2026-05-05T15:36:59-05:00 2025-06-30 420714325 RSM US LLP 9355 N WICKHAM ROAD SUITE 304 MELBOURNE FL 32940 990 2024-07-01 593055343 THE CHILDREN'S HOME SOCIETY OF FLORIDA FOUNDATION INC CHIL 3213973000 10401 POST OFFICE BLVD W FL 3 1147 ORLANDO FL 32862 MIGUEL A VIYELLA BOARD CHAIR AND TREASURER 3213973000 2026-04-23 1 0 KELLI PECK P01423033 3217516200 2026-04-23 2024 2025-03-06 01:10:19Z MIGUEL A VIYELLA 10401 POST OFFICE BLVD W FL 3 1147 ORLANDO FL 32862 14034948 0 X WWW.CHSFL.ORG X 1990 FL SOLICIT AND MANAGE ENDOWMENT FUNDS FOR THE BENEFIT OF THE CHILDREN'S HOME SOCIETY OF FLORIDA. 14 14 0 14 0 0 338415 93006 0 0 1446793 5219696 0 0 1785208 5312702 1041774 852092 0 0 0 0 0 0 0 291230 355867 1333004 1207959 452204 4104743 31002317 33598818 30993 8865 30971324 33589953 THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO SOLICIT, HOLD, MANAGE, AND INVEST ENDOWMENT FUNDS FOR THE BENEFIT OF THE CHILDREN'S HOME SOCIETY OF FLORIDA. 0 0 1116870 852092 ENDOWMENT MANAGEMENT & SOLICITATION OF FUNDING FOR THE BENEFIT OF THE CHILDREN'S HOME SOCIETY OF FLORIDA (CHS). CHS DELIVERS A UNIQUE SPECTRUM OF SOCIAL SERVICES WHICH ARE DESIGNED TO PROTECT CHILDREN AT RISK OF ABUSE, NEGLECT OR ABANDONMENT; TO STRENGTHEN AND STABILIZE FAMILIES, AND TO PROVIDE INNOVATIVE SOLUTIONS TO CHANGE THE SYSTEM OF FOSTER CARE, AS WE KNOW IT.EACH YEAR, CHS HELPS TO IMPROVE THE LIVES OF MORE THAN 100,000 CHILDREN AND FAMILY MEMBERS. 1116870 1 1 0 0 0 0 0 0 0 1 0 1 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 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 FL X BARBARA J MCDONALD CPA MBA 3213973000 10401 POST OFFICE BLVD W FL 3 1147 ORLANDO FL 32862 X ANDRY SWEET CHS PRESIDENT & CEO, EX-OFFICIO 1.00 X 0 0 0 MIGUEL VIYELLA CHAIR & TREASURER 1.00 X 0 0 0 CHARLES L CROMER VICE CHAIR & SECRETARY 1.00 X 0 0 0 RON BRISE CHS CHAIR, EX-OFFICIO 1.00 X 0 0 0 LAURA KOLKMAN PAST CHAIR, CHS BOARD 1.00 X 0 0 0 JASON COSTELLO DIRECTOR 1.00 X 0 0 0 BRIAN R CROOKE DIRECTOR 1.00 X 0 0 0 THOMAS GALLAGHER DIRECTOR 1.00 X 0 0 0 FRANK GULISANO DIRECTOR 1.00 X 0 0 0 RICH HEFFLEY DIRECTOR 1.00 X 0 0 0 JOHN HOSMAN DIRECTOR 1.00 X 0 0 0 BRAND MEYER DIRECTOR 1.00 X 0 0 0 PETER PALIN DIRECTOR 1.00 X 0 0 0 VICTORIA L WEBER DIRECTOR, PAST CHAIR 1.00 X 0 0 0 0 0 0 0 0 0 0 THE CHILDREN'S HOME SOCIETY OF FLORIDA 10401 POST OFFICE BLVD W FL 3 1147 ORLANDO FL 32862 ADMINISTRATIVE & FUNDRAISING 296552 1 93006 93006 1115724 1115724 12826218 8722246 4103972 4103972 4103972 5312702 0 0 5219696 852092 852092 296552 264778 31774 23079 23079 36236 36236 1207959 1116870 91089 0 777832 878969 36648 10202 291138 248788 12146980 14604563 17749719 17856296 31002317 33598818 30993 8865 30993 8865 X 30971324 33589953 30971324 33589953 31002317 33598818 4104743 -1486114 0 X 0 1 X 0 0 X 131678 197412 769704 338415 93006 1530215 131678 197412 769704 338415 93006 1530215 474327 1055888 602578 893504 919086 804939 1115724 4335831 5866046 0.18000 0.31740 X THE ORGANIZATION CONTINUES ITS SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND HAS PROGRESSIVELY RECEIVED INCREASED NUMBER OF CONTRIBUTIONS AND ENDOWMENT SUPPORTS OVER THE PAST 3 YEARS IN ALIGNMENT WITH ITS STRATEGIC SHIFT, WHICH FOCUSES ON PLANNED GIVING, TO EXPAND THE PUBLIC SUPPORT OPTIONS FOR DONORS. THE ORGANIZATION CONTINUES TO PROVIDE ITS SUPPORT