2025-10-09T15:44:40-05:00 2024-12-31 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990PF 2024-01-01 272814196 THE UIBLE-MORRIS FAMILY FOUNDATION INC UIBL 9044821910 4339 ROOSEVELT BLVD STE 400 JACKSONVILLE FL 32210 WILLIAM H MORRIS TRUSTEE 9044821910 2025-10-06 1 0 LAWRENCE S KAPLAN P01074812 9043965831 2025-10-06 2024 2025-03-06 01:10:19Z X 892390 X X 35360 35360 9462 85968 9462 44822 44822 0 0 0 2000 1000 1000 5197 5197 0 121 121 0 246 221 25 7564 6539 1025 47800 47800 55364 6539 48825 -10542 38283 380674 348717 348717 445008 466390 543673 825682 815107 892390 111138 111138 111138 111138 X 0 0 0 0 714544 703969 714544 703969 825682 815107 714544 -10542 0 704002 33 703969 MARKETABLE SECURITIES P 85781 76506 9275 9275 CAPITAL GAINS DIVIDENDS P 187 187 187 9462 532 0 532 0 532 0 0 0 0 0 30 562 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A BILLY MORRIS 9044821910 4339 ROOSEVELT BLVD JACKSONVILLE FL 32210 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM H MORRIS 4339 ROOSEVELT BLVD STE 400 JACKSONVILLE FL 32210 TRUSTEE/PRES/SEC/TREAS 0.80 0 0 0 MARY UIBLE MORRIS 4339 ROOSEVELT BLVD STE 400 JACKSONVILLE FL 32210 TRUSTEE/VICE PRESIDENT 0.80 0 0 0 JOHN W MORRIS 4339 ROOSEVELT BLVD STE 400 JACKSONVILLE FL 32210 TRUSTEE 0.80 0 0 0 MARY J ALLEGRO 4339 ROOSEVELT BLVD STE 400 JACKSONVILLE FL 32210 TRUSTEE 0.80 0 0 0 ELIZABETH S MORRIS 4339 ROOSEVELT BLVD STE 400 JACKSONVILLE FL 32210 TRUSTEE 0.80 0 0 0 NONE 0 NONE 0 0 519044 384501 0 903545 0 0 903545 13553 889992 44500 44500 532 532 43968 0 43968 0 43968 48825 0 48825 43968 40150 2022 7723 0 48825 40150 7723 0 952 0 0 0 0 0 0 0 0 43016 0 0 0 WILLIAM H MORRIS BILLY MORRIS 4339 ROOSEVELT BLVD STE 400 JACKSONVILLE FL 32210 9044821910 THE UIBLE-MORRIS FAMILY FOUNDATION APPLICATION. AVAILABLE UPON REQUEST. DECEMBER 31. AVAILABLE UPON REQUEST NONE COMMUNITY HOSPICE AND PALLIATIVE CARE 4226 SUNBEAM ROAD JACKSONVILLE FL 32257 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 1500 GREENSCAPE OF JACKSONVILLE 1468 HENDRICKS AVE JACKSONVILLE FL 32207 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 500 ORTEGA CHURCH 4807 ROOSEVELT BLVD JACKSONVILLE FL 32210 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 3000 TALL TIMBERS RESEARCH 13093 HENRY BEADEL DR TALLAHASSEE FL 32312 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 10000 THE BOLLES SCHOOL 7400 SAN JOSE BLVD JACKSONVILLE FL 32217 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 8000 THE CUMMER MUSEUM OF ARTS & GARDENS 829 RIVERSIDE AVENUE JACKSONVILLE FL 32204 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 5000 THE GARDEN CONSERVANCY 20 NAZARETH WAY P O BOX 608 GARRISON NY 10524 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 1500 THE HEAL FOUNDATION INC P O BOX 140 PONTE VEDRA BEACH FL 32004 