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2009-04-06 2019-05-10 3756 556 3200 3200 351.503 shs Western Asset Intermediate Bond Fund 2017-08-28 2019-03-22 3824 3866 -42 -42 Capital Gains Dividends P 6662 6662 6662 1739 0 391098 3464794 0.112878 343305 3627793 0.094632 415702 3519575 0.118111 331393 3778060 0.087715 400683 3976418 0.100765 0.514101 0.102820 6871982 706577 297 706874 347860 593 0 593 0 593 5511 0 0 5511 0 4918 4918 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A R Keith Walton CPA 5613956653 2101 NW Boca Raton Blvd Ste 5 Boca Raton FL 334317498 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 John J Raymond 251 Royal Palm Way Ste 215 Palm Beach FL 33480 President 5.00 0 0 0 R Keith Walton 2101 NW Boca Raton Blvd Ste 5 Boca Raton FL 33431 Treasurer 1.00 0 0 0 Connie McKenzie 251 Royal Palm Way Ste 215 Palm Beach FL 33480 Secretary 1.00 0 0 0 Beverlee Miller Raymond 251 Royal Palm Way Ste 215 Palm Beach FL 33480 Director 1.00 0 0 0 Brenda McAdams 251 Royal Palm Way Ste 215 Palm Beach FL 33480 Director 1.00 0 0 0 NONE 0 NONE 0 0 6778898 197733 0 6976631 0 0 6976631 104649 6871982 343599 343599 593 593 343006 0 343006 0 343006 347860 0 347860 0 347860 343006 0 0 214260 198879 241173 164614 217858 1036784 347860 0 0 0 343006 4854 0 0 1041638 0 0 0 0 0 0 214260 827378 198879 241173 164614 217858 4854 X Aging Life Care Association 3275 W Ina Road Suite 130 Tucson AZ 85741 501(c)(3) unrestricted donations 15000 American Red Cross 1250 Northpoint Parkway West Palm Beach FL 33407 501(c)(3) unrestricted donations 250 Autism Project Palm Beach County 5800 Corporate Way West Palm Beach FL 33407 501(c)(3) unrestricted donations 280 Boys and Girl Club of Palm Beach County 800 Northpoint Parkway Suite 204 West Palm Beach FL 33407 501(c)(3) unrestricted donations 15000 Center for Autism & Related Disorders 5301 N Federal Hwy Ste 380 Office 10 Boca Raton FL 33487 501(c)(3) unrestricted donations 1200 Center for Creative Education 425 24th St West Palm Beach FL 33407 501(c)(3) unrestricted donations 5000 Chamber of Music 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donations 125 Linville Central Rescue Squad 1940 Linville Falls Hwy Newland NC 28657 501(c)(3) unrestricted donations 100 Norton Museum of Art 1450 S Dixie Hwy West Palm Beach FL 33401 501(c)(3) unrestricted donations 290 Palm Beach County Bar Association PO Box 17726 West Palm Beach FL 33416 501(c)(3) unrestricted donations 2000 Palm Beach County Food Bank 525 Gator Drive Lantana FL 33462 501(c)(3) unrestricted donations 75 Paralegal Association of Florida Inc 466 94th Ave North St Petersburg FL 33702 501(c)(3) unrestricted donations 2620 Pediatric Oncology Support Team 5325 Greenwood Ave 301 West Palm Beach FL 33407 501(c)(3) unrestricted donations 1000 Peter Blum Family YMCA 6631 Palmetto Cir S Boca Raton FL 33433 501(c)(3) unrestricted donations 1200 Quilts of Valor Foundation PO Box 191 Winterset IA 50273 501(c)(3) unrestricted donations 1200 Southside Hospital 301 East Main Street Bay Shore NY 11706 501(c)(3) unrestricted donations 10000 Stand Down 3175 S Congress Ave Suite 310 Palm Springs FL 33461 501(c)(3) unrestricted donations 500 Sunrise Association 15 Neil Court Oceanside NY 11572 501(c)(3) unrestricted donations 6000 The Glades Project 125 Worth Avenue Suite 330 Palm Beach FL 33480 501(c)(3) unrestricted donations 99641 The Robbins Fund 350 E Las Olas Blvd Ste 1250 Fort Lauderdale FL 33301 501(c)(3) Hurricane Dorian Relief 5000 The Victory Center 18900 NE 25th Ave North Miami Beach FL 33180 501(c)(3) unrestricted donations 5000 The Volen Center 1515 West Palmetto Park Road Boca Raton FL 33486 501(c)(3) unrestricted donations 9000 Wounded Veterans Relief Fund 1335 Old Dixie Hwy Unit 3 Lake Park FL 33403 501(c)(3) unrestricted donations 8000 The Robbins Fund 350 E Las Olas Blvd Ste 1250 Fort Lauderdale FL 33301 501(c)(3) unrestricted donations 1200 314881 0 14 240461 531390 -37423 532420 -40000 18 1739 -77423 242200 0 164777 0 0 0 0 0 0 0 0 0 0 X X 1 Tina Fanjul 1161 North Lake Way Palm Beach FL 33480 20000 X 2 Zanelli Family Foundation Marks Paneth 88 Froehlich Farm Woodbury NY 11797 10000 X 3 Enrique F Senior 711 Fifth Ave New York NY 10022 5000 X 4 Lawrence A Moens Associates Inc 245 Sunrise Avenue Palm Beach FL 33480 25000 X 5 Maria C Ryan 230 Miraflores Palm Beach FL 33480 20000 X Professional fees 5000 3750 1250 Equipment 2016-01-01 200000 120000 SL 5.000000000000 40000 40000 PNC Bank N.A. as nominee - fixed income assets 961875 973419 PNC Bank N.A. as nominee - equity assets 1450799 2290997 Equipment 200000 160000 40000 204 RPW LLC- 25% interest AT COST 183748 183748 North Carolina property AT COST 284494 284494 Palm Beach RE LLC AT COST 54325 54325 Legal 46104 34578 11526 Life Insurance Premiums 56800 Office expense 4335 0 4335 Bank fees 145 0 145 Net rental real estate loss per K-1 37423 37423 0 Nondividend distributions 468 Estimated tax adjustment 60 PNC line of credit 1493681 1526859 Due to ASKK 493441 493441 E.L. Trust reserve 223685 91685 Note in transit 0 200000 Assets under management fee 31313 31313 0 Other taxes 1290 1290 0