2026-07-10T12:44:33-05:00 2025-12-31 113670147 DOANE & DOANE PA 2979 PGA BLVD SUITE 201 PALM BEACH GARDENS FL 33410 990PF 2025-01-01 831150552 BALGLEY FAMILY CHARITABLE FOUNDATION BALG 5616560200 2979 PGA BOULEVARD SUITE 201 PALM BEACH GARDENS FL 33410 REBECCA G DOANE SECRETARY 5616560200 2026-07-10 1 RANDELL C DOANE P01446855 5616560200 2025 2025-03-06 01:10:19Z X 10870814 X X 18997 18997 305084 305084 -369267 803369 0 -45186 324081 0 0 0 67609 0 13522 8845 0 0 5940 0 0 15553 0 0 97947 0 13522 311000 311000 408947 0 324522 -454133 324081 688531 41629 41629 4333959 3501541 8279883 1430298 2477462 2477462 42800 20823 71840 6495588 6041455 10870814 0 0 X 0 0 0 0 6495588 6041455 6495588 6041455 6495588 6041455 6495588 -454133 0 6041455 0 6041455 BAIRD LT GAIN LOSS 802190 1172636 -370446 -370446 PLAINS ALL K1 P 44 44 44 CAPITAL GAINS DIVIDENDS P 1135 1135 1135 -369267 4505 0 4505 0 4505 5178 0 4127 0 9305 0 4800 4800 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 NONE REBECCA G DOANE 5616560200 2979 PGA BOULEVARD SUITE 201 PALM BEACH GARDENS FL 33410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REBECCA G DOANE 2979 PGA BOULEVARD SUITE 201 PALM BEACH GARDENS FL 33410 TRUSTEE 1.00 0 0 0 MEREDITH A BALGLEY PO BOX 9293 ASHEVILLE NC 288150293 TRUSTEE 1.00 0 0 0 JOEL F BALGLEY P O BOX 530623 ST PETERSBURG FL 337470623 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 9233271 707211 0 9940482 0 0 9940482 149107 9791375 489569 489569 4505 4505 485064 0 485064 0 485064 324522 0 324522 485064 314206 0 0 324522 314206 0 0 10316 0 0 0 0 0 0 0 0 474748 0 0 0 REBECCA G DOANE 2979 PGA BOULEVARD SUITE 201 PALM BEACH GARDENS FL 33410 5616560200 RGDOANE@DOANELAW.COM NO REQUIRED FORMAT. NONE. NONE. ADAM'S FORGE 750 E EAST STREET SIMI VALLEY CA 93065 NONE NC FORGING COMMUNITY CONNECTIONS THROUGH BLACKSMITHING, METAL ARTS, AND CRAFTS. 2000 ALI FORNEY CENTER 307 W 38TH ST FL 2 NEW YORK NY 10018 NONE NC SUPPORTS HOMELESS LGBTQ 1000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD STREET 18TH FL NEW YORK NY 10004 NONE NC FIGHTS FOR CIVIL LIBERTIES 10000 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 NONE NC SAVE LIVES, BRING HOPE TO THOSE AFFECTED BY SUICIDE. 1000 AMERICAN FRIENDS OF COMBATANTS FOR PEACE 1801 WEST OLYMPIC BLVD PASADENA CA 91199 NONE NC WORKING TO END THE ISRAELI-PALESTINIAN CONFLICT THROUGH NON-VIOLENT MEANS TO PROMOTE PEACE. 