2024-05-13T14:49:41-07:00 2023-12-31 200758314 ALISA A MITCHELL CPA PA 1420 CELEBRATION BLVD SUITE 200 CELEBRATION FL 34747 990PF 2023-01-01 436870666 HOWARD ARCHDEACON FAMILY FOUNDATION INC HOWA 2033041401 3866 NEIGHBORLY WAY THE VILLAGES FL 32163 JOANNE ALBANESI President 2024-05-13 true JOANNE ALBANESI 999009999 true Alisa Mitchell CPA P01393788 3525729388 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1900727 X X 238 238 238 26623 26623 26623 15025 15025 15025 41886 41886 26861 24000 24000 24000 24000 1350 1350 1350 1350 366 366 366 366 607 607 607 607 50 50 50 50 26373 26373 26373 26373 52500 52500 78873 26373 26373 78873 -36987 15513 488 920 988 988 125051 76031 76031 186050 186050 171771 934061 953164 1609027 45000 45000 42910 1291082 1261233 1900727 0 X 1291082 1261233 1291082 1261233 1291082 1261233 1291082 -36987 26241 1280336 19103 1261233 CAPITAL GAIN DISTRIBUTIONS P 2022-01-01 2023-12-31 15025 15025 15025 15025 216 216 216 216 0 false false false false false false false false true CT true false false false false true N/A J ALBANESI 2033041401 3866 NEIGHBORLY WAY THE VILLAGES FL 32163 false false false false false false false false false false false false false false false false false false false false false false JOANNE ALBANESI 3866 NEIGHBORLY WAY THE VILLAGES FL 32163 President 12.00 24000 NANCY SIDARIO 314 ST JONS AVE YONKERS NY 10704 Secretary 1.00 0 CHRISTINE HUNIHAN 213 COBBLER LANE SOUTHBURY CT 06488 Vice President 1.00 0 JEANNE VARUM 33 ASHFORD LANE NEWTOWN CT 06470 TRES 1.00 0 PAMELA GRAUL 2016 HENHOUSE RD VIRGINIA BEACH VA 23453 ASST SECT 1.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 216 216 216 216 0 78873 78873 0 45645 78307 77358 79115 280425 78873 0 78873 359298 0 45645 313653 78307 77358 79115 78873 X USCG FOUNDATION 394 TAUGWONK RD STONINGTON CT 06378 NONE CONTRIBUTION 2500 FRIENDS OF THE VILLAGE LIBRARY 7375 POWELL RD WILDWOOD FL 34785 NONE CONTRIBUTION 500 VHA COMMUNITY FOUNDATION 1104 MAIN ST THE VILLAGES FL 32162 NONE CONTRIBUTION 3000 HALIFAX HUMANE SOCIETY 236 W LPGA BLVD PO BOX 9035 DAYTONA BEACH FL 32120 NONE CONTRIBUTION 5000 OPERATION SHOEBOX 8360 E HIGHWAY 25 BELLEVIEW FL 34420 NONE CONTRIBUTION 7000 LAKE DEATON METHODIST CHURCH 6500 WESLEYAN WAY THE VILLAGES FL 32163 NONE CONTRIBUTION 2000 USCG ALUMNI ASSOC 47 MOHEGAN AVENUE NEW LONDON CT 06320 NONE CONTRIBUTION 2500 OPERATION SHOEBOX 8360 E HIGHWAY 25 BELLEVIEW FL 34420 NONE CONTRIBUTION 2000 CORNERSTONE HOSPICE PO BOX 370514 WEST HARTFORD CT 06137 NONE CONTRIBUTION 500 FUNNY FARM RESCUE 1580 SHORT ROAD PINSON TN 38366 NONE CONTRIBUTION 