EDWARD E HADDOCK JR FAMILY FOUNDATION: Form 990PF, tax year 2020
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- Organization
- EDWARD E HADDOCK JR FAMILY FOUNDATION (EIN 26-3929999)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202103189349100180
- Schema version
- 2020v4.1
- 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
- Schedule B
- 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
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T20:03:32-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-11-11 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,547,382 | 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 | $32,125 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $89,675 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89,675 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,192,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,192,713 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,620,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,473,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $93,067 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $221,438 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $152,588 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$2,213,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,503,826 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $152,588 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,264 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $160,264 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $259,271 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,673 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $257,598 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $67,439 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $140 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,299 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,887 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $17,478 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,409 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,566 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,239 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,327 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,436 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $21,012 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,698 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $373 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $105,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $561 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $346 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $266 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $52,109 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,669 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $79,398 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $34,916 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $44,482 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,400 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $304 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,096 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,562 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $6,562 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $350,792 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,732 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $92,958 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $253,866 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,203,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $152,588 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $865,867 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $686,045 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $686,045 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,889,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $152,588 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,551,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,102,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,467,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,561,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,187,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,187,736 | 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 | $105,368 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $105,368 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $105,368 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $105,368 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $20,529,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,873,764 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,383,137 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,588,921 | CorporateBondsBOYAmt |
| Invst Land Cost Or Other Basis | $75,506 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $65,909 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $18,266 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $9,597 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $9,597 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $1,443,919 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,432,110 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,432,110 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,010,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,520,691 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,936,337 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,459,818 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $144,654 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,358,604 | LandBOYAmt |
| Land EOY | $2,315,164 | LandEOYAmt |
| Land EOYFMV | $2,410,672 | LandEOYFMVAmt |
| Other Assets EOY | $80,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $80,510 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,618,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,526,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,547,382 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $43,618,828 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,526,845 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,618,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,526,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,618,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,526,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,618,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,102,483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,500 | OtherIncreasesAmt |
| Subtotal | $39,526,845 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,526,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $24,473,289 | $28,094,141 | -$3,620,852 | -$3,620,852 |
| Passthrough K1 Capital Gain/(Loss) | $70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,620,782 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,400 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,400 | SubtotalAmt |
| Tax Based On Investment Income | $20,400 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $21,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $790 | OverpaymentAmt |
| Applied To ES Tax | $790 | 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 |
|---|---|---|---|---|---|---|---|---|
| Edward E Haddock III | ||||||||
| 15 N Eola Drive | Orlando | FL | 32801 | Pres, Dir, Sec | 40.0 | $160,264 | $10,785 | $0 |
| Edward E Haddock Jr | ||||||||
| 15 N Eola Drive | Orlando | FL | 32801 | Chairman, Dir | 1.5 | $0 | $0 | $0 |
| Edith K Haddock | ||||||||
| 15 N Eola Drive | Orlando | FL | 32801 | Dir | 1.5 | $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 |
|---|---|---|---|---|---|---|---|
| JACQUELYN ZINCK | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | DIR. JUSTICE STRATEG | 40.0 | $86,853 | $1,743 |
| Demetrius Summerville | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | DIR. CMTY ENGAGEMENT | 40.0 | $84,290 | $11,904 |
| AMY WOELBERN | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | EXEC ASST & OFF MGR | 40.0 | $72,248 | $10,467 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $85,250 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION HUB - TO BRING TOGETHER LOCAL NON-PROFITS TO BETTER THE ORLANDO, FL COMMUNITY | Description1Txt |
