2019-08-29T15:36:09-05:00 2018-12-31 591638720 WARDLOW & CASH PA POST OFFICE BOX 426 CRYSTAL RIVER FL 34423 990 2018-01-01 593412016 U S FAMILY FOUNDATION INC USFA 3527268130 450 PLEASANT GROVE ROAD INVERNESS FL 344525725 J PAUL CASH PRESIDENT 3527268130 2019-08-22 1 JONATHAN PAUL CASH P00038765 3527953212 2019-08-22 71.41.56.2 2019-08-22 16:41:37 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 4BBC3C1DE2B559F6BC615A982D0FA5CE71B56A8B 2018 2019-02-21 02:37:17Z JONATHAN PAUL CASH 450 PLEASANT GROVE ROAD INVERNESS FL 344525725 8824099 0 X WWW.USFAMILYFOUNDATION.COM X 1996 FL TO CREATE AND ADMINISTER ENDOWMENTS TO SUPPORT 501(C)(3) CHARITIES. 7 5 0 0 0 0 1681988 1092255 45404 36517 2087105 1460834 0 0 3814497 2589606 1449377 1387173 0 0 0 0 0 0 3014 297627 318669 1747004 1705842 2067493 883764 20336017 18537169 3242 0 20332775 18537169 TO CREATE AND ADMINISTER ENDOWMENTS TO SUPPORT 501(C)(3) CHARITIES. 0 0 1510824 1387173 1497351 OVERSIGHT AND ADMINISTRATION OF 29 ENDOWMENTS BENEFITING OVER 90 DIFFERENT 501(C)(3) CHARITIES. MADE CONTRIBUTIONS TO QUALIFYING EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ORGANIZATIONS. 1510824 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 FL OR X JONATHAN PAUL CASH 3527953212 154 SE 7TH AVENUE CRYSTAL RIVER FL 34429 X JONATHAN PAUL CASH PRESIDENT/EXECUTIVE DIR 8.00 X X 0 0 0 KAREN THURMAN DIRECTOR 0.10 X 0 0 0 JEWEL LAMB DIRECTOR 0.10 X 0 0 0 GERRY MULLIGAN DIRECTOR 0.10 X 0 0 0 WANN VAN ROBINSON DIRECTOR 0.10 X 0 0 0 ROBERT MARTIN DIRECTOR 0.10 X 0 0 0 CARSON BOMAR DIRECTOR 0.10 X 0 0 0 ROBERT C WARDLOW III SECRETARY/TREAS 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1092255 687750 1092255 FUND MANAGEMENT 900099 36517 36517 36517 510477 510477 7184850 6234493 950357 950357 950357 2589606 1497351 0 0 1387173 1387173 191401 10841 180560 8500 8500 111894 111894 3014 3014 27 27 2332 2332 BANK CHARGES 1085 889 196 TAXES & LICENSES 416 416 1705842 1510824 192004 3014 818405 609228 1542397 1380796 17971955 16547145 3260 20336017 18537169 3242 0 3242 0 X 18790378 17156373 1542397 1380796 20332775 18537169 20336017 18537169 X 883764 -2517769 -161601 X 0 0 0 X 6557794 885263 292597 1277851 1092255 10105760 6557794 885263 292597 1277851 1092255 10105760 10105760 1088462 1020505 410921 2087105 1460834 6067827 16173587 0.62480 0.63890 X 29 1092255 1387173 18537169 1 1 0 71837 -2517769 -2517769 2589606 0 2589606 1705842 0 1705842 0 1705842 1 SACRED HEART SOUTHERN MISSIONS INC DBA SACRED HEART LEAGUE 6050 HIGHWAY 161 NORTH WALLS MS 38680 640358092 501(C)(3) 19090 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY ST JOSEPH'S INDIAN SCHOOL PO BOX 100 CHAMBERLAIN SD 57325 460235912 501(C)(3) 19096 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY THE CARMELITE FATHERS INC PO BOX 868 MIDDLETOWN NY 10940 141457918 501(C)(3) 19090 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY CITRUS COUNTY FELLOWSHIP OF CHRISTIAN ATHLETES 1950 HIGHWAY 41 NORTH INVERNESS FL 34450 440610626 501(C)(3) 31324 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY KEY CENTER FOUNDATION INC 5399 W GULF TO LAKE HIGHWAY LECANTO FL 34461 593200079 501(C)(3) 22960 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY SHERIFF'S YOUTH RANCH PO BOX 2000 BOYS RANCH FL 32064 237303117 501(C)(3) 36243 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY YMCA OF THE SUNCOAST 2469 ENTERPRISE ROAD CLEARWATER FL 33763 590810731 501(C)(3) 