2024-11-20T13:52:08-05:00 2024-09-30 201981316 LYNCH JOHNSON & LONG LLC 603 NORTH INDIAN RIVER DRIVE SUITE FORT PIERCE FL 34950 990PF 2023-10-01 590651084 BASIL L KING SCHOLARSHIP FOUNDATION INC BASI 7724652039 3600 NORTH MILTON ROAD FT PIERCE FL 34946 JIMMIE ANNE HAISLEY EXECUTIVE DIRECTOR 7724652039 2024-11-18 true true RICHARD L LYNCH P00104833 7724661040 2024-11-18 2023 2024-10-15 13:58:12Z X 6899927 X 36637 128550 128550 -443 1835640 164744 128550 24000 8000 16000 9500 3167 6333 37009 34676 2333 2035 70 254 85 169 3324 854 2470 76122 46782 27375 304458 304458 380580 46782 331833 -215836 81768 113218 151849 151849 256373 107075 107075 4959615 5991659 5991659 567334 649344 649344 5896540 6899927 6899927 0 X 5335735 6257850 560805 642077 5896540 6899927 5896540 6899927 5896540 -215836 1219223 6899927 6899927 172.777 SH ARTISAN INTL VALUE FUND P 2021-01-15 2024-05-02 8200 7540 660 660 103 SH ISHARES CORE S&P MID CAP ETF P 2021-04-08 2024-05-30 6019 5561 458 458 32.873 SH VANGUARD RUSSELL 1000 VAL P 2021-04-07 2024-05-03 9704 8925 779 779 307.945 SH ARTISAN INTL VALUE FUND P 2024-05-06 2024-05-30 15117 14917 200 200 85 SH ISHARES CORE S&P SM CAP ETF P 2022-05-27 2024-05-03 9020 8261 759 759 48.34 SH VANGUARD RUSSELL 1000 VAL P 2024-05-06 2024-05-30 14373 14349 24 24 1,895.447 SH DODGE & COX INCOME FUND P 2021-04-07 2024-05-06 23314 26896 -3582 -3582 109 SH ISHARES CORE S&P SM CAP ETF P 2024-05-07 2024-05-30 11645 11682 -37 -37 19,339.255 SH VANGUARD TOTAL BD MKT P 2020-04-20 2024-05-06 181789 216986 -35197 -35197 2,412.785 SH DODGE & COX INCOME FUND P 2021-04-07 2024-05-30 29629 34237 -4608 -4608 669.371 SH LOOMIS SAYLES GROWTH P 2022-03-30 2024-05-02 16500 16634 -134 -134 2,683.316 SH VANGUARD TOTAL BD MKT P 2020-05-28 2024-05-30 25089 30107 -5018 -5018 182.094 SH EATON VANCE ATLANTA P 2018-10-12 2024-05-02 7200 6681 519 519 2,256.346 SH LOOMIS SAYLES GROWTH P 2022-03-30 2024-05-06 57063 56070 993 993 24,845.7 SH WESTERN ASSET CORE PLUS P 2020-05-28 2023-11-22 218765 283721 -64956 -64956 49.09 SH EATON VANCE ATLANTA P 2018-12-05 2024-05-06 1968 1741 227 227 1,083.564 SH LOOMIS SAYLES GROWTH P 2022-03-30 2024-05-30 28216 26927 1289 1289 2,542.504 SH WESTERN ASSET CORE PLUS P 2022-11-23 2023-11-22 28551 23833 4718 4718 215.683 SH EATON VANCE ATLANTA P 2018-12-05 2024-05-30 8664 7279 1385 1385 444.469 SH NEUBERGER BERMAN LONG SH P 2024-05-06 2024-05-30 7916 7889 27 27 CAPITAL GAIN DISTRIBUTIONS P 51932 51932 51932 265,525.27 SH FED