LORDS FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LORDS FOUNDATION INC (EIN 20-0218026)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201721289349101362
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T15:08:51-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870756181 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN EDGECOMBE OF AVONDALE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4444 MERRIMAC AVENUE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200218026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LORD'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORD | BusinessNameControlTxt |
| Phone | 9048919906 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 E MONROE STREET | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENNET E BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9048919906 | PhoneNum |
| Signature | 2017-03-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00200080 | PTIN |
| Phone | 9043885700 | PhoneNum |
| Preparation | 2017-03-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.196.96.185 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-21 | IPDt |
| IP Tm | 17:02:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B59D6D4CBEF7E66AAE81B7DF19B97A01CE09AA26 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B59D6D4CBEF7E66AAE81B7DF19B97A01CE09AA26 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,049,513 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,358,655 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,283 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,283 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $222,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,901 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,100 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $12,100 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,241 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,337 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,002 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,212 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,790 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,575,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,496 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,790 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,997 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,195 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,554 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,545 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,545 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $4,545 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $3,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,054 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,545 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $249,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $249,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $343,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,545 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,232,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,343 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,245 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $665,271 | CashBOYAmt |
| Cash EOY | $1,385,368 | CashEOYAmt |
| Cash EOYFMV | $1,385,368 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $200,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $74,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,997 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,997 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $125,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $16,476 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $113,069 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $108,524 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $108,524 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,642,591 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,278,202 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,278,202 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,422 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,422 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,695,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,049,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,049,513 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $275 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,695,653 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,049,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,695,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,049,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,695,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,049,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,695,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,232,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $124,787 | OtherIncreasesAmt |
| Subtotal | $6,052,695 | SubtotalAmt |
