2025-06-05T06:41:47-05:00 2024-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990PF 2024-01-01 831868052 SAUL AND LEE RACHELSON FAMILY FOUNDATION SAUL 8137852056 2912 WEST SANTIAGO STREET UNIT 170 TAMPA FL 33629 SAUL RACHELSON PRESIDENT 8137852056 2025-05-27 1 1 JENNIFER PEMBLE CPA P01707598 2059794100 2025-05-27 2024 2025-03-06 01:10:19Z X 2623987 X 279466 66908 66908 60390 316003 60390 406764 127298 0 0 0 4130 2065 2065 5264 5264 0 965 965 0 10359 8294 2065 105867 105867 116226 8294 107932 290538 119004 49236 71078 71078 1465319 1521977 2552909 1514555 1593055 2623987 0 0 X 0 0 0 0 1514555 1593055 1514555 1593055 1514555 1593055 1514555 290538 0 1805093 212038 1593055 UBS 2153 SHORT TERM P 71053 62631 8422 8422 UBS 2153 LONG TERM P 198404 173475 24929 24929 RJ M541 LONG TERM P 46546 19507 27039 27039 60390 1654 0 1654 0 1654 826 0 828 0 1654 0 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A SAUL RACHELSON 8137852056 2912 WEST SANTIAGO STREET UNIT 1701 TAMPA FL 33629 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAUL RACHELSON 2912 WEST SANTIAGO STREET UNIT 1701 TAMPA FL 33629 PRESIDENT 10.00 0 0 0 LEE RACHELSON 2912 WEST SANTIAGO STREET UNIT 1701 TAMPA FL 33629 VICE PRESIDENT 10.00 0 0 0 NONE 0 NONE 0 0 2274668 52654 0 2327322 0 0 2327322 34910 2292412 114621 114621 1654 1654 112967 0 112967 0 112967 107932 0 107932 112967 0 0 41407 18562 59969 107932 0 0 0 107932 0 5035 5035 54934 0 0 0 0 0 0 36372 18562 18562 SAUL RACHELSON X CONGREGATION SCHAARAI ZEDEK 3303 W SWANN AVENUE TAMPA FL 33609 NONE 501(C)(3) GENERAL OPERATIONS 31742 FLORIDA HOLOCAUST MUSEUM 55 5TH ST SOUTH SAINT PETERSBURG FL 33701 NONE 501(C)(3) GENERAL OPERATIONS 100 GOLD SHIELD FOUNDATION PO BOX 271791 TAMPA FL 33688 NONE 501(C)(3) GENERAL OPERATIONS 200 HCC FOUNDATION 39 COLUMBIA DRIVE 7TH FLOOR TAMPA FL 33606 NONE 501(C)(3) GENERAL OPERATIONS 5000 LIGHTHOUSE FOR THE BLIND & LOW VISION 1106 W PLATT STREET TAMPA FL 33606 NONE 501(C)(3) GENERAL OPERATIONS 1000 MEMORIAL FOUNDATION 3329 JOHNSON STREET HOLLYWOOD FL 33021 NONE 501(C)(3) GENERAL OPERATIONS 2500 MENORAH LIFE FOUNDATION 255 59TH STREET NORTH SAINT PETERSBURG FL 33710 NONE 501(C)(3) GENERAL OPERATIONS 500 METROPOLITAN MINISTRIES 2002 NORTH FLORIDA AVENUE TAMPA FL 33602 NONE 501(C)(3) GENERAL OPERATIONS 7000 MOFFITT CANCER CENTER FOUNDATION 12902 USF MAGNOLIA DRIVE TAMPA FL 33612 NONE 501(C)(3) GENERAL OPERATIONS 3500 ST JOSEPH'S HOSPITALS FOUNDATION 2700 W DR MLK JR BLVD SUITE 310 TAMPA FL 33607 NONE 501(C)(3) GENERAL OPERATIONS 42680 TAMPA BAY HISTORY CENTER 801 OLD WATER STREET TAMPA FL 33602 NONE 501(C)(3) GENERAL OPERATIONS 775 TAMPA JEWISH COMMUNITY CENTERS & FEDERATION 13009 COMMUNITY CAMPUS DRIVE TAMPA FL 33625 NONE 501(C)(3) GENERAL OPERATIONS 5000 THE CHISELERS INC PO BOX 18633 TAMPA FL 33679 NONE 501(C)(3) GENERAL OPERATIONS 1040 THE HUMANE SOCIETY OF TAMPA BAY 3607 N ARMENIA AVE TAMPA FL 33607 NONE 501(C)(3) GENERAL OPERATIONS 100 TULANE UNIVERSITY PO BOX 61075 NEW ORLEANS LA 70161 NONE 501(C)(3) GENERAL OPERATIONS 250 YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 NONE 501(C)(3) GENERAL OPERATIONS 4480 105867 0 14 66908 18 60390 0 127298 0 127298 0 0 0 0 0 0 0 0 0 0 X X 1 SAUL AND LEE RACHELSON II 2912 WEST SANTIAGO STREET UNIT 1701 TAMPA FL 33629 143625 X 2 SAUL AND LEE RACHELSON II 2912 WEST SANTIAGO STREET UNIT 1701 TAMPA FL 33629 44087 X 3 SAUL AND LEE RACHELSON II 2912 WEST SANTIAGO STREET UNIT 1701 TAMPA FL 33629 57516 X 4 SAUL AND LEE RACHELSON II 2912 WEST SANTIAGO STREET UNIT 1701 TAMPA FL 33629 34238 X 1 STOCK 143625 2024-08-26 2 STOCK 44087 2024-11-14 3 STOCK 57516 2024-11-07 4 STOCK 34238 2024-12-27 ACCOUNTING FEES 4130 2065 2065 INVESTMENT IN SECURITIES 1521977 2552909 DIFFERENCE IN FMV AND COST OF CONTRIBUTED STOCKS 212038 INVESTMENT MANAGEMENT FEES 5264 5264 0 SAUL RACHELSON 2912 WEST SANTIAGO STREET UNIT 1701 TAMPA FL 33629 FOREIGN TAXES PAID 145 145 0 FEDERAL TAXES PAID 820 820 0