2026-04-20T10:29:35-05:00 2025-06-30 994625061 CRI ADVISORS LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990 2024-07-01 592953807 DANIEL FOUNDATION INC DANI 9042961055 4203 SOUTHPOINT BLVD JACKSONVILLE FL 32216 FELIPE PIA CHIEF FINANCIAL OFFICER 9042961055 2026-03-30 1 1 DANA ALEXANDER P01425283 9043566023 2024 2025-03-06 01:10:19Z FELIPE PIA 4203 SOUTHPOINT BLVD JACKSONVILLE FL 32216 1181898 0 X WWW.DANIELKIDS.ORG X 1989 FL DANIEL FOUNDATION EXISTS TO SEE THE FURTHERANCE OF CHARITABLE, SCIENTIFIC, AND EDUCATION ACTIVITIES IN THE LOCAL COMMUNITY. 27 27 0 27 0 0 8393 1517 0 0 220364 398777 0 0 228757 400294 10750 20100 0 0 0 0 0 0 0 33982 38459 44732 58559 184025 341735 4947239 5378744 33417 35617 4913822 5343127 DANIEL FOUNDATION EXISTS TO SEE THE FURTHERANCE OF CHARITABLE, SCIENTIFIC, AND EDUCATION ACTIVITIES IN THE LOCAL COMMUNITY. 0 0 20100 20100 TO PROVIDE COLLEGE SCHOLARSHIPS TO THE CLIENTS OF DANIEL MEMORIALINC. FOR FISCAL YEAR 2024-2025, 8 REQUESTS FOR SCHOLARSHIPS WAS RECEIVED. 20100 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X FELIPE PIA 9042961055 4203 SOUTHPOINT BLVD JACKSONVILLE FL 32216 BARRY HALL BOARD MEMBER 1.00 X 0 0 0 BESTY C COX BOARD MEMBER 1.00 X 0 0 0 BRIAN COUGHLIN BOARD MEMBER 1.00 X 0 0 0 C JEANINE FICKLING BOARD MEMBER 1.00 X 0 0 0 CHRISTINE SWEET BOARD MEMBER 1.00 X 0 0 0 CLARENCE HOUSTON BOARD MEMBER 1.00 X 0 0 0 DAN JACKSON TREASURER 1.00 X X 0 0 0 DAVID R ASHLEY BOARD MEMBER 1.00 X 0 0 0 DAVID WINSLOW BOARD MEMBER 1.00 X 0 0 0 DR MATTHEW ROBINSON BOARD MEMBER 1.00 X 0 0 0 ERIN COLLEDGE BOARD MEMBER 1.00 X 0 0 0 HONORABLE TIMOTHY J CORRIGAN VICE-CHAIRMAN 1.00 X X 0 0 0 J MATT ENGLAND BOARD MEMBER 1.00 X 0 0 0 JACKIE COOK BOARD MEMBER 1.00 X 0 0 0 JAMES PEAVEY JR BOARD MEMBER 1.00 X 0 0 0 JIM GRIFFIN BOARD MEMBER 1.00 X 0 0 0 JOHN-PAUL SAENZ BOARD MEMBER 1.00 X 0 0 0 JONI POITIER BOARD MEMBER 1.00 X 0 0 0 JORDAN MCCRARY BOARD MEMBER 1.00 X 0 0 0 JUSTIN MARYAK BOARD MEMBER 1.00 X 0 0 0 KATHRYN MCKIE BOARD MEMBER 1.00 X 0 0 0 KIRBY H GRIFFIN BOARD MEMBER 1.00 X 0 0 0 LEWIS HUNTER BOARD MEMBER 1.00 X 0 0 0 PAULA WRIGHT BOARD MEMBER 1.00 X 0 0 0 PHILLIP A BUHLER CHAIRMAN 1.00 X X 0 0 0 SHEPERD COLLEDGE BOARD MEMBER 1.00 X 0 0 0 SUSAN J BATEH SECRETARY 1.00 X X 0 0 0 FELIPE PIA CFO 4.00 36.00 X 0 135939 1734 LESLEY WELLS PRESIDENT/CEO 4.00 36.00 X 0 162300 2980 0 298239 4714 0 0 1 0 0 1517 1517 287109 287109 893272 781604 111668 111668 111668 400294 0 0 398777 20100 20100 34671 34671 1750 1750 611 611 BANK FEES 1427 1427 58559 20100 38459 0 34897 231468 183621 500 500 8555 8555 611 0 4445841 4860268 268819 299458 4947239 5378744 33417 35617 33417 35617 X 726186 792952 4187636 4550175 4913822 5343127 4947239 5378744 341735 87570 0 X 0 1 X 1 0 X X 1 DANIEL MEMORIAL INC 593067752 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 4175338 1658 410926 20100 29946 4537876 3863580 8254 388800 10750 74546 4175338 3573187 6300 310613 3000 23520 3863580 4167540 22379 -588867 27865 3573187 3450936 79103 709647 10000 62146 4167540 0.00000 1.00000 0.00000 0 0 8555 8555 0 0 SPLIT INTEREST RECEIVABLES 299458 299458 DUE TO AFFILIATES 35617 35617 X PART V, LINE 4: TERM ENDOWMENTS ARE USED FOR NEW BUILDINGS AND BUILDING IMPROVEMENTS. PERMANENT ENDOWMENTS ARE USED FOR GENERAL OPERATIONS, CLIENT CARE SERVICES, AND EDUCATION SERVICES. PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, DANIEL FOUNDATION, INC. IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. NO UNRELATED BUSINESS INCOME HAS BEEN IDENTIFIED. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2025, THE ORGANIZATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 SCHOLARSHIP 8 20100 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO DESERVING DANIEL KIDS FOR HIGHER EDUCATION EXPENSES. EACH RECIPIENT MUST COMPLETE DANIEL'S "PROJECT PREPARE" PROGRAM AND PRESENT THEIR APPLICATION TO THE EXECUTIVE COMMITTEE OF THE SCHOLARSHIP FUND. X 0 0 0 0 0 0 0 0 0 LESLEY WELLS PRESIDENT/CEO 0 157500 0 0 0 4800 0 0 0 2980 0 165280 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY THE AUDIT AND FINANCE COMMITTE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY KNOWN OR POSSIBLE CONFLICTS OF INTEREST ARE REVIEWED AND BROUGHT TO THE ATTENTION OF THE AUDIT AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRS OF THE BOARD REVIEW AND EVALUATE UPPER MANAGEMENT AND OFFICERS ANNUALLY. THE HUMAN RESOURCES DEPARTMENT RECIEVES THE CORPORATE SALARY INFORMATION FROM HUMAN RESOURCES ASSOCIATIONS. THE CFO REVIEWS AND EVALUATES KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. DANIEL MEMORIAL INC 4203 SOUTHPOINT BLVD JACKSONVILLE FL 32216 593067752 CHILD SVCS FL 501(C)(3) LINE 10 N/A 1 DANIEL MEMORIAL PROPERTIES INC 4203 SOUTHPOINT BLVD JACKSONVILLE FL 32216 592953527 HOLDS PROP FL 501(C)(2) N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0