GAYLE J & CHARLES C TALLARDY III FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GAYLE J & CHARLES C TALLARDY III FOUNDATION INC (EIN 87-3014376)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-21
- IRS object ID
- 202631119349100403
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T06:33:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510312742 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIRCUMFERENCE FS USA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET ST 4TH FL | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | 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 | 873014376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GAYLE J & CHARLES C TALLARDY III | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAYL | BusinessNameControlTxt |
| Phone | 8455624080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1052 SANCTUARY TERRACE | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE FORMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8455624080 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA GOICURIA | PreparerPersonNm |
| PTIN | P02271914 | PTIN |
| Phone | 3024274618 | 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 | $5,102,302 | 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 | $974,798 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $76,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,342 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,164,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,531 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,771 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,771 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,318 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,771 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,419 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,419 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $305,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,771 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $859,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,444 | CashBOYAmt |
| Cash EOY | $21,750 | CashEOYAmt |
| Cash EOYFMV | $21,750 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $724,502 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $178,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $178,822 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,033,864 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,137,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,901,730 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,774,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,338,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,102,302 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,774,810 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,338,382 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,774,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,338,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,774,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,338,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,774,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $859,321 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,634,131 | SubtotalAmt |
| Other Decreases | $295,749 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,338,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LONG-TERM CAPITAL GAINS DISTRIBUTION | 2024-01-01 | 2025-03-31 | $48,771 | $48,771 | $48,771 |
| SHORT-TERM CAPITAL GAINS DISTRIBUTION | 2025-01-01 | 2025-03-31 | $3,045 | $3,045 | $3,045 |
| LONG-TERM CAPITAL GAINS DISTRIBUTION | 2024-01-01 | 2025-12-22 | $61,526 | $61,526 | $61,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,342 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,045 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,396 | 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 | $3,396 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $967 | OverpaymentAmt |
| Applied To ES Tax | $967 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE FORMAN | IndividualWithBooksNm |
| Phone | 8455624080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2530 | AddressLine1Txt |
| City | NEWBURGH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12550 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GAYLE J TALLARDY | ||||||||
| 1052 SANCTUARY TERRACE | KEY LARGO | FL | 33037 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES C TALLARDY III | ||||||||
| 1052 SANCTUARY TERRACE | KEY LARGO | FL | 33037 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIE FORMAN | ||||||||
| PO BOX 2530 | NEWBURGH | NY | 12550 | DIRECTOR | 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 |
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 | $3,928,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,944,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,944,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,885,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,429 | TotalTaxAmt |
| Distributable Before Adj | $191,838 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $191,838 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $191,838 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,919 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $286,919 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,838 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $196,449 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $163,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,480 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $483,743 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $957,747 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $286,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $191,838 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,081 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,052,828 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,052,828 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $196,449 | ExcessFromYear4Amt |
| Excess From Year3 | $163,075 | ExcessFromYear3Amt |
| Excess From Year2 | $114,480 | ExcessFromYear2Amt |
| Excess From Year1 | $483,743 | ExcessFromYear1Amt |
| Excess From Current Year | $95,081 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GAYLE J TALLARDY | ContributingManagerNm |
| Contributing Manager | CHARLES C TALLARDY III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OCEAN REEF CHAPEL FOUNDATION | |||||||
| 32 OCEAN REEF DR | KEY LARGO | FL | 33037 | N/A | PC | SUPPORT CHARITABLE ENDEAVORS | $15,560 |
| UNITED STATES GOLF ASSOCIATION | |||||||
| 77 LIBERTY CORNER RD | LIBERTY CORNER | NJ | 07938 | N/A | PC | SUPPORT CHARITABLE ENDEAVORS | $1,000 |
| HEALTHNETWORK FOUNDATION | |||||||
| 3550 LANDER RD SUITE 225 | PEPPER PIKE | OH | 44124 | N/A | PC | SUPPORT CHARITABLE ENDEAVORS | $2,436 |
| LYNNWOOD FOUNDATION | |||||||
| 400 HERMITAGE ROAD | CHARLOTTE | NC | 28207 | N/A | PC | SUPPORT CHARITABLE ENDEAVORS | $2,500 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | SUPPORT CHARITABLE ENDEAVORS | $1,000 |
| TOUCH HEALTH INC | |||||||
| PO BOX 910 | NEW YORK | NY | 10272 | N/A | PC | SUPPORT CHARITABLE ENDEAVORS | $10,000 |
| THE CLEVELAND FOUNDATION | |||||||
| 6601 EUCLID AVE | CLEVELAND | OH | 44103 | N/A | PC | SUPPORT CHARITABLE ENDEAVORS | $95,020 |
| LEWY BODY DEMENTIA ASSOC INC | |||||||
| 912 KILLIAN HILL RD SW SUITE 205 | LILBURN | GA | 30047 | N/A | PC | SUPPORT CHARITABLE ENDEAVORS | $99,436 |
| OCEAN REEF COMMUNITY FOUNDATION | |||||||
| 35 OCEAN REEF DR | KEY LARGO | FL | 33037 | N/A | PC | SUPPORT CHARITABLE ENDEAVORS | $47,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,419 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $189,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,531 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GAYLE J CHARLES C TALLARDY III | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1052 SANCTUARY TERRACE | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $974,798 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,440 SHARES VANGUARD HEALTH CARE FUND CL ADML | NoncashPropertyDesc |
| Fair Market Value | $974,798 | FairMarketValueAmt |
| Received | 2025-10-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $3,137,810 | EOYBookValueAmt |
| EOYFMV | $4,901,730 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV DIFFERENTIAL ON DONATED STOCK | Desc |
| Amt | $295,749 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $14,771 | Amt |
| Net Investment Income | $14,771 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GAYLE J TALLARDY | |||
| 1052 SANCTUARY TERRACE | KEY LARGO | FL | 33037 |
| CHARLES C TALLARDY III | |||
| 1052 SANCTUARY TERRACE | KEY LARGO | FL | 33037 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL FORM 990-PF EXCISE TAX | $3,257 | $0 | $0 | $0 |
| STATUTORY TAX | $61 | $0 | $0 | $0 |