EDWARD E HADDOCK JR FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD E HADDOCK JR FAMILY FOUNDATION (EIN 26-3929999)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349106776
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T20:33:08-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263929999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward E Haddock Jr Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 N EOLA DRIVE | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | edward e haddock III | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | edward e | PersonFirstNm |
| Person Last | haddock III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,457,486 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,075 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,075 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $957,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $957,648 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,720,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,823,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,720,319 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $718,201 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $300,833 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $209,575 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,407,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,989,875 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $209,575 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $218,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $218,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $268,220 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $268,220 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,279 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,279 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $44,573 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,210 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $33,364 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,305 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,177 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,128 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,461 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $33,057 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,603 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $628 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $100,387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,017 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $469 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $178 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $44,810 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,031 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $103,489 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $75,132 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,357 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,672 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $185 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,487 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8,495 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $848 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,647 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $268,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,302 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $98,707 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $156,306 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,235,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $209,575 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $822,569 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $551,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $551,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,787,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $209,575 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,373,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,620,109 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,927,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,187,736 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,195,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,195,110 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,915 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,915 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,915 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,915 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $111,368 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $105,368 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $111,368 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $111,368 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $15,873,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,805,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,987,072 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $75,506 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $67,940 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $9,597 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $7,566 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $7,566 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $1,432,110 | MortgageLoansBOYAmt |
| Other Investments BOY | $8,520,691 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,354,259 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,349,496 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,681,909 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $187,433 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,315,164 | LandBOYAmt |
| Land EOY | $2,494,476 | LandEOYAmt |
| Land EOYFMV | $2,625,786 | LandEOYFMVAmt |
| Other Assets BOY | $80,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $179,163 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $179,173 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,526,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,148,953 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,457,486 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $39,526,845 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,148,953 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,526,845 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,148,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,526,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,148,953 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,526,845 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,620,109 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,999 | OtherIncreasesAmt |
| Subtotal | $45,148,953 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $45,148,953 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $20,391,650 | $14,399,856 | $5,991,794 | $5,991,794 | |||
| Sec 751 Gain on Sale of Ptshp Reclass | $271,475 | -$271,475 | -$271,475 | ||||
| JFVISITOR - 6.25% - 04/11/2023 | $1,432,110 | $1,432,110 | P | 2019-06-11 | 2021-08-17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,720,319 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96,297 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $96,297 | SubtotalAmt |
| Tax Based On Investment Income | $96,297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98,390 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $98,390 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,093 | OverpaymentAmt |
| Applied To ES Tax | $2,093 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| EDITH K HADDOCK | ||||||||
| 15 N EOLA DRIVE | Orlando | FL | 32801 | Dir | 1.0 | $0 | $0 | $0 |
| Edward E Haddock III | ||||||||
| 15 N EOLA DRIVE | Orlando | FL | 32801 | Pres, Sec, Dir | 40.0 | $218,000 | $4,388 | $0 |
| Edward E Haddock Jr | ||||||||
| 15 N EOLA DRIVE | Orlando | FL | 32801 | Chairman, Dir | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| AMY WOELBERN | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | EXEC ASST & OPER DIR | 40.0 | $91,648 | $3,175 |
| Demetrius Summerville | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | DIR. CMTY ENGAGEMENT | 40.0 | $66,538 | $7,404 |
| JACQUELYN ZINCK | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | DIR. JUSTICE STRATEG | 40.0 | $51,362 | $1,856 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FOUNDATION SOURCE | |||||
| 55 WALLS DRIVE 3RD FL | FAIRFIELD | CT | 06824 | Philanthropic | $87,250 |
| Mecca Builders LLC | |||||
| 500 Winderley Pl Unit 100 | MAITLAND | FL | 32751 | CONSTRUCTION | $215,726 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DR.HADDOCK CIVIL RIGHTS ARCHIVE-TO CREATE PHYSICAL/ONLINE RESOURCE AROUND LIFE OF DR.EDWARD E. HADDOCK, A CIVIL RIGHTS ACTIVIST COMMITTED TO EQUAL OPPORTUNITY & RELIGIOUS FREEDOM | Description1Txt |
| Expenses1 | $8,024 | Expenses1Amt |
| Description2 | US SLAVERY & ABOLITION ARCHIVE-TO GATHER & PRESERVE ORIGINAL DOCUMENTS AND ARTIFACTS SURROUNDING THE HISTORY OF SLAVERY, ABOLITION AND CIVIL RIGHTS IN THE US & MAKE ARCHIVE FREE | Description2Txt |
