JOHN H ELLIS FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JOHN H ELLIS FOUNDATION INC (EIN 63-1186160)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-01-19
IRS object ID
201700199349100700
Schema version
2016v3.0
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)
Return2017-01-19T14:22:39-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-01-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWALLACE E LYONSPreparerPersonNm
PTINP01373687PTIN
Phone2569275431PhoneNum
Preparation2017-01-19PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id887829C192A45FC844B1FAD0843D6908C5039A28AtSubmissionCreationDeviceId
At Submission Filing Device Id887829C192A45FC844B1FAD0843D6908C5039A28AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$177,998FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,460DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,460DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,442NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,960GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$834CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,018TotalRevAndExpnssAmt
Total Net Invst Incm$5,294TotalNetInvstIncmAmt
Taxes Rev And Expnss$112TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$112TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$112TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$112TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,112TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,112TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,094ExcessRevenueOverExpensesAmt
Net Investment Income$5,294NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,830CashBOYAmt
Cash EOY$4,056CashEOYAmt
Cash EOYFMV$406CashEOYFMVAmt
Corporate Stock BOY$157,790CorporateStockBOYAmt
Corporate Stock EOY$156,470CorporateStockEOYAmt
Corporate Stock EOYFMV$177,592CorporateStockEOYFMVAmt
Total Assets BOY$167,620TotalAssetsBOYAmt
Total Assets EOY$160,526TotalAssetsEOYAmt
Total Assets EOYFMV$177,998TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$167,620RetainedEarningBOYAmt
Retained Earning EOY$160,526RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$167,620TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$160,526TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$167,620TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$160,526TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$167,620TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,094ExcessRevenueOverExpensesAmt
Subtotal$160,526SubtotalAmt
Tot Net Ast Or Fund Balances EOY$160,526TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$834CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,141AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$185,102NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054786DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,057AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$192,809NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036601DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,134AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$190,667NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.079374DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,605AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$186,466NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051511DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,133AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$185,591NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054599DistributionYr5Rt
Total Distribution0.276871TotalDistributionRt
Average Distribution0.055374AverageDistributionRt
Net Vl Noncharitable Assets$180,500NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,995AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$53NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,048AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,112QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$53InvestmentIncomeExciseTaxAmt
Subtotal$53SubtotalAmt
Tax Based On Investment Income$53TaxBasedOnInvestmentIncomeAmt
Tax Due$53TaxDueAmt

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

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 COURTAUBURNAL36830PRESIDENT000.00$0$0$0
WALLACE E LYONS CPA
105 MAE STREETCENTREAL35960SEC/TREAS000.00$0$0$0
JOHN DRUMMOND JR
P O BOX 28209PANAMA CITYFL324118209DIRECTOR000.00$0$0$0
CHAD HOPPER
440 WEST MAIN STCENTREAL35960DIRECTOR000.00$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$172,117AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,132AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$183,249TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$183,249AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,749CashDeemedCharitableAmt
Net Vl Noncharitable Assets$180,500NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,025MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,025MinimumInvestmentReturnAmt
Tax Based On Investment Income$53TaxBasedOnInvestmentIncomeAmt
Total Tax$53TotalTaxAmt
Distributable Before Adj$8,972DistributableBeforeAdjAmt
Distributable Before Ded$8,972DistributableBeforeDedAmt
Distributable As Adjusted$8,972DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,112ExpensesAndContributionsAmt
Qualifying Distributions$10,112QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$53PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,059AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,972DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$4,930ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$998ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,928TotalExcessDistributionCyovAmt
Qualifying Distributions$10,112QualifyingDistributionsAmt
Applied To Current Year$8,972AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,140RemainingDistriFromCorpusAmt
Total Corpus$7,068TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,068ExcessDistriCyovToNextYrAmt
Excess From Year3$4,930ExcessFromYear3Amt
Excess From Year1$998ExcessFromYear1Amt
Excess From Current Year$1,140ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LAKEVIEW BAPTIST CHURCH
1600 EAST GLENN AVEAUBURNAL36830CHRISTIAN MINISTRY$5,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129CHRISTIAN MISSION WITH YOUTH$1,000
GREAT COMMISSION - INDIA
P O BOX 837AUBURNAL36831CHRISTIAN MISSION$3,000
ATHLETES IN ACTION
651 TAYLOR DRXENIAOH45385CHRISTIAN VALUES IN ATHLETICS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,460ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$1,442ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,018ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,018TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetCLAMOS CONV & HIGH INCOMEAssetDesc
Acquired2003-04AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2016-04SoldDt
Gross Sales Price$4,126GrossSalesPriceAmt
Basis$6,402BasisAmt
Total Net-$2,276TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK MULTI ASSET INCOME$28,947$28,368
CALAM0S HIGH INCOME FUND
INCOME FUND OF AMERICA$87,974$107,718
MFS GROWTH FUND$39,549$41,506

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990PF TAXCategoryTxt
Amt$112Amt
Disbursements Charitable Prps$112DisbursementsCharitablePrpsAmt

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