2026-02-23T11:47:50-05:00 2025-12-31 591885347 PETERSON & PETERSON CPA'S PA 2498 EMERALD WAY NORTH DEERFIELD BEACH FL 33442 990PF 2025-01-01 453367981 THE THOMAS & BETTY ROSS FOUNDATION THOM 5615961622 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 BETTY ROSS DIRECTOR 5615969085 2006-02-22 CRAIG K PETERSON CPA P00033288 9546836603 2026-02-23 2025 2025-03-06 01:10:19Z X 7082334 X 5733679 9398 9398 125255 125255 5488 2297728 5488 5873820 140141 3700 3700 3700 1911 1911 1911 5412 5412 5412 11023 11023 11023 0 361000 361000 372023 11023 11023 361000 5501797 129118 10061 80005 80005 736 1105980 6539631 7002329 1116777 6619636 7082334 1062 1062 X 1116777 6618574 1116777 6618574 1116777 6619636 1116777 5501797 6618574 6618574 SEE BROKER STMT ATTACHED P 2024-01-01 2025-12-31 1978859 1914906 63953 63953 COHEN & STEERS INFRA FD P 2018-01-04 2025-12-10 7407 7898 -491 -491 LIBERTY ALL STAR EQ FD P 2025-01-02 2025-01-03 4 4 EATON VANCE TAX MGN DIV P 2017-07-11 2025-12-10 17994 11680 6314 6314 US TREASURY SECURITY P 2024-01-07 2025-01-07 20312 20312 EATON VANCE TAX MGN DIV P 2019-12-10 2025-12-10 8997 7167 1830 1830 US TREASURY SECURITY P 2004-11-26 2025-11-26 59422 59422 GSK PLC ADR P 2016-08-29 2025-12-10 18706 18259 447 447 ARBOR REALTY TRUST INC P 2021-01-25 2025-11-26 5326 8792 -3466 -3466 INVESCO MTG CAPITAL INC P 2019-12-10 2025-12-10 780 15233 -14453 -14453 ARBOR REALTY TRUST INC P 2022-05-11 2025-11-26 3550 6915 -3365 -3365 INVESCO MTG CAPITAL INC P 2020-05-21 2025-12-10 78 394 -316 -316 DOUBLELINE INCOME SOLUTIONS FD P 2019-12-10 2025-11-26 11094 19989 -8895 -8895 JOHNSON & JOHNSON P 2016-08-29 2025-12-10 39132 24495 14637 14637 VODAFONE GROUP PLC P 2016-08-29 2025-11-26 12125 31738 -19613 -19613 KIMBERLY CLARK CORP P 2016-08-26 2025-12-10 20143 26193 -6050 -6050 WARNER BROS DISCOVERY INC P 2016-08-29 2025-11-26 2759 4891 -2132 -2132 VITATRIS INC P 2016-08-29 2025-12-10 672 935 -263 -263 WARNER BROS DISCOVERY INC P 2016-11-14 2025-11-26 5553 8671 -3118 -3118 SPARTANNASH P 2025-07-14 2025-09-23 26900 26560 340 340 WARNER BROS DISCOVERY INC P 2017-07-11 2025-11-26 1111 1765 -654 -654 WARNER BROS DISCOVERY INC P 2018-10-26 2025-11-26 7218 9134 -1916 -1916 APOLLO COMM RE P 2019-12-10 2025-12-10 9753 17108 -7355 -7355 BRISTOL MYERS SQUIBB CO P 2016-08-29 2025-12-10 24754 30101 -5347 -5347 COHEN & STEERS TAX ADV P 2020-10-28 2025-12-10 15079 19678 -4599 -4599 5488 340 1795 1795 1795 3734 3734 1939 1939 false false false false false false true FL true false false false true N/A BETTY ROSS 5615961622 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 false false false false false false false false false false false false false false false false false false false false false BETTY ROSS 401 MUIRFIELD DRIVE LAKE WORTH FL 33462 DIRECTOR 10.00 0 0 0 JULIA ROSS 401 MUIRFIELD DRIVE ATLANTIS FL 33462 DIRECTOR 10.00 0 0 0 DAVID ROSS 