Form990-PF
Click to see list of attachments
Click to see list of attachmentsClick to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Edward E Haddock Jr Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)15 N EOLA DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Orlando, FL32801
A Employer identification number

26-3929999
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$50,457,486J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 11,075 11,075  
4 Dividends and interest from securities... 957,648 957,648  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,720,319
b Gross sales price for all assets on line 6a 21,823,760
7 Capital gain net income (from Part IV, line 2)... 5,720,319
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 718,201 300,833 209,575
12 Total. Add lines 1 through 11........ 7,407,243 6,989,875 209,575
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 218,000     218,000
14 Other employee salaries and wages...... 268,220     268,220
15 Pension plans, employee benefits....... 59,279     59,279
16a Legal fees (attach schedule)......... Click to see attachment 44,573 11,210 0 33,364
b Accounting fees (attach schedule)....... Click to see attachment 5,305 0 1,177 4,128
c Other professional fees (attach schedule).... Click to see attachment 109,121 33,461 33,057 42,603
17 Interest............... 628      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 100,387 2,017 469 178
19 Depreciation (attach schedule) and depletion... Click to see attachment 44,810 2,031  
20 Occupancy.............. 103,489   75,132 28,357
21 Travel, conferences, and meetings....... 4,672   185 4,487
22 Printing and publications.......... 8,495   848 7,647
23 Other expenses (attach schedule)....... Click to see attachment 268,905 13,302 98,707 156,306
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,235,884 62,021 209,575 822,569
25 Contributions, gifts, grants paid....... 551,250 551,250
26 Total expenses and disbursements. Add lines 24 and 25 1,787,134 62,021 209,575 1,373,819
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,620,109
b Net investment income (if negative, enter -0-) 6,927,854
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 11,187,736 2,195,110 2,195,110
3 Accounts receivable bullet1,915
Less: allowance for doubtful accounts bullet   1,915 1,915 1,915
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet111,368
Less: allowance for doubtful accounts bullet   105,368 Click to see attachment111,368 111,368
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 15,873,764 Click to see attachment19,805,096 22,987,072
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet75,506
Less: accumulated depreciation (attach schedule) bullet67,940 9,597 Click to see attachment7,566 7,566
12 Investments—mortgage loans............. 1,432,110    
13 Investments—other (attach schedule).......... 8,520,691 Click to see attachment20,354,259 22,349,496
14 Land, buildings, and equipment: basis bullet2,681,909
Less: accumulated depreciation (attach schedule) bullet187,433 2,315,164 Click to see attachment2,494,476 2,625,786
15 Other assets (describe bullet) Click to see attachment80,500 Click to see attachment179,163 Click to see attachment179,173
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,526,845 45,148,953 50,457,486
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 39,526,845 45,148,953
29 Total net assets or fund balances (see instructions)..... 39,526,845 45,148,953
30 Total liabilities and net assets/fund balances (see instructions). 39,526,845 45,148,953
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
39,526,845
2
Enter amount from Part I, line 27a .....................
2
5,620,109
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,999
4
Add lines 1, 2, and 3 ..........................
4
45,148,953
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
45,148,953
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Sec 751 Gain on Sale of Ptshp Reclass      
c JFVISITOR - 6.25% - 04/11/2023 P 2019-06-11 2021-08-17
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,391,650   14,399,856 5,991,794
b     271,475 -271,475
c 1,432,110   1,432,110  
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       5,991,794
b       -271,475
c        
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 5,720,319
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 96,297
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 96,297
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 98,390
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 98,390
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,093
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,093 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, FL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see attachment.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    EDITH K HADDOCK Dir
    1.0     		0 0 0
    15 N EOLA DRIVE
    Orlando,FL32801
    Edward E Haddock III Pres, Sec, Dir
