LLOYD FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LLOYD FAMILY FOUNDATION (EIN 20-1861923)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202311359349103066
- Schema version
- 2022v5.0
- 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
- General Explanation Attachment
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T09:42:27-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-04-17 | 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 |
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 | 2022 | 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 | $4,539,666 | 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 | $941 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $941 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $941 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $73,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,700 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $73,700 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $6,753 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,753 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,753 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $81,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,394 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $81,394 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $9,350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,350 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $9,350 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,920 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,920 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,920 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,646 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,646 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,646 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35,927 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,927 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $35,927 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $51,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $51,843 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $51,843 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$110,449 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,551 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,551 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $333,473 | CashBOYAmt |
| Cash EOY | $379,740 | CashEOYAmt |
| Cash EOYFMV | $379,740 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl | $228,532 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $228,532 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $228,532 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,203,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,674,646 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,931,394 | 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 | $4,536,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,282,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,539,666 | 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 | $4,536,852 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,282,918 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,536,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,282,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,536,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,282,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,536,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$110,449 | ExcessRevenueOverExpensesAmt |
| Other Increases | $928,279 | OtherIncreasesAmt |
| Subtotal | $5,354,682 | SubtotalAmt |
| Other Decreases | $71,764 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,282,918 | 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 DIS | P | 2019-01-01 | 2022-12-31 | $403 | $0 | $0 | $403 | $0 | $0 | $0 | $403 |
| MORGAN STANLEY ACCOUNT 919023266501 SHORT TERM CAP LOSS-SEE ATTACHED SCHEDULE | P | 2022-01-01 | 2022-12-31 | $100,255 | $0 | $100,774 | -$519 | $0 | $0 | $0 | -$519 |
| MORGAN STANLEY ACCOUNT 919023266501 LONG TERM CAP LOSS-SEE ATTACHED SCHEDULE | P | 2019-01-01 | 2022-12-31 | $699,986 | $0 | $763,499 | -$63,513 | $0 | $0 | $0 | -$63,513 |
| MORGAN STANLEY ACCOUNT 919023266501 LONG TERM CAP LOSS-SEE ATTACHED SCHEDULE | P | 2019-01-01 | 2022-12-31 | $762 | $0 | $0 | $762 | $0 | $0 | $0 | $762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$62,867 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$519 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $411 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $411 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 | $3,916,197 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $404,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $226,275 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,546,750 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,546,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,478,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,927 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,927 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $411 | TotalTaxAmt |
| Distributable Before Adj | $223,516 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $223,516 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $223,516 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $140,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $199,015 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $1,049 | 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 | $140,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $138,951 | AppliedToYear1Amt |
| Applied To Prior Years | $1,049 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $60,064 | Taxable2Amt |
| Undistributed Income CY | $223,516 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNIVERSITY OF IOWA | ||||||
| 17 CALVING HALL | IOWA CITY | IA | 52242 | GOV | DELANEY BOPP SCHOLARSHIP | $2,500 |
| UNIVERSITY OF NORTHERN IOWA | ||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 506140024 | GOV | FAITH SLEEP SCHOLARSHIP | $2,500 |
| MORNINGSIDE UNIVERSITY | ||||||
| 1501 MORNINGSIDE AVE | SIOUX CITY | IA | 51106 | GOV | LEVI SON SCHOLARSHIP | $5,000 |
| 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 | $5,000 |
| SHENANDOAH MEDICAL CENTER FOUNDATION | ||||||
| 300 PERSHING AVE | SHENANDOAH | IA | 51601 | PC | DONATION | $100,000 |
| GREATER SHENANDOAH FOUNDATION | ||||||
| 601 DR CREIGHTON CIRCLE | SHENANDOAH | IA | 51601 | PC | DONATION | $10,000 |
| SIERRA CLUB FOUNDATION | ||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | PC | DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | 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 | $941 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73,700 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,753 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,394 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,394 | 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 | INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. |
| 4 | INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. |
| 7 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MERGER OF DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATION WITH LLOYD FAMILY FOUNDATION | FormAndLineReferenceDesc |
| Medium Explanation | ALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATIONALL OF THE ASSETS OF THE DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATION | MediumExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX PAID | $8,897 |
| NET CAPITAL LOSS | $62,867 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $35,927 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35,927 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,927 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE INTEREST | Desc |
| Revenue And Expenses Per Books | $6,753 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,753 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,753 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERGER OF DENNIS LLOYD EDUCTIONAL TRUST | Desc |
| Amt | $928,279 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,646 | Amt |
| Net Investment Income | $3,646 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,646 | AdjustedNetIncomeAmt |
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