| Expenses2 | $76,029 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,476,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,535,110 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,418,877 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,430,266 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,430,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $681,454 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,748,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,237,441 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,237,441 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,297 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $47,767 | IncomeTaxAmt |
| Total Tax | $144,064 | TotalTaxAmt |
| Distributable Before Adj | $2,093,377 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,093,377 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,093,377 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,373,819 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $318,755 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,692,574 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,093,377 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $441,081 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $119,926 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $280,666 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,060 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $915,733 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,692,574 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,692,574 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $400,803 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $400,803 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $514,930 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,278 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $474,652 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $119,926 | ExcessFromYear4Amt |
| Excess From Year3 | $280,666 | ExcessFromYear3Amt |
| Excess From Year2 | $74,060 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARRABON | |||||||||||
| 8280 GREENSBORO DR STE 140 | MC LEAN | VA | 22102 | N/A | PC | General & Unrestricted | $2,500 | ||||
| BALSAM MOUNTAIN TR | |||||||||||
| 81 PRESERVE RD | SYLVA | NC | 28779 | N/A | PC | General & Unrestricted | $1,000 | ||||
| CAPTAINS FOR CLEAN WATER INC | |||||||||||
| 2031 JACKSON ST STE 150 | FORT MYERS | FL | 33901 | N/A | PC | General & Unrestricted | $500 | ||||
| CENTRAL FLORIDA ZOOLOGICAL SOCIETY INC | |||||||||||
| PO BOX 470309 | LAKE MONROE | FL | 32747 | N/A | PC | General & Unrestricted | $2,500 | ||||
| CHINA PARTNERSHIP | |||||||||||
| PO BOX 588 | METUCHEN | NJ | 08840 | N/A | PC | General & Unrestricted | $500 | ||||
| ELEVATION SCHOLARS INC | |||||||||||
| 201 E PINE ST STE 200 | ORLANDO | FL | 32801 | N/A | PC | General & Unrestricted | $1,000 | ||||
| ENZIAN THEATRE INC | |||||||||||
| 1300 S ORLANDO AVE | MAITLAND | FL | 32751 | N/A | PC | General & Unrestricted | $2,500 | ||||
| FLORIDA COLLEGIATE SUMMER LEAGUE INC | |||||||||||
| 477 COMMERCE WAY STE 115 | LONGWOOD | FL | 32750 | N/A | PC | General & Unrestricted | $500 | ||||
| GEORGE Y POCOCK ROWING FOUNDATION | |||||||||||
| 3320 FUHRMAN AVE E | SEATTLE | WA | 98102 | N/A | PC | A Beautiful Thing Fund | $500 | ||||
| GEORGETOWN UNIVERSITY | |||||||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | Georgetown Entrepreneurship Program | $1,500 | ||||
| GREENWAVE ORGANIZATION CORP | |||||||||||
| 315 FRONT ST | NEW HAVEN | CT | 06513 | N/A | PC | General & Unrestricted | $1,000 | ||||
| GREYHOUNDS IN MOTION INC | |||||||||||
| 1891 BRYAN AVE | WINTER PARK | FL | 32789 | N/A | PC | General & Unrestricted | $500 | ||||
| HEMOPHILIA OF GEORGIA INC | |||||||||||
| 8607 ROBERTS DR | SANDY SPRINGS | GA | 30350 | N/A | PC | General & Unrestricted | $1,000 | ||||
| HISTORICAL SOCIETY OF CENTRAL FLORIDA INC | |||||||||||
| 65 E CENTRAL BLVD | ORLANDO | FL | 32801 | N/A | PC | General & Unrestricted | $15,000 | ||||
| HOPE LABS INC | |||||||||||
| 4545 RUGBY LN | GRAND PRAIRIE | TX | 75052 | N/A | PC | General & Unrestricted | $26,000 | ||||
| HUMAN TRAFFICKING INSTITUTE | |||||||||||
| 2701 PROSPERITY AVE STE 405 | FAIRFAX | VA | 22031 | N/A | PC | General & Unrestricted | $10,000 | ||||
| INSTITUTE FOR SPORT AND SOCIAL JUSTICE INC | |||||||||||
| C/O UCF 4336 SCORPIOUS ST | ORLANDO | FL | 32816 | N/A | PC | General & Unrestricted | $15,000 | ||||
| LIFEWORK LEADERSHIP ORLANDO INC | |||||||||||
| 1220 E CONCORD ST | ORLANDO | FL | 32803 | N/A | PC | General & Unrestricted | $2,500 | ||||
| LIFEWORK LEADERSHIP ORLANDO INC | |||||||||||
| 1220 E CONCORD ST | ORLANDO | FL | 32803 | N/A | PC | Charitable Event | $250 | ||||
