2024-03-11T15:09:48-05:00 2023-12-31 650642041 Mitchell L Stump CPA PA 2243 NW Seagrass Dr Palm City FL 349904807 990PF 2023-01-01 581577718 Daelansa Foundation c/o Sam Michaels DAEL 5618021717 Two North Breakers Row ST 4 Palm Beach FL 33480 Anita J Hamilton Michaels Co-Chairperson/Trustee 5616557722 2024-03-11 1 Anita Hamilton Michaels 999009999 1 Mitchell L Stump CPA P00105883 5617760452 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 545521 X X 4150 4150 21006 21006 -1358 293836 0 378 378 0 24176 25534 0 20000 0 0 0 3200 3200 0 0 6006 6006 0 0 2328 2328 0 0 31534 11534 0 0 58550 58550 90084 11534 0 58550 -65908 14000 0 26355 28575 28575 109596 107144 152336 379688 314012 364610 515639 449731 545521 0 0 X 349082 349082 3801 3801 162756 96848 515639 449731 515639 449731 515639 -65908 0 449731 0 449731 Advance Auto Parts. 2022-09-23 2023-07-13 70 161 -91 -91 AM Express 2023-07-11 2023-11-26 168 174 -6 -6 Ansys Inc. 2022-11-15 2023-02-16 276 254 22 22 Apple Inc. 2022-05-27 2023-05-11 8000 8000 0 0 AQR U.S. Defensive 2022-12-19 2023-02-16 325 317 8 8 AQR U.S. Defensive 2022-12-19 2023-02-16 45 44 1 1 AQR U.S. Defensive 2022-12-19 2023-11-29 322 302 20 20 AQR U.S. Defensive 2022-12-19 2023-11-29 4170 3903 267 267 AQR U.S. Defensive 2023-08-07 2023-11-08 490 496 -6 -6 AQR U.S. Defensive 2023-08-07 2023-11-29 763 759 4 4 Aspen Technology Inc. 2023-02-27 2023-11-29 187 215 -28 -28 Bank of Amer Corp 2022-05-27 2023-05-22 28 37 -9 -9 Bank of Amer Corp 2023-08-04 2023-11-29 91 91 0 0 Baxter Intl Inc. 2023-07-21 2023-11-29 36 49 -13 -13 Boston Properties Inc. 2022-11-17 2023-08-31 134 140 -6 -6 Boston Properties Inc. 2022-11-17 2023-10-05 108 140 -32 -32 Charter Comm Opt LLC 2023-05-16 2023-08-07 5907 5926 -19 -19 Choice Hotels Int Inc. 2023-05-01 2023-11-29 111 128 -17 -17 Citigroup Inc. 2022-11-17 2023-05-22 91 95 -4 -4 Citigroup Inc. 2022-11-17 2023-08-23 123 143 -20 -20 Citigroup Inc. 2022-11-17 2023-08-31 207 238 -31 -31 Citigroup Inc. 2022-11-17 2023-09-25 164 191 -27 -27 CME Group Inc. 2023-02-15 2023-12-04 220 187 33 33 CME Group Inc. 2023-07-14 2023-12-07 211 186 25 25 Comcast Corp New 2023-09-05 2023-11-29 125 134 -9 -9 Comcast Corp NTS 2023-05-16 2023-08-07 2008 2035 -27 -27 Comcast Corp NTS 2022-05-27 2023-05-10 7921 8075 -154 -154 Conocophillips 2023-07-13 2023-11-29 227 222 5 5 CVS Health Corp 2022-06-27 2023-06-15 69 94 -25 -25 EOG Resources Inc. 2023-09-05 2023-11-22 122 135 -13 -13 Exponent 2022-03-07 2023-02-16 107 96 11 11 Exxon Mobil Corp 2022-09-13 2023-07-31 107 96 11 11 Fair Isaac Corp 2022-11-15 2023-05-18 755 617 138 138 Freeport-McMoran Inc. 2022-05-27 2023-03-22 2954 3046 -92 -92 Globus Med Inc. 2022-11-15 2023-02-17 1449 1717 -268 -268 GQG Partners Emerging 2022-02-17 