| Expenses1 | $118,157 | Expenses1Amt |
| Description2 | PARRAMORE KIDZ ZONE - ACADEMIC ENRICHMENT AFTER SCHOOL PROGRAM TO BRIDGE THE ACHIEVEMENT GAP OF YOUTH IN AND AROUND KALEY SQUARE | Description2Txt |
| Expenses2 | $35,251 | Expenses2Amt |
| Description3 | LITTLE LEAGUE DOCUMENTARY - MOVIE PROJECT FOR "LONG TIME COMING" - RACIAL SEGREGATION MOVIE DEVELOPMENT | Description3Txt |
| Expenses3 | $5,195 | Expenses3Amt |
| Description4 | CYCLES AND SPROUTS - COMMUNITY-BASED EDUCATION PROGRAM TEACHING RESIDENTS IN AND AROUND KALEY SQUARE ABOUT NUTRITION, HEALTH, AND ENTREPRENEURSHIP. | Description4Txt |
| Expenses4 | $6,193 | Expenses4Amt |
| 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 | $21,220,604 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,638,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,225,795 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,085,070 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,085,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $541,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,543,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,777,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,777,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,400 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,400 | TotalTaxAmt |
| Distributable Before Adj | $1,756,790 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,767,290 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,767,290 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,551,912 | 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 | $1,551,912 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,551,912 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,767,290 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $680,842 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $119,926 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $280,666 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,060 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,155,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,551,912 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $24,383 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,527,529 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $239,761 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $239,761 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $940,116 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $24,383 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $915,733 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $441,081 | ExcessFromYear4Amt |
| Excess From Year3 | $119,926 | ExcessFromYear3Amt |
| Excess From Year2 | $280,666 | ExcessFromYear2Amt |
| Excess From Year1 | $74,060 | ExcessFromYear1Amt |
| 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARRABON | |||||||
| 8280 GREENSBORO DR STE 140 | MCLEAN | VA | 22102 | N/A | PC | General & Unrestricted | $25,000 |
| ASSOCIATION TO PRESERVE AFRICAN AMERICAN SOCIETY H | |||||||
| 511 W S ST | ORLANDO | FL | 32805 | N/A | PC | General & Unrestricted | $5,000 |
| BEARS WHO CARE INCORPORATED | |||||||
| 14102 ALDFORD DR | WINTER GARDEN | FL | 34787 | N/A | PC | General & Unrestricted | $1,000 |
| CENTRAL FLORIDA ZOOLOGICAL SOCIETY INC | |||||||
| PO BOX 470309 | LAKE MONROE | FL | 32747 | N/A | PC | Emergency Operations Fund | $13,020 |
| CHINA PARTNERSHIP | |||||||
| PO BOX 588 | METUCHEN | NJ | 08840 | N/A | PC | General & Unrestricted | $1,000 |
| CHRIST UNITED FELLOWSHIP ORLANDO | |||||||
| 1030 W KALEY AVE | ORLANDO | FL | 32805 | N/A | PC | General & Unrestricted | $25,000 |
| COMMONSENSE CHILDBIRTH INC | |||||||
| 213 S DILLARD ST STE 340 | WINTER GARDEN | FL | 34787 | N/A | PC | General & Unrestricted | $25,000 |
| CREW BOOSTERS OF WINTER PARK INC | |||||||
| PO BOX 1003 | WINTER PARK | FL | 32790 | N/A | PC | For a new Pontoon Boat | $1,500 |
| EDWARD E HADDOCK JR FAMILY OPERATING FOUNDATION | |||||||
