2025-12-10T13:11:56-08:00 2024-12-31 461647413 Phelan Schroeder & Taylor LLC 50 Leanni Way Unit D-3 Palm Coast FL 32137 990PF 2024-01-01 593379072 Hildegard Lash Foundation co B Paul Katz HILD 3864464469 14 Office Park Drive Palm Coast FL 32137 Paul Katz President 3864464469 2025-05-14 true true Robert E Schroeder P00574601 3864452400 2025-12-10 2024 2025-03-06 01:10:19Z X 1603774 X X 515 515 515 35520 35520 35520 38620 11714 0 0 36035 74655 47749 0 0 0 0 3828 3828 3828 61 60 61 0 15 15 15 3904 3903 3904 0 20000 0 23904 3903 3904 0 12131 70752 43845 570256 579941 579941 0 0 12808 12808 12808 776793 817857 1011025 0 0 0 0 0 0 1359857 1410606 1603774 0 0 0 0 0 X 1359857 1410606 1359857 1410606 1359857 1410606 1359857 12131 38618 1410606 1410606 Palo Alto Networks 21 P 2023-08-04 2024-01-23 7205 0 4541 2664 0 0 0 2664 United Health Group Inc 5 P 2023-04-04 2024-01-25 2431 0 2468 -37 0 0 0 -37 Five Below 43 P 2022-02-24 2024-01-08 8362 0 6587 1775 0 0 0 1775 United Health Group Inc 22 P 2022-02-24 2024-01-25 10697 0 9895 802 0 0 0 802 Air Prod & Chemicals 25 P 2024-01-01 2024-02-05 5451 0 6759 -1308 0 0 0 -1308 Palo Alto Networks 8 P 2023-08-04 2024-02-26 2462 0 1730 732 0 0 0 732 Air Prod & Chemicals 8 P 2022-02-24 2024-02-05 1744 0 1850 -106 0 0 0 -106 Pal Alto Networks 7 P 2023-02-23 2024-02-26 2154 0 1286 868 0 0 0 868 Netflix Inc 12 P 2023-08-18 2024-03-20 7520 0 4834 2686 0 0 0 2686 Chipotle Mexican Gr 3 P 2022-02-24 2024-03-20 8714 0 4274 4440 0 0 0 4440 Nike, Inc. 56 P 2023-12-14 2024-03-27 5194 0 6843 -1649 0 0 0 -1649 Netflix, Inc. 13 P 2023-09-28 2024-04-16 8072 0 4918 3154 0 0 0 3154 Nike, Inc. 3 P 2022-05-05 2024-03-27 278 0 357 -79 0 0 0 -79 Air Prod & Chemicals 32 P 2022-02-24 2024-04-16 7347 0 7401 -54 0 0 0 -54 Netflix, Inc. 2 P 2023-09-28 2024-05-21 1293 0 757 536 0 0 0 536 Chipotle Mexican Grl 3 P 2022-02-24 2024-05-03 9469 0 4274 5195 0 0 0 5195 Church & Dwight Co Inc. 68 P 2022-09-08 2024-05-07 7244 0 5487 1757 0 0 0 1757 Netflix, Inc. 7 P 2022-02-24 2024-05-21 4526 0 2589 1937 0 0 0 1937 Church & Dwight Co Inc. 42 P 2023-01-01 2024-05-28 4425 0 3361 1064 0 0 0 1064 Nvidia Corp 10 P 2023-09-14 2024-05-31 10913 0 4564 6349 0 0 0 6349 Dollar Tree Inc. 59 P 2024-01-01 2024-06-10 6485 0 8258 -1773 0 0 0 -1773 Nvidia Corp 110 P 2023-08-25 2024-06-12 13853 0 4995 8858 0 0 0 8858 Five Below Inc. 48 P 2022-02-24 2024-06-10 5508 0 7352 -1844 0 0 0 -1844 Nvidia Corp 17 P 2023-05-25 2024-06-12 2141 0 666 1475 0 0 0 1475 Five Below 46 P 2024-05-07 2024-07-17 3696 0 6712 -3016 0 0 0 -3016 Nike, Inc. 59 P 2022-01-01 2024-07-01 4427 0 5923 -1496 0 0 0 -1496 Microsoft Corp 13 P 2022-02-24 2024-07-09 6020 0 3660 2360 0 0 0 2360 Five Below 4 P 2022-02-24 2024-07-17 321 0 613 -292 0 0 0 -292 Monster Beverage Corp 108 P 2024-05-28 2024-08-09 4922 0 5637 -715 0 0 0 -715 Edwards Lifesciences 123 P 2022-01-01 2024-08-09 7904 0 11823 -3919 0 0 0 -3919 Monster Beverage Corp 60 P 2022-02-24 2024-08-09 2734 0 2304 430 0 0 0 430 Dollar Tree Inc 93 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la Mer Unit 403 Palm Coast FL 32137 Director 1.00 0 0 0 Alan Messer 172 Island Estates Parkway Palm Coast FL 32137 Director 1.00 0 0 0 Seth E Lipner 1785 215th Street Apt 16C Bayside NY 11360 Director 1.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 983 983 0 0 0 0 0 152032 206000 299500 0 133500 791032 0 0 791032 0 0 0 0 152032 639000 206000 299500 0 133500 0 None None X The Blue Card 171 Madison Avenue New York NY 10016 501(c)3 Program to providefinancial assistanceto Holocaust survivors-TERS Program 0 Florida School for the Deaf & Blind 207 North San Marco Avenue St Augustine FL 32084 501(c)3 Read for pleasurethrough essentiallibrary programs. 20000 Friends of Yemin Orde 12250 Wilkins Avenue Rockville MD 20852 501(c)3 Music Educationprogram for at riskyouth in Isreal 0 American Jewish Joint Distribution Committee 220 E 42nd St New York NY 10017 501(c)3 Ukraine Relief 0 Flagler Free Clinic 700 East Moody Blvd Bunnell FL 32110 501(c)3 Provide quality medicalcare to the uninsured 0 Advent Flagler Foundation 60 Memorial Medical Pkwy Palm Coast FL 32164 501(c)3 Hospital building 0 Kids Rock the Nation 4845 Belle Terre Pkwy Palm Coast FL 32164 501(c)3 promotes self esteem through music. 0 American Red Cross PO Box 37839 Boone IA 50037 501(c)3 Program that preventsand alleviates humansuffering facing emergencies 0 Habitat for Humanity 322 West Lamar Street Aericus GA 31709 501(c)3 Program that helpsbuild or improveshousing. 0 Impact Isreal Inc 200 Highland Avenue Suite 301 Neehdam MA 02494 501(c)3 Provides a home, asafe haven and educationto at-risk immigrant children 0 20000 0 14 515 14 35520 36035 36035 false false false false false false false false false false Phelan, Schroeder & Taylor, LLC Tax Preparation 0 0 0 Morgan Stanley/Corporate Stock 127964 109560 Cohen & Steers Realty Shares 101916 138652 Charles Schwab/Corporate Stock a/c#8983 587977 762813 Bank Charges 15 15 15 Net Capital Gain 38618 Morgan Stanley Fund Advisory 0 0 0 Charles Schwab Fund Advisory 3828 3828 3828 FL Dept of State 61 60 61