2024-05-07T08:38:45-07:00 2023-12-31 592848736 Brimmer Burek & Keelan LLP 5601 Mariner Street Suite 200 Tampa FL 33609 990PF 2023-01-01 596773462 Frank E Duckwall Foundation FRAN 8136344172 PO Box 3351 Tampa FL 33601 Frank J Rief III Trustee 2024-05-07 true Frank J Rief III 999009999 true Susan Evans P00632465 8132823400 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 7808823 X X 20446 20446 181727 181727 229051 1379530 229051 431224 431224 48000 24000 24000 122 7375 48271 48271 172 172 15824 15824 119764 72271 39996 378295 378295 498059 72271 418291 -66835 358953 347832 133150 133150 4892778 4454360 5648533 1515434 2102817 2022640 4500 4500 4500 6760544 6694827 7808823 1966 1966 X 6760544 6692861 6760544 6692861 6760544 6694827 6760544 -66835 6693709 848 6692861 600 Shs Aflac Inc P 2020-12-02 2023-10-12 47993 27133 20860 20860 220 Shs Abbvie Inc P 2021-10-18 2023-10-12 32581 23730 8851 8851 100 Shs Amgen Inc P 2022-04-13 2023-10-12 28390 25286 3104 3104 474 Shs Bank of New York Mellon Corp P 2021-03-03 2023-12-04 23120 21336 1784 1784 450 Shs Chevron Corp P 2020-02-25 2023-10-12 73351 45957 27394 27394 500 Shs Cisco Systems Inc P 2020-07-20 2023-10-12 27003 23374 3629 3629 982 Shs ConocoPhillips P 2021-07-14 2023-12-31 117650 57744 59906 59906 725 Shs Digital Realty Trust Inc P 2022-04-13 2023-09-12 95360 106585 -11225 -11225 108 Shs Duke Energy Corp P 2021-02-10 2023-12-04 10020 10087 -67 -67 125 Shs General Dynamics Corp P 2020-05-13 2023-10-12 29848 16355 13493 13493 50,000 Shs Goldman Sachs Group Inc P 2021-06-14 2023-12-05 48143 49882 -1739 -1739 40 Shs Home Depot Inc P 2018-03-28 2023-10-12 11901 7074 4827 4827 50,000 Shs IBM Corp P 2019-10-16 2023-12-05 49410 50179 -769 -769 355 Shs JPMorgan Chase & Co P 2018-02-26 2023-10-12 51929 41992 9937 9937 200 Shs Johnson & Johnson P 2019-01-14 2023-10-12 31177 25666 5511 5511 168 Shs McDonald's Corp P 2018-05-08 2023-12-31 48381 27679 20702 20702 350 Shs Merck & Co Inc. P 2018-06-05 2023-10-12 36225 20537 15688 15688 232 Shs Microsoft Corp P 2013-08-06 2023-12-31 81532 7302 74230 74230 50,000 Shs Oracle Corp P 2019-05-29 2023-12-05 49093 50178 -1085 -1085 193 Shs Paychex Inc P 2001-01-01 2023-12-04 23835 5390 18445 18445 175 Shs PepsiCo Inc P 2001-01-01 2023-10-12 28448 8751 19697 19697 168 Shs Procter & Gamble Co P 2020-04-13 2023-12-04 25562 19270 6292 6292 351 Shs Realty Income Corp P 2020-04-13 2023-12-04 19467 17653 1814 1814 750 Shs JM Smucker Co P 2001-01-01 2023-12-04 84190 89009 -4819 -4819 450 Shs Target Corp P 2022-04-13 2023-12-04 60525 105284 -44759 -44759 80 Shs Texas Instruments Inc P 2020-06-03 2023-06-28 14024 10187 3837 3837 950 Shs 3M Co P 2001-01-01 2023-02-08 110132 171462 -61330 -61330 25,000 Shs Toyota Motor Credit Corp P 2021-06-02 2023-12-05 24218 25310 -1092 -1092 100 Shs Union Pacific Corp P 2019-02-13 2023-10-12 20993 16844 4149 4149 50 Shs UnitedHealth Group Inc P 2020-12-02 2023-10-12 26216 17425 8791 8791 200 Shs Waste Management Inc P 2018-07-17 2023-10-12 31393 16742 14651 14651 50 Shs Accenture Plc - Cl A P 2020-05-13 2023-10-12 15582 9076 6506 6506 Capital Gain Dividends P 2023-01-01 2023-12-31 1446 1446 1446 Capital Gain Dividends Section 1250 P 2023-01-01 2023-12-31 392 392 392 229051 4989 4989 4989 4301 4301 688 0 false false false false false false false true true FL true false false false false true N/A Sandra Tolle 8136344172 2914 Ponderosa Trail Wimauma FL 335987519 false false false false false false false false false false false false false false false false false false false false false false Frank J Rief III 2611 Bayshore Blvd 907 Tampa FL 336297433 Trustee 1.00 20000 G Lowe Morrison 1807 Moccasin Hollow Road Sarasota FL 34240 Trustee 1.00 20000 Sandra E Tolle 2914 Ponderosa Trail Wimauma FL 33598 Trustee 1.00 8000 NONE NONE 7341084 279724 0 7620808 0 7620808 114312 7506496 375325 375325 4989 4989 370336 370336 370336 418291 418291 370336 67357 27074 68196 26092 33275 221994 418291 0 370336 47955 269949 0 67357 202592 27074 68196 26092 33275 47955 Sandra Tolle PO Box 3351 Tampa FL 336013351 8136344172 Application explaining need and intended use None Charitable, Medical, Cultural, Educational, Literacy & Scientific Purposes in the Tampa Bay, Florida area The Chiselers Inc PO Box 18633 Tampa FL 33679 N/A Pub Char Funding to support the Chiselers Minaret Market Mixer to be held on March 10th, 2023. 