2025-11-19T08:54:31+00:00 2024-09-30 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990PF 2023-10-01 306410683 The Maryellen S Willis Charitable Trust MARY 9043883826 4495-304 Roosevelt Blvd 405 Jacksonville FL 32210 DAVIDA PARKER Trustee 2025-11-19 true true Amy Bibby P00445891 8282542254 2025-11-19 2023 2025-03-06 01:10:19Z X 9095477 X X 605 605 206179 206179 -1401 138803 0 0 0 0 4 4 0 205387 206788 0 77760 15552 62208 5949 1190 4759 0 0 0 0 0 0 0 0 66613 51783 0 14830 65 65 2306 2306 0 0 0 0 0 356 356 2149 263 0 1886 155198 71159 0 84039 347500 347500 502698 71159 0 431539 -297311 135629 0 2 -256896 269655 269655 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 695 695 0 0 0 0 0 0 0 0 0 0 8324694 8825822 8825822 8067800 9095477 9095477 1575 3124 0 0 0 0 1575 3124 X 8066225 9092353 8066225 9092353 8067800 9095477 8066225 -297311 1323439 9092353 0 9092353 Realized Gains - ST P 140204 -140204 0 -140204 Realized Gains - LT P 138803 138803 0 138803 -1401 0 1885 0 1885 0 1885 1651 0 0 0 1651 0 234 0 0 false false false 0 0 0 false false false false false true FL true false false false false true The Organization 9043883826 4495-304 Roosevelt Blvd 405 Jacksonville FL 32210 0 false false false false true false false false false false false false false false false false false false false false false false Matthew S Parker 4495-304 Roosevelt Blvd Jacksonville FL 32210 Director 10.000 25920 0 0 Autumn R Combs 4495-304 Roosevelt Blvd Jacksonville FL 32210 Director 15.000 25920 0 0 Paul Combs 4495-304 Roosevelt Blvd Jacksonville FL 32210 Director 10.000 25920 0 0 0 0 8669305 126321 0 8795626 0 0 8795626 131934 8663692 433185 433185 1885 0 1885 431300 0 431300 0 431300 431539 0 0 0 0 431539 431300 335745 0 0 0 0 0 0 431539 335745 0 0 95794 0 0 0 0 0 0 0 0 335506 0 0 0 0 0 0 0 0 MARYELLEN S WILLIS CHARITABLE TRUST 4495-304 ROOSEVELT BLVD 405 Jacksonville FL 32210 9043883826 CHARITABLE PURPOSE, LENGTH OF TIME AND ITEMS COVERED, PAY OUT SCHEDULE OF FUNDS, SPECIAL CONDITIONS IMPOSED BY THE FOUNDATION, NAME AND PHONE NUMBER OF CONTACT PERSON AT THE FOUNDATION, REQUIREMENT OF FINAL REPORTS, CONDITIONS WARRANTING SUSPENSION OR CANCELLATION OF FUNDING BY THE FOUNDATION n/a n/a Alzheimer's Association PO Box 96011 Washington DC 200906011 None PC Operational Support 1000 Barnabas Center Inc 1303 Jasmine St Ste 101 Fernandina Beach FL 32034 None PC Operational Support 10000 Basca Inc 352 Stowe Ave Orange Park FL 32073 None PC Operational Support 15000 Blessing Others All the Time 544 Chancellor Drive East Jacksonville FL 32225 None PC Operational Support 2000 Central Riverside Elementary 2555 Gilmore Street Jacksonville FL 32204 None PC Operational Support 2500 Community Foundation for Northeast Florida 245 Riverside Ave 310 Jacksonville FL 32202 None PC Operational Support 115000 Cummer Museum 829 Riverside Ave Jacksonville FL 32204 None PC Operational Support 2000 Doing What We Dream Inc 6625 Argyle Forest Blvd Suite 4 PM Jacksonville FL 32244 None PC Operational Support 1000 Downtown Ecumenical Services Council 215 Ocean St Jacksonville FL 32202 None PC Operational Support 15000 Drug Free Duval 2836 Forbes Street Jacksonville FL 32205 None PC Operational Support 2000 Family Promise of Jacksonville PO Box 40363 Jacksonville FL 32203 None PC Operational Support 3000 First Coast Cultural Center 6000B Sawgrass Village Circle Ponte Vedra Beach FL 32082 None PC Operational Support 5000 First Coast Esports Alliance 11596 Derby Forest Dr