2023-05-11T09:34:08-05:00 2022-12-31 113670147 DOANE & DOANE PA 2979 PGA BLVD SUITE 201 PALM BEACH GARDENS FL 33410 990PF 2022-01-01 831150552 BALGLEY FAMILY CHARITABLE FOUNDATION BALG 5616560200 2979 PGA BOULEVARD SUITE 201 PALM BEACH GARDENS FL 33410 REBECCA G DOANE SECRETARY 5616560200 2023-05-11 1 REBECCA DOANE XXX-XX-XXXX 1 RANDELL C DOANE P01446855 5616560200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7842823 X X 1670 1670 277722 277722 -41591 1954908 0 949 949 238750 279392 0 0 0 30241 0 0 52 0 0 6904 0 0 160 0 0 37357 0 0 505000 505000 542357 0 505000 -303607 279392 761380 45878 45878 4301467 5568015 6412526 2181631 1328172 1326229 56054 54860 58190 7300532 6996925 7842823 0 0 X 0 0 0 0 7300532 6996925 7300532 6996925 7300532 6996925 7300532 -303607 0 6996925 0 6996925 PLAINS ALL AMERICA K-1 LT GAINS P 2020-01-02 2022-12-31 93 -93 -93 PLAINS ALL AMERICA K-1 IRC1231 GAIN P 2020-01-02 2022-12-31 10 10 10 BAIARD INVESTMENTS PER SUMMARY P 2020-01-02 2022-12-31 1954898 1996406 -41508 -41508 -41591 3884 0 3884 0 3884 3200 0 0 0 3200 0 684 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 1 2021 1 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 232 BULL CREEK ROAD ASHEVILLE NC 288058702 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 7998373 318795 0 8317168 0 0 8317168 124758 8192410 409621 409621 3884 3884 405737 0 405737 0 405737 505000 0 505000 405737 507994 0 0 505000 505000 0 0 0 0 0 0 0 0 0 0 2994 405737 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. 350ORG PO BOX 843004 BOSTON MA 022843004 NONE 501(C)(3) ACCELERATE TRANSITON OF RENEWABLE ENERGY 3000 ALI FORNEY CENTER 224 WEST 34TH ST 15TH FL NEW YORK NY 10001 NONE` 501(C)(3) SUPPORTS HOMELESS LGBTQ 7000 AMERICAN YOUTH HOSTELS 8401 COLESVILLE ROAD SUITE 600 SILVER SPRING MD 20910 NONE 501(C)(3) OPERATES YOUTH HOSTELS AND RUNS PROGRAMS 4000 AMNESTY INTERNATIONAL USA 311 WEST 43RD STREET 7TH FLOOR NEW YORK NY 10036 NONE 501(C)(3) HUMAN RIGHTS 5000 BLACK HAWK COLLEGE FUND 6600 34TH AVENUE MOLINE IL 612655870 NONE 501(C)(3) HIGHER EDUCATION 2500 BLUEFIELD STATE COLLGE 219 ROCK STREET BLUEFILD WV 24701 NONE 501(C)(3) PROMOTES GENERAL WELFARE OF STATE COLLEGE 3000 BOUNTIFUL CITIES PO BOX 9898 ASHEVILLE NC 28802 NONE 501(C)(3) TEACHING SUSTAINABLE AGRICULTURE 2500 BOUNTY & SOUL 999 OLD US HIGHWAY 70 BLACK MOUNTAIN NC 28711 NONE 501(C)(3) CONNECTING PEOPLE TO FOOD, EDUCATION 2500 BRIDGING CULTURES WITH MUSIC 1540 AQUARIUS WAY BOWLING GREEN KY 421040213 NONE 501(C)(3) PROVIDE MUSIC EDUCATION FOR UNDERSERVED