| MARION ANIMAL RESOURCE CONNECTION | |||||||||||
| PO BOX 153 | JASPER | TN | 37347 | N/A | PC | General & Unrestricted | $500 | ||||
| MOTE MARINE LABORATORY | |||||||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | N/A | PC | General & Unrestricted | $6,500 | ||||
| MOTE MARINE LABORATORY | |||||||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | N/A | PC | Combat dangerous algae blooms and address water quality-related challenges | $2,000 | ||||
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC - NAT | |||||||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | N/A | PC | The Edward E. Haddock, Jr. Family Foundation DAF | $150,000 | ||||
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC - NAT | |||||||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | N/A | PC | The Open Gate Foundation Fund | $10,000 | ||||
| NUZZLES & CO | |||||||||||
| 6699 N LANDMARK DR STE B103 | PARK CITY | UT | 84098 | N/A | PC | General & Unrestricted | $500 | ||||
| OCEAN CLEANUP NORTH PACIFIC FOUNDATION | |||||||||||
| DEPT LA 24875 | PASADENA | CA | 91185 | N/A | PC | General & Unrestricted | $250 | ||||
| OCEAN CONSERVANCY INC | |||||||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $250 | ||||
| ORLANDO LAND TRUST INC | |||||||||||
| PO BOX 2346 | ORLANDO | FL | 32802 | N/A | PC | General & Unrestricted | $200,000 | ||||
| REAL RESOURCES INC | |||||||||||
| PO BOX 27359 | GOLDEN VALLEY | MN | 55427 | N/A | PC | Border Perspective Support | $500 | ||||
| REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS | |||||||||||
| 1156 15TH ST NW STE 1020 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,000 | ||||
| ROYAL DRAKENSBERG PRIMARY SCHOOL SOCIETY | |||||||||||
| N/A | Other | Expenditure Responsibility Grant | $5,000 | DISTRICT RD D119 | BERGVILLE | SF | 3350 | ||||
| S O S SUPPORT OUR SCHOLARS INC | |||||||||||
| PO BOX 1985 | WINTER PARK | FL | 32790 | N/A | PC | General & Unrestricted | $5,000 | ||||
| SAVE THE MANATEE CLUB INC | |||||||||||
| 533 VERSAILLES DR | MAITLAND | FL | 32751 | N/A | PC | General & Unrestricted | $2,500 | ||||
| SOUTHERN POVERTY LAW CENTER INC | |||||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $2,000 | ||||
| SPRING CREEK VOLUNTEER FIRE DEPARTMENT INC | |||||||||||
| 13131 NC HWY 209 | HOT SPRINGS | NC | 28743 | N/A | PC | General & Unrestricted | $2,500 | ||||
| SUMMERHILL COMMUNITY MINISTRIES INC | |||||||||||
| PO BOX 160294 | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $5,000 | ||||
| THE MONARCH LEARNING ACADEMY INC | |||||||||||
| 1914 EDGEWATER DR | ORLANDO | FL | 32804 | N/A | PC | General & Unrestricted | $2,500 | ||||
| THE NATURE CONSERVANCY | |||||||||||
| 1035 S SEMORAN BLVD STE 2-1021 B | WINTER PARK | FL | 32792 | N/A | PC | General & Unrestricted | $4,000 | ||||
| THE TELOS GROUP INC | |||||||||||
| PO BOX 70872 | WASHINGTON | DC | 20024 | N/A | PC | ReStory Project | $25,000 | ||||
| THE TELOS GROUP INC | |||||||||||
| PO BOX 70872 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $2,500 | ||||
| TOGETHER INTERNATIONAL INC | |||||||||||
| PO BOX 230132 | GRAND RAPIDS | MI | 49523 | N/A | PC | One Million Thumbprints Support | $1,000 | ||||
| WILLIAM & MARY FOUNDATION | |||||||||||
| 5300 DISCOVERY PARK BLVD 3RD FL | WILLIAMSBURG | VA | 23188 | N/A | PC | General & Unrestricted | $1,500 | ||||
| WORD MADE FLESH INC | |||||||||||
| PO BOX 70 | WILMORE | KY | 40390 | N/A | PC | General & Unrestricted | $500 | ||||
| ALLEGRO ORGANIZATIONAL SOLUTIONS INC | |||||||||||
| 5535 MEMORIAL DR STE F- 811 | HOUSTON | TX | 77007 | N/A | PC | For the film, "From the Ground Up" | $15,000 | ||||
| INTERNATIONAL LEAGUE OF CONSERVATION PHOTOGRAPHERS | |||||||||||
| 4600 N FAIRFAX DR | ARLINGTON | VA | 22203 | N/A | PC | Funds Designated for the "Path of the Panther" Film | $20,000 | ||||
| NEGRO SPIRITUAL SCHOLARSHIP FOUNDATION INC | |||||||||||
| PO BOX 547728 | ORLANDO | FL | 32854 | N/A | PC | General & Unrestricted | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $551,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,075 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $957,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,720,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $138,173 | 14 | $15,438 | |
| INTEREST INCOME FROM MORTGAGE RECEIVABLE | 14 | $83,540 | |||
| Sec 751 Gain on Sale of Ptshp | 525990 | $271,475 | |||
| INCOME FROM SUBLEASE | $61,118 | ||||
| RENTAL INCOME | $140,737 | ||||
| EXEMPT FUNCTION INCOME | $7,720 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $409,648 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,788,020 | ExclusionAmt |
