EDWARD E HADDOCK JR FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD E HADDOCK JR FAMILY FOUNDATION (EIN 26-3929999)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349107606
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- 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 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 | 2020-11-16T20:11:17-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 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 | EDWARD E HADDOCK III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203215000092 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F156FF5FB8B774246289E6D84631A27D943D5420 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,552,102 | 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 | $93,008 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $262,282 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $262,282 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $484,704 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $484,704 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,929,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,563,391 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $425,030 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $411,120 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $153,541 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,401,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,721,497 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $153,541 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,148 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,148 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $241,672 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $14,219 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $227,453 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,375 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $1,106 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $40,269 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,588 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,191 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $9,062 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,335 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $65 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,083 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,047 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $227,517 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,941 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $21,986 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $203,590 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $725 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $125,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $191 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $489 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $624 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $37,633 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,787 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $166,647 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $70,745 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $95,902 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,638 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $229 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,409 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,262 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $13 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $571 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,678 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $199,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $33,051 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $164,978 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,168,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $153,541 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $845,433 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $795,851 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $795,851 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,964,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $153,541 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,641,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$562,794 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,703,308 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,209,939 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,561,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,561,914 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,915 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,500 | 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 | $7,172,863 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $105,368 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $105,368 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $23,588,724 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,529,921 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,400,159 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $6,588,921 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,588,921 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $75,506 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $57,240 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $29,053 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $18,266 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $18,266 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans EOY | $1,443,919 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,443,919 | MortgageLoansEOYFMVAmt |
| Other Investments EOY | $1,010,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,013,319 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,459,818 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $101,214 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,179,823 | LandBOYAmt |
| Land EOY | $2,358,604 | LandEOYAmt |
| Land EOYFMV | $2,418,311 | LandEOYFMVAmt |
| Other Assets EOYFMV | $10 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,187,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,618,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,552,102 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,280 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $6,280 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $44,181,622 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,618,828 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,181,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,618,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,187,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,618,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,181,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$562,794 | ExcessRevenueOverExpensesAmt |
| Subtotal | $43,618,828 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $43,618,828 | 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 | $20,929,110 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,365,719 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,563,391 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,563,391 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,563,391 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,769,675 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,913,314 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08462 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $851,322 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,606,528 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058284 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,459,744 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,500,197 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.126139 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,078,489 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,120,825 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056404 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $944,902 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,353,949 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048822 | DistributionYr5Rt |