POPULATONS 5000 CEDARS 6601 PIONEERS BLVD STE 2 LINCOLN NE 68506 NONE 501(C)(3) HELP CHILDREN ACHIEVE YOUTH SAFETY 5000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER ST 22ND FL NEW YORK NY 10038 NONE 501(C)(3) LEGAL DEFENSE PROTECTION FOR REPORDUCTIVE RIGHTS 5000 CENTER FOR CONSCIOUS LIVING AND DYING PO BOX 348 SWANNANOA NC 28778 NONE 501(C)(3) DIRECT CARE, EDUCATION AND RESOURCES FOR LIFE'S FINAL STAGES 25000 CENTER FOR MOVEMENT EDUCATION PO BOX 2001 SEBASTOPOL CA 95473 NONE 501(C)(3) EDUCATE PEOPLE IN THE ROLE OF MOVEMENT IN HUMAN DEVELOPMENT 10000 CENTRAL CONNECTICUT STATE UNIVERSITY 1615 STANLEY STREET NEW BRITAIN CT 06050 NONE 501(C)(3) PUBLIC UNIVERSITY 2000 CHAMBERFEST CLEVELAND 20620 JOHN CARROLL BOULEVARD SUITE 217 CLEVELAND OH 44118 NONE 501(C)(3) CREATE MUSICAL EXPERIENCES FOR AUDIENCES TO NURTURE AND ENRICH APPRECIATION OF CLASSICAL MUSIC 2000 CLEAN ENERGY LEADERSHIP INSTITUTE 1212 BROADWAY FLOOR 16 OAKLAND CA 946121805 NONE 501(C)(3) PROMOTE TRANSITION TO CLEAN ENERGY ECONOMY 6500 CLIMATE FOUNDATION 3 LITTLE HARBOR ROAD WOODS HOLE MA 025431012 NONE 501(C)(3) EDUCATE AND RESEARCH GLOBAL FOOD SECURITY AND CARBON BALANCE IN SOILS AND SEAS, 7000 CONNECTIKIDS INC 814 ASYLUM AVENUE HARTFORD CT 061052805 NONE 501(C)(3) ENHANCE AND ENRICH EDUCATIONAL EXPERIENCES OF WEST MIDDLE SCHOOL STUDENTS 1000 COVENANT HOUSE 461 EIGHTH AVENUE NEW YORK NY 10001 NONE 501(C)(3) PROVIDE SHELTER, FOOD, IMMEDIATE CRISIS CARE, AND OTHER SERVICES TO HOMELESS AND RUNAWAY YOUTH 3000 CROWDEN MUSIC CENTER 1475 ROSE ST BERKELEY CA 94702 NONE 501(C)(3) PRIVATE NON PROFIT EDUCATION 2000 CULTURES IN HARMONY 6496 NORTH TUXEDO STREET INDIANAPOLIS IN 46220 NONE 501(C)(3) ADVANCE AND PROMOTE INTERNATIONAL AND CULTURAL UNDERSTANDING THROUGH MUSIC AND INTERACTION 3000 DATMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HARTFORD CT 06103 NONE 501(C)(3) PRIVATE RESEARCH UNIVERSITY 1500 DAYENU 475 RIVERSIDE DRIVE SUITE 1800 NEW YORK NY 10015 NONE 501(C)(3) SUPPORT CLIMATE CRISIS SOLUTIONS A JEWISH CALL TO CLIMATE ACTION 6500 DOCTORS WITHOUT BORDERS 40 RECTOR STEET NEW YORK NY 10006 NONE 501(C)(3) HUMANITARIAN MEDICAL PROJECTS 7000 ECOFORESTORS PO BOX 16007 ASHEVILE NC 28816 NONE 501(C)(3) PROFESSIONAL FERESTRY ORGANIZATION 1500 FORMAN SCHOOL 12 NORFOLK RD PO BOX 80 LITCHFIELD CT 067590080 NONE 501(C)(3) PRIVATE COLLEGE PREPRATORY SCHOOL FOR HIGH SCHOOL AND POST-GRADUATE STUDENT WITH DIAGNOSED LEARNING DIFFERENCES 51500 GREENWAVE PO BOX 550 NEW HAVEN CT 06513 NONE 501(C)(3) SUPPORT REGENEARATIVE OCEAN