| Other Decreases | $3,182 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,049,513 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,065 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,095,240 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032248 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $213,399 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,571,753 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059746 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $212,517 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,077,529 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069054 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,826 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,365,263 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037984 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $142,842 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,336,990 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042806 | DistributionYr5Rt |
| Total Distribution | 0.241838 | TotalDistributionRt |
| Average Distribution | 0.048368 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,930,089 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $238,459 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,913 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $240,372 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $254,530 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,913 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,913 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,125 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,125 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $2,210 | OverpaymentAmt |
| Applied To ES Tax | $2,210 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MS CANDICE CARVER | IndividualWithBooksNm |
| Phone | 9048919906 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 E MONROE ST | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BENNETT E BROWN | ||||||||
| 118 E MONROE STREET | JACKSONVILLE | FL | 32202 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| ALBERT J TOOLE | ||||||||
| 119 E MONROE STREET | JACKSONVILLE | FL | 32202 | VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| LOUISE T HARDAGE | ||||||||
| 120 E MONROE STREET | JACKSONVILLE | FL | 32202 | SECRETARY | 5.00 | $0 | $0 | $0 |
| SARAH T RAGSDALE | ||||||||
| 121 E MONROE STREET | JACKSONVILLE | FL | 32202 | TREASURER | 5.00 | $0 | $0 | $0 |
| KATY W TOWERS | ||||||||
| 122 E MONROE STREET | JACKSONVILLE | FL | 32202 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALL OF THE TAXPAYERS ACTIVITIES CONSIST OF MAKING CONTRIBUTIONS TO OTHER NOT-FOR-PROFIT ENTITIES TO ASSIST SUCH ENTITIES IN FULFILLING THEIR CHARITABLE FUNCTION. | Description1Txt |
| Expenses1 | $297,148 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,304,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $700,526 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,005,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,005,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,930,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,913 | TotalTaxAmt |
| Distributable Before Adj | $244,591 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $244,591 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $244,591 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $254,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,913 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $252,617 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,408 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,408 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $210,122 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $34,469 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LORD'S FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10611 DEERWOOD PARK BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9048919906 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST MUST BE IN WRITING AND INCLUDE THE NAME, ADDRESS AND TAX STATUS OF THE REQUESTING ORGANIZATION. THE REQUEST MUST SPECIFICALLY STATE WHY THE FUNDING IS NEEDED, HOW THE FUNDS WILL BE USED, THE BENEFIT DERIVED FROM THE FUNDING AND HOW THE FUNDS WILL BE ACCOUNTED FOR BY THE RECIPIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE AMOUNT AWARDED MUST BE USED IN A MANNER CONSISTENT WITH THE REQUEST FOR FUNDING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||
| 5875 MINING TERRACE ROAD 206 | JACKSONVILLE | FL | 32257 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| BOB TEBOW EVANGELISTIC ASSOCIATION | |||||
| 8834-14 GOODBYS EXECUTIVE DRIVE | JACKSONVILLE | FL | 32217 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||
| 1019 PRAIRE RIDGE LANE | LESTER PRAIRIE | MN | 55354 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $8,000 |
| CHRISTIAN HEALING MINISTRIES | |||||
| PO BOX 9520 | JACKSONVILLE | FL | 32208 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| CITY RESCUE MISSION | |||||
| 426 SOUTH MCDUFF AVENUE | JACKSONVILLE | FL | 32254 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| CLARA WHITE MISSION INC | |||||
| 613 W ASHLEY STREET | JACKSONVILLE | FL | 32202 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| CMJ ISREAL | |||||
| PO BOX 443 | AMBRIDGE | PA | 15003 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| COACHES HONOR | |||||
