2026-03-03T08:10:08-06:00 2025-07-31 390859910 BAKER TILLY ADVISORY GROUP LP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990PF 2024-08-01 330489905 CATALINA MARKETING CHARITABLE FOUNDATION CATA 7875795000 200 CARILLON PARKWAY ST PETERSBURG FL 33716 MICHAEL HUFFMASTER CHAIRMAN 7875795000 2026-02-21 1 1 HEATHER DWYER P01512858 2159720701 2026-02-21 2024 2025-03-06 01:10:19Z X 1765206 X 5690 45337 45337 48568 651979 48568 99595 93905 0 0 0 5485 2743 2742 18741 18741 0 1026 0 0 5052 0 5052 30304 21484 7794 149049 149049 179353 21484 156843 -79758 72421 -2414 -1084 -1084 965005 959150 1308933 528162 452929 457357 1490753 1410995 1765206 0 0 X 0 0 0 0 1490753 1410995 1490753 1410995 1490753 1410995 1490753 -79758 0 1410995 0 1410995 BANK OF AMERICA [8314] - PUBLICLY TRADED SECURITIES 2024-08-31 2025-07-31 651979 603411 48568 48568 48568 1007 0 1007 0 1007 1000 0 0 0 1000 0 7 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MICHAEL HUFFMASTER 7275795000 200 CARILLON PARKWAY ST 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BOWLING GREEN STATE UNIVERSITY FOUNDATION INC 1001 E WOOSTER STREET BOWLING GREEN OH 43403 PC RESTRICTED USE 500 NORTHWOOD ES PTA 10200 WOOTEN ROAD ROSWELL GA 30076 PC RESTRICTED USE 500 AIDS FOUNDATION OF CHICAGO 200 W MONROE ST STE 1150 CHICAGO IL 606065036 PC RESTRICTED USE 53 LIGHTHOUSE OF PINELLAS 6925 112TH CIRCLE NORTH SUITE 103 LARGO FL 33773 PC RESTRICTED USE 1000 SPECIAL NEEDS COMMUNITY OF NORTHERN NEVADA 100 N ARLINGTON AVE SUITE 250 RENO NV 89501 PC RESTRICTED USE 1500 WHEELCHAIRS 4 KIDS 1200 S PINELLAS AVE SUITE 3 TARPON SPRINGS FL 34689 PC RESTRICTED USE 800 BUNDLES OF HOPE 17107 CAROLL LAKE DRIVE SPRING TX 77379 PC RESTRICTED USE 1000 GIRLS INCORPORATED OF PINELLAS 7700 61ST STREET NORTH PINELLAS PARK FL 33781 PC RESTRICTED USE 1000 ART INSTITUTE OF CHICAGO 111 S MICHIGAN AVE CHICAGO IL 60603 PC RESTRICTED USE 40 CARING BRIDGE 2750 BLUE WATER RD STE 275 EAGAN MN 55121 PC RESTRICTED USE 25 CHILDRENS ADVOCACY CENTER OF NORTH AND NORTHWEST COOK COUNTY 640 ILLINOIS BLVD HOFFMAN ESTATES IL 60169 PC RESTRICTED USE 50 COMMUNITY CRISIS CENTER INC PO BOX 1390 ELGIN IL 60121 PC RESTRICTED USE 50 CONCERN AMERICA PO BOX 1790 SANTA ANA CA 92702 PC RESTRICTED USE 50 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 PC RESTRICTED USE 50 SHELTER INC 1616N ARLINGTON HEIGHTS RD ARLINGTON HEIGHTS IL 60004 PC RESTRICTED USE 100 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 PC RESTRICTED USE 50 ST BALDRICK'S FOUNDATION 1333 S MAYFLOWER AVE STE 400 MONROVIA CA 91016 PC RESTRICTED USE 25 WINGS PROGRAM INC PO BOX 95615 PALATINE IL 60095 PC RESTRICTED USE 50 GLEANERS COMMUNITY FOOD BANK OF SOUTHEASTERN MICHIGAN 2131 BEAUFAIT ST DETROIT MI 48207 PC RESTRICTED USE 213 ANGELS PLACE 29299 FRANKLIN RD STE 2 SOUTHFIELD MI 48034 PC RESTRICTED USE 182 RONALD MCDONALD HOUSE CHARITIES OF TAMPA BAY 35 DAVIS BOULEVARD TAMPA FL 33606 PC RESTRICTED USE 1000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PC RESTRICTED USE 50 FRIENDS OF WESTMINSTER 1010 ABBOTT KINNEY BLVD VENICE CA 90921 PC RESTRICTED USE 500 WHEELCHAIRS 4 KIDS 1200 S PINELLAS AVE SUITE 3 TARPON SPRINGS FL 34689 PC RESTRICTED USE 3000 CALIFORNIA COMMUNITY FOUNDATION 717 W TEMPLE ST LOS ANGELES CA 90012 PC RESTRICTED USE 100 ST BALDRICK'S FOUNDATION 1333 SOUTH MAYFLOWER AVE SUITE 400 MONROVIA CA 91016 PC RESTRICTED USE 26 MARCH OF DIMES 1550 CRYSTAL DR SUITE 1300 ARLINGTON VA 22202 PC RESTRICTED USE 100 VOICES FOR HOPE OF APHASIA 6798 CROSSWINDS DR N SUITE B-102 ST PETERSBURG FL 33710 PC RESTRICTED