2025-02-06T13:26:45-06:00 2024-05-31 994625061 CRI ADVISORS LLC 600 CLEVELAND STREET SUITE 1000 CLEARWATER FL 33755 990PF 2023-06-01 593010451 HANS AND CAY JACOBSEN CHARITABLE FOUNDAT HANS 4078106672 POBOX 2149 WINTER PARK FL 32790 TERESA BORCHECK PRESIDENT 4078106672 2025-02-06 1 0 CATHERINE HAUG P01395474 7274460504 2023 2025-03-06 01:10:19Z X 5922141 X X 124306 124306 194111 1263576 194111 318417 318417 132000 12000 0 12996 10397 2599 37734 18867 18867 10229 0 0 323 0 0 3731 0 0 197013 41264 21466 225400 225400 422413 41264 246866 -103996 277153 105659 225081 225081 1395774 1276659 1269219 1302564 1281701 3993725 521043 437603 434116 3325040 3221044 5922141 0 0 X 3325040 3221044 3325040 3221044 3325040 3221044 3325040 -103996 0 3221044 0 3221044 PUBLICALLY TRADED SECURITIES P 1263576 1069465 194111 194111 194111 3852 0 3852 0 3852 1280 0 0 0 1280 26 2598 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 WWW.HJCF.ORG CAPITAL CITY TRUST COMPANY 8668209671 PO BOX 1549 TALLAHASSEE FL 32302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TERESA W BORCHECK PO BOX 2149 WINTER PARK FL 32790 PRESIDENT 12.00 42000 0 0 W THOMAS BROOKS PO BOX 2149 WINTER PARK FL 32790 VICE PRESIDENT 9.00 30000 0 0 BRIAN BROOKS PO BOX 2149 WINTER PARK FL 32790 TREASURER 9.00 30000 0 0 SHANNON MCLIN CARLYLE PO BOX 2149 WINTER PARK FL 32790 SECREATARY 9.00 30000 0 0 NONE 0 NONE 0 0 5229512 328747 0 5558259 0 0 5558259 83374 5474885 273744 273744 3852 3852 269892 0 269892 0 269892 246866 0 246866 269892 0 0 243011 89643 2544 3989 339187 246866 0 0 0 246866 0 23026 23026 316161 0 0 0 0 0 0 0 316161 219985 89643 2544 3989 TERESA W BORCHECK PO BOX 2149 WINTER PARK FL 32790 4078106672 INFO@HCJF.ORG CONTACT THE FOUNDATION DIRECTLY OR VISIT THE FOUNDATION'S WEBSITE AT WWW.HJCF.ORG FOR INFORMATION REGARDING FORM AND CONTENT OF APPLICATIONS. REQUESTS ARE TO BE RECEIVED BY APRIL 15 AND NOVEMBER 1 FOR CONSIDERATION AT THE SEMIANNUAL MEETINGS. GRANTS ARE GENERALLY RESTRICTED TO PROGRAMS WHICH ASSIST CHILDREN AND YOUNG ADULTS IN THE AREAS OF HEALTH, EDUCATION, CULTURE, RECREATION, AND ANY OTHER PROGRAMS THAT WILL ADD TO THE BETTERMENT OF THEIR LIFE AND THEIR PARTICIPATION AS GOOD CITIZENS. GRANTS ARE GENERALLY RESTRICTED TO PROGRAMS CONDUCTED IN LAKE AND/OR SUMTER COUNTY FLORIDA. BOYS AND GIRLS CLUB OF CENTRAL FLORIDA 1275 PEACHTREE STREET NE ATLANTA GA 30309 N/A PC COMMUNITY 2000 CENTRAL FLORIDA BIBLE CAMP 23813 CR 44A EUSTIS FL 32736 N/A PC RELIGIOUS 5000 CHRISTIAN CARE CENTER 115 NORTH 14TH STREET LEESBURG FL 34748 N/A PC COMMUNITY 30000 CHRISTIAN HOME & BIBLE SCHOOL 301 W 13TH AVENUE MOUNT DORA FL 32757 N/A PC EDUCATION 10000 COMMUNITY DEVELOMPENT