2025-03-27T14:30:38-04:00 2024-12-31 301218770 WALLACE & ASSOCIATES PA 13450 CORAL DR FORT MYERS FL 33908 990PF 2024-01-01 383391369 RUDLAFF FAMILY FOUNDATION RUDL 2394703016 12701 MASTIQUE BEACH BLVD RM 1904 FORT MYERS FL 33908 F RICHARD RUDLAFF III TRUSTEE 2394812515 2025-03-27 true true GARY F WALLACE P00546363 2399360119 2025-03-27 2024 2025-03-06 01:10:19Z X 191118 X 40836 X 5899 5894 5899 36941 98671 83676 5894 5899 1955 36080 38035 0 0 32000 32000 70035 0 32000 13641 5894 5899 33039 64596 64596 58808 45082 69288 60908 56596 57234 152755 166274 191118 0 X 152755 166274 152755 166274 152755 166274 152755 13641 166396 122 166274 82 82 82 82 false false false false false false false true true MI true false false false false true N/A WALLACE & ASSOCIATES PA 2399360119 13450 CORAL DRIVE FORT MYERS FL 33908 false false false false false false false false false false false false false false false false false false false false F RICHARD RUDLAFF III 12701 MASTIQUE BEACH BLVD FORT MYERS FL 33908 TRUSTEE 000.00 0 0 0 NONE NONE N/A 72465 48818 58784 180067 180067 2701 177366 8868 8868 82 82 8786 8786 8786 32000 32000 8786 23796 40438 31140 11861 31497 138732 32000 8786 23214 161946 0 23796 138150 40438 31140 11861 31497 23214 F RICHARD RUDLAFF III 12701 MASTIQUE BEACH BLVD FORT MYERS FL 33908 2394703016 WRITTEN REQUEST N/A A NEED RESULTING DIRECTLY FROM AN IDENTIFIABLE, SUDDEN, AND UNEXPECTED EVENT. THE INABILITY TO PROVIDE FOR THE BASIC NECESSITIES OF LIFE SUCH AS FOOD, CLOTHING, HOUSING, FURNITURE AND OTHER ITEMS OF BASIC SUSTENANCE. AN UNUSUAL AND UNINSURED MEDICAL EXPENSE CAUSED BY SEVERE ILLNESS OR ACCIDENT. A NEED FOR SUPPLEMENTAL ASSISTANCE BY AN AGED OR HANDICAPPED INDIVIDUAL WITH INSUFFICIENT INCOME TO MAINTAIN A MINIMUM STANDARD OF LIVING. PENRICKTON CENTER FOR BLIND CHILDRE 26530 EUREKA ROAD TAYLOR MI 48180 PUBLIC ASSISTANCE FOR BLIND CHILDREN 5000 SALVATION ARMY 10291 MCGREGOR BLVD FORT MYERS FL 33919 PUBLIC ASSISTANCE TO PEOPLE IN NEED 5000 LACES OF LOVE 1976 BETHANY PLACE NAPLES FL 341091437 PUBLIC PROVIDE NEW SHOES FOR LOW INCOME 1000 GLADIOLUS FOOD PANTRY 10511 GLADIOLUS DRIVE FORT MYERS FL 33908 PUBLIC PROVIDING FOOD FOR THE LESS FORTUNAT 2000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PUBLIC INTERNATIONAL CRISIS RESPSONSE 5000 MICHIGAN ANIMAL RESCUE LEAGUE 790 FEATHERSTONE PONTIAC MI 48342 PUBLIC PROVIDE ANIMAL WELFARE 1000 GULF COAST HUMANE SOCIETY 2010 ARCADIA STREET FORT MYERS FL 33916 PUBLIC ANIMAL WELFARE ORGANIZATION 2500 PAWS WITH A CAUSE 4646 S