2025-03-14T11:35:39-05:00 2024-12-31 650642041 Mitchell L Stump CPA PA 2243 NW Seagrass Dr Palm City FL 349904807 990PF 2024-01-01 581577718 Daelansa Foundation c/o Sam Michaels DAEL 5618021717 Two North Breakers Row ST 4 Palm Beach FL 33480 Anita J Hamilton Michaels Co-Chairperson/Trustee 5616557722 2025-03-06 1 0 Mitchell L Stump CPA P00105883 5617760452 2024 2025-03-06 01:10:19Z X 556968 X X 13 13 19145 19145 53174 219931 53174 45 45 0 72377 72377 0 10000 0 0 0 3220 3220 0 0 5571 5571 0 0 640 640 0 0 19431 9431 0 0 33100 33100 52531 9431 0 33100 19846 62946 0 28575 23364 23364 107144 38861 50922 314012 407352 482682 449731 469577 556968 0 0 X 349082 349082 3801 3801 96848 116694 449731 469577 449731 469577 449731 19846 0 469577 0 469577 AQR US Defensive 433.729 2023-12-31 2024-02-22 10102 9460 642 642 Air Prod & Chem 1.0 2023-09-05 2024-02-22 229 294 -65 -65 Bank of Am 13.0 2023-12-31 2024-02-22 441 426 15 15 Baxter intl 9.0 2023-12-31 2024-02-22 372 422 -50 -50 Bristol Myers 3.0 2023-12-31 2024-02-22 152 189 -37 -37 CBS Health 2.0 2023-10-26 2024-02-22 154 137 17 17 Chevron Corp 7.0 2023-12-31 2024-02-22 1085 1075 10 10 Choice Hotels 1.0 2023-04-26 2024-02-22 114 125 -11 -11 Corning Inc. 4.0 2023-10-26 2024-02-22 130 108 22 22 Dominion Energy 2.0 2023-07-07 2024-02-22 90 105 -15 -15 Dover Corp 1.0 2023-12-01 2024-02-22 162 143 19 19 Aspen Techonology 1.0 2023-02-27 2024-02-22 179 215 -36 -36 Goldman Sachs 37.503 2023-12-20 2024-02-22 817 724 93 93 Hershey Co 4.0 2023-12-31 2024-02-22 759 808 -49 -49 IShares Russell 21.0 2024-02-22 2024-03-13 3690 3566 124 124 IShares US Small-Cap 38.0 2024-02-22 2024-03-13 2360 2271 89 89 JP Morgan Hedged 4.517 2023-12-20 2024-02-22 133 127 6 6 Kenvue Inc. 28.0 2023-12-31 2024-02-22 535 636 -101 -101 Loomis Sayles Growth 172.241 2024-02-22 2024-03-13 4459 4366 93 93 Lowes Companies 4.0 2023-12-31 2024-03-13 918 869 49 49 Metlife Inc. 2.0 2023-08-04 2024-02-22 138 128 10 10 Microchip Tech 4.0 2023-12-31 2024-02-22 333 349 -16 -16 Morgan Stanley 2.0 2023-12-31 2024-02-22 172 188 -16 -16 Norfolk Southern 2.0 2023-12-31 2024-02-22 753 681 72 72 Northrop Grumman 1.0 2023-07-11 2024-02-22 452 459 -7 -7 PNC Financial 3.0 2023-12-31 2024-02-22 438 403 35 35 Philip Morris 1.0 2023-08-04 2024-02-22 90 97 -7 -7 Prologis Inc. 1.0 2023-04-05 2024-02-22 133 123 10 10 Public Service Ent. 2.0 2023-04-05 2024-02-22 121 126 -5 -5 Rollins Inc. 4.0 2023-09-07 2024-02-22 168 143 25 25 SAIA Inc. 1.0 2023-02-22 2024-02-22 561 275 286 286 Schwab Charles 17.0 2023-12-31 2024-02-22 1103 1073 30 30 Texas Inst. 1.0 2023-11-01 2024-02-22 164 142 22 22 Travelers Cos. 2.0 2023-12-31 2024-02-22 439 351 88 88 Truist Finl 11.0 2023-12-31 2024-02-22 394 412 -18 -18 US Bancorp 12.0 2023-12-31 2024-02-22 500 433 67 67 Union Pacific 4.0 2023-12-31 2024-02-22 1009 971 38 38 UPS 2.0 2023-12-31 2024-02-22 296 314 -18 -18 Wells Fargo 30.0 2023-12-31 2024-02-22 1608 1354 254 254 Zurn Elkay 2.0 2023-12-31 2024-02-22 188 171 17 17 NXP Semiconduct. 1.0 2023-05-25 2024-02-22 240 170 70 70 AQR US Defensive 1774.198 2019-03-12 2024-02-22 41321 36797 4524 4524 Abbott Labs 942.71 2022-01-01 2024-02-22 943 786 157 157 Abbvie Inc. 12.0 2022-01-01 2024-02-22 2107 1520 587 587 Air Prod & Chem 7.0 2022-01-01 2024-02-22 1600 1232 368 368 Alexandria RE 2.0 2022-01-01 2024-02-24 240 227 13 13 AM Express 8.0 2022-01-01 2024-02-24 1717 759 958 958 Cencora Inc. 4.0 2022-01-01 2024-02-24 942 331 611 611 Amgen Inc. 2.0 2020-05-20 2024-02-22 566 456 110 110 Analog Devices 10. 