LORDS FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LORDS FOUNDATION INC (EIN 20-0218026)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-26
- IRS object ID
- 201633009349100003
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-26T08:29:43-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 10611 DEERWOOD PARK BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENNET E BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9048919906 | PhoneNum |
| Signature | 2016-08-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00200080 | PTIN |
| Phone | 9043885700 | PhoneNum |
| Preparation | 2016-10-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,695,928 | 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 | $2,186,702 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,050 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,050 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,505 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,505 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $8,615 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $8,615 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$2,417 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $144,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,136,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,140 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,414,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,310 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $24,258 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $23,258 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,575 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $7,514 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,447 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,629 | 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 | $500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $500 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,556 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,103 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,548 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,545 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $176,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,548 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,545 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,237,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,762 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,620 | CashBOYAmt |
| Cash EOY | $665,271 | CashEOYAmt |
| Cash EOYFMV | $665,271 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $200,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $390,488 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $107,111 | PrepaidExpensesBOYAmt |
| 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 | $11,931 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $117,614 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $113,069 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $113,069 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,787,856 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,642,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,642,591 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,577,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,695,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,695,928 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $648,950 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $275 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $648,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275 | 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 | $2,928,736 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,695,653 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,928,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,695,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,577,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,695,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,928,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,237,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,166,133 | SubtotalAmt |
| Other Decreases | $470,480 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,695,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CALMOS STRATEGIC TOTAL | P | 2013-09-03 | 2015-01-26 | $584 | $531 | $53 | $53 |
