Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$50,603,258J 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 right arrow.............
3 Interest on savings and temporary cash investments 412,967 412,967  
4 Dividends and interest from securities... 889,400 889,400  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,991,466
b Gross sales price for all assets on line 6a 21,739,945
7 Capital gain net income (from Part IV, line 2)... 1,991,466
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
List of Attached Documents:
// Content
274,151 274,151 270,242
12 Total. Add lines 1 through 11........ 3,567,984 3,567,984 270,242
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 299,730     299,730
14 Other employee salaries and wages...... 424,483     424,483
15 Pension plans, employee benefits....... 94,494     94,494
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
64,175 1,766 5,925 56,484
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,587 0 1,275 2,312
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
118,720 49,485 32,164 37,071
17 Interest............... 825      
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
49,402 4,814 704 384
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
58,811 2,031 0
20 Occupancy.............. 71,435   32,774 38,661
21 Travel, conferences, and meetings....... 21,735     21,735
22 Printing and publications.......... 7,676     7,676
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
430,997 664 191,652 238,681
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,646,070 58,760 264,494 1,221,711
25 Contributions, gifts, grants paid....... 769,379 769,379
26 Total expenses and disbursements. Add lines 24 and 25 2,415,449 58,760 264,494 1,991,090
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,152,535
b Net investment income (if negative, enter -0-) 3,509,224
c Adjusted net income (if negative, enter -0-)... 5,748
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 6,633,516 4,385,221 4,385,221
3 Accounts receivable right arrow409,893
Less: allowance for doubtful accounts right arrow   3,983 409,893 409,893
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow105,368
Less: allowance for doubtful accounts right arrow   105,368 Click to see attachment
List of Attached Documents:
// Content
105,368 		0
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)....... 17,599,580 Click to see attachment
List of Attached Documents:
// Content
27,488,407 		29,116,082
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow14,210
Less: accumulated depreciation (attach schedule) right arrow12,737 3,504 Click to see attachment
List of Attached Documents:
// Content
1,473 		1,473
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,500,000 Click to see attachment
List of Attached Documents:
// Content
10,500,000 		11,522,229
14 Land, buildings, and equipment: basis right arrow2,838,245
Less: accumulated depreciation (attach schedule) right arrow293,685 2,580,776 Click to see attachment
List of Attached Documents:
// Content
2,544,560 		4,412,116
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
599,817 		Click to see attachment
List of Attached Documents:
// Content
756,234 		Click to see attachment
List of Attached Documents:
// Content
756,244
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 45,026,544 46,191,156 50,603,258
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 right arrow)   Click to see attachment
List of Attached Documents:
// Content
12,077
23 Total liabilities (add lines 17 through 22)......... 0 12,077
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 45,026,544 46,179,079
29 Total net assets or fund balances (see instructions)..... 45,026,544 46,179,079
30 Total liabilities and net assets/fund balances (see instructions). 45,026,544 46,191,156
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
45,026,544
2
Enter amount from Part I, line 27a .....................
2
1,152,535
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
46,179,079
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
46,179,079
Form 990-PF (2024)
Form 990-PF (2024)
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 SEG PARTNERS OFFSHORE, LTD P 2021-10-26 2024-04-19
c
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 13,631,024   12,248,479 1,382,545
b 8,108,921   7,500,000 608,921
c
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       1,382,545
b       608,921
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 1,991,466
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  
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 right arrow 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) 1 48,778
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 48,778
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 48,778
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 41,104
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,700
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,804
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 230
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 796
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow796 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowDE, 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 2024 or the taxable year beginning in 2024? 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
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
List of Attached Documents:
// Content
.............
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
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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 		299,730 1,329 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
RENE VAZQUEZ VP, PROGRAMS & STRAT
40.0 		126,500 18,833  
15 N Eola Dr
Orlando,FL32801
AMY WOELBERN VP OF ADMINISTRATION
40.0 		126,500 12,398  
15 N Eola Dr
Orlando,FL32801
MARIA SEYMOUR DIRECTOR, ACCOUNTING
40.0 		105,482 3,688  
15 N Eola Dr
Orlando,FL32801
JESSIE BASKIN Facilities Manager
40.0 		66,000 6,622  
15 N EOLA DR
Orlando,FL32801
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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 ADMINISTRATIVE 72,829
55 WALLS DRIVE 3RD FL
FAIRFIELD,CT06824
INTEGRATED COMPANIES Property Maintenance 74,285
945 Sunshine Lane
ALTAMONTE SPRINGS,FL32714
Total number of others receiving over $50,000 for professional services.............right arrow  
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 US SLAVERY & ABOLITION ARCHIVE-TO PRESERVE HISTORICALLY IMPORTANT ITEMS & MAKE THIS ARCHIVE FREELY AVAILABLE TO THE THE PUBLIC ONLINE & IN PTSHP WITH EDUCATIONAL INSTITUTIONS 37,882
2  
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 MANTA FILM LLC - TO FUND DOCUMENTARY FILM ABOUT CONSERVING MANTA RAYS ENTITLED "LAST DIVE" 250,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow250,000
Form 990-PF (2024)
Form 990-PF (2024)
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
22,582,778
b
Average of monthly cash balances.......................
1b
9,404,122
c
Fair market value of all other assets (see instructions)................
1c
13,753,705
d
Total (add lines 1a, b, and c).........................
1d
45,740,605
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
45,740,605
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
686,109
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,054,496
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,252,725
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
2,252,725
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
48,778
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
48,778
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,203,947
4
Recoveries of amounts treated as qualifying distributions................
4
150,000
5
Add lines 3 and 4............................
5
2,353,947
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
2,353,947
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
1,991,090
b
Program-related investments—total from Part VIII-B..................
1b
250,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
76,979
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,318,069
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,353,947
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,342
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 287,285
f Total of lines 3a through e ........ 289,627
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,318,069
a Applied to 2023, 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 2024 distributable amount..... 2,318,069
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 35,878 35,878
(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 5 253,749
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		253,749
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 253,749
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ADYACARE FOUNDATION

2308 KESTREL PERCH PL
WINTER PARK,FL32792 		N/A PC General & Unrestricted 532

BALSAM MOUNTAIN TR

81 PRESERVE RD
SYLVA,NC28779 		N/A PC General & Unrestricted 1,000

BETHEL MISSIONARY BAPTIST CHURCH OF HAYWOOD COUNTY

5868 PIGEON RD
CANTON,NC28716 		N/A PC to support "Mission Sheds" 20,000

CENTER FOR US GLOBAL LEADERSHIP

1120 19TH ST NW STE 300
WASHINGTON,DC20036 		N/A PC General & Unrestricted 2,000

ELEVATION SCHOLARS INC

507 N NEW YORK AVE 2
WINTER PARK,FL32789 		N/A PC Dr. E. E. Haddock Scholarship Fund 50,000

ENTERTAINMENT 2 AFFECT CHANGE

2410 HYPERION AVE STE B
LOS ANGELES,CA90027 		N/A PC to support the HIND RAJAB Film Project 100,000

ENZIAN THEATRE INC

1300 S ORLANDO AVE
MAITLAND,FL32751 		N/A PC General & Unrestricted 2,000

EVERY NATION CHURCHES & MINISTRIES

PO BOX 1787
BRENTWOOD,TN37024 		N/A PC Seminole State College Campus Ministry led by Faith Moon 1,000

