YADLOSKY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- YADLOSKY FAMILY FOUNDATION (EIN 85-3907665)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-30
- IRS object ID
- 202622119349100232
- Schema version
- 2025v4.2
- 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
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-30T19:34:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453336389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINT LOGIX INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4765 Riverglen Blvd | AddressLine1Txt |
| City | Ponce Inlet | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853907665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yadlosky Family Foundation CO Laura Yadlosky | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Laura Brown Yadlosky | InCareOfNm |
| Business Name Control | YADL | BusinessNameControlTxt |
| Phone | 5708854206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 Dunlawton Ave PO Box 291209 | AddressLine1Txt |
| City | Port Orange | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA BROWN YADLOSKY | PersonNm |
| Person Title | PresidentTrustee | PersonTitleTxt |
| Phone | 5708854206 | PhoneNum |
| Signature | 2026-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONIA A WINT | PreparerPersonNm |
| PTIN | P01967615 | PTIN |
| Phone | 3212764869 | PhoneNum |
| Preparation | 2026-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,055,098 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,627 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $145,627 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,627 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,698 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,698 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,073 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,748 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,748 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,073 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,554 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,733 | CashBOYAmt |
| Cash EOY | $117,302 | CashEOYAmt |
| Cash EOYFMV | $117,302 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,850,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,746,432 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,937,796 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,952,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,863,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,055,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,952,649 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,863,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,952,649 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,863,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,952,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,863,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,952,649 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,431 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,985,080 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,985,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Alphabet Inc A | P | 2025-01-01 | 2025-03-18 | $23,829 | $28,820 | -$4,991 | -$4,991 |
| Amazoncom Inc | P | 2024-12-30 | 2025-03-18 | $66,437 | $70,867 | -$4,430 | -$4,430 |
| Apple Inc | P | 2024-12-04 | 2025-05-23 | $39,218 | $48,004 | -$8,786 | -$8,786 |
| Berkshire Hathaway Inc | P | 2024-11-08 | 2025-06-03 | $49,698 | $46,436 | $3,262 | $3,262 |
| Colgateplmolive Company | P | 2024-10-02 | 2025-01-24 | $8,925 | $8,537 | $388 | $388 |
| Defi Quantum | P | 2025-10-02 | 2025-11-21 | $15,054 | $16,336 | -$1,282 | -$1,282 |
| Fedex Corp | P | 2024-09-03 | 2025-01-24 | $27,551 | $26,497 | $1,054 | $1,054 |
| Glbl X Defense Tech | P | 2025-01-02 | 2025-01-24 | $32,373 | $30,598 | $1,775 | $1,775 |
