2025-12-01T15:11:50-06:00 2025-08-31 592701990 SHORSTEIN & SHORSTEIN PA 8265 BAYBERRY ROAD JACKSONVILLE FL 32256 990PF 2024-09-01 592748614 THOMAS T PHILLIPS JR FOUNDATION INC THOM 9047391311 8265 BAYBERRY ROAD JACKSONVILLE FL 32256 MARK J SHORSTEIN PRESIDENT/DIRECTOR 9047391311 2025-12-01 1 1 JAKOB TRASK P02325820 9047391311 2024 2025-03-06 01:10:19Z X 887981 X X 4 4 17536 17536 29426 80578 29426 46966 46966 0 0 0 61 61 0 7259 1815 5444 4 4 0 7324 1880 5444 31000 31000 38324 1880 36444 8642 45086 18564 18527 18527 480318 488997 869454 498882 507524 887981 0 0 X 0 0 0 0 498882 507524 498882 507524 498882 507524 498882 8642 0 507524 0 507524 PUBLICLY TRADED SECURITIES 80578 51152 29426 29426 29426 627 0 627 0 627 1859 0 0 0 1859 0 1232 1232 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A SHORSTEIN & SHORSTEIN PA 9047391311 8265 BAYBERRY ROAD JACKSONVILLE FL 32256 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK J SHORSTEIN 8265 BAYBERRY RD JACKSONVILLE FL 32256 PRESIDENT/DIRECTOR 1.00 0 0 0 LESLIE SUSKIN 2358 NW 15 PLACE GAINESVILLE FL 32605 DIRECTOR 0.00 0 0 0 SAMUEL R SHORSTEIN 8265 BAYBERRY RD JACKSONVILLE FL 32256 SECRETARY/TREASURER/DIRECTOR 0.00 0 0 0 CHRISTIE A HEAVENER 311 E MORSE BLVD APT 8-1 WINTER PARK FL 32789 DIRECTOR 0.00 0 0 0 BENJAMIN SHORSTEIN 8265 BAYBERRY RD JACKSONVILLE FL 32256 ASST SECRETARY/ASST TREASURER/DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 842439 20089 0 862528 0 0 862528 12938 849590 42480 42480 627 627 41853 0 41853 0 41853 36444 0 36444 41853 0 0 492 279 549 2756 4076 36444 0 0 0 36444 0 4076 4076 0 0 0 0 0 1333 0 0 0 X AGAINST MALARIA FOUNDATION US 310 W 20TH ST SUITE 300 KANSAS CITY MO 64108 N/A PC GENERAL SUPPORT OF PUBLIC HEALTH PROGRAM 500 BAPTIST HEALTH FOUNDATION 841 PRUDENTIAL DRIVE SUITE 1300 JACKSONVILLE FL 32207 N/A PC GENERAL SUPPORT OF PUBLIC HEALTH PROGRAM 3500 BREAD OF THE MIGHTY FOOD BANK 325 NW 10TH AVENUE GAINESVILLE FL 32601 N/A PC PROVIDE NUTRITIOUS FOOD, HOPE AND ENCOURAGEMENT TO THOSE THAT ARE FOOD INSECURE IN THE COMMUNITY 1000 CARBON180 650 MASSACHUSETTS AVE NW SUITE 600 WASHINGTON DC 20001 N/A PC SUPPORT THE EFFORTS TO REALIZE A CARBON-REMOVING WORLD 1250 CITY RESCUE MISSION 426 S MCDUFF AVE JACKSONVILLE FL 32254 N/A PC GENERAL SUPPORT OF HOMELESS SHELTER 500 CIVIC ORCHESTRA OF JACKSONVILLE 3305 RIVERSIDE AVENUE JACKSONVILLE FL 32205 N/A PC GENERAL SUPPORT OF ORCHESTRA 500 CONGREGATION B'NAI ISRAEL 3830 NW 16TH BLVD GAINESVILLE FL 32605 N/A PC GENERAL SUPPORT OF RELIGIOUS INSTITUTION 1000 CUMMER MUSEUM OF ART & GARDENS 829 RIVERSIDE AVE JACKSONVILLE FL 32204 N/A PC GENERAL