HBC FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HBC FOUNDATION INC (EIN 27-1146835)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-06
- IRS object ID
- 202542189349100409
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-06T10:20:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200708248 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIVOT CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 PONTE VEDRA PARK DR ST 201 | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | 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 | 271146835 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBC FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HBCF | BusinessNameControlTxt |
| Phone | 3523182372 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14664 NW 25TH ROAD | AddressLine1Txt |
| City | NEWBERRY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32669 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA KING | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 3523317373 | PhoneNum |
| Signature | 2025-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN REYES | PreparerPersonNm |
| PTIN | P00905137 | PTIN |
| Phone | 9042802053 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $277,320 | 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 | $31,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,366 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,366 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,298 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,572 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,236 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $100 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $100 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,413 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,311 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,102 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,669 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156,294 | CashBOYAmt |
| Cash EOY | $74,403 | CashEOYAmt |
| Cash EOYFMV | $74,403 | CashEOYFMVAmt |
| Corporate Stock BOY | $88,369 | CorporateStockBOYAmt |
| Corporate Stock EOY | $92,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $124,418 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,596 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $968 | OtherAssetsBOYAmt |
| Other Assets EOY | $903 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $903 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $245,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $242,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $277,320 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $238,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | $239,023 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $238,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $239,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $245,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $242,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $238,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $239,023 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $239,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 2023-08-07 | 2024-12-31 | $2,118 | $1,501 | $617 | $617 |
| UBS FINANCIAL SERVICES | 2023-04-24 | 2024-12-31 | $74,000 | $74,000 | $0 | $0 |
| UBS FINANCIAL SERVICES | 2023-03-24 | 2024-12-31 | $28,270 | $24,315 | $3,955 | $3,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,572 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $968 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $968 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $903 | OverpaymentAmt |
| Applied To ES Tax | $903 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA KING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3523182372 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14664 NW 25TH ROAD | AddressLine1Txt |
| City | NEWBERRY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32669 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| AMY MOODY | ||||||||
| 101 RUE BACAGE | LYNN HAVEN | FL | 32444 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LISA KING | ||||||||
| 14664 NW 25TH ROAD | NEWBERRY | FL | 32669 | FOUNDATION MANAGER | 6.00 | $20,000 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $212,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $264,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $264,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $260,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65 | TotalTaxAmt |
| Distributable Before Adj | $12,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,971 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,971 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,752 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,752 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,504 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,503 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,944 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,740 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,781 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $136,913 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $16,441 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $120,472 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,504 | ExcessFromYear4Amt |
