FLOWERS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FLOWERS FAMILY FOUNDATION (EIN 30-6036225)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202641269349100634
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T07:20:12-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570757755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOOLEY AND COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WEST MAIN STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29072 | 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 | 306036225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLOWERS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOW | BusinessNameControlTxt |
| Phone | 8039202746 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 ROSE LAKE ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE F DUNCAN | PersonNm |
| Person Title | TRUSTEE/CFO | PersonTitleTxt |
| Phone | 8039202746 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rodney K Dooley Jr CPAPFSCFF | PreparerPersonNm |
| PTIN | P01079014 | PTIN |
| Phone | 8033593800 | PhoneNum |
| Preparation | 2026-05-06 | 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 | $772,987 | 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 |
| Interest On Sav Rev And Expnss | $827 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,605 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $21,968 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $175,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,968 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $94 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $38,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,968 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $761 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,015 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,999 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,002 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,002 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,966 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,209 | CashBOYAmt |
| Cash EOY | $13,747 | CashEOYAmt |
| Cash EOYFMV | $13,747 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,708 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,708 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $372,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $361,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $566,822 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $196,578 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $180,728 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $166,481 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $7,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,229 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $471 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $612,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $580,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $772,987 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $819,869 | CapitalStockBOYAmt |
| Capital Stock EOY | $819,869 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | -$249,193 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$249,193 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $41,446 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,739 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $612,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $580,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $612,122 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $580,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $612,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,707 | ExcessRevenueOverExpensesAmt |
| Subtotal | $580,415 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $580,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BNY MELLON SHORT-TERM CAPITAL GAINS | P | 2025-06-01 | 2025-12-31 | $53,164 | $0 | $54,042 | -$878 | $0 | $0 | $0 | -$878 |
| BNY MELLON LONG-TERM CAPITAL GAINS | P | 2024-12-31 | 2025-12-31 | $115,741 | $0 | $99,361 | $16,380 | $0 | $0 | $0 | $16,380 |
| CAPITAL GAIN DIVIDENDS | P | 2024-12-31 | 2025-12-31 | $6,466 | $0 | $0 | $6,466 | $0 | $0 | $0 | $6,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,968 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$878 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $506 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $506 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$506 | OriginalReturnOverpaymentAmt |
| Overpayment | $312 | OverpaymentAmt |
| Applied To ES Tax | $312 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOANNE FLOWERS DUNCAN | IndividualWithBooksNm |
| Phone | 8039202746 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 ROSE LAKE ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 290727666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOANNE FLOWERS DUNCAN | ||||||||
| 151 ROSE LAKE ROAD | LEXINGTON | SC | 29072 | TRUSTEE/CFO | 2.00 | $0 | $0 | $0 |
| FRANCIS W FLOWERS | ||||||||
