2025-03-08T12:18:05-05:00 2024-06-30 FL-2024-10 MILTON FEMA 3622-EM 593026738 VAN MIDDLESWORTH & COMPANY PA CPA'S 678 4TH ST N SAINT PETERSBURG FL 33701 990PF 2023-07-01 597112797 THE MARY C FORBES FOUNDATION C/O D'ARCY R CLARIE MARY 7273450041 1101 PASADENA AVE SOUTHSUITE 3 SOUTH PASADENA FL 337072891 D'ARCY R CLARIE TRUSTEE SEE ATTACHED 7273450041 2024-12-09 false GUY VANMIDDLESWORTHCPAPFS P00359433 7278212006 2025-03-08 2023 2025-03-06 01:10:19Z FL-2024-10 MILTON FEMA 3622-EM X 907533 X X 25055 25055 25055 53047 377548 2802 2802 80904 25055 27857 25000 47500 23750 3634 3634 6530 3265 7974 7974 4174 2424 94812 41047 0 161100 161100 255912 41047 161100 -175008 0 27857 105900 75917 75917 973644 828013 831616 1079544 903930 907533 0 X 1079544 903930 1079544 903930 1079544 903930 1079544 -175008 904536 606 903930 0 false false false false false false false true true true false false false false true HTTPS://MARYCFORBESFOUNDATION.COM D'ARCY R CLARIE 7273450041 1101 PASADENA AVE S SUITE 3 SOUTH PASADENA FL 337072891 false false false false false false false false false false false false false false false false false false false false D'ARCY R CLARIE 1101 PASADENA AVE S SUITE 3 SOUTH PASADENA FL 33707 TRUSTEE SEE 000.00 25000 0 0 NONE NONE THE MARY C. FORBES CHARITABLE FOUNDATION WAS ESTABLISHED BY THE TESTAMENTARY PROVISION OF MARY C. FORBES REVOCABLE TRUST AGREEMENT. MS. FORBES WAS AN ACTIVE AND COMMITTED MEMBER OF THE ROMAN CATHOLIC CHURCH, ST. PETERSBURG DIOCESE. THE TRUST CREATED AN ONGOING FOUNDATION IN THE FORM OF A CONTINUING TRUST TO PROVIDE SCHOLARSHIPS FOR STUDENTS WHO RESIDE WITHIN THE DIOCESE OF ST. PETERSBURG AND ARE ACTIVE PRACTITIONERS OF THE ROMAN CATHOLIC FAITH FOR THE PURPOSE OF SEEKING THEIR CATHOLIC EDUCATION. THE SCHOLARSHIPS ARE AVAILABLE FOR STUDENTS RESIDING IN THE DIOCESE WHO ARE ATTENDING OR APPLYING TO CATHOLIC ELEMENTARY, MIDDLE, AND HIGH SCHOOLS. AWARD OF A GRANT IS BASED ON A VARIETY OF FACTORS INCLUDING FINANCIAL NEED AS WELL AS ACADEMIC MERIT, TAKING INTO CONSIDERDATION THE GRADE LEVEL OF THE APPLICANT. THE RECIPIENT OF A SCHOLARSHIP MUST CONTINUE TO REFLECT FINANCIAL NEED, DISPLAY ACADEMIC ACHIVEVEMENT AND CONTINUE TO ACTIVELY PRACTICE THE ROMAN CATHOLIC FAITH. THE SOLE SOURCE OF INCOME N/A 928159 110776 0 1038935 1038935 15584 1023351 51168 51168 51168 51168 51168 161100 161100 