2026-04-02T10:14:57-05:00 2025-12-31 263968745 Walton Rahal CPAs 2101 NW Boca Raton Blvd Ste 5 Boca Raton FL 334317498 990PF 2025-01-01 472652423 The Dennis And Lorraine Udwin Family Foundation Inc DENN 5617187039 7822 Charney Lane Boca Raton FL 334961329 Lorraine Udwin Vice President 5617187039 2026-03-31 1 Matthew L Rahal CPA P01685089 5613956653 2025 2025-03-06 01:10:19Z X 1956533 X X 1604 1604 21888 21888 48793 963962 48793 41950 41950 114235 114235 0 0 0 3950 1975 1975 15097 0 15097 2451 2390 0 21498 4365 17072 87342 87342 108840 4365 104414 5395 109870 82386 42937 42937 1594814 1634694 1913596 1677200 1677631 1956533 0 0 X 1500000 1500000 0 0 177200 177631 1677200 1677631 1677200 1677631 1677200 5395 0 1682595 4964 1677631 BLACKROCK TECH AND PRIVATE EQU P 3131 2829 302 302 BLACKROCK TECH AND PRIVATE EQU P 25921 47177 -21256 -21256 CITIGROUP GLOBAL MKTS HOLDING P 99044 100006 -962 -962 CITIGROUP GLOBAL MKTS HOLDING P 100344 100006 338 338 MORGAN STANLEY FINANCE LLC P 100000 100006 -6 -6 ALERIAN MLP P 24945 27153 -2208 -2208 ALPHABET INCORPORATED P 8541 7867 674 674 AMAZON COM P 6228 5702 526 526 AMGEN INC P 8197 7425 772 772 APPLE INC P 3855 4316 -461 -461 BNY MELLON DYNAMIC P 168 162 6 6 BERKSHIRE HATHAWAY INC P 494 470 24 24 BLACKSTONE INC P 2270 2385 -115 -115 CATERPILLAR INC P 19306 16489 2817 2817 COLGATE PALMOLIVE P 21951 24535 -2584 -2584 GOLDMAN SACHS S&P 500 P 105 101 4 4 HOME DEPOT INC P 4437 4388 49 49 HONEYWELL INTERNATIONAL INC P 16087 15845 242 242 INTERNATIONAL BUSINESS MACHINES P 3129 2689 440 440 JPMORGAN CHASE & CO P 10698 10847 -149 -149 JPMORGAN HEDGED EQUITY P 35741 33544 2197 2197 ELI LILLY & CO P 27488 28002 -514 -514 LOCKHEED MARTIN CO P 4032 4157 -125 -125 MASTERCARD INC P 1016 1077 -61 -61 MERCK & CO P 1610 1476 134 134 MICROSOFT CO P 10728 9287 1441 1441 PACER US CASH COWS P 1115 1114 1 1 PALO ALTO NETWORKS INC P 4033 3997 36 36 PINNACLE WEST CAP P 7219 6496 723 723 PROCTER & GAMBLE P 1162 1161 1 1 SOUTHERN COMPANY P 5647 5478 169 169 UNITED RENTALS INC P 9690 8126 1564 1564 UNITED HEALTH GROUP INC P 18495 28039 -9544 -9544 VALERO ENERGY CO P 23179 25261 -2082 -2082 VANGUARD VALUE P 1431 1391 40 40 VERIZON INC P 8241 8611 -370 -370 VICTORY PORTFOLIOS II P 7088 6693 395 395 VISA INC P 7777 7944 -167 -167 WASTE MANAGEMENT INC P 1127 1135 -8 -8 WISDOMTREE US P 11306 9995 1311 1311 ALPHABET INCORPORATED P 14667 9000 5667 5667 AMAZON COM P 3322 1443 1879 1879 AMGEN INC P 6410 6098 312 312 APPLE INC P 20624 12728 7896 7896 BERKSHIRE HATHAWAY INC P 13637 8822 4815 4815 CHEVRON CORP P 29556 30223 -667 -667 HOME DEPOT INC P 17300 14327 2973 2973 JPMORGAN CHASE & CO P 10429 2364 8065 8065 JOHNSON & JOHNSON P 8908 8754 154 154 MASTERCARD INC P 7688 5418 2270 2270 MICROSOFT CO P 17693 4993 12700 12700 NOVO-NORDISK A P 13379 11382 1997 1997 PACER FDS TRUST P 35456 28173 7283 7283 PACER US CASH COWS P 17503 14868 2635 2635 PALO ALTO NETWORKS INC P 3159 1194 1965 1965 PEPSICO INC P 20123 22968 -2845 -2845 PROCTER & GAMBLE P 8983 8036 947 947 UNITED PARCEL SERVICE P 17756 22116 -4360 -4360 UNITED HEALTH GROUP INC P 738 1129 -391 -391 VANGUARD VALUE P 28331 22709 5622 5622 VISA INC P 1796 1145 651 651 WASTE MANAGEMENT INC P 5496 3897 1599 1599 Capital Gains Dividends P 14032 14032 14032 48793 1527 