2025-06-05T07:13:57-05:00 2023-12-31 994625061 CRI ADVISORS LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990 2023-01-01 593354789 RODEHEAVER FOUNDATION INC RODE 3863286716 3400 CRILL AVE PALATKA FL 32177 BOBBY COTHREN CURRENT PRESIDENT 3863286716 2025-06-04 1 0 DANA ALEXANDER P01425283 9043566023 2025-06-04 2023 2025-03-06 01:10:19Z BOBBY COTHREN 3400 CRILL AVE PALATKA FL 32177 1006832 0 X N/A X 1995 FL THE ORGANIZATION WAS FORMED SOLELY FOR CHARITABLE PURPOSES TO OBTAIN DONATIONS OF MONEY AND PROPERTY, MANAGE ITS ASSOCIATED INVESTMENT PORTFOLIO AND, FROM TIME TO TIME AS MAY BE NECESSARY IN THE SOLE DISCRETION OF THE TRUSTEES, PROVIDE FINANCIAL ASSISTANCE TO ANY QUALIFIED NON-PROFIT CORPORATION THAT PROVIDES CARE FOR NEEDY CHILDREN. 10 10 1 10 0 0 207124 117408 0 0 167780 127891 0 402 374904 245701 367355 86959 0 0 87347 88120 0 0 171391 98693 148386 553395 323465 -178491 -77764 3730299 4336931 19849 27156 3710450 4309775 X THE ORGANIZATION WAS FORMED SOLELY FOR CHARITABLE PURPOSES TO OBTAIN DONATIONS OF MONEY AND PROPERTY, MANAGE ITS ASSOCIATED INVESTMENT PORTFOLIO AND, FROM TIME TO TIME AS MAY BE NECESSARY IN THE SOLE DISCRETION OF THE TRUSTEES, PROVIDE FINANCIAL ASSISTANCE TO ANY QUALIFIED NON-PROFIT CORPORATION THAT PROVIDES CARE FOR NEEDY CHILDREN. 0 0 86959 86959 402 THE ORGANIZATION MANAGED ITS INVESTMENT PORTFOLIO AND USED THE INCOME FROM DIVIDENDS AND SALES OF STOCK TO SUPPORT QUALIFIED NON-PROFIT ORGANIZATIONS THAT PROVIDE CARE FOR NEEDY CHILDREN. 86959 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X BEN BATES 3863286716 3400 CRILL AVENUE PALATKA FL 32177 X DANIEL MARTINEZ PRESIDENT 1.00 X X 0 0 0 BOBBY COTHREN VICE PRESIDENT 1.00 X X 0 0 0 THE HONORABLE EDWARD E HEDSTROM SECRETARY 1.00 X X 0 0 0 C BEN BATES JR TREASURER 1.00 X X 0 0 0 JOHN P BROWNING JR TRUSTEE 1.00 X 0 0 0 CARLTON SPENCE TRUSTEE 1.00 X 0 0 0 DR STEVE CHAPMAN TRUSTEE 1.00 X 0 0 0 MARC SPALDING TRUSTEE 1.00 X 0 0 0 DR RICHARD PERALLON TRUSTEE 1.00 X 0 0 0 DONALD HOLMES TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 117408 117408 107414 107414 781608 761131 20477 20477 20477 MISC. REVENUE-RELATED- 900099 402 402 402 245701 402 0 127891 X 86959 86959 80000 80000 2000 2000 6120 6120 29100 29100 25248 25248 57900 57900 3645 2348 1297 24074 24074 200 200 1919 1919 ADMINISTRATIVE EXPENSES 2862 2862 MISCELLANEOUS 2736 2736 TAXES 702 702 323465 86959 65115 171391 73742 42209 4078 4081 143857 143857 67375 60140 57310 40150 57310 3388263 4027366 10866 0 1968 1968 3730299 4336931 19849 27156 19849 27156 X 1965649 2265745 1744801 2044030 3710450 4309775 3730299 4336931 X -77764 389456 270473 17160 X 0 1 X 1 0 X X X 1 RODEHEAVER BOYS RANCH INC 590830750 10 1 86425 0 1 86425 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION A, LINE 1: THE CURRENT ARTICLES OF INCORPORATION DESIGNATE BY CLASS OR PURPOSE BY STATING THAT THE ORGANIZATION MAY SUPPORT ANY NON-PROFIT PROVIDING CARE FOR NEEDY CHILDREN. IN 2021 THE RODEHEAVER FOUNDATION, INC. SUPPORTED THE RODEHEAVER BOYS RANCH, INC. WHICH WAS NAMED IN THE ORGANIZATION'S ORIGINAL ARTICLES OF INCORPORATION AND WITH WHICH A HISTORIC AND CONTINUING RELATIONSHIP EXISTS. THE ENTIRE BOARD OF TRUSTEES OF THE RODEHEAVER FOUNDATION, INC. CONSISTS OF FORMER PRESIDENTS OF THE BOARD OF DIRECTORS OF THE RODEHEAVER BOYS RANCH, INC. MANY OF THESE INDIVIDUALS REMAIN ACTIVE AND INVOLVED SUPPORTERS OF