2024-05-23T12:27:50-04:00 2023-12-31 990PF 2023-01-01 271169789 THE WILLIAM D AND AGNES H HELMUTH PRIVATE FOUNDATION WILL 8632996815 154 AVENUE H SE WINTER HAVEN FL 33880 STEVEN R WRIGHT CO-TRUSTEE 8632996815 2024-05-23 STEVEN WRIGHT XXX-XX-XXXX true 2023 2023-04-26 12:10:37Z X 1112791 X X 50 50 34357 34357 29972 35887 2725 207 207 64586 37339 5940 5940 14758 14758 603 307 242 242 21543 21247 0 58000 58000 79543 21247 58000 -14957 16092 2686 2014 2014 12812 12619 12619 547897 537856 812449 39334 39541 47867 205370 199355 237842 808099 791385 1112791 0 X 222312 222312 585787 569073 808099 791385 808099 791385 808099 -14957 793142 1757 791385 2725 224 224 224 224 224 false false false false false false false true true FL true false false false false true N/A STEVEN R WRIGHT 8632996815 154 AVENUE H SE WINTER HAVEN FL 33880 false false false false false false false false false false false false false false false false false false false false STEVEN R WRIGHT 154 AVENUE H SE 154 AVENUE H SE WINTER HAVEN FL 33880 CO-TRUSTEE 2.00 0 0 0 LARRY MOONEYHAM 6790 CREWS LAKE ROAD 6790 CREWS LAKE ROAD LAKELAND FL 33813 CO-TRUSTEE 2.00 0 0 0 NONE NONE N/A 901905 26027 191377 1119309 1119309 16790 1102519 55126 55126 224 224 54902 54902 54902 58000 58000 54902 57686 58000 57686 314 54588 X MCLEOD MEMORIAL PRESBYTERIAN CHURCH MCLEOD MEMORIAL PRESBYTERIAN CHURCH 695 WEST STUART ST BARTOW FL 33830 NONE NON-PROFIT FOR THE CHURCH & OUTREACH PROGRAMS 16000 AMERICAN RED CROSS AMERICAN RED CROSS 147 AVENUE A NW WINTER HAVEN FL 33881 NONE NON-PROFIT ASSISTANCE FOR HURRICANE RECOVERY 5000 AMERICAN HEART ASSOCIATION AMERICAN HEART ASSOCIATION 237 E MARKS STREET ORLANDO FL 32803 NONE NON-PROFIT TO ASSIST IN THE RESEARCH PROGRAMS 3000 ARTHRITIS FOUNDATION ARTHRITIS FOUNDATION 410 12TH STREET WEST BRADENTON FL 34205 NONE NON-PROFIT TO ASSIST IN THE FDN'S RESEARCH 3000 GOOD SHEPHERD HOSPICE GOOD SHEPHERD HOSPICE 105 ARNESON AVENUE AUBURNDALE FL 33823 NONE NON-PROFIT TO ASSIST IN PATIENT SUPPORT 2000 HABITAT FOR HUMANITY E POLK HABITAT FOR HUMANITY E POLK 3550 RECKER HWY WINTER HAVEN FL 33880 NONE NON-PROFIT ASSISTANCE WITH HOUSING COSTS 3000 VOLUNTEERS IN SVC TO THE ELDERLY VOLUNTEERS IN SVC TO THE ELDERLY 1232 E MAGNOLIA ST LAKELAND FL 33801 NONE NON-PROFIT TO ASSIST WITH PROGRAMS FOR ELDERLY 5000 AMERICAN PARKINSON DISEASE ASSOC AMERICAN PARKINSON DISEASE ASSOC 135 PARKINSON AVENUE STATEN ISLAND NY 10305 NONE NON-PROFIT ASSIST WITH THEIR RESEARCH PROGRAMS 4000 H LEE MOFFITT CANCER CTR FDN H LEE MOFFITT CANCER CTR FDN P O BOX 23827 TAMPA FL 33623 NONE NON-PROFIT TO ASSIST WITH CANCER RESEARCH 4000 CHURCH SERVICE CENTER CHURCH SERVICE CENTER 495 E SUMMERLIN BARTOW FL 33830 NONE NON-PROFIT TO ASSIST WITH COMMUNITY PROGRAMS 3000 WOMEN'S CARE CTR OF BARTOW WOMEN'S CARE CTR OF BARTOW P O BOX 1041 BARTOW FL 33831 NONE NON-PROFIT TO ASSIST WITH COMMUNITY PROGRAMS 3000 TURKEY CREEK ASSEMBLY OF GOD TURKEY CREEK ASSEMBLY OF GOD 3805 TURKEY CREEK RD PLANT CITY FL 33567 NONE NON-PROFIT TO ASSIST TRANSFORMING LIFE MINISTRY 3000 SPCA FLORIDA 5850 BRANNEN ROAD S LAKELAND FL 33813 NONE NON-PROFIT FOR SHELTER PROGRAMS FOR THE ANIMALS 2000 HUMANE SOCIETY OF POLK COUNTY P O BOX 9265 WINTER HAVEN FL 33883 NONE NON-PROFIT FOR SHELTER PROGRAMS FOR THE ANIMALS 2000 58000 14 50 14 34357 14 207 14 29972 64586 64586 false false false false false false false false false false ACCOUNTING FEES 5940 5940 PUBLICLY TRADED PURCHASE 33162 5915 27247 GENERAL ELEC CAP CORP MED TERM NTS S 39541 47867 AT&T INC 22333 16780 ALTRIA GROUP INC 25971 40340 BRISTOL MYERS SQUIBB CO 16027 30786 DUKE ENERGY CORP 18418 32314 EXELON CORP 14474 17950 EXXON MOBIL CORP 20738 29994 GLAXOSMITHKLINE PLC SPONS ADR 16295 14824 JOHNSON & JOHNSON 19360 47022 NATIONAL GRID PLC SPON ADR 19453 24884 PROCTER & GAMBLE CO 19456 43962 SOUTHERN CO 22902 42072 TOTALENERGIES SE SPONS ADR 23241 26952 VERIZON COMMUNICATIONS 40902 43619 VODAFONE GROUP PLC SPON ADR 17078 2845 FS KKR CAP CORP 99968 46430 GLOBAL NET LEASE INC 30609 16577 APPLE INC 27083 161725 DISNEY WALT CO 30436 24830 ALPHABET INC 22870 119790 DIGITALBRIDGE 13755 2491 CONSTELLATION ENERGY CORP 6073 19404 WARNER BROS DISCOVERY INC 6827 2743 HALEON PLC ADR 3587 4115 KBS REIT III AT COST 39498 29200 RREEF PROPERTY TRUST INC AT COST 30546 53910 INDEPENDENCE REALTY TRUST AT COST 26610 36919 SILA AT COST 26778 29920 STRATEGIC STORAGE TRUST II INC AT COST 24186 60840 PEAKSTONE REALTY TRUST AT COST 33133 9546 SILA CONVERSION AT COST 18604 17507 CLERICAL ERROR - NON DIVIDEND DISTRIB. 1888 PY CLERICAL ERROR - RET OF CAPITAL -133 ROUNDING ADJUSTMENT 2 EXPENSES INVESTMENT EXPENSES 242 242 BOND ACCRETION INCOME - GE 207 207 TRUSTEE FEES 14758 14758 INCOME TAXES PAID 296 FOREIGN TAXES PAID 307 307