2026-09-11T14:10:42-07:00 2025-12-31 934809373 ACTS CPAs & Advisors PLLC 1811 N Belcher Rd Ste I2 Clearwater FL 33765 990PF 2025-01-01 874090869 Crawford Ker Foundation Trust CRAW 7272707810 4500 140th Ave N Ste 202 Clearwater FL 33762 Crawford Ker Trustee 2026-09-11 true James D Appelt CPA P01206553 7277999727 2025 X 2194880 X 6000 432 432 432 22962 22962 22962 40592 1129698 40602 69986 63996 23394 32000 19200 12800 14130 8478 5652 3209 1925 1284 16396 9838 6558 10109 9746 6066 4043 75844 9746 45507 30337 35500 35500 111344 9746 45507 65837 -41358 54250 145485 12236 12236 712 1563536 2182644 2182644 1709733 2194880 2194880 1325 1325 1325 1325 X 1708408 2193555 1708408 2193555 1709733 2194880 1708408 -41358 527264 2194314 759 2193555 ML #266 ST Noncovered P 2025-01-01 2025-01-01 7576 7575 1 1 ML #266 LT Noncovered P 2020-01-01 2025-11-01 57594 57597 -3 -3 ML #274 ST Covered P 2025-01-01 2025-01-01 475958 480878 -4920 -4920 ML #274 LT Covered P 2020-01-01 2025-11-01 125939 96888 29051 29051 ML #275 ST Covered P 2025-01-01 2025-01-01 406858 408100 -1242 -1242 ML #275 LT Covered P 2020-01-01 2025-11-01 55773 38068 17705 17705 Wash Sale 10 40602 -6151 754 754 754 1549 1549 X 795 795 false false false false false false false false true true false false false false true N/A Charlene Heuring 7272707810 4500 140th Ave N Ste 202 Clearwater FL 33762 false false false false true false false false false false false false false false false true false false false false false false false Crawford Ker 4500 140th Ave N Ste 202 Clearwater FL 33762 Trustee 0.00 0 NONE NONE 1893692 52966 0 1946658 0 1946658 29200 1917458 95873 95873 754 754 95119 95119 95119 65837 65837 95119 2018 72000 75381 149399 65837 0 65837 29282 29282 120117 0 120117 44736 75381 Crawford Ker 4500 140th Ave N Ste 202 Clearwater FL 33762 7272707810 charlene@kerholdingsllc.com Paper or email submissions. Include information on needs and uses for the grants requested. 09/30 GRANTS ARE MADE TO ENABLE PUBLIC CHARITIES TO AFFORD PROGRAMS WHICH HELP TO PROVIDE SCHOLARSHIPS, CATHOLIC CHARITIES AND THE CHURCH, AND LOCAL SOCIAL PROGRAMS TO ASSIST PEOPLE AND FAMILIES IN NEED. APPLICANTS WILL BE INTERVIEWED TO DETERMINE ELIGIBILITY AND AMOUNTS TO BE GRANTED. Concussion Legacy Foundation 361 Newbury St 5th Floor Boston MA 02115 Public Charity PC To asist with helping cure concussions 15000 The Amanda Ranch Inc PO Box 65023 Orange Park FL 32065 Public Charity PC To help those going through emotional distress after a trial or loss 12000 Clearwater for Youth Inc 1501 N Belcher Rd Clearwater FL 33765 Public Charity PC To provide financial support to further this charity's mission. 