    40.0     		218,000 4,388 0
    15 N EOLA DRIVE
    Orlando,FL32801
    Edward E Haddock Jr Chairman, Dir
    1.0     		0 0 0
    15 N EOLA DRIVE
    Orlando,FL32801
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    AMY WOELBERN EXEC ASST & OPER DIR
    40.0     		91,648 3,175  
    15 N EOLA DR
    ORLANDO,FL32801
    Demetrius Summerville DIR. CMTY ENGAGEMENT
    40.0     		66,538 7,404  
    15 N EOLA DR
    ORLANDO,FL32801
    JACQUELYN ZINCK DIR. JUSTICE STRATEG
    40.0     		51,362 1,856  
    15 N EOLA DR
    ORLANDO,FL32801
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    FOUNDATION SOURCE Philanthropic 87,250
    55 WALLS DRIVE 3RD FL
    FAIRFIELD,CT06824
    Mecca Builders LLC CONSTRUCTION 215,726
    500 Winderley Pl Unit 100
    MAITLAND,FL32751
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 DR.HADDOCK CIVIL RIGHTS ARCHIVE-TO CREATE PHYSICAL/ONLINE RESOURCE AROUND LIFE OF DR.EDWARD E. HADDOCK, A CIVIL RIGHTS ACTIVIST COMMITTED TO EQUAL OPPORTUNITY & RELIGIOUS FREEDOM 8,024
    2 US SLAVERY & ABOLITION ARCHIVE-TO GATHER & PRESERVE ORIGINAL DOCUMENTS AND ARTIFACTS SURROUNDING THE HISTORY OF SLAVERY, ABOLITION AND CIVIL RIGHTS IN THE US & MAKE ARCHIVE FREE 76,029
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    27,476,279
    b
    Average of monthly cash balances.......................
    1b
    6,535,110
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,418,877
    d
    Total (add lines 1a, b, and c).........................
    1d
    45,430,266
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    45,430,266
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    681,454
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    44,748,812
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,237,441
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    2,237,441
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    96,297
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    47,767
    c
    Add lines 2a and 2b............................
    2c
    144,064
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,093,377
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,093,377
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,093,377
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,093,377
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 441,081
    b From 2017...... 119,926
    c From 2018...... 280,666
    d From 2019...... 74,060
    e From 2020......  
    f Total of lines 3a through e ........ 915,733
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,692,574
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 1,692,574
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 400,803 400,803
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 514,930
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		40,278
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		474,652
    10 Analysis of line 9:
    a Excess from 2017.... 119,926
    b Excess from 2018.... 280,666
    c Excess from 2019.... 74,060
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ARRABON
    8280 GREENSBORO DR STE 140
    MC LEAN,VA22102     		N/A PC General & Unrestricted 2,500
    BALSAM MOUNTAIN TR
    81 PRESERVE RD
    SYLVA,NC28779     		N/A PC General & Unrestricted 1,000
    CAPTAINS FOR CLEAN WATER INC
    2031 JACKSON ST STE 150
    FORT MYERS,FL33901     		N/A PC General & Unrestricted 500
    CENTRAL FLORIDA ZOOLOGICAL SOCIETY INC
    PO BOX 470309
    LAKE MONROE,FL32747     		N/A PC General & Unrestricted 2,500
    CHINA PARTNERSHIP
    PO BOX 588
    METUCHEN,NJ08840     		N/A PC General & Unrestricted 500
    ELEVATION SCHOLARS INC
    201 E PINE ST STE 200
    ORLANDO,FL32801     		N/A PC General & Unrestricted 1,000
    ENZIAN THEATRE INC
    1300 S ORLANDO AVE
    MAITLAND,FL32751     		N/A PC General & Unrestricted 2,500
    FLORIDA COLLEGIATE SUMMER LEAGUE INC
    477 COMMERCE WAY STE 115
    LONGWOOD,FL32750     		N/A PC General & Unrestricted 500
    GEORGE Y POCOCK ROWING FOUNDATION
    3320 FUHRMAN AVE E
    SEATTLE,WA98102     		N/A PC A Beautiful Thing Fund 500
    GEORGETOWN UNIVERSITY
    2115 WISCONSIN AVE NW STE 500
    WASHINGTON,DC20007     		N/A PC Georgetown Entrepreneurship Program 1,500
    GREENWAVE ORGANIZATION CORP
    315 FRONT ST
    NEW HAVEN,CT06513     		N/A PC General & Unrestricted 1,000
    GREYHOUNDS IN MOTION INC
    1891 BRYAN AVE
    WINTER PARK,FL32789     		N/A PC General & Unrestricted 500
    HEMOPHILIA OF GEORGIA INC
    8607 ROBERTS DR
    SANDY SPRINGS,GA30350     		N/A PC General & Unrestricted 1,000
    HISTORICAL SOCIETY OF CENTRAL FLORIDA INC
    65 E CENTRAL BLVD
    ORLANDO,FL32801     		N/A PC General & Unrestricted 15,000
    HOPE LABS INC
    4545 RUGBY LN
    GRAND PRAIRIE,TX75052     		N/A PC General & Unrestricted 26,000
    HUMAN TRAFFICKING INSTITUTE
    2701 PROSPERITY AVE STE 405
    FAIRFAX,VA22031     		N/A PC General & Unrestricted 10,000
    INSTITUTE FOR SPORT AND SOCIAL JUSTICE INC
