2024-07-12T10:31:46-07:00 2023-12-31 592754585 GREENLEE KURRAS RICE & BROWN PA 627 N DONNELLY ST MOUNT DORA FL 32757 990PF 2023-01-01 816709847 ARTHUR J AND ESTHER A OHLSSON CHARITABLE TRUST ARTH 3524835880 PO BOX 1925 EUSTIS FL 32727 USBTD TRUSTEE 2024-07-12 true USBTD USBTD 999009999 true KEIRE RICE HOSLEY CPA P01441454 3523836300 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 8692782 X X 207355 207355 207355 98428 2003921 98428 305783 305783 207355 84035 21009 63026 1625 1625 11522 11522 3528 728 100710 34884 63026 227500 227500 328210 34884 290526 -22427 270899 207355 1817360 967711 958342 3661278 3333705 4981664 1143071 2774627 2752776 491154 473 7113336 7076043 8692782 0 X 7113336 7076043 7113336 7076043 7113336 7076043 7113336 -22427 7090909 14866 7076043 USBTD 21006390-DETAIL ATTACHED P 1980-01-01 2023-12-31 67731 57020 10711 10711 USBTD 23006390-DETAIL ATTACHED P 1980-01-01 2023-12-31 1374609 1320536 54073 54073 USBTD 21016390-DETAIL ATTACHED P 1980-01-01 2023-12-31 226280 231839 -5559 -5559 USBTD 23016390-DETAIL ATTACHED P 1980-01-01 2023-12-31 332953 296098 36855 36855 Capital Gain Dividends 2348 98428 3765 3765 3765 2800 1400 4200 X 15 420 420 false false false false false false false false true FL true false false false false true N/A UNITED SOUTHERN BANK TRUST DEP 3524835880 PO BOX 1925 EUSTIS FL 32727 false false false false false false false false false false false false false false false false false false false false false false UNITED SOUTHERN BANK TRUST DEP PO BOX 1925 EUSTIS FL 32727 CO-TRUSTEE 40.00 67100 H JOHN FELDMAN 1409 SOUTH 9TH ST LEESBURG FL 34748 CO-TRUSTEE 1.00 16935 NONE NONE 6956062 1467356 0 8423418 0 8423418 126351 8297067 414853 414853 3765 3765 411088 411088 411088 290526 290526 411088 21270 48650 27903 46469 57308 201600 290526 0 290526 120562 120562 81038 0 81038 23730 57308 X DIABETES RESEARCH WELLNESS FDTN 1832 CONNECTICUT AVE NW STE 420 WASHINGTON DC 20009 N/A PC DESIGNATED BENEFICIARY 7500 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON RD KNAB UT 84741 N/A PC DESIGNATED BENEFICIARY 7500 AMERICAN SOCIETY FOR THE PREVENTION 424 EAST 92D STREET NEW YORK NY 10128 N/A PC DESIGNATED BENEFICIARY 7500 DOCTORS WITHOUT BORDERS USA 40 RECTOR ST 16TH FL NEW YORK NY 10006 N/A PC DESIGNATED BENEFICIARY 7500 GUIDE DOG FOUNDATION FOR THE BLIND 371 E JERICHO TURNPIKE SMITHTOWN NY 11787 N/A PC DESIGNATED BENEFICIARY 7500 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS RD YORKTOWN HEIGHTS NY 10598 N/A PC DESIGNATED BENEFICIARY 7500 MEMORIAL SLOAN KETTERING CANCER CEN 1275 YORK AVE MANHATTAN NY 10067 N/A PC DESIGNATED BENEFICIARY 7500 NORTH SHORE ANIMAL LEAGUE 25 DAVIS AVE PORT WASHINGTON NY 11050 N/A PC DESIGNATED BENEFICIARY 7500 PARALYZED VETERANS OF AMERICA 1875 EYE STREET NW WASHINGTON DC 20006 N/A PC DESIGNATED BENEFICIARY 7500 ALZHEIMER DEMENTIA RESOURCE CENTER 715 DOUGLAS AVE ALTAMONTE SPRINGS FL 32714 N/A PC DESIGNATED BENEFICIARY 20000 ADVENTHEALTH WATERMAN FOUNDATION 1500 WATERMAN WAY TAVARES FL 32778 N/A PC DESIGNATED BENEFICIARY 20000 FLORIDA WILDLIFE FEDERATION PO BOX 6678 TALLAHASSEE FL 32314 N/A PC DESIGNATED BENEFICIARY 20000 HABITAT FOR HUMANITY OF LAKE-SUMTER 900 MAIN ST THE VILLAGES FL 32159 N/A PC DESIGNATED BENEFICIARY 20000 HUMANE SOCIETY OF LAKE COUNTY PO BOX 1904 EUSTIS FL 32727 N/A PC DESIGNATED BENEFICIARY 20000 LAKE SUMTER STATE COLLEGE FDTN INC 9909 US 441 LEESBURG FL 34788 PC DESIGNATED BENEFICIARY 20000 PARKINSONS DISEASE FOUNDATION 200 SE 1ST ST STE 800 MIAMI FL 33131 N/A PC DESIGNATED BENEFICIARY 20000 THE SALVATION ARMY 2605 SOUTH ST LEESBURG FL 34748 N/A PC DESIGNATED BENEFICIARY 20000 227500 14 207355 18 98428 305783 305783 false false false false false false false false false false GKRB PA CPAs - TAX RETURN PREP 1625 1625 0 0 FIXED INCOME TOTAL 2774627 2752776 EQUITY TOTAL 3333705 4981664 OTHER ADJUSTMENTS 14866 MAINSTREET ADVISORS-MONEY MGMT FEES 11522 11522 0 0 EXCISE TAXES ON NET INVT INCOME (990-PF) 2800 FOREIGH INCOME TAX WH 728 728