CORPORATION OF LEESBURG INC 314 SOUTH CANAL STREET LEESBURG FL 34748 N/A PC COMMUNITY 10000 EARLY LEARNING COALITION OF LAKE COUNTY 1300 CITIZENS BOULEVARD SUITE 206 LEESBURG FL 34748 N/A PC EDUCATION 10000 EASTERSEALS FLORIDA 2010 CROSBY WAY WINTERPARK FL 32792 N/A PC FUND SCHOLARSHIPS FOR CHILDREN WITH DISABILITIES TO ATTEND SESSIONS AT CAMP CHALLENGE 20000 EDUCATIONAL FOUNDATION OF LAKE COUNTY 201 WEST BURLEIGH BOULEVARD TAVARES FL 32778 N/A PC EDUCATION 15000 HAVEN OF LAKE & SUMTER COUNTIES 2602 SOUTH STREET LEESBURG FL 34748 N/A PC COMMUNITY 25000 LAKE CARES INC 2001 WEST OLD HWY 441 MOUNT DORA FL 32757 N/A PC FOOD PROGRAMS 10000 LAKE COMMUNITY ACTION AGENCY INC 501 NORTH BAY ST EUSTIS FL 32726 N/A PC LAKE COUNTY CHILDREN'S PROGRAM 20000 LAKE SUMTER CHILDREN'S ADVOCACY CENTER 300 S CANAL ST LEESBURG FL 34748 N/A PC COMMUNITY 25000 SOUTHERN SCHOLARSHIP FOUNDATION CENTRAL FLORIDA OFFICE 322 STADIUM DR TALLAHASSEE FL 32304 N/A PC EDUCATION 6800 SUMTER YOUTH CENTER INC PO BOX 2092 BUSHNELL FL 33513 N/A PC EDUCATIONAL AND RECREATIONAL ACTIVITIES TO MINOR CHILDREN OF SUMTER COUNTY 36600 225400 0 14 124306 18 194111 0 318417 0 318417 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 12996 10397 2599 ALPHABET INC CLA A 52606 242363 AMAZON COM INC 34498 174146 AMERICAN ELEC PWR INC 16359 39259 APPLE INC 17661 245119 BERKSHIRE HATHAWAY INC CLASS B NEW 19279 62160 BLACKROCK INC COM 31436 77203 BROADCOM INC COM 53473 337452 CHEVRON CORPORATION 35124 67355 COLGATE PALMOLIVE CO COM 31693 65072 CVS HEALTH CORP 18772 32124 DANAHER CORP DEL COM 21365 95273 EXXON MOBIL CORP 45441 73874 FISERV INC COM 5175 59904 GENERAL DYNAMICS CORP COM 17856 91430 JOHNSON & JOHNSON 28483 65415 JP MORGAN CHASE & CO 73709 98276 LABORATORY CORP AMER HLDGS 20015 55354 LYONDELLBASEL INDUSTRIES NV 33049 37283 MARATHON PETE CORP COM 35704 101021 MICROSOFT CORP 19721 318405 NEXTERA ENERGY INC 9715 57774 ORACLE CORP COMMON 14449 61173 PROCTOR & GAMBLE CO COM 25304 65816 PUBLIC SERVICE ENTERPRISE GROUP COM 22359 50001 ROPER TECHNOLOGIES INC 12893 95897 THERMO FISHER SCIENTIFIC INC COM 10288 120412 TRAVELERS COS INC 14708 64710 UNION PACIFIC CORP 18000 97784 UNITEDHEALTH GROUP INC 55012 89167 VANGUARD SMALL-CAP INDEX FUND 90088 183510 VANGUARD TOTAL INTL STOCK INDEX 114337 126075 VISA INC 31126 119610 WALMART INC COM 19430 73980 NVIDIA CORP 74654 94284 ARISTA NETWORKS INC 55837 235739 LOCKHEED MARTIN CORP 22037 24458 LULULEMON ATHLETICA INC 40140 32759 META PLATFORM INC 39905 62088 1276659 1269219 0 0 INTERCONTINENTAL EXCHANGE GROUP AT COST 149369 147440 DODGE & COX INCOME AT COST 238490 237531 CENCORA, INC. 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