2025-11-17T16:04:42-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2707 COLBY AVENUE SUITE 801 EVERETT WA 98201 990PF 2024-01-01 851059540 THE NORMAN FAMILY FOUNDATION INC NORM 8635770210 PO BOX 6899 LAKELAND FL 33807 S ADAM NORMAN DIRECTOR 8635770210 2025-11-17 1 1 EMINA O CRESSWELL P01217304 4252597227 2025-11-17 2024 2025-03-06 01:10:19Z X 1828823 X 911664 35531 35531 19320 458482 19320 966515 54851 66750 0 66750 2000 0 2000 9388 2347 7041 6111 6111 0 560 185 0 779 0 779 85105 0 83940 170693 8643 160510 250150 645740 420843 8643 806250 545672 46208 803024 886871 886871 1571 1571 1571 0 14434 14434 461478 426604 503437 290129 421933 422510 1554631 1751413 1828823 2950 4115 425055 75000 428005 79115 X 0 0 0 0 1126626 1672298 1126626 1672298 1554631 1751413 1126626 545672 0 1672298 0 1672298 CAPITAL GAINS 647 647 PUBLICLY TRADED SECURITIES 458482 439809 18673 18673 19320 642 0 642 0 642 136 0 1500 0 1636 15 979 979 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 0 0 0 0 0 1 HTTPS://WWW.NORMANFAMILY.FOUNDATION RACHEL HALL 8635770210 PO BOX 6899 LAKELAND FL 33807 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 S ANDREW NORMAN PO BOX 6899 LAKELAND FL 33807 PRESIDENT & DIRECTOR 10.00 0 0 0 SHERYL NORMAN PO BOX 6899 LAKELAND FL 33807 DIRECTOR 5.00 0 0 0 S ADAM NORMAN PO BOX 6688 LAKELAND FL 33807 DIRECTOR 10.00 0 0 0 LESLIE NORMAN PO BOX 6688 LAKELAND FL 33807 DIRECTOR 5.00 0 0 0 NATHAN D BREWER PO BOX 6688 LAKELAND FL 33807 DIRECTOR 15.00 66750 0 0 NONE 0 NONE 0 0 907823 236907 0 1144730 0 0 1144730 17171 1127559 56378 56378 642 642 55736 0 55736 0 55736 806250 0 806250 55736 0 0 4065 604463 73036 677343 1358907 806250 0 0 0 55736 750514 0 0 2109421 0 0 0 0 0 0 0 2109421 4065 604463 73036 677343 750514 S ANDREW NORMAN SHERYL NORMAN S ADAM NORMAN LESLIE NORMAN X FIRST PRESBYTERIAN CHURCH 175 HOLLINGSWORTH DR LAKELAND FL 33801 PC NIGHT TO SHINE IS A COMPLIMENTARY EVENT FOR PEOPLE WITH SPECIAL NEEDS HOSTED BY LOCAL CHURCHES AROUND THE WORLD. THE EVENT IS OPEN TO ANYONE LIVING WITH DISABILITIES, AGES 14 AND OLDER. 155000 KID PACK INC 3725 FRONTAGE ROAD N SUITE 1 LAKELAND FL 33810 PC TO FEED KIDS 1500 LAKELAND VOLUNTEERS IN MEDICINE 600 W PEACHTREE ST LAKELAND FL 33815 PC EMPOWERS THE MEDICALLY UNDERSERVED OF POLK COUNTY TO LIVE HEALTHIER LIVES BY PROVIDING ACCESS TO FREE, HIGH-QUALITY, COMPREHENSIVE HEALTHCARE THROUGH A COMMUNITY OF CARING VOLUNTEERS. 