2024-07-11T08:13:45-05:00 2024-02-29 454084437 WARREN AVERETT LLC 400 NORTH ASHLEY DRIVE SUITE 700 TAMPA FL 33602 990PF 2023-03-01 366052049 JACOB BEST FOUNDATION JACO 8132809948 701 S HOWARD AVE STE 106-392 TAMPA FL 33606 JACOB BEST FOUNDATION DIRECTOR 8132809948 2024-07-01 1 JACOB BEST FOUNDATION 999009999 1 ALLIE M TSCHIRHART CPA P01687512 8132292321 2024-07-01 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4888578 X X 98086 97513 134434 532304 134434 9000 232520 231947 9000 0 0 0 3575 1788 1787 27711 27711 0 352 352 0 31638 29851 1787 206800 206800 238438 29851 208587 -5918 202096 9000 723434 394440 394440 2807289 3140237 4494138 3530723 3534677 4888578 0 0 X 3530723 3534677 0 0 0 0 3530723 3534677 3530723 3534677 3530723 -5918 9872 3534677 0 3534677 UBS ACCOUNT SUMMARY (COMBINED) - LT P 492328 360203 132125 132125 UBS ACCOUNT SUMMARY (COMBINED) - ST P 38116 37667 449 449 CAPITAL GAINS DIVIDENDS P 1860 1860 1860 134434 2809 0 2809 0 2809 3680 0 0 0 3680 89 782 782 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THILO BEST 8132809948 701 S HOWARD AVE STE 106-392 TAMPA FL 33606 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS S BRIDGES 1345 GREENWOOD AVE WILMETTE IL 60091 TREASURER/DIRECTOR 0.00 0 0 0 BRYAN BEST 3896 EDGEMONT DR TROY MI 48084 SECRETARY/DIRECTOR 0.00 0 0 0 THILO D BEST 701 S HOWARD AVE STE 106-392 TAMPA FL 33606 PRESIDENT/DIRECTOR 0.00 0 0 0 PETER BEST 15447 ALBRIGHT ST PACIFIC PALISADES CA 90272 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 3947395 527399 0 4474794 0 0 4474794 67122 4407672 220384 220384 2809 2809 217575 9000 226575 0 226575 208587 0 208587 226575 203406 0 0 208587 203406 0 0 5181 0 0 0 0 0 0 0 0 221394 0 0 0 X AUTISM SPEAKS 1060 STATE ROAD 2ND FLOOR PRINCETON NJ 08540 PC GENERAL SUPPORT 3000 BEAUMONT HEALTH FOUNDATION 3711 WEST 13 MILE ROAD ROYAL OAK MI 48073 PC GENERAL SUPPORT 9000 BOYS & GIRLS CLUB OF TROY 3670 JOHN R ROAD TROY MI 48083 PC GENERAL SUPPORT 4000 BOY'S HOPEGIRL'S HOPE OF CHICAGO 1100 N LARAMIE AVE WILMETTE IL 60091 PC GENERAL SUPPORT 16000 CADDY RELIEF FUND 10960 WILSHIRER BLVD 5TH FLOOR LOS ANGELES CA 90024 PC GENERAL SUPPORT 5000 CASA DE EMPARO 325 BUENA CREEK ROAD SAN MARCOS CA 92069 PC GENERAL SUPPORT 2000 CAYTON CHILDREN'S MUSEUM 395 SANTA MONICA PLACE 374 SANTA MONICA CA 90401 PC GENERAL SUPPORT 1800 CHILDREN'S HOME & AID 200 WEST MONROE ST SUITE 2100 CHICAGO IL 60606 PC GENERAL SUPPORT 10000 CHRYSALIS 522 S MAIN STREET LOS ANGELES CA 90313 PC GENERAL SUPPORT 2000 FEEDING TAMPA BAY ATTN DEVELOPMENT OFFICE/ 4702 TRANSPORT DR BLDG 6 TAMPA FL 33605 PC