2023-11-01T14:00:44-05:00 2022-12-31 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2022-01-01 592926563 COUCH FAMILY FOUNDATION COUC 4072374500 PO BOX 919798 ORLANDO FL 328919798 MARTHA COUCH PRESIDENT 4072374500 2023-10-19 true true RICHARD RALEIGH P00382844 4014573839 2023-10-19 2022 2023-04-26 12:10:37Z X 7590019 X 129131 128583 57389 540388 57389 0 20199 20199 206719 206171 0 0 0 0 0 0 2500 0 0 2500 25936 25936 0 0 8143 3132 0 0 0 0 0 0 0 15136 6611 8525 51715 35679 0 11025 248500 248500 300215 35679 0 259525 -93496 170492 0 135311 88111 88111 197326 112760 112760 0 0 0 824206 956805 1036430 940540 957019 860107 2305687 2210832 3379733 258351 241261 2112878 4661421 4566788 7590019 0 X 4661421 4566788 4661421 4566788 4661421 4566788 4661421 -93496 966 4568891 2103 4566788 134. FANUC CORP UNSPONS ADR 2021-11-08 2022-01-05 2880 2677 203 203 449. FANUC CORP UNSPONS ADR 2022-01-05 9648 8330 1318 1318 33. ROCHE HLDG LTD SPONS ADR 2020-04-22 2022-01-05 1685 1470 215 215 8. ACCENTURE PLC IRELAND SHS 2015-07-31 2022-01-05 3223 828 2395 2395 15. DBS GROUP HOLDINGS LTD SPONS ADR 2017-07-20 2022-01-11 1569 950 619 619 36. RIO TINTO PLC SPON ADR 2022-01-11 2638 1151 1487 1487 23. JAZZ PHARMACEUTICALS PLC 2021-09-20 2022-01-12 3369 3017 352 352 63. JAZZ PHARMACEUTICALS PLC 2022-01-12 9228 7670 1558 1558 137. UNILEVER PLC-SPONSORED ADR 2022-01-18 6626 7747 -1121 -1121 249. UNILEVER PLC-SPONSORED ADR 2022-01-18 12043 13637 -1594 -1594 30. ABBVIE INC 2022-01-19 4083 2689 1394 1394 34. PEPSICO INCORPORATED 2022-01-19 5967 3676 2291 2291 51. ROYAL DUTCH SHELL PLC SPON ADR A 2022-01-26 2614 2262 352 352 36. UNITED OVERSEAS BANK-SPONS ADR 2018-02-27 2022-01-26 1604 1551 53 53 43. ZURICH INSURANCE GROUP SPONS ADR 2020-07-15 2022-01-26 2050 1593 457 457 71. COCA COLA COMPANY 2021-06-29 2022-02-10 4408 3839 569 569 29. COCA COLA COMPANY 2003-01-01 2022-02-10 1801 880 921 921 88. EXXON MOBIL CORPORATION 2022-02-10 6945 6883 62 62 .5165 AGNICO EAGLE MINES LTD 2019-07-23 2022-02-16 27 30 -3 -3 211. ERICSSON SPONS ADR 2021-08-02 2022-02-17 2213 2463 -250 -250 780. ERICSSON SPONS ADR 2020-11-18 2022-02-17 8182 9395 -1213 -1213 51. CHEVRON TEXACO CORP COMMON 2022-02-18 6746 6164 582 582 146. REGION FINL CORP NEW 2021-08-23 2022-02-18 3476 2964 512 512 142. REGION FINL CORP NEW 2020-04-27 2022-02-18 3381 1475 1906 1906 48. 