2025-04-15T13:17:35-04:00 2024-12-31 271238921 KMETZ ELWELL GRAHAM & ASSOC PLLC 2800 OCEAN DRIVE VERO BEACH FL 329632064 990PF 2024-01-01 522250015 HENRY E HALLER JR FOUNDATION HENR 9547646260 2100 SOUTH OCEAN LANE UNIT 1511 FORT LAUDERDALE FL 33316 LINDA B HALLER EXEC DIRECTOR / TRUS 9547648616 2025-03-29 true BRIAN J ELWELL CPA P00292618 7722316902 2025-03-29 2024 2025-03-06 01:10:19Z X 85096776 X X 2117271 2117271 2117271 4250142 32964801 4250142 151157 6367413 6367413 2268428 275004 68751 206253 9000 9000 168003 168003 73918 7517 10401 528 528 62997 62997 1253 1253 1206 196 1010 591909 244995 290914 4055900 4055900 4647809 244995 4346814 1719604 6122418 2268428 274825 233499 233499 30722 2468086 2468086 21535788 20142066 59983874 19788252 20435490 19638630 1956094 1956094 2728972 5281 5281 528 43715 43715 43586209 45278950 85096776 1035 24597 25632 0 X 43560577 45278950 43560577 45278950 43586209 45278950 43560577 1719604 45280181 1231 45278950 CHARLES SCHWAB P 6695245 6592153 103092 103092 CHARLES SCHWAB P 26097735 21998750 4098985 4098985 CHARLES SCHWAB P 171821 123756 48065 48065 4250142 151157 85102 85102 85102 56000 56000 29102 false false false false false false false true true PA true false false false false true N/A KMETZ ELWELL GRAHAM ASSOCIATES 7722316902 2800 OCEAN DRIVE VERO BEACH FL 32963 false false false false false false false true 2021 true false false false false false false false false false false false false LINDA B HALLER 2100 S OCEAN LANE UNIT 1511 FT LAUDERDALE FL 33316 EXEC DIRECTO 000.00 150000 0 0 KEVIN D BOYCE ESQ NORTH POINT 901 LAKESIDE AVENUE CLEVELAND OH 44144 TRUSTEE 000.00 75000 0 0 KELLY B SHANNON 2100 S OCEAN LANE UNIT 1511 FT LAUDERDALE FL 33316 TRUSTEE 000.00 50004 0 0 NONE NONE N/A 81870517 3003175 0 84873692 84873692 1273105 83600587 4180029 4180029 85102 85102 4094927 4094927 4094927 4346814 4346814 4094927 3598849 2020 84540 4346814 3598849 747965 84540 84540 3346962 LINDA B HALLER 2100 S OCEAN LANE UNIT 1511 FT LAUDERDALE FL 33316 9547646260 AMOUNT REQUESTED AND PROPOSED USE OF FUNDS NONE NONE BROWARD COUNTY LIBRARY FOUNDATION 100 SOUTH ANDREWS AVE FORT LAUDERDALE FL 33312 NONE PC ANNUAL APPEAL 20000 BROWARD HEALTH FOUNDATION 1700 NW 49TH STREET FORT LAUDERDALE FL 33309 NONE PC GENERAL 1012700 BROWARD PERFORMING ARTS FOUNDATION 201 SOUTHWEST 5TH AVE FORT LAUDERDALE FL 33312 NONE PC ANNUAL APPEAL 155000 COLD CREEK FOUNDATION P O BOX 218 CASTALIA OH 44824 NONE PC GENERAL 15000 DUKE UNIVERSITY P O BOX 3701 DURHAM NC 27710 NONE PC LORD CHALLEGE 1000000 DUKE UNIVERSITY P O BOX 3701 DURHAM NC 27710 NONE PC DR, LUO PROFESSOR 700000 DUKE UNIVERSITY P O BOX 90046 DURHAM NC 27708 NONE PC JOHN ROBERTS MD 15000 FLORIDA HUMANITIES COUNCIL 599 2ND STREET SOUTH ST PETERSBURG FL 33701 NONE PC ANNUAL APPEAL 1200 FLORIDA OPERA 425 24TH STREET WEST PALM BEACH FL 33407 NONE PC GENERAL 1000 HEADSTRONG VETERANS PROJECT P O BOX 412572 BOSTON MA 02241 NONE PC GENERAL 25000 HEALING WATERS PROJECT P O BOX 695 LA PLATA MD 20646 NONE PC GENERAL 12000 LEUKEMIA LYMPHOMA SOCIETY 1201 15TH STREET NW WASHINGTON DC 20005 NONE PC GENERAL 50000 MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC ANNUAL APPEAL 1000 NEIGHBORS 4 NEIGHBORS 8900 NW 18TH TERRACE DORAL FL 33172 NONE PC GENERAL 1000 RONALD MCDONALD HOUSE 10415 EUCLID AVENUE CLEVELAND OH 44106 NONE PC RECREATION CENTER 375000 ST ANTHONY CATHOLIC CHURCH 901 NE 2ND STREET FORT LAUDERDALE FL 33301 NONE PC GENERAL 1000 THE 85 FUND 201 MAIN ST FORT WORTH TX 76102 NONE PC GENERAL 50000 UNIVERSITY OF PITTSBURGH 4200 5TH AVE PITTSBURGH PA 15260 NONE PC GENERAL 35000 UNIVERSITY SCHOOL 20710 BRANTLEY ROAD SHAKER HEIGHTS OH 44122 NONE PC BOYCE HALLER LABORATORY 400000 USO 210 N EL CIELO ROAD PALM SPRRINGS CA 92262 NONE PC GENERAL 150000 WAKE FOREST UNIVERSITY 1834 WAKE FOREST ROAD WINSTONSALEM NC 27109 NONE PC SCHOLARSHIPS 21000 WESTERN RESERVE LAND CONSERVANCY 3850 CHAGRIN RIVER ROAD MORELAND HILLS OH 44022 NONE PC CONSERVE LAND 15000 4055900 14 2117271 18 4250142 6367413 6367413 false false false false false false false false false false ACCOUNTING FEES 9000 9000 COMPUTER 2019-11-20 5281 4753 S/L 5.0000 528 528 CORPORATE SECURITIES 20435490 19638630 STOCK PORTFOLIO 20142066 59983874 OTHER INVESTMENT FUNDS AT COST 1956094 2728972 OFFICE EQUIPMENT 5281 5281 PREPAID TAXES DIVIDENDS RECEIVABLE 43715 43715 NON-DEDUCTABLE PENALTIES 1231 EXPENSES OFFICE EXPENSE 421 421 ADP FEES 785 196 589 ACCRUED EXCISE TAX 24597 PROFESSIONAL FEES 168003 168003 FOREIGN TAX PAID 4049 4049 EXCISE TAX 56000 PAYROLL TAXES 13869 3468 10401