2026-02-23T13:21:55-06:00 2025-12-31 650642041 Mitchell L Stump CPA PA 2243 NW Seagrass Dr Palm City FL 349904807 990PF 2025-01-01 581577718 Daelansa Foundation c/o Sam Michaels DAEL 5618021717 Two North Breakers Row ST 4 Palm Beach FL 33480 Anita J Hamilton Michaels Co-Chairperson/Trustee 5616557722 2026-02-17 1 Mitchell L Stump CPA P00105883 5617760452 2025 2025-03-06 01:10:19Z X 500810 X X 23 23 11780 11780 26093 152304 26093 37896 37896 0 10000 0 0 0 3500 3500 0 0 5003 5003 0 0 12 12 0 0 1365 1365 0 0 19880 9880 0 0 94500 94500 114380 9880 0 94500 -76484 28016 0 23364 10613 10613 0 491 491 38861 0 0 407352 381989 489706 469577 393093 500810 0 0 X 349082 349082 3801 3801 116694 40210 469577 393093 469577 393093 469577 -76484 0 393093 0 393093 1493.328 GQG Partners P 2024-12-31 2025-02-05 24774 25977 -1203 -1203 15 BJS Wholesale Club P 2024-12-31 2025-02-05 1567 1147 420 420 4 Choice Hotels P 2024-12-31 2025-02-05 608 472 136 136 146.440 Goldman Sachs CQC P 2024-12-31 2025-06-18 3255 2995 260 260 46 Ishares Russell Midcap P 2025-02-05 2025-11-28 4467 4251 216 216 2 Ishares Russell Midcap Value P 2024-02-22 2025-02-05 388 340 48 48 44 Ishares US Small-Cap P 2024-02-24 2025-01-07 2995 2629 366 366 10 Ishares US Small-Cap P 2024-02-22 2025-02-05 706 598 108 108 9.879 JP Morgan Hedged Equiry P 2024-12-31 2025-01-07 329 315 14 14 1.783 JP Morgan Hedged Eqity P 2025-03-27 2025-06-18 59 57 2 2 517.2 Loomis Sayles Growth P 2024-12-31 2025-01-07 15361 13838 1523 1523 13.889 Loomis Sayles Growth P 2024-02-22 2025-02-05 428 352 76 76 11 Ollie's Bargain Outlet P 2024-12-31 2025-02-05 1176 999 177 177 231.681 Pimco Income P 2024-12-31 2025-06-18 2470 2463 7 7 45.033 Pimco Income P 2024-12-31 2025-06-18 480 482 -2 -2 8 Universal Display P 2024-12-31 2025-02-05 1180 1771 -591 -591 48 Bentley Systems P 2022-11-15 2025-02-05 2251 1917 334 334 36 Berkley WR Corp P 2021-01-24 2025-02-05 2176 997 1179 1179 12 Bright Horizons Family P 2022-11-25 2025-02-05 1460 914 546 546 7 Charles River Labs P 2022-11-15 2025-02-05 1151 1762 -611 -611 2 Chemed Corp P 2022-11-15 2025-02-05 1129 984 145 145 8 Choice Hotels P 2023-01-01 2025-02-05 1217 979 238 238 23 The Cooper Companies P 2022-11-15 2025-02-05 2213 1826 387 387 7 Aspen Tech P 2023-01-01 2025-02-05 1853 1311 542 542 7 Equifax P 2022-11-15 2025-02-05 1885 1428 457 457 13 Exponent Inc P 2023-01-01 2025-02-05 1215 1101 114 114 1 Fair Issac Corp P 2022-11-15 2025-02-05 1852 617 1235 1235 196.649 Goldman Sachs GQG P 2021-01-27 2025-06-18 4372 3516 856 856 9 Henry Jack & Assoc P 2023-01-01 2025-02-05 1567 1389 178 178 15 Interactive Brokers P 2021-01-27 2025-02-05 3430 953 2477 2477 19 Ishares Russell 100 P 2024-02-22 2025-06-18 3607 3227 380 380 25 Ishares Russell 100 P 2024-02-24 2025-11-28 5251 4246 1005 1005 131 Ishares Broad USD P 2023-08-07 2025-06-18 6671 6465 206 206 68 Ishares Small Cap P 2024-02-22 2025-11-28 5116 4063 1053 1053 115.123 JP Morgan Hedged Equity P 2019-03-12 2025-01-07 3829 2270 1559 1559 52.242 JP Morgan Hedge Equity P 2019-03-12 2025-06-18 1718 1030 688 688 7 LPL Finl Hldgs P 2023-01-01 2025-02-05 2564 937 1627 1627 3 Lennox