2024-10-23T12:23:07-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990PF 2023-01-01 205945092 ANDERSON-DEVITT FOUNDATION INC ANDE 4076474366 1621 ROUNDELAY LN WINTER PARK FL 32789 JENNIFER P ANDERSON VICE PRESIDENT 4076474366 2024-10-21 1 0 LACEY M QUATSOE P01300865 4078021200 2024-10-21 2023 2024-10-15 13:58:12Z X 577510 X X 119 119 14216 14150 -18294 225968 0 -3959 14269 0 0 0 8078 4039 4039 3728 3728 0 77 77 0 11883 7844 4039 90740 85740 102623 7844 89779 -106582 6425 25039 25440 25440 506064 439744 456440 116134 109909 95630 34438 0 0 681675 575093 577510 0 0 X 0 0 0 0 681675 575093 681675 575093 681675 575093 681675 -106582 0 575093 0 575093 PUBLICLY LISTED SECURITIES P 223772 244262 -20490 -20490 CAPITAL GAINS DIVIDENDS P 2196 2196 2196 -18294 89 0 89 0 89 442 0 0 0 442 0 353 353 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A JENNIFER P ANDERSON 4076474366 1621 ROUNDELAY LN WINTER PARK FL 32789 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 PHILLIP M ANDERSON JR 1621 ROUNDELAY LN WINTER PARK FL 32789 PRESIDENT, TREASURER & DIR 0.10 0 0 0 JENNIFER P ANDERSON 1621 ROUNDELAY LN WINTER PARK FL 32789 VP, SECRETARY & DIRECTOR 0.50 0 0 0 ASHLEY MARIE DEVITT 1621 ROUNDELAY LN WINTER PARK FL 32789 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 558183 28617 0 586800 0 0 586800 8802 577998 28900 28900 89 89 28811 0 28811 0 28811 89779 0 89779 28811 0 0 33565 92552 95301 48293 10171 279882 89779 0 0 0 28811 60968 0 0 340850 0 0 0 0 0 0 33565 307285 92552 95301 48293 10171 60968 PHILLIP M ANDERSON JR JENNIFER P ANDERSON JENNIFER P ANDERSON 1621 ROUNDELAY LN WINTER PARK FL 32789 4076474366 NO SPECIFIED FORM NONE NONE AGUA VISTA SERVICES 465 S ORLANDO AVE 102 MAITLAND FL 32571 N/A PC TO PROVIDE WATER TO THIRD WORLD COUNTRIES 250 BOYS AND GIRLS CLUB OF CENTRAL FLORIDA 101 EAST COLONIAL DRIVE ORLANDO FL 32801 N/A PC TO SUPPORT ONGOING OPERATION 20000 CANINE ANGELS (K9) 1220 W 23RD ST HOUSTON HOUSTON TX 77008 N/A PC TO SUPPORT GENERAL OPERATION 500 EASTER SEALS 141 W JACKSON BLVD SUITE 1400A CHICAGO IL 60604 N/A PC TO SUPPORT GENERAL OPERATION 3000 HARVARD CLUB OF CENTRAL FLORIDA 5268 BASKIN STREET ORLANDO FL 32789 N/A PC SCHOLARSHIPS 500 HOLOCAUST MEMORIAL RESOURCE & EDUCATION CENTER OF FL 851 N MAITLAND AVENUE MAITLAND FL 32751 N/A PC TO SUPPORT YOUTH PROGRAMS 2000 HUMANE SOCIETY OF SHEBOYGUAN 3209 NORTH 21ST STREET SHEBOYGAN WI 53083 N/A PC TO SUPPORT GENERAL OPERATION 1000 JUNIOR LEAGUE OF GREATER ORLANDO INC PO BOX 530076 ORLANDO FL 32853 N/A PC TO SUPPORT GENERAL OPERATION 250 LEAGUE OF WOMEN VOTERS OF ORANGE COUNTY PO BOX 1901 WINTER PARK FL 32790 N/A PC TO SUPPORT GENERAL OPERATION 25000 MEN OF INTERGRITY 3901 EDGEWATER DR A1010 ORLANDO FL 32804 N/A PC TO SUPPORT GENERAL OPERATION 240 ORLANDO BALLET 600 N LAKE FORMOSA DRIVE ORLANDO FL 32803 N/A PC TO SUPPORT GENERAL OPERATION 1000 PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA 736 CENTRAL AVENUE SARASOTA FL 342364042 N/A PC TO PROTECT WOMEN'S HEALTH AND RIGHTS AND TO EMPOWER MILLIONS OF PEOPLE WORLDWIDE TO MAKE INFORMED HEALTH DECISIONS 22500 POLASEK MUSEUM 633 OSCEOLA AVENUE WINTER PARK FL 32789 N/A PC TO SUPPORT GENERAL OPERATION 2500 ROLLINS COLLEGE 1000 HOLT AVE WINTER PARK FL 32789 N/A PC TO SUPPORT GENERAL OPERATION 250 RUTH'S LIST FLORIDA PO BOX 4558 TAMPA FL 33677 N/A NC TO SUPPORT GENERAL OPERATION 5000 UNITED AGAINST POVERTY 150 W MICHIGAN STREET ORLANDO FL 32806 N/A PC TO SUPPORT GENERAL OPERATION 2500 UNITED ARTS OF CENTRAL FLORIDA 2450 MAITLAND CENTER PKWY MAITLAND FL 32751 N/A PC TO SUPPORT GENERAL OPERATION 2500 WINTER PARK HISTORICAL MUSEUM 200 W ENGLAND AVE WINTER PARK FL 32789 N/A PC TO SUPPORT GENERAL OPERATION 500 WINTER PARK LIBRARY 1052 W MORSE BLVD WINTER PARK FL 32789 N/A PC TO SUPPORT GENERAL OPERATION 1000 WINTER PARK PRIDE PROJECT 941 W MORSE BLVD 100 WINTER PARK FL 32789 N/A PC TO SUPPORT GENERAL OPERATION 250 90740 0 14 119 14 14216 18 -18294 0 -3959 0 -3959 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8078 4039 4039 AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. GUGGENHEIM CORE BOND 56222 47228 PERFORMANCE TRUST STRATEGIC BOND 53687 48402 APPLE INC 7040 9627 AMERICAN CENTURY SMALL CAP VALUE 49324 46278 BLACKROCK EVENT DRIVEN EQUITY INSTL 20770 20961 CALAMOS MARKET NEUTRAL INCOME FUND CL I 18086 17944 CALVERT EQUITY I 27546 30460 CONGRESS SMALL CAP GROWTH I 39048 42387 GOLDMAN SACHS INTL EQUITY INC INSTL 39774 41387 ISHARES S&P 500 CORE 30973 35822 MICROSOFT CORP 5067 7521 NEUBERGER BERMAN LARGE CAP VAL I 36438 33152 PIMCO INCOME 47345 43763 PIMCO INFLATION RESPONSE I 18889 17452 SCHWAB US MID-CAP 30671 36907 VALUE LINE MID CAP FOCUSED I 32107 37151 VICTORY SYCAMORE ESTABLISHED VALUE INST 36666 35628 INVESTMENT MANAGEMENT FEES 3728 3728 0 FOREIGN TAX 77 77 0