2025-11-13T15:40:26-06:00 2024-12-31 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990PF 2024-01-01 597261732 Mahaffey Family Foundation MAHA 7278233399 147 Second Avenue South 300 St Petersburg FL 33701 Mark T Mahaffey Co-Trustee and CEO 7278233399 2025-11-12 1 1 Rebekuh Eley P01247672 3126343400 2025-11-12 2024 2025-03-06 01:10:19Z X 665606 X X 1955 1955 21431 21431 38920 258041 38920 62306 62306 0 3056 3056 0 0 1600 800 0 800 1200 0 0 0 28 28 0 0 5884 3884 0 800 80000 80000 85884 3884 0 80800 -23578 58422 0 18119 14337 14337 360532 342725 463898 191203 189214 187371 569854 546276 665606 0 0 X 0 0 0 0 569854 546276 569854 546276 569854 546276 569854 -23578 0 546276 0 546276 Publicly Traded Securities 258016 219121 38895 38895 Capital Gains Dividends P 25 25 25 38920 812 0 812 0 812 1428 0 0 0 1428 0 616 616 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A Hancock Whitney Bank 7278248705 101 Central Avenue St Petersburg FL 33701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mark T Mahaffey 147 Second Avenue South Ste 300 St Petersburg FL 33701 CEO 0.50 0 0 0 Hancock Whitney Bank 101 Central Avenue South St Petersburg FL 33701 Trustee 4.00 3056 0 0 NONE 0 NONE 0 0 693220 29684 0 722904 0 0 722904 10844 712060 35603 35603 812 812 34791 0 34791 0 34791 80800 0 80800 34791 0 0 46893 41100 105000 51735 42643 287371 80800 0 0 0 34791 46009 0 0 333380 0 0 0 0 0 0 46893 286487 41100 105000 51735 42643 46009 Mark T Mahaffey X Clothes to Kids 1059 North Hercules Avenue Clearwater FL 33765 PC General operating support 10000 Community Foundation Tampa Bay 4300 W Cypress St Ste 700 Tampa FL 33607 PC General operating support 20000 Lutheran Church of the Cross Day School 4545 Chancellor Street St Petersburg FL 33703 PC General operating support 20000 Sisters of Providence 1 Sisters of Providence Road Saint MaryoftheWood IN 47876 PC Support of the grotto refurbishing project 15000 St Petersburg Free Clinic 863 3rd Ave N St Petersburg FL 33705 PC General operating support 7500 St Thomas Episcopal Church 1200 Snell Isle Blvd NE St Petersburg FL 33704 PC Support of relief efforts following hurricanes Helene and Milton 7500 80000 0 14 1955 14 21431 18 38920 0 62306 0 62306 0 0 0 0 0 0 0 0 0 0 Accounting Fees 1600 800 0 800 Bank of America Corp 3.248% 21 Oct 2027 25297 24092 iShares 1-5 Year Investment Grade Corporate Bond ETF 4895 5170 iShares 5-10 Year Investment Grade Corporate Bond ETF 5957 5151 iShares iBonds Dec 2026 Term Corporate ETF 16006 16007 iShares iBonds Dec 2028 Term Corporate ETF 15946 15936 iShares iBonds Dec 2029 Term Corporate ETF 15970 15960 iShares iBonds Dec 2030 Term Corporate ETF 16018 16020 iShares iBonds Dec 2031 Term Corporate ETF 15988 15975 iShares iBonds Dec 2032 Term Corporate ETF 15983 15977 iShares iBonds Dec 2033 Term Corporate ETF 16081 16064 iShares iBonds Dec 2034 Term Corporate ETF 16034 16033 TotalEnergies Capital International SA 2.434% 10 Jan 2025 25039 24986 AbbVie INC 7666 10662 Accenture PLC 6360 12313 Aflac Inc 4072 9310 American Water Works Co Inc 9392 9337 Amgen Inc 11132 11468 Apple Inc 7372 10017 Bank of New York Mellon Corp/The 5629 9604 Best Buy Co Inc 5896 4376 Blackrock Inc 7284 10251 Chevron CORP 7001 9415 Coca-Cola Co/The 11692 14008 Duke Energy Corp 10748 12390 Exxon Mobil Corp 14162 13984 Fastenal Co 9792 12225 General Dynamics Corp 4584 9222 General Mills Inc 5423 5420 Home Depot Inc/The 6192 13615 International Business Machines Corp 5657 6595 Johnson & Johnson 7702 8677 JPMorgan Chase & Co 7100 14383 L3Harris Technologies Inc 10315 10514 Materials Select Sector SPDR Fund 8959 8414 McDonald's CORP 5768 10146 Medtronic PLC 14480 13979 Merck & Co Inc 5576 9451 Microsoft CORP 1088 16860 Nasdaq Inc 5430 9664 NextEra Energy Inc 6503 11040 Paychex Inc 2631 9815 PepsiCo Inc 3540 9124 Pfizer Inc 10421 8622 PNC Financial Services Group Inc/The 5791 8678 Procter & Gamble CO/THE 7459 10897 Prologis Inc 4796 7927 Realty Income Corp 9057 9614 Southern Co/The 5620 6586 Stanley Black & Decker Inc 10192 8430 Texas Instruments Inc 11661 15001 Union Pacific Corp 8426 11402 UnitedHealth Group INC 5230 7588 United Parcel Service Inc 3628 7062 US Bancorp 14667 11957 Verizon Communications Inc 14820 12597 Walt Disney Co/The 5531 6124 Waste Management Inc 6280 15134 Investment Expense 28 28 0 0 Federal Tax Liability 1200 0 0 0