| CALMOS STRATEGIC TOTAL | P | 2013-01-14 | 2015-01-26 | $74,442 | $78,290 | -$3,848 | -$3,848 |
| MORGAN STANLEY | P | 2013-11-26 | 2015-03-13 | $58,249 | $50,000 | $8,249 | $8,249 |
| GENERAL MOTORS | P | 2015-05-13 | 2015-07-22 | $30,056 | $35,122 | -$5,066 | -$5,066 |
| CISCO SYSTEMS | P | 2015-01-26 | 2015-09-02 | $18,908 | $21,166 | -$2,258 | -$2,258 |
| BARCLAYS BANK | P | 2014-10-24 | 2015-10-28 | $30,000 | $30,000 | $0 | $0 |
| EATON VANCE | P | 2014-05-07 | 2015-10-16 | $55,424 | $55,689 | -$265 | -$265 |
| GENERAL ELECTRIC | P | 2015-01-26 | 2015-06-22 | $21,786 | $19,819 | $1,967 | $1,967 |
| JOHN HANCOCK PFD INCOME | P | 2015-05-26 | 2015-07-22 | $48,430 | $51,735 | -$3,305 | -$3,305 |
| INTEL CORP | P | 2015-01-26 | 2015-04-06 | $16,810 | $19,861 | -$3,051 | -$3,051 |
| MLANN N V EUR | P | 2015-08-17 | 2015-10-13 | $29,470 | $39,078 | -$9,608 | -$9,608 |
| NORDSTORM | P | 2015-04-26 | 2015-06-22 | $18,694 | $20,309 | -$1,615 | -$1,615 |
| PENNEY JC | P | 2013-04-09 | 2015-02-06 | $44,241 | $74,261 | -$30,020 | -$30,020 |
| PFIZER INC. | P | 2015-01-26 | 2015-04-06 | $20,474 | $19,726 | $748 | $748 |
| ENERGY SECTOR SPDR TRUST | P | 2015-01-06 | 2015-02-06 | $27,626 | $26,485 | $1,141 | $1,141 |
| TEXAS INSTRUMENTS | P | 2015-08-17 | 2015-09-02 | $35,001 | $38,377 | -$3,376 | -$3,376 |
| TJX COS INC | P | 2015-04-06 | 2015-09-02 | $19,210 | $19,320 | -$110 | -$110 |
| SPDR S&P 500 ETF | P | 2015-08-24 | 2015-09-02 | $76,943 | $76,358 | $585 | $585 |
| IVY ASET STRATEGY | P | 2013-12-12 | 2015-09-02 | $132,424 | $133,251 | -$827 | -$827 |
| IVY ASET STRATEGY | P | 2014-12-11 | 2015-09-02 | $25,692 | $28,560 | -$2,868 | -$2,868 |
| OPPENHEIMER SR FLOATING | P | 2014-11-28 | 2015-12-15 | $47,965 | $52,889 | -$4,924 | -$4,924 |
| OPPENHEIMER SR FLOATING | P | 2015-05-12 | 2015-12-15 | $27,035 | $29,060 | -$2,025 | -$2,025 |
| LOOMIS SAYLES | P | 2009-06-23 | 2015-09-02 | $95,000 | $72,339 | $22,661 | $22,661 |
| CAPITAL GAINS DIVIDENDS | P | $181,902 | $181,902 | $181,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,140 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $213,399 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,571,753 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059746 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $212,517 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,077,529 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069054 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,826 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,365,263 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037984 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $142,842 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,336,990 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042806 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,947 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,219,343 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029182 | DistributionYr5Rt |
| Total Distribution | 0.238772 | TotalDistributionRt |
| Average Distribution | 0.047754 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,095,240 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $195,564 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,888 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $197,452 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $132,065 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,775 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,775 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,775 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $275 | TaxDueAmt |
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 | 10611 DEERWOOD PARK BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | 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 | ||||||||
| 10611 DEERWOOD PARK BLVD | JACKSONVILLE | FL | 32256 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| ALBERT J TOOLE | ||||||||
| 10611 DEERWOOD PARK BLVD | JACKSONVILLE | FL | 32256 | VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| LOUISE T HARDAGE | ||||||||
| 10611 DEERWOOD PARK BLVD | JACKSONVILLE | FL | 32256 | SECRETARY | 5.00 | $0 | $0 | $0 |
| SARAH T RAGSDALE | ||||||||
| 10611 DEERWOOD PARK BLVD | JACKSONVILLE | FL | 32256 | TREASURER | 5.00 | $0 | $0 | $0 |
| KATY W TOWERS | ||||||||