51168 132623 96437 55232 45632 62704 392628 161100 51168 109932 502560 0 132623 369937 96437 55232 45632 62704 109932 MS JOANNE CLARIE 7226 13TH AVENUE NORTH ST PETERSBURG FL 33710 JC@CLARIELAW.COM STUDENT APPLICATIONS ARE AVAILABLE OF THE FOUNDATION'S WEBSITE, AT HTTPS://MARYCFORBESFOUNDATION.COM/APPLICATIONS/. COMPLETED APPLICATIONS CAN BE UPLOADED ON THE WEBSITE OR MAILED TO THE FOUNDATION. APRIL 30TH STUDENTS MUST RESIDE IN THE DIOCESE OF ST. PETERSBURG, FLORIDA WHO ARE APPLYING TO ATTEND A CATHOLIC ELEMENTARY, MIDDLE OR HIGH SCHOOL. SCHOLARSHIPS DO NOT INCLUDE THE EARLY CHILDHOOD CENTERS AND THE PRIVATE SCHOOLS OF THE DICOSES OF ST. PETERSBURG, ACADEMY OF THE HOLY NAMES ELEMENTARY AND HIGH SCHOOL, JESUIT HIGH SCHOOL, AND CRISTO REY TAMPA. THE STUDENT APPLICANT MUST BE AN ACTIVE PRACTITIONER OF THE ROMAN CATHOLIC FAITH. BISHOP MCLAUGHLIN CATHOLIC HIGH SCH 13651 HAYS RD SPRING HILL FL 34610 STUDENT SCHOLARSHIPS 16000 CLEARWATER CENTRAL CATHOLIC HIGH SC 2750 HAINES BAYSHORE RD CLEARWATER FL 33760 STUDENT SCHOLARSHIPS 14500 CORPUS CHRISTI CATHOLIC SCHOOL 9715 N 56TH ST TEMPLE TERRACE FL 33617 STUDENT SCHOLARSHIPS 500 ESPIRITU SANTO CATHOLIC SCHOOL 2405-A PHILIPPE PKWY SAFETY HARBOR FL 34695 STUDENT SCHOLARSHIPS 1000 ST LAWRENCE CATHOLIC SCHOOL 5223 N HIMES AVE TAMPA FL 33614 STUDENT SCHOLARSHIPS 2000 ST PETERSBURG CATHOLIC HIGH SCHOOL 6333 9TH AVE N ST PETERSBURG FL 33710 STUDENT SCHOLARSHIPS 60000 TAMPA CATHOLIC HIGH SCHOOL 4630 N ROME AVE TAMPA FL 33603 STUDENT SCHOLARSHIPS 39100 MORNING STAR CATHOLIC SCHOOL PO BOX 850 PINELLAS PARK FL 33780 STUDENT SCHOLARSHIPS 3000 CRISTO REY SALESIAN HIGH SCHOOL 6400 E CHELSEA ST TAMPA FL 33610 STUDENT SCHOLARSHIPS 25000 161100 25055 53047 LIMITED PARTNERSHIPS 2802 80904 80904 false false false false false false false false false false INDIRECT ACCOUNTING FEES 6530 3265 D'ARCY R CLARIE DURING THE MONTHS OF MARCH TRHOUGH SEPTEMBER, THE HOURS EXPENDED ARE EXTENSIVE IN RECEIPT, REVIEW, AND PROCESSING OVER 1,500 APPLICATIONS FROM ELEMENTARY SCHOOLS, MIDDLE SCHOOLS, AND HIGH SCHOOLS. TELEPHONE CONFERENCES ARE HELD WITH MANY OF THE ELEMENTARY AND HIGH SCHOOL PRINCIPALS AS WELL AS WITH THEIR BOOKKEEPING STAFF. ADDITIONAL TELEPHONE AND WRRITEN CORRESPONDENCE IS MADE WITH THE CHURCH PASTORS, PARENTS, AND WITH THE STUDENTS THEMSELVES WHEN NECESSARY. FOR THE REMAINING MONTHS ADDITIONAL TIME IS SPENT IN FINALIZING ACTUAL PAYMENT OF THE SCHOLARSHIPS AS WELL AS ACTUAL MANAGEMENT AND SUPERVISION OF THE TRUST ADMINISTRATION. AS THE SCHOLARSHIP APPLICATIONS INCREASE IN NUMBERS, IT IS ESTIMATED THAT A MINIMUM OF 2,000 HOURS WERE EXPENDED DURING THE REPORTED PERIOD, WHICH IF AVERAGED WOULD RESULT IN A WEEKLY TOTAL OF ABOUT 38 HOURS. 