KIMMINS TERRIER FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: KIMMINS TERRIER FOUNDATION INC (EIN 59-3472911)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-13
IRS object ID: 202611339349103746
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
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-13T16:02:28-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	591911375	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FERLITA WALSH GONZALEZ & RODRIGUEZPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3302 AZEELE ST	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33609	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	593472911	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KIMMINS TERRIER FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	KIMM	BusinessNameControlTxt
Phone	8132483878	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1501 E 2ND AVENUE	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33605	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FRANCIS WILLIAMS	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8138058651	PhoneNum
Signature	2026-05-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DON RODRIGUEZ	PreparerPersonNm
PTIN	P00656975	PTIN
Phone	8138779609	PhoneNum

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	$11,775,025	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$309,018	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$13	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$13	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$137,295	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$137,295	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$426,736	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$935,671	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$426,736	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$97,956	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$971,018	TotalRevAndExpnssAmt
Total Net Invst Incm	$564,044	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
Accounting Fees Rev And Expnss	$4,175	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$31,120	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$751	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$36,046	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$601,609	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$601,609	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$637,655	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$601,609	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$333,363	ExcessRevenueOverExpensesAmt
Net Investment Income	$564,044	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$414,865	CashBOYAmt
Cash EOY	$28,546	CashEOYAmt
Cash EOYFMV	$28,546	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$134,808	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$627,102	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$627,102	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$3,726	AcctRcvblAmt
Acct Rcvbl BOY	$3,726	AcctRcvblBOYAmt
Acct Rcvbl EOY	$3,726	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$3,726	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$3,773,804	CorporateStockBOYAmt
Corporate Stock EOY	$3,999,792	CorporateStockEOYAmt
Corporate Stock EOYFMV	$11,003,567	CorporateStockEOYFMVAmt
Other Investments BOY	$100,000	OtherInvestmentsBOYAmt
Other Investments EOY	$100,000	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$100,000	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$12,084	OtherAssetsBOYAmt
Other Assets EOY	$12,084	OtherAssetsEOYAmt
Other Assets EOYFMV	$12,084	OtherAssetsEOYFMVAmt
Total Assets BOY	$4,439,287	TotalAssetsBOYAmt
Total Assets EOY	$4,771,250	TotalAssetsEOYAmt
Total Assets EOYFMV	$11,775,025	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$1,379	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$8,219	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$1,379	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$8,219	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	$4,437,908	RetainedEarningBOYAmt
