2024-05-14T12:00:10-05:00 2023-12-31 141918990 TEMPLETON & COMPANY LLP 201 EAST LAS OLAS BLVD STE 1650 FORT LAUDERDALE FL 33301 990PF 2023-01-01 201067444 GARY PETERS FAMILY FOUNDATION INC GARY 5619947330 6013 LE LAC ROAD BOCA RATON FL 33496 GARY PETERS DIRECTOR 5619947330 2024-05-14 1 GARY PETERS XXX-XX-XXXX 1 WALT MAXWELL P00186333 9543330001 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5948297 X X 4237 4237 178822 178822 -118400 855357 0 46088 46088 0 110747 229147 0 0 0 0 0 96120 96120 0 0 12272 12272 0 0 17457 17457 0 0 14302 0 0 0 7573 7573 0 0 714 0 0 53167 53167 0 0 87178 87178 0 0 288783 273767 0 0 165207 165207 453990 273767 0 165207 -343243 0 0 322333 116164 116164 31557 0 0 2745498 2847003 3258932 733118 414144 414144 1834129 2109963 2151726 36766 33007 4473 3759 3759 3572 3572 3572 5674680 5494605 5948297 507000 507000 507000 507000 X 0 0 0 0 5167680 4987605 5167680 4987605 5674680 5494605 5167680 -343243 163168 4987605 0 4987605 UBS #02025 93217 92700 517 517 UBS #02025 469988 535589 -65601 -65601 UBS #00485 68594 72325 -3731 -3731 UBS #00485 215341 273143 -57802 -57802 UBS #00485 2500 2500 2500 CAPITAL GAINS DIVIDENDS P 5717 5717 5717 -118400 -3214 0 0 0 0 0 2800 0 0 0 2800 0 2800 2800 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A GARY PETERS 5619947330 6013 LE LAC ROAD BOCA RATON FL 33496 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 GARY PETERS 6013 LE LAC ROAD BOCA RATON FL 33496 DIRECTOR 1.00 0 0 0 CECILIA PETERS 6013 LE LAC ROAD BOCA RATON FL 33496 DIRECTOR 1.00 0 0 0 WILLIAM GREGORY PETERS 6013 LE LAC ROAD BOCA RATON FL 33496 DIRECTOR 1.00 0 0 0 ADAM PETERS 6013 LE LAC ROAD BOCA RATON FL 33496 DIRECTOR 1.00 0 0 0 GARY M PETERS 6013 LE LAC ROAD BOCA RATON FL 33496 DIRECTOR 1.00 0 0 0 JENNIFER SIMMONS 6013 LE LAC ROAD BOCA RATON FL 33496 DIRECTOR 1.00 0 0 0 ANNE JAAKKOLA 6013 LE LAC RD BOCA RATON FL 33496 EXECUTIVE ASSISTANT 40.00 96120 0 0 0 NONE 0 THE FOUNDATION INITIATED A SCHOLARSHIP PROGRAM IN 2019 APPROVED BY THE INTERNAL REVENUE SERVICE ON MARCH 7, 2019. THE PURPOSE OF THE PROGRAM IS TO PROVIDE SCHOLARSHIP GRANTS TO DESERVING IMMIGRANTS AND FOREIGN STUDENTS, MINORITY STUDENTS AND LOW-INCOME STUDENTS. ELIGIBLE STUDENTS WHO ATTEND RECOGNIZED EDUCATIONAL INSTITUTIONS WITH EXPENSES SUCH AS TUITION, FEES, AND OTHER EDUCATIONAL EXPENSES ARE CONSIDERED BASED PRIMARILY UPON FINANCIAL NEED AND ACADEMIC ACHIEVEMENT. THE NUMBER OF GRANTS, THE AMOUNT OF EACH