EDWARD E HADDOCK JR FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD E HADDOCK JR FAMILY FOUNDATION (EIN 26-3929999)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201443189349101329
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T14:00:11-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263929999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward E Haddock Jr Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUNDATION SOURCE | InCareOfNm |
| Business Name Control | EDWA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edward E Haddock III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,915,637 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $181,064 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55,238 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,238 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,309 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $840 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $840 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $840 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $13,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $92,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$580 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $195 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $276,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,356 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $6,172 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,172 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $438 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $438 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,398 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,939 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,459 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $900 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $2,589 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,122 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $41,383 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $41,383 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $101 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $101 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,440 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,440 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,845 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,451 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $139,178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $369,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $353,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,450 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,860,209 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,709,027 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,709,027 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $840 | AcctRcvblAmt |
| Acct Rcvbl EOY | $840 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $840 | AcctRcvblEOYFMVAmt |
| Corporate Stock EOY | $3,931,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,077,750 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $61,296 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,122 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $59,174 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $59,174 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $57,828 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,794 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,519 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $467 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $9,052 | LandEOYAmt |
| Land EOYFMV | $9,052 | LandEOYFMVAmt |
| Total Assets BOY | $19,860,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,767,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,915,637 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $19,860,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,767,078 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,860,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,767,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,860,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,767,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,860,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,131 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,767,078 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,767,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $92,470 | $78,923 | $13,547 | $13,547 |