2022-01-01 2024-02-22 1900 555 1345 1345 Ansys Inc. 6.0 2022-01-01 2024-12-31 1967 1525 442 442 Apple Inc. 1.0 2009-11-15 2024-02-22 183 7 176 176 Avalonbay Comm 2.0 2016-06-24 2024-02-22 354 347 7 7 Bank of Am 50.0 2016-07-27 2024-02-22 1698 731 967 967 Becton Dickinson 3.0 2016-06-24 2024-02-22 726 491 235 235 Bentley Sys 6.0 2022-01-15 2024-12-31 310 240 70 70 Berkley WR Corp 2.0 2022-01-27 2024-12-31 172 83 89 89 Best Buy 8.0 2022-01-01 2024-02-22 599 564 35 35 Blackrock Inc. 2.0 2019-06-24 2024-02-22 1622 672 950 950 Bright Horizons 1.0 2022-11-15 2024-02-22 108 76 32 32 Bristol Myers 33.0 2022-01-01 2024-02-22 1667 1686 -19 -19 The Cigna Group 4.0 2022-01-01 2024-02-22 1370 900 470 470 CME Group 6.0 2016-06-24 2024-02-22 1288 583 705 705 CMS Energy 10.0 2016-06-24 2024-02-22 568 415 153 153 CVS Health 8.0 2022-01-01 2024-02-22 615 559 56 56 Capital One 2.0 2016-06-24 2024-02-22 270 126 144 144 Charles River Lab 1.0 2022-11-15 2024-03-13 264 252 12 12 Chemed Corp 1.0 2022-11-15 2024-02-22 591 492 99 99 Chevron Corp 7.0 2022-01-01 2024-02-22 1085 699 386 386 Choice Hotels 1.0 2023-04-26 2024-11-07 144 125 19 19 Coca Cola 17.0 2022-01-01 2024-02-22 1036 788 248 248 Comcast Corp 49.0 2022-01-01 2024-02-22 2032 1646 386 386 Conocophillips 25.0 2022-01-01 2024-02-22 2804 1070 1734 1734 The Cooper Companies 1.0 2022-11-15 2024-02-22 98 79 19 19 Corning Inc. 18.0 2022-11-17 2024-02-22 583 593 -10 -10 Deere & Co 3.0 2022-01-01 2024-02-22 1066 468 598 598 Dolby Labs 20.0 2022-01-01 2024-12-31 1599 1432 167 167 Dominion Energy 12.0 2022-01-01 2024-02-22 541 828 -287 -287 Dover Corp 10.0 2022-01-01 2024-02-22 1622 663 959 959 EOG Resources 13.0 2022-01-01 2024-02-22 1507 667 840 840 Equafax 1.0 2022-11-15 2024-02-22 266 204 62 62 Exponent Inc. 3.0 2022-03-07 2024-12-31 256 289 -33 -33 EXXON 19.0 2022-01-01 2024-12-31 1991 1328 663 663 Gallager Arthur J 4.0 2016-06-24 2024-12-31 968 183 785 785 Genl Dynamics 6.0 2016-06-24 2024-02-22 1627 819 808 808 Goldman Sachs 1841.474 2022-01-01 2024-12-31 40213 33052 7161 7161 Hartford Ins. 9.0 2016-06-24 2024-12-31 839 387 452 452 Henry Jack 1.0 2023-02-23 2024-03-13 173 166 7 7 Home Depot 4.0 2016-06-24 2024-12-31 1461 509 952 952 Interactive Brokers 1.0 2021-01-27 2024-02-22 107 64 43 43 IBM 3.0 2022-01-01 2024-12-31 923 633 290 290 JP Morgan Hedged 96.096 2019-03-12 2024-12-31 2843 1895 948 948 Johnson & Johnson 11.0 2022-01-01 2024-02-22 1745 1366 379 379 LPL Finl Holdings 1.0 2021-03-04 2024-03-13 265 134 131 131 Lennox Intl 2.0 2022-11-15 2024-12-10 1292 548 744 744 Lilly Eli 1.0 2016-06-24 2024-02-22 770 75 695 695 Marsh & McLennan 2.0 2022-01-01 2024-02-22 405 170 235 235 McDonalds 5.0 2022-01-01 2024-02-22 1471 747 724 724 Merck 5.0 2015-09-16 2024-02-22 640 256 384 384 Metlife Inc. 13.0 2016-06-24 2024-02-22 898 468 430 430 Microsoft Corp 4.0 2012-11-26 2024-02-22 1640 109 1531 1531 Mondelez 13.0 2022-01-01 2024-02-22 956 542 414 414 Morgan Stanley 20.0 2022-01-01 2024-02-22 1724 727 997 997 Nextera