2025-11-17T10:29:13-08:00 2024-12-31 592142260 CS&L CPAS 1515 RINGLING BLVD SUITE 900 SARASOTA FL 34236 990PF 2024-01-01 383212771 Doll-Loesel Foundation Inc DOLL 9892396920 464 Golden Gate Point 602 Sarasota FL 34236 SUSAN D LOESEL President 2025-11-17 true true Aubrey Lynch P00738856 9419544040 2024 2025-03-06 01:10:19Z X 12483171 X 19132 X 228978 228978 228978 262792 1707875 262792 510902 491770 228978 4100 4100 65894 65894 12579 20000 102573 65894 4100 905112 905112 1007685 65894 909212 -496783 425876 228978 206107 121717 121717 4244087 3832596 10129413 51230 51226 44620 1512708 1512708 2187421 6014132 5518247 12483171 0 X 6014132 5518247 6014132 5518247 6014132 5518247 6014132 -496783 2242 5519591 1344 5518247 Capital Gain Distribution - MS #7118 P 2020-01-01 2024-12-31 33 33 33 MS #7118 - ST Covered P 2024-01-01 2024-12-31 762438 904208 -141770 -141770 MS #7118 - LT Covered P 2020-01-01 2024-12-31 751176 516068 235108 235108 200 Altria Group, Inc. P 2020-01-01 2024-04-16 8159 7088 1071 1071 500 Altria Group, Inc. P 2020-01-01 2024-05-15 22891 17719 5172 5172 Capital Gain Distribution - MS #4557 P 2020-01-01 2024-12-31 163178 163178 163178 262792 -141770 5920 5920 5920 8280 8280 2360 2360 false false false false false false false true true FL true false false false false true N/A George Loesel 9892396920 464 Golden Gate Point 602 Sarasota FL 34236 false false false false false false false false false false false false false false false false false false false false false false GEORGE F LOESEL 464 GOLDEN GATE POINT 602 SARASOTA FL 34236 Treasurer 1.00 0 SUSAN D LOESEL 464 GOLDEN GATE POINT 602 SARASOTA FL 34236 President 1.00 0 SARAH LOESEL 201 SOUTH ELLIOT ROAD APT 44 CHAPEL HILL NC 27514 DIRECTOR 1.00 0 DREW LOESEL 6812 MORAGA LANE VIERA FL 32940 Secretary 1.00 0 NONE NONE 11700071 114718 0 11814789 0 11814789 177222 11637567 581878 581878 5920 5920 575958 575958 575958 909212 909212 575958 134034 245329 88555 482067 15446 965431 909212 0 575958 333254 1298685 0 134034 1164651 245329 88555 482067 15446 333254 X BOYNE DISTRICT LIBRARY 201 E MAIN STREET BOYNE CITY MI 49712 NONE PC GENERAL DONATION 2500 ALL FAITHS FOOD BANK 8171 BLAIKE COURT SARASOTA FL 34240 NONE PC GENERAL DONATION 150000 CROOKED TREE ARTS CENTER 461 E MITCHELL STREET PETOSKEY MI 49770 NONE PC GENERAL DONATION 10000 GOOD NEIGHBORS FOOD PANTRY PO Box 35 BOYNE CITY MI 49712 NONE PC GENERAL DONATION 15000 GORDON FOOD SERVICE PO BOX 1787 GRAND RAPIDS MI 49501 NONE PC GENERAL DONATION 126112 BETHANY HELPING HANDS PO BOX 315 Mohawk MI 49950 NONE PC GENERAL DONATION 40000 Faith Lutheran Church 5443 Sunset Rd New Port Richey FL 34652 NONE PC GENERAL DONATION 15000 HARVEST HOUSE 3650 17th St Sarasota FL 34235 NONE PC GENERAL DONATION 100000 Beth-El Farmworker Ministry Inc 18240 US-301 Wimauma FL 33598 NONE PC GENERAL FUND 50000 Salvation Army Bay City Corps Commu 401 10th St Bay Bay City MI 48708 NONE PC GENERAL FUND 150000 Cornea Research Foundation 9002 N Meridian St Indianapolis IN 46260 NONE PC GENERAL FUND 20000 LIFELINE PRODUCTIONS INC 464 GOLDEN GATE POINT UNIT 302 SARASOTA FL 34236 NONE PC GENERAL FUND 50000 Dan Schmitt Gift of Music Fund 2239 Farmers Block Rd Allouez MI 49805 NONE PC GENERAL FUND 10000 CAMP DAGGETT 03001 CHURCH ROAD Petoskey MI 49770 NONE PC GENERAL FUND 50000 The Father Fred Foundation 826 Hastings St Traverse City MI 49686 NONE PC GENERAL FUND 14000 Friends of CTDL 7900 Maple Street Central Lake MI 49622 NONE PC GENERAL FUND 2500 Senior Friendship Centers 1888 Brother Geenen Way Sarasota FL 34236 NONE PC GENERAL FUND 100000 905112 14 228978 18 262792 491770 491770 false false false false false false false false false false Tax Prep Fee 4100 0 0 4100 CMS Energy Corp 5.625% 51226 44620 Amazon Com Inc 106807 438780 Apple Inc 134904 2003360 Blackrock Inc 181093 512555 Cummins Inc 69531 244020 Duke Energy Corp New 132980 215480 Eaton Corp PLC SHS 78938 497805 Honeywell International Inc 71087 158123 Johnson & Johnson 174250 245854 JP Morgan Chase & Co 203228 719130 Lockheed Martin Corp 15987 97188 Merck & Co Inc New Com 155505 298440 Microsoft Corp 188238 1475250 Nextera Energy Inc 26100 107535 Pepsico Inc NC 161720 243296 VERIZON COMMUNICATIONS (VZ) 104900 99975 Intl Business Machines Corp (IBM) 135583 219830 Marathon Petroleum 37328 139500 APOLLO GLOBAL MANAGEMENT INC (APO) 65701 181676 CONOCOPHILLIPS (COP) 80907 123963 DARDEN RESTAURANTS (DRI) 89852 112014 AMERICAN ELEC PWR CO INC (AEP) 18593 18446 AMERICAN EXPRESS CO (AXP) 61553 118716 DEERE & CO (DE) 71375 84740 ONEOK INC (OKE) 121135 200800 UNILEVER PLC(NEW) ADS (UL) 115927 141750 WILLIAMS CO INC (WMB) 84460 135300 AES Corp (AES) 120007 77220 CitiGroup (C) 98539 140780 L3Harris Technologies (LHX) 61455 63084 iShares 0-3 Month Treasury (SGOV) 268809 268757 LyondelleBasell (LYB) 130082 111405 M&T Bank Corp (MTB) 123670 188010 Alphabet Inc. Cl A (GOOGL) 92328 113580 Gaming & Leisure PPTYS Inc. Com (GLPI) 85141 96320 Pfizer Inc. (PFE) 111978 106120 iShares 0-5 HY Corp 50848 50322 Janus Henderson AAA CLO ETF (JAAA) 50879 50710 Call Options 48822 29579 American Inv Co of Amer F2 AT COST 1309686 1984579 John Hancock Life Insurance AT COST 203022 202842 Stock Basis Adj. 1344 Life Insurance Premiums 20000 NON-DIVIDEND DISTRIBUTIONS 2242 Investment Fees 65894 65894 0 0 Federal Excise Tax 12579