BEAR FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BEAR FAMILY FOUNDATION INC (EIN 75-3064392)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349101378
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:50:02-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581673613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT THRASHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY 700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 | 753064392 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEAR FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAR | BusinessNameControlTxt |
| Phone | 8504329368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 ENTERPRISE DRIVE | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325051858 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEWIS BEAR JR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8504329368 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN BOWERS | PreparerPersonNm |
| PTIN | P01899997 | PTIN |
| Phone | 7703962200 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| 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 | $7,286,147 | 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 | $2,392,039 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $163,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,247 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $545,407 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $197,721 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,753,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $361,093 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,870 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,435 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,435 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,048 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,047 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,182 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $152 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $152 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,682,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,682,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,717,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,685,784 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,035,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $333,405 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,969 | CashBOYAmt |
| Cash EOY | $65,795 | CashEOYAmt |
| Cash EOYFMV | $65,795 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,081,767 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,578,575 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,220,352 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,109,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,644,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,286,147 | 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 | $4,109,736 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,644,370 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,109,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,644,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,109,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,644,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,109,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,035,193 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,091 | OtherIncreasesAmt |
| Subtotal | $5,148,020 | SubtotalAmt |
| Other Decreases | $503,650 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,644,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RAYMOND JAMES [0653] | P | $112,168 | $115,210 | -$3,042 | -$3,042 |
| RAYMOND JAMES [0653] | P | $243,151 | $208,326 | $34,825 | $34,825 |
| RAYMOND JAMES [6265] | P | $190,088 | $24,150 | $165,938 | $165,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $197,721 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,634 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,634 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | 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 | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,034 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEARFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID BEAR | IndividualWithBooksNm |
| Phone | 8504329368 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 ENTERPRISE DRIVE | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325051858 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| CINDI F BEAR | ||||||||
| 885 TANGLEWOOD DRIVE | PENSACOLA | FL | 32503 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BELLE Y BEAR | ||||||||
| 72 HIGHPOINT DRIVE | GULF BREEZE | FL | 32561 | VICE CHAIRMAN | 0.00 | $0 | $0 | $0 |
| LEWIS BEAR III | ||||||||
| 2539 BAYOU BOULEVARD | PENSACOLA | FL | 32503 | TREASURER | 0.00 | $0 | $0 | $0 |
| JENNIFER M BEAR | ||||||||
| 2539 BAYOU BOULEVARD | PENSACOLA | FL | 32503 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| DAVID M BEAR | ||||||||
| 885 TANGLEWOOD DRIVE | PENSACOLA | FL | 32503 | ASSISTANT SECRETARY/TREASU | 0.00 | $0 | $0 | $0 |
| JOSEPH C BONNER | ||||||||
