2024-03-20T09:54:44-07:00 2023-12-31 721287807 Arsement Redd & Morella LLC 701 Robley Drive Suite 200 Lafayette LA 70503 990PF 2023-01-01 834213991 DAVID R & KAREN DANIEL FAMILY FOUNDATION DAVI 3372321411 200 EDGEHILL CIRCLE LAFAYETTE LA 70508 DAVID DANIEL Trustee 2024-03-20 true DAVID DANIEL 999009999 true Andrew Colt Speyrer P01388635 3379847010 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 941014 X 84000 3857 3857 3857 20919 20919 20919 290922 744290 290922 2381 2381 402079 318079 24776 930 722 97 911 2660 0 0 53250 53250 55910 0 53250 346169 318079 24776 34740 3487 3487 485772 863194 937527 520512 866681 941014 0 X 520512 866681 520512 866681 520512 866681 520512 346169 866681 866681 CETERA #5170 ST COV P 2023-01-01 2023-12-31 125840 123367 2473 2473 190 ISHARES TR CORE DIVI P 2019-09-27 2023-02-15 9765 7410 2355 2355 CHARLES SCHWAB #4432 ST COV P 2023-01-01 2023-12-31 162365 165622 -3257 -3257 CHARLES SCHWAB #4432 LT COV P 2000-01-01 2023-12-31 418385 133888 284497 284497 FOCUS FINL PARTNERS P 2020-12-18 2023-09-01 26500 23081 3419 3419 Capital Gain Dividends 1435 290922 -784 4421 4421 4421 825 825 X 3596 0 false false false false false false false true true true false false false false true N/A DAVID DANIEL 3372321411 200 EDGEHILL CIRCLE LAFAYETTE LA 70508 false false false false false false false false false false false false false false false false false false false false false false DAVID DANIEL 200 EDGEHILL CIRCLE LAFAYETTE LA 70508 Trustee 0.00 0 NONE NONE 721637 90869 0 812506 0 812506 12188 800318 40016 40016 4421 4421 35595 35595 35595 53250 53250 35595 6367 1371 29579 27870 65187 53250 0 35595 17655 82842 0 82842 6367 1371 29579 27870 17655 X UNIVERSITY OF LOUISIANA AT LAFAYETT PO BOX 40400 LAFAYETTE LA 70504 NONE NC PUBLIC UNIVERSITY 50500 ASBURY METHODIST CHURCH 101 LIVE OAK DR LAFAYETTE LA 70503 NONE EOF RELIGIOUS 2400 ST PIUS ELEMENTARY SCHOOL 205 E BAYOU PARKWAY LAFAYETTE LA 70508 NONE POF EDUCATION 250 GRAEME MCDANIEL FOUNDATION 28310 DAYSTROM LANE KATY TX 77494 NONE PF RESEARCH GRANTS 100 53250 14 3857 14 20919 14 2381 290922 27157 290922 318079 false false false false false false false false false false X X 1 DAVID KAREN DANIEL FAMILY LLC 200 EDGEHILL CIRCLE LAFAYETTE LA 70508 363503 X 1 7000 SHARES FOCUS FINL PARTNERS 363503 2023-04-26 930 0 0 0 STOCKS 863194 937527 TAXES AND LICENSES 911 Other Investment Income 2381 2381 INVESTMENT FEES 722 0 0 0