2021-05-05T11:58:30-05:00 2020-12-31 201726720 FARNSWORTH & MULLINS PA CPAS PO BOX 2835 LAKELAND FL 33806 990PF 2020-01-01 596131211 LOLA MANN MEMORIAL FUND LOLA 8636604477 1340 EASTON DR LAKELAND FL 33803 PETER MUNSON PRESIDENT 8636604477 2021-05-05 1 PETER MUNSON XXX-XX-XXXX DAVID L MULLINS P01206675 8638028291 2021-05-05 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 1299564 X X 44612 44612 -186204 1388410 0 -141592 44612 24000 8000 16000 3168 0 0 3218 0 0 61 0 0 646 0 0 31093 8000 16000 41850 41850 72943 8000 57850 -214535 36612 8892 14167 14167 94259 26297 26297 1322397 1170549 1259100 1425548 1211013 1299564 0 0 X 0 0 0 0 1425548 1211013 1425548 1211013 1425548 1211013 1425548 -214535 0 1211013 0 1211013 PUBLICLY TRADED SECURITIES (SHORT-TERM) P 2020-12-31 307530 317045 -9515 -9515 PUBLICLY TRADED SECURITIES (LONG-TERM) P 2020-12-31 1069603 1257569 -187966 -187966 CAPITAL GAINS DIVIDENDS P 11277 11277 11277 -186204 509 0 509 0 509 2994 0 0 0 2994 0 2485 2485 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 "N/A" PETER J MUNSON 8636604477 1340 EASTON DR LAKELAND FL 33803 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER MUNSON 1340 EASTON DRIVE LAKELAND FL 33803 DIRECTOR 8.00 24000 0 0 FRANCIS DRAKE 1108 HUNT AVENUE LAKELAND FL 33801 DIRECTOR 0.00 0 0 0 KATHLEEN MUNSON 1340 EASTON DRIVE LAKELAND FL 33803 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1151796 63285 0 1215081 0 0 1215081 18226 1196855 59843 59843 509 509 59334 0 59334 0 59334 57850 0 57850 0 57850 59334 0 0 40376 18559 24141 16582 5636 105294 57850 0 0 0 57850 0 1484 1484 103810 0 0 0 0 0 0 38892 64918 18559 24141 16582 5636 PETER J MUNSON 1340 EASTON DR LAKELAND FL 33803 8636604477 PMUNSON1947@GMAIL.COM CONCISE LETTER FORMAT NONE LOCAL ORGANIZATIONS PREFERRED ACHIEVEMENT ACADEMY 716 E BELLA VISTA ST LAKELAND FL 33805 N/A PC SUPPORTS CHILDREN WITH DISABILITIES 250 POLK MUSEUM OF ART 800 E PALMETTO ST LAKELAND FL 33801 N/A PC SUPPORTS LOCAL FINE ARTS 1000 SPCA FLORIDA 5850 BRANNEN RD S LAKELAND FL 33813 N/A PC SUPPORTS ADOPTION OF ANIMALS 1000 NATIONAL TRUST FOR HISTORIC PRESERVATION 2600 VIRGINIA AVE NW SUITE 1100 WASHINGTON DC 20037 N/A PC SUPPORTS PRESERVATION OF HISTORIC BUILDINGS 5000 WALOLA CHAPEL INC 500 S FLORIDA AVE SUITE 800 LAKELAND FL 33801 N/A PC SUPPORTS LOCAL RELIGIOUS CHAPEL 7500 FIRST UNITED METHODIST CHURCH 72 LAKE MORTON DR LAKELAND FL 33801 N/A PC SUPPORTS LOCAL CHURCH 5000 UNITED WAY OF CENTRAL FLORIDA PO BOX 1357 HIGHLAND CITY FL 33846 N/A PC SUPPORTS VARIOUS UNDERPRIVILEGED PROGRAMS 10000 KIWANIS CLUB OF LAKELAND PO BOX 5146 LAKELAND FL 33807 N/A PC SUPPORTS CHILDREN'S CHARITIES 2250 LEO'S PRIDE FOUNDATION PO BOX 332 BALLENTINE SC 29002 N/A PC SUPPORTS HANDICAPPED CHILDREN 250 POLK STATE COLLEGE FOUNDATION 999 AVENUE H NE WINTER HAVEN FL 33881 N/A PC SUPPORTS SCHOLARSHIPS FOR NEEDY STUDENTS 1000 FLORIDA HOUSE COUNCIL 1 SECOND STREET NE WASHINGTON DC 20002 N/A PC SUPPORTS FLORIDA RESIDENTS IN WASHINGTON, DC 250 GIVEWELL COMMUNITY FOUNDATION 1501 S FLORIDA AVE LAKELAND FL 33803 N/A PC SUPPORTS LOCAL CIVIC PROJECTS 5000 ALLIANCE FOR INDEPENDENCE 1038 SUNSHINE DR E LAKELAND FL 33801 N/A PC SUPPORTS HANDICAPPED CITIZENS 1000 PACE CENTER FOR GIRLS INC 213 TYLER AVE LAKELAND FL 33801 N/A PC SUPPORTS UNDERPRIVILEGED GIRLS 250 WEIL CORNELL MEDICAL COLLEGE 1300 YORK AVE NEW YORK NY 10065 N/A PC SUPPORTS SCHOLARSHIPS FOR MEDICAL STUDENTS 1500 LINKING COMMUNITY NOW INC 720 S MISSOURI AVE LAKELAND FL 33815 N/A PC SUPPORTS COMMUNITY NEWS BLOG 250 LAKELAND HABITAT FOR HUMANITY 1317 GEORGE JENKINS BLVD LAKELAND FL 33815 N/A PC BUILDS HOUSES FOR UNDERPRIVILEGED 100 BOYS & GIRLS CLUBS OF POLK COUNTY PO BOX 763 LAKELAND FL 33802 N/A PC SUPPORTS UNDERPRIVILEGED CHILDREN 250 41850 0 14 44612 18 -186204 0 -141592 0 -141592 0 0 0 0 0 0 0 0 0 0 INDIRECT ACCOUNTING FEES 3168 0 0 LPL #4701 1170549 1259100 INVESTMENT PUBLICATIONS 636 0 0 BANK CHARGES 10 0 0 INVESTMENT ADVISORY FEES 3218 0 0 ANNUAL FILING FEE 61 0 0