2025-11-14T08:47:31-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 1415 VANTAGE PARK DRIVE SUITE 500 CHARLOTTE NC 28203 990PF 2024-01-01 464222620 HARVEY AND CAROL MASSEY FOUNDATION INC HARV 4076452500 315 GROVELAND STREET ORLANDO FL 32804 ANDREA MASSEY-FARRELL PRESIDENT & CEO 4076452500 2025-11-14 1 0 MICHELE MELCHIOR P00488037 7046323500 2024 2025-03-06 01:10:19Z X 25335570 X 2000000 330 330 643836 636491 617962 400000 617962 3262128 1254783 0 0 0 5965 4474 1491 38170 38170 0 11681 7895 7895 0 52030 62220 1491 1289500 1289500 1341530 62220 1290991 1920598 1192563 162577 1121377 1136402 22009 23098 23098 100000 100000 100000 22448221 23308930 24076070 22632807 24553405 25335570 0 0 X 0 0 0 0 22632807 24553405 22632807 24553405 22632807 24553405 22632807 1920598 0 24553405 0 24553405 PUBLICLY TRADED SECURITIES P 400000 373192 26808 26808 CAPITAL GAIN DISTRIBUTIONS P 591154 591154 617962 16577 0 16577 0 16577 2001 0 15000 0 17001 0 424 424 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A JEAN NOWRY 4076452500 315 GROVELAND STREET ORLANDO FL 32804 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROL A MASSEY 315 GROVELAND STREET ORLANDO FL 32894 DIRECTOR 0.25 0 0 0 ANDREA MASSEY-FARRELL 315 GROVELAND STREET ORLANDO FL 32894 DIRECTOR 0.25 0 0 0 GWYN A ELIAS 315 GROVELAND STREET ORLANDO FL 32894 DIRECTOR 0.25 0 0 0 WILLIAM R LOWMAN JR 1000 LEGION PLACE SUITE 1700 ORLANDO FL 32801 DIRECTOR/SECRETARY 0.25 0 0 0 JEAN NOWRY 315 GROVELAND STREET ORLANDO FL 32894 DIRECTOR/TREASURER 0.25 0 0 0 NONE 0 NONE 0 0 23401188 841689 0 24242877 0 0 24242877 363643 23879234 1193962 1193962 16577 16577 1177385 0 1177385 0 1177385 1290991 0 1290991 1177385 0 2022 2021 2020 0 600183 253305 40776 128395 80146 1102805 1290991 0 0 0 1177385 113606 0 0 1216411 0 0 0 0 0 0 600183 616228 253305 40776 128395 80146 113606 CAROL A MASSEY ANDREA MASSEY-FARRELL X AUDUBON CENTER FOR BIRDS OF PREY 1101 AUDUBON WAY MAITLAND FL 32751 PC GENERAL 25000 CATHOLIC LEADERSHIP INSTITUTE 301 LINDENWOOD DRIVE SUITE 310 MALVERN PA 19355 PC GENERAL 2500 DR PHILLIPS CENTER FOR THE PERFORMING ARTS 155E ANDERSON STREET ORLANDO FL 32801 PC GENERAL 432000 FOUNDATION FOR FOSTER CHILDREN 2265 LEE RD SUITE 203 WINTER PARK FL 32789 PC PROVIDING PERSONALIZED SUPPORT TO KIDS, AGES 0-23, IN FOSTER CARE WITH OPPORTUNITIES TO SUCCEED. 15000 GRACE MEDICAL HOME 51 PENNSYLVANIA STREET ORLANDO FL 32806 PC TO HELP PATIENTS AND THEIR FAMILIES 25000 HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICAN INC 99 CANAL CENTER PLAZA SUITE 320 ALEXANDRIA VA 22314 PC PROVIDE DIRECT ASSISTANCE TO SCHOLARS AND AID IN THE MISSION OF THE ASSOCIATION 175000 MAYO CLINIC 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 PC SUPPORT TO TREAT PATIENTS, EDUCATE MEDIAL LEADERS AND CONDUCT RESEARCH 50000 NEMOURS FUND FOR CHILDREN'S HEALTH 9145 NARCOOSSEE ROAD STE 205 ORLANDO FL 32827 PC GENERAL 100000 PARK COUNTY COMMUNITY FOUNDATION PO BOX 2199 LIVINGSTON MT 59047 PC TO FOSTER COLLABORATIVE COMMUNITY ACTION TO SHAPE A HEALTHY, CARING COMMUNITY 25000 ROLLINS COLLEGE 1000 HOLT AVE 2715 WINTER PARK FL 327894499 PC GENERAL SUPPORT FOR INNOVATION TRIANGLE: CRUMMER GRADUATE SCHOOL AND EDYTH BUSH INSTITUTE FOR PHILANTHROPY & NONPROFIT LEADERSHIP 300000 THE PHILANTHROPY ROUNDTABLE 1120 20TH STREET NW SUITE 550 SOUTH WASHINGTON DC 20036 PC GENERAL 5000 THE UNIVERSITY OF ALABAMA C/O STANN ACKER 500 UNIVERSITY BLVD TUSCALOOSA CA 35401 PC SUPPORTS OPPORTUNITIES FOR EDUCATION & RESEARCH 50000 UNITED ARTS OF CENTRAL FLORIDA 2450 MAITLAND CENTER PARKWAY SUITE 201 MAITLAND FL 32751 PC ENRICHING COMMUNITIES BY INVESTING IN ARTS, SCIENCE AND HISTORY. 70000 WINTER PARK DAY NURSERY INC 741 S PENNSYLVANIA AVE WINTER PARK FL 32789 PC GENERAL 15000 1289500 0 14 330 14 643836 18 617962 0 1262128 0 1262128 0 0 0 0 0 0 0 0 0 0 X X 1 MASSEY SERVICES INC 315 GROVELAND STREET ORLANDO FL 32804 2000000 X ACCOUNTING FEES 5965 4474 1491 BAIRD AGGREGATE BOND FUND 3574729 3117238 BLACKROCK MULTI-ASSET INC 1262781 1188668 PIMCO DIVERSIFIED INCOME FUND 2543500 2289473 CLARKSTON PARTNERS FD 2229561 2390917 INTERNATIONAL VALUE PORTFOLIO 1569774 1807078 AMERICAN FUNDS EUROPACIFIC GROWTH FD 1721288 1655486 JP MORGAN INCOME BUILDER FUND 1254844 1165320 MFS GROWTH R6 2539986 3126634 JACKSON SQUARE SMID-CAP GROWTH 2701040 2191042 VANGUARD EQUITY INCOME FUND 2506747 2788694 VANGUARD TOTAL STOCK MARKET INDEX 1404680 2355520 MEMBERSHIP DUES & SUBSCRIPTIONS 7850 7850 0 BANK CHARGES 45 45 0 INVESTMENT MANAGEMENT FEES 38170 38170 0