Retained Earning EOY	$4,763,031	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,437,908	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,763,031	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,439,287	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,771,250	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,437,908	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$333,363	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$4,771,271	SubtotalAmt
Other Decreases	$8,240	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,763,031	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICALY TRADED SECURITIES	2025-06-16	2025-12-31	$74,100	$86,428	-$12,328	-$12,328
SALE OF PUBLICALY TRADED SECURITIES	2024-02-22	2025-12-31	$482,071	$349,557	$132,514	$132,514
SALE OF PUBLICALY TRADED SECURITIES	2019-05-22	2025-12-31	$331,069	$69,919	$261,150	$261,150
SALE OF PUBLICALY TRADED SECURITIES	2008-04-01	2005-12-31	$48,431	$3,031	$45,400	$45,400

Field	Value	IRS element (for citing)
Capital Gain Net Income	$426,736	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$7,840	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$7,840	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$7,840	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$21	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	$21	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$400	EsPenaltyAmt
Tax Due	$8,219	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	N/A	WebsiteAddressTxt
Individual With Books	KIMMINS TERRIER FOUNDATION	IndividualWithBooksNm
Phone	8132483878	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1501 E 2ND AVENUE TAMPA FL	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33605	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 (2 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
FRANCIS M WILLIAMS
1501 E 2ND AVENUE	TAMPA	FL	33605	DIRECTOR, OFFICER	0.00	$0	$0	$0
MARIE K WILLIAMS
1501 E 2ND AVENUE	TAMPA	FL	33605	DIRECTOR, OFFICER	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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	PROVIDE FUNDS TO EDUCATIONAL & RELIGIOUS INSTITUTIONS	Description1Txt
Expenses1	$152,900	Expenses1Amt
Description2	PROVIDE FUNDS TO ARTS & SOCIAL INSTITUTIONS	Description2Txt
Expenses2	$170,500	Expenses2Amt
Description3	PROVIDE FUNDS TO MEDICAL CHARITABLE INSTITUTIONS	Description3Txt
Expenses3	$151,000	Expenses3Amt
Description4	PROVIDE FUNDS TO OTHER CHARITABLE INSTITUTIONS	Description4Txt
Expenses4	$127,209	Expenses4Amt

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	$8,107,555	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$467,485	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$115,810	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,690,850	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,690,850	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$130,363	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,560,487	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$428,024	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$428,024	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,840	TaxBasedOnInvestmentIncomeAmt
Total Tax	$7,840	TotalTaxAmt
Distributable Before Adj	$420,184	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$420,184	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$420,184	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$601,609	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$601,609	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$420,184	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$60,551	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,003,822	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$118,819	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$447,256	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$184,380	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,814,828	TotalExcessDistributionCyovAmt