| Related Or Exempt Function Incm | $209,575 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,407,243 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11 | SIGNIFICANTLY CONTRIBUTED TO THE FOUNDATION'S MISSION OF REVITALIZING THE KALEY SQUARE COMMUNITY CENTER IN ORLANDO, FL |
| 11 | SIGNIFICANTLY CONTRIBUTED TO THE FOUNDATION'S MISSION OF BRINGING TOGETHER LOCAL NON-PROFITS TO BETTER THE ORLANDO, FL COMMUNITY |
| 11 | SCREENINGS AND DISTRIBUTION OF DOCUMENTARY FILM LONG TIME COMING SIGNIFICANTLY CONTRIBUTED TO THE FOUNDATION'S MISSION OF RAISING AWARENESS OF ISSUES RELATED TO RACIAL SEGREGATION AND PROMOTING TOLERANCE BY HEALING HISTORIC DIVISIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bookkeeping | $4,834 | $806 | $4,028 |
| GENERAL CONSULTATIONS | $471 | $371 | $100 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTERS-(2) MACS | 2018-04-19 | $7,256 | $3,869 | SL | 5 | $1,451 | $0 | |
| COMPUTERS-2019 MAC | 2019-01-24 | $1,491 | $571 | SL | 5 | $298 | $0 | |
| COMPUTERS-MACBOOK | 2021-01-01 | $1,999 | SL | 5 | $400 | |||
| JAXSON-MEDIA EASEL | 2013-11-14 | $1,458 | $1,458 | SL | 7 | |||
| 10 X 14 KAZAK RUG | 2013-10-15 | $6,650 | $6,650 | SL | 7 | |||
| RED CHOBI RUG | 2013-09-05 | $4,957 | $4,957 | SL | 7 | |||
| FRENCH OAK BUFFET | 2013-12-05 | $1,975 | $1,975 | SL | 7 | |||
| 1920 OAK ARMCHAIR | 2013-08-12 | $459 | $459 | SL | 7 | |||
| OAK CONFRNC TABLE | 2013-11-20 | $9,035 | $9,035 | SL | 7 | |||
| SLVG 1900 BOOKCASE | 2013-08-12 | $522 | $522 | SL | 7 | |||
| ARTWRK-ST JOHN RVR | 2013-11-04 | $758 | $758 | SL | 7 | |||
| SLVGD WD COFFEE TB | 2013-12-23 | $1,437 | $1,437 | SL | 7 | |||
| 1900 MAHOGANY CHR | 2013-08-12 | $668 | $668 | SL | 7 | |||
| BARCELONA ARMCHRS | 2013-09-30 | $8,307 | $8,307 | SL | 7 | |||
| CHESTERFIELD SOFAS | 2013-09-09 | $4,847 | $4,847 | SL | 7 | |||
| DINNER CHARS&TBL | 2013-08-14 | $1,473 | $1,473 | SL | 7 | |||
| ELOISE CHAIRS | 2013-09-09 | $3,630 | $3,630 | SL | 7 | |||
| FLATIRON DESK | 2013-08-14 | $2,039 | $2,039 | SL | 7 | |||
| CASEMENT BOOKCASE | 2013-12-23 | $1,527 | $1,527 | SL | 7 | |||
| CASEMENT CABINETS | 2013-12-23 | $1,437 | $1,437 | SL | 7 | |||
| BELVEDERE TBL LAMP | 2013-11-01 | $256 | $256 | SL | 7 | |||
| ALBEQUERQUE TB LMP | 2013-11-01 | $268 | $268 | SL | 7 | |||
| OAK SIDE TABLE | 2013-08-15 | $518 | $518 | SL | 7 | |||
| OAK DRWR FILE CBNT | 2013-08-12 | $1,132 | $1,132 | SL | 7 | |||
| RAILROAD DPT BENCH | 2013-08-12 | $2,293 | $2,293 | SL | 7 | |||
| REFRIGERATOR | 2013-10-28 | $3,265 | $3,265 | SL | 7 | |||
| REFRIGERATOR-MAIN | 2018-08-28 | $3,590 | $1,197 | SL | 7 | $513 | $0 | $513 |
| RUG - BLUE KAZAK | 2018-10-11 | $5,310 | $1,708 | SL | 7 | $759 | $0 | $759 |
| RUG - RED KAZAK | 2018-10-11 | $5,310 | $1,708 | SL | 7 | $759 | $0 | $759 |
| SAWYER SLIDE TABLE | 2013-08-14 | $1,158 | $1,158 | SL | 7 | |||
| STND GLASS TB LAMP | 2013-09-03 | $718 | $718 | SL | 7 | |||
| TOWSLEY FCTRY CART | 2013-08-15 | $300 | $300 | SL | 7 | |||
| WISTERIA TBL LAMP | 2013-09-03 | $209 | $209 | SL | 7 | |||
| LAND-15 N. EOLA DR | 2016-06-02 | $951,766 | L | |||||
| BLDG IMP-15 N EOLA | 2019-09-30 | $903,855 | $28,970 | SL | 39 | $23,176 | ||
| 9' X 12' KAZAK RUG | 2013-09-05 | $5,114 | $5,114 | SL | 7 | |||
| CHESTERFIELD CHRS | 2013-09-09 | $3,231 | $3,231 | SL | 7 | |||
| REBECCA TRUNK | 2013-08-14 | $579 | $579 | SL | 7 | |||
| OAK DBLE BOOKCASE | 2013-08-15 | $595 | $595 | SL | 7 | |||
| ST.JAMES 55" DESKS | 2016-12-29 | $2,884 | $1,648 | SL | 7 | $412 | ||
| ST.JAMES 76" DESKS | 2016-12-29 | $3,948 | $2,256 | SL | 7 | $564 | ||
| BUILDING # 23010 | 2014-06-01 | $245,086 | $40,861 | SL | 39 | $6,284 | ||
| BLDG #23010 IMPROV | 2014-06-01 | $90,153 | $13,356 | SL | 39 | $2,312 | ||
| BLDG #23010 IMPROV | 2018-09-30 | $94,510 | $5,452 | SL | 39 | $2,423 | ||
| BLDG #23010 IMPROV | 2017-12-18 | $39,876 | $3,066 | SL | 39 | $1,022 | ||
| BUILDING # 28070 | 2014-06-01 | $17,364 | $2,893 | SL | 39 | $445 | ||
| BUILDING # 28080 | 2014-06-01 | $5,459 | $910 | SL | 39 | $140 | ||
| LAND # 23010 | 2014-06-01 | $25,209 | L | |||||
| LAND # 28050 | 2014-06-01 | $3,386 | L | |||||
| LAND # 28070 | 2014-06-01 | $2,553 | L | |||||
| LAND # 28080 | 2014-06-01 | $2,408 | L | |||||
| CLASSRM ESSENTIALS | 2015-02-24 | $5,827 | $5,827 | SL | 7 | |||
| COMPUTER | 2016-03-31 | $1,171 | $1,112 | SL | 5 | $59 | ||
| GYM EQUIPMENT | 2015-09-10 | $3,633 | $3,633 | SL | 5 | |||
| A/C UNIT | 2016-08-08 | $8,450 | $5,331 | SL | 7 | $1,207 | ||
| CONFERENCE TABLE | 2017-02-22 | $4,187 | $2,292 | SL | 7 | $598 | ||
| STARTUP COSTS | 2014-06-01 | $29,827 | $13,088 | SL | 15 | $1,988 | ||
