2024-05-15T14:31:32-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2022-07-01 593542447 VANGUARD SCHOOL FOUNDATION INC VANG 8636766091 22000 US HIGHWAY 27 LAKE WALES FL 33859 LU SHANNON GRAVES HEAD OF SCHOOL 8636766091 2024-05-15 1 LU SHANNON GRAVES 999009999 1 TINA HENTON P00630282 4078021200 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LU SHANNON GRAVES 22000 US HIGHWAY 27 LAKE WALES FL 33859 453259 0 X VANGUARDSCHOOL.ORG X 1998 FL PROVIDING STUDENT SCHOLARSHIPS FOR THE VANGUARD SCHOOL OF LAKE WALES, FLORIDA VIA THE ENTITY'S INVESTMENT ACCOUNT. 7 7 0 9 0 0 0 0 0 0 391232 198554 0 0 391232 198554 839256 482014 0 0 0 0 0 0 0 0 10113 839256 492127 -448024 -293573 5560765 5963147 0 0 5560765 5963147 X DIRECT SUPPORT ORGANIZATION PROVIDING STUDENT SCHOLARSHIPS FOR THE VANGUARD SCHOOL OF LAKE WALES, FLORIDA. 0 0 482014 482014 PROVIDING FUNDS TO THE VANGUARD SCHOOL OF LAKE WALES FLORIDA SO THAT SCHOLARSHIPS CAN BE GRANTED TO NEEDY STUDENTS. 482014 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X TIM KNAVEL 8636766091 22000 US HIGHWAY 27 LAKE WALES FL 33859 CHARLES BALDWIN TRUSTEE 0.50 0.50 X 0 0 0 REBEKAH JAHNA TRUSTEE 0.50 0.50 X 0 0 0 TOM OWEN TRUSTEE 0.50 0.00 X 0 0 0 CARL REISER TRUSTEE 0.50 0.00 X 0 0 0 VICTOR STORY TRUSTEE 0.50 0.50 X 0 0 0 ABBEY UPDIKE SKIPPER TRUSTEE 0.50 0.00 X 0 0 0 GLENN STREHLE TRUSTEE 0.50 0.00 X 0 0 0 LU SHANNON GRAVES HEAD OF SCHOOL 0.50 50.00 X 0 237375 18159 TAMIKA SMITH THRU 82023 DIRECTOR OF FINANCE 0.50 50.00 X 0 51340 4856 0 288715 23015 0 0 1 0 0 101404 101404 351855 254705 97150 97150 97150 198554 0 0 198554 482014 482014 315 315 TRANSFER TO SCHOOL CHEC 9685 9685 BANK SERVICE CHARGE 113 113 492127 482014 10113 0 492160 351889 5068605 5611258 5560765 5963147 0 0 X 5560765 5963147 5560765 5963147 5560765 5963147 -293573 695955 0 X 0 1 X 1 0 X X 1 THE VANGUARD SCHOOL OF LAKE WALES 592298398 2 1 482014 0 1 482014 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 1 0 PART IV, SECTION E, LINE 2A: THE PURPOSE OF THE FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT TO THE VANGUARD SCHOOL FOR SCHOLARSHIPS TOWARDS STUDENT TUITION. 1 THE VANGUARD SCHOOL OF LAKE WALES 22000 HIGHWAY 27 LAKE WALES FL 33859 592298398 501(C)(3) 482014 0 FOR STUDENT SCHOLARSHIPS 0 0 0 0 0 0 0 0 0 LU SHANNON GRAVES HEAD OF SCHOOL 0 237375 0 0 0 0 0 0 0 18159 0 255534 0 0 FORM 990, PART III, LINE 4A PROVIDING FUNDS TO THE VANGUARD SCHOOL OF LAKE WALES FLORIDA SO THAT SCHOLARSHIPS CAN BE GRANTED TO NEEDY STUDENTS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE HEAD OF SCHOOL AND BUSINESS MANAGER REVIEW THE FORM 990 AND A COPY (DRAFT) IS PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, EMPLOYEES, OR AGENTS OF THE FOUNDATION SHOULD NEITHER SOLICIT NOR ACCEPT GRATUITIES, FAVORS, OR ANYTHING OF MONETARY VALUE FROM CONTRACTOR/VENDORS. THIS IS NOT INTENDED TO PRECLUDE BONA-FIDE SCHOOL FUND RAISING ACTIVITIES. THEY SHALL NOT PARTICIPATE IN THE SELECTION, AWARD, OR ADMINISTRATION OF A PURCHASE OR CONTRACT WITH A VENDOR WHERE, TO HIS/HER KNOWLEDGE, ANY OF THE FOLLOWING HAS A FINANCIAL INTEREST IN THAT PURCHASE OR CONTRACT: A. ANY OFFICER, EMPLOYEE, OR AGENT; B. ANY MEMBER OF THEIR IMMEDIATE FAMILY; C. THEIR PARTNER; D. AN ORGANIZATION IN WHICH ANY OF THE ABOVE IS AN OFFICER, DIRECTOR, OR EMPLOYEE; E. A PERSON OR ORGANIZATION WITH WHOM ANY OF THE ABOVE INDIVIDUALS IS NEGOTIATING OR HAS ANY ARRANGEMENT CONCERNING PROSPECTIVE EMPLOYMENT. WHEN A CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE CHAIRMAN SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES AND SAID PERSON(S) SHALL NOT VOTE ON THE MATTER. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES, EXCLUDING THE PERSON(S) CONCERNING WHOSE SITUATION THE DOUBT HAS ARISEN. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND OTHER GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUESTS. THE VANGUARD SCHOOL OF LAKE WALES 22000 HIGHWAY 27 LAKE WALES FL 33859 592298398 EDUCATION FL 501(C)(3) LINE 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0