2024-04-25T15:22:14-05:00 2023-06-30 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2022-07-01 593055343 THE CHILDREN'S HOME SOCIETY OF FLORIDA FOUNDATION INC CHIL 3213973000 5766 S SEMORAN BLVD ORLANDO FL 32822 MIGUEL A VIYELLA BOARD CHAIR AND TREASURER 3213973000 2024-04-20 1 MIGUEL VIYELLA 999009999 0 JULIANA KREUL P01204534 3217516200 2024-04-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MIGUEL A VIYELLA 5766 S SEMORAN BLVD ORLANDO FL 32822 11546460 0 X WWW.CHSFL.ORG X 1990 FL SOLICIT AND MANAGE ENDOWMENT FUNDS FOR THE BENEFIT OF THE CHILDREN'S HOME SOCIETY OF FLORIDA. 12 12 0 13 0 0 197412 769704 0 0 1860264 236673 0 0 2057676 1006377 812988 1036997 0 0 0 0 0 0 0 292799 283418 1105787 1320415 951889 -314038 25572499 28067441 15486 14463 25557013 28052978 THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO SOLICIT, HOLD, MANAGE, AND INVEST ENDOWMENT FUNDS FOR THE BENEFIT OF THE CHILDREN'S HOME SOCIETY OF FLORIDA. 0 0 1251589 1036997 ENDOWMENT MANAGEMENT & SOLICITATION OF FUNDING FOR THE BENEFIT OF THE CHILDREN'S HOME SOCIETY OF FLORIDA (CHS). CHS DELIVERS A UNIQUE SPECTRUM OF SOCIAL SERVICES WHICH ARE DESIGNED TO PROTECT CHILDREN AT RISK OF ABUSE, NEGLECT OR ABANDONMENT; TO STRENGTHEN AND STABILIZE FAMILIES, AND TO PROVIDE INNOVATIVE SOLUTIONS TO CHANGE THE SYSTEM OF FOSTER CARE, AS WE KNOW IT.EACH YEAR, CHS HELPS TO IMPROVE THE LIVES OF MORE THAN 100,000 CHILDREN AND FAMILY MEMBERS. 1251589 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 FL X BARBARA J MCDONALD CPA MBA 3213973000 5766 S SEMORAN BLVD ORLANDO FL 32822 X ANDRY SWEET CHS PRESIDENT & CEO, EX-OFFICIO 1.00 X 0 0 0 MIGUEL VIYELLA CHAIR & TREASURER 1.00 X 0 0 0 CHARLES L CROMER VICE CHAIR & SECRETARY 1.00 X 0 0 0 RICH HEFFLEY DIRECTOR 1.00 X 0 0 0 MARTY RUBIN DIRECTOR 1.00 X 0 0 0 PETER PALIN DIRECTOR 1.00 X 0 0 0 DALE JACOBS CHS BOARD CHAIR, EX-OFFICIO (THRU 06/2023) 1.00 X 0 0 0 LAURA KOLKMAN DIRECTOR 1.00 X 0 0 0 BRAND MEYER CHS VICE CHAIR, EX-OFFICIO 1.00 X 0 0 0 VICTORIA L WEBER DIRECTOR, CHS PAST CHAIR 1.00 X 0 0 0 FRANK GULISANO DIRECTOR 1.00 X 0 0 0 THOMAS GALLAGHER DIRECTOR 1.00 X 0 0 0 JOHN HOSMAN DIRECTOR 1.00 X 0 0 0 ALEX RADICLICKI DIRECTOR (THRU 02/2023) 1.00 X 0 0 0 0 0 0 0 0 0 0 1 769704 769704 919086 919086 9857670 10540083 -682413 -682413 -682413 1006377 0 0 236673 1036997 1036997 236052 214592 21460 17753 17753 29613 29613 1320415 1251589 68826 0 799935 605922 29067 0 24743497 27461519 25572499 28067441 15486 14463 15486 14463 X 25557013 28052978 25557013 28052978 25572499 28067441 -314038 2810003 0 X 0 1 X 0 0 X 90351 1078877 131678 197412 769704 2268022 90351 1078877 131678 197412 769704 2268022 460275 1807747 756441 777703 602578 893504 919086 3949312 6217334 0.29080 0.31140 X X THE ORGANIZATION CONTINUES ITS SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND HAS PROGRESSIVELY RECEIVED INCREASED NUMBER OF CONTRIBUTIONS AND ENDOWMENT SUPPORTS OVER THE PAST 3 YEARS IN ALIGNMENT WITH ITS STRATEGIC SHIFT, WHICH FOCUSES ON PLANNED GIVING, TO EXPAND THE PUBLIC SUPPORT OPTIONS FOR DONORS. THE ORGANIZATION