2025-07-31T13:58:34-04:00 2024-12-31 332029268 METZLER ADVISORY ST PETE LLC 7235 1ST AVE S SAINT PETERSBURG FL 33707 990PF 2024-01-01 471968649 SYLVAN OAKS FOUNDATION INC SYLV 7273430631 2813 GULF TO BAY BLVD CLEARWATER FL 33759 MARK HEIN DIR, PRES 7273430631 2025-07-24 true true ANTOINE V MATAR P01886208 7273430631 2025-07-28 2024 2025-03-06 01:10:19Z X 15455796 X 100554 43326 43326 43326 208935 208935 208935 1320758 2378568 168 186 186 1673759 252429 252447 72000 43000 11500 1910 8175 154 154 11653 2794 5969 46376 36537 200737 39485 0 633595 633595 834332 39485 633595 839427 212944 252447 416680 1224053 1224053 3009444 2922846 2999393 3749255 3697275 10990391 18634 18634 223325 223325 7175379 8086133 15455796 69997 69997 X 7175379 8016136 7175379 8016136 7175379 8086133 7175379 839427 1330 8016136 8016136 168 2960 2960 2960 3200 3200 X 5 235 235 false false false false false false false true true true false false false false true N/A MARK HEIN 7273430631 2803 GULF TO BAY BLVD UNIT 510 CLEARWATER FL 33759 false false false false false false false false false false false false false true false false false false false false false MARK HEIN 2803 GULF TO BAY BLVD UNIT 510 CLEARWATER FL 33759 DIR, PRES 000.00 36000 0 0 VICKI HEIN 2803 GULF TO BAY BLVD UNIT 510 CLEARWATER FL 33759 DIR, SEC, VP 000.00 36000 0 0 NONE NONE N/A 1416582 13634005 39154 15089741 15089741 226346 14863395 743170 743170 2960 2960 740210 740210 740210 633595 633595 740210 133959 151844 285803 633595 633595 106615 106615 179188 0 27344 151844 151844 X W CLARK 425 S VILLA SAN MARCO DR ST AUGUSTINE FL 32086 NONE I COLLEGE SCHOLARSHIP PROGRAM 68726 S SUDDERTH 425 JAMEE DR LAKEMONT GA 30552 NONE I COLLEGE SCHOLARSHIP PROGRAM 6025 R ROBINSON 109 WOOD HEN WAY TIGER GA 30576 NONE I COLLEGE SCHOLARSHIP PROGRAM 4978 R GREENE 8 BELLE ACRE LANE CLAYTON GA 30525 NONE I COLLEGE SCHOLARSHIP PROGRAM 1742 P WEAVER 175 WATERFRONT WAY DALTON GA 30720 NONE I HOUSING GRANT 4250 P PICCIOTTI 400 E COLLEGE ST GEORGETOWN KY 40324 NONE I COLLEGE SCHOLARSHIP PROGRAM 5776 M UPCHURCH 155 KICHINS LANE CLAYTON GA 30525 NONE I COLLEGE SCHOLARSHIP PROGRAM 10436 M KOWALSKY 107 JESS LANE CLAYTON GA 30525 NONE I COLLEGE SCHOLARSHIP PROGRAM 13310 K RANDALL 1282 PRINCE AVE ATHENS GA 30601 NONE I COLLEGE SCHOLARSHIP PROGRAM 29512 J WINN 1510 DETWILLER DR YORK PA 17404 NONE I COLLEGE SCHOLARSHIP PROGRAM 3797 J GILES 231 W HANCOCK ST MILLEDGEVILLE GA 31061 NONE I COLLEGE SCHOLARSHIP PROGRAM 5373 G SHEGOTA 1323 SYCAMORE TERRACE BOCA RATON FL 33486 NONE I COLLEGE SCHOLARSHIP PROGRAM 17811 G JOHNSON 500 WASHINGTON ST SE GAINESVILLE GA 30501 NONE I COLLEGE SCHOLARSHIP PROGRAM 15637 A GOULBOURNE 3415 CARDINAL FEATHER DR LAND O LAKES FL 34638 NONE I COLLEGE SCHOLARSHIP PROGRAM 10305 A GONZALEZ 30 SUMMIT BLVD CLAYTON GA 30525 NONE I COLLEGE SCHOLARSHIP PROGRAM 11212 A DARNELL 125 DELTA LANE CLAYTON GA 30525 NONE I COLLEGE SCHOLARSHIP PROGRAM 9070 A BLACKWELL 101 LINCOLN LANE TIGER GA 30576 NONE I COLLEGE SCHOLARSHIP PROGRAM 9364 FAITH INC 24 CHECHERO