FLORIDA AQUARIUM INC

701 CHANNELSIDE DR
TAMPA,FL33602 		N/A PC General & Unrestricted 75,000

FLORIDA SYMPHONY YOUTH ORCHESTRA INC

PO BOX 2328
WINTER PARK,FL32790 		N/A PC General & Unrestricted 500

GEORGETOWN UNIVERSITY

2115 WISCONSIN AVE NW STE 500
WASHINGTON,DC20007 		N/A PC Georgetown Entrepreneurship Program 1,500

HAVEN FOR INJURED AND ORPHANED WILDLIFE INC

610 BIRCH BLVD
ALTAMONTE SPG,FL32701 		N/A PC General & Unrestricted 1,000

HEMOPHILIA OF GEORGIA INC

8607 ROBERTS DR
SANDY SPRINGS,GA30350 		N/A PC General & Unrestricted 1,000

HUMAN TRAFFICKING INSTITUTE

8035 E RL THORNTON FWY STE 235
DALLAS,TX75228 		N/A PC General & Unrestricted 5,000

HUMANITE INC

1111B S GOVERNORS AVE 6700
DOVER,DE19904 		N/A PC General & Unrestricted 25,000

INSTITUTE FOR SPORT AND SOCIAL JUSTICE INC

4000 CENTRAL FLORIDA BLVD
ORLANDO,FL32816 		N/A PC General & Unrestricted 5,000

LIBERTAS COUNCIL INC

16009 QUARTERS LN
HAYMARKET,VA20169 		N/A PC General & Unrestricted 50,000

LYMAN LEARNING INSTITUTE INC

1870 STATE RD 436
WINTER PARK,FL32792 		N/A PC General & Unrestricted 250

MAN UP MENTORING INC

PO BOX 2023
ORLANDO,FL32802 		N/A PC General & Unrestricted 2,500

MOTE MARINE LABORATORY

1600 KEN THOMPSON PKWY
SARASOTA,FL34236 		N/A PC General & Unrestricted 5,000

NATIONAL CHRISTIAN FOUNDATION ORLANDO

15 N EOLA DR
ORLANDO,FL32801 		N/A PC The Open Gate Foundation Fund 15,000

NATIONAL CHRISTIAN FOUNDATION ORLANDO

15 N EOLA DR
ORLANDO,FL32801 		N/A PC General & Unrestricted 5,403

NEW COVENANT ANGLICAN CHURCH INC

800 TUSKAWILLA RD
WINTER SPRINGS,FL32708 		N/A PC General & Unrestricted 250

ORLANDO FAMILY STAGE INC

1001 E PRINCETON ST
ORLANDO,FL32803 		N/A PC General & Unrestricted 500

ORLANDO SCIENCE CENTER INC

777 E PRINCETON ST
ORLANDO,FL32803 		N/A PC Science for All Program 1,500

PARTNERSHIP FOR APPALACHIAN GIRLS EDUCATION

177 BAILEYS BRANCH RD OFC 10
MARSHALL,NC28753 		N/A PC General & Unrestricted 25,000

PEN AMERICAN CENTER INC

120 BROADWAY 26TH FL
NEW YORK,NY10271 		N/A PC General & Unrestricted 2,500

RED VERSES INC

2753 RUNNING SPRINGS LOOP
OVIEDO,FL32765 		N/A PC General & Unrestricted 1,000

REDFORD CENTER INC

1016 LINCOLN BLVD STE 322
SAN FRANCISCO,CA94129 		N/A PC in support of the "HARVEST" Project 75,000

REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS

1156 15TH ST NW STE 1020
WASHINGTON,DC20005 		N/A PC General & Unrestricted 5,000

ROYAL DRAKENSBERG PRIMARY SCHOOL SOCIETY

DISTRICT RD D119
BERGVILLE   3350
SF 		N/A NC Expenditure Responsibility Grant 10,000

SPIRIT OF JOY MINISTRIES

1030 W KALEY AVE
ORLANDO,FL32805 		N/A PC Rent fund 944

SPRING CREEK VOLUNTEER FIRE DEPARTMENT INC

13131 NC HWY 209
HOT SPRINGS,NC28743 		N/A PC General & Unrestricted 2,000

SUMMERHILL COMMUNITY MINISTRIES INC

PO BOX 160294
ATLANTA,GA30316 		N/A PC General & Unrestricted 5,000

THE NATURE CONSERVANCY

1035 S SEMORAN BLVD STE 2-1021 B
WINTER PARK,FL32792 		N/A PC General & Unrestricted 100,000

THE NATURE CONSERVANCY

1035 S SEMORAN BLVD STE 2-1021 B
WINTER PARK,FL32792 		N/A PC River Lagoon Watershed Restoration project 10,000

THE TELOS GROUP INC

9103 COLT LN
ANNANDALE,VA22003 		N/A PC in support of the March 2024 ReStory trip as scholarship funds for Palestinian participants 5,000

THE TELOS GROUP INC

9103 COLT LN
ANNANDALE,VA22003 		N/A PC General & Unrestricted 50,000

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION

580 MASSIE RD
CHARLOTTESVILLE,VA22903 		N/A PC General & Unrestricted 1,000

US DREAM ACADEMY INC

8807 COLESVILLE RD
SILVER SPRING,MD20910 		N/A PC General & Unrestricted 5,000

WILLIAM & MARY FOUNDATION

5300 DISCOVERY PARK BLVD 3RD FL
WILLIAMSBURG,VA23188 		N/A PC General & Unrestricted 1,000

WNET

825 8TH AVENUE
NEW YORK,NY10019 		N/A PC to support the "Nature - American Amazon w.t." project 100,000
Total .................................right arrow 3a 769,379
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 412,967  
4 Dividends and interest from securities ....     14 889,400  
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 1,991,466  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINTEREST INCOME FROM PRI 		        5,748
bINCOME FROM SUBLEASE         77,822
cRENTAL INCOME         186,672
dCREDIT CARD REWARDS     01 3,909  
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,297,742 270,242
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,567,984
(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
11 SIGNIFICANTLY CONTRIBUTED TO THE FOUNDATION'S MISSION OF ORGANIZING AND PRESENTING A NORTH AMERICAN TOUR OF THE NATIONAL BALLET OF UKRAINE
Form 990-PF (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
Edward E Haddock Jr Family Foundation
EIN:
26-3929999
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bookkeeping 2,110   437 1,673
TAX RETURN PREPARATION/REVIEW 1,477   838 639

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TY 2024 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-HP ENVY 2024-05-17 1,350   SL 5 158   0  
COMPUTERS-MACBOOK 2021-01-01 1,999 1,200 SL 5 400   0  
COMPUTERS-MAC PRO 2023-04-28 3,099 413 SL 5 620   0  
COMPUTERS-MAC AIR 2024-05-17 1,299   SL 5 152   0  
COMPUTERS- (2) MAC 2018-04-19 7,256 7,256 SL 5        
COMPUTERS-2019 MAC 2019-01-24 1,491 1,465 SL 5 26      
REFRIGERATOR-MAIN 2018-08-28 3,590 2,736 SL 7 513 513 513  
LAND-15 N. EOLA DR 2016-06-02 951,766 0 L          
BLDG IMP-15 N EOLA 2019-09-30 903,855 98,498 SL 39 23,176      
MANCHESTER LOVESEA 2023-06-05 4,889 407 SL 7 698      
ST.JAMES 55" DESKS 2016-12-29 2,884 2,884 SL 7        
ST.JAMES 76" DESKS 2016-12-29 3,948 3,948 SL 7        
RUG - BLUE KAZAK 2018-10-11 5,310 3,985 SL 7 759 759 759  
RUG - RED KAZAK 2018-10-11 5,310 3,985 SL 7 759 759 759  
BUILDING # 23010 2014-06-01 245,086 59,713 SL 39 6,284      
BLDG #23010 IMPROV 2014-06-01 90,153 20,292 SL 39 2,312      
BLDG #23010 IMPROV 2017-12-31 39,876 6,132 SL 39 1,022      
BLDG #23010 IMPROV 2018-09-30 94,510 12,721 SL 39 2,423      
BUILDING IMP-#1030 2022-08-22 9,000 346 SL 39 231      
BUILDING # 28070 2014-06-01 17,364 4,228 SL 39 445      
BUILDING # 28080 2014-06-01 5,459 1,330 SL 39 140      
BUILDING IMP-#1026 2024-01-01 220,092 0 SL 39 5,643      
BUILDING ROOF 2023-03-09 53,732 1,148 SL 39 1,378      
LAND # 23010 2014-06-01 25,209 0 L          
LAND # 28050 2014-06-01 3,386 0 L          
LAND # 28070 2014-06-01 2,553 0 L          
LAND # 28080 2014-06-01 2,408 0 L          
CONFERENCE TABLE 2017-02-22 4,187 4,086 SL 7 101      
EQUIPMENT - 15 TON 2023-12-13 44,802 533 SL 7 6,400      
STARTUP COSTS 2014-06-01 29,827 19,052 SL 15 1,988      
BUILDING IMP-#1026 2024-01-01 57,597 0 SL 39 1,477      
EQUIPMENT - 15 TON 2024-05-14 17,915   SL 7 1,706      