GRANT AND THE PURPOSE OF EACH GRANT WILL BE MADE BY A SCHOLARSHIP COMMITTEE ON A CASE-BY-CASE BASIS. IN 2023 ONE STUDENT APPLIED FOR, AND RECEIVED A SCHOLARSHIP GRANT, THE STUDENT WAS A FOREIGN COUNTRY CITIZEN AND ATTENDED COLLEGE IN THE U.S. 45207 0 5103086 132044 414144 5649274 0 0 5649274 84739 5564535 278227 278227 0 278227 0 278227 0 278227 165207 0 165207 278227 0 0 505511 198340 83709 106926 108131 1002617 165207 0 0 0 165207 0 113020 113020 889597 0 0 0 0 0 0 392491 497106 198340 83709 106926 108131 X BOCA RATON POLICE FOUNDATION 6800 BROKEN SOUND PARKWAY BOCA RATON FL 33487 NONE PUBLIC CHARITABLE GENERAL PURPOSE 5000 BOCA WEST CHILDREN'S FOUNDATION 3070 NW BOCA RATON BLVD BOCA RATON FL 33431 NONE PUBLIC CHARITABLE GENERAL PURPOSE 3500 FAMILY PROMISE 112 SE 10TH STREET DELRAY BEACH FL 33483 NONE PUBLIC CHARITABLE GENERAL PURPOSE 25000 FAU FOUNDATION INC 777 GLADES ROAD BOCA RATON FL 33431 NONE PUBLIC CHARITABLE GENERAL PURPOSE 47500 FULLER CENTER 200 NE 14TH STREET BOCA RATON FL 33432 NONE PUBLIC CHARITABLE GENERAL PURPOSE 700 JUNIOR LEAGUE OF BOCA RATON 261 NW 13TH STREET BOCA RATON FL 33432 NONE PUBLIC CHARITABLE GENERAL PURPOSE 3300 RITA DICARLO 6013 LE LAC ROAD BOCA RATON FL 33496 NONE ACADEMIC SCHOLARSHIP ACADEMIC SCHOLARSHIP 45207 SABR TOPSOCCER 1000 SPANISH RIVER BLVD BOCA RATON FL 33431 NONE PUBLIC CHARITABLE GENERAL PURPOSE 10000 SHERIDAN HOUSE 1700 S FLAMINGO RD DAVIE FL 33325 NONE PUBLIC CHARITABLE GENERAL PURPOSE 10000 SPIRIT OF GIVING 1515 N FEDERAL HWY SUITE 106 BOCA RATON FL 33432 NONE PUBLIC CHARITABLE GENERAL PURPOSE 1000 MARINE EDUCATION INITIATIVE 755 NW 17TH AVE SUITE 101 DELRAY BEACH FL 33445 NONE PUBLIC CHARITABLE GENERAL PURPOSE 2000 CITYHOUSE DELRAY PO BOX 8451 DELRAY BEACH FL 33482 NONE PUBLIC CHARITABLE GENERAL PURPOSE 5000 EDUCATION FOUNDATION OF PALM BEACH COUNTY 505 S CONGRESS BOYNTON BEACH FL 33426 NONE PUBLIC CHARITABLE GENERAL PURPOSE 3000 SWEET DREAM MAKERS INC 55 NE 5TH AVE SUITE 400 BOCA RATON FL 33432 NONE PUBLIC CHARITABLE GENERAL PURPOSE 3000 WOUNDED WARRIORS PO BOX 758516 TOPEKA KS 66675 NONE PUBLIC CHARITABLE GENERAL PURPOSE 1000 165207 0 14 4237 14 178822 14 46088 18 -118400 0 110747 0 110747 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 17457 17457 0 0 FURNITURE 2008-02-01 445 445 200DB 7.000000000000 0 0 0 PRINTER 2008-02-14 400 400 200DB 7.000000000000 0 0 0 TELEPHONE 2008-02-14 2017 2017 200DB 7.000000000000 0 0 0 REFRIGERATOR 2008-03-04 