3M COMPANY COMMON 2022-02-18 7119 7286 -167 -167 15000. BRISTOL-MYERS SQUIBB 3.250% 2/27/27 2017-03-21 2022-03-07 15823 14910 913 913 22. FRANCO NEVADA CORP 2019-07-23 2022-03-07 3613 1967 1646 1646 28. NINTENDO LTD UNSPONS ADR 2018-03-20 2022-03-07 1731 1599 132 132 32. RIO TINTO PLC SPON ADR 2016-07-19 2022-03-07 2567 1007 1560 1560 11. CHUBB LTD 2016-02-26 2022-03-07 2228 1307 921 921 12. CYBERARK SOFTWARE LTD/ISRAEL 2022-01-11 2022-03-07 1861 1925 -64 -64 7. CYBERARK SOFTWARE LTD/ISRAEL 2018-12-28 2022-03-07 1086 510 576 576 37. CHEVRON TEXACO CORP COMMON 2022-03-11 6353 4026 2327 2327 27. LOCKHEED MARTIN CORP 2022-03-11 11981 9503 2478 2478 25000. FHLMC MTN 0.250% 11/06/23 2020-11-23 2022-03-24 24268 24987 -719 -719 39. ABBVIE INC 2022-04-01 6321 3465 2856 2856 38. CHEVRON TEXACO CORP COMMON 2022-04-01 6234 4005 2229 2229 38. EXXON MOBIL CORPORATION 2022-04-01 3146 2756 390 390 101. SMITH & NEPHEW PLC SPONS ADR 2022-04-06 3228 3830 -602 -602 234. SMITH & NEPHEW PLC SPONS ADR 2022-04-06 7480 8556 -1076 -1076 66. AMERICAN ELECTRIC POWER 2022-04-08 6830 5703 1127 1127 29. CDN IMPERIAL BK OF COMMERCE 2022-04-08 3401 2418 983 983 .7622 WARNER BROS DISCOVERY INC CL A 2013-06-04 2022-04-21 18 27 -9 -9 29. ABBVIE INC 2022-04-26 4598 2525 2073 2073 48. CHEVRON TEXACO CORP COMMON 2022-04-26 7584 4960 2624 2624 66. GENERAL MILLS, INCORPORATED 2020-10-01 2022-04-26 4762 4092 670 670 97. PUBLIC SERVICE ENTERPRISE GROUP INC 2022-04-26 7020 4859 2161 2161 43. BRISTOL MYERS SQUIBB COMPANY 2022-02-10 2022-05-24 3290 2867 423 423 18. CHEVRON TEXACO CORP COMMON 2003-01-01 2022-05-24 3066 1826 1240 1240 52. EXXON MOBIL CORPORATION 2015-08-26 2022-05-24 4846 3624 1222 1222 57. MERCK & CO INC 2022-05-24 5338 4324 1014 1014 22. ABBVIE INC 2022-06-13 3098 1680 1418 1418 32. AMERICAN ELECTRIC POWER 2022-06-13 3064 2608 456 456 42. BRISTOL MYERS SQUIBB COMPANY 2022-06-13 3118 2737 381 381 15. CHEVRON TEXACO CORP COMMON 2003-01-01 2022-06-13 2489 1522 967 967 32. EXXON MOBIL CORPORATION 2015-08-26 2022-06-13 3030 2230 800 800 51. PFIZER INCORPORATED 2022-03-11 2022-06-13 2472 2593 -121 -121 44. SOUTHERN COMPANY 2022-06-13 3092 2616 476 476 190. ING GROEP N V 2022-01-12 2022-06-23 1913 2908 -995 -995 25. NOVO-NORDISK A S ADR 2021-04-21 2022-06-23 2698 1846 852 852 36. SHELL PLC SPONS ADR 2022-06-23 1753 1361 392 392 20. ABBVIE INC 2019-07-03 2022-07-05 3041 1483 1558 1558 39. BRISTOL MYERS SQUIBB COMPANY 2022-07-05 2926 2517 409 409 42. EXXON MOBIL CORPORATION 2015-08-26 2022-07-05 3525 2927 598 598 33. MERCK & CO INC 2022-07-05 3011 2465 546 546 77. CAE INC 2022-01-05 2022-07-11 1878 1998 -120 -120 12. CAE INC 2019-11-21 2022-07-11 293 320 -27 -27 19. NOVARTIS AG 2021-06-01 2022-07-11 1606 1676 -70 -70 2000. OWL ROCK CAP CORP 3.400% 7/15/26 2021-07-22 2022-07-21 1779 2097 -318 -318 7. CAE INC 2019-11-21 2022-07-25 182 187 -5 -5 12. DSV A/S UNSPONS ADR 2022-01-11 2022-07-25 930 1291 -361 -361 12. NESTLE S A (SPONSORED ADR REPSTG) 2021-03-16 2022-07-25 1453 1312 141 141 4. NOVO-NORDISK A S ADR 2021-04-21 2022-07-25 462 295 167 167 34. SAFRAN SA UNSPONSORED