Established in 1972, the Mount Dora Community Trust aims to enrich the quality of Mount Dora and northeast lake county by maximizing perpetual giving, promoting leadership in the Community, and pairing donors with the causes they are passionate about.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$259K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $2.3M a year · 51% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$259K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
14 mo
of spending, in cash
Plus $17.1M in investments, Pt X · Ln 11–13
Looks good: 14.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $1.1M
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.1M
Spent
$1.2M
To programs
89%
Net assets
$19.3M
By yearFY2021–FY2025
Revenue
$4.1M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$4.1M
FY2022$4.2M
FY2023$3.9M
FY2024$5.5M
FY2025$4.9M
Expenses
$1.2M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$1.2M
FY2022$1.9M
FY2023$2.3M
FY2024$3.3M
FY2025$2.3M
Net assets
$19.3M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$19.3M
FY2022$21.6M
FY2023$23.1M
FY2024$25.3M
FY2025$28.0M

From the FY2021 Form 990 (year ending August 2021) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1975.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $1.1M Management & general 9% · $116K Fundraising 1% · $16K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990; $259K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$259,355Pt VII · Sec A
Distribution Committee
$0Pt VII · Sec A
Distribution Committee
$0Pt VII · Sec A
Distribution Committee
$0Pt VII · Sec A
Distribution Committee Chairp
$0Pt VII · Sec A
Distribution Committee
$0Pt VII · Sec A

First National Bank of Mt Dora’s $301K as Trustee is at the 96th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
First National Bank of Mt Dora$301,264$376,926$332,976$328,231$259,355
Rob English$107,981$106,731$89,904$84,577—
Sarah Herrick$80,236$79,250$64,808——
Tabitha Moore$47,408$47,936$35,423——
Kim Deivernois$6,627$20,768———
Kim Delvernois——$17,909——
Teresa Lachut$14,976————
Emma Ferebee$3,934————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Mount Dora Community Trust executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enriches community quality through perpetual giving, leadership, and donor-cause matching.

Questions for Mount Dora Community Trust

Tap to ask. Mount Dora Community Trust sees how many people are interested.

Your first name shows with your question. Mount Dora Community Trust answers here, for everyone.

Provided by the organization

Know this org? Add your story

2 programs · $1.1M · in their own filed words · FY2020
01

Mount Dora Area Community Grants and Allocations

For benefit of organizations, governmental entities, and individuals selected by the distribution committee. This also includes expenses directly incurred by the mount dora community trust for public, educational, charitable, or benevolent needs of the mount dora area community.

$1.1Mprogram expense
02

Scholarships

76 mount dora area students were awarded scholarships during the year.

