2025-02-19T11:28:42-06:00 2023-12-31 910189318 MOSS ADAMS LLP 2707 COLBY AVENUE SUITE 801 EVERETT WA 98201 990PF 2023-01-01 851059540 THE NORMAN FAMILY FOUNDATION INC NORM 8635770210 PO BOX 6899 LAKELAND FL 33807 S ANDREW NORMAN PRESIDENT & DIRECTOR 8635770210 2025-02-19 1 0 EMINA O CRESSWELL CPA P01217304 4252597227 2025-02-19 2023 2025-03-06 01:10:19Z X 1588013 X 758609 35912 35912 -6553 80294 0 787968 35912 77822 0 71109 3025 756 2269 3858 3858 0 411 41 0 48885 0 23 134001 4655 73401 523005 653860 657006 4655 727261 130962 31257 756229 803024 803024 1500 803508 461478 489806 0 290129 295183 1561237 1554631 1588013 9663 2950 555910 425055 565573 428005 X 0 0 0 0 995664 1126626 995664 1126626 1561237 1554631 995664 130962 0 1126626 0 1126626 CAPITAL GAINS 45 45 PUBLICLY TRADED SECURITIES 80294 86892 -6598 -6598 -6553 434 0 434 0 434 195 0 375 0 570 0 136 136 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 0 0 0 0 0 1 HTTPS://WWW.NORMANFAMILY.FOUNDATION RACHEL HALL 8635770210 PO BOX 6899 LAKELAND FL 33807 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 S ANDREW NORMAN PO BOX 6899 LAKELAND FL 33807 PRESIDENT & DIRECTOR 10.00 0 0 0 SHERYL NORMAN PO BOX 6899 LAKELAND FL 33807 DIRECTOR 5.00 0 0 0 S ADAM NORMAN PO BOX 6688 LAKELAND FL 33807 DIRECTOR 10.00 0 0 0 LESLIE NORMAN PO BOX 6688 LAKELAND FL 33807 DIRECTOR 5.00 0 0 0 NATHAN D BREWER PO BOX 6688 LAKELAND FL 33807 DIRECTOR 15.00 77822 0 0 NONE 0 NONE 0 0 792320 230065 0 1022385 0 0 1022385 15336 1007049 50352 50352 434 434 49918 0 49918 0 49918 727261 0 727261 49918 0 0 4065 604463 73036 681564 727261 0 0 0 49918 677343 0 0 1358907 0 0 0 0 0 0 0 1358907 4065 604463 73036 677343 S ANDREW NORMAN S ADAM NORMAN X BARTOW KIWANIS FOUNDATION PO BOX 1021 BARTOW FL 33831 NONE PC BARTOW KIWANIS IS DEDICATED TO SERVING THE COMMUNITY, ESPECIALLY THE CHILDREN, THROUGH SERVICE PROJECTS AND FUNDING TO LIKE-MINDED ORGANIZATIONS 5000 CAMPUS OUTREACH CENTRAL FL 301 N FLORIDA AVENUE LAKELAND FL 33801 NONE PC COLLEGE MINISTRY WHOSE AIM IS TO CHANGE THE WORLD THROUGH EVANGELISM AND DISCIPLESHIP. 5500 FCA WEST CENTRAL FLORIDA PO BOX 1971 LAKELAND FL 33801 NONE PC FELLOWSHIP OF CHRISTIAN ATHLETES, CAMPS, CAMPUS, VOLUNTEERS AND COACHES 5500 FSU FOUNDATION 325 W COLLEGE AVENUE TALLAHASSEE FL 32301 NONE PC THE FLORIDA STATE UNIVERSITY FOUNDATIONS MISSION IS TO ENHANCE THE ACADEMIC VISION AND PRIORITIES OF FSU THROUGH ITS ORGANIZED FUNDRAISING ACTIVITIES AND FUNDS