ADR 2022-04-06 2022-07-25 889 940 -51 -51 20. SHOPIFY INC CL A 2022-01-11 2022-07-25 735 2308 -1573 -1573 131. IVECO GROUP NV 2021-06-16 2022-08-11 684 1379 -695 -695 55. BRISTOL MYERS SQUIBB COMPANY 2022-08-17 4105 3393 712 712 66. EXXON MOBIL CORPORATION 2015-08-26 2022-08-17 6099 4600 1499 1499 92. GENERAL MILLS, INCORPORATED 2022-08-17 7128 5657 1471 1471 28. MERCK & CO INC 2021-05-12 2022-08-17 2563 2084 479 479 2469.975 INVESCO DEVELOPING MARKETS FUND 2022-08-24 87585 112268 -24683 -24683 20000. EXXON MOBIL CORP 3.176% 3/15/24 2016-11-07 2022-08-25 19971 21007 -1036 -1036 16. WASTE CONNECTIONS INC 2017-03-07 2022-08-29 2237 930 1307 1307 58. WOODSIDE ENERGY GROUP LTD SPONS ADR 2022-06-22 2022-08-29 1427 1288 139 139 23. AMERICAN ELECTRIC POWER 2021-06-29 2022-09-19 2300 1948 352 352 49. EXXON MOBIL CORPORATION 2022-09-19 4562 3372 1190 1190 8000. SHERWIN-WILLIAMS CO 3.450% 6/01/27 2021-10-12 2022-09-19 7542 8728 -1186 -1186 10000. CAPITAL ONE FINL 3.500% 6/15/23 2017-07-20 2022-10-19 9904 10308 -404 -404 5000. AMERICAN INTL GROUP 3.900% 4/01/26 2021-07-22 2022-10-24 5000 5577 -577 -577 27. MERCK & CO INC 2022-10-25 2637 2009 628 628 52. SOUTHERN COMPANY 2022-10-25 3415 3074 341 341 73. EXXON MOBIL CORPORATION 2022-11-08 8299 4125 4174 4174 86. GILEAD SCIENCES INC COM 2022-11-08 7134 5810 1324 1324 42. MERCK & CO INC 2022-11-08 4262 3094 1168 1168 84. BRISTOL MYERS SQUIBB COMPANY 2021-12-15 2022-11-22 6643 5104 1539 1539 14. AMGEN INCORPORATED 2022-08-17 2022-12-06 3998 3525 473 473 18. AMGEN INCORPORATED 2022-12-06 5141 3996 1145 1145 43. CHEVRON TEXACO CORP COMMON 2022-12-06 7534 3583 3951 3951 .75 BROOKFIELD ASSET MANAGEMENT LTD CL A 2020-05-27 2022-12-30 22 18 4 4 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 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GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 CAPITAL GAIN DIVIDENDS P 18561 57389 2370 0 2370 0 2370 1712 0 2238 3950 -2003 0 1580 1580 0 false false false false false false false true true FL true false false false false true N/A TRUIST BANK 4072374500 PO BOX 919798 ORLANDO FL 328919798 false false false false false false false false false false false false false false false false false false false false false MARTHA COUCH 716 W FLETCHER TAMPA FL 33612 PRESIDENT 2 0 THEODORE J COUCH SR 716 W FLETCHER TAMPA FL 33612 VICE PRESIDENT 2 0 THEODORE J COUCH JR 716 W FLETCHER TAMPA FL 33612 DIRECTOR/SECRETARY 2 0 NONE 0 NONE 0 5743851 173719 1999417 7916987 0 0 7916987 118755 7798232 389912 389912 2370 2370 387542 0 387542 0 387542 259525 0 0 0 0 259525 387542 246472 0 0 0 0 0 0 0 259525 246472 0 0 13053 0 0 0 0 0 0 0 0 374489 0 0 0 0 0 0 0 0 NONE NONE X STRAZ CENTER 