2025-11-17T15:20:37-06:00 2024-12-31 141918990 TEMPLETON & COMPANY LLP 201 EAST LAS OLAS BLVD STE 1650 FORT LAUDERDALE FL 33301 990PF 2024-01-01 830305837 STEVEN HALMOS FAMILY FOUNDATION INC STEV 9547604980 17 WEST LAS OLAS BLVD STE 1650 FORT LAUDERDALE FL 33301 STEVEN J HALMOS PRESIDENT 9547604980 2025-11-17 1 1 JOHN CHENOWETH P01768153 9543330001 2025-11-14 2024 2025-03-06 01:10:19Z X 5785702 X X 385 385 168751 168751 0 169136 169136 0 0 0 3071 1536 1535 4334 4334 0 10403 9903 500 17808 15773 2035 213750 238750 231558 15773 240785 -62422 153363 7239 8629 8629 92471 45872 45872 1510419 1511948 1394430 3053782 3053892 4329600 31886 7171 7171 4695797 4627512 5785702 25000 25500 6363 0 31363 25500 X 4664434 4602012 0 0 0 0 4664434 4602012 4695797 4627512 4664434 -62422 0 4602012 0 4602012 2132 0 2132 0 2132 4040 0 0 0 4040 X 0 1908 1908 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A KARRIE NOTO 9547604980 17 WEST LAS OLAS BOULEVARD FORT LAUDERDALE FL 33301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN J HALMOS 707 CORAL WAY FT LAUDERDALE FL 33301 PRESIDENT 1.00 0 0 0 JEFFRY HALMOS 707 CORAL WAY FT LAUDERDALE FL 33301 TREASURER 1.00 0 0 0 MADELAINE G HALMOS 707 CORAL WAY FT LAUDERDALE FL 33301 VICE PRESIDENT 1.00 0 0 0 STEPHANIE HALMOS 707 CORAL WAY FT LAUDERDALE FL 33301 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 5605986 136448 0 5742434 0 0 5742434 86137 5656297 282815 282815 2132 2132 280683 0 280683 0 280683 240785 0 240785 280683 232806 0 0 240785 232806 0 0 7979 0 0 0 0 0 0 0 0 272704 0 0 0 STEVEN J HALMOS X ASSOCIATION OF FUNDRAISING PROFESSIONALS 4300 WILSON BLVD STE 300 ARLINGTON VA 22203 NONE PC CHARITABLE PURPOSE 2750 BROWARD HEALTH FOUNDATION 1700 NW 49TH STREET STE 125 FT LAUDERDALE FL 33309 NONE PC CHARITABLE PURPOSE 25000 CATSKILL MONTESSORI SCHOOL 48 ANBACH LANE CATSKILL NY 12414 NONE PC CHARITABLE PURPOSE 11000 HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS INC 99 CANAL CENTER PLAZA 320 ALEXANDRIA VA 22314 NONE PC CHARITABLE PURPOSE 20000 HUIZENGA PARK FOUNDATION INC 32 E LAS OLAS BLVD FT LAUDERDALE FL 33301 NONE PC CHARITABLE PURPOSE 40000 JACK AND JILL CHILDRENS CENTER INC 1315 WEST BROWARD BLVD FT LAUDERDALE FL 33312 NONE PC CHARITABLE PURPOSE 20000 THE CENTER FOR ARTS & INNOVATION INC 327 PLAZA REAL SUITE 309 BOCA RATON FL 33432 NONE PC CHARITABLE PURPOSE 20000 THE SEQUOYAH EDUCATION CENTER 535 S PASADENA AVE PASADENA CA 91105 NONE PC CHARITABLE PURPOSE 55000 NOVA SOUTHEATERN UNIVERSITY 3300 S UNIVERSITY DR FORT LAUDERDALE FL 33328 NONE PC CHARITABLE PURPOSE 10000 NATIONAL TRUST FOR HISTORIC PRESERVATION 600 14TH STREET NW SUITE 500 WASHINGTON DC 20005 NONE PC CHARITABLE PURPOSE 10000 213750 0 14 385 14 168751 0 169136 0 169136 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3071 1536 1535 FIXED INCOME SECURITIES NTB 1511948 1394430 MUTUAL FUNDS AT COST 259151 218160 EXCHANGE TRADED FUNDS AT COST 2794741 4111440 INTEREST RECEIVABLE 269 0 0 NORTHERN TRUST ACCRUALS 2577 3131 3131 ESTIMATED TAX PAYMENTS - FED 4040 4040 4040 CLEARING ACCOUNT 25000 0 0 MANAGEMENT SERVICES 1000 500 500 BANK FEE 250 250 0 INVESTMENT MANAGEMENT FEES 9153 9153 0 EXCISE TAX PAYABLE 6363 0 OTHER FEES 62 62 0 FOREIGN TAX PAID 4272 4272 0