| Excess From Year3 | $34,503 | ExcessFromYear3Amt |
| Excess From Year2 | $20,944 | ExcessFromYear2Amt |
| Excess From Year1 | $29,740 | ExcessFromYear1Amt |
| Excess From Current Year | $22,781 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISA SPURRIER KING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14664 NW 25TH ROAD | AddressLine1Txt |
| City | NEWBERRY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32669 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3523182372 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARBOR DAY FOUNDATION | |||||||
| 211 NORTH 12TH ST | LINCOLN | NE | 68508 | NONE | PC | CHARITABLE | $100 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1201 15TH STREET NW SUITE 410 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $100 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | CHARITABLE | $100 |
| SPECIAL OLYMPICS INC | |||||||
| 2600 VIRGINIA AVE NW FL 11 | WASHINGTON | DC | 20037 | NONE | PC | CHARITABLE | $100 |
| UNICEF USA | |||||||
| 125 MAIDEN LN | NEW YORK CITY | NY | 10038 | NONE | PC | CHARITABLE | $100 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION INC | |||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | NONE | PC | CHARITABLE | $100 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 W WACKER DR STE 1150 | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $100 |
| MARCH OF DIMES INC | |||||||
| 1550 CRYSTAL DR STE 1300 | ARLINGTON | VA | 22202 | NONE | PC | CHARITABLE | $100 |
| PEACEFUL PATHS | |||||||
| 2100 NW 53RD AVENUE SUITE A | GAINESVILLE | FL | 32653 | NONE | PC | CHARITABLE | $1,500 |
| WRITERS ALLIANCE OF GAINESVILLE | |||||||
| PO BOX 358396 | GAINESVILLE | FL | 32635 | NONE | PC | CHARITABLE | $1,000 |
| PACE CENTER FOR GIRLS | |||||||
| 6745 PHILIPS INDUSTRIAL BLVD | JACKSONVILLE | FL | 32256 | NONE | PC | CHARITABLE | $1,000 |
| BREAD OF THE MIGHTY FOOD | |||||||
| 325 NW 10TH AVENUE | GAINESVILLE | FL | 32601 | NONE | PC | CHARITABLE | $1,000 |
| RONALD MCDONALD HOUSE | |||||||
| 2121 SW 16TH STREET | GAINESVILLE | FL | 32608 | NONE | PC | CHARITABLE | $2,500 |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE | $1,000 |
| POSITIVE COACHING ALLIANCE | |||||||
| 66 FRANKLIN STREET SUITE 300 | OAKLAND | CA | 94607 | NONE | PC | CHARITABLE | $1,000 |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | PC | CHARITABLE | $1,000 |
| DUKE | |||||||
| PO BOX 90600 | DURHAM | NC | 27708 | NONE | PC | CHARITABLE | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | PC | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,366 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,276 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,276 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HEISMAN TRUST | ||||||
| 1 | 111 BROADWAY SUITE 103A | NEW YORK | NY | 10006 | $10,000 | Yes (X) |
| PEACH BOWL INC | ||||||
| 2 | 3284 NORTHSIDE PKWY NW STE 550 | ATLANTA | GA | 30327 | $12,500 | Yes (X) |
| RHS FOOTBALL BOOSTER CORP | ||||||
| 3 | 1 RAM WAY | SARASOTA | FL | 34231 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS, INC | $1,399 | $1,244 |
| ADOBE INC. | $2,246 | $1,779 |
| ADVANCED MICRO DEVICE, INC. | $1,467 | $1,812 |
| ALPHABET, INC. | $4,787 | $6,626 |
| AMAZON.COM, INC. | $8,531 | $11,189 |
| AMERICAN TOWER CORP. | $1,903 | $1,467 |
| AMERIPRISE FINANCIAL, INC. | $877 | $1,597 |
| APPLE, INC. | $7,486 | $10,518 |
| ASML HOLDING | $2,366 | $2,079 |
| BOSTON SCIENTIFIC, INC. | $830 | $1,876 |
| BROADCOM, INC. | $3,752 | $7,187 |
| CHIPOTLE MEXICAN GRILL, INC. | $1,419 | $2,050 |
| INTUIT | $1,304 | $1,886 |
| INTUITIVE SURGICAL, INC. | $1,102 | $2,088 |
| LILLY ELI & CO | $1,737 | $3,860 |
| MASTERCARD, INC. | $2,419 | $3,159 |
| META PLATFORMS, INC. | $4,208 | $8,197 |
| MICROSOFT CORP. | $12,441 | $16,017 |
| NVIDIA CORP | $9,289 | $11,280 |
| ORACLE CORP | $2,534 | $2,500 |
| O REILY AUTOMOTIVE, INC. | $683 | $1,186 |
| PALO ALTO NETWORKS, INC. | $1,134 | $1,820 |
| PARKER HANNIFIN CORP. | $1,330 | $1,908 |
| PROGRESSIVE CORP OHIO | $1,988 | $2,156 |
| S&P GLOBAL, INC. | $726 | $996 |
| SALESFORCE.COM, INC. | $1,742 | $2,675 |
| SHERWIN WILLIAMS CO. | $1,856 | $2,039 |
| THERMOS FISHER SCIENTIFIC, INC. | $1,714 | $1,561 |
| TJX COS., INC. | $1,736 | $2,899 |
| UNION PACIFIC CORP | $1,367 | $1,368 |
| UNITEDHEALTH GROUP, INC. | $1,980 | $2,023 |
| VISA, INC. | $2,728 | $4,109 |
| TRANSDIGM GROUP INC | $1,136 | $1,267 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VALLEY NATL BK NJ US | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $75,000 | BookValueAmt |
| EOYFMV | $77,596 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX OVERPAYMENT | Desc |
| BOY Book Value | $968 | BOYBookValueAmt |
| EOY Book Value | $903 | EOYBookValueAmt |
| EOYFMV | $903 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,102 | $0 | $1,102 |
| BROKERAGE FEES | $1,311 | $1,311 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS VISA | Desc |
| BOY Book Value | $7,000 | BOYBookValueAmt |
| EOY Book Value | $3,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2 | $2 | $0 |
| FEDERAL INCOME TAX | $65 | $0 | $0 |