MANAGEMENT. THE FSU FOUNDATION ACCOMPLISHES ITS MISSION BY: FOSTERING RELATIONSHIPS WITH ALUMNI AND FRIENDS, ADVOCATING CHARITABLE GIVING AND RAISING FUNDS ON BEHALF OF FSU; SOLICITING CONTRIBUTIONS FOR ACADEMIC PURPOSES AS PART OF FSUS OVERALL ADVANCEMENT EFFORT; INVESTING AND DISBURSING FUNDS TO MEET CURRENT AND FUTURE NEEDS OF FSU; AND STRENGTHENING RELATIONSHIPS WITH DONORS TO FSU. 40000 GENEVA COUNTY SCHOOLS PO BOX 250 GENEVA AL 36340 NONE PC THE GENEVA REGIONAL CAREER TECHNICAL CENTER IS A PARTNERSHIP BETWEEN THE NATIONAL GUARD, GENEVA CITY AND GENEVA COUNTY SCHOOLS DISTRICTS, AND THE ALABAMA TWO-YEAR COLLEGE SYSTEM. THE CENTER OFFICIALLY OPENED IN THE FALL OF 2017, AND OFFERS STUDENTS THE OPPORTUNITY TO EARN COLLEGE CREDIT AND INDUSTRY CERTIFICATIONS. PROGRAMS OFFERED INCLUDE EDUCATION AND TRAINING, HEALTH SCIENCES, AUTO REPAIR, AVIATION TECHNOLOGY AND WELDING. 3000 GIVEWELL COMMUNITY FOUNDATION 1501 SOUTH FLORIDA AVENUE LAKELAND FL 33803 NONE PC FOUNDED FROM A DESIRE TO GIVE BACK DIRECTLY TO THE OPERATIONS OF LOCAL CHARITIES IN THE LAKELAND COMMUNITY [AND HAVE A LITTLE FUN DOING IT]. EVERY YEAR THE CHARITIES WILL CHANGE, BUT THE MISSION REMAINS THE SAME - EVERY DOLLAR GOES TO CHARITY. 1000 GOOD SHEPHERD HOSPICE INC 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 NONE PC HOSPICE CARE IS A PHILOSOPHY OR APPROACH TO CARE, RATHER THAN A PLACE WHERE SOMEONE RECEIVES CARE. HOSPICE SERVICES MAY BE PROVIDED IN A PERSONS HOME, A NURSING HOME, AN ASSISTED LIVING CENTER, A HOSPITAL OR AN INDEPENDENT LIVING FACILITY. 10000 KRISTINA PAUL PO BOX 6899 LAKELAND FL 33807 NONE I BEREAVEMENT GIFT TO ASSIT AFTER THE PASSING OF HER HUSBAND 1000 LAKELAND VOLUNTEERS IN MED 600 WEST PEACHTREE STREE LAKELAND FL 33815 NONE PC LAKELAND VOLUNTEERS IN MEDICINE (LVIM) IS A VOLUNTEER-RUN MEDICAL CLINIC THAT PROVIDES FREE, HIGH QUALITY OUT-PATIENT MEDICAL, DENTAL, AND MENTAL HEALTH CARE TO THE WORKING UNINSURED OF POLK COUNTY IN A COMPASSIONATE MANNER. 2500 MULBERRY YOUTH BASEBALL INC PO BOX 504 MULBERRY FL 33860 NONE PC IT IS OUR MISSION TO PROVIDE A FUN AND COMPETITIVE ENVIRONMENT WHILE TEACHING THE APPROPRIATE SKILLS AND RULES FOR THE GAME OF BASEBALL AND SOFTBALL. WE ENCOURAGE GOOD SPORTSMANSHIP, TEAMWORK AND RESPECT FOR ALL PLAYER, COACHES AND PARENTS IN ORDER TO DEVELOP THE YOUTH OF THE PROGRAM INTO STRONG, HEALTHY, RESPECTFUL CITIZENS OF OUR COMMUNITY. 