2025-10-21T17:22:19-05:00 2024-12-31 542154636 Hickok Law Firm PA 55 SE 2nd Ave STE 203 Delray Beach FL 33444 990PF 2024-01-01 476777228 Victor E Clarke Charitable Foundation VICT 5618195409 55 SE 2nd Ave Delray Beach FL 33444 Andrew M Jackson Co-Trustees 5618195409 2025-10-21 1 0 Robert J Hickok Esq CPA P01222386 5618196219 2024 2025-03-06 01:10:19Z X 117458964 X X 289880 289880 3915330 3915330 322238 4179440 322238 4527448 4527448 0 0 0 5553 0 0 21582 0 0 170001 162038 0 82022 210 0 7001 0 0 3076 0 0 289235 162248 0 5012000 5012000 5301235 162248 5012000 -773787 4365200 7743646 7807905 7807905 78733634 78888030 106440951 3704972 3165978 3155870 507686 6050 6050 0 48188 48188 90689938 89916151 117458964 0 0 X 0 0 0 0 90689938 89916151 90689938 89916151 90689938 89916151 90689938 -773787 0 89916151 0 89916151 Publicly Traded Securities 4179401 3857202 322199 322199 Capital Gains Dividends P 39 39 39 322238 60676 0 60676 0 60676 108864 0 0 0 108864 0 48188 48188 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 N/A Hickok Law Firm PA 5618196219 55 SE 2nd Ave STE 203 Delray Beach FL 33444 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 Gary A Galimidi 7440 SW 68th St Miami FL 33143 Trustee 10.00 0 0 0 Andrew M Jackson 55 SE 2nd Ave Delray Beach FL 33444 Trustee 10.00 0 0 0 NONE 0 Corient Private Wealth LLC 101 Park Ave STE 3100 New York NY 10178 Brokerage - see also Stmt 5 162038 0 0 35212256 8551835 73978361 117742452 0 0 117742452 1766137 115976315 5798816 5798816 60676 60676 5738140 0 5738140 0 5738140 5012000 0 5012000 5738140 0 0 105415 951756 297761 1354932 5012000 0 0 0 5012000 0 726140 726140 628792 0 0 0 0 0 0 0 628792 331031 297761 Andrew M Jackson 55 SE 2nd Ave Delray Beach FL 33444 5618195409 director@vecfoundation.org No particular form is required. None All recipients must: be exempt under 501(c)(3), directly and actively conduct exempt activities, and have no relationship to the foundation. Baptist Health South Florida Foundation Inc 6855 Red Rd STE 600 Coral Gables FL 33143 PC For the organization's Power Extraordinary Campaign that aspires to drive a transformative impact on healthcare in South Florida 1500000 Baptist Health South Florida Foundation Inc 6855 Red Rd STE 600 Coral Gables FL 33143 PC For the NICU at Bethesda East in Boynton Beach, FL 400000 Florida Atlantic University Foundation Inc 777 Glades Road AD 10 Rm 247 Boca Raton FL 33431 PC For the organization's Center for Autisim and Related Disorders 100000 Lupus Foundation of America Georgia Chapter Inc 1337-D Canton Road Marietta GA 30066 PC For the organization's general purposes of solving the cruel mysteries of lupus 50000 Police Officer Assistance Trust 1030 NW 111 Ave Miami FL 33172 PC For the organization's general purposes of assisting officers and their families in times of need 300000 Society of Mary Inc 698 Beacon Street Boston MA 02215 PC For the organization's general purpose of engaging in the "work of Mary" 50000 Task Force Dagger Foundation PO Box 250 Terra Ceia FL 34250 PC For the organization's general purpose of providing assistance to wounded, ill, or injured US Special Operations Command members and their families 622000 University of Miami 1320 South Dixie Hwy Coral Gables FL 33146 PC For the university's Sylvester Comprehensive Cancer Center 1500000 University of Miami 1320 South Dixie Hwy Coral