44750 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY HARVARD BUSINESS SCHOOL FUND SOLDIERS FIELD BOSTON MA 02163 042103580 501(C)(3) 42364 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 237327730 501(C)(3) 30260 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY NATURE COAST EMERGENCY MEDICAL FOUNDATION INC 3876 W COUNTRY HILL DR LECANTO FL 34461 651021027 501(C)(3) 23364 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY NAVY-MARINE CORPS RELIEF SOCIETY 875 N RANDOLPH ST SUITE 225 ARLINGTON VA 22203 530204618 501(C)(3) 30260 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY SUBMARINE FORCE LIBRARY & MUSEUM ASSOCIATION 1 CRYSTAL LAKE ROAD GROTON CT 06340 237281074 501(C)(3) 30260 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY US NAVY MEMORIAL FOUNDATION 3651 MARS HILL RD SUITE 200B WATKINSVILLE GA 30677 521104476 501(C)(3) 30260 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY AFRICA UNIVERSITY PO BOX 340007 NASHVILLE TN 372030007 621356848 501(C)(3) 12680 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY AMERICAN RED CROSS CITRUS COUNTY CHAPTER 4218 W GULF TO LAKE HIGHWAY LECANTO FL 34461 530196605 501(C)(3) 12104 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY ECKERD CAMP E-NINI-HASSEE 7027 E STAGE COACH TRAIL FLORAL CITY FL 34436 592551416 501(C)(3) 9330 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY CHESAPEAKE BAY FOUNDATION 6 HERNDON AVE ANNAPOLIS MD 21403 526065757 501(C)(3) 15925 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY CHILDREN'S MERCY HOSPITAL FOUNDATION 2401 GILLHAM RD KANSAS CITY MO 64108 521640402 501(C)(3) 13067 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY CITRUS ABUSE SHELTER ASSOCIATION PO BOX 205 INVERNESS FL 344510205 592335910 501(C)(3) 13247 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY CITRUS COUNTY HISTORICAL SOCIETY 1 COURTHOUSE SQUARE INVERNESS FL 34450 592326836 501(C)(3) 31597 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY CITRUS UNITED BASKET 1205 PARKSIDE AVE INVERNESS FL 34450 592553570 501(C)(3) 9293 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY DISABLED AMERICAN VETERANS PO BOX 36529 CINCINNATI OH 45236 521521276 501(C)(3) 9471 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY FAMILY DEVELOPMENT CENTER 300 JERRYS DR ROSEBURG OR 97470 930851068 501(C)(3) 9333 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY FIRST BAPTIST CHURCH OF CRYSTAL RIVER 700 N CITRUS AVE CRYSTAL RIVER FL 34428 593265653 501(C)(3) 12104 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY FLORIDA UNITED METHODIST CHILDREN'S HOME 504 E PARIS ST TAMPA FL 33604 590638479 501(C)(3) 10956 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY FRIENDS OF THE COASTAL REGION LIBRARY 8619 W CRYSTAL ST CRYSTAL RIVER FL 34428 596000548 501(C)(3) 12104 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY GOLD SHIELD FOUNDATION PO BOX 271791 TAMPA FL 33688 592236362 501(C)(3) 17215 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY HOPE SERVICES PO BOX 98 ROSEBURG OR 97470 930884874 501(C)(3) 120000 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD SUITE N2100 BALTIMORE MD 21211 520595110 501(C)(3) 5752 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY PRECEPT MINISTRIES INTERNATIONAL PO BOX 182218 CHATTANOOGA TN 37422 620841438 501(C)(3) 261000 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY SALVATION ARMY PO BOX 1630 LECANTO FL 