STREET UNIT 1 CLAYTON GA 30525 NONE PC GENERAL PURPOSE DONATION 10634 TISBEST PHILANTHROPY 5950 6TH AVE S STE111 SEATTLE WA 98108 NONE PC GERNERAL PURPOSE DONATION 13648 TOGETHER WE CAN DO GREAT THINGS PO BOX 1712 FRANKLIN NC 28744 NONE PC GENERAL PURPOSE DONATION 29500 NORTHERN TOOL EQUIPMENT NTEAR-D635 PB BOX200824 DALLAS TX 75320 NONE NC NC HURRICANE FLOOD RELIEF 135972 CLOTHES TO KIDS INC 1059 N HERCULES AVE CLEARWATER FL 33765 NONE PC GENERAL PURPOSE DONATION 216517 633595 14 43326 14 208935 14 18 1320758 OTHER MISC. INCOME 41 186 1573205 1573205 false false false false false false false false false false X X 1 MARK HEIN 2803 GULF TO BAY BLVD UNIT 510 CLEARWATER FL 33759 100554 X 1 MICROSOFT CORP 50211 2024-12-30 1 APPLE INC, AAPL 400 SHRS 29003 2024-12-30 1 BLACKSTONE INC 21340 2024-12-30 ACCOUNTING 8175 BIOGEN INC COM 2008-04 PURCHASE 16856 5310 11546 COMCAST CORP (NEW) CL A 2006-03 PURCHASE 3543 768 2775 LIBERTY BROADBAND CORP S-C PURCHASE 2024-07 2205 400 1805 METLIFE INCORPORATED 2009-12 PURCHASE 2024-09 3665 1382 2283 PPG INDUSTRIES INC 2010-06 PURCHASE 2024-07 1715 422 1293 SEAGATE TECHNOLOGY HLDGS PLC 2006-12 PURCHASE 10672 2884 7788 UNITED HEALTH GRP INC. 2006-12 PURCHASE 27907 2489 25418 WARNER BROS DISCOVERY INC SER 2010-05 PURCHASE 2024-02 373 755 -382 MORGAN STANLEY 2234 LT COVERED SEC. PURCHASE 2024-12 816950 66250 750700 APPLIED MATERIALS INC 2008-12 PURCHASE 340683 19998 320685 UNITED HEALTH GRP INC 2008-05 PURCHASE 2024-12 33861 2021 31840 BLACKSTONE INC 2015-09 PURCHASE 2024-12 84641 11126 73515 MORGAN STANLEY 2192 ST COVERED SEC PURCHASE 2024-06 125665 123004 2661 MORGAN STANLEY 2192 LT COVERED SEC PURCHASE 2024-12 909664 821001 88663 ABBVIE INC 15269 33408 ACCENTURE PLC IRELAND CL A 18298 22432 AIR PROD & CHEM INC 13197 15979 AIRBNB 22192 24179 ALEXANDRIA REAL ESTATE EQ INC 25254 20876 ALPHABET INC CL A 21041 23284 AMCOR LTD ORD SHS 15818 12572 AMER INTERNATIONAL GROUP INC 4372 8081 AMERICAN ELECTRIC POWER INC 21907 23334 AMERICAN TOWER REIT INC 13936 16839 AMGEN INC 23034 24849 APOLLO GLOBAL MANAGEMENT, INC 16067 68541 APPLE INC 69137 564744 APPLIED MATERIALS INC 69104 752426 APPLOVIN CORP 18025 16708 ARES MANAGEMENT CORP CL A 20056 24076 ASTRAZENECA PLC ADR 14740 14480 AT&T, INC 18533 22724 AUTODESK, INC 45283 127982 AVALONBAY CMNTYS INC 16259 20807 BANK OF AMERICA CORP 176 BAXTER INTERNATIONAL INC 3687 3078 BCE INC BECTON DICKINSON & CO 35404 34711 BIOGEN INC BK MONTREAL 22755 23874 BLACKROCK INC 40757 207072 BLACKSTONE INC 170430 1504198 BRISTOL MYERS SQUIBB CO 35209 40667 BRITISH AMERICAN TOBACCO PLC BROADCOM INC 9382 195209 BUILDERS FIRSTSOURCE INC 13876 11663 CAN IMPERIAL BK OF COMMERCE CAPITAL ONE FINANCIAL 14808 24252 CDN IMPL BK COMMERCE 7380 11508 CHARLES RIV LABORATORIES INTL INC 19155 10954 CHESAPEAKE ENERGY CORPORATION CHEVRON CORP 40519 37658 CHIPOLTE MEXICAN GRILL INC 17803 18030 CINTAS CORP 11837 17098 CISCO SYSTEMS INC 77134 229848 CLEAN HARBORS 9217 9267 COCA COLA CO 33218 41403 COMCAST CORP 7741 33289 CONAGRA FOODS INC CROWDSTRIKE