2026-08-19T13:16:18-05:00 2026-02-28 454084437 WARREN AVERETT LLC 400 NORTH ASHLEY DRIVE SUITE 700 TAMPA FL 33602 990PF 2025-03-01 366052049 JACOB BEST FOUNDATION JACO 8132809948 701 S HOWARD AVE STE 106-392 TAMPA FL 33606 THILO BEST DIRECTOR 8132809948 2026-08-13 1 ALLIE M TSCHIRHART CPA P01687512 8132292321 2026-08-13 2025 2025-03-06 01:10:19Z X 5386852 X 11 X 57855 55998 499885 1634573 499885 557751 555883 0 0 0 4170 2085 2085 27954 27954 0 11809 497 0 11 6 5 43944 30542 2090 244000 244000 287944 30542 246090 269807 525341 186559 59093 59093 3630601 4059353 5327759 3817160 4118446 5386852 0 0 X 3817160 4118446 0 0 0 0 3817160 4118446 3817160 4118446 3817160 269807 31479 4118446 0 4118446 UBS ACCOUNT SUMMARY (COMBINED) - LT P 1372895 894869 478026 478026 UBS ACCOUNT SUMMARY (COMBINED) - ST P 245356 239819 5537 5537 CAPITAL GAINS DIVIDENDS P 16322 16322 16322 499885 7302 0 7302 0 7302 7080 0 2100 0 9180 0 1878 1878 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THILO BEST 8132809948 701 S HOWARD AVE STE 106-392 TAMPA FL 33606 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS S BRIDGES 1345 GREENWOOD AVE WILMETTE IL 60091 TREASURER/DIRECTOR 0.00 0 0 0 BRYAN BEST 3896 EDGEMONT DR TROY MI 48084 SECRETARY/DIRECTOR 0.00 0 0 0 THILO D BEST 701 S HOWARD AVE STE 106-392 TAMPA FL 33606 PRESIDENT/DIRECTOR 0.00 0 0 0 PETER BEST 15447 ALBRIGHT ST PACIFIC PALISADES CA 90272 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 5162845 211747 0 5374592 0 0 5374592 80619 5293973 264699 264699 7302 7302 257397 0 257397 0 257397 246090 0 246090 257397 240562 0 0 246090 240562 0 0 5528 0 0 0 0 0 0 0 0 251869 0 0 0 X ILLINOIS SOCIETY FOR THE PREVENTION OF BLINDNESS 225 WEST WACKER DR SUITE 400 CHICAGO MI 60606 PC GENERAL SUPPORT 1000 CHRYSALIS 522 S MAIN STREET LOS ANGELES CA 90313 PC GENERAL SUPPORT 1500 CASA DE EMPARO 325 BUENA CREEK ROAD SAN MARCOS CA 92069 PC GENERAL SUPPORT 2000 MS FOUNDATION 12 METROTECH CENTER 26TH FLOOR BROOKLYN NY 11201 PC GENERAL SUPPORT 2500 JUST IN TIME FOR FOSTER YOUTH PO BOX 91292 SAN DIEGO CA 92138 PC GENERAL SUPPORT 2500 ALLENDALE ASSOCIATION PO BOX 1088 GRAND AVENUE OFFIELD DRIVE LAKE VILLA IL 60046 PC GENERAL SUPPORT 3000 ERIE FAMILY HEALTH FOUNDATION 1701 WEST SUPERIOR STREET CHICAGO IL 60622 PC GENERAL SUPPORT 4000 CADDY RELIEF FUND 10960 WILSHIRER BLVD 5TH FLOOR LOS ANGELES CA 90024 PC GENERAL SUPPORT 5000 HOLOCAUST MUSEUM LA 100 THE GROVE DRIVE LOS ANGELES CA 90036 PC GENERAL SUPPORT 5000 FRIENDS OF GOLF 9854 NATIONAL BLVD 340 LOS ANGELES CA 90034 PC GENERAL SUPPORT 5000 BOLDLI 8621 W MCNICHOLS SUITE 