| Passthrough K1 Capital Gain | $227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,774 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $152,689 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,153,770 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.015038 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,593 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $443,038 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064538 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,236 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $58,472 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.944657 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,308 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,356 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.992448 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 2.016681 | TotalDistributionRt |
| Average Distribution | 0.403336 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,665,848 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,931,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $815 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,932,759 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $363,022 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,629 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,629 | SubtotalAmt |
| Tax Based On Investment Income | $1,629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $942 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $949 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,891 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $262 | OverpaymentAmt |
| Applied To ES Tax | $262 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Edward E Haddock III | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Sec | 40.0 | $0 |
| Edward E Haddock Jr | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman/Dir | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd fl | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $64,202 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,342,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,608,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,823 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,965,328 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,965,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $299,480 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,665,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $983,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $983,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,629 | TotalTaxAmt |
| Distributable Before Adj | $981,663 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $981,663 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $981,663 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $353,503 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $9,519 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $363,022 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $363,022 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $981,663 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $289,378 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $363,022 | QualifyingDistributionsAmt |
| Applied To Year1 | $289,378 | AppliedToYear1Amt |
| Applied To Current Year | $73,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $908,019 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BLOOD WATER MISSION INC | |||||||||||
| 521 8TH AVE S STE 204 | NASHVILLE | TN | 37203 | N/A | PC | General & Unrestricted | $1,500 | ||||
| CENTRAL FLORIDA FOUNDATION INC | |||||||||||
| 1411 EDGEWATER DR STE 203 | ORLANDO | FL | 32804 | N/A | PC | General & Unrestricted | $25,525 | ||||
| CENTRAL FLORIDA ZOOLOGICAL SOCIETY INC | |||||||||||
| PO BOX 470309 | LAKE MONROE | FL | 32747 | N/A | PC | General & Unrestricted | $7,750 | ||||
| COMMON MARKET PHILADELPHIA INC | |||||||||||