GENERAL SUPPORT 18500 FIGURE 1 FOUNDATION 3859 CARDIFF AVE CULVER CITY CA 90232 PC GENERAL SUPPORT 10000 FRIENDS OF GOLF 9854 NATIONAL BLVD 340 LOS ANGELES CA 90034 PC GENERAL SUPPORT 5000 GLENWOOD ACADEMY 500 WEST 187TH ST GLENWOOD IL 60425 PC GENERAL SUPPORT 6000 GREENHOUSE SCHOLARS 1820 FOLSOM STREET BOULDER CO 80302 PC GENERAL SUPPORT 5000 HOLOCAUST MUSEUM LA 100 THE GROVE DRIVE LOS ANGELES CA 90036 PC GENERAL SUPPORT 5000 ILLINOIS SOCIETY FOR THE PREVENTION OF BLINDNESS 225 WEST WACKER DR SUITE 400 CHICAGO MI 60606 PC GENERAL SUPPORT 1000 ISAIAH 177 (HILLSBOROUGH CHAPTER) PO BOX 842 ELIZABETHTON TN 37644 PC GENERAL SUPPORT 7500 JACOB JONAS - THE COMPANY OF PERFORMING ARTS 1327 OCEAN AVENUE F SANTA MONICA CA 90401 PC GENERAL SUPPORT 1500 JUDSON CENTER 4410 WEST 13 MILE ROAD ROYAL OAK MI 48073 PC GENERAL SUPPORT 5500 JUST IN TIME FOR FOSTER YOUTH PO BOX 91292 SAN DIEGO CA 92138 PC GENERAL SUPPORT 2500 LAWRENCE HALL 4833 N FRANCISCO AVE CHICAGO IL 60625 PC GENERAL SUPPORT 6000 LIGHTHOUSE OF OAKLAND COUNTY 46156 WOODWARD AVE PONTIAC MI 48342 PC GENERAL SUPPORT 5000 MARY LEE'S HOUSE 2806 N ARMENIA TAMPA FL 33607 PC GENERAL SUPPORT 5000 MERCY HOME FOR BOYS AND GIRLS 1140 W JACKSON BLVD CHICAGO IL 60607 PC GENERAL SUPPORT 6000 METROPOLITAN MINISTERIES 2002 N FLORIDA AVENUE TAMPA FL 33602 PC GENERAL SUPPORT 20000 MISERICORDIAHEART OF MERCY CENTER 6300 NORTH RIDGE AVE CHICAGO IL 60660 PC GENERAL SUPPORT 6000 MS FOUNDATION 12 METROTECH CENTER 26TH FLOOR BROOKLYN NY 11201 PC GENERAL SUPPORT 5000 OAKLAND MEALS ON WHEELS 3179 LIVERNOIS ROAD TROY MI 48083 PC GENERAL SUPPORT 5000 SOUTH OAKLAND CITIZENS FOR THE HOMELESS PO BOX 1937 ROYAL OAK MI 48068 PC GENERAL SUPPORT 3500 THE CHILDREN'S CENTER 79 ALEXANDRINE WEST DETROIT MI 48201 PC GENERAL SUPPORT 6000 THE DETROIT INSTITUTE FOR CHILDREN 2075 E WEST MAPLE WALLED LAKE MI 48390 PC GENERAL SUPPORT 7000 UHLICH CHILDREN'S HOME 3605 W FILMORE CHICAGO IL 60624 PC GENERAL SUPPORT 6000 UNITED FRIENDS OF THE CHILDREN 1055 WILSHIRE BLVD SUITE 1955 LOS ANGELES CA 90017 PC GENERAL SUPPORT 2500 WESTSIDE GUILD OF CHILDREN'S HOSPITAL LA 4650 SUNSET BLVD LOS ANGELES CA 90027 PC GENERAL SUPPORT 1000 WISE READERS TO LEADERS 15500 STEPHEN S WISE DRIVE LOS ANGELES CA 90077 PC GENERAL SUPPORT 2500 206800 0 14 98086 18 134434 0 232520 0 232520 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 3575 1788 1787 PUBLICLY TRADED SECURITIES 3140237 4494138 COST BASIS ADJUSTMENT 872 RECOVERY OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS 9000 INVESTMENT ADVISORY FEES 27711 27711 0 FOREIGN TAXES PAID 352 352 0