2024-07-23T15:05:15-05:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 600 CLEVELAND STREET SUITE 1000 CLEARWATER FL 33755 990PF 2023-01-01 592214565 MICHAEL G CANTONIS FOUNDATION INC MICH 7277843721 3117 HARVEST MOON DRIVE PALM HARBOR FL 34683 CYNTHIA C HELLER VP/DIRECTOR 7277843721 2024-05-21 1 CYNTHIA HELLER 999009999 0 CATHERINE HAUG P01395474 7274460504 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2474031 X X 74316 74316 -7849 788515 0 66467 74316 0 0 0 1950 0 0 9387 1170 0 13289 13228 0 24626 14398 0 91000 91000 115626 14398 91000 -49159 59918 51794 564 564 88721 104913 104913 1272887 1238812 1326703 1024918 1044872 1041851 2438320 2389161 2474031 0 0 X 2444420 2395261 0 0 -6100 -6100 2438320 2389161 2438320 2389161 2438320 -49159 0 2389161 0 2389161 SHORT TERM SALES P 335062 335845 -783 -783 LONG TERM SALES P 450413 457922 -7509 -7509 LONG TERM 28% SALES P 2905 2597 308 308 CAPITAL GAINS DIVIDENDS P 135 135 135 -7849 833 0 833 0 833 6120 0 0 0 6120 0 5287 5287 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A CYNTHIA C HELLER 7277843721 3117 HARVEST MOON DRIVE PALM HARBOR FL 34683 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GEORGE M CANTONIS 3117 HARVEST MOON DR PALM HARBOR FL 34683 PRESIDENT/DIRECTOR 1.00 0 0 0 CYNTHIA C HELLER 3117 HARVEST MOON DR PALM HARBOR FL 34683 VP/DIRECTOR 1.00 0 0 0 JAMES M CANTONIS 3117 HARVEST MOON DR PALM HARBOR FL 34683 VP/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2288551 109359 0 2397910 0 0 2397910 35969 2361941 118097 118097 833 833 117264 0 117264 0 117264 91000 0 91000 117264 0 0 149835 149835 91000 0 0 0 91000 0 26264 26264 123571 0 0 0 0 0 0 0 123571 123571 X ARC TAMPA BAY FOUNDATION 1501 N BELCHER ROAD SUITE 249 CLEARWATER FL 33765 NONE PUBLIC CHARITY CHARITABLE 9500 BERKELEY PREPARATORY SCHOOL 4811 KELLY ROAD TAMPA FL 33615 NONE PUBLIC CHARITY EDUCATIONAL 5000 CHILDRENS HOME SOCIETY 8302 LAUREL FAIR CIRCLE SUITE 110 TAMPA FL 33610 NONE PUBLIC CHARITY CHARITABLE 2500 CLEARWATER FREE CLINIC 1218 COURT STREET CLEARWATER FL 33756 NONE PUBLIC CHARITY HEALTH 12500 COMMUNITY DENTAL CLINIC INC 1008 WOODLAWN STREET CLEARWATER FL 33756 NONE PUBLIC CHARITY HEALTH 2500 FLORIDA ORCHESTRA 244 2ND AVENUE NORTH SUITE 420 ST PETERSBURG FL 33701 NONE PUBLIC CHARITY EDUCATIONAL 10000 HELLENIC COLLEGE HOLY CROSS 50 GODDARD AVENUE BROOKLINE MA 02445 NONE PUBLIC CHARITY EDUCATIONAL 25000 HOLY TRINITY GREEK ORTHODOX CHURCH 409 S OLD COACHMAN ROAD CLEARWATER FL 33765 NONE PUBLIC CHARITY RELIGIOUS 1000 JUNIOR LEAGUE OF CLEARWATER-DUNEDIN INC 1265 BAYSHORE BLVD DUNEDIN FL 34698 NONE PUBLIC CHARITY COMMUNITY 1000 MORTON PLANT MEASE FOUNDATION 1200 DRUID RD S BELLEAIR FL 33756 NONE PUBLIC CHARITY HEALTH 10000 MUSEUM OF FINE ARTS ST PETERSBURG 2455 BEACH DR NE ST PETERSBURG FL 33701 NONE PUBLIC CHARITY ART 5000 PINELLAS EDUCATION FOUNDATION 12090 STARKEY RD LARGO FL 33773 NONE PUBLIC CHARITY EDUCATION 1000 RUTH ECKERD HALL FOUNDATION 1111 MCMULLEN BOOTH ROAD CLEARWATER FL 33759 NONE PUBLIC CHARITY EDUCATIONAL 5000 ST NICHOLAS PHILOPTOCHOS PO BOX 2043 TARPON SPRINGS FL 34688 NONE PUBLIC CHARITY RELIGIOUS 1000 91000 0 14 74316 18 -7849 0 66467 0 66467 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1950 0 0 THE ATTORNEY GENERAL OF THE STATE OF FLORIDA DOES NOT REQUIRE THE FILING OF A RETURN WITH THAT OFFICE IF THE ORGANIZATION IS NOT SOLICITING CONTRIBUTIONS. THEREFORE THERE IS NO REQUIREMENT