2700 SCHOOL BOARD OF POLK COUNTY 1915 S FLORIDA AVE BARTOW FL 33830 GOV THE SCHOOL NUTRITION FOUNDATION , A CHARITABLE ARM OF THE POLK COUNTY SCHOOL BOARD, TO ADVANCE SCHOOL NUTRITION PROGRAMS 1000 FAMILY MATTERS OF CENTRAL FLORIDA 387 SEMINOLE STREET CLERMONT FL 34711 PC SPREAD GOSPEL THROUGHOUT COLLEGES 11000 THE SALVATION ARMY 2620 KATHLEEN RD LAKELAND FL 33810 PC BREAK THE CYCLE OF INTERGENERATIONAL POVERTY 25000 FLORIDA STATE UNIVERSITY FOUNDATION 325 W COLLEGE AVE TALLAHASSEE FL 32301 PC SUPPORT FSU SCHOLARSHIPS 3500 GENEVA COUNTY SCHOOLS 606 S ACADEMY ST GENEVA AL 36340 GOV ASSIT RURAL PUBLIC SCHOOL WITH TECH PROGRAMS FOR HIGH SCHOOL STUDENTS 3000 THE 360 CHURCH INC 5250 MCINTOSH RD SARASOTA FL 34233 PC SUPPORT MISSION TRIPS TO RELATIONAL KNOW PEOPLE THAT GOD PUTS IN THE PATH 5000 PREGNANCY CARE CENTER 304 N COLLINS ST PLANT CITY FL 33563 PC PRENATAL CARE IN PLANT CITY 1000 POLK MUSEUM OF ART 800 EAST PALMETTO ST LAKELAND FL 33563 PC ENGAGE PEOPLE WITH IN THE WORLD OF ART 2500 FSU FOUNDATION 325 W COLLEGE AVE TALLAHASSEE FL 32301 PC SUPPORT FSU SCHOOL OF BUSINESS 40000 POLK COUNTY POLICE CHIEFS PO BOX 645 WINTER HAVEN FL 33882 PC SUPPORTING LAW ENFORCEMENT COMMUNITY IN POLK COUNTY, FL 950 IBUILD CENTRAL FLORIDA INC 531 S STATE RD 434 ALTAMONTE SPRINGS FL 32714 PC CONNECT EDUCATION, INDUSTRY AND COMMUNITY TO CREATE CLEAR PATHWAYS INTO THE CONSTRUCTION TRADES 2000 LAKELAND 100 INC 405 KERNEYWOOD ST LAKELAND FL 33803 PC SUPPORT LOCAL CHARITIES 2000 FLORIDA SOUTHERN COLLEGE 111 LAKE HOLLINGSWORTH DR LAKELAND FL 33801 PC SUPPORT COLLEGE ATHLETICS 10000 TAMPA LIGHTHOUSE FOR THE BLIND 1106 W PLATT ST TAMPA FL 33606 PC PROVIDE RESOURCES AND SUPPORT FOR INDIVIDUALS WITH VISUAL IMPAIRMENTS 1250 BREAST CANCER FOUNDATION OF CENTRAL FLORIDA 3825 FLORIDA AVE S SUITE 4C LAKELAND FL 33813 PC ASSIT WITH NON-MEDICAL FINANCIAL SUPPORT FOR BREAST CANCER FIGHTERS AND FAMILIES 5000 HIS HOPE HOUSE CORP 4828 CELIA CIRDE W LAKELAND FL 33813 PC SUPPORT FIRST-TIME EXPECTANT MOMS 20000 BASEBALL HAVEN FOUNDATION 2528 CAMDEN PARK CIR DAVENPORT FL 33837 PC ENPOWER AT-RISK AND UNDERPRIVILEGED YOUTH IN CENTRAL FLORIDA 1000 STELLA DUARTE-GROSS PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1000 LAKAYRA VASQUEZ PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1000 BELLAMY BARRIOS PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1500 CLAIRE BRIDGE PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1500 DYLAN MILLER PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1500 LANCE SIMEUS PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1500 ROMAN MENTOR PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1500 DANIELLE MILLER PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1000 NOAH MORELL PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 5000 OLIVIA ZORRILLA PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1250 BEN ROSENBAUER PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1250 GEORGIA PATTON PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1250 JACKSON HALL PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 5000 ELIJAH EVERETT PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1000 STEPHEN GARNER PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 2500 GRACE PAGLIARO PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1250 CARSON HALL PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 2500 ADEDAYO ARUWAJOYE PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1000 ADAM HUGHES PUTNAM JR PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1500 EMMA PUTNAM PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1500 ROBERT BELCHER PO BOX 6899 LAKELAND FL 33807 NONE I SCHOOL SCHOLARSHIP - TUITION ASSISTANCE 1250 FCA WEST CENTRAL FLORIDA PO BOX 1971 LAKELAND FL 33807 PC GENERAL SUPPORT 100000 FIRST BAPTIST CHURCH PO BOX 337 BOCA GRANDE FL 33921 PC GENERAL SUPPORT 30000 HIGHLAND PARK CHURCH 4777 LAKELAND HIGHLANDS RD LAKELAND FL 33813 PC GENERAL SUPPORT 50000 SEEJESUSNET INC 267 MORWOOD RD TELFORD PA 18969 PC GENERAL SUPPORT 5000 ACE MENTOR PROGRAM CENTRAL FL 1501 CHERRY ST PHILADELPHIA PA 19102 PC OFFER HIGH SCHOOL STUDENTS INTRODUCTION TO CONSTRUCTION & ENGINEERING FIELDS 27118 ACE MENTOR PROGRAM POLK COUNTY 1501 CHERRY ST PHILADELPHIA PA 19102 PC OFFER HIGH SCHOOL STUDENTS INTRODUCTION TO CONSTRUCTION & ENGINEERING FIELDS 33924 ACE MENTOR PROGRAM TAMPA BAY 1501 CHERRY ST PHILADELPHIA PA 19102 PC OFFER HIGH SCHOOL STUDENTS INTRODUCTION TO CONSTRUCTION & ENGINEERING FIELDS 33924 FLORIDA FFA FOUNDATION INC 5000 FIRETOWER RD HAINES CITY FL 33844 PC SUPPORT AGRICULTURAL EDUCATION IN FLORIDA 35624 645740 ACE MENTOR PROGRAM POLK COUNTY 1501 CHERRY ST PHILADELPHIA PA 19102 PC OFFER HIGH SCHOOL STUDENTS INTRODUCTION TO CONSTRUCTION & ENGINEERING FIELDS 17500 ACE MENTOR PROGRAM CENTRAL FL 1501 CHERRY ST PHILADELPHIA PA 19102 PC OFFER HIGH SCHOOL STUDENTS INTRODUCTION TO CONSTRUCTION & ENGINEERING FIELDS 10000 ACE MENTOR PROGRAM TAMPA BAY 1501 CHERRY ST PHILADELPHIA PA 19102 PC OFFER HIGH SCHOOL STUDENTS INTRODUCTION TO CONSTRUCTION & ENGINEERING FIELDS 17500 FLORIDA FFA FOUNDATION INC 5000 FIRETOWER RD HAINES CITY FL 33844 PC SUPPORT AGRICULTURAL EDUCATION IN FLORIDA 10000 LAKELAND DUGOUT CLUB PO BOX 7092 LAKELAND FL 33807 PC SUPPORT LAKELAND HIGH SCHOOL SPORTS 20000 75000 14 35531 18 19320 0 54851 0 54851 0 0 0 0 0 0 0 0 0 0 X X 1 S ANDREW NORMAN 6 BROOK LANE LAKELAND FL 33807 400000 X 2 S ADAM NORMAN 4305 OAK GLEN ROAD LAKELAND