2025-05-15T10:59:37-05:00 2024-12-31 994111495 SBF Advisors & Co LLC 877 Executive Center Dr W Suite 100 St Petersburg FL 33702 990PF 2024-01-01 593288143 Thomas A & Mary S James Foundation THOM 7275675002 880 Carillon Parkway St Petersburg FL 33716 Thomas A James President 7275675002 2025-05-07 1 0 Kera Haas P01387682 7278889200 2025-05-03 2024 2025-03-06 01:10:19Z X 30003177 X X 4925 4925 655063 655063 1949622 5217724 1949622 1080 1080 2610690 2610690 0 0 0 12350 0 0 51523 51523 0 30321 321 0 61 0 0 94255 51844 0 1605500 1605500 1699755 51844 1605500 910935 2558846 7856641 7431851 7431851 3840 16703506 18045527 22563747 10035 7579 7579 24574022 25484957 30003177 0 0 X 0 0 17618908 17618908 6955114 7866049 24574022 25484957 24574022 25484957 24574022 910935 0 25484957 0 25484957 RJ #6478 - Detail Available Upon Request P 57129 59278 -2149 -2149 RJ #6478 - Detail Available Upon Request P 1189423 1232918 -43495 -43495 RJ #LC004 - Detail Available Upon Request P 178884 187971 -9087 -9087 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0 0 0 0 0 0 0 0 0 0 0 Thomas A James 9341 Silverthorn Largo FL 33777 President 1.00 0 0 0 Mary S James 9341 Silverthorn Largo FL 33777 Secretary 0.00 0 0 0 Hunt James 4609 Sylvan Ramble Tampa FL 33609 Trustee 0.00 0 0 0 Court James 1858 Brightwaters Blvd NE St Petersburg FL 33704 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 22303152 7581405 0 29884557 0 0 29884557 448268 29436289 1471814 1471814 35568 35568 1436246 0 1436246 0 1436246 1605500 0 1605500 1436246 0 0 38591 144395 182986 1605500 0 0 0 1436246 169254 0 0 352240 0 0 0 0 0 0 0 352240 38591 144395 169254 Thomas A James X Academy Prep 2301 22nd Ave South St Petersburg FL 33712 501(c)(3) Charities use in their programs 10000 Alzheimers Assoc 14010 Roosevelt Blvd Suite 709 Clearwater FL 33762 501(c)(3) Charities use in their programs 10000 American Cancer Society PO Box 13600 Tampa FL 33681 501(c)(3) Charities use in their programs 10000 American Diabetes Association PO Box 7017 Merrifield VA 22116 501(c)(3) Charities use in their programs 10000 American Heart Association 11207 Blue Heron Blvd N St Petersburg FL 33716 501(c)(3) Charities use in their programs 15000 American Red Cross TB Chapter 3310 W Main Street Tampa FL 33607 501(c)(3) Charities use in their programs 100000 American Stage PO Box 1560 St Petersburg FL 33731 501(c)(3) Charities use in their programs 20000 Americans for the Arts 1000 Vermont Ave NW 6th FL Washington DC 20005 501(c)(3) Charities use in their programs 3000 Big Brothers & Big Sisters 918 West Bay Drive Largo FL 33770 501(c)(3) Charities use in their programs 5000 Bill Edwards Foundation for the Arts - Mahaffey Theater 400 First Street South St Petersburg FL 33701 501(c)(3) Charities use in their programs 10000 Booth Western Art Museum PO Box 3070 Cartersville GA 30120 501(c)(3) Charities use in their programs 2500 Boys & Girls Club of the Suncoast 4625 East Bay Drive Suite 103 Clearwater FL 33764 501(c)(3) Charities use in their programs 5000 Buddy Program 110 E Hallam St Suite 125 Aspen CO 81611 501(c)(3) Charities use in their programs 3000 CASA PO Box 414 St Petersburg FL 33731 501(c)(3) Charities use in their programs 5000 Chi Chi Rodriguez Youth Fdtn 3031 N McMullen Booth Rd Clearwater FL 33762 501(c)(3) Charities use in their programs 235000 Chi Chi Rodriguez Youth Fdtn 3031 N McMullen Booth Rd Clearwater FL 33762 501(c)(3) Charities use in their programs 50000 Children's Dream Fund PO Box 1881 St Petersburg FL 33731 501(c)(3) Charities use in their programs 2000 Children's Home 10909 Memorial Hwy Tampa FL 33615 501(c)(3) Charities use in their programs 5000 Christmas Toy Shop 550 16th St N St Petersburg FL 33705 501(c)(3) Charities use in their programs 2000 Clearwater Marine Aquarium 249 Windward Passage Clearwater FL 33767 501(c)(3) Charities use in their programs 2500 Cure Alzheimer's Fund 34 Washington St Suite 300 Wellesley Hills MA 02481 501(c)(3) Charities use in their programs 10000 Drug Free America 333 3rd Ave Suite 200 St Petersburg FL 33710 501(c)(3) Charities use in their