8 SH- FIRST TR EXCH.-TR FD IV HI YLD 2022-11 PURCHASE 2023-09 318 317 1 151 SH-FIRST TR EXCH-TR FD IV HI YLD PURCHASE 2023-09 5999 7143 -1144 28 SH- FIRST TR EXCH-TR FD IV HI YLD 2022-11 PURCHASE 2023-10 1086 1109 -23 279 SH- FIRST TR EX-TR FD IV DUR ION 2023-05 PURCHASE 2023-10 5140 5273 -133 88 SH- FIRST TR EXCH-TR VIII TCW UNC 2022-12 PURCHASE 2023-10 2098 2143 -45 390 SH-ISHARES TR CSCI EMER GING MKT PURCHASE 15165 15187 -22 33 SH- ISHARES TR 7-10 YR T REAS BD 2023-04 PURCHASE 2023-10 3005 3005 242 SH-ISHARES TR 7-10 YR T REAS BD PURCHASE 2023-12 22811 23253 -442 242 SH-LEGG MASON ETF INVT TR FRANKL PURCHASE 2023-10 6423 6419 4 49 SH-SELECT SECT SPDR T R HEALTH CR 2023-10 PURCHASE 2023-12 6558 6388 170 216 SH-FIRST TR EXCH-TR FD IV HI YLD PURCHASE 2023-09 8584 10615 -2031 52 SH- FIRST TR EXCH-TR FD IV HI YLD PURCHASE 2023-10 2017 2553 -536 360 SH-FIRST EXCH-TR FD VI RISING DI PURCHASE 2023-10 16443 15792 651 79 SH-FIRST TR LOW DUR. N OPPORT ETF 2019-07 PURCHASE 2023-10 3719 3719 120 SH-FIRST TR EXCH-TR IV SHORT MAT PURCHASE 2023-10 7140 7190 -50 16 SH- INVESTCO QQQ TR NIT SER 1 PURCHASE 2023-10 5864 1320 4544 578 SH-LEGG MASON ETF INVT TR FRANK PURCHASE 2023-10 15340 15682 -342 150 SH- PROSHARES TR SHORT HI YLD 2022-03 PURCHASE 2023-10 2781 2733 48 13 SH- SPDR S&P 500 ETF TR TR UNIT PURCHASE 2023-10 5616 2685 2931 63 SH-SELECT SECT SPDR T R HLTH CR 2022-04 PURCHASE 2023-12 8431 8691 -260 6 SH- FIRST TR EXCH-TR SE ARCA BIO 2024-04 PURCHASE 2024-05 894 915 -21 205 SH-FIRST TR EXCH-TACTICAL HI YLD 2023-06 PURCHASE 2024-05 8343 8160 183 14 SH- FIRST TR EXCH RBA AMERN INDL 2023-07 PURCHASE 2024-05 1008 762 246 654 SH- FIRST TR EXCH NASDAQ FOOD&BV PURCHASE 2024-03 16076 16035 41 26 SH-FRANKL TEMPL E KLIN FTSE INDIA 2024-05 PURCHASE 2024-05 995 969 26 37 SH- ISHARES TGR LATIN AME 2024-01 PURCHASE 2024-05 1004 1045 -41 519 SH- ISHARES TGR LATIN AME 2024-01 PURCHASE 2024-06 12848 14657 -1809 15 SH-SPDR SER TR S&P META TF 2024-03 PURCHASE 2024-05 948 863 85 135 SH-FIRST