1100 POLK COUNTY POLICE CHIEFS PO BOX 345 WINTER HAVEN FL 33882 NONE PC THE FOUNDATION IS A 501(C)(3) CHARITABLE ENTITY AND ALL PROCEEDS FROM THE EVENT WILL BE UTILIZED TO FURTHER THE MISSION OF PROVIDING PARTIAL COLLEGE OR ACADEMY SCHOLARSHIPS TO CHILDREN OF LAW ENFORCEMENT OFFICERS IN POLK COUNTY. 1000 PREGNANCY CARE CENTER 304 N COLLINS STREET PLANT CITY FL 33563 NONE PC THE MISSION OF PREGNANCY CARE CENTER OF PLANT CITY IS TO SHARE GOD'S COMPASSION AND PROVISION TO THOSE FACING AN UNEXPECTED PREGNANCY AND TO UPHOLD THE SANCTITY OF HUMAN LIFE. 1000 SCHOOL BOARD OF POLK COUNTY PO BOX BARTOW FL 33831 NONE PC OUR MISSION IS TO INTRODUCE ALL THINGS AEROSPACE IN HOPES THAT THE STUDENT WILL TAKE AN INTEREST IN A BROAD RANGE OF AEROSPACE CAREERS. 600 THE 360 CHURCH INC 5250 MCINTOSH ROAD SUITE A SARASOTA FL 34233 NONE PC PROVIDE MINISTRIES WITH FINANCIAL RESOURCES TO REACH FAMILIES WITH THE GOSPEL 5000 K TURNER 316 BLVD ANDERSON SC 29621 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 500 N MORRELL 6505 ODOM RD LAKELAND FL 33810 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 3500 N ELY 4700 RESEARCH WAY LAKELAND FL 33805 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 250 N THORN 111 LAKE HOLLINGSWORTH DR LAKELAND FL 33801 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 500 J CATALANO 282 CHAMPIONS WAY A2201 TALLAHASSEE FL 32306 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1500 O ZORRILLA 282 CHAMPIONS WAY A2201 TALLAHASSEE FL 32306 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1000 B ROSENBAUER 1111 FOREST PARK ST LAKELAND FL 33803 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1000 G PAGLIARO 1111 FOREST PARK ST LAKELAND FL 33803 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1000 G PATTON 1111 FOREST PARK ST LAKELAND FL 33803 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1000 J HALL 1111 FOREST PARK ST LAKELAND FL 33803 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 5000 T REID 1000 LONGFELLOW BLVD LAKELAND FL 33801 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 500 FCA - WEST FLORIDA ATHLETICS FELLOWSHIP CHRISTIAN ATHLETES PO BOX 1971 LAKELAND FL 33802 NONE PC FELLOWSHIP OF CHRISTIAN ATHLETES, CAMPS, CAMPUS, VOLUNTEERS AND COACHES 100500 CAMPUS OUTREACH CENTRAL FLORIDA 301 N FLORIDA AVENUE LAKELAND FL 33801 NONE PC COLLEGE MINISTRY WHOSE AIM IS TO CHANGE THE WORLD THROUGH EVANGELISM AND DISCIPLESHIP. 