| 10611 DEERWOOD PARK BLVD | JACKSONVILLE | FL | 32256 | 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 | $85,390 | 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 | $3,811,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $346,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,157,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,157,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,095,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,775 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,775 | TotalTaxAmt |
| Distributable Before Adj | $200,987 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,987 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,987 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,065 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $132,065 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $132,065 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $24,514 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,065 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,514 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,514 | 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 | $44,408 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CAMPUS CRUSADE - NAMESTAN | |||||
| 1019 PRARIE RIDGE LANE | LESTER PRAIRIE | MN | 55354 | TO THE GENERAL FUND OF THE ORGANIZATION | $8,000 |
| CAMPUS CRUSADE - CHRISTIAN EMBASSY | |||||
| 2111 WILSON BLVD SUITE 700 | ARLINGTON | VA | 22201 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| CAMPUS CRUSADE - GLOBAL AID NETWORK (GAIN) | |||||
| PO BOX 628222 | ORLANDO | FL | 32862 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| CAMPUS CRUSADE - THE JESUS FILM PROJECT | |||||
| 100 LAKE HART DRIVE 3100 | ORLANDO | FL | 32832 | TO THE GENERAL FUND OF THE ORGANIZATION | $15,000 |
| CHRISTIAN HEALING MINISTRIESHEALING CENTER | |||||
| PO BOX 9520 | JACKSONVILLE | FL | 32208 | TO THE GENERAL FUND OF THE ORGANIZATION | $250 |
| CHURCH OF OUR SAVIOR | |||||
| 511 PABLO AVENUE | JACKSONVILLE BEACH | FL | 32250 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| CITY RESCUE MISSION | |||||
| 426 SOUTH MCDUFF AVENUE | JACKSONVILLE | FL | 32254 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| CLARA WHITE MISSION INC | |||||
| 613 W ASHLEY STREET | JACKSONVILLE | FL | 32202 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| COACHES HONOR | |||||
| PO BOX 11539 | JACKSONVILLE BEACH | FL | 32240 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| DISABLED VETERANS NATIONAL FOUNDATION INC | |||||
| PO BOX 96262 | WASHINGTON | DC | 20090 | TO THE GENERAL FUND OF THE ORGANIZATION | $250 |
| EAST WEST MINISTRIES INTERNATIONAL | |||||
| 201 W PLANO PARKWAY SUITE 3000 | PLANO | TX | 75075 | TO THE GENERAL FUND OF THE ORGANIZATION | $5,000 |
| FIRST COAST WOMEN'S SERVICES | |||||
| 11215 SAN JOSE BLVD | JACKSONVILLE | FL | 32223 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| FRONTIER MINISTRIES | |||||
| PO BOX 60730 | PHOENIX | AZ | 85082 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| IM SULZBACHER CENTER FOR THE HOMELESS | |||||
| 611 E ADAMS ST | JACKSONVILLE | FL | 32202 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| INTERNATIONAL COOPERATING MINISTRIES | |||||
| 1901 N ADAMS ST | JACKSONVILLE | FL | 32202 | TO THE GENERAL FUND OF THE ORGANIZATION | $15,000 |
| JACKSONVILLE CHAMBER FOUNDATION | |||||
| 3 INDEPENDENT DRIVE | JACKSONVILLE | FL | 32202 | TO THE GENERAL FUND OF THE ORGANIZATION | $5,000 |
| JACKSONVILLE HISTORIC NAVAL SHIP ASSOC | |||||
| 2 INDEPENDENT DRIVE SUITE 144 | JACKSONVILLE | FL | 32202 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| MAP INTERNATIONAL | |||||
| 4700 GLYNCO PAKRKWAY | BRUSNWICK | GA | 31525 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,650 |
| MARY SPUHLER MISSION FUND (5 YEAR PLEDGE) | |||||
| 121 W FORSYTH STREET SUITE 900 | JACKSONVILLE | FL | 32202 | TO THE GENERAL FUND OF THE ORGANIZATION | $2,000 |
| MERCY SHIPS | |||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | TO THE GENERAL FUND OF THE ORGANIZATION | $10,000 |
| MISSING IN AMERICA | |||||
| 101 BOWLES STREET | NEPTUNE BEACH | FL | 32266 | TO THE GENERAL FUND OF THE ORGANIZATION | $200 |
| MISSIONARY RESOURCE NETWORK | |||||
| 11471 W SAMPLE ROAD SUITE 11 | CORAL SPRINGS | FL | 32065 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| NEW HORIZONS FOUNDATION | |||||
