2023-11-14T12:31:47-05:00 2022-12-31 472604073 MAIGE & SIZEMORE CPA PA 4010 SUNBEAM ROAD JACKSONVILLE FL 32257 990PF 2022-01-01 593293247 JESS & BREWSTER J DURKEE FOUNDATIO JESS 9043889979 4530-15 ST JOHNS AVENUE POB 114 JACKSONVILLE FL 32210 EDWARD MCCARTHY III TRUSTEE 9046734040 2023-11-08 EDWARD MCCARTHY III XXX-XX-XXXX false AMANDA S BUNK-SIZEMORE CPA P01432184 9047377756 2023-11-13 2022 2023-04-26 12:10:37Z X 11245132 X X 84527 84527 84527 259421 239943 259421 145693 1537043 145693 -10047 1220 -10047 479594 471383 333901 60000 60000 4445 945 3500 43966 25651 12070 12070 13555 13555 754 29 725 134790 52250 64225 483500 483500 618290 52250 547725 -138696 419133 333901 839 -37589 -37589 470131 741938 741938 248437 247457 237708 8642301 8346242 8411217 2002347 1722239 1891858 4600 12000 11368655 11032287 11245132 0 X 11368655 11032287 11368655 11032287 11368655 11032287 11368655 -138696 11229959 197672 11032287 LONG TERM CHALLEN P 2021-04-01 2022-12-31 1025 1025 1025 SHORT TERM CHALLEN P 2022-12-31 2022-12-31 1420 1420 1420 SHORT TERM MERRILL P 2022-12-31 2022-12-31 135584 140883 -5299 -5299 LONG TERM MERRILL P 2021-04-01 2022-12-31 1398486 1249848 148638 148638 SUPPLEMENTAL MERRILL SHORT P 2022-12-31 2022-12-31 23 24 -1 -1 SUPPLEMENTAL MERRILL SHORT P 2021-04-01 2022-12-31 505 595 -90 -90 145693 -3880 5826 5826 5826 11900 11900 X 71 6003 5900 103 false false false false false false false true true true false false false false true N/A EDWARD MCCARTHY III 9043889979 1301 RIVERPLACE BLVD STE 1500 JACKSONVILLE FL 32207 false false false false false false false false false false false false false false false false false false false false KENDALL G DURKEE 4915 RIVER POINT ROAD JACKSONVILLE FL 32207 TRUSTEE 000.00 24000 0 0 EDWARD MCCARTHY III 4815 APACHE AVENUE JACKSONVILLE FL 32210 TRUSTEE 000.00 18000 0 0 BEVILLE ANDERSON 4715 IROQUOIS AVENUE JACKSONVILLE FL 32210 TRUSTEE 000.00 18000 0 0 NONE NONE N/A 10803151 599798 12000 11414949 11414949 171224 11243725 562186 562186 5826 5826 556360 556360 556360 547725 547725 556360 716 20008 20724 547725 547725 8635 8635 12089 0 12089 12089 EDWARD MCCARTHY III 1301 RIVERPLACE BLVD STE 1500 JACKSONVILLE FL 32207 9043889979 THE FOUNDATION ACCEPTS WRITTEN REQUESTS FROM CHARITABLE ORGANIZATIONS. NONE PREFERENCE GIVEN TO MINISTRIES FUNDED BY BREWSTER J. DURKEE PRIOR TO HIS DEATH. AMERICAN CANCER SOCIETY 1430 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 UNRESTRICTED 2500 BARNABAS INTERNATIONAL PO BOX 11211 ROCKFORD IL 61126 UNRESTRICTED 5000 CAMBODIAN CHARITABLE RELI PO BOX 410 SILVERTHORNE CO 80498 UNRESTRICTED 2000 CHILDREN'S HOME SOCIETY 1485 S SEMORAN BLVD 1448 WINTER PARK FL 32792 UNRESTRICTED 10000 