2024-03-18T09:31:43-04:00 2023-12-31 454366881 STRATEGIC TAX SOLUTIONS 5255 N FEDERAL HWY SUITE 220 BOCA RATON FL 33487 990PF 2023-01-01 656317648 EDWARD W SMITH JR FOUNDATION EDWA 9546092000 320 SOUTHEAST COURANCE DR PORT ST LUCIE FL 34964 MARLIN R LEE CO-TRUSTEE 2024-03-17 MARLIN LEE XXX-XX-XXXX true ERIC J COHEN P01245165 5619480706 2024-03-17 2023 2023-04-26 12:10:37Z X 2310513 X X 751 751 751 45073 45073 45073 221571 2377182 12 267395 45836 45824 75000 2000 2000 15625 15625 323 323 2247 2247 95195 20195 0 110000 110000 205195 20195 110000 62200 25641 45824 78875 38064 38064 65654 166999 166999 48852 49672 1819225 1821669 2055778 1963754 2075584 2310513 0 X 1963754 2075584 1963754 2075584 1963754 2075584 1963754 62200 49630 2075584 2075584 12 356 356 356 356 false false false false false false false true true true false false false false true NA MARLIN LEE JR 9546092000 320 SOUTHEAST COURANCE DR PORT ST LUCIE FL 34964 false false false false false false false false false false false false false false false false false false false false JACK J APPEL 200 E PALMETTO PARK ROAD BOCA RATON FL 33432 CO-TRUSTEE 000.00 20000 0 0 JOHN E CARTER 1906 LAUREL LANE WEST PALM BEACH FL 33406 CO-TRUSTEE 000.00 20000 0 0 MARLIN R LEE 320 SOUTHEAST COURANCES DR PORT ST LUCIE FL 34984 CO-TRUSTEE 000.00 35000 0 0 NONE NONE N/A 2132083 198827 2310513 4641423 4641423 69621 4571802 228590 228590 356 356 228234 228234 228234 110000 110000 228234 8661 110000 8661 101339 126895 MARLIN R LEE JR 320 SOUTHEAST COURANCE DR PORT ST LUCIE FL 34964 9546092000 CHARITABLE PURPOSE; COPY OF IRS EXEMPTION LETTER; SPECIFIC REQUEST JULY 1ST OF EACH YEAR ORGANIZATION EXEMPT UNDER FEDERAL SECTION 501(C)(3), WITH PREFERENCE TO CHARITIES LOCATED IN BROWARD COUNTY, FL 4KIDS OF SOUTH FLORIDA 2717 W CYPRESS CREEK RD FT LAUDERDALE FL 33309 NONE 501 (C) (3) UNRESTRICTED USE BY CHARITY 10000 AMERICAN CANCER SOCIETY 5709 W JETTMAN AVE TAMPA FL 33629 NONE 501 (C)(3) UNRESTRICTED USE BY CHARITY 5000 BASCOM PALMER EYE PO BOX 016880 MIAMI FL 331019827 NONE 501 (C)(3) UNRESTRICTED USE BY CHARITY 5000 BREAST CANCER RESEARCH FO 28 WEST 44TH STREET SUIT NEW YORK NY 10036 NONE 501 (C)(3) UNRESTRICTED USE BY CHARITY 5000 CURE PSP FOUNDATION 1216 BROADWAY NEW YORK NY 10001 NONE 501 (C) (3) UNRESTRICTED USE BY CHARITY 5000 GATEWAY COMMUNITY OUTREAC 291 SE 1ST TERRACE DEERFIELD BEACH FL 33441 NONE 501 (C)(3) UNRESTRICTED USE BY CHARITY 15000 HARVEST AVIATION 1314 MAURICE SONNY CLAVEL WACHUAL FL 33873 NONE 501 (C) (3) UNRESTRICTED USE BY CHARITY 5000 HOPE SOUTH FLORIDA 1100 N ANDREWS AVE FT LAUDERDALE FL 33311 NONE 501 (C) (3) UNRESTRICTED USE BY CHARITY 2000 HOUSE OF HOPE 2484 SE BONITA STREET STUART FL 34997 NONE 501 (C) (3) UNRESTRICTED USE BY CHARITY 3000 LIFE NET 4 FAMILIES 1 NW 33RD TERRACE FT LAUDERDALE FL 33311 NONE 501 (C)(3) UNRESTRICTED USE BY CHARITY 30000 MACULAR DEGENARATION ASSOCIATION 5759 CATTLERIDGE BLVD SARASOTA FL 34232 NONE 501 (C) (3) UNRESTRICTED USE BY CHARITY 5000 MIAMI PROJECT TO CURE PARALYSIS 1095 NW 14TH TERRACE 48 MIAMI FL 33136 NONE 501 (C) (3) UNRESTRICTED USE BY CHARITY 5000 MISSIONARY FLIGHTS INTERNATIONAL 3170 AIRMAN DRIVE FORT PIERCE FL 33946 NONE 501 (C) (3) UNRESTRICTED USE BY CHARITY 5000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE 501 (C) (3) UNRESTRICTED USE BY CHARITY 5000 WOUNDED WARIOR PROJECT PO BOX 7585 16 TOPEKA KS 666758516 NONE 501 (C) (3) UNRESTRICYTED USE BY CHARITY 5000 110000 14 751 14 45073 18 221571 267395 267395 false false false false false false false false false false ACCOUNTING FEES 2000 2000 2023-02 PURCHASE 2023-02 377406 360678 16728 PERSHING 5546 2017-09 PURCHASE 2023-12 305743 271653 34090 PERSHING 5553 2022-03 PURCHASE 2023-02 17622 16692 930 PERSHING 5553 2020-12 PURCHASE 2023-12 104938 84182 20756 PERSHING 5561 2022-05 PURCHASE 2023-02 92399 87573 4826 PERSHING 5561 2019-12 PURCHASE 2023-02 164212 150114 14098 PERSHING 5579 2022-09 PURCHASE 2023-02 64857 60866 3991 PERSHING 5579 2018-03 PURCHASE 2023-02 103307 93546 9761 PERSHING 5587 2019-04 PURCHASE 2023-02 247550 236000 11550 PERSHING 5587 2021-06 PURCHASE 2023-02 220300 189115 31185 PERSHING 5595 2022-06 PURCHASE 2023-01 1766 2337 -571 PERSHING 5595 2019-01 PURCHASE 2023-01 4768 2929 1839 SCHWAB 0174 2023-02 PURCHASE 2023-11 9936 9018 918 SCHWAB 0174 2022-01 PURCHASE 2023-11 4888 2451 2437 AMERITRADE 2661 2023-01 PURCHASE 2023-12 234667 223144 11523 AMERITRADE 2661 2022-01 PURCHASE 2023-12 422789 365313 57476 PERSHING 5579 2020-12 PURCHASE 2023-06 22 22 CORPORATE STOCKS 1821669 2055778 48852 49672 EXPENSES SOFTWARE 60 60 COMPUTER 2187 2187 ADVISORY FEES 13015 110 110 ADVISORY FEES 5546 522 522 ADVISORY FEES 5553 157 157 ADVISORY FEES 5561 343 343 ADVISORY FEES 5579 228 228 ADVISORY FEES 5587 620 620 ADVISORY FEES 5595 252 252 ADVISORY FEES SCHWAB 0174 4061 4061 ADVISORY FEES AMERITRADE 2661 9332 9332 PERSHING 55595 - FOREIGN TAXES 59 59 SCHWAB 0174 FOREIGN TAXES 181 181 AMERITRADE 2661 FOREIGN TAXES 83 83