3000 AMERICAN YOUTH HOSTELS 8401 COLESVILLE ROAD SUITE 600 SILVER SPRING MD 20910 NONE NC OPERATES YOUTH HOSTELS AND RUNS PROGRAMS 2500 ASHEVILLE SYMPHONY SOCIETY INC 27 COLLEGE PLACE SUITE 100 ASHEVILE NC 28801 NONE NC GENERAL FUND DONATION 3000 BLACK HAWK COLLEGE FOUNDATION 6600 34TH AVENUE MOLINE IL 612655870 NONE NC HIGHER EDUCATION 1000 BLUEFIELD STATE COLLGE 219 ROCK STREET BLUEFILD WV 24701 NONE NC PROMOTES GENERAL WELFARE OF STATE COLLEGE 1000 BOYS TOWN 14100 CRAWFORD STREET BOYS TOWN NE 68010 NONE NC HELPING CHILDREN 1500 BRIDGING CULTURES WITH MUSIC 1540 AQUARIUS WAY BOWLING GREEN KY 421040213 NONE NC PROVIDE MUSIC EDUCATION FOR UNDERSERVED POPULATONS 2000 CEDARS 6601 PIONEERS BLVD STE 2 LINCOLN NE 68506 NONE NC HELP CHILDREN ACHIEVE YOUTH SAFETY 1000 CENTER FOR CONSCIOUS LIVING AND DYING PO BOX 348 SWANNANOA NC 28778 NONE NC DIRECT CARE, EDUCATION AND RESOURCES FOR LIFE'S FINAL STAGES 20000 CENTER FOR MOVEMENT EDUCATION PO BOX 2001 SEBASTOPOL CA 95473 NONE NC EDUCATE PEOPLE IN THE ROLE OF MOVEMENT IN HUMAN DEVELOPMENT 8000 CENTRAL CONNECTICUT STATE UNIVERSITY 1615 STANLEY STREET NEW BRITAIN CT 06050 NONE NC PUBLIC UNIVERSITY 1000 CLEAN ENERGY LEADERSHIP INSTITUTE 1212 BROADWAY FLOOR 16 OAKLAND CA 946121805 NONE NC PROMOTE TRANSITION TO CLEAN ENERGY ECONOMY 6000 COMMUNITY HEALTH 2611 WEST CHICAGO AVENUE CHICAGO IL 60622 NONE NC SERVICE TO PEOPLE WITHOUT ESSENTIAL HEALTH CARE. 1000 CONNECTIKIDS INC 814 ASYLUM AVENUE HARTFORD CT 061052805 NONE NC ENHANCE AND ENRICH EDUCATIONAL EXPERIENCES OF WEST MIDDLE SCHOOL STUDENTS 2000 COVENANT HOUSE 733 BREAKERS AVENUE FORT LAUDERDALE FL 33304 NONE NC PROVIDE SHELTER, FOOD, IMMEDIATE CRISIS CARE, AND OTHER SERVICES TO HOMELESS AND RUNAWAY YOUTH 10000 CROWDEN MUSIC CENTER 1475 ROSE ST BERKELEY CA 94702 NONE NC PRIVATE NON PROFIT EDUCATION 2000 CULTURES IN HARMONY 6496 NORTH TUXEDO STREET INDIANAPOLIS IN 46220 NONE NC ADVANCE AND PROMOTE INTERNATIONAL AND CULTURAL UNDERSTANDING THROUGH MUSIC AND INTERACTION 2000 DATMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE NC PRIVATE RESEARCH UNIVERSITY 1000 DAYENU 475 RIVERSIDE DR STE 860 NEW YORK NY 10115 NONE NC SUPPORT CLIMATE CRISIS SOLUTIONS A JEWISH CALL TO CLIMATE ACTION 5000 DOCTORS WITHOUT BORDERS 40 RECTOR STEET NEW YORK NY 10006 NONE NC HUMANITARIAN MEDICAL PROJECTS 2000 EARTHJUSTICE PO BOX 96346 WASHINGTON DC 200777953 NONE NC ENVIRONMENT CONSERVATION 3000 ECKERD COLLEGE 4200 54TH AVENUE SOUTH ST PETERSBURG FL 33711 NONE NC HIGHER EDUCATION 500 ECOFORESTORS PO BOX 16007 ASHEVILE NC 28816 NONE NC PROFESSIONAL FERESTRY ORGANIZATION 5000 EL SISTEMA USA PO BOX 945 DURHAM NC 27702 NONE NC SUPPORTING PROGRAMS TO EFFECT SOCIAL CHANGE THROUGH MUSIC FOR CHILDREN 3000 FLORIDA SHERIFFS YOUTH RANCHES PO BOX 2000 BOYS RANCH FL 32064 NONE NC WORKS TO PREVENT DELINQUENCY AND DEVELOP STRONG, LAWFUL, RESILIENT, AND PRODUCTIVE CITIZENS. 