2026-09-16T08:02:58-07:00 2025-12-31 592984959 MORRIS & MORRIS PA CPAs PO BOX 56375 JACKSONVILLE FL 32241 990PF 2025-01-01 593614373 YEGELWEL FAMILY FOUNDATION INC YEGE 9042687972 10234 SCOTT MILL ROAD JACKSONVILLE FL 32257 EVAN J YEGELWEL PRESIDENT/DIRECTOR 9042687972 2026-09-16 true JOEL C MORRIS P00355722 9047374241 2026-09-16 2025 X 658873 X 120084 11765 11765 11765 4989 4989 4989 3680 90501 3680 0 0 140518 20434 16754 0 2500 2500 0 390 390 0 2282 2282 5172 0 5172 40291 40291 45463 0 45463 95055 20434 16754 8 7 7 285474 254965 254965 0 0 239329 402721 402721 0 0 0 2907 1180 1180 527718 658873 658873 0 0 0 0 0 X 527718 658873 527718 658873 527718 658873 527718 95055 36100 658873 658873 CD PNC BANK REDEMPTION P 2024-07-12 2025-01-17 40000 0 40000 0 0 0 0 0 CD MORGAN STANLEY REDEMPTION P 2023-02-02 2025-02-10 30000 0 30000 0 0 0 0 0 CD VALLEY NATIONAL BANK P 2024-07-05 2025-07-09 10000 0 10000 0 0 0 0 0 ISHARES CORE S&P US GROWTH P 2018-05-30 2025-03-13 381 0 172 209 0 0 0 209 ISHARES CORE S&P US GROWTH P 2018-05-30 2025-09-29 6058 0 2122 3936 0 0 0 3936 VANGUARD RUSSELL 2000 P 2021-07-12 2025-03-13 3529 0 4025 -496 0 0 0 -496 VANGUARD RUSSELL 2000 P 2021-07-12 2025-09-29 488 0 457 31 0 0 0 31 BLACKROCK LIQUIDITY FUND FEDFUND P 2024-02-15 2025-03-13 45 0 45 0 0 0 0 0 3680 0 284 0 284 0 284 277 0 277 277 7 0 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 NONE 0 NONE 0 JACKSONVILLE JEWISH CENTER 17059 ALS ASSOCIATION 5150 RIVER GARDEN SENIOR SERVICES 5000 JEWISH COMMUNITY ALLIANCE 3400 269369 101526 168445 539340 0 539340 8090 531250 26563 26563 284 284 26279 26279 26279 45463 45463 26279 13206 14535 15820 21989 19560 85110 45463 0 26279 19184 104294 0 0 0 0 13206 91088 14535 15820 21989 19560 19184 SEE ATTACHED STATEMENT NONE X JACKSONVILL JEWISH CENTER 3662 CROWN POINT ROAD JACKSONVILLE FL 32257 PC CHARITABLE PURPOSES 17059 ALS ASSOCIATION 1300 WILSON BOULEVARD SUITE 600 ARLINGTON VA 22209 PF CHARITABLE PURPOSES 5150 RIVER GARDEN SENIOR SERVICES 11401 OLD SAINT AUGUSTINE ROAD JACKSONVILLE FL 32258 PF CHARITABLE PURPOSES 5000 JEWISH COMMUNITY ALLIANCE 8505 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 PF CHARITABLE SERVICES 3400 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 PF CHARITABLE PURPOSES 1800 ETZ CHAIM SYNAGOGUE 10167 SAN JOSE BOULEVARD JACKSONVILLE FL 32257 PC CHARITABLE PURPOSES 1600 THE SCHECTER INSTITUTES PO BOX 8500 PHILADELPHIA PA 19178 PF CHARITABLE SERVICES 1360 JEWISH FEDERATION OF NE FLORIDA 8505 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 PF CHARITABLE SERVICES 1000 LJD JEWISH FAMILY & COMMUNITY SERVICES 8540 BAYCENTER ROAD JACKSONVILLE FL 32256 PF CHARITABLE SERVICES 1000 ACCIDENTAL TALMUDIST 5042 WILSHIRE BOULEVARD 170 LOS ANGELES CA 90036 PF CHARITABLE SERVICES 540 MAGEN DAVID ADOM 20 W 36TH STREET 1100 NEW YORK NY 10018 PF CHARITABLE SERVICES 500 VARIOUS OTHER CHARITIES UNDER 500 10234 SCOTT MILL ROAD JACKSONVILLE FL 32257 PC CHARITABLE SERVICES 1882 40291 11765 4989 3680 20434 20434 N/A N/A false false false false false false false false false false X X 1 ARLENE S YEGELWEL 10234 SCOTT MILL ROAD JACKSONVILLE FL 32257 60042 X 2 EVAN J YEGELWEL 10234 SCOTT MILL ROAD JACKSONVILLE FL 32257 60042 X 1 NVIDIA COMMON STOCK 319 SHARES 60042 2025-12-29 2 NVIDIA COMMON STOCK 319 SHARES 60042 2025-12-29 MORRIS AND MORRIS ACCOUNTING AND TAX SERVICES 2500 VANGUARD RUSSELL 2000 257 SHRS 25577 25577 VANGUARD FTSE EMERGING MARKETS ETF 520 SHRS 27955 27955 VANGUARD FTSE DEVELOPED MARKETS ETF 750 SHRS 46853 46853 ISHARES CORE S&P U.S. GROWTH ETF 494 SHRS 82962 82962 ISHARES CORE S&P US VALUE ETF 979 SHRS 100387 100387 NVIDA COMMON STOCK 638 SHRS 118987 118987 ACCRUED INTEREST PER MERRILL LYNCH 2907 1180 1180 ML INVESTMENT ADVISORY FEES 2071 2071 ML ANNUAL SERVICE FEE 150 150 STATE ANNUAL FEE 61 61 INCREASE IN UNREALIZED APPRECIATION 36100 US TREASURY TAXES 209 209 FOREIGN TAXES ON DIVIDENDS 181 181