    C/O UCF 4336 SCORPIOUS ST
    ORLANDO,FL32816     		N/A PC General & Unrestricted 15,000
    LIFEWORK LEADERSHIP ORLANDO INC
    1220 E CONCORD ST
    ORLANDO,FL32803     		N/A PC General & Unrestricted 2,500
    LIFEWORK LEADERSHIP ORLANDO INC
    1220 E CONCORD ST
    ORLANDO,FL32803     		N/A PC Charitable Event 250
    MARION ANIMAL RESOURCE CONNECTION
    PO BOX 153
    JASPER,TN37347     		N/A PC General & Unrestricted 500
    MOTE MARINE LABORATORY
    1600 KEN THOMPSON PKWY
    SARASOTA,FL34236     		N/A PC General & Unrestricted 6,500
    MOTE MARINE LABORATORY
    1600 KEN THOMPSON PKWY
    SARASOTA,FL34236     		N/A PC Combat dangerous algae blooms and address water quality-related challenges 2,000
    NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC - NAT
    15 N EOLA DR
    ORLANDO,FL32801     		N/A PC The Edward E. Haddock, Jr. Family Foundation DAF 150,000
    NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC - NAT
    15 N EOLA DR
    ORLANDO,FL32801     		N/A PC The Open Gate Foundation Fund 10,000
    NUZZLES & CO
    6699 N LANDMARK DR STE B103
    PARK CITY,UT84098     		N/A PC General & Unrestricted 500
    OCEAN CLEANUP NORTH PACIFIC FOUNDATION
    DEPT LA 24875
    PASADENA,CA91185     		N/A PC General & Unrestricted 250
    OCEAN CONSERVANCY INC
    1300 19TH ST NW 8TH FLOOR
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 250
    ORLANDO LAND TRUST INC
    PO BOX 2346
    ORLANDO,FL32802     		N/A PC General & Unrestricted 200,000
    REAL RESOURCES INC
    PO BOX 27359
    GOLDEN VALLEY,MN55427     		N/A PC Border Perspective Support 500
    REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS
    1156 15TH ST NW STE 1020
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 2,000
    ROYAL DRAKENSBERG PRIMARY SCHOOL SOCIETY
    DISTRICT RD D119
    BERGVILLE   3350
    SF     		N/A Other Expenditure Responsibility Grant 5,000
    S O S SUPPORT OUR SCHOLARS INC
    PO BOX 1985
    WINTER PARK,FL32790     		N/A PC General & Unrestricted 5,000
    SAVE THE MANATEE CLUB INC
    533 VERSAILLES DR
    MAITLAND,FL32751     		N/A PC General & Unrestricted 2,500
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 2,000
    SPRING CREEK VOLUNTEER FIRE DEPARTMENT INC
    13131 NC HWY 209
    HOT SPRINGS,NC28743     		N/A PC General & Unrestricted 2,500
    SUMMERHILL COMMUNITY MINISTRIES INC
    PO BOX 160294
    ATLANTA,GA30316     		N/A PC General & Unrestricted 5,000
    THE MONARCH LEARNING ACADEMY INC
    1914 EDGEWATER DR
    ORLANDO,FL32804     		N/A PC General & Unrestricted 2,500
    THE NATURE CONSERVANCY
    1035 S SEMORAN BLVD STE 2-1021 B
    WINTER PARK,FL32792     		N/A PC General & Unrestricted 4,000
    THE TELOS GROUP INC
    PO BOX 70872
    WASHINGTON,DC20024     		N/A PC ReStory Project 25,000
    THE TELOS GROUP INC
    PO BOX 70872
    WASHINGTON,DC20024     		N/A PC General & Unrestricted 2,500
    TOGETHER INTERNATIONAL INC
    PO BOX 230132
    GRAND RAPIDS,MI49523     		N/A PC One Million Thumbprints Support 1,000
    WILLIAM & MARY FOUNDATION
    5300 DISCOVERY PARK BLVD 3RD FL
    WILLIAMSBURG,VA23188     		N/A PC General & Unrestricted 1,500
    WORD MADE FLESH INC
    PO BOX 70
    WILMORE,KY40390     		N/A PC General & Unrestricted 500
    ALLEGRO ORGANIZATIONAL SOLUTIONS INC
    5535 MEMORIAL DR STE F- 811
    HOUSTON,TX77007     		N/A PC For the film, "From the Ground Up" 15,000
    INTERNATIONAL LEAGUE OF CONSERVATION PHOTOGRAPHERS
    4600 N FAIRFAX DR
    ARLINGTON,VA22203     		N/A PC Funds Designated for the "Path of the Panther" Film 20,000
    NEGRO SPIRITUAL SCHOLARSHIP FOUNDATION INC
    PO BOX 547728
    ORLANDO,FL32854     		N/A PC General & Unrestricted 500
    Total .................................bullet 3a 551,250
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 11,075  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 5,720,319  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 138,173 14 15,438  
    bINTEREST INCOME FROM MORTGAGE RECEIVABLE     14 83,540  
    cSec 751 Gain on Sale of Ptshp 525990 271,475      
    dINCOME FROM SUBLEASE         61,118
    eRENTAL INCOME         140,737
    fEXEMPT FUNCTION INCOME         7,720
    12 Subtotal. Add columns (b), (d), and (e) .. 409,648 6,788,020 209,575
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,407,243
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11 SIGNIFICANTLY CONTRIBUTED TO THE FOUNDATION'S MISSION OF REVITALIZING THE KALEY SQUARE COMMUNITY CENTER IN ORLANDO, FL
    11 SIGNIFICANTLY CONTRIBUTED TO THE FOUNDATION'S MISSION OF BRINGING TOGETHER LOCAL NON-PROFITS TO BETTER THE ORLANDO, FL COMMUNITY
    11 SCREENINGS AND DISTRIBUTION OF DOCUMENTARY FILM LONG TIME COMING SIGNIFICANTLY CONTRIBUTED TO THE FOUNDATION'S MISSION OF RAISING AWARENESS OF ISSUES RELATED TO RACIAL SEGREGATION AND PROMOTING TOLERANCE BY HEALING HISTORIC DIVISIONS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bookkeeping 4,834   806 4,028
    GENERAL CONSULTATIONS 471   371 100

