2022-05-16T10:59:50-05:00 2021-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990PF 2021-01-01 650848161 HI FOUNDATION INC HIFO 9545667559 2848 EAST OAKLAND PARK BOULEVARD FORT LAUDERDALE FL 33306 RICHARD S INGHAM JR DIRECTOR 9545667559 2022-05-06 1 RICHARD INGHAM JR 999009999 JULIANA KREUL P01204534 3217516200 2022-05-06 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 25523803 X 5000000 105 105 406043 406043 883857 2305316 883857 6290005 1290005 0 0 0 4935 2468 2467 66468 65468 1000 15688 11989 0 111 56 55 87202 79981 3522 665000 665000 752202 79981 668522 5537803 1210024 6076 3331 3331 298650 337730 337730 11332283 16834318 25182742 11637009 17175379 25523803 0 0 X 0 0 0 0 11637009 17175379 11637009 17175379 11637009 17175379 11637009 5537803 567 17175379 0 17175379 PUBLICLY TRADED SECURITIES - ST P 721369 686802 34567 34567 PUBLICLY TRADED SECURITIES - LT P 1376438 734657 641781 641781 CAPITAL GAINS DIVIDENDS P 207509 207509 207509 883857 16819 0 16819 0 16819 10160 0 0 0 10160 0 6659 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A H I FOUNDATION INC 9545667559 2848 E OAKLAND PARK BLVD FORT LAUDERDALE FL 33306 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD S INGHAM JR 2848 E OAKLAND PARK BLVD FORT LAUDERDALE FL 33306 DIRECTOR 1.00 0 0 0 TIMOTHY C INGHAM 2848 E OAKLAND PARK BLVD FORT LAUDERDALE FL 33306 DIRECTOR 1.00 0 0 0 ANNELLE I CARNEY 2848 E OAKLAND PARK BLVD FORT LAUDERDALE FL 33306 DIRECTOR 1.00 0 0 0 HILARY I HICKMAN 2848 E OAKLAND PARK BLVD FORT LAUDERDALE FL 33306 DIRECTOR 1.00 0 0 0 SHARON I HORAL 2848 E OAKLAND PARK BLVD FORT LAUDERDALE FL 33306 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 22243780 1391193 0 23634973 0 0 23634973 354525 23280448 1164022 1164022 16819 16819 1147203 0 1147203 0 1147203 668522 0 668522 1147203 656223 0 0 668522 656223 0 0 12299 0 0 0 0 0 0 0 0 1134904 0 0 0 MS LUCIE SMITH 2848 E OAKLAND PARK BLVD FORT LAUDERDALE FL 33306 9545667559 LETTER OF REQUEST NONE NONE AMERICAN CANCER SOCIETY PO BOX 13600 TAMPA FL 33681 NONE PC FOR CANCER RESEARCH, EDUCATION, ADVOCACY, AND SERVICE 25000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC TO BUILD HEALTHER LIVES FREE OF CARDIOVASCULAR DISEASES AND STROKE 15000 AMERICAN RED CROSS - WESTERN NORTH CAROLINA 100 EDGEWOOD ROAD ASHVILLE NC 28804 NONE PC TO PROVIDE DISASTER RELIEF AT HOME AND ABROAD, CPR CERTIFICATION AND FIRST AID COURSES, AND EMERGENCY PREPAREDNESS 4000 AMERICAN RED CROSS SOUTH FLORIDABROWARD COUNTY 6710 W SUNRISE BOULEVARD PLANTATION FL 33313 NONE PC TO PROVIDE DISASTER RELIEF AT HOME AND ABROAD, CPR CERTIFICATION AND FIRST AID COURSES, AND EMERGENCY PREPAREDNESS 30000 AMERICAN RED CROSS-PALM BEACH COUNTY RELIEF 825 FERN STREET WEST PALM BEACH FL 33401 NONE PC TO PROVIDE DISASTER RELIEF AT HOME AND ABOARD, CPR CERTIFICATION AND FIRST AID COURSES, AND EMERGENCY PREPAREDNESS 2000 BLANK PARK ZOO FOUNDATION 7401 SW 9TH STREET DES MOINES IA 50315 NONE PC TO ENHANCE QUALITY OF LIFE IN IOWA AS AN AFFORDABLE DESTINATION AND AS A CENTER FOR EDUCATION AND ENDANGERED SPECIES CONSERVATION. 