| 3300 UNIVERSITY BLVD SUITE 21 | WINTER PARK | FL | 32792 | N/A | POF | Expenditure Responsibility Grant | $50,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $10,000 |
| FLORIDA COLLEGIATE SUMMER LEAGUE INC | |||||||
| 477 COMMERCE WAY STE 115 | LONGWOOD | FL | 32750 | N/A | PC | General & Unrestricted | $500 |
| FRONT PORCH INC | |||||||
| 1000 COOK DR SE | WASHINGTON | DC | 20032 | N/A | PC | General & Unrestricted | $20,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | Georgetown Entrepreneurship Program | $1,500 |
| GORDON CONWELL THEOLOGICAL SEMINARY INC | |||||||
| 130 ESSEX ST | S HAMILTON | MA | 01982 | N/A | PC | Partnership Program | $1,500 |
| HUMAN TRAFFICKING INSTITUTE | |||||||
| 2701 PROSPERITY AVE STE 405 | FAIRFAX | VA | 22031 | N/A | PC | General & Unrestricted | $5,000 |
| INSTITUTE FOR SPORT AND SOCIAL JUSTICE INC | |||||||
| C/O UCF 4336 SCORPIOUS ST | ORLANDO | FL | 32816 | N/A | PC | General & Unrestricted | $15,000 |
| JOHN M PERKINS FOUNDATION FOR RECONCILIATION AND D | |||||||
| 1831 ROBINSON ST | JACKSON | MS | 39209 | N/A | PC | General & Unrestricted | $10,000 |
| LABRADOR RETRIEVER RESCUE OF FLORIDA INC | |||||||
| 1950 NE 6 ST RM/STE 10365 | POMPANO BEACH | FL | 33060 | N/A | PC | General & Unrestricted | $100 |
| LIFEWORK LEADERSHIP ORLANDO INC | |||||||
| 1220 E CONCORD ST | ORLANDO | FL | 32803 | N/A | PC | Charitable Event | $2,500 |
| LYMAN LEARNING INSTITUTE INC | |||||||
| 1870 STATE RD 436 | WINTER PARK | FL | 32792 | N/A | PC | General & Unrestricted | $500 |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | N/A | PC | General & Unrestricted | $3,000 |
| NAP FORD COMMUNITY SCHOOL INC | |||||||
| PO BOX 2031 | ORLANDO | FL | 32802 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC | |||||||
| 11625 RAINWATER DR STE 500 | ALPHARETTA | GA | 30009 | N/A | PC | The Open Gate Foundation Fund | $10,000 |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC - NAT | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | N/A | PC | The Open Gate Foundation Fund | $10,000 |
| ORLANDO HEALTH FOUNDATION INC | |||||||
| 3160 SOUTHGATE COMMERCE BLVD STE 50 | ORLANDO | FL | 32806 | N/A | PC | Child Life at Arnold Palmer Hospital for Children | $100 |
| OUTDOOR AFRO | |||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $10,000 |
| PILGRIM BAPTIST CHURCH | |||||||
| 1900 WHITCOMB ST | RICHMOND | VA | 23223 | N/A | PC | General & Unrestricted | $5,000 |
| POLIS INSTITUTE INC | |||||||
| PO BOX 560531 | ORLANDO | FL | 32856 | N/A | PC | General & Unrestricted | $15,605 |
| RED VERSES INC | |||||||
| 2753 RUNNING SPRINGS LOOP | OVIEDO | FL | 32765 | N/A | PC | General & Unrestricted | $2,500 |
| REFORMED THEOLOGICAL SEMINARY | |||||||
| 5422 CLINTON BLVD | JACKSON | MS | 39209 | N/A | PC | The Edmiston Center | $20,000 |
| REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS | |||||||
| 1156 15TH ST NW STE 1020 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,000 |
| SIMEON RESOURCE AND DEVELOPMENT CENTER FOR MEN INC | |||||||
| 1201 20TH ST | ORLANDO | FL | 32805 | N/A | PC | General & Unrestricted | $5,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $2,000 |
| SUMMERHILL COMMUNITY MINISTRIES INC | |||||||
| PO BOX 160294 | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $5,000 |
| THE 4R FOUNDATION INC | |||||||
| 210 N PARK AVE | WINTER PARK | FL | 32789 | N/A | PC | Designate for COVID-19 Food Distribution | $5,500 |
| THE MONARCH LEARNING ACADEMY INC | |||||||
| 1914 EDGEWATER DR | ORLANDO | FL | 32804 | N/A | PC | General & Unrestricted | $2,200 |
| THE NATURE CONSERVANCY | |||||||
| 2500 MAITLAND CENTER PKWY STE 311 | MAITLAND | FL | 32751 | N/A | PC | General & Unrestricted | $50,000 |
| THE NATURE CONSERVANCY | |||||||
| 2500 MAITLAND CENTER PKWY STE 311 | MAITLAND | FL | 32751 | N/A | PC | Oceans Program | $200 |
| THE NATURE CONSERVANCY | |||||||
| 250 LAWRENCE HILL RD | COLD SPRING HARBOR | NY | 11724 | N/A | PC | General & Unrestricted | $2,500 |
| THE PREEMPTIVE LOVE COALITION | |||||||
| 1300 DARBYTON DR | HEWITT | TX | 76643 | N/A | PC | WorkWell program | $50,000 |
| THE TELOS GROUP INC | |||||||
| PO BOX 70872 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $5,200 |
