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HURLBURT FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HURLBURT FAMILY FOUNDATION INC (EIN 46-0643574)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-01-27
IRS object ID
202500279349100015
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-27T10:36:52-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203743855PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EVANS & HURLBURT CPAs PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15125 S LAKELAND DR STE 3AddressLine1Txt
CityLakelandCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33813ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460643574EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HURLBURT FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHURLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15125 S LAKELAND DRIVE STE 3AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33813ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT D HURLBURTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8637019717PhoneNum
Signature2025-01-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert D HurlburtPreparerPersonNm
PTINP00589102PTIN
Phone8637019717PhoneNum
Preparation2025-01-27PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$294,058FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,093DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,093DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,248NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$80,885GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,248CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,355TotalRevAndExpnssAmt
Total Net Invst Incm$21,355TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,416OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,416OtherProfFeesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$358OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,416TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,864ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,864ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,138TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,416TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,864TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,783ExcessRevenueOverExpensesAmt
Net Investment Income$16,939NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,106CashBOYAmt
Cash EOY$89CashEOYAmt
Cash EOYFMV$89CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,031SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,603SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,603SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$9PrepaidExpensesBOYAmt
Prepaid Expenses EOY$309PrepaidExpensesEOYAmt
Corporate Stock BOY$126,571CorporateStockBOYAmt
Corporate Stock EOY$126,643CorporateStockEOYAmt
Corporate Stock EOYFMV$238,552CorporateStockEOYFMVAmt
Corporate Bonds BOY$56,783CorporateBondsBOYAmt
Corporate Bonds EOY$50,073CorporateBondsEOYAmt
Corporate Bonds EOYFMV$49,814CorporateBondsEOYFMVAmt
Total Assets BOY$186,500TotalAssetsBOYAmt
Total Assets EOY$182,717TotalAssetsEOYAmt
Total Assets EOYFMV$294,058TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$186,500NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$182,717NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$186,500TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$182,717TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$186,500TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$182,717TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$186,500TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,783ExcessRevenueOverExpensesAmt
Subtotal$182,717SubtotalAmt
Tot Net Ast Or Fund Balances EOY$182,717TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmt
HOME DEPOTP2018-03-232023-01-19$1,566$880$686
ISHARES TRUST 1-3 YEARS TREASURYP2022-06-092023-05-10$6,986$7,048-$62
PEIZER INCP2010-09-282023-05-22$4,632$1,991$2,641
VERIZON COMMUNICATIONSP2010-08-232023-07-18$3,222$2,957$265
INVESCO TRUST UNITP2017-09-212023-08-14$12,926$5,050$7,876
LORD ABBETTP2022-05-252023-09-11$6,920$6,900$20
FIDELITY HIGH YEILDP2021-03-032023-10-23$6,955$8,575-$1,620
MEDITRONIC PLCP2020-03-042023-11-01$4,190$6,233-$2,043
PNC FINANCIAL SERVIESP2023-07-272023-10-30$2,812$3,343-$531
FIDELITY ADVISOR BONDSP2023-09-142023-12-26$5,000$4,855$145
LORD ABBETT SHORT TERMP2023-10-242023-12-26$1,672$1,607$65
INVESCO EXCH TRADESP2023-08-152023-12-26$5,077$4,540$537
ISHARES S&P SMALL CAPLP2013-03-132023-12-26$5,224$2,233$2,991
DISCOVER FINANCIALP2020-03-052023-11-15$6,432$3,904$2,528
KENVUE INCP2013-06-242023-06-24$5$2$3
LORD ABBOTT SHORT DURATIONP2022-12-082023-12-26$3,328$3,199$129
PNC FINANCIAL SERVICES GROUPP2020-03-052023-10-23$3,938$4,320-$382
FieldValueIRS element (for citing)
Capital Gain Net Income$13,248CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$235InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$235SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$235TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$309EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$309TotalPaymentsAndCreditsAmt
Overpayment$74OverpaymentAmt
Applied To ES Tax$74AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksROBERT D HURLBURTIndividualWithBooksNm
Phone8637019717PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15125 S LAKELAND DRIVEAddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33813ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT D HURLBURT
5125 S LAKELAND DRIVELAKELANDFL33813PRESIDENT1.00$0$0$0
MICHAEL T HURLBURT
13350 LEWIS GALLAGHER RDDOVERFL33527SECRETARY1.00$0$0$0
DOUGLAS J HURLBURT
5116 MOLL ACRESPLANT CITYFL33567TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$296,755AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$722AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$297,477TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$297,477AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,462CashDeemedCharitableAmt
Net Vl Noncharitable Assets$293,015NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,651MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,651MinimumInvestmentReturnAmt
Tax Based On Investment Income$235TaxBasedOnInvestmentIncomeAmt
Total Tax$235TotalTaxAmt
Distributable Before Adj$14,416DistributableBeforeAdjAmt
Distributable Before Ded$14,416DistributableBeforeDedAmt
Distributable As Adjusted$14,416DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,864ExpensesAndContributionsAmt
Qualifying Distributions$17,864QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,416DistributableAsAdjustedAmt
Undistributed Income PY$2,864UndistributedIncomePYAmt
Qualifying Distributions$17,864QualifyingDistributionsAmt
Applied To Year1$2,864AppliedToYear1Amt
Applied To Current Year$14,416AppliedToCurrentYearAmt
Remaining Distri From Corpus$584RemainingDistriFromCorpusAmt
Total Corpus$584TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$584ExcessDistriCyovToNextYrAmt
Excess From Current Year$584ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT D HURLBURTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GOSPEL INC
PO BOX 3278LAKELANDFL33802NONEPCDONATION$500
OPTIONS FOR WOMEN PREGNANCY HELP CL
4435 FLORIDA NATIONAL DRIVELAKELANDFL33813NONEPCDONATION$3,454
ACADEMY PREP CENTER
1021 LAKELAND HILLS BLVDLAKELANDFL33805NONEPCDONATION$500
THE ROCK OF WINTER HAVEN
PO BOX 10366WINTER HAVENFL33885NONEPCDONATION$3,455
FAITH NOW
2902 MIDWAY ROADPLANT CITYFL33565NONEPCFOR MISSIONS$5,955
BOYS GIRLS CLUB OF POLK CTY
301 NE 5TH STREETMULBERRYFL33860NONEPCDONATION$500
HELP OF FORT MEADE
27 WEST BROADWAY STREETFORT MEADEFL33841NONEPCDONATION$500
MULBERRY COMMUNITY CENTER
211 NW IST AVENUEMULBERRYFL33860NONEPCDONATION$500
REVIVE WORLDWIDE
11170 WITTENRIDGE DRIVEALPHARETTAGA30022NONEPCDONATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,864TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,128ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,245ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,373ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,373TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
COMPUTER2006-05-07$1,570$1,570M5$0$0$0
DESK2006-05-07$370$370M7$0$0$0
PRINTER2006-05-07$300$300M5$0$0$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY INVESTMENTSBondNm
EOY Book Value$50,073EOYBookValueAmt
EOYFMV$49,814EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$126,643EOYBookValueAmt
EOYFMV$238,552EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$60$0$0$0
REGISTRATION FEE$298$0$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMONEY MANAGEMENT FEESCategoryTxt
Amt$4,416Amt
Net Investment Income$4,416NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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