2026-05-14T09:31:42-05:00 2025-12-31 591818353 KAUFMAN ROSSIN & CO PA 100 SE 3RD AVENUE SUITE 2400 FT LAUDERDALE FL 33394 990PF 2025-01-01 596199488 LAFFERTY FAMILY FOUNDATION INC LAFF 9544626300 651 VENEZIA GRANDE NAPLES FL 34119 AMY HSIEH TREASURER 6502692175 2026-05-13 1 ANDREW S TAUBMAN CPA P00066513 9545664400 2026-05-13 2025 2025-03-06 01:10:19Z X X X 0 X X 51774 51620 93774 1590243 93774 26182 0 171730 145394 0 0 0 511 128 0 26250 6563 0 4125 125 0 22351 13966 0 53237 20782 0 2727556 2727556 2780793 20782 2727556 -2609063 124612 85234 432022 0 0 1668037 0 0 2185293 0 0 0 0 X 0 0 0 0 2185293 0 2185293 0 2185293 0 2185293 -2609063 515816 92046 92046 0 PUBLICLY TRADED SECURITIES #0050 153978 100000 53978 53978 PUBLICLY TRADED SECURITIES #0065 1027186 987409 39777 39777 PUBLICLY TRADED SECURITIES #0050 409060 409060 0 0 CAPITAL GAINS DIVIDENDS P 19 19 19 93774 1732 0 1732 0 1732 2221 0 0 0 2221 0 489 0 489 0 0 0 0 0 0 0 0 0 1 1 1 FL 1 0 0 0 1 1 N/A THE ORGANIZATION 9544626300 651 VENEZIA GRANDE NAPLES FL 34119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN D LAFFERTY DEC 722025 100 MOORINGS PARK DR 303 NAPLES FL 34105 PRESIDENT, DIRECTOR 1.00 0 0 0 ROBERT W LAFFERTY SR 824 S RIO VISTA BLVD FORT LAUDERDALE FL 33316 DIRECTOR 1.00 0 0 0 KIMBERLY LAFFERTY ETZEL 651 VENEZIA GRANDE DR NAPLES FL 34119 DIRECTOR 1.00 0 0 0 AMY LAFFERTY HSIEH 191 OAK GROVE AVE ATHERTON CA 94027 SECRETARY, TREASURER, DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1990013 51090 0 2041103 0 0 2041103 30617 2010486 100524 100524 1732 1732 98792 0 98792 0 98792 2727556 0 2727556 98792 0 0 21590 21590 2727556 0 0 0 98792 2628764 0 0 2650354 0 0 0 0 0 0 0 2650354 21590 2628764 X ANN CHILDREN'S FUND 405 5TH AVE S NAPLES FL 34102 N/A PC GENERAL OPERATIONS 11000 BIBLE STUDY FELLOWSHIP PO BOX 675241 DALLAS TX 75267 N/A PC GENERAL OPERATIONS 55000 BOOBIE QUEEN COMPANY 1232 HICKMAN RD AUGUSTA GA 30904 N/A PC GENERAL OPERATIONS 5000 BREAKTHROUGH T1D 200 VESEY ST FL 28 NEW YORK CITY NY 10281 N/A PC GENERAL OPERATIONS 1000 EVANGELICAL FREE METHODIST CHURCH 4631 SUNSET RD NAPLES FL 34116 N/A PC GENERAL OPERATIONS 5000 GALATIANS 62 INC 518 13TH ST W BRADENTON FL 34205 N/A PC GENERAL OPERATIONS 30000 L'ABRI FELLOWSHIP FOUNDATION 49 LYNBROOK RD SOUTHBOROUGH MA 01772 N/A PC GENERAL OPERATIONS 2000 LIVE THE LIFE SOUTH FLORIDA INC 5110 N FEDERAL HWY FORT LAUDERDALE FL 33308 N/A PC GENERAL OPERATIONS 25000 MENLO SCHOOL 50 VALPARAISO AVE ATHERTON CA 94027 N/A PC GENERAL OPERATIONS 50000 OIC OF SOUTH FLORIDA INC 3407 NW 9TH AVE 100 FORT LAUDERDALE FL 33309 N/A PC GENERAL OPERATIONS 1000 PALAU (FKA LUIS PALAU ASSOCIATION) PO BOX 50 PORTLAND OR 97207 N/A PC GENERAL OPERATIONS 50000 PALM BEACH ATLANTIC PO BOX 24708 901 S FLAGLER DRIVE WEST PALM BEACH FL 33416 N/A PC GENERAL OPERATIONS 25000 PRISON FELLOWSHIP MINISTRIES 44180 RIVERSIDE PKWY LEESBURG VA 20176 N/A PC GENERAL OPERATIONS 5000 RIO VISTA CHURCH 614 SE 8TH ST FORT LAUDERDALE FL 33316 N/A PC GENERAL OPERATIONS 25000 SOUTHSIDE CHURCH 777 ROBINSON RD PEACHTREE CITY GA 30269 N/A PC GENERAL OPERATIONS 500 THE LAFF DAF FUND AT NATIONAL CHRISTIAN FOUNDATION CHARITABLE FOUNDATION 1150 SANCTUARY PKWY STE 350 ALPHARETTA GA 30009 N/A PC SUPPORTING CHRISTIAN CHURCHES AND MINISTRIES. 