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TY 2024 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
ROYAL DRAKENSBERG PRIMARY SCHOOL SOCIETY
  		DISTRICT ROAD D119
BERGVILLE   3350
SF 		2023-06-15 5,000 TO SUPPORT THE NUMBER SENSE PROGRAMME 5,000 NO 04/16/2024   NONE NECESSARY
ROYAL DRAKENSBERG PRIMARY SCHOOL SOCIETY
  		DISTRICT ROAD D119
BERGVILLE   3350
SF 		2024-05-24 5,000 TO SUPPORT THE NUMBER SENSE PROGRAMME 5,000 NO 05/02/2025   NONE NECESSARY
ROYAL DRAKENSBERG PRIMARY SCHOOL SOCIETY
  		DISTRICT ROAD D119
BERGVILLE   3350
SF 		2024-08-14 5,000 TO SUPPORT THE NUMBER SENSE PROGRAMME 5,000 NO 05/02/2025   NONE NECESSARY
THE EDWARD E HADDOCK JR FAMILY OPERAT
  		501 Silverside Rd Ste 123
WILMINGTON,DE19809 		2023-12-15 3,651 CAPITAL ENDOWMENT 3,651 NO 08/13/2024, 04/08/2025   NONE NECESSARY
THE EDWARD E HADDOCK JR FAMILY OPERAT
  		501 SILVERSIDE RD STE 123
WILMINGTON,DE19809 		2023-12-15   SEE GENERAL EXPLANATION FOR DETAILS REGARDING AMOUNT and purpose   NO SEE GENERAL EXPLANATION FOR REPORT DATES   NONE NECESSARY

TY 2024 GeneralExplanationAttachment
Name:
Edward E Haddock Jr Family Foundation
EIN:
26-3929999
Identifier Return Reference Explanation
FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY GRANTEE'S NAME: THE EDWARD E. HADDOCK, JR. FAMILY OPERATING FOUNDATION GRANT DATE: DECEMBER 15, 2023 GRANT AMOUNT: AS OF DECEMBER 15, 2023, THE GRANTOR ENTERED INTO AN ASSET PURCHASE AGREEMENT WITH THE GRANTEE RELATED TO CERTAIN ASSETS USED DIRECTLY FOR CHARITABLE PURPOSES AS PART OF A HISTORICAL ARCHIVE OF DOCUMENTS AND OTHER ITEMS MAINTAINED BY THE GRANTOR AND THE GRANTEE, CONNECTED WITH SLAVERY IN THE UNITED STATES AND THE ABOLITION MOVEMENT (THE "ARCHIVE"). ALTHOUGH THE GRANTOR AND THE GRANTEE BELIEVE THAT THE PURCHASE PRICE REPRESENTS FAIR VALUE FOR THESE ITEMS, OUT OF AN ABUNDANCE OF CAUTION THE GRANTOR AND THE GRANTEE AGREED TO TREAT ANY EXCESS IN FAIR MARKET VALUE OF THE ASSETS OVER THE PURCHASE PRICE AS AN EXPENDITURE RESPONSIBILITY GRANT UNDER SECTION 4945(H) OF THE CODE, AND SPECIFICALLY AS A CAPITAL ENDOWMENT GRANT FOR PURPOSES OF TREAS. REG. 53.4945-5(C)(2). GRANT PURPOSE: TO SUPPORT THE MUTUAL EDUCATIONAL, RESEARCH AND CHARITABLE PURPOSES OF THE GRANTEE AND THE GRANTOR RELATED TO THE ARCHIVE. AMOUNT EXPENDED: N/A (CAPITAL ENDOWMENT GRANT OF ASSETS DIRECTLY USED FOR EXEMPT PURPOSES) DATES OF REPORTS: 08/13/2024, 04/08/2025 RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