FARMING 10000 HARRIET BEECHER STOWE CENTER 77 FOREST AVENUE HARTFORD CT 061054401 NONE 501(C)(3) PRESERVES STOWE'S HOUSE AND PROMOTES HER LIFE WORK 500 HARTFORD GAY AND LESBIAN HEALTH COLLECTIVE 1841 BROAD STREET HARTFORD CT 06114 NONE 501(C)(3) SUPPORTS DIVERSE SEXUAL ORIENTATIONS, GENDER IDENTITIES AND GENDER EXPRESSIONS 3500 HELPMATE INC 35 WOODFIN STREET ASHVILLE NC 28801 NONE 501(C)(3) DOMESTIC VIOLENCE ADVOCACY ORGANIZATION 2500 HIAS PO BOX 97077 WASHINGTON DC 20090 NONE 501(C)(3) JEWISH FAMILY SERVICE TO RESETTLE REFUGEES 3000 HOMEWARD BOUND P O BOX 1166 ASHEVILLE NC 28802 NONE 501(C)(3) PREVENT AND END HOMELESSNESS IN COMMUNITY 2500 INDIANA UNIVERSITY 1331 EAST TENTH STREET BLOOMINGTON IN 47408 NONE 501(C)(3) PROVIDE FULL COST OF ATTENDANCE FOR EIGHT SEMESTERS OF UNDERGRADUATE STUDY AT INDIANA UNIVERSITY BLOOMINGTON 3000 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 101681289 NONE 501(C)(3) ASSISTS REFUGEES AND DISPLACED PEOPLE 1500 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 560079847 NONE 501(C)(3) ASSIST REFUGEES AND DISPLACED PEOPLE RESPONSIVE TO INTERNATIONAL HUMANITARIAN CRISES 9000 JEWISH FEDERATION OF THE QUAD CITIES 2215 EAST KIMBERLY ROAD DAVENPORT IA 52807 NONE 501(C)(3) PRESERVE, PROTECT, ENRICH AND ENHANCE JEWISH LIFE 2000 KISS THE GROUND 2236 SOUTH BARRINGTON AVE A LOS ANGELES CA 90064 NONE 501(C)(3) REGENERATIVE FARMING 8000 MALALA FUND POO BOX 53347 WASHINGTON DC 20009 NONE 501(C)(3) CHAMPIONS THE RIGHT TO 12 YEARS FREE, SAFE, QUALITY EDUCATION FOR GIRLS AROUND THE WORLD 6000 MATTHEW SHEPARD FOUNDATION 800 18TH ST DENVER CO 80202 NONE 501(C)(3) SUPPORT THE DIGNITY AND EQUALITY OF ALL PEOPLE 4000 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 NONE 501(C)(3) ACADEMIC MEDICAL CENTER FOCUSED ON INTEGRATED PATIENT CARE, EDUCATION, RESEARCH 2000 MEDICAL BENEVOLANCE FOUNDATION 9555 PIONEERS BLVD STE 2 LOS ANGELES CA 90060 NONE 501(C)(3) FAITH BASED MEDICAL MINISTRY 2500 METROPOLITAN MINISTRIES 2002 NORTH FLORIDA AVENUE PALM HARBOR FL 34683 NONE 501(C)(3) HELPS HOMELESS AND AT RISK IN HILLSBOOUGH, PINELLAS, POLK AND PASCO COUNTIES FLORIDA 5000 NOAH WEBSTER HOUSE 227 SOUTH MAIN STREET WEST HARTFORD CT 06107 NONE 501(C)(3) NATIONAL HISTORIC LANDMARK & MUSEUM 500 NOVA UKARAINE 963 MEARS CT STANFORD CT 94305 NONE 501(C)(3) HUMANITARIAN AID FOR UKRAINE 5000 OCEAN VISIONS 1019-B EDWARDS FERRY RD 1024 LEESBURG VA 20176 NONE 501(C)(3) AMELIORATE AND REVERSE DANGEROUS THREATS TO OCEANS 3000 PHOENIX SOCIETY FOR BURN SURVIVORS 525 OTTAWA AVENUE NW GRAND RAPIDS