$54Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 123 grants · $3.4M · 2020–2024
Trout Lake Nature Center INCFL · FY2024$251,343
Unitemized GrantFY2024$187,888
Lake Care INCFL · FY2024$168,984
Hoffmeyer Animal Rescue INCFL · FY2024$65,258
City of Mount DoraFY2024$56,661
Forward Paths Foundation INCFL · FY2024$51,279
Special Hearts Farm INCFL · FY2024$30,240
Tavares Police DeptFY2024$29,845
Purple Heart Homes INCNC · FY2024$27,000
Find Feed & RestoreFL · FY2024$24,236
Villagers for Veterans INCFL · FY2024$23,832
Mount Dora High SchoolFY2024$23,381
Triangle Elementary SchoolFY2024$16,073
Bobby Rowe Ministries INCFL · FY2024$14,423
See all 123 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$4.1M
Ln 12
Gifts and grantsLn 1h$2.1M
Investment incomeLn 3$1.9M
Other incomeLn 4–11$92K
Money outPt IX
$1.2M
Ln 25
Programscol B$1.1M
Managementcol C$116K
Fundraisingcol D$16K
Owns and owesPt X
$19.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$19.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Investment incomeLn 3$1.9M
Other incomeLn 4–11$92K
Gains on assetsLn 7$1.5M
Total revenueLn 12$4.1M
Assets in detailPt X, end of year
SavingsLn 2$1.5M
Cash and savings togetherLn 1–2$1.5M
InvestmentsLn 11–13$17.1M
Land, buildings, equipmentLn 10c$658K
Total assetsLn 16$19.3M
LiabilitiesLn 26$0
Net assetsLn 32$19.3M
OperationsPt I, VI
EmployeesI 56
VolunteersI 61
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$811K$1.5M
InvestmentsLn 11–13$14.6M$17.1M
Land, buildings, equipmentLn 10c$910K$658K
Total assetsLn 16$16.4M$19.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$16.4M$19.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$666K$666K
Grants to domestic individualsLn 2$54K$54K
Pay of current officers, directors and key staffLn 5$259K$195K$57K$8K
Other salaries and wagesLn 7$159K$119K$35K$5K
Payroll taxesLn 10$13K$9K$3K$378
Accounting feesLn 11c$4K$3K$836$114
OccupancyLn 16$59K$44K$13K$2K
Depreciation, depletion and amortizationLn 22$4K$3K$865$118
InsuranceLn 23$4K$3K$885$121
Other expenses (24a–d)Ln 24$25K$18K$5K$737
Total functional expensesLn 25$1.2M$1.1M$116K$16K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.9M$2.3M$2.6M$28.0M 990 PDF
FY2024 $5.5M$3.3M$2.2M$25.3M 990 PDF
FY2023 $3.9M$2.3M$1.5M$23.1M 990 PDF
FY2022 $4.2M$1.9M$2.3M$21.6M 990 PDF
FY2021 Viewing $4.1M$1.2M$2.8M$19.3M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $4,094,382 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $643,134$2,083,516
I-9 Program service revenue$0
I-10 Investment incomePrior year $973,119$1,918,642
I-11 Other revenuePrior year $77,695$92,224
I-12 Total revenuePrior year $1,693,948$4,094,382
I-13 Grants and similar amounts paidPrior year $416,374$720,058
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $328,698$430,749
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $105,806$95,662
I-18 Total expensesPrior year $850,878$1,246,469
I-19 Revenue less expensesPrior year $843,070$2,847,913
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,094,382 across 7 lines filed
VIII-1f All other contributions, gifts and grants$2,083,516
VIII-1h Total contributions, gifts and grants$2,083,516
VIII-3 Investment incomeExcluded from tax $425,570$425,570
VIII-6 Net rental income or lossExcluded from tax −$5,213−$5,213
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,493,072$1,493,072
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $97,437$97,437
VIII-12 Total revenueRelated to mission $97,437 · Unrelated business $0 · Excluded from tax $1,913,429$4,094,382
Part IX · Statement of functional expenses $1,246,469 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $665,791$665,791
IX-2 Grants to domestic individualsPrograms $54,267$54,267
IX-5 Pay of current officers, directors and key staffPrograms $194,516 · Management $57,058 · Fundraising $7,781$259,355
IX-7 Other salaries and wagesPrograms $119,073 · Management $34,928 · Fundraising $4,763$158,764
IX-10 Payroll taxesPrograms $9,473 · Management $2,779 · Fundraising $378$12,630
IX-11c Accounting feesPrograms $2,850 · Management $836 · Fundraising $114$3,800
IX-16 OccupancyPrograms $44,485 · Management $13,049 · Fundraising $1,779$59,313
IX-22 Depreciation, depletion and amortizationPrograms $2,950 · Management $865 · Fundraising $118$3,933
IX-23 InsurancePrograms $3,018 · Management $885 · Fundraising $121$4,024
IX-24 Other expenses (24a–d)Programs $18,445 · Management $5,410 · Fundraising $737$24,592
IX-25 Total functional expensesPrograms $1,114,868 · Management $115,810 · Fundraising $15,791$1,246,469
Part X · Balance sheet $19,251,509 assets, 9 lines filed
Asset lines not itemized here account for $47,598; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $810,871$1,473,411
X-10c Land, buildings and equipment, netStart of year $909,554$658,175
X-11 Publicly traded securitiesStart of year $14,629,525$17,072,325
X-16 Total assetsStart of year $16,403,596$19,251,509
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $4,712,771$5,029,814
X-28 Net assets with donor restrictionsStart of year $11,690,825$14,221,695
X-32 Total net assets or fund balancesStart of year $16,403,596$19,251,509
X-33 Total liabilities and net assetsStart of year $16,403,596$19,251,509
Part XI · Reconciliation of net assets $19,251,509 net assets at year end
XI-1 Total revenue$4,094,382
XI-2 Total expenses$1,246,469
XI-3 Revenue less expenses$2,847,913
XI-4 Net assets at start of year$16,403,596
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$19,251,509

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.