Intl P 2022-11-15 2025-02-05 1758 822 936 936 139.437 Loomis Sayles P 2024-02-22 2025-06-18 4246 3535 711 711 135.303 Loomis Sayles P 2024-02-22 2025-11-28 4533 3430 1103 1103 8 Nordson Corp P 2021-01-27 2025-02-05 1716 1469 247 247 120.061 Pimco Income P 2023-01-01 2025-06-18 1280 1270 10 10 6 Pool Corp P 2022-11-15 2025-02-05 2052 2087 -35 -35 38 Rollins Inc. P 2023-01-01 2025-02-05 1891 1328 563 563 3 SAIA Inc. P 2023-01-01 2025-02-05 1489 818 671 671 15 Scotts Miracle-Gro P 2022-11-15 2025-02-05 1050 958 92 92 8 Siteone Landscape P 2022-11-15 2025-02-05 1094 1042 52 52 3 Teledyne Tech P 2022-11-15 2025-02-05 1543 1227 316 316 11 Teledyne Tech P 2022-11-15 2025-02-05 1237 1052 185 185 16 Thor Industries P 2022-11-15 2025-02-05 1645 1470 175 175 4 Watsco Inc. P 2022-11-15 2025-02-05 1899 1128 771 771 5 Zebra Tech P 2022-11-15 2025-02-05 1944 1312 632 632 50 Zurn Elkay Water P 2023-01-01 2025-02-05 1924 1403 521 521 11 Allegion PLC Foreign P 2022-11-15 2025-02-05 1419 1242 177 177 Capital Gains Dividends P 2814 2814 2814 26093 389 0 389 0 389 880 0 0 0 880 0 491 491 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A Anita J Hamilton Michaels 5616557722 425 Worth Avenue 5E Palm Beach FL 33480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Anita J Hamilton Michaels 425 Worth Avenue Palm Beach FL 33408 Chairman Trustee 1.00 0 0 0 Frank T Hamilton 425 Worth Avenue Palm Beach FL 33408 Secretary Trustee 1.00 10000 0 0 NONE 0 NONE 0 Checks are written to various charities annually. In 2025, 38 charities received funds. 94500 Investments in UBS Financial Services 37896 37896 497183 21704 0 518887 0 0 518887 7783 511104 25555 25555 389 389 25166 0 25166 0 25166 94500 37896 132396 25166 0 0 20449 54175 36232 31858 79285 221999 132396 0 0 0 25166 107230 0 0 329229 0 0 0 0 0 0 20449 308780 54175 36232 31858 79285 107230 X AIPAC 251 H St NW Washington DC 20001 PC Use for their stated purpose. 800 Alzheimers Drug Discovery 57 West 57th Street New York NY 10019 PC Use for their stated purpose. 5000 Ann Norton Schulpture Garden 253 Barcelona Rd West Palm Beach FL 33401 PC Use for their stated purpose. 1000 Birthright Isreal Foundation 711 3rd Ave 10th Floor New York NY 10017 PC Use for their stated purpose. 1000 Boys & Girls Club of PB County 800 Northpoint Pkway 204 West Palm Beach FL 33407 PC Use for their stated purpose. 1000 Boystown South Florida 1655 Palm Beach Lakes Blvd West Palm Beach FL 33401 PC Use for their stated purpose. 500 Dartmouth College Fund 6066 Deveopment Office Hanover NH 03755 PC Use for their stated purpose. 2000 Doctors Without Borders PO Box 5030 Hagerstown MD 21741 PC Use for their stated purpose. 500 Feed America 13100 Wortham Center Dr Houston TX 77065 PC Use for their stated purpose. 500 Flagler Museum 1 Whitehall Way Palm Beach FL 33480 PC Use for their stated purpose. 1000 Food For The Poor 6401 Lyons Road Coconut Creek FL 33073 PC Use for their stated purpose. 500 Girls Preparatory School 205 Island Avenue Chattanooga TN 37405 PC Use for their stated purpose. 1000 Glades Academy Foundation 7368 Building E FL-15 Pahokee FL 33476 PC Use for their stated purpose. 