2026-07-24T07:53:48-05:00 2025-11-30 204193611 Batts Morrison Wales & Lee PA 801 North Orange Avenue Suite 800 Orlando FL 32801 990PF 2024-12-01 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 2026-06-02 1 1 Adrian S Vasquez CPA P02461624 4077706000 2026-06-02 2024 2025-03-06 01:10:19Z X 6367373 X X 10879 10879 57296 716413 57296 68175 68175 32046 8012 24034 16839 8420 8419 10700 5350 5350 1995 1995 0 2281 2281 0 724 181 543 64585 26239 38346 250000 250000 314585 26239 288346 -246410 41936 5284 13849 13849 880254 880254 880254 5969300 677699 384224 384224 1563237 1278327 6367373 0 0 X 1563237 1278327 1563237 1278327 1563237 1278327 1563237 -246410 0 1316827 38500 1278327 Capital gains dividends P 11957 11957 11957 Publicly traded securities P 329469 329276 193 193 Publicly traded securities P 374987 329841 45146 45146 57296 583 0 583 0 583 1791 0 0 0 1791 0 1208 1208 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 32046 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 429299 7076 5969300 6405675 0 0 6405675 96085 6309590 315480 315480 583 583 314897 0 314897 0 314897 288346 0 288346 314897 0 0 7589 7589 288346 0 0 0 288346 0 7589 7589 0 0 0 0 0 18962 0 0 0 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. Busch Wildlife Sanctuary Inc 17855 Rocky Pines Rd Jupiter FL 33478 PC Prevention of cruelty to animals 5000 Center for a Humane Economy PO BOX 30845 Bethesda MD 20824 PC Prevention of cruelty to animals 70000 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 5000 Defenders Of Wildlife 1130 17Th St Nw 205 Washington DC 20036 PC Prevention of cruelty to animals 5000 Equine Rescue and Adoption Foundation Inc 6400 SW Martin Highway PO Box 1199 Palm City FL 34991 PC Prevention of cruelty to animals 5000 Flamingo Gardens Inc 3750 South Flamingo Road Davie FL 33330 PC Prevention of cruelty to animals 5000 Global Sanctuary for Elephants PO Box 2426 Brentwood TN 37024 PC Prevention of cruelty to animals 5000 Greater Good Charities 301 Union St No 21308 Seattle WA 98111 PC Prevention of cruelty to animals 40000 No Paw Left Behind of the United States Inc 11352 W SR 84 33 Davie FL 33325 PC Prevention of cruelty to animals 5000 Peggy Adams Animal Rescue 3200 N Military Trail West Palm Beach FL 33409 PC Prevention of cruelty to animals 10000 Save the Chimps Inc 16891 Carole Noon Ln Fort Pierce FL 34945 PC Prevention of cruelty to animals 5000 Street Paws Rescue Inc 705 S Rainbow Dr Hollywood FL 33021 PC Prevention of cruelty to animals 15000 Wellbeing International 4445 Willard Ave Suite 600 Chevy Chase MD 20815 PC Prevention of cruelty to animals 5000 World Parrott Trust Usa Inc 90 E Scenic Lane Travelers Rest SC 29690 PC Prevention of cruelty to animals 60000 Zoo Miami Foundation Inc 12400 SW 152 St Miami FL 33177 PC Prevention of cruelty to animals 5000 250000 0 14 10879 18 57296 0 68175 0 68175 0 0 0 0 0 0 0 0 0 0 Accounting Fees 10700 5350 5350 ISHARES CORE MSCI EAFE ETF FMV 23631 23631 ISHARES CORE S&P MID-CAP ETF FMV 7961 7961 ISHARES CORE S&P SMALL-CAP ETF FMV 8098 8098 ARTISAN INTERNATIONAL VALUE FD FMV 18558 18558 DODGE & COX INCOME FD FMV 42176 42176 EATON VANCE ATLANTA CAPITAL SMID-CAP FUND FMV 7368 7368 HARTFORD DIVIDEND & GROWTH FD/THE FMV 24628 24628 LOOMIS SAYLES GROWTH FD FMV 23239 23239 NEUBERGER BERMAN LONG SHORT FD FMV 11526 11526 PIMCO INCOME FD FMV 26720 26720 VANGUARD INSTL INDEX FD FMV 80695 80695 VANGUARD INTERNATIONAL GROWTH FD FMV 19647 19647 VANGUARD RUSSELL 1000 GROWTH INDEX FUND FMV 24119 24119 VANGUARD RUSSELL 1000 VALUE INDEX FD FMV 20180 20180 VANGUARD TOTAL BOND MARKET INDEX FD FMV 45678 45678 Legal Fees 16839 8420 8419 Change in Unrealized Gains/Losses 38500 Property Insurance 724 181 543 Appraisal 1995 1995 0 Real Estate Taxes 2207 2207 0 Foreign Taxes 74 74 0