grant funding
$45,000.00
$73,000.00
$-28,000.00
$0.00
Total Income
$700,000.00
$495,062.96
$204937.04
$0.00
Total Expenses Paid
$670,000.00
$474,154.43
$195845.57
$0.00 $0.00
Profit/Loss
$30,000.00
$20,908.53
$9,091.47
$0.00
Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County Out of County Digital Marketing
$30,000.00
$20,963.90
$9,036.10 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Subtotal Marketing Expenses Total Expenses 2026-2027
$9,036.10 $670,000.00
$474,154.43
$195,845.57
. * based on 2022 Space Coast Air Show at Space Coast Regional Airport (similar in airfield format and geographic location
Updated: 7/9/26
Bless the Babies Bowl
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
C1 N
year-round
programming?
YES
Applicant
Event
Name:
Bless
the
Babies
Bowl
Yes
Comment
x
1.
Completed
application
2.
CopyoflRSArticlesof
3.
CopyoflRSDeterminationLetter
Incorporation
No
x - (if applicable) NA
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable)
NA
(if applicable) W-9
NA
x
(March
2024) 7.
Income/Expense (required
8.
This
Copy
for all applicants)
of the Applicant
application
(CuLturaL)
x
worksheet
or 250
meets
the
room
nights
x
checklist
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO All documerits
have
beeiq
submitted,
reviewed
and/or
addressed
in the
comments.
(2LOt,,.,. Peter
Cranis,
Executive
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 2. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Cheston Hill
3. (untitled) 2. Which best describes your event/year-round programming? Sports
4. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming C1N Sports Organization address 4550 Commerce Cir SW State GA City Atlanta Zip 30336 Primary contact name RJ Mathis
Primary contact phone number 7707060909 Primary contact email chill@c1nsports.com Secondary contact name Cheston Hill Secondary contact phone number 4785084865 Secondary contact email chill@c1nsports.com Organization website address www.c1nsports.com
5. (untitled) 4. Which best describes your organization? For profit, LLC, Inc., etc.
6. (untitled) 5.
What is your Federal Employee ID number? 332053345
7. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
8. (untitled) 7.
EVENT INFORMATION - #1 Name of event C1N Sports Bless The Babies Bowl 2026 Event website address (if different from organization website) N/A Event location
Viera Regional Park- Melbourne FL
9. (untitled)
What is the first date of your event?
8.
12/02/2026
10. (untitled)
In total, how many days will your event be held?
9. 5
11. (untitled)
Do you have a second event?
10. No
12. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
13. (untitled)
What is the first date of your event?
14. (untitled)
In total, how many days will your event be held?
15. (untitled)
Do you have a third event?
16. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
17. (untitled)
What is the first date of your event?
18. (untitled)
In total, how many days will your event be held?
19. (untitled) 11.
What types of marketing do you plan to do for this event?
Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video
20. (untitled)
What types of marketing do you plan to do for your year-round programming?
21. (untitled) 12.
What are your social media handles?
Facebook : C1N Sports Instagram : C1N YouTube : C1Nfootball
22. (untitled) 13.
What hashtags do you currently use?
#BlessTheBabies
23. (untitled)
14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Cheston Hill
24. (untitled)
Upload a copy of your organization's IRS Determination letter.
25. (untitled)
Upload a copy of your organization's 990 form.
26. (untitled) 15.
Upload a copy of your organization's Articles of Incorporation.
0028223429_(2).pdf
27. (untitled) 16.
If you are a Florida organization, please upload a copy of your SunBiz.com
account associated with your organization.
28. (untitled) 17.
Upload your completed W-9 form.
C1N_-_W9.pdf
29. (untitled) 18.
Upload your completed Event Income/Expense report.
MSP_Revenue_Expense_worksheet_FY26-27.pdf
30. (untitled) 19.
Upload your completed Checklist.
Checklist.pdf
31. (untitled) 20.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Cheston Hill
32. Thank You! New Send Email Jun 01, 2026 12:22:12 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Control Number : 24218322
STATE OF GEORGIA Secretary of State Corporations Division 313 West Tower 2 Martin Luther King, Jr. Dr. Atlanta, Georgia 30334-1530
CERTIFICATE OF ORGANIZATION I, Brad Raffensperger, the Secretary of State and the Corporation Commissioner of the State of Georgia, hereby certify under the seal of my office that C1N Sports LLC a Domestic Limited Liability Company has been duly organized under the laws of the State of Georgia on 12/01/2024 by the filing of articles of organization in the Office of the Secretary of State and by the paying of fees as provided by Title 14 of the Official Code of Georgia Annotated.