| 745 TANGLEWOOD DRIVE | PENSACOLA | FL | 32503 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CINDI B BONNER | ||||||||
| 745 TANGLEWOOD DRIVE | PENSACOLA | FL | 32503 | SECRETARY | 0.00 | $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 | $6,194,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,225,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,225,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,386 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,132,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $306,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $306,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,634 | TotalTaxAmt |
| Distributable Before Adj | $301,984 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $301,984 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $301,984 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,685,784 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,685,784 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $301,984 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,077 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $943,783 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,183,700 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $942,821 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,385,814 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,512,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,685,784 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $301,984 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,383,800 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,895,995 | 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 | $56,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,839,918 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $943,783 | ExcessFromYear4Amt |
| Excess From Year3 | $1,183,700 | ExcessFromYear3Amt |
| Excess From Year2 | $942,821 | ExcessFromYear2Amt |
| Excess From Year1 | $1,385,814 | ExcessFromYear1Amt |
| Excess From Current Year | $1,383,800 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BELLE Y BEAR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMIKIDS PENSACOLA INC | ||||||||
| 3685 MULDOON ROAD | PENSACOLA | FL | 32526 | NONE | PC | CHARITABLE | $5,000 | |
| BALLET PENSACOLA INC | ||||||||
| 400 S JEFFERSON STREET | PENSACOLA | FL | 32502 | NONE | PC | CHARITABLE | $2,500 | |
| BAPTIST HEALTHCARE FOUNDATION | ||||||||
| PO BOX 17500 | PENSACOLA | FL | 32522 | NONE | PC | CHARITABLE | $900,000 | |
| BIG BROTHERS BIG SISTERS OF NW FLORIDA | ||||||||
| 1320 CREIGHTON ROAD | PENSACOLA | FL | 32504 | NONE | PC | CHARITABLE | $15,000 | |
| B'NAI ISRAEL SYNAGOGUE PENSACOLA | ||||||||
| 1829 N 9TH AVENUE | PENSACOLA | FL | 32503 | NONE | PC | CHARITABLE | $5,000 | |
| CENTER FOR INDEPENDENT LIVING OF NORTHWEST FLORIDA INC | ||||||||
| 21 S TARRAGONA ST 101 | PENSACOLA | FL | 32502 | NONE | PC | CHARITABLE | $2,500 | |
| CONGREGATION MISHKAN ISRAEL OF SELMA AL | ||||||||
| PO BOX 510 | SELMA | AL | 36702 | NONE | PC | CHARITABLE | $20,000 | |
| COUNCIL ON AGING OF WEST FLORIDA INC | ||||||||
| 875 ROYCE ST | PENSACOLA | FL | 32503 | NONE | PC | CHARITABLE | $10,000 | |
| CREATIVE LEARNING ACADEMY | ||||||||
| 3151 HYDE PARK ROAD | PENSACOLA | FL | 32503 | NONE | PC | CHARITABLE | $5,000 | |
| CULTURAL ARTS ALLIANCE OF WALTON COUNTY | ||||||||
| 105 HOG TOWN BAYOU LN | SANTA ROSA BEACH | FL | 32459 | NONE | PC | CHARITABLE | $2,500 | |
| ELLA L JORDAN MUSEUM INC | ||||||||
| 423 N C STREET | PENSACOLA | FL | 32501 | NONE | PC | CHARITABLE | $5,000 | |
| ESCAMBIA COUNTY SHERIFF FOUNDATION | ||||||||
| 3100 GULF BEACH HIGHWAY | PENSACOLA | FL | 32507 | NONE | PC | CHARITABLE | $10,000 | |
| FAMILY SERVICE AGENCY OF BAY COUNTY INC | ||||||||
| 114 E 9TH ST | PANAMA CITY | FL | 32401 | NONE | PC | CHARITABLE | $2,500 | |
| GREATER PENSACOLA SYMPHONY ORCHESTRA INC | ||||||||
| PO BOX 1752 | PENSACOLA | FL | 32591 | NONE | PC | CHARITABLE | $2,500 | |
| GULF COAST KID'S HOUSE INC | ||||||||
| 3401 N 12TH AVENUE | PENSACOLA | FL | 32503 | NONE | PC | CHARITABLE | $10,000 | |
| HEALTH AND HOPE CLINIC INC | ||||||||
| 1718 EAST OLIVE RD | PENSACOLA | FL | 32514 | NONE | PC | CHARITABLE | $10,000 | |
| INSTITUTE FOR HUMAN & MACHINE COGNITION | ||||||||
| 40 S ALCANIZ STREET | PENSACOLA | FL | 32502 | NONE | PC | CHARITABLE | $10,000 | |
| INSTITUTE OF SOUTHERN JEWISH LIFE INC | ||||||||
| PO BOX 16528 | JACKSON | MS | 39236 | NONE | PC | CHARITABLE | $2,500 | |
| LEGACY K9 SEARCH TEAM | ||||||||
| 5901 RUNNING IRON DRIVE | MILTON | FL | 32570 | NONE | PC | CHARITABLE | $2,500 | |
| LIFE HORSE AT GRAND REVIEW FARM | ||||||||
| 3050 LEWIS RD | MILTON | FL | 32570 | NONE | PC | CHARITABLE | $1,500 | |
| MANNA FOOD BANK INC | ||||||||
| 3030 N E ST | PENSACOLA | FL | 32501 | NONE | PC | CHARITABLE | $5,000 | |
| MOTHER CLELIA MORNING STAR HIGH SCHOOL | ||||||||
| 70 HUNTER AVENUE | PENSACOLA | FL | 32505 | NONE | PC | CHARITABLE | $5,000 | |
| NAVARRE BEACH SEA TURTLE CONSERVATION CENTER | ||||||||
| 8668 NAVARRE PARKWAY 286 | NAVARRE | FL | 32566 | NONE | PC | CHARITABLE | $5,200 | |
| PACE CENTER FOR GIRLS INC | ||||||||