USE 2500 CHILDRENS DREAM FUND 1600 23RD AVE N ST ST PETERSBURG FL 33713 PC RESTRICTED USE 1000 HELPING MAMAS INC 4487 PARK DRIVE A1 NORCROSS GA 30093 PC RESTRICTED USE 1000 FLAGLER COLLEGE 74 KINGS ST ST AUGUSTINE FL 32084 PC RESTRICTED USE 200 TO WRITE LOVE ON HER ARMS (TWLOHA) PO BOX 2203 MELBOURNE FL 32902 PC RESTRICTED USE 9625 THE NO MORE FOUNDATION 16703 EARLY RISER AVENUE LAND OLAKES FL 34638 PC RESTRICTED USE 1000 JEWISH 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RESTRICTED USE 500 THE NO MORE FOUNDATION 16703 EARLY RISER AVENUE LAND OLAKES FL 34638 PC RESTRICTED USE 2500 IOWA HEALTH FOUNDATION - UNITYPOINT HEALTH FOUNDATION - BLANK CHILDREN'S HO 1415 WOODLAND AVE SUITE E200 DES MOINES IA 50309 PC RESTRICTED USE 2500 IOWA HEALTH FOUNDATION - UNITYPOINT HEALTH FOUNDATION - BLANK CHILDREN'S HO 1415 WOODLAND AVE SUITE E200 DES MOINES IA 50309 PC RESTRICTED USE 1500 HUMANE SOCIETY OF TAMPA BAY 3607 N ARMENIA AVE TAMPA FL 33607 PC RESTRICTED USE 1500 RAPTOR INC 961 BARG SALT RUN RD MILFORD OH 45150 PC RESTRICTED USE 2000 HUMANE SOCIETY OF PINELLAS 3040 STATE ROAD 590 CLEARWATER FL 33759 PC RESTRICTED USE 1500 LEADER DOGS FOR THE BLIND 1039 S ROCHESTER RD ROCHESTER HILLS MI 48307 PC RESTRICTED USE 2000 CHILDREN'S DREAM FUND 1600 23RD AVE N ST PETERSBURG FL 33713 PC RESTRICTED USE 1500 WOMEN HELPING WOMEN 215 E 9TH ST FLR 7 CINCINATTI OH 45202 PC RESTRICTED USE 2000 TEXAS SEARCH & RESCUE KERR COUNTY SUPPORT 13501 RANCH RD 12 STE 103 WIMBERLEY TX 78676 PC RESTRICTED USE 3000 BREAKTHROUGH PO 47200 CHICAGO IL 60647 PC RESTRICTED USE 2000 RONALD MCDONALD HOUSE CHARITIES OF TAMPA BAY 35 DAVIS BLVD TAMPA FL 33606 PC RESTRICTED USE 3000 CINCINNATI THERAPEUTIC RIDING HORSEMANSHIP 1342 US ROUTE 50 MILFORD OH 45150 PC RESTRICTED USE 5000 ARTHRITIS FOUNDATION BELL EVENT CENTRE 444 READIG RD CINCINATTI OH 45202 PC RESTRICTED USE 2500 PINELLAS EDUCATION FOUNDATION 12090 STARKEY RD LARGO FL 33773 PC RESTRICTED USE 5000 PASCO EDUCATION FOUNDATION INC PO BOX 1248 LAND OLAKES FL 34639 PC RESTRICTED USE 2500 HILLSBOROUGH EDUCATION FOUNDATION 2306 N HOARD AVE TAMPA FL 33607 PC RESTRICTED USE 2500 JUNIOR ACHIEVEMENT 13707 N 22ND ST TAMPA FL 33613 PC RESTRICTED USE 3000 FRAMEWORKS OF TAMPA BAY 401 EAST OAK AVE TAMPA FL 33602 PC RESTRICTED USE 2000 KEEP PINELLAS BEAUTIFUL 5090 66TH ST N ST PETERSBURG FL 33709 PC RESTRICTED USE 1000 SECOND START NEWTON LEARNING CENTER OF NORTHERN NEVADA 1325 BOURET DR SAN JOSE CA 95118 PC RESTRICTED USE 1750 EQUALITY FLORIDA INSTITUTE PO BOX 20786 TAMPA FL 33622 PC RESTRICTED USE 2250 GIRLS IN THE GAME 1401 S SACRAMENTIO DR CHICAGO IL 60623 PC RESTRICTED USE 30 UNITED LEUKODYSTROPHY FOUNDATION 224 N SECOND STREET STE 2 DEKALB IL 60115 PC RESTRICTED USE 1500 RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND & NW INDIANA 110 N CARPENTER CHICAGO IL 60607 PC RESTRICTED USE 1450 WINGS PROGRAM PO BOX 95615 PALATINE IL 60095 PC RESTRICTED USE 750 CAL'S ANGELS 2422 W MAIN STREET STE 3B SAINT CHARLES IL 60175 PC RESTRICTED USE 750 A SAFE HAVEN FOUNDATION INC 2750 WEST ROOSEVELT RD CHICAGO IL 60608 PC RESTRICTED USE 750 DEBORAH'S PLACE 2822 WEST JACKSON BLVD CHICAGO IL 60612 PC RESTRICTED USE 750 GARDENEERS 3250 W ADAMS ST CHICAGO IL 60624 PC RESTRICTED USE 1000 BUILD OUR CENTER AKA OUR CENTER 1745 SOUTH WELLS AVE RENO NV 89502 PC RESTRICTED USE 1000 BRAVEN 100 N LA SALLE ST SUITE 310 CHICAGO IL 60602 PC RESTRICTED USE 2000 BRAVEN 100 N LA SALLE ST SUITE 310 CHICAGO IL 60602 PC RESTRICTED USE 1000 BEST BUDDIES 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