| FT Nasdaq Cybersec | P | 2025-01-02 | 2025-03-18 | $99 | $91 | $8 | $8 |
| GS Physical Gold | P | 2025-03-09 | 2025-06-04 | $62,691 | $56,209 | $6,482 | $6,482 |
| Inv Ultra Shrt Dur | P | 2025-04-25 | 2025-08-20 | $234,496 | $234,531 | -$35 | -$35 |
| Inv S&P Top 50 | P | 2025-01-24 | 2025-03-06 | $183,370 | $190,773 | -$7,403 | -$7,403 |
| Inv S&P 500 Quality | P | 2025-06-27 | 2025-08-26 | $108,070 | $101,448 | $6,622 | $6,622 |
| Inv S&P MDCP | P | 2025-02-09 | 2025-04-08 | $48,775 | $58,915 | -$10,140 | -$10,140 |
| Inv S&P SMCP Momntm | P | 2025-02-09 | 2025-04-08 | $92,330 | $103,499 | -$11,169 | -$11,169 |
| Inv S&P Momentum | P | 2024-11-29 | 2025-04-11 | $73,492 | $80,228 | -$6,736 | -$6,736 |
| Ionq Inc | P | 2025-03-17 | 2025-11-17 | $33,411 | $48,410 | -$14,999 | -$14,999 |
| ISHS 20 TRSY BD | P | 2025-02-20 | 2025-04-10 | $111,189 | $116,395 | -$5,206 | -$5,206 |
| ISHS 7-10Y TRSY | P | 2025-02-20 | 2025-05-28 | $83,584 | $83,798 | -$214 | -$214 |
| ISHS EXP Tech Sftwr | P | 2025-05-12 | 2025-08-22 | $47,264 | $45,907 | $1,357 | $1,357 |
| ISHS Russ 2000 | P | 2025-08-26 | 2025-11-14 | $54,052 | $54,052 | ||
| ISHS Silver Tr | P | 2025-04-08 | 2025-05-12 | $44,444 | $46,086 | -$1,642 | -$1,642 |
| ISHS Msci Gld Miners | P | 2025-04-11 | 2025-05-13 | $25,045 | $26,826 | -$1,781 | -$1,781 |
| ISHR Treas FLTG Bond | P | 2025-01-09 | 2025-05-01 | $47,476 | $47,487 | -$11 | -$11 |
| Netflix Inc | P | 2025-07-22 | 2025-10-02 | $28,992 | $29,874 | -$882 | -$882 |
| Palantir Techs Inc | P | 2024-12-10 | 2025-04-16 | $23,213 | $17,722 | $5,491 | $5,491 |
| ST STR SPDR Lng Term | P | 2025-07-05 | 2025-01-24 | $4,727 | $4,890 | -$163 | -$163 |
| ST STR SPDR SHT Term | P | 2025-03-19 | 2025-07-22 | $5,239 | $5,216 | $23 | $23 |
| St STR SPDR S&P 400 | P | 2024-08-04 | 2025-01-24 | $45,888 | $46,021 | -$133 | -$133 |
| ST STR SPDR S&P 600 | P | 2024-08-04 | 2025-01-24 | $44,445 | $46,041 | -$1,596 | -$1,596 |
| Samsara Inc | P | 2024-11-08 | 2025-03-18 | $18,679 | $26,308 | -$7,629 | -$7,629 |
| St STR Cons Staples ETC | P | 2024-04-24 | 2025-01-24 | $2,020 | $2,035 | -$15 | -$15 |
| St STR Indl Sel SPDR | P | 2025-03-09 | 2025-10-17 | $81,270 | $81,313 | -$43 | -$43 |
| Simplify ST TRS FUT | P | 2025-03-05 | 2025-05-15 | $128,077 | $132,153 | -$4,076 | -$4,076 |
| Tesla Inc | P | 2024-02-28 | 2025-02-12 | $32,975 | $20,013 | $12,962 | $12,962 |
| Vaneck Steel | P | 2025-03-26 | 2025-04-11 | $15,218 | $17,768 | -$2,550 | -$2,550 |
| Vaneck Semiconductor | P | 2025-07-16 | 2025-08-20 | $40,078 | $40,636 | -$558 | -$558 |
| Vngrd FTSE Eurpoe | P | 2025-01-19 | 2025-04-08 | $66,497 | $73,529 | -$7,032 | -$7,032 |
| Walmart Inc | P | 2024-08-05 | 2025-01-24 | $21,554 | $12,913 | $8,641 | $8,641 |
| Whitefiber Inc | P | 2025-10-10 | 2025-11-17 | $9,088 | $17,980 | -$8,892 | -$8,892 |
| ASML Hldg NV NYRS | P | 2025-01-16 | 2025-04-17 | $35,272 | $41,878 | -$6,606 | -$6,606 |
| Alphabet Inc | P | 2025-01-20 | 2025-03-18 | $31,537 | $14,384 | $17,153 | $17,153 |
| Ft Nasdaq Cybersec | P | 2024-02-07 | 2025-03-18 | $32,549 | $28,645 | $3,904 | $3,904 |
| Inv S&P Top 50 | P | 2024-02-07 | 2025-03-06 | $23,939 | $20,255 | $3,684 | $3,684 |
| Inv S&P Momentum | P | 2023-01-05 | 2025-04-11 | $24,272 | $20,289 | $3,983 | $3,983 |
| Inv Bul2026 Corp | P | 2023-05-17 | 2025-10-24 | $74,801 | $73,320 | $1,481 | $1,481 |
| ISHS 0-1Yr Treasury | P | 2024-01-31 | 2025-11-07 | $74,953 | $75,193 | -$240 | -$240 |
| ISHS Treas FLTG Bond | P | 2024-04-10 | 2025-05-01 | $152,970 | $153,156 | -$186 | -$186 |
| Palo Alto Networks Inc | P | 2023-09-08 | 2025-03-18 | $51,988 | $47,600 | $4,388 | $4,388 |
| ST STR SPDR Lng Term | P | 2023-09-03 | 2025-07-22 | $57,106 | $56,465 | $641 | $641 |
| St STR Cons Staples | P | 2023-11-15 | 2025-01-24 | $52,280 | $51,041 | $1,239 | $1,239 |
| ASML Hldg Nv Nyrs | P | 2024-05-16 | 2025-07-16 | $18,805 | $23,413 | -$4,608 | -$4,608 |