Qualifying Distributions	$601,609	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$420,184	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$181,425	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,996,253	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	$60,551	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,935,702	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,003,822	ExcessFromYear4Amt
Excess From Year3	$118,819	ExcessFromYear3Amt
Excess From Year2	$447,256	ExcessFromYear2Amt
Excess From Year1	$184,380	ExcessFromYear1Amt
Excess From Current Year	$181,425	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	FRANCIS M WILLIAMS	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	FRANCIS M WILLIAMS	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1501 E 2ND AVENUE	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33605	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8132483878	RecipientPhoneNum
Form And Info And Materials	NO DESIGNATED FORM. SHOULD SUBMIT ALL MATERIALS DEEMED TO BE NECESSARY FOR CONSIDERATION.	FormAndInfoAndMaterialsTxt
Submission Deadlines	N/A	SubmissionDeadlinesTxt
Restrictions On Awards	N/A	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
AMF FOUNDATION
1501 E 2ND AVENUE	TAMPA	FL	33605	PF	DONATION TO ANOTHER FOUNDATION PROVIDING ASSISTANCE TO INSTITUTIONS	$45,099
BURNS MIDDLE SCHOOL
615 BROOKER RD	BRANDON	FL	33511	PC	EDUCATIONAL INSTITUTION	$500
CHRIST THE KING CATHOLIC CHURCH
821 S DALE MABRY HWY	TAMPA	FL	33609	PC	RELIGIOUS INSTITUTION	$15,000
CIMINO ELEMENTARY SCHOOL PTA
4329 CULBREATH ROAD	VALRICO	FL	33596	PC	EDUCATIONAL INSTITUTION	$500
COFFEE UNITING PEOPLE
16312 MILLIAN DE AVILA	TAMPA	FL	33613	PC	COMMUNITY SUPPORT	$5,000
FEEDING TAMPA BAY
3624 CAUSEWAY BLVD	TAMPA	FL	33619	PC	COMMUNITY SUPPORT	$5,000
FOUNDATION 12
1501 E 2ND AVENUE	TAMPA	FL	33560	PF	DONATION TO ANOTHER FOUNDATION PROVIDING ASSISTANCE TO INSTITUTIONS	$46,110
HART INC
505 CAYUGA ST	LEWISTON	NY	14092	GOV	COMMUNITY SUPPORT	$1,000
HEART LOVE & SOUL
939 ONTARIO AVE	NIAGRA FALLS	NY	14305	PC	PROVIDES ASSISTANCE TO THOSE IN NEED	$5,000
HOPE CHILDREN'S HOME
11415 HOPE INTERNATIONAL DRIVE	TAMPA	FL	33625	PC	MEDICAL INSTITUTION	$1,000
JOSEPH AND LAURA FAMILY FOUNDATION
1501 E 2ND AVENUE	TAMPA	FL	33605	PF	DONATION TO ANOTHER FOUNDATION PROVIDING ASSISTANCE TO INSTITUTIONS	$36,000
LEWISTON COUNCIL OF ARTS
145 N 4TH ST	LEWISTON	NY	14092	PC	ARTS INSTITUTION	$5,000
LEWISTON GARDEN CLUB
PO BOX 32	LEWISTON	NY	14092	PC	ARTS INSTITUTION	$5,000
LEWISTON JAZZ FESTIVAL
PO BOX 1522	LEWISTON	NY	14092	PC	ARTS PROMOTION	$2,500
METROPOLITAN MINISTRIES
2002 N FLORIDA AVE	TAMPA	FL	33602	PC	COMMUNITY SUPPORT	$5,000
MOUNT SAINT MARY'S HOSPITAL FOUNDATION
5300 MILITARY RD	LEWISTON	NY	14092	PC	MEDICAL INSTITUTION	$5,000
NIAGARA FALLS MEMORIAL HOSPITAL
621 10TH STREET	NIAGARA FALLS	NY	14302	PC	MEDICAL INSTITUTION	$5,000
OSC CHARITABLE FOUNDATION
333 GANSON ST	BUFFALO	NY	14203	PC	COMMUNITY SUPPORT	$5,000
OUR LADY OF PERPETUAL HELP
1711 E 11TH AVE	TAMPA	FL	33605	PC	RELIGIOUS INSTITUTION	$5,000
OUR LADY OF VICTORY
767 RIDGE ROAD	LACKAWANNA	NY	14218	PC	RELIGIOUS INSTITUTION	$10,000
RALPH WILSON NIAGARA COMMUNITY CENTER
435 N 2ND STREET	LEWISTON	NY	14092	PC	COMMUNITY SUPPORT	$2,000
SISTERS OF ST FRANCIS DEVELOPMENT FUND
4421 LOWER RIVER ROAD	STELLA NIAGARA	NY	14144	PC	RELIGIOUS INSTITUTION	$10,000
ST PETER RC CHURCH
620 CENTER ST	LEWISTON	NY	14092	PC	RELIGIOUS INSTITUTION	$15,000
ST FRANCIS HIGH SCHOOL
4129 LAKE SHORE RD	HAMBURG	NY	14075	PC	EDUCATIONAL INSTITUTION	$65,700
TORONTO ALL-STAR BIG BAND
				PC	EDUCATIONAL INSTITUTION	$10,000	3820 BLOOR ST W	TORONTO	ONTARIO	CA	M9B 1K8
UPPER MOUNTAIN VOLUNTEER FIRE DEPARTMENT
839 MOYER ROAD	LEWISTON	NY	14092	PC	COMMUNITY SUPPORT	$1,000
ANCHOR SCHOLARSHIP FOUNDATION
5520 GREENWICH RD SUITE 204A	VIRGINIA BEACH	VA	23462	PC	COMMUNITY SUPPORT	$100,000
ARTS CONSERVATORY FOR TEENS
1111 18TH AVENUE SOUTH	STPETERSBURG	FL	33705	PC	ARTS INSTITUTION	$5,000
BRIDGING FREEDOM
PO BOX 18984	TAMPA	FL	33679	PC	COMMUNITY SUPPORT	$10,000
CHABAD OF TAMPA
