2024-11-27T13:21:06-06:00 2023-12-31 591262947 GERSON PRESTON 4770 BISCAYNE BLVD SUITE 400 MIAMI FL 33137 990PF 2023-01-01 650934241 POWELL FAMILY FOUNDATION POWE 3058582200 3444 MAIN HIGHWAY 2ND FLOOR MIAMI FL 33133 EARL POWELL DIRECTOR 3058582200 2024-11-27 1 0 DOROTHY EISENBERG P01437948 3058683600 2023 2024-10-15 13:58:12Z X 9749280 X X 195112 195112 554643 554673 554643 749755 749755 0 0 0 13837 13837 0 84020 84020 0 97857 97857 0 580735 580735 678592 97857 580735 71163 651898 36847 36847 3896241 4827944 7229808 322726 283565 255927 3446472 2226698 2226698 0 346710 0 7665439 7721764 9749280 14838 0 14838 0 X 0 0 0 0 7650601 7721764 7650601 7721764 7665439 7721764 7650601 71163 0 7721764 0 7721764 CHARLES SCHWAB # 8052-4779 P 2023-12-31 140107 140107 140107 CHARLES SCHWAB # 8052-4779 P 2023-12-31 181375 181375 181375 CHARLES SCHWAB # 8052-4779 P 2023-12-31 -30 -30 ECWB PARTNERS, LTD. P 2023-12-31 1191 1191 1191 ECWB PARTNERS, LTD. P 2023-12-31 550 550 550 CEF TOTAL RETURN P 2023-12-31 72984 72984 72984 CEF TOTAL RETURN P 2023-12-31 158466 158466 158466 554643 9061 0 9061 0 9061 13718 0 10000 0 23718 0 14657 14657 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A DOROTHY S EISENBERG 3058683600 4770 BISCAYNE BLVD 4TH FL MIAMI FL 33137 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EARL POWELL 3444 MAIN HIGHWAY 2ND FLOOR MIAMI FL 33133 PRESIDENT/DIRECTOR 52.00 0 0 0 CHRISTY POWELL 3444 MAIN HIGHWAY 2ND FLOOR MIAMI FL 33133 SECRETARY/DIRECTOR 52.00 0 0 0 BRIAN MISUNIAS 3444 MAIN HIGHWAY 2ND FLOOR MIAMI FL 33133 TREASURER/DIRECTOR 52.00 0 0 0 NONE 0 NONE 0 0 7122980 56587 1325342 8504909 0 0 8504909 127574 8377335 418867 418867 9061 9061 409806 0 409806 0 409806 580735 0 580735 409806 132967 0 0 580735 132967 0 0 409806 37962 0 0 37962 0 0 0 0 0 0 0 37962 37962 EARL POWELL 3444 MAIN HIGHWAY 2ND FLOOR MIAMI FL 33133 3058582200 N/A N/A N/A BAPTIST HEALTH SOUTH FLORIDA FOUNDATION 6855 RED ROAD CORAL GABLES FL 33143 CHARITABLE 5000 BLOWING ROCK CHARITY HORSE SHOW FOUNDATION PO BOX 650 BLOWING ROCK NC 28605 CHARITABLE 15000 DANNY AND RON'S RESCUE PO BOX 604 CAMDEN SC 29021 CHARITABLE 5000 FLORIDA GRAND OPERA 8390 NW 25TH STREET MIAMI FL 33122 CHARITABLE 6500 GIVEBACK FOR SPECIAL EQUESTIANS 220 ALHAMBRA CIR SUITE 310 CORAL GABLES FL 33134 CHARITABLE 5000 HOME FOR OUR TROOPS 6 MAIN ST TAUNTON MA 02780 CHARITABLE 15000 K9S FOR WARRIORS 114 CAMP K9 ROAD PONTE VEDRA FL 32081 CHARITABLE 15000 MARINE CORPS SCHOLARSHIP FOUNDATION 909 N WASHINGTON STREET ALEXANDRIA VA 22314 CHARITABLE 15000 MIAMI CITY BALLET 2200 LIBERTY AVE MIAMI FL 33139 CHARITABLE 8220 SEMPER FI & AMERICA'S FUND 715 BROADWAY STREET QUANTICO VA 22134 CHARITABLE 15000 SOLDIER STRONG 1127 HIGH RIDGE ROAD 124 STAMFORD CT 06905 CHARITABLE 15000 STEPHENS COLLEGE 1200 E BROADWAY COLUMBIA MO 65215 CHARITABLE 10000 UNIVERSITY ATHLETIC ASSOCIATION INC PO BOX 13796 GAINESVILLE FL 32604 CHARITABLE 16015 UNIVERSITY OF FLORIDA FOUNDATION INC 1938 W UNIVERSITY AVE GAINESVILLE FL 32603 CHARITABLE 210000 UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 CHARITABLE 50000 WELLSPRING COUNSELING 14401 OLD CUTLER ROAD PALMETTO BAY FL 33158 CHARITABLE 10000 WORLD WIDELIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 CHARITABLE 5000 YELLOW RIBBON FUND 7101 WISCONSIN AVE SUITE 800 BATHESDA MD 20814 CHARITABLE 25000 YPO INC 1225 ALEGRIANO AVE CORAL GABLES FL 33146 CHARITABLE 2500 CROSSNORE SCHOOL & CHILDREN'S HOME 1001 REYNOLDA RD NW WINSTONSALEM NC 27104 CHARITABLE 5000 SOUTHERN SUN FARM SANCTUARY INC 1557 BLUE RIDGE CHURCH ROAD WEST JEFFERSON NC 28694 CHARITABLE 1000 MIAMI CANCER INSTITUTE 8900 N KENDALL DR MIAMI FL 33176 CHARITABLE 50000 FLORIDA ACHIEVEMENT SUPPORT TRUST 901 PONCE DE LEON BLVD SUITE 700 CORALE GABLES FL 33134 CHARITABLE 75000 REHABILITATION CENTER FOR CHILDREN & ADULTS 2727 NW 167TH ST C MIAMI GARDENS FL 33056 CHARITABLE 1500 580735 0 14 195112 14 554643 0 749755 0 749755 0 0 0 0 0 0 0 0 0 0 CHARLES SCHWAB #8052 - CORPORATE BONDS 283565 255927 CHARLES SCHWAB #8052 - EQUITIES 4827944 7229808 INVESTMENT IN CEF TOTAL RETURN FUND FMV 1949776 1949776 RECEIVABLE DIVIDENDS FMV 1436 1436 INVESTMENT IN ABACUS 53 MONROE LLC FMV 275486 275486 UNREALIZED GAIN ON SECURITIES CONTRIBUTED 0 346710 0 PORTFOLIO DEDUCTIONS 76872 76872 0 INVESTMENT INTEREST EXPENSES 7148 7148 0 DUE TO SCHWAB - 4779 14838 0 FOREIGN TAXES 1837 1837 0 2022 EXTENSION PAYMENT 12000 12000 0