10000 BONNET HOUSE 900 N BIRCH ROAD FORT LAUDERDALE FL 33304 NONE PC TO PROVIDE SUPPORT TO THE HISTORICAL MUSEUM FOR PRESERVATIONS AND THE MAINTENANCE AND OPERATIONS 10000 BREVARD MUSIC CENTER INCORPORATED PO BOX 312 BREVARD NC 28712 NONE PC TO PROVIDE SUPPORT TO YOUNG MUSICIANS TO PREPARE AND PERFORM GREAT MUSICAL WORKS AT A HIGH ARTISTIC LEVEL. 5000 BRIGHTFOCUS FOUNDATION - MACULAR DEGENERATION RESEARCH 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 NONE PC TO SUPPORT SCIENTIFIC RESEARCH FOR THE PREVENTION, TREATMENT, AND CURE OF MACULAR DENEGERATION 10000 BROWARD PARTNERSHIP FOR THE HOMELESS 920 NW 7TH AVENUE FORT LAUDERDALE FL 33311 NONE PC TO PROVIDE SUPPORT FOR THE HOMELESS PEOPLE EXPERIENCING HOMELESSNESS WITH A TEMPORARY PLACE TO STAY 10000 BROWARD PERFORMING ARTS FOUNDATION 201 SW FIFTH AVENUE FORT LAUDERDALE FL 33312 NONE PC TO PROVIDE SUPPORT TO THE BROWARD CENTER FOR PERFORMING ARTS 25000 BROWARD PUBLIC LIBRARY FOUNDATION 100 S ANDREWS AVE FORT LAUDERDALE FL 33301 NONE PC TO PROVIDE EDUCATIONAL RESOURCES 1000 CHILDREN'S HOME SOCIETY OF FLORIDA 482 SOUTH KELLER ROAD ORLANDO FL 32810 NONE PC TO PROTECT AND HEAL CHILDREN WITHIN THE COMMUNITIES OF FLORIDA 5000 CONNESTEE FALLS RESCUE 400 E FORK ROAD BREVARD NC 28712 NONE GOV TO PROVIDE SUPPORT TO PROTECT AND SERVE ITS SERVICE AREA THROUGH DEDICATION, TRAINING, AND THE USE OF THE BEST EQUIPMENT AVAILABLE. 500 COVENANT HOUSE FLORIDA 733 BREAKERS AVENUE FORT LAUDERDALE FL 33304 NONE PC TO PROVIDE SHELTER TO THE HOMELESS YOUTH ACROSS AMERICA 10000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PC TO PROVIDE HEALTH CARE AND MEDICAL TRAINING TO MULTIPLE COUNTRIES 15000 EAGLE RANCH FOUNDATION INC PO BOX 7200 CHESTNUT MOUNTAIN GA 30502 NONE PC TO PROVIDE A CHRIST-CENTERED CHILDREN'S HOME FOR BOYS AND GIRLS IN CRISIS 3500 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 NONE PC TO HELP PROVIDE SUPPORT FOR PROGRAMS THAT IMPROVE FOOD SECURITY AMONG THE PEOPLE WE SERVE; EDUCATES THE PUBLIC ABOUT THE PROBLEM OF HUNGER; AND ADVOCATES FOR LEGISLATION THAT PROTECTS PEOPLE FROM GOING HUNGRY. 11000 FEEDING SOUTH FLORIDA 2501 SW 32 TERRACE PEMBROKE PARK FL 33023 NONE PC TO HELP END HUNGER IN SOUTH FLORIDA BY PROVIDING IMMEDIATE ACCESS TO NUTRITIOUS FOOD AND LEADING HUNGER AND POVERTY ADVOCACY EFFORTS. 16000 FLAMINGO GARDENS 3750 S FLAMINGO RD DAVIE FL 33330 NONE PC TO PROVIDE SUPPORT TO DEPICT, PRESERVE, AND EDUCATE THE PUBLIC ABOUT THE NATURAL AND CULTURAL HERITAGE OF SOUTH FLORIDA AND THE EVERGLADES IN OUR BOTANICAL GARDENS AND WILDLIFE SANCTUARY 5000 FLORENCE FULLER CHILD DEVELOPMENT 200 NE 14TH STREET BOCA RATON FL 33432 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING CHILDREN A PATHWAY OUT OF POVERTY 5000 FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC 777 GLADES ROAD BOCA RATON FL 33431 NONE PC TO PREPARE STUDENTS FOR CAREERS IN BANKING, GOVERNMENT, DATA ANALYSIS, TEACHING AND ADVANCED