2024-04-02T13:55:50-04:00 2023-12-31 301218770 WALLACE & ASSOCIATES PA 13450 CORAL DR FORT MYERS FL 33908 990PF 2023-01-01 383391369 RUDLAFF FAMILY FOUNDATION RUDL 2394703016 12701 MASTIQUE BEACH BLVD RM 1904 FORT MYERS FL 33908 F RICHARD RUDLAFF III TRUSTEE 2394812515 2024-04-01 F RICHARD RUDLAFF XXX-XX-XXXX false GARY F WALLACE P00546363 2399360119 2024-04-02 2023 2023-04-26 12:10:37Z X 169014 X 75872 X 3948 3944 3948 67983 121967 147803 3944 3948 1955 71525 73480 0 0 38564 38564 112044 0 38564 35759 3944 3948 18206 33039 33039 50647 58808 75641 48244 60908 60334 117097 152755 169014 0 X 117097 152755 117097 152755 117097 152755 117097 35759 152856 101 152755 55 55 55 55 false false false false false false false true true MI true false false false false true N/A WALLACE & ASSOCIATES PA 2399360119 13450 CORAL DRIVE FORT MYERS FL 33908 false false false false false false false false false false false false false false false false false false false false F RICHARD RUDLAFF III 12701 MASTIQUE BEACH BLVD FORT MYERS FL 33908 TRUSTEE 000.00 0 0 0 NONE NONE N/A 67153 25623 51826 144602 144602 2169 142433 7122 7122 55 55 7067 7067 7067 38564 38564 7067 30747 23796 40438 31140 11861 137982 38564 7067 31497 169479 0 30747 138732 23796 40438 31140 11861 31497 F RICHARD RUDLAFF III 12701 MASTIQUE BEACH BLVD FORT MYERS FL 33908 2394703016 WRITTEN REQUEST N/A A NEED RESULTING DIRECTLY FROM AN IDENTIFIABLE, SUDDEN, AND UNEXPECTED EVENT. THE INABILITY TO PROVIDE FOR THE BASIC NECESSITIES OF LIFE SUCH AS FOOD, CLOTHING, HOUSING, FURNITURE AND OTHER ITEMS OF BASIC SUSTENANCE. AN UNUSUAL AND UNINSURED MEDICAL EXPENSE CAUSED BY SEVERE ILLNESS OR ACCIDENT. A NEED FOR SUPPLEMENTAL ASSISTANCE BY AN AGED OR HANDICAPPED INDIVIDUAL WITH INSUFFICIENT INCOME TO MAINTAIN A MINIMUM STANDARD OF LIVING. PENRICKTON CENTER FOR BLIND CHILDRE 26530 EUREKA ROAD TAYLOR MI 48180 PUBLIC ASSISTANCE FOR BLIND CHILDREN 5000 SALVATION ARMY 10291 MCGREGOR BLVD FORT MYERS FL 33919 PUBLIC ASSISTANCE TO PEOPLE IN NEED 2500 LACES OF LOVE 1976 BETHANY PLACE NAPLES FL 341091437 PUBLIC PROVIDE NEW SHOES FOR LOW INCOME 1000 GLADIOLUS FOOD PANTRY 10511 GLADIOLUS DRIVE FORT MYERS FL 33908 PUBLIC PROVIDING FOOD FOR THE LESS FORTUNAT 1000 ANIMAL REFUGE CENTER 18011 OLD BAYSHORE ROAD NORTH FORT MYERS FL 33917 PUBLIC CARING FOR SURRENDERED CATS & DOGS 1000 FATHER FRED FOUNDATION 826 HASTINGS STREET TRAVERSE CITY MI 49686 PUBLIC PROVIDE FOOD, CLOTHING, ASSISTANCE 2500 AIR TREK INC 28000-A5 AIRPORT ROAD PUNTA GORDA FL 33982 PUBLIC AIR AMBULANCE-MARY TRAGER 19564 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PUBLIC INTERNATIONAL CRISIS RESPSONSE 2500 MICHIGAN ANIMAL RESCUE LEAGUE 790 FEATHERSTONE PONTIAC MI 48342 PUBLIC PROVIDE ANIMAL WELFARE 2500 GULF COAST HUMANE SOCIETY 2010 ARCADIA STREET FORT MYERS FL 33916 PUBLIC ANIMAL WELFARE ORGANIZATION 1000 38564 3948 67983 71931 71931 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1955 ISHARES 2022-09 PURCHASE 2023-01 2992 2993 -1 ISHARES 2022-09 PURCHASE 2023-04 2774 2743 31 APPLE 2011-01 PURCHASE 2023-11 38538 2417 36121 ISHARES 2021-01 PURCHASE 2023-01 48 60 -12 ISHARES 2021-01 PURCHASE 2023-04 334 423 -89 ISHARES 2021-01 PURCHASE 2023-12 1562 1872 -310 ISHARES 2020-11 PURCHASE 2023-01 103 88 15 ISHARES 2021-12 PURCHASE 2023-01 1961 1863 98 ISHARES 2020-11 PURCHASE 2023-04 1142 969 173 ISHARES 2021-12 PURCHASE 2023-01 2161 2489 -328 ISHARES 2020-11 PURCHASE 2023-04 1739 1535 204 ISHARES 2021-12 PURCHASE 2023-04 745 829 -84 ISHARES 2021-12 PURCHASE 2023-01 1260 1561 -301 ISHARES 2016-12 PURCHASE 2023-04 454 259 195 ISHARES 2020-11 PURCHASE 2023-04 636 580 56 ISHARES 2021-12 PURCHASE 2023-04 1635 1874 -239 ISHARES 2021-12 PURCHASE 2023-01 1141 1386 -245 ISHARES 2020-11 PURCHASE 2023-04 827 727 100 ISHARES 2021-12 PURCHASE 2023-04 1654 1849 -195 ISHARES 2020-11 PURCHASE 2023-01 640 715 -75 ISHARES 2021-12 PURCHASE 2023-01 2850 3454 -604 ISHARES 2016-12 PURCHASE 2023-04 1388 1127 261 ISHARES 2020-11 PURCHASE 2023-04 505 520 -15 ISHARES 2021-12 PURCHASE 2023-01 1489 1612 -123 ISHARES 2020-11 PURCHASE 2023-04 963 835 128 ISHARES 2021-12 PURCHASE 2023-04 304 322 -18 JP MORGAN ETF 2020-11 PURCHASE 2023-04 623 720 -97 JP MORGAN ETF 2021-12 PURCHASE 2023-04 1111 1282 -171 JP MORGAN ETF 2020-07 PURCHASE 2023-12 4600 4875 -275 JP MORGAN ETF 2021-12 PURCHASE 2023-12 1673 1847 -174 JP MORGAN ETF 2020-11 PURCHASE 2023-01 1103 1347 -244 JP MORGAN ETF 2020-07 PURCHASE 2023-04 329 388 -59 JP MORGAN ETF 2020-11 PURCHASE 2023-04 3103 3704 -601 JP MORGAN ETF 2021-12 PURCHASE 2023-04 159 184 -25 JP MORGAN ETF 2020-11 PURCHASE 2023-01 1404 1645 -241 MICROSOFT 2013-03 PURCHASE 2023-11 38017 2890 35127 BONDS 60908 60334 EQUITIES 58808 75641 2022 FEDERAL INCOME TAX 31 ROUNDING 70 EXPENSES ADVISORY FEE-FIDELITY 941 REGISTRATION FEES 20 BOOK/TAX DIFFERENCE ON CONTRIBUTED STOCK 70564