2024-05-15T08:39:36-05:00 2023-12-31 461585527 OFFUTT BARTON SCHLITT LLC 570 BEACHLAND BLVD VERO BEACH FL 32963 990PF 2023-01-01 582110528 THE LOFTIS FOUNDATION LOFT 7722138847 212 COCONUT CREEK CT VERO BEACH FL 329634237 ROBERT LOFTIS PRESIDENT 7722138847 2024-05-14 1 ROBERT LOFTIS 999009999 1 WILLIAM F SCHLITT P00854938 7722312100 2024-05-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 9527046 X 41527 249367 249367 -143938 980669 0 146956 249367 0 0 0 8000 8000 0 21801 21801 0 27714 363 0 30334 0 30334 87849 30164 30334 402972 402972 490821 30164 433306 -343865 219203 1447878 1531663 1531663 7217796 6783736 7995383 8665674 8315399 9527046 0 0 X 2500 2500 0 0 8663174 8312899 8665674 8315399 8665674 8315399 8665674 -343865 0 8321809 6410 8315399 BEST BUY 2022-04-29 2023-04-06 12383 14809 -2426 -2426 LORD ABBETT CORE 2023-01-01 2023-10-26 15491 16392 -901 -901 STERIS PLC SHS USD 2022-06-13 2023-04-12 92060 100509 -8449 -8449 BEST BUY 2022-03-03 2023-04-06 92912 136106 -43194 -43194 JP MORGAN CHASE 2022-03-03 2023-05-12 37237 38278 -1041 -1041 KEYSIGHT TECHNOLOGIES 2022-04-29 2023-09-28 126075 132904 -6829 -6829 LAUDER ESTEE COMPANIES INC 2022-05-13 2023-09-28 56874 106388 -49514 -49514 LORD ABBETT CORE 2022-06-10 2023-10-26 304447 339211 -34764 -34764 PIONEER NAT RES COMPANY 2022-07-12 2023-11-07 243190 240010 3180 3180 -143938 3047 0 3047 0 3047 0 0 0 0 0 179 3226 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A WILLIAM F SCHLITT 7722312100 570 BEACHLAND BLVD VERO BEACH FL 32963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT W LOFTIS 212 COCONUT CREEK COURT VERO BEACH FL 32963 PRESIDENT 0.00 0 0 0 SHARON L LOFTIS 212 COCONUT CREEK COURT VERO BEACH FL 32963 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 7450450 1507309 0 8957759 0 0 8957759 134366 8823393 441170 441170 3047 3047 438123 0 438123 0 438123 433306 0 433306 438123 263021 0 0 433306 263021 0 0 170285 0 0 0 0 0 0 0 0 267838 0 0 0 ROBERT W LOFTIS SHARON L LOFTIS X ROBERT LOFTIS 212 COCONUT CREEK CT VERO BEACH FL 32963 7722138847 NO SPECIAL FORM REQUIRED NO DEADLINES NO RESTRICTIONS GATEWAY CHRISTIAN CHURCH 422 B STREET SAITN ALBANS WV 25177 NONE 501(C)(3) UNRESTRICTED 397221 LEE STROBEL MINISTRIES 1350 S BOULDER AVENUE SUITE 800 TULSA OK 74119 NONE 501(C)(3) UNRESTRICTED. 5751 402972 0 14 249367 18 -143938 0 105429 0 105429 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT W LOFTIS 212 COCONUT CREEK CT VERO BEACH FL 32963 41527 X PROFESSIONAL FEES 8000 8000 0 SECURITIES HELD IN RAYMOND JAMES ACCOUNT A654 6783736 7995383 BASIS ADJUSTMENT 6410 INVESTMENT MANAGEMENT FEES 21801 21801 0 FOREIGN TAXES 363 363 0 FEDERAL TAXES 27351 0 0