2023-02-16 18395 23595 -5200 -5200 GQG Partners Emerging 2022-03-15 2023-02-16 310 344 -34 -34 GQG Partners Emerging 2022-12-29 2023-02-16 1051 1023 28 28 Henry Jack & Assoc Inc. 2023-02-23 2023-11-29 156 166 -10 -10 Home Depot Inc. 2023-01-05 2023-06-23 302 315 -13 -13 Intel Corp 2023-03-03 2023-08-07 7973 7931 42 42 Ishares Broad 2023-08-07 2023-11-29 10478 10413 65 65 John Deere Capital Corp 2023-05-16 2023-08-07 7976 8107 -131 -131 John Deere Captial Corp 2022-05-27 2023-03-06 8000 8000 0 0 Johnson & Johnson 2023-08-04 2023-11-29 152 170 -18 -18 JPMorgan Chase 2022-05-27 2023-05-01 8000 8000 0 0 JPMorgan Hedged Equity 2022-03-29 2023-03-21 45 45 0 0 JPMorgan Hedged Equity 2022-06-28 2023-03-21 93 88 5 5 JPMorgan Hedged Equity 2022-09-28 2023-03-21 109 102 7 7 JPMorgan Hedged Equity 2022-12-20 2023-03-21 141 133 8 8 JPMorgan Hedged Equity 2023-03-29 2023-11-29 35 33 2 2 JPMorgan Hedged Equity 2023-06-28 2023-11-29 96 95 1 1 JPMorgan Hedged Equity 2023-09-27 2023-11-29 104 99 5 5 Kenvue Inc. 2023-08-23 2023-11-29 40 40 0 0 LAM Research Corp 2022-11-04 2023-04-05 489 411 78 78 Loomis Sayles 2022-12-22 2023-04-12 10 8 2 2 Loomis Sayles 2022-12-22 2023-04-12 1130 948 182 182 Loomis Sayles 2022-12-22 2023-07-28 1190 826 364 364 Loomis Sayles 2022-12-22 2023-11-29 5535 3834 1701 1701 McDonalds Corp. 2023-11-03 2023-11-29 280 268 12 12 Medtronic 2022-11-17 2023-06-01 166 160 6 6 Metlife Inc. 2023-08-04 2023-11-29 63 64 -1 -1 Morgan Stanley 2023-04-05 2023-11-29 79 79 0 0 Nextera Energy Inc. 2023-04-05 2023-11-29 58 78 -20 -20 NXP Semiconductors 2023-01-30 2023-11-29 204 181 23 23 Paypal Hldgs 2022-09-07 2023-08-07 1876 1881 -5 -5 Pfizer Invt. 2023-07-27 2023-08-07 1973 1972 1 1 PIMCO Income 2023-08-07 2023-11-29 4669 4697 -28 -28 Plains All Amer Pipeline 2022-05-27 2023-03-22 3893 4003 -110 -110 PNC Financial 2023-06-13 2023-11-29 132 129 3 3 Procter & Gamble 2023-08-04 2023-11-29 151 156 -5 -5 Republic Services Inc. 2023-03-16 2023-11-29 160 134 26 26 Republic Services Inc. 2023-03-16 2023-12-21 162 134 28 28 RTX Corp 2023-04-05 2023-09-19 75 99 -24 -24 Schwab Charles Corp 2023-03-10 2023-11-29 60 60 0 0 Schwab Charles Corp 2023-08-10 2023-11-29 119 119 0 0 Siteone Landscape Supply 2022-11-15 2023-05-18 152 130 22 22 Siteone Landscape Supply 2022-11-15 2023-05-19 450 391 59 59 Starbucks Corp 2023-01-05 2023-06-08 98 104 -6 -6 Texas Instruments 2023-11-01 2023-11-29 153 142 11 11 The Cigna Group 2023-07-14 2023-12-04 264 282 -18 -18 Thor Industries Inc. 2022-11-15 2023-02-16 97 92 5 5 Wells Fargo 2023-05-03 2023-08-07 7678 7674 4 4 Zurn Elkay Water Solution 2023-08-22 2023-11-29 60 57 3 3 Abbott Labs 2022-02-15 2023-11-29 104 104 0 0 Abbott Labs Call 2022-07-05 2023-08-07 1938 1987 -49 -49 Advance Auto