| PO BOX 51139 | JACKSONVILLE BEACH | FL | 32240 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| COMPASS FINANCES GOD'S WAY | |||||
| PO BOX 2557 | SANFORD | FL | 32772 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| CONASAGUA KIDNEY CARE | |||||
| 102 DAVISON DRIVE | DALTON | GA | 30720 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| DOCTORS WITHOUT BORDERS USA | |||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| DOWNTOWN ECUMENICAL SERVICES COUNCIL | |||||
| 215 OCEAN STREET | JACKSONVILLE | FL | 32202 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| EAST-WEST MINISTRIES | |||||
| 2001 W PLANO PARKWAY SUITE 3000 | PLANO | TX | 75075 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $25,000 |
| EPISCOPAL DIOCESE OF FLORIDA | |||||
| EPISCOPAL DIOCEPO BOX 47350 | JACKSONVILLE | FL | 32247 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $500 |
| FIRST COAST WOMEN'S SERVICES | |||||
| 11215 SAN JOSE BLVD | JACKSONVILLE | FL | 32223 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| FIRST PRESBYTERIAN CHURCH | |||||
| 118 E MONROE ST | JACKSONVILLE | FL | 32202 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $25,000 |
| FRONTIER MINISTRIES | |||||
| PO BOX 60730 | PHOENIX | AZ | 85082 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $2,000 |
| GO TO NATIONS | |||||
| PO BOX 103015 | JACKSONVILLE | FL | 32247 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $2,000 |
| GORDON CONWELL THEOLOGICAL SEMINARY | |||||
| 130 ESSEX STREET | SOUTH HAMILTON | MA | 01982 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| HAGGAI INSTITUTE | |||||
| PO BOX 13 | ATLANTA | GA | 30370 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| HOPE INTERNATIONAL | |||||
| 227 GRANITE RUN DRIVE SUITE 250 | LANCASTER | PA | 17601 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $10,000 |
| INTERNATIONAL COOPERATING MINISTRIES | |||||
| 1901 N ARMISTEAD AVENUE | HAMPTON | VA | 23606 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $25,000 |
| INTERNATIONAL HEALTH SERVICES | |||||
| PO BOX 265 | SOUTHEASTERN | PA | 19399 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| JESUS ONLINE MINISTRIES | |||||
| PO BOX 1643 | HIGLEY | AZ | 85236 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| JOSH MCDOWELL MINISTRY | |||||
| PO BOX 628222 | ORLANDO | FL | 32862 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| MAP INTERNATIONAL | |||||
| 4700 GLYNCO PARKWAY | BRUSNWICK | GA | 31525 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $2,500 |
| MERCY SHIPS INTERNATIONAL | |||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $25,000 |
| MURRAY HILL THEATRE MINISTRIES | |||||
| 932 EDGEWOOD AVENUE S | JACKSONVILLE | FL | 32205 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $250 |
| NEW HORIZONS FOUNDATION | |||||
| 5550 TECH CENTER DRIVE SUITE 303 | COLORADO SPRINGS | CO | 80919 | TO ASSIST THE DONEE IN CARRYING OUT THIER EXEMPT FUNCTION | $4,780 |
| PRISONERS OF CHRIST | |||||
| PO BOX 43390 | JACKSONVILLE | FL | 32203 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $2,500 |
| PROJECT SOS | |||||
| 4417 BEACH BLVD SUITE 103 | JACKSONVILLE | FL | 32207 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| SAMARITAN'S PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| SENIORS ON A MISSION INC | |||||
| 450-106 STATE ROAD 13 N 185 | JACKSONVILLE | FL | 32259 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| ST VINCENT'S HEALTHCARE FOUNDATION | |||||
| 1 SHIRCLIFF WAY | JACKSONVILLE | FL | 32204 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| SULZBACHER CENTER | |||||
| 611 E ADAMS ST | JACKSONVILLE | FL | 32202 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| THE CRUDEM FOUNDATION | |||||
| PO BOX 804 | LUDLOW | MA | 01056 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| THE INNER CITY MINISTRY OF CRU | |||||
| 4940 EMERSON STREET | JACKSONVILLE | FL | 32207 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| THE JESUS ALLIANCE | |||||
| 7500 124TH AVENUE NORTH | LARGO | FL | 33773 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| THE JESUS FILM PROJECT | |||||
| 100 LAKE HART DRIVE 3100 | ORLANDO | FL | 32832 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $15,000 |
| THE MAILBOX CLUB INTERNATIONAL | |||||
| 400 EAGER ROAD | VALDOSTA | GA | 31602 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $2,000 |
| THE SALVATION ARMY OF JACKSONVILLE | |||||
| 328 OCEAN STREET | JACKSONVILLE | FL | 32202 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $50,000 |
| THE SALVATION ARMY OF JACKSONVILLE | |||||
| 328 OCEAN STREET | JACKSONVILLE | FL | 32202 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $10,000 |
| TRINITY RESCUE MISSION | |||||
| 622 W UNION ST | JACKSONVILLE | FL | 32203 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| TURNING POINT | |||||
| PO BOX 3838 | SAN DIEGO | CA | 92163 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| UNITED WAY OF NORTHEAST FLORIDA | |||||
| 1301 RIVERPLACE BLVD SUITE 400 | JACKSONVILLE | FL | 32207 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $10,000 |
| VOLUNTEERS IN MEDICINE | |||||
| 41 E DUVAL ST | JACKSONVILLE | FL | 32202 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $1,000 |
| YOUNG LIFE METRO | |||||