401 MUIRFIELD DRIVE ATLANTIS FL 33462 DIRECTOR 10.00 0 0 0 NONE NONE N/A 0 0 7395290 7395290 7395290 110929 7284361 364218 364218 1795 1795 362423 362423 362423 361000 361000 362423 4423 361000 4423 356577 5846 THOMAS ROSS X THOMAS ROSS 401 MUIRIFIELD DRIVE LAKE WORTH FL 33462 5615963119 AMERICAN DIABETES ASSOCIATION 6400 NANDREWS AVE 480 FORT LAUDERDALE FL 33309 NONE PC CHARITABLE 10000 AMERICAN HEART ASSOCIATION 6444 NW 5TH WAY FORT LAUDERDALE FL 33309 NONE PC CHARITABLE 10000 CHABAD OF LAKE WORTH 6450 MELALEUCA LANE LAKE WORTH FL 33463 NONE PC CHARITABLE SUPPORT 89000 MEHARRY MEDICAL COLLEGE 1005 DR DB TODD JR BLVD NASHVILLE TN 37208 NONE PC CHARITABLE SUPPORT 200000 NATIONAL GLAUCOMA RESEARCH 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 NONE PC CHARITABLE SUPPORT 250 ST JUDES CHILDRENS HOSPITAL 501 STJUDE PLACE MEMPHIS TN 38105 NONE PC CHARITABLE SUPPORT 1000 TUNNEL FOR TOWERS FDN 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC CHARITABLE 5000 V FOUNDATION FOR CANCER RESEARCH 14600 WESTON PARKWAY CARY NC 27513 NONE PC CHARITABLE SUPPORT 40750 WOUNDED WARRIORS PROJECT 11218 J GALT BLVD STE 103 OMAHA NE 68137 NONE PC CHARITABLE 5000 361000 9398 125255 5488 140141 140141 false false false false false false false false false false X X 1 THOMAS ROSS 401 MUIRFIELD DRIVE ATLANTIS FL 33462 17793 X 2 JULIA ROSS 401 MUIRFIELD DRIVE ATLANTIS FL 33462 5000 X 3 THOMAS H ROSS 401 MUIRFIELD DRIVE ATLANTIS FL 33462 5710886 X 3700 3700 3700 ALTRIA GROUP INC APOLLO COMM REAL ESTATE INC ARBOR COMMERCIAL REAL ESTATE ARCHER DANIELS MIDLAND-500 AT&T INC-3000 BRISTOL MYERS SQUIBB CO-500 COCA COLA CO-500 ELI LILLY & CO-300 GLAXOSMITH KLINE PLC-500 HALEON PLC ADR INVESCO MTG CAPITAL INC-1099 JOHNSON & JOHNSON-200 KIMBERLY CLARK CORP-200 LOCKHEED MARTIN CORP-100 MCDONALDS CORP-300 MICROSOFT CORP-500 PEPSICO INC-300 PFIZER INC-500 PROCTER & GAMBLE-300 VERIZON COMMUNICATIONS-1300 VIATRIS INC-62 VODAFONE GROUP PLC-1000 WAL-MART STORES INC-500 WARNER BROS DISCOVERY INC-725 ABRON INCOME CREDIT STRAT ALLIANCE BERSTEIN GL HGH CE ARES CAPITAL CORP BLACKROCK ENGLOBALDIV TR-1500 BLACKROCK LTD DURATION INC-1000 COHEN TAX ADV PFD S COHEN&STEERS INFRASTR FD-UTF-323 DOUBLELINE INCOME SOLUTIONS FD-1000 EATON VANCE TAX MGD DIV FD-5300 FIRST TR INTERM DUR PRF & IC FD-1500 GABELLI DIV & INCOME TR-1000 LIBERTY ALL STAR EQ FD-6488 MFS CHARTER INCOME TR-1000 NEUBERGER BERMAN ENERGY INFRA-1000 SABA CAPITAL INCOME & OPPT FD-2000 VITRIUS ARTIFICAL INTELLIGENCE-1000 VOYA INFASTR INDUST-1450 XAI MADISON CHARTER INCOME MSILF TREASURY SEC SEE BROKER STMT ATTCH-MORGAN STANLEY 758199 1525898 SEE BROKER STMT ATTCH-JANNEY-8877 1743797 1764876 SEE BROKER STMT ATTCH-JANNEY4625 4037635 3711555 EXPENSES BROKER SERVICE CHARGES 5232 5232 5232 SERVICE CHARGES 180 180 180 EXCISE TAX PAYABLE 1062 LICENSES & TAXES 61 61 61 FOREIGN TAXES 31 31 31 EXCISE TAXES 1819 1819 1819