Parts Inc. 2021-04-21 2023-06-23 67 202 -135 -135 Advance Auto Parts Inc. 2021-05-20 2023-07-11 71 197 -126 -126 Advance Auto Parts Inc. 2022-02-16 2023-06-23 67 223 -156 -156 Advance Auto Parts Inc. 2022-07-06 2023-07-11 71 180 -109 -109 Allegion PLC 2022-11-15 2023-11-29 106 113 -7 -7 Analog Devices Inc. 2015-09-16 2023-11-29 183 59 124 124 Apple Inc. 2009-11-18 2023-11-24 190 7 183 183 AQR U.S. Defensive 2019-03-12 2023-11-29 139 109 30 30 Bank of Amer Corp 2016-07-27 2023-05-22 56 29 27 27 Bank of Amer Corp 2016-07-27 2023-11-29 61 29 32 32 Bank of Amer Corp 2022-05-27 2023-08-07 7861 8074 -213 -213 Bank of Montreal 2022-05-27 2023-08-07 7900 8017 -117 -117 Bentley Systems Inc. 2022-11-15 2023-11-29 158 120 38 38 Berkley W R Corp 2021-01-27 2023-02-23 133 83 50 50 Berkley W R Corp 2021-01-27 2023-02-24 199 125 74 74 Berkley W R Corp 2021-01-27 2023-02-27 67 42 25 25 Berkley W R Corp 2021-01-27 2023-02-28 133 83 50 50 Berkley W R Corp 2021-01-27 2023-03-01 66 42 24 24 Berkley W R Corp 2021-01-27 2023-11-29 141 83 58 58 Berkshire Hathaway Energ 2022-05-27 2023-08-07 7833 8129 -296 -296 Blackrock Inc. 2022-11-17 2023-11-29 747 713 34 34 Bright Horizons 2022-11-15 2023-11-29 89 76 13 13 Bristol Myers Squibb 2022-04-05 2023-11-29 97 149 -52 -52 Bristol Myers Squibb 2022-05-27 2023-11-29 49 76 -27 -27 Capital One Fincl Corp. 2016-06-24 2023-12-07 116 63 53 53 Capital One Fincl Corp. 2016-06-24 2023-12-15 258 126 132 132 Capital One Fincl Corp. 2021-01-28 2023-08-10 111 107 4 4 Capital One Fincl Corp. 2022-06-17 2023-12-07 116 106 10 10 Charles River Lab 2022-11-15 2023-11-29 196 252 -56 -56 Cheniere Corp Christi 2022-05-27 2023-08-07 7994 8213 -219 -219 Chubb Ltd. 2020-10-28 2023-11-29 225 128 97 97 Citigroup Inc. 2022-05-27 2023-08-07 7849 7962 -113 -113 CME Group Inc. 2016-06-24 2023-12-15 206 97 109 109 CMS Energy Corp 2016-06-24 2023-11-29 57 43 14 14 Coca Cola 2022-03-09 2023-11-29 58 59 -1 -1 Cooper Companies Inc. 2022-11-15 2023-11-29 336 318 18 18 Copart Inc. 2021-01-27 2023-02-23 557 436 121 121 Copart Inc. 2021-01-27 2023-02-24 966 762 204 204 Copart Inc. 2021-01-27 2023-02-27 488 381 107 107 Corning Inc. 2022-11-17 2023-11-29 28 33 -5 -5 CVS Health Corp 2019-11-18 2023-12-01 203 225 -22 -22 CVS Health Corp 2019-12-06 2023-07-18 72 76 -4 -4 CVS Health Corp 2021-08-05 2023-06-16 135 160 -25 -25 CVS Health Corp 2021-08-05 2023-07-18 72 80 -8 -8 CVS Health Corp 2022-01-05 2023-07-15 69 105 -36 -36 CVS Health Corp 2022-05-27 2023-06-15 69 97 -28 -28 Dolby Lab 2022-11-15 2023-11-29 87 72 15 15 Dominion Energy Inc. 2022-08-16 2023-11-29 47 86 -39 -39 Eaton Corp. 2020-05-01 2023-03-16 164 80 84 84 EOG Resources Inc. 2021-01-11 2023-11-29 123 60 63 63 Equifax Inc. 2022-11-15 2023-11-29 217 204 13 