MORNINGSTAR DERS INDEX 2022-06 PURCHASE 2024-05 5062 5199 -137 15 SH-FIRST TR EXCH CONSUM STAPLES 2022-04 PURCHASE 2024-05 980 993 -13 29 SH- FIRST TR EXCH-UTILS ALPHADEX 2022-09 PURCHASE 2024-05 980 980 367 SH-FIRST TR EXCH-TACTICAL HI YLD PURCHASE 15002 14529 473 135 SH-FIRST TR EXCH-LTD DUR INVT GR 2023-05 PURCHASE 2024-05 2514 2552 -38 56 SH- FIRST TR EXCH-RISING DIV ACHE 2021-06 PURCHASE 2024-05 3035 2732 303 82 SH-FIRST TR EXCH-GLOBAL TACTICAL 2023-01 PURCHASE 2024-05 2018 2009 9 83 SH-FIRST TR EXCH-LOW DUR OPP ET F 2023-09 PURCHASE 2024-05 3009 3241 -232 59 ST-FIRST TR EXCH-ENHAN SH MATUR 2017-03 PURCHASE 2024-05 3528 3539 -11 125 SH-FIRST TR EXCH-TR II TCW UNCON 2022-12 PURCHASE 2024-05 3033 3044 -11 5 SH- INVESCO QQQ TR UNIT PURCHASE 2024-05 2285 519 1766 31 SH-INVESCO EXCH-TRA S&P 500 EQ WT 2013-02 PURCHASE 2024-05 5055 1795 3260 43 SH- ISHARES TR C DGED MSCI EAFE 2018-10 PURCHASE 2024-05 1517 1286 231 87 SH- PROSHARES TR SHORT H 2022-03 PURCHASE 2024-05 1510 1585 -75 32 SH- SPDR S&P 500 ETF TR PURCHASE 16693 6414 10279 9 SH- SPDR GOLD TR GOLD SH 2019-04 PURCHASE 2024-05 1946 1089 857 71 SH- FIRST TR MORNINGSTAR DIV LEAD PURCHASE 2023-10 2319 2486 -167 6 SH- FIRST TR EXCH-VI RISING DI VID 2022-10 PURCHASE 2023-10 269 249 20 20 SH- FIRST TR EXCH IV ENHAN SHORT 2022-10 PURCHASE 2023-10 1188 1187 1 11 SH- INVESCO EXCH-TR S&P 500 EQ WT 2023-02 PURCHASE 2023-10 1521 1682 -161 319 SH- FIRST MORNINGSTAR DIV LEADER PURCHASE 2023-10 10420 11410 -990 319 SH-FIRST TR EXCH VI RISING DIV PURCHASE 2023-10 14312 16324 -2012 42 SH-FIRST TR EXCH IV FIRST ENHAN PURCHASE 2023-10 2496 2522 -26 27 SH- INVESCO QQQ TR UNIT SER 1 PURCHASE 2023-10 9572 2929 6643 245 SH- INVESCO EXCH-S&P 55 EQ WT PURCHASE 2023-10 33883 26196 7687 111 SH- SPDR S&P 500 ETF TR TR UNIT PURCHASE 2023-10 46747 23387 23360 GRIFFIN-AMERICAN HEALTHCARE REIT 90000 90000 30460 KBS III 60087 179000 179000 100612 ETF'S- A/C PVH-091048 86090 ETF'S- A/C PVH-091022 273174 ETF'S- A/C PVH-901030 345380 557975 699506 FEDERAL PAYROLL TAX OVERPAYMENT 1038 1038 LATE PAID PENALTIES & INTEREST 606 EXPENSES ACCOUNTING & BOOKKEEPING SVCS 3500 1750 COMPUTER & INTERNET 674 674 BANK SERVICE CHGS LIMITED PARTNERSHIPS 2802 2802 MANAGEMENT FEES-PVH-091048 663 663 MANAGEMENT FEES-PVH-091022 809 809 MANAGEMENT FEES-PVH-091030 6502 6502 HURRICAN MILTON FL-2024-10 MILTON, FEMA 3622-EM