2023-05-15T09:42:27-07:00 2022-12-31 421497901 CARRICK & ASSOCIATES LLP 2016 COMMERCE DRIVE RED OAK IA 51566 990PF 2022-01-01 201861923 LLOYD FAMILY FOUNDATION LLOY 2394812153 778 CYPRESS LAKE CIRCLE FORT MYERS FL 339196012 LINDA LLOYD TREASURER 2394812153 2023-04-17 true LINDA LLOYD XXX-XX-XXXX true STEPHEN C HOLMES CPA P01028877 7126235471 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 4539666 X X 941 941 941 73700 73700 73700 0 0 0 6753 6753 6753 81394 81394 81394 9350 9350 9350 2920 2920 2920 0 3646 3646 3646 0 35927 35927 35927 51843 51843 51843 0 140000 140000 191843 51843 51843 140000 -110449 29551 29551 333473 379740 379740 0 228532 228532 228532 4203379 4674646 3931394 0 0 0 0 0 0 4536852 5282918 4539666 0 0 0 0 0 X 4536852 5282918 4536852 5282918 4536852 5282918 4536852 -110449 928279 5354682 71764 5282918 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 100255 0 100774 -519 0 0 0 -519 MORGAN STANLEY ACCOUNT 919023266501 LONG TERM CAP LOSS-SEE ATTACHED SCHEDULE P 2019-01-01 2022-12-31 699986 0 763499 -63513 0 0 0 -63513 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 -62867 -519 411 0 411 0 411 0 0 0 411 0 false false false false false false false false true FL true false true false false true N/A LINDA LLOYD 2394812153 778 CYPRESS LAKE CIRCLE FORT MYERS FL 339196012 false false false false false false false false true 2021 true false false false false false false false false false false false 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 NONE 0 NONE 0 3916197 404278 226275 4546750 0 4546750 68201 4478549 223927 223927 411 411 223516 223516 223516 140000 140000 223516 199015 2020 1049 0 0 0 0 0 0 140000 138951 1049 0 0 0 0 0 60064 223516 0 0 0 0 0 0 0 LINDA LLOYD 778 CYPRESS LAKE CIRCLE FORT MYERS FL 339196012 2394812153 APPLICATION PER ENTITY FORM. BY MARCH 10TH OF EACH YEAR. PAGE COUNTY IOWA AND SURROUNDING COUTIES: GRAPHIC ARTS AND JOURNALISM UNIVERSITY OF IOWA 17 CALVING HALL IOWA CITY IA 52242 GOV DELANEY BOPP SCHOLARSHIP 2500 UNIVERSITY OF NORTHERN IOWA 105 GILCHRIST HALL CEDAR FALLS IA 506140024 GOV FAITH SLEEP SCHOLARSHIP 2500 MORNINGSIDE UNIVERSITY 1501 MORNINGSIDE AVE SIOUX CITY IA 51106 GOV LEVI SON SCHOLARSHIP 5000 KANSAS STATE UNIVERSITY 220 ANDERSON HALL MANHATTEN KS 665060107 GOV NATALIE GILBERT SCHOLARSHIP 5000 WABASH ARTS CAMP PO BOX 343 SHENANDOAH IA 51601 PC DONATION 5000 SHENANDOAH MEDICAL CENTER FOUNDATION 300 PERSHING AVE SHENANDOAH IA 51601 PC DONATION 100000 GREATER SHENANDOAH FOUNDATION 601 DR CREIGHTON CIRCLE SHENANDOAH IA 51601 PC DONATION 10000 SIERRA CLUB FOUNDATION 2101 WEBSTER ST STE 1250 OAKLAND CA 94612 PC DONATION 10000 140000 941 73700 6753 81394 81394 3 INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. 4 INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. 7 INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. false false false false false false false false false false MERGER OF DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATION WITH LLOYD FAMILY FOUNDATION 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 FEDERAL INCOME TAX PAID 8897 NET CAPITAL LOSS 62867 INVESTMENT FEES 35927 35927 35927 NOTE RECEIVABLE INTEREST 6753 6753 6753 MERGER OF DENNIS LLOYD EDUCTIONAL TRUST 928279 FOREIGN TAXES PAID 3646 3646 3646