CHRISTIAN HEALING MINISTRIES 438 W 67TH STREET JACKSONVILLE FL 32208 UNRESTRICTED 10000 CITY RESCUE MISSION PO BOX 60291 JACKSONVILLE FL 32236 UNRESTRICTED 8000 CUMMER MUSEUM OF ART AND GARDENS 829 RIVERSIDE AVE JACKSONVILLE FL 32204 UNRESTRICTED 2500 DANIEL FOUNDATION 4203 SOUTHPOINT BLVD JACKSONVILLE FL 32216 UNRESTRICTED 6000 DEBRA OF AMERICA 75 BROAD ST SUITE 300 NEW YORK NY 10004 UNRESTRICTED 2000 DUSTBEEN INC PO BOX 541 MCCLENNY FL 32082 UNRESTRICTED 12000 EAST WEST MINISTRIES PO BOX 530689 HARLINGTON TX 78553 UNRESTRICTED 10000 EPISCOPAL SCHOOL OF JACKSONVILLE 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 UNRESTRICTED 15000 EVERY NATION PO BOX 1787 BRENTWOOD TN 37024 UNRESTRICTED 2500 FAITH FOR FREEDOM PO BOX 957736 DULUTH GA 30095 UNRESTRICTED 2400 FAITHFUL AND TRUE OF JACKSONVILLE 2931 LOREN DR E JACKSONVILLE FL 32216 UNRESTRICTED 12000 FIRST COAST WOMEN'S SERVICES 11215 SAN JOSE BLVD JACKSONVILLE FL 32223 UNRESTRICTED 2500 FIRST PRESBYTERIAN CHURCH OF JAX 118 E MONRE STREET JACKSONVILLE FL 32202 UNRESTRICTED 6000 FLORIDA BAPTIST CHILDREN'S HOME 2300 BARTRAM ROAD JACKSONVILLE FL 32207 UNRESTRICTED 1000 FLORIDA SHERIFF'S YOUTH RANCHES IN PO BOX 2000 BOYS RANCH FL 32064 UNRESTRICTED 10000 GO TO NATIONS MINISTRY 3771 SPRING PARK ROAD JACKSONVILLE FL 32207 UNRESTRICTED 18000 GUARDIAN AD LITEM FOUNDATION PO BOX 10168 JACKSONVILLE FL 32247 UNRESTRICTED 5000 HOPE HAVEN 4600 BEACH BLVD JACKSONVILLE FL 32207 UNRESTRICTED 2500 HOPE OUTREACH MINISTRY FOR EVERY-1 2137 N LIBERTY STREET JACKSONVILLE FL 32206 UNRESTRICTED 18000 INT'L COOPERATING MINISTRIES 606 ABERDEEN ROAD HAMPTON VA 23661 UNRESTRICTED 2500 JACKSONVILLE HISTORICAL SOCIETY 317 A PHILIP RANDOLPH JACKSONVILLE FL 32202 UNRESTRICTED 5000 JACKSONVILLE SYMPHONY 300 WATER ST STE 200 JACKSONVILLE FL 32202 UNRESTRICTED 10000 JUVENILE DIABETES FOUNDATION 26 BROADWAY NEW YORK NY 10004 UNRESTRICTED 2500 KINGDOM FELLOWSHIP INC 580 ELLIS ROAD S JACKSONVILLE FL 32254 UNRESTRICTED 12000 KIPP SCHOOL 1440 MCDUFF AVE JACKSONVILLE FL 32254 UNRESTRICTED 10000 LEN MINISTRIES 13856 DANFORTH DRIVE S JACKSONVILLE FL 32224 UNRESTRICTED 9600 LIGHT IN THE WORD OF GOD 12077 COBBLEWOOD LANE JACKSONVILLE FL 32225 UNRESTRICTED 15000 LIGHTHOUSE TRAINING CENTER 525 W BROADWAY AVENUE MINNEAPOLIS MN 55411 UNRESTRICTED 6000 LIVE THE LIFE 2252 KILEARN CTR BLVD 10 TALLAHASSEE FL 32309 UNRESTRICTED 12000 LUTHERAN SOCIAL SERVICES 4615 PHILIPS HIGHWAY JACKSONVILLE FL 32207 UNRESTRICTED 2500 MCLAUGHLIN FOUNDATION 5119 NORMANDY BLVD JACKSONVILLE FL 32205 UNRESTRICTED 5000 MERCY SHIPS PO BOX 2020 GARDEN VALLEY TX 75771 UNRESTRICTED 5000 MIND FOR JESUS PO BOX 52622 JACKSONVILLE FL 32201 UNRESTRICTED 12000 N FLORIDA SCHOOL FOR SPECIAL