2026-02-20T12:19:12-08:00 2025-12-31 454876896 Harris & Company PC 274 SW Broad Street Jesup GA 31545 990PF 2025-01-01 582292440 THE BENEFIELD FOUNDATION INC BENE 9126381010 257 SAINT JAMES AVENUE SAINT SIMONS ISLAND GA 31522 J DEWEY BENEFIELD JR Director 2026-02-20 true JAMES F BARGER SR CPA P00260851 9124273791 2025 2025-03-06 01:10:19Z X 667293 X X 6939 291122 6939 23433 30372 6939 1930 1236 3166 0 0 42975 42975 46141 0 42975 -15769 6939 30306 10552 10552 559037 562725 656741 589343 573277 667293 297 96 297 96 X 589046 573181 589046 573181 589343 573277 589046 -15769 573277 96 573181 35000 PNC FINANCIAL SER 6200 P 2022-08-30 2025-08-29 35327 35428 -101 -101 15000 PNC FINANCIAL SER 6200 P 2022-12-15 2025-08-29 15140 15096 44 44 1400 FRANKLIN US LOW VOLATILITY P 2025-05-07 2025-12-04 56006 56277 -271 -271 425 ISHARES CORE HIGH DIVIDEND EFT P 2024-02-08 2025-05-07 48270 44098 4172 4172 65 PHILLIPS 66 COM P 2016-01-21 2025-05-07 6783 5013 1770 1770 100 PHILLIPS 66 COM P 2016-02-11 2025-05-07 10435 7426 3009 3009 950 PACER US CASH SOWS 100 ETF P 2024-12-18 2025-05-07 48955 56222 -7267 -7267 200 ISHARES PREFERRED & INCOME P 2024-02-08 2025-09-11 6237 6390 -153 -153 30000 ALLY FINANCILA IN 4700 P 2022-07-21 2025-10-20 29166 26027 3139 3139 10000 ALLY FINANCILA IN 4700 P 2022-12-15 2025-10-20 9722 7455 2267 2267 25000 CHARLES SCHWAB CO 5000 P 2022-07-21 2025-10-20 25081 24751 330 330 6939 -7538 96 96 96 96 0 false false false false false false false false true true false false false false true N/A J DEWEY BENEFIELD JR 9126381010 257 SAINT JAMES AVENUE SAINT SIMONS ISLAND GA 31522 false false false false false false false false false false false false false false false false false false false false false false J DEWEY BENEFIELD JR 257 SAINT JAMES AVENUE SAINT SIMONS ISLAND GA 31522 Director 0.00 0 JAMES D BENEFIELD III 816 HAMILTON LANDING DRIVE SAINT SIMONS ISLAND GA 31522 Treasurer 0.00 0 NONE NONE 655257 14486 0 669743 0 669743 10046 659697 32985 32985 96 96 32889 32889 32889 42975 42975 32889 11184 11184 42975 0 32889 10086 21270 0 21270 11184 10086 FREDERICA ACADEMY 200 MURRAY WAY ST SIMONS ISLAND GA 31522 PC GENERAL SUPPORT 30550 STAR OF COASTAL GA 1505 RICHMOND STREET 2ND FLOOR BRUNSWICK GA 31520 PC GENERAL SUPPORT 100 COASTAL GA HISTORICAL SOCIETY 104 W GASTON STREET SAVANNAH GA 31401 PC GENERAL SUPPORT 100 GLYNN VISUAL ARTS 106 ISLAND DRIVE ST SIMONS ISLAND GA 31522 PC GENERAL SUPPORT 100 BOYS AND GIRLSCLUB PO Box 1193 BRUNSWICK GA 31521 PC GENERAL SUPPORT 200 AUXILLARY HOSPIC OF ISLES 1692 GLYNCO PARKWAY BRUNSWICK GA 31525 PC GENERAL SUPPORT 100 GLYNN COUNTY VOL FIRE PO BOX 24157 ST SIMONS ISLAND GA 31522 PC GENERAL SUPPORT 25 GOLDEN ISLES ACT P O BOX 20897 ST SIMONS ISLAND GA 31522 PC GENERAL SUPPORT 1100 GA SHERIFFS ASSOCIATION 1000 SHERIFFS WAY MADISON GA 30650 PC GENERAL SUPPORT 50 COBB ISLES YOUTH ORCHESTRA PO BOX 603 BRUNSWICK GA 31521 PC GENERAL SUPPORT 100 FREDERICA ACADEMY BOOSTER CLUB 200 MURRAY WAY ST SIMONS ISLAND GA 31522 PC GENERAL SUPPORT 250 HOSPICE OF THE GOLDEN ISLES 1692 GLYNCO PARKWAY BRUNSWICK GA 31525 PC GENERAL SUPPORT 3000 CENTERED FOR LIFE 2487 DEMERE ROAD 500 ST SIMONS ISLAND GA 31522 PC GENERAL SUPPORT 1500 UGA FOUNDATION 1 PRESS PLACE SUITE 101 ATHENS GA 30601 PC GENERAL SUPPORT 5500 HOPE 1312 COLLECTIVE 3365 CYPRESS MILL ROAD UNIT 9/10 BRUNSWICK GA 31520 PC GENERAL SUPPORT 300 42975 23433 6939 23433 6939 30372 false false false false false false false false false false ACCOUNTING FEES 1930 0 0 0 MORGAN STANLEY - STOCKS 157325 217694 MORGAN STANLEY- EFTS & CEFS 267745 305627 MORGAN STANLEY-FIXED INCOME 137655 133420 FEDERAL EXCISE TAX 96 Other Investment Income 23433 FEDERAL EXCISE TAX PAYABLE 297 96