2025-07-16T03:59:05-07:00 2025-05-31 822944434 South Georgia Accounting Group 1705 Knight Avenue Waycross Waycross GA 31501 990PF 2024-06-01 586033825 MONROE WELFARE FOUNDATION MONR 9122835857 2017 SUNRISE DRIVE FERNANDINA BEACH FL 32034 MOI MONROE OFFICER 9122835857 2025-06-23 true true SHAWN R HOWELL P01055574 9122835857 2025-07-16 2024 2025-03-06 01:10:19Z X 2990469 X X 1928 1928 1928 76861 76861 76861 247375 6986 0 0 78789 326164 85775 0 1750 1750 1750 1750 19684 19684 19684 19684 2643 2643 2643 2643 0 15 15 15 15 24092 24092 24092 24092 106800 106800 130892 24092 24092 130892 -52103 302072 61683 249991 97292 97292 0 0 954983 1302816 2893177 0 0 0 0 0 0 1204974 1400108 2990469 0 0 139 0 139 0 X 236500 236500 968335 1163608 1204835 1400108 1204974 1400108 1204835 -52103 247376 1400108 1400108 US TREASURY BILL P 2024-02-27 2024-06-25 202000 0 201029 971 0 0 0 971 BANK OF AMERICA STOCK P 1992-01-02 2024-06-13 125802 0 22357 103445 0 0 0 103445 US TREASURY BILL P 2024-06-25 2024-07-30 203000 0 202006 994 0 0 0 994 JOHNSON AND JOHNSON CALL P 2024-07-15 2024-07-15 5100 0 5100 0 0 0 0 0 BANK OF AMERICA P 1992-01-02 2024-08-21 19306 0 3472 15834 0 0 0 15834 JOHNSON AND JOHNSON CALL P 2024-08-21 2024-08-21 1875 0 1875 0 0 0 0 0 SECTOR ENERGY SELECT P 2021-08-25 2024-08-21 17800 0 9772 8028 0 0 0 8028 US TREASURY BILL P 2024-07-31 2024-09-03 204000 0 203017 983 0 0 0 983 US TREASURY BILL P 2024-09-04 2024-10-08 300000 0 298603 1397 0 0 0 1397 US TREASURY BILL P 2024-10-09 2024-11-12 300000 0 298708 1292 0 0 0 1292 US TREASURY BILL P 2024-11-29 2024-12-31 300000 0 298908 1092 0 0 0 1092 US TREASURY BILL P 2025-01-02 2025-02-04 300000 0 298890 1110 0 0 0 1110 JOHNSON AND JOHNSON P 2025-03-04 2025-03-04 84613 0 84613 0 0 0 0 0 US TREASURY BILL P 2025-02-05 2025-03-06 300000 0 299015 985 0 0 0 985 JOHNSON AND JOHNSON P 1985-09-17 2025-03-04 84537 0 2146 82391 0 0 0 82391 ENERGY SELECT ETF P 2020-12-30 2025-05-06 64422 0 33731 30691 0 0 0 30691 US TREASURY BILL P 2025-04-02 2025-05-08 150000 0 149382 618 0 0 0 618 INTEL CORP P 2024-12-02 2025-05-15 21452 0 23908 -2456 0 0 0 -2456 UNITED HEALTH GROUP P 2025-05-19 2025-05-19 27193 0 27193 0 0 0 0 0 247375 6986 4199 0 4199 0 4199 2216 2216 2216 1983 0 false false false false false false false true true GA true false false false false true N/A SHAWN R HOWELL 9122835857 1705 KNIGHT AVE WAYCROSS GA 31501 false false false false false false false false false false false false false false false false false false false false WILLIAM J MONROE III 2 LEE HALL DRIVE SAVANNAH GA 31419 TRUSTEE 1.00 0 0 0 MOI M MONROE III 2017 SUNRISE DRIVE FERNANDINA BEACH FL 32034 TRUSTEE 5.00 0 0 0 CAROLYN HOPKINS 46 MARSH CREEK ROAD AMELIA ISLAND FL 32034 TRUSTEE 1.00 0 0 0 CHERYL MONROE 2017 SUNRISE DRIVE AMELIA ISLAND FL 32034 TRUSTEE 1.00 0 0 0 WILLIAM J MONROE JR 863 DANCY AVENUE SAVANNAH GA 31419 TRUSTEE 1.00 0 0 0 HANNAH FRANKLIN 8334 RUDDER FALLS WAY KNOXVILLE TN 37919 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 2771716 267081 0 3038797 0 3038797 45582 2993215 149661 149661 4199 4199 145462 145462 145462 130892 130892 