2026-05-11T10:23:39-05:00 2025-11-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990PF 2024-12-01 226063106 The Willits Foundation Inc WILL 5616896000 co Holyfield Thomas 125 Butler S West Palm Beach FL 33407 Laura W Evans President 5616896000 2026-04-27 1 1 Julie Petillo CPA P00430735 5616896000 2024 2025-03-06 01:10:19Z X 34143587 X X 730568 730568 3827231 15561066 3827231 4557799 4557799 120000 36000 84000 15500 4650 10850 51747 2755 6425 16694 5008 11686 159718 157018 2700 363659 205431 115661 1373315 1373315 1736974 205431 1488976 2820825 4352368 134549 146229 146229 4187 15665638 20787694 30093013 6078361 3765450 3900158 21878548 24699373 34143587 0 0 X 21878548 24699373 0 0 0 0 21878548 24699373 21878548 24699373 21878548 2820825 0 24699373 0 24699373 UBS - Short Term P 2448521 2547039 98518 98518 UBS - Long Term P 12789434 9347888 3441546 3441546 UBS - Capital Gain Distribution P 323111 323111 323111 UBS - Basis Adjustment P 20387 -20387 -20387 UBS - BPA P 15557 -15557 -15557 3827231 60498 0 60498 0 60498 27600 0 50125 0 77725 X 1667 15560 15560 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A Holyfield Thomas LLC 5616896000 125 Butler Street West Palm Beach FL 33407 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Laura W Evans 125 Butler Street West Palm Beach FL 33407 Chairman and President 5.00 0 0 0 Christopher W Jones 125 Butler Street West Palm Beach FL 33407 Trustee 1.00 0 0 0 Caroline Jones 125 Butler Street West Palm Beach FL 33407 Trustee 1.00 0 0 0 James A Diack 125 Butler Street West Palm Beach FL 33407 Chief Operating Officer 30.00 120000 0 0 Megan Margiotta 125 Butler Street West Palm Beach FL 33407 Secretary 3.00 0 0 0 Charles Margiotta 125 Butler Street West Palm Beach FL 33407 Trustee 1.00 0 0 0 Diana Evans 125 Butler Street West Palm Beach FL 33407 Trustee 1.00 0 0 0 Michael Evans 125 Butler Street West Palm Beach FL 33407 Trustee 1.00 0 0 0 NONE 0 UBS Financial Services 299 Park Avenue New York NY 101710002 Financial advice 155861 0 0 31804771 227201 0 32031972 0 0 32031972 480480 31551492 1577575 1577575 60498 60498 1517077 0 1517077 0 1517077 1488976 0 1488976 1517077 1183068 0 0 1488976 1183068 0 0 305908 0 0 0 0 0 0 0 0 1211169 0 0 0 X Cleveland Clinic Foundation 2950 Cleveland Clinic Blvd Weston FL 33331 None PC Healthcare - Medical Equipment & Patient Services - Liver Transplants 175000 Boys and Girls Club of Palm Beach 800 Northpoint Parkway Suite 204 West Palm Beach FL 33407 None PC Youth Program - 65 "Be Great" Summer Campers - Belle Glade Van 169000 Gill St Bernard's School 25 Saint Bernards Rd Gladstone NJ 07934 None PC Education - BWE Scholarships 202 coinvest 163000 Presbyterian Church USA 1 East Oak Street Basking Ridge NJ 07920 None PC Religion - Various Renovations 135000 Center For Creative Education 425 24th St West Palm Beach FL 33407 None PC Education - Safety & Communications Equipment - Security & First Aid Training 127000 Sweet Briar College 134 Chapel Road Sweet Briar VA 24595 None PC Education - Willits Ag. Fellowship /LWE Co-invest 110000 The Lord's Place PO Box 3265 West Palm Beach FL 33402 None PC Charitable - Appliances and AEDs 109000 Mayo Clinic 4500 San Pablo Rd S Jacksonville FL 32224 None PC Women's Health Research 100000 Hanley Center Foundation 933 45th Street West Palm Beach FL 33407 None PC Mother/Infant Care in Memory of JHE 80000 Jupiter Medical Center Foundation 1210 S Old Dixie Hwy Jupiter FL 33458 None PC Healthcare - Pathology Suite - 12 Blanket Warmer Cabinets 80000 Cathedral Arts Project Inc 207 N Laura St Ste 300 Jacksonville FL 32202 None PC General Program Funding 75000 Children's Specialized Hospital 200 Somerset St New Brunswick NJ 08901 None PC Funding for Wheelchair Lab 50000 Scholarship America One Scholarship Way St Peter MN 56082 None PC Student Scholarships for Three students Paid with Funds On-Hand 315 1373315 0 14 730568 18 3827231 0 4557799 0 4557799 0 0 0 0 0 0 0 0 0 0 Accounting fees 15500 4650 10850 UBS Equities 20787694 30093013 UBS - Fixed Income AT COST 3765450 3900158 Investment fees 155861 155861 0 Insurance 2993 898 2095 Dues & Subscriptions 864 259 605 Payroll taxes 9180 2755 6425 Federal Taxes 42366 0 0 Foreign Taxes 201 0 0