CONTINUES TO PROVIDE ITS SUPPORT THROUGH ITS ENDOWMENT FUND TO CHILDREN'S HOME SOCIETY OF FLORIDA, INC, WHICH IS A QUALIFIED PUBLIC CHARITY. BONE FIDE SOLICITATION SERVICES FOR THE SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC BY CHS FOUNDATION, ARE PERFORMED BY CHS PHILANTHROPY DEPARTMENT, AS A PART OF AN UNDERLYING MANAGEMENT & ADMINISTRATIVE AGREEMENT BETWEEN CHS FOUNDATION & CHS. THE FOUNDATION'S GOVERNING BODY INCLUDES EX-OFFICIO MEMBERS OF CHS BOARD AND CHS MANAGEMENT WHICH REPRESENT THE BROAD INTEREST OF THE PUBLIC, ON A CONTINUING BASIS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25557013 769704 3017063 1036997 236052 17753 28052978 30091439 197412 -3626051 812988 214592 78207 25557013 24973845 131678 6144053 901443 236052 20642 30091439 24411485 1078877 502088 763413 236052 19140 24973845 23859004 90351 1456005 680984 189480 123411 24411485 0.00000 0.32000 0.68000 0 0 0 X 3786767 2810003 2810003 976764 29613 29613 1006377 1290802 0 1290802 29613 29613 1320415 PART V, LINE 4: THE INCOME GENERATED BY THE CHILDREN'S HOME SOCIETY FOUNDATION IS USED TO SUPPORT THE OPERATIONS AND PROGRAMS OF THE CHILDREN'S HOME SOCIETY OF FLORIDA. PART X, LINE 2: FIN 48 (ASC 740) STATEMENT: THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2020. 1 THE CHILDREN'S HOME SOCIETY OF FLORIDA INC 5766 S SEMORAN BLVD ORLANDO FL 32822 590192430 501(3)(C) 1036997 0 LEADERSHIP DEVELOPMENT PROGRAM & SCHOLARSHIPS 1 0 PART I, LINE 2: THE FOUNDATION DISTRIBUTES A PERCENTAGE OF ITS INVESTMENT EARNINGS ANNUALLY TO THE CHILDREN'S HOME SOCIETY OF FLORIDA TO BE USED AT THEIR DISCRETION. FOR SPECIFIC DISTRIBUTIONS FROM RESTRICTED ENDOWMENT FUNDS, THE CHILDREN'S HOME SOCIETY OF FLORIDA IS REQUIRED TO FILL OUT AN APPLICATION/REQUEST FORM AND THEN SUBMIT IT TO THE FOUNDATION BEFORE FUNDS ARE RELEASED. FORM 990, PART VI, SECTION A, LINE 3 ADMINISTRATIVE AND FUNDRAISING FUNCTIONS ARE PERFORMED BY THE CHILDREN'S HOME SOCIETY OF FLORIDA FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 IN ITS ENTIRETY BEFORE FILING. IN ADDITION, A COPY OF THE 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD FOR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE PROVIDED A CONFLICT OF INTEREST POLICY STATEMENT TO READ, DISCLOSE ANY CONFLICTING ITEMS AND SIGN. IF THERE ARE ITEMS THAT RESULT IN A CONFLICT OF INTEREST DURING THE COURSE OF THEIR BOARD MEMBERSHIP, BOARD MEMBERS RECUSE THEMSELVES FROM THAT DISCUSSION AND VOTE. EACH MEMBER IS GIVEN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY TO READ, DISCLOSE ANY CONFLICTING ITEMS AND SIGN. FORM 990, PART VI, SECTION B, LINE 15 CHS FOUNDATION DOES NOT HAVE COMPENSATED OFFICERS OR KEY EMPLOYEES. FOUNDATION'S OPERATIONS ARE MANAGED BY THE AFFILIATED ORGANIZATION CHILDREN'S HOME SOCIETY OF FLORIDA TO WHICH A MANAGEMENT FEE IS PAID. MANAGEMENT FEES ARE APPROVED BY THE FOUNDATION'S BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE FOR INSPECTION AT THE OFFICE OF THE ORGANIZATION FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). FORM 990 IS ALSO POSTED ON THE WEBSITE OF ANOTHER.