2022-09-13T06:26:47-07:00 2022-05-31 203827219 ADVANCED PLANNING STRATEGIES LLC 2605 PONCE DE LEON BLVD CORAL GABLES FL 33134 990PF 2021-06-01 812847023 THE JACK KAGAN FOUNDATION INC JACK 3219463525 2605 PONCE DE LEON BLVD CORAL GABLES FL 33134 JOEL KAGAN President 2022-09-13 true JOEL KAGAN 999009999 DAWN M NEWBY SELKER CPA P00118742 3054463117 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z X 4309014 X X 128637 116083 128637 59808 1243228 59808 188445 175891 128637 60000 60000 3150 3150 33477 30129 33477 4284 4284 16579 16579 117490 30129 33477 84013 113250 113250 230740 30129 33477 197263 -42295 145762 95160 17538 16556 16556 206318 266794 265416 2463264 2337800 3177736 924853 918528 849306 30000 3611973 3569678 4309014 0 X 4574841 4574841 -962868 -1005163 3611973 3569678 3611973 3569678 3611973 -42295 3569678 3569678 MORGAN STANLEY P 2021-01-01 2021-12-31 378700 385583 -6883 -6883 MORGAN STANLEY P 2020-01-01 2021-12-31 864528 797837 66691 66691 59808 -6883 2026 2026 2026 1135 1135 891 0 false false false false false false false true true FL true false false false false true N/A JOEL KAGAN 3219463525 8512 SUNSET WILLOW CT ORLANDO FL 32835 false false false false false false false false false false false false false false false false false false false false false false MARC KAGAN 44 PASEO DEL COYOTE SANTA FE NM 87506 Secretary 10.00 20000 JOEL KAGAN 8512 SUNSET WILLOW CT ORLANDO FL 32835 President 10.00 20000 ROSALYN ANN GELLENBECK 8076 FLORENZA DRIVE BOYNTON BEACH FL 33472 Vice President 8.00 20000 NONE NONE 4453176 14186 0 4467362 0 4467362 67010 4400352 220018 220018 2026 2026 217992 217992 217992 197263 197263 217992 7812 7812 197263 0 197263 7812 7812 12917 X YES INSTITUTE 5275 SUNSET DRIVE MIAMI FL 33143 PC TO PREVENT SUICIDE AND ENSURE THE HEALTHY DEVELOPMENT OF ALL YOUTH 2250 CHIARI & SYRINGOMYELIA 29 CREST LOOP STATEN ISLAND NY 10312 PC TO RAISE AWARENESS FOR AND FIND A CURE FOR CHIORI MALFORMATION, SYRING MYELIA AND RELATED DISORDERS. 12000 CHILDRENS MUSEUM 1050 OLD PECOS TRAIL SANTA FE NM 87505 PC TO MEET THE NEEDS OF ALL CHILDREN IN A MULTICULTURAL COMMUNITY 5000 23RD VETERANS PO BOX 161483 DULUTH MN 55816 PC HELP FOR MILITARY AND VETERANS LIVING WITH TRAUMA. 10000 MS CENTRAL FLORIDA CHAPTER 2701 MAITLAND CENTER PARKWAY MAITLAND FL 32751 PC HELP FOR PEOPLE SUFFERING WITH MULTIPLE SCLEROSIS 3000 CANINE COMPANIONS FOR INDEPENDENCE 8150 CLARACONA OCOEE RD ORLANDO FL 32789 PC TO PROVIDE TRAINED ASSISTANCE DOGS FOR PEOPLE WITH DISABILITIES 5000 SCHOOLRUBRIC INC SOME ADDRESS ORLANDO FL 32819 PC TO HELP EDUCATORS TEACHING SKILLS FOR THE BETTERMENT OF ALL STUDENTS. 5000 DIVE HEART 900 OGDEN AVENUE DOWNERS GROVE IL 60515 PC TO HELP DISABLED PEOPLE THROUGH SCUBA DIVING 8000 KILCHER LIVING HOMESTEAD MUSEUM 52916 KILCHER ROAD FRITZ CREEK AK 99603 PC TO DEMONSTRATE LIVING IN PARTNERSHIP WITH THE LAND. 5000 WINTER GARDEN ARTS ASSOCIATION 127 S BOYD STREET WINTER GARDEN FL 34787 PC ASSOCIATION DEDICATED TO THE ARTS 2000 FAMILY OF FRIENDS 1333 NW EASTMAN PARKWAY GRESHAM OR 97030 PC TO MATCH CHILDREN AGES 6 THROUGH 9 WITH VOLUNTEER FAMILIES FOR LONG TERM MENTORING RELATIONSHIPS 6000 NEW MEXICO CHILDRENS FOUNDATION 466 W SAN FRANCISCO SANTA FE NM 87504 PC TO FUND SMALL NON-PROFIT CHILDREN'S ORGANIZATIONS THROUGHOUT NEW MEXICO 15000 SANTA FE DRESSAGE 44 BRASS HORSE ROAD SANTA FE NM 87508 PC TO PROMOTE THE SPORT OF DRESSAGE AND PROVIDE AN EDUCATIONAL NETWORK FOR COMPETITIVE DRESSAGE RIDERS 2000 THE BIRTHDAY PARTY PROJECT 2143 FARRINGTON DALLAS TX 75207 PC TO BRING JOY TO CHILDREN EXPERIENCING HOMELESSNESS THROUGH THE MAGIC OF A BIRTHDAY PARTY. 5000 ST VINCENT HOSPITAL FOUNDATION 455 ST MICHAELS DRIVE SANTA FE NM 87505 PC TO IMPROVE THE HEALTH OF THE COMMUNITY BY PROVIDING EXCELLENT, COMPASSIONATE HEALTHCARE TO PATIENTS OR FAMILIES IN SANTA FE AND NORTHERN NEW MEXICO, REGARDLESS OF ABILITY TO PAY. 10000 CENTRAL FL DREAMPLEX 2400 S HWY 27 SUITE B201 CLERMONT FL 34711 PC TO PROVIDE OPPORTUNITY AND INCLUSION OF ALL PERSONS REGARDLESS OF ABILITY FOR SPORT, RECREATION, THERAPY AND EMPLOYMENT. 10000 PUNCHING OUT PARKINSONS 1704 LLANO ST SUITE B110 SANTA FE NM 87505 PC TO EMPOWER PEOPLE WITH PARKINSONS DISEASE TO MAINTAIN AND IMPROVE THEIR QUALITY OF LIFE THROUGH EXERCISE AND COMMUNITY SUPPORT. 5000 NM DRESSAGE NMD-RMDS 100 S POLO DR SANTA FE NM 87507 PC TO HELP SUPPORT THE NJOYMENT OF DRESSAGE. 3000 113250 128637 59808 188445 188445 false false false false false false false false false false ADVANCED PLANNING STRATEGIES LLC 3150 0 0 3150 MORGAN STANLEY 2337800 3177736 119864 120098 146930 145318 MORGAN STANLEY AT COST 600185 553150 MORGAN STANLEY AT COST 318343 296156 UNCLEARED CHECKS 30000 ANNUAL REPORT 61 61 OFFICE EXPENSE 3753 3753 POSTAGE 304 304 WEBSITE AND TECHNOLOGY 12461 12461 MORGAN STANLEY 33477 30129 33477 0