46089 THE LAFF DAF FUND AT NATIONAL CHRISTIAN FOUNDATION CHARITABLE FOUNDATION 1150 SANCTUARY PKWY STE 350 ALPHARETTA GA 30009 N/A PC SUPPORTING CHRISTIAN CHURCHES AND MINISTRIES. 756240 THE LAFFERTY ETZEL LEGACY DAF AT MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST 2000 WESTCHESTER AVE PURCHASE NY 10577 N/A PC SUPPORTING EDUCATION, ARTS, HEALTH AND COMMUNITY DEVELOPMENT. 735596 THE LAFFERTY ETZEL LEGACY DAF AT MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST 2000 WESTCHESTER AVE PURCHASE NY 10577 N/A PC SUPPORTING EDUCATION, ARTS, HEALTH AND COMMUNITY DEVELOPMENT. 70057 THE LAFFERTY HSIEH CHARITABLE FUND AT BANK OF AMERICA CHARITABLE GIFT FUND 100 FEDERAL ST BOSTON MA 02110 N/A PC SUPPORTING EDUCATION AND COMMUNITY ECONOMIC DEVELOPMENT. 736017 THE LAFFERTY HSIEH CHARITABLE FUND AT BANK OF AMERICA CHARITABLE GIFT FUND 100 FEDERAL ST BOSTON MA 02110 N/A PC SUPPORTING EDUCATION AND COMMUNITY ECONOMIC DEVELOPMENT. 70057 THEATRE THREE INC 2688 LACLEDE STREET SUITE 120 DALLAS TX 75201 N/A PC GENERAL OPERATIONS 1000 VILLAGE SCHOOL OF NAPLES INC 6000 GOODLETTE-FRANK RD N NAPLES FL 34109 N/A PC GENERAL OPERATIONS 5000 WAKEBOARD CHURCH INC 3113 RIDGEDALE DR GARLAND TX 75041 N/A PC GENERAL OPERATIONS 1000 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 N/A PC GENERAL OPERATIONS 16000 2727556 0 14 51774 18 93774 IRS INTEREST REFUND 01 7 FLORIDA CORPORATE INCOME TAX REFUND 01 26175 0 171730 0 171730 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 26250 6563 0 THE LAFF DAF FUND AT NATIONAL CHRISTIAN FOUNDATION CHARITABLE FOUNDATION 1150 SANCTUARY PKWY STE 350 ALPHARETTA GA 30009 ONE THIRD (1/3) OF CURRENT-YEAR AND FUTURE ASSETS DISTRIBUTED TO THE LAFF DAF FUND AT NATIONAL CHRISTIAN FOUNDATION CHARITABLE FOUNDATION ARE OR WILL BE MADE RECOGNIZED UNDER IRC SECTION 170(B)(1)(A). ALL CURRENT-YEAR AND FUTURE DISTRIBUTIONS QUALIFY UNDER IRC SECTION 4942(G), AND NO PERSONAL GAINS IN PROPERTY OR INCREASES IN CHARITABLE TAX DEDUCTIONS TAKEN BY THE BOARD OF DIRECTORS WILL OCCUR AS A RESULT OF THE FUTURE CHARITABLE DISTRIBUTIONS. 802329 THE LAFFERTY ETZEL LEGACY DAF AT MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST 2000 WESTCHESTER AVE PURCHASE NY 10577 ONE THIRD (1/3) OF CURRENT-YEAR AND FUTURE ASSETS DISTRIBUTED TO THE LAFFERTY ETZEL LEGACY DAF AT MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST ARE OR WILL BE MADE RECOGNIZED UNDER IRC SECTION 170(B)(1)(A). ALL CURRENT-YEAR AND FUTURE DISTRIBUTIONS QUALIFY UNDER IRC SECTION 4942(G), AND NO PERSONAL GAINS IN PROPERTY OR INCREASES IN CHARITABLE TAX DEDUCTIONS TAKEN BY THE BOARD OF DIRECTORS WILL OCCUR AS A RESULT OF THE FUTURE CHARITABLE DISTRIBUTIONS. 