FL 33807 400000 X ACCOUNTING FEES 9388 2347 7041 THE FLORIDA ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF THE FORM 990-PF TO BE FILED WITH THE STATE. LORD ABBETT SHORT DURATION HIGH YLD 19451 19924 TRANSAMERICA SHORT-TERM BOND CL I 63655 64741 TRANSAMERICA BOND CLASS I 50708 49644 FIDELITY TOTAL BOND ETF 51054 49536 FIRST TR EXCHANGE-TRADED FD IV SENIOR LN 34732 35142 FIRST TR EXCHANGE-TRADED FD IV LNG DUR OPRTUN 17239 17256 FIRST TR EXCHANGE TRADED FD IV CORE INVESTMENT GRADE ETF 48836 49002 FIRST TR EXCHNG TRADED FD VIII TCW 33904 34337 POWERSHARES ACTIVELY MANAGED ULTRA SHRT 34697 34676 ISHARES TR ISHS 5-10YR INVT 34690 33997 PRINCIPAL EXCHANGE TRADED FDS ACTIVE 32967 34255 GLOBAL X FDS GLOBAL X URANIUM 7906 8061 FIRST TR EXCHANGE-TRADED FD VII GLOBAL TACTICAL COMMODITY STRATEGY 14989 15507 ACCENTURE PLC 7770 8443 COCA-COLA EUROPACIFIC PARTNERS 9448 11368 LINDE PLC 4706 5024 TRANE TECHNOOGIES PLC COM USD1 2241 2585 CHUBB LIMITED 2808 3592 ABBOTT LABORATORIES 7422 8031 ABBVIE INC 5699 6930 ALTRIA GROUP INC 9578 11504 ANALOG DEVICES INC 8374 9136 AUTOMATIC DATA PROCESSING INC 6960 8489 BLACKROCK INC 6116 8201 BROADCOM INC 3941 10201 CAN FINANCIAL 10938 10980 COCA-COLA CO 5857 6164 DTE ENERGY CO 9811 10988 EXXON MOBIL CORP 6924 6777 FIDELITY NATIONAL FINANCIAL FNF GROUP 9146 11284 GENERAL MILLS 10927 10203 HOME DEPOT INC 7295 8558 HONEYWELL INTERNATIONAL INC 10818 12198 JPMORGAN CHASE & CO 4964 7910 JOHNSON &JOHNSON 7202 6508 KINDER MORGAN 9839 14577 MARSH &MCLENNAN COMPANIES INC 2479 2761 MCDONALD S CORP 5234 5508 MICROSOFT CORP 16863 21075 MORGAN STANLEY 8632 12195 NEXTERA ENERGY INC 5386 5664 NORDSTROM 11009 12510 OLD REPUBLIC INTERNATIONAL CORP 9100 12015 ONEOK INC 8842 13353 ORACLE CORP 6299 9832 PHILLIPS 66 1644 1937 PROCTER AND GAMBLE CO 4808 5365 REPUBLIC SERVICES INC 1682 2213 SPROTT PHYSICAL GOLD TRUST 5984 7734 SPROTT PHYSICAL SILVER TRUST 6207 7681 TJX COMPANIES INC 7512 7611 TAIWAIN SEMICONDUCTOR MANUFACTURING 7763 11454 TRUIST FINL CORP 10323 11539 TYSON FOODS INC 6571 5916 UGI CORP 10386 12054 UNION PAC CORP 7276 7297 UNITED PARCEL SERVICE INC 9176 8070 UNITEDHEALTH GROUP INC 8500 8600 VERIZON COMMUNICATIONS INC 10297 10357 VIATRIS INC 9534 11715 WESTERN UNION 10970 10134 WILLIAMS COS INC 8566 13801 DIGITAL REALTY TRUST INC 8936 13122 EPR PROPERTIES SBI 10795 10937 PROLOGIS INC 6662 5814 SL GREEN RLTY CORP 7489 11954 14434 14434 0 0 LEGAL FEES 2000 0 2000 CLAYS FOR A CAUSE FUNDRAISING EXPENSES 58837 0 58837 MARKETING 8810 0 7810 MISCELLANEOUS EXPENSE 17458 0 17293 INVESTMENT MANAGEMENT FEES 6111 6111 0 FOREIGN TAXES 185 185 0 EXCISE TAXES 375 0 0