| 5550 TECH CENTER DR SUITE 303 | COLORADO SPRINGS | CO | 80919 | TO THE GENERAL FUND OF THE ORGANIZATION | $600 |
| NOURISHMENT NETWORK | |||||
| 4495 ROOSEVELT BLVD SUITE 601 | JACKSONVILLE | FL | 32210 | TO THE GENERAL FUND OF THE ORGANIZATION | $200 |
| PRISONERS OF CHRIST | |||||
| PO BOX 43390 | JACKSONVILLE | FL | 32203 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,500 |
| PROJECT SOS | |||||
| 4417 BEACH BLVD SUITE 103 | JACKSONVILLE | FL | 32207 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,350 |
| ST VINCENT'S HEALTHCARE FOUNDATION (5 YR PLEDGE) | |||||
| 1 SHIRCLIFF WAY | JACKSONVILLE | FL | 32204 | TO THE GENERAL FUND OF THE ORGANIZATION | $2,000 |
| THE CHURCH OF JACKSONVILLE | |||||
| 10302 DEERWOOD PARK BLVD | JACKSONVILLE | FL | 32256 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,500 |
| THE CONNECTING POINT JAX | |||||
| 12727 DUNNS VIEW DRIVE | JACKSONVILLE | FL | 32218 | TO THE GENERAL FUND OF THE ORGANIZATION | $2,500 |
| TRINITY RESCUE MISSION | |||||
| 622 W UNION ST | JACKSONVILLE | FL | 32202 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| UNITED WAY OF NORTHEAST FLORIDASALVATION ARMY | |||||
| 1301 RIVERPLACE BLVD SUITE 400 | JACKSONVILLE | FL | 32207 | TO THE GENERAL FUND OF THE ORGANIZATION | $10,000 |
| YOUNG LIFE | |||||
| 4815 APACHE AVENUE | JACKSONVILLE | FL | 32210 | TO THE GENERAL FUND OF THE ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,050 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,505 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,417 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $144,140 | 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 | $216,278 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216,278 | 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 |
|---|---|
| 3,4 | THE FOUNDATION PRIMARILY RELIES ON ENDOWMENT FUNDS TO SUSTAIN |
| 5(B) | OPERATIONS. ALL OF THE INCOME PRODUCING ACTIVITIES OF THE FOUNDATION |
| 8 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BRADLEY W WESTBROOK | ||||||
| 1 | 6400 POWERS FERRY ROAD | ATLANTA | GA | 30339 | $30,000 | Yes (X) |
| THE WILLIAM & ELOUSE GAY FOUNDATION | ||||||
| 2 | 524 STOCKTON STREET | JACKSONVILLE | FL | 32204 | $10,000 | Yes (X) |
| THE THOMAS R DUNK TRUST | ||||||
| 3 | 1710 MOSSY CYPRESS LANE | JACKSONVILLE | FL | 32223 | $347,000 | Yes (X) |
| CD TOWERS | ||||||
| 4 | 4579 ORTEGA BLVD | JACKSONVILLE | FL | 32210 | $1,773,439 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING TAX | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,575 | 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 | $7,386 | 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 |
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 | $11,931 | AccumulatedDepreciationAmt |
| Book Value | $113,069 | BookValueAmt |
| EOYFMV | $113,069 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS | FMV | $3,542,591 | $3,542,591 |
| HOPE GLOBAL INVESTMENT FUND | FMV | $100,000 | $100,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS LOSSES | $464,437 |
| NON DEDUCTIBLE INCOME TAXES AND MEALS | $2,269 |
| NET CHANGE IN INVESTMENT INCOME TAX PAYABLE | $3,500 |
| OTHER | $274 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $26,516 | $26,516 | $0 | $0 |
| MISCELLANEOUS | -$2,002 | $0 | $0 | $0 |
| OTHER CHARITABLE EXPENSES | $4,025 | $0 | $0 | $4,025 |
| INSURANCE | $1,234 | $0 | $0 | $1,234 |
| REPAIRS AND MAINTENANCE | $390 | $0 | $0 | $0 |
| TELEPHONE | $141 | $0 | $0 | $141 |
| BANK CHARGES | $15 | $0 | $0 | $15 |
| ANNUAL REPORT FILING FEES | $123 | $0 | $0 | $123 |
| COMPUTER AND INTERNET | $653 | $0 | $0 | $653 |
| OFFICE SUPPLIES | $300 | $0 | $0 | $200 |
| UTILITIES | $1,624 | $0 | $0 | $1,624 |
| MEALS AND ENTERTAINMENT | $70 | $0 | $0 | $70 |
| FIRE EXTINGUISHER INSPECTION | $18 | $0 | $0 | $18 |
| MAINTENANCE | $2,280 | $2,280 | $0 | |
| CONDO ASSOCIATION FEES | $2,760 | $2,760 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BANK LINE OF CREDIT | $648,950 | $0 |
| TAX ON INVESTMENT INCOME PAYABLE | $0 | $275 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| THE THOMAS R DUNK TRUST | |||
| 1710 MOSSY CYPRESS LAND | JACKSONVILLE | FL | 32223 |
| CD TOWERS | |||
| 4077 LONDON ROAD | JACKSONVILLE | FL | 32207 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| VARIOUS | $125 | $0 | $0 | $125 |
| PAYROLL | $2,504 | $0 | $0 | $2,504 |
| COUNTY TAX COLLECTOR | $1,447 | $1,447 | $0 |