LORDS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LORDS FOUNDATION INC (EIN 20-0218026)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-11
- IRS object ID
- 202401939349100410
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-11T10:30:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591843700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENNIS PELLUM & ASSOCIATES CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10151 DEERWOOD PARK BVD BLD 300 200 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200218026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORDS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORD | BusinessNameControlTxt |
| Phone | 9048919906 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 EAST MONROE STREET | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENNETT E BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9048919906 | PhoneNum |
| Signature | 2024-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BENNETT | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RON R PELLUM | PreparerPersonNm |
| PTIN | P00851057 | PTIN |
| Phone | 9043965965 | PhoneNum |
| Preparation | 2024-06-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,360,691 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $137,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,806 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $263,801 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $263,801 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $402,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $401,607 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,048 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,048 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,871 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,601 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,695 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,695 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $336,135 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,539 | CashBOYAmt |
| Cash EOY | $2,100 | CashEOYAmt |
| Cash EOYFMV | $2,100 | CashEOYFMVAmt |
| Other Investments BOY | $6,206,485 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,358,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,358,591 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,218,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,360,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,360,691 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,218,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,360,691 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,218,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,360,691 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,218,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,360,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,218,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $128,325 | OtherIncreasesAmt |
| Subtotal | $6,360,691 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,360,691 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | USB CAP GAINS | PropertyDesc |
| Gain Or Loss | $263,801 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $263,801 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,801 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,672 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,672 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,672 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $106 | EsPenaltyAmt |
| Tax Due | $4,778 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MS CANDICE CARVER | IndividualWithBooksNm |
| Phone | 9048919906 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 E MONROE STREET | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BENNETT E BROWN | ||||||||
| 118 E MONROE STREET | JACKSONVILLE | FL | 32202 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| ALBERT J TOOLE | ||||||||
| 118 E MONROE STREET | JACKSONVILLE | FL | 32202 | VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| LOUISE C HARDAGE | ||||||||
| 118 E MONROE STREET | JACKSONVILLE | FL | 32202 | SECRETARY | 5.00 | $0 | $0 | $0 |
