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JOHN H ELLIS FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JOHN H ELLIS FOUNDATION INC (EIN 63-1186160)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-26
IRS object ID
202131169349101113
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-26T15:17:33-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN631143683PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LYONS & MORGAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1105 MAE STREETAddressLine1Txt
CityCENTRECityNm
State AbbreviationALStateAbbreviationCd
ZIP35960ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN631186160EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN H ELLIS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone2569275431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 MAE STREETAddressLine1Txt
CityCENTRECityNm
State AbbreviationALStateAbbreviationCd
ZIP35960ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN ERIC ELLISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2569275431PhoneNum
Signature2021-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHN ERICPersonFirstNm
Person LastELLISPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWALLACE E LYONSPreparerPersonNm
PTINP01373687PTIN
Phone2569275431PhoneNum
Preparation2021-04-26PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,342,304FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,148,776ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,645DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,645DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,243NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,688GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,243CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,158,664TotalRevAndExpnssAmt
Total Net Invst Incm$9,888TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,645OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,645OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$27TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$27TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,672TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,645TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,672TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,645TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,027TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,136,992ExcessRevenueOverExpensesAmt
Net Investment Income$8,243NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,196CashBOYAmt
Cash EOY$3,170CashEOYAmt
Cash EOYFMV$3,170CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,112SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$492,459SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$492,459SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$144,765CorporateStockBOYAmt
Corporate Stock EOY$132,660CorporateStockEOYAmt
Corporate Stock EOYFMV$187,899CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$658,776LandBldgEquipCostOrOtherBssAmt
Land EOY$658,776LandEOYAmt
Land EOYFMV$658,776LandEOYFMVAmt
Total Assets BOY$150,073TotalAssetsBOYAmt
Total Assets EOY$1,287,065TotalAssetsEOYAmt
Total Assets EOYFMV$1,342,304TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$150,073RetainedEarningBOYAmt
Retained Earning EOY$1,287,065RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$150,073TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,287,065TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$150,073TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,287,065TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$150,073TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,136,992ExcessRevenueOverExpensesAmt
Subtotal$1,287,065SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,287,065TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EVENTRIDE GILEAD FUNDP2017-05-092020-07-30$10,000$5,705$4,295$4,295
EVENTIDE GILEAD FUNDP2017-05-092020-11-09$5,000$2,530$2,470$2,470
NORTHERN LTS FDP2017-05-112020-11-09$6,139$5,210$929$929
FieldValueIRS element (for citing)
Capital Gain Net Income$8,243CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$115InvestmentIncomeExciseTaxAmt
Subtotal$115SubtotalAmt
Tax Based On Investment Income$115TaxBasedOnInvestmentIncomeAmt
Tax Due$115TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWALLACE E LYONSIndividualWithBooksNm
Phone2569275431PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1105 MAE STREETAddressLine1Txt
CityCENTRECityNm
State AbbreviationALStateAbbreviationCd
ZIP35960ZIPCd
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
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN ERIC ELLIS
1731 EASTON COURTAUBURNAL36830PRESIDENT5.00$0$0$0
WALLACE E LYONS
105 MAE STREETCENTREAL35960VICE PRESIDE1.00$0$0$0
JOHN DRUMMOND
P O BOX 28209PANAMA CITYFL324118209DIRECTOR0.50$0$0$0
CHAD HOPPER
440 WEST MAIN STCENTREAL35960SECRETARY/TR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$189,806AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,996AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$24,241FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$219,043TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$219,043AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,286CashDeemedCharitableAmt
Net Vl Noncharitable Assets$215,757NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,788MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,788MinimumInvestmentReturnAmt
Tax Based On Investment Income$115TaxBasedOnInvestmentIncomeAmt
Total Tax$115TotalTaxAmt
Distributable Before Adj$10,673DistributableBeforeAdjAmt
Distributable Before Ded$10,673DistributableBeforeDedAmt
Distributable As Adjusted$10,673DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,027ExpensesAndContributionsAmt
Qualifying Distributions$20,027QualifyingDistributionsAmt
Adjusted Qualifying Distri$20,027AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,673DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$998ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,140ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,128ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,020ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,673ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,959TotalExcessDistributionCyovAmt
Qualifying Distributions$20,027QualifyingDistributionsAmt
Applied To Current Year$10,673AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,354RemainingDistriFromCorpusAmt
Total Corpus$33,313TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$998ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,315ExcessDistriCyovToNextYrAmt
Excess From Year4$1,140ExcessFromYear4Amt
Excess From Year3$5,128ExcessFromYear3Amt
Excess From Year2$9,020ExcessFromYear2Amt
Excess From Year1$7,673ExcessFromYear1Amt
Excess From Current Year$9,354ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129CHRISTIAN MISSION WITH YOUTH$7,500
GREAT COMMISSION - INDIA
P O BOX 837AUBURNAL36831CHRISTIAN MISSION$10,000
ATHLETES IN ACTION
651 TAYLOR DRXENIAOH45385CHRISTIAN VALUES IN ATHLETICS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,645ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,243ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,888ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,888TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
JOHN ERIC ELLIS
11731 EASTON COURTAUBURNAL36830$658,776Yes (X)
WATT ANDREW ELLIS
27661 AL HWY 9CENTREAL35960$490,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyFARM LANDNoncashPropertyDesc
Fair Market Value$658,776FairMarketValueAmt
Received2020-12-29ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EVENTIDE GILEAD FUND CLASS 1$30,013$65,249
TIMOTHY PLAN ISRAEL COMMON VALUES$15,864$23,433
NORTHEN LTS INSPIRE GBL HOPE$26,050$33,435
NORTHERN LTS INSPIRE SMALL ETF$24,750$29,890
EATON VANCE SHORT DURATION GVT$17,986$17,714
EVENTIDE LIMITED TERM BOND$17,997$18,178

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$658,776CostOrOtherBasisAmt
Book Value$658,776BookValueAmt
EOYFMV$658,776EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$1,645Amt
Net Investment Income$1,645NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990PF TAXCategoryTxt
Amt$27Amt
Disbursements Charitable Prps$27DisbursementsCharitablePrpsAmt

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