216 216 200DB 7.000000000000 0 0 0 SHELVES 2008-03-13 530 530 200DB 7.000000000000 0 0 0 COPIER/PRINTER/SCANNER 2008-03-13 559 559 200DB 5.000000000000 0 0 0 LASER PRINTER 2008-04-04 219 219 200DB 5.000000000000 0 0 0 SHELVES 2008-04-16 530 530 200DB 7.000000000000 0 0 0 DELL COMPUTER 2008-05-14 1462 1462 200DB 5.000000000000 0 0 0 DESKTOP AND LAPTOP 2009-02-13 1370 1370 200DB 5.000000000000 0 0 0 COMPUTER 2009-05-17 915 915 200DB 5.000000000000 0 0 0 EQUIPMENT 2009-05-17 215 215 200DB 5.000000000000 0 0 0 IMPROVEMENTS 2009-06-30 10708 9635 SL 15.000000000000 714 0 0 OFFICE FURNITURE 2010-10-07 1073 1073 200DB 7.000000000000 0 0 0 FURNITURE 2012-01-08 3400 200DB 7.000000000000 0 0 0 PRINTER 2013-02-01 300 300 200DB 5.000000000000 0 0 0 APPLE COMPUTER 2013-08-05 1704 1704 200DB 5.000000000000 0 0 0 ART PICTURES 2015-03-01 865 865 200DB 7.000000000000 0 0 0 OFFICE EQUIPMENT 2015-07-01 865 865 200DB 5.000000000000 0 0 0 FURNITURE 2020-01-01 2902 2902 200DB 7.000000000000 0 0 0 FURNITURE 2020-05-01 2939 2939 200DB 7.000000000000 0 0 0 FURNITURE 2021-06-04 864 864 200DB 7.000000000000 0 0 0 APPLE COMPUTER 2021-08-31 2268 2268 200DB 5.000000000000 0 0 0 GOLDMAN SACHS 35744 38025 UBS #488 2133833 2490442 UBS #487 537384 566539 UBS #491 140042 163926 GOLDMAN SACHS AT COST 303546 383000 UBS #487 AT COST 809763 767347 UBS #487 AT COST 128933 133713 UBS #489 AT COST 843802 843802 UBS #488 AT COST 23919 23864 FURNITURE 445 445 0 0 PRINTER 400 400 0 0 TELEPHONE 2017 2017 0 0 REFRIGERATOR 216 216 0 0 SHELVES 530 530 0 0 COPIER/PRINTER/SCANNER 559 559 0 0 LASER PRINTER 219 219 0 0 SHELVES 530 530 0 0 DELL COMPUTER 1462 1462 0 0 DESKTOP AND LAPTOP 1370 1370 0 0 COMPUTER 915 915 0 0 EQUIPMENT 215 215 0 0 IMPROVEMENTS 10708 10349 359 359 OFFICE FURNITURE 1073 1073 0 0 FURNITURE 3400 0 3400 3400 PRINTER 300 300 0 0 APPLE COMPUTER 1704 1704 0 0 ART PICTURES 865 865 0 0 OFFICE EQUIPMENT 865 865 0 0 FURNITURE 2902 2902 0 0 FURNITURE 2939 2939 0 0 FURNITURE 864 864 0 0 APPLE COMPUTER 2268 2268 0 0 SECURITY DEPOSIT 3572 3572 3572 CHARITABLE DEVELOPMENT 35945 35945 0 0 INSURANCE 2022 2022 0 0 INVESTMENT MANAGEMENT FEES 32047 32047 0 0 LICENSE EXPENSE 61 61 0 0 OFFICE EXPENSE 12964 12964 0 0 PAYROLL SERVICE FEE 2903 2903 0 0 POSTAGE 1236 1236 0 0 INCOME FROM LOANS 46088 46088 0 NON-DIVIDEND DISTRIBUTIONS 40321 BOOK/TAX DIFFERENCE 122847 LINE OF CREDIT 507000 507000 PAYROLL TAXES 7360 7360 0 0 FOREIGN TAXES 213 213 0 0