| 1028 UNDERWOOD AVENUE | PENSACOLA | FL | 32504 | NONE | PC | CHARITABLE | $10,000 | |
| PENSACOLA CATHOLIC HIGH SCHOOL | ||||||||
| 3043 WEST SCOTT ST | PENSACOLA | FL | 32505 | NONE | PC | CHARITABLE | $5,000 | |
| PENSACOLA CHILDREN'S CHORUS | ||||||||
| 46 EAST CHASE STREET | PENSACOLA | FL | 32502 | NONE | PC | CHARITABLE | $2,000 | |
| PENSACOLA COMMUNITY ACTION NETWORK | ||||||||
| 801 E LA RUA ST | PENSACOLA | FL | 32501 | NONE | PC | CHARITABLE | $2,700 | |
| PENSACOLA HABITAT FOR HUMANITY | ||||||||
| 300 WEST LEONARD STREET | PENSACOLA | FL | 32501 | NONE | PC | CHARITABLE | $8,650 | |
| PENSACOLA MESS HALL | ||||||||
| 418 E WRIGHT STREET | PENSACOLA | FL | 32502 | NONE | PC | CHARITABLE | $2,500 | |
| PENSACOLA OPERA INC | ||||||||
| 75 S TARRAGONA STREET | PENSACOLA | FL | 32502 | NONE | PC | CHARITABLE | $2,500 | |
| PENSACOLA SYMPHONY ORCHESTRA GUILD | ||||||||
| PO BOX 1812 | PENSACOLA | FL | 32591 | NONE | PC | CHARITABLE | $3,000 | |
| PENSACOLA'S PROMISE INC - CHAIN REACTION | ||||||||
| 1000 COLLEGE BLVD BUILDING 98 | PENSACOLA | FL | 32504 | NONE | PC | CHARITABLE | $5,000 | |
| PYC SATORI FOUNDATION | ||||||||
| 1897 CYPRESS STREET | PENSACOLA | FL | 32502 | NONE | PC | CHARITABLE | $5,000 | |
| RALLY FOUNDATION FOR CHILDHOOD CANCER RESEARCH | ||||||||
| 5775 GLENRIDGE DRIVE BLDG B STE 370 | ATLANTA | GA | 30328 | NONE | PC | CHARITABLE | $25,000 | |
| READYKIDS | ||||||||
| PO BOX 71 | PENSACOLA | FL | 32591 | NONE | PC | CHARITABLE | $2,500 | |
| RE-ENTRY ALLIANCE PENSACOLA INC | ||||||||
| 1000 W BLOUNT ST | PENSACOLA | FL | 32501 | NONE | PC | CHARITABLE | $2,500 | |
| RONALD MCDONALD HOUSE OF NWFL | ||||||||
| 5200 BAYOU BLVD | PENSACOLA | FL | 32503 | NONE | PC | CHARITABLE | $16,000 | |
| SACRED HEART FOUNDATION INC | ||||||||
| PO BOX 2700 | PENSACOLA | FL | 32513 | NONE | PC | CHARITABLE | $15,000 | |
| ST ANDREW BAY CENTER INC | ||||||||
| 1804 CAROLINA AVE | LYNN HAVEN | FL | 32444 | NONE | PC | CHARITABLE | $5,000 | |
| THE GLOBAL CORNER INC | ||||||||
| 321 N DE VILLIERS ST 220 | PENSACOLA | FL | 32501 | NONE | PC | CHARITABLE | $1,500 | |
| THE SEASIDE SCHOOL INC | ||||||||
| 10 SMOLIAN CIR | SANTA ROSA BEACH | FL | 32459 | NONE | PC | CHARITABLE | $1,500 | |
| UNCF | ||||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $1,500 | |
| UWF FOUNDATION INC | ||||||||
| 11000 UNIVERSITY PARKWAY BUILDING | PENSACOLA | FL | 32514 | NONE | PC | CHARITABLE | $500,000 | 12 |
| VALERIE'S HOUSE INC | ||||||||
| 904 EAST GADSDEN STREET | PENSACOLA | FL | 32501 | NONE | PC | CHARITABLE | $10,000 | |
| WATERFRONT RESCUE MISSION INC | ||||||||
| PO BOX 870 | PENSACOLA | FL | 32591 | NONE | PC | CHARITABLE | $5,100 | |
| WILDLIFE SANCTUARY OF NW FLORIDA | ||||||||
| 105 NORTH S ST | PENSACOLA | FL | 32505 | NONE | PC | CHARITABLE | $6,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF NWFL | ||||||||
| PO BOX 13170 | PENSACOLA | FL | 32591 | NONE | PC | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,682,150 | 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 | $125 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,247 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $197,721 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $361,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $361,093 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE LEWIS BEAR COMPANY | |||||||
| 1 | 6120 ENTERPRISE DRIVE | PENSACOLA | FL | 32505 | $1,400,000 | Yes (X) | |
| BELLE Y BEAR | |||||||
| 2 | 72 HIGHPOINT DRIVE | GULF BREEZE | FL | 32561 | $992,039 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 2480 SHS OF ISHARES TR MSCI EAFE ETF | $228,978 | 2025-11-21 |
| 2 | 839 SHS OF ISHARES TR RUS 1000 GRW ETF | $383,234 | 2025-11-21 |
| 2 | 333 SHS OF ISHARES TR RUS 2000 VAL ETF | $57,328 | 2025-11-21 |
| 2 | 193 SHS OF ISHARES TR RUS 2000 GRW ETF | $58,943 | 2025-11-21 |
| 2 | 1,408 SHS OF VANGUARD FTSE EMERGING MARKETS ETF | $74,490 | 2025-11-21 |
| 2 | 1,023 SHS OF VANGUARD VALUE ETF | $189,066 | 2025-11-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,095 | Amt |
| Net Investment Income | $2,048 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,047 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES | StockNm |
| EOY Book Value | $4,578,575 | EOYBookValueAmt |
| EOYFMV | $7,220,352 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,870 | LegalFeesAmt |
| Net Investment Income | $1,435 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,435 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED STOCK FMV/TAX BASIS DIFFERENCE | Desc |
| Amt | $503,650 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $21,023 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,023 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $3,091 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BELLE Y BEAR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72 HIGHPOINT DRIVE | AddressLine1Txt |
| City | GULF BREEZE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32561 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,182 | $3,182 | $0 |
| EXCISE TAXES | $4,467 | $0 | $0 |
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