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FOUNDATION 33 11: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION 33 11 (EIN 31-1796184)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202621319349104367
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T16:59:00-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383133790PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDREWS HOOPER PAVLIK PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14295 OKEMOS RD STE 200AddressLine1Txt
CityOKEMOSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP488646201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311796184EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION 3311 INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone7725388353PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 COQUILLE WAYAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCIA ROSS BLACKBURNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7725388353PhoneNum
Signature2026-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARRIE L HINDMONPreparerPersonNm
PTINP00231080PTIN
Phone5177060800PhoneNum
Preparation2026-05-11PreparationDt
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$29,903,462FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,739ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$574,757DividendsRevAndExpnssAmt
Dividends Net Invst Incm$574,757DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,048,770NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,900,851GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,048,770CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$477OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$477OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,633,743TotalRevAndExpnssAmt
Total Net Invst Incm$1,624,004TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$956AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,869AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$81,445OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$61,084OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$20,361OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$43,594TaxesRevAndExpnssAmt
Taxes Net Invst Incm$43,594TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,733OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,733OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$134,597TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$111,367TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,230TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,174,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,174,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,309,347TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$111,367TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,197,980TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$324,396ExcessRevenueOverExpensesAmt
Net Investment Income$1,512,637NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,311,946CashBOYAmt
Cash EOY$644,124CashEOYAmt
Cash EOYFMV$644,124CashEOYFMVAmt
Corporate Stock BOY$16,090,964CorporateStockBOYAmt
Corporate Stock EOY$17,083,182CorporateStockEOYAmt
Corporate Stock EOYFMV$29,259,338CorporateStockEOYFMVAmt
Total Assets BOY$17,402,910TotalAssetsBOYAmt
Total Assets EOY$17,727,306TotalAssetsEOYAmt
Total Assets EOYFMV$29,903,462TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$17,402,910RetainedEarningBOYAmt
Retained Earning EOY$17,727,306RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,402,910TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,727,306TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,402,910TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,727,306TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,402,910TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$324,396ExcessRevenueOverExpensesAmt
Subtotal$17,727,306SubtotalAmt
Tot Net Ast Or Fund Balances EOY$17,727,306TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
HUNTINGTON ST COVEREDP$543,786$617,377-$73,591-$73,591
BAIRD ST COVEREDP$291,632$286,363$5,269$5,269
HUNTINGTON LT COVEREDP$2,044,252$1,357,860$686,392$686,392
BAIRD LT COVEREDP$969,882$590,481$379,401$379,401
ISHS SILVER TR ETFP$1,042$1,042$1,042
WRLD SPDR GOLD MINI ETFP$537$537$537
FieldValueIRS element (for citing)
Capital Gain Net Income$1,048,770CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$66,743NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,026InvestmentIncomeExciseTaxAmt
Subtotal$21,026SubtotalAmt
Tax Based On Investment Income$21,026TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$20,000TotalPaymentsAndCreditsAmt
Tax Due$1,026TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFOUNDATION 3311IndividualWithBooksNm
Phone7722343494PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12145 14TH AVE SUITE 16AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32960ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARCIA ROSS BLACKBURN
161 COQUILLE WAYVERO BEACHFL32963PRESIDENT3.00$0$0$0
WILLIAM W BLACKBURN
161 COQUILLE WAYVERO BEACHFL32963TREASURER1.00$0$0$0
KATHERINE BLACKBURN REAY
260 E ONWENTSIA ROADLAKE FORESTIL60045SECRETARY1.00$0$0$0
WILLIAM ROSS BLACKBURN
932 W MAIN STREETFRANKLINTN37064DIRECTOR1.00$0$0$0
ELIZABETH BLACKBURN LANE
