2025-11-04T18:34:43-05:00 2024-12-31 990PF 2024-01-01 331062280 ANN & BILL WALLACE FOUNDATION INC ANN& 4076294055 401 W Colonial Dr Suite 2 Orlando FL 32804 Christena Black Treasurer 4076294055 2025-11-05 2024 2025-03-06 01:10:19Z X 4873453 X X 73525 73525 0 49430 251052 49430 0 0 0 0 0 0 0 0 122955 122955 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 22961 22961 0 0 0 0 0 0 2687 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 258 0 0 0 25906 22961 0 0 297000 297000 322906 22961 0 297000 -199951 99994 0 14740 16411 16411 0 0 0 0 0 1174565 972943 4857042 0 0 0 0 0 0 0 1189305 989354 4873453 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 1189305 989354 1189305 989354 1189305 989354 1189305 -199951 989354 989354 Public Traded Securities 251052 0 201622 49430 49430 49430 1390 1390 1390 1450 1000 0 2450 1060 1060 0 false false false 0 0 0 false false false false true true FL true false false false false true None W N Wallace 4076294055 401 W Colonial Dr Suite 2 Orlando FL 32804 false false false false false false false false false false false false false false false false false false false false false Bill Wallace 401 W Colonial Dr Suite 2 Orlando FL 32804 Director 1.00 0 0 0 Ann Wallace 401 W Colonial Dr Suite 2 Orlando FL 32804 Director 1.00 0 0 0 Christena Black 401 W Colonial Dr Suite 2 Orlando FL 32804 Director 1.00 0 0 0 Judith Wallace 1811 Lorena Lane Orlando FL 32806 Director 1.00 0 0 0 W N Wallace II 4024 Arrow Avenue Sarasota FL 34232 Director 1.00 0 0 0 Jennifer Wallace 401 W Colonial Dr Suite 2 Orlando FL 32804 Director 1.00 0 0 0 Jessica Luzadder 401 W Colonial Dr Suite 2 Orlando FL 32804 Director 1.00 0 0 0 NONE NONE N A N A 0 4790424 21438 0 4811862 0 0 4811862 72178 4739684 236984 236984 1390 0 1390 235594 0 235594 0 235594 297000 0 0 0 0 297000 235594 0 0 64044 198881 157615 148512 55217 624269 297000 0 235594 61406 0 0 685675 0 0 0 0 0 0 64044 621631 198881 157615 148512 55217 61406 Bill Wallace Ann Wallace X Opera Orlando P O Box 533974 Orlando FL 32853 No Relationship PC To further the Arts 5000 One Heart for Women and Children 2040 N Rio Grand Avenue Orlando FL 32804 No Relationship PC Provide care for women and children 20000 The Russell Home 510 Holden Avenue Orlando FL 32839 No Relationship PC Provide care for special needs individuals 15000 Second Heart Homes Inc P O Box 3886 Sarasota FL 342303886 No Relationship PC Provide care for homeless 20000 Ringling College of Art and Design 2700 N Tamiami Trail Sarasota FL 34234 No Relationship PC Scholarship to College of Art 5000 Second Harvest Food Bank 411 Mercy Drive Orlando FL 32805 No Relationship PC Feed the Needy 20000 Grace Medical Home 1417 E Concord St Orlando FL 32803 No Relationship PC Provide Medical Needs for Poor 10000 Resurrection House P O Box 398 Sarasota FL 34230 No Relationship PC Provide for Needs of Homeless 40000 Mountain of Hope 393 West Lakeview Ave Lake Mary FL 32746 No Relationship PC Water drilling to provide fresh water & Medical needs provided in Honduras 20000 Matthews Hope Ministries 611 Business Park Blvd 101 Winter Garden FL 34787 No Relationship PC Provide for needs of Homeless 40000 Remnant Church of Sarasota 2895 Ashton Rd Sarsota FL 34231 No Relationship PC To help the poor 12000 Orlando Philharmonic Orchestra 425 North Bumby Avenue Orlando FL 32803 No Relationship PC To further the Arts 5000 Picnic Project Inc P O Box 2092 Sanford FL 32772 No Relationship PC Feed the Poor 15000 S Clark Butler Research Fund for Ne University of Florida Foundation PO Box 14425 Gainesville FL 32604 No Relationship PC Medical Research 10000 SALT Outreach 100 E Pine St Suite 110 Orlando FL 32801 No Relationship PC Provide for needs of Homeless 60000 297000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 73525 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18 49430 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 122955 0 122955 false false false false false false false false false false Bristol Myers Squibb Co Common Stock 0 0 CVS Health Corp Com 0 0 Pfizer Inc Com 0 0 MFO DFA US Small Cap Portfolio 0 0 Baxter Intl Inc Common Stock 0 0 Apple Inc Com Stk 14257 380138 Abbvie Inc Com 6877 46202 Abbott Laboratories Common Stock 38405 102138 Allstate Corp Common Stock 42425 107962 American Tower Corp 19884 36682 Amazon Com Inc 5728 307146 American WTR WKS Co 10778 24898 American Express Co Common Stock 21868 130588 Costco Wholesale Corp New Com 7395 146603 Salesforce Com Inc 28340 140084 Chevron Corp Com 18848 35920 Danaher Corp Common Stock 24099 96181 Walt Disney Co 11771 41200 Duke Enegry Corp New Com 41120 90825 Alphabet Inc Capital Stock CL C 13357 179014 Alphabet Inc Capital Stock CL A 15723 208230 Home Depot Inc Common Stock 39084 171156 JP Morgan Chase & Co Com 38473 215739 Eli Lilly & Co Com 31404 714100 Microchip Technology Inc Com 5971 64232 Altria Group Inc. Com 41298 109286 Norfolk Southn Corp 63345 108901 Nucor Corp Common Stock 53390 108190 Pepsico Inc Com 14298 41817 Procter & Gamble Com 24597 47613 TJX Cos Inc Common 22413 190880 Wells Fargo & Co 31899 70240 Walmart Inc Com 16217 88091 Veralto Corp 3166 14157 Oracle Corporation 25212 143310 W. W. Grainger Inc Common 25689 105405 MFC SPDR S&P 500 ETF 134917 287765 NNN Reit Inc 7015 20425 Qualcomm Inc Com 32962 89100 Eaton Corp PLC Com 25880 149341 McDonalds Corp Common Stock 14838 43483 Computer Expense 232 0 0 0 Postage 26 0 0 0 Investment Management Fees 22961 22961 0 0 Excise Tax on Investment Income 2687 0 0 0