BETA

WOODNOTE FOUNDATION T-U-A 2-14-18: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WOODNOTE FOUNDATION T-U-A 2-14-18 (EIN 82-4457466)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-17
IRS object ID
202622299349100417
Schema version
2025v4.1
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)
Return2026-08-17T10:30:44-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593453712PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RALPH PRICE MCAULIFFE & ASSOC PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16830 CENTRAL AVENUE SUITE AAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33707ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN824457466EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WOODNOTE FOUNDATIONBusinessNameLine1Txt
Business Name Line2(T/U/A 2/14/18)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWOODBusinessNameControlTxt
Phone7278223907PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 CENTRAL AVENUEAddressLine1Txt
CityST PETERSUBRGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHANCOCK WHITNEY BANKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7278223907PhoneNum
Signature2026-05-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL PRICE CPAPreparerPersonNm
PTINP00966880PTIN
Phone7273816950PhoneNum
Preparation2026-05-18PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,153,259FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,835ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$31,155DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,155DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,272NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$290,684GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,272CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$111,262TotalRevAndExpnssAmt
Total Net Invst Incm$59,427TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,425AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,425AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$204TaxesRevAndExpnssAmt
Taxes Net Invst Incm$204TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,794OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,794OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,423TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,423TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,423TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,423TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,839ExcessRevenueOverExpensesAmt
Net Investment Income$41,004NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,883SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,070SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,070SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$778,489CorporateStockBOYAmt
Corporate Stock EOY$760,306CorporateStockEOYAmt
Corporate Stock EOYFMV$1,137,189CorporateStockEOYFMVAmt
Total Assets BOY$790,372TotalAssetsBOYAmt
Total Assets EOY$776,376TotalAssetsEOYAmt
Total Assets EOYFMV$1,153,259TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$790,372NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$776,376NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$790,372TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$776,376TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$790,372TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$776,376TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$790,372TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,839ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$828,211SubtotalAmt
Other Decreases$51,835OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$776,376TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ABBVIE INCP2021-10-222025-11-20$26,463$12,536$13,927$13,927
BANK OF AMERICAP2021-03-032025-12-12$8,671$3,332$5,339$5,339
BANK OF AMERICAP2022-01-032025-12-12$4,921$2,461$2,460$2,460
BEST BUY CO INCP2022-01-032025-09-03$14,162$19,432-$5,270-$5,270
BEST BUY CO INCP2023-03-032025-09-03$3,354$3,752-$398-$398
EXXON MOBILCORP2024-01-292025-12-12$2,718$2,362$356$356
FASTENAL COP2023-06-212025-12-12$5,653$3,887$1,766$1,766
GENERAL DYNAMICS CORPP2020-05-132025-12-12$6,755$2,618$4,137$4,137
GENERAL MILLS INCP2023-11-272025-01-14$4,879$5,291-$412-$412
GENERAL MILLS INCP2023-11-272025-01-14$10,875$11,792-$917-$917
JPMORGAN CHASE & COP2019-04-042025-12-12$7,935$2,627$5,308$5,308
L3HARRIS TECHNOLOGIES INCP2024-04-092025-12-12$6,314$4,537$1,777$1,777
MARSH & MCLENNAN COSP2025-01-142025-11-20$18,955$22,588-$3,633-$3,633
MID-AMERICA APARTMENT COMMP2019-08-112025-11-20$11,798$11,364$434$434
MID-AMERICA APARTMENT COMMP2022-12-272025-11-20$3,277$3,920-$643-$643
MONDELEZ INTERNATIONAL INCP2025-01-142025-11-20$5,074$5,164-$90-$90
MONDELEZ INTERNATIONAL INCP2025-01-142025-11-20$17,284$17,573-$289-$289
NASDAQ INCP2020-07-202025-01-14$2,748$1,564$1,184$1,184
NASDAQ INCP2020-07-202025-01-14$19,007$10,814$8,193$8,193
NASDAQ INCP2023-03-282025-01-14$4,962$3,437$1,525$1,525
PFIZER INCP2019-04-042025-09-03$8,971$14,728-$5,757-$5,757
PFIZER INCP2020-03-272025-09-03$1,606$1,932-$326-$326
PFIZER INCP2023-03-032025-09-03$4,943$8,217-$3,274-$3,274
QNITY ELECTRONICS INCP2025-11-19$46$46$46
REALTY INCOME CORPP2020-04-132025-03-13$15,423$13,499$1,924$1,924
US BANCORPP2019-11-052025-01-14$12,986$15,546-$2,560-$2,560
US BANCORPP2020-03-272025-01-14$4,900$3,675$1,225$1,225
US BANCORPP2023-03-282025-01-14$833$600$233$233
US BANCORPP2023-03-282025-01-14$7,253$5,221$2,032$2,032
UNITEDHEALTH GROUP INCP2020-12-042025-05-29$10,420$12,201-$1,781-$1,781
WASTE MANAGEMENT INCP2019-04-042025-12-12$6,252$2,985$3,267$3,267
ACCENTURE PLC CL AP2020-05-132025-09-03$12,655$9,080$3,575$3,575
ACCENTURE PLC CL AP2022-12-272025-09-03$3,796$3,979-$183-$183
STANLEY BLACK AND DECKERP2024-04-092025-09-03$14,713$19,698-$4,985-$4,985