WITNESS my hand and official seal in the City of Atlanta and the State of Georgia on 11/27/2024.
ARTICLES OF ORGANIZATION
BUSINESS INFORMATION CONTROL NUMBER BUSINESS NAME BUSINESS TYPE EFFECTIVE DATE
*Electronically Filed* Secretary of State Filing Date: 11/20/2024 11:56:01 AM
24218322 C1N Sports LLC Domestic Limited Liability Company 12/01/2024
PRINCIPAL OFFICE ADDRESS ADDRESS 4550 Commerce Circle SW, Atlanta, GA, 30349, USA
REGISTERED AGENT NAME NJC Ventures, Inc.
ORGANIZER(S) NAME NJC Ventures, Inc.
ADDRESS 4550 Commerce Circle SW, Atlanta, GA, 30336, USA
TITLE ORGANIZER
ADDRESS 4550 Commerce Circle SW, Atlanta, GA, 30336, USA
OPTIONAL PROVISIONS N/A
AUTHORIZER INFORMATION AUTHORIZER SIGNATURE NJC Ventures, Inc. by RJ Mathis II AUTHORIZER TITLE Manager
COUNTY Fulton
Marketing Support Program FY 2026-2027 Event Income/Expense Report Expenses
2026-2027 projection
2025-2026 actuals
Difference
Income
2026-2027 projection
2025-2026 actuals
Difference
Viera Regional Park
$10,000.00
$9,176.94
-$823.06
$0.00
Strictly Preferred Security
$16,000.00
$16,000.00
$0.00
$0.00
Field Perfection
$4,500.00
$4,475.00
-$25.00
$0.00
Scoreboards
$3,500.00
$3,000.00
-$500.00
$0.00
$700.00
$681.30
-$18.70
$0.00
$3,200.00
$3,134.57
-$65.43
$0.00
Ice Barricades Athletic Trainer
$2,200.00
$2,200.00
$0.00
$0.00
Subtotal Other Expenses
$40,100.00
$38,667.81
-$1,432.19
$0.00
Rockledge Police Department
$12,000.00
$11,115.00
-$885.00
$0.00
EMT
$2,000.00
$1,820.00
-$180.00
Officials
$15,000.00
$14,610.00
-$390.00
Golf Carts
$1,000.00
$999.50
-$0.50
PortaPotties
$300.00
$300.00
$0.00
$0.00 $0.00 Subtotal Income Income Sponsors
$0.00 $0.00
Income Other
$0.00
TDC grant funding
$25,000.00
$25,000.00
$0.00
Total Income
$25,000.00
$25,000.00
Total Expenses Paid
$70,400.00
$67,512.31
-$2,887.69
$ (55,200.00) $ (42,512.13)
$2,887.69
$0.00 $0.00 $0.00 Subtotal Other Expenses Marketing - please specify Brevard/Out-of-County
$30,300.00
$28,844.50
-$1,455.50
Profit/Loss
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Subtotal Marketing Expenses Total Expenses 2026-2027
$0.00 $70,400.00 $67,512.31
-$2,887.69
.
Updated: 5/29/2026
Space Coast Spring Games
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
Office Program
checklist
Organization:
organization
Support
Canales
year-round
Legacy
Unlimited,
LLC
programming?
YES
Applicant
Event
Name:
Space
Coast
Spring
Games
Yes 1.
Completed
2.
CopyoflRSArticlesof
application
Incorporation 3.
No
Comment
x x
- (if applicabLe) NA
CopyoflRSDeterminationletter - (if applicable)
4.
CopyofSunBiz.org(ifapplicabLe)
NA
5.
Copy
of 990
NA
6.
Copy
of completed
(if applicable) W-9
(March
x
2024) 7.
Income/Expense (required
8.
This
Copy
x
for all applicants)
of the
application
(Cultural)
worksheet
or 250
AppLicant
meets
the
room
nights
x
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO Al( documerits
Peter
Cranis,
have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Cocoa Beach Spring Training
Return to Table of Contents
For TDO use: PROJECT #-
Tourisrn
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
j
Packet
Support
Program
checklist
Organization:
organization
Brevard
year-round
Production,
Inc.
programming?
m
YES
Applicant
Office
.
Event
Name:
Cocoa
Beach
Spring
Training
Yes 1.
Completed
2.
CopyoflRSArticlesof
3.
Copy
Comment
x
application
Incorporation
No
x - (if appLicabLe) letter
NA
(if applicabLe)
x
of IRS Determination
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
(if applicable) W-9
NA x
(March
2024) 7.
Income/Expense (required
8.