13 Exponent Inc. 2022-03-07 2023-11-29 76 96 -20 -20 Exxon Mobil Corp. 2022-02-18 2023-12-06 99 77 22 22 Exxon Mobil Corp 2022-05-04 2023-11-29 204 180 24 24 Exxon Mobil Corp 2022-05-17 2023-07-31 214 184 30 30 Exxon Mobil Corp 2022-05-17 2023-09-28 119 92 27 27 Exxon Mobil Corp 2022-06-17 2023-12-06 198 174 24 24 Freeport-McMoran Inc. 2022-05-27 2023-08-07 4915 5060 -145 -145 Gallagher Arthur J & Co 2016-06-24 2023-06-13 209 46 163 163 Genl Dynamics Corp. 2016-07-01 2023-11-29 244 141 103 103 Genl Dynamics Corp. 2022-02-18 2023-07-11 216 215 1 1 Genl Motors Dinl Co Inc. 2022-05-27 2023-08-07 1998 1998 0 0 Glaxosmithdline Capital 2022-05-27 2023-08-07 7833 8017 -184 -184 Goldman Sachs GQG 2021-01-27 2023-11-29 8181 7663 518 518 Goldman Sachs GQG 2022-02-17 2023-04-12 4751 5271 -520 -520 Goldman Sachs GQG 2022-02-17 2023-11-29 1142 1142 0 0 Goldman Sachs GQG 2022-06-21 2023-11-29 1246 1188 58 58 Goldman Sachs Group Inc. 2022-05-27 2023-08-07 7920 8046 -126 -126 Goldman Sachs Group Inc. 2022-05-27 2023-08-07 1931 2003 -72 -72 Hartford Fincl Services 2016-06-24 2023-10-31 73 43 30 30 Hartford Fincl Services 2016-06-24 2023-11-29 77 43 34 34 Hartford Fincl Services 2022-02-18 2023-10-31 73 71 2 2 HCA Inc. 2022-05-27 2023-08-07 7947 8080 -133 -133 Interactive Brokers 2021-01-27 2023-02-16 88 64 24 24 Interactive Brokers 2021-01-27 2023-09-11 95 64 31 31 Interactive Brokers 2021-01-27 2023-09-12 189 127 62 62 Interactive Brokers 2021-01-27 2023-09-13 92 64 28 28 Interactive Brokers 2021-01-27 2023-09-14 93 64 29 29 Interactive Brokers 2021-01-27 2023-09-15 92 64 28 28 Interactive Brokers 2021-01-27 2023-11-29 75 64 11 11 Intl Business Mach 2020-01-31 2023-11-29 156 137 19 19 JPMorgan Hedged Equity 2019-03-12 2023-03-21 876 673 203 203 JPMorgan Hedged Equity 2019-03-12 2023-11-29 3275 2307 968 968 JPMorgan Hedged Equity 2023-03-29 2023-11-29 49 47 2 2 Lennox Intl Inc. 2022-11-15 2023-11-29 408 274 134 134 Lilly Eli & Co 2016-06-24 2023-03-24 336 75 261 261 Lilly Eli & Co 2016-06-24 2023-08-08 515 75 440 440 Loomis Sayles Growth 2022-02-28 2023-04-12 1125 1363 -238 -238 LPL Finl Hldgs Inc. 2021-03-04 2023-11-29 216 134 82 82 Medtronic Plc 2022-11-17 2023-11-29 79 80 -1 -1 Microsoft Corp. 2022-11-17 2023-11-29 379 239 140 140 Microsoft Corp. B/E 2022-05-27 2023-08-07 7947 8037 -90 -90 Mitsubishi UFJ Fin Group 2022-05-27 2023-08-07 1973 2004 -31 -31 Mitsubishi UFJ Finl 2022-05-27 2023-08-07 7781 8043 -262 -262 Mondelez Intl Inc. 2016-06-24 2023-10-06 251 169 82 82 Mondelez Intl Inc. 2016-06-24 2023-11-29 70 42 28 28 Mondelez Intl Inc. 2022-03-09 2023-06-08 73 62 11 11 Mondelez Intl Inc. 2022-03-09 2023-08-14 73 62 11 11 Mondelez Intl Inc. 2022-05-27 2023-06-08 73 63 10 10 Morgan Stanley 2022-05-27 2023-11-29 