Totals
- Total revenue
- $400,294
- Total expenses
- $58,559
- Contributions and grants received
- $1,517
- Grants paid
- $20,100
- Program service revenue
- $0
- Investment income
- $398,777
- Other revenue
- $0
- Total assets, end of year
- $5,378,744
- Total liabilities, end of year
- $35,617
- Net assets or fund balances, end of year
- $5,343,127
- Program services expenses (Part IX)
- $20,100
- Management and general expenses
- $38,459
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $20,100
Program services were 34.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,517
-
3 · Investment income
total $287,109 · excluded $287,109
-
7a · Gross sales of assets other than inventory
securities $893,272
-
7b · Less cost or other basis and sales expenses
securities $781,604
-
7c · Gain or loss
securities $111,668
-
7d · Net gain or loss
total $111,668 · excluded $111,668
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $20,100 · program services $20,100
-
11f · Fees: investment management
total $34,671 · management and general $34,671
-
11g · Fees: other
total $1,750 · management and general $1,750
-
22 · Depreciation, depletion and amortization
total $611 · management and general $611
-
24a · Other expenses: BANK FEES
total $1,427 · management and general $1,427
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $34,897
-
2 · Savings and temporary cash investments
beginning of year $231,468 · end of year $183,621
-
9 · Prepaid expenses and deferred charges
beginning of year $500 · end of year $500
-
10a · Land, buildings and equipment: cost or other basis
$8,555
-
10b · Land, buildings and equipment: accumulated depreciation
$8,555
-
10c · Land, buildings and equipment, net
beginning of year $611 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $4,445,841 · end of year $4,860,268
-
15 · Other assets
beginning of year $268,819 · end of year $299,458
-
25 · Other liabilities
beginning of year $33,417 · end of year $35,617
-
27 · Net assets without donor restrictions
beginning of year $726,186 · end of year $792,952
-
28 · Net assets with donor restrictions
beginning of year $4,187,636 · end of year $4,550,175
Mission and programs · 2024
Mission
DANIEL FOUNDATION EXISTS TO SEE THE FURTHERANCE OF CHARITABLE, SCIENTIFIC, AND EDUCATION ACTIVITIES IN THE LOCAL COMMUNITY.
-
TO PROVIDE COLLEGE SCHOLARSHIPS TO THE CLIENTS OF DANIEL MEMORIALINC. FOR FISCAL YEAR 2024-2025, 8 REQUESTS FOR SCHOLARSHIPS WAS RECEIVED.
Expenses $20,100 · Grants $20,100
As filed on the 2024 return.
Listed in Part VII
-
Barry HallBARRY HALL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Besty C CoxBESTY C COX
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian CoughlinBRIAN COUGHLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
C Jeanine FicklingC JEANINE FICKLING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christine SweetCHRISTINE SWEET
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Clarence HoustonCLARENCE HOUSTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dan JacksonDAN JACKSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
David R AshleyDAVID R ASHLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David WinslowDAVID WINSLOW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dr Matthew RobinsonDR MATTHEW ROBINSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Erin ColledgeERIN COLLEDGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Honorable Timothy J CorriganHONORABLE TIMOTHY J CORRIGAN
VICE-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
J Matt EnglandJ MATT ENGLAND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jackie CookJACKIE COOK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James Peavey JrJAMES PEAVEY JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jim GriffinJIM GRIFFIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John-Paul SaenzJOHN-PAUL SAENZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joni PoitierJONI POITIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jordan McCraryJORDAN MCCRARY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Justin MaryakJUSTIN MARYAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn McKieKATHRYN MCKIE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kirby H GriffinKIRBY H GRIFFIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lewis HunterLEWIS HUNTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paula WrightPAULA WRIGHT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Phillip A BuhlerPHILLIP A BUHLER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Sheperd ColledgeSHEPERD COLLEDGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan J BatehSUSAN J BATEH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Felipe PiaFELIPE PIA
CFO
- Total calculated
- $137,673
- From this org
- $0
- From related orgs
- $135,939
- Other
- $1,734
- Hours/week
- 4 + 36 related
-
Lesley WellsLESLEY WELLS
PRESIDENT/CEO
- Total calculated
- $165,280
- From this org
- $0
- From related orgs
- $162,300
- Other
- $2,980
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $157,500 related
- Bonus
- $0
- Other
- $0 + $4,800 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $2,980 related
- Filer's total
- $0 + $165,280 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · CHILD SVCS · FL · controlled entity
-
DANIEL MEMORIAL PROPERTIES INC
501(C)(2) · HOLDS PROP · FL · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601109349301150
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