| 14893 HIGHWAY 27 | LAKE WALES | FL | 338592541 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL J FLOWERS | ||||||||
| 32 SILVER LAKE DRIVE | CLAYTON | NJ | 08312 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEVEN W FLOWERS | ||||||||
| 1101 HERITAGE HIGHWAY | MANSFIELD | TX | 76063 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CAROL FLOWERS CARMASINO | ||||||||
| 487 OLD OAK CIRLCE | PALM HARBOR | FL | 34683 | TRUSTEE | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $194 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,686 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,244 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,381 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,096 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,699 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $114,699 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,686 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $96,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,244 | ExcessFromYear4Amt |
| Excess From Year3 | $8,292 | ExcessFromYear3Amt |
| Excess From Year2 | $18,381 | ExcessFromYear2Amt |
| Excess From Year1 | $19,096 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AHS BASEBALL BOOSTER CLUB | ||||||
| 818 W PARK ROAD | ARLINGTON | TX | 76013 | PC | Team Expenses | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 6704 | HAGERSTON | MD | 21741 | PC | Honor Sammy Franchi | $100 |
| Arlington Livestock FFA Booster Club | ||||||
| 2212 Michigan Ave | DALWORTHINGTON GARDENS | TX | 76013 | PC | Spring Fundraiser/Booster Club | $2,000 |
| Catch Idaho Organization | ||||||
| 503 Americana Blvd | BOISE | ID | 83702 | PC | End homelessness Boise Idaho | $500 |
| Children's Hospital of Philadelphia Foundation | ||||||
| 3401 Civic Center Blvd | PHILDELPHIA | PA | 191044399 | PC | Support for childrens hospital research and op. ex. | $500 |
| Church of the Ascension | ||||||
| 110 S Sussex St | GLOUCESTER | NJ | 08030 | PC | Operating and Building Fund | $4,000 |
| Citizens United Maurice River Organization | ||||||
| 2 Center St | MILLVILLE | NJ | 08332 | PC | protect river | $250 |
| Darren Daulton Foundation | ||||||
| 1339 Chestnut Street 500 | PHILADELHPIA | PA | 19107 | PC | Honor Birthday for Brain Cancer; Right On Fight On Services | $2,500 |
| Episcopal Church Of the Ascension | ||||||
| 110 S Sussex St | GLOUCESTER | NJ | 08030 | PC | Church | $500 |
| Feast Food Pantry | ||||||
| 2255 Nebraska Ave | PALM HARBOR | FL | 34683 | PC | Food Pantry Palm Harbor | $4,000 |
| Feasterville Fire Company | ||||||
| 20 Irving Place | FEASTERVILLE | PA | 19053 | PC | EMT Training program | $500 |
| Feeding America | ||||||
| 161 N Clark St Suite 700 | CHICAGO | IL | 60601 | PC | Food Pantries Florida and US | $500 |
| Feeding Tampa Bay | ||||||
| 3624 Causeway Blvd | TAMPA | FL | 33619 | PC | Food Pantry Tampa Bay | $500 |
| Florida Sheriffs Association | ||||||
| 2617 Mahan Dr | TALLAHASSEE | FL | 323085448 | PC | Support for law enforcement and youth programs | $500 |
| Gloucester City Sail | ||||||
| PO Box 247 | GLOUSTER CITY | NJ | 08030 | PC | Educate youth on Delaware river history and attributes | $2,000 |
| GMHC | ||||||
| 307 West 38th St FL4 | NEW YORK | NY | 100189502 | PC | AIDS relief assistance | $2,000 |
| Hope Farm | ||||||
| 865 E Ramsey Ave | FT WORTH | TX | 76104 | PC | AIDS relief assistance | $2,000 |
| HADDONFIELD LIBRARY | ||||||
| 60 N Haddon Ave | HADDONFILED | NJ | 08033 | PC | Education Programs and community services | $500 |
| Hope Villages of America | ||||||
| 503 S Martin Luther King Jr Ave | CLEARWATER | FL | 33756 | PC | Hurricane relief, food, shelter, outreach | $2,000 |
| Haddonfield Little League | ||||||
| Haddonfield-Berlin Road | HADDONFILED | NJ | 08033 | PC | Youth programs | $500 |
| Humane Society of Tampa Bay | ||||||
| 3607 N Armenia Ave | TAMPA | FL | 33607 | PC | Support for animal shelters, neutering and service for animals | $1,000 |
| Johnson County Livestock and Agriculture Association | ||||||
| PO Box 72 | CLEBURNE | TX | 76033 | PC | Spring Fundraiser | $600 |
| Just Strays Animal Foundation dba Simply Cats Adoption Ctr | ||||||
| 2833 S Victory View Way | BOISE | ID | 83709 | PC | Cat rescue | $500 |
| Kerr County Flood Relief Fund | ||||||
| 241 Earl Garrett St | KERRVILLE | TX | 78028 | PC | Recovery Services | $1,000 |
| Metropolitan Ministries | ||||||
| 2002 N Florida Ave | TAMPA | FL | 33602 | PC | Hurricane relief, food, shelter, outreach | $2,000 |
| Mission Lexington | ||||||
| 216 Harmon St | LEXINGTON | SC | 29072 | PC | Food pantry, clothing and household support | $500 |
| Mansfield Cares | ||||||
| 990 US 287 Frontage | MANSFILED | TX | 76063 | PC | Underprivileged Help | $600 |
| Nancy Perry Children's Shelter | ||||||
| PO Box 344 | LEXINGTON | SC | 29071 | PC | Financial aid childrens shelter | $300 |
| National Aquarium Foundation Inc | ||||||
| 501 E Pratt St | BALTIMORE | MD | 21202 | PC | Support programs for encouraging conservationism | $500 |