0 1527 0 1527 3040 0 0 0 3040 0 1513 1513 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A Lorraine Udwin 5617187039 7822 Charney Lane Boca Raton FL 33496 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dennis Udwin 7822 Charney Lane Boca Raton FL 33496 President / Treasurer 1.00 0 0 0 Lorraine Udwin 7822 Charney Lane Boca Raton FL 33496 Vice president / Secretary 1.00 0 0 0 Jackson C Siegal 4843 Willet Parkway Unit 83 Chevy Chase MD 20815 Director 1.00 0 0 0 NONE 0 NONE 0 0 1815708 56959 0 1872667 0 0 1872667 28090 1844577 92229 92229 1527 1527 90702 0 90702 0 90702 104414 0 104414 90702 0 0 8551 8551 104414 0 0 0 90702 13712 0 0 22263 0 0 0 0 0 0 0 22263 8551 13712 Lorraine Udwin 7822 Charney Lane Boca Raton FL 33496 5617187039 lorraine.udwin@gmail.com Written None None American Friends of Magen David Adom 352 Seventh Avenue Ste 400 New York NY 10001 PC Unrestricted donations 10000 Alpert Jewish Family Service 5841 Corporate Way Ste 200 West Palm Beach FL 33407 PC Unrestricted donations 180 American Jewish Committee Inc 165 E 56th Street New York NY 10002 PC Unrestricted donations 5000 Congregation Bnai Tzedek 10621 S Glen Road Potomac MD 20854 PC Unrestricted donations 4500 Elluminate Women NYC 909 Third Avenue Ste 727 New York NY 10150 PC Unrestricted donations 250 FAU Foundation 777 Glades Road AD 10 Rm 247 Boca Raton FL 33431 PC Unrestricted donations 500 Friends of Isreal Defense Forces 60 East 42nd Street New York NY 10165 PC Unrestricted donations 5000 Hillel of Broward and Palm Beach 777 Glades Road Boca Raton FL 33431 PC Unrestricted donations 2500 Isreal Tennis Center Foundation 3275 W Hillsboro Blvd Ste 102 Deerfield Beach FL 33442 PC Unrestricted donations 1000 JAFCO 4200 N University Drive Sunrise FL 33351 PC Unrestricted donations 346 Jewish Federatopm of S Palm Beach 9901 Donna Klein Blvd Boca Raton FL 33428 PC Unrestricted donations 15258 Kravis Center for the Performing Arts 701 Okeechobee Blvd West Palm Beach FL 33401 PC Unrestricted donations 100 Morgan Pressel Foundation PO Box 480157 Delray Beach FL 33448 PC Unrestricted donations 750 Museum of Jewish Heritage 36 Battery Place New York NY 10280 PC Unrestricted donations 365 National Multiple Sclerosis Society 3250 W Commercial Blvd Ste 340 Ft Lauderdale FL 33309 PC Unrestricted donations 500 Playworksorg 1440 Broadway STE 200 PMB 161 Oakland CA 94612 PC Unrestricted donations 254 Ruth and Norman Rales Jewish Family Services 21300 Ruth and Baron Coleman Blvd Boca Raton FL 33428 PC Unrestricted donations 20100 Spanish River Concerts 2400 Yamato Road Boca Raton FL 33434 PC Unrestricted donations 25 Stand with Us PO Box 341069 Los Angeles CA 90034 PC Unrestricted donations 11739 Temple Beth El 333 SW 4th Ave Boca Raton FL 33432 PC Unrestricted donations 6175 Friends of United Hatzalah 442 5th Ave Ste 1866 New York NY 10018 PC Unrestricted donations 1500 Play for PINK 28 West 44th Street New York NY 10036 PC Unrestricted donations 1300 87342 0 14 1604 14 21888 14 41950 18 48793 0 114235 0 114235 0 0 0 0 0 0 0 0 0 0 Accounting fees 3950 1975 1975 Raymond James & Associates Inc AT COST 1634694 1913596 Excise tax paid 4934 Nondeductible expenses 30 Investment advisory fees 2390 2390 0 Corporate filings 61 0 0 Other income 41950 41950 41950