ED 223 MILL COVE ROAD JACKSONVILLE FL 32211 UNRESTRICTED 15000 PINE CASTLE 4911 SPRING PARK RD JACKSONVILLE FL 32207 UNRESTRICTED 5000 PRISONERS OF CHRIST 2576 EDISON AVE JACKSONVILLE FL 32204 UNRESTRICTED 18000 RED CLOUD INDIAN SCHOOL 100 MISSION DR PINE RIDGE RESERVATION SD 57770 UNRESTRICTED 500 RETHREADED 515 E 9TH ST JACKSONVILLE FL 32206 UNRESTRICTED 5000 RIVER CITY CHURCH 7950 BELFORT PKWY 900 JACKSONVILLE FL 32256 UNRESTRICTED 12000 RONALD MCDONALD HOUSE ONE KROC DRIVE OAK BROOK IL 60523 UNRESTRICTED 2000 SALVATION ARMY-NE FLORIDA 328 N OCEAN ST JACKSONVILLE FL 32202 UNRESTRICTED 12000 SEAMARK RANCH 3750 SAN JOSE PLACE JACKSONVILLE FL 32257 UNRESTRICTED 10000 SIM USA 14830 CHOATE CIRCLE CHARLOTTE NC 28273 UNRESTRICTED 9000 SMILE TRAIN 411 MADISON AVE 26TH NEW YORK NY 10010 UNRESTRICTED 500 ST MARK'S EPISCOPAL CHURCH 4129 OXFORD AVENUE JACKSONVILLE FL 32210 UNRESTRICTED 5000 ST MARY'S EPISCOPAL OUTREACH 1924 N LAURA ST JACKSONVILLE FL 32206 UNRESTRICTED 6000 ST VINCENT'S FOUNDATION 1 SHIRELIFF WAY JACKSONVILLE FL 32204 UNRESTRICTED 5000 TRINITY RESCUE MISSION 627 W BEAVER ST JACKSONVILLE FL 32206 UNRESTRICTED 2000 VOLUNTEERS IN MEDICINE 41 E DUVAL ST JACKSONVILLE FL 32202 UNRESTRICTED 2500 WOLFSON'S CHILDRENS HOSPITAL 800 PRUDENTIAL DR JACKSONVILLE FL 32207 UNRESTRICTED 12000 WOUNDED WARRIOR PROJECT 4899 BELFORT RD SUITE 300 JACKSONVILLE FL 32256 UNRESTRICTED 5000 YOUNG LIFE-FLORIDA REGION PO BOX 9012 ST AUGUSTINE FL 32084 UNRESTRICTED 18000 YOUNG LIFE-JACKSONVILLE AREA 1100 STOCKTON STREET JACKSONVILLE FL 32203 UNRESTRICTED 48000 ANGELS FOR ALLISON 2905 CORINTHIAN AVE JACKSONVILLE FL 32210 UNRESTRICTED 1000 DOVE KINGDON BUILDERS MINISTRY 104 KING ST APT 64 JACKSONVILLE FL 32210 UNRESTRICTED 1000 ELEVATE JACKSONVILLE PO BOX 551052 JACKSONVILLE FL 32255 UNRESTRICTED 5000 JACKSONVILLE CHILDREN'S CHORUS 62 N MAIN ST JACKSONVILLE FL 32202 UNRESTRICTED 5000 MARANATHA IGLESIA BAPTISTA CHURCH 2927 LEON RD JACKSONVILLE FL 32246 UNRESTRICTED 5000 483500 14 84527 14 259421 1220 145693 OTHER INCOME -11196 SEC 1231 GAIN(LOSS) -71 343948 135646 479594 false false false false false false false false false false ACCOUNTING & TAX PREPARATION FEE 4445 945 3500 MERRILL LYNCH-CORPORATE BONDS 1722239 1891858 MUTUAL FUNDS 2619267 2619267 EQUITIES 4188542 4554395 OTHER INVESTMENTS 300878 CHALLEN PARTNERS 1237555 1237555 247457 237708 PREPAID EXCISE TAX 4600 12000 CHANGE IN UNREALIZED GAIN 197672 EXPENSES POSTAGE & MAILING SERVICES 370 370 BANK FEES 29 29 OFFICE SUPPLIES 355 355 OTHER INVESTMENT INCOME 1220 1220 1220 OTHER INCOME -11196 -11196 SEC 1231 GAIN(LOSS) -71 -71 ADVISORY FEES 43912 25651 INVESTMENT EXPENSES 54 EXCISE TAX 11888 11888 FOREIGN TAX 1667 1667