79 79 0 0 Morgan Stanley B/E 2022-05-27 2023-08-07 7892 8065 -173 -173 Morgan Stanley NTS B/E 2022-05-27 2023-08-07 1956 2016 -60 -60 Norfolk Sthn Corp. 2022-05-27 2023-11-29 215 215 0 0 Nthn Trust Corp. 2016-06-24 2023-08-31 228 199 29 29 Parker Hannifin Corp. 2018-10-23 2023-03-16 314 152 162 162 Pfizer Inc. 2022-04-28 2023-11-29 30 50 -20 -20 Philip Morris Intl Inc. 2022-02-18 2023-11-29 94 112 -18 -18 Plains All Amer Pipeline 2022-05-27 2023-08-07 3894 4002 -108 -108 PPG Industries Inc. 2022-09-13 2023-11-29 139 126 13 13 Price T Rowe Group Inc. 2023-07-31 2023-07-31 123 74 49 49 Price T Rowe Group Inc. 2016-07-19 2023-08-08 113 74 39 39 Price T Rowe Group Inc. 2016-07-19 2023-08-16 109 74 35 35 Price T Rowe Group Inc. 2016-07-19 2023-08-18 108 74 34 34 Price T Rowe Group Inc. 2016-07-19 2023-08-21 107 74 33 33 Progressive Corp Ohio 2016-06-24 2023-04-13 138 32 106 106 Prologis Inc. 2022-05-04 2023-11-29 114 149 -35 -35 Public Service Enterprise 2022-02-18 2023-11-29 63 65 -2 -2 RTX Corp 2019-08-07 2023-11-29 81 71 10 10 RTX Corp 2019-08-07 2023-12-15 80 71 9 9 RTX Corp 2020-06-05 2023-10-26 80 72 8 8 RTX Corp 2020-06-05 2023-11-03 83 72 11 11 RTX Corp 2021-05-05 2023-11-19 75 84 -9 -9 RTX Corp 2021-12-20 2023-10-24 78 80 -2 -2 RTX Corp 2021-12-20 2023-10-26 80 80 0 0 RTX Corp 2022-05-27 2023-09-19 75 96 -21 -21 Sabine Pass Liquefaction 2022-07-05 2023-08-07 7995 8123 -128 -128 Scotts Miracle-Gro 2022-11-15 2023-11-29 58 64 -6 -6 Siteone Landscape Supply 2022-11-15 2023-11-29 139 130 9 9 Southwest Airlines 2022-05-27 2023-08-07 7971 8220 -249 -249 Starbucks Corp. 2022-02-15 2023-09-26 92 95 -3 -3 Sysco Corp 2020-11-17 2023-06-08 72 74 -2 -2 Sysco Corp 2020-11-17 2023-11-29 72 74 -2 -2 Sysco Corp 2020-11-17 2023-12-15 73 74 -1 -1 Sysco Corp 2021-01-28 2023-12-15 73 74 -1 -1 Sysco Corp 2021-07-22 2023-12-15 147 144 3 3 Sysco Corp 2022-03-03 2023-06-08 72 87 -15 -15 Teradyne Inc. 2022-11-15 2023-11-29 93 96 -3 -3 Texas Instruments 2016-06-24 2023-01-25 174 61 113 113 Thor Industries Inc. 2022-11-15 2023-11-29 101 92 9 9 TJX Cos Inc. 2020-11-17 2023-12-15 179 122 57 57 TJX Cos Inc. 2022-04-20 2023-08-11 172 133 39 39 TJX Cos Inc. 2022-04-20 2023-08-16 89 67 22 22 TJX Cos Inc. 2022-05-27 2023-11-29 88 64 24 24 Truist Finl Corp. 2016-06-24 2023-03-16 96 105 -9 -9 Truist Finl Corp. 2016-06-24 2023-04-21 63 70 -7 -7 Truist Finl Corp. 2016-06-24 2023-05-04 104 140 -36 -36 Truist Finl Corp. 2016-06-24 2023-06-13 97 105 -8 -8 Truist Finl Corp. 2016-06-24 2023-06-30 122 140 -18 -18 United Parcel Service Inc. 2022-11-17 2023-11-29 152 152 0 0 UnitedHealth Group Inc. 2019-10-30 2023-12-15 525 253 272 272 US Bankcorp Del 2022-11-04 2023-11-29 76 76 0 0 Verizon Communications 2022-11-17 2023-11-29 38 38 0 