TY 2024 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
ABBOTT LABS 102,278 99,537
ABBVIE INC 254,831 326,613
ADOBE SYSTEMS, INC 47,631 44,468
AGCO CP 40,102 37,392
ALPHABET INC CL A 192,172 209,744
ALTRIA GROUP INC 103,108 122,515
AMAZON COM 115,986 142,823
AMERICAN EXPRESS CO 44,355 55,500
AMGEN INC 39,984 32,580
APOLLO GLOBAL MANAGEMENT, INC 24,308 37,161
APPLE INC 371,631 616,033
ASML HOLDING NV NY REG SHS 30,944 30,539
ASSOC BANC CORP WISC 5.625% PF 50,428 52,175
ASSOCIATED BANC CORP PFD E - 5 53,336 54,325
ASSOCIATED BANC-CORP 20,302 26,290
AUTOMATIC DATA PROCESSING INC 292,332 436,460
BANK OF MONTREAL 132,357 139,655
BAYFIRST FINANCIAL CORP 798,046 591,810
BCB BANCORP, INC. 482,702 414,400
BERKSHIRE HATHAWAY INC. CLASS 29,783 29,463
BEST BUY INC 68,005 65,551
BLACKROCK INC 314,090 398,768
BLOOM ENERGY CORP 5,475 12,371
BOEING CO 23,094 27,789
BORG WARNER INC 51,414 50,864
CAN IMPERIAL BK OF COMMERCE 189,454 271,193
CHEVRON CORP 232,420 293,446
CHIPOTLE MEX GRILL 38,361 40,100
CINTAS CRP 31,495 32,155
CISCO SYSTEMS INC 34,523 44,400
CME GROUP, INC 290,819 336,734
COMPOSECURE INC CL A 15,092 16,633
COSTCO WHOLESALE CORPORATION 95,902 103,539
DANAHER CORP 136,821 131,991
DARLING INGREDIENTS INC 14,994 13,712
DENTSPLY SIRONA INC 57,881 47,830
DEXCOM, INC 24,829 22,864
DOW INC 60,531 43,501
DUFRY ADR 15,217 16,468
EATON CORP PLC 190,165 279,766
ELI LILLY & CO 161,699 350,488
ENERGY RECOVERY INC 29,939 25,843
EOG RESOURCES INC 234,135 228,612
ESTEE LAUDER COMPANIES INC 39,858 34,718
EXXON MOBIL CORP 249,372 376,280
FASTENAL COMPANY 160,207 167,622
FIRST GUARANTY BANCSHARES INC 45,966 46,156
FIRST HORIZON CORPORATION DEP 25,060 24,976
FIRST KEYSTONE CORP 494,301 285,507
FLAGSTAR FINANCIAL INC 64,056 20,209
FLAGSTAR FINANCIAL INC DEP SHS 153,145 148,050
FLUSHING FINANCIAL CORPORATION 193,939 178,500
FORD MOTOR COMPANY 35,356 33,916
FULTON FINL 5.125% PFD SER A 23,824 24,707
GENERAC HOLDING INC 38,343 40,623
GLEN BURNIE BANCORP 688,026 349,500
GRAPHIC PACKAGING CORP COM STK 29,905 28,409
HASBRO INC 30,515 26,221
HCA INC 238,209 288,744
HOME DEPOT INC 340,595 440,337
HOWARD HUGHES CORP 44,820 45,229
IF BANCORP INC 229,370 226,600
INTERNATIONAL BUSINESS MACHINE 196,688 245,330
INTUIT 37,342 38,339
INTUITIVE SURGICAL 32,706 38,625
INVESCO PREFERRED ETF 177,757 172,950
INVESCO RUSSELL 1000 EQUAL WEI 69,560 72,450
INVESCO S&P 500 EQUAL WEIGHT E 49,651 51,518
ISHARE SP SMALL CAP 600 INDEX 495,369 494,294
ISHARES BARCLAYS SHORT TREASUR 195,947 195,225
ISHARES MSCI INDIA ETF 30,229 27,894
ISHARES S&P 500 VALUE INDEX FU 127,700 127,126
ISHARES TRUST RUSSELL 1000 VAL 3,916,176 3,776,651
JBT BANCORP 887,473 1,012,320
JEFFERSONVILLE BANCORP 524,628 524,486
JP MORGAN CHASE 320,248 489,728
KEARNY FINANCIAL CORPORATION 779,415 708,000
LIBERTY MEDIA CORPORATION - SE 29,950 35,717
LOCKHEED MARTIN CORP 270,433 345,989
MARKET VECTORS BDC INCOME 98,234 99,780
MARVELL TECHNOLOGY, INC 30,119 50,917
MERCK & CO INC 238,238 267,701
MICRON TECHNOLOGY 17,125 14,476
MICROSOFT CORP 435,739 545,000
MONDELEZ INTERNATIONAL INC 34,818 30,343
MONOLITHIC POWER SYSTEMS, INC 151,464 142,008
NORTHFIELD BANCORP INC 231,551 284,690
NUCOR CP 15,512 15,056
NVIDIA CORP 115,250 143,287
OCCIDENTAL PETROLEUM CORP 30,199 27,521
OMNICOM GROUP 359,620 329,533
ON SEMICONDUCTOR 93,007 88,270
OSHKOSH CORP 30,141 28,521
OTTAWA BANCORP ORD SHS 225,422 219,750
PALO ALTO NETWORKS INC 47,526 53,860
PATTERSON-UTI ENERGY INC 40,332 41,050
PEPSICO INC 168,295 160,119
PFIZER INC 30,416 28,330
PHILIP MORRIS INTL 213,428 262,483
PINNACLE FINL PRTNRS PFD B 6.7 999,245 1,066,120
PROCTER GAMBLE CO 238,013 282,658
QUANTA SVCS INC 48,668 60,366
RINGCENTRAL INC 14,989 16,945
ROCKET PHARMACEUTICALS INC 24,381 22,500
S&P GLOBAL INC COM 42,224 43,827
SALESFORCE.COM 31,115 43,797
SCHLUMBERGER LTD 33,619 30,710
SENSATA TECHNOLOGIES HOLDINGS 84,729 68,500
SERVICE NOW 41,384 57,246
SHELL ADR EACH REPRESENTING 2 202,936 194,779
SHERWIN-WILLIAMS CO 224,890 259,367
SKYLINE BANKSHARES, INC 180,776 182,700
SNAP ON INC 192,001 299,421
SONY GROUP CORP 29,658 35,718
SPDR BARCLAYS CAPITAL 1-3 MONT 229,326 228,575
SPDR GOLD SHARES 59,939 59,322
SPDR S&P 500 ETF TRUST 1,132,873 1,230,768
SPDR S&P MIDCAP 400 EFT TRUST 409,831 410,098
SUMMIT ST BANK SANTA ROSA CA 150,191 153,000
SYNOVUS FINCL CORP PFD SER D - 218,125 247,900
T-MOBILE US INC 41,024 49,664
TEGNA 37,429 44,628
TJX COMPANIES INC 172,772 185,685
TOOTSIE ROLL INDS INC 30,013 32,653
UNION PACIFIC 197,669 213,902
UNITED PARCEL SERVICE 249,500 210,381
US BANCORP PFD SER B - FLOAT % 381,872 441,000
VALERO ENERGY CORP 222,125 323,025
VALLEY NATIONAL BANCORP SER B 287,553 354,531
VANGARD RUSSELL 1000 GROWTH 370,851 425,183
VANGUARD FTSE DEVELOPED MARKET 249,993 227,145
VANGUARD FTSE EMERGING MARKETS 255,619 242,044
VANGUARD ST BOND ETF 151,383 149,872
VERIZON COMMUNICATIONS 248,139 251,377
VERTEX PHARMCTLS INC 14,454 12,081
VISA INC 221,914 300,554
WALT DISNEY HOLDINGS CO 52,397 62,467
WASTE MANAGEMENT INC 38,764 34,708
WEYERHAEUSER CO 212,651 180,723
WHIRLPOOL CORP 23,047 25,430
WINTRUST FINL 1 DS REPSTG 1000 24,779 24,970

TY 2024 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
REFRIGERATOR-MAIN 3,590 3,249 341 341
RUG - BLUE KAZAK 5,310 4,744 566 566
RUG - RED KAZAK 5,310 4,744 566 566

TY 2024 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
BOOTHBAY ABSOLUTE RETURN STRAT   5,000,000 5,664,732
FLOW STATE OFFSHORE FUND, LTD   5,000,000 5,357,497
MILLENNIUM INTERNATIONAL, LTD   500,000 500,000

TY 2024 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-HP ENVY 1,350 158 1,192 1,192
COMPUTERS-MACBOOK 1,999 1,600 399 399
COMPUTERS-MAC PRO 3,099 1,033 2,066 2,066
COMPUTERS-MAC AIR 1,299 152 1,147 1,147
COMPUTERS- (2) MAC        
COMPUTERS-2019 MAC        
LAND-15 N. EOLA DR 951,766 0 951,766 871,946
BLDG IMP-15 N EOLA 903,855 121,674 782,181 828,054
MANCHESTER LOVESEA 4,889 1,105 3,784 8,525
ST.JAMES 55" DESKS 2,884 2,884    
ST.JAMES 76" DESKS 3,948 3,948    
BUILDING # 23010 245,086 65,997 179,089 1,183,742
BLDG #23010 IMPROV 90,153 22,604 67,549 1,084,501
BLDG #23010 IMPROV 39,876 7,154 32,722  
BLDG #23010 IMPROV 94,510 15,144 79,366  
BUILDING IMP-#1030 9,000 577 8,423  
BUILDING # 28070 17,364 4,673 12,691 26,440
BUILDING # 28080 5,459 1,470 3,989  
BUILDING IMP-#1026 220,092 5,643 214,449 263,890
BUILDING ROOF 53,732 2,526 51,206  
LAND # 23010 25,209 0 25,209 121,757
LAND # 28050 3,386 0 3,386 9,670
LAND # 28070 2,553 0 2,553  
LAND # 28080 2,408 0 2,408  
CONFERENCE TABLE 4,187 4,187    
EQUIPMENT - 15 TON 44,802 6,933 37,869  
STARTUP COSTS 29,827 21,040 8,787 8,787
BUILDING IMP-#1026 57,597 1,477 56,120  
EQUIPMENT - 15 TON 17,915 1,706 16,209  


