2024-11-18T17:02:08-05:00 2023-12-31 593178204 HOWARD HOWARD AND HODGES 720 RODEL COVE LAKE MARY FL 32746 990PF 2023-01-01 456243167 MELVIN J AND HARRIET H NASER CHARITABLE TRUST MELV 3527951444 1205 N MEETING TREE BLVD CRYSTAL RIVER FL 34429 THOMAS M VANNESS JR TRUSTEE 3527951444 2024-10-22 true true DANA R MCBROOM CPA P00140716 4073338110 2024-10-23 2023 2024-10-15 13:58:12Z X X 11839707 X 729356 101969 101969 93460 93460 -138015 3246320 -38243 16210 748527 211639 140000 70000 70000 2395 2395 3750 3750 34452 34452 185 185 2071 2071 827 827 183680 107535 76145 327500 327500 511180 107535 403645 237347 104104 728201 4659502 4659502 518876 518876 518876 1335344 816 749 1123303 3062104 5204721 15695 3492367 1426323 1455859 6694910 9667621 11839707 0 X 6694910 9667621 6694910 9667621 6694910 9667621 6694910 237347 2988010 9920267 252646 9667621 PUBLICLY TRADED SECURITIES P 385957 425603 -39646 -39646 PUBLICLY TRADED SECURITIES P 640117 705774 -65657 -65657 PUBLICLY TRADED SECURITIES P 28448 37057 -8609 -8609 PUBLICLY TRADED SECURITIES P 142 142 PUBLICLY TRADED SECURITIES P 612435 621067 -8632 -8632 PUBLICLY TRADED SECURITIES P 12985 11320 1665 1665 PUBLICLY TRADED SECURITIES P 1348000 1348000 PUBLICLY TRADED SECURITIES P 205026 221924 -16898 -16898 PUBLICLY TRADED SECURITIES P 11981 13448 -1467 -1467 -138015 -129168 1447 1447 1447 X 84 1531 false false false false false false false true true false false false false false true GUIDESTAR.ORG THOMAS M VANNESS JR 3527951444 1205 N MEETING TREE BLVD CRYSTAL RIVER FL 34429 false false false false false false false false false false false false false false false false false false false false THOMAS M VANNESS JR 1205 N MEETING TREE BLVD CRYSTAL RIVER FL 34429 TRUSTEE 5.00 70000 0 0 MARYBETH PULLUM PO BOX 950610 LAKE MARY FL 327950610 TRUSTEE 5.00 70000 0 0 NONE NONE N/A 5941436 2693852 1011238 9646526 9646526 144698 9501828 475091 475091 1447 1447 473644 473644 473644 403645 403645 473644 3396 3396 403645 403645 3396 3396 66603 NONE NONE THOMAS M VANNESS JR 1205 N MEETING TREE BLVD CRYSTAL RIVER FL 34429 3527951444 TMV@VANNESSPA.COM THE APPLICATION SHOULD BE SUBMITTED IN WRITTING WITH DOCUMENTATION FOR THE REQUEST AND VERIFICATION OF THE 501 (C)(3) STATUS. NONE QUALIFYING 501(C)(3) CHARITABLE ORGANIZATION COMMUNITY FOOD BANK 5259 W CARDINAL ST BLDG B HOMOSASSA FL 34446 NONE NC GENERAL SUPPORT 10000 JUDICIAL WATCH 425 3RD STREET SW STE 800 WASHINGTON DC 20024 NONE NC GENERAL SUPPORT 20000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 NONE NC GENERAL SUPPORT 25000 ST JUDE'S CHILDRENS RESEARCH HOSP 501 ST JUDE PLACE MEMPHIS TN 38105 NONE NC GENERAL SUPPORT 20000 GULF TO LAKE BAPTIST CHURCH 1454 NORTH GULF AVE CRYSTAL RIVER FL 34429 NONE NC GENERAL SUPPORT 30000 HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE NC GENERAL SUPPORT 25000 LIBERTY COUNSEL PO BOX 540774 ORLANDO FL 32854 NONE NC GENERAL SUPPORT 10000 YMCA OF THE SUNCOAST 2469 ENTERPRISE ROAD CLEARWATER FL 33763 NONE NC GENERAL SUPPORT 15000 BOYS AND