2025-11-17T12:23:03-08:00 2024-12-31 592975197 AUSTIN GILLMAN & LOVANO PLLC 901 NW 57th STREET GAINESVILLE FL 32605 990PF 2024-01-01 263851805 The Patti Shively Foundation Inc PATT 901 NW 57th Street Gainesville FL 32605 Jamie A Martin President 2025-11-17 true true Laura L Gillman P01402296 3523317373 2024 2025-03-06 01:10:19Z X 48728 X 51515 148 148 148 267 267 267 -250 5165 98 28 51708 415 513 60000 60000 5200 5200 264 264 4590 4590 25 70079 264 69790 0 0 70079 264 69790 -18371 151 513 41117 26518 26518 7345 3581 3092 17550 16074 16074 1558 1558 1576 3044 3044 67588 49217 48728 0 X 67588 49217 67588 49217 67588 49217 67588 -18371 49217 49217 8 iShares Broad USD P 2024-01-01 2024-04-03 289 279 10 10 14 Vaneck Emerging Markets P 2024-01-01 2024-04-03 264 253 11 11 2.834 Cohen & Steers realty P 2000-01-01 2024-08-07 190 163 27 27 75.224 Doubleline Total Return P 2000-01-01 2024-08-07 671 785 -114 -114 14 iShares Broad USD P 2024-01-01 2024-08-07 511 488 23 23 4 iShares core 1-5 year P 2024-01-01 2024-08-07 192 189 3 3 90.241 Pimco Total Return A P 2000-01-01 2024-08-07 786 929 -143 -143 8 Schwab U.S Large Cap ETF P 2000-01-01 2024-08-07 492 435 57 57 53.52 TCW Emerging Markets P 2000-01-01 2024-08-07 449 502 -53 -53 14 Vaneck Emerging Markets P 2024-01-01 2024-08-07 269 253 16 16 6 Vanguard long Term Bond P 2024-01-01 2024-08-07 436 401 35 35 71.676 Pimco Total Return A P 2000-01-01 2024-11-07 616 738 -122 -122 -250 98 2 2 2 14 14 12 0 12 false false false false false false false true true FL true false false false false true N/A Laura L Gillman 3523317373 901 NW 57th Street Gainesville FL 326056416 false false false false false false false false false false false false false false false false false false false false false false Jamie A Martin 598 SW 97th Terrace Gainesville FL 32607 President 20.00 60000 John C Bovay 3940 NW 16th Blvd Bldg B Gainesville FL 32605 Director 0.00 0 Will D Olinger III 2700 NW 43rd Street Suite A Gainesville FL 32606 Director 0.00 0 Laura L Gillman 901 NW 57th Street Gainesville FL 32605 Director 0.00 0 Matthew J Shively 38 Bush Avenue Greenwich CT 06830 Director 0.00 0 Nicole M Riordan 2675 Military Pike Lexington KY 40513 Director 0.00 0 Patricia A Shively 608 SW 97th Terrace Gainesville FL 32607 Director 0.00 0 NONE NONE 7481 29528 16427 53436 0 53436 802 52634 2632 2632 2 2 2630 2630 2630 69790 69790 2630 67455 69667 71008 573806 253726 1035662 69790 0 2630 67160 1102822 0 67455 1035367 69667 71008 573806 253726 67160 X 14 148 14 267 28 -250 443 -250 193 false false false false false false false false false false X X 1 Patricia A Shively 608 SW 97th Terrace Gainesville FL 32607 51515 X 5200 0 0 5200 Cohen & Steers Realty Shares 30 34 Pimco Total Return A 550 543 Artisan Intl Value Fund 199 219 DoubleLine Total Return Bond Fund 537 500 Invesco Oppenheimer Intl Growth Fund 269 222 Schwab U.S. Large Cap ETF 217 278 SPDR S&P 400 Mid Cap ETF (SPMD) 44 55 JPMorgan Diversified Return U.S. 164 187 Invesco Developing Markets 126 105 iShares Core U.S. Aggregate Bond ETF 294 291 Pacer Trendpilot U.S. Large Cap ETF 79 107 VanEck Emerging Markets High Yield Bond 253 iShares Broad USD High Yield Corp. Bond 384 110 Vanguard Long-Term Bond ETF 134 137 iShares Core 1-5 Year USD Bond 94 96 iShares Int Gov Credit Bond ETF 207 208 Machinery and Equipment 1558 1558 Distributions Receivable 1515 3030 3030 Prepaid Income Tax 14 14 14 Bank Charges 25 Other Investment Income 28 Investment Expenses 61 61 0 0 Management Fees 132 132 0 0 Professional fees 71 71 0 0 Payroll Taxes 4590 4590