1000 FUNNY FARM RESCUE 1580 SHORT ROAD PINSON TN 38366 NONE CONTRIBUTION 500 FUNNY FARM RESCUE 1580 POWELL RD PINSON TN 38366 NONE CONTRIBUTION 1000 SAVE THE PAWS RESCUE SERVICES 2728 CHRISTMASVILLE RD JACKSON TN 38305 NONE CONTRIBUTION 2000 LAKE DEATON METHODIST CHURCH 6500 WESLEYAN WAY THE VILLAGES FL 32163 NONE CONTRIBUTION 1000 LAKE DEATON METHODIST CHURCH 6500 WESLEYAN WAY THE VILLAGES FL 32163 NONE CONTRIBUTION 500 LAKE DEATON METHODIST CHURCH 6500 WESLEYAN WAY THE VILLAGES FL 32163 NONE CONTRIBUTION 200 LAKE DEATON METHODIST CHURCH 6500 WESLEYAN WAY THE VILLAGES FL 32163 NONE CONTRIBUTION 1000 LAKE DEATON METHODIST CHURCH 6500 WESLEYAN WAY THE VILLAGES FL 32163 NONE CONTRIBUTION 5000 LAKE DEATON METHODIST CHURCH 6500 WESLEYAN WAY THE VILLAGES FL 32163 NONE CONTRIBUTION 200 LAKE DEATON METHODIST CHURCH 6500 WESLEYAN WAY THE VILLAGE FL 32163 NONE CONTRIBUTION 1000 ST VINCENT DE PAUL 5323 EAST CR462 WILDWOOD FL 34785 NONE CONTRIBUTION 1000 SUNSHINE HARMONY CHORUS 6500 WESTLEYAN WAY THE VILLAGES FL 32163 NONE CONTRIBUTION 100 SAVE THE PAWS RESCUE SERVICES 2728 CHRISTMASVILLE RD JACKSON TN 38305 NONE CONTRIBUTION 10000 ST VINCENT DE PAUL 5323 EAST CR462 WILDWOOD FL 34785 NONE CONTRIBUTION 2000 SUMTER COUNTY HUMANE SOCIETY 994 CR529A LAKE PANASOFFKEE FL 33538 NONE CONTRIBUTION 500 PEDIATRIC HYDROCEPHALUS FUND 66 CAROLINE ST 2ND FLOOR WOODBRIDGE NJ 07095 NONE CONTRIBUTION 500 52500 14 238 14 26623 14 15025 41886 41886 false false false false false false false false false false ALISA MITCHELL CPA 1350 1350 1350 1350 DISNEY WALT 145 SH 3504 13092 FANNIE MAE 89 SH 7036 95 FMI INTERNATIONAL 3373.761 103000 114371 FORD MOTOR CORP 430 SH 7074 5242 DODGE & COX BALANCE 778.449 70820 82673 GAMBELLI SMALL CAP 1872.651 SH 79368 86076 MANNING & NAPIER OVERSEAS 3845.152 SH 87000 121238 MANNING & NAPIER EQUITY 1087.04 19382 15295 JANUS HENDERSON SMALL CAP 670.568 15001 15819 SCHWAB MKTTRK GROWTH 1645.82 SH 25000 40800 SCHWAB S&P 500 INDEX 8667.62 SH 134360 633603 VANGUARD BALANCED INDEX 4361.1 SH 106898 203308 SCHWAB US TIPS ETF 2/13/2017 200 SH 11046 10440 SEAFARER OVERSEAS 332.668 SH 5050 4218 VANGUARD STRATEGIC 589.102 SH 12076 22044 BAIRD CORE PLUS 5593.804 SH 65000 59686 USAA VICTORY TAX EXEMPT 3014.706 SH 41000 38076 PGIM TOTAL RETURN 3382.039 50499 40754 BAIRD AGGREGATE 5657.093 65050 55779 WESTERN ASSET CORE BOND 2265.861 30000 24449 BUFFALO DISCOVERY 915.751 15000 21969 186050 171771 AMERICAN CENTURY TAX FREE MUNICI 3943.90 AT COST 45000 42910 DIVIDEND REINVESTMENTS 19103 FILING FEES 50 50 50 50 TAX EXEMPT DIVIDENDS 7351 FEDERAL TAX 2022 366 366 366 366