Gables FL 33146 PC For the university's Frost School of Music 200000 University of Miami 1320 South Dixie Hwy Coral Gables FL 33146 PC For the organization's Center for Autisim and Related Disorders 100000 Wintriss Technical Schools Inc DBA The League of Amazing Programmers 12625 High Bluff Drive 113 San Diego CA 92130 PC For the organization's general purpose of teaching professional-level programming to kids & teens in 5th-12th grade 190000 5012000 0 01 289880 01 3915330 01 322238 0 4527448 0 4527448 0 0 0 0 0 0 0 0 0 0 Hickok Law Firm, P.A. 21582 0 0 Regarding Controlled Entity Form 990-PF page 4, Part VI-A, Line 11 The CCH tax software generates Statement 12 of the return and references same for Line 11, Part VI-A, on page 4 of Form 990-PF. The software is generating a diagnostic indicating that said Statement 12 is generated only for the paper return and not for the electronic return due to there being no provision in the IRS electronic filing schema to prepare the schedule of controlled entities per the Form 990-PF instructions. The diagnostic recommends preparing a general explanation attachment for the required information for said Line 11, which is the reason for this general explanation attachment. The required information for said Line 11 is as follows:The Foundation owned throughout 2024 approximately 32.93% of Gables Engineering, Inc., a Florida corporation, that operates an engineering/ aircraft parts manufacturing business and that has one class of stock. It is a controlled entity under IRC s. 512(b)(13) due to attribution via IRC s. 318. The Foundation received the stock as a bequest on August 11, 2020 from the Victor E. Clarke Declaration of Trust, EIN: 46-7152621. The stock appears near the middle of Statement 8. The permitted holdings under IRC s. 4943(c)(2) are 0% because disqualified persons own more than 20% of the stock. The Foundation's stock holdings in the controlled entity are not excess business holdings because of the 5-year rule under IRC s. 4943(c)(6)(A). The Foundation sold all of the stock in 2025 before it had any excess business holdings. The name, address, and EIN of the controlled entity are as follows:Gables Engineering, Inc.247 Greco AvenueCoral Gables, FL 33146EIN: 59-0561349 American Express Co GLB 3.950% due 08-01-2025 100,000 par 96738 99622 Apple Inc 2.750% due 1-13-2025 300,000 par 291130 299819 Carlisle Companies Inc GLB 3.750% due 12-1-2027 150,000 par 135579 145556 Crown Castle Inc 4.450% due 2-15-2026 100,000 par 98925 99703 Darden Restaurants Inc Unsecured Sr Nt 3.850% due 5-1-2027 100,000 par 109025 97660 Elevance Health GLB 2.375% due 1-15-2025 100,000 par 97141 99898 Exxon Mobil Corporation GLB 2.992% due 3-19-2025 100,000 par 99369 99670 Gilead Sciences Inc GLB 3.500% due 02-01-2025 50,000 par 48525 49938 Intel Corp GLB 3.400% due 3-25-2025 100,000 par 100390 99644 JM Smucker Co Company Gurant GLB 3.500% due 03-15-2025 50,000 par 48432 49829 John Deere Capital Corp 5.150% due 9-8-2026 200,000 par 199858 202504 Norfolk Southern Corp GLB 2.900% due 6-15-2026 100,000 par 102934 97584 The Goldman Sachs G 5.000% due 9-30-2025 200,000 par 200025 199999 The Kraft Heinz Food Company 3.000% due 6-1-2026 100,000 par 98640 97546 Visa Inc GLB 3.150% due 12-14-2025 100,000 par 104365 98806 Zoetis Inc 4.500% due 11-13-2025 100,000 par 99722 99871 The Home Depot 5.100% due 