2025-07-15T13:41:10-05:00 2024-11-30 204193611 Batts Morrison Wales & Lee PA 801 North Orange Avenue Suite 800 Orlando FL 32801 990PF 2023-12-01 656040055 Folke H Peterson Charitable Foundation TW 920-041275201496 FOLK 4072374485 333 South Garland Avenue 17th Floo Orlando FL 32801 Melanie Cianciotto Client Manager, Truist Bank 4072374485 2025-06-09 1 1 Michele M Wales CPA P00428093 4077706000 2025-06-09 2023 2025-03-06 01:10:19Z X 5627983 X X 15900 15900 28287 784957 28287 44187 44187 29325 7331 21994 7440 3720 3720 9510 4755 4755 1950 1950 0 2290 2290 0 614 154 460 51129 20200 30929 317000 317000 368129 20200 347929 -323942 23987 39721 5284 5284 880254 880254 880254 4945000 872617 677699 677699 1792592 1563237 5627983 0 0 X 1792592 1563237 1792592 1563237 1792592 1563237 1792592 -323942 94587 1563237 0 1563237 Capital gains dividends P 7878 7878 7878 Publicly traded securities P 410431 410124 307 307 Publicly traded securities P 366648 346546 20102 20102 28287 333 0 333 0 333 2124 0 0 0 2124 0 1791 1791 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A Truist Bank 4072374485 333 South Garland Avenue 17th Floor Orlando FL 32801 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Truist Bank 333 South Garland Ave 17th Floor Orlando FL 32801 Co-Trustee 2.00 29325 0 0 Wildlife Care Center 300 SW 4th Ave Fort Lauderdale FL 33315 Co-Trustee 1.00 0 0 0 University of Florida PO Box 14425 Gainesville FL 32604 Co-Trustee 1.00 0 0 0 University of Miami PO Box 248106 Coral Gables FL 33124 Co-Trustee 1.00 0 0 0 NONE 0 NONE 0 0 671746 17814 4945000 5634560 0 0 5634560 84518 5550042 277502 277502 333 333 277169 0 277169 0 277169 347929 0 347929 277169 63171 0 0 347929 63171 0 0 277169 7589 0 0 7589 0 0 0 0 0 0 0 7589 7589 Truist Bank Foundations Endowments 333 South Garland Avenue 17th Floor Orlando FL 32801 4072374354 Letter of inquiry should be submitted to Truist. Potential grantees may then be requested to submit additional documentation. None Grants are restricted to the prevention of cruelty to animals and/or for the benefit of animals, to foster research and education of persons involved in fields benefiting animals, and for facilities to protect animals, including medical assistance and food for such animals. Animal Care Now Inc 11352 W SR 84 - NO 33 Davie FL 33325 PC Prevention of cruelty to animals 5000 Bos USA 6469 Almaden Expwy STE 80 San Jose CA 95120 PC Prevention of cruelty to animals 20000 Center for a Humane Economy PO BOX 30845 Bethesda MD 20824 PC Prevention of cruelty to animals 70000 Center For Orangutan & Chimpanzee Conservation Inc Po Box 488 Wauchula FL 33873 PC Prevention of cruelty to animals 7000 Chimp Haven Inc 13600 Chimpanzee Pl Keithville LA 71047 PC Prevention of cruelty to animals 5000 Darbster Foundation Inc 1226 Omar Road West Palm Beach FL 33405 PC Prevention of cruelty to animals 10000 Defenders Of Wildlife 1130 17Th St Nw 205 Washington DC 20036 PC Prevention of cruelty to animals 5000 Greater Good Charities 600 University St Ste 1000 Seattle WA 98101 PC Prevention of cruelty to animals 35000 No Paw Left Behind of the United States Inc 11352 W SR 84 33 Davie FL 33325 PC Prevention of cruelty to animals 5000 Palm Beach Parrot & Bird Rescue 10989 165 RD N Jupiter FL 33478 PC Prevention of cruelty to animals 30000 Peggy Adams Animal Rescue 3200 N Military Trail West Palm Beach FL 33409 PC Prevention of cruelty to animals 25000 Purrzilla Cat Rescue Inc 8008 Red Reef LN Boynton Beach FL 33436 PC Prevention of cruelty to animals 5000 Shepherds Green Sanctuary 139 Copeland Lane Cookeville TN 38506 PC Prevention of cruelty to animals 5000 Street Paws Rescue Inc 705 S Rainbow Dr Hollywood FL 33021 PC Prevention of cruelty to animals 20000 Wellbeing International 9812 Falls Road 114-288 Potomac MD 20854 PC Prevention of cruelty to animals 10000 World Parrott Trust USA Inc 400 S Main Street 985 Travelers Rest SC 29690 PC Prevention of cruelty to animals 60000 317000 0 14 15900 18 28287 0 44187 0 44187 0 0 0 0 0 0 0 0 0 0 Accounting Fees 9510 4755 4755 ISHARES CORE S&P MID-CAP ETF FMV 14761 14761 ISHARES CORE S&P SMALL-CAP ETF FMV 29481 29481 ARTISAN INTERNATIONAL VALUE FD FMV 25676 25676 DODGE & COX INCOME FD FMV 83345 83345 EATON VANCE ATLANTA CAPITAL SMID-CAP FUND FMV 21542 21542 GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND FMV 24788 24788 HARTFORD DIVIDEND & GROWTH FD/THE FMV 41786 41786 LOOMIS SAYLES GROWTH FD FMV 46349 46349 NEUBERGER BERMAN LONG SHORT FD FMV 20334 20334 PIMCO INCOME FD FMV 32057 32057 VANGUARD INSTL INDEX FD FMV 152769 152769 VANGUARD INTERNATIONAL GROWTH FD FMV 27388 27388 VANGUARD RUSSELL 1000 GROWTH INDEX FUND FMV 44709 44709 VANGUARD RUSSELL 1000 VALUE INDEX FD FMV 36002 36002 VANGUARD TOTAL BOND MARKET INDEX FD FMV 76712 76712 Legal Fees 7440 3720 3720 Property Insurance 614 154 460 Change in Unrealized Gains/Losses 94587 Appraisal 1950 1950 0 Real Estate Taxes 2219 2219 0 Foreign Taxes 71 71 0