FELTEL FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FELTEL FAMILY FOUNDATION INC (EIN 59-3757056)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349103013
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:03:32-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203903040 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEINZ JOLLES & BERRY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10375 CENTURION PKWY N 115 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | 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 | 593757056 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELTEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FELT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9274 RIVER SHORES LANE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32257 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY FELTEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE M JOLLES | PreparerPersonNm |
| PTIN | P00293744 | PTIN |
| Phone | 9046522230 | 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 | $1,286,437 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,225 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,351 | 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 | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,776 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $282 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $194 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,108 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,304 | CashBOYAmt |
| Cash EOY | $13,312 | CashEOYAmt |
| Cash EOYFMV | $13,312 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,130,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,273,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,273,125 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,141,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,286,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,286,437 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,141,457 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,286,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,141,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,141,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,286,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,141,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $140,549 | OtherIncreasesAmt |
| Subtotal | $1,286,437 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BLACKROCK LARGE CAP FOCUS VAL FD | 2018-11-28 | 2025-12-29 | $60,000 | $71,844 | -$11,844 | -$11,844 | |
| CAPITAL GAINS DIVIDENDS | $50,970 | $50,970 | $50,970 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,126 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $988 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $988 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $1,038 | TaxDueAmt |
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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY FELTEL | IndividualWithBooksNm |
| Phone | 9047390303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9274 RIVER SHORES LANE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32257 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARY FELTEL | ||||||||
| 9274 RIVER SHORES LANE | JACKSONVILLE | FL | 32257 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBORAH WILLIAMS | ||||||||
| 808 POINT LA VISTA RD W | JACKSONVILLE | FL | 32207 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIMBERLY CARLSON | ||||||||
| 227 23RD ST | DELMAR | CA | 92014 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER VOSS | ||||||||
| 405 GLENMONT DR | SOLONO BEACH | CA | 92075 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GILBERT FELTEL JR | ||||||||
| 2848 SYLVAN LANE S | JACKSONVILLE | FL | 32257 | 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 | $1,224,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,242,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,242,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,223,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $988 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $988 | TotalTaxAmt |
| Distributable Before Adj | $60,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,190 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,217 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,387 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,415 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,803 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,375 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,197 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,190 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,010 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,207 | 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 | $1,217 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,990 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,387 | ExcessFromYear4Amt |
| Excess From Year3 | $4,415 | ExcessFromYear3Amt |
| Excess From Year2 | $7,803 | ExcessFromYear2Amt |
| Excess From Year1 | $4,375 | ExcessFromYear1Amt |
| Excess From Current Year | $4,010 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 200 CLUB | |||||||
| PO BOX 14798 | JACKSONVILLE | FL | 32238 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $200 |
| AIR FORCE ENLISTED VILLAGE | |||||||
| 92 SUNSET LANE | SHALIMAR | FL | 32579 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS | $500 |
| ALETHEIA CHURCH | |||||||