programs 2500 Eckerd College 4200 54th Ave S St Petersburg FL 33711 501(c)(3) Charities use in their programs 40000 Evan Scholars Foundation -Western Golf Association 2501 Patriot Blvd Glenview IL 60026 501(c)(3) Charities use in their programs 1000 Florida Aquarium 701 Channelside Dr Tampa FL 33602 501(c)(3) Charities use in their programs 5000 Florida Council on Economic Education 501 S Dakota Ave Tampa FL 33606 501(c)(3) Charities use in their programs 10000 Florida CraftsArt 501 Central Ave St Petersburg FL 33701 501(c)(3) Charities use in their programs 5000 Florida Holocaust Museum 55 5th St S St Petersburg FL 33701 501(c)(3) Charities use in their programs 2000 Florida Orchestra 244 2nd Ave N Suite 420 St Petersburg FL 33701 501(c)(3) Charities use in their programs 40000 Florida Sheriffs Youth Ranch PO Box 2000 Boys Ranch FL 32064 501(c)(3) Charities use in their programs 3000 Florida Wildlife Corridor Foundation 2606 Fairfield Ave S Bld 7 St Petersburg FL 33712 501(c)(3) Charities use in their programs 10000 Foundation for Excellence in Education PO Box 10691 Tallahassee FL 32302 501(c)(3) Charities use in their programs 5000 Fredreich's Alaxia Research Alliance 533 W Uwchlan Ave Downingtown PA 19335 501(c)(3) Charities use in their programs 5000 Friends of Harvard Squash Murr Center 65 N Harvard St Boston MA 02163 501(c)(3) Charities use in their programs 2000 Friends of Harvard Tennis Murr Center 65 N Harvard St Boston MA 02163 501(c)(3) Charities use in their programs 5000 Goodwill Industries Inc 10596 Gandy Blvd St Petersburg FL 33702 501(c)(3) Charities use in their programs 5000 Great Explorations 1925 4th St N St Petersburg FL 33704 501(c)(3) Charities use in their programs 5000 Harvard Bus School PO Box 412275 Boston MA 02241 501(c)(3) Charities use in their programs 10000 Harvard College PO Box 419209 Boston MA 02241 501(c)(3) Charities use in their programs 10000 International Tennis Hall of Fame 194 Bellevue Ave Newport RI 02840 501(c)(3) Charities use in their programs 27000 John Hopkins All Children's Hospital PO Box 3142 St Petersburg FL 33731 501(c)(3) Charities use in their programs 10000 Junior Achievement 13707 North 22nd Street Tampa FL 33613 501(c)(3) Charities use in their programs 20000 Juvenile Diabetes Research 26 Broadway 14th Floor New York NY 10004 501(c)(3) Charities use in their programs 5000 Mayo Clinic Cure for Cancer Department of Development Mayo Clinic PO Box 450 Albert Albert Lea MN 56007 501(c)(3) Charities use in their programs 2000 Mayo Clinic for Alzheimer's Research Department of Development Mayo Clinic PO Box 450 Albert Lea MN 560 Albert Lea MN 56007 501(c)(3) Charities use in their programs 10000 Metropolitan Ministries 2002 N Florida Ave c/o Molly James Tampa FL 33602 501(c)(3) Charities use in their programs 50000 Moffitt Cancer Center 12902 Magnolia Dr Tampa FL 33612 501(c)(3) Charities use in their programs 270000 Morean Arts Center 719 Central Ave St Petersburg FL 33701 501(c)(3) Charities use in their programs 2500 Morton Plant Mease Health Care Foundation 1200 Druid Rd South Clearwater FL 33756 501(c)(3) Charities use in their programs 10000 Muscular Dystrophy Association PO Box 97075 Washington DC 20090 501(c)(3) Charities use in their programs 5000 Museum of Fine Arts St Petersburg 255 Beach Dr NE St Petersburg FL 33701 501(c)(3) Charities use in their programs 25000 Museum of New Mexico Foundation PO Box 2065 Sante Fe NM 87504 501(c)(3) Charities use in their programs 2500 Museum of Science and Industry 4801 E Fowler Ave Tampa FL 33617 501(c)(3) Charities use in their programs 5000 National Geographic Society 1145 17th Street NW Washington DC 20036 501(c)(3) Charities use in their programs 2000 Nat'l Cowboy Museum (Cynthia Post Awd Fd) 1700 NE 63rd St Cynthia Post AWD FD Oklahoma City OK 73111 501(c)(3) Charities use in their programs 3000 OneBlood 10100 Dr MLK Jr St N St Petersburg FL 33716 501(c)(3) Charities use in their programs 3000 Operation Par 6655 66th St N Pinellas Park FL 33781 501(c)(3) Charities use in their programs 5000 PARC 3190 Tyrone Blvd N St