| 428 E ERIE AVE | PHILADELPHIA | PA | 19134 | N/A | PC | General & Unrestricted | $500 | ||||
| CORACLE | |||||||||||
| 2883 QUICKSBURG RD | QUICKSBURG | VA | 22847 | N/A | PC | General & Unrestricted | $300 | ||||
| DESIRE STREET MINISTRIES | |||||||||||
| PO BOX 18057 | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $1,000 | ||||
| DUKE UNIVERSITY | |||||||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Partnership for Appalachian Girls' Education (PAGE)Initiative | $5,000 | ||||
| EDWARD E HADDOCK JR FAMILY OPERATING FOUNDATION | |||||||||||
| 3300 UNIVERSITY BLVD STE 218 | WINTER PARK | FL | 32792 | N/A | POF | expenditure responsibility grant | $50,000 | ||||
| ENZIAN THEATRE INC | |||||||||||
| 1300 S ORLANDO AVE | MAITLAND | FL | 32751 | N/A | PC | General & Unrestricted | $4,250 | ||||
| GEORGETOWN UNIVERSITY | |||||||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | Entrepreneurship Initiative at the McDonough School of business | $2,000 | ||||
| GRACE MINISTRIES INTERNATIONAL INC | |||||||||||
| 131 VILLAGE PKWY NE BLDG 4 | MARIETTA | GA | 30067 | N/A | PC | General & Unrestricted | $5,000 | ||||
| LIGHTHOUSE CENTRAL FLORIDA INC | |||||||||||
| 421 E ROBINSON ST | ORLANDO | FL | 32801 | N/A | PC | General & Unrestricted | $1,000 | ||||
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC | |||||||||||
| 11625 RAINWATER DR STE 500 | ALPHARETTA | GA | 30009 | N/A | PC | Edward E Haddock Jr. Family Foundation Fund | $10,000 | ||||
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC | |||||||||||
| 11625 RAINWATER DR STE 500 | ALPHARETTA | GA | 30009 | N/A | PC | Edward E Haddock Jr. Family Foundation Fund | $16,000 | ||||
| ORLANDO BALLET INC | |||||||||||
| 415 E PRINCETON ST | ORLANDO | FL | 32803 | N/A | PC | General & Unrestricted | $1,000 | ||||
| POLIS INSTITUTE INC | |||||||||||
| PO BOX 560531 | ORLANDO | FL | 32856 | N/A | PC | General & Unrestricted | $1,000 | ||||
| PREEMPTIVE LOVE COALITION | |||||||||||
| 1300 DARBYTON DR | HEWITT | TX | 76643 | N/A | PC | General & Unrestricted | $28,500 | ||||
| PREEMPTIVE LOVE COALITION | |||||||||||
| 1300 DARBYTON DR | HEWITT | TX | 76643 | N/A | PC | Tikrit Remedy Mission Initiative | $27,000 | ||||
| RESTORE HOPE ORLANDO INC | |||||||||||
| PO BOX 568606 | ORLANDO | FL | 32856 | N/A | PC | General & Unrestricted | $6,500 | ||||
| RESTORE HOPE ORLANDO INC | |||||||||||
| PO BOX 568606 | ORLANDO | FL | 32856 | N/A | PC | administrative support for the Interim Executive directors | $1,000 | ||||
| SAVORY INSTITUTE ORG INC | |||||||||||
| 637 B S BROADWAY ste 124 | BOULDER | CO | 80305 | N/A | PC | General & Unrestricted | $1,000 | ||||
| SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY | |||||||||||
| 34 WALL ST STE 502 | ASHEVILLE | NC | 28801 | N/A | PC | SAHC stewardship fund | $5,000 | ||||
| STAKEHOLDER FORUM FOR A SUSTAINABLE FUTURE | |||||||||||
| N/A | PC | General & Unrestricted | $500 | 49 Effra Road unit 60 | London | UK | SW2 1BZ | ||||
| THE CARTER CENTER INC | |||||||||||
| 453 FREEDOM PKWY NE | ATLANTA | GA | 30307 | N/A | PC | General & Unrestricted | $500 | ||||
| THE NATURE CONSERVANCY | |||||||||||
| 222 S WESTMONTE DR STE 300 | ALTAMONTE SPRINGS | FL | 32714 | N/A | PC | General & Unrestricted | $1,000 | ||||
| THE NATURE CONSERVANCY | |||||||||||
| 222 S WESTMONTE DR STE 300 | ALTAMONTE SPRINGS | FL | 32714 | N/A | PC | protect and restore the Northern Everglades and Florida Coral Reefs | $4,000 | ||||
| THIRD SECTOR NEW ENGLAND INC | |||||||||||
| 89 S ST STE 700 | BOSTON | MA | 02111 | N/A | PC | Real Food Challenge Program | $500 | ||||
| THIRD SECTOR NEW ENGLAND INC | |||||||||||
| 89 S ST STE 700 | BOSTON | MA | 02111 | N/A | PC | Real Food Challenge Program | $1,000 | ||||
| VALENCIA COLLEGE FOUNDATION INC | |||||||||||
| 190 S ORANGE AVE | ORLANDO | FL | 32801 | N/A | PC | Take Stock in Children Program | $5,000 | ||||
| WILLIAM AND MARY ATHLETIC EDUCATIONAL FOUNDATION | |||||||||||
| PO BOX 399 | WILLIAMSBURG | VA | 23187 | N/A | PC | General & Unrestricted | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,325 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,238 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $840 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$775 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$775 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,581 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Sungate Trust II | |||||||