5500 FAMILY MATTERS 387 SEMINOLE ST CLERMONT FL 34711 NONE PC TO ASSIST IN EQUIPPING FAMILIES AND INDIVIDUALS WITH COUNSELING, EDUCATION, TOOLS, AND RESOURCES TO SUCCESSFULLY NAVIGATE THROUGH EXTRAORDINARY LIFE SITUATIONS 5000 KIDS PACK 3725 FRONTAGE ROAD NORTH SUITE 1 LAKELAND FL 33810 NONE PC TO SUPPORT DISADVANTAGED YOUTH BY GIVING THEM A BACKPACK OF NUTRITIOUS FOOD EACH FRIDAY 1500 HUDDLE TOUCH PO BOX 6958 BRANDON FL 33511 NONE PC TO MENTOR AT-RISK YOUTH FOOTBALL PLAYERS AND PROVIDE THEM WITH PRE-GAME MEALS 2500 LAKELAND VOLUNTEERS IN MEDICINE 600 W PEACHTREE ST LAKELAND FL 33815 NONE PC TO PROVIDE FREE HIGH-QUALITY MEDICAL CARE TO THE WORKING UNINSURED OF POLK COUNTY 500 HIS HOUSE HOPE 4228 CELIA CIRCLE WEST LAKELAND FL 33813 NONE PC TO SERVE, EQUIP, AND EMPOWER THE NEW AND EXPECTING MOTHERS TO LIVE AND A THRIVING LIFE 150000 FIRST PRESBYTERIAN 175 LAKE HOLLINGSWORTH DRIVE LAKELAND FL 33803 NONE PC PROVIDE MINISTRIES WITH FINANCIAL RESOURCES TO REACH FAMILIES WITH THE GOSPEL 155000 FIRST BAPTIST CHURCH - TALLAHASSEE 108 W COLLEGE AVE TALLAHASSEE FL 32301 NONE PC PROVIDE MINISTRIES WITH FINANCIAL RESOURCES TO REACH FAMILIES WITH THE GOSPEL 35000 ACE MENTORSHIP - POLK COUNTY 205 CENTURY BLVD BARTOW FL 33830 NONE PC TO SUPPORT THEIR MISSION TO ENGAGE, EXCITE AND ENLIGHTEN HIGH SCHOOL STUDENTS TO PURSUE CAREERS IN ARCHITECTURE, ENGINEERING, AND CONSTRUCTION THROUGH MENTORING AND CONTINUED SUPPORT FOR THEIR ADVANCEMENT INTO THE INDUSTRY 28000 FOREVER HOME 1646 W SNOW AVE 149 TAMPA FL 33606 NONE PC GRANTS TO FAMILIES DEEP IN THE PROCESS OF ADOPTIONS 5000 HIGHLAND PARK CHURCH 4777 LAKELAND HIGHLANDS RD LAKELAND FL 33813 NONE PC PROVIDE MINISTRIES WITH FINANCIAL RESOURCES TO REACH FAMILIES WITH THE GOSPEL 50000 FFA 5000 FIRETOWER ROAD HAINES CITY FL 33844 NONE PC FLORIDA FUTURE FARMERS OF AMERICA FOUNDATION INC. PARTNERSHIPS WITH IND, EDUCATION, GOVERNMENT FOUNDATIONS AND INDIVIDUALS TO SECURE RESOURCES FOR THE FUTURE EDUCATION, AGRICULTURE AND STUDENT LEADER DEVELOPMENT 13410 SOUTH LAKELAND BABE RUTH LEAGUE 3930 BALL PARK ROAD LAKELAND FL 33812 NONE PC YOUTH BASEBALL LEAGUE 4000 653860 ACE MENTOR PROGRAM CENTRAL FL 205 CENTURY BLVD BARTOW FL 33830 NONE PC THE MISSION OF THE ACE MENTOR PROGRAM IS TO ENGAGE, EXCITE, AND ENLIGHTEN HIGH SCHOOL STUDENTS TO PURSUE CAREERS IN ARCHITECTURE, ENGINEERING, AND CONSTRUCTION THROUGH MENTORING AND TO SUPPORT THEIR CONTINUED ADVANCEMENT IN THE INDUSTRY. 