ELAINE AND JEFFREY LOVELL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELAINE AND JEFFREY LOVELL FOUNDATION (EIN 87-3947251)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-24
- IRS object ID
- 202522059349100602
- Schema version
- 2024v5.2
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-24T08:15:34-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873947251 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elaine and Jeffrey Lovell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ELAI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey Lovell | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,161,473 | 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 | $1,422,277 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,808 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,808 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,581 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,581 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $539,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,476,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,472,865 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,068,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,579,254 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $49,220 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,220 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $23,303 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $23,303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,303 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $425,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $373,303 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,642,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,530,034 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $371,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $371,696 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,271,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,612,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,789,777 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,341,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,984,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,161,473 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,341,350 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,984,175 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,341,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,984,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,341,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,984,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,341,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,642,825 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,984,175 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,984,175 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $6,476,061 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,003,196 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,472,865 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,472,865 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,472,865 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,267 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,267 | SubtotalAmt |
| Tax Based On Investment Income | $21,267 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,313 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,313 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $159 | EsPenaltyAmt |
| Tax Due | $113 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Elaine W Lovell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP | 1.0 | $0 | $0 | $0 |
| Jeffrey D Lovell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,940,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,230,074 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,230,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,151,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $257,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $257,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,267 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,267 | TotalTaxAmt |
| Distributable Before Adj | $236,314 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $236,314 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $236,314 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $373,303 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $373,303 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $236,314 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $43,149 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,149 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $373,303 | QualifyingDistributionsAmt |
| Applied To Current Year | $236,314 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,989 | RemainingDistriFromCorpusAmt |
| Total Corpus | $180,138 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $180,138 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $43,149 | ExcessFromYear1Amt |
| Excess From Current Year | $136,989 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Elaine W Lovell | ContributingManagerNm |
| Contributing Manager | Jeffrey D Lovell | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5430 FOUNDATION | |||||||
| 16217 KITTRIDGE ST | VAN NUYS | CA | 91406 | N/A | PC | General & Unrestricted | $100,000 |
| BEAVER CREEK CHAPEL ENDOWMENT FOUNDATION | |||||||
| PO BOX 1781 | EAGLE | CO | 81631 | N/A | SO III FI | General & Unrestricted | $1,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Men's Water Polo Program | $1,000 |
