2025-10-24T10:09:53-07:00 2024-12-31 592984959 MORRIS & MORRIS PA CPAs PO BOX 56375 JACKSONVILLE FL 32241 990PF 2024-01-01 593614373 YEGELWEL FAMILY FOUNDATION INC YEGE 9042687972 10234 SCOTT MILL ROAD JACKSONVILLE FL 32257 EVAN J YEGELWEL PRESIDENT/DIRECTOR 9042687972 2025-10-24 true true JOEL C MORRIS P00355722 9047374241 2025-10-24 2024 2025-03-06 01:10:19Z X 527718 X 125000 8150 8150 8150 4283 4283 4283 2611 39321 2611 0 0 140044 15044 12433 0 2500 2500 0 368 368 0 1893 1893 4761 0 4761 39649 39649 44410 0 44410 95634 15044 12433 3 8 8 222101 285474 285474 0 0 175565 239329 239329 0 0 0 1272 2907 2907 398941 527718 527718 0 0 0 0 0 X 398941 527718 398941 527718 398941 527718 398941 95634 33143 527718 527718 VANGUARD FTSE EMERGING MARKETS P 2018-05-30 2024-10-10 382 0 356 26 0 0 0 26 VANGUARD FTSE DEVELOPED MARKETS P 2018-05-30 2024-02-15 2775 0 2572 203 0 0 0 203 ISHARES CORE S&P US GROWTH P 2018-05-30 2024-02-15 1466 0 745 721 0 0 0 721 ISHARES CORE S&P US VALUE P 2018-05-30 2024-02-15 1889 0 1190 699 0 0 0 699 ISHARES CORE S&P US VALUE P 2018-05-30 2024-10-10 2284 0 1298 986 0 0 0 986 VANGUARD RUSSELL 2000 P 2021-07-12 2024-10-10 525 0 549 -24 0 0 0 -24 SALLIE MAE BANK REDEMPTION P 2019-04-10 2024-04-17 30000 0 30000 0 0 0 0 0 2611 209 0 209 0 209 486 0 486 -486 277 277 false false false false false false false true true true false false false false true N/A EVAN J YEGELWEL 9042687972 10234 SCOTT MILL ROAD JACKSONVILLE FL 322576225 false false false false false false false false false false false false false false false false false false false false false false EVAN J YEGELWEL 10234 SCOTT MILL ROAD JACKSONVILLE FL 32257 PRESIDENT/DIRECTOR 1.00 0 0 0 ARLENE S YEGELWEL 10234 SCOTT MILL ROAD JACKSONVILLE FL 32257 VP/SEC/TREAS 2.00 0 0 0 STEVEN J SHERMAN 304 SEA MOSS LANE PONTE VEDRA BEACH FL 32082 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 RIVER GARDEN SENIOR SERVICES 10000 JACKSONVILLE JEWISH CENTER 8272 JEWISH FEDERATION OF NORTHEAST FLORIDA 7000 ARTHRITIS FOUNDATION 1020 213107 108399 187314 508820 0 508820 7632 501188 25059 25059 209 209 24850 24850 24850 44410 44410 24850 12410 13206 14535 15820 21989 77960 44410 0 24850 19560 97520 0 0 0 0 12410 85110 13206 14535 15820 21989 19560 SEE ATTACHED STATEMENT NONE X RIVER GARDEN SENIOR SERVICES 11401 OLD SAINT AUGUSTINE ROAD JACKSONVILLE FL 32258 PF CHARITABLE PURPOSES 10000 JACKSONVILLE JEWISH CENTER 3662 CROWN POINT ROAD JACKSONVILLE FL 32257 PC CHARITABLE PURPOSES 8272 JEWISH FEDERATION OF NE FLORIDA 8505 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 PF CHARITABLE PURPOSES 7000 ARTHRITIS FOUNDATION 1355 PEACHTREE STREET SUITE 600 ATLANTA GA 30309 PF CHARITABLE PURPOSES 1020 THE SCHECHTER INSTITUTES PO BOX 8500 PHILADELPHIA PA 19178 PF CHARITABLE PURPOSES 500 JEWISH GRAD ORGANIZATION 1543 SOUTH CREST DRIVE LOS ANGELES CA 90035 PF CHARITABLE SERVICES 500 VARIOUS OTHER CHARITIES UNDER 500 10234 SCOTT MILL ROAD JACKSONVILLE FL 32257 PC CHARITABLE SERVICES 12357 39649 8150 4283 2611 15044 15044 N/A N/A false false false false false false false false false false X X 1 ARLENE SYEGELWEL 10234 SCOTT MILL ROAD JACKSONVILLE FL 32257 62500 X 2 EVAN J YEGELWEL 10234 SCOTT MILL ROAD JACKSONVILLE FL 32257 62500 X MORRIS AND MORRIS ACCOUNTING AND TAX SERVICES 2500 SALLIE MAE BANK REDEMPTION 2019-04 Purchased 2024-04 30000 30000 0 VANGUARD EMERGING MARKETS 2018-05 Purchased 2024-10 382 356 26 VANGUARD DEVELOPED MARKETS 2018-05 Purchased 2024-02 2775 2572 203 ISHARES CORE S&P US GROWTH 2018-05 Purchased 2024-02 1466 745 721 ISHARES CORE S&P US VALUE 2018-05 Purchased 2024-02 1889 1190 699 ISHARES CORE S&P US VALUE 2018-05 Purchased 2024-10 2284 1298 986 VANGUARD RUSSELL 2000 2021-07 Purchased 2024-10 525 549 -24 VANGUARD RUSSELL 2000 306 SHRS 27335 27335 VANGUARD FTSE EMERGING MARKETS ETF 513 SHRS 22593 22593 VANGUARD FTSE DEVELOPED MARKETS ETF 662 SHRS 31657 31657 ISHARES CORE S&P U.S. GROWTH ETF 534 SHRS 74413 74413 ISHARES CORE S&P US VALUE ETF 900 SHRS 83331 83331 ACCRUED INTEREST PER MERRILL LYNCH 1272 2907 2907 ML INVESTMENT ADVISORY FEES 1682 1682 ML ANNUAL SERVICE FEE 150 150 STATE ANNUAL FEE 61 61 INCREASE IN UNREALIZED APPRECIATION 33143 US TREASURY TAXES 194 194 FOREIGN TAXES ON DIVIDENDS 174 174