| UNITED ABOLITIONISTS INC | |||||||
| 1199 CLAY ST | ORLANDO | FL | 32853 | N/A | PC | rent fund for closet space at Kaley Square | $720 |
| UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION | |||||||
| 580 MASSIE RD | CHARLOTTESVILLE | VA | 22903 | N/A | PC | General & Unrestricted | $1,000 |
| VALENCIA COLLEGE FOUNDATION INC | |||||||
| 1768 PARK CENTER AVE | ORLANDO | FL | 32835 | N/A | PC | designated to the Gus Henderson Scholarship Fund | $5,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | General & Unrestricted | $200 |
| ALLEGRO ORGANIZATIONAL SOLUTIONS INC | |||||||
| 5535 MEMORIAL DR STE F- 811 | HOUSTON | TX | 77007 | N/A | PC | For the film "From the Ground Up" project | $10,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3600 WILSHIRE BLVD STE 1810 | LOS ANGELES | CA | 90010 | N/A | PC | For the film "Clarkston" project | $40,000 |
| INTERNATIONAL LEAGUE OF CONSERVATION PHOTOGRAPHERS | |||||||
| 4600 N FAIRFAX DR | ARLINGTON | VA | 22203 | N/A | PC | Path of the Panther Film Project | $200,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $686,045 | 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 | $89,675 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,192,713 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,620,782 | 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 | -$150,992 | 14 | $4,014 | |
| Federal Tax Refund | 01 | $18,925 | |||
| INTEREST INCOME FROM MORTGAGE RECEIVABLE | 14 | $68,532 | |||
| INCOME FROM SUBLEASE | $72,382 | ||||
| RENTAL INCOME | $76,510 | ||||
| EXEMPT FUNCTION INCOME | $3,696 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$150,992 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$2,246,923 | ExclusionAmt |
| Related Or Exempt Function Incm | $152,588 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,245,327 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CITY OF ORLANDO FAMILIES PARKS AN | ||||||
| 1 | 595 NORTH PRIMROSE DRIVE | ORLANDO | FL | 32803 | $10,000 | Yes (X) |
| ORLANDO COMMUNITY YOUTH TRUST IN | ||||||
| 2 | 595 PRIMROSE DR | ORLANDO | FL | 32803 | $21,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bookkeeping | $5,135 | $338 | $4,797 |
| General Consultations | $3,431 | $901 | $2,530 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTERS-(2) MACS | 2018-04-19 | $7,256 | $2,418 | SL | 5 | $1,451 | ||
| COMPUTER-2019 MAC | 2019-01-24 | $1,491 | $273 | SL | 5 | $298 | ||
| JAXSON-MEDIA EASEL | 2013-11-14 | $1,458 | $1,283 | SL | 7 | $175 | $175 | $0 |
| 10 X 14 KAZAK RUG | 2013-10-15 | $6,650 | $5,938 | SL | 7 | $712 | $712 | $0 |
| RED CHOBI RUG | 2013-09-05 | $4,957 | $4,484 | SL | 7 | $473 | $473 | $0 |
| FRENCH OAK BUFFET | 2013-12-05 | $1,975 | $1,716 | SL | 7 | $259 | $259 | $0 |
| 1920 OAK ARMCHAIR | 2013-08-12 | $459 | $423 | SL | 7 | $36 | $36 | $0 |
| OAK CONFRNC TABLE | 2013-11-20 | $9,035 | $7,854 | SL | 7 | $1,181 | $1,181 | $0 |
| SLVG 1900 BOOKCASE | 2013-08-12 | $522 | $481 | SL | 7 | $41 | $41 | $0 |
| ARTWRK-ST JOHN RVR | 2013-11-04 | $758 | $666 | SL | 7 | $92 | $92 | $0 |
| SLVGD WD COFFEE TB | 2013-12-23 | $1,437 | $1,230 | SL | 7 | $207 | $207 | $0 |
| 1900 MAHOGANY CHR | 2013-08-12 | $668 | $610 | SL | 7 | $58 | $58 | $0 |
| BARCELONA ARMCHRS | 2013-09-30 | $8,307 | $7,419 | SL | 7 | $888 | $888 | $0 |
| CHESTERFIELD SOFAS | 2013-09-09 | $4,847 | $4,383 | SL | 7 | $464 | $464 | $0 |
| DINNER CHARS&TBL | 2013-08-14 | $1,473 | $1,348 | SL | 7 | $125 | $125 | $0 |
| ELOISE CHAIRS | 2013-09-09 | $3,630 | $3,287 | SL | 7 | $343 | $343 | $0 |
| FLATIRON DESK | 2013-08-14 | $2,039 | $1,867 | SL | 7 | $172 | $172 | $0 |
| CASEMENT BOOKCASE | 2013-12-23 | $1,527 | $1,308 | SL | 7 | $219 | $219 | $0 |
| CASEMENT CABINETS | 2013-12-23 | $1,437 | $1,230 | SL | 7 | $207 | $207 | $0 |
| BELVEDERE TBL LAMP | 2013-11-01 | $256 | $228 | SL | 7 | $28 | $28 | $0 |
| ALBEQUERQUE TB LMP | 2013-11-01 | $268 | $234 | SL | 7 | $34 | $34 | $0 |
| OAK SIDE TABLE | 2013-08-15 | $518 | $475 | SL | 7 | $43 | $43 | $0 |
| OAK DRWR FILE CBNT | 2013-08-12 | $1,132 | $1,039 | SL | 7 | $93 | $93 | $0 |
