YADLOSKY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- YADLOSKY FAMILY FOUNDATION (EIN 85-3907665)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-10
- IRS object ID
- 202501009349100525
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-10T15:05:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453336389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINT LOGIX INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4765 Riverglen Blvd | AddressLine1Txt |
| City | Ponce Inlet | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853907665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yadlosky Family Foundation CO Laura Yadlosky | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Laura Brown-Yadlosky | InCareOfNm |
| Business Name Control | YADL | BusinessNameControlTxt |
| Phone | 5708854206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 Dunlawton Ave PO Box 291209 | AddressLine1Txt |
| City | Port Orange | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA BROWN-YADLOSKY | PersonNm |
| Person Title | Managing Member | PersonTitleTxt |
| Phone | 5708854206 | PhoneNum |
| Signature | 2025-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONIA A WINT | PreparerPersonNm |
| PTIN | P01967615 | PTIN |
| Phone | 3212764869 | PhoneNum |
| Preparation | 2025-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,952,649 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $99,824 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $64,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,828 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $164,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,828 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,618 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,618 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,464 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,690 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,690 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $932,581 | CashBOYAmt |
| Cash EOY | $101,733 | CashEOYAmt |
| Cash EOYFMV | $101,733 | CashEOYFMVAmt |
| Corporate Stock BOY | $945,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,844,056 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,850,916 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,878,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,945,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,952,649 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,878,398 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,945,789 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,878,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,945,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,878,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,945,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,878,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,280 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,918,678 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,918,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Apple Inc | P | 2024-01-01 | 2024-03-05 | $61 | $64 | -$3 | -$3 |
| Barrick Gold | P | 2024-01-01 | 2024-02-28 | $43,893 | $56,312 | -$12,419 | -$12,419 |
| Chevron Corp | P | 2024-01-01 | 2024-02-28 | $270 | $274 | -$4 | -$4 |
| Crowdstrike | P | 2024-01-11 | 2024-07-19 | $29,991 | $28,500 | $1,491 | $1,491 |
| Draftkings Inc | P | 2024-02-01 | 2024-07-03 | $37,028 | $41,577 | -$4,549 | -$4,549 |
| INV S&P Low Volty | P | 2024-02-24 | 2024-11-08 | $37,191 | $32,119 | $5,072 | $5,072 |
| ISHS 20 Trsy Bd | P | 2024-11-06 | 2024-11-12 | $183,131 | $203,587 | -$20,456 | -$20,456 |
| ISHS 10 INV gR Corp | P | 2024-11-06 | 2024-11-08 | $38,996 | $40,616 | -$1,620 | -$1,620 |
| ISHS Silver TR | P | 2024-10-01 | 2024-11-08 | $31,253 | $29,416 | $1,837 | $1,837 |
| Johnson & Johnson | P | 2024-06-15 | 2024-07-03 | $266 | $284 | -$18 | -$18 |
| Kraneshs Quadratic | P | 2024-11-01 | 2024-11-08 | $45,462 | $48,075 | -$2,613 | -$2,613 |
| Newport Corp | P | 2024-01-01 | 2024-02-28 | $30,674 | $46,110 | -$15,436 | -$15,436 |
| Beyond Inc | P | 2024-09-01 | 2024-10-25 | $4,793 | $14,720 | -$9,927 | -$9,927 |
| Pepsico Inc | P | 2024-06-01 | 2024-07-03 | $8,582 | $9,039 | -$457 | -$457 |
| Procter & Gamble Inc | P | 2024-06-01 | 2024-07-30 | $8,311 | $8,250 | $61 | $61 |
| SPDR Long Term Corp | P | 2023-05-17 | 2024-05-16 | $77,655 | $77,435 | $220 | $220 |
| SPDR Short Term Corp | P | 2024-01-11 | 2024-12-24 | $96,132 | $96,103 | $29 | $29 |
| SPDR Long Term Treas | P | 2024-04-05 | 2024-04-15 | $151,357 | $161,613 | -$10,256 | -$10,256 |
| Hlthcr Sel Sect SPDR | P | 2024-09-25 | 2024-11-18 | $1,739 | $1,727 | $12 | $12 |
| Vaneck Gold Miners | P | 2024-01-01 | 2024-02-07 | $55,841 | $66,218 | -$10,377 | -$10,377 |
| Apple Inc | P | 2020-12-22 | 2024-03-05 | $11,443 | $8,906 | $2,537 | $2,537 |
| Boeing Co | P | 2021-01-14 | 2024-07-02 | $19,785 | $20,344 | -$559 | -$559 |
| Chevron Corp | P | 2020-12-22 | 2024-02-28 | $9,214 | $5,117 | $4,097 | $4,097 |
| FNMA Note | P | 2021-01-14 | 2024-11-18 | $15,000 | $15,000 | ||
| Johnson & Johnson | P | 2024-05-01 | 2024-07-03 | $8,543 | $8,965 | -$422 | -$422 |
| Pepsico Inc | P | 2024-07-02 | 2024-07-03 | $10,170 | $9,044 | $1,126 | $1,126 |