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTERS-(2) MACS 2018-04-19 7,256 3,869 SL 5 1,451   0  
    COMPUTERS-2019 MAC 2019-01-24 1,491 571 SL 5 298   0  
    COMPUTERS-MACBOOK 2021-01-01 1,999   SL 5 400      
    JAXSON-MEDIA EASEL 2013-11-14 1,458 1,458 SL 7        
    10 X 14 KAZAK RUG 2013-10-15 6,650 6,650 SL 7        
    RED CHOBI RUG 2013-09-05 4,957 4,957 SL 7        
    FRENCH OAK BUFFET 2013-12-05 1,975 1,975 SL 7        
    1920 OAK ARMCHAIR 2013-08-12 459 459 SL 7        
    OAK CONFRNC TABLE 2013-11-20 9,035 9,035 SL 7        
    SLVG 1900 BOOKCASE 2013-08-12 522 522 SL 7        
    ARTWRK-ST JOHN RVR 2013-11-04 758 758 SL 7        
    SLVGD WD COFFEE TB 2013-12-23 1,437 1,437 SL 7        
    1900 MAHOGANY CHR 2013-08-12 668 668 SL 7        
    BARCELONA ARMCHRS 2013-09-30 8,307 8,307 SL 7        
    CHESTERFIELD SOFAS 2013-09-09 4,847 4,847 SL 7        
    DINNER CHARS&TBL 2013-08-14 1,473 1,473 SL 7        
    ELOISE CHAIRS 2013-09-09 3,630 3,630 SL 7        
    FLATIRON DESK 2013-08-14 2,039 2,039 SL 7        
    CASEMENT BOOKCASE 2013-12-23 1,527 1,527 SL 7        
    CASEMENT CABINETS 2013-12-23 1,437 1,437 SL 7        
    BELVEDERE TBL LAMP 2013-11-01 256 256 SL 7        
    ALBEQUERQUE TB LMP 2013-11-01 268 268 SL 7        
    OAK SIDE TABLE 2013-08-15 518 518 SL 7        
    OAK DRWR FILE CBNT 2013-08-12 1,132 1,132 SL 7        
    RAILROAD DPT BENCH 2013-08-12 2,293 2,293 SL 7        
    REFRIGERATOR 2013-10-28 3,265 3,265 SL 7        
    REFRIGERATOR-MAIN 2018-08-28 3,590 1,197 SL 7 513 513 0  
    RUG - BLUE KAZAK 2018-10-11 5,310 1,708 SL 7 759 759 0  
    RUG - RED KAZAK 2018-10-11 5,310 1,708 SL 7 759 759 0  
    SAWYER SLIDE TABLE 2013-08-14 1,158 1,158 SL 7        
    STND GLASS TB LAMP 2013-09-03 718 718 SL 7        
    TOWSLEY FCTRY CART 2013-08-15 300 300 SL 7        
    WISTERIA TBL LAMP 2013-09-03 209 209 SL 7        
    LAND-15 N. EOLA DR 2016-06-02 951,766   L          
    BLDG IMP-15 N EOLA 2019-09-30 903,855 28,970 SL 39 23,176      
    9' X 12' KAZAK RUG 2013-09-05 5,114 5,114 SL 7        
    CHESTERFIELD CHRS 2013-09-09 3,231 3,231 SL 7        
    REBECCA TRUNK 2013-08-14 579 579 SL 7        
    OAK DBLE BOOKCASE 2013-08-15 595 595 SL 7        
    ST.JAMES 55" DESKS 2016-12-29 2,884 1,648 SL 7 412      
    ST.JAMES 76" DESKS 2016-12-29 3,948 2,256 SL 7 564      
    BUILDING # 23010 2014-06-01 245,086 40,861 SL 39 6,284      
    BLDG #23010 IMPROV 2014-06-01 90,153 13,356 SL 39 2,312      
    BLDG #23010 IMPROV 2018-09-30 94,510 5,452 SL 39 2,423      
    BLDG #23010 IMPROV 2017-12-18 39,876 3,066 SL 39 1,022      
    BUILDING # 28070 2014-06-01 17,364 2,893 SL 39 445      
    BUILDING # 28080 2014-06-01 5,459 910 SL 39 140      
    LAND # 23010 2014-06-01 25,209   L          
    LAND # 28050 2014-06-01 3,386   L          
    LAND # 28070 2014-06-01 2,553   L          
    LAND # 28080 2014-06-01 2,408   L          
    CLASSRM ESSENTIALS 2015-02-24 5,827 5,827 SL 7        
    COMPUTER 2016-03-31 1,171 1,112 SL 5 59      
    GYM EQUIPMENT 2015-09-10 3,633 3,633 SL 5        
    A/C UNIT 2016-08-08 8,450 5,331 SL 7 1,207      
    CONFERENCE TABLE 2017-02-22 4,187 2,292 SL 7 598      
    STARTUP COSTS 2014-06-01 29,827 13,088 SL 15 1,988      
    BUILDING IMP-#1026 2021-12-17 220,092   SL 39        