34460 580660607 501(C)(3) 18851 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY FLORIDA STATE UNIVERSITY FOUNDATION INC 325 W COLLEAGE AVE TALLAHASSEE FL 323011403 596152180 501(C)(3) 5000 FUND CITRUS COUNTY MEDICAL ENDOWMENT PATH OF CITRUS COUNTY INC 21 S MELBOURNE ST BEVERLY HILLS FL 34465 593111520 501(C)(3) 10000 FUND CAPITAL CAMPAIGN FOR NEW FACILITY UNITED WAY OF CITRUS COUNTY INC 1582 N MEADOWCREST BLVD CRYSTAL RIVER FL 34429 592766815 501(C)(3) 15000 FUND BUDGETS FOR COMMUNITY FOOD BANK OF CITRUS COUNTY AND CITRUS COUNTY BLESSINGS HUMANITARIANS OF FLORIDA INC 1031 N COMMERCE TERR LECANTO FL 34461 591997778 501(C)(3) 7353 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON VA 20190 530204616 501(C)(3) 12104 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY REEL RECOVERY 160 BROOKSIDE ROAD NEEDHAM MA 02492 912193394 501(C)(3) 15000 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY TEAM PO BOX 1986 GRAPEVINE TX 760991986 362169146 501(C)(3) 8400 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY BOYS & GIRLS CLUB OF THE UMPQUA VALLEY 1144 NE CEDAR ROSEBURG OR 97470 911788798 501(C)(3) 8333 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY CAMP MILLENNIUM 2726 DIAMOND LAKE BLVD ROSEBURG OR 97470 470881224 501(C)(3) 5000 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY CHURCHES OF GOD GENERAL CONFERENCE PO BOX 926 FINDLAY OH 45839 236424046 501(C)(3) 6000 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY UMPQUA VALLEY CHRISTIAN SCHOOL 18585 DIXONVILLE RD ROSEBURG OR 97470 930951533 501(C)(3) 10000 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY UMPQUA VALLEY YOUTH FOR CHRIST PO BOX 992 ROSEBURG OR 97470 930791477 501(C)(3) 6000 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY SOUTH KILSAP ALLIANCE CHURCH 5000 BETHEL RD SE PT ORCHARD WA 98367 911454427 501(C)(3) 15000 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY CHILDREN'S DREAM FUND OF ST PETERSBURG 200 CENTRAL AVE SUITE 410 ST PETERSBURG FL 33701 592145821 501(C)(3) 20000 FURTHER THE CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC EFFORTS OF THE CHARITY 45 ROBERT C WARDLOW III BUSINESS 95701 ROBERT C WARDLOW IS AN EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTS. CPA FIRM HAS COMPENSATION PROVIDED BY OVER 1,000 CLIENTS OTHER THAN THE FOUNDATION. FOUNDATION DOES NOT COMPENSATE ANY OF THE ABOVE INDIVIDUALLY. 0 JONATHAN PAUL CASH BUSINESS 95700 JONATHAN PAUL CASH IS AN EMPLOYEE OF CPA FIRM PROVIDING ALL MANAGEMENT AND ACCOUNTING SERVICES AT STANDARD RATES CHARGED TO ALL CLIENTS. CPA FIRM HAS COMPENSATION PROVIDED BY OVER 1,000 CLIENTS OTHER THAN THE FOUNDATION. FOUNDATION DOES NOT COMPENSATE ANY OF THE ABOVE INDIVIDUALLY. 0 X 3 687750 FMV ON CONTRIBUTION DATE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT, EXECUTIVE DIRECTOR AND SECRETARY/TREASURER ALL WORK FOR THE SAME CPA FIRM WHICH PROVIDES ALL MANAGEMENT AND ACCOUNTING SERVICES TO THE FOUNDATION AT STANDARD RATES. SEE SCHEDULE L PART IV. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD PRIOR TO FILING. IF NECESSARY, ANY CHANGES TO FORM 990 ARE MADE PRIOR TO SUBMITTING THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAINTAINS COPIES OF THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS WELL AS COPIES OF FORM 990. ANY REQUEST FOR SUCH INFORMATION IS HONORED. FORM 990, PART XI, LINE 9: ACTUARIAL CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -161,601.