Jacksonville FL 32258 None PC Operational Support 5000 First Coast No More Homeless Pets Inc 6817 Norwood Ave Jacksonville FL 32208 None PC Operational Support 7500 Fishweir Elementary School 3977 Herschel St Jacksonville FL 32205 None PC Operational Support 5000 Friday Musicale 645 Oak Street Jacksonville FL 32204 None PC Operational Support 1000 Friends of Fishweir Elementary 3977 Herschel Street Jacksonville FL 32205 None PC Operational Support 10000 Friends of James Weldon Johnson CPMS Inc 3276 Norman E Thagard Boulevard Jacksonville FL 32254 None PC Operational Support 10000 Groundwork Jacksonville PO Box 13295 Jacksonville FL 32206 None PC Operational Support 5000 Here Tomorrow 910 3rd Street Neptune Beach FL 32266 None PC Operational Support 6000 Jacksonville Symphony Association 300 Water St Suite 200 Jacksonville FL 32082 None PC Operational Support 7500 Jacksonville University Office of University Advancement 28 Jacksonville FL 322113394 None PC Operational Support 5000 James Weldon Johnson Middle School 3276 Norman E Thagard Blvd Jacksonville FL 32254 None PC Operational Support 5000 Kelly's Kids Inc PO Box 352534 Palm Coast FL 32135 None PC Operational Support 5000 Mainspring Academy 6700 Southpoint Parkway Suite 400 Jacksonville FL 32216 None PC Operational Support 5000 Mercy Support Services 515 College Drive Middleburg FL 32068 None PC Operational Support 5000 Museum Of Science & History Of Jacksonville 1025 Museum Circle Jacksonville FL 32207 None PC Operational Support 10000 North Florida Land Trust Inc 843 W Monroe Street Jacksonville FL 32202 None PC Operational Support 7500 Presbyterian Social Ministries Inc 4115 Post St Jacksonville FL 32205 None PC Operational Support 7500 SCAD Alliance PO Box 4300 Alexandria VA 22303 None PC Operational Support 5000 SCAD Research Inc 10115 E Bell Rd Ste 107-127 Scottsdale AZ 85260 None PC Operational Support 1000 Scenic Jacksonville PO Box 380046 Jacksonville FL 32205 None PC Operational Support 5000 Society of St Vincent de Paul 9742-1 Old St Augustine Road Jacksonville FL 32257 None PC Operational Support 5000 St Johns Riverkeeper 2800 University Boulevard North Jacksonville FL 32211 None PC Operational Support 5000 Take Stock in Children 4527 Lenox Ave Jacksonville FL 32205 None PC Operational Support 7500 The Healing Hearts Project 5454 Normandy Blvd Jacksonville FL 32205 None PC Operational Support 5000 The Jericho School for Children 1351 Sprinkle Drive Jacksonville FL 32211 None PC Operational Support 5000 The Nemours Foundation 10140 Centurion Parkway North Jacksonville FL 32256 None PC Operational Support 7500 The Performers Academy 3674 Beach Blvd Jacksonville FL 32207 None PC Operational Support 5000 The Will King Foundation 4530 St Johns Ave Suite 15 Uni Jacksonville FL 32210 None PC Operational Support 1000 Trinity Lutheran Church 1415 McDuff Ave S Jacksonville FL 32205 None PC Operational Support 5000 Villages of Hope PO Box 14289 Jacksonville FL 32238 None PC Operational Support 10000 347500 0 14 605 18 206179 3 4 3 -1401 0 205387 0 205387 false false false false false false false false false false Buildings & Equipment 695 695 0 0 SCHWAB EQUITIES 3645030 3477384 3477384 SCHWAB EQUITY FUNDS 4455431 4846122 4846122 Schwab Money Market Funds 224233 502316 502316 Office Expenses 1886 1886 Other Expenses 263 263 Other Investment Income 4 4 UNREALIZED GAINS/LOSSES 1323439 LEGAL AND PROFESSIONAL 14830 14830 MANAGEMENT FEES 51783 51783 FOREIGN TAXES 2306 2306