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    EDWARD E HADDOCK JR FAMILY OPERATING FOU
          		15 N EOLA DR
    ORLANDO,FL32801     		2019-08-20 55,000 TO SUPPORT GENERAL OPERATING EXPENSES 55,000 NO 7/31/2020, 4/15/2021   NONE NECESSARY
    EDWARD E HADDOCK JR FAMILY OPERATING FOU
          		15 N EOLA DR
    ORLANDO,FL32801     		2020-08-12 50,000 To support general operating expenses 24,329 NO 4/15/2021   NONE NECESSARY
    ROYAL DRAKENSBERG PRIMARY SCHOOL SOCIETY
          		DISTRICT ROAD D119
    BERGVILLE   3350
    SF     		2021-09-09 5,000 To support the playground and school supplies project 5,000 NO 08/06/2022   NONE NECESSARY

    TY 2021 GeneralExplanationAttachment
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Identifier Return Reference Explanation
    FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 226,326 217,952
    ABBVIE INC 140,282 164,782
    AFFINITY BANCSHARES ORD SHS 19,506 20,975
    APPLE INC 295,365 448,009
    AUTOMATIC DATA PROCESSING INC 251,339 344,719
    BANK OF MONTREAL 317,949 370,341
    BCB BANCORP, INC. 611,344 810,075
    BLACKROCK INC 289,043 344,251
    CATERPILLAR INC 181,675 184,619
    CBM BANCORP ORD SHS 75,798 70,250
    CHEVRON CORP 174,516 206,301
    CISCO SYSTEMS INC 159,452 206,269
    CROWN CASTLE INTL 157,988 196,633
    DIGITAL RLTY TR INC 255,812 305,631
    DOW INC 213,202 209,013
    DUKE ENERGY CO 180,821 198,051
    EATON CORP PLC 308,472 409,583
    ELI LILLY & CO 225,268 325,111
    EMERSON ELECTRIC CO 165,422 177,852
    ESSA BANCORP INC 1,281,328 1,439,759
    EXXON MOBIL CORP 203,855 203,702
    FIRST UNITED CORPORATION 148,306 158,822
    FIRST US BANCSHARES, INC. 390,402 390,181
    FKYS 1,054,233 1,199,184
    FLUSHING FINANCIAL CORPORATION 802,421 1,263,600
    GLEN BURNIE BANCORP 1,078,605 1,344,616
    HOME DEPOT INC 222,473 337,403
    IF BANCORP INC 665,481 779,700
    INTEL CORP 46,639 44,136
    JBT BANCORP 887,473 1,017,360
    JEFFERSONVILLE BANCORP 440,784 506,000
    JP MORGAN CHASE 325,729 370,222
    KIMBERLY CLARK CORP 222,410 237,676
    LOCKHEED MARTIN CORP 262,026 255,895
    MERCK & CO INC 169,276 153,893
    MICROCHIP TECHNOLOGY INC 240,771 243,942
    MICROSOFT CORP 209,229 308,405
    NEXTERA ENERGY, INC 181,776 232,186
    NIKE INC-CL B 245,690 293,006
    NORTHEAST COMMUNITY BANCORP 333,111 333,900
    OMNICOM GROUP 184,212 190,649
    OTTAWA BANCORP ORD SHS 1,493,727 1,540,301
    PARKWAY ACQUISITION ORD SHS 362,035 390,000
    PEOPLES FINL 941,687 906,825
    PEPSICO INC 159,937 194,555
    PFIZER INC 185,144 294,010
    PHILIP MORRIS INTL 187,366 197,125
    PROCTER GAMBLE CO 130,214 162,435
    SOLVAY BANK 510,009 573,475
    TRUIST FINANCIAL CORPORATION 272,432 296,849
    UNION PACIFIC 177,496 219,935
    UNITED PARCEL SERVICE 184,667 241,561
    UNITEDHEALTH GROUP INC 115,059 133,067
    US BANCORP 278,637 311,238
    VALERO ENERGY CORP 275,868 296,835
    VERSABANK ORD SHS 322,180 297,500
    VISA INC 152,990 154,514
    WEYERHAEUSER CO 209,838 262,193

