2024-04-04T08:05:22-05:00 2023-12-31 591836415 GELLERRAGANS 110 N ORANGE AVE ORLANDO FL 32801 990PF 2023-01-01 271437797 THE THOMAS B STANLEY JR AND RUTH B STANLEY FAMILY FOUNDATION INC THOM 4077406262 1250 S DENNING DR 229 ORLANDO FL 32789 SUSAN STANLEY TAYLOR TREASURER, SECRETARY 4076202586 2024-04-01 1 SUSAN STANLEY TAYLOR 999009999 0 KRISTIN A BIVONA CPA P01240425 4074254636 2024-04-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2483612 X X 1467 1467 67040 67040 129024 1004420 129024 4725 4725 202256 202256 0 0 0 9074 454 8620 694 35 659 1850 93 1758 24999 24999 0 2468 0 0 1322 66 1255 74 4 70 40481 25651 12362 116500 116500 156981 25651 128862 45275 176605 73618 83068 83068 1492221 1560011 2177479 0 50351 50351 254652 178727 172714 1820491 1872157 2483612 1120 0 1120 0 X 1819371 1872157 1819371 1872157 1820491 1872157 1819371 45275 7511 1872157 0 1872157 PUBLICLY TRADED SECURITIES P 228478 227971 507 507 PUBLICLY TRADED SECURITIES P 591716 458217 133499 133499 PUBLICLY TRADED 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SUPPORT 1000 NORTHERN LIGHT BLUE HILL HOSPITAL 57 WATER ST BLUE HILL ME 04614 GENERAL SUPPORT 1000 OPERA HOUSE ARTS 1 OPERA HOUSE LANE STONINGTON ME 04681 GENERAL SUPPORT 1000 PHCC FOUNDATION PO BOX 5311 MARTINSVILLE VA 24112 GENERAL SUPPORT 4000 SAN MIGUEL COMMUNITY FOUNDATION 220 N ZAPATA HIGHWAY 11-A PMB5-K LAREDO TX 78043 GENERAL SUPPORT 5000 SPENCER PENN CENTRE 475 SPENCER PENN RD SPENCER VA 24165 GENERAL SUPPORT 4000 STANLEYTOWN UNITED METHODIST CHURCH PO BOX 206 STANLEYTOWN VA 24168 GENERAL SUPPORT 6000 TREE OF LIFE PO BOX 1329 BLUE HILL ME 04614 GENERAL SUPPORT 1000 UNIVERSITY OF GEORGIA FOUNDATION 270 RIVER RD ATHENS GA 30602 GENERAL SUPPORT 2000 SAINT GEORGE VOLUNTEER FIREMENS ASSOC PO BOX 249 TENANT HARBOR ME 04860 PT CLYDE STATIONPT CLYDE STATION 1000 BASCOM ART CENTER 323 FRANKLIN RD HIGHLANDS NC 28741 GENERAL SUPPORT 1000 SOLUTIONS THAT EMPOWER PEOPLE 200 DENT STREET ROCKY MOUNT VA 24151 GENERAL SUPPORT 1000 IDEA CAPITAL CO ALTERNATE ROOTS 1270 CAROLINE ST SUITE D 120-353 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107171 92 SHS MOTOROLA SOLUTIONS 16598 28804 432 SHS PEPSICO 43151 73371 232 SHS UNITED PARCEL SERVICE 20096 36477 232 SHS ACCENTURE PLC IRELAND SHS 23765 81411 45 SHS CHUBB LTD 4729 10170 804 SHS NEWTEK BUSINESS 20124 20092 266 SHS AFLAC INCORPORATED 15789 21945 260 SHS AIR PRODUCTS & CHEMICALS 64006 71188 175 SHS ELEVANCE HEALTH INCORP. 40010 82523 399 SHS AVERY DENNISON CORP. 73341 80662 52 SHS BLACKROCK INCORP. 33955 42214 548 SHS METLIFE INCORP, 34684 36239 492 SHS FERGUSON PLC NEW SHS 63875 94990 3000 WESCO INTL INC DP SH FXRT PFD A CUMULATIVE 82837 79260 821 CAPITAL ONE FINANCIAL CORPORATION 14941 13251 2500 CAPITAL ONE FINANCIAL CORPORATION 47207 44100 GOLDMAN SACHS MIDDLE MARKET LENDING CORP 47500 46996 1464 SHS ALTRIA GROUP INCORPORATED 68392 59058 208 SHS AMERIPRISE FINL INCORPORATED 62190 79004 303 SHS AUTOMATIC DATA PROCESSING INCORPORATED 65105 70590 792 SHS EBAY INCORPORATED 33717 34547 677 SHS MICROCHIP TECHNOLOGY INCORPORATED 55156 61052 1215 SHS NASDAQ INCORPORATED 66285 70640 1173 SHS SCHWAB CHARLES CORPORATION 65019 80702 1,594 CUBESMART REIT 67204 73882 162 SHS SKYWORKS SOLUTIONS INCORPORATED 18754 18212 1300 SHS JP MORGAN EQUITY PREMIUM INCOME ETF AT COST 78721 71474 CITIGROUP GLOBAL MARKETS HOLDINGS INC AT COST 100006 101240 OFFICE EXPENSES 74 4 70 RAYMOND JAMES #LD751 4725 4725 4725 NONDIVIDEND DISTRIBUTIONS 7511 PAYROLL LIABILITIES 1120 0 INVESTMENT MANAGEMENT FEES 24999 24999 0 FEDERAL TAXES AND OTHER 2468 0 0