2025-08-11T14:31:00-05:00 2024-12-31 590548468 PURVIS GRAY & COMPANY LLP 507 N NEW YORK AVE 200 WINTER PARK FL 32789 990PF 2024-01-01 593688456 WILLIAMS FAMILY FOUNDATION C/O LEONARD E WILLIAMS JR WILL 4078966911 1603 E MARKS STREET ORLANDO FL 32803 LEONARD E WILLIAMS DIRECTOR 4078966911 2025-06-25 1 1 DAVID LEE CPA P00283801 3215944112 2025-06-25 2024 2025-03-06 01:10:19Z X 35907827 X X 119562 119562 312578 312578 300806 300806 202828 775932 2929102 775932 271956 271956 1780834 1780834 0 0 0 8675 0 8675 144085 68030 76055 67013 55307 0 43871 27273 7717 7717 0 363793 32624 315636 635154 190951 400366 1648558 1648558 2283712 190951 2048924 -502878 1589883 358193 246073 246073 424600 1160400 1160400 25810546 25311856 28645912 1000000 90496 936777 909504 1000000 3162808 2978500 3546209 1222174 358745 880043 863429 1222174 76055 87059 87059 31649022 31556821 35907827 29150 28500 31268 28500 60418 X 0 0 0 0 31620522 31496403 31620522 31496403 31649022 31556821 31620522 -502878 378759 31496403 0 31496403 WELLS FARGO SHORT TERM P 406325 409245 -2920 -2920 WELLS FARGO LONG TERM P 2131583 1709683 421900 421900 WELLS FARGO LONG TERM- 28% P 2598 2598 2598 ACL ALTERNATIVE FUND SHORT TERM P 2546 13697 -11151 -11151 ACL ALTERNATIVE FUND LONG TERM P 2546 20545 -17999 -17999 MAGNITUDE INT'L-A SHORT TERM P 202 202 202 WELLS FARGO LONG TERM- CG DISTRIBUTIONS P 383302 383302 383302 775932 22099 0 22099 0 22099 15853 0 7000 0 22853 198 556 556 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A LEONARD E WILLIAMS JR 4078966911 1603 E MARKS STREET ORLANDO FL 32803 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEONARD E WILLIAMS JR 1603 E MARKS STREET ORLANDO FL 32803 DIRECTOR 0.00 0 0 0 JOHN A WILLIAMS 1603 E MARKS STREET ORLANDO FL 32803 DIRECTOR 0.00 0 0 0 MICHAEL J WILLIAMS 1603 E MARKS STREET ORLANDO FL 32803 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 32615764 1174772 2346384 36136920 0 0 36136920 542054 35594866 1779743 1779743 22099 22099 1757644 0 1757644 0 1757644 2048924 0 2048924 1757644 167259 0 0 2048924 167259 0 0 1757644 124021 0 0 124021 0 0 0 0 0 0 0 124021 124021 APPLICATION COMMITTEE PO BOX 536845 ORLANDO FL 32853 4078966911 FINANCIAL AFFIDAVIT AND PURPOSE OF GRANT. NONE ANY PERSON RELATED TO LEONARD E. OR MARJORIE H. WILLIAMS OR AN EMPLOYEE, OFFICER, OR DIRECTOR OF THE FOUNDATION IS NOT ENTITLED TO RECEIVE A GRANT. 