TY 2024 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 64,175 1,766 5,925 56,484


TY 2024 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
DECOR/ARCHIVE ITEM - AN 1804   762 762
DECOR/ARCHIVE ITEM - JOHN MUIR   1,575 1,575
DECOR/ARCHIVE ITEM - THEODORE   5,949 5,949
HISTORICAL DOC - $100 REWARD R   1,702 1,702
HISTORICAL DOC - 1200 DOLLARS   9,513 9,513
HISTORICAL DOC - 1763 DOCUMENT   1,101 1,101
HISTORICAL DOC - 1773 MAN SELL   240 240
HISTORICAL DOC - 1788 ACT FOR   513 513
HISTORICAL DOC - 1791 RETURN O   1,919 1,919
HISTORICAL DOC - 1796 NEWPORT   474 474
HISTORICAL DOC - 1798 FAIRFAX   647 647
HISTORICAL DOC - 1800 PENNSYLV   228 228
HISTORICAL DOC - 1803 RECEIPT   698 698
HISTORICAL DOC - 1804 NEW YORK   249 249
HISTORICAL DOC - 1805 NATHANIE   279 279
HISTORICAL DOC - 1812 AVOYELLE   284 284
HISTORICAL DOC - 1813 MANUSCRI   470 470
HISTORICAL DOC - 1815 FRANKLIN   334 334
HISTORICAL DOC - 1820 SLAVE SA   326 326
HISTORICAL DOC - 1820'S PRINCE   644 644
HISTORICAL DOC - 1821 COMPLAIN   531 531
HISTORICAL DOC - 1821 SLAVE BI   414 414
HISTORICAL DOC - 1821 UNSOUND   326 326
HISTORICAL DOC - 1824 NAMED SL   320 320
HISTORICAL DOC - 1825 ALABAMA   586 586
HISTORICAL DOC - 1825 DRURY MA   833 833
HISTORICAL DOC - 1826 STATE OF   266 266
HISTORICAL DOC - 1828 STATE OF   180 180
HISTORICAL DOC - 1829 CAMPBELL   145 145
HISTORICAL DOC - 1831 CRAVEN N   549 549
HISTORICAL DOC - 1831 HIRE OF   280 280
HISTORICAL DOC - 1831 SLAVE HI   195 195
HISTORICAL DOC - 1831 SLAVE OW   320 320
HISTORICAL DOC - 1832 COPY 177   772 772
HISTORICAL DOC - 1834 CITY OF   220 220
HISTORICAL DOC - 1834 CLERMONT   272 272
HISTORICAL DOC - 1837 REQUEST   399 399
HISTORICAL DOC - 1837-1850 SLA   302 302
HISTORICAL DOC - 1838 ALABAMA   194 194
HISTORICAL DOC - 1838 SAMUEL G   554 554
HISTORICAL DOC - 1838 SLAVE AP   223 223
HISTORICAL DOC - 1838 SLAVE PA   1,387 1,387
HISTORICAL DOC - 1839 MANUSCRI   246 246
HISTORICAL DOC - 1839 SLAVES D   320 320
HISTORICAL DOC - 1839 SOUTH CA   742 742
HISTORICAL DOC - 1840 LETTER R   373 373
HISTORICAL DOC - 1840 SLAVE IN   282 282
HISTORICAL DOC - 1842 BEDFORD   167 167
HISTORICAL DOC - 1842 SLAVE HI   320 320
HISTORICAL DOC - 1842 SLAVE RE   168 168
HISTORICAL DOC - 1842-51 SLAVE   441 441
HISTORICAL DOC - 1843 5 FEMALE   112 112
HISTORICAL DOC - 1845 MASSACHU   288 288
HISTORICAL DOC - 1845 NORTH CA   549 549
HISTORICAL DOC - 1845 RECEIPT   988 988
HISTORICAL DOC - 1846 SLAVES L   326 326
HISTORICAL DOC - 1847 GUARDIAN   732 732
HISTORICAL DOC - 1847 SIX NAME   324 324
HISTORICAL DOC - 1847 SIX NAME   320 320
HISTORICAL DOC - 1848 TUSCALOO   212 212
HISTORICAL DOC - 1849 ALABAMA   533 533
HISTORICAL DOC - 1850 STATE OF   266 266
HISTORICAL DOC - 1851 ALABAMA   200 200
HISTORICAL DOC - 1851 AUGUSTA   165 165
HISTORICAL DOC - 1851 BUCKINGA   346 346
HISTORICAL DOC - 1853 SLAVE AL   322 322
HISTORICAL DOC - 1854 AFFIDAVI   342 342
HISTORICAL DOC - 1854 TAX ASSE   52 52
HISTORICAL DOC - 1855 NAMED SL   324 324
HISTORICAL DOC - 1855 NASHVILL   740 740
HISTORICAL DOC - 1855 SCHOOLCR   13 13
HISTORICAL DOC - 1855 SLAVERY   222 222
HISTORICAL DOC - 1856 1857 2 T   50 50
HISTORICAL DOC - 1856 RICHMOND   66 66
HISTORICAL DOC - 1856 UNSOUND   322 322
HISTORICAL DOC - 1857 APPRAISA   221 221
HISTORICAL DOC - 1857 SLAVE TR   1,015 1,015
HISTORICAL DOC - 1857 SLAVE WO   320 320
HISTORICAL DOC - 1857 TENNESSE   988 988
HISTORICAL DOC - 1858 SLAVE ES   489 489
HISTORICAL DOC - 1858 SLAVE HI   64 64
HISTORICAL DOC - 1859 HOWARD C   311 311
HISTORICAL DOC - 1859 HOWARD C   328 328
HISTORICAL DOC - 1859 NAMED SL   320 320
HISTORICAL DOC - 1859 SLAVE AL   320 320
HISTORICAL DOC - 1859 SLAVERY   222 222
HISTORICAL DOC - 1860 4 PAGE H   243 243
HISTORICAL DOC - 1860 ALABAMA   208 208
HISTORICAL DOC - 1860 EIGHT NA   326 326
HISTORICAL DOC - 1860 HANDWRIT   274 274
HISTORICAL DOC - 1860 HOWARD C   206 206
HISTORICAL DOC - 1860 MARYLAND   586 586
HISTORICAL DOC - 1860 SLAVE MA   735 735
HISTORICAL DOC - 1860 SLAVE SA   224 224
HISTORICAL DOC - 1861 CHRISTMA   756 756
HISTORICAL DOC - 1861 IMPORTAN   1,377 1,377
HISTORICAL DOC - 1861 NAMED SL   326 326
HISTORICAL DOC - 1862 $100 (T-   730 730
HISTORICAL DOC - 1862 APPRAISA   660 660
HISTORICAL DOC - 1862 NAMED SL   320 320
HISTORICAL DOC - 1862 PUTNAM C   363 363
HISTORICAL DOC - 1862 REQUEST   287 287
HISTORICAL DOC - 1862 SLAVE BI   272 272
HISTORICAL DOC - 1863 CIVIL WA   484 484
HISTORICAL DOC - 1863 CIVIL WA   1,309 1,309
HISTORICAL DOC - 1863 CIVIL WA   125 125
HISTORICAL DOC - 1863 SLAVERY   222 222
HISTORICAL DOC - 1864 ARCHIVE   219 219
HISTORICAL DOC - 1864 CONFEDER   331 331
HISTORICAL DOC - 1864 SLAVE RE   692 692
HISTORICAL DOC - 1865 CIVIL WA   68 68
HISTORICAL DOC - 1865 CIVIL WA   84 84
HISTORICAL DOC - 1865 NORTH CA   208 208
HISTORICAL DOC - 1865 SLAVE-RE   62 62
HISTORICAL DOC - 1870'S KINGST   47 47
HISTORICAL DOC - 1870'S SLAVE   1,291 1,291
HISTORICAL DOC - 1880 POLL TAX   23 23
HISTORICAL DOC - 1881 PROPERTY   325 325
HISTORICAL DOC - 1882 CONVICT   399 399
HISTORICAL DOC - 1897 CAPITATI   26 26
HISTORICAL DOC - 1897 ELIZABET   6 6
HISTORICAL DOC - 1900 AFRICAN-   3,545 3,545
HISTORICAL DOC - 1908, 1ST, ST   692 692
HISTORICAL DOC - 1914 KENORA N   304 304
HISTORICAL DOC - 1914 WARREN B   15 15
HISTORICAL DOC - 1920 DEPARTME   10 10
HISTORICAL DOC - 1924 BURIAL P   80 80
HISTORICAL DOC - 1932 EVINGTON   11 11
HISTORICAL DOC - 1962 PRESS PH   20 20
HISTORICAL DOC - 3 1836 MISSIS   342 342
HISTORICAL DOC - 3 TN & NC SLA   519 519
HISTORICAL DOC - 4 EARLY TN AF   2,562 2,562
HISTORICAL DOC - 627 SOUTH MIL   168 168
HISTORICAL DOC - 9 FOLDERS OF   1,020 1,020
HISTORICAL DOC - A BILL OF SAL   699 699
HISTORICAL DOC - ACCOUNT OF HI   200 200
HISTORICAL DOC - ALEXANDER HIS   96 96
