2024-04-30T11:35:21-04:00 2023-12-31 591629947 KEITH ALTIZER AND COMPANY PA 431 E HORATIO AVE STE 300 MAITLAND FL 32751 990PF 2023-01-01 208054616 JAMES T AND DIANA P BARNES FOUNDATION INC JAME 4076288700 1031 W MORSE BLVD SUITE 230 WINTER PARK FL 32789 JAMES T BARNES JR PRES/DIR 4076288700 2024-04-23 JAMES T BARNES JR 999009999 true TIFFANY ALTIZER P01216608 4075391188 2024-04-30 2023 2023-04-26 12:10:37Z X X 3741093 X X 904 904 76507 76507 3418 206853 3418 80829 80829 61325 18632 11174 1500 4441 76940 20132 0 181890 181890 258830 20132 181890 -178001 60697 23609 6423 6424 3656 13001 13001 2767715 2597555 3721668 2732 2732 2794980 2616979 3741093 0 X 2794980 2616979 2794980 2616979 2794980 2616979 2794980 -178001 2616979 2616979 CHARLES SCHWAB P 2022-05-10 2023-04-26 28981 28894 87 87 CHARLES SCHWAB P 2022-05-10 2023-10-30 174619 174541 78 78 3418 87 844 844 844 6524 6524 5680 844 4836 false false false false false false false true true FL true false false false false true N/A LESLEY MOULTON 4076288700 1031 W MORSE BLVD STE 105 WINTER PARK WINTER PARK FL 32789 false false false false false false false false false false false false false false false false false false false false JAMES T BARNES JR 1031 W MORSE BLVD STE 230 WINTER PARK FL 32789 PRES/DIR 000.00 0 0 0 DIANA P BARNES 1031 W MORSE BLVD STE 230 WINTER PARK FL 32789 SEC/DIR 000.00 0 0 0 J LESLEY MOULTON 1031 W MORSE BLVD STE 230 WINTER PARK FL 32789 AST S & TREA 000.00 0 0 0 REX V MCPHERSON II 800 N ORANGE AVENUE STE 400 ORLANDO FL 32801 DIRECTOR 000.00 0 0 0 DAVID J JASMUND 200 E NEW ENGLAND AVE STE 400 WINTER PARK FL 32789 DIRECTOR 000.00 0 0 0 NONE NONE N/A 3541601 32568 0 3574169 3574169 53613 3520556 176028 176028 844 844 175184 175184 175184 181890 181890 175184 170546 181890 170546 11344 163840 JAMES T BARNES JR NONE X ADRIAN DOMINICAN SISTERS 1257 E SIENA HEIGHTS DR ADRIAN MI 49221 N/A PUBLIC DONATION TO GENERAL FUND 1000 ADVENTHEALTH FOUNDATION CENTRAL FLO 550 E ROLLINS ST 6TH FLOOR ORLANDO FL 32803 N/A PUBLIC DONATION TO EMERGENCY DEPT 5000 ALBIN POLASEK MUSEUM & SCULPTURE GA 633 OSCEOLA AVE WINTER PARK FL 32789 N/A PUBLIC DONATION TO GENERAL FUND 2500 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET ATLANTA GA 30303 N/A PUBLIC DONATION TO GENERAL FUND 250 AMERICAN HEART ASSOCIATION 5224 W STATE ROAD 46 403 SANFORD FL 32771 N/A PUBLIC DONATION TO GENERAL FUND 2500 BANK OF AMERICA CHARITABLE GIFT FUN 100 FEDERAL ST BOSTON MA 02110 N/A PUBLIC DONATION TO GENERAL FUND 10000 BOY SCOUTS OF AMERICA 1951 S ORANGE BLOSSOM TR APOPKA FL 32703 N/A PUBLIC DONATION TO GENERAL FUND 1000 BOYS & GIRLS CLUB OF CENTRAL FL 101 E COLONIAL DR ORLANDO FL 32801 N/A PUBLIC DONATION TO GENERAL FUND 1000 CATHOLIC FOUNDATION OF CENTRAL FL PO BOX 4905 ORLANDO FL 32802 N/A PUBLIC DONATION TO EMMAUS CAMPAIGN 37500 CRANBROOK SCHOOLS PO BOX 801 BLOOMFIELD HILLS MI 48303 N/A PUBLIC DONATION TO GENERAL FUND 1000 CREALDE SCHOOL OF ART 600 ST