| Total Distribution | 0.374269 | TotalDistributionRt |
| Average Distribution | 0.074854 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,301,940 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,867,053 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87,033 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,954,086 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,846,912 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174,066 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $174,066 | SubtotalAmt |
| Tax Based On Investment Income | $174,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $79,412 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $170,112 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,954 | 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 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Edward E Haddock III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Sec | 40.0 | $43,148 | $3,890 | $0 |
| Edward E Haddock Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman, Dir | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 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 OF SOCIAL IMPACT | 40.0 | $95,593 | $3,909 |
| AMY WOELBERN | |||||||
| 15 N Eola Dr | Orlando | FL | 32801 | Executive Assistant | 40.0 | $77,968 | $4,828 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $85,100 |
| Carta Contracting LLC | |||||
| 6418 Milner Blvd | ORLANDO | FL | 32809 | Construction | $160,225 |
| Edition One Group LLC | |||||
| 2080 Second St | BERKELEY | CA | 94710 | Book Production | $55,625 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KALEY SQUARE - TO REVITALIZE THE KALEY SQUARE COMMUNITY CENTER IN ORLANDO, FL | Description1Txt |
| Expenses1 | $261,649 | Expenses1Amt |
| Description2 | LITTLE LEAGUE DOCUMENTARY - MOVIE PROJECT FOR "LONG TIME COMING" - RACIAL SEGREGATION MOVIE DEVELOPMENT | Description2Txt |
| Expenses2 | $146,971 | Expenses2Amt |
| Description3 | FOUNDATION HUB - TO BRING TOGETHER LOCAL NON-PROFITS TO BETTER THE ORLANDO, FL COMMUNITY | Description3Txt |
| Expenses3 | $124,604 | Expenses3Amt |
| Description4 | PARRAMORE KIDZ ZONE - ACADEMIC ENRICHMENT AFTER SCHOOL PROGRAM TO BRIDGE THE ACHIEVEMENT GAP OF YOUTH IN AND AROUND KALEY SQUARE | Description4Txt |
| Expenses4 | $46,943 | 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 | $22,586,158 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,793,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,505,440 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,885,218 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,885,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $583,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,301,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,915,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,915,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174,066 | TotalTaxAmt |
| Distributable Before Adj | $1,741,031 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $31,821 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,772,852 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,772,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,641,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $205,628 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,846,912 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,846,912 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,772,852 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $680,842 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $119,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $280,666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,081,434 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,846,912 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,772,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,060 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,155,494 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,155,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $680,842 | ExcessFromYear3Amt |
