2024-03-15T15:09:20-05:00 2023-12-31 591349759 Duggan Joiner & Company CPA's 334 NW 3rd Avenue Ocala FL 34475 990PF 2023-01-01 592875524 Martin & Cletis Milling Foundation Inc MART 3526711018 PO Box 2945 Ocala FL 34478 Danielle Livengood President 3522360550 2024-03-04 1 Danielle Livengood 999009999 0 Stacy Mulkey CPA P00638995 3527320171 2024-03-04 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5481537 X X 96566 96566 1920 416267 1920 59587 59587 158073 158073 18000 18000 0 40897 40897 0 1570 1570 0 58666 58666 0 119133 119133 0 0 0 119133 119133 0 38940 38940 770502 405289 405289 1918911 0 2062022 1918911 1918911 2048139 2594571 3157337 4880663 4918771 5481537 0 0 X 3233069 3233069 0 0 1647594 1685702 4880663 4918771 4880663 4918771 4880663 38940 0 4919603 832 4918771 ABBVIE INC COM P 2022-07-08 2023-05-10 7325 7663 -338 -338 US TSY BILL P 2022-10-04 2023-09-07 19358 19292 66 66 ABBVIE INC COM P 2021-07-13 2023-05-10 24173 19416 4757 4757 WALT DISNEY CO P 2023-08-31 7970 10569 -2599 -2599 NY ST DOM AUTH ST PER INC TAX P 2018-06-15 2023-03-15 20000 20000 0 0 PPF INDUSTRIES P 2023-11-27 24681 19680 5001 5001 PIMCO ENHANCED SHORT MATURITY ACTIVE ETF P 2023-08-23 287760 292099 -4339 -4339 S DAKOTA HSG DEV TXBL P 2016-04-28 2023-10-04 25000 25628 -628 -628 1920 541 0 541 0 541 1909 0 0 0 1909 0 1368 1368 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A Southeast Trust Company LLC 3522915999 1626 SE 36th Ave Ocala FL 34471 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Heather Guest Belleview High School 10400 SE 36th Ave Belleview FL 34420 Director 0.00 0 0 0 Leona Patterson 2739 SE 35th Street Ocala FL 34471 Secretary 1.00 0 0 0 Danielle Livengood 1614 E Ft King Street Ocala FL 34471 President 0.00 0 0 0 Chris Carlisle Vanguard High School 7 NW 28th Street Ocala FL 34475 Director 0.00 0 0 0 Martin Wade Dunnellon High School 10055 SW 180th Ave Road Dunnellon FL 34432 Director 0.00 0 0 0 Colleen Wade Lake Weir High School 10351 SE Maricamp Rd Ocala FL 34472 Director 0.00 0 0 0 Ginger Cruze West Port High School 3633 SW 80th Ave Ocala FL 34481 Director 0.00 0 0 0 Bernard Rembert Forest High School 5000 SE Maricamp Rd Ocala FL 34480 Director 0.00 0 0 0 Carol Sales North Marion High School 151 W Hwy 329 Citra FL 32113 Director 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 541 541 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Southeast Trust Company LLC 1626 SE 36th Avenue Ocala FL 34471 3522915999 None None None 0 0 96566 59587 1920 0 0 158073 158073 4 Student Loans- The Foundation makes available low-interest loans to graduates of Marion County (Florida) Schools who will be attending the University of Florida. The proceeds of the loans may be used only for tuition and other education expenses (including living expenses) related to attendance at the University of Florida. To the extent possible, loan payments are made directly to the University of Florida, or upon direct receipt of verified expenses. 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fees 1570 1570 0 Legal Fees 40897 40897 0 Investment Account 2048139 2594571 3157337 Adjustments to Tax Cost of Assets 832 Student Loan Interest 59587 59587 59587 Fiduciary Fees 58368 58368 0 Office Expense 298 298 0