2024-07-08T10:06:15-07:00 2023-12-31 844049189 Justice & Stamas CPAs LLC 633 17th St Vero Beach FL 32960 990PF 2023-01-01 650937750 The Hardee Family Foundation Inc HARD 7725592531 1815 28th Avenue Vero Beach FL 32960 Roberta Peirce Director 7725592531 2024-07-03 true Roberta Peirce XXX-XX-XXXX true Rhonda B Stamas P00187330 7727786903 2024-07-08 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X X 2519854 X 70555 593 593 30990 30990 -74429 1268232 0 0 0 0 27709 31583 0 43600 10900 32700 0 3700 2600 1100 0 267 267 40 40 532 532 17931 16895 1037 66070 31234 34837 63469 63469 129539 31234 98306 -101830 349 0 67551 76811 76811 0 0 1301370 1639093 2381975 35008 35008 25866 0 472711 19978 29443 6085 3955 0 2130 2130 3999 3629 3629 1880639 1776649 2519854 0 0 2160 0 2160 0 X 1878479 1776649 1878479 1776649 1880639 1776649 1878479 -101830 1776649 1776649 ST sales - covered transactions P 2023-01-01 2023-12-31 456409 0 484971 -28562 0 0 0 -28562 LT sales - covered transactions P 2022-01-01 2023-12-31 809983 0 857491 -47508 0 0 0 -47508 Capital gain distributions P 2022-01-01 2023-12-31 1841 0 0 1841 0 0 0 1841 -74229 -28562 5 0 5 0 5 3010 0 3010 -3010 3005 3005 false false false false false false false true true FL true false true false false false N/A Roberta Peirce 7725592531 1815 28th Avenue Vero Beach FL 32960 false false false false true false false false false false false false false false false false false false false false false false Daniel W Hardee Vero Beach FL 32960 Director 2.00 12800 0 0 Roberta A Pierce Vero Beach FL 32960 Director 2.00 18000 0 0 Carla A Tobin Vero Beach FL 32960 Director 2.00 12800 0 0 NONE 0 NONE 0 Donation of funds to various 501(c)3 charitable organizations (see schedule attached) 63469 2208790 100357 0 2309147 0 2309147 34637 2274510 113726 113726 5 5 113721 113721 113721 98306 98306 113721 0 0 1667 31946 0 33613 98306 0 0 98306 0 15415 15415 18198 0 0 0 0 0 18198 0 0 18198 0 0 None None X Roberta Peirce 1815 28th Avenue Vero Beach FL 32960 7725592531 None None None See List Attached Various - see list Vero Beach FL 32960 N/A Program support 63469 63469 14 593 14 30990 18 -74429 -42846 -42846 false false false false false false false false false false X X 1 Gretchen Hardee Charitable Lead Ann 2 Starfish Drive Vero Beach FL 32960 70555 X Justice & Stamas CPAs LLC Tax Preparation 3700 2600 1100 iPad 2012-03-22 599 599 200DB 5.000000000000 0 iPad #2 2012-11-16 705 705 200DB 5.000000000000 0 Mac Computer 2015-08-07 3589 3589 200DB 5.000000000000 0 Apple Computer 2016-03-26 2119 2119 200DB 5.000000000000 0 Computer-iMac 24-in (Carla) 2023-06-12 2662 0 200DB 5.000000000000 532 164 shs Home Depot Inc 2022-05 Purchased 2023-01 52819 47411 Cost 5408 319 shs Caterpillar Inc 2020-01 Purchased 2023-01 80415 43642 Cost 36773 Mac Computer 2015-08 Purchased 2023-06 0 3589 0 0 3589 288 shs Johnson & Johnson 2020-01 Purchased 2023-01 46823 43468 Cost 3355 79 shs Kyndryl Holdings Inc Purchased 2023-11 1431 2448 Cost -1017 1,096 shs Nasdaq Clean Edge Green Energy Index Purchased 2023-01 57922 87150 Cost -29228 949 shs Global X Lithium & Battery Tech ETF 2021-01 Purchased 2023-01 61496 Cost 67183 -5687 627 shs Fidelity MSCI Info Tech Index 2021-01 Purchased 2023-01 62451 65690 Cost -3239 779 shs Ark Autonomous Tech & Robotics ETF 2021-01 Purchased 2023-01 35475 66394 Cost -30919 568 shs Ark Innovation ETF Purchased 2023-01 20905 80007 Cost -59102 868 shs Ark Genomic Revolution ETF Purchased 2023-01 29090 86308 Cost -57218 ST sales - Merrill Lynch #2409 - see attached Purchased 2023-11 403590 437760 -34170 LT sales - Merrill Lynch #2409 - see attached Purchased 2023-11 413974 315200 98774 Capital gain distributions 1841 1841 AT&T Inc 35008 25866 Advncd Micro D Inc 25042 72083 Alphabet Inc 100154 109925 Amazon 184697 322113 Amgen Inc 47466 59908 Apple Inc 50776 233346 Cadence Design Sys Inc 54932 55019 Chevron Corp 47405 68763 Ciena Corp 24982 26286 Cisco Systems Inc 30435 57946 Coco Cola 46284 57398 Dow Inc 59863 55553 Goldman Sachs Group Inc 59922 63652 Infineon Tech AG 54992 58381 International Business Machines 49384 64929 JPMorgan Chase & Co 60025 73313 Marvell Tech Inc 55192 57717 Match Group Inc 39064 30113 Merck & Co Inc 45724 68574 META Platforms Inc 49792 52740 Microsoft Corp 38067 60166 NVIDIA 48848 198584 Paypal Holdings Inc 39423 30705 Qualcomm Inc 55268 58720 Salesforce Inc 54394 59733 STMicroelectronics 55208 57750 Taiwan S Manufacturing ADR 55114 56472 Tesla Inc 50404 53423 T-Mobil US Inc 24987 48901 Uber Technologies Inc 37971 80041 Verizon Communications 44415 34232 Visa Inc 9908 21349 Warner Bros Discovery 38955 34140 Calamos Strat Tot Return 19978 29443 Ipads 1305 1305 0 Computers (2) 4780 2650 2130 Prepaid & refundable taxes 3276 3005 3005 Dividends Receivable 723 624 624 Corp Annual Fee 61 61 Office Expense 1951 975 976 Investment Advisory Fees 15919 15920 Excise Taxes Payable 2160 0 Foreign tax paid 35 35 Federal excise tax 5 5