| 1 | 3300 University Blvd Suite 218 | Winter Park | FL | 32792 | $100,000 | Yes (X) | |
| Edward E Haddock Jr Family Trust | |||||||
| 2 | 3300 University Blvd Suite 218 | Winter Park | FL | 32792 | $81,064 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (31 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | Flatiron Desk | $2,039 | 2013-08-14 |
| 2 | Antique Oak Conference Table | $9,035 | 2013-11-20 |
| 2 | Dinner chairs & Retro Pub table | $1,473 | 2013-08-14 |
| 2 | Wisteria table lamp | $209 | 2013-09-03 |
| 2 | Tiffany Stained Glass table lamp | $718 | 2013-09-02 |
| 2 | 6'11" x 10'1" Red Chobi rug | $4,956 | 2013-09-05 |
| 2 | Chesterfield Sofa | $4,847 | 2013-09-09 |
| 2 | Eloise Chair | $3,630 | 2013-09-09 |
| 2 | Barcelona ARM chairs | $8,307 | 2013-09-30 |
| 2 | 10' X 14' Kazak rug | $6,650 | 2013-10-15 |
| 2 | Refrigerator | $3,265 | 2013-10-28 |
| 2 | Meyda Tiffany 22"H Belvedere Table lamp | $256 | 2013-11-01 |
| 2 | Meyda Tiffany 25"H Albequerque Tbl lamp | $268 | 2013-11-01 |
| 2 | Artwork - On the St. John's River | $758 | 2013-11-04 |
| 2 | "Jaxson" Media Easel | $1,458 | 2013-11-14 |
| 2 | French carved Oak Louis xiiii buffet | $1,975 | 2013-12-05 |
| 2 | Balustrade Salvaged Wood Coffee Table | $1,437 | 2013-12-23 |
| 2 | French Casement Bookcase | $1,527 | 2013-12-23 |
| 2 | French Casement Cabinets | $1,437 | 2013-12-23 |
| 2 | Architectural salvage 1900 Bookcase | $522 | 2013-08-12 |
| 2 | Antique Banker 1920 Oak Armchair | $459 | 2013-08-12 |
| 2 | Antique 1900 Mahogany & leather chair | $668 | 2013-08-12 |
| 2 | Railroad Dpt 1920 Walnut& leather bench | $2,293 | 2013-08-12 |
| 2 | Oak 4 Drawer 1615 Antique File Cabinet | $1,132 | 2013-08-12 |
| 2 | Sawyer Slide Tables | $1,158 | 2013-08-14 |
| 2 | Mission Oak Side Table | $518 | 2013-08-15 |
| 2 | Towsley Factory Cart | $300 | 2013-08-15 |
| 2 | 9' X 12' Kazak rug | $5,114 | 2013-09-05 |
| 2 | Chesterfield Chair | $3,231 | 2013-09-09 |
| 2 | Rebecca Trunk | $579 | 2013-08-14 |
| 2 | Mission Era Oak Double Bookcase | $595 | 2013-08-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bookkeeping | CategoryTxt |
| Amt | $438 | Amt |
| Disbursements Charitable Prps | $438 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| FLATIRON DESK | 2013-08-14 | $2,039 | SL | 7 | $121 |
| OAK CONFRNC TABLE | 2013-11-20 | $9,035 | SL | 7 | $108 |
| DINNER CHAIRS&TBL | 2013-08-14 | $1,473 | SL | 7 | $88 |
| WISTERIA TBL LAMP | 2013-09-03 | $209 | SL | 7 | $10 |
| STND GLASS TB LAMP | 2013-09-03 | $718 | SL | 7 | $34 |
| RED CHOBI RUG | 2013-09-05 | $4,957 | SL | 7 | $236 |
| CHESTERFIELD SOFAS | 2013-09-09 | $4,847 | SL | 7 | $231 |
| ELOISE CHAIRS | 2013-09-09 | $3,630 | SL | 7 | $173 |
| BARCELONA ARMCHRS | 2013-09-30 | $8,307 | SL | 7 | $297 |
| 10 X 14 KAZAK RUG | 2013-10-15 | $6,650 | SL | 7 | $238 |
| REFRIGERATOR | 2013-10-28 | $3,265 | SL | 7 | $78 |
| BELVEDERE TBL LAMP | 2013-11-01 | $256 | SL | 7 | $6 |
| ALBEQUERQUE TB LMP | 2013-11-01 | $268 | SL | 7 | $6 |
| ARTWRK-ST JOHN RVR | 2013-11-04 | $758 | SL | 7 | $18 |
| JAXSON-MEDIA EASEL | 2013-11-14 | $1,458 | SL | 7 | $35 |
| FRENCH OAK BUFFET | 2013-12-05 | $1,975 | SL | 7 | $24 |
| SLVGD WD COFFEE TB | 2013-12-23 | $1,437 | SL | 7 | |
| CASEMENT BOOKCASE | 2013-12-23 | $1,527 | SL | 7 | |
| CASEMENT CABINETS | 2013-12-23 | $1,437 | SL | 7 | |
| SLVG 1900 BOOKCASE | 2013-08-12 | $522 | SL | 7 | $31 |
| 1920 OAK ARMCHAIR | 2013-08-12 | $459 | SL | 7 | $27 |
| 1900 MAHOGANY CHR | 2013-08-12 | $668 | SL | 7 | $40 |
| RAILROAD DPT BENCH | 2013-08-12 | $2,293 | SL | 7 | $136 |
| OAK DRWR FILE CBNT | 2013-08-12 | $1,132 | SL | 7 | $67 |
| SAWYER SLIDE TABLE | 2013-08-14 | $1,158 | SL | 7 | $69 |
| OAK SIDE TABLE | 2013-08-15 | $518 | SL | 7 | $31 |
| TOWSLEY FCTRY CART | 2013-08-15 | $300 | SL | 7 | $18 |
| 9' X 12' KAZAK RUG | 2013-09-05 | $5,114 | SL | 7 | $244 |
| CHESTERFIELD CHRS | 2013-09-09 | $3,231 | SL | 7 | $154 |
| REBECCA TRUNK | 2013-08-14 | $579 | SL | 7 | $34 |