17011 ACE MENTOR PROGRAM POLK COUNTY 201 N NEW YORK AVE 100 WINTER PARK FL 32789 NONE PC THE MISSION OF THE ACE MENTOR PROGRAM IS TO ENGAGE, EXCITE, AND ENLIGHTEN HIGH SCHOOL STUDENTS TO PURSUE CAREERS IN ARCHITECTURE, ENGINEERING, AND CONSTRUCTION THROUGH MENTORING AND TO SUPPORT THEIR CONTINUED ADVANCEMENT IN THE INDUSTRY. 21264 ACE MENTOR PROGRAM TAMPA BAY 4509 N NEBRASKA AVE TAMPA FL 33603 NONE PC THE MISSION OF THE ACE MENTOR PROGRAM IS TO ENGAGE, EXCITE, AND ENLIGHTEN HIGH SCHOOL STUDENTS TO PURSUE CAREERS IN ARCHITECTURE, ENGINEERING, AND CONSTRUCTION THROUGH MENTORING AND TO SUPPORT THEIR CONTINUED ADVANCEMENT IN THE INDUSTRY. 21264 FAMILY MATTERS 387 SEMINOLE STREET CLERMONT FL 34711 NONE PC CAMPUS OUTREACH IS A COLLEGE MINISTRY WHOSE AIM IS TO CHANGE THE WORLD THROUGH EVANGELISM AND DISCIPLESHIP. 5000 FCA WEST CENTRAL FLORIDA PO BOX 1971 LAKELAND FL 33801 NONE PC FELLOWSHIP OF CHRISTIAN ATHLETES, CAMPS, CAMPUS, VOLUNTEERS AND COACHES 100000 FIRST BAPTIST CHURCH PO BOX 337 BOCA GRANDE FL 33921 NONE PC PROVIDE MINISTRIES WITH FINANCIAL RESOURCES TO REACH FAMILIES WITH THE GOSPEL 30000 FIRST PRESBYTERIAN CHURCH 175 LAKE HOLLINGSWORTH DRIVE LAKELAND FL 33803 NONE PC PROVIDE MINISTRIES WITH FINANCIAL RESOURCES TO REACH FAMILIES WITH THE GOSPEL 150000 FLORIDA FFA FOUNDATION INC 5000 FIRETOWER ROAD HAINES CITY FL 33844 NONE PC FLORIDA FUTURE FARMERS OF AMERICA FOUNDATION INC. PARTNERSHIPS WITH IND, EDUCATION, GOVERNMENT FOUNDATION AND INDIVIDIALS TO SECURE RESOURCES FOR THE FUTURE EDUCATION, AGRICULTURE AND STUDENT LEADER DEVELOPMENT 25517 HIGHLAND PARK CHURCH 4777 LAKELAND HIGHLANDS RD LAKELAND FL 33813 NONE PC PROVIDE MINISTRIES WITH FINANCIAL RESOURCE TO REACH FAMILIES WITH THE GOSPEL 50000 SEEJESUSNET INC 267 MORWOOD RD TELFORD PA 18969 NONE PC PROVIDE MINISTRIES WITH FINANCIAL RESOURCES TO REACH FAMILIES WITH THE GOSPEL 5000 425056 14 35912 18 -6553 0 29359 0 29359 0 0 0 0 0 0 0 0 0 0 X X 1 S ANDREW NORMAN PO BOX 6899 LAKELAND FL 33807 337500 X 2 S ADAM NORMAN PO BOX 6688 LAKELAND FL 33807 337500 X 3 PCL 6700 FORUM DRIVE SUITE 100 ORLANDO FL 32821 6858 X ACCOUNTING FEES 3025 756 2269 THE FLORIDA ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF THE FORM 990-PF TO BE FILED WITH THE STATE. PARAMETRIC COMMODITY STRATEGIC CL I 1439 1357 LORD ABBETT SHORT DURATION HIGH YLD 12646 13084 TRANSAMERICA SHORT-TERM BOND CL I 42564 43174 FIRST TR EXCHANGE-TRADED FD 23115 23404 FIRST TRUST TCW OPP FIXED IN 43223 44204 FIRST TR EXCHNG TRADED FD VIII TCW 23150 23651 ISHARES TIPS BOND ETF 23416 23648 ISHARES CORE US AGGREGATE