500 FORMAN SCHOOL OF INTERNATIONAL ADVANCEMENT 12 NORFOLK RD PO BOX 80 LITCHFIELD CT 067590080 NONE NC PRIVATE COLLEGE PREPRATORY SCHOOL FOR HIGH SCHOOL AND POST-GRADUATE STUDENT WITH DIAGNOSED LEARNING DIFFERENCES 500 GREENWAVE PO BOX 550 NEW HAVEN CT 06513 NONE NC SUPPORT REGENEARATIVE OCEAN FARMING 7000 HARRIET BEECHER STOWE CENTER 77 FOREST AVENUE HARTFORD CT 061054401 NONE NC PRESERVES STOWE'S HOUSE AND PROMOTES HER LIFE WORK 2000 HARTFORD GAY AND LESBIAN HEALTH COLLECTIVE PO BOX 2094 HARTFORD CT 06145 NONE NC SUPPORTS DIVERSE SEXUAL ORIENTATIONS, GENDER IDENTITIES AND GENDER EXPRESSIONS 1500 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 101681289 NONE NC ASSISTS REFUGEES AND DISPLACED PEOPLE 1000 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 560079847 NONE NC ASSIST REFUGEES AND DISPLACED PEOPLE RESPONSIVE TO INTERNATIONAL HUMANITARIAN CRISES 5000 JEWISH FEDERATION OF THE QUAD CITIES 2215 EAST KIMBERLY ROAD DAVENPORT IA 52807 NONE NC PRESERVE, PROTECT, ENRICH AND ENHANCE JEWISH LIFE 1000 JEWISH TAPESTRY PROJECT INC PO BOX 10624 RALEIGH NC 27605 NONE NC WORKS WITH SOCIALLY AND ECONOMICALLY VULNERABLE COMMUNITIES IN THE FORMER SOVIET UNION AND EASTERN EUROPE. 3000 KISS THE GROUND PO BOX 515381 PMB 63508 LOS ANGELES CA 90051 NONE NC REGENERATIVE FARMING 6000 MATTHEW SHEPARD FOUNDATION 800 18TH ST DENVER CO 80202 NONE NC SUPPORT THE DIGNITY AND EQUALITY OF ALL PEOPLE 500 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 NONE NC ACADEMIC MEDICAL CENTER FOCUSED ON INTEGRATED PATIENT CARE, EDUCATION, RESEARCH 2000 METROPOLITAN MINISTRIES 2002 NORTH FLORIDA AVENUE TAMPA FL 33602 NONE NC HELPS HOMELESS AND AT RISK IN HILLSBOOUGH, PINELLAS, POLK AND PASCO COUNTIES FLORIDA 1000 NOAH WEBSTER HOUSE 227 SOUTH MAIN STREET WEST HARTFORD CT 06107 NONE NC NATIONAL HISTORIC LANDMARK & MUSEUM 500 NPR PO BOX 791490 BALTIMORE MD 212791490 NONE NC AMERICAN PUBLIC BROADCASTING ORGANIZATION 7000 PBS NORTH CAROLINA PO BOX 14900 RESEARCH TRIANGLE PARK NC 277094900 NONE NC AMERICAN PUBLIC BROADCASTING ORGANIZATION 5000 PLAN INTERNATIONAL PO BOX 9747 PROVIDENCE RI 029409420 NONE NC BRINGING FOOD, EDUCTION, AND SAFETY TO GIRLS WORLDWIDE. 4000 PLAY ON PHILLY PO BOX 8662 PHILADELPHIA PA 19101 NONE NC MUSIC EDUCATION 2000 POINT FOUNDATION PO BOX 60108 LOS ANGLES CA 90060 NONE NC SCHOLARSHIP FUND THAT PROVIDES FINANCIAL AID FOR LGBTQ+ COLLEGE BOUND STUDENTS 1000 PROJECT DRAWDOWN 428 MINNESOTA STREET STE 500 ST PAUL MN 55101 NONE NC CLIMATE SOLUTIONS 4000 RANCHO CIELO PO BOX 6948 SALINAS CA 93912 NONE NC EDUCATION AND VOCATIONAL TRAINING. 1000 ROAD SCHOLAR PO BOX 56033 BOSTON MA 022056033 NONE NC EDUCATIONAL TRAVEL PROGRAMS FOR OLDER ADULTS. 