| RAILROAD DPT BENCH | 2013-08-12 | $2,293 | $2,104 | SL | 7 | $189 | $189 | $0 |
| REFRIGERATOR | 2013-10-28 | $3,265 | $2,874 | SL | 7 | $391 | $391 | $0 |
| REFRIGERATOR-MAIN | 2018-08-28 | $3,590 | $684 | SL | 7 | $513 | $513 | $0 |
| RUG - BLUE KAZAK | 2018-10-11 | $5,310 | $949 | SL | 7 | $759 | $759 | $0 |
| RUG - RED KAZAK | 2018-10-11 | $5,310 | $949 | SL | 7 | $759 | $759 | $0 |
| SAWYER SLIDE TABLE | 2013-08-14 | $1,158 | $1,059 | SL | 7 | $99 | $99 | $0 |
| STND GLASS TB LAMP | 2013-09-03 | $718 | $652 | SL | 7 | $66 | $66 | $0 |
| TOWSLEY FCTRY CART | 2013-08-15 | $300 | $276 | SL | 7 | $24 | $24 | $0 |
| WISTERIA TBL LAMP | 2013-09-03 | $209 | $190 | SL | 7 | $19 | $19 | $0 |
| LAND-15 N. EOLA DR | 2016-06-02 | $951,766 | L | |||||
| BLDG IMP-15 N EOLA | 2019-09-30 | $903,855 | $5,794 | SL | 39 | $23,176 | ||
| 9' X 12' KAZAK RUG | 2013-09-05 | $5,114 | $4,630 | SL | 7 | $484 | $0 | |
| CHESTERFIELD CHRS | 2013-09-09 | $3,231 | $2,926 | SL | 7 | $305 | $0 | |
| REBECCA TRUNK | 2013-08-14 | $579 | $532 | SL | 7 | $47 | $0 | |
| OAK DBLE BOOKCASE | 2013-08-15 | $595 | $545 | SL | 7 | $50 | ||
| ST.JAMES 55" DESKS | 2016-12-29 | $2,884 | $1,236 | SL | 7 | $412 | ||
| ST.JAMES 76" DESKS | 2016-12-29 | $3,948 | $1,692 | SL | 7 | $564 | ||
| BUILDING # 23010 | 2014-06-01 | $245,086 | $34,577 | SL | 39 | $6,284 | ||
| BLDG #23010 IMPROV | 2014-06-01 | $90,153 | $11,044 | SL | 39 | $2,312 | ||
| BLDG #23010 IMPROV | 2018-09-30 | $94,510 | $3,029 | SL | 39 | $2,423 | ||
| BLDG #23010 IMPROV | 2017-12-18 | $39,876 | $2,044 | SL | 39 | $1,022 | ||
| BUILDING # 28070 | 2014-06-01 | $17,364 | $2,448 | SL | 39 | $445 | ||
| BUILDING # 28080 | 2014-06-01 | $5,459 | $770 | 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 | $878 | SL | 5 | $234 | ||
| GYM EQUIPMENT | 2015-09-10 | $3,633 | $3,633 | SL | ||||
| A/C UNIT | 2016-08-08 | $8,450 | $4,124 | SL | 7 | $1,207 | ||
| CONFERENCE TABLE | 2017-02-22 | $4,187 | $1,694 | SL | 7 | $598 | ||
| STARTUP COSTS | 2014-06-01 | $29,827 | $11,100 | SL | 15 | $1,988 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD E HADDOCK JR FAMILY OPERATING FDN | ||||||||||
| 3300 UNIVERSITY BLVD SUITE 218 | WINTER PARK | FL | 32792 | 2017-11-14 | $55,000 | TO SUPPORT GENERAL OPERATING EXPENSES | $55,000 | NO | 10/8/2018, 8/1/2019, 7/31/2020 | NONE NECESSARY |
| EDWARD E HADDOCK JR FAMILY OPERATING FOU | ||||||||||
| 3300 UNIVERSITY BLVD SUITE 218 | WINTER PARK | FL | 32792 | 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 | ||||||||||
| 3300 UNIVERSITY BLVD SUITE 218 | WINTER PARK | FL | 32792 | 2020-08-12 | $50,000 | TO SUPPORT GENERAL OPERATING EXPENSES | $24,329 | NO | 4/15/2021 | none necessary |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Form 990-PF, Part XIII, Line 4c | Form 990-PF, Part XIII, Line 4c-Qualifying Distribution Made Out of Corpus | Pursuant to IRC Section 4942(h) and Treasury Regulation 53.4942(a)-3(d)(2), Edward E. Haddock, Jr. Family Foundation hereby elects to treat $24,383 of its current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. By: EDWARD E. HADDOCK, III Title: PRESIDENT |
| Form 990-PF, Part XIII, Line 7 | Form 990-PF, Part XIII, Line 7 | Edward E. Haddock, Jr. Family Foundation (the "Foundation") received grants of $24,383 in the taxable year ending December 31, 2019 from East Central Florida Regional Planning Council that had been earmarked for the Foundation's use by another private non-operating foundation. As reported in Part XIII, Line 7, the Foundation hereby elects to treat all of its 2020 qualifying distributions in excess of the prior year's undistributed income, $0, as distributions out of corpus to satisfy the distribution requirements imposed by Internal Revenue Code Section 4942(g)(3) and Treasury Regulations Section 53.4942(a)-3(c)(2) as follows: (1) $24,383 is applied to the balance of the amount received in 2019. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $35,506 | $38,279 |
| AMGEN INC | $47,525 | $45,294 |
| APPLE INC | $49,794 | $83,197 |
| AUTOMATIC DATA PROCESSING INC | $56,559 | $61,318 |
| BANK OF MONTREAL | $36,536 | $40,524 |