| Excess From Year2 | $119,926 | ExcessFromYear2Amt |
| Excess From Year1 | $280,666 | ExcessFromYear1Amt |
| Excess From Current Year | $74,060 | ExcessFromCurrentYearAmt |
| 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS IN CHRISTIAN TESTIMONY | |||||||
| PO BOX 1649 | BRENTWOOD | TN | 37024 | N/A | PC | Arrabon Other Organization | $1,000 |
| BEARS WHO CARE INCORPORATED | |||||||
| 14102 ALDFORD DR | WINTER GARDEN | FL | 34787 | N/A | PC | General & Unrestricted | $500 |
| BROTHERS REACHING OUT INC | |||||||
| 3480 POLYNESIAN ISLE BLVD | KISSIMMEE | FL | 34746 | N/A | PC | Charitable Event | $1,000 |
| CAPTAINS FOR CLEAN WATER INC | |||||||
| 2031 JACKSON ST | 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 | $2,000 |
| CHANGE EVERYTHING INITIATIVE INC | |||||||
| 255 S ORANGE AVE STE 104 | ORLANDO | FL | 32801 | N/A | PC | Project Opioid | $2,500 |
| CHINA PARTNERSHIP | |||||||
| PO BOX 588 | METUCHEN | NJ | 08840 | N/A | PC | General & Unrestricted | $1,000 |
| CORACLE | |||||||
| 2883 QUICKSBURG RD | QUICKSBURG | VA | 22847 | N/A | PC | General & Unrestricted | $1,000 |
| CORACLE | |||||||
| 2883 QUICKSBURG RD | QUICKSBURG | VA | 22847 | N/A | PC | The Repentance Project | $2,200 |
| CORACLE | |||||||
| 2883 QUICKSBURG RD | QUICKSBURG | VA | 22847 | N/A | PC | The Repentance Project | $1,500 |
| CREW BOOSTERS OF WINTER PARK INC | |||||||
| PO BOX 1003 | WINTER PARK | FL | 32790 | N/A | PC | General & Unrestricted | $1,500 |
| DESIRE STREET MINISTRIES | |||||||
| PO BOX 105603 82418 | ATLANTA | GA | 30348 | N/A | PC | General & Unrestricted | $5,000 |
| EDWARD E HADDOCK JR FAMILY OPERATING FOUNDATION | |||||||
| 3300 UNIVERSITY BLVD STE 21 | WINTER PARK | FL | 32792 | N/A | POF | Expenditure Responsibility Grant | $55,000 |
| ENZIAN THEATRE INC | |||||||
| 1300 S ORLANDO AVE | MAITLAND | FL | 32751 | N/A | PC | General & Unrestricted | $2,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | Georgetown Entrepreneurship Program | $1,500 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 17601 | N/A | PC | General & Unrestricted | $500 |
| IDEAS FOR US | |||||||
| 189 S ORANGE AVE STE 800 | ORLANDO | FL | 32801 | N/A | PC | General & Unrestricted | $15,577 |
| INSTITUTE FOR SPORT AND SOCIAL JUSTICE INC | |||||||
| C/O UCF 4336 SCORPIOUS ST | ORLANDO | FL | 32816 | N/A | PC | Charitable Event | $10,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3600 WILSHIRE BLVD STE 1810 | LOS ANGELES | CA | 90010 | N/A | PC | CLARKSTON film fund | $25,000 |
| LIGHTHOUSE CENTRAL FLORIDA INC | |||||||
| 2500 KUNZE AVE | ORLANDO | FL | 32806 | N/A | PC | General & Unrestricted | $1,000 |
| LYMAN LEARNING INSTITUTE INC | |||||||
| 1870 STATE RD 436 | WINTER PARK | FL | 32792 | N/A | PC | General & Unrestricted | $500 |
| MARINE RESOURCES COUNCIL OF EAST FLORIDA INC | |||||||
| 3275 DIXIE HWY NE | PALM BAY | FL | 32905 | N/A | PC | General & Unrestricted | $1,500 |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | N/A | PC | General & Unrestricted | $2,000 |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | N/A | PC | Coral Reef Research and Restoration | $750 |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | N/A | PC | Water Quality and Harmful Algae Blooms research | $1,000 |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC - NAT | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | N/A | PC | The Edward E. Haddock, Jr. Family Foundation Fund | $25,000 |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC - NAT | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | N/A | PC | The Edward E. Haddock, Jr. Family Foundation Fund | $500,000 |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC - NAT | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | N/A | PC | The Open Gate Foundation Fund | $8,000 |
| NEGRO SPIRITUAL SCHOLARSHIP FOUNDATION INC | |||||||
| PO BOX 547728 | ORLANDO | FL | 32854 | N/A | PC | General & Unrestricted | $500 |
| PAST THE WISHING MINISTRIES | |||||||
| 781 ARMSTRONG AVE | SAINT PAUL | MN | 55102 | N/A | PC | General & Unrestricted | $500 |
| PTA FLORIDA CONGRESS | |||||||