This
Copy
x
for all applicants)
of the
application
(Cultural)
worksheet
or 250
Applicant
meets
the
room
nights
x
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO All
documerits
Peter
Cranis,
have
beezq
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Florida Marathon Weekend
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
orgariization
Support
Smooth
year-round
Running,
LLC
programming?
fflffll
YES Applicant
Event
Name:
1.
Completed
2.
Copy
Florida
Marathon
Weekend
Yes
of IRS Articles
Incorporation 3.
No
Comment
x
application
x
of
- (if applicable)
CopyoflRSDeterminationletter
NA
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
(if applicable)
(if applicable) W-9
x NA x
(March
2024) 7.
Income/Expense (required
8.
This
Copy
for aLL applicants)
of the
application
(Cultural)
x
worksheet
or 250
Applicant
meets
the
room
nights
x
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO All documerits
Peter
Cranis,
have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Mitchell Varnes
4. (untitled) 2. Which best describes your event/year-round programming? Sports
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Smooth Running Organization address 660 Cinnamon Court State FL City Satellite Beach Zip 32937 Primary contact name Mitch Varnes
Primary contact phone number 3217597200 Primary contact email mitchvarnes@gmail.com Secondary contact name Hannah McClatchey Secondary contact phone number 3213617748 Secondary contact email info@thefloridamarathon.com Organization website address www.thefloridamarathon.com
6. (untitled) 4. Which best describes your organization? For profit, LLC, Inc., etc.
7. (untitled) 5.
What is your Federal Employee ID number? 26-3025672
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event Florida Marathon Weekend Event website address (if different from organization website) www.thefloridamarathon.com Event location
Melbourne, Eau Gallie & Indialantic
10. (untitled)
What is the first date of your event?
8.
02/06/2027
11. (untitled)
In total, how many days will your event be held?
9. 2
12. (untitled) 10.
Do you have a second event?
No
13. (untitled) 11.
EVENT INFORMATION - #2 Name of event Cocoa Beach Half Marathon & 10k Event website address (if different from organization website) www.runcocoabeach.com Event location Cocoa Beach & Patrick Space Force Base
14. (untitled) 12. What is the first date of your event? 11/15/2026
15. (untitled) 13. 1
In total, how many days will your event be held?
16. (untitled) 14.
Do you have a third event?
Yes
17. (untitled) 15.
EVENT INFORMATION - #3 Name of event Cocoa Beach Triathlon & Duathlon Event website address (if different from organization website) www.cocoabeachtriathlon.com Event location Cocoa Beach
18. (untitled) 16.
What is the first date of your event?
04/11/2027
19. (untitled) 17.
In total, how many days will your event be held?
1
20. (untitled) 11.
What types of marketing do you plan to do for this event?
Billboards Digital advertising (banner ads, etc.) Direct mail Search advertising (pay-per-click, etc.) Social hashtags Social media (Facebook, Instagram, YouTube, etc.) TV/Video
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 12.
What are your social media handles?
Facebook : #runflorida Instagram : #runflorida
23. (untitled) 13.
What hashtags do you currently use?
#runflorida
24. (untitled) 14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Mitch Varnes
25. (untitled)
Upload a copy of your organization's IRS Determination letter.
26. (untitled)
Upload a copy of your organization's 990 form.
27. (untitled) 15.
Upload a copy of your organization's Articles of Incorporation.
Smooth_Running_Articles_of_Incorporation.pdf
28. (untitled)
If you are a Florida organization, please upload a copy of your SunBiz.com account associated with your organization. 16.
smooth_running_sun_biz.pdf
29. (untitled) 17.
Upload your completed W-9 form.
Smooth_Running_w9_updated_late_April_2025.pdf
30. (untitled) 18.
Upload your completed Event Income/Expense report.
Florida_Marathon_Tourism_Grant_Expense_Revenue_App_26-27.pdf
31. (untitled) 19.
Upload your completed Checklist.
Florida_Marathon_Weekend_Tourism_checklist_26-27.pdf
32. (untitled) 20.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Mitch Varnes
33. Thank You! New Send Email Jun 18, 2026 17:53:11 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Space Coast Cup
Return to Table of Contents
For TDO use: PROJECT #-
FtORlDA
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
Space
Coast
year-round
United
Soccer
programming?
YES
Applicant
Event
Name:
Space
Coast
Cup
I
Yes 1.
Completed
2.
CopyoflRSArticlesof
3.
Comment
x
application
Incorporation
No
NA
- (if applicable) x
CopyoflRSDeterminationLetter - (if applicable)
4.
Copy
of SunBiz.org
5.
Copy
of 990 (if applicable)
(if applicable)
6.