| BANKUNITED, INC | $1,193,736 | $1,391,200 |
| BCB BANCORP, INC. | $711,006 | $664,709 |
| BERKSHIRE HILLS BANCORP INC | $358,663 | $599,200 |
| BLACKROCK INC | $54,187 | $65,660 |
| BROOKLINE BANCORP INC DEL COM | $137,344 | $180,600 |
| CADENCE BANCORPORATION | $300,635 | $574,700 |
| CHEVRON CORP | $42,366 | $37,074 |
| CISCO SYSTEMS INC | $35,083 | $35,979 |
| CITIZENS COMMUNITY BANCORP | $274,403 | $309,592 |
| CITIZENS FINANCIAL GROUP, INC | $395,010 | $536,400 |
| CLOROX CO | $60,660 | $67,643 |
| DIGITAL RLTY TR INC | $42,835 | $39,202 |
| DOMINION ENERGY INC | $32,165 | $32,186 |
| DOW INC | $41,837 | $51,449 |
| DUKE ENERGY CO | $41,901 | $42,942 |
| EATON CORP PLC | $54,716 | $71,844 |
| ELI LILLY & CO | $50,029 | $65,679 |
| EMERSON ELECTRIC CO | $32,519 | $38,658 |
| ESSA BANCORP INC | $1,182,167 | $1,147,500 |
| FKYS | $563,664 | $615,188 |
| FLUSHING FINANCIAL CORPORATION | $1,651,786 | $1,580,799 |
| FNCB BANCORP, INC. | $969,291 | $871,859 |
| GLEN BURNIE BANCORP | $809,658 | $817,300 |
| HOME DEPOT INC | $61,657 | $71,717 |
| INTEL CORP | $55,096 | $55,998 |
| INVESTORS BANCORP, INC | $1,292,990 | $1,320,000 |
| JP MORGAN CHASE | $64,092 | $74,971 |
| KIMBERLY CLARK CORP | $43,806 | $44,494 |
| LOCKHEED MARTIN CORP | $63,844 | $62,831 |
| MICROSOFT CORP | $50,591 | $67,616 |
| NEXTERA ENERGY, INC | $25,184 | $32,403 |
| NIKE INC-CL B | $61,349 | $82,053 |
| OTTAWA BANCORP ORD SHS | $816,114 | $874,200 |
| PARTNERS BANCORP | $613,542 | $650,000 |
| PEPSICO INC | $37,510 | $40,931 |
| PFIZER INC | $43,362 | $45,239 |
| PHILIP MORRIS INTL | $40,745 | $43,134 |
| PREMIER FINANCIAL BANCORP | $521,353 | $531,600 |
| PROCTER GAMBLE CO | $28,525 | $33,811 |
| REGIONS FINANCIAL CORP | $1,328,383 | $1,450,800 |
| SYNOVUS FINL CP | $1,023,364 | $1,294,800 |
| TRUIST FINANCIAL CORPORATION | $47,708 | $50,374 |
| UNION PACIFIC | $35,657 | $45,808 |
| UNITED PARCEL SERVICE | $49,997 | $65,339 |
| US BANCORP | $58,023 | $65,832 |
| VALERO ENERGY CORP | $44,091 | $40,674 |
| VERIZON COMMUNICATIONS | $57,998 | $59,984 |
| VIATRIS ORD SHS | $20,992 | $22,788 |
| VISA INC | $33,391 | $38,278 |
| WEYERHAEUSER CO | $92,819 | $111,487 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| JAXSON-MEDIA EASEL | $1,458 | $1,458 | $0 | |
| 10 X 14 KAZAK RUG | $6,650 | $6,650 | $0 | |
| RED CHOBI RUG | $4,957 | $4,957 | $0 | |
| FRENCH OAK BUFFET | $1,975 | $1,975 | $0 | |
| 1920 OAK ARMCHAIR | $459 | $459 | $0 | |
| OAK CONFRNC TABLE | $9,035 | $9,035 | $0 | |
| SLVG 1900 BOOKCASE | $522 | $522 | $0 | |
| ARTWRK-ST JOHN RVR | $758 | $758 | $0 | |
| SLVGD WD COFFEE TB | $1,437 | $1,437 | $0 | |
| 1900 MAHOGANY CHR | $668 | $668 | $0 | |
| BARCELONA ARMCHRS | $8,307 | $8,307 | $0 | |
| CHESTERFIELD SOFAS | $4,847 | $4,847 | $0 | |
| DINNER CHARS&TBL | $1,473 | $1,473 | $0 | |
| ELOISE CHAIRS | $3,630 | $3,630 | $0 | |
| FLATIRON DESK | $2,039 | $2,039 | $0 | |
| CASEMENT BOOKCASE | $1,527 | $1,527 | $0 | |
| CASEMENT CABINETS | $1,437 | $1,437 | $0 | |
| BELVEDERE TBL LAMP | $256 | $256 | $0 | |
| ALBEQUERQUE TB LMP | $268 | $268 | $0 | |
| OAK SIDE TABLE | $518 | $518 | $0 | |
| OAK DRWR FILE CBNT | $1,132 | $1,132 | $0 | |
| RAILROAD DPT BENCH | $2,293 | $2,293 | $0 | |
| REFRIGERATOR | $3,265 | $3,265 | $0 | |
| REFRIGERATOR-MAIN | $3,590 | $1,197 | $2,393 | $2,393 |
| RUG - BLUE KAZAK | $5,310 | $1,708 | $3,602 | $3,602 |
| RUG - RED KAZAK | $5,310 | $1,708 | $3,602 | $3,602 |
| SAWYER SLIDE TABLE | $1,158 | $1,158 | $0 | |
| STND GLASS TB LAMP | $718 | $718 | $0 | |
| TOWSLEY FCTRY CART | $300 | $300 | $0 | |
| WISTERIA TBL LAMP | $209 | $209 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE GSO SECURED LENDING | $1,810,000 | $1,804,425 |
| ENERGY TRANSFER LP | $1,709,174 | $2,101,200 |
| AG AMERICA LENDING FUND, LLC | $5,001,517 | $5,030,712 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTERS-(2) MACS | $7,256 | $3,869 | $3,387 | $3,387 |
| COMPUTER-2019 MAC | $1,491 | $571 | $920 | $920 |
| LAND-15 N. EOLA DR | $951,766 | $951,766 | $951,766 | |
| BLDG IMP-15 N EOLA | $903,855 | $28,970 | $874,885 | $903,855 |
| 9' X 12' KAZAK RUG | $5,114 | $5,114 | $0 | |
