2025-01-31T12:08:13-05:00 2024-07-31 811964047 JOHN L MINTON CPA 7316 COMMERCIAL CIR FORT PIERCE FL 34951 990PF 2023-08-01 650859785 BRENDA K & VERNON D SMITH FAMILY FOUNDATION INC BREN 7724674329 12030 NE 224TH STREET OKEECHOBEE FL 34972 VERNON D SMITH DIRECTOR 7724674329 2024-12-09 true false JOHN L MINTON P01388133 7724613815 2025-01-31 X 2023 2025-03-06 01:10:19Z X 215230 X X 242 242 7284 7284 19353 589819 19353 1000 1000 27879 27879 3200 3200 1978 1978 51 51 5229 5229 0 51000 51000 56229 5229 51000 -28350 22650 27728 37234 37234 242706 208457 177116 4487 880 880 274921 246571 215230 0 X 274921 246571 274921 246571 274921 246571 274921 -28350 246571 246571 SEE ATTACHED SCHEDULE P 589819 570466 19353 19353 19353 315 315 315 900 900 585 585 false false false false false false false true true FL true false false false false true N/A VERNON D SMITH 7724674329 12030 NE 224TH STREET OKEECHOBEE FL 34972 false false false false false false false false false false false false false false false false false false false false VERNON D SMITH 12030 NE 224TH STREET OKEECHOBEE FL 34972 DIRECTOR 000.00 0 0 0 BRENDA K SMITH 12030 NE 224TH STREET OKEECHOBEE FL 34972 DIRECTOR 000.00 0 0 0 CHRISTOPHER D SMITH 5057 TURNPIKE FEEDER ROAD FORT PIERCE FL 34951 DIRECTOR 000.00 0 0 0 KATHY PETRONE 5823 BOWEN DANIEL DRIVE UNIT 1205 TAMPA FL 33616 DIRECTOR 000.00 0 0 0 KAREN ESPLING 111 HIGHVIEW DRIVE COCOA FL 32922 DIRECTOR 000.00 0 0 0 NONE NONE INDIAN RIVER STATE COLLEGE FOUNDATION FSU COLLEGE OF MEDICINE BUILDING 35000 MAYO CLINIC DEPT. OF DEVELOPEMENT 10000 COUNCIL ON AGING OF ST. LUCIE INC. 2500 VAN WEST COUNTY HUMANE SOCIETY 2500 N/A 185555 56384 0 241939 241939 3629 238310 11916 11916 315 315 11601 11601 11601 51000 51000 11601 26725 28874 27614 31610 34176 148999 51000 11601 39399 188398 0 26725 161673 28874 27614 31610 34176 39399 X COUNCIL ON AGING ST LUCIE INC 2501 SW BAYSHORE BLVD PORT ST LUCIE FL 34984 N/A 501C3 CONTRIBUTION 2500 INDIAN RIVER STATE COLLEGE FOUNDATI 3209 VIRGINIA AVENUE FORT PIERCE FL 349815596 N/A 501C3 FSU COLLEGE OF MEDICINE BUILDING 35000 MAYO CLINIC PO BOX 450 ALBERT LEA MN 56007 N/A 501C3 1 MILLION CHALLENGE 10000 TREASURE COAST NIGHT TO SHINE GENESIS COMMUNITY CHURCH 6977 HANCOCK DRIVE PORT SAINT LUCIE FL 34982 N/A 501C3 CONTRIBUTION 1000 VAN WEST CO HUMANE SOCIETY 550 FOX ROAD VAN WEST OH 45891 501C3 CONTRIBUTION 2500 51000 242 7284 19353 CHARLES SCHWAB REBATE 1000 27879 27879 false false false false false false false false false false JOHN MINTON, CPA 990PF PREP 3200 3200 APA CORP - 1,290 SHARES PURCHASE 2024-03 42597 43297 -700 APA CORP - 335 SHARES PURCHASE 2024-07 10368 9959 409 BANK OF AMERICA CORP - 1,000 SHARES PURCHASE 2023-08 29525 27880 1645 CRACKER BARREL - 6 SHARES PURCHASE 2023-08 550 544 6 CRACKER BARREL - 85 SHARES PURCHASE 2023-10 5820 6350 -530 CRACKER BARREL - 155 SHARES PURCHASE 2023-11 11878 10043 1835 CHEWY INC. - 355 SHARES PURCHASE 2023-10 6365 8540 -2175 COTERRA ENERGY INC. - 600 SHARES PURCHASE 2023-09 16092 15495 597 COTERRA ENERGY INC. - 1,060 SHARES