| Physical Gold Silver | P | 2023-01-15 | 2025-03-31 | $61 | $61 | $61 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$39,435 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$53,782 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $522 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $796 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $796 | TotalPaymentsAndCreditsAmt |
| Overpayment | $274 | OverpaymentAmt |
| Applied To ES Tax | $274 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Laura Brown-Yadlosky | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5708854206 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 Dunlawton Ave PO Box 291209 | AddressLine1Txt |
| City | Port Orange | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2022 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| LAURA BROWN-YADLOSKY | ||||||||
| 725 Dunalwton Ave PO Box 291209 | Port Orange | FL | 32129 | Director President | 1.00 | $0 | $0 | $0 |
| JUSTIN YADLOSKY | ||||||||
| 725 Dunlawton Ave PO Box 291209 | Port Orange | FL | 32127 | Director Treasurer | 1.00 | $0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,937,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,092,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,092,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,060,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $522 | TotalTaxAmt |
| Distributable Before Adj | $102,511 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $102,511 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $102,511 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,123 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,123 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,511 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,692 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr4 | $13,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,263 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $19,692 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $67,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,123 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,511 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,612 | RemainingDistriFromCorpusAmt |
| Total Corpus | $69,772 | TotalCorpusAmt |
| Taxable2 | $19,692 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $69,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,205 | ExcessFromYear4Amt |
| Excess From Year3 | $34,263 | ExcessFromYear3Amt |
| Excess From Year1 | $19,692 | ExcessFromYear1Amt |
| Excess From Current Year | $2,612 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| St Judes Children's Research Hospital | |||||||
| 501 St Judes Place | Memphis | TN | 38105 | Public Charity | PC | General Support of Organization | $94,542 |
| Simons Angels | |||||||
| PO Box 291293 | Port Orange | FL | 32127 | Public Charity | PC | General Support of Organization | $25 |
| Washington Apple Education Foundation | |||||||
| 2900 Euclid Ave | Wenatchee | WA | 98801 | Public Charity | PC | General Support of Organization | $5,000 |
| United Way of Volusia Flagler | |||||||
| 1530 Cornerstone Blvd | Daytona Beach | FL | 32117 | Public Charity | PC | General Support of Organization | $5,181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,748 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LAURA BROWN-YADLOSKY | ||||||
| 1 | 4926 Sailfish Drive | Ponce Inlet | FL | 32127 | $50,000 | Yes (X) |
| JUSTIN YADLOSKY | ||||||
| 2 | 4926 Sailfish Drive | Ponce Inlet | FL | 32127 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LPL Investments | StockNm |
| EOY Book Value | $1,746,432 | EOYBookValueAmt |
| EOYFMV | $1,937,796 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fees | CategoryTxt |
| Amt | $7,698 | Amt |
| Net Investment Income | $7,698 | NetInvestmentIncomeAmt |
Comments