FOR THIS FOUNDATION TO FILE WITH THE STATE OF FLORIDA. BLACKROCK DYNAMIC HIGH INCOME 23715 24717 FEDERATED HERMES INTERMEDIATE 54487 55132 FIDELITY INTERM TRS BD INS PR 168219 167803 FIDELITY S/T TRSRY BND INS PR 227126 230120 ISHARES 5-10 YEAR INV GRAD CORP 48995 50440 ISHARES IBOXX HIGH YIELD CORP 34563 32659 ISHARES JPM EMERGING MARKETS BOND ETF 27479 25560 VANGUARD M/B SEC INDX-ADM 339961 333094 VANGUARD SHORT-TERM CORP BD INX ADM 120327 122326 3M CO 9004 7980 ABBOTT LABS 2658 2862 ALLETE INC 4323 4770 ALTRIA GROUP INC 5543 5123 AMDOCS LIMITED 5231 5889 AMGEN INC 4062 4608 APPLE INC 1897 6546 APPLIED MATERIALS INC 6389 6807 AQR DIVERSIFIED ARBITRAGE CLASS 71031 73011 AT&T INC 3203 3624 AUTOLIV INC 3922 4408 AXIS CAPITAL HOLDINGS LTD 8499 8748 BAXTER 5252 5064 BLACKROCK SYST MULTI STR INST 148216 145481 BROADCOM INC 3497 10046 CABOT CORP 9065 12692 CARDINAL HEALTH INC 7236 7056 CBOE GLOBAL MARKETS INC 10073 11964 CENCORA INC 3190 3697 CHAMPIONX CORPORATION 3182 2570 CHEVRON CORPORATION 8239 9994 CISCO SYSTEMS INC 7041 7174 CIVITAS RESOURCES INC 2971 2872 COMCAST CORP 10020 10349 CONAGRA BRANDS, INC 10418 8569 CONOCO PHILLIPS 6413 6268 COREBRIDGE FINANCIAL INC 8431 10353 COTERRA ENERGY INC 5711 5359 CUMMINS INC 8799 10781 DARDEN RESTAURANTS INC 4176 4272 DFA COMMODITY STRATEGY PORTFOLIO 41029 36546 EBAY INC 4139 4144 EVERCORE INC 8540 10263 EXXON MOBIL CORP 8011 10698 FEDEX CORP 4687 5059 FIDELITY NATIONAL FINANCIAL INC. 8723 12143 FIRST CASH HOLDINGS INC 3669 3577 FNB CORP 5493 5467 FREEPORT-MCMORAN 4742 5066 GE HEALTHCARE TECHNOLOGIES INC 5125 5180 GENERAL DYNAMICS CORP 5111 5972 GENUINE PARTS CO COM 3276 3878 GILEAD SCIENCES INC 6667 8263 HOME DEPOT INC 3434 5198 INTEL CORP 3078 4121 IRON MOUNTAIN INC 3385 4969 ISHARES CORE MSCI EAFE ETF 135868 144218 ISHARES CORE MSCI EMERGING MARKETS 108159 101615 ISHARES RUSSELL 2000 ETF 18008 20874 ISHARES S&P GLOBAL INFRASTRUCTURE ETF 28360 27854 ISHARES S&P MID-CAP 400 GROWTH ETF 45652 51550 JANUS HENDERSON GROUP PLC 3173 3739 JOHNSON & JOHNSON COM 12208 11599 JOHNSON CTLS INTL PLC NPV 5098 6283 JP MORGAN CHASE & CO 10525 15989 KLA CORP 6523 7557 KRAFT HEINZ CO 4275 4216 LINCOLN ELECTRIC HOLDINGS INC 9368 13048 LOCKHEED MARTIN CORP COM 7321 8158 LYDONDELLBASELL INDUSTRIES NV-CL A 7911 9318 M&T BANK 5521 5072 MEDTRONIC PLC 10130 9473 MICROSOFT CORP CORPORATION 2981 10529 MOLSON COORS BEVERAGE CO B 4900 5325 NATIONAL FUEL GAS CO 2764 2709 NATIONAL STORAGE AFFILIATES 2766 3110 NRG ENERGY INC 6319 8531 NUCOR CORP 4625 4699 ORACLE CORP 3362 3057 PEPSICO INC COM 5151 5605 PFIZER INC 6755 5700 PHILLIPS 66 66 COM 5972 7323 PROCTOR & GAMBLE 6877 8499 PUBLIC SVC ENTERPRISE GROUP INC 8297 8439 QUEST DIAGNOSTICS 10634 11030 REINSURANCE GROUP OF AMERICA INC 9792 9869 RYDER SYSTEM 13458 16799 SABRA HEALTHCARE REIT INC 8866 9975 SCHWAB INTL SMALL CAP EQUITY ETF 30274 28924 SPDR GOLD TR GOLD SHS 32553 36896 STARBUCKS CORP 3674 3360 STRYKER CORP 6180 6588 SYNOVUS FINANCIAL GROUP 7754 7116 TANGER INC 3201 4435 TAPESTRY INC 5541 4969 TENGA INC 10273 9425 TRUIST FINANCIAL CORP 9033 10670 UNUM GROUP 11130 10175 VALERO ENERGY CORP 5076 5070 VANGUARD REAL ESTATE ETF 41366 46566 VERIZON COMMUNICATIONS 8327 6522 VIATRIS INC 9128 8999 VISTA CORP 8078 10824 WALMART INC 3674 3468 WEYERHAEUSER 5904 6537 WW GRAINGER INC 9226 14916 ANNUAL REPORT 61 0 0 INVESTMENT ADVISOR FEES 13228 13228 0 FOREIGN TAX 1170 1170 0 EXCISE TAX 8217 0 0