| SARAH RAGSDALE | ||||||||
| 118 E MONROE STREET | JACKSONVILLE | FL | 32202 | TREASURER | 5.00 | $0 | $0 | $0 |
| KATY W TOWERS | ||||||||
| 118 E MONROE STREET | JACKSONVILLE | FL | 32202 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALL OF THE TAXPAYERS ACTIVITIES CONSIST OF MAKING CHARITABLE CONTRIBUTIONS TO OTHER NOT-FOR-PROFIT ENTITIES TO ASSIST SUCH ENTITIES IN FULFILLING THEIR CHARITABLE FUNCTION | Description1Txt |
| Expenses1 | $323,093 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,066,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $246,130 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,337,284 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,337,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,242,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,672 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,672 | TotalTaxAmt |
| Distributable Before Adj | $307,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $307,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $307,439 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,093 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $323,093 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $307,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $8,682 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,723 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $33,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,093 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $307,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,654 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,059 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $49,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,682 | ExcessFromYear3Amt |
| Excess From Year2 | $24,723 | ExcessFromYear2Amt |
| Excess From Current Year | $15,654 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LORD'S FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 EAST MONROE STREET | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9048919906 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST MUST BE IN WRITING AND INCLUDE THE NAME, ADDERSS, AND TAX STATUS OF THE REQUESTING ORGANIZATION. THE REQUEST MUST SPECIFICALLY STATE WHY THE FUNDING IS NEEDED, HOW THE FUNDS WILL BE USED, THE BENEFIT DERIVED FROM THE FUNDING, AND HOW THE FUNDS WILL BE ACCOUNTED FOR BY THE RECIPIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE AMOUNT AWARDED MUST BE USED IN A MANNER CONSISTENT WITH THE REQUEST FOR FUNDING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | |||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28217 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| BOB TEBOW EVANGELISTIC ASSOCIATION | |||||||
| 8834-14 GOODBYS EXECUTIVE DRIVE | JACKSONVILLE | FL | 32217 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| CAMPUS CRUSADE FOR CHRIST - CHRISTIAN EMBASSY | |||||||
| 2111 WILSON BLVD STE 700 | ARLINGTON | VA | 222019877 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| CAMPUS CRUSADE FOR CHRIST - EVERYSTUDENTCOM | |||||||
| P O BOX 628222 | ORLANDO | FL | 32862 | N/A | PUBLIC | GENERAL FUND | $3,000 |
| CAMPUS CRUSADE FOR CHRIST - HERE'S LIFE JAX | |||||||
| 100 LAKE HART DRIVE 3100 | ORLANDO | FL | 32832 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| CAMPUS CRUSADE FOR CHRIST - NAMESTAN | |||||||
| 1019 PRARIE RIDGE LANE | LESTER PRAIRIE | MN | 55354 | N/A | PUBLIC | GENERAL FUND | $10,000 |
| CAMPUS CRUSADE FOR CHRIST - THE JESUS FILM PROJECT | |||||||
| 100 LAKE HART DRIVE 3100 | ORLANDO | FL | 32832 | N/A | PUBLIC | GENERAL FUND | $20,000 |
| CAMPUS CRUSADE FOR CHRIST - UNTO | |||||||
| 101 LAKE HART DRIVE 3100 | ORLANDO | FL | 32832 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| CHRISTIAN HEALING MINISTRIES | |||||||
| PO BOX 9520 | JACKSONVILLE | FL | 32208 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| CITY RESCUE MISSION | |||||||
| 426 SOUTH MCDUFF AVENUE | JACKSONVILLE | FL | 32254 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| CLARA WHITE MISSION INC | |||||||
| 613 W ASHLEY STREET | JACKSONVILLE | FL | 32202 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| CMJ JERUSALEM | |||||||
| PO BOX 443 | AMBRIDGE | PA | 150030443 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| COACHES HONOR | |||||||
| PO BOX 51139 | JACKSONVILLE BEACH | FL | 322401139 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| COMMUNITY HEALTH OUTREACH | |||||||
| 5126 TIMUQUANA RD | JACKSONVILLE | FL | 32210 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| COMPASS FINANCES GOD'S WAY | |||||||
| 5215 RIVER PARK VILLAS DRIVE | ST AUGUSTINE | FL | 32092 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CA | 80921 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| CONASAGUA KIDNEY CARE | |||||||
| 102 DAVIDSON DRIVE | DALTON | GA | 30720 | N/A | PUBLIC | GENERAL FUND | $1,500 |
| DOWNTOWN ECUMENICAL SERVICES COUNCIL | |||||||
| 215 OCEAN STREET | JACKSONVILLE | FL | 32202 | N/A | PUBLIC | GENERAL FUND | $2,500 |
| EAST-WEST MINISTRIES | |||||||
| 2001 W PLANO PARKWAY SUITE 3000 | PLANO | TX | 750758644 | N/A | PUBLIC | GENERAL FUND | $30,000 |
| ELEVATE JACKSONVILLE | |||||||
| 4940 EMERSON ST STE 102 | JACKSONVILLE | FL | 32207 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| FAMILY RESEARCH COUNCIL | |||||||
| 801 G STREET NW | WASHINGTON | DC | 20001 | N/A | PUBLIC | GENERAL FUND | $2,500 |
| FIRST COAST WOMEN'S SERVICES | |||||||
| 11215 SAN JOSE BLVD | JACKSONVILLE | FL | 32223 | N/A | PUBLIC | GENERAL FUND | $2,500 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 118 E MONROE STREET | JACKSONVILLE | FL | 32202 | N/A | PUBLIC | GENERAL FUND | $30,000 |
| FLORIDA FAMILY POLICY COUNCIL | |||||||
| 4853 S ORANGE AVE C | ORLANDO | FL | 32806 | N/A | PUBLIC | GENERAL FUND | $1,500 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | N/A | PUBLIC | GENERAL FUND | $1,500 |
| GATEWAY | |||||||
| 555 STOCKTON STREET | JACKSONVILLE | FL | 32204 | N/A | PUBLIC | GENERAL FUND | $3,000 |
| GO TO NATIONS | |||||||
| PO BOX 10305 | JACKSONVILLE | FL | 32247 | N/A | PUBLIC | GENERAL FUND | $1,500 |
| GORDON CONWELL THEOLOGICAL SEMINARY | |||||||
| 130 ESSEX STREET | SOUTH HAMILTON | MA | 01982 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| HABITAT FOR HUMANITY JACKSONVILLE | |||||||
| 2404 HUBBARD STREET | JACKSONVILLE | FL | 32206 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| HAGGAI INSTITUTE | |||||||
| PO BOX 13 | ATLANTA | GA | 303702801 | N/A | PUBLIC | GENERAL FUND | $1,500 |
| HISLIGHT INTERNATIONAL MINISTRIES | |||||||
| 40 RAMONA ST | PONTE VEDRA | FL | 32082 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DRIVE SUITE 250 | LANCASTER | PA | 17601 | N/A | PUBLIC | GENERAL FUND | $25,000 |
| INTERNATIONAL COOPERATING MINISTRIES | |||||||
| 1901 N ARMISTEAD AVENUE | HAMPTON | VA | 236064311 | N/A | PUBLIC | GENERAL FUND | $30,000 |
| INTERNATIONAL HEALTH SERVICES | |||||||
| PO BOX 265 | SOUTHEASTERN | PA | 193990265 | N/A | PUBLIC | GENERAL FUND | $1,500 |
| INTERNATIONAL LEARNING CENTER | |||||||
| 6025 CHESTER AVENUE | JACKSONVILLE | FL | 32217 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| JESUS ONLINE MINISTRIES | |||||||
| PO BOX 1643 | HIGHLEY | AZ | 85236 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| JEWS FOR JESUS | |||||||
| PO BOX 670484 | CORAL SPRINGS | FL | 33067 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| JONI & FRIENDS | |||||||
| PO BOX 3333 | AGOURA HILLS | CA | 91376 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| LEN MINISTRIES INC | |||||||
| 13856 DANFORTH DRIVE SOUTH | JACKSONVILLE | FL | 32224 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| LIGHTHOUSE FOR CHRIST - JUSTIN BROWN | |||||||
| P O BOX 8318 | TYLER | TX | 75711 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| MAP INTERNATIONAL | |||||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | N/A | PUBLIC | GENERAL FUND | $25,000 |
| MERCY SHIPS INTERNATIONAL | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 757712020 | N/A | PUBLIC | GENERAL FUND | $25,000 |
| PRISONERS OF CHRIST | |||||||
| PO BOX 43390 | JACKSONVILLE | FL | 32203 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| REFORMED THEOLOGICAL SEMINARY | |||||||
| 5422 CLINTON BLVD | JACKSON | MS | 392093004 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| RETHREADED | |||||||
| 820 BARNETT STREET | JACKSONVILLE | FL | 32209 | N/A | PUBLIC | GENERAL FUND | $1,500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 286073000 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| SENIORS ON A MISSION INC | |||||||
| 450-106 STATE ROAD 13 NORTH 185 | JACKSONVILLE | FL | 322593863 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| ST VINCENT'S HEALTHCARE FOUNDATION | |||||||
| 1 SHIRCLIFF WAY | JACKSONVILLE | FL | 32204 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| SULZBACHER CENTER | |||||||
| 611 E ADAMS ST | JACKSONVILLE | FL | 322022847 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| THE JESUS ALLIANCE | |||||||
| 11601 SOUTHFORK DR BLDG D | BATON ROUGE | LA | 70816 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| THE MAILBOX CLUB INTERNATIONAL | |||||||
| 404 EAGER ROAD | VALDOSTA | GA | 31602 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| THE SALVATION ARMY OF JACKSONVILLE | |||||||
| 328 N OCEAN ST | JACKSONVILLE | FL | 32202 | N/A | PUBLIC | GENERAL FUND | $25,000 |
| TRINITY RESCUE MISSION | |||||||
| 622 W UNION ST | JACKSONVILLE | FL | 32202 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| TURNING POINT | |||||||
| PO BOX 3838 | SAN DIEGO | CA | 921631838 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| UNITED WAY OF NORTHEAST FLORIDA | |||||||
| 1301 RIVERPLACE BLVD SUITE 400 | JACKSONVILLE | FL | 32207 | N/A | PUBLIC | GENERAL FUND | $15,000 |
| VOLUNTEERS IN MEDICINE | |||||||
| 41 E DUVAL STREET | JACKSONVILLE | FL | 32202 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| WATER MISSION | |||||||
| 1150 MOLLY GREENE WAY BLDG 1605 | CHARLESTON | SC | 29405 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| WITNESS AS MINISTRY (WAM) | |||||||
| 1540 KELLER PARKWAY SUITE 405 | KELLER | TX | 76248 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| WORLD MEDICAL MISSION | |||||||
| PO BOX 3000 | BOONE | NC | 286073000 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| 11221 JOHN WYCLIFFE BLVD | ORLANDO | FL | 32832 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| YOUNG LIFE - ROBERT MORRIS | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| YOUNG LIFE METRO | |||||||
| P O BOX 2173 | JACKSONVILLE | FL | 32203 | N/A | GENERAL FUND | $2,000 | |
| GOOD SHEPHARD INDIA (GSI) | |||||||
| P O BOX 3309 | VIRGINIA BEACH | VA | 23451 | N/A | GENERAL FUND | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,762 | ExclusionAmt |
| Related Or Exempt Function Incm | $44 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $263,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $401,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $44 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $401,607 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE FOUNDATION RELIES ON ENDOWMENT FUNDS TO SUSTAIN OPERATIONS. |
| 4 | ALL OF THE INCOME PRODUCING ACTIVITIES OF THE FOUNDATION CONTRIBUTE |
| 5 | TO THE FOUNDATION'S EXEMPT PURPOSE OF ASSISTING OTHER RELIGIOUS, |
| 7 | SCIENTIFIC, EDUCATIONAL, AND CHARITABLE ORGANIZATIONS ACCOMPLISH |
| 8 | THEIR CHARITABLE PURPOSE WITHIN THE MEANING OF SECTION |
| 8 | 501(C)(3). |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,150 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FLORIDA CAPITAL BANK | FMV | $24,997 | $24,997 |
| UBS - ALL ACCOUNTS | FMV | $6,112,461 | $6,112,461 |
| AMERIS BANCORP 1196 SHARES | FMV | $50,000 | $50,000 |
| AMERIS BANCORP 3645 SHARES CDT | FMV | $171,133 | $171,133 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $5,200 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,766 | $0 | $1,766 |
| OFFICE SUPPLIES | $37 | $0 | $37 |
| POSTAGE AND DELIVERY | $62 | $0 | $62 |
| MEALS AND ENTERTAINMENT | $615 | $0 | $615 |
| BANK CHARGES | $52 | $0 | $52 |
| ANNUAL FILING FEE | $163 | $0 | $163 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $128,325 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS ADVISORY FEES | CategoryTxt |
| Amt | $52,871 | Amt |
| Net Investment Income | $52,871 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,750 | $550 | $1,200 |
| FOREIGN TAXES | $1,851 | $1,851 | $0 |
| FEDERAL INCOME TAXES | $5,200 | $5,200 | $0 |