HERMES TREASURY P 2024-09-30 2024-09-30 265525 265525 772.605 SH PIMCO INCOME FUND P 2024-05-06 2024-05-30 8066 8120 -54 -54 416,763.72 SH FED HERMES TREASURY P 2024-09-30 2024-09-30 416764 416764 122.304 SH VANGUARD INST INDEX P 2019-08-29 2024-05-03 51007 48806 2201 2201 240.69 SH GLDMN SCHS GQP PRT INTL P 2022-03-30 2024-05-02 5300 4611 689 689 63.554 SH VANGUARD INST INDEX P 2019-08-29 2024-05-06 26839 24930 1909 1909 762.692 SH GLDMN SCHS GQP PRT INTL P 2024-05-06 2024-05-30 17397 16993 404 404 229.294 SH VANGUARD INST INDEX P 2019-08-29 2024-05-30 99578 89945 9633 9633 500.148 SH HARTFORD DIV & GROWTH P 2020-05-28 2024-05-02 16900 15099 1801 1801 71.4 SH VANGUARD INST GROWTH P 2020-03-20 2024-05-03 7588 7067 521 521 1,866.026 SH HARTFORD DIV & GROWTH P 2020-05-28 2024-05-06 64098 45783 18315 18315 179.35 SH VANGUARD INST GROWTH P 2024-05-06 2024-05-30 19811 19364 447 447 651.05 SH HARTFORD DIV & GROWTH P 2020-05-28 2024-05-30 22637 15557 7080 7080 21.802 SH VANGUARD RUSSELL 1000 GR P 2022-03-30 2024-05-03 14050 12436 1614 1614 82 SH ISHARES CORE S&P MID CAP ETF P 2021-04-08 2024-05-03 4746 4364 382 382 50.617 SH VANGUARD RUSSELL 1000 GR P 2022-03-30 2024-05-30 34660 30483 4177 4177 -443 57661 1137 1137 1137 1382 1382 245 245 false false false false false false false true true FL true false false false false true WWW.BASILKINGFOUNDATION.ORG JIMMIE ANNE HAISLEY 7724652039 3600 NORTH MILTON ROAD FT PIERCE FL 34946 false false false false false false false false false false false false false false false false false false false false FRANK H FEE III 426 AVENUE A FORT PIERCE FL 34950 CHAIRMAN,DIR 1.00 0 0 0 BRUCE ABERNETHY JR 130 S INDIAN RIVER DRIVE FORT PIERCE FL 34950 DIRECTOR 1.00 0 0 0 JIMMIE ANNE HAISLEY 3600 N MILTON ROAD FORT PIERCE FL 34946 EXECUTIVE DI 10.00 24000 0 0 ANN DECKER 3209 VIRGINIA AVENUE FORT PIERCE FL 34981 DIRECTOR 1.00 0 0 0 KAREN RIPPER 3600 N MILTON ROAD FORT PIERCE FL 34946 DIRECTOR 1.00 0 0 0 EILEAN CLARK 1812 AVENUE M FORT PIERCE FL 34950 DIRECTOR 1.00 0 0 0 CYNTHIA SHEELAR 3181 LINDA VISTA AVENUE FORT PIERCE FL 34982 DIRECTOR 1.00 0 0 0 RONALD CASON 501 SOUTH 10TH STREET FORT PIERCE FL 34950 DIRECTOR 1.00 0 0 0 NONE NONE SCHOLARSHIPS FOR STUDENTS PURSUING A CAREER IN THE MEDICAL PROFESSION 267821 INDIGENT JUVENILE MEDICAL CARE 36637 N/A 5732253 133863 4817 5870933 5870933 88064 5782869 289143 289143 1137 1137 288006 288006 288006 331833 331833 288006 22261 331833 22261 288006 21566 21566 0 21566 21566 