GRADUATE OR DOCTORAL WORK 5000 FRIENDS OF BIRCH STATE PARK 3020 NE 32ND AVE FORT LAUDERDALE FL 33308 NONE PC TO HELP PRESERVE, CONSERVE, ENHANCE AND PROMOTE HUGH TAYLOR BIRCH STATE PARK THROUGH COMMUNITY SUPPORT 15000 FUNDING ARTS BROWARD 1350 E SUNRISE BLVD STE 120 FORT LAUDERDALE FL 33304 NONE PC TO PRESERVE AND CULTIVATE THE ARTS IN BROWARD COUNTY 20000 GILDA'S CLUB SOUTH FLORIDA 119 ROSE DRIVE FORT LAUDERDALE FL 33316 NONE PC TO CREATE WELCOMING COMMUNITIES OF FREE SUPPORT FOR EVERYONE LIVING WITH CANCER 5000 GOLD COAST JAZZ SOCIETY 1350 E SUNRISE BOULEVARD FORT LAUDERDALE FL 33304 NONE PC TO PRESERVE JAZZ MUSIC WITH AN ANNUAL CONCERT SEASON IN FORT LAUDERDALE, FL AND VARIOUS EVENTS TO CELEBRATE JAZZ 25000 HEIFER INTERNATIONAL ONE WORLD AVENUE LITTLE ROCK AR 72202 NONE PC TO HELP TO END WORLD HUNGER 1000 HENDERSON BEHAVIORAL HEALTH INC 4740 NORTH STATE ROAD 7 STE 201 LAUD LAKES FL 33319 NONE PC TO PROVIDE HELP TO ALL PEOPLE ACROSS SOUTH FLORIDA INCLUDED SUPPORTIVE HOUSING, PERMANENT HOUSING FOR THOSE WITH CO-OCCURRING SUBSTANCE ABUSE AND MENTAL HEALTH, AND EMERGENCY HOMELESS SHELTER 5000 HOLLYWOOD ART AND CULTURE CENTER INC 1650 HARRISON STREET HOLLYWOOD FL 33020 NONE PC TO FOSTER A CREATIVE ENVIRONMENT WHERE NEW AND CHALLENGING WORK CAN FLOURISH 15000 HOLY CROSS HOSPITAL 4725 N FEDERAL HIGHWAY FORT LAUDERDALE FL 33308 NONE PC TO PROVIDE EXCELLENT MEDICAL CARE AND HIGH PERSONALIZED CARE 25000 HOPE SOUTH FLORIDA 5110 N FEDERAL HIGHWAY 102 FORT LAUDERDALE FL 33308 NONE PC TO PARTNER WITH CHRISTIAN COMMUNITY AND CHURCHES TO PROVIDE HOUSING, MENTORING, AND ONE-STOP SERVICE CENTERS FOR BROKEN FAMILIES 5000 JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION 3329 JOHNSON ST HOLLYWOOD FL 33021 NONE PC TO PROVIDE A COMPREHENSIVE SCOPE OF HEALTHCARE SERVICES TO CHILDREN 5000 KIDS IN DISTRESS INC 819 NE 26TH STREET WILTON MANOR FL 33305 NONE PC TO PREVENT CHILD ABUSE, PRESERVE THE FAMILY, AND TREAT CHILDREN WHO HAVE BEEN ABUSED AND NEGLECTED 10000 LIVERMORE PUBLIC LIBRARY PO BOX 620 LIVERMORE ME 04253 NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1000 MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA 4491 SOUTH STATE ROAD SEVEN SUITE 201 FORT LAUDERDALE FL 33314 NONE PC TO GRANT THE WISH OF EVERY MEDICALLY-ELIGIBLE CHILD IN OUR TERRITORY 500 MEALS ON WHEELS OF BREVARD INC PO BOX 485 BREVARD NC 28712 NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1000 MOFFITT CANCER CENTER FOUNDATION 12902 MAGNOLIA DRIVE TAMPA FL 33612 NONE PC TO PREVENT AND CURE CANCER, CARE FOR PATIENTS, AND PROVIDE EDUCATION AND CONDUCT CANCER RESEARCH 25000 MUSEUM OF DISCOVERY AND SCIENCE 401 SW 2ND STREET FORT LAUDERDALE FL 33312 NONE PC TO PROVIDE EXPERIENTIAL PATHWAYS TO LIFELONG LEARNING IN SCIENCE FOR CHILDREN AND ADULTS 10000 MUSICIANS UNITED TO SERVE THE YOUTH OF CHARLOTTESVILLE 105 RIDGE STREET CHARLOTTESVILLE VA 22902 NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5000 PARTNERS IN HEALTH 150 STATE ST BREWER ME 04412 NONE PC HEALTHCARE