HBC FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HBC FOUNDATION INC (EIN 27-1146835)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-27
- IRS object ID
- 202630869349100608
- Schema version
- 2025v4.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-27T07:38:17-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 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 | $304,544 | 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 | $31,215 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,983 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,983 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,393 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,393 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,158 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,866 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,584 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,523 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,061 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,590 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,403 | CashBOYAmt |
| Cash EOY | $161,563 | CashEOYAmt |
| Cash EOYFMV | $161,563 | CashEOYFMVAmt |
| Corporate Stock BOY | $92,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,225 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $75,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $903 | OtherAssetsBOYAmt |
| Other Assets EOY | $756 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $756 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $242,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $258,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $304,544 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | 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 | $239,023 | RetainedEarningBOYAmt |
| Retained Earning EOY | $257,448 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $239,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $257,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $242,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $258,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $239,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $257,448 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $257,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | P | 2025-01-01 | 2025-12-31 | $7,182 | $8,125 | -$943 | -$943 |
| UBS FINANCIAL SERVICES | P | 2025-01-01 | 2025-12-31 | $30,967 | $24,631 | $6,336 | $6,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,393 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $903 | 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 | $903 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $756 | OverpaymentAmt |
| Applied To ES Tax | $756 | 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 | 0 | 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 | $10,000 | $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 | $141,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,069 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $297,728 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $297,728 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $293,262 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147 | TotalTaxAmt |
| Distributable Before Adj | $14,516 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,516 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,516 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,311 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,311 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,504 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,503 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,740 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,781 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,472 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,311 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,516 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,795 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $129,267 | 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 | $12,504 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,503 | ExcessFromYear4Amt |
| Excess From Year3 | $20,944 | ExcessFromYear3Amt |
| Excess From Year2 | $29,740 | ExcessFromYear2Amt |
| Excess From Year1 | $22,781 | ExcessFromYear1Amt |
| Excess From Current Year | $8,795 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RONALD MCDONALD HOUSE | |||||||
| 2121 SW 16TH STREET | GAINESVILLE | FL | 32608 | NONE | PC | CHARITABLE | $2,500 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | PC | CHARITABLE | $2,000 |
| PEACEFUL PATHS | |||||||
| 2100 NW 53RD AVENUE SUITE A | GAINESVILLE | FL | 32653 | NONE | PC | CHARITABLE | $1,500 |
| PACE CENTER FOR GIRLS | |||||||
| 6745 PHILIPS INDUSTRIAL BLVD | JACKSONVILLE | FL | 32256 | NONE | PC | CHARITABLE | $1,000 |
| WRITERS ALLIANCE OF GAINESVILLE | |||||||
| PO BOX 358396 | GAINESVILLE | FL | 32635 | NONE | PC | CHARITABLE | $1,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE | $1,000 |
| BREAD OF THE MIGHTY FOOD | |||||||
| 325 NW 10TH AVENUE | GAINESVILLE | FL | 32601 | NONE | PC | CHARITABLE | $1,000 |
| THE UNDERDOG K9 FOR VETS PROJECT ORGANIZATION INC | |||||||
| 10907 SW 24TH AVE | GAINESVILLE | FL | 32607 | NONE | PC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,500 | 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 | $2,983 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,567 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,943 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,943 | 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 (2 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 | $17,650 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET, INC. | $5,352 | $10,642 |
| AMAZON.COM, INC. | $7,044 | $9,464 |
| AMPHENOL CORP NEW CL | $2,221 | $2,162 |
| APPLE, INC. | $7,698 | $11,690 |
| ARISTA NETWORKS, INC | $1,708 | $2,228 |
| BOSTON SCIENTIFIC, INC. | $1,245 | $2,384 |
| BROADCOM, INC. | $3,972 | $9,345 |
| INTERCONTINENTALEXCHANGE GROUP | $1,995 | $1,944 |
| INTUIT | $2,710 | $3,312 |
| INTUITIVE SURGICAL, INC. | $1,102 | $2,265 |
| LILLY ELI & CO | $3,453 | $6,448 |
| MASTERCARD, INC. | $2,419 | $3,425 |
| META PLATFORMS, INC. | $2,494 | $5,281 |
| MICROSOFT CORP. | $12,937 | $18,378 |
| NETFLIX | $3,525 | $2,813 |
| NVIDIA CORP | $12,734 | $20,142 |
| O REILY AUTOMOTIVE, INC. | $1,747 | $2,007 |
| ORACLE CORP | $2,674 | $3,119 |
| PALO ALTO NETWORKS, INC. | $1,531 | $2,210 |
| PARKER HANNIFIN CORP. | $1,330 | $2,637 |
| PROGRESSIVE CORP OHIO | $1,663 | $1,594 |
| S&P GLOBAL, INC. | $2,864 | $3,136 |
| SHERWIN WILLIAMS CO. | $1,862 | $1,944 |
| STRYKER CORP | $2,262 | $2,109 |
| TAIWAN SEMICONDUCTOR MFG CO | $2,024 | $2,431 |
| TJX COS., INC. | $1,740 | $3,226 |
| TRANSDIGM GROUP INC | $1,095 | $1,330 |
| VISA, INC. | $2,728 | $4,559 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX OVERPAYMENT | Desc |
| BOY Book Value | $903 | BOYBookValueAmt |
| EOY Book Value | $756 | EOYBookValueAmt |
| EOYFMV | $756 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $1,523 | $1,523 | $0 |
| ANNUAL REPORT | $61 | $0 | $61 |
| CONTRACTOR SERVICES | $2,000 | $0 | $2,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS VISA | Desc |
| BOY Book Value | $3,500 | BOYBookValueAmt |
| EOY Book Value | $1,000 | 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 | $146 | $0 | $0 |