THROUGH ITS ENDOWMENT FUND TO CHILDREN'S HOME SOCIETY OF FLORIDA, INC, WHICH IS A QUALIFIED PUBLIC CHARITY. BONE FIDE SOLICITATION SERVICES FOR THE SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC BY CHS FOUNDATION, ARE PERFORMED BY CHS PHILANTHROPY DEPARTMENT, AS A PART OF AN UNDERLYING MANAGEMENT & ADMINISTRATIVE AGREEMENT BETWEEN CHS FOUNDATION & CHS. THE FOUNDATION'S GOVERNING BODY INCLUDES EX-OFFICIO MEMBERS OF CHS BOARD AND CHS MANAGEMENT WHICH REPRESENT THE BROAD INTEREST OF THE PUBLIC, ON A CONTINUING BASIS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30971324 93006 3697346 852092 264778 54853 33589953 28052978 338415 3879950 1041774 236052 22193 30971324 25557013 769704 3017063 1036997 236052 17753 28052978 30091439 197412 -3626051 812988 214592 78207 25557013 24973845 131678 6144053 901443 236052 20642 30091439 0.27000 0.73000 0 0 0 DODGE & COX STK FD 1940848 C HARBOR CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS 2053731 C DODGE & COX INCOME FD 2152622 C DOUBLELINE TOTAL RETURN BOND I 2300169 C FIDELITY 500 INDEX FD 9408926 C 17856296 X 3790352 -1486114 -1486114 5276466 36236 36236 5312702 1171723 0 1171723 36236 36236 1207959 PART V, LINE 4: THE INCOME GENERATED BY THE CHILDREN'S HOME SOCIETY FOUNDATION IS USED TO SUPPORT THE OPERATIONS AND PROGRAMS OF THE CHILDREN'S HOME SOCIETY OF FLORIDA. PART X, LINE 2: THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2022. 1 THE CHILDREN'S HOME SOCIETY OF FLORIDA PO BOX 621147 ORLANDO FL 32822 590192430 501(C)(3) 852092 0 SUPPORT FOR CHILD AND FAMILY DEVELOPMENT, EARLY CHILDHOOD SERVICES, COMMMUNITY PARTNERSHIP SCHOOLS PROGRAMS AND PROGRAM INNOVATION PROJECTS 1 0 PART I, LINE 2: THE FOUNDATION DISTRIBUTES A PERCENTAGE OF ITS INVESTMENT EARNINGS ANNUALLY TO THE CHILDREN'S HOME SOCIETY OF FLORIDA TO BE USED AT THEIR DISCRETION. FOR SPECIFIC DISTRIBUTIONS FROM RESTRICTED ENDOWMENT FUNDS, THE CHILDREN'S HOME SOCIETY OF FLORIDA IS REQUIRED TO FILL OUT AN APPLICATION/REQUEST FORM AND THEN SUBMIT IT TO THE FOUNDATION BEFORE FUNDS ARE RELEASED. FORM 990, PART VI, SECTION A, LINE 3 ADMINISTRATIVE AND FUNDRAISING FUNCTIONS ARE PERFORMED BY THE CHILDREN'S HOME SOCIETY OF FLORIDA FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 IN ITS ENTIRETY BEFORE FILING. IN ADDITION, A COPY OF THE 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD FOR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE PROVIDED A CONFLICT OF INTEREST POLICY STATEMENT TO READ, DISCLOSE ANY CONFLICTING ITEMS AND SIGN. IF THERE ARE ITEMS THAT RESULT IN A CONFLICT OF INTEREST DURING THE COURSE OF THEIR BOARD MEMBERSHIP, BOARD MEMBERS RECUSE THEMSELVES FROM THAT DISCUSSION AND VOTE. EACH MEMBER IS GIVEN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY TO READ, DISCLOSE ANY CONFLICTING ITEMS AND SIGN. FORM 990, PART VI, SECTION B, LINE 15 CHS FOUNDATION DOES NOT HAVE COMPENSATED OFFICERS OR KEY EMPLOYEES. FOUNDATION'S OPERATIONS ARE MANAGED BY THE AFFILIATED ORGANIZATION CHILDREN'S HOME SOCIETY OF FLORIDA TO WHICH A MANAGEMENT FEE IS PAID. MANAGEMENT FEES ARE APPROVED BY THE FOUNDATION'S BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE FOR INSPECTION AT THE OFFICE OF THE ORGANIZATION FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). FORM 990 IS ALSO POSTED ON THE WEBSITE OF ANOTHER.