14908 PENNINGTON RD	TAMPA	FL	33624	PC	EDUCATIONAL INSTITUTION	$2,000
CLEVELAND CLINIC FOUNDATION
PO BOX 931517	CLEVELAND	OH	44193	PC	MEDICAL INSTITUTION	$50,000
FORGOTTEN ANGELS
3604 LITTLE STEARNS RD	LITHIA	FL	33596	PC	COMMUNITY SUPPORT	$1,000
GOSOFREE CHURCH INC
29502 SEA DAHLIA PASS	WESLEY CHAPEL	FL	33543	PC	RELIGIOUS INSTITUTION	$2,000
SISTER CLAIRE LEBOEUF
13133 ST FRANCIS LANE	THONOTOSASSA	FL	33592	PC	COMMUNITY SUPPORT	$5,000
PLATO ACADEMY TAMPA PTO INC
7705 GUNN HWY	TAMPA	FL	33625	PC	EDUCATION INSTITUTION	$500
ISRAEL TENNIS & EDUCATION CENTERS
3275 W HILLSBORO BLVD 102	DEERFIELD BEACH	FL	33442	PC	EDUCATION INSTITUTION	$500
LEGATUS
PO BOX 444	ANN ARBOR	MI	48106	PC	RELIGIOUS INSTITUTION	$4,200
MORNING STAR CATHOLIC SCHOOL
4661 80TH AVE N	PINELLAS PARK	FL	33781	PC	EDUCATION INSTITUTION	$1,000
NIAGARA UNIVERSITY
PO BOX 2008	NIAGARA UNIVERSITY	NY	14109	PC	EDUCATION INSTITUTION	$10,000
SUMNER GIRLS SOCCER
10650 COUNTY ROAD 672	RIVERVIEW	FL	33579	PC	COMMUNITY SUPPORT	$1,000
TAMPA BAY HISTORY CENTER
3314 MULLEN AVENUE	TAMPA	FL	33629	PC	ARTS INSTITUTION	$5,000
TAMPA BAY GENERAL HOSPITAL FOUNDATION INC
PO BOX 1289	TAMPA	FL	33601	PC	MEDICAL INSTITUTION	$90,000
THE SPRING OF TAMPA BAY
PO BOX 5147	TAMPA	FL	33675	PC	COMMUNITY SUPPORT	$1,000
UKRAINIAN CATHOLIC CHURCH
434 90TH AVE	STPETERSBURG	FL	33702	PC	RELIGIOUS INSTITUTION	$1,000
WHEELCHAIRS 4 KIDS
1200 S PINELLAS AVE SUITE 3	TARPON SPRINGS	FL	34689	PC	COMMUNITY SUPPORT	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$601,609	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)
Related Or Exempt Function Incm	$13	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$137,295	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$426,736	RelatedOrExemptFunctionIncmAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$97,956	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$662,000	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$662,000	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	THE ORGANIZATION USES CONTRIBUTIONS RECEIVED TO FUND ITS PRIMARY ACTIVITIES AND USES INVESTMENT INCOME TO PAY FOR MISCELLANEOUS OPERATING EXPENSES.
9	THE ORGANIZATION HAD A SPORTING CLAY SHOOTING FUNDRAISING EVENT.

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 (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd	Person ContributionPersonContributionInd
FRANCIS M WILLIAMS
1	1501 E 2ND AVENUE	TAMPA	FL	33605	$201,840	Yes (X)
FRANCIS M WILLIAMS
2	1501 E 2ND AVENUE	TAMPA	FL	33605	$10,000		Yes (X)
FRANCIS M WILLIAMS
3	1501 E 2ND AVENUE	TAMPA	FL	33605	$97,178	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	3,000 SHARES OF ALPHABET CL A STOCK (GOOGL), 500 SHARES OF META PLATFORMS STOCK (META),	$201,840	2025-08-11
3	2,250 SHARES OF APPLE STOCK (AAPL)	$97,178	2025-09-12

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$4,175	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STOCKS	StockNm
EOY Book Value	$3,999,792	EOYBookValueAmt
EOYFMV	$11,003,567	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	CROSS BOSS MEDIA LLC	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$100,000	BookValueAmt
EOYFMV	$100,000	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ARTWORK	$9,529	$9,529	$9,529
990-T TAX RECEIVABLE	$2,555	$2,555	$2,555

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	990-PF/T NET TAXES DUE	Desc
Amt	$8,240	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	FOREIGN TAXES	Desc
Revenue And Expenses Per Books	$751	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS	Desc
Revenue And Expenses Per Books	$97,956	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$97,956	AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	990-PF TAXES DUE	Desc
BOY Book Value	$1,379	BOYBookValueAmt
EOY Book Value	$8,219	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$16,820	$0	$0
MANAGEMENT FEES	$14,300	$0	$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	FRANCIS M WILLIAMS	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1501 E 2ND AVE	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33605	ZIPCd