2024-04-30T09:45:51-05:00 2023-12-31 273605969 CBIZ MHM LLC 140 FOUNTAIN PKWY N STE 410 ST PETERSBURG FL 33716 990PF 2023-01-01 461549729 BARBARA AND FRANKLIN CARSON FAMILY FOUNDATION INC BARB 8136954921 1041 GALLEON DRIVE NAPLES FL 34102 FRANKLIN CARSON PRESIDENT 8136954921 2024-04-29 1 FRANKLIN CARSON 999009999 1 PAUL DUNHAM P00100222 7275721400 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5549055 X X 149404 149404 -39120 935687 0 12560 0 122844 149404 0 0 0 6000 3000 3000 13 13 0 16482 2976 0 55216 55216 0 77711 61205 3000 297390 297390 375101 61205 300390 -252257 88199 408687 221361 221361 450 702817 710742 674270 4316240 4165674 4653424 5428194 5097777 5549055 237500 150000 9340 237500 159340 X 0 0 0 0 5190694 4938437 5190694 4938437 5428194 5097777 5190694 -252257 0 4938437 0 4938437 PUBLICLY TRADED SECURITIES P 925098 974807 -49709 -49709 CAPITAL GAINS DIVIDENDS P 10589 10589 10589 -39120 1226 0 1226 0 1226 0 0 0 0 0 71 1297 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A FRANKLIN CARSON 8136954921 1041 GALLEON DRIVE NAPLES FL 34102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANKLIN CARSON 1041 GALLEON DRIVE NAPLES FL 34102 PRESIDENT 1.00 0 0 0 BARBARA CARSON 1041 GALLEON DRIVE NAPLES FL 34102 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 5278192 50094 0 5328286 0 0 5328286 79924 5248362 262418 262418 1226 1226 261192 0 261192 0 261192 300390 0 300390 261192 267420 0 0 300390 267420 0 0 32970 0 0 0 0 0 0 0 0 228222 0 0 0 FRANKLIN CARSON FRANKLIN BARBARA CARSON 1041 GALLEON DRIVE NAPLES FL 34102 8136854921 BY LETTER DESCRIBING THE PURPOSE AND NEEDS OF THE ORGANIZATION. NONE NONE ASPEN SANTA FE BALLET 0245 SAGE WAY ASPEN CO 81611 NONE N/A CHARITY 2500 CAPTAINS FOR CLEAN WATER 2031 JACKSON ST FORT MYERS FL 33901 NONE N/A CHARITY 10000 COLLIER COMMUNITY FOUNDATION 110 PINE RIDGE ROAD SUITE 200 NAPLES FL 34108 NONE N/A CHARITY 50000 ENGLISH IN ACTION PO BOX 4856 BASALT CO 81621 NONE N/A CHARITY 50000 FRIEDREICH'S ATAXIA RESEARCH ALLIANCE 533 W UWCHLAN AVE DOWNINGTOWN PA 19335 NONE N/A CHARITY 5000 METROPOLITAN MINISTRIES 2301 N TAMPA ST TAMPA FL 33602 NONE N/A CHARITY 100000 NAPLES BOTANICAL GARDEN 4820 BAYSHORE DRIVE NAPLES FL 34112 NONE N/A CHARITY 640 NAPLES YACHT CLUB BLUE GAVEL SCHOLARSHIP FUND 700 14TH AVENUE SOUTH NAPLES FL 34102 NONE N/A CHARITY 5000 PACE CENTER FOR GIRLS 6745 PHILIPS INDUSTRIAL BLVD JACKSONVILLE FL 32256 NONE N/A CHARITY 1000 ROARING FORK CONSERVANCY PO BOX 3349 BASALT CO 81621 NONE N/A CHARITY 12250 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 NONE N/A CHARITY 25000 ST MATTHEW'S HOUSE INC 2001 AIRPORT ROAD SOUTH NAPLES FL 34112 NONE N/A CHARITY 25000 STARABILITY FOUNDATION 5125 CASTELLO DRIVE NAPLES FL 34103 NONE N/A CHARITY 5000 THE LUZERNE FOUNDATION 34 SOUTH RIVER STREET WILKESBARRE PA 18702 NONE N/A CHARITY 1000 THEATRE ASPEN 110 EAST HALLAM STREET - SUITE 126 ASPEN CO 81611 NONE N/A CHARITY 5000 297390 0 14 149404 01 12560 18 -39120 0 122844 0 122844 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 6000 3000 3000 THE BARBARA AND FRANKLIN CARSON FAMILY FOUNDATION INC. HEREBY ELECTS TO APPLY THE CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME TO PRIOR YEARS. EQUITIES 1166559 1527354 MUTUAL FUNDS 2999115 3126070 0 0 710742 674270 LPL INVESTMENT ADVISORS FEE 55119 55119 0 BANK FEES 36 36 0 FL ANNUAL FEE 61 61 0 TAX REFUNDS 12560 0 12560 FOREIGN TAXES PAID 2976 2976 0 FEDERAL TAXES 13506 0 0