PURCHASE 2024-04 29060 25947 3113 CHEVRON CORP. - 92 SHARES PURCHASE 2023-10 14801 14313 488 CHEVRON CORP. - 23 SHARES PURCHASE 2024-04 3576 3673 -97 SINCLAIR CORP. - 200 SHARES PURCHASE 2023-08 11101 7802 3299 WALT DISNEY CO - 56 SHARES PURCHASE 2023-08 4715 4972 -257 WALT DISNEY CO - 80 SHARES PURCHASE 2023-10 6476 6528 -52 DEVON ENERGY CORP. - 245 SHARES PURCHASE 2024-04 12843 10474 2369 EOG RESOURCES INC. - 90 SHARES PURCHASE 2024-04 11928 10412 1516 ICAHN ENTERPRISES - 180 SHARES PURCHASE 2023-08 4199 4185 14 THE MOSAIC CO - 315 SHARES PURCHASE 2023-11 11353 10045 1308 MARATHON OIL CORP. - 1,056 SHARES PURCHASE 2023-09 27400 24589 2811 MARATHON OIL CORP. - 714 SHARES PURCHASE 2024-04 20360 16774 3586 NEXTERA ENERGY INC. - 20 SHARES PURCHASE 2023-10 1102 1379 -277 OCCIDENTAL PETROL CO - 372 SHARES PURCHASE 2023-08 23045 22634 411 OCCIDENTAL PETROL CO - 483 SHARES PURCHASE 2024-04 32593 27593 5000 PETROLEO BRASILEIRO ADR - 62 SHARES PURCHASE 2024-04 940 643 297 PETROLEO BRASILEIRO ADR - 1,750 SHAR PURCHASE 2024-07 25427 24946 481 INVSC AEROSPACE DEFEN - 50 SHARES PURCHASE 2024-07 5189 5192 -3 SHELL PLC ADR - 40 SHARES PURCHASE 2023-08 2389 2395 -6 SHELL PLC ADR - 175 SHARES PURCHASE 2024-05 12392 11118 1274 SCOTTS MIRACLE GRO - 45 SHARES PURCHASE 2023-10 2256 2237 19 SOUTHWESTERN ENERGY - 1,264 SHARES PURCHASE 2024-04 9229 6116 3113 TEVA PHARMACEUTICAL ADR - 292 SHARES PURCHASE 2023-08 2418 2212 206 TEVA PHARMACEUTICAL ADR - 73 SHARES PURCHASE 2023-08 700 553 147 UBS GROUP AG - 222 SHARES PURCHASE 2023-09 5370 15701 -10331 VANGUARD SHORT TERM - 670 SHARES PURCHASE 2024-05 35787 35762 25 VANGUARD SHORT TERM - 640 SHARES PURCHASE 2024-06 37100 36915 185 VERIZON COMMUNICATION - 135 SHARES PURCHASE 2023-10 4147 4480 -333 WALGREENS BOOTS ALLI - 213 SHARES PURCHASE 2023-08 5867 6265 -398 WALGREENS BOOTS ALLI - 450 SHARES PURCHASE 2023-10 10094 10748 -654 ZIONS BANCORP NA - 250 SHARES PURCHASE 2023-08 8758 8122 636 VANGUARD SHORT TERM - 1,150 SHARES PURCHASE 2024-07 84009 83633 376 CHEVRON CORP. - 115 SHARES RECONNAISSANCE ENERGY - 20,000 SH 49490 15360 OCCIDENTAL PETROL - 465 SHARES PETROLEO BRASILEIRO - 62 SHARES COTERRA ENERGY INC. - 750 SHARES BANK OF AMERICA CORP. - 1,000 SHARES APA CORP. - 643 SHARES CRACKER BARREL 6 SHARES C3 AI INC. - 40 SHARES HF SINCLAIR CORP. - 200 SHARES SHELL PLL - 50 SHARES MARATHON OIL - 1,320 SHARES SOUTHWESTERN ENERGY - 1,264 SHARES TEVA PHARMACEUTICAL - 365 SHARES UBS GROUP - 1,175 SHARES 32693 35462 WALGREENS BOOTS - 43 SHARES WALT DISNEY - 6 SHARES ZIONS BANCORP - 250 SHARES INVESCO NASDAQ 100 ETF - 130 SHARES 26608 25189 ALPHABET INC. - 75 SHARES 9598 12865 C3 A1 INC. - 370 SHARES 9404 8293 INTEL INC. - 325 SHARES 9997 9991 PALANTIR TECH - 660 SHARES 10087 17747 PERION NETWORK - 255 SHARES 8652 2236 VALE SA - 7,250 SHAARES 24964 24413 VANGUARD INFO TECH - 45 SHARES 26964 25560 TAX CERTIFICATES (FLORIDA) AT COST 880 880 EXPENSES INVESTMENT FEES 51 51 CHARLES SCHWAB REBATE 1000 1000 ANNUAL FILING FEE 61 61 INVESTMENT INCOME TAX 1787 1787 MISC. TAXES 130 130