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LP 9087 7338 91282CBV2 UNITED STATES TREASU 15029 14194 00206RJX1 AT&T INC 8082 8005 10373QBT6 BP CAP MARKETS AMERI 13267 12502 26078JAC4 DOWDUPONT INC 8355 7867 26442CBG8 DUKE ENERGY CAROLINA 13466 12689 539830BV0 LOCKHEED MARTIN CORP 8985 9198 855244AZ2 STARBUCKS CORP 8717 8408 87612EBH8 TARGET CORP 8238 7406 91282CDY4 UNITED STATES TREASU 17267 15270 92826CAM4 VISA INC 8420 8450 95040QAH7 WELLTOWER INC 9296 8261 110122108 BRISTOL MYERS SQUIBB 110448107 BRITISH AMERN TOB PL 25757 28106 112585104 BROOKFIELD ASSET MAN 124765108 CAE INC 9668 9419 136069101 CDN IMPERIAL BK OF C 5522 5582 166764100 CHEVRON CORP 191216100 COCA COLA CO 294821608 ERICSSON SPONSORED 307305102 FANUC CORP UNSPONSOR 351858105 FRANCO NEVADA CORP 8880 10236 370334104 GENERAL MLS INC 375558103 GILEAD SCIENCES INC 21231 29275 446150104 HUNTINGTON BANCSHARE 15598 15933 494368103 KIMBERLY CLARK CORP 17813 17376 500458401 KOMATSU LTD SPONSORE 11371 9478 502117203 L'OREAL CO UNSPONSOR 7442 9689 502441306 LVMH MOET HENNESSY L 4317 10431 636274409 NATIONAL GRID PLC SP 16341 15924 641069406 NESTLE SA SPONSORED 8359 8881 654445303 NINTENDO LTD UNSPONS 7197 8336 670100205 NOVO NORDISK AS SPON 4989 10963 693475105 PNC FINL SVCS GROUP 16254 15004 713448108 PEPSICO INC 717081103 PFIZER INC 11501 15270 718172109 PHILIP MORRIS INTL I 21528 27124 744573106 PUBLIC SERVICE ENTER 767204100 RIO TINTO PLC SPONSO 8227 11534 771195104 ROCHE HOLDING LTD SP 9794 8730 780259206 ROYAL DUTCH SHELL PL 803054204 SAP SE SPONSORED 8922 10422 835699307 SONY GROUP CORP SPON 3713 7247 842587107 SOUTHERN COMPANY 14447 19281 870195104 SWEDBANK AB SPONSORE 12600 12298 904767704 UNILEVER PLC SPONSOR 12277 13544 911271302 UNITED OVERSEAS BANK 9408 11221 989825104 ZURICH INSURANCE GRO 8670 11004 00206R102 AT&T INC 21700 18189 00287Y109 ABBVIE INC 6761 16969 05534B760 BCE INC 20547 19690 17275R102 CISCO SYSTEMS INC 10113 11338 23304Y100 DBS GROUP HLDGS LTD 6970 11151 25243Q205 DIAGEO PLC SPONSORED 6969 10691 25746U109 DOMINION ENERGY INC 18558 16679 26251A108 DSV A/S UNSPONSORED 5367 9368 29250N105 ENBRIDGE INC 22096 22834 30231G102 EXXON MOBIL CORP 46625H100 JP MORGAN CHASE & CO 11640 12874 58933Y105 MERCK & CO INC 6299 9764 66987V109 NOVARTIS AG SPONSORE 8159 9798 69351T106 PPL CORPORATION 9411 9789 7591EP100 REGIONS FINANCIAL CO 82509L107 SHOPIFY INC CL A 9769 8678 83175M205 SMITH & NEPHEW PLC S 87807B107 TC ENERGY CORP 12882 11001 88579Y101 3M CO 92343V104 VERIZON COMMUNICATIO 28074 24231 92857W308 VODAFONE GROUP PLC 26858 12498 94106B101 WASTE CONNECTIONS IN 3894 8882 G1151C101 ACCENTURE PLC CL A 2898 7472 G4705A100 ICON PLC 2393 8159 G50871105 JAZZ PHARMACEUTICALS G6095L109 APTIV PLC 6831 9406 