ANDREWS BLVD WINTER PARK FL 32792 N/A PUBLIC DONATION TO GENERAL FUND 2500 DOCTORS WITHOUT BORDERS PO BOX 5023 HAGERSTOWN MD 21741 N/A PUBLIC DONATION TO GENERAL FUND 2000 FLORIDA SCHOOL FOR THE DEAF & BLIND 207 SAN MARCO AVENUE ST AUGUSTINE FL 32084 N/A PUBLIC DONATION TO GENERAL FUND 1000 FLORIDA SOUTHERN COLLEGE 111 LAKE HOLLINGSWORTH DR LAKELAND FL 33801 N/A PUBLIC DONATION TO ROTC SCHOLARSHIP FUND 250 FOUNDATION FOR FOSTER CHILDREN 2265 LEE ROAD SUITE 203 WINTER PARK FL 32789 N/A PUBLIC DONATION TO GENERAL FUND 5000 FRIENDS OF CASA FELIZ PO BOX 591 WINTER PARK FL 32790 N/A PUBLIC DONATION TO GENERAL FUND 1000 FRIENDS OF WINTER PARK POLICE & FIR 140 KILLARNEY BAY CT WINTER PARK FL 32789 N/A PUBLIC DONATION TO GENERAL FUND 1000 GRACE MEDICAL HOME 1417 E CONCORD ST ORLANDO FL 32803 N/A PUBLIC DONATION TO GENERAL FUND 500 H&ELP INC 8811 HWY AIA VERO BEACH FL 32963 N/A PUBLIC DONATION TO GENERAL FUND 500 HABITAT FOR HUMANITY WPMAITLAND PO BOX 1196 WINTER PARK FL 32790 N/A PUBLIC DONATION TO GENERAL FUND 1000 HEALTHNETWORK FOUNDATION 33 RIVER ST CHAGRIN FALLS OH 44022 N/A PUBLIC DONATION TO GENERAL FUND 10000 HEARTLAND HAVEN FOUNDATION 560 N LAKE PLEASANT RD APOPKA FL 32712 N/A PUBLIC DONATION TO GENERAL FUND 1000 HOLY CROSS CHURCH 500 IRIS LANE VERO BEACH FL 32963 N/A PUBLIC DONATION TO GENERAL FUND 250 INSTITUTE FOR JUSTICE 901 N GLEBE RD STE 900 ARLINGTON VA 22203 N/A PUBLIC DONATION TO GENERAL FUND 1000 KINDRED CAIN9 CONNECTIONS INC 365 T BIRD LANE UTOPIA TX 78884 N/A PUBLIC DONATION TO GENERAL FUND 500 LTMPT-LORD TEACH ME TO PRAY 11 WARBLER ST NEW ORLEANS LA 70124 N/A PUBLIC DONATION TO GENERAL FUND 1000 MEAD BOTANICAL GARDEN INC PO BOX 1227 WINTER PARK FL 32790 N/A PUBLIC DONATION TO GENERAL FUND 1000 MORNING STAR CHARITIES 954 LEIGH AVE ORLANDO FL 32804 N/A PUBLIC DONATION TO GENERAL FUND 1000 MORSE MUSEUM OF AMERICAN ART 445 N PARK AVE WINTER PARK FL 32789 N/A PUBLIC DONATION TO GENERAL FUND 100 ORLANDO MUSEUM OF ART 2416 N MILLS AVE ORLANDO FL 32803 N/A PUBLIC DONATION TO GENERAL FUND 1000 ORLANDO SHAKESPEARE THEATER 812 ROLLINS STREET ORLANDO FL 32803 N/A PUBLIC DONATION TO JOHN'S FUND 5000 PET ALLIANCE OF GREATER ORLANDO 2769 CONROY RD ORLANDO FL 32839 N/A PUBLIC DONATION TO GENERAL FUND 1000 PET RESCUE BY JUDY 401 S LAUREL AVE SANFORD FL 32771 N/A PUBLIC DONATION TO GENERAL FUND 500 ROLLINS COLLEGE 1000 HOLT AVENUE WINTER PARK FL 32789 N/A PUBLIC DONATION TO ENTREPRENEUR ACT 10000 ROLLINS COLLEGE 1000 HOLT AVENUE WINTER PARK FL 32789 N/A PUBLIC DONATION TO GENERAL FUND 1000 ROMAN CATHOLIC DIOCESE OF GAYLORD 611 WEST NORTH STREET GAYLORD MI 49735 N/A PUBLIC DONATION TO SEMINARIAN EDUCATION FUN 1000 ROTARY CLUB OF WINTER PARK CHARITAB PO BOX 1416 WINTER PARK FL 32790 N/A PUBLIC DONATION TO GENERAL FUND 1000 SALVATION ARMY 416 W COLONIAL DRIVE ORLANDO FL 32804 N/A PUBLIC DONATION TO GENERAL FUND 5000 SMALL PAWS RESCUE 3316 S 72ND W AVE TULSA OK 74107 N/A PUBLIC DONATION TO