MI 49503 NONE 501(C)(3) SUPPORTS ANYONE IMPACTED BY A BURN INJURY 5000 PISGAH LEGAL SERVICES PO BOX 2276 ASHEVILLE NC 28802 NONE 501(C)(3) FREE LEGAL AID SERVICE 2500 PLAY ON PHILLY PO BOX 8662 PHILADELPHIA PA 19101 NONE 501(C)(3) MUSIC EDUCATION 3000 POINT FOUNDATION PO BOX 60108 LOS ANGLES CA 90060 NONE 501(C)(3) SCHOLARSHIP FUND THAT PROVIDES FINANCIAL AIDFOR LGBTQ+ COLLEGE BOUND STUDENTS 10000 PROJECT DRAWDOWN PO BOX 983009 WOBURN MA 01813 NONE 501(C)(3) CLIMATE SOLUTIONS 6000 RAZOM 140 2ND AVE STE 305 NEW YORK NY 10003 NONE 501(C)(3) HUMAN RIGHTS ORG TO SUPPORT THE PEOPLE OF UKRAINE 17500 REDEMPTORIST APOSTOLIC WORKS 1653 219TH PLACE SE SAMMAMISH WA 98075 NONE 501(C)(3) SUPPORTS CHILDREN'S MINISTRIES IN VARIOUS COUNTRIES 2500 RIVERLINK INC 170 LYNMAN ST ASHEVILLE NC 28801 NONE 501(C)(3) ENVIRONMENTAL ISSUES FRENCH BROAD RIVER 2500 SIMON WEISENTHAL CENTER 1399 SOUTH ROXBURY DR LOS ANGELES CA 90035 NONE 501(C)(3) JEWISH GLOBAL HUMAN RIGHTS AND HATE RESEARCH ORGANIZATION 500 SMITH COLLEGE STODDARD ANNEX 23 ELM STREET NORTHHAMPTON MA 01063 NONE 501(C)(3) PRIVATE COLLEGE 1500 SOIL HELATH ACADEMY 1908 SPRING DR NW FORT PAYNE AL 35968 NONE 501(C)(3) TEACH/ASSIST FARMERS, RANCHERS IN APPLYING REGENERATE AGRICULTURE PRINCIPLES 7000 SOLUTIONS PROJECT INC 4096 PIEDMONT AVENUE NO 728 OAKLAND CA 946115221 NONE 501(C)(3) SUPPORT CLIMATE CHANGE 5000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE 501(C)(3) CATALYST FOR RACIAL JUSTICE 3000 SPREAD THE VOTE 8601 LINCOLN BOULEVARD SUITE 180/569 LOS ANGELES CA 90045 NONE 501(C)(3) HELPS PEOPLE IN US OBTAIN GOVERNMENT ISSUED HELPS PEOPLE IN US OBTAIN GOVERNMENT ISSUED 3000 ST JUDES CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE 501(C)(3) RESEARCH PEDIATIRC CATASTROPHIC DISEASES 1000 ST PETERSBURG COLLEGE FOUNDATION INC P O BOX 13489 ST PETERSBURG FL 337333489 NONE 501(C)(3) HIGHER EDUCATION 53000 STANDUP FOR KIDS 200 NELSON FERRY ROAD SUITE B DECATUR GA 30030 NONE 501(C)(3) YOUTH DEVELOPMENT AND SHELTER 500 STREET SYMPHONY P O BOX 86027 LOS ANGELES CA 90026 NONE 501(C)(3) MAKE MUSIC A CATALYST FOR HUMAN CONNECTION 2000 SUNRISE MOVEMENT EDUCATION FUND 50 F SREET NW SUITE 700 WASHINGTON DC 20001 NONE 501(C)(3) STOP CLIMATE CHANGE AND CREATE JOBS 2500 THE LAND INSTITUTE 2440 EAST WATER WELL ROAD SALINA KS 67401 NONE 501(C)(3) DEVELOP NATURAL SYSTEMS OF AGRICULTURE REDUCE OR ELIMINATE NEGATIVE IMPACTS OF INDUSTRIAL AGRICULTURE 7500 THE MARK TWAIN HOUSE & MUSEUM 351 FARMINGTON AVENUE HARTFORD CT 061054401 NONE 501(C)(3) NATIONAL HISTORIC LANDMARK & MUSEUM 500 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DR SUITE 100 ARLINGTON VA 22203 NONE 501(C)(3) ENVIRONMENT CONSERVATION 5000 THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION DEPT LA 24875 PASADENA CA 911854875 NONE 501(C)(3) PRESERVE AND PROTECT NATURAL OCEAN ENVIRONMENT 7000 THE PITTSBURGH FOUNDATION FIVE PPG PLACE SUITE 250 PITTSBURGH PA 15222 NONE 501(C)(3) PROMOTES RESPONSIBLE PHILANTHROPY AND CONNECTS DONORS TO THE CRITICAL NEEDS OF THE COMMUNIITY 2000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 NONE 501(C)(3) PROVIDE CRISIS INTERVENTION AND SUICIDE PREVENTION 3000 UNIERSITY OF SAINT JOSEPH 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 NONE 501(C)(3) PRIVATE ROMAN CATHOLIC UNIVERSITY 2000 UNITED HELP UKRAINE PO BOX 83426 GAITHERSBURG MD 20883 NONE 501(C)(3) HUMANITARIAN AID TO UKRAINE 5000 UNIVERSITY OF CHARLSESTON 2300 MACCORKLE AVE SE CHARLESTON WV 25304 NONE 501(C)(3) PRIVATE UNIVERSITY 33500 UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVE WEST HARTFORD CT 06117 NONE 501(C)(3) PRIVATE UNIVERSITY STUDENT ASSISTANCE 27000 USA FOR UNHCR 1310 L STREET NW STE 450 WASHINGTON DC 20005 NONE 501(C)(3) ASSIST REFUGEES 2000 VERNER CENTER FOR EARLY LEARNING 2586 RICEVILLE ROAD ASHEVILLE NC 28805 NONE 501(C)(3) PROVIDES AFFORDABLE EARLY CARE AND EDUCATION 2500 WADSWORTH ATHENEUM MUSEUM OF ART 600 MAIN STREET HARTFORD CT 06103 NONE 501(C)(3) ART MUSEUM 500 WE GIVE A SHARE PO BOX 2032 ASHEVILLE NC 28802 NONE 501(C)(3) COLLABORATION WITH LOCAL FARMS AND CHEFS TO FEE THE COMMUNITY 7500 WOMEN FOR WOMEN PO BOX 9224 CENTRAL ISLIP NY 117229224 NONE 501(C)(3) AFGHANISTAN AID 5000 WORLD CENTRAL KITCHEN 655 NEW YORK AVE NW 6TH FLOOR WASHINGTON DC 20001 NONE 501(C)(3) DISASTER RESPONSE RESTORING FOOD SYSTEMS 15000 WORLD FOOD PROGRAM USA 1725 EYE STREET NW SUITE 510 WASHINGTON DC 20006 NONE 501(C)(3) HUMANITARIAN ORGANIZATION DELIVERING FOOD 4000 XAVIER UNIVERSITY OF LOUISIANA 1 DREXEL DRIVE BOX 66 NEW ORLEANS LA 70125 NONE 501(C)(3) PRIVATE HISTORICALLY BLACK ROMAN CATHOLIC UNIVERSITY 500 505000 0 14 1670 14 277722 -41591 949 0 279392 -40642 238750 7 PUBLICLY TRADED K1 LOSS 0 0 0 0 0 0 0 0 0 0 NONE TAXABLE BONDS 1328172 1326229 PUBLICLY TRADED STOCKS 5568015 6412526 PUBLICLY TRADED PARTNERSHIPS AT COST 54860 58190 LEGAL FEES 30241 0 0 K1 PLAINS ALL AMERICA - MISC EXPENSE ITEMS 148 0 0 K1 LAZARD - PORTFOLIO EXPENSES 12 0 0 INVESTMENT FEE 52 0 0 FOREIGN TAX WITHHELD ON DIVIDENDS 1568 0 0 FOREIGN TAXES - PLAINS K-1 239 0 0 FEDERAL EXCIISE TAX 5097 0 0