2024-05-14T12:44:05-05:00 2023-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990PF 2023-01-01 201602745 ANDREW P CANEZA FAMILY FOUNDATION INC ANDR 4074615682 PO BOX 915589 LONGWOOD FL 327915589 KEVIN SMITH DIRECTOR 4074615682 2024-05-12 1 KEVIN SMITH 999009999 0 JOHN S WILES CPA P01222673 5048355522 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 21402929 X 0 X 474781 474781 191274 191274 -72054 446071 0 594001 666055 0 0 0 1500 0 1500 21661 21661 0 16833 1845 61 39994 23506 1561 1257025 1257025 1297019 23506 1258586 -703018 642549 905877 372870 372870 9939404 9820892 10134792 7143737 7092238 10895267 17989018 17286000 21402929 0 0 X 0 0 0 0 17989018 17286000 17989018 17286000 17989018 17286000 17989018 -703018 0 17286000 0 17286000 FIRSTENERGY CORP P 2022-09-21 2023-09-27 32493 33601 -1108 -1108 NET LEASE OFFICE PPTY P 2023-11-02 2023-11-28 505 368 137 137 VAIL RESORTS INC P 2023-05-25 2023-10-25 24271 27621 -3350 -3350 VERALTO CORPORATION P 2023-06-27 2023-10-25 3236 3703 -467 -467 WEC ENERGY GROUP INC P 2022-06-21 2023-01-27 31438 30984 454 454 BRISTOL MYERS SQUIBB CO P 2021-07-26 2023-09-27 44813 51644 -6831 -6831 CVS HEALTH CORPORATION P 2021-06-29 2023-04-20 43151 49672 -6521 -6521 CELANESE CORPORATION SERIES A P 2021-06-29 2023-05-25 26126 36882 -10756 -10756 CHEVRON CORPORATION P 2021-06-29 2023-02-07 4691 2826 1865 1865 EXXON MOBIL CORP P 2021-06-29 2023-02-06 1223 697 526 526 INTEL CORP P 2021-06-29 2023-02-22 21159 47257 -26098 -26098 KEYCORP NEW P 2021-06-29 2023-03-13 23540 43035 -19495 -19495 MERCK & CO INC NEW P 2021-06-29 2023-08-29 27825 19594 8231 8231 MONDELEZ INTL INC P 2021-06-29 2023-08-29 31111 27515 3596 3596 PEPSICO INCORPORATED P 2021-06-29 2023-07-24 30503 23562 6941 6941 RTX CORP P 2021-06-29 2023-11-26 32349 36988 -4639 -4639 TRUIST FINL CORP P 2021-06-29 2023-03-13 28793 48267 -19474 -19474 WALMART INC P 2021-06-29 2023-12-26 38489 33909 4580 4580 CAPITAL GAINS DIVIDENDS P 355 355 355 -72054 8931 0 8931 0 8931 8240 0 0 0 8240 0 691 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A KEVIN SMITH 4074615682 PO BOX 915589 LONGWOOD FL 327915589 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JENNIFER C BLACK PO BOX 915589 LONGWOOD FL 32791 SECRETARY/TREASURER 0.25 0 0 0 GARY R CANEZA PO BOX 915589 LONGWOOD FL 32791 DIRECTOR 0.25 0 0 0 SUSAN C WHITSON PO BOX 915589 LONGWOOD FL 32791 DIRECTOR 0.25 0 0 0 ANN C BUDDENDORFF PO BOX 915589 LONGWOOD FL 32791 DIRECTOR 0.25 0 0 0 KEVIN G SMITH PO BOX 915589 LONGWOOD FL 32791 DIRECTOR 0.25 0 0 0 ANDREW R CANEZA PO BOX 915589 LONGWOOD FL 32791 DIRECTOR 0.25 0 0 0 TORY A WHITSON PO BOX 915589 LONGWOOD FL 32791 DIRECTOR 0.25 0 0 0 ANDREW J CANEZA PO BOX 915589 LONGWOOD FL 32791 DIRECTOR 0.25 0 0 0 TERRY W SCOTT PO