    TY 2021 InvestmentsLandSchedule2
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    JAXSON-MEDIA EASEL 1,458 1,458    
    10 X 14 KAZAK RUG 6,650 6,650    
    RED CHOBI RUG 4,957 4,957    
    FRENCH OAK BUFFET 1,975 1,975    
    1920 OAK ARMCHAIR 459 459    
    OAK CONFRNC TABLE 9,035 9,035    
    SLVG 1900 BOOKCASE 522 522    
    ARTWRK-ST JOHN RVR 758 758    
    SLVGD WD COFFEE TB 1,437 1,437    
    1900 MAHOGANY CHR 668 668    
    BARCELONA ARMCHRS 8,307 8,307    
    CHESTERFIELD SOFAS 4,847 4,847    
    DINNER CHARS&TBL 1,473 1,473    
    ELOISE CHAIRS 3,630 3,630    
    FLATIRON DESK 2,039 2,039    
    CASEMENT BOOKCASE 1,527 1,527    
    CASEMENT CABINETS 1,437 1,437    
    BELVEDERE TBL LAMP 256 256    
    ALBEQUERQUE TB LMP 268 268    
    OAK SIDE TABLE 518 518    
    OAK DRWR FILE CBNT 1,132 1,132    
    RAILROAD DPT BENCH 2,293 2,293    
    REFRIGERATOR 3,265 3,265    
    REFRIGERATOR-MAIN 3,590 1,710 1,880 1,880
    RUG - BLUE KAZAK 5,310 2,467 2,843 2,843
    RUG - RED KAZAK 5,310 2,467 2,843 2,843
    SAWYER SLIDE TABLE 1,158 1,158    
    STND GLASS TB LAMP 718 718    
    TOWSLEY FCTRY CART 300 300    
    WISTERIA TBL LAMP 209 209    

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AG AMERICA LENDING FUND, LLC R   5,001,517 5,512,784
    BOOTHBAY ABSOLUTE RETURN STRAT   5,000,000 4,996,820
    ENERGY TRANSFER LP   842,742 1,399,100
    SEG PARTNERS OFFSHORE, LTD   7,500,000 7,745,245
    BLACKSTONE GSO SECURED LENDING   2,010,000 2,695,547

    TY 2021 LandEtcSchedule2
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTERS-(2) MACS 7,256 5,320 1,936 1,936
    COMPUTERS-2019 MAC 1,491 869 622 622
    COMPUTERS-MACBOOK 1,999 400 1,599 1,599
    LAND-15 N. EOLA DR 951,766   951,766 951,766
    BLDG IMP-15 N EOLA 903,855 52,146 851,709 903,855
    9' X 12' KAZAK RUG 5,114 5,114    
    CHESTERFIELD CHRS 3,231 3,231    
    REBECCA TRUNK 579 579    
    OAK DBLE BOOKCASE 595 595    
    ST.JAMES 55" DESKS 2,884 2,060 824 824
    ST.JAMES 76" DESKS 3,948 2,820 1,128 1,128
    BUILDING # 23010 245,086 47,145 197,941 245,086
    BLDG #23010 IMPROV 90,153 15,668 74,485 90,153
    BLDG #23010 IMPROV 94,510 7,875 86,635 94,510
    BLDG #23010 IMPROV 39,876 4,088 35,788 39,876
    BUILDING # 28070 17,364 3,338 14,026 17,364
    BUILDING # 28080 5,459 1,050 4,409 5,459
    LAND # 23010 25,209   25,209 25,209
    LAND # 28050 3,386   3,386 3,386
    LAND # 28070 2,553   2,553 2,553
    LAND # 28080 2,408   2,408 2,408
    CLASSRM ESSENTIALS 5,827 5,827    
    COMPUTER 1,171 1,171    
    GYM EQUIPMENT 3,633 3,633    
    A/C UNIT 8,450 6,538 1,912 1,912
    CONFERENCE TABLE 4,187 2,890 1,297 1,297
    STARTUP COSTS 29,827 15,076 14,751 14,751
    BUILDING IMP-#1026 220,092   220,092 220,092


    TY 2021 LegalFeesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 44,573 11,210   33,364