4ROOTS 1918 W PRINCETON ST ORLANDO FL 32804 N/A PC GENERAL OPERATING EXPENSE 10000 ADVENTHEALTH FOUNDATION CENTRAL FL 800 N MAGNOLIA AVE ORLANDO FL 32804 N/A PC GENERAL OPERATING EXPENSE 142858 ALZHEIMER'S ASSOCIAION 14010 ROOSEVELT BLVD SUITE 709 CLEARWATER FL 33762 N/A PC ORLANDO WALK, GENERAL OPERATING EXPENSE 63500 BETHUNE-COOKMAN UNIVERSITY 640 DR MARY MCLEOD BETHUNE BLVD DAYTONA BEACH FL 32114 N/A PC GENERAL OPERATING EXPENSE 10000 BOY SCOUTS OF AMERICA--CENTRAL FL COUNCIL 1951 SOUTH ORANGE BLOSSOM TRAIL APOPKA FL 32703 N/A PC GENERAL OPERATING EXPENSE, CLAY SHOOT FUNDRAISER, GOLF TOURNAMENT FUNDRAISER, EAGLE KITS 50000 BPOE LODGE 1241 100 E 2ND ST SANFORD FL 32771 N/A PC GENERAL OPERATING EXPENSE 10000 BXI FOUNDATION 8929 TIBET BAY DR ORLANDO FL 32819 N/A PC GOLF TOURNAMENT FUNDRAISER 25000 CANINE COMPANIONS FOR INDEPENDENCE 8150 CLARCONA OCOEE RD ORLANDO FL 32818 N/A PC GENERAL OPERATING EXPENSE 10000 CENTRAL FLORIDA YMCA FOUNDATION 433 N MILLS AVE ORLANDO FL 32803 N/A PC GENERAL OPERATING EXPENSE 410000 CROSSNORE COMMUNITIES PO BOX 249 CROSSNORE NC 28616 N/A PC SCHOOL UNIFORMS, HURRICANE RELIEF, BRIDGING FAMILIES COMMUNITY 215000 EPILEPSY ASSN OF CENTRAL FLORIDA 109 N KIRKMAN RD ORLANDO FL 32811 N/A PC GENERAL OPERATING EXPENSES, BUILDING REPAIRS, EPILEPSY WALK, GOLF TOURNAMENT 77250 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 MAITLAND SUMMIT BLVD MAITLAND FL 32810 N/A PC GENERAL OPERATING EXPENSES 10000 FLORIDA CITRUS SPORTS 1 CITRUS BOWL PLACE ORLANDO FL 32805 N/A PC GOLF TOURNAMENT FUNDRAISER 10500 FOUNDATION FOR SEMINOLE STATE COLLEGE 1055 AAA DR SUITE 209 HEATHROW FL 32746 N/A PC GENERAL OPERATING EXPENSES, SCHOLARSHIPS 51000 HELPFUL HANDS INC PO BOX 620062 OVIEDO FL 32762 N/A PC GENERAL OPERATING EXPENSE 21500 J DOUGLAS WILLIAMS YMCA 665 LONGWOOD LAKE MARY RD LAKE MARY FL 32746 N/A PC GOLF TOURNAMENT 10000 KIDS HOUSE OF SEMINOLE 5467 CR 427 SANFORD FL 32773 N/A PC GALA SPONSORSHIP 4000 LEUKEMIA & LYMPHOMA SOCIETY NORTH FLORIDA 301 W PLATT ST A398 TAMPA FL 33606 N/A PC ORLANDO LIGHT THE NIGHT SPONSORSHIP 200 MARJORIE WILLIAMS ACADEMY 129 ALLEN CIRCLE NEWLAND NC 28657 N/A PC GENERAL OPERATING EXPENSES 5000 MUSCULAR DYSTROPHY ASSN INC P O BOX 7410354 CHICAGO IL 60674 N/A PC GENERAL OPERATING EXPENSES 250 ORLANDO HEALTH FOUNDATION 3160 SOUTHGATE COMMERCE BLVD SUITE 50 ORLANDO FL 32806 N/A PC BREAST CARE CENTER 15000 ORLANDO MUSEUM OF ART 2416 N MILLS AVE ORLANDO FL 32803 N/A PC FAMILY DAY SPONSORSHIP 20000 ORLANDO UNION RESCUE MISSION 1521 W WASHINGTON ST ORLANDO FL 32805 N/A PC GENERAL OPERATING EXPENSES 22000 PARALYZED VETERANS OF AMERICA 2711 S DESIGN COURT SANFORD FL 32773 N/A PC GENERAL OPERATING EXPENSES 1500 PET ALLIANCE OF GREATER ORLANDO PO BOX 617439 ORLANDO FL 32861 N/A PC MEDICAL FACILITY 150000 THE 4R FOUNDATION INC 210 N PARK AVE WINTER PARK FL 32789 N/A PC GENERAL OPERATING EXPENSES 200000 THE JOBS PARTNERSHIP OF FLORIDA 2250 LEE RD SUITE 201 WINTER PARK FL 32789 N/A PC GENERAL OPERATING EXPENSES 5000 THE