SUPPORT OF ART MUSEUM 500 DOUGLAS ANDERSON SCHOOL 1478 RIVERPLACE BLVD 1606 JACKSONVILLE FL 32207 N/A PC SUPPORT EDUCATION OF THE ARTS 1000 FIRST PRESBYTERIAN CHURCH 118 E MONROE STREET JACKSONVILLE FL 32202 N/A PC GENERAL SUPPORT OF CHURCH 2000 GIVE DIRECTLY INC PO BOX 3221 NEW YORK NY 10008 N/A PC PROVIDE HOUSEHOLDS IN NEED FUNDS TO PURSUE THEIR OWN GOALS 1500 GRACE MEDICAL HOME 1417 E CONCORD STREET ORLANDO FL 32803 N/A PC GENERAL SUPPORT OF PUBLIC HEALTH PROGRAM 1000 HERE TOMORROW 910 3RD ST NEPTUNE BEACH FL 32266 N/A PC GENERAL SUPPORT OF MENTAL HEALTH 500 HUBBARD HOUSE PO BOX 4909 JACKSONVILLE FL 32201 N/A PC GENERAL SUPPORT OF BATTERED WOMEN PROGRAM 250 HUMANE SOCIETY OF NORTH CENTRAL FLORIDA 4205 NW 6TH ST GAINESVILLE FL 32609 N/A PC GENERAL SUPPORT OF HUMANE SOCIETY 500 JACKSONVILLE HUMANE SOCIETY 8464 BEACH BOULEVARD JACKSONVILLE FL 32216 N/A PC GENERAL SUPPORT OF HUMANE SOCIETY 250 JACKSONVILLE SYMPHONY ORCHESTRA 300 WATER STREET STE 200 JACKSONVILLE FL 32202 N/A PC GENERAL SUPPORT OF SYMPHONY 3500 JEWISH FAMILY & COMMUNITY SERVICES 8540 BAYCENTER ROAD JACKSONVILLE FL 32256 N/A PC COMMUNITY SUPPORT 1500 MAYO CLINIC 4500 SAN PABLO RD S JACKSONVILLE FL 32224 N/A PC GENERAL SUPPORT OF PUBLIC HEALTH 3500 NORTH FLORIDA COUNCIL BOY SCOUTS OF AMERICA 521 EDGEWOOD AVE S JACKSONVILLE FL 32205 N/A PC SUPPORT BOYS' ACTIVITIES 500 PLAN INTERNATIONAL 275 PROMENADE ST SUITE 225 PROVIDENCE RI 02908 N/A PC ADVANCE CHILDREN'S RIGHTS AND EQUALITY FOR GIRLS 500 PTTSBURGH OPERA 2425 LIBERTY AVENUE PITTSBURGH PA 15222 N/A PC GENERAL SUPPORT OF OPERA 1000 SAMARITAN VILLAGE INC PO BOX 149599 ORLANDO FL 32814 N/A PC PROVIDE A SAFE PLACE FOR SEXUALLY TRAFFICKED WOMEN 1750 SEVA FOUNDATION 1786 FIFTH STREET BERKELEY CA 947101716 N/A PC PROVIDE ESSENTIAL CARE AND SERVICES TO RESTORE SIGHT AND PREVENT BLINDNESS 500 ST ANDREW'S SEWANEE 290 QUINTARD ROAD SEWANEE TN 37375 N/A PC GENERAL SUPPORT OF SCHOOL 2500 31000 0 14 4 14 17536 18 29426 0 46966 0 46966 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION & BOOKKEEPING FEES 7259 1815 5444 ALLSTATE CORP DEL COM 2521 36621 ALPHABET INC CL C 28338 81141 BANK OF AMERICA CORP 28261 36787 BRISTOL MYERS SQUIBB CO 30314 30667 ELI LILLY & CO 12079 62269 HOME DEPOT INC 2449 40677 JOHNSON AND JOHNSON 12486 44293 MERCK & COMPANY 5366 31966 VERIZON COMMUNICATIONS COM 2743 2521 ZIMMER BIOMET HOLDINGS INC 512 8488 VANGUARD TTL STK MKT ETF 239987 345565 CISCO SYS INC 30866 34545 INTL BUSINESS MACHINES CORP 32460 58438 WELLS FARGO 7.5 NON-CUM CL A 29960 24300 BANK AMER 7.2500 SERS L 30655 31176 FILING FEES 61 61 0 INVESTMENT EXPENSES 4 4 0