| 236 N SWOOPE AVE | MAITLAND | FL | 32751 | N/A | PC | General & Unrestricted | $2,000 |
| RED VERSES INC | |||||||
| 2753 RUNNING SPRINGS LOOP | OVIEDO | FL | 32765 | N/A | PC | General & Unrestricted | $5,000 |
| REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS | |||||||
| 1156 15TH ST NW STE 1020 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,000 |
| 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 | $1,000 |
| ST MARGARET MARY CATHOLIC CHURCH | |||||||
| 526 N PARK AVE | WINTER PARK | FL | 32789 | N/A | PC | Long Time Coming viewing at Rollins College | $6,000 |
| SUMMERHILL COMMUNITY MINISTRIES INC | |||||||
| PO BOX 160294 | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $2,500 |
| THE NATURE CONSERVANCY | |||||||
| 2500 MAITLAND CENTER PKWY STE 311 | MAITLAND | FL | 32751 | N/A | PC | General & Unrestricted | $50,000 |
| THE PREEMPTIVE LOVE COALITION | |||||||
| 1300 DARBYTON DR | HEWITT | TX | 76643 | N/A | PC | General & Unrestricted | $20,250 |
| THE TELOS GROUP INC | |||||||
| PO BOX 70872 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $2,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 160 PACKARD AVE | MEDFORD | MA | 02155 | N/A | PC | Spencer Abbot Leadership Award Scholarship fund | $1,000 |
| UNITED ABOLITIONISTS INC | |||||||
| PO BOX 536832 | ORLANDO | FL | 32853 | N/A | PC | General & Unrestricted | $730 |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC - NAT | |||||||
| 15 N EOLA DR | ORLANDO | FL | 32801 | N/A | PC | General & Unrestricted | $2,281 |
| CHRIST UNITED FELLOWSHIP ORLANDO | |||||||
| 1030 W KALEY AVE | ORLANDO | FL | 32805 | N/A | PC | General & Unrestricted | $1,463 |
| GROW ORLANDO | |||||||
| 449 WESTPOINT GARDEN CIR STE 90 | WINTER GARDEN | FL | 34787 | N/A | PC | General & Unrestricted | $1,500 |
| NEW LIFE HOPE FOUNDATION INC | |||||||
| 3100 S RIO GRANDE AVE | ORLANDO | FL | 32805 | n/a | PC | General & Unrestricted | $1,100 |
| STRENGTHEN ORLANDO INC | |||||||
| 400 S ORANGE AVE | ORLANDO | FL | 32801 | n/A | PC | Tinker Field History Plaza | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $795,851 | 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 | $262,282 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $484,704 | 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 | $136,474 | 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 (8 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| INTEREST INCOME FROM NOTE RECEIVABLE | 14 | $211,758 | |
| SERVICES INCOME FROM NOTE RECEIVABLE | 01 | $12,500 | |
| INCOME FROM SUBLEASE | $60,949 | ||
| PARKING INCOME | $1,000 | ||
| RENTAL INCOME | $77,682 | ||
| EXEMPT FUNCTION INCOME | $13,910 | ||
| INTEREST INCOME FROM MORTGAGE RECEIVABLE | 14 | $42,634 | |
| LITIGATION LEGAL FEE REIMBURSEMENT | 01 | $4,597 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,154,949 | ExclusionAmt |
| Related Or Exempt Function Incm | $153,541 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,308,490 | 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 (3 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 | $20,000 | Yes (X) |
| East Ctrl Florida Regional Planning | ||||||
| 2 | c/o P Parker 455 N Garland Ave | Orlando | FL | 32801 | $24,383 | Yes (X) |
| Orlando Community Youth Trust In | ||||||
| 3 | 595 Primrose Dr | Orlando | FL | 32803 | $46,625 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bookkeeping | $10,319 | $65 | $661 | $9,593 |
| GENERAL CONSULTATIONS | $3,876 | $1,422 | $2,454 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (57 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 | $967 | SL | 5 | $1,451 | ||
| COMPUTER-2019 MAC | 2019-01-24 | $1,491 | SL | 5 | $273 | |||
| JAXSON-MEDIA EASEL | 2013-11-14 | $1,458 | $1,075 | SL | 7 | $208 | $208 | $208 |
| 10 X 14 KAZAK RUG | 2013-10-15 | $6,650 | $4,988 | SL | 7 | $950 | $950 | $950 |
| RED CHOBI RUG | 2013-09-05 | $4,957 | $3,776 | SL | 7 | $708 | $708 | $708 |
| FRENCH OAK BUFFET | 2013-12-05 | $1,975 | $1,434 | SL | 7 | $282 | $282 | $282 |
| 1920 OAK ARMCHAIR | 2013-08-12 | $459 | $357 | SL | 7 | $66 | $66 | $66 |