GIRLS CLUB OF CITRUS CITY PO BOX 907 LECANTO FL 34460 NONE NC GENERAL SUPPORT 15000 KEY TRAINING CENTER 5399 W GULF TO LAKE HWY LECANTO FL 34461 NONE NC GENERAL SUPPORT 12500 GROVE CITY COLLEGE 100 CAMPUS DRIVE GROVE CITY PA 16127 NONE NC SCHOLARSHIPS 127500 TURNING POINT USA 4940 E BEVERLY ROAD PHOENIX AZ 85044 NONE NC GENERAL SUPPORT 10000 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE NC GENERAL SUPPORT 7500 327500 101969 93460 16210 -138015 INVESTMENTS- SCH. K-1 LINE -195 INVESTMENTS- SCH. K-1 LINE 5796 INVESTMENTS- SCH. K-1 LINE -28 INVESTMENTS- SCH. K-1 LINE -1796 INVESTMENTS- SCH. K-1 LINE -1235 INVESTMENTS- SCH. K-1 LINE -4 INVESTMENTS- SCH. K-1 LINE -74182 INVESTMENTS- SCH. K-1 LINE 11420 INVESTMENTS- SCH. K-1 LINE 5902 INVESTMENTS- SCH. K-1 LINE -131 19171 19171 3 FUNDS FOR ACCOMPLISHMENT OF ORGANIZATION'S EXEMPT PURPOSE 4 FUNDS FOR ACCOMPLISHMENT OF ORGANIZATION'S EXEMPT PURPOSE 7 FUNDS FOR ACCOMPLISHMENT OF ORGANIZATION'S EXEMPT PURPOSE 8 FUNDS FOR ACCOMPLISHMENT OF ORGANIZATION'S EXEMPT PURPOSE false false false false false false false false false false X X 1 GEORGE H JEANNINE S CONNELL 1205 N MEETING TREE BLVD CRYSTAL RIVER FL 34429 729356 X ACCOUNTING FEES 3750 3750 THE ORGANIZATION IS NOT A FOUNDATION, BUT A CHARITABLE TRUST MERRILL LYNCH 2291-SEE STMT MERRILL LYNCH 2340-SEE STMT 901028 1069032 MERRILL LYNCH 2341-SEE STMT 831314 910875 MERRILL LYNCH 2291-SEE STMT 40074 48058 ENERGY TRANSFER LP 11740 14876 CHARLES SCHWAB & CO., INC.-SEE STMT 1277948 3161880 INDEPENDENCE RETAIL EAST, LLP AT COST 134717 134717 INDEPENDENCE RETAIL SOUTHWEST, LLLP AT COST 194854 194854 INDEPENDENCE RETAIL WEST, LLP AT COST 105774 105774 INDEPENDENCE RETAIL, LLP AT COST 57017 57017 LEESBURG INVESTMENT GROUP TRUST AT COST MERRILL LYNCH 2292- SEE STMT AT COST 645446 666822 MERRILL LYNCH 2291- SEE STMT AT COST 288515 296675 MERRILL LYNCH 2340- SEE STMT AT COST NEWBERRY INVESTMENT GROUP TRUST 2 AT COST NEWBERRY INVESTMENT GROUP TRUST II AT COST LEGAL FEES 2395 2395 UNREALIZED GAIN (LOSS) ADJUSTMENT 252646 EXPENSES BANK SERVICE CHARGES 70 70 MISCELLANEOUS EXPENSES 754 754 SCHEDULE K-1 - NONDEDUCTIBLE 3 3 ANNUITY PROCEEDS 16160 16160 OTHER INCOME 50 50 INVESTMENTS- SCH. K-1 LINE 1 -195 INVESTMENTS- SCH. K-1 LINE 2 5796 INVESTMENTS- SCH. K-1 LINE 2 -28 INVESTMENTS- SCH. K-1 LINE 2 -1796 INVESTMENTS- SCH. K-1 LINE 2 -1235 INVESTMENTS- SCH. K-1 LINE 2 -4 INVESTMENTS- SCH. K-1 LINE 8 -74182 INVESTMENTS- SCH. K-1 LINE 8 11420 INVESTMENTS- SCH. K-1 LINE 8 5902 INVESTMENTS- SCH. K-1 LINE 8 -131 COMBINATION OF TRUSTS ADJUSTMENT 2988010 NEWBERRY INVESTMENT GROUP TRUST II 25500 NEWBERRY INVESTMENT GROUP TRUST III 493376 INVESTMENT MANAGAGEMENT FEES 34452 34452 FILED UNDER HURRICANE MILTON RELIEF PROV DR-4834-FL THIS RETURN IS BEING FILED UNDER THE FILING AND RELIEF AFFORDED TO TAXPAYERS AFFECTED UNDER HURRICANE MILTON (FEMA NUMBER DR-4834-FL). THE TAXPAYER AND THE TAX PREPARER ARE IN THE AFFECTED AREA. AS SUCH, THE EXTENDED DEADLINE IS MAY 1, 2025. FOREIGN TAXES 2071 2071