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HURLBURT FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HURLBURT FAMILY FOUNDATION INC (EIN 46-0643574)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-01
IRS object ID
202532749349100003
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)
Return2025-10-01T11:02:32-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 SOUTH LAKELAND DRIVE STE 4AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33813ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460643574EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HURLBURT FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROBERT D HURLBURTInCareOfNm
Business Name ControlHURLBusinessNameControlTxt
Phone8637019717PhoneNum

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
Signature2025-07-08SignatureDt
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
Preparation2025-10-01PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Application PendingYes (X)ApplicationPendingInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$297,208FMVAssetsEOYAmt
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$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,804DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,804DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$90,551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$217,850GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,551CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$798NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$99,365TotalRevAndExpnssAmt
Total Net Invst Incm$99,365TotalNetInvstIncmAmt
Total Adj Net Incm$798TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$5,050AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,884OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,884OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$248TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10,192TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,884TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,192TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,884TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$74,173ExcessRevenueOverExpensesAmt
Net Investment Income$94,481NetInvestmentIncomeAmt
Adjusted Net Income$798AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$89CashBOYAmt
Cash EOY$898CashEOYAmt
Cash EOYFMV$898CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,603SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,360SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,360SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$309PrepaidExpensesBOYAmt
Prepaid Expenses EOY$74PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$74PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$126,643CorporateStockBOYAmt
Corporate Stock EOY$118,484CorporateStockEOYAmt
Corporate Stock EOYFMV$163,569CorporateStockEOYFMVAmt
Corporate Bonds BOY$50,073CorporateBondsBOYAmt
Corporate Bonds EOY$87,074CorporateBondsEOYAmt
Corporate Bonds EOYFMV$82,307CorporateBondsEOYFMVAmt
Total Assets BOY$182,717TotalAssetsBOYAmt
Total Assets EOY$256,890TotalAssetsEOYAmt
Total Assets EOYFMV$297,208TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$182,717NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$256,890NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$182,717TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$256,890TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$182,717TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$256,890TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$182,717TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$74,173ExcessRevenueOverExpensesAmt
Subtotal$256,890SubtotalAmt
Tot Net Ast Or Fund Balances EOY$256,890TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED FIDELITY STATEMENTP2023-08-312024-02-15$36,684$35,969$715$715
SEE FIDELITY STATEMENTP2015-12-012024-08-09$181,083$91,330$89,753$89,753
SEE CHARLES SCHWAB STATEMENTP2024-08-152024-12-31$83$83$83
FieldValueIRS element (for citing)
Capital Gain Net Income$90,551CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$798NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,313InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,313SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,313TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$74EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$74TotalPaymentsAndCreditsAmt
Tax Due$1,239TaxDueAmt

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 DRIVE Ste 3AddressLine1Txt
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 DRIVE STE 3LAKELANDFL33813PRESIDENT1.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$307,715AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$387AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$308,102TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$308,102AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,622CashDeemedCharitableAmt
Net Vl Noncharitable Assets$303,480NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,174MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,174MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,313TaxBasedOnInvestmentIncomeAmt
Total Tax$1,313TotalTaxAmt
Distributable Before Adj$13,861DistributableBeforeAdjAmt
Distributable Before Ded$13,861DistributableBeforeDedAmt
Distributable As Adjusted$13,861DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,000ExpensesAndContributionsAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,861DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$584ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$584TotalExcessDistributionCyovAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt
Applied To Current Year$13,861AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,139RemainingDistriFromCorpusAmt
Total Corpus$1,723TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,723ExcessDistriCyovToNextYrAmt
Excess From Year1$584ExcessFromYear1Amt
Excess From Current Year$1,139ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 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$3,000
ACADEMY PREP CENTER
1021 LAKELAND HILLS BLVDLAKELANDFL33805NONEPCDONATION$500
THE ROCK OF WINTER HAVEN
PO BOX 10366WINTER HAVENFL33885NONEPCDONATION$2,500
GOOD NEWS MINISTRIES INTERNATIONAL
1018 MANATEE ROAD E107NaplesFL34110NONEPCFOR MISSIONS$5,000
HELP OF FORT MEADE
27 WEST BROADWAY STREETFORT MEADEFL33841NONEPCDONATION$500
MULBERRY COMMUNITY CENTER
211 NW IST AVENUEMULBERRYFL33860NONEPCDONATION$500
CITY POINT CHURCH INC
220 W ALEXANDER STREET STE 31PLANT CITYFL33563NONEPCMISSION WORK$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,804ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$90,551ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$99,365ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,365TotalIncomeProducingActyAmt

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$5,050Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS$8,651$9,765
CHARLES SCHWAB$78,423$72,542

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVRSTMENTS$88,484$134,057
CHARLES SCHWAB$30,000$29,512

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$4,884Amt
Net Investment Income$4,884NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$13$0$0$0
INVESTMENT INCOME TAX$235$0$0$0

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