CAPITAL GAINS DIVIDENDSP$82$82$82
FieldValueIRS element (for citing)
Capital Gain Net Income$28,272CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$570InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$570SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$570TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$29EsPenaltyAmt
Tax Due$599TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHANCOCK WHITNEY BANKIndividualWithBooksNm
Phone7278223907PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 CENTRAL AVENUEAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT H WILLIS
PO BOX 30ST PETERSBURGFL33731CO-TRUSTEE3.00$0$0$0
HANCOCK WHITNEY BANK
101 CENTRAL AVENUEST PETERSBURGFL33701CO-TRUSTEE3.00$0$0$0
SALLY STOVALL WILLIS
PO BOX 30ST PETERSBURGFL33731CO-TRUSTEE3.00$0$0$0
JACKSON WILLIS
PO BOX 30ST PETERSBURGFL33731CO-TRUSTEE1.00$0$0$0
WALKER WILLIS
PO BOX 30ST PETERSBURGFL33731CO-TRUSTEE1.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,965AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,090,692FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,105,657TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,105,657AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,585CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,089,072NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,454MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,454MinimumInvestmentReturnAmt
Tax Based On Investment Income$570TaxBasedOnInvestmentIncomeAmt
Total Tax$570TotalTaxAmt
Distributable Before Adj$53,884DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,884DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,884DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$55,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,884DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$43,150ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$39,036ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,243ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,260ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$97,689TotalExcessDistributionCyovAmt
Qualifying Distributions$55,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,884AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,116RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$98,805TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$43,150ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$55,655ExcessDistriCyovToNextYrAmt
Excess From Year3$39,036ExcessFromYear3Amt
Excess From Year2$5,243ExcessFromYear2Amt
Excess From Year1$10,260ExcessFromYear1Amt
Excess From Current Year$1,116ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SALVADOR DALI MUSEUM INC
1 DALI BLVDST PETERSBURGFL33701PCEDUCATION AND ARTS PROGRAMS$50,000
SHORECREST PREPARTORY SCHOOL
5101 1ST STREET NEST PETERSBURGFL33703PCFOR CHILDREN EDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,155ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,272ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$59,427ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,427TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & SALLY WILLISBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 30AddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33731ZIPCd
FieldValueIRS element (for citing)
Total Contributions$51,835TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$51,835FairMarketValueAmt
Received2025-12-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$3,425Amt
Net Investment Income$3,425NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HOME DEPOT INC$18,938$33,719
JPMORGAN CHASE & CO$11,130$31,900
JOHNSON & JOHNSON$16,721$24,420
MCDONALD'S CORP$12,573$20,172
MERCK & CO$18,272$23,789
MICROSOFT CORP$10,966$34,337
NEXTERA ENERGY$14,381$20,873
PAYCHEX INC$14,695$19,071
PEPSICO INC$12,577$14,783
PROLOGIS INC$19,071$30,000
UNION PACIFIC CORP$16,113$21,975
UNITED PARCEL SERVICE$10,763$9,919
VERIZON COMMUNICATIONS INC$37,296$28,307
WASTE MANAGEMENT INC$14,514$30,979
MEDTRONIC PLC$30,929$33,333
COCA-COLA CO$14,549$19,575
GENERAL DYNAMICS CORP$9,934$21,883
PROCTER & GAMBLE CO$14,918$18,630
TEXAS INSTRUMENTS$22,830$30,361
AFLAC INC$9,600$21,172
CHEVRON CORP$9,486$53,191
BANK OF NEW YORK MELLON CORP$8,819$20,084
BLACKROCK INC$13,501$20,336
DUKE ENERGY CORP$18,747$23,442
AMGEN$17,706$22,912
FASTENAL CO$14,252$19,864
SOUTHERN COMPANY$9,409$11,685
PNC FINANCIAL SERVICES GROUP$22,457$31,936
AMERICAN WATER WORKS CO$18,652$19,444
APPLE INC$15,374$22,021
EXXON MOBILE$30,247$32,973
INTERNATIONAL BUSINESS MACHINES CORP$17,551$22,808
L3HARRIS TECHNOLOGIES INC$14,436$20,550
MATERIALS SELECT SECTOR$19,165$19,410
WALT DISNEY CO$19,490$22,299
ABBOTT LABORATORIES$5,448$5,137
ALPHABET INC$10,505$11,268
BANK OF AMERICA$23,028$27,720
BRISTOL-MYERS SQUIBB CO$7,885$8,954
CF INDUSTRIES HOLDINGS INC$10,294$10,209
CINCINNATI FINANCIAL CORP$5,422$5,390
COSTCO WHOLESALE CORP$9,905$9,486
CUMMINS INC$15,264$19,908
CVS HEALTH CORP$5,217$5,635
DEVON ENERGY CORP$2$16,410
DUPONT DE NEMOURS INC$0$31,959
EBAY INC$10,423$10,104
FRANKLIN RESOURCES$15,571$17,535
GOLDMAN SACHS GROUP INC$10,135$11,427
HEWLETT PACKARD ENTERPRISE CO$7,954$8,335
KOHLS CORP$9,135$11,899
NEXSTAR MEDIA$10,435$11,371
OLD REPUBLIC INTERNATIONAL CORP$10,552$10,634
QNITY ELECTRONICS INC$0$32,415
QUEST DIAGNOSTICS$4,992$5,032
LAM RESEARCH CORP$8,077$14,208

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTIONS FROM FMV ON DATE OF GIFT TO DONOR'S TAX BASISDesc
Amt$51,835Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$15,681$15,681$0
MISCELLANEOUS$17$17$0
VOIDED CHECK-$904-$904$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXCategoryTxt
Amt$204Amt
Net Investment Income$204NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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