2280 H Lee Moffitt Cancer Center 12902 Magnolia Drive Tampa FL 33612 N/A Pub Char Funding for the SPARK Program. 25000 Tampa Bay Watch 3000 Pinellas Bayway South Tierra Verde FL 33715 N/A Pub char Funding for the Ed Alber Tarpon Rodeo to be held June 16th & 17th, 2023. 5000 St Josephs Hospitals Foundation 2700 W Dr MLK Jr Blvd Ste 310 Tampa FL 33607 N/A Pub Char Sponsorship of Golf Classic. 3960 Society of St Andrew PO Box 536842 Orlando FL 32853 N/A Pub Char Funding to be used to distribute fresh fruits and vegetables to people in need. 5000 University of Tampa 401 W Kennedy Blvd Box H Tampa FL 33606 N/A Pub char Funding for the James M. Kelly Memorial Endowed Scholarship Fund. 10000 Tampa Bay Watch 3000 Pinellas Bayway South Tierra Verde FL 33715 N/A Pub Char Funding to enhance security and safety improvements to the buildings and grounds. 8400 Eckerd College 4200 54th Avenue South St Petersburg FL 33711 N/A Pub Char Funding for two new construction projects designed to enhance athletics and recreation on the water's edge campus. 20000 Marie Selby Botanical Gardens 1534 Mound St Sarasota FL 34236 N/A Pub Char First Installment for finish line capping challenge grant. 50000 The Dali Museum One Dali Blvd St Petersburg FL 33701 N/A Pub Char Challenge grant. 50000 Florida Museum of Photographic Arts 630 E 7th Avenue Tampa FL 33605 N/A Pub Char Funding for general use. 5000 Community Foundation of Tampa Bay Inc 4300 Cypress Street Ste 700 Tampa FL 33607 N/A Pub Char Funding for the Solutions Journalism Fund to be used for stories on philanthropy in the Tampa Bay area. 12000 Chapters Health System 12470 Telecom Drive Ste 300 Temple Terrace FL 33637 N/A Pub Char Funding for Lifepath Hospice care in Hillsborough County. 3000 Mote Marine Laboratory 1600 Ken Thompson Parkway Sarasota FL 34236 N/A Pub Char Third installment for challenge grant. 50000 The Poynter Institute 801 Third Street South St Petersburg FL 33701 N/A Pub Char Funding for sponsorship of the Bowtie Ball. 15000 National Society of The Colonial Dames 3006 West Hawthorne Rd Tampa FL 33611 N/A Pub Char Funding to be used for the Frederick Douglass reenactor at the Tampa Theatre. 4000 Education Foundation of Sarasota Co 1960 Landings Blvd Ste 120 Sarasota FL 34231 N/A Pub Char Funding to be used to purchase furniture and paint for the Student Success Center at Sarasota Military Academy. 5000 The Helen Gordon Davis Centre for W 305 S Hyde Park Avenue Tampa FL 33606 N/A Pub Char Funding to be used to purchase materials to replace the decking on the front porch. 5000 Tampa Bay Wave 501 E Kennedy Blvd Suite 650 Tampa FL 33602 N/A Pub Char Funding to be used to purchase additional security features, glass white boards, broken monitor, pull up video screen, and sound deadening panels. 3800 Tampa Regional Artists 705 W Swann Avenue Tampa FL 33606 N/A Pub Char Funding to be used for the Dream Walls Mural project. 2500 University of South Florida Foundat 4202 E Fowler Avenue ALC 100 Tampa FL 33620 N/A Pub Char Funding to be used to digitize the George Skip Gandy Collection at USF and to assist with pre-construction expenses for the School of Music's Digital Production Studio at the College of the Arts. 8050 Hyde Park United Methodist Church 1001 N Florida Avenue Tampa FL 33602 N/A Pub Char Funding to purchase furniture and office equipment for the remodeling of The Portico. 10000 Art Center Manatee 209 9th Street W Bradenton FL 34205 N/A Pub Char Third installment for challenge grant. 20000 Henry B Plant Museum 401 West Kennedy Blvd Tampa FL 33606 N/A Pub Char Funding to be used for the upcoming exhibit "Captain's Log: Voyages in the Age of Steam" to be helf September 8th through December 23, 2023. 