Copy
of completed
W-9
x x
(March
x
2024) 7.
Income/Expense (required
8.
Copy
This application (Cultural)
meets
checkList
the minimum nights
x
requirement
of 5,001
out-of-county
attendees
(Sports).
NO
All documerits
Peter
of the Applicant
or 250 room
M
x
worksheet
For all applicants)
Cranis,
have
beeiq submitted.
Executive
reviewed
and/or
addressed
in the comments
Director
FY 2026-2027
Marketing
Support
Program
Cocoa Beach Half Marathon
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
Smooth
year-round
Running,
LLC
programming?
YES
Applicant
Event
Name:
Cocoa
1.
Completed
2.
CopyoflRSArticLesof
Beach
Half
Marathon
Yes
3.
Comment
x
application
Incorporation
No
& 10K
x
- (if applicable)
CopyoflRSDeterminationLetter
NA
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
(if applicable)
(if applicable) W-9
x NA x
(March
2024) 7.
Income/Expense (required
8.
This
Copy
for aLL applicants)
of the Applicant
application
(Cultural)
x
worksheet
or 250
meets
the
room
nights
x
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO All documerits
Peter
Cranis,
have
beeri
Executive
submitted.
reviewed
and/or
addressed
in the
comments
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Mitchell Varnes
4. (untitled) 2. Which best describes your event/year-round programming? Sports
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Smooth Running Organization address 660 Cinnamon Court State FL City Satellite Beach Zip 32937 Primary contact name Mitch Varnes
Primary contact phone number 3217597200 Primary contact email mitchvarnes@gmail.com Secondary contact name Hannah McClatchey Secondary contact phone number 3213617748 Secondary contact email info@thefloridamarathon.com Organization website address www.runcocoabeach.com
6. (untitled) 4. Which best describes your organization? For profit, LLC, Inc., etc.
7. (untitled) 5.
What is your Federal Employee ID number? 26-3025672
8. (untitled) 6.
Are you completing this application for an event or year-round programming? Event - single or multi-day festival, surfing contest, running race, Main Street organizations, etc.
9. (untitled) 7.
EVENT INFORMATION - #1 Name of event Cocoa Beach Half Marathon & 10k Event website address (if different from organization website) www.runcocoabeach.com Event location
Cocoa Beach & Patrick Space Force Base
10. (untitled)
What is the first date of your event?
8.
11/15/2026
11. (untitled)
In total, how many days will your event be held?
9. 1
12. (untitled)
Do you have a second event?
10. No
13. (untitled) 1.
EVENT INFORMATION - #2 Name of event Event website address (if different from organization website) Event location
14. (untitled)
What is the first date of your event?
15. (untitled)
In total, how many days will your event be held?
16. (untitled)
Do you have a third event?
17. (untitled)
EVENT INFORMATION - #3
5.
Name of event Event website address (if different from organization website) Event location
18. (untitled)
What is the first date of your event?
19. (untitled)
In total, how many days will your event be held?
20. (untitled) 11.
What types of marketing do you plan to do for this event?
Billboards Digital advertising (banner ads, etc.) Direct mail Social hashtags Social media (Facebook, Instagram, YouTube, etc.)
21. (untitled)
What types of marketing do you plan to do for your year-round programming?
22. (untitled) 12.
What are your social media handles?
Facebook : #runcocoabeach
23. (untitled) 13.
What hashtags do you currently use?
#runcocoabeach
24. (untitled)
14.
I, self-certify that I have read and understand Section 13.0 Terms & Conditions of the FY 2026-2027 Marketing Support Program Criteria regarding having 'appropriate sex offender and/or sexual predator background screening procedures in place' for my event(s)/year-round programming and I will comply with this directive.
Signature of: Mitch Varnes
25. (untitled)
Upload a copy of your organization's IRS Determination letter.
26. (untitled)
Upload a copy of your organization's 990 form.
27. (untitled) 15.
Upload a copy of your organization's Articles of Incorporation.
Smooth_Running_Articles_of_Incorporation.pdf
28. (untitled) 16.
If you are a Florida organization, please upload a copy of your SunBiz.com
account associated with your organization. smooth_running_sun_biz.pdf
29. (untitled) 17.
Upload your completed W-9 form.
Smooth_Running_w9_updated_late_April_2025.pdf
30. (untitled) 18.
Upload your completed Event Income/Expense report.
cocoa_beach_half_revenue_and_expense_2026-27_for_tourism.pdf
31. (untitled) 19.
Upload your completed Checklist.
cocoa_beach_half_checklist_for_26-27_tourism_grant.pdf
32. (untitled) 20.
