LLOYD FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LLOYD FAMILY FOUNDATION (EIN 20-1861923)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-04
IRS object ID
202222779349100507
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-04T09:13:37-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421497901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARRICK & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12016 COMMERCE DRIVEAddressLine1Txt
CityRED OAKCityNm
State AbbreviationIAStateAbbreviationCd
ZIP51566ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201861923EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LLOYD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLLOYBusinessNameControlTxt
Phone2394812153PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1778 CYPRESS LAKE CIRCLEAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP339196012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA LLOYDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2394812153PhoneNum
Signature2022-04-29SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLINDAPersonFirstNm
Person LastLLOYDPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN C HOLMES CPAPreparerPersonNm
PTINP01028877PTIN
Phone7126235471PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,500,087FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$230InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$230InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$230InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$63,120DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,120DividendsNetInvstIncmAmt
Dividends Adj Net Incm$63,120DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$719,914CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$93,447NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$213,350TotalRevAndExpnssAmt
Total Net Invst Incm$783,264TotalNetInvstIncmAmt
Total Adj Net Incm$156,797TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$7,348LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,348LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$7,348LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,085AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,085AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,085AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,192TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,192TaxesNetInvstIncmAmt
Taxes Adj Net Incm$2,192TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$36,273OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36,273OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$36,273OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$46,898TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,898TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$46,898TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$149,898TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,898TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$46,898TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$103,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,452ExcessRevenueOverExpensesAmt
Net Investment Income$736,366NetInvestmentIncomeAmt
Adjusted Net Income$109,899AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$296,591CashBOYAmt
Cash EOY$333,473CashEOYAmt
Cash EOYFMV$333,473CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$3,458,803CorporateStockBOYAmt
Corporate Stock EOY$4,203,379CorporateStockEOYAmt
Corporate Stock EOYFMV$4,166,614CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,755,394TotalAssetsBOYAmt
Total Assets EOY$4,536,852TotalAssetsEOYAmt
Total Assets EOYFMV$4,500,087TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,755,394RetainedEarningBOYAmt
Retained Earning EOY$4,536,852RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,755,394TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,536,852TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,755,394TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,536,852TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,755,394TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,452ExcessRevenueOverExpensesAmt
Other Increases$719,914OtherIncreasesAmt
Subtotal$4,538,760SubtotalAmt
Other Decreases$1,908OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,536,852TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY ACCT 023266 CAPITAL GAIN DISP2018-01-012021-12-31$84,536$0$0$84,536$0$0$0$84,536
MORGAN STANLEY ACCT 020940 CAPITAL GAIN DISP2018-01-012021-12-31$1,544$0$0$1,544$0$0$0$1,544
MORGAN STANLEY ACCT 023266 SHORT TERM CAP GAINP2021-04-302021-12-31$1,205,564$0$1,114,292$91,272$0$0$0$91,272
MORGAN STANLEY ACCT 023266 LONG TERM CAP GAINP2014-10-152021-12-31$2,537,797$0$2,000,398$537,399$0$0$0$537,399
MORGAN STANLEY ACCT 023267 SHORT TERM CAP GAINP2021-04-302021-12-31$42,864$0$40,689$2,175$0$0$0$2,175
MORGAN STANLEY ACCT 023267 LONG TERM CAP GAINP2014-10-152021-12-31$189,634$0$186,646$2,988$0$0$0$2,988
FieldValueIRS element (for citing)
Capital Gain Net Income$719,914CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$93,447NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,235InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,235SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,235TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,320EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$8,886ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$10,206TotalPaymentsAndCreditsAmt