BOX 915589 LONGWOOD FL 32791 DIRECTOR 0.25 0 0 0 JANE C PRUE PO BOX 915589 LONGWOOD FL 32791 PRESIDENT 0.25 0 0 0 NONE 0 NONE 0 0 9569355 1110277 10109684 20789316 0 0 20789316 311840 20477476 1023874 1023874 8931 8931 1014943 0 1014943 0 1014943 1258586 0 1258586 1014943 288519 0 0 1258586 288519 0 0 970067 0 0 0 0 0 0 0 0 44876 0 0 0 X ADVENT HEALTH FOUNDATION - REACH OUT AND READ 800 N MAGNOLIA AVENUE SIXTH FLOOR ORLANDO FL 32803 NONE PC TO ASSIST IN DIRECTLY SUPPORTING PROGRAMS AND SERVICES AT ADVENTHEALTH THROUGH A MULTITUDE OF GIFTS. 5000 ANNUNCIATION CATHOLIC ACADEMY 593 JAMESTOWN BLVD ALTAMONTE SPRINGS FL 32714 NONE PC FOR THE TUITION OF ONE CHILD 8000 ANNUNCIATION CATHOLIC CHURCH 1020 MONTGOMERY ROAD ALTAMONTE SPRINGS FL 32714 NONE PC FOR CATHOLIC MISSIONS 6000 BULL TERRIER RESCUE OF CENTRAL FLORIDA PO BOX 741435 ORANGE CITY FL 32774 NONE PC TO ASSIST IN RESCUING BULL TERRIERS WHICH INCLUDES PROVIDING ALL NECESSARY MEDICAL ATTENTION THAT THE TERRIER MAY NEED WHICH IS ADMINISTERED BY TRAINED VETERNARIANS. 5000 CHILD FUND INTERNATIONAL PO BOX 26507 RICHMOND VA 232616507 NONE PC FOR THE FUNDING OF A CHILD 325 CHOICE WOMEN'S CLINIC 1851 W COLONIAL DR ORLANDO FL 32804 NONE PC TO ASSIST IN PROVIDING FREE SERVICES TO THE COMMUNITY TO THOSE EXPERIENCING UNPLANNED PREGNANCY 50000 COMMISSION 127 1140 WOODLAND TERRACE TRAIL ALTAMONTE SPRINGS FL 32714 NONE PC TO EMPOWER CHURCHES TO CREATE MUCH-NEEDED SUPPORT FOR FOSTER, ADOPTIVE, AND BIOLOGICAL FAMILIES IN CRISIS. 5000 CRISTO REY - ORLANDO HIGH SCHOOL 11 E ADAMS STREET NO 800 CHICAGO IL 60603 NONE PC TO ASSIST IN EMPOWERING THOUSANDS OF STUDENTS FROM UNDERSERVED, LOW-INCOME COMMUNITIES TO DEVELOP THEIR MINDS AND HEARTS TO BECOME LIFELONG CONTRIBUTORS TO SOCIETY. BY PROVIDING STUDENTS AN EXTRAORDINARY COLLEGE PREPARATORY EDUCATION AND A UNIQUE FOUR-YEAR, INTEGRATED CORPORATE WORK STUDY EXPERIENCE, WE SEEK TO TRANSFORM URBAN AMERICA ONE STUDENT AT A TIME. 800000 FIRST BAPTIST OF SWEETWATER - WEKIVA FOSTER CLOSET PO BOX 1258 SWEETWATER TX 79556 NONE PC TO ASSIST WITH THE WEKIVA FOSTER CLOSET 2000 FOUNDATION FOR FOSTER CHILDREN 2265 LEE ROAD SUITE 203 WINTER PARK FL 32789 NONE PC TO SUPPORT THE NEEDS OF THE ORGANIZATION 25000 FREEDOM RIDE INC 1905 LEE RD ORLANDO FL 32810 NONE PC FOR THE THERAPEUDIC PROGRAM FOR DISABLED CHILDREN AND ADULTS 6000 FUREVER BULLY LOVE RESCUE 5673 CYPRESS CREEK DR GRANT FL 32949 NONE PC TO ASSIST IN SAVING THE LIVES OF PITBULLS. 5000 HADDIS MINISTRIES 304 HOOD ROAD EASLEY SC 29640 NONE PC TO SUPPORT AND EMPOWER ORPHANED AND VULNERABLE CHILDREN AND THEIR FAMILIES AS WELL AS STRENGTHEN COMMUNITIES THROUGH SELF-SUSTAINING ACTIVITIES IN ETHIOPIA. 150000 HAPPY TRAILS ANIMAL RESCUE 1720 N GOLDENROD RD STE 8 ORLANDO FL 32807 NONE PC TO SUPPORT ANIMAL RESCUE AND ASSISTANCE TO PETS AND PET OWNERS IN THE COMMUNITY. 