1000 Hanley Foundation 700 S Dixie Ste 105 West Palm Beach FL 33401 PC Use for their stated purpose. 2000 Hillel 777 Glades Rd Bldg LY-38 Boca Raton FL 33431 PC Use for their stated purpose. 1000 Hospital Albert Schweitzer PO Box 110091 Pittsburgh PA 15232 PC Use for their stated purpose. 1000 Jewish Assn on Aging 200 JHF Drive Pittsburgh PA 15217 PC Use for their stated purpose. 2000 Jewish Federation of Greater Pitts 2000 Technology Drive Pittsburgh PA 15219 PC Use for their stated purpose. 10000 Jewish Federation of PB County 1 Harvard Circle Ste 100 West Palm Beach FL 33409 PC Use for their stated purpose. 10000 Make A Wish Southern FL 4491 S State Road 7 Suite 201 Ft Lauderdale FL 33314 PC Use for their stated purpose. 250 Morse Life Foundation 4847 David S Mack Dr West Palm Beach FL 33417 PC Use for their stated purpose. 10000 Morse Life Hospice 4847 David S Mack Dr West Palm Beach FL 33417 PC Use for their stated purpose. 1000 NY Jr Tennis Learning 1720 Crotona Avenue Bronx NY 10457 PC Use for their stated purpose. 1000 Palm Beach Fellowship 139 N County Road 36 Palm Beach FL 33480 PC Use for their stated purpose. 1000 Palm Beach Island Hospise 44 Cocoanut Row Ste M207B Palm Beach FL 33480 PC Use for their stated purpose. 1000 Peggy Adams Animal Rescue 3100/3200 N Military Trail West Palm Beach FL 33409 PC Use for their stated purpose. 1000 Planned Parenthood 2300 N Florida Mango Road West Palm Beach FL 33409 PC Use for their stated purpose. 500 Promise Fund of FL 340 Royal Poinciana Way Palm Beach FL 33480 PC Use for their stated purpose. 11000 Salvation Army 2122 Palm Beach Lakes Blvd West Palm Beach FL 33409 PC Use for their stated purpose. 500 Smile Train 633 Third Avenue 9th Floor New York NY 10017 PC Use for their stated purpose. 200 Special Olympics Florida 2728 Lake Worth Road Lake Worth FL 33461 PC Use for their stated purpose. 500 St Jude Childrens Research 2920 Forest Ln 415 Dallas TX 75234 PC Use for their stated purpose. 1000 Susan G Komen 13770 Noel Road Ste 801889 Dallas TX 75380 PC Use for their stated purpose. 1000 The Neighborhood Academy 709 N Aiken Ave Pittsburgh PA 15206 PC Use for their stated purpose. 250 The Pittsburgh Sweep Program 414 Grant Street Pittsburgh PA 15219 PC Use for their stated purpose. 1000 Town of Palm Beach 360 S County Rd Palm Beach FL 33480 PC Use for their stated purpose. 20000 USO PO Box 96860 Washington DC 20077 PC Use for their stated purpose. 500 Women of Distinction 8518 Cross Timbers Dr W Jacksonmille FL 32244 PC Use for their stated purpose. 1000 94500 0 14 23 14 11780 14 2814 23279 0 14617 23279 37896 1 Providing funds for charity 0 0 0 0 0 0 0 0 0 0 Mitchell L. Stump, CPA, PA 3500 3500 0 0 Closed End Funds AT COST 155550 183336 UBS Equities Mutual Funds FMV 67662 123484 UBS Fixed Income Corporate Bonds and Notes FMV 91099 95567 UBS Fixed Income Mutual Funds FMV 45703 48066 UBS Non-tradional Mutual Funds AT COST 21975 39253 Filing fee 20 20 0 0 UBS 4K 01256 Investment Fees 4808 4808 0 0 UBS 4K 01464 Investment Fees 175 175 0 0 Foreign Taxes 90 90 0 0 US Treasury 2024 886 886 0 0 US Treasury 2025 389 389 0 0