| 85 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 |
| ALZHEIMERS ASSOCIATION CENTRAL AND NORTH FLORIDA CHAPTER | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| BOB JONES UNIVERSITY | |||||||
| 1700 WADE HAMPTON BLVD | GREENVILLE | SC | 29614 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| CASA DE AMPARO | |||||||
| 325 BUENA CREEK RD | SAN MARCOS | CA | 92069 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 6500 WILSHIRE BLVD STE 1600 | LOS ANGELES | CA | 90048 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,500 |
| CELIAC DISEASE FOUNDATION | |||||||
| 5850 CANOGA AVE 4TH FLOOR | WOODLAND HILLS | CA | 91367 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,500 |
| CHRIST UNITED METHODIST | |||||||
| 400 PENMAN RD | NEPTUNE BEACH | FL | 32266 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $2,000 |
| CHRISTIAN APPALACHIAN PROJECT | |||||||
| PO BOX 55911 | LEXINGTON | KY | 40555 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $3,000 |
| CHRISTIAN UNION | |||||||
| 19 VANDEVENTER AVE | PRINCETON | NJ | 08542 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 |
| CHURCH OF ELEVEN22 | |||||||
| 4459 US HIGHWAY 17 | FLEMING ISLAND | FL | 32003 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| CITY RESCUE MISSION | |||||||
| PO BOX 40989 | JACKSONVILLE | FL | 32203 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| DANIEL FOUNDATION INC | |||||||
| 4203 SOUTHPOINT BLVD | JACKSONVILLE | FL | 32216 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $4,000 |
| DCRCC | |||||||
| 5321 FIRST PLACE NE | WASHINGTON | DC | 20011 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| DREAMS COME TRUE | |||||||
| 6803 SOUTHPOINT PKWY | JACKSONVILLE | FL | 32216 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| HUBBARD HOUSE INC | |||||||
| PO BOX 4909 | JACKSONVILLE | FL | 32201 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $5,000 |
| JACK'S FUND | |||||||
| PO BOX 436 | GLEN ELLYN | IL | 60138 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $2,000 |
| LUSTGARTEN FOUNDATION PANCREATIC CANCER RESEARCH | |||||||
| 504 RXR PLAZA | UNIONDALE | NY | 11556 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| THE LYMPHOMA RESEARCH FOUNDATION | |||||||
| 88 PINE ST SUITE 2400 | NEW YORK | NY | 10005 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $2,000 |
| MANDARIN PRESBYTERIAN CHURCH | |||||||
| 11844 MANDARIN ROAD | JACKSONVILLE | FL | 32223 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $2,000 |
| MAYO RESEARCH | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $4,000 |
| NATIONAL ALLIANCE ON MENTAL HEALTH | |||||||
| 5095 MURPHY CANYON RD SUITE 320 | SAN DIEGO | CA | 92123 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| PHI SLAM | |||||||
| PO BOX 52301 | ATLANTA | GA | 30355 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| THE SALVATION ARMY DISASTER RELIEF | |||||||
| PO BOX 1959 | ATLANTA | GA | 30301 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| THE SALVATION ARMY JAX | |||||||
| PO BOX 43056 | JACKSONVILLE | FL | 32201 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $4,000 |
| THE SALVATION ARMY SAN DIEGO | |||||||
| 6605 UNIVERSITY AVE | SAN DIEGO | CA | 92115 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| THE SALVATION ARMY SD DOOR OF HOPE | |||||||
| 2799 HEALTH CENTER DR | SAN DIEGO | CA | 92123 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| SAN DIEGO RESCUE MISSION | |||||||
| PO BOX 80427 | SAN DIEGO | CA | 92138 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 |
| SBPC FOSTER YOUTH MINISTRY | |||||||
| 120 STEVENS AVE | SOLANA BEACH | CA | 92075 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| SHERIFFS YOUTH RANCHES | |||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 |
| SICKLE CELL DISEASE ASSOCIATION OF AMERICA | |||||||
| 7240 PARKWAY DRIVE | HANOVER | MD | 21076 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| SONANA BEACH PRESBYTERIAN CHURCH | |||||||
| 120 STEVENS AVE | SOLANA BEACH | CA | 92075 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $4,000 |
| UK COLLEGE OF ENGINEERING | |||||||
| 251 RALPH G ANDERSON BUILDING | LEXINGTON | KY | 40506 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS | $4,000 |
| UK BASIC NEEDS AND PERSISTENCE FUND | |||||||
| 103 FRAZEE HALL | LEXINGTON | KY | 40506 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS | $1,000 |
| WOLFSON'S CHILDREN'S HOSPITAL | |||||||
| 800 PRUDENTIAL DR | JACKSONVILLE | FL | 32207 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS | $1,000 |
| XAVIER UNIVWILLIAMS COLLEGE OF BUSINESS ANNUAL FUND | |||||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS | $3,000 |
| WHEATON COLLEGE ADVANCEMENT | |||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,200 | 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 | $33,225 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,351 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,351 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL | $402,058 | $402,058 |
| VANGUARD | $756,397 | $756,397 |
| REGIONS | $114,670 | $114,670 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | $86 | $86 | $0 | $0 |
| POSTAGE | $31 | $0 | $0 | $0 |
| OFFICES SUPPLIES | $15 | $0 | $0 | $0 |
| ANNUAL REGISTRATION FEE | $62 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $140,549 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID ON INVESTMENT | $282 | $282 | $0 | $0 |
| EXCISE TAX PAID | $1,494 | $0 | $0 | $0 |
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