2024-03-01T11:00:38-06:00 2023-11-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990PF 2022-12-01 226063106 The Willits Foundation Inc WILL 5616896000 co Holyfield Thomas 125 Butler S West Palm Beach FL 33407 Laura W Evans President 5616896000 2024-02-16 1 Laura Evans XXX-XX-XXXX 1 Julie Petillo CPA P00430735 5616896000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 27821001 X X 609644 609644 505870 2322723 505866 1115514 1115510 120000 48000 72000 736 294 442 13450 5380 8070 40382 3672 5508 139705 137915 1790 314273 195261 87810 1267255 1267255 1581528 195261 1355065 -466014 920249 208263 101542 101542 15680078 15258886 23253677 6007442 6069341 4465782 21895783 21429769 27821001 0 0 X 21895783 21429769 0 0 0 0 21895783 21429769 21895783 21429769 21895783 -466014 0 21429769 0 21429769 UBS-Short Term P 208030 211861 -3831 -3831 UBS-Long Term P 2114689 1581211 533478 533478 UBS-Basis Adjustment P 23781 -23781 -23781 505866 12791 0 12791 0 12791 19720 0 0 0 19720 X 0 6929 6929 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A Holyfield Thomas LLC 5616896000 125 Butler Street West Palm Beach FL 33407 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Laura W Evans 125 Butler Street West Palm Beach FL 33407 Chairman and President 5.00 0 0 0 George T Maloney 125 Butler Street West Palm Beach FL 33407 Vice President 0.00 0 0 0 Christopher W Jones 125 Butler Street West Palm Beach FL 33407 Trustee 2.00 0 0 0 Caroline Jones 125 Butler Street West Palm Beach FL 33407 Trustee 2.00 0 0 0 James A Diack 125 Butler Street West Palm Beach FL 33407 Chief Operating Officer 25.00 120000 0 0 Megan Margiotta 125 Butler Street West Palm Beach FL 33407 Secretary 3.00 0 0 0 NONE 0 NONE 0 0 27279471 182455 0 27461926 0 0 27461926 411929 27049997 1352500 1352500 12791 12791 1339709 0 1339709 0 1339709 1355065 0 1355065 1339709 1262549 0 0 1355065 1262549 0 0 92516 0 0 0 0 0 0 0 0 1247193 0 0 0 X The Lord's Place PO Box 3265 West Palm Beach FL 33402 N/A PC Charitable - Appliances and AEDs 75100 Christ Church Preschool 400 San Juan Drive Ponte Vedra Beach FL 32082 N/A PC Education - Playground 8000 Gill St Bernard's School 25 Saint Bernards Rd Gladstone NJ 07934 N/A PC Education - 5 BWE 2023 Scholarships 125000 Sweet Briar College 134 Chapel Road Sweet Briar VA 24595 N/A PC Education - Willits Ag. Fellowship 100000 Center For Creative Education 425 24th St West Palm Beach FL 33407 N/A PC Education - 10 Foundations School scholarships & Outdoor Learning Space 105000 Cleveland Clinic Foundation 2950 Cleveland Clinic Blvd Weston FL 33331 N/A PC Healthcare - Medical Equipment & Patient Services - Liver Transplants 166000 Barrier Islands Free Medical 3226 Maybank Highway Building C Johns Island SC 29455 N/A PC Healthcare - General support 100000 Children's Specialized Hospital Foundation Inc 150 New Providence Road Mountainside NJ 07092 N/A PC Healthcare - Medical Equipment 50000 Cathedral Arts Project Inc 207 N Laura St Ste 300 Jacksonville FL 32202 N/A PC Education - General and program support 75000 Jupiter Medical Center Foundation 1210 S Old Dixie Hwy Jupiter FL 33458 N/A PC Healthcare - Medical Equipment 100000 Legal Aid Society of Palm Beach County 423 Fern St Ste 200 West Palm Beach FL 33401 N/A PC Education - Advocacy Project 50000 Alfre Inc dba Mrs Wilson's Halfway House 56 Mount Kemble Avenue Morristown NJ 07960 N/A PC Charitable - PTSD & Trauma Training 45000 Boys and Girls Club of Palm Beach 800 Northpoint Parkway Suite 204 West Palm Beach FL 33407 N/A PC Youth Program - 65 Summer Camp Sponsorships 67000 Mary's Home PO Box 958 Stuart FL 34995 N/A PC Charitable - New Roof & Fumigation 65000 Presbyterian Church USA 1 East Oak Street Basking Ridge NJ 07920 N/A PC Religion - Various Renovations 60000 Siena College 515 Loudon Rd Loudonville NY 12211 N/A PC Education - General support 25000 Scholarship America One Scholarship Way St Peter MN 56082 N/A PC Education - 12 Student Scholarships 51155 1267255 0 14 609644 18 505870 0 1115514 0 1115514 0 0 0 0 0 0 0 0 0 0 Accounting fees 13450 5380 8070 UBS Purchased 4 Cost 0 4 UBS Equities 15258886 23253677 UBS - Fixed Income AT COST 6069341 4465782 Legal fees 736 294 442 Investment fees 136721 136721 0 Insurance 2984 1194 1790 Payroll taxes 9180 3672 5508 Federal Taxes 31202 0 0