2025-11-14T11:34:49-05:00 2025-06-30 590673514 BUNTING TRIPP & INGLEY LLP 230 EAST TILLMAN AVENUE LAKE WALES FL 338533714 990PF 2024-07-01 592712359 JOHN & MARTHA CARTER FOUNDATION JOHN 8636763795 1316 HIGHLAND PARK DR S LAKE WALES FL 33898 JUNE C ULLMAN TRUSTEE 8632919087 2025-11-14 true true MICHELLE G HURST P00297526 8636767981 2025-11-14 2024 2025-03-06 01:10:19Z X 15711 X X 17 17 17818 17818 58820 135033 76655 17835 1950 10584 10584 6 6 12540 10590 0 56200 49700 68740 10590 49700 7915 7245 3436 15711 15711 421197 422348 424633 438059 15711 48700 54300 87 48787 54300 X 170000 170000 205846 213759 375846 383759 424633 438059 375846 7915 383761 2 383759 101 101 101 101 false false false false false false false true true FL true false false false false true N/A MICHELLE G HURST 8636767981 230 EAST TILLMAN AVENUE LAKE WALES FL 33853 false false false false false false false false false false false false false false false false false false false false JUNE C ULLMAN 1316 SOUTH HIGHLAND PARK DRIVE LAKE WALES FL 33898 TRUSTEE 1.00 0 0 0 C ADAM CARTER 2294 COUNTY ROAD 157 ENTERPRISE AL 363307718 TRUSTEE 1.00 0 0 0 REBECCA C YOUMANS 221 LA CASA LAKE WALES FL 33898 TRUSTEE 1.00 0 0 0 NONE NONE N/A 1084880 11699 0 1096579 1096579 16449 1080130 54007 54007 101 101 53906 53906 53906 49700 49700 53906 6078 49700 6078 43622 10284 X LAKE WALES CHARTER SCHOOLS FOUNDATI PO BOX 3309 LAKE WALES FL 338593309 TAX EXEMPT TO ENHANCE EDUCATION PROGRAM 12000 CAMP JOY FLORIDA 1 CLEVELAND ST STE 210 GREENVILLE SC 296014799 TAX EXEMPT SPECIAL NEEDS YOUTH CAMP 3000 VANGUARD SCHOOL OF LAKE WALES 22000 HWY 27 NORTH LAKE WALES FL 33853 TAX EXEMPT TO ENHANCE EDUCATION PROGRAM 6000 LAKE WALES LIBRARY ASSOCIATION 290 CYPRESS GARDENS LANE LAKE WALES FL 33853 TAX EXEMPT TO PROMOTE LITERACY 3000 CASE FOR SMILES 1903 N LAKE HOWARD BLVD WINTER HAVEN FL 33881 TAX EXEMPT HELPING CHILDREN BATTLE DISEASE 3500 FLORIDA FFA FOUNDATION 5000 FIRETOWER ROAD HAINES CITY FL 33844 TAX EXEMPT TO MAKE BETTER LEADERS 5000 SALVATION ARMY OF POLK COUNTY PO BOX 1069 WINTER HAVEN FL 33882 TAX EXEMPT TO AID FLORIDA DISASTER RELIEF 500 LAKE WALES PRAM FLEET 1316 S HIGHLAND PARK DR LAKE WALES FL 33898 TAX EMEMPT TO PROVIDE YOUTH LEARNING ACTIVITIES 7000 LAKE WALES HIGH SCHOOL BOOSTER CLUB 1316 S HIGHLAND PARK DR LAKE WALES FL 33898 TO ENHANCE EDUCATIONAL PROGRAMS 2700 LAKE WALES CARE CENTER 140 E PARK AVE LAKE WALES FL 33853 TAX EXEMPT TO CONNECT THOS IN NEED 2000 STIRRING WATERS 237 GOLDEN BOUGH RD LAKE WALES FL 33898 TAX EXEMPT AQUATIC EXPERIENCE FOR THE DISABLED 5000 49700 14 17 14 17818 58820 17835 58820 76655 false false false false false false false false false false ACCOUNTING 1950 CHARLES SCHWAB PURCHASE 11635 12015 -380 CHARLES SCHWAB PURCHASE 123398 64198 59200 SEE ATTACHED - MARKETABLE SECURITIES STOCKS & EQUITY INVEST (COST) 422348 EXCISE TAX ACCRUAL 2 EXPENSES MISCELLANEOUS EXPENSES 7 7 ADJUSTMENT -1 -1 EXCISE TAX PAYABLE 87 MANAGEMENT FEES 10584 10584