| OAK CONFRNC TABLE | 2013-11-20 | $9,035 | $6,563 | SL | 7 | $1,291 | $1,291 | $1,291 |
| SLVG 1900 BOOKCASE | 2013-08-12 | $522 | $406 | SL | 7 | $75 | $75 | $75 |
| ARTWRK-ST JOHN RVR | 2013-11-04 | $758 | $558 | SL | 7 | $108 | $108 | $108 |
| SLVGD WD COFFEE TB | 2013-12-23 | $1,437 | $1,025 | SL | 7 | $205 | $205 | $205 |
| 1900 MAHOGANY CHR | 2013-08-12 | $668 | $515 | SL | 7 | $95 | $95 | $95 |
| BARCELONA ARMCHRS | 2013-09-30 | $8,307 | $6,232 | SL | 7 | $1,187 | $1,187 | $1,187 |
| CHESTERFIELD SOFAS | 2013-09-09 | $4,847 | $3,691 | SL | 7 | $692 | $692 | $692 |
| DINNER CHARS&TBL | 2013-08-14 | $1,473 | $1,138 | SL | 7 | $210 | $210 | $210 |
| ELOISE CHAIRS | 2013-09-09 | $3,630 | $2,768 | SL | 7 | $519 | $519 | $519 |
| FLATIRON DESK | 2013-08-14 | $2,039 | $1,576 | SL | 7 | $291 | $291 | $291 |
| CASEMENT BOOKCASE | 2013-12-23 | $1,527 | $1,090 | SL | 7 | $218 | $218 | $218 |
| CASEMENT CABINETS | 2013-12-23 | $1,437 | $1,025 | SL | 7 | $205 | $205 | $205 |
| BELVEDERE TBL LAMP | 2013-11-01 | $256 | $191 | SL | 7 | $37 | $37 | $37 |
| ALBEQUERQUE TB LMP | 2013-11-01 | $268 | $196 | SL | 7 | $38 | $38 | $38 |
| OAK SIDE TABLE | 2013-08-15 | $518 | $401 | SL | 7 | $74 | $74 | $74 |
| OAK DRWR FILE CBNT | 2013-08-12 | $1,132 | $877 | SL | 7 | $162 | $162 | $162 |
| RAILROAD DPT BENCH | 2013-08-12 | $2,293 | $1,776 | SL | 7 | $328 | $328 | $328 |
| REFRIGERATOR | 2013-10-28 | $3,265 | $2,408 | SL | 7 | $466 | $466 | $466 |
| REFRIGERATOR-MAIN | 2018-08-28 | $3,590 | $171 | SL | 7 | $513 | $513 | $513 |
| RUG - BLUE KAZAK | 2018-10-11 | $5,310 | $190 | SL | 7 | $759 | $759 | $759 |
| RUG - RED KAZAK | 2018-10-11 | $5,310 | $190 | SL | 7 | $759 | $759 | $759 |
| SAWYER SLIDE TABLE | 2013-08-14 | $1,158 | $894 | SL | 7 | $165 | $165 | $165 |
| STND GLASS TB LAMP | 2013-09-03 | $718 | $549 | SL | 7 | $103 | $103 | $103 |
| TOWSLEY FCTRY CART | 2013-08-15 | $300 | $233 | SL | 7 | $43 | $43 | $43 |
| WISTERIA TBL LAMP | 2013-09-03 | $209 | $160 | SL | 7 | $30 | $30 | $30 |
| LAND-15 N. EOLA DR | 2016-06-02 | $951,766 | L | |||||
| BLDG IMP-15 N EOLA | 2019-09-30 | $903,855 | SL | 39 | $5,794 | |||
| 9' X 12' KAZAK RUG | 2013-09-05 | $5,114 | $3,899 | SL | 7 | $731 | ||
| CHESTERFIELD CHRS | 2013-09-09 | $3,231 | $2,464 | SL | 7 | $462 | ||
| REBECCA TRUNK | 2013-08-14 | $579 | $449 | SL | 7 | $83 | ||
| OAK DBLE BOOKCASE | 2013-08-15 | $595 | $460 | SL | 7 | $85 | ||
| ST.JAMES 55" DESKS | 2016-12-29 | $2,884 | $824 | SL | 7 | $412 | ||
| ST.JAMES 76" DESKS | 2016-12-29 | $3,948 | $1,128 | SL | 7 | $564 | ||
| BUILDING # 23010 | 2014-06-01 | $245,086 | $28,293 | SL | 39 | $6,284 | ||
| BLDG #23010 IMPROV | 2014-06-01 | $90,153 | $8,732 | SL | 39 | $2,312 | ||
| BLDG #23010 IMPROV | 2018-09-30 | $94,510 | $606 | SL | 39 | $2,423 | ||
| BUILDING # 28070 | 2014-06-01 | $17,364 | $2,003 | SL | 39 | $445 | ||
| BUILDING # 28080 | 2014-06-01 | $5,459 | $630 | 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 | $5,618 | SL | 7 | $209 | ||
| COMPUTER | 2016-03-31 | $1,171 | $644 | SL | 5 | $234 | ||
| GYM EQUIPMENT | 2015-09-10 | $3,633 | $3,504 | SL | 7 | $129 | ||
| A/C UNIT | 2016-08-08 | $8,450 | $2,917 | SL | 7 | $1,207 | ||
| CONFERENCE TABLE | 2017-02-22 | $4,187 | $1,096 | SL | 7 | $598 | ||
| STARTUP COSTS | 2014-06-01 | $29,827 | $9,112 | SL | 15 | $1,988 | ||
| BLDG IMP-15 N EOLA | 2018-05-02 | $699,719 | $0 | SL | 39 | $0 | ||
| BLDG #23010 IMPROV | 2017-12-18 | $39,876 | $1,022 | SL | 39 | $1,022 |
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 FOU | ||||||||||
| 3300 UNIVERSITY BLVD SUITE 218 | WINTER PARK | FL | 32792 | 2017-01-20 | $50,000 | TO SUPPORT GENERAL OPERATING EXPENSES | $50,000 | NO | 10/8/2018, 8/1/2019 | NONE NECESSARY |
| EDWARD E HADDOCK JR FAMILY OPERATING FOU | ||||||||||
| 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 | $51,534 | NO | 7/31/2020 | NONE NECESSARY |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST COLONY - 2.230% - 02 | $3,056,052 | $3,056,052 |
| FIRST COLONY - 2.230% - 07 | $3,532,869 | $3,532,869 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $6,905 | $7,233 |
| ALTRIA GROUP INC | $16,471 | $16,820 |