THE RODEHEAVER BOYS RANCH, INC. THEREFORE, THE BOARD OF THE RODEHEAVER FOUNDATION, INC. HAS AN ONGOING KNOWLEDGE AND COMMUNICATION WITH THE RODEHEAVER BOYS RANCH, INC. PART IV, SECTION D, LINE 3: THE BOARD OF TRUSTEES OF RODEHEAVER FOUNDATION, INC. CONSISTS SOLELY OF FORMER PRESIDENTS OF THE BOARD OF TRUSTEES OF RODEHEAVER BOYS RANCH, INC (THE SUPPORTED ORGANIZATION). MANY OF THESE INDIVIDUALS REMAIN ACTIVE IN SUPPORT OF OR EVEN CONTINUE TO SERVE ON THE BOARD OF TRUSTEES OF RODEHEAVER BOYS RANCH, INC. THEREFORE, THERE IS A DIRECT CHANNEL OF COMMUNICATION BETWEEN THE TWO ORGANIZATIONS AND THE RODEHEAVER BOYS RANCH, INC. IS ABLE TO INFLUENCE AND ITS FINANCIAL NEEDS ARE READILY KNOWN. PART IV, SECTION E, LINE 2A: RODEHEAVER FOUNDATION, INCORPORATED'S PRIMARY PURPOSE IS TO CONDUCT TARGETED FUNDRAISING/CAPITAL CAMPAIGNS, RECEIVE DONATIONS, MANAGE ITS INVESTMENT PORTFOLIO AND PROVIDE FINANCIAL ASSISTANCE TO ITS SUPPORTED ORGANIZATION. IT CONDUCTS NO OTHER DAY-TO-DAY OPERATIONS. THEREFORE ALL OF ITS ACTIVITIES DIRECTLY FURTHER THE EXEMPT PURPOSE OF ITS SUPPORTED ORGANIZATION. DURING 2023, THE RODEHEAVER FOUNDATION, INC. SUPPORTED THE RODEHEAVER BOYS RANCH, INC. THE BOARD OF TRUSTEES OF THE RODEHEAVER FOUNDATION, INC. CONSISTS SOLELY OF FORMER PRESIDENTS OF THE BOARD OF DIRECTORS OF RODEHEAVER BOYS RANCH, INC. AS A BOARD, THEY MAINTAIN CLOSE COMMUNICATION WITH, AND MAKE DECISIONS REGARDING FINANCIAL ASSISTANCE IN THE FORM OF LOANS AND/OR GRANTS BASED ON THE NEEDS OF ITS SUPPORTED ORGANIZATION, THE RODEHEAVER BOYS RANCH, INC. PART IV, SECTION E, LINE 2B RODEHEAVER FOUNDATION, INC. ENGAGES IN ACTIVITIES SUCH AS TARGETED FUNDRAISING, CAPITAL CAMPAIGNS AND INVESTMENT PORTFOLIO MANAGEMENT DECISIONS THAT PERFORM CERTAIN FUNCTIONS OF, OR FURTHER THE PURPOSE OF, THE SUPPORTED ORGANIZATION(S). THE SUPPORTED ORGANIZATION(S) WOULD HAVE TO UNDERTAKE SUCH ACTIVITIES BUT FOR THE EXISTENCE AND INVOLVEMENT OF RODEHEAVER FOUNDATION, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57310 57310 57310 X 627069 389456 17160 406616 220453 25248 25248 245701 298217 0 298217 25248 25248 323465 PART X, LINE 2: THE FOUNDATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORELIKELY-THANNOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2023, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN IN VALUE OF LAND 17,160. 1 RODEHEAVER BOYS RANCH INC 380 BOYS RANCH ROAD PALATKA FL 32177 590830750 501(C)3 86425 0 FOR THE CARE, SUPPORT, MAINTENANCE AND EDUCATION OF THE BOYS AT RODEHEAVER BOYS RANCH. PART I, LINE 2: THE ORGANIZATION MONITORED ITS SOLE BENEFICIARY OF GRANT FUNDS IN 2023 THROUGH REVIEW OF PERIODIC FINANCIAL REPORTS AND ALSO WITH FREQUENT VERBAL COMMUNICATION AS TO NEEDS AND USES OF FUNDS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE ORGANIZATION'S FORM 990 IS GIVEN TO EACH MEMBER OF THE BOARD OF TRUSTEES AND THEN IT IS REVIEWED AND DISCUSSED AT ONE OF THEIR MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES:OUTSIDE CONTRACT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 57,900. TOTAL EXPENSES 57,900. FORM 990, PART XI, LINE 9: GAIN (LOSS) CHANGE IN MV OF LAND 17,160. RODEHEAVER BOYS RANCH INC 380 BOYS RANCH ROAD PALATKA FL 32177 590830750 BOYS' HOME FL 501C3 LINE 10 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RODEHEAVER BOYS RANCH INC - 59-0830750 B 86425 CASH RODEHEAVER BOYS RANCH INC - 59-0830750 D 42500 CASH