| Procter & Gamble Co | P | 2020-12-02 | 2024-07-30 | $10,408 | $8,952 | $1,456 | $1,456 |
| Hlthcr Sel Sect SPDR | P | 2024-10-20 | 2024-11-14 | $110,038 | $99,023 | $11,015 | $11,015 |
| Cons Stpls Sel SPDR | P | 2023-05-17 | 2024-11-08 | $28,320 | $26,645 | $1,675 | $1,675 |
| 3M Company | P | 2021-01-14 | 2024-07-02 | $18,832 | $21,818 | -$2,986 | -$2,986 |
| UST Note | P | 2021-01-14 | 2024-01-02 | $20,000 | $20,000 | ||
| UST Note | P | 2022-03-15 | 2024-07-02 | $19,245 | $20,038 | -$793 | -$793 |
| Waste Mgmt | P | 2021-01-14 | 2024-07-02 | $20,000 | $21,278 | -$1,278 | -$1,278 |
| Wrld Spdr Gold | P | 2023-05-17 | 2024-11-18 | $104,147 | $78,489 | $25,658 | $25,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$37,887 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$67,694 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $771 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $771 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $796 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Laura Brown-Yadlosky | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5708854206 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 Dunlawton Ave PO Box 291209 | AddressLine1Txt |
| City | Port Orange | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2022 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA BROWN-YADLOSKY | ||||||||
| 725 Dunalwton Ave PO Box 291209 | Port Orange | FL | 32129 | Director President | 1.00 | $0 | $0 | $0 |
| JUSTIN YADLOSKY | ||||||||
| 725 Dunlawton Ave PO Box 291209 | Port Orange | FL | 32127 | Director Treasurer | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,850,916 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,733 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,950,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,950,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,921,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $771 | TotalTaxAmt |
| Distributable Before Adj | $95,298 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,298 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,298 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,990 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $114,990 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,298 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $13,205 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,263 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $47,468 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,990 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,298 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,692 | RemainingDistriFromCorpusAmt |
| Total Corpus | $67,160 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $67,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,205 | ExcessFromYear3Amt |
| Excess From Year2 | $34,263 | ExcessFromYear2Amt |
| Excess From Current Year | $19,692 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| St Judes Children's Research Hospital | ||||||
| 501 St Judes Place | Memphis | TN | 38105 | PC Public charity de | General Support of Organization | $23,230 |
| Second Harvest Food Bank | ||||||
| 320 North St | Daytona Beach | FL | 32114 | PC Public charity de | General Support of Organization | $5,000 |
| Halifax Urban Ministies | ||||||
| 1340 Wright St | Daytona Beach | FL | 32117 | PC Public charity de | General Support of Organization | $50,000 |
| Provision Packs | ||||||
| 289 Walnut St | Ormond Beach | FL | 32174 | PC Public charity de | General Support of Organization | $960 |
| Ponce Inlet Lighthouse & Museum | ||||||
| 4931 S Peninsula Dr | Port Orange | FL | 32127 | PC Public charity de | General Support of Organization | $5,000 |
| Easter Seals Northeast Central FL | ||||||
| 1219 Dunn Avenue | Daytona Beach | FL | 32114 | PC Public charity de | General Support of Organization | $10,000 |
| Simon's Angels | ||||||
| PO box 291293 | Port Orange | FL | 32127 | PC Public charity de | General Support of Organization | $10,000 |
| United Way of Volusia Flagler | ||||||
| 1530 Cornerstone Blvd | Daytona Beach | FL | 32117 | PC Public charity de | General Support of Organization | $10,000 |
| MWS Race Team Foundation | ||||||
| 534 Bronson Hill Rd | New Milford | PA | 18834 | PC Public charity de | General Support of Organization | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,690 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LAURA BROWN-YADLOSKY | |||||||
| 1 | 4926 Sailfish Drive | Ponce Inlet | FL | 32127 | $49,912 | Yes (X) | Yes (X) |
| JUSTIN YADLOSKY | |||||||
| 2 | 4926 Sailfish Drive | Ponce Inlet | FL | 32127 | $49,912 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | OneHalf Interest in 788 Shares of Vanguard High Dividend Yield ETF | $49,912 | 2024-12-19 |
| 2 | OneHalf Interest in 788 Shares of Vanguard High Dividend Yield ETF | $49,912 | 2024-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LPL Investments | StockNm |
| EOY Book Value | $1,844,056 | EOYBookValueAmt |
| EOYFMV | $1,850,916 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fees | CategoryTxt |
| Amt | $7,618 | Amt |
| Net Investment Income | $7,618 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $1,464 | Amt |
| Net Investment Income | $1,464 | NetInvestmentIncomeAmt |
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