12-24-2025 200,000 par 201094 201247 Starbucks Corp 4.750% due 2-15-2026 100,000 par 99897 100205 Broadcom Corp 3.875% due 1-15-2027 100,000 par 98680 98390 The Goldman Sachs 5.125% due 7-30-2027 100,000 par 100223 99404 Waste Management 4.500% due 3-15-2028 150,000 par 150230 149136 Apple Inc 4.000% due 5-10-2028 150,000 par 149476 147770 McDonald's Corp 2.625% due 9-1-2029 200,000 par 185580 182056 JPMorgan Chase & Co 5.000% due 10-31-2034 250,000 par 250000 240013 AbbVie Inc (ABBV) 3,600 shares 360916 639720 Alphabet Inc Class A (GOOGL) 500 shares 59160 94650 Alphabet Inc Class C (GOOG) 7,500 shares 417357 1428300 Amazon.com Inc (AMZN) 4,700 shares 422814 1031133 Apple Inc (AAPL) 6,800 shares 496221 1702856 Ares Management Corporation (ARES) 9,300 shares 336377 1646379 AutoZone Inc (AZO) 225 shares 567080 720450 BlackRock Inc (BLK) 650 shares 343584 666322 Chevron Corporation (CVX) 1,400 shares 160641 202776 Chipotle Mexican Grill Inc (CMG) 4,500 shares 229041 271350 ConocoPhillips (COP) 2,000 shares 228622 198340 Costco Wholesale Corporation (COST) 1,800 shares 497476 1649286 Danaher Corporation (DHR) 2,000 shares 163594 459100 Dover Corporation (DOV) 1,500 shares 126256 281400 Ecolab Inc (ECL) 1,850 shares 273536 433492 EnerSys (ENS) 4,100 shares 259932 378963 EOG Resources Inc (EOG) 3,300 shares 312550 404514 Gables Engineering Inc 35,775/ 108,634 shares non-public company 61546865 73904000 Home Depot Inc (HD) 1,600 shares 510740 622384 Johnson & Johnson (JNJ) 3,900 shares 522619 564018 JPMorgan Chase & Co (JPM) 4,700 shares 531883 1126637 McDonald's Corporation (MCD) 3,100 shares 645962 898659 Merck & Co Inc (MRK) 9,100 shares 743054 905268 Microsoft Corporation (MSFT) 3,800 shares 626621 1601700 Nvidia Corporation (NVDA) 8,000 shares 143675 1074320 Oracle Corporation (ORCL) 1,000 shares 88247 166640 Parker-Hannifin Corporation (PH) 500 shares 176344 318015 PepsiCo Inc (PEP) 6,000 shares 810086 912360 Procter & Gamble Company (PG) 1,900 shares 296169 318535 Progressive Corporation Ohio (PGR) 6,800 shares 451610 1629348 Roper Technologies Inc (ROP) 1,700 shares 570951 883745 ServiceNow Inc (NOW) 450 shares 205491 477054 Stryker Corporation (SYK) 2,200 shares 398957 792110 Synopsys Inc (SNPS) 300 shares 108743 145608 Tetra Tech Inc (TTEK) 24,000 shares 298147 956160 Thermo Fisher Scientific Inc (TMO) 800 shares 165473 416184 TJX Companies Inc (TJX) 8,000 shares 405652 966480 UnitedHealth Group Incorporated (UNH) 2,100 shares 714386 1062306 Verizon Communications Inc (VZ) 10,000 shares 549295 399900 Visa Inc (V) 3,400 shares 570175 1074536 Walt Disney Company (DIS) 6,500 shares 727153 723775 Zoetis Inc (ZTS) 5,000 shares 624292 814650 Corpay Inc (CPAY) 2,600 shares 678478 879892 S&P Global Inc (SPGI) 1,200 shares 521805 597636 Purchased corporate bond interest AT COST 3334 3334 Purchased US Treasury note interest AT COST 2716 2716 Shutts & Bowen, LLP 1922 0 0 Hickok Law Firm, P.A. 3631 0 0 IRC s. 4940 tax overpayment asset 48188 48188 Postage and mailing 487 0 0 GoDaddy.com services 240 0 0 VPN services 150 0 0 Candid.org for nonprofit research report 2199 0 0 Trugman Valuation Associates valuation of Gables Engineering shares 7963 0 0 Corient Private Wealth LLC managing assets held at Charles Schwab 162038 162038 0 IRC 4940 excise tax 81812 0 0 Foreign income taxes withheld on dividends 210 210 0