2024-06-11T10:01:39-04:00 2023-12-31 201226851 WALD AND COHEN PA 11420 N KENDALL DR SUITE 203 Miami FL 33176 990PF 2023-01-01 593662847 MICHAELS FAMILY FOUNDATION OF VA INC MICH 1395 PANTHER LANE STE 300 Naples FL 34109 Lewis Michaels TRUSTEE 2024-04-10 true Lewis Michaels true ALBERT R COHEN P01227078 3052713666 2024-06-11 2 00 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 2441906 X X 16597 16597 16597 49422 49422 49422 161711 1974451 161711 227730 227730 66019 950 950 14044 14044 14994 0 14994 104196 104196 119190 0 119190 108540 227730 66019 84795 80420 80420 934143 1320365 1642855 658479 681009 718631 1677417 2081794 2441906 0 0 X 1677417 2081794 1677417 2081794 1677417 2081794 1677417 108540 296843 2082800 1006 2081794 SEE ATTACHED SCHEDULE P 2021-10-20 2023-12-20 1934330 1812740 121590 121590 GAIN FROM FED ID 65-6345927 40121 40121 40121 161711 3165 0 3165 0 3165 3165 false false false false false false false true true true false false false false false NONE DR LEWIS MICHAELS 7034375655 10512 WICKENS ROAD Vienna VA 22181 false false false false false false false false false false false false false false false false false false false false false false LEWIS MICHAELS 10512 WICKENS ROAD Vienna VA 22181 PRESIDENT 1.00 0 0 0 PAMELA MICHAELS 10512 WICKENS ROAD Vienna VA 22181 VICE PRESIDENT 1.00 0 0 0 THEODORE MICHAELS 10512 WICKENS ROAD Vienna VA 22181 TREASURER 1.00 0 0 0 STEVEN MICHAELS 10512 WICKENS ROAD Vienna VA 22181 SECRETARY 1.00 0 0 0 NONE 0 NONE NA 0 NA 0 2059680 70353 0 2130033 0 2130033 31950 2098083 104904 104904 3165 3165 101739 101739 101739 119190 119190 101739 9273 12662 23004 16780 17550 79269 119190 101739 17451 96720 0 9273 87447 12662 23004 16780 17550 17451 na na X CENTER FOR GREAT APES P O BOX 488 Wauchula FL 33873 NONE PC TO SUPPORT ANIMAL STUDIES 3000 CHILDRENS RESOURCES FUNDS 8571 SW 112 STREET Miami FL 33156 NONE PC TO PROVIDE EDUCATION TO SPECIAL NEEDS KIDS 15000 DAVIS AND ELKINS COLLEGE 100 CAMPUS DRIVE Elkins WV 26241 NONE PC TO PROVIDE AN EDUCATION FOR NEEDY STUDENTS 10000 KENYA EDUCATION FUND 360 E 72nd Street Suite c-3405 New York NY 10021 NONE PC To Provide Scholarships to financially challenged 1000 FLORIDA GRAND OPERA 8390 NW 25 STREET Miami FL 33122 NONE PC TO PROVIDE ARTS EDUCATION 17296 HUMANE RESCUE ALLIANCE 71 Oglethorpe St NW Washington DC 20001 NONE PC To support Animal Rescue 1000 MIAMI CITY BALLET 2200 Liberty Ave Miami Beach FL 33139 NONE PC To Provide support for the Arts 15000 SAINTSOPHIA GREEK ORTHODOX CHURCH 2401 SW 3 AVE Miami FL 33129 NONE PC To Provide support for the Needy 32900 ST JUDES CHILDRENS HOSPITAL 262 Danny Thomas Place Memphis TN 38105 NONE PC TO provide care for sick children 3000 WORLD WILDLIFE FUND 1250 24th Street NW Washington DC 20037 NONE PC To support Animal Studies 3000 WOUNDED WARRIOR PROJECT PO Box 758517 Topeka KS 66675 NONE PC To Assist with Injured Service Members 3000 104196 0 49864 310000 49864 49864 false false false false false false false false false false PUBLIC SERVICE ELECTRIC 0 0 TORONTO DOMINION 0 0 TOYOTA MOTOR CORP 0 0 SHELL INTERNATIONAL FIN 0 0 US BANKCORP 0 0 JOHN DEERE CAPITAL CORP 0 0 COMCAST CORP 0 0 MERCK & CO 0 0 DUKE ENERGY CAPITAL 0 0 DUKE ENERGY CAROLINAS 0 0 VANGUARD SHORT TERM CORP BOND 0 0 ROYAL BANK OF CANADA 0 0 DOUBLELINE TOTAL RETURN 86548 91270 ISHARE BARCLAYS 25543 25843 ISHARES BROAD USD INVESTMENT 67321 71661 ISHARES US TREASURY 282614 294589 ISHARES 10-20 YEAR TREASURY 75644 83144 PIMPCO INVESTMENT 47147 50219 VANGUARD MORTGAGE BACKED 96192 101905 SCHEDULE 1320365 1642855 ACCOUNTING FEES 950 0 0 950 FEDERAL INCOME TAXES 1006 CASH RECEIVED FED ID 65-6345927 70339 INCREASE IN VALUE OF ASSETS 226504 INVESTMENT ADVISOR FEES 14044 0 0 14044