ATTESTATION
I, attest that all information in this application is true and correct. I further attest that will comply with the requirements set forth in the Notice of Award, if awarded funding support.
Signature of: Mitchell Varnes
33. Thank You! New Send Email Jun 21, 2026 19:04:46 Success: Email Sent to: Deborah.Webster@VisitSpaceCoast.com; Terrence.Parks@VisitSpaceCoast.com
Space Coast Marathon
Return to Table of Contents
For TDO use: PROJECT #-
FORIDA
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
Office Program
checklist
Organization:
organization
Support
Running
year-round
ZOne
Foundation
programming?
YES
Applicant
Event
Name:
Space
Coast
Marathon
Yes 1.
Completed
2.
CopyoflRSArticLesof
3.
Comment
x
application
Incorporation
No
NA
- (iT applicable) x
CopyoflRSDeterminationLetter - (if applicable)
4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable)
W-9
x x
(if applicable)
x
(March
2024) 7.
Income/Expense (required
8.
This
Copy
of the
application
(Cultural)
x
worksheet
for all appLicants)
or 250
Applicant
meets
the
room
nights
checkList
minimum
x
requirement
of 5,001
out-of-county
attendees
(Sports).
NO ALL documerits
J;' Peter
Cranis,
have
beetq
submitted,
reviewed
and/or
addressed
in the
comments.
(!m Executive
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: M Dickinson
4. (untitled) 2.
Which best describes your event/year-round programming? Sports
5. (untitled) 3.
ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Running Zone Foundation Organization address 3696 North Wickham Road State FL City Melbourne Zip 32935 Primary contact name Maggie Dickinson
CBS Hurricane Classic
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
Central
year-round
Brevard
Soccer
programming?
YES
Applicant
Event
Name:
CBS
Hurricane
Classic
Yes 1.
Completed
2.
CopyoflRSArticlesof
appLication
Incorporation 3.
Copy
No
Comment
x NA
- (if applicable)
of IRS Determination
letter
x
(if applicable)
x
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990 (iT applicable)
6.
Copy
of compLeted
W-9
x (March
x
2024) 7.
Income/Expense (required
8.
x
for all applicants) x
CopyoftheApplicantcheckList
This application (Cultural)
worksheet
meets
or 250 room
the minimum nights
requirement
of 5,001
out-of-county
attendees
(Sports).
NO ALL documerits
have
beehq
submitted,
reviewed
and/or
addressed
in the comments.
p-X';J Peter
Cranis,
Executive
Director
FY 2026-2027
Marketing
Support
Program
Cocoa Beach Triathlon & Duathlon
Return to Table of Contents
For TDO use: PROJECT #-
.ahb' ffFLoRWDA Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Packet
Support
Program
checklist
Organization:
orgariization
Smooth
year-round
Running,
LLC
programming?
I
YES Applicant
Office
Event
Name:
Cocoa
Beach
Triathlon
Yes 1.
Completed
2.
CopyoflRSArticlesoT
3.
CopyoflRSDeterminationLetter
No
Comment
x
appLication
Incorporation
& Duathlon
x
- (if applicable) NA
- (if applicable) 4.
CopyofSunBiz.org(ifapplicable)
5.
Copy
of 990
6.
Copy
of completed
x
(if applicable) W-9
NA (March
x
2024) 7.
Income/Expense (required
8.
This
Copy
for aLL applicants)
of the
application
(Cultural)
x
worksheet
or 250
Applicant
meets
the
room
nights
x
checklist
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO A(l documerits
Peter
Cranis,
have
beeiq
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
CBS Winter Classic
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
I
Office
Packet
Program
checklist
Organization:
organization
Support
Central
year-round
Brevard
Soccer
programming?
YES
Applicant
Event
Name:
CBS
Winter
Classic
Yes 1.
Completed
2.
CopyoflRSArticlesof
application
Incorporation 3.
No
Comment
x NA
- (if appLicabLe) x
CopyoflRSDeterminationLetter - (if applicable)
4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
(if applicable)
x
(if applicable) W-9
x
(March
x
2024) 7.
Income/Expense (required
8.
This
for all applicants)
CopyoftheAppLicantcheckList
application
(CuLturaL)
x
worksheet
or 250
meets
the
room
nights
x
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO A{/ documerits
Peter
Cranis,
have
beeii
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Brittany Lee
4. (untitled) 2. Which best describes your event/year-round programming? Sports
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Central Brevard Soccer
Organization address PO Box 540241
State FL
City Merritt Island
Zip 32954
Primary contact name Brittany Lee
Foil Surf Racing
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
I
Office Program
checklist
Organization:
organization
Support
Foil
Surf
year-round
Racing
League
LLC
programming?
