2025-10-29T08:45:19-00:00 2024-12-31 631224789 SUSAN E LURSEN PC 5920 GRELOT RD STE D-1 MOBILE AL 36609 990PF 2024-01-01 823716282 THE SHIRK FAMILY FOUNDATION % CHARLES SHIRK SHIR 2516617763 3674 DAUPHIN STREET Mobile AL 36608 CHARLES M SHIRK PRESIDENT 2516617763 2025-10-28 true true SUSAN E LURSEN P00123909 2513800988 2025-10-29 2024 2025-03-06 01:10:19Z X 1016362 X 2062 2062 24394 24394 127493 1376305 127493 153949 153949 1200 650 715 10626 9823 12541 10473 0 53000 53000 65541 10473 53000 88408 143476 25094 72800 72800 893958 934752 943562 919052 1007552 1016362 0 X 919052 1007552 919052 1007552 919052 1007552 919052 88408 92 1007552 1007552 ISHARES ETF BLKRK P 2023-11-27 2024-11-08 6339 5972 367 367 ISHARES SP P 2024-01-25 2024-12-23 34620 31573 3047 3047 ISHARES GLBL ENERGY P 2024-01-25 2024-06-06 10234 9655 579 579 ISHARES EAFE VALUE P 2024-09-05 2024-12-23 71385 70296 1089 1089 ISHARES MSCI EAFE GRWTH P 2024-06-06 2024-12-23 17290 17560 -270 -270 BLACKROCK US EQT FACTOR P 2024-06-06 2024-12-23 55963 49965 5998 5998 ISHARES CURRENCY P 2024-03-14 2024-09-05 20117 19590 527 527 ISHARES EDGE P 2023-11-27 2024-01-25 14298 13568 730 730 ISHARES 10-20 YR P 2023-11-27 2024-11-08 19459 18844 615 615 INVESCO SP P 2024-11-08 2024-12-23 17567 17659 -92 -92 ISHARES CORE SP P 2023-11-27 2024-11-08 151948 132126 19822 19822 ISHARES TECH P 2023-11-27 2024-11-08 14235 11890 2345 2345 ISHARES SP GRWTH P 2024-03-14 2024-12-23 97851 83752 14099 14099 ISHARES SP 100 P 2023-11-27 2024-01-25 24320 22645 1675 1675 ISHARES EDGE P 2024-03-14 2024-12-23 112114 98705 13409 13409 ISHARES CORE EMERG P 2024-11-08 2024-12-23 8927 9446 -519 -519 ISHARES EDGE MOMENT P 2024-03-14 2024-09-05 40044 37175 2869 2869 ISHARES MSCI EMERGE P 2024-03-14 2024-12-23 5329 5341 -12 -12 ISHARES GSCI COMMOD P 2023-11-27 2024-08-28 1728 1739 -11 -11 ISHARES TR US INFRA P 2023-11-27 2024-11-08 2007 1654 353 353 BLACKROCK SYS MULTI P 2023-11-28 2024-09-05 3071 2940 131 131 JPMORGAN US RESRCH P 2024-09-05 2024-12-23 50022 48968 1054 1054 MFS CORE EQTY P 2023-11-28 2024-01-08 203815 176570 27245 27245 PRINCIPAL REAL ESTATE P 2023-11-28 2024-09-05 5377 4635 742 742 PIMCO INC FD P 2024-09-05 2024-11-08 9365 9471 -106 -106 GS GQG PTRNRS P 2024-01-25 2024-12-23 16917 17038 -121 -121 BLACKROCK TACTICAL P 2023-11-27 2024-09-05 3811 3880 -69 -69 BLACKROCK GLGL EQTY P 2023-11-28 2024-09-05 3703 3553 150 150 BLACKROCK EMERG MKTS P 2024-06-06 2024-11-08 52352 51764 588 588 BLACKROCK TOTAL RET P 2024-09-05 2024-11-08 27740 28113 -373 -373 ISHARES CONV BD ETF P 2023-11-27 2024-12-23 35092 30119 4973 4973 ISHARES MSCI EAFE P 2023-11-27 2024-12-23 12318 11932 386 386 ISHARES CORE SP P 2023-11-27 2024-12-23 30336 23333 7003 7003 ISHARES US TECH P 2023-11-27 2024-12-23 20537 14823 5714 5714 ISAHRES EDGE MSCI P 2023-11-27 2024-12-23 1617 1271 346 346 ISAHRES IN MSCI P 2023-11-27 2024-12-23 9712 9053 659 659 ISAHRES US ETF TR ISHS P 2023-11-27 2024-12-23 13495 14772 -1277 -1277 ISARHES TR US INFRA P 2023-11-27 2024-12-23 9266 7502 1764 1764 BLACKROCK SYSTEM P 2023-11-28 2024-12-23 12633 12067 566 566 MFS CORE EQTY P 2023-11-28 2024-12-23 8644 7404 1240 1240 PRINCIPAL REAL ESTATE P 2023-11-28 2024-12-23 14004 12446 1558 1558 BLACKROCK TACTICAL P 2023-11-28 2024-12-23 31529 30759 770 770 BLACKROCK GLBL EQTY P 2023-11-28 2024-12-23 39952 39217 735 735 ISHARES TR MSCI P 2023-11-27 2024-12-23 24419 23129 1290 1290 WORLD GOLD TR P 2024-11-08 2024-12-23 4763 4898 -135 -135 127493 95726 1994 1994 1994 19 2013 false false false false false true AL true false true false false true N/A CHARLES M SHIRK 2514220398 4971 BONITA SPRINGS BLVD 1005 BONITA SPRINGS FL 34134 false false false false false false false false false false false false false false false false false false false false false CHARLES M SHIRK 4971 BONITA SPRINGS BLVD 1005 BONITA SPRINGS FL 34134 PRESIDENT AND DIRECTOR 001.00 0 MICHAEL A SHIRK 7101 RUSHING WATER COURT SPANISH FORT AL 36727 1ST VP AND DIRECTOR 001.00 0 SANDRA TORGRIMSON-FOX 2350 CHERRY AVENUE NE SALEM OR 973017230 2ND VP AND DIRECTOR 001.00 0 HOLLACE W BRISKMAN 2404 SPRING HILL AVE APT 111 MOBILE AL 366073045 SECRETARY AND DIRECTOR 001.00 0 VIRGINIA GUY 16 BIENVILLE AVE MOBILE AL 366061406 TREASURER AND DIRECTOR 001.00 0 NONE NONE NONOPERATING FOUNDATION 0 NONE 967875 58076 0 1025951 1025951 15389 1010562 50528 50528 1994 1994 48534 48534 48534 53000 53000 48534 3825 7373 4259 1635 17092 53000 48534 4466 21558 0 21558 3825 7373 4259 1635 4466 CHARLES M SHIRK NONE SURVEY MONKEY GRANT PORTAL NONE NONE AL 36601 APPLY.SURVEYMONKEY.COM GRANT APPLICATION, PROJECT PLAN AND BUDGET, STRATEGY TO TRACK RESULTS, PRIOR YEAR AWARDS AND HOW THEY WERE USED TO BE STATED IN FOUNDATION POSTING OF APPLICATION TIMELINE MUST BE IRC SECTION 501c3 ENTITY AND A PUBLIC CHARITY UNDER IRC SECTION 509a1 OR 509a2 WITH A FAVORABLE DETERMINATIONLETTER MOBILE BOTANICAL GARDENS 5151 MUSEUM DR MOBILE AL 36602 PC 50TH ANNIVERSARY SCULPTURE 10000 HIGHLANDS PERFORMING ARTS P O BOX 296 HIGHLANDS NC 28741 PC PERFORMING ARTS CONCERTS 5000 MARCUS JOHNSON JAZZ CAMP P O BOX 40404 HIGHLANDS NC 28741 PC 5 STUDENTS SPONSORED FOR JAZZ FEST 500 GCEH JAZZ FESTIVAL P O BOX 40404 MOBILE AL 36640 PC JAZZ FESTIVAL SPONSOR 2000 MOBILE SYMPHONY INC 257 DAUPHIN ST MOBILE AL 36602 PC MODERN ROMANCE CONSORT 25000 AMERICAN CAMELLIA SOCIETY 100 MASSEE LANE FORT VALLEY GA 31030 PC GARDEN IMPROV COMMEMORATIVE BRICK 10500 53000 NO UNRELATED BUSINESS INCOME 2062 24394 127493 153949 153949 false false false false false false false false false false X TAX PREP 1200 650 2 shares of GENERAL ELECTRIC 2 168 shares of MCDONALDS CORP 168 MUTUAL FUNDS 457706 472991 STOCKS 476876 470571 ACCOUNT/ INVESTMENT FEES 9823 9823 INTEREST/PENALTY 27 INSURANCE 776 OUTSTANDING DIVIDEND SETTLEMENT CLEARING IN JAN 92 CHARLES M SHIRK 4971 BONITA BAY BLVD UNIT 1005 BONITA SPRINGS FL 34134 2023 FEDERAL TAXES 403 FOREIGN TAXES PD 312