2026-03-03T16:56:02-05:00 2025-12-31 454366881 STRATEGIC TAX SOLUTIONS 5255 N FEDERAL HWY STE 204 BOCA RATON FL 33487 990PF 2025-01-01 656317648 EDWARD W SMITH JR FOUNDATION EDWA 9546092000 320 SOUTHEAST COURANCE DR PORT ST LUCIE FL 34964 MARLIN R LEE CO-TRUSTEE 2026-03-03 ERIC J COHEN P01245165 5619480706 2026-03-03 2025 2025-03-06 01:10:19Z X 2603333 X X 10 10 10 45118 45118 45118 347315 1570843 347315 21804 392443 392443 66932 75000 2000 2000 18722 18722 305 305 78 78 96105 21105 0 130000 130000 226105 21105 130000 166338 371338 66932 29885 27082 27082 196194 253155 253155 1742712 1837319 2323096 1968791 2117556 2603333 0 X 1968791 2117556 1968791 2117556 1968791 2117556 1968791 166338 2135129 17573 2117556 CHARLES SCHWAB 0174 P 2025-01-01 2025-12-31 377253 355449 21804 21804 CHARLES SCHWAB 0174 P 2023-02-07 2025-12-31 1193590 868079 325511 325511 347315 21804 5162 5162 5162 X 13 5175 false false false false false false false true true true false false false false true NA MARLIN LEE JR 9546092000 320 SOUTHEAST COURANCE DR PORT ST LUCIE FL 34964 false false false false false false false false false false false false false false false false false false false false JACK J APPEL 200 E PALMETTO PARK ROAD BOCA RATON FL 33432 CO-TRUSTEE 000.00 20000 0 0 JOHN E CARTER 1906 LAUREL LANE WEST PALM BEACH FL 33406 CO-TRUSTEE 000.00 20000 0 0 MARLIN R LEE 320 SOUTHEAST COURANCES DR PORT ST LUCIE FL 34984 CO-TRUSTEE 000.00 35000 0 0 NONE NONE N/A 2520874 28483 0 2549357 2549357 38240 2511117 125556 125556 5162 5162 120394 120394 120394 130000 130000 120394 114900 130000 114900 15100 105294 MARLIN R LEE JR 320 SOUTHEAST COURANCE DR PORT ST LUCIE FL 34964 9546092000 CHARITABLE PURPOSE; COPY OF IRS EXEMPTION LETTER; SPECIFIC REQUEST JULY 1ST OF EACH YEAR ORGANIZATION EXEMPT UNDER FEDERAL SECTION 501(C)(3), WITH PREFERENCE TO CHARITIES LOCATED IN BROWARD COUNTY, FL 4KIDS OF SOUTH FLORIDA 2717 W CYPRESS CREEK RD FT LAUDERDALE FL 33309 NONE PC UNRESTRICTED USE BY CHARITY 10000 BASCOM PALMER EYE INSTITUTE PO BOX 016880 MIAMI FL 331019827 NONE PC UNRESTRICTED USE BY CHARITY 5000 BREAST CANCER RESEARCH FDN 28 WEST 44TH STREET SUIT NEW YORK NY 10036 NONE PC UNRESTRICTED USE BY CHARITY 5000 CURE PSP FOUNDATION 1216 BROADWAY NEW YORK NY 10001 NONE PC UNRESTRICTED USE BY CHARITY 5000 GATEWAY COMMUNITY OUTREACH 291 SE 1ST TERRACE DEERFIELD BEACH FL 33441 NONE PC UNRESTRICTED USE BY CHARITY 20000 GRACE WAY VILLAGE 1780 HARTMAN ROAD FORT PIERCE FL 34947 NONE PC UNRESTRICTED USE BY CHARITY 5000 HOPE SOUTH FLORIDA 1100 N ANDREWS AVE FT LAUDERDALE FL 33311 NONE PC UNRESTRICTED USE BY CHARITY 5000 HOUSE OF HOPE 2484 SE BONITA STREET STUART FL 34997 NONE PC UNRESTRICTED USE BY CHARITY 10000 HOUSE OF HOPE 2484 SE BONITA STREET STUART FL 349975004 NONE PC UNRESTRICTED USE BY CHARITY 5000 LIFE NET 4 FAMILIES 1 NW 33RD TERRACE FT LAUDERDALE FL 33311 NONE PC UNRESTRICTED USE BY CHARITY 25000 MACULAR DEGENARATION ASSOCIATION 5759 CATTLERIDGE BLVD SARASOTA FL 34232 NONE PC UNRESTRICTED USE BY CHARITY 5000 MIAMI PROJECT TO CURE PARALYSIS 1095 NW 14TH TERRACE 48 MIAMI FL 33136 NONE PC UNRESTRICTED USE BY CHARITY 5000 MUSTARD SEED MINISTRIES PO BOX 3612 FORT PIERCE FL 34948 NONE PC UNRESTRICTED USE BY CHARITY 5000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC UNRESTRICTED USE BY CHARITY 5000 TREASURE COAST FOOD BANK 401 ANGLE ROAD FORT PIERCE FL 34947 NONE PC UNRESTRICTED USE BY CHARITY 5000 WOUNDED WARIOR PROJECT PO BOX 7585 16 TOPEKA KS 666758516 NONE PC UNRESTRICTED USE BY CHARITY 5000 IMPACT MELANOMA 490 VIRGINIA ROAD SUITE CONCORD MA 01742 NONE PC UNRESTRICTED USE BY CHARITY 5000 130000 14 10 14 45118 18 347315 392443 392443 false false false false false false false false false false INDIRECT ACCOUNTING FEES 2000 2000 CORPORATE STOCKS 1837319 2323096 WITHDRAWAL 10000 REINVESTED SHARE PURCHASES 7573 EXPENSES SOFTWARE 78 78 ADVISORY FEES SCHWAB 0174 18722 18722 SCHWAB 0174 FOREIGN TAXES 305 305