LLOYD FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LLOYD FAMILY FOUNDATION (EIN 20-1861923)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202431359349105428
- Schema version
- 2023v5.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T14:30:49-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421497901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARRICK & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2016 COMMERCE DRIVE | AddressLine1Txt |
| City | RED OAK | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201861923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LLOYD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LLOY | BusinessNameControlTxt |
| Phone | 2394812153 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 778 CYPRESS LAKE CIRCLE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339196012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA LLOYD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2394812153 | PhoneNum |
| Signature | 2024-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | LLOYD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN C HOLMES CPA | PreparerPersonNm |
| PTIN | P01028877 | PTIN |
| Phone | 7126235471 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,853,761 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,463 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,463 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,463 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $93,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,426 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $93,426 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $6,359 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,577 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $316 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $316 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $316 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $97,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,564 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $100,782 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $42 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $42 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $42 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,995 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,995 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,572 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,572 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,572 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $40,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,006 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $40,006 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $45,615 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $338,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $45,615 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $293,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$241,410 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,949 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,167 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $379,740 | CashBOYAmt |
| Cash EOY | $83,908 | CashEOYAmt |
| Cash EOYFMV | $83,908 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl | $213,679 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $228,532 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $213,679 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $213,679 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,674,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,731,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,556,174 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,282,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,028,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,853,761 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,282,918 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,028,761 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,282,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,028,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,282,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,028,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,282,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$241,410 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,359 | OtherIncreasesAmt |
| Subtotal | $5,047,867 | SubtotalAmt |
| Other Decreases | $19,106 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,028,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY ACCOUNT 919023266501 CAPITAL GAIN DISTRIBUTIONS SEE ATTACHED SCHEDULE | P | 2020-01-01 | 2023-12-31 | $6,954 | $0 | $0 | $6,954 | $0 | $0 | $0 | $6,954 |
| MORGAN STANLEY ACCOUNT 919023266501 SHORT TERM CAPITAL GAIN SEE ATTACHED SCHEDULE | P | 2023-01-01 | 2023-12-31 | $119,425 | $0 | $115,848 | $3,577 | $0 | $0 | $0 | $3,577 |
| MORGAN STANLEY ACCOUNT 919023266501 LONG TERM CAPITAL LOSS SEE ATTACHED SCHEDULE | P | 2020-01-01 | 2023-12-31 | $207,223 | $0 | $211,418 | -$4,195 | $0 | $0 | $0 | -$4,195 |
| MORGAN STANLEY ACCOUNT 919023266501 LONG TERM CAPITAL GAIN SEE ATTACHED SCHEDULE | P | 2020-01-01 | 2023-12-31 | $23 | $0 | $0 | $23 | $0 | $0 | $0 | $23 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,359 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,577 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $805 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $805 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $440 | OriginalReturnTaxPaidAmt |
| Tax Due | $365 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA LLOYD | IndividualWithBooksNm |
| Phone | 2394812153 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 778 CYPRESS LAKE CIRCLE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339196012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS C LLOYD | ||||||||
| 1611 WEST MULBERRY ST | FORT COLLINS | CO | 80521 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CAROLYN F LLOYD | ||||||||
| 1611 WEST MULBERRY ST | FORT COLLINS | CO | 80521 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| LINDA LLOYD | ||||||||