HISTORICAL DOC - ALEXANDER HIS   670 670
HISTORICAL DOC - ANTIQUE DOCUM   109 109
HISTORICAL DOC - ANTIQUE LETTE   181 181
HISTORICAL DOC - ANTIQUE SCHOO   111 111
HISTORICAL DOC - ARCHIVE OF 9   1,586 1,586
HISTORICAL DOC - ARCHIVES INTE   314 314
HISTORICAL DOC - B/W PHOTOGRAP   196 196
HISTORICAL DOC - BDK VINTAGE P   39 39
HISTORICAL DOC - BILL OF SALE   554 554
HISTORICAL DOC - BILL OF SALE   1,007 1,007
HISTORICAL DOC - BILL OF SALE   323 323
HISTORICAL DOC - BLACK AMERICA   6 6
HISTORICAL DOC - BLACK CONVICT   14 14
HISTORICAL DOC - BURLEY AUCTIO   205 205
HISTORICAL DOC - BURLEY AUCTIO   299 299
HISTORICAL DOC - CA 1785 SLAVE   309 309
HISTORICAL DOC - CA 1790 SLAVE   392 392
HISTORICAL DOC - CIRCULAR SOLI   1,889 1,889
HISTORICAL DOC - CIVIL WAR CON   491 491
HISTORICAL DOC - CIVIL WAR CON   178 178
HISTORICAL DOC - CIVIL WAR ERA   197 197
HISTORICAL DOC - CIVIL WAR LET   526 526
HISTORICAL DOC - CIVIL WAR PAY   55 55
HISTORICAL DOC - CIVIL WAR-DAT   141 141
HISTORICAL DOC - COL. TORBERT   279 279
HISTORICAL DOC - COLCHESTER -   379 379
HISTORICAL DOC - COLLECTIBLES,   198 198
HISTORICAL DOC - COLLECTIBLES,   198 198
HISTORICAL DOC - CONFEDERATE A   87 87
HISTORICAL DOC - CONFEDERATE C   598 598
HISTORICAL DOC - CONFEDERATE S   525 525
HISTORICAL DOC - CONTRABAND OF   496 496
HISTORICAL DOC - CORRESPONDENC   154 154
HISTORICAL DOC - DE LAGRANGE'S   948 948
HISTORICAL DOC - DOUBLE SIDED   102 102
HISTORICAL DOC - DRAFT LETTER   1,390 1,390
HISTORICAL DOC - DURHAM, NH. C   8 8
HISTORICAL DOC - EBAY - 1773 V   388 388
HISTORICAL DOC - EBAY - 1811 S   313 313
HISTORICAL DOC - EBAY - 1816 F   85 85
HISTORICAL DOC - EBAY - 1823 B   297 297
HISTORICAL DOC - EBAY - 1824 H   220 220
HISTORICAL DOC - EBAY - 1824 R   235 235
HISTORICAL DOC - EBAY - 1828 H   274 274
HISTORICAL DOC - EBAY - 1836 A   42 42
HISTORICAL DOC - EBAY - 1842 A   277 277
HISTORICAL DOC - EBAY - 1842 H   274 274
HISTORICAL DOC - EBAY - 1852 S   279 279
HISTORICAL DOC - EBAY - 1853 -   485 485
HISTORICAL DOC - EBAY - 1856 R   842 842
HISTORICAL DOC - EBAY - 1856 S   200 200
HISTORICAL DOC - EBAY - 1861 C   383 383
HISTORICAL DOC - EBAY - 1863 C   465 465
HISTORICAL DOC - EBAY - 1864 N   738 738
HISTORICAL DOC - EBAY - 1865 F   739 739
HISTORICAL DOC - EBAY - 1866 B   136 136
HISTORICAL DOC - EBAY - 1947 O   199 199
HISTORICAL DOC - EBAY - ANTIQU   487 487
HISTORICAL DOC - EBAY - ANTIQU   157 157
HISTORICAL DOC - EBAY - ANTIQU   338 338
HISTORICAL DOC - EBAY - ANTIQU   253 253
HISTORICAL DOC - EBAY - ARCHIV   998 998
HISTORICAL DOC - EBAY - BLACK   265 265
HISTORICAL DOC - EBAY - DEED O   863 863
HISTORICAL DOC - EBAY - DEED O   682 682
HISTORICAL DOC - EBAY - FORMER   137 137
HISTORICAL DOC - EBAY - LETTER   1,034 1,034
HISTORICAL DOC - EBAY - LETTER   317 317
HISTORICAL DOC - EBAY - MCINRO   289 289
HISTORICAL DOC - EBAY - ORIGIN   312 312
HISTORICAL DOC - EBAY - ORIGIN   80 80
HISTORICAL DOC - EBAY - ORIGIN   858 858
HISTORICAL DOC - EBAY - POSTCA   11 11
HISTORICAL DOC - EBAY - SLAVE   357 357
HISTORICAL DOC - EBAY - THREE   754 754
HISTORICAL DOC - EBAY -2 ANTIQ   240 240
HISTORICAL DOC - EDMUND QUINCY   743 743
HISTORICAL DOC - FLEISCHER'S -   757 757
HISTORICAL DOC - FLEISCHER'S -   1,000 1,000
HISTORICAL DOC - FLEISCHER'S -   362 362
HISTORICAL DOC - FLEISCHER'S A   395 395
HISTORICAL DOC - FLEISCHER'S A   948 948
HISTORICAL DOC - FLEISCHER'S A   395 395
HISTORICAL DOC - FLEISCHER'S A   948 948
HISTORICAL DOC - FORSYTHES ANT   315 315
HISTORICAL DOC - FORSYTHES ANT   378 378
HISTORICAL DOC - FORSYTHES ANT   315 315
HISTORICAL DOC - FORSYTHES ANT   214 214
HISTORICAL DOC - FORSYTHES ANT   202 202
HISTORICAL DOC - FORSYTHES ANT   347 347
HISTORICAL DOC - FORSYTHES ANT   441 441
HISTORICAL DOC - FORSYTHES ANT   239 239
HISTORICAL DOC - FORSYTHES ANT   252 252
HISTORICAL DOC - FORSYTHES ANT   151 151
HISTORICAL DOC - FORSYTHES ANT   189 189
HISTORICAL DOC - FORSYTHES ANT   315 315
HISTORICAL DOC - FORSYTHES ANT   347 347
HISTORICAL DOC - FORSYTHES ANT   315 315
HISTORICAL DOC - FORSYTHES ANT   347 347
HISTORICAL DOC - FORSYTHES ANT   239 239
HISTORICAL DOC - FORSYTHES ANT   504 504
HISTORICAL DOC - FORSYTHES ANT   441 441
HISTORICAL DOC - FORSYTHES ANT   151 151
HISTORICAL DOC - FORSYTHES ANT   284 284
HISTORICAL DOC - FORSYTHES ANT   315 315
HISTORICAL DOC - GROUP OF EAST   704 704
HISTORICAL DOC - HANDWRITTEN B   951 951
HISTORICAL DOC - HANDWRITTEN D   588 588
HISTORICAL DOC - HARDIN COUNTY   96 96
HISTORICAL DOC - HARMERS INTER   242 242
HISTORICAL DOC - HINDMAN - LET   6,111 6,111
HISTORICAL DOC - HINDMAN - LOT   455 455
HISTORICAL DOC - HINDMAN - LOT   260 260
HISTORICAL DOC - HINDMAN - LOT   1,950 1,950
HISTORICAL DOC - HINDMAN - LOT   2,340 2,340
HISTORICAL DOC - HINDMAN - LOT   780 780
HISTORICAL DOC - HINDMAN - LOT   715 715
HISTORICAL DOC - HINDMAN - LOT   650 650
HISTORICAL DOC - HOLABIRD - LO   482 482
HISTORICAL DOC - IAA LOT 593 M   1,745 1,745
HISTORICAL DOC - INVENTORY OF   200 200
HISTORICAL DOC - JAMES PORTER   400 400
HISTORICAL DOC - JAMES PORTER   49,999 49,999
HISTORICAL DOC - JAMES PORTER   3,799 3,799
HISTORICAL DOC - JEFFREY S. EV   389 389
HISTORICAL DOC - JEFFREY S. EV   4,662 4,662
HISTORICAL DOC - JOHN LETT - P   200 200
HISTORICAL DOC - JOHN S. LETT   38,999 38,999
HISTORICAL DOC - LEIGHTON GALL   3,124 3,124
HISTORICAL DOC - LETTER ABOUT   1,110 1,110
HISTORICAL DOC - LETTER ABOUT   894 894
HISTORICAL DOC - LETTER ABOUT   831 831
HISTORICAL DOC - LETTER BY SEN   576 576
HISTORICAL DOC - LETTER FROM C   3,171 3,171
HISTORICAL DOC - LETTER FROM M   4,734 4,734
HISTORICAL DOC - LETTER FROM P   608 608
HISTORICAL DOC - LETTER FROM W   764 764
HISTORICAL DOC - LETTER INDIAN   111 111
HISTORICAL DOC - LETTER MENTIO   331 331
HISTORICAL DOC - LETTER NOTIFY   451 451