| Mercy Full Project | ||||||
| 901 N Fremont Ave | TAMPA | FL | 33606 | PC | Animal shelter that fosters | $500 |
| National Park Foundation | ||||||
| 1500 K Street NW Suite 700 | WASHINGTON | DC | 20005 | PC | Protecting landscapes, wilderness, historical places | $300 |
| Pi Beta Phi Foundation | ||||||
| 1154 Town and Country Commons Dr | TOWN AND COUNTRY | MO | 63017 | PC | Support collegiate scholarships | $1,000 |
| Pickled Mansfield Society | ||||||
| 900 N Walnut Creek Dr 100 | MANSFIELD | TX | 760638046 | PC | Food bank | $500 |
| NATURE COAST MINISTRIES | ||||||
| 7655 W Gulf to Lake Hwy | CRYSTAL RIVER | FL | 34429 | PC | In Memory of Scott Yoder | $300 |
| Preservation South Carolina | ||||||
| PO Box 506 | PROSPERITY | SC | 29127 | PC | Funds for preserving historic SC properties | $500 |
| PILOTS TO THE RESCUE | ||||||
| 931 Manhatten Ave Suite 3 | BROOKLYN | NY | 11222 | PC | Transporting at-risk animals for adoption | $300 |
| Safe Haven for Women | ||||||
| 1010 N Center St | ARLINGTON | TX | 76011 | PC | Surviving Abuse | $1,000 |
| Salvation Army | ||||||
| PO Box 11403 | COLUMBIA | SC | 292111403 | PC | Support for local SA shelter | $325 |
| Sewell Baseball and Softball | ||||||
| 601 W Atlantic Ave | SEWELL | NJ | 08080 | PC | Fix Francis Flowers Sr. softball field | $2,500 |
| South Caroliniana Library Foundation | ||||||
| 1700 College Street USC | COLUMBIA | SC | 292019971 | PC | Historic preservation of documents | $1,500 |
| South Carolina Historical Society | ||||||
| 100 Meeting St | CHARLESTON | SC | 294012215 | PC | Preserve and make accessible historic documents | $2,500 |
| South River Historical Preservation Society Inc | ||||||
| 64-66 Main St | SOUTH RIVER | NJ | 08882 | PC | Programs to support South Rivers History | $250 |
| Special Olympics Florida | ||||||
| 1915 Don Wickham Dr | CLERMONT | FL | 34711 | PC | Sport training, competition for intellectually disabled in FL | $500 |
| St Alban's Episcopal Church | ||||||
| PO Box 882 | LEXINGTON | SC | 29071 | PC | Operating and Building Fund | $2,000 |
| Spartan Golf Booster Club | ||||||
| 649 Christopher Ln | BURLESON | TX | 76020 | PC | Travel Expenses | $1,000 |
| St John of God Organization | ||||||
| 1147 Delsea Dr Bldg A | WESTVILLE | NJ | 08093 | PC | Program support develomentally disadvantaged | $250 |
| St Francis Inn | ||||||
| 2441 Kensington Ave | PHILADELPHIA | PA | 19125 | PC | Daily meals for homeless | $500 |
| The Animal Mission | ||||||
| 127 Humane Lane | COLUMBIA | SC | 29209 | PC | Support animal shelter | $300 |
| True North Church | ||||||
| 333 Aura Rd | MULLICA HILL | NJ | 08062 | PC | Church programs | $100 |
| Tunnels to Towers Foundation | ||||||
| 2361 Hylan Blvd | STATEN ISLAND | NY | 10306 | PC | Provides mortgage free homes to heroes and families | $2,500 |
| Univ of South Carolina Foundation Darla Moore School of Business | ||||||
| 1600 Hampton St Suite 736 | COLUMBIA | SC | 29208 | PC | Support school of business at Univ. South Carolina | $2,500 |
| Willow Charitable Fund | ||||||
| 221 S York Rd | HATBORO | PA | 19040 | PC | Family support for tragedy | $150 |
| YOUNITY | ||||||
| 1530 Brunswick Ave | LAWRENCEVILLE | NJ | 08648 | PC | Domestic violence shelter, assistance | $500 |
| United Way of Gloucester County | ||||||
| 454 Crown Point Road | WEST DEPTFORD | NJ | 08096 | PC | Funds Gloucester county non-profit orgs. | $1,000 |
| The Boys and Girls Clubs of Gloucester County | ||||||
| 2 Center St | GLASSBORO | NJ | 08028 | PC | Youth services | $1,000 |
| The Archery (Formerly Safe Haven) | ||||||
| 1010 N Center St | ARLINGTON | TX | 76011 | PC | Food & Shelter | $1,000 |
| The Women's Center | ||||||
| 1723 Hemphill St | FORTH WORTH | TX | 76110 | PC | Abused Women | $2,000 |
| Oliver Gospel Mission-Toby's Place | ||||||
| PO Box 7697 | COLUMBIA | SC | 29202 | PC | Shelter and recovery program women/children | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $827 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,605 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,968 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,400 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DOOLEY & CO TAX PREP | CategoryTxt |
| Amt | $1,500 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - BNY | BondNm |
| EOY Book Value | $180,728 | EOYBookValueAmt |
| EOYFMV | $166,481 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS - BNY | StockNm |
| EOY Book Value | $361,232 | EOYBookValueAmt |
| EOYFMV | $566,822 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Book Value | $7,000 | BookValueAmt |
| EOYFMV | $8,229 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED TAX PAYMENTS | Desc |
| BOY Book Value | $471 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $7,999 | $7,999 |
| ROUNDING | $16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION | Desc |
| Revenue And Expenses Per Books | $94 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID - BNY | $3 | $3 |
| 2024 INCOME TAX | $252 | |
| ESTIMATED TAXES | $506 |