DIVISION STREET WAYLAND MI 49348 PUBLIC ANIMAL WELFARE ORGANIZATION 5000 ALZHEIMER ASSOCIATION PO BOX 37022 BOONE IA 50037 PUBLIC ASSIST INDIVIDUALS WITH MEMORY ISSUE 2000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PUBLIC ASSIST FIRST RESPONDERS 1500 HARRY CHAPIN FOOD BANK 3760 FOWLER STREET FORT MYERS FL 33901 PUBLIC PROVIDE FOOD TO THE LESS FORTUNATE 2000 32000 5899 36941 42840 42840 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1955 COSTCO 2015-01 PURCHASE 2024-11 41969 6347 35622 FIRST TRUST PREFERRED SECURITIES 2024-01 PURCHASE 2024-12 106 103 3 FIRST TRUST PREFERRED SECURITIES 2024-06 PURCHASE 2024-12 70 73 -3 FIRST TRUST PREFERRED SECURITIES 2024-11 PURCHASE 2024-12 652 664 -12 ISHARES 2024-11 PURCHASE 2024-12 1117 1203 -86 ISHARES 2023-11 PURCHASE 2024-06 995 860 135 ISHARES 2024-11 PURCHASE 2024-12 2308 2436 -128 ISHARES 2023-11 PURCHASE 2024-06 2620 2176 444 ISHARES 2024-11 PURCHASE 2024-12 2591 2626 -35 ISHARES 2023-11 PURCHASE 2024-06 2195 1811 384 ISHARES 2024-11 PURCHASE 2024-12 2967 2989 -22 ISHARES 2023-11 PURCHASE 2024-06 676 622 54 ISHARES 2024-11 PURCHASE 2024-12 2385 2453 -68 ISHARES 2023-12 PURCHASE 2024-01 6251 6272 -21 ISHARES 2023-12 PURCHASE 2024-01 1564 1556 8 ISHARES 2024-11 PURCHASE 2024-12 5789 5805 -16 ISHARES 2024-11 PURCHASE 2024-12 1534 1596 -62 JP MORGAN BETABUILDERS 2024-01 PURCHASE 2024-06 183 184 -1 JP MORGAN BETABUILDERS 2024-01 PURCHASE 2024-12 557 553 4 JP MORGAN BETABUILDERS 2024-11 PURCHASE 2024-12 2969 2992 -23 ISHARES 2020-11 PURCHASE 2024-06 536 440 96 ISHARES 2023-11 PURCHASE 2024-12 670 587 83 ISHARES 2020-11 PURCHASE 2024-06 1170 877 293 ISHARES 2023-11 PURCHASE 2024-12 1497 1214 283 ISHARES 2023-11 PURCHASE 2024-12 1814 1385 429 ISHARES 2020-11 PURCHASE 2024-06 549 363 186 ISHARES 2023-11 PURCHASE 2024-12 1780 1358 422 ISHARES 2023-11 PURCHASE 2024-12 199 187 12 ISHARES 2022-09 PURCHASE 2024-06 51 50 1 ISHARES 2023-11 PURCHASE 2024-12 982 954 28 ISHARES 2020-11 PURCHASE 2024-06 981 747 234 ISHARES 2023-11 PURCHASE 2024-12 859 713 146 JP MORGAN CORE PLUS ETF 2020-07 PURCHASE 2024-06 275 332 -57 JP MORGAN CORE PLUS ETF 2020-07 PURCHASE 2024-12 6431 7700 -1269 JP MORGAN CORE PLUS ETF 2021-12 PURCHASE 2024-12 231 273 -42 JP MORGAN EQUITY ETF 2021-12 PURCHASE 2024-06 108 123 -15 JP MORGAN EQUITY ETF 2021-12 PURCHASE 2024-12 1040 1106 -66 BONDS 56596 57234 EQUITIES 45082 69288 2023 FEDERAL INCOME TAX 55 ROUNDING 67 EXPENSES ADVISORY FEE-FIDELITY 1571 REGISTRATION FEES 20 BOOK/TAX DIFFERENCE ON CONTRIBUTED STOCK 34489