HISTORICAL DOC - LETTER RE FEE   619 619
HISTORICAL DOC - LETTER RE SLA   280 280
HISTORICAL DOC - LETTER RE UNA   219 219
HISTORICAL DOC - LETTER THANKI   2,878 2,878
HISTORICAL DOC - LETTER TO MIS   701 701
HISTORICAL DOC - LETTER WRITTE   326 326
HISTORICAL DOC - LIVE AUCTIONE   2,143 2,143
HISTORICAL DOC - LIVE AUCTIONE   338 338
HISTORICAL DOC - LIVE AUCTIONE   338 338
HISTORICAL DOC - LIVE AUCTIONE   635 635
HISTORICAL DOC - LIVEAUCTIONEE   54 54
HISTORICAL DOC - LIVEAUCTIONEE   54 54
HISTORICAL DOC - LIVEAUCTIONEE   54 54
HISTORICAL DOC - LOCUST VALLEY   226 226
HISTORICAL DOC - MANUSCRIPT AF   280 280
HISTORICAL DOC - MANUSCRIPT BI   536 536
HISTORICAL DOC - MANUSCRIPT WI   189 189
HISTORICAL DOC - MARYLAND SLAV   496 496
HISTORICAL DOC - MATTHEW BULLO   215 215
HISTORICAL DOC - MECKLENBURG C   47 47
HISTORICAL DOC - MERCHANT AND   277 277
HISTORICAL DOC - MISSISSIPPI G   311 311
HISTORICAL DOC - NC PLANTATION   476 476
HISTORICAL DOC - NINE KENTUCKY   1,104 1,104
HISTORICAL DOC - OLD ANTIQUE S   225 225
HISTORICAL DOC - OLD SLAVE MAR   16 16
HISTORICAL DOC - ONE NEGRO WOM   249 249
HISTORICAL DOC - ORIGINAL 'I A   9,999 9,999
HISTORICAL DOC - PBA GALLERIES   512 512
HISTORICAL DOC - PBA GALLERIES   575 575
HISTORICAL DOC - PBA GALLERIES   262 262
HISTORICAL DOC - PBA GALLERIES   325 325
HISTORICAL DOC - PBA GALLERIES   700 700
HISTORICAL DOC - PERSONAL PROP   462 462
HISTORICAL DOC - POSTCARD FEAT   820 820
HISTORICAL DOC - POSTCARD LOUI   5 5
HISTORICAL DOC - PRE CIVIL WAR   219 219
HISTORICAL DOC - PRE-CIVIL WAR   426 426
HISTORICAL DOC - PRESS PHOTO S   21 21
HISTORICAL DOC - PRINTED ORDER   1,019 1,019
HISTORICAL DOC - RACIST ANTI-F   460 460
HISTORICAL DOC - RAYNOR - LOT   364 364
HISTORICAL DOC - RAYNOR - LOT   657 657
HISTORICAL DOC - RAYNOR - LOT   364 364
HISTORICAL DOC - RAYNORS - LOT   443 443
HISTORICAL DOC - RAYNORS - MIL   145 145
HISTORICAL DOC - REPUBLIC OF T   433 433
HISTORICAL DOC - S CAROLINA DO   552 552
HISTORICAL DOC - SC SLAVE OWNE   433 433
HISTORICAL DOC - SIXTEEN VINTA   52 52
HISTORICAL DOC - SLAVE BILL OF   407 407
HISTORICAL DOC - SLAVE BILL OF   330 330
HISTORICAL DOC - SLAVE DOC REC   894 894
HISTORICAL DOC - SLAVE DOCUMEN   969 969
HISTORICAL DOC - SLAVE DOCUMEN   419 419
HISTORICAL DOC - SLAVE QUARTER   10 10
HISTORICAL DOC - SLAVE TRADE N   100 100
HISTORICAL DOC - SLAVERY AND A   13 13
HISTORICAL DOC - SLAVERY DOCUM   2,355 2,355
HISTORICAL DOC - SLAVERY LEDGE   411 411
HISTORICAL DOC - SOUTHERN 1842   2,325 2,325
HISTORICAL DOC - SOUTHERN SLAV   1,894 1,894
HISTORICAL DOC - STEREOVIEW "S   157 157
HISTORICAL DOC - TENNESSEE SHE   75 75
HISTORICAL DOC - THOMAS COUNTY   678 678
HISTORICAL DOC - TREATMENT OF   311 311
HISTORICAL DOC - TWO ANTIQUE D   216 216
HISTORICAL DOC - TWO JANUARY 3   809 809
HISTORICAL DOC - ULYSSES S. GR   117 117
HISTORICAL DOC - UNIVERSITY AR   139 139
HISTORICAL DOC - UNIVERSITY AR   387 387
HISTORICAL DOC - UNIVERSITY AR   262 262
HISTORICAL DOC - UNIVERSITY AR   481 481
HISTORICAL DOC - UNIVERSITY AR   544 544
HISTORICAL DOC - UNIVERSITY AR   2,036 2,036
HISTORICAL DOC - UNIVERSITY AR   3,535 3,535
HISTORICAL DOC - UNIVERSITY AR   3,535 3,535
HISTORICAL DOC - UNIVERSITY AR   536 536
HISTORICAL DOC - UNIVERSITY AR   628 628
HISTORICAL DOC - UNIVERSITY AR   1,133 1,133
HISTORICAL DOC - UNIVERSITY AR   383 383
HISTORICAL DOC - UNIVERSITY AR   133 133
HISTORICAL DOC - UNIVERSITY AR   571 571
HISTORICAL DOC - UNIVERSITY AR   696 696
HISTORICAL DOC - UNIVERSITY AR   758 758
HISTORICAL DOC - UNIVERSITY AR   183 183
HISTORICAL DOC - UNIVERSITY AR   953 953
HISTORICAL DOC - UNIVERSITY AR   1,391 1,391
HISTORICAL DOC - UNIVERSITY AR   1,391 1,391
HISTORICAL DOC - UNIVERSITY AR   1,141 1,141
HISTORICAL DOC - UNIVERSITY AR   3,015 3,015
HISTORICAL DOC - UNIVERSITY AR   579 579
HISTORICAL DOC - UNIVERSITY AR   1,266 1,266
HISTORICAL DOC - UNIVERSITY AR   766 766
HISTORICAL DOC - UNIVERSITY AR   2,766 2,766
HISTORICAL DOC - UNIVERSITY AR   3,016 3,016
HISTORICAL DOC - VINTAGE LETTE   53 53
HISTORICAL DOC - VINTAGE POSTC   10 10
HISTORICAL DOC - WADE HAMPTON   2,265 2,265
HISTORICAL DOC - WADE HAMPTON   1,515 1,515
HISTORICAL DOC - WEISS AUCTION   620 620
HISTORICAL DOC - WILLIAM S. DU   1,928 1,928
HISTORICAL DOC - YOUNG BLACK B   11 11
HISTORICAL DOC - ZS324 OLD SLA   17 17
HISTORICAL PASSOVER CABINET   6,799 6,799
LAKE LORNA DOONE PARK STATUE   70,499 70,499
PRI - MANTA FILM LLC 150,000 250,000 250,000
ART PIECE - "ILONA 1"   25,000 25,000
ART PIECE - "NIKA 1"   10,000 10,000
ARTWORK-IN THE LAND OF THE SIO   2,881 2,881
SAXOPHONIST - BRONZE SCULPTURE   3,200 3,200
THE GIFT - BRONZE SCULPTURE   4,200 4,200
TROMBONIST - BRONZE SCULPTURE   3,200 3,200
TRUMPETER - BRONZE SCULPTURE   3,200 3,200
AMBER LEWIS - ANTHROPOLGIE REV   999 999
ANTIQUE CONSOLE - HARP GALLERY   1,295 1,295
ANTIQUE CUPBOARD FOR CARRIAGE   495 495
ANTIQUE END TABLE-HARP GALLERY   675 675
ANTIQUE PINE DESK FOR CARRIAGE   695 695
ANTIQUE TABLE - CONFERENCE   1,200 1,200
ANTIQUE GLASS BOOKSHELF   400 400
ANTIQUE WORK BENCH - CARRIAGE   2,450 2,450
AREA RUGS-TEN THOUSAND VILLAGE   12,348 12,348
CUSTOM ANTIQUE OAK DESK-MAURIC   3,642 3,642
HALL TABLE - HARP GALLERY   795 795
MAHOGANY LAMP TABLE - HARP   595 595
ORIGINAL ARTWORK - LIFE CYCLE   4,450 4,450
ORIGINAL PAINTING - BRIGHT SKY   2,400 2,400
PICTURE-ORANGE COUNTY REGIONAL   182 182
PRINTER STAND - HARP GALLERY   595 595
RUG FOR 1ST FL CARRIAGE 6'7X10   879 879
RUG FOR 1ST FL CARRIAGE 8X12   1,331 1,331
RUG FOR 2ND FL CARRIAGE 7'11X9   967 967
RUG FOR OFFICE IN MAIN HOUSE   1,093 1,093
STAINED GLASS TABLE LAMP EBAY   300 300
STAINED GLASS WINDOW-ANTIQUE   686 686
TABLE LAMP (2) - HARP GALLERY   695 695
TABLE LAMP (3) - HARP GALLERY   1,275 1,275
TABLE LAMP - HARP GALLERY   675 675
SALVAGE ITEMS   0 10