YES
Applicant
Event
Name:
1.
Completed
2.
Copy
Foil
Surf
Race
League
Yes
of IRS Articles
Incorporation 3.
No
Comment
x
application
x
of
- (if applicable) NA
CopyoflRSDeterminationLetter - (if applicable)
4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
(if appLicabLe)
NA
(if applicable) W-9
x
x
(March
2024) 7.
Income/Expense
8.
Copy
(required
This
for all applicants)
of the Applicant
application
(Cultural)
x
worksheet
or 250
meets
the
room
nights
x
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO Al{ documerits
Peter
Cranis
have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Rich Salick Surf Fest
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
National
year-round
Kidney
Foundation
of Florida
programming?
YES
Applicant
Event
Name:
Rich
Salick
Surf
Fest
Yes 1.
Completed
2.
CopyoflRSArticlesof
3.
Comment
x
application
Incorporation
No
NA - (if applicable) x
CopyoTIRSDeterminationletter - (if applicable)
4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable)
x
(if applicable) W-9
x
x
(March
2024) 7.
8.
This
Copy
of the
or 250
m
Applicant
meets
the
room
nights
checkList
minimum
x
requirement
of 5,001
out-of-county
attendees
(Sports).
NO
ALL documerits
Peter
for all applicants)
application
(Cultural)
x
Income/Expenseworksheet (required
Cranis,
have
been
Executive
submitted.
reviewed
and/or
addressed
in the
comments
Director
FY 2026-2027
Marketing
Support
Program
ESA SE Regional Championship
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
Eastern
year-round
Surfing
Association,
Inc.
programming?
YES
Applicant
Event
Name:
ESA
1.
Completed
2.
CopyoflRSArticLesof
SE Regional
Championships
Yes
Incorporation 3.
No
Comment
x
application
NA
- (if applicable) x
CopyoflRSDeterminationletter - (if applicable)
4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
(if applicable)
x
(if applicable) W-9
NA
x
(March
2024) 7.
Income/Expense (required
8.
This
Copy
of the Applicant
or 250
A(( documents
Peter
for all applicants)
application
(Cultural)
Cranis,
x
worksheet
meets
the
room
nights
have
been
Executive
x
checklist
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Moon Golf Invitational
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
I
Office
Packet
Program
checklist
Organization:
orgariization
Support
University
year-round
of Louisville
Athletic
Association
programming?
YES
Applicant
Event
Name:
Moon
1.
Completed
2.
CopyoflRSArticLesof
Golf
Invitational
Yes
Incorporation 3.
No
Comment
x
application
NA
- (if applicable) x
CopyoflRSDeterminationLetter - (iT applicable)
4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
(if appLicabLe)
x
(if applicable) W-9
NA
x
(March
2024) 7.
Income/Expense (required
8.
This
for
all applicants) x
CopyoftheApplicantchecklist
application
(Cultural)
x
worksheet
or 250
meets
the
minimum
room
nights
requirement
of 5,001
out-of-county
attendees
(Sports).
NO All
documerits
Peter
Cranis,
have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the
comments
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Whitney Young
4. (untitled) 2. Which best describes your event/year-round programming? Sports
5. (untitled) 3. ORGANIZATION INFORMATION Name of organization hosting event/year-round programming University of Louisville Athletic Association Organization address 1670 S. Floyd St. State KY City Louisville Zip 40208 Primary contact name Whitney Young
USA Beach Running Championships
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
Smooth
year-round
Running
LLC
programming?
YES
Applicant
Event
Name:
1.
Completed
2.
CopyoflRSArticlesof
USA
Beach
Running
Championships
Yes application
Incorporation 3.
No
Comment
x x
- (if applicable) NA
CopyoflRSDeterrriinationletter - (if applicable)
4.
Copy
of SunBiz.org
5.
Copy
or 990
Copy
of completed
6.
(if applicable)
(if applicable) W-9
x NA
(March
x
2024) 7.
Income/Expense (required
8.
This
Copy
x
for aLL applicants)
of the Applicant
application
(Cultural)
worksheet
or 250
meets
the
room
nights
x
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO A// documerits
Peter
Cranis,
have
beeiq
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Space Coast Triathlon
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
Office Program
checklist
Organization:
organization
Support
Smooth
year-round
Running,
LLC
programming?
YES
Applicant
Event
Name:
Space
Coast
Triathlon
& Duathlon
Yes 1.
Completed
2.
CopyoflRSArticLesof
application
Incorporation 3.
No
Comment
x x
- (if applicable)
CopyoflRSDeterminationletter
NA
- (if applicabLe) 4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
(if applicable)
(if applicable) W-9
x NA
(March
x
2024) 7.
