2025-08-11T10:12:13-04:00 2024-12-31 593607591 WHEELER & ASSOCIATES PA 7406 FULLERTON STREET SUITE 104 JACKSONVILLE FL 322563588 990PF 2024-01-01 473530320 ELIZABETH BROWN FOUNDATION INC ELIZ 9042580666 2975 OAK STREET JACKSONVILLE FL 32205 ARCHIBALD JAMES FREELS JR DIRECTOR 9042580666 2025-06-19 true R LAMAR WHEELER JR P01413437 9043631099 2025-06-19 2024 2025-03-06 01:10:19Z X 498349 X X 708 708 708 10967 10967 10967 29905 46748 23748 41580 35423 11675 1800 1800 1800 6271 6271 6271 8071 8071 8071 0 23500 23500 31571 8071 8071 23500 10009 27352 3604 19272 20812 20812 2628 2628 8089 378653 387122 469448 400553 410562 498349 0 X 400553 410562 400553 410562 400553 410562 400553 10009 410562 410562 23748 380 380 380 380 false false false false false false false true true false false false false true N/A ARCHIBALD JAMES FREELS JR 9042580666 2975 OAK STREET JACKSONVILLE FL 32205 false false false false false false false false false false false false false false false false false false false false ARCHIBALD JAMES FREELS JR 2975 OAK STREET JACKSONVILLE FL 32205 DIRECTOR 000.00 0 0 0 MOLLY M BOYD 3722 PINE STREET JACKSONVILLE FL 32205 DIRECTOR 000.00 0 0 0 HOLEN COVINGTON 3817 ST JOHNS AVE JACKSONVILLE FL 32205 DIRECTOR 000.00 0 0 0 DUNCAN SAWYER 5151 YACHT CLUB ROAD JACKSONVILLE FL 32210 DIRECTOR 000.00 0 0 0 NONE NONE N/A 468629 18841 0 487470 487470 7312 480158 24008 24008 380 380 23628 23628 23628 23500 23500 23628 8150 23500 8150 15350 8278 X JACKSONVILLE ZOO AND GARDENS 370 ZOO PARKWAY JACKSONVILLE FL 32218 DONATION 5500 SPRINGFIELD KITTY CAT SHACK 1918 SILVER ST JACKSONVILLE FL 32206 DONATION 5500 LUCKY CAT ADOPTIONS PO BOX 8490 FLEMING ISLAND FL 32206 DONATION 5500 FRIENDS OF JACKSONVILLE ANIMALS 2020 FOREST STREET JACKSONVILLE FL 32204 DONATION 7000 23500 708 10967 29905 41580 41580 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1800 1800 1800 151.676 SHR OF FIRST EAGLE FUNDS 2015-07 PURCHASE 2024-04 10000 8183 1817 190.70 SHR OF AMERICAN FUNDS GROWTH 2015-08 PURCHASE 2024-04 13000 8660 4340 32.528 MARATHON PETROLEUM 1506 4538 23.477 ROSS STORES 1122 3551 267.928 AMCAP FUND INC AT COST 8773 11612 844.857 AMERICAN FUNDS WASHINGTON AT COST 37504 51942 779.021 AMERICAN MUTUAL FUND AT COST 30184 42955 203.293 AMERICAN CAP INCOME BUILDER AT COST 12071 14003 570.183 AMERICAN GROWTH FUND AT COST 34271 42290 301.383 AMERICAN CAPITAL WORLD G&I AT COST 14795 19123 478.117 AMERICAN INVESTMENT COMPANY AT COST 19133 27554 366.387 AMERICAN INT'L GROWTH & INC AT COST 11775 13142 1011.242 BLACKROCK STRATEGIC INCOPP AT COST 10148 9576 560.436 BLACKROCK GLOBAL ALLOCATION AT COST 10474 10480 233.683 BLACKROCK LARGE CAP FOCUS VA AT COST 4403 4379 896.414 BNY MELLON INSIGHT CORE PLUS AT COST 9713 8148 341.007 LEGGMASON CLEARBRIDGE TACDIV AT COST 5786 8549 354.337 DWS CROCI EQUITY DIVIDEN AT COST 16928 19216 721.946 FIRST EAGLE GLOBAL CLASS I AT COST 40137 48666 1097.526 FIRST EAGLE GLOB INC BUILD AT COST 12169 14279 32.133 HARBOR INTERNATIONAL AT COST 1085 1422 409.375 LOOMIS SAYLES STRATEGIC INCO AT COST 6230 4921 362.681 MAINSTAY EPOCH GLOBAL EQUITY AT COST 6882 7964 688.803 MAINSTAY INCOME BUILDER AT COST 13298 14079 609.467 MFS VALUE AT COST 23153 29736 347.649 NUVEEN PREFERRED SECURITIES AT COST 5871 5399 203.991 NUVEEN SANTA BARBARA DIVIDEN AT COST 7846 12503 372.465 INVESCO GLOBAL ALLOCATION AT COST 6853 7181 390.719 PRIMECAP ODYSSEY STOCK AT COST 11122 13136 439.843 DIVERSIFIED INCOME FUND PGDI AT COST 6071 5177 414.957 TOUCHSTONE /PY AIG FOCUSED AT COST 7133 7457 558.448 INVEST MAN ZACKS ALL CAP COR AT COST 13314 14559 INDIRECT OTHER PROFESSIONAL FEES 6271 6271 6271