Energy 20.0 2022-01-01 2024-02-22 1127 668 459 459 Nordson 1.0 2021-01-27 2024-02-22 275 184 91 91 Norfolk Southern 6.0 2022-01-01 2024-02-22 1546 638 908 908 Northrop Grumman 2.0 2022-01-01 2024-02-22 905 585 320 320 PNC Financial 7.0 2016-06-24 2024-02-22 1022 571 451 451 PPG Industries 11.0 2022-01-01 2024-02-22 1575 1160 415 415 Parker Hannifin 2.0 2018-10-29 2024-02-22 1064 294 770 770 Pepsico Inc. 5.0 2016-06-24 2024-02-22 835 515 320 320 Pfizer Inc. 17.0 2022-01-01 2024-02-22 464 603 -139 -139 Philip Morris 18.0 2022-01-01 2024-02-22 1627 1433 194 194 Pool Corp 1.0 2022-11-15 2024-02-22 381 348 33 33 Procter & Gamble 9.0 2022-01-01 2024-02-22 1434 908 526 526 Progressive 5.0 2016-06-24 2024-02-22 951 159 792 792 Prologis Inc. 5.0 2022-01-01 2024-02-22 667 478 189 189 Public Service Ent. 9.0 2022-01-01 2024-02-22 543 471 72 72 RTX Corp 17.0 2022-01-01 2024-12-31 1519 1110 409 409 Republic Services 5.0 2016-06-24 2024-02-22 912 249 663 663 Schwab Charles 12.0 2022-01-01 2024-02-22 779 430 349 349 Scotts Miracle-Gro 1.0 2022-11-15 2024-03-13 66 64 2 2 Siteone Landscape Supply 1.0 2022-11-15 2024-03-13 177 130 47 47 Starbucks 7.0 2022-01-01 2024-02-22 662 473 189 189 Sysco Corp 13.0 2022-01-01 2024-02-22 1038 762 276 276 TJX Cos 15.0 2022-01-01 2024-02-22 1484 737 747 747 Teledyne Tech 1.0 2022-11-15 2024-02-22 433 409 24 24 Teledyne Inc. 7.0 2022-11-15 2024-12-31 833 670 163 163 Texas Inst. 5.0 2016-06-24 2024-02-22 820 305 515 515 Thor Ind. 2.0 2022-11-15 2024-12-31 225 184 41 41 US Bancorp 25.0 2022-01-01 2024-02-22 1042 1008 34 34 UPS 10.0 2022-01-01 2024-02-22 1478 1688 -210 -210 United Health 4.0 2022-01-01 2024-02-22 2085 894 1191 1191 Ventas Inc. 8.0 2022-11-17 2024-02-22 353 342 11 11 Verizon 15.0 2022-11-17 2024-02-22 610 563 47 47 Walmart Inc. 9.0 2022-01-01 2024-02-22 1565 909 656 656 Watson Inc. 1.0 2022-11-15 2024-02-22 385 282 103 103 Wells Fargo 24.0 2022-01-01 2024-02-22 1286 1121 165 165 Xcel Energy 14.0 2022-01-01 2024-02-22 824 634 190 190 Zebra Tech 1.0 2022-11-15 2024-03-13 284 262 22 22 Allegion PLC Foreign 1.0 2022-11-15 2024-02-22 128 113 15 15 Accenturee PLC Ireland 2.0 2015-07-08 2024-02-22 740 195 545 545 Eaton Corp Foreign 6.0 2022-01-01 2024-02-22 1707 469 1238 1238 Metdtronic PLC Foreign 14.0 2022-11-17 2024-02-22 1195 1123 72 72 Seagate Tech Foreign 8.0 2022-11-17 2024-02-22 700 425 275 275 Chubb Ltd 5.0 2016-06-24 2024-02-22 1268 624 644 644 NXP Semiconduct Foreign 6.0 2022-11-17 2024-02-22 1438 997 441 441 53174 875 0 875 0 875 0 0 0 0 0 11 886 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A Anita J Hamilton Michaels 5616557722 425 Worth Avenue 5E Palm Beach FL 33480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Anita J Hamilton Michaels 425 Worth Avenue Palm Beach FL 33408 Chairman Trustee 1.00 0 0 0 Frank T Hamilton 425 Worth Avenue Palm Beach FL 33408 Secretary Trustee 1.00 10000 0 0 NONE 0 NONE 0 Checks written to various charities annually. In 2024, 22 charities received funds. 33100 Investments in UBS Financial Services 72377 72377 523499 26085 0 549584 0 0 549584 8244 541340 27067 27067 875 875 26192 0 26192 0 26192 33100 72377 105477 26192 0 0 15833 20449 54175 36232 31858 158547 105477 0 0 0 26192 79285 0 0 237832 0 0 0 0 0 0 15833 221999 20449 54175 36232 31858 79285 X Alzheimers Drug Discovery 57 West 57th Street New York NY 10019 501(c)(3) Exempt Org Use for their stated purpose. 5000 American Red Cross 1250 Northpoint Pkwy West Palm Beach FL 33407 501(c)(3) Exempt Org Use for their stated purpose. 200 Birthright Isreal Foundation 711 3rd Ave 10th Floor New York NY 10017 501(c)(3) Exempt Org Use for their stated purpose. 1000 Boystown South Florida 1655 Palm Beach Lakes Blvd West Palm Beach FL 33401 501(c)(3) Exempt Org Use for their stated purpose. 500 Feed America 13100 Wortham Center Dr Houston TX 77065 501(c)(3) Exempt Org Use for their stated purpose. 500 Food For The Poor 6401 Lyons Road Coconut Creek FL 33073 501(c)(3) Exempt Org Use for their stated purpose. 500 Friends of the National World War 921 Pennsylvania Avenue Washington DC 20003 501(c)(3) Exempt Org Use for their stated purpose. 1000 Girls Preparatory School 205 Island Avenue Chattanooga TN 37405 501(c)(3) Exempt Org Use for their stated purpose. 1000 Glades Academy Foundation 7368 Building E FL-15 Pahokee FL 33476 501(c)(3) Exempt Org Use for their stated purpose. 1000 Hope For Depression Res Foundation 40 W 57th St 1440 New York NY 10019 501(c)(3) Exempt Org Use for their stated purpose. 10000 Hospice Foundation of Palm Beach 44 Cocoanut Row Palm Beach FL 33480 501(c)(3) Exempt Org Use for their stated purpose. 1000 Hospital Albert Schweitzer PO Box 110091 Pittsburgh PA 15232 501(c)(3) Exempt Org Use for their stated purpose. 1000 Make A Wish Southern FL 4491 S State Road 7 Suite 201 Ft Lauderdale FL 33314 501(c)(3) Exempt Org Use for their stated purpose. 500 Palm Beach Fellowship 139 N County Road 36 Palm Beach FL 33480 501(c)(3) Exempt Org Use for their stated purpose. 1000 Peggy Adams Animal Rescue 3100/3200 N Military Trail West Palm Beach FL 33409 501(c)(3) Exempt Org Use for their stated purpose. 1000 Promise Fund of FL 340 Royal Poinciana Way Palm Beach FL 33480 501(c)(3) Exempt Org Use for their stated purpose. 5000 Salvation Army 2122 Palm Beach Lakes Blvd West Palm Beach FL 33409 501(c)(3) Exempt Org Use for their stated purpose. 500 Smile Train 633 Third Avenue 9th Floor New York NY 10017 501(c)(3) Exempt Org Use for their stated purpose. 200 Special Olympics Florida 2728 Lake Worth Road Lake Worth FL 33461 501(c)(3) Exempt Org Use for their stated purpose. 500 St Jude 2920 Forest Ln 415 Dallas TX 75234 501(c)(3) Exempt Org Use for their stated purpose. 1000 The Soup Kitchen 8655 Boynton Beach Blvd Boynton Beach FL 33472 501(c)(3) Exempt Org Use for their stated purpose. 200 USO PO Box 96860 Washington DC 20077 501(c)(3) Exempt Org Use for their stated purpose. 500 33100 0 14 13 14 19145 14 45 53174 0 19203 53174 72377 1 Providing funds for charity 0 0 0 0 0 0 0 0 0 0 Mitchell L. Stump, CPA, PA 3220 3220 0 0 UBS Equities Common Stocks 38861 50922 UBS Equities Mutual Funds FMV 117291 160630 UBS Fixed Income Corporate Bonds and Notes FMV 97564 99404 UBS Fixed Income Mutual Funds FMV 46754 47085 UBS Non-tradional Mutual Funds AT COST 25390 42443 Closed End Funds AT COST 120353 133120 Other 45 45 Filing fee 20 20 0 0 UBS 4K 01256 Investment Fees 5376 5376 0 0 UBS 4K 01464 Investment Fees 175 175 0 0 Foreign Taxes 157 157 0 0 US Treasury 483 483 0 0