Income/Expense (required
8.
This
x
CopyoftheAppLicantchecklist
or 250
ALL documents
Peter
x
For all applicants)
application
(Cultural)
worksheet
Cranis,
meets
the
room
nights
have
been
Executive
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Space Coast Clash
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
Space
Coast
year-round
United
Soccer
programming?
YES
Applicant
Event
Name:
1.
Completed
2.
CopyoflRSArticlesof
Space
Coast
Clash
Yes
Incorporation 3.
Copy
No
Comment
x
application
NA - (if applicable)
of IRS Determination
letter
x
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
(if applicable)
x
(if applicable) W-9
x
x
(March
2024) 7.
Income/Expense (required
8.
This
Copy
of the Applicant
or 250
m All
for alL app(icants)
application
(CuLturaL)
x
worksheet
meets
the
room
nights
x
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO documerits
Peter
Cranis,
have
beeiq
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Adult Spring Training – Softball Magazine
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
I
Office
Packet
Program
checklist
Organization:
organization
Support
Brevard
year-round
Softball
Magazine
dba
Softball
Magazine
programming?
I
YES
Applicant
Event
1.
Completed
Name:
Softball
2.
CopyoflRSArticLesof
Magazine's
Adult
Yes
No
Softball
Spring
Training
Comment
x
application
Incorporation 3.
Inc
x
- (if applicable)
CopyoflRSDeterminationLetter
NA
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
Copy
of completed
6.
(iT applicable)
NA
(if applicable) W-9
x
x
(March
2024) 7.
Income/Expense (required
8.
This
Copy
for all applicants)
of the
application
(CuLtural)
x
worksheet
or 250
Applicant
meets
the
room
nights
x
checklist
minimum
requirement
or 5,001
out-of-county
attendees
(Sports).
NO A// documerits
Peter
Cranis,
have
beeii
Executive
submitted.
reviewed
and/or
addressed
in the
comments
Director
FY 2026-2027
Marketing
Support
Program
Space Coast Classic – Columbia University
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
orgariization
W
Applicant
Event
Program
checklist
Organization:
YES
Support
Columbia
year-round
Name:
UniversityWomen's
programming?
Columbia
Classic
GolfTournament
Yes 1.
Completed
2.
CopyoflRSArticLesoT
3.
No
Comment
x
application
Incorporation
Golf
NA
- (if applicable) x
CopyoTIRSDeterminationLetter - (if applicable)
4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable)
(if appLicabLe) W-9
NA x
(March
x
2024) 7.
Income/Expense (required
8.
This
Copy
of the Applicant
application
(CuLturaL)
x
worksheet
for all applicants)
or 250
meets
the
room
nights
checkList
minimum
x
requirement
of 5,001
out-of-county
attendees
(Sports).
NO All
documerits
Peter
Cranis,
have
beeii
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Amy E Weeks
4. (untitled) 2. Which best describes your event/year-round programming? Sports
5. (untitled) 3. ORGANIZATION INFORMATION
Name of organization hosting event/year-round programming Columbia University Women's Golf
Organization address 3030 Broadway, MC 1908
State NY
City New York
Zip 10027
Primary contact name Amy Weeks
Brevard Soccer Club Tournament
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
l
Office
Packet
Program
checklist
Organization:
orgariization
Support
Brevard
year-round
Soccer
Club
programming?
YES
Applicant
Event
Name:
Brevard
Soccer
Club
Yes 1.
Completed
2.
CopyoflRSArticlesof
3.
No
Comment
x
application
Incorporation
Tournaments
NA - (if applicable) x
CopyoflRSDeterminationLetter - (if applicable)
4.
CopyofSunBiz.org(iTappLicabLe)
x
5.
Copy
of 990
x
6.
Copy
of completed
(if applicable) W-9
x
(March
2024) 7.
(required 8.
This
Copy
for all applicants)
of the Applicant
application
(Cultural)
x
Income/Expenseworksheet
or 250
meets
the
room
nights
x
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
NO A// documerits
have
beeiq
submitted,
reviewed
and/or
addressed
in the
comments.
('f- (!s-Peter
Cranis,
Executive
Director
FY 2026-2027
Marketing
Support
Program
FY 2026-2027 Marketing Support Program application 3. (untitled) 1.
I, have read and understand the policies/procedures within the FY 2026-2027 Marketing Support Program Criteria.