1000 SMITH COLLEGE STODDARD ANNEX 23 ELM STREET NORTHHAMPTON MA 01063 NONE NC PRIVATE COLLEGE 1000 SOIL HELATH ACADEMY 25554 COUNTY ROAD 136 SAINT CLOUD MN 563017721 NONE NC TEACH/ASSIST FARMERS, RANCHERS IN APPLYING REGENERATE AGRICULTURE PRINCIPLES 5000 SOLUTIONS PROJECT INC 4096 PIEDMONT AVENUE NO 728 OAKLAND CA 946115221 NONE NC SUPPORT CLIMATE CHANGE 4000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE NC CATALYST FOR RACIAL JUSTICE 5000 ST JUDES CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE NC RESEARCH PEDIATIRC CATASTROPHIC DISEASES 1000 ST PETERSBURG FREE CLINIC 863 3RD AVENUE NORTH ST PETERSBURG FL 33701 NONE NC PROVIDES HEALTH CARE, FOOD, RECOVERY HOUSING, AND EDUCATION FOR THE COMMUNITY. 3000 ST PETERSBURG COLLEGE FOUNDATION INC P O BOX 13489 ST PETERSBURG FL 337333489 NONE NC HIGHER EDUCATION 1500 STANDUP FOR KIDS 200 NELSON FERRY ROAD SUITE B DECATUR GA 30030 NONE NC YOUTH DEVELOPMENT AND SHELTER 500 THE LAND INSTITUTE 2440 EAST WATER WELL ROAD SALINA KS 67401 NONE NC DEVELOP NATURAL SYSTEMS OF AGRICULTURE REDUCE OR ELIMINATE NEGATIVE IMPACTS OF INDUSTRIAL AGRICULTURE 4000 THE MARK TWAIN HOUSE & MUSEUM 351 FARMINGTON AVENUE HARTFORD CT 061054401 NONE NC NATIONAL HISTORIC LANDMARK & MUSEUM 500 THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION PO BOX 104142 PASADENA CA 911894142 NONE NC PRESERVE AND PROTECT NATURAL OCEAN ENVIRONMENT 6000 THE SHRINERS HOSPITAL FOR CHILDREN 2900 NORTH ROCKY POINT DRIVE TAMPA FL 33607 NONE NC PROVIDE PEDIATRIC SPECIALTY CARE WITHOUT FINANCIAL OBLIGATION TO PATIENTS OR THEIR FAMILIES 2000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 NONE NC PROVIDE CRISIS INTERVENTION AND SUICIDE PREVENTION 1000 UNIERSITY OF SAINT JOSEPH 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 NONE NC PRIVATE ROMAN CATHOLIC UNIVERSITY 1000 UNIVERSITY OF CHARLSESTON 2300 MACCORKLE AVE SE CHARLESTON WV 25304 NONE NC PRIVATE UNIVERSITY 40000 UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVE WEST HARTFORD CT 06117 NONE NC PRIVATE UNIVERSITY STUDENT ASSISTANCE 50000 USA FOR UNHCR 1310 L STREET NW STE 450 WASHINGTON DC 20005 NONE NC ASSIST REFUGEES 4000 WADSWORTH ATHENEUM MUSEUM OF ART 600 MAIN STREET HARTFORD CT 06103 NONE NC ART MUSEUM 500 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 200906538 NONE NC DISASTER RESPONSE RESTORING FOOD SYSTEMS 20000 WORLD FOOD PROGRAM USA PO BOX 96316 WASHINGTON DC 200906316 NONE NC HUMANITARIAN ORGANIZATION DELIVERING FOOD 3000 XAVIER UNIVERSITY OF LOUISIANA 1 DREXEL DRIVE BOX 66 NEW ORLEANS LA 70125 NONE NC PRIVATE HISTORICALLY BLACK ROMAN CATHOLIC UNIVERSITY 1000 311000 0 14 18997 14 305084 18 -369267 0 -45186 0 -45186 0 0 0 0 0 0 0 0 0 0 TAX AND ACCOUNTING 8845 0 0 NONE TAXABLE BONDS 2477462 2477462 PUBLICLY TRADED STOCKS 3501541 8279883 PUBLICLY TRADED PARTNERSHIPS AT COST 20823 71840 LEGAL FEES 67609 0 13522 K1 PLAINS ALL AMERICA - MISC EXPENSE ITEMS 54 0 0 K1 PLAINS ALL AMERICA - ORDINARY LOSSES 15499 0 0 FOREIGN TAX WITHHELD ON DIVIDENDS 404 0 0 FOREIGN TAXES - PLAINS K-1 556 0 0 FEDERAL EXCISE TAX 4980 0 0