2022-07-01T11:04:02-05:00 2021-12-31 382498989 HOWARD R SIMON CPA PLC 31275 NORTHWESTERN HWY SUITE 203 FARMINGTON HILLS MI 48334 990PF 2021-01-01 651076309 THE HAULMAN CHARITABLE FOUNDATION INC HAUL 9547821800 2036 NE 36TH STREET LIGHTHOUSE POINT FL 33064 JAMES J WICH DIRECTOR 9547821800 2022-06-10 1 JAMES WICH 999009999 HOWARD R SIMON P00085965 2488555576 2022-06-10 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 208238 X X 12 12 6525 6525 1188 1251 1188 62 62 7787 7787 0 0 0 720 0 0 49 0 0 769 0 0 4352 4352 5121 0 4352 2666 7787 14165 16831 16831 163349 163349 191407 177514 180180 208238 0 0 X 173998 173998 0 0 3516 6182 177514 180180 177514 180180 177514 2666 0 180180 0 180180 TEKLA HEALTHCARE INVS P 2021-03-31 2021-03-31 3 3 0 0 TEKLA HEALTHCARE INVS P 2021-03-31 2021-12-31 37 37 0 0 PIMCO DYNAMIC INC FD P 2019-06-08 2021-12-14 21 23 -2 -2 CAPITAL GAINS DIVIDENDS P 1190 1190 1190 1188 108 0 108 0 108 0 0 150 0 150 0 42 42 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A JAMES J WICH 9547821800 2036 NE 36TH ST LIGHTHOUSE POINT FL 33064 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES J WICH 2036 NE 36TH ST LIGHHOUSE POINT FL 33064 DIRECTOR 0.00 0 0 0 ROBERT S HAULMAN 2036 NE 36TH ST LIGHHOUSE POINT FL 33064 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 181148 15498 0 196646 0 0 196646 2950 193696 9685 9685 108 108 9577 0 9577 0 9577 4352 0 4352 9577 4352 0 0 4352 4352 0 0 0 0 0 0 0 0 0 0 0 9577 0 0 0 JAMES J WICH 2036 NE 36TH ST LIGHTHOUSE POINT FL 33064 9547821800 TYPED; INCLUDE NAME & ADDRESS, AMOUNTS AND CHARITABLE PURPOSE. NONE, AS OF THIS DATE. MUST BE A CHARITABLE ORGANIZATION. DOLLAR LIMIT BASED ON INCOME OF FOUNDATION OR DISCRETION OF OFFICERS. ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PUBLIC TO PROVIDE SUPPORT FOR CHARITY'S WORK.. 4352 4352 0 01 12 01 6525 01 62 01 1188 0 7787 0 7787 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 720 0 0 AGNC INVESTMENT CORP 5028 4617 JPMORGAN CHASE 7707 11085 LUMEN TECHNOLOGIES INC 8341 9977 MFA FINANCIAL INC 5658 3607 PEBBLEBROOK HOTEL TR COM 5918 4765 SUBN PROPANE PARTNERS 18713 11837 UGI CORP NEW 2844 2663 WALT DISNEY CO 13776 15489 COHEN&STEERS DUR PFD&INC 12658 13770 EATON VANCE FLOATING RT INCM 5341 6002 FIRST TR INTERIM DUR PRF&INC 5533 6135 ISHARES CORE S&P US GROWTH 3713 6938 ISHARES RUSSELL 1000 VALUE ETF 7270 9740 MFS GOVT INCOME TR 5679 5372 MFS INTERMED INCOME TR 5388 5259 NUVEEN CREDIT STRAT 5329 4666 PIMCO DYN CREDIT & MORT INC FD 6343 5493 TEKLA HEALTHCARE INVS 5721 8126 THE TECHNOLOGY SELECT SEC SPDR FD 17371 39468 CLEARBRIDGE LARGECAP VAL 4620 5627 MAINSTAY CUSHING MLP PREMIER 5145 3775 NUVEEN SANTA BARBARA DIV GR I 5253 6996 MORGAN STANLEY 12 12 12 SUBURBAN PROPANE 50 50 50 INCOME TAX PAID 49 0 0