    TY 2021 OtherAssetsSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    HISTORICAL DOC - 1785 SLAVE DR   6,031 6,031
    HISTORICAL DOC - 1810 THOMPSON   255 255
    HISTORICAL DOC - 1835 WILL OF   115 115
    HISTORICAL DOC - 1838 HANDWRIT   1,065 1,065
    HISTORICAL DOC - 1839 SLAVE SA   852 852
    HISTORICAL DOC - 1841 VIRGINIA   594 594
    HISTORICAL DOC - 1842 VIRGINIA   594 594
    HISTORICAL DOC - 1857 FLORIDA   320 320
    HISTORICAL DOC - 1955 CERTIFIC   7 7
    HISTORICAL DOC - 3 PAGE LETTER   1,204 1,204
    HISTORICAL DOC - ALABAMA VOTER   491 491
    HISTORICAL DOC - AMAZING ANTI-   2,942 2,942
    HISTORICAL DOC - ANGUS BLAKEY   1,204 1,204
    HISTORICAL DOC - ANNUAL ANTI-S   214 214
    HISTORICAL DOC - ANTIQUE MAP O   17 17
    HISTORICAL DOC - ANTIQUE SLAVE   3,358 3,358
    HISTORICAL DOC - ARCHIVE OF AS   2,630 2,630
    HISTORICAL DOC - ARCHIVE OF LA   1,191 1,191
    HISTORICAL DOC - ATTENDING FRE   1,693 1,693
    HISTORICAL DOC - BILL OF SALE   773 773
    HISTORICAL DOC - CDV LIBBY PRI   237 237
    HISTORICAL DOC - CONFISCATION   180 180
    HISTORICAL DOC - EARLY SLAVERY   328 328
    HISTORICAL DOC - EPHEMERA POLL   14 14
    HISTORICAL DOC - FATHER'S WILL   479 479
    HISTORICAL DOC - FIRST EXPERIE   1,043 1,043
    HISTORICAL DOC - GEORGE RICE S   775 775
    HISTORICAL DOC - HON CHARLES S   25 25
    HISTORICAL DOC - INVENTORY OF   1,562 1,562
    HISTORICAL DOC - JAMES EDGAR S   441 441
    HISTORICAL DOC - JC CALHOUN SI   641 641
    HISTORICAL DOC - LISTING OF 17   404 404
    HISTORICAL DOC - MANUMISSION O   328 328
    HISTORICAL DOC - MANUMISSION O   328 328
    HISTORICAL DOC - MANUSCRIPT 30   969 969
    HISTORICAL DOC - MANUSCRIPT BR   719 719
    HISTORICAL DOC - MANUSCRIPT CI   949 949
    HISTORICAL DOC - MANUSCRIPT KY   1,519 1,519
    HISTORICAL DOC - MANUSCRIPT SA   511 511
    HISTORICAL DOC - MANUSCRIPT SL   139 139
    HISTORICAL DOC - MANUSCRIPT SL   236 236
    HISTORICAL DOC - MANUSCRIPT SL   1,511 1,511
    HISTORICAL DOC - MANUSCRIPT SL   2,011 2,011
    HISTORICAL DOC - MANUSCRIPT SL   311 311
    HISTORICAL DOC - NEWSPAPER MAP   54 54
    HISTORICAL DOC - ORIGINAL 'I A   9,999 9,999
    HISTORICAL DOC - PACKING THE S   393 393
    HISTORICAL DOC - RUNAWAY SLAVE   1,108 1,108
    HISTORICAL DOC - SHACKLES   1,415 1,415
    HISTORICAL DOC - SIGNED LETTER   3,361 3,361
    HISTORICAL DOC - SLAVE AUCTION   2,396 2,396
    HISTORICAL DOC - SLAVE BOOK, F   700 700
    HISTORICAL DOC - SLAVE CHARGED   621 621
    HISTORICAL DOC - SLAVE DOCUMEN   278 278
    HISTORICAL DOC - SLAVE DOCUMEN   793 793
    HISTORICAL DOC - SLAVE DOCUMEN   167 167
    HISTORICAL DOC - SLAVE ESTATE   305 305
    HISTORICAL DOC - SLAVE HI 1856   323 323
    HISTORICAL DOC - SLAVE HI 1859   323 323
    HISTORICAL DOC - SLAVE HIRE CO   323 323
    HISTORICAL DOC - SLAVE ID TAG   284 284
    HISTORICAL DOC - SLAVE MILITAR   491 491
    HISTORICAL DOC - SLAVE RELATED   224 224
    HISTORICAL DOC - SLAVE TAG 187   284 284
    HISTORICAL DOC - SLAVE THEME P   68 68
    HISTORICAL DOC - SOUTH CAROLIN   878 878
    HISTORICAL DOC - STATE OF ALAB   556 556
    HISTORICAL DOC - THE RICHMOND   20 20
    HISTORICAL DOC - U.S. ARMY JAP   4,811 4,811
    HISTORICAL DOC - ULYSSES S. GR   9,854 9,854
    HISTORICAL DOC - UNUSUAL IMPRI   296 296
    HISTORICAL DOC - VAN BUREN SIG   591 591
    HISTORICAL DOC - VERMONT CONGR   8 8
    HISTORICAL DOC - VERMONT, ORLE   38 38
    HISTORICAL DOC - WATTS FAMILY   704 704
    HISTORICAL DOC - WEBSTER ATTEM   146 146
    HISTORICAL DOC - WILBUR SIEBER   50 50
    LAKE LORNA DOONE PARK STATUE   70,499 70,499
    HISTORICAL PASSOVER CABINET   6,800 6,800
    HISTORICAL DOC - SLAVERY BRDSD   4,745 4,745
    HISTORICAL DOC - 1858 VA COURT   247 247
    "SAXOPHONIST" - BRONZE SCULPT   3,200 3,200
    "THE GIFT" - BRONZE SCULPTURE   4,200 4,200
    "TROMBONIST" - BRONZE SCULPT   3,200 3,200
    "TRUMPETER" - BRONZE SCULPT   3,200 3,200
    SALVAGE ITEMS     10


