SG HARRIS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SG HARRIS FOUNDATION (EIN 88-3843375)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-24
IRS object ID
202532059349100113
Schema version
2024v5.2
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)
Return2025-07-24T11:06:57-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270876650PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL J DURANCEAU CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1595 W GRANADA BLVD SUITE EAddressLine1Txt
CityORMOND BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32174ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN883843375EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SG HARRIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSGHABusinessNameControlTxt
Phone3862904256PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1229 MALLARD LANEAddressLine1Txt
CityDAYTONA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP321191389ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL ABDOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3862904256PhoneNum
Signature2025-06-25SignatureDt
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 PersonMICHAEL J DURANCEAU CPAPreparerPersonNm
PTINP01222442PTIN
Phone3862651946PhoneNum
Preparation2025-07-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$864,037FMVAssetsEOYAmt
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$2,354InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,354InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$60,763DividendsRevAndExpnssAmt
Dividends Net Invst Incm$60,728DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$63,117TotalRevAndExpnssAmt
Total Net Invst Incm$63,082TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$520LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$260LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$260LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$419TaxesRevAndExpnssAmt
Taxes Net Invst Incm$419TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,939TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,179TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$760TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,701ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,701ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,640TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,179TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,461TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$28,477ExcessRevenueOverExpensesAmt
Net Investment Income$61,903NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$164,487SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$192,304SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$192,304SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$592,326CorporateStockBOYAmt
Corporate Stock EOY$592,986CorporateStockEOYAmt
Corporate Stock EOYFMV$671,733CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$756,813TotalAssetsBOYAmt
Total Assets EOY$785,290TotalAssetsEOYAmt
Total Assets EOYFMV$864,037TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$756,813RetainedEarningBOYAmt
Retained Earning EOY$785,290RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$756,813TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$785,290TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$756,813TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$785,290TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$756,813TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$28,477ExcessRevenueOverExpensesAmt
Subtotal$785,290SubtotalAmt
Tot Net Ast Or Fund Balances EOY$785,290TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$860InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$860SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$860TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$860TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROL ABDOIndividualWithBooksNm
Phone3862904256PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1229 MALLARD LANEAddressLine1Txt
CityDAYTONA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP321191389ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJESSICA VICTORELLIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1229 MALLARD LANEAddressLine1Txt
CityDAYTONA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32119ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GIFTS/GRANTS TO OTHER 501(c)(3) ORGANIZATIONS AS DETERMINED BY THE TRUSTEE OF THE FOUNDATION.Description1Txt
Expenses1$32,701Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$673,253AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$161,228AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$834,481TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$834,481AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,517CashDeemedCharitableAmt
Net Vl Noncharitable Assets$821,964NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,098MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,098MinimumInvestmentReturnAmt
Tax Based On Investment Income$860TaxBasedOnInvestmentIncomeAmt
Total Tax$860TotalTaxAmt
Distributable Before Adj$40,238DistributableBeforeAdjAmt
Distributable Before Ded$40,238DistributableBeforeDedAmt
Distributable As Adjusted$40,238DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,461ExpensesAndContributionsAmt
Qualifying Distributions$33,461QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,238DistributableAsAdjustedAmt
Undistributed Income PY$30,300UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$33,461QualifyingDistributionsAmt
Applied To Year1$30,300AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,161AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$37,077UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PURRFECT WHISKERS RESCUE
49 PINTO LANEORMOND BEACHFL32174PC501(c)(3)FINANCIAL SUPPORT$18,000
VOLUNTEER FLORIDA FOUNDATION
1545 RAYMOND DIEHL RD 250TALLAHASSEEFL32308PC501(c)(3)FINANCIAL SUPPORT$2,500
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD 300JACKSONVILLEFL32256PC501(c)(3)FINANCIAL SUPPORT$1,500
PONCE ANIMAL FOUNDATION
PO BOX 291893PORT ORANGEFL32119PC501(c)(3)FINANCIAL SUPPORT$1,200
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDFL10306PC501(c)(3)FINANCIAL SUPPORT$1,000
MERCY CHEFS
711 WASHINGTON STPORTSMOUTHVA23704PC501(c)(3)FINANCIAL SUPPORT$1,500
SECOND HARVEST FOOD BANK
411 MERCY DRIVEORLANDOFL32805PC501(c)(3)FINANCIAL SUPPORT$1,500
PURE JOY CAT CAFE
1120 BEVILLE RD CDAYTONA BEACHFL32114PC501(c)(3)FINANCIAL SUPPORT$1,000
DELAND CAT CAFE
844 E NEW YORK AVE BDELANDFL32724PC501(c)(3)FINANCIAL SUPPORT$1,000
OUR LADY OF HOPE - KOC
4675 S CLYDE MORRIS BLVDPORT ORANGEFL32129PC501(c)(3)FINANCIAL SUPPORT$501
COVENANT HOUSE
PO BOX 758636TOPEKAKS66675PC501(c)(3)FINANCIAL SUPPORT$1,500
CHURCH OF ELEVEN 22
14286 BEACH BLVD 42JACKSONVILLEFL32250PC501(c)(3)FINANCIAL SUPPORT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,701TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$2,354ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$60,763ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$63,117ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,117TotalIncomeProducingActyAmt

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)
CategoryDURANCEAU CPA TAX RETURN PREPARATIONCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB INVESTMENT ACCOUNT-EQUITIES$3,188$3,296
CHARLES SCHWAB INVESTMENT ACCOUNT-MUTUAL FUNDS$589,798$668,437

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFISHER TOUSEY LEGAL SERVICESCategoryTxt
Legal Fees$520LegalFeesAmt
Net Investment Income$260NetInvestmentIncomeAmt
Disbursements Charitable Prps$260DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt
Amt$419Amt
Net Investment Income$419NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.