5000 MONTESSORI AT ROSEBOROUGH 751 EAST FIFTH AVENUE MOUNT DORA FL 32757 NONE PC TO ASSIST WITH PROVIDING A UNIQUE ENVIRONMENT IN WHICH A CHILD CAN DEVELOP TO HIS OR HER MAXIMUM POTENTIAL, FOLLOWING THE PRINCIPLES OF DR. MARIA MONTESSORI. 5000 MORNING STAR CATHOLIC SCHOOL 930 LEIGH AVE ORLANDO FL 32804 NONE PC TO ASSIST IN PROVIDING EACH CHILD WITH SPECIAL NEEDS THE OPPORTUNITY TO BE THE BEST THEY CAN BE BY PROVIDING CATHOLIC VALUES, SOCIAL AWARENESS, AND ACADEMIC, PHYSICAL, AND EMOTIONAL EXPECTATIONS. 65000 NEW HOPE FOR KIDS 544 MAYO AVE MAITLAND FL 32751 NONE PC FOR THE WISHES FOR KIDS PROGRAM 18500 ORLANDO CITY YOUTH SOCCER 655 W CHURCH STREET ORLANDO FL 32805 NONE PC TO ASSIST IN BRINGING SOCCER TO UNDERSERVED COMMUNITIES WITH A HOLISTIC APPROACH TO HEALTH AND WELLNESS FOR CHILDREN AND FAMILIES. 5000 OUR CATHOLIC APPEAL PO BOX 4905 ORLANDO FL 32802 NONE PC TO SUPPORT EVERY PARISH, SCHOOL, AND MINISTRY IN THE DIOCESE OF ORLANDO AND HELPS TO FEED THE HUNGRY, PREVENT HOMELESSNESS, AND HELPS THE SICK. 12000 SERVANTS OF THE PIERCED HEARTS OF JESUS AND MARY 3098 SW 14TH ST MIAMI FL 33145 NONE PC TO SUPPORT THE CATHOLIC ORGANIZATION THAT IS DEDICATED TO THE FORMATION OF THE HEARTS OF THE FAITHFUL IN ORDER TO LIVE THEIR CATHOLIC FAITH AND THUS BUILD A NEW CIVILIZATION OF LOVE AND LIFE. 20000 ST MARGARET MARY CATHOLIC CHURCH - LAZARUS MINISTRY 526 NORTH PARK AVE WINTER PARK FL 32789 NONE PC THE LAZARUS MINISTRY SEEKS TO HELP HUNDREDS OF FAMILIES WHO LIVE IN HOTELS ON LEE RD 1200 ST MARGARET MARY CATHOLIC SCHOOL 142 E SWOOPE AVE WINTER PARK FL 32789 NONE PC FOR ONE CHILD'S TUITION 8000 ST MARY MAGADALEN - FRIENDS OF PEACE ORPHANAGE 861 MAITLAND AVENUE ALTAMONTE SPRINGS FL 32701 NONE PC FOR THE FRIENDS OF PEACE ORPHANAGE PROGRAM IN MEXICO 15000 SUPPORT OUR SCHOLARS 400 N NEW YORK AVE UNIT 210 WINTER PARK FL 32789 NONE PC TO PROVIDE FINANCIAL AND EMOTIONAL SUPPORT TO DISADVANTAGED YOUNG WOMEN WITH EXTRAORDINARY POTENTIAL. 18000 THE RUSSELL HOME 510 HOLDEN AVENUE ORLANDO FL 32839 NONE PC TO SUPPORT CHILDREN WITH MEDICAL ISSUES 15000 TOUCHED BY TYPE 1 195 S WESTMONTE DRIVE SUITE 1128 ALTAMONTE SPRINGS FL 32714 NONE PC TO ASSIST IN ELEVATING AWARENESS, RAISING FUNDS TO FIND A CURE, AND INSPIRING THOSE WITH DIABETES TO THRIVE. 2000 1257025 0 14 474781 14 191274 18 -72054 0 594001 0 594001 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1500 0 1500 INVESTMENT- CORP STOCK 3639405 7235933 ZACKS INVESTMENT - CORP STOCK 3452833 3659334 9820892 10134792 0 0 ADR FEES 98 98 0 MANAGEMENT FEES 21563 21563 0 ANDREW P CANEZA FAMILY TRUST PO BOX 915589 LONGWOOD FL 32791 FLORIDA SEC OF STATE 61 0 61 TAXES 14927 0 0 FOREIGN TAXES 1845 1845 0