2025-06-22T08:13:05-07:00 2023-12-31 JIM BRENNAN CPA PO BOX 6686 BRANDON FL 33508 990PF 2023-01-01 263861579 Frankle Family Foundation Inc FRAN 8132544700 511 W Bay St Tampa FL 33606 Mark Frankle President 8132544700 2024-05-15 true true Jim Brennan P01210068 8135976340 X 2023 2025-03-06 01:10:19Z X 6718809 X 300000 279 279 0 135923 82676 4838 0 37454 37454 337733 256332 4838 264 264 264 4500 4500 4500 31445 31445 31445 11641 11641 11641 0 0 47850 47850 47850 413020 413020 460870 47850 460870 -123137 208482 4838 154784 115739 115739 0 0 1079872 1081202 971742 0 4389763 4405893 5631328 0 0 0 0 5624419 5602834 6718809 0 0 0 0 0 X 5624419 5602834 5624419 5602834 5624419 5602834 5624419 -123137 120130 5621412 18578 5602834 1954.588 Vanguard Toytal Intnl D 2020-05-01 2023-04-24 59000 0 64229 -5229 0 0 0 -5229 661.214 Vanguard Total Stk P 2022-10-24 2023-04-24 66000 0 61162 4838 0 0 0 4838 1284.486 Vanguard Total Stk D 2020-05-01 2023-08-31 140000 0 78881 61119 0 0 0 61119 463.475 Vanguard Totl Stk D 2020-05-01 2023-09-12 50000 0 28462 21538 0 0 0 21538 12421.937 Baird Ultra Short Bond P 2020-05-01 2023-12-28 125080 0 124670 410 0 0 0 410 82676 4838 2898 0 2898 0 2898 5360 0 5360 -5360 2462 2462 false false false false false false false true true FL true false false false false true N/A AGW Capital 8132544700 511 W Bay St Suite 310 Tampa FL 33606 false false false false false false false false false false false false false false false false false false false false Mark A Frankle 511 W Bay St Tampa FL 33606 President 1.00 0 0 0 Nicholas A Frankle 511 W Bay St Tampa FL 33606 Director 0.01 0 0 0 Lauren Frankle 511 W Bay St Tampa FL 33606 Director 0.01 0 0 0 Lynne Couchara 511 W Bay St Tampa FL 33606 Director 0.01 0 0 0 NONE 0 NONE 0 6163461 67127 0 6230588 0 6230588 93459 6137129 306856 306856 2898 2898 303958 303958 303958 460870 460870 303958 185608 129836 157777 200652 244282 918155 460870 0 460870 1379025 0 0 0 303958 185608 1193417 129836 157777 200652 244282 460870 Mark A Frankle None X Fountain Hills Athletic Booster 16100 E Palasaides Blvd Fountain Hills AZ 85268 Qual SocialNeeds 10000 FORE 13020 N Telecom Pkwy Tampa FL 33637 Qual Medical 275000 Tampa Musuem of Art 120 W Gasparilla Plaza Tampa FL 33602 Qual Art 10000 ASES Foundation 9400 W Higgins Rd Rosemont IL 60018 Qual MedicalDonation 30000 Helen Gordon Davis Center for Women 305 S Hyde Park Ave Tampa FL 33606 Qual Social Needs 50000 Heart Gallery of Tampa 8186 Woodland Center Blvd Tampa FL 33614 Qual Mental Health 1000 American Fdn Suicide Prevention 199 Water Street New York NY 10038 Qual Mental Health 10000 GoFundMe 8605 Santa Monica Blvd West Hollywood CA 90069 Qual Honoring Weat 500 Beat the Streets Chicago 5985 S Archer Ave Chicago IL 60638 Qual Children 1000 Strength in our Streets Indianapolis Indianapolis IN 46240 Qual Poverty 520 Axel Crew Foundation 175 Middle Street Lake Mary FL 32746 Qual Community Outreach 10000 Tourette Assocoation of America 4240 Bell Blvd Bayside NY 11361 Qual Mental Health 10000 JLAD PO BOx 12023 Salem OR 97309 Qual Pets 5000 413020 000000 0 3 0 3 0 Capital Gain Distributions 000000 3 0 0 0 false false false false false false false false false false X X 1 Mark A Frankle MD 15 Mooring Circle Tampa FL 33602 300000 X X 1 2588 Vanguard Total Stock Index 300000 2023-12-22 Jim Brennan Tax 4500 4500 Through Schwab 9564 1081202 971742 Equity Funds Through Schwab 9564 4405893 5631328 Foley & Lardner Legal 264 264 Difference in FMV of Contributions and Book Value 18578 Return of Capital 0 0 Capital Gain Distributions 37454 37454 Capital Gains 120130 AGW Advisors Inv Advisory 31445 31445 Foreign Taxes 1641 1641 1641 Excise Taxes 10000 10000 10000