GENERAL FUND 1000 ST MARGARET MARY CHURCH 526 NORTH PARK AVENUE WINTER PARK FL 32789 N/A PUBLIC DONATION TO GENERAL FUND 3940 ST MARGARET MARY CHURCH 526 NORTH PARK AVENUE WINTER PARK FL 32789 N/A PUBLIC DONATION TO KUDU SECONDARY SCH 5000 ST MARGARET MARY CHURCH 526 NORTH PARK AVENUE WINTER PARK FL 32789 N/A PUBLIC DONATION TO LAZARUS MINISTRY 2000 ST MARGARET MARY CHURCH 526 NORTH PARK AVENUE WINTER PARK FL 32789 N/A PUBLIC DONATION TO THANKSGIVING & CHRISTMAS 1000 SUPPORT OUR SCHOLARS PO BOX 1985 WINTER PARK FL 32790 N/A PUBLIC DONATION TO GENERAL FUND 1100 THE GARDENS AT DEPUGH NURSING CTR 550 W MORSE BLVD WINTER PARK FL 32789 N/A PUBLIC DONATION TO GENERAL FUND 10000 THE PENN FUND 2929 WALNUT ST SUITE 300 PHILADELPHIA PA 19104 N/A PUBLIC DONATION TO GENERAL FUND 1000 THE SCOTTY FOUNDATION 3603 GOLDEN GEM ROAD APOPKA FL 32712 N/A PUBLIC DONATION TO GENERAL FUND 500 THE WINTER PARK LAND TRUST PO BOX 607 WINTER PARK FL 32790 N/A PUBLIC DONATION TO GENERAL FUND 1000 UCF FOUNDATION INC 12424 RESEARCH PARKWAY SUITE 250 ORLANDO FL 32826 N/A PUBLIC DONATION TO PT BARNES MEMORIAL ENDOW 5000 UNITED ARTS OF CENTRAL FLORIDA 2450 MAITLAND CENTER PKWY SUITE 201 MAITLAND FL 32751 N/A PUBLIC DONATION TO BACH FESTIVAL SOCIETY 250 UNITED ARTS OF CENTRAL FLORIDA 2450 MAITLAND CENTER PKWY SUITE 201 MAITLAND FL 32751 N/A PUBLIC DONATION TO CREALDE SCHOOL OF ART 250 UNITED ARTS OF CENTRAL FLORIDA 2450 MAITLAND CENTER PKWY SUITE 201 MAITLAND FL 32751 N/A PUBLIC DONATION TO ENZIAN THEATER 250 UNITED ARTS OF CENTRAL FLORIDA 2450 MAITLAND CENTER PKWY SUITE 201 MAITLAND FL 32751 N/A PUBLIC DONATION TO ORLANDO SHAKESPEARE THEA 250 WELBOUME AVENUE NURSERY & KINDERGAR 450 W WELBOURME AVE WINTER PARK FL 32789 N/A PUBLIC DONATION TO GENERAL FUND 5000 WINTER PARK DAY NURSERY 741 S PENNSYLVANIA AVE WINTER PARK FL 32789 N/A PUBLIC DONATION TO GENERAL FUND 1000 WINTER PARK HISTORY MUSEUM PO BOX 51 WINTER PARK FL 32790 N/A PUBLIC DONATION TO GENERAL FUND 1000 WINTER PARK IMPROVEMENT FOUNDATION PO BOX 280 WINTER PARK FL 32790 N/A PUBLIC DONATION TO AUTUMN ART FESTIVAL 500 WINTER PARK IMPROVEMENT FOUNDATION PO BOX 280 WINTER PARK FL 32790 N/A PUBLIC DONATION TO GENERAL FUND 5000 WINTER PARK LIBRARY 1052 W MORSE BLVD WINTER PARK FL 32789 N/A PUBLIC DONATIN TO GENERAL FUND 1000 WINTER PARK LIBRARY ASSOCIATION 1052 W MORSE BLVD WINTER PARK FL 32789 N/A PUBLIC DONATIN TO GENERAL FUND 15000 WMFE PUBLIC RADIO 11510 E COLONIAL DR ORLANDO FL 32817 N/A PUBLIC DONATION TO GENERAL FUND 1500 WUCF FM PO BOX 162199 ORLANDO FL 32816 N/A PUBLIC DONATION TO GENERAL FUND 1500 181890 14 904 14 76507 3418 77411 3418 80829 false false false false false false false false false false CHARLES SCHWAB 2597555 3721668 ORGANIZATION COSTS 2732 2732 EXPENSES INSURANCE 1275 MISCELLANEOUS 2368 MEALS 798 INVESTMENT ADVISORY SERVICE 18632 18632 OTHER PROFESSIONAL FEES 42693 STATE FILING FEES 61 FEDERAL TAXES 9613 WITHHOLDING TAX ON DIVIDENDS 1500 1500