SUPPORT TO MEDICALLY UNDESERVED AREAS 500 PINE CREST PREPATORY SCHOOL INC 1501 NE 62ND STREET FORT LAUDERDALE FL 33334 NONE PC TO OFFER A CHALLENGING ACADEMIC EXPERIENCE COMPLEMENTED BY EXCELLENCE IN THE ARTS AND ATHLETICS 50000 PISGAH HEALTH FOUNDATION - TRANSYLVANIA COUNTY PO BOX 2440 BREVARD NC 28712 NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2000 PLANNED PARENTHOOD 585 NW 161ST STREET 2ND FLOOR MIAMI FL 33169 NONE PC TO PROVIDE COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES 15000 PRISON BOOK PROJECT 3880 S WASHINGTON AVE SUITE 154 TITUSVILLE FL 32959 NONE PC PURCHASE BOOKS TO SEND TO PRISONS WITH ONE VISION IN MIND TO TOUCH LIVES BEHIND BARS 1000 RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND NORTHWEST INDIANA 1301 WEST 22ND STREET SUITE 905 OAKBROOK IL 60523 NONE PC TO CREATE, FIND, AND SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN 5000 SAFE INC PO BOX 2013 BREVARD NC 28712 NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1000 SALVATION ARMY OF BREVARD 93 BROAD STREET A BREVARD NC 28712 NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500 SEAFARERS' HOUSE PORT EVERGLADES 2550 EISENHOWER BLVD SUITE 207 PORT EVERGLADES FL 33316 NONE PC TO OFFER REFUGE, RESOURCES, RENEWAL AND RESPECT TO THE MARITIME COMMUNITY THROUGH MULTI-FAITH SERVICE 5000 SHERIDAN HOUSE FAMILY MINISTRIES 1700 S FLAMINGO ROAD DAVIE FL 33325 NONE PC TO HONOR CHRIST BY SERVING THE NEEDS OF CHILDREN AND FAMILIES 10000 SHRINER'S HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DR TAMPA FL 33607 NONE PC TO PROVIDE SPECIALIZED CARE TO CHILDREN WITH ORTHOPAEDIC CONDITIONS 6000 SOS CHILDREN'S VILLAGES - FLORIDA 3681 NW 59TH PLACE COCONUT CREEK FL 33073 NONE PC TO PROVIDE FOSTER CARE SERVICES TO MORE THAN 70 FOSTER CHILDREN 10000 SOUTH FLORIDA MUSEUM 201 10TH ST W BRADENTON FL 34205 NONE PC TO PROVIDE SUPPORT TO ENGAGE AND INSPIRE LEARNERS OF ALL AGES. 500 SOUTHEASTERN GUIDE DOGS 4210 77TH STREET EAST PALMETTO FL 34221 NONE PC TO CREATE AND NURTURE A PARTNERSHIP BETWEEN A VISUALLY IMPARED INDIVIDUAL AND A GUIDE DOG 1500 ST JUDE CHILDREN'S RESEARCH HOSPITAL PO BOX 50 MEMPHIS TN 38101 NONE PC TO FIND CURES AND SAVE CHILDREN WITH PEDIATRIC CANCER AND OTHER DISEASES 26500 STETSON UNIVERSITY 421 NORTH WOODLAND BLVD DELAND FL 32723 NONE PC TO PROVIDE POST-SECONDARY EDUCATION 3500 TAYLORS CLOSET FOUNDATION INC 1227 NE 8TH AVE FORT LAUDERDALE FL 33304 NONE PC TO CREATE A COMMUNITY IN WHICH GIRLS IN NEED WILL BE EMPOWERED TO BREAK THE CYCLE OF ABUSE AND NEGLET 10000 TERRACE HILL PARTNERSHIP 2300 GRAND AVENUE DES MOINES IA 50312 NONE PC TO PRESERVE AND ENHANCE THE PROPERTY AND PROGRAMS OF TERRACE HILL 5000 THE BOYS AND GIRLS CLUBS OF BROWARD COUNTY 877 NW 61ST STREET FORT LAUDERDALE FL 33309 NONE PC TO GIVE LOCAL BOYS AND GIRLS A POSITIVE ALTERNATIVE TO THE STREETS 10000 THE BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY 800 NORTHPOINT PARKWAY STE 204 WEST PALM BEACH FL 33407 NONE PC TO GIVE LOCAL BOYS AND GIRLS A