RUSSELL HOME 510 HOLDEN AVE ORLANDO FL 32839 N/A PC GENERAL OPERATING EXPENSE 10000 TRINITY PREPARATORY SCHOOL 5700 TRINITY PREP LANE WINTER PARK FL 32792 N/A PC GOLF TOURNAMENT FUNDRAISER 3000 WILLIAMS YMCA OF AVERY COUNTY PO BOX 707 LINVILLE NC 28646 N/A PC GOLF TOURNAMENT FUNDRAISER, HURRICANE RELIEF 20000 WILLIAMS YMCA 2178 PACKING DISTRICT WAY ORLANDO FL 32804 N/A PC BACK-TO-SCHOOL SUPPLIES, JINGLE JOG SPONSORSHIP 6000 WUERFFEL FOUNDATION 1566 DONALD LEE HOLLOWELL PKWY NW SUITE 115 ATLANTA GA 30318 N/A PC GENERAL OPERATING EXPENSES 60000 1648558 0 14 119562 14 312578 16 202828 15 271956 18 775932 0 1682856 0 1682856 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8675 0 8675 BUILDING 1989-05-01 3226 3226 SL 31.500000000000 0 0 BUILDING 1993-07-01 3000 2001 SL 39.000000000000 77 0 BUILDING 1993-12-19 4252 3180 SL 39.000000000000 109 0 BUILDING 1994-01-01 1100 1100 SL 39.000000000000 0 0 BUILDING 1995-06-01 7322 4918 SL 39.000000000000 188 0 BUILDING 1996-04-01 4000 2869 SL 39.000000000000 103 0 BUILDING 1994-04-01 8505 5973 SL 39.000000000000 218 0 BUILDING RENOVATION 2007-01-31 201478 87608 SL 39.000000000000 5166 0 BUILDING RENOVATION 2014-01-16 82771 24975 SL 39.000000000000 2122 0 LAND 1989-05-01 160206 L 0 0 FULLY DEPRECIATED ASSETS 1989-01-01 186314 186314 SL 31.500000000000 0 0 LAND 2021-09-01 224000 L 0 0 BUILDING 2021-09-01 336000 19972 SL 39.000000000000 8615 0 LAND 2021-09-01 250000 L 0 0 BUILDING 2021-09-01 750000 63223 SL 27.500000000000 27273 27273 CORPORATE STOCK 13108529 17538695 MUTUAL FUNDS 12203327 11107217 LAND 250000 0 250000 BUILDING 750000 90496 659504 COMPLEMENTARY STRATEGIES AT COST 1846147 2299432 REAL ASSET FUNDS AT COST 1132353 1246777 BUILDING 3226 3226 0 BUILDING 3000 2078 922 BUILDING 4252 3289 963 BUILDING 1100 1100 0 BUILDING 7322 5106 2216 BUILDING 4000 2972 1028 BUILDING 8505 6191 2314 BUILDING RENOVATION 201478 92774 108704 BUILDING RENOVATION 82771 27097 55674 LAND 160206 0 160206 FULLY DEPRECIATED ASSETS 186314 186314 0 LAND 224000 0 224000 BUILDING 336000 28587 307413 CONSTRUCTION IN PROGRESS 76055 87059 87059 OFFICE SUPPLIES & EXPENSE 222 0 222 OVERHEAD EXPENSES 286055 0 286055 INSURANCE EXPENSE 29156 0 29156 LICENSES EXPENSE 203 0 203 TRADER DEDUCTIONS 11472 11472 0 INVESTMENT INTEREST EXPENSE 248 248 0 REFUND OF DONATION 2022 15533 0 0 REPAIRS & MAINTENANCE 17521 17521 0 COMMISSIONS 3383 3383 0 OIL REVENUES 252743 252743 0 OTHER INCOME 19213 19213 0 INVESTMENT BOOK VALUE ADJUSTMENT 378759 SECURITY DEPOSITS 28500 31268 INVESTMENT FEES 68030 68030 0 MANAGEMENT FEES 76055 0 76055 FOREIGN TAXES WITHHELD 13223 13223 0 EXCISE TAXES 11706 0 0 PROPERTY TAXES 33916 33916 0 SALES TAXES 8168 8168 0