BASIL L KING SCHOLARSHIP FOUNDATION 3600 NORTH MILTON ROAD FT PIERCE FL 34946 7724652039 JIMMIEHAISLEY@YAHOO.COM SCHOLARSHIPS - APPLICATION FORM, SCHOOL TRANSCRIPT, DECLARATION OF DOMICILE COMPLETED BY CLERK OF COURT. INDIGENT MEDICAL CARE - LIST OF ELIGIBLE CHILDREN AND EXPENSES PER THE MEDICAL PROVIDER. SCHOLARSHIP - APPLICATIONS ACCEPTED BEGINNING APRIL 15TH AND MUST BE RECEIVED BY JUNE 30TH. SCHOLARSHIP PROGRAM - STUDENT MUST BE A ST. LUCIE COUNTY, FLORIDA RESIDENT PURSUING STUDY IN HEALTH SCIENCES, MEDICINE, DENTISTRY OR PHARMACY. INDIGENT MEDICAL CARE - CHILDREN UNDER 14 YEARS OF AGE WHO ARE RESIDENTS OF ST. LUCIE COUNTY, FLORIDA. BROWARD COLLEGE 111 EAST LAS OLAS BLVD FORT LAUDERDALE FL 33301 GOV SCHOLARSHIP FOR MEDICAL STUDY 2300 CAPELLA UNIVERSITY 225 SOUTH 6TH STREET 9TH FLOOR MINNEAPOLIS MN 55402 PC SCHOLARSHIP FOR MEDICAL STUDY 5400 CHAMBERLAIN UNIVERSITY 1221 NORTH SWIFT ROAD ADDISON IL 60101 PC SCHOLARSHIP FOR MEDICAL STUDY -2379 DENVER COLLEGE OF NURSING 1401 19TH STREET DENVER CO 80202 PC SCHOLARSHIP FOR MEDICAL STUDY 4400 EASTERN KENTUCKY UNIVERSITY 521 LANCASTER AVENUE RICHMOND KY 40475 GOV SCHOLARSHIP FOR MEDICAL STUDY 7400 FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON FL 33431 GOV SCHOLARSHIP FOR MEDICAL STUDY 12700 FLORIDA A&M UNIVERSITY 1601 S ML KING JR BLVD TALLAHASSEE FL 32607 GOV SCHOLARSHIP FOR MEDICAL STUDY 10600 FLORIDA STATE UNIVERSITY 600 W COLLEGE AVENUE TALLAHASSEE FL 32306 GOV SCHOLARSHIP FOR MEDICAL STUDY 20100 FORTIS INSTITUTE 9022 S US HIGHWAY 1 PORT ST LUCIE FL 34952 PC SCHOLARSHIP FOR MEDICAL STUDY 2900 GALEN COLLEGE OF NURSING 10200 DR MLK JR STREET ST PETERBURG FL 33716 PC SCHOLARSHP FOR MEDICAL STUDY 2900 GEISINGER COMMONWEALTH SCHOOL OF MEDICINE 100 NORTH ACADEMY AVENUE DANVILLE PA 17822 PC SCHOLARSHIP FOR MEDICAL STUDY 7400 INDIAN RIVER STATE COLLEGE 3209 VIRGINIA AVENUE FORT PIERCE FL 34981 GOV SCHOLARSHIP FOR MEDICAL STUDY 74000 JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 PC SCHOLARSHIP FOR MEDICAL STUDY 7400 KEISER UNIVERSITY 1500 NW 49TH STREET FORT LAUDERDALE FL 33309 PC SCHOLARSHIP FOR MEDICAL STUDY 13900 NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVENUE FORT LAUDERDALE FL 33314 PC SCHOLARSHIP FOR MEDICAL STUDY 12800 PALM BEACH STATE COLLEGE 4200 CONGRESS AVENUE LAKE WORTH FL 33461 GOV SCHOLARSHIP FOR MEDICAL STUDY 7950 STETSON UNIVERSITY 421 N WOODLAND BLVD DELAND FL 32723 PC SCHOLARSHIP FOR MEDICAL STUDY 2900 SOUTH UNIVERSITY 9801 BELVEDERE ROAD