POSITIVE ALTERNATIVE TO THE STREETS 1000 THE DANIEL J HORAL FAMILY FOUNDATION 10835 CARTIER DRIVE BRIGHTON MI 48114 NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3000 THE FRONT PORCH CVILLE 221 WATER STREET EAST CHARLOTTESVILLE VA 22902 NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10000 THE SALVATION ARMY 1445 W BROWARD BOULEVARD FORT LAUDERDALE FL 33312 NONE PC TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME 20000 TRANSYLVANIA COUNTY RESCUE SQUAD BREVARD UNIT INC 233 FISHER ROAD BREVARD NC 28712 NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1500 UNITED WAY OF BROWARD 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 NONE PC TO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFCANT LASTING CHANGE IN THE COMMUNTITY 20000 USO 2111 WILSON BOULEVARD SUITE 1200 ARLINGTON VA 22201 NONE PC TO HELP PROVIDE A HOME AWAY FROM HOME FROM OUR TROOPS 5000 WEDGEWOOD CHRISTIAN SERVICES 3300 36TH ST SE GRAND RAPIDS MI 495180007 NONE PC TO PROVIDE PROFESSIONAL COUNSELING TO CHILDREN, YOUTH AND FAMILIES WITH THE PROBLEMS THEY ARE FACING 5000 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 NONE PC TO PROVIDE SUPPORT TO ENCOURAGE THE GROWTH, DEVELOPMENT AND DISTRIBUTION OF FREE, MULTILINGUAL CONTENT, AND TO PROVIDING THE FULL CONTENT OF THESE WIKI-BASED PROJECTS TO THE PUBLIC FREE OF CHARGE. 10000 WOMEN IN DISTRESS PO BOX 676 FORT LAUDERDALE FL 33302 NONE PC TO STOP DOMESTIC VIOLENCE FOR EVERYONE THROUGH INTERVENTION, EDUCATION, AND ADVOCACY 25000 WORLD VISION 34834 WEYERHAEUSER WAY S FEDERAL WAY WA 98001 NONE PC TO WORK WITH CHILDREN AND FAMILIES WORLDWIDE TO REACH THEIR FULL POTENTIAL BY TACKLING POVERTY 5000 665000 0 14 105 14 406043 18 883857 0 1290005 0 1290005 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD S INGHAM 2848 EAST OAKLAND PARK BOULEVARD FORT LAUDERDALE FL 33306 5000000 X ACCOUNTING FEES 4935 2468 2467 CONSUMER STAPLES SPDR 217332 274357 CONSUMER DISCRETIONARY SELT 409580 531544 CULLEN HIGH DIVIDEND 283094 375907 FIDELITY 500 INDEX 3650000 5653121 FINANCIAL SELECT SECTOR SPDR 499540 683375 HEALTH CARE SELECT 624250 826179 INDUSTRIAL SELECT 463547 706282 INVESCO S&P 500 EQUAL WEIGHT 732138 903263 JPM GROWTH ADVATAG 489350 1180163 SPDR S&P 500 ETF TRUST 2146439 5339975 VANGUARD INFO TECH ETF 261773 503987 VANGUARD COMMUNICATION SERVICES ETF 702236 813360 ISHARES CORE S&P MIDCAP ETF 719139 977475 ISHARES RUSSELL 2000 ETF 907638 928951 ARTISAN INTL VAL 159789 244569 FIDELITY INTL INDX 1480235 1609083 JPMORGAN BETABUILDERS CANADA 553717 772800 WCM FOCUSED INTL GROWTH 600000 648624 ISHARES MSCI EUROPE 475656 465962 JPMORGAN BETABUILDERS EUROPE ETF 655366 824412 JPMORGAN BETABUILDERS JAPAN ETF 284923 342267 JPM BTABLDRS DEV ASIA X-JPN 194381 213735 ISHARES MSCI EMERGING MARKETS MIN 324195 363351 STATE FILING FEE 61 31 30 MISC EXPENSE 50 25 25 BOOK/TAX DIFFERENCE 567 INVESTMENT FEES 64468 64468 0 BOOKKEEPING/CLERICAL FEES 2000 1000 1000 FOREIGN TAX WITHHELD 11989 11989 0 IRS ESTIMATED PAYMENTS 3699 0 0