| AMERICAN ELECTRIC POWER INC | $7,856 | $9,451 |
| APPLE INC | $14,451 | $23,198 |
| AT&T, INC | $23,167 | $27,786 |
| AUTOMATIC DATA PROCESSING INC | $20,257 | $22,847 |
| BANK OF MONTREAL | $17,613 | $18,600 |
| BANKUNITED, INC | $1,068,745 | $1,096,800 |
| BCB BANCORP, INC. | $671,598 | $689,500 |
| BLACKROCK FUNDS II, STRATEGIC | $857,994 | $859,988 |
| CAN IMPERIAL BK OF COMMERCE | $16,006 | $16,640 |
| CHEVRON CORP | $20,447 | $20,848 |
| CLOROX CO | $22,754 | $22,724 |
| DELTA AIR LINES INC | $13,365 | $13,684 |
| DOMINION ENERGY INC | $10,985 | $12,589 |
| DOW INC | $13,928 | $15,926 |
| DUKE ENERGY CO | $15,082 | $15,871 |
| EATON CORP PLC | $17,418 | $21,312 |
| ELI LILLY & CO | $18,506 | $21,423 |
| EMERSON ELECTRIC CO | $12,937 | $15,786 |
| ESSA BANCORP INC | $846,063 | $847,500 |
| FIRST EAGLE SOGEN GLOBAL FUND | $1,463,831 | $1,505,542 |
| FLUSHING FINANCIAL CORPORATION | $934,603 | $941,546 |
| FNCB BANCORP, INC. | $634,287 | $664,170 |
| GLEN BURNIE BANCORP | $707,765 | $747,500 |
| HOME DEPOT INC | $20,013 | $22,056 |
| INTEL CORP | $20,290 | $25,556 |
| INVESTORS BANCORP, INC | $842,831 | $834,050 |
| JP MORGAN CHASE | $25,915 | $32,898 |
| KIMBERLY CLARK CORP | $11,213 | $12,792 |
| KOHLS CORP | $17,157 | $14,674 |
| LOCKHEED MARTIN CORP | $22,342 | $26,478 |
| MICROSOFT CORP | $15,467 | $19,555 |
| NEXTERA ENERGY, INC | $7,666 | $10,171 |
| NIKE INC-CL B | $18,587 | $22,795 |
| PACWEST BANCORP | $13,633 | $13,815 |
| PFIZER INC | $18,253 | $17,944 |
| PHILIP MORRIS INTL | $15,783 | $16,507 |
| PIMCO ENERGY & TACTICAL CREDIT | $5,518,152 | $5,070,154 |
| PIMCO INCOME CL A | $4,577,178 | $4,581,294 |
| PROCTER GAMBLE CO | $8,625 | $10,866 |
| REGIONS FINANCIAL CORP | $842,162 | $858,000 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $25,957 | $25,067 |
| SCHLUMBERGER LTD | $9,541 | $10,492 |
| SYNOVUS FINL CP | $922,737 | $980,000 |
| TRUIST FINANCIAL CORPORATION | $20,394 | $23,598 |
| UNITED PARCEL SERVICE | $16,437 | $17,910 |
| US BANCORP | $10,749 | $12,332 |
| VALERO ENERGY CORP | $21,022 | $23,974 |
| VERIZON COMMUNICATIONS | $21,302 | $23,271 |
| WEYERHAEUSER CO | $33,481 | $38,626 |
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 | $1,283 | $175 | $175 |
| 10 X 14 KAZAK RUG | $6,650 | $5,938 | $712 | $712 |
| RED CHOBI RUG | $4,957 | $4,484 | $473 | $473 |
| FRENCH OAK BUFFET | $1,975 | $1,716 | $259 | $259 |
| 1920 OAK ARMCHAIR | $459 | $423 | $36 | $36 |
| OAK CONFRNC TABLE | $9,035 | $7,854 | $1,181 | $1,181 |
| SLVG 1900 BOOKCASE | $522 | $481 | $41 | $41 |
| ARTWRK-ST JOHN RVR | $758 | $666 | $92 | $92 |
| SLVGD WD COFFEE TB | $1,437 | $1,230 | $207 | $207 |
| 1900 MAHOGANY CHR | $668 | $610 | $58 | $58 |
| BARCELONA ARMCHRS | $8,307 | $7,419 | $888 | $888 |
| CHESTERFIELD SOFAS | $4,847 | $4,383 | $464 | $464 |
| DINNER CHARS&TBL | $1,473 | $1,348 | $125 | $125 |
| ELOISE CHAIRS | $3,630 | $3,287 | $343 | $343 |
| FLATIRON DESK | $2,039 | $1,867 | $172 | $172 |
| CASEMENT BOOKCASE | $1,527 | $1,308 | $219 | $220 |
| CASEMENT CABINETS | $1,437 | $1,230 | $207 | $207 |
| BELVEDERE TBL LAMP | $256 | $228 | $28 | $28 |
| ALBEQUERQUE TB LMP | $268 | $234 | $34 | $34 |
| OAK SIDE TABLE | $518 | $475 | $43 | $43 |
| OAK DRWR FILE CBNT | $1,132 | $1,039 | $93 | $93 |
| RAILROAD DPT BENCH | $2,293 | $2,104 | $189 | $189 |
| REFRIGERATOR | $3,265 | $2,874 | $391 | $391 |
| REFRIGERATOR-MAIN | $3,590 | $684 | $2,906 | $2,906 |
| RUG - BLUE KAZAK | $5,310 | $949 | $4,361 | $4,361 |
| RUG - RED KAZAK | $5,310 | $949 | $4,361 | $4,361 |
| SAWYER SLIDE TABLE | $1,158 | $1,059 | $99 | $99 |
| STND GLASS TB LAMP | $718 | $652 | $66 | $66 |
| TOWSLEY FCTRY CART | $300 | $276 | $24 | $24 |
| WISTERIA TBL LAMP | $209 | $190 | $19 | $19 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKSTONE GSO SECURED LENDING | CategoryOrItemTxt |
| Book Value | $1,010,000 | BookValueAmt |
| EOYFMV | $1,013,319 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTERS-(2) MACS | $7,256 | $2,418 | $4,838 | $4,838 |
| COMPUTER-2019 MAC | $1,491 | $273 | $1,218 | $1,218 |
| LAND-15 N. EOLA DR | $951,766 | $951,766 | $951,766 | |