| 4815 APACHE AVENUE | JACKSONVILLE | FL | 32210 | TO ASSIST THE DONEE IN CARRYING OUT THEIR EXEMPT FUNCTION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $249,530 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| LEVY CONFERENCE AND OTHER | $5,790 |
| UBS PRIOR YR ITEM | $2,212 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,283 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $222,901 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,241 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$27,337 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $208,090 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,090 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1AB | SPONSORED CONFERENCE NURSING AND THE MINISTRY OF HEALING |
| 1C | OTHER BROKERAGE INCOME |
| 3,4 | THE FOUNDATION PRIMARILY RELIES ON ENDOWMENT FUNDS TO SUSTAIN |
| 5(B) | OPERATIONS. ALL OF THE INCOME PRODUCING ACTIVITIES OF THE FOUNDATION |
| 8,10 | CONTRIBUTE TO THE FOUNDATION'S EXEMPT PURPOSE OF ASSISTING OTHER RELIGIOUS, SCIENTIFIC, EDUCATIONAL AND CHARITABLE ORGANIZATIONS ACCOMPLISH THIER CHARITABLE PURPOSE WITHIN THE MEANING OF SECTION 501(C)(3). |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE THOMAS R DUNK TRUST | ||||||
| 1 | 1710 MOSSY CYPRESS LANE | JACKSONVILLE | FL | 32223 | $660,000 | Yes (X) |
| ESTATE OF CD TOWERS | ||||||
| 2 | 4579 ORTEGA BLVD | JACKSONVILLE | FL | 32210 | $266,750 | Yes (X) |
| FIVE POINT REALTY COMPANY | ||||||
| 3 | 1710 MOSSY CYPRESS LANE | JACKSONVILLE | FL | 32223 | $355,505 | Yes (X) |
| ELIZABETH WESTBROOK | ||||||
| 4 | 6400 POWERS FERRY ROAD | ATLANTA | GA | 30339 | $25,000 | Yes (X) |
| KATY W TOWERS | ||||||
| 5 | 4579 ORTEGA BLVD | JACKSONVILLE | FL | 32210 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTNG, TAX AND PAYROLL SERVICES | CategoryTxt |
| Amt | $2,460 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CONDOMINIUM UNIT | PropertyDesc |
| Acquired | 2013-05-01 | AcquiredDt |
| Cost Or Other Basis | $125,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $11,931 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 27.500000000000 | LifeRt |
| Current Year Expense | $4,545 | CurrentYearExpenseAmt |
| Net Investment Income | $4,545 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,545 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| CALAMOS STRATEGIC | 2015-10 | PURCHASED | 2016-03 | $46,441 | $51,679 | $0 | -$5,238 |
| BOEING CO | 2016-09 | PURCHASED | 2016-09 | $19,029 | $19,469 | $0 | -$440 |
| ADIENT | 2016-10 | PURCHASED | 2016-10 | $14 | $14 | $0 | |
| TEMPLETON GLOBAL BOND | 2016-04 | PURCHASED | 2016-05 | $44,015 | $48,060 | $0 | -$4,045 |
| JOHNSON CONTROLS | 2016-09 | PURCHASED | 2016-09 | $27 | $26 | $0 | $1 |
| JOHNSON CONTROLS | 2016-06 | PURCHASED | 2016-09 | $17,096 | $15,758 | $0 | $1,338 |
| WESTERN ASSET | 2015-12 | PURCHASED | 2016-08 | $4 | $3 | $0 | $1 |
| TEMPLETON GLOBAL BOND | 2014-11 | PURCHASED | 2016-05 | $93,719 | $112,673 | $0 | -$18,954 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN ENTERPRISE BANK | $50,000 | $50,000 |
| FLORIDA CAPITAL BANK | $24,997 | $24,997 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CONDOMINIUM UNIT | CategoryOrItemTxt |
| Cost Or Other Basis | $125,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $16,476 | AccumulatedDepreciationAmt |
| Book Value | $108,524 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS | FMV | $4,178,202 | $4,178,202 |
| HOPE GLOBAL INVESTMENT FUND | FMV | $100,000 | $100,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL ESTIMATED PAYMENTS | Desc |
| EOY Book Value | $2,422 | EOYBookValueAmt |
| EOYFMV | $2,422 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DEDUCTIBLE INCOME TAXES AND MEALS | $1,554 |
| PENALTIES | $50 |
| FEDERAL INCOME TAX | $1,578 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $38,294 | $38,294 | $0 | $0 |
| MISCELLANEOUS | $3,126 | $0 | $0 | $0 |
| ADVERTISING | $850 | $0 | $0 | $0 |
| BANK CHARGES | $27 | $0 | $0 | $0 |
| REPAIRS AND MAINTENANCE | $148 | $0 | $0 | $0 |
| TAXES | $1,597 | $0 | $0 | $0 |
| SOFTWARE RENEWAL | $590 | $0 | $0 | $0 |
| OUTSIDE SERVICES | $12,000 | $0 | $0 | $0 |
| CHARITABLE EXPENSES | $8,543 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $523 | $0 | $0 | $0 |
| POSTAGE | $44 | $0 | $0 | $0 |
| MEALS AND ENTERTAINMENT - ONE-HALF | $1,554 | $0 | $0 | $0 |
| FIRE EXTINGUISHER INSPECTION | $12 | $0 | $0 | $0 |
| CONDO ASSOCIATION FEES | $2,760 | $2,760 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LEVY CONFERENCE AND OTHER | $5,790 | $5,790 | |
| UBS PRIOR YR ITEM | $2,212 | $0 | $2,212 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS LOSSES | Desc |
| Amt | $124,787 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX PAYABLE | Desc |
| BOY Book Value | $275 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| THE THOMAS R DUNK TRUST | |||
| 1710 MOSSY CYPRESS LANE | JACKSONVILLE | FL | 32223 |
| ESTATE OF CD TOWERS | |||
| 4077 LONDON ROAD | JACKSONVILLE | FL | 32207 |
| FIVE POINT REALTY COMPANY | |||
| 1710 MOSSY CYPRESS LANE | JACKSONVILLE | FL | 32223 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COUNTY TAX COLLECTOR | $1,486 | $1,486 | $0 |
| SALES TAX | $68 | $68 | $0 |