| CHESTERFIELD CHRS | $3,231 | $3,231 | $0 | |
| REBECCA TRUNK | $579 | $579 | $0 | |
| OAK DBLE BOOKCASE | $595 | $595 | $0 | |
| ST.JAMES 55" DESKS | $2,884 | $1,648 | $1,236 | $1,236 |
| ST.JAMES 76" DESKS | $3,948 | $2,256 | $1,692 | $1,692 |
| BUILDING # 23010 | $245,086 | $40,861 | $204,225 | $245,086 |
| BLDG #23010 IMPROV | $90,153 | $13,356 | $76,797 | |
| BLDG #23010 IMPROV | $94,510 | $5,452 | $89,058 | $224,539 |
| BLDG #23010 IMPROV | $39,876 | $3,066 | $36,810 | |
| BUILDING # 28070 | $17,364 | $2,893 | $14,471 | $17,364 |
| BUILDING # 28080 | $5,459 | $910 | $4,549 | $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 | $1,112 | $59 | $59 |
| GYM EQUIPMENT | $3,633 | $3,633 | $0 | |
| A/C UNIT | $8,450 | $5,331 | $3,119 | $3,119 |
| CONFERENCE TABLE | $4,187 | $2,292 | $1,895 | $1,895 |
| STARTUP COSTS | $29,827 | $13,088 | $16,739 | $16,739 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Document Review/Drafting | $12,531 | $12,531 | |
| General Consultations | $9,356 | $4,947 | $4,409 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ORIGINAL 'I AM A MAN' POSTER | $10,000 | $10,000 |
| LAKE LORNA DOONE PARK STATUE | $70,500 | $70,500 |
| SALVAGE ITEMS | $10 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Administrative Fees | $85,250 | $85,250 | ||
| Bank Charges | $964 | $964 | ||
| Cell Phone Expense | $3,015 | $3,015 | ||
| Computers/Electronic Devices | $3,351 | $3,351 | ||
| Equipment Maintenance | $7,647 | $5,552 | $2,095 | |
| Equipment/Furniture Purchase | $8,976 | $1,308 | $7,668 | |
| Foundation Dues & Memberships | $615 | $615 | ||
| K-1 Exp ENERGY TRANSFER LP | $3,004 | $2,768 | ||
| DIGITAL SUBSCRIPTIONS | $1,889 | $1,889 | ||
| EQUIPMENT RENTAL | $1,451 | $1,061 | $390 | |
| Office Supplies | $8,970 | $6,941 | $2,029 | |
| Payroll Processing Fees | $6,391 | $6,383 | $8 | |
| Postage/Delivery Service | $9,579 | $9,572 | $7 | |
| State or Local Filing Fees | $2,650 | $2,204 | $446 | |
| Storage Fee | $1,413 | $1,413 | ||
| Training & Professional Develo | $187 | $187 | ||
| Website Hosting/Support | $3,254 | $3,189 | $65 | |
| FDN CREDIT CARD FEES | $35 | $35 | ||
| INSURANCE EXPENSE | $100 | $100 | ||
| PROPERTY INSURANCE | $23,850 | $11,691 | $12,159 | |
| PROPERTY MAINTENANCE | $74,915 | $36,230 | $38,685 | |
| RENOVATIONS & IMPROVEMENTS | $103,286 | $73,880 | $29,406 |
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 | -$146,978 | $4,014 | |
| Federal Tax Refund | $18,925 | ||
| INTEREST INCOME FROM MORTGAGE RECEIVABLE | $68,532 | $68,532 | |
| INCOME FROM SUBLEASE | $72,382 | $72,382 | $72,382 |
| RENTAL INCOME | $76,510 | $76,510 | $76,510 |
| EXEMPT FUNCTION INCOME | $3,696 | $3,696 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $10,500 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECT CURRENT MEDIA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $50,000 | LoanOriginalAmt |
| Balance Due | $105,368 | BalanceDueAmt |
| Note | 2014-04 | NoteDt |
| Loan Maturity | 2019-04 | LoanMaturityDt |
| Repayment Terms | PRINCIPAL AND INTEREST COMPOUNDED MONTHLY | RepaymentTermsTxt |
| Interest | 5. | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | INVESTMENT | LoanPurposeTxt |
| Lender Consideration | NONE | LenderConsiderationDesc |
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 | $5,726 | $5,726 | ||
| BROKER COMMISSION FEES | $2,500 | $2,500 | ||
| PROPERTY MANAGEMENT | $34,395 | $21,241 | $13,154 | |
| SURVEY SERVICES | $5,000 | $3,657 | $1,343 | |
| SUBCONTRACTOR SERVICES | $14,139 | $14,139 | ||
| STRUCTURAL & ENGINEERING SVCS | $11,475 | $8,393 | $3,082 | |
| MARKETING SERVICES | $5,000 | $1,741 | $3,259 | |
| INSPECTION SERVICES | $201 | $27 | $174 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 990-PF Estimated Tax for 2020 | $21,200 | |||
| 990-PF Excise Tax for 2019 | $3,954 | |||
| 990-PF Extension for 2019 | $79,412 | |||
| Foreign Tax Paid | $561 | $561 | ||
| PROPERTY TAXES | $612 | $346 | $266 |
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 | EXPENDITURE RESPONSIBILITY GRANT | Desc |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |