2025-01-29T14:10:57-05:00 2024-12-31 591885347 PETERSON & PETERSON CPA'S PA 2498 EMERALD WAY NORTH DEERFIELD BEACH FL 33442 990PF 2024-01-01 453367981 THE THOMAS & BETTY ROSS FOUNDATION THOM 5619696233 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 THOMAS ROSS DIRECTOR 5619696233 2025-01-29 true CRAIG K PETERSON CPA P00033288 9546836603 2025-01-29 2024 2025-03-06 01:10:19Z X 1620068 X 57793 2 2 2 65020 65020 65020 -1 16 122814 65022 65022 3565 3565 3565 962 962 26 26 26 4553 3591 4553 0 73500 73500 78053 3591 4553 73500 44761 61431 60469 48568 10061 10061 588 736 736 1022860 1105980 1609271 1072016 1116777 1620068 0 X 1072016 1116777 1072016 1116777 1072016 1116777 1072016 44761 1116777 1116777 854 854 854 1588 1588 734 734 false false false false false false true FL true false false false true N/A THOMAS ROSS 5619696233 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 false false false false false false false false false false false false false false false false false false false false false THOMAS ROSS 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 DIRECTOR 5.00 0 0 0 BETTY ROSS 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 DIRECTOR 1.00 0 0 0 NONE NONE N/A 1478586 29315 0 1507901 1507901 22619 1485282 74264 74264 854 854 73410 73410 73410 73500 73500 73410 4513 73500 4513 68987 4423 THOMAS ROSS X THOMAS ROSS 401 MUIRIFIELD DRIVE LAKE WORTH FL 33462 5615369025 AMERICAN DIABETES ASSOCIATION 6400 NANDREWS AVE 480 FORT LAUDERDALE FL 33309 NONE TAX-EXEMPT CHARITABLE 3000 AMERICAN HEART ASSOCIATION 6444 NW 5TH WAY FORT LAUDERDALE FL 33309 NONE TAX EXEMPT CHARITABLE 3000 CHABAD OF LAKE WORTH 6450 MELALEUCA LANE LAKE WORTH FL 33463 NONE TAX-EXEMPT CHARITABLE SUPPORT 26000 HILLEL INTERNATIONAL 800 EGHT STREET WASHINGTON DC 20001 NONE TAX EXEMPT CHARITABLE SUPPORT 1000 MEHARRY MEDICAL COLLEGE 1005 DR DB TODD JR BLVD NASHVILLE TN 37208 NONE TAX-EXEMPT CHARITABLE SUPPORT 26000 SPECIAL OYLMPICS 1915 DON WICKHAM DRIVE CLEMONT FL 34711 NONE TAX EXEMPT CHARITABLE 500 ST JUDES CHILDRENS HOSPITAL 501 STJUDE PLACE MEMPHIS TN 38105 NONE TAX EXEMPT CHARITABLE SUPPORT 1000 TUNNEL FOR TOWERS FDN 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE TAX EXEMPT CHARITABLE 5000 V FOUNDATION FOR CANCER RESEARCH 14600 WESTON PARKWAY CARY NC 27513 NONE TAX-EXEMPT CHARITABLE SUPPORT 6000 WOUNDED WARRIORS PROJECT 11218 J GALT BLVD STE 103 OMAHA NE 68137 NONE TAX EXEMPT CHARITABLE 1000 SHRINERS CHILDRENS HOSPITAL 2900 NROCKY POINT DR TAMPA FL 33607 NONE TAX EXEMPT CHARITABLE 1000 73500 2 65020 -1 65021 65021 false false false false false false false false false false X X 1 THOMAS ROSS 401 MUIRFIELD DRIVE ATLANTIS FL 33462 57793 X 3565 3565 3565 LIBERTY ALL STAR EQUITY FD 2024-01 PURCHASE 2024-12 16 17 -1 ALTRIA GROUP INC 24194 26145 APOLLO COMM REAL ESTATE INC 17844 8660 ARBOR COMMERCIAL REAL ESTATE 15707 13850 ARCHER DANIELS MIDLAND-500 21939 25260 AT&T INC-3000 79817 68310 BRISTOL MYERS SQUIBB CO-500 30101 28280 COCA COLA CO-500 22289 31130 ELI LILLY & CO-300 24088 231600 GLAXOSMITH KLINE PLC-500 18259 13528 HALEON PLC ADR 4051 4770 INVESCO MTG CAPITAL INC-1099 15627 877 JOHNSON & JOHNSON-200 24495 28924 KIMBERLY CLARK CORP-200 26193 26208 LOCKHEED MARTIN CORP-100 27105 48594 MCDONALDS CORP-300 35293 86967 MICROSOFT CORP-500 29761 210750 PEPSICO INC-300 33016 45618 PFIZER INC-500 17032 13265 PROCTER & GAMBLE-300 26999 50295 VERIZON COMMUNICATIONS-1300 85364 79980 VIATRIS INC-62 935 772 VODAFONE GROUP PLC-1000 31736 8490 WAL-MART STORES INC-500 36370 135525 WARNER BROS DISCOVERY INC-725 24462 7663 ABRON INCOME CREDIT STRAT 7402 5648 ALLIANCE BERSTEIN GL HGH CE 11386 10730 ARES CAPITAL CORP 10065 10945 BLACKROCK ENGLOBALDIV TR-1500 18008 16155 BLACKROCK LTD DURATION INC-1000 15145 14130 COHEN TAX ADV PFD S 19835 15376 COHEN&STEERS INFRASTR FD-UTF-323 7898 7765 DOUBLELINE INCOME SOLUTIONS FD-1000 20106 12570 EATON VANCE TAX MGD DIV FD-5300 36270 43301 FIRST TR INTERM DUR PRF & IC FD-1500 31057 27000 GABELLI DIV & INCOME TR-1000 20983 24150 LIBERTY ALL STAR EQ FD-6488 64874 74129 MFS CHARTER INCOME TR-1000 7510 6380 NEUBERGER BERMAN ENERGY INFRA-1000 6824 8830 SABA CAPITAL INCOME & OPPT FD-2000 9011 7620 VITRIUS ARTIFICAL INTELLIGENCE-1000 38619 24660 VOYA INFASTR INDUST-1450 17774 14718 XAI MADISON CHARTER INCOME 14253 13420 MSILF TREASURY SEC 76283 76283 EXPENSES BROKER SERVICE CHARGES 26 26 26 EXCISE TAX PAYABLE 962 962