G96629103 WILLIS TOWERS WATSON 9382 11740 H1467J104 CHUBB LTD 5942 11030 M2682V108 CYBERARK SOFTWARE LT 5338 8298 025537101 AMERICAN ELEC PWR IN 7336 8451 031162100 AMGEN INC 8079 10243 05565A202 BNP PARIBAS SPONSORE 13516 11844 205887102 CONAGRA BRANDS INC 10148 11262 26441C204 DUKE ENERGY CORP 20050 21216 45662N103 INFINEON TECHNOLOGIE 13289 10221 49741E100 KIRKLAND LAKE GOLD L 539830109 LOCKHEED MARTIN CORP 54338V101 LONZA GROUP AG UNSPO 10348 7605 89151E109 TOTALENERGIES SE 32324 37372 902973304 US BANCORP 16419 14217 931427108 WALGREENS BOOTS ALLI 15154 11245 969457100 WILLIAMS COS INC 16644 20563 N20944109 CNH INDUSTRIAL NV 11544 12784 008474108 AGNICO EAGLE MINES L 11462 12062 11271J107 BROOKFIELD CORP CL A 5603 6764 113004105 BROOKFIELD ASSET MAN 1262 1520 189054109 CLOROX COMPANY 13762 13191 456837103 ING GROEP NV SPONSOR 12887 12328 493267108 KEYCORP 11129 10591 780259305 SHELL PLC SPONSORED 6226 10877 78445W306 SMC CORPORATION SPON 12925 8057 786584102 SAFRAN SA UNSPONSORE 9757 11028 911312106 UNITED PARCEL SERVIC 8561 8518 934423104 WARNER BROS DISCOVER 4632 1479 980228308 WOODSIDE ENERGY GROU 8446 9224 G0250X107 AMCOR PLC 8876 8861 G5960L103 MEDTRONIC PLC 9134 9016 N53745100 LYONDELLBASELL INDUS 6382 6310 INVESCO QQQ TRUST (QQQ) 19962 17574 SPDR DOW JONES INDUSTRIAL AVER 20149 20874 VANGUARD 500 INDEX FUND (VOO) 40122 38296 756109104 REALTY INCOME CORP AT COST 8729 8309 464287168 ISHARES DJ SELECT DI AT COST 296812 482400 464287614 ISHARES RUSSELL 1000 AT COST 305692 899808 464287598 ISHARES RUSSELL 1000 AT COST 911767 1243530 233203843 DFA US SMALL CAP POR AT COST 51239 58630 277902235 EATON VANCE ATLANTA AT COST 97950 137229 00143W859 INVESCO DEVELOPING M 09257V201 BLACKSTONE ALTERNATI AT COST 250500 250932 22822V101 CROWN CASTLE INC AT COST 22736 20075 87283A102 T. ROWE PRICE QM US AT COST 26152 47897 253868103 DIGITAL REALTY TRUST AT COST 15698 11932 31421N824 FEDERATED HERMES INT AT COST 223557 218991 446 ACRES CITRUS COUNTY, FL 145743 145743 2007000 BLACKSTONE ALTERNATIVES 112608 95518 105878 2022 TRANSACTION POSTED IN 2023 751 AI EFFECTIVE AFTER TAX YEAR 53 ADJUSTMENT TO INCOME 1299 INSURANCE EXPENSE 2010 2010 0 GRANTMAKING SERVICE EXPENSE 8525 0 8525 MISC EXPENSES 564 564 0 BLACKSTONE EXPENSE 1345 1345 0 ADR FEES 75 75 0 INVESTMENT EXPENSES 2617 2617 0 LEASE INCOME 2689 2689 2022 BLACKSTONE INCOME 16097 16097 OTHER INCOME 1413 1413 2021 TRANSACTION POSTED IN 2022 235 AI POSTING DATE BEFORE TAX YEAR 514 COST BASIS ADJUSTMENT 217 INVESTMNT MNGMNT FEES (NON-DED 25936 25936 FOREIGN TAXES 2157 2157 0 FEDERAL TAX PAYMENT - PRIOR YE 4000 0 0 FEDERAL ESTIMATES - PRINCIPAL 1011 0 0 FOREIGN TAXES ON QUALIFIED FOR 975 975 0 FOREIGN TAXES ON NONQUALIFIED 0 0