TY 2024 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 72,829     72,829
Bank Charges 664 664    
Cell Phone Expense 1,563     1,563
Computers/Electronic Devices 2,550   164 2,386
Digital Subscriptions 6,748     6,748
FOUNDATION CREDIT CARD FEES 35     35
Equipment/Furniture Purchase 14,243   8,202 6,041
Foundation Dues & Memberships 3,501     3,501
PROPERTY INSURANCE 59,629   40,672 18,957
Office Supplies 16,268   59 16,209
Payroll Processing Fees 8,581     8,581
Postage/Delivery Service 1,114     1,114
Property Maintenance 213,214   142,408 70,806
State or Local Filing Fees 211   85 126
Storage Fee 9,241     9,241
TRAINING & PROFESSIONAL DEVEL 19,399     19,399
Website Hosting/Support 1,207   62 1,145


TY 2024 OtherIncomeSchedule2
Name:
Edward E Haddock Jr Family Foundation
EIN:
26-3929999
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Interest Income from PRI 5,748 5,748 5,748
INCOME FROM SUBLEASE 77,822 77,822 77,822
RENTAL INCOME 186,672 186,672 186,672
CREDIT CARD REWARDS 3,909 3,909  


TY 2024 OtherLiabilitiesSchedule
Name:
Edward E Haddock Jr Family Foundation
EIN:
26-3929999
Description Beginning of Year - Book Value End of Year - Book Value
OUTSTANDING OPTIONS   12,077


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TY 2024 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 0 % NONE INVESTMENT NONE 0  

TY 2024 OtherProfessionalFeesSchedule
Name:
Edward E Haddock Jr Family Foundation
EIN:
26-3929999
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Employee Recruiting/Temp Agenc 19,800     19,800
Investment Management Services 49,485 49,485    
DESIGNER SERVICES 300     300
IT SERVICES 1,000     1,000
APPRAISAL SERVICES 5,600   3,539 2,061
PROPERTY MANAGEMENT 34,916   23,338 11,578
BROKERAGE SERVICES 7,619   5,287 2,332


TY 2024 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 2024 40,600      
990-PF Extension for 2023 2,900      
Foreign Tax Paid 4,814 4,814    
PROPERTY TAXES 1,088   704 384


TY 2024 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 None 0
Total     0