| OAK DBLE BOOKCASE | 2013-08-15 | $595 | SL | 7 | $35 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward E Haddock Jr Family Operating | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 University Blvd Suite 218 | AddressLine1 |
| City | Winter Park | City |
| State | FL | State |
| ZIP Code | 32792 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2013-08-09 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | To support general operating expenses. | PurposeOfGrantTxt |
| Expended By Grantee | $44,941 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 9/23/2013 | DatesOfReportsByGranteeTxt |
| Results Of Verification | None necessary | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK FUNDS II, STRATEGIC | $1,006,172 | $1,027,316 |
| CAPITAL PRODUCT PARTNERS UNITS | $106,056 | $126,687 |
| COSTAMARE INC | $29,580 | $31,059 |
| DYNAGAS LNG PARTNERS LP | $26,925 | $33,825 |
| GASLOG LTD | $72,781 | $85,450 |
| GOLAR LNG LTD | $75,220 | $72,580 |
| GOLAR LNG PARTNERS LP | $101,818 | $93,775 |
| KNOT OFFSHORE PARTNERS LP | $76,371 | $89,920 |
| NAVIOS MARITIME ACQUISITION CO | $48,254 | $55,000 |
| NAVIOS MARITIME PARTNRS LP | $75,847 | $99,424 |
| NORDIC AMERICAN TANKER SHIPPNG | $39,980 | $48,500 |
| PIMCO FUNDS TOTAL RETURN FUND | $1,012,316 | $1,015,959 |
| PIMCO UNCONSTRAINED BOND FUND | $1,004,965 | $997,778 |
| SHIP FINC INTL | $97,629 | $106,470 |
| TEEKAY OFFSHORE PARTNERS LP | $74,750 | $76,107 |
| TEEKAY TANKERS CL A | $82,493 | $117,900 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt |
|---|---|---|
| FLATIRON DESK | $2,039 | $1,918 |
| OAK CONFRNC TABLE | $9,035 | $8,927 |
| DINNER CHAIRS&TBL | $1,473 | $1,385 |
| WISTERIA TBL LAMP | $209 | $199 |
| STND GLASS TB LAMP | $718 | $684 |
| RED CHOBI RUG | $4,957 | $4,721 |
| CHESTERFIELD SOFASC | $4,847 | $4,616 |
| ELOISE CHAIRS | $3,630 | $3,457 |
| BARCELONA ARMCHRS | $8,307 | $8,010 |
| 10 X 14 KAZAK RUG | $6,650 | $6,412 |
| REFRIGERATOR | $3,265 | $3,187 |
| BELVEDERE TBL LAMP | $256 | $250 |
| ALBEQUERQUE TB LMP | $268 | $262 |
| ARTWRK-ST JOHN RVR | $758 | $740 |
| JAXSON-MEDIA EASEL | $1,458 | $1,423 |
| FRENCH OAK BUFFET | $1,975 | $1,951 |
| SLVGD WD COFFEE TB | $1,437 | $1,437 |
| CASEMENT BOOKCASE | $1,527 | $1,527 |
| CASEMENT CABINETS | $1,437 | $1,437 |
| SLVG 1900 BOOKCASE | $522 | $491 |
| 1920 OAK ARMCHAIR | $459 | $432 |
| 1900 MAHOGANY CHR | $668 | $628 |
| RAILROAD DPT BENCH | $2,293 | $2,157 |
| OAK DRWR FILE CBNT | $1,132 | $1,065 |
| SAWYER SLIDE TABLE | $1,158 | $1,089 |
| OAK SIDE TABLE | $518 | $487 |
| TOWSLEY FCTRY CART | $300 | $282 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TEEKAY LNG PARTNERS LP | CategoryOrItemTxt |
| Book Value | $57,828 | BookValueAmt |
| EOYFMV | $59,794 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 9' X 12' KAZAK RUG | $5,114 | $244 | $4,870 |
| CHESTERFIELD CHRS | $3,231 | $154 | $3,077 |
| REBECCA TRUNK | $579 | $34 | $545 |
| OAK DBLE BOOKCASE | $595 | $35 | $560 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE | CategoryTxt |
| Legal Fees | $6,172 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,172 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $64,202 | $64,202 | |
| Bank Charges | $290 | $290 | |
| K-1 Exp TEEKAY LNG PARTNERS LP | $52 | $52 | |
| Office Supplies | $122 | $122 | |
| State or Local Filing Fees | $105 | $105 | |
| PROPERTY INSURANCE | $3,010 | $3,010 | |
| EQUIPMENT/MAINTENANCE EXPENSES | $10,249 | $746 | $9,503 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss TEEKAY LNG PARTNERS LP | Desc |
| Revenue And Expenses Per Books | -$580 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $195 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Appraisal Services | $3,375 | $3,375 | |
| Investment Management Services | $2,939 | $2,939 | |
| Philanthropic Consulting Srvcs | $18,084 | $18,084 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2013 | CategoryTxt |
| Amt | $900 | Amt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD E HADDOCK JR FAMILY OPERATING Fdn | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 UNIVERSITY BLVD STE 218 | AddressLine1 |
| City | WINTER PARK | City |
| State | FL | State |
| ZIP Code | 32792 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452671147 | EIN |
| Desc | Expenditure Responsibility Grant | Desc |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
Comments