3000 Gasparilla Music Foundation Inc Post Office Box 172986 Tampa FL 33672 N/A Pub Char Funding to be used for capital expenditures to increase the efficiency and reach of the Recycled Tunes program. 5000 Take Stock in Children of Sarasota PO Box 48186 Sarasota FL 34230 N/A Pub Char Funding to purchase laptop computers for 20 students. 10000 A Kids Place of Tampa Bay Inc 1715 Lithia Pinecrest Road Brandon FL 33511 N/A Pub Char Funding to purchase security equipment. 7500 Cafe Con Tampa Inc 2905 Bayshore Blvd Ste 200 Tampa FL 33629 N/A Pub Char Funding to purchase audio equipment. 1305 Friends of Tampa Union Station 1317 Edgewater Drive PMB 3549 Orlando FL 32804 N/A Pub Char Funding to be used for creating an exhibit on historic Union Station. 7500 Hermitage Artist Retreat 6630 Manasota Key Road Englewood FL 34223 N/A Pub Char Funds to be used to create an outdoor kitchen. 10000 Tampa Realistic Artists 705 W Swann Avenue Tampa FL 33606 N/A Pub Char Sponsorship for the Doodads Repurposed Sculpture Competition. 2000 The Zimmerman School at USF 4202 E Fowler Avenue Tampa FL 33620 N/A Pub Char Funding to be used to purchase two 16 inch MacBook Pros and 10 external hard drives. 9000 378295 14 20446 14 181727 18 229051 431224 431224 false false false false false false false false false false Accounting Fees 7375 0 0 0 Blackrock Inc Mtn Dtd 51783 44724 Bank of America Corp FR DTD 50364 48675 International Business Machines 104167 107219 Microsoft Corp Nt Dtd 12/06/2013 52163 48804 Ralph Lauren Corp Dtd 08/09/2018 50753 48962 Unilever Capital Corporation Dtd 104509 97805 United Parcel Service Dtd 51250 47915 Wells Fargo & Co Sr Nt Dtd 50554 47489 Oracle Corp Sr Nt DTD 07/08/2014 Visa Inc Dtd 105231 95252 Apple Inc Dtd 11/13/2027 106102 95963 Archer Daniels Midland Co 26740 23386 Comcast Corp Dtd 08/07/2017 53595 47659 Exxon Mobil Corp Sr Glbl 203012 196096 Goldman Sachs Group Inc Dtd 06/17/2021 Intel Corp Dtd 11/21/2019 104298 90007 Public Storage Dtd 04/23/2021 101226 89902 Texas Instruments Inc Dtd 11/03/2017 52916 47733 3M Co Dtd 03/27/2020 107687 90282 Toyota motor Cred Dtd 10/7/2019 U S Bancorp Dtd 07/29/2019 Honeywell International 76444 78458 Lockheed Martin Corp 98605 103271 Marsh & McLennan Cos Inc 97950 107713 Morgan Stanley Variable 98282 107830 Pfizer Investment Enter 197136 201657 Union Pacific Corp Dtd 105344 110610 US Bancorp Dtd 52706 45228 Microsoft Corp 22760 147782 Paychex Inc 27129 93144 Pepsico Inc 58234 140118 United Parcel Service 58355 102200 Cisco Systems Inc 129555 139940 Pfizer Inc 109209 97166 Medtronic plc Shs 132104 125630 Verizon Communications Inc 138892 110159 Home Depot Inc 90784 168077 McDonald's Corp 86303 150331 AFLAC INC 51370 92813 JPMorgan Chase & Co Com 98202 156492 Merck & Co Inc 79367 141726 Waste Management Inc 76699 158862 Prologis Inc 83751 168091 Nextera Energy Inc 69104 86129 US Bancorp 144373 124430 Johnson & Johnson 115518 134796 Union Pacific Corp 78509 112985 Mid-America Apartment Communities Inc 79603 84038 Coca-Cola Co 98563 111967 Procter & Gamble Co 78137 93346 Smucker J M Co Chevron Corp Com 63431 108141 Nasdaq Inc Com 78754 104361 Unitedhealth Group Inc 60989 92132 General Dynamics Corp 50992 97376 3M Co Texas Instruments Inc 132508 173869 Accenture PLC A 61885 114046 Air Products & Chemicals Inc 103888 102675 Realty Income Corp 90929 100428 Xcel Energy Inc 99975 95961 Best Buy 92385 62624 Conocophillips 49571 97847 Bank of New York Mellon Corp 134006 154901 Blackrock Inc 90913 101475 Vanguard Information Technology ETF 393323 428340 Vanguard Communication Srvcs 165689 155985 Duke Energy Corp 97132 101116 Abbvie Inc Com 65257 93757 Target Corp Amgen Inc 82181 93607 Digital Realty Trust Inc Consumer Discret Select Sector Spdrr 270371 253910 Fastenal Co 100230 118853 General Mills Inc 75022 75237 PNC Financial Services Group Inc 113717 108395 Southern Co 74691 73275 Legal Fees 122 0 0 0 Artwork -Mann Wagnon Memorial Park on th 4500 4500 4500 Book/Tax Differences 848 Administrative Expenses 14674 14674 Dues 1150 1150 SET Services - Liability 1966 Investment Mgmt Fees 48271 48271 0 0