| 778 CYPRESS LAKE CIRCLE | FORT MYERS | FL | 33919 | SECRETARY/TREASURER | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,250,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $293,096 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,856,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,856,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,783,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $805 | TotalTaxAmt |
| Distributable Before Adj | $238,374 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $238,374 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $238,374 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $293,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $293,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $238,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $223,516 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $60,064 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $293,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $223,516 | AppliedToYear1Amt |
| Applied To Prior Years | $60,064 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $228,954 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA LLOYD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 778 CYPRESS LAKE CIRCLE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339196012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2394812153 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION PER ENTITY FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY MARCH 10TH OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PAGE COUNTY IOWA AND SURROUNDING COUTIES: GRAPHIC ARTS AND JOURNALISM | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| IOWA STATE UNIVERSITY | ||||||
| 515 MORRILL ROAD | AMES | IA | 50011 | GOV | ABBIGAIL BURKE SCHOLARSHIP | $2,500 |
| SIMPSON COLLEGE | ||||||
| 701 NORTH C STREET | INDIANOLA | IA | 50125 | GOV | ADDISON OLSON SCHOLARSHIP | $2,500 |
| MORNINGSIDE UNIVERSITY | ||||||
| 1501 MORNINGSIDE AVE | SIOUX CITY | IA | 51106 | GOV | LEVI SON SCHOLARSHIP | $2,500 |
| KANSAS STATE UNIVERSITY | ||||||
| 220 ANDERSON HALL | MANHATTEN | KS | 665060107 | GOV | NATALIE GILBERT SCHOLARSHIP | $5,000 |
| WABASH ARTS CAMP | ||||||
| PO BOX 343 | SHENANDOAH | IA | 51601 | PC | DONATION | $10,000 |
| AMERICAN RED CROSS | ||||||
| 2116 GRAND AVE | DES MOINES | IA | 50312 | PC | DONATION | $20,000 |
| ESSEX CHILD CARE CENTER INC | ||||||
| 513 IOWA AVE | ESSEX | IA | 51638 | PC | DONATION | $100,000 |
| SIERRA CLUB FOUNDATION | ||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | PC | DONATION | $10,000 |
| DELTA DENTAL OF IOWA FIND PROGRAM | ||||||
| 9000 NORTHPARK DRIVE | JOHNSTON | IA | 50131 | PC | DONATION | $500 |
| THE WABASH TRACE NATURE TRAIL | ||||||
| PO BOX 581 | SHENANDOAH | IA | 51601 | PC | DONATION | $25,000 |
| GATES PHILANTHROPY PARTNERS | ||||||
| 500 5TH AVE N | SEATTLE | WA | 98109 | PC | DONATION | $10,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | DONATION | $5,000 |
| NATIONAL PSORIASIS FOUNDATION | ||||||
| 1800 DIAGONAL ROAD 360 | ALEXANDRIA | VA | 22314 | PC | DONATION | $5,000 |
| LARIMER COUNTY FOOD BANK | ||||||
| 5706 WRIGHT DRIVE | LOVELAND | CO | 80538 | PC | DONATION | $5,000 |
| AMYLOIDOSIS FOUNDATION | ||||||
| 7151 N MAIN ST STE 2 | CLARKSTON | MI | 48346 | PC | DONATION | $5,000 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 6704 | HAGGERSTOWN | MD | 21741 | PC | DONATION | $5,000 |
| FRANK LLOYD WRIGHT FOUNDATION | ||||||
| 12621 N FRANK LLOYD WRIGHT BLVD | SCOTTSDALE | AZ | 85259 | PC | DONATION | $10,000 |
| SHENANDOAH IOWA EDUCATION FOUNDATION | ||||||
| PO BOX 351 | SHENANDOAH | IA | 51601 | PC | DONATION | $10,000 |
| EVERLY BROTHERS HOUSE | ||||||
| 619 W SHERIDAN AVE | SHENANDOAH | IA | 51601 | PC | DONATION | $5,000 |
| SHENANDOAH COMMUNITY FOOD PANTRY | ||||||
| PO BOX 241 | SHENANDOAH | IA | 51601 | PC | DONATION | $10,000 |
| GIRLS ON THE RUND OF WESTERN COLORADO | ||||||
| 202 NORTH AVE 284 | GRAND JUNCTION | CO | 81501 | PC | DONATION | $2,500 |
| DRALA MOUNTAIN CENTER | ||||||
| 151 SHAMBHALA WAY | RED FEATHER LAKES | CO | 80545 | PC | DONAITON | $2,500 |
| FAMILY & INTERCULTURAL RESOURCE CENTER | ||||||
| PO BOX 1636 | SILVERTHORNE | CO | 80498 | PC | DONATION | $2,500 |
| BLUE RIVER WATERSHED GROUP | ||||||
| PO BOX 867 | SILVERTHORNE | CO | 80498 | PC | DONATION | $2,500 |
| SMART BELLIES | ||||||
| PO BOX 8374 | BRECKENRIDGE | CO | 80424 | PC | DONATION | $2,500 |
| BUILDING HOPE | ||||||
| PO BOX 1771 | FRISCO | CO | 80443 | PC | DONATION | $2,500 |
| SUMMIT COMMUNITY CARE CLINIC | ||||||
| PO BOX 4337 | FRISCO | CO | 80443 | PC | DONATION | $2,500 |
| HIGH COUNTRY CONSERVATION CENTER | ||||||
| PO BOX 4506 | FRISCO | CO | 80443 | PC | DONATION | $2,500 |
| SUMMIT LOST PET RESCUE | ||||||
| 265 DILLON RIDGE RD STE 3 PMB 554 | DILLON | CO | 80435 | PC | DONATION | $2,500 |
| FRIENDS OF AVALANCE INFORMATION CENTER | ||||||
| PO BOX 1117 | EVERGREEN | CO | 80437 | PC | DONATION | $2,500 |
| COLORADO FOURTEENERS INITIATIVE | ||||||
| 1511 WASHINGTON AVE STE 310 | GOLDEN | CO | 80401 | PC | DONATION | $2,500 |
| SUMMIT HUTS ASSOCIATION | ||||||
| PO BOX 2830 | BRECKENRIDGE | CO | 80424 | PC | DONATION | $2,500 |
| SOS OUTREACH | ||||||
| PO BOX 2020 | AVON | CO | 81620 | PC | DONATION | $2,500 |
| KEYSTONE SCIENCE SCHOOL | ||||||
| 1053 SODA RIDGE RD | KEYSTONE | CO | 80435 | PC | DONATION | $2,500 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | PC | DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,463 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $93,426 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $316 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,358 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $103,563 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,563 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. |
| 4 | INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. |
| 7 | INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. |
| 8 | INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAID | Desc |
| Amt | $19,106 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $40,006 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,006 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NOTE RECEIVABLE INTEREST | $1 | $1 | $1 |
| OTHER INCOME | $315 | $315 | $315 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS | Desc |
| Amt | $6,359 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,572 | Amt |
| Net Investment Income | $3,572 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,572 | AdjustedNetIncomeAmt |
Comments