2024-02-13T14:43:18-05:00 2023-12-31 591885347 PETERSON & PETERSON CPA'S PA 2498 EMERALD WAY NORTH DEERFIELD BEACH FL 33442 990PF 2023-01-01 453367981 THE THOMAS & BETTY ROSS FOUNDATION THOM 5619696233 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 THOMAS ROSS DIRECTOR 5619696233 2024-02-11 THOMAS ROSS XXX-XX-XXXX true CRAIG K PETERSON P00033288 9546836603 2024-02-11 2023 2023-04-26 12:10:37Z X 1397056 X 100000 96 5 96 54311 54311 54311 -3 5 154404 54316 54407 1775 1775 1775 731 731 62 62 62 2568 1837 2568 0 60000 60000 62568 1837 2568 60000 91836 52479 51839 53448 48568 48568 1944 588 588 924788 1022860 1347900 980180 1072016 1397056 0 X 980180 1072016 980180 1072016 980180 1072016 980180 91836 1072016 1072016 729 729 729 1317 1317 588 588 false false false false false false true FL true false false false true N/A THOMAS ROSS 5619696233 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 false false false false false false false false false false false false false false false false false false false false false THOMAS ROSS 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 DIRECTOR 5.00 0 0 0 BETTY ROSS 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 DIRECTOR 1.00 0 0 0 NONE NONE N/A 1244977 51008 0 1295985 1295985 19440 1276545 63827 63827 729 729 63098 63098 63098 60000 60000 63098 1415 60000 1415 58585 4513 THOMAS ROSS X THOMAS ROSS 401 MUIRIFIELD DRIVE LAKE WORTH FL 33462 5615369025 CHABAD OF LAKE WORTH 6450 MELALEUCA LANE LAKE WORTH FL 33463 NONE TAX-EXEMPT CHARITABLE SUPPORT 18000 MEHARRY MEDICAL COLLEGE 1005 DR DB TODD JR BLVD NASHVILLE TN 37208 NONE TAX-EXEMPT CHARITABLE SUPPORT 25000 V FOUNDATION FOR CANCER RESEARCH 14600 WESTON PARKWAY CARY NC 27513 NONE TAX-EXEMPT CHARITABLE SUPPORT 6000 HILLEL INTERNATIONAL 800 EGHT STREET WASHINGTON DC 20001 NONE TAX EXEMPT CHARITABLE SUPPORT 1000 UNIVERSIY OFCONNECTICUT PO BOX 842659 BOSTON MA 022842948 NONE TAX EXEMPT CHARITABLE SUPPORT 1000 AMERICAN DIABETES ASSOCIATION 6400 NANDREWS AVE 480 FORT LAUDERDALE FL 33309 NONE TAX-EXEMPT CHARITABLE 3000 AMERICAN HEART ASSOCIATION 6444 NW 5TH WAY FORT LAUDERDALE FL 33309 NONE TAX EXEMPT CHARITABLE 3000 TUNNEL FOR TOWERS FDN 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE TAX EXEMPT CHARITABLE 3000 60000 96 54311 -3 54404 54404 false false false false false false false false false false X X 1 THOMAS ROSS 401 MUIRFIELD DRIVE ATLANTIS FL 33462 100000 X INDIRECT ACCOUNTING FEES 1775 1775 1775 LIBERTY STAR FD 2023-01 PURCHASE 2023-12 5 8 -3 ALTRIA GROUP INC 24195 20170 APOLLO COMM REAL ESTATE INC 18048 11740 ARBOR COMMERCIAL REAL ESTATE 15707 15180 ARCHER DANIELS MIDLAND-500 21939 36110 AT&T INC-3000 79817 50340 BRISTOL MYERS SQUIBB CO-500 30101 25655 COCA COLA CO-500 22289 29465 ELI LILLY & CO-300 24088 174876 GLAXOSMITH KLINE PLC-500 18259 14824 HALEON PLC ADR 4051 4115 INVESCO MTG CAPITAL INC-1099 15627 966 JOHNSON & JOHNSON-200 24495 31348 KIMBERLY CLARK CORP-200 26193 24302 LOCKHEED MARTIN CORP-100 27105 45324 MCDONALDS CORP-300 35293 88953 MICROSOFT CORP-500 29761 188020 PEPSICO INC-300 33016 50952 PFIZER INC-500 17032 14395 PROCTER & GAMBLE-300 26999 43962 VERIZON COMMUNICATIONS-1300 85364 75400 VIATRIS INC-62 935 671 VODAFONE GROUP PLC-1000 31736 8700 WAL-MART STORES INC-500 36370 78825 WARNER BROS DISCOVERY INC-725 24462 8250 ALLIANCE BERSTEIN GL HGH CE 11386 10120 ARES CAPITAL CORP 10065 10015 BLACKROCK ENGLOBALDIV TR-1500 18810 14880 BLACKROCK LTD DURATION INC-1000 15286 13980 COHEN TAX ADV PFD S 19931 14408 COHEN&STEERS INFRASTR FD-UTF-323 7997 6861 DOUBLELINE INCOME SOLUTIONS FD-1000 20185 12240 EATON VANCE TAX MGD DIV FD-5300 38839 40916 FIRST TR INTERM DUR PRF & IC FD-1500 31314 24465 FIRST TR HGH INC LS 7722 6045 GABELLI DIV & INCOME TR-1000 21120 21640 LIBERTY ALL STAR EQ FD-6488 58069 61516 MADISON COVERED CALL & EQ-2000 14673 15060 MFS CHARTER INCOME TR-1000 7777 6460 NEUBERGER BERMAN ENERGY INFRA-1000 6852 6880 SABA CAPITAL INCOME & OPPT FD-2000 9863 7710 VITRIUS ARTIFICAL INTELLIGENCE-1000 31629 17400 VOYA INFASTR INDUST-1450 18460 14761 EXPENSES BROKER SERVICE CHARGES 62 62 62 EXCISE TAX PAYABLE INDIRECT TAXES/LICENSES 731 731