63 ACOAXET ROADWESTPORTMA02790DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,643,725AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,178,258AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,821,983TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$27,821,983AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$417,330CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,404,653NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,370,233MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,370,233MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,026TaxBasedOnInvestmentIncomeAmt
Total Tax$21,026TotalTaxAmt
Distributable Before Adj$1,349,207DistributableBeforeAdjAmt
Distributable Before Ded$1,349,207DistributableBeforeDedAmt
Distributable As Adjusted$1,349,207DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,197,980ExpensesAndContributionsAmt
Qualifying Distributions$1,197,980QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,349,207DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$237,461ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,858ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$259,319TotalExcessDistributionCyovAmt
Qualifying Distributions$1,197,980QualifyingDistributionsAmt
Applied To Current Year$1,197,980AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$151,227ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$151,227ExcessDistributionCyovAppCYAmt
Total Corpus$108,092TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$108,092ExcessDistriCyovToNextYrAmt
Excess From Year3$86,234ExcessFromYear3Amt
Excess From Year2$21,858ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHRIST CHURCH OF VERO BEACH
667 20TH STREETVERO BEACHFL32960PCCHAPEL BUILDING FUND$300,000
CHRIST CHURCH OF VERO BEACH
667 20TH STREETVERO BEACHFL32960PCROOF REPAIR$100,000
ANGLICAN CHURCH OF NORTH AMERICA
800 MAPLEWOOD AVEAMBRIDGEPA150030447PCOPERATING EXPENSES$175,000
BRAZOS FELLOWS
1008 JEFFERSON AVENUEWACOTX76701PCOPERATING EXPENSES$25,000
ANGLICAN FRONTIER MISSIONS
PO BOX 18038RICHMONDVA23225PCGREAT COMMISSION FUND$5,000
BUGGY BUNCH
1450 21ST STREETVERO BEACHFL32960PCOPERATING EXPENSES$5,000
CARENET OF IRC
1355 37TH STREETVERO BEACHFL32960PCOPERATING EXPENSES$10,000SUITE 301
CHESTERTON ACADEMY OF VERO BEACH
2555 58TH AVENUEVERO BEACHFL32966PCBUILDING CAMPAIGN$25,000
CLEVELAND CLINIC INDIAN RIVER HOSP
9500 EUCLID AVENUECLEVELANDOH44195PCSTRATEGIC PRIORITIES FUND$25,000
COALITION FOR CHRISTIAN OUTREACH
5912 PENN AVENUEPITTSBURGHPA15206PCCOLLEGE MINISTRY$5,000
DISCOVERY INSTITUTE
208 COLUMBIA STREETSEATTLEWA98104PCCENTER FOR SCIENCE & CULTURE$15,000
EVERY CHILD MINISTRIES
PO BOX 810HEBRONIN46341PCTHE WAY HOME MINISTRY$12,000
FUND FOR AMERICAN STUDIES
1706 NEW HAMPSHIRE AVE NWWASHINGTONDC20009PCSUMMER PROGRAMS$10,000
GIFFORD YOUTH ACHIEVEMENT CENTER
4875 43RD AVENUEVERO BEACHFL32967PCGENERAL FUND$5,000
GLOBAL MOBILIZATION MINISTRY
9435 LORTON MARKET STREETLORTONVA22079PCKENYA MINISTRY$15,000
HARBOR HALL FOUNDATION
PO BOX 376HARBOR SPRINGSMI49740PCBUILDING CAMPAIGN$10,000
HARBOR LIGHT CHRISTIAN SCHOOL
8333 CLAYTON ROADHARBOR SPRINGSMI49740PCSOLID ROCK CENTER$15,000
HARBOR SPRINGS AREA HISTORICAL SOC
349 EAST MAIN STREETHARBOR SPRINGSMI49740PCOPERATING EXPENSES$2,500
INTERCOLLEGIATE STUDIES INSTITUTE
3901 CENTERVILLE ROADWILMINGTONDE19807PCAMERICA 500 CAMPAIGN$12,000
MACKINAC CENTER FOR PUBLIC POLICY
140 WEST MAIN STREETMIDLANDMI48640PCRESEARCH GRANT$15,000
MCLAREN NORTHERN MI FOUNDATION
360 CONNABLE AVENUEPETOSKEYMI49770PCRESIDENCY PROGRAM$28,000
MOSES BROWN SCHOOL FOUNDATION
250 LLOYDS AVENUEPROVIDENCERI02906PCPARENTS FUND$5,000
ROCK THE WORLD
PO BOX 43AMBRIDGEPA15003PCMISSION PROGRAMS$20,000
NEW COLLEGE FRANKLIN
136 THIRD AVENUE SOUTHFRANKLINTN37064PCSCHOLARSHIPS$20,000
QUAIL VALLEY CHARITIES
2345 HIGHWAY A1AVERO BEACHFL32963PCCHILDREN'S CHARITIES$5,000
THE SOURCE
PO BOX 2458VERO BEACHFL32961PCHOMELESS PROGRAMS$25,000
TRINITY ANGLICAN SEMINARY
311 ELEVENTH STREETAMBRIDGEPA15003PCANNUAL FUND$175,000
VERO CLASSICAL SCHOOL
51 OLD DIXIE HIGHWAYVERO BEACHFL32962PCBUILDING CAMPAIGN$100,000
VNA & HOSPICE FOUNDATION
920 37TH PLACE 101VERO BEACHFL32960PCUNRESTRICTED FUND$10,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,174,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$574,757ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$477ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,048,770ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,624,004ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,624,004TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
MARCIA BLACKBURN
1161 COQUILLE WAYINDIAN RIVER SHORESFL32963$31Yes (X)
ELIZABETH M ROSS ESTATE
2PO BOX 6007VERO BEACHFL32961$9,708Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2,225 ABBV SHARESNoncashPropertyDesc
Fair Market Value$499,246FairMarketValueAmt
Received2025-12-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,825Amt
Net Investment Income$956NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,869DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HUNTINGTON INVESTMENTS$9,725,882$18,666,734
HUNTINGTON PENDING TRANSACTIONS
BAIRD INVESTMENTS$7,357,300$10,592,604
BAIRD PENDING TRANSACTIONS

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISCELLANEOUS EXPENSE$5,485$5,485
BANK FEES$248$248

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$477RevenueAndExpensesPerBooksAmt
Net Investment Income$477NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$81,445Amt
Net Investment Income$61,084NetInvestmentIncomeAmt
Disbursements Charitable Prps$20,361DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$9,255$9,255
FEDERAL TAXES$34,339$34,339

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