2024-03-05T16:51:38-06:00 2023-12-31 472427769 H&CO LLP 1000 Legion Place Suite 701 Orlando FL 32801 990PF 2023-01-01 593485274 Root Family Foundation ROOT 3866714888 275 Clyde Morris Blvd Ormond Beach FL 32174 William J Voges Trustee 3866714888 2024-03-05 1 William Voges 999009999 1 Christina Quinn CPA P01880735 3054448800 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 9426807 X X 739 739 225005 225005 187219 1417294 187219 412963 412963 0 0 0 0 0 1650 0 0 1650 19315 19315 0 0 4872 2011 0 0 25837 21326 0 1650 450500 450500 476337 21326 0 452150 -63374 391637 0 412024 753858 753858 56898 150 56898 56898 8245355 7777210 8616051 8657529 8587966 9426807 0 0 X 0 0 0 0 8657529 8587966 8657529 8587966 8657529 8587966 8657529 -63374 0 8594155 6189 8587966 Charles Schwab & Co. [8856] STCG P 380000 342284 37716 37716 Charles Schwab & Co. [8856] LTCG P 980170 887791 92379 92379 Charles Schwab & Co. [8856] CG Distributions P 57124 57124 57124 187219 37716 5444 0 5444 0 5444 2872 0 0 0 2872 0 2572 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A William J Voges 3866714888 275 Clyde Morris Blvd Ormond Beach FL 32174 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 William J Voges 275 Clyde Morris Blvd Ormond Beach FL 32174 Trustee 0.00 0 0 0 NONE 0 NONE 0 None 0 0 8613856 353388 4741 8971985 0 0 8971985 134580 8837405 441870 441870 5444 5444 436426 0 436426 0 436426 452150 0 452150 436426 0 0 37655 37655 452150 0 0 0 436426 15724 0 0 53379 0 0 0 0 0 0 0 53379 37655 15724 X Advent Health 2710 N Orange Ave Orlando FL 32804 None PC Operational 500 Bridge Building Program 275 Clyde Morris Blvd Ormond Beach FL 32174 None PC Operational 500 Catalyst Global Youth Initiative 625 S Keech St Daytona Beach FL 32114 None PC Operational 1000 Community Action Stops Abuse 1011 First Ave N St Petersburg FL 33705 None PC Operational 5000 Community Foundation VolusiaFlagler 1530 Cornerstone Blvd Suite 210 Daytona Beach FL 32117 None PC Operational 5000 Council on Aging 420 Fentress Blvd Daytona Beach FL 32114 None PC Operational 8000 Daytona Beach Kiwanis Foundation 2570 W International Speedway Blvd 240 Daytona Beach FL 32114 None PC Operational 1500 Daytona Dream Center 1687 W Granada Blvd Ormond Beach FL 32174 None PC Operational 500 Flagler County Education Direct Support 1769 E Moody Blvd Bldg 2 Bunnell FL 32110 None PC Operational 500 Friends of the Children 44 NE Morris St Portland OR 97212 None PC Operational 10000 Halifax Hospice 5210 S Orange Ave Edgewood FL 32809 None PC Operational 2000 Harbor Dish 690 Main Street 123 Safety Harbor FL 34695 None PC Operational 2500 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 None PC Operational 55500 Hospice of Wabash Valley 400 8th Ave Terre Haute IN 47804 None PC Operational 1000 IMUA Family Services 161 S Wakea Ave Kahului HI 96732 None PC Operational 5000 JAE Foundation 1881 E Pole Line Rd Twin Falls ID 83303 None PC Operational 59000 K9 Line Inc 3308 Needle Palm Dr Edgewater FL 32141 None PC Operational 500 La'akea Foundation 639 Baldwin Ave Paia HI 96779 None PC Operational 25000 Marine Toys for Tots Foundation 18251 Quantico Gateway Drive Triangle VA 22172 None PC Operational 500 Maui Food Bank 760 Kolu Street Wailuku HI 96793 None PC Operational 500 Maui Humane Society Mehameha Loop Puunene HI 96784 None PC Operational 1500 Museum of Arts & Sciences 352 S Nova Rd Daytona Beach FL 32114 None PC Operational 5000 Pawlicious Poochie Pet Rescue 901 34th Ave N 7895 St Petersburg FL 33734 None PC Operational 12500 Pregnancy Crisis Center 416 N Ridgewood Ave Daytona Beach FL 32114 None PC Operational 500 Primally Playful Foundation 918 D St Davis CA 95616 None PC Operational 15000 Project Hawaii PO Box 1844 Keaau HI 96749 None PC Operational 15000 Provision Packs Pantry 289 Walnut Street Ormond Beach FL 32174 None PC Operational 6000 Rising Stars Therapeutic Riding 2669 E 3500 N Twin Falls ID 83301 None PC Operational 1000 Simply Amazing 5931 Brick Ct 152 Winter Park FL 32792 None PC Operational 500 St Brendan's Catholic School 1000 Ocean Shore Blvd Ormond Beach FL 32176 None PC Operational 500 Stetson University 421 N Woodland Blvd Unit 8286 DeLand FL 32723 None PC Operational 2000 The Jesus Clinic 1630 Mason Ave Daytona Beach FL 32117 None PC Operational 500 The Sun Club Inc PO Box 1982 Ketchum ID 83340 None PC Operational 10000 United Way of VolusiaFlagler 3747 W International Daytona Beach FL 32124 None PC Operational 162500 Veteran Point 275 Clyde Morris Blvd Ormond Beach FL 32174 None PC Operational 25000 Voices for Children 601 NW 1st Court 10th Floor Miami FL 33136 None PC Operational 1000 Volusia County Basket Brigade 2010 County Farms Rd Port Orange FL 32128 None PC Operational 5500 Wreaths Across America 4 Point St Columbia Falls ME 04623 None PC Operational 2500 450500 0 14 739 14 225005 18 187219 0 412963 0 412963 0 0 0 0 0 0 0 0 0 0 Accounting Fees 1650 0 0 1650 Investment - Charles Schwab & Co. [8856] AT COST 7777210 8616051 Unrealized Gain/Loss Adjustment 6189 Investment Advisory Fees 19315 19315 0 0 Foreign Taxes Paid 2011 2011 0 0 Federal Tax Payments 2861 0 0 0