145462 107652 140546 142443 164447 114440 669528 130892 0 130892 800420 0 0 0 145462 107652 692768 140546 142443 164447 114440 130892 NA NA MOI MONROE 2017 SUNRISE DRIVE FERNANDINA BEACH FL 32034 9122835857 FINANCIAL INFORMATION, TAX EXEMPT NUMBER, PURPOSE NONE RESTRICTED TO NORTH FLORIDA/SE GEORGIA CHILDERS FAMILY YMCA PLANT AVE WAYCROSS GA 31501 PAID EXEMPT PURPOSE 7000 CORD OF THREE 419 MAIN STREET BLACKSHEAR GA 31516 PAID EXEMPT PURPOSE 6000 BRANTLEY COUNTY BOE HIGHWAY 84 HOBOKEN GA 31542 PAID EXEMPT PURPOSE 14000 OKEFENOKEE FCA 3319 KATIE DRIVE BLACKSHEAR GA 31516 PAID EXEMPT PURPOSE 1000 HOOVES OF FREEDOM 6671 OAK RIDGE TRAIL BLACKSHEAR GA 31516 PAID EXEMPT PURPOSE 2000 SATILLA ADVOCACY SERVICES 605 CHURCH STREET WAYCROSS GA 31501 PAID EXEMPT PURPOSE 1000 WOLFSON CHILDRENS HOSPITAL 800 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 PAID EXEMPT PURPOSE 7250 HOSPICE SATILLA 317 PLANT AVE WAYCROSS GA 31501 PAID EXEMPT PURPOSE 5000 MCARTHUR FAMILY YMCA 1915 CITRONA DRIVE FERNANDINA BEACH FL 32034 PAID EXEMPT PURPOSE 5000 OKEFENOKEE SWAMP PARK US 1 SOUTH WAYCROSS GA 31503 PAID EXEMPT PURPOSE 6000 1ST UNITED METHODIST CHURCH WILLIAM STREET WAYCROSS GA 31502 PAID EXEMPT PURPOSE 2500 BOYS TO MEN BRISTOL HIGHWAY PATTERSON GA 31557 PAID EXEMPT PURPOSE 5000 PIERCE COUNTY BOE 834 E MAIN STREET BLACKSHEAR GA 31516 PAID EXEMPT PURPOSE 14000 BAPTIST COLLEGIATE MINISTRIES 1522 N Oak St VALDOSTA GA 31602 PAID EXEMPT PURPOSE 500 EFFINGHAM BACKPACK BUDDIES 1290 HIGHWAY 119 SPRINGFIELD GA 31329 PAID EXEMPT PURPOSE 2500 MEMORIAL DRIVE SCHOOL MEMORIAL DRIVE WAYCROSS GA 31501 PAID EXEMPT PURPOSE 750 BETHESDA ACADEMY SAVANNAH 9520 Ferguson Ave SAVANNAH GA 31406 PAID EXEMPT PURPOSE 5000 CHANDLER HOPE CLOSET 1303 CHANDLER FERNANDINA BEACH FL 32034 PAID EXEMPT PURPOSE 2500 0 0 WARE COUNTY BOE 1301 BAILEY STREET WAYCROSS GA 31501 PAID EXEMPT PURPOSE 14000 0 0 OATH 402 BRUNEL STREET WAYCROSS GA 31501 PAID EXEMPT PURPOSE 5000 WACT 309 PENDLETON STREET WAYCROSS GA 31501 PAID EXEMPT PURPOSE 800 106800 1928 76861 78789 78789 4 INVESTMENT INCOME IS USED FOR TAX EXEMPT CHARITABLE DONATIONS 5 INVESTMENT INCOME IS USED FOR TAX EXEMPT CHARITABLE DONATIONS false false false false false false false false false false CROSBY HENDRY AND HOWELL CPAS ACCOUNTING 1750 1750 1750 1750 AMAZON 28502 41002 APPLE 17166 30128 BANK OF AMERICA 29760 132390 CHEVRON 71114 218720 DOMINION ENERGY 34097 39669 JOHNSON & JOHNSON 15431 736471 KENVUE INC 1094 48886 MICROSOFT 20626 230180 NEXTERA ENERGY 55536 70640 PFIZER 19190 11745 PROCTOR AND GAMBLE 15174 42473 SOUTHERN COMPANY 43543 315000 UNITEDHEALTH GROUP 74688 60382 VERIZON 45869 43960 FIRST TRUST 17020 17955 US DIVIDEND EQUITY ETF 85905 83744 VANECK 19695 20982 DIVIDEND APPRECIATION INDEX ETF 160699 197930 VANGUARD S&P 500 71840 74221 VANGUARD GROWTH ETF 65147 70646 BANK OF AMERICA CORP DEP 62953 58497 US TREASURY BILL 316697 317326 ISHARES PREFERRED 31070 30230 PPD TAXES 0 0 0 ADVERTISMENT 15 15 15 15 OFFICE EXPENSE OTHER INCOME GAIN IN STOCK SALES 247376 TAXES DUE STIFEL ADIVISORY FEES 19684 19684 19684 19684 EXCISE TAX 2643 2643 2643 2643