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 5000 JAMES MADISON INSTITUTE 100 NORTH DUVAL STREET TALLAHASSEE FL 32301 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 1000 THE COMMUNITY FOUNDATION OF WESTERN NC CHATOOGA CLUB EMPLOYEE SCHOLARSHIP 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 300 JACKSONVILLE SYMPHONY 300 WATER STREET SUITE 200 JACKSONVILLE FL 32202 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 5000 ST HELENA HOSPITAL FOUNDATION 10 WOODLAND ROAD ST HELENA CA 94574 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 5000 RIVERSIDE PRESBYTERIAN DAY SCHOOL 830 OAK STREET JACKSONVILLE FL 32204 NONE PC GENERAL USE TOWARDS FOUNDATION PURPOSE 2000 47800 0 14 35360 18 9462 0 44822 0 44822 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2000 1000 1000 TAXPAYER, THE UIBLE-MORRIS FAMILY FOUNDATION, INC., EIN 27-2814196, HEREBY ELECTS UNDER REG. SEC. 53.4942(A)-3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTION OF $48,825 IT MADE DURING 2024. THE TAXPAYER ELECTS THAT THE DISTRIBUTION BE ALLOCATED IN THE FOLLOWING MANNER: (1) $40,150 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2023; (2) $7,723 TO YEARS PRIOR TO 2023; AND (3) $952 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2024. ALBEMARLE CORP, 63 SHS 6670 5423 ALPHABET INC CL C, 101 SHS 11082 19234 AMAZON INC., 93 SHS 10762 20403 APPLE INC., 35 SHS 4620 8765 ASML HOLDING NV, 13 SHS 8482 9010 BERKSHIRE HATHAWAY INC,, SERIES B, 33 SHS 8817 14958 BLACKSTONE GROUP, INC., 89 SHS 9202 15345 BROOKFIELD ASSET MGMT, 37 SHS 1320 2005 BROOKFIELD CORPORATION, 276 SHS 11070 15856 CAPITAL ONE FINANCIAL CORP, 94 SHS 10701 16762 DR HORTON INC., 34 SHS 6013 4754 EURONET WORLDWIDE, INC. 50 SHS 5150 5142 GOLDMAN SACHS GROUP INC., 20 SHS 4334 11452 JP MORGAN CHASE& CO, INC, 42 SHS 5049 10068 LENNAR CORPORATION, 49 SHS 8401 6682 LOWES COMPANIES INC., 23 SHS 3497 5676 MGM RESORTS INTERNATIONAL, 250 SHS 8389 8663 MICROSOFT CORP, 31 SHS 7708 13067 NEW FORTRESS ENERGY INC, 589 SHS 11361 8906 NVIDIA CORP, 22 SHS 2269 2954 PACER FDS TR, 250 SHS 10152 11003 ROCHE HOLDINGS LTD, 217 SJS 6725 7567 RTX CORP, 108 SHS 8038 12498 TAIWAN SEMICONDUCTOR, 93 SHS 10620 18367 TRUIST FINL CORP, 163 SHS 7147 7071 UNITED RENTALS INC., 10 SHS 1306 7044 INVESCO FLOATING RATE ESG FUND CLASS Y, 1,823.354 12319 12212 FEDERATED HERMES KAUFMANN SMALL CAP FUND, 79.908 SHS 2687 3862 FEDERATED HERMES TOTAL RETURN BOND FUND, 2,870.511 SHS 26884 26839 PIMCO MORTGAGE OPP AND BOND FUND, 7,347.739 SHS 66638 67746 PIMCO FDS, 7,135.719 SHS 79388 75068 PIMCO SHORT TERM FD, 2,455.6022 SHS 23393 23770 THORNBURG INVT TR STRATEGIC INCOME FD, 5775.912 SHS 66196 65501 COST BASIS ADJUSTMENT 33 ADR FEES 11 11 0 BANK FEES 235 210 25 ADVISORY FEE 5197 5197 0 FOREIGN TAXES PAID 121 121 0