8500 35500 432 22962 40592 63986 63986 false false false false false false false false false false X X 1 James Appelt 1660 Farrier Trail Clearwater FL 33765 6000 X Accounting Fees 14130 0 8478 5652 AMGEN INC COM APPLE INC 74218 74218 AT&T INC BHP GROUP LTD BRISTOL-MYERS SQUIBB CO BROADCOM INC 129441 129441 BUNGE LIMITED CATERPILLAR INC DEL 77337 77337 CHEVRON CORP 22709 22709 CIGNA CORP REG SHS CONAGRA BRANDS INC DEVON ENERGY CORP NEW ELI LILLY & CO 33315 33315 EXXON MOBIL CORP COM 24790 24790 GENL DYNAMICS CORP COM GILEAD SCIENCES INC COM 31912 31912 HOME DEPOT INC 22711 22711 INTL BUSINESS MACHINES 44135 44135 JPMORGAN CHASE & CO 78622 78622 KINDER MORGAN INC. DEL LOCKHEED MARTIN CORP MICROSOFT CORP 33853 33853 MORGAN STANLEY NUTRIEN LTD REG SHS PEPSICO INC PIONEER NATURAL RES CO RAYTHEON TECHNOLOGIES ASML HLDG NV NY REG SHS BOEING COMPANY 32785 32785 CF INDS HLDGS INC CONSTELLATION BRANDS INC CUMMINS INC COM D R HORTON INC DIAMONDBACK ENERGY INC EOG RESOURCES INC FIRST TR NYSE ARCA BIOTE FREEPORT-MCMORAN INC 25852 25852 GOLDMAN SACHS GROUP INC 44829 44829 LAMB WESTON HOLDINGS INC MARRIOTT INTL INC NEW A MCKESSON CORPORATION COM MICRON TECHNOLOGY INC 61934 61934 NORTHROP GRUMMAN CORP NVIDIA 97167 97167 OCCIDENTAL PETE CORP CAL SCHLUMBERGER LTD THE MOSAIC COMPANY T-MOBILE US INC SHS ULTA BEAUTY INC UNITEDHEALTH GROUP INC VALERO ENERGY CORP NEW VERTEX PHARMCTLS INC VULCAN MATERIALS CO ALLSTATE CORP DEL ARES MANAGEMENT 29902 29902 CADENCE DESIGN SYS INC CAMECO CORP 43275 43275 COTERRA ENERGY INC DIGITAL RLTY TR INC EATON CORP PLC 45547 45547 EMERSON ELEC CO 29995 29995 EVEREST GROUP LTD GENERAL ELEC CO REG SHS HALLIBURTON COMPANY INTUITIVE SURGICAL INC LINDE PLC NEW LOWE'S COMPANIES INC MARATHON PETROLEUM CORP MARRIOTT INTL INC NEW A NEWMONT CORPORATION 50624 50624 NETFLIX COM INC 36848 36848 PARKER HANNIFIN CORP 35158 35158 PALO ALTO NETWORKS INC QUALCOMM INC RIO TINTO PLC SPNSRD ADR 26810 26810 SALESFORCE INC SEAGATE TECH HLDGS PUB TAIWANS MANUFCTRING ADR 54092 54092 VISA INC CL A SHRS ADVNCD MICRO D INC 36621 36621 AIR PRODUCTS&CHEM ALPHABET INC SHS CL A 9077 9077 AMAZON COM INC COM 28391 28391 CROWDSTRIKE HLDGS INC 34688 34688 DOVER CORP DIGITAL RLTY TR INC GE AEROSPACE 42200 42200 JOHNSON CONTROLS INTER 37841 37841 KKR & CO INC CL A META PLATFORMS INC 33665 33665 ONEOK INC OKLAHOMA PALANTIR TECHNOLOGIES 158731 158731 PAYPAL HOLDINGS INC SHS PHILLIPS 66 SHS PNC FINCL SERVICES GROUP PROGRESSIVE CRP OHIO RTX CORP TESLA INC 31031 31031 VERTIV HLDG CO 38396 38396 WELLTOWER INC 3M COMPANY 41626 41626 AMER EXPRESS COMPANY 27746 27746 AMPHENOL CORP CL A NEW 22028 22028 APPLOVIN CORP COM 11455 11455 ARISTA NETWORKS INC REG 19786 19786 CISCO SYSTEMS INC 17794 17794 COINBASE GLOBAL INC REG 24197 24197 CORNING INC 53762 53762 EQT CORP 30177 30177 GE VERONA INC 40521 40521 JOHNSON AND JOHNSON COM 32077 32077 NEXTERA ENERGY INC SHS 34119 34119 PROLOGIS INC 28596 28596 QUANTA SERVICES INC 39252 39252 ROBINHOOD MARKETS INC 35287 35287 STEEL DYNAMICS INC COM 38126 38126 VISTRA CORP 29846 29846 INVESCO S&P 500 EQUAL 17747 17747 Nondividend distributions 274 759 Foreign Tax Witholding 165 165 99 66 Investment account fees 9581 9581 5749 3832 Supplies 363 218 145 Federal Income Tax 712 Minor Book Adjustment 46 Wash Sale Adjustment 10 Federal Income Tax 712 427 285 Payroll Taxes 2497 1498 999