805653 THE LAFFERTY HSIEH CHARITABLE FUND AT BANK OF AMERICA CHARITABLE GIFT FUND 100 FEDERAL ST BOSTON MA 02110 ONE THIRD (1/3) OF CURRENT-YEAR AND FUTURE ASSETS DISTRIBUTED TO THE LAFFERTY/ HSIEH CHARITABLE FUND AT BANK OF AMERICA CHARITABLE GIFT FUND ARE OR WILL BE MADE RECOGNIZED UNDER IRC SECTION 170(B)(1)(A). ALL CURRENT-YEAR AND FUTURE DISTRIBUTIONS QUALIFY UNDER IRC SECTION 4942(G), AND NO PERSONAL GAINS IN PROPERTY OR INCREASES IN CHARITABLE TAX DEDUCTIONS TAKEN BY THE BOARD OF DIRECTORS WILL OCCUR AS A RESULT OF THE FUTURE CHARITABLE DISTRIBUTIONS. 806074 EFFECTIVE DECEMBER 30, 2025, PURSUANT TO SECTION 617.1403 OF THE FLORIDA STATUTES, THE LAFFERTY FAMILY FOUNDATION, INC. WAS FORMALLY DISSOLVED. BETWEEN OCTOBER 21, 2025 AND DECEMBER 31, 2025 THE LAFFERTY FAMILY FOUNDATION MADE EQUAL DISTRIBUTIONS TO THREE DONOR ADVISED FUNDS: "THE LAFFERTY/HSIEH CHARITABLE FUND AT BANK OF AMERICA CHARITABLE GIFT FUND IN THE AMOUNT OF $70,057 CASH AND $736,017 FMV OF SECURITIES," "THE LAFF DAF FUND AT NATIONAL CHRISTIAN FOUNDATION CHARITABLE FOUNDATION" IN THE AMOUNT OF $46,089 CASH AND $756,240 FMV OF SECURITIES, AND "THE LAFFERTY ETZEL LEGACY DAF AT MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST" IN THE AMOUNT OF $70,057 CASH AND $735,596 FMV OF SECURITIES. AS OF THE DATE OF DISSOLUTION, THE FOUNDATION HELD A NON-INTEREST-BEARING BALANCE OF $65,392.51 TO SATISFY ALL REMAINING UNDETERMINED DISSOLUTION EXPENSES, AFTER WHICH THE REMAINING BALANCE WILL BE DISTRIBUTED EQUALLY TO THE FOLLOWING THREE ABOVE-NAMED DONOR-ADVISED FUNDS. UPON COMPLETION OF THESE DISTRIBUTIONS, THE FOUNDATION WILL CEASE ALL CHARITABLE ACTIVITIES AND WILL HAVE FULFILLED ITS CHARITABLE PURPOSES. ALL CURRENT-YEAR AND FUTURE ASSETS DISTRIBUTED TO CHARITABLE ORGANIZATIONS ARE OR WILL BE MADE TO ORGANIZATIONS RECOGNIZED UNDER IRC SECTION 170(B)(1)(A). ALL CURRENT-YEAR AND FUTURE DISTRIBUTIONS QUALIFY UNDER IRC SECTION 4942(G), AND NO PERSONAL GAINS IN PROPERTY OR INCREASES IN CHARITABLE TAX DEDUCTIONS TAKEN BY THE BOARD OF DIRECTORS WILL OCCUR AS A RESULT OF THE FUTURE CHARITABLE DISTRIBUTIONS DISCLOSED ABOVE. THIS IS THE FOUNDATION'S FINAL FORM 990-PF FILING. LEGAL FEES 511 128 0 FINAL EXPENSES AND PLEDGED DAF CONTRIBUTIONS 91568 UNSETTLED TRADES AND TIMING DIFFERENCES 478 INVESTMENT ADVISORY FEES 13966 13966 0 NORTHPOINT FINANCIAL 3373 0 0 REAL ESTATE APPRAISAL 5000 0 0 MISCELLANEOUS EXPENSE 12 0 0 IRS INTEREST REFUND 7 7 FLORIDA CORPORATE INCOME TAX REFUND 26175 26175 UNREALIZED APPRECIATION OF SECURITIES DONATED 513528 OTHER BASIS ADJUSTMENTS AND CHANGES IN NET ASSETS 2288 FEDERAL EXTENSION TAX PAYMENT 4000 0 0 FOREIGN TAXES PAID 125 125 0