116 DETROIT MI 48221 PC GENERAL SUPPORT 5000 FEEDING TAMPA BAY ATTN DEVELOPMENT OFFICE/ 4702 TRANSPORT DR BLDG 6 TAMPA FL 33605 PC GENERAL SUPPORT 5000 GREENHOUSE SCHOLARS 1820 FOLSOM STREET BOULDER CO 80302 PC GENERAL SUPPORT 5000 FORGOTTEN HARVEST 15000 W EIGHT MILE RD OAK PARK MI 48237 PC GENERAL SUPPORT 5500 WESTERN OAKLAND MEALS ON WHEELS 9525 W HIGHLAND RD HOWELL HOWELL MI 48843 PC GENERAL SUPPORT 5500 COTS DETROIT 26 PETERBORO SUITE 100 DETROIT MI 48201 PC GENERAL SUPPORT 5500 CHILDREN'S FOUNDATION GREATEST NEED FUND 3011 WEST GRAND BLVD SUITE 218 DETROIT MI 48202 PC GENERAL SUPPORT 5500 THE CHILDREN'S CENTER 79 ALEXANDRINE WEST DETROIT MI 48201 PC GENERAL SUPPORT 6000 MISERICORDIAHEART OF MERCY CENTER 6300 NORTH RIDGE AVE CHICAGO IL 60660 PC GENERAL SUPPORT 6000 GLENWOOD ACADEMY 500 WEST 187TH ST GLENWOOD IL 60425 PC GENERAL SUPPORT 6000 LIGHTHOUSE OF OAKLAND COUNTY 46156 WOODWARD AVE PONTIAC MI 48342 PC GENERAL SUPPORT 6000 LAWRENCE HALL 4833 N FRANCISCO AVE CHICAGO IL 60625 PC GENERAL SUPPORT 6000 JUDSON CENTER 4410 WEST 13 MILE ROAD ROYAL OAK MI 48073 PC GENERAL SUPPORT 6000 GIFT OF ADOPTION 1200 SHERMER ROAD SUITE 111 NORTHBROOK IL 60062 PC GENERAL SUPPORT 6000 BOYS & GIRLS CLUB OF TROY 3670 JOHN R ROAD TROY MI 48083 PC GENERAL SUPPORT 6000 MERCY HOME FOR BOYS AND GIRLS 1140 W JACKSON BLVD CHICAGO IL 60607 PC GENERAL SUPPORT 6000 MARY LEE'S HOUSE 2806 N ARMENIA TAMPA FL 33607 PC GENERAL SUPPORT 7500 ISAIAH 177 (HILLSBOROUGH CHAPTER) PO BOX 842 ELIZABETHTON TN 37644 PC GENERAL SUPPORT 7500 FIGURE 1 FOUNDATION 3859 CARDIFF AVE CULVER CITY CA 90232 PC GENERAL SUPPORT 7500 BOY'S HOPEGIRL'S HOPE OF CHICAGO 1100 N LARAMIE AVE WILMETTE IL 60091 PC GENERAL SUPPORT 9000 THE BEAUMONT FOUNDATIONROYAL OAK CARDIA REHAB ENHANCEMENT FUND 4949 COOLIDGE HIGHWAY ROYAL OAK MI 48073 PC GENERAL SUPPORT 10000 UCAN 3605 W FILLMORE ST CHICAGO IL 60624 PC GENERAL SUPPORT 10000 BRIGHTPOINT 200 WEST MONROE ST SUITE 2100 CHICAGO IL 60606 PC GENERAL SUPPORT 10000 ACADEMY PREP CENTER OF TAMPA ATTN DEVELOPMENT OFFICE/ 1407 E COLUMBUS DRIVE TAMPA FL 33605 PC GENERAL SUPPORT 10000 METROPOLITAN MINISTERIES 2002 N FLORIDA AVENUE TAMPA FL 33602 PC GENERAL SUPPORT 25000 STEADFAST LA FOUNDATION 2350 KERNER BLVD SUITE 250 SAN RAFAEL CA 94901 PC GENERAL SUPPORT 25000 244000 0 14 57855 18 499885 0 557740 0 557740 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 4170 2085 2085 PUBLICLY TRADED SECURITIES 4059353 5327759 LICENSES 11 6 5 COST BASIS ADJUSTMENT 31479 INVESTMENT ADVISORY FEES 27954 27954 0 FOREIGN TAXES PAID 497 497 0 FEDERAL EXCISE TAX 11312 0 0