| BLDG IMP-15 N EOLA | $903,855 | $5,794 | $898,061 | $903,855 |
| 9' X 12' KAZAK RUG | $5,114 | $4,630 | $484 | $484 |
| CHESTERFIELD CHRS | $3,231 | $2,926 | $305 | $305 |
| REBECCA TRUNK | $579 | $532 | $47 | $47 |
| OAK DBLE BOOKCASE | $595 | $545 | $50 | $50 |
| ST.JAMES 55" DESKS | $2,884 | $1,236 | $1,648 | $1,648 |
| ST.JAMES 76" DESKS | $3,948 | $1,692 | $2,256 | $2,256 |
| BUILDING # 23010 | $245,086 | $34,577 | $210,509 | |
| BLDG #23010 IMPROV | $90,153 | $11,044 | $79,109 | |
| BLDG #23010 IMPROV | $94,510 | $3,029 | $91,481 | |
| BUILDING # 28070 | $17,364 | $2,448 | $14,916 | |
| BUILDING # 28080 | $5,459 | $770 | $4,689 | |
| LAND # 23010 | $25,209 | $25,209 | ||
| LAND # 28050 | $3,386 | $3,386 | ||
| LAND # 28070 | $2,553 | $2,553 | ||
| LAND # 28080 | $2,408 | $2,408 | ||
| CLASSRM ESSENTIALS | $5,827 | $5,827 | ||
| COMPUTER | $1,171 | $878 | $293 | $293 |
| GYM EQUIPMENT | $3,633 | $3,633 | ||
| A/C UNIT | $8,450 | $4,124 | $4,326 | $4,326 |
| CONFERENCE TABLE | $4,187 | $1,694 | $2,493 | $2,493 |
| STARTUP COSTS | $29,827 | $11,100 | $18,727 | |
| BLDG IMP-15 N EOLA | $0 | $0 | ||
| BLDG #23010 IMPROV | $39,876 | $2,044 | $37,832 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Document Review/Drafting | $12,512 | $50 | $7,331 | $5,131 |
| General Consultations | $23,076 | $4,141 | $1,731 | $17,204 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALVAGE ITEMS | Desc |
| EOYFMV | $10 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Administrative Fees | $85,100 | $85,100 | ||
| Bank Charges | $999 | $999 | ||
| Cell Phone Expense | $1,101 | $1,101 | ||
| Computers/Electronic Devices | $585 | $313 | $272 | |
| Equipment/Furniture Purchase | $20,108 | $9,033 | $11,075 | |
| INSURANCE EXPENSE | $3,270 | $2,960 | $310 | |
| EVENT & BUILDING SUPPLIES | $14,401 | $14,401 | ||
| FOUNDATION DUES & MEMBERSHIPS | $200 | $200 | ||
| FDN CREDIT CARD FEES | $35 | $35 | ||
| Office Supplies | $12,133 | $9,704 | $2,429 | |
| Payroll Processing Fees | $1,953 | $1,935 | $18 | |
| Postage/Delivery Service | $3,883 | $2,477 | $2 | $1,404 |
| TRAINING & PROFESSIONAL DEVEL | $7,571 | $6,438 | $1,133 | |
| Website Hosting/Support | $4,466 | $4,187 | $279 | |
| LICENSING FEES | $7,710 | $6,980 | $730 | |
| PAYROLL SET-UP FEE | $2,691 | $2,691 | ||
| PROPERTY INSURANCE | $20,407 | $11,357 | $9,050 | |
| PROPERTY MAINTENANCE | $10,657 | $4,388 | $6,269 | |
| STATE OR LOCAL FILING FEE | $1,760 | $1,678 | $82 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST INCOME FROM NOTE RECEIVABLE | $211,758 | $211,758 | |
| SERVICES INCOME FROM NOTE RECEIVABLE | $12,500 | $12,500 | |
| INCOME FROM SUBLEASE | $60,949 | $60,949 | $60,949 |
| PARKING INCOME | $1,000 | $1,000 | $1,000 |
| RENTAL INCOME | $77,682 | $77,682 | $77,682 |
| EXEMPT FUNCTION INCOME | $13,910 | $13,910 | |
| INTEREST INCOME FROM Mortgage RECEIVABLE | $42,634 | $42,634 | |
| litigation Legal fee reimbursement | $4,597 | $4,597 |
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 AND INTEREST COMPOUNDED MONTHLY | 5. | NONE | INVESTMENT | NONE NONE |
| CENTURY HOMES FLORIDA | ||||||||
| $8,000,000 | $0 | 2015-03 | 2019-03 | PRINCIPAL AND INTEREST PAID MONTHLY | 6. | NONE | INVESTMENT | NONE NONE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Management Services | $1,941 | $1,941 | ||
| PROPERTY MANAGEMENT | $28,518 | $11,966 | $16,552 | |
| SUBCONTRACTOR SERVICES | $60,130 | $60,130 | ||
| DRAFTING SERVICES | $17,100 | $17,100 | ||
| OUTSOURCING SERVICES | $1,303 | $1,303 | ||
| SCULPTURAL SERVICES | $10,500 | $10,500 | ||
| MEETING FACILITATION SVCS | $750 | $750 | ||
| PHOTOGRAPHY AND VIDEO SVCS | $1,500 | $1,500 | ||
| DOCUMENTARY FILM PRODUCTION | $105,775 | $10,020 | $95,755 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 990-PF Estimated Tax for 2019 | $61,400 | |||
| 990-PF Extension for 2018 | $62,254 | |||
| Foreign Tax Paid | $191 | $191 | ||
| IRS Miscellaneous Fee | $53 | |||
| PROPERTY TAXES | $1,113 | $489 | $624 |
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 | $55,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,000 | TotalAmt |