0 Wells Fargo 2022-03-14 2023-11-29 88 88 0 0 Wells Fargo 2022-04-11 2023-11-29 44 44 0 0 Xcel Energy Inc. 2022-06-23 2023-11-29 60 67 -7 -7 -1358 195 0 195 0 195 0 0 0 0 0 0 195 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A Anita J Hamilton Michaels 5616557722 425 Worth Avenue 5E Palm Beach FL 33480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Anita J Hamilton Michaels 425 Worth Avenue Palm Beach FL 33408 Chairman Trustee 1.00 0 0 0 Frank T Hamilton 425 Worth Avenue Palm Beach FL 33408 Secretary Trustee 1.00 20000 0 0 NONE 0 NONE 0 0 527275 18651 0 545926 0 0 545926 8189 537737 26887 26887 195 195 26692 0 26692 0 26692 58550 0 58550 26692 0 0 4708 15833 20449 54175 36232 131397 58550 0 0 0 26692 31858 0 0 163255 0 0 0 0 0 0 4708 158547 15833 20449 54175 36232 31858 X Alzheimers Drug Discovery 57 West 57th Street New York NY 10019 501(c)(3) Exempt Org Use for their stated purpose. 6000 American Red Cross 1250 Northpoint Pkwy West Palm Beach FL 33407 501(c)(3) Exempt Org Use for their stated purpose. 200 Ann Norton Sculpture Garden 253 Barcelona Rd West Palm Beach FL 33401 501(c)(3) Exempt Org Use for their stated purpose. 2000 Boys and Girls Club of PB County 800 Northpoint Parkway Ste 204 West Palm Beach FL 33407 501(c)(3) Exempt Org Use for their stated purpose. 1250 Boystown South Florida 1655 Palm Beach Lakes Blvd West Palm Beach FL 33401 501(c)(3) Exempt Org Use for their stated purpose. 500 Doctors Without Borders 40 Rector St 16th Floor New York NY 10006 501(c)(3) Exempt Org Use for their stated purpose. 500 Feed America 13100 Wortham Center Dr Houston TX 77065 501(c)(3) Exempt Org Use for their stated purpose. 1000 Food For The Poor 6401 Lyons Road Coconut Creek FL 33073 501(c)(3) Exempt Org Use for their stated purpose. 500 Friends of the National World War 921 Pennsylvania Avenue Washington DC 20003 501(c)(3) Exempt Org Use for their stated purpose. 1000 Girls Preparatory School 205 Island Avenue Chattanooga TN 37405 501(c)(3) Exempt Org Use for their stated purpose. 2000 Glades Academy Foundation 7368 Building E FL-15 Pahokee FL 33476 501(c)(3) Exempt Org Use for their stated purpose. 1000 Hanley Foundation 700 S Dizie Hwy West Palm Beach FL 33401 501(c)(3) Exempt Org Use for their stated purpose. 1000 Historical Society of Palm Beach 300 N Dixie Hwy West Palm Beach FL 33401 501(c)(3) Exempt Org Use for their stated purpose. 2000 Hospice Foundation of Palm Beach 44 Cocoanut Row Palm Beach FL 33480 501(c)(3) Exempt Org Use for their stated purpose 1000 Hospital Albert Schweitzer PO Box 110091 Pittsburgh PA 15232 501(c)(3) Exempt Org Use for their stated purpose. 2000 Jewish Federation of PB 1 Harvard Cir 100 West Palm Beach FL 33409 501(c)(3) Exempt Org Use for their stated purpose. 