2024-11-15T17:04:45-06:00 2023-12-31 621765397 GRAINGER REYNOLDS & ASSOCIATES PLLC 3100 WEST END AVE STE 1020 NASHVILLE TN 37203 990PF 2023-01-01 621725069 HUSEBY FAMILY FOUNDATION HUSE 6152937152 27556 RIVER REACH DRIVE BONITA SPRINGS FL 34134 ROBERT D HUSEBY PRESIDENT 6152937152 2024-11-15 1 0 TERESA S REYNOLDS P01264174 6152552238 X 2023 2024-10-15 13:58:12Z X 157299 X 105302 58 58 1562 1562 1333 6442 1333 108255 2953 0 0 0 1722 861 0 302 302 0 58 32 0 2082 1195 0 9000 9000 11082 1195 9000 97173 1758 40 100526 100526 51533 48222 56773 51573 148748 157299 0 0 X 0 0 0 0 51573 148748 51573 148748 51573 148748 51573 97173 2 148748 0 148748 23.499 SHS DFA US CORE EQUITY P 2013-01-11 2023-06-28 700 297 403 403 1.963 SHS DFA US CORE EQUITY P 2021-03-30 2023-06-28 58 58 0 0 0.713 SHS DFA US CORE EQUITY P 2022-03-30 2023-06-28 21 21 0 0 34.641 SHS DFA US SMALL CAP VALUE I P 2020-04-01 2023-02-01 1489 681 808 808 0.255 SHS DFA US SMALL CAP VALUE I P 2022-03-30 2023-02-01 11 11 0 0 3.949 SHS DFA INTERNATIONAL VALUE III P 2014-12-16 2023-05-10 66 59 7 7 8.703 SHS DFA INTERNATIONAL VALUE III P 2014-12-16 2023-05-10 145 130 15 15 0.266 SHS DFA INTERNATIONAL VALUE III P 2014-12-16 2023-05-10 4 4 0 0 2.659 SHS DFA INTERNATIONAL VALUE III P 2015-09-09 2023-05-10 44 38 6 6 4.742 SHS DFA INTERNATIONAL VALUE III P 2016-12-15 2023-05-10 79 68 11 11 2.059 SHS DFA INTERNATIONAL VALUE III P 2017-03-30 2023-05-10 34 31 3 3 8.225 SHS DFA INTERNATIONAL VALUE III P 2018-12-18 2023-05-10 137 113 24 24 1.429 SHS DFA INTERNATIONAL VALUE III P 2019-03-28 2023-05-10 24 21 3 3 11.153 SHS DFA INTERNATIONAL VALUE III P 2019-06-27 2023-05-10 185 162 23 23 2.998 SHS DFA INTERNATIONAL VALUE III P 2019-09-27 2023-05-10 50 43 7 7 0.424 SHS DFA INTERNATIONAL VALUE III P 2019-12-17 2023-05-10 7 6 1 1 271.535 SHS DFA DIVERSIFIED FIXED INCOME INSTL P 2020-12-18 2023-02-01 2488 2802 -314 -314 1.286 SHS DFA DIVERSIFIED FIXED INCOME INSTL P 2022-03-03 2023-02-01 12 13 -1 -1 14.109 SHS DFA DIVERSIFIED FIXED INCOME INSTL P 2020-12-18 2023-03-23 130 136 -6 -6 24.48 SHS DFA INTERNATIONAL SMALL CAP VALUE I P 2013-01-11 2023-06-28 487 409 78 78 0.142 SHS DFA INTERNATIONAL SMALL CAP VALUE I P 2022-03-30 2023-06-28 3 3 0 0 0.164 SHS DFA INTERNATIONAL SMALL CAP VALUE I P 2023-03-30 2023-06-28 3 3 0 0 CAPITAL GAINS DIVIDENDS P 265 265 265 1333 24 0 24 0 24 0 0 24 0 24 0 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 1 0 0 1 N/A KATHY GRAINGER 6152552238 3100 WEST END AVENUE STE 1020 NASHVILLE TN 37203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT HUSEBY 27556 RIVER REACH DRIVE BONITA SPRINGS FL 34134 PRESIDENT 1.00 0 0 0 CHRISTINA HUSEBY 27556 RIVER REACH DRIVE BONITA SPRINGS FL 34134 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 54724 21597 0 76321 0 0 76321 1145 75176 3759 3759 24 24 3735 0 3735 0 3735 9000 0 9000 3735 0 0 90146 90146 9000 0 0 0 3735 5265 0 0 95411 0 0 0 0 0 0 0 95411 90146 5265 ROBERT HUSEBY 27556 RIVER REACH DRIVE BONITA SPRINGS FL 34134 6152937152 WRITTEN REQUESTS INCLUDING NAME, ADDRESS, DESCRIPTION OF ORGANIZATION AND COPY OF 501(C)(3). DECEMBER 15 NONE FLORIDA LIONS EYE CLINIC 10322 PENNSYLVANIA AVE BONITA SPRINGS FL 34135 NONE 501(C)(3) FOR USE IN THE ORGANIZATION'S EXEMPT FUNCTION. 4000 VALERIE'S HOUSE INC 3551 SHOEMAKER LN FORT MYERS FL 33916 NONE 501(C)(3) FOR USE IN THE ORGANIZATION'S EXEMPT FUNCTION. 5000 9000 0 14 58 14 1562 18 1333 0 2953 0 2953 0 0 0 0 0 0 0 0 0 0 X X 1 CRAIG NICHOLE HUSEBY 312 SUNNYSIDE DRIVE NASHVILLE TN 37205 105000 X ACCOUNTING FEES 1722 861 0 INVESTMENTS 48222 56773 ROUNDING 2 MANAGEMENT FEES 302 302 0 CRAIG & NICHOLE HUSEBY 312 SUNNYSIDE DRIVE NASHVILLE TN 37205 ANNUAL REPORT FEES 20 0 0 FOREIGN TAXES 32 32 0 FEDERAL TAXES 6 0 0