| FIRST LIBERTY INSTITUTE | |||||||
| 2001 W PLANO PKWY STE 1600 | PLANO | TX | 75075 | N/A | PC | General & Unrestricted | $10,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | N/A | PC | General & Unrestricted | $5,000 |
| INDIAN RIVER HOSPITAL FOUNDATION INC | |||||||
| PO BOX 128 | VERO BEACH | FL | 32961 | N/A | SO I | General & Unrestricted | $10,000 |
| JOHN'S ISLAND FOUNDATION INC | |||||||
| 6001 HWY A1A PMB 8323 | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | General & Unrestricted | $1,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| 4445 N HWY A1A SUITE 234 | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $6,000 |
| LIFE TRAINING INSTITUTE | |||||||
| 2201 CHARLIE B JOHNSTON RD | NEWNAN | GA | 30263 | N/A | PC | General & Unrestricted | $2,500 |
| PATH VALLEY HISTORICAL SOCIETY INCORPORATED | |||||||
| PO BOX 171 | SPRING RUN | PA | 17262 | N/A | PC | General & Unrestricted | $1,000 |
| PENINSULA COMMITTEE CHILDRENS HOSPITAL | |||||||
| PO BOX 801 | PLS VRDS EST | CA | 90274 | N/A | PC | Charitable Event | $2,500 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Hurricane Helene Relief | $5,000 |
| SIGMA NU EDUCATIONAL FOUNDATION INC | |||||||
| PO BOX 1869 | LEXINGTON | VA | 24450 | N/A | PC | General & Unrestricted | $1,000 |
| SMALL CHAMPIONS INC | |||||||
| PO BOX 4691 | VAIL | CO | 81658 | N/A | PC | Charitable Event | $5,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $5,000 |
| THE BEAVER CREEK RELIGIOUS FOUNDATION | |||||||
| PO BOX 1781 | EAGLE | CO | 81631 | N/A | PC | General & Unrestricted | $1,000 |
| THE LEARNING ALLIANCE INC | |||||||
| 2066 14TH AVE STE 102 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | Athletic Director's Discretionary Fund | $100,000 |
| VAIL HEALTH SERVICES FOUNDATION | |||||||
| PO BOX 1529 | VAIL | CO | 81658 | N/A | PC | General & Unrestricted | $25,000 |
| VAIL VALLEY FOUNDATION INC | |||||||
| PO BOX 6550 | AVON | CO | 81620 | N/A | PC | General & Unrestricted | $12,000 |
| VAIL VETERANS FOUNDATION INC | |||||||
| PO BOX 6473 | VAIL | CO | 81658 | N/A | PC | General & Unrestricted | $5,000 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | Director's Gold Society and Athena Society members | $10,000 |
| VILAR PERFORMING ARTS CENTER INC | |||||||
| PO BOX 3822 | AVON | CO | 81620 | N/A | PC | Charitable Event | $5,000 |
| VILAR PERFORMING ARTS CENTER INC | |||||||
| PO BOX 3822 | AVON | CO | 81620 | N/A | PC | General & Unrestricted | $10,000 |
| WESTCOAST SPORTS ASSOCIATES INC | |||||||
| 8939 S SEPULVEDA BLVD STE 110 | LOS ANGELES | CA | 90045 | N/A | PC | General & Unrestricted | $5,000 |
| WINDHORSE GUILD INC | |||||||
| 1128 PINE ST | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $1,000 |
| WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | SO I | General & Unrestricted | $5,000 |
| YOUNG LIFE | |||||||
| PO BOX 5184 | HARLAN | IA | 51593 | N/A | PC | CO-135 Vail Valley | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,000 | 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 | $2,808 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,581 | 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 | $539,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $646,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $646,271 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Elaine and Jeffrey Lovell | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 SurfsEdge Way 305 | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,422,277 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | APPLE INC AAPL, 1000 sh. | $230,355 | 2024-09-20 |
| 1 | TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 1000 sh. | $186,565 | 2024-09-26 |
| 1 | FAIR ISSAC & CO INC FICO, 100 sh. | $191,930 | 2024-09-26 |
| 1 | NOVO NORDISK A S NVO, 2000 sh. | $240,040 | 2024-10-11 |
| 1 | INTERACTIVE BROKERS GROUP, INC IBKR, 1000 sh. | $150,155 | 2024-10-11 |
| 1 | TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 1000 sh. | $189,750 | 2024-10-11 |
| 1 | FERRARI NV RACE, 500 sh. | $233,483 | 2024-10-11 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARISTOTLE VALUE EQUITY FUND CL | $456,800 | $439,403 |
| AVANTIS EMERGING MKTS EQUITY | $299,899 | $294,009 |
| CAUSEWAY INTERNATIONAL VALUE F | $273,428 | $260,078 |
| EDGEWOOD GROWTH FUND INSTI | $236,005 | $218,377 |
| GOLDMAN SACHS GQG PARTNERS INT | $222,157 | $196,763 |
| GQG PARTNERS EMERGING MARKETS | $233,539 | $215,279 |
| HARTFORD DIVIDEND & GROWTH CL | $320,227 | $294,389 |
| ISHARES CORE MSCI EAFE ETF | $562,483 | $542,070 |
| ISHARES CORE MSCI EMERGING MAR | $259,589 | $245,100 |
| ISHARES RUSSELL MIDCAP G IN FD | $308,343 | $336,244 |
| ISHARES RUSSELL MIDCAP VALUE | $33,901 | $33,778 |
| ISHARES S&P 500 INDEX FD | $441,371 | $523,486 |
| ISHARES TRUST RUSSELL 1000 GRO | $935,279 | $1,153,110 |
| ISHARES TRUST RUSSELL 1000 VAL | $594,303 | $609,033 |
| NUANCE MID CAP VALUE FD | $133,482 | $130,786 |
| VANGUARD FTSE DEVELOPED MARKET | $131,999 | $128,664 |
| VANGUARD GROWTH ETF | $24,636 | $24,626 |
| VANGUARD VALUE ETF | $145,038 | $144,582 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $23,256 | $23,256 |
| Postage/Delivery Service | $47 | $47 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $49,220 | Amt |
| Net Investment Income | $49,220 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elaine and Jeffrey Lovell | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 SurfsEdge Way 305 | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $800 |
| 990-PF Extension for 2023 | $2,400 |