ROYAL PALM BEACH FL 33411 PC SCHOLARSHIP FOR MEDICAL STUDY 5400 UNIVERSITY OF CENTRAL FLORIDA 4000 CENTRAL FLORIDA BLVD ORLANDO FL 32816 GOV SCHOLARSHIP FOR MEDICAL STUDY 20500 UNIVERSITY OF FLORIDA 201 CRISER HALL GAINESVILLE FL 32611 GOV SCHOLARSHIP FOR MEDICAL STUDY 10300 UNIVERSITY OF MEDICINE AND HEALTH SCIENCES 275 7TH AVENUE 26TH FLOOR NEW YORK NY 10001 PC SCHOLARSHIP FOR MEDICAL STUDY 7400 UNIVERSITY OF NORTH FLORIDA 1 UNF DRIVE JACKSONVILLE FL 32224 GOV SCHOLARSHIP FOR MEDICAL STUDY 4400 UNIVERSITY OF SOUTH FLORIDA 4202 E FOWLER AVENUE TAMPA FL 33620 GOV SCHOLARSHIP FOR MEDICAL STUDY 10950 UNIVERSITY OF ST AUGUSTINE 1 UNIVERSITY BOULEVARD ST AUGUSTINE FL 32086 PC SCHOLARSHIP FOR MEDICAL STUDY 5400 UNIVERSITY OF WEST FLORIDA 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 GOV SCHOLARSHIP FOR MEDICAL STUDY 10800 POWER ORTHODONTICS 900 SE OCEAN BLVD SUITE 222-C STUART FL 34994 NC DENTAL CARE FOR CHILDREN W/ FIN NEED 2080 IRSC FOUNDATION 3209 VIRGINIA AVENUE FORT PIERCE FL 34981 PC DENTAL CARE FOR CHILDREN W/ FIN NEED 34557 304458 14 128550 14 -443 128107 128107 false false false false false false false false false false X X 1 YEARSLEY MEMORIAL FUND TUW DTD8759 C/O TRUIST BANK 333 S GARLAND AVENUE 17TH FLOOR ORLANDO FL 32801 36637 X PROFESSIONAL FEES - ACCOUNTING 9500 3167 6333 ISHARES CORE S&P MID-CAP ETF 120278 120278 ISHARES CORE S&P SMALL-CAP ETF 246318 246318 ARTISAN INTERNATIONAL VALUE FUND 241522 241522 DODGE & COX INCOME FUND 794682 794682 EV ATLANTA CAPITAL SMID CAP FUND 188802 188802 GOLDMAN SACHS GQG PARTNERS 229600 229600 HARTFORD DIVIDEND AND GROWTH FUND 362943 362943 LOOMIS SAYLES GROWTH FUND 374208 374208 NEUBERGER BERMAN LONG SHORT FUND 176594 176594 PIMCO INCOME FUND 299930 299930 VANGUARD INSTITUTIONAL INDEX FUND 1306481 1306481 VANGUARD INTERNATIONAL GROWTH FUND 239315 239315 VANGUARD RUSSELL 1000 GROWTH INDEX 370681 370681 VANGUARD RUSSELL 1000 VALUE INDEX FD 311705 311705 VANGUARD TOTAL BOND MARKET INDEX FD 728600 728600 WESTERN ASSET CORE PLUS BOND BENEFICIAL INTEREST IN TRUST 560805 642077 642077 ACCRUED INTEREST & DIVIDENDS 5511 4122 4122 SCHOLARSHIP REFUND RECEIVABLE 2900 2900 PREPAID EXCISE TAXES 1018 245 245 EXPENSES INSURANCE 763 763 OFFICE SUPPLIES AND POSTAGE 338 113 225 OTHER EXPENSES 2223 741 1482 UNREALIZED GAINS ON INVESTMENTS 1137951 INCREASE IN BENEFICIAL INTEREST IN A TRUST 81272 MARKETING SOCIAL MEDIA 3500 1167 2333 TRUIST BANK - TRUST FEES 33509 33509 LICENSES 70 70 EXCISE TAX 1965