1000 Make A Wish Southern FL 4491 S State Road 7 Suite 201 Ft Lauderdale FL 33314 501(c)(3) Exempt Org Use for their stated purpose. 250 Morselife Foundation 4920 Loring Drive West Palm Beach FL 33417 501(c)(3) Exempt Org Use for their stated purpose. 5000 Norton Museum 1450 S Dixie Hwy West Palm Beach FL 33401 501(c)(3) Exempt Org Use for their stated purpose. 1250 Opportunity 4171 Westgate Avenue West Palm Beach FL 33409 501(c)(3) Exempt Org Use for their stated purpose. 2000 Palm Beach Fellowship 139 N County Road 36 Palm Beach FL 33480 501(c)(3) Exempt Org Use for their stated purpose. 1000 Peggy Adams Animal Rescue 3100/3200 N Military Trail West Palm Beach FL 33409 501(c)(3) Exempt Org Use for their stated purpose. 1000 Planned Parenthood 931 Village Blvd West Palm Beach FL 33409 501(c)(3) Exempt Org Use for their stated purpose. 500 Preservation Foundation of PB 311 Peruvian Avenue Palm Beach FL 33480 501(c)(3) Exempt Org Use for their stated purpose. 2500 Promise Fund of FL 340 Royal Poinciana Way Palm Beach FL 33480 501(c)(3) Exempt Org Use for their stated purpose. 5000 Salvation Army 2122 Palm Beach Lakes Blvd West Palm Beach FL 33409 501(c)(3) Exempt Org Use for their stated purpose. 1000 Smile Train 633 Third Avenue 9th Floor New York NY 10017 501(c)(3) Exempt Org Use for their stated purpose. 500 South Florida PBS 3401 S Congress Avenue Boynton Beach FL 33426 501(c)(3) Exempt Org Use for their stated purpose. 1000 Special Olympics Florida 2728 Lake Worth Road Lake Worth FL 33461 501(c)(3) Exempt Org Use for their stated purpose. 600 St Jude 2920 Forest Ln 415 Dallas TX 75234 501(c)(3) Exempt Org Use for their stated purpose. 2000 Susan G Komen 1309 N Flagler Drive 5 West Palm Beach FL 33401 501(c)(3) Exempt Org Use for their stated purpose. 500 Town of Palm Beach United Way 44 Cocoanut Row Palm Beach FL 33480 501(c)(3) Exempt Org Use for their stated purpose. 10000 Trustee of the Univ of Penn 1 College Hall Room 211 Philadelphia PA 19104 501(c)(3) Exempt Org Use for their stated purpose. 1000 USO PO Box 96860 Washington DC 20077 501(c)(3) Exempt Org Use for their stated purpose. 500 58550 0 14 4150 14 21006 14 378 -1358 0 25534 -1358 24176 1 Providing funds for charity 0 0 0 0 0 0 0 0 0 0 Mitchell L. Stump, CPA, PA 3200 3200 0 0 UBS Equities Common Stocks 107144 152336 UBS Equities Mutual Funds FMV 146005 180421 UBS Fixed Income Corporate Bonds and Notes FMV 97564 101341 UBS Fixed Income Mutual Funds FMV 43346 44110 UBS Non-tradional Mutual Funds AT COST 27097 38738 Other 378 378 Filing fee 20 20 0 0 UBS 4K 01256 Investment Fees 5807 5807 0 0 UBS 4K 01464 Margin Interest 4 4 0 0 UBS 4K 01464 Investment Fees 175 175 0 0 Foreign Taxes 164 164 0 0 US Treasury 2164 2164 0 0