Petersburg FL 33710 St Petersburg FL 33710 501(c)(3) Charities use in their programs 10000 Pinellas Education Foundation 12090 Starkey Rd Largo FL 33773 501(c)(3) Charities use in their programs 10000 Ready for Life (Bud Risser) c/o Bud Risser 2300 Tall Pines Dr 100 Largo FL 33771 501(c)(3) Charities use in their programs 10000 Ruth Eckerd Hall 1111 McMullen Booth Rd Clearwater FL 33759 501(c)(3) Charities use in their programs 15000 Salvador Dali Museum One Dali Blvd St Petersburg FL 33701 501(c)(3) Charities use in their programs 30000 Salvation Army PO Box 2246 St Petersburg FL 33731 501(c)(3) Charities use in their programs 5000 SIFMA Foundation c/o Melanie Mortimer 120 Broadway 35th Floor New York NY 102710080 501(c)(3) Charities use in their programs 5000 Smithsonian NMAI PO Box 23473 Washington DC 20090 501(c)(3) Charities use in their programs 2500 Spring of Tampa Bay PO Box 5147 Tampa FL 33675 501(c)(3) Charities use in their programs 5000 St Anthony's 1200 7th Ave N St Petersburg FL 33701 501(c)(3) Charities use in their programs 20000 St Petersburg College Foundation PO Box 13489 St Petersburg FL 33733 501(c)(3) Charities use in their programs 5000 St Petersburg Free Clinic 863 3rd Ave N St Petersburg FL 33701 501(c)(3) Charities use in their programs 10000 Stetson University College of Law 1401 61st St S Gulfport FL 33707 501(c)(3) Charities use in their programs 10000 STRAZ Tampa Bay Performing Arts 1010 N Macinnes Pl Tampa FL 33602 501(c)(3) Charities use in their programs 15000 Suncoast Hospice Foundation 5771 Roosevelt Blvd Clearwater FL 33760 501(c)(3) Charities use in their programs 5000 Tampa General Hospital PO Box 1289 Tampa FL 33601 501(c)(3) Charities use in their programs 20000 Tampa Museum of Art Cornelia Corbett Center 120 West Gasparilla Plaza Tampa FL 33602 501(c)(3) Charities use in their programs 10000 Team USA USOPF PO Box 6094 Albert Lea MN 56007 501(c)(3) Charities use in their programs 5000 Tennis Foundation of St Petersburg 650 18th Ave S St Petersburg FL 33705 501(c)(3) Charities use in their programs 25000 Trashmasters PO Box 6200 Snowmass Village FL 81615 501(c)(3) Charities use in their programs 2500 United Way 5201 W Kennedy Blvd Suite 600 Tampa FL 33609 501(c)(3) Charities use in their programs 150000 US Ski Team 1 Victory Lane Park City UT 84060 501(c)(3) Charities use in their programs 5000 USTA Tennis & Educ Fdtn 70 W Red Oak Ln White Plains NY 10604 501(c)(3) Charities use in their programs 10000 WEDU 1300 North Blvd Tampa FL 33607 501(c)(3) Charities use in their programs 5000 Wellesley College 106 Central St Wellesley MA 02481 501(c)(3) Charities use in their programs 10000 Women's Leadership Alliance Raymond James Trust PO Box 23559 St Petersburg FL 33742 501(c)(3) Charities use in their programs 10000 Wounded Warrior Project 4899 Belfrt Rd Suite 300 Jacksonville FL 32256 501(c)(3) Charities use in their programs 5000 WUSF 4202 E Fowler Ave TVB100 Tampa FL 33620 501(c)(3) Charities use in their programs 5000 YMCA 600 1st Ave N Ste 201 St Petersburg FL 33701 501(c)(3) Charities use in their programs 5000 Zoo Tampa at Lowry Park 1101 W Sligh Ave Tampa FL 33604 501(c)(3) Charities use in their programs 5000 Community Foundation of Tampa Bay 4300 W Cypress St Tampa FL 33607 501(c)(3) Charities use in their programs 35000 Poynter Foundation 801 3rd St S St Petersburg FL 33701 501(c)(3) Charities use in their programs 3000 1605500 0 14 4925 14 655063 14 1080 18 1949622 0 2610690 0 2610690 0 0 0 0 0 0 0 0 0 0 Tax preparation 12350 0 0 RAYMOND JAMES FINANCIAL 255393 1879260 RJ AC 6478 INVESTMENTS SEE PDF 12944703 13718084 RJ AC 0327 INVESTMENTS SEE PDF 1261234 1489685 RJ AC 5086 INVESTMENTS SEE PDF 1797505 3058337 RJ AC V224 INVESTMENTS SEE PDF 43 48 RJ AC C004 INVESTMENTS SEE PDF 334016 478925 RJ AC J845 INVESTMENTS SEE PDF 322444 483051 US BANK 2502 INVESTMENTS SEE PDF 1130189 1456357 Dividends in transit 10035 7579 7579 State filing fees 61 0 0 Other Income 1080 1080 1080 Investment management fees 51523 51523 0 Foreign income taxes 321 321 0 Taxes on investment income 30000 0 0