| BUILDING IMP-#1026 | 2021-12-17 | $220,092 | SL | 39 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD E HADDOCK JR FAMILY OPERATING FOU | ||||||||||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | 2019-08-20 | $55,000 | TO SUPPORT GENERAL OPERATING EXPENSES | $55,000 | NO | 7/31/2020, 4/15/2021 | NONE NECESSARY | ||||
| EDWARD E HADDOCK JR FAMILY OPERATING FOU | ||||||||||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | 2020-08-12 | $50,000 | To support general operating expenses | $24,329 | NO | 4/15/2021 | NONE NECESSARY | ||||
| ROYAL DRAKENSBERG PRIMARY SCHOOL SOCIETY | ||||||||||||||
| 2021-09-09 | $5,000 | To support the playground and school supplies project | $5,000 | NO | 08/06/2022 | NONE NECESSARY | DISTRICT ROAD D119 | BERGVILLE | SF | 3350 | ||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $226,326 | $217,952 |
| ABBVIE INC | $140,282 | $164,782 |
| AFFINITY BANCSHARES ORD SHS | $19,506 | $20,975 |
| APPLE INC | $295,365 | $448,009 |
| AUTOMATIC DATA PROCESSING INC | $251,339 | $344,719 |
| BANK OF MONTREAL | $317,949 | $370,341 |
| BCB BANCORP, INC. | $611,344 | $810,075 |
| BLACKROCK INC | $289,043 | $344,251 |
| CATERPILLAR INC | $181,675 | $184,619 |
| CBM BANCORP ORD SHS | $75,798 | $70,250 |
| CHEVRON CORP | $174,516 | $206,301 |
| CISCO SYSTEMS INC | $159,452 | $206,269 |
| CROWN CASTLE INTL | $157,988 | $196,633 |
| DIGITAL RLTY TR INC | $255,812 | $305,631 |
| DOW INC | $213,202 | $209,013 |
| DUKE ENERGY CO | $180,821 | $198,051 |
| EATON CORP PLC | $308,472 | $409,583 |
| ELI LILLY & CO | $225,268 | $325,111 |
| EMERSON ELECTRIC CO | $165,422 | $177,852 |
| ESSA BANCORP INC | $1,281,328 | $1,439,759 |
| EXXON MOBIL CORP | $203,855 | $203,702 |
| FIRST UNITED CORPORATION | $148,306 | $158,822 |
| FIRST US BANCSHARES, INC. | $390,402 | $390,181 |
| FKYS | $1,054,233 | $1,199,184 |
| FLUSHING FINANCIAL CORPORATION | $802,421 | $1,263,600 |
| GLEN BURNIE BANCORP | $1,078,605 | $1,344,616 |
| HOME DEPOT INC | $222,473 | $337,403 |
| IF BANCORP INC | $665,481 | $779,700 |
| INTEL CORP | $46,639 | $44,136 |
| JBT BANCORP | $887,473 | $1,017,360 |
| JEFFERSONVILLE BANCORP | $440,784 | $506,000 |
| JP MORGAN CHASE | $325,729 | $370,222 |
| KIMBERLY CLARK CORP | $222,410 | $237,676 |
| LOCKHEED MARTIN CORP | $262,026 | $255,895 |
| MERCK & CO INC | $169,276 | $153,893 |
| MICROCHIP TECHNOLOGY INC | $240,771 | $243,942 |
| MICROSOFT CORP | $209,229 | $308,405 |
| NEXTERA ENERGY, INC | $181,776 | $232,186 |
| NIKE INC-CL B | $245,690 | $293,006 |
| NORTHEAST COMMUNITY BANCORP | $333,111 | $333,900 |
| OMNICOM GROUP | $184,212 | $190,649 |
| OTTAWA BANCORP ORD SHS | $1,493,727 | $1,540,301 |
| PARKWAY ACQUISITION ORD SHS | $362,035 | $390,000 |
| PEOPLES FINL | $941,687 | $906,825 |
| PEPSICO INC | $159,937 | $194,555 |
| PFIZER INC | $185,144 | $294,010 |
| PHILIP MORRIS INTL | $187,366 | $197,125 |
| PROCTER GAMBLE CO | $130,214 | $162,435 |
| SOLVAY BANK | $510,009 | $573,475 |
| TRUIST FINANCIAL CORPORATION | $272,432 | $296,849 |
| UNION PACIFIC | $177,496 | $219,935 |
| UNITED PARCEL SERVICE | $184,667 | $241,561 |
| UNITEDHEALTH GROUP INC | $115,059 | $133,067 |
| US BANCORP | $278,637 | $311,238 |
| VALERO ENERGY CORP | $275,868 | $296,835 |
| VERSABANK ORD SHS | $322,180 | $297,500 |
| VISA INC | $152,990 | $154,514 |
| WEYERHAEUSER CO | $209,838 | $262,193 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| JAXSON-MEDIA EASEL | $1,458 | $1,458 | ||
| 10 X 14 KAZAK RUG | $6,650 | $6,650 | ||
| RED CHOBI RUG | $4,957 | $4,957 | ||
| FRENCH OAK BUFFET | $1,975 | $1,975 | ||
| 1920 OAK ARMCHAIR | $459 | $459 | ||
| OAK CONFRNC TABLE | $9,035 | $9,035 | ||
| SLVG 1900 BOOKCASE | $522 | $522 | ||
| ARTWRK-ST JOHN RVR | $758 | $758 | ||
| SLVGD WD COFFEE TB | $1,437 | $1,437 | ||
| 1900 MAHOGANY CHR | $668 | $668 | ||
| BARCELONA ARMCHRS | $8,307 | $8,307 | ||
| CHESTERFIELD SOFAS | $4,847 | $4,847 | ||
| DINNER CHARS&TBL | $1,473 | $1,473 | ||
| ELOISE CHAIRS | $3,630 | $3,630 | ||
| FLATIRON DESK | $2,039 | $2,039 | ||
| CASEMENT BOOKCASE | $1,527 | $1,527 | ||
| CASEMENT CABINETS | $1,437 | $1,437 | ||
| BELVEDERE TBL LAMP | $256 | $256 | ||
| ALBEQUERQUE TB LMP | $268 | $268 | ||
| OAK SIDE TABLE | $518 | $518 | ||
| OAK DRWR FILE CBNT | $1,132 | $1,132 | ||
| RAILROAD DPT BENCH | $2,293 | $2,293 | ||
| REFRIGERATOR | $3,265 | $3,265 | ||
| REFRIGERATOR-MAIN | $3,590 | $1,710 | $1,880 | $1,880 |
| RUG - BLUE KAZAK | $5,310 | $2,467 | $2,843 | $2,843 |
| RUG - RED KAZAK | $5,310 | $2,467 | $2,843 | $2,843 |
| SAWYER SLIDE TABLE | $1,158 | $1,158 | ||
| STND GLASS TB LAMP | $718 | $718 | ||
| TOWSLEY FCTRY CART | $300 | $300 | ||