BOND ETF 60100 61634 ISHARES 0-5 YEAR TIPS BOND ETF 23244 23464 PRINCIPAL EXCHANGE TRADED FDS ACTIVE 22979 23707 VANGUARD EXTENDED DURATION TREASURY 14253 13856 FIDELITY GOVT MMKT PREMIUM CLASS 164672 164672 SPROTT GOLD EQUITY FUND INSTL 702 721 GLOBAL X FDS GLOBAL X COPPER 592 600 GLOBAL X FDS GLOBAL X SILVER 628 681 GLOBAL X FDS GLOBAL X URANIUM 1889 2326 VANECK ETF TR VANECK GOLD MINERS ETF 607 620 ABRDN SILVER ETF TR ABRDN PHYSICAL SILVER SHARES ETF 2841 2846 FIRST TR EXCHANGE-TRADED FD 6341 6104 ISHARES GOLD TR ISHARES 2967 3122 ACCENTURE PLC 4360 4913 COCA-COLA EUROPACIFIC PARTNERS 6498 6941 LINDE PLC 4706 4929 SEAGATE TECHNOLOGY HLDGS PUB LTD CO 6222 7427 CHUBB LIMITED 4299 4746 STELLANTIS N.V 6328 7556 ABBOTT LABORATORIES 4544 4953 ABBVIE INC 5327 5734 ALLSTATE CORP 5469 6719 ALLY FINANCIAL INC 6787 8625 AMERICAN ELEC PWR CO INC 2634 2518 AMGEN INC 1128 1440 ANALOG DEVICES INC 2740 2978 AUTOMATIC DATA PROCESSING INC 3929 3960 BLACKROCK INC 2022 2435 BROADCOM INC 5829 7814 COCA-COLA CO 3885 3889 DTE ENERGY CO 6470 6616 DIAGEO 2285 1894 DISCOVER FINANCIAL SERVICES 720 787 EOG RESOURCES INC 3401 3266 EXXON MOBIL CORP 6582 5899 FIDELITY NATIONAL FINANCIAL FNF GROUP 6294 7347 GAP INC 4879 9033 HOME DEPOT INC 3373 3812 HONEYWELL INTERNATIONAL INC 3088 3355 INTERNATIONAL BUS MACH CORP 6365 7033 JPMORGAN CHASE & CO 3577 4253 JOHNSON &JOHNSON 4153 4075 MANULIFE FINANCIAL CORP 7201 8199 MARATHON PETROLEUM CORP 5597 6528 MARSH &MCLENNAN COMPANIES INC 3600 3600 MCDONALD S CORP 3884 4151 MICROSOFT CORP 14568 16546 MORGAN STANLEY 1870 2052 NEW YORK COMMUNITY BANCORP INC 7134 6977 NEXTERA ENERGY INC 4113 3705 ONEOK INC 6936 7373 ORACLE CORP 6182 5799 PHILIP MORRIS INTERNATIONAL INC 6611 6586 PHILLIPS 66 8134 10119 PROCTER AND GAMBLE CO 4200 4103 RTX CORPORATION 4464 4291 REPUBLIC SERVICES INC 1773 1979 SPROTT PHYSICAL GOLD TRUST 2392 2485 SPROTT PHYSICAL SILVER TRUST 2288 2279 STARBUCKS CORP 4441 4320 TEXAS INSTRUMENTS INC 2684 2727 UNION PAC CORP 2911 3439 UNITED PARCEL SERVICE INC 3494 3302 UNITEDHEALTH GROUP INC 5621 5791 VIATRIS INC 7622 8426 WESTROCK CO 6694 7391 WILLIAMS COS INC 5905 6304 DIGITAL REALTY TRUST INC 5617 6729 EPR PROPERTIES SBI 5713 6299 PROLOGIS INC 4142 4666 SL GREEN RLTY CORP 6554 7001 CLAYS FOR A CAUSE FUNDRAISING EXPENSES 42597 0 0 MARKETING 5724 0 0 LICENSES & TAXES 23 0 23 MISCELLANEOUS EXPENSE 541 0 0 INVESTMENT MANAGEMENT FEES 3858 3858 0 FOREIGN TAXES 41 41 0 EXCISE TAXES 370 0 0