Signature of: Wudson Fenelon
4. (untitled) 2. Which best describes your event/year-round programming? Sports
5. (untitled)
3.ORGANIZATION INFORMATION Name of organization hosting event/year-round programming Brevard Socce r Club Organization address 253 Wading Bird Circle Southwest State FL City Palm Bay Zip 32908 Primary contact name WUDSON FENELON
321 Triathlon
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
Smooth
year-round
Running,
LLC
programming?
YES
Applicant
Event
Name:
321
Triathlon
Yes 1.
CompLeted
application
2.
CopyoflRSArticlesof Incorporation
3.
No
Comment
x x
- (if applicable)
CopyoflRSDeterminationletter
NA
- (if applicable) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable)
(if applicable) W-9
x NA
(March
x
2024) 7.
Income/Expense (required
8.
This
x
CopyoftheApplicantchecklist
appLication
(Cultural)
worksheet
for all applicants)
or 250
meets
the
room
nights
x
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
YES All documerits
Peter
Cranis,
have
beeii
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Space Coast Police K-9
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
Space
Coast
year-round
Police
K-9
Foundation
K-9
Competition
programming?
YES
Applicant
Event
Name:
Space
Coast
Police
Yes 1.
Completed
2.
3.
Comment
x
application
NA
CopyoflRSArticlesof Incorporation
No
- (if applicable) x
CopyoflRSDeterminationletter - (if appLicabLe)
4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable)
x
(if applicabLe) W-9
x
(March
x
2024) 7.
Income/Expense (required
8.
This
Copy
I
of the
or 250
Applicant
meets
the
room
nights
x
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
YES
A({ documerits
Peter
x
For aLL applicants)
application
(Cultural)
worksheet
Cranis,
have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Florida Interscholastic Cycling
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
FL NICA-
year-round
Florida
Interscholastic
Cycling
League
programming?
YES
Applicant
Event
Name:
FL NICA
Coaches
Retreat
Yes 1.
Completed
2.
CopyoflRSArticLesof
3.
Copy
Comment
x
application
Incorporation
No
NA
- (if appLicable)
of IRS Determination
letter
x
- (if appLicabLe) 4.
Copy
of SunBiz.org
5.
Copy
of 990
6.
Copy
of completed
(if applicable)
x
(if applicable) W-9
x
(March
x
2024) 7.
Income/Expense (required
8.
This
application or 250
x
meets
the
minimum
room
nights
requirement
of 5,001
out-of-county
attendees
(Sports).
YES
All documerits
Peter
for a(L applicants)
CopyoftheAppLicantcheckList
(Cultural)
I
x
worksheet
Cranis,
have
beeiq
Executive
submitted.
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Game on! Riverfront Triathlon
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Packet
Applicant
Is this
Office Program
checklist
Organization:
organization
Support
WB
Events,
year-round
LLC
dba
Game
on
Race
Events
programming?
YES
Applicant
Event
Name:
Game
On!
Riverfront
Triathlon
Yes 1.
Completed
2.
CopyoflRSArticLesof
3.
Copy
Comment
x
application
Incorporation
No
x
- (if applicable)
of IRS Determination
letter
NA
- (if applicable) 4.
CopyofSunBiz.org(ifappLicabLe)
x
5.
Copy
of 990
NA
6.
Copy
of completed
(if applicable) W-9
x
(March
2024) 7.
Income/Expense (required
8.
This
Copy
I
or 250
Applicant
meets
the
room
nights
x
checkList
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
YES
All documerits
Peter
of the
app(ication
(Cultural)
x
worksheet
for aLL appLicants)
Cranis
have
beeiq
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program
Space Coast Chess Open
Return to Table of Contents
For TDO use: PROJECT #-
Tourism
Development
FY 2026-2027
Marketing
Application
Applicant
Is this
Office
Packet
Program
checklist
Organization:
organization
Support
Space
year-round
Coast
Chess
Foundation,
Inc.
programming?
YES
Applicant
Event
Name:
Space
Coast
Open
Yes 1.
Completed
2.
CopyoflRSArticlesof
3.
Comment
x
application
Incorporation
No
NA - (if applicable) x
CopyoflRSDeterminationletter - (if applicable)
4.
CopyofSunBiz.org(ifappLicabLe)
x
5.
Copy
of 990
x
6.
Copy
of completed
(if applicable) W-9
x
(March
2024) 7.
Income/Expense (required
8.
This
x
CopyoftheAppLicantcheckList
application
(Cultural)
x
worksheet
for aLL applicants)
or 250
meets
the
room
nights
minimum
requirement
of 5,001
out-of-county
attendees
(Sports).
YES Al{ documents
Peter
Cranis,
have
been
Executive
submitted,
reviewed
and/or
addressed
in the
comments.
Director
FY 2026-2027
Marketing
Support
Program