| WISTERIA TBL LAMP | $209 | $209 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AG AMERICA LENDING FUND, LLC R | $5,001,517 | $5,512,784 |
| BOOTHBAY ABSOLUTE RETURN STRAT | $5,000,000 | $4,996,820 |
| ENERGY TRANSFER LP | $842,742 | $1,399,100 |
| SEG PARTNERS OFFSHORE, LTD | $7,500,000 | $7,745,245 |
| BLACKSTONE GSO SECURED LENDING | $2,010,000 | $2,695,547 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTERS-(2) MACS | $7,256 | $5,320 | $1,936 | $1,936 |
| COMPUTERS-2019 MAC | $1,491 | $869 | $622 | $622 |
| COMPUTERS-MACBOOK | $1,999 | $400 | $1,599 | $1,599 |
| LAND-15 N. EOLA DR | $951,766 | $951,766 | $951,766 | |
| BLDG IMP-15 N EOLA | $903,855 | $52,146 | $851,709 | $903,855 |
| 9' X 12' KAZAK RUG | $5,114 | $5,114 | ||
| CHESTERFIELD CHRS | $3,231 | $3,231 | ||
| REBECCA TRUNK | $579 | $579 | ||
| OAK DBLE BOOKCASE | $595 | $595 | ||
| ST.JAMES 55" DESKS | $2,884 | $2,060 | $824 | $824 |
| ST.JAMES 76" DESKS | $3,948 | $2,820 | $1,128 | $1,128 |
| BUILDING # 23010 | $245,086 | $47,145 | $197,941 | $245,086 |
| BLDG #23010 IMPROV | $90,153 | $15,668 | $74,485 | $90,153 |
| BLDG #23010 IMPROV | $94,510 | $7,875 | $86,635 | $94,510 |
| BLDG #23010 IMPROV | $39,876 | $4,088 | $35,788 | $39,876 |
| BUILDING # 28070 | $17,364 | $3,338 | $14,026 | $17,364 |
| BUILDING # 28080 | $5,459 | $1,050 | $4,409 | $5,459 |
| LAND # 23010 | $25,209 | $25,209 | $25,209 | |
| LAND # 28050 | $3,386 | $3,386 | $3,386 | |
| LAND # 28070 | $2,553 | $2,553 | $2,553 | |
| LAND # 28080 | $2,408 | $2,408 | $2,408 | |
| CLASSRM ESSENTIALS | $5,827 | $5,827 | ||
| COMPUTER | $1,171 | $1,171 | ||
| GYM EQUIPMENT | $3,633 | $3,633 | ||
| A/C UNIT | $8,450 | $6,538 | $1,912 | $1,912 |
| CONFERENCE TABLE | $4,187 | $2,890 | $1,297 | $1,297 |
| STARTUP COSTS | $29,827 | $15,076 | $14,751 | $14,751 |
| BUILDING IMP-#1026 | $220,092 | $220,092 | $220,092 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $44,573 | LegalFeesAmt |
| Net Investment Income | $11,210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,364 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (86 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HISTORICAL DOC - 1785 SLAVE DR | $6,031 | $6,031 |
| HISTORICAL DOC - 1810 THOMPSON | $255 | $255 |
| HISTORICAL DOC - 1835 WILL OF | $115 | $115 |
| HISTORICAL DOC - 1838 HANDWRIT | $1,065 | $1,065 |
| HISTORICAL DOC - 1839 SLAVE SA | $852 | $852 |
| HISTORICAL DOC - 1841 VIRGINIA | $594 | $594 |
| HISTORICAL DOC - 1842 VIRGINIA | $594 | $594 |
| HISTORICAL DOC - 1857 FLORIDA | $320 | $320 |
| HISTORICAL DOC - 1955 CERTIFIC | $7 | $7 |
| HISTORICAL DOC - 3 PAGE LETTER | $1,204 | $1,204 |
| HISTORICAL DOC - ALABAMA VOTER | $491 | $491 |
| HISTORICAL DOC - AMAZING ANTI- | $2,942 | $2,942 |
| HISTORICAL DOC - ANGUS BLAKEY | $1,204 | $1,204 |
| HISTORICAL DOC - ANNUAL ANTI-S | $214 | $214 |
| HISTORICAL DOC - ANTIQUE MAP O | $17 | $17 |
| HISTORICAL DOC - ANTIQUE SLAVE | $3,358 | $3,358 |
| HISTORICAL DOC - ARCHIVE OF AS | $2,630 | $2,630 |
| HISTORICAL DOC - ARCHIVE OF LA | $1,191 | $1,191 |
| HISTORICAL DOC - ATTENDING FRE | $1,693 | $1,693 |
| HISTORICAL DOC - BILL OF SALE | $773 | $773 |
| HISTORICAL DOC - CDV LIBBY PRI | $237 | $237 |
| HISTORICAL DOC - CONFISCATION | $180 | $180 |
| HISTORICAL DOC - EARLY SLAVERY | $328 | $328 |
| HISTORICAL DOC - EPHEMERA POLL | $14 | $14 |
| HISTORICAL DOC - FATHER'S WILL | $479 | $479 |
| HISTORICAL DOC - FIRST EXPERIE | $1,043 | $1,043 |
| HISTORICAL DOC - GEORGE RICE S | $775 | $775 |
| HISTORICAL DOC - HON CHARLES S | $25 | $25 |
| HISTORICAL DOC - INVENTORY OF | $1,562 | $1,562 |
| HISTORICAL DOC - JAMES EDGAR S | $441 | $441 |
| HISTORICAL DOC - JC CALHOUN SI | $641 | $641 |
| HISTORICAL DOC - LISTING OF 17 | $404 | $404 |
| HISTORICAL DOC - MANUMISSION O | $328 | $328 |
| HISTORICAL DOC - MANUMISSION O | $328 | $328 |
| HISTORICAL DOC - MANUSCRIPT 30 | $969 | $969 |
| HISTORICAL DOC - MANUSCRIPT BR | $719 | $719 |
| HISTORICAL DOC - MANUSCRIPT CI | $949 | $949 |
| HISTORICAL DOC - MANUSCRIPT KY | $1,519 | $1,519 |
| HISTORICAL DOC - MANUSCRIPT SA | $511 | $511 |
| HISTORICAL DOC - MANUSCRIPT SL | $139 | $139 |
| HISTORICAL DOC - MANUSCRIPT SL | $236 | $236 |
| HISTORICAL DOC - MANUSCRIPT SL | $1,511 | $1,511 |
| HISTORICAL DOC - MANUSCRIPT SL | $2,011 | $2,011 |
| HISTORICAL DOC - MANUSCRIPT SL | $311 | $311 |
| HISTORICAL DOC - NEWSPAPER MAP | $54 | $54 |
| HISTORICAL DOC - ORIGINAL 'I A | $9,999 | $9,999 |
| HISTORICAL DOC - PACKING THE S | $393 | $393 |
| HISTORICAL DOC - RUNAWAY SLAVE | $1,108 | $1,108 |
| HISTORICAL DOC - SHACKLES | $1,415 | $1,415 |
| HISTORICAL DOC - SIGNED LETTER | $3,361 | $3,361 |