Original Return Tax Paid$10,206OriginalReturnTaxPaidAmt
Tax Due$29TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLINDA LLOYDIndividualWithBooksNm
Phone2394812153PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1778 CYPRESS LAKE CIRCLEAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP339196012ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS C LLOYD
1611 WEST MULBERRY STFORT COLLINSCO80521PRESIDENT5.00$0$0$0
CAROLYN F LLOYD
1611 WEST MULBERRY STFORT COLLINSCO80521VICE PRESIDENT5.00$0$0$0
LINDA LLOYD
778 CYPRESS LAKE CIRCLEFORT MYERSFL33919SECRETARY/TREASURER5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,968,516AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$280,216AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,248,732TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,248,732AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,731CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,185,001NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,250MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,250MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,235TaxBasedOnInvestmentIncomeAmt
Total Tax$10,235TotalTaxAmt
Distributable Before Adj$199,015DistributableBeforeAdjAmt
Distributable Before Ded$199,015DistributableBeforeDedAmt
Distributable As Adjusted$199,015DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,000ExpensesAndContributionsAmt
Qualifying Distributions$103,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$199,015DistributableAsAdjustedAmt
Undistributed Income PY$104,049UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$103,000QualifyingDistributionsAmt
Applied To Year1$103,000AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$1,049Taxable2Amt
Undistributed Income CY$199,015UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLINDA LLOYDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1778 CYPRESS LAKE CIRCLEAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP339196012ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2394812153RecipientPhoneNum
Form And Info And MaterialsAPPLICATION PER ENTITY FORM.FormAndInfoAndMaterialsTxt
Submission DeadlinesBY MARCH 10TH OF EACH YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsPAGE COUNTY IOWA AND SURROUNDING COUTIES: GRAPHIC ARTS AND JOURNALISMRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF IOWA
17 CALVING HALLIOWA CITYIA52242GOVDELANEY BOPP SCHOLARSHIP$5,000
UNIVERSITY OF NORTHERN IOWA
105 GILCHRIST HALLCEDAR FALLSIA506140024GOVFAITH SLEEP SCHOLARSHIP$5,000
IOWA CENTRAL COMMUNITY COLLEGE
ONE TRITON CIRCLEFORT DODGEIA50501GOVLEVI SON SCHOLARSHIP$2,500
MORNINGSIDE UNIVERSITY
1501 MORNINGSIDE AVESIOUX CITYIA51106GOVLEVI SON SCHOLARSHIP$2,500
UNIVERSITY OF NEBRASKA-LINCOLN
PO BOX 880411LINCOLNNE685880411GOVCAELAN DEBBAN SCHOLARSHIP$2,500
KANSAS STATE UNIVERSITY
220 ANDERSON HALLMANHATTENKS665060107GOVNATALIE GILBERT SCHOLARSHIP$5,000
WABASH ARTS CAMP
PO BOX 343SHENANDOAHIA51601PCDONATION$2,000
AMERICAN RED CROSS
2116 GRAND AVEDES MOINESIA50312PCDONATION$20,000
EDUCATION FOUNDATION OF THE SUMMIT
PO BOX 6702BRECKENRIDGECO80424PCDONATION$5,000
WABASH NATURE TRACE
PO BOX 581SHENANDOAIA51601PCDONATION$10,000
ASPEN CENTER FOR ENVIRONMENTAL STUDIES
100 PUPPY SMITH STASPENCO81611PCDONATION$2,000
FAMILY & INTERCULTURAL RESOURCE CTR
PO BOX 1636SILVERTHORNECO80498PCDONATION$2,500
GATES PHILANTHROPY PARTNERS
PO BOX 23350SEATTLEWA98102PCDONATION$20,000
POUDRE SCHOOL DISTRICT FOUNDATION
1630 S STOVER STFORT COLLINSCO80525PCDONATION$5,000
SUMMIT COMMUNITY CARE CLINIC
PO BOX 4337FRISCOCO80443PCDONATION$2,500
BUILDING HOPE SUMMIT COUNTY
PO BOX 1771FRISCOCO80443PCDONATION$2,000
KEYSTONE SCIENCE SCHOOL
1053 SODA RIDGE RDKEYSTONECO80435PCDONATION$1,500
EARLY CHILDHOOD OPTIONS
PO BOX 3355DILLONCO80435PCDONATION$1,000
FRIENDS OF THE DILLON RANGER DISTRICT
PO BOX 1648SILVERTHORNECO80498PCDONATION$500
FRIENDS OF SUMMIT COUNTY RESCUE GROUP
PO BOX 1794BRECKENRIDGECO80424PCDONATION$500
SOS OUTREACH
PO BOX 2020AVONCO81620PCDONATION$500
GIRLS ON THE RUN INTERNATIONAL
PO BOX 30667CHARLOTTENC28230PCDONATION$500
SHENANDOAH EDUCATION FOUNDATION
PO BOX 351SHENANDOAHIA51601PCDONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$230RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$63,120RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$63,350RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,350TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS.
4INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
THOMAS LLOYD
11611 W MULBERRYFORT COLLINSCO80521$100,000Yes (X)
W MAXWELL LLOYD
21611 W MULBERRYFORT COLLINSCO80521$25,000Yes (X)
ALLISON LLOYD
31611 W MULBERRYFORT COLLINSCO80521$25,000Yes (X)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAX PAIDDesc
Amt$1,908Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$36,273RevenueAndExpensesPerBooksAmt
Net Investment Income$36,273NetInvestmentIncomeAmt
Adjusted Net Income$36,273AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET CAPITAL GAINDesc
Amt$719,914Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$2,192Amt
Net Investment Income$2,192NetInvestmentIncomeAmt
Adjusted Net Income$2,192AdjustedNetIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.