    TY 2021 OtherExpensesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 87,250     87,250
    Bank Charges 734 734    
    Cell Phone Expense 2,196     2,196
    K-1 Exp ENERGY TRANSFER LP 13,019 12,429    
    COMPUTERS/ELECTRONIC DEVICE 1,917     1,917
    DIGITAL SUBSCRIPTIONS 4,367     4,367
    EQUIPMENT MAINTENANCE 10,199   7,966 2,233
    Office Supplies 11,719   7,664 4,055
    Payroll Processing Fees 2,943     2,943
    Postage/Delivery Service 1,894   11 1,883
    State or Local Filing Fees 1,058 139 237 682
    Storage Fee 5,899     5,899
    Training & Professional Develo 6,814     6,814
    Website Hosting/Support 4,516   76 4,440
    EQUIPMENT/FURNITURE PURCHASE 16,203   11,473 4,730
    FDN CREDIT CARD FEES 210     210
    PROPERTY INSURANCE 25,703   18,938 6,765
    PROPERTY MAINTENANCE 40,696   30,232 10,464
    RENOVATIONS & IMPROVEMENTS 28,108   22,110 5,998
    VISA APPLICATION FEES 3,460     3,460


    TY 2021 OtherIncomeSchedule2
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss ENERGY TRANSFER LP 153,611 15,438  
    INTEREST INCOME FROM MORTGAGE RECEIVABLE 83,540 83,540  
    INCOME FROM SUBLEASE 61,118 61,118 61,118
    RENTAL INCOME 140,737 140,737 140,737
    Sec 751 Gain on Sale ENERGY TRANSFER LP 271,475    
    EXEMPT FUNCTION INCOME 7,720   7,720


    TY 2021 OtherIncreasesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Description Amount
    PRIOR PERIOD ADJUSTMENT 1,999


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 OtherNotesLoansRcvblLongSch
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    DIRECT CURRENT MEDIA INC   50,000 105,368 2014-04 2019-04 PRINCIPAL & INT COMPOUNDED MONTHLY 5 % NONE INVESTMENT NONE NONE  
    CLARKSTON FILM LLC   6,000 6,000 2021-09 2022-12 PRINCIPAL & INTEREST UPON MATURITY 6 % NONE INVESTMENT NONE NONE  

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 33,461 33,461    
    ARCHIVAL SERVICES 7,875     7,875
    MARKETING SERVICES 5,000     5,000
    TRANSLATION & TRANSCRIPTION 1,679   450 1,229
    PROPERTY MANAGEMENT 32,816   24,700 8,116
    TECHNOLOGY SUPPORT 5,237     5,238
    STRUCTURAL & ENGINEERING SVCS 3,053   2,401 651
    DOCUMENTARY PRODUCTION SVCS 20,000   5,506 14,494


    TY 2021 ReasonableCauseExplanation
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Explanation:
    The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1).

    TY 2021 TaxesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 97,600      
    Foreign Tax Paid 2,017 2,017    
    IRS MISCELLANOUS FEE 123      
    PROPERTY TAXES 647   469 178


    TY 2021 TransfersToControlledEntities
    Name:
    Edward E Haddock Jr Family Foundation
    EIN:
    26-3929999
    Name US /
    Foreign Address    		 EIN Description Amount
    EDWARD E HADDOCK JR FAMLY OPERATING FDN 3300 UNIVERSITY BLVD STE 218
    WINTER PARK,FL32792     		45-2671147 no transfers were made in 2021 0
    Total     0