| HISTORICAL DOC - SLAVE AUCTION | $2,396 | $2,396 |
| HISTORICAL DOC - SLAVE BOOK, F | $700 | $700 |
| HISTORICAL DOC - SLAVE CHARGED | $621 | $621 |
| HISTORICAL DOC - SLAVE DOCUMEN | $278 | $278 |
| HISTORICAL DOC - SLAVE DOCUMEN | $793 | $793 |
| HISTORICAL DOC - SLAVE DOCUMEN | $167 | $167 |
| HISTORICAL DOC - SLAVE ESTATE | $305 | $305 |
| HISTORICAL DOC - SLAVE HI 1856 | $323 | $323 |
| HISTORICAL DOC - SLAVE HI 1859 | $323 | $323 |
| HISTORICAL DOC - SLAVE HIRE CO | $323 | $323 |
| HISTORICAL DOC - SLAVE ID TAG | $284 | $284 |
| HISTORICAL DOC - SLAVE MILITAR | $491 | $491 |
| HISTORICAL DOC - SLAVE RELATED | $224 | $224 |
| HISTORICAL DOC - SLAVE TAG 187 | $284 | $284 |
| HISTORICAL DOC - SLAVE THEME P | $68 | $68 |
| HISTORICAL DOC - SOUTH CAROLIN | $878 | $878 |
| HISTORICAL DOC - STATE OF ALAB | $556 | $556 |
| HISTORICAL DOC - THE RICHMOND | $20 | $20 |
| HISTORICAL DOC - U.S. ARMY JAP | $4,811 | $4,811 |
| HISTORICAL DOC - ULYSSES S. GR | $9,854 | $9,854 |
| HISTORICAL DOC - UNUSUAL IMPRI | $296 | $296 |
| HISTORICAL DOC - VAN BUREN SIG | $591 | $591 |
| HISTORICAL DOC - VERMONT CONGR | $8 | $8 |
| HISTORICAL DOC - VERMONT, ORLE | $38 | $38 |
| HISTORICAL DOC - WATTS FAMILY | $704 | $704 |
| HISTORICAL DOC - WEBSTER ATTEM | $146 | $146 |
| HISTORICAL DOC - WILBUR SIEBER | $50 | $50 |
| LAKE LORNA DOONE PARK STATUE | $70,499 | $70,499 |
| HISTORICAL PASSOVER CABINET | $6,800 | $6,800 |
| HISTORICAL DOC - SLAVERY BRDSD | $4,745 | $4,745 |
| HISTORICAL DOC - 1858 VA COURT | $247 | $247 |
| "SAXOPHONIST" - BRONZE SCULPT | $3,200 | $3,200 |
| "THE GIFT" - BRONZE SCULPTURE | $4,200 | $4,200 |
| "TROMBONIST" - BRONZE SCULPT | $3,200 | $3,200 |
| "TRUMPETER" - BRONZE SCULPT | $3,200 | $3,200 |
| SALVAGE ITEMS | $10 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Administrative Fees | $87,250 | $87,250 | ||
| Bank Charges | $734 | $734 | ||
| Cell Phone Expense | $2,196 | $2,196 | ||
| K-1 Exp ENERGY TRANSFER LP | $13,019 | $12,429 | ||
| COMPUTERS/ELECTRONIC DEVICE | $1,917 | $1,917 | ||
| DIGITAL SUBSCRIPTIONS | $4,367 | $4,367 | ||
| EQUIPMENT MAINTENANCE | $10,199 | $2,233 | $7,966 | |
| Office Supplies | $11,719 | $4,055 | $7,664 | |
| Payroll Processing Fees | $2,943 | $2,943 | ||
| Postage/Delivery Service | $1,894 | $1,883 | $11 | |
| State or Local Filing Fees | $1,058 | $682 | $139 | $237 |
| Storage Fee | $5,899 | $5,899 | ||
| Training & Professional Develo | $6,814 | $6,814 | ||
| Website Hosting/Support | $4,516 | $4,440 | $76 | |
| EQUIPMENT/FURNITURE PURCHASE | $16,203 | $4,730 | $11,473 | |
| FDN CREDIT CARD FEES | $210 | $210 | ||
| PROPERTY INSURANCE | $25,703 | $6,765 | $18,938 | |
| PROPERTY MAINTENANCE | $40,696 | $10,464 | $30,232 | |
| RENOVATIONS & IMPROVEMENTS | $28,108 | $5,998 | $22,110 | |
| VISA APPLICATION FEES | $3,460 | $3,460 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 Inc/Loss ENERGY TRANSFER LP | $153,611 | $15,438 | |
| INTEREST INCOME FROM MORTGAGE RECEIVABLE | $83,540 | $83,540 | |
| INCOME FROM SUBLEASE | $61,118 | $61,118 | $61,118 |
| RENTAL INCOME | $140,737 | $140,737 | $140,737 |
| Sec 751 Gain on Sale ENERGY TRANSFER LP | $271,475 | ||
| EXEMPT FUNCTION INCOME | $7,720 | $7,720 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,999 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|
| DIRECT CURRENT MEDIA INC | ||||||||
| $50,000 | $105,368 | 2014-04 | 2019-04 | PRINCIPAL & INT COMPOUNDED MONTHLY | 5. | NONE | INVESTMENT | NONE NONE |
| CLARKSTON FILM LLC | ||||||||
| $6,000 | $6,000 | 2021-09 | 2022-12 | PRINCIPAL & INTEREST UPON MATURITY | 6. | NONE | INVESTMENT | NONE NONE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Investment Management Services | $33,461 | $33,461 | ||
| ARCHIVAL SERVICES | $7,875 | $7,875 | ||
| MARKETING SERVICES | $5,000 | $5,000 | ||
| TRANSLATION & TRANSCRIPTION | $1,679 | $1,229 | $450 | |
| PROPERTY MANAGEMENT | $32,816 | $8,116 | $24,700 | |
| TECHNOLOGY SUPPORT | $5,237 | $5,238 | ||
| STRUCTURAL & ENGINEERING SVCS | $3,053 | $651 | $2,401 | |
| DOCUMENTARY PRODUCTION SVCS | $20,000 | $14,494 | $5,506 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 990-PF Estimated Tax for 2021 | $97,600 | |||
| Foreign Tax Paid | $2,017 | $2,017 | ||
| IRS MISCELLANOUS FEE | $123 | |||
| PROPERTY TAXES | $647 | $469 | $178 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD E HADDOCK JR FAMLY OPERATING FDN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 UNIVERSITY BLVD STE 218 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452671147 | EIN |
| Desc | no transfers were made in 2021 | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |