2026-04-09T19:20:26-04:00 2025-12-31 474368601 RICHARD L SHAPIRO CPA LLC 2598 E SUNRISE BLVD 2104 FORT LAUDERDALE FL 33304 990PF 2025-01-01 650843714 MAKE A DIFFERENCE FOUNDATION INC MAKE 5614822533 3205 ST JAMES DRIVE BOCA RATON FL 33434 ADAM WINTER DIRECTOR 5614822533 2026-04-05 RICHARD L SHAPIRO CPA P00748914 9549808815 2026-04-06 X 2025 2025-03-06 01:10:19Z X 3297832 X 60159 X 25588 10953 25588 45249 45249 45249 186955 1306823 58891 317951 115093 70837 3255 3255 1066 1066 4321 1066 3255 150930 150930 155251 1066 154185 162700 114027 70837 6631 6620 6620 45490 28933 28933 2117921 2315986 2315986 848548 945915 945915 378 378 3018590 3297832 3297832 371 371 0 X 3018219 3297832 3018219 3297832 3018590 3297832 3018219 162700 118535 3299454 1622 3297832 58891 1585 1585 1585 2000 2000 X 37 378 378 false false false false false false true true FL true false false false true true N/A RICHARD L SHAPIRO CPA 9549808815 2598 E SUNRISE BLVD 2104 FORT LAUDERDALE FL 33304 false false false false false false false false false false false false false false false false false false false false STUART GLASSER 710 LINWOOD DRIVEF GREENSBURG PA 15601 DIRECTOR 000.00 0 0 0 SUSAN FIRESTONE 3205 ST JAMES DRIVE BOCA RATON FL 33434 PRESIDENT 000.00 0 0 0 ADAM WINTER 3205 ST JAMES DRIVE BOCA RATON FL 33434 DIRECTOR 000.00 0 0 0 NONE NONE N/A 3114185 43837 378 3158400 3158400 47376 3111024 155551 155551 1585 1585 153966 153966 153966 154185 154185 153966 1098 126958 35926 4450 168432 154185 153966 219 168651 0 1098 167553 126958 35926 4450 219 X SCHWAB CHARITABLE PO BOX 628928 ORLANDO FL 32862 POF DONATION TO DONOR ADVISED FUND 150930 150930 25588 45249 186955 257792 257792 4 DIVIDENDS EARNED ON INVESTMENTS 8 CAPITAL GANS ON THE SALE OF INVESTMENTS 3 INTEREST EARNED ON INVESTMENTS false false false false false false false false false false 1504.126 AMG RIVER ROAD SMALL CAP PURCHASE 2025-02 24488 24869 -381 31.479 AMG RIVER ROAD SMALL CAP PURCHASE 2025-02 512 512 2279.635 AMG RIVER ROAD SMALL CAP PURCHASE 2005-08 37500 34610 2890 908.880 BARON GROWTH TRUST PURCHASE 2025-02 86574 45827 40747 6228.505 FRONTIER MFG CORE INFRASTRU PURCHASE 2025-01 89613 117994 -28381 280.644 HOOD RIVER SMALL CAP GROWTH PURCHASE 2025-08 22105 22200 -95 42.297 HOOD RIVER SMALL CAP GROWTH PURCHASE 2025-08 2895 2895 3233.256 PRIMECAP ODYSSEY GROWTH PURCHASE 2025-08 126797 63738 63059 54.852 PRIMECAP ODYSSEY GROWTH PURCHASE 2025-08 2115 2115 409.366 VIRTUS KAR MOD CAP CORE PURCHASE 2025-08 25000 23868 1132 5777.596 VULCAN VALUE PARTNERS PURCHASE 2025-08 175293 131762 43531 1.834 VULCAN VALUE PARTNERS PURCHASE 2025-08 40 40 35000 COLORADO HSG PURCHASE 2025-11 35000 35000 50000 FHLB PURCHASE 2025-09 50000 50000 65000 FHLB PURCHASE 2025-03 65000 65000 75000 TAMPA BAY WATER PURCHASE 2025-10 75000 75000 85000 US TREASURY PURCHASE 2025-03 85000 85000 85000 US TREASURY PURCHASE 2025-06 85000 85000 105000 US TREASURY PURCHASE 2025-09 105000 105000 105000 US TREASRY PURCHASE 2025-12 105000 105000 50000 GOLDMAN SACHS BANK CD PURCHASE 2025-09 50000 50000 FIXED INCOME SECURITIES 945915 945915 EQUITY FUNDS 1164749 1164749 EXCHANGE TRADED FUNDS 1151237 1151237 PREPAID EXCISE TAXES 378 378 FEDERAL EXCISE TAX 1622 UNREALIZED GAIN ON INVESTMENTS 118535 EXCISE TAX PAYABLE 371 INVESTMENT MANAGEMENT FEES 3255 3255 CHARLES SCHWAB FOREIGN TAX PAID 1066 1066