HOLDINGS, INC 23376 50982 CROWN CASTLE INTL DIAGEO PLC ADS 48768 39029 DIGITAL RLTY TR INC DOCUSIGN INC 43100 18797 DOLBY LABORATORIES 5946 11637 DOMINION ENERGY INC DOXIMITY ORD SHS CLASS A 12172 16391 DTE ENERGY COMPANY 10209 11666 DUKE ENERGY CO 17777 26181 E.L.F. BEAUTY INC 20776 15442 EDISON INTL 8513 10778 ENBRIDGE INC 66445 76119 ENTERGY CORP NEW 14354 20623 EQT CORPORATION 9012 13049 ETSY INC EXXON MOBIL CORP 45585 50343 FREEPORT-MCMORAN COPPER & GOLD INC 19786 31073 GENERAL MOTORS 4739 7085 GILEAD SCIENCES INC 39502 52004 GUARDANT HEALTH INC HALEON PLC ADR 16999 17954 HOME DEPOT INC 50548 563827 HUBSPOT INC 45878 58771 HUNTINGTON BANCSHARES INC 24045 26178 IDEXX LABS 13978 11560 INSULET CORPORATION 16207 17968 INTEL CORP 60135 40666 IONIS PHARMACEUTICALS INC 5395 6153 JOHNSON & JOHNSON 150584 338818 JOHNSON CONTROLS INTERNATIONAL PLC 18138 32282 JP MORGAN CHASE 138014 715994 KENVUE INC 17236 18809 KEYCORP 42687 93710 KIMBERLY CLARK CORP KLA TENCOR CORP 37237 544835 L3HARRIS TECHNOLOGIES 12947 29649 LIBERTY BROADBAND CORPORATION K LIBERTY MEDIA CORPORATION - SER A 1061 2675 LIBERTY MEDIA CORPORATION - SER C 11121 16493 LINDE PLC COM 11125 26704 LYFT INC LYONDELLBASELL INDUSTRIES NV 33829 27628 MASTERCARD INC 3512 13708 MATCH GROUP INC MEDTRONIC PLC MCSI INC COM 17237 18182 MERCK & CO INC 101978 344819 META PLATFORMS INC CL A 11678 14493 METLIFE INC 13594 22353 MICROSOFT CORP 76098 585057 MONDELEZ INTERNATIONAL INC MONGODB INC CL A 15923 9524 MORGAN STANLEY 13339 17349 NATIONAL GRID TRANSCO PLC 33912 32859 NESTLE S.A 34432 32224 NORTHROP GRUMMAN CORP 14550 18594 OLD DOMINION FREIGHT LINE 23282 20110 ORACLE CORP 4273 21830 ORGANON & CO 4634 4879 PALANTIR TECHNOLOGIES INC 5443 5466 PAYCHEX INC 15698 17247 PAYLOCITY 6224 7845 PEPSICO INC NC 25987 22809 PFIZER INC 24257 23691 PHILIP MORRIS INTL 20675 30569 PINTEREST INC CL A 25250 24679 PIONEER NAT RES CO PNC FINANCIAL GROUP INC 32502 43198 PPG INDUSTRIES INC 2723 10343 PPL CORPORATION 14945 16879 PROCTER GAMBLE CO 7031 17268 PROLOGIS INC COM 29482 26108 PUBLIC STORAGE 9617 10708 REALTY INCOME CORP 25786 25316 ROBINOOD MKTS INC CL A 6850 6521 RTX CORPORATION 71650 328298 SANOFI ADR 32772 32555 SAP AKTIENGESELL ADS 6232 16895 SEAGATE TECHNOLOGY HOLDINGS PLC 2467 8197 SEMPRA ENERGY COM 29586 38246 SERVICENOW INC 19226 34645 SHOPIFY INC 14058 22648 SNOWFLAKE INC 20364 22235 SOUTHERN CO 9580 17699 STARBUCKS CORP WASHINGTON 17974 16516 T-MOBILE US INC COM 20324 30681 TC ENERGY CORPORATION 29278 31315 TE CONNECTIVITY LTD 30014 54758 TERADYNE INC 20160 136749 TEXAS INSTRUMENTS INC 37388 293940 TJX COS INC NEW 27392 38297 TKO GROUP HOLDINGS INC CL A 16119 22738 TOTALENERGIES SE SPONSORED ADS 36594 37714 TRACTOR SUPPLY CO 16665 16986 TRANE TECHNOLOGIES PLC 15772 183567 TRAVELERS COMPANIES INC 11733 27943 TRUIST FINANCIAL CORPORATION 34596 27937 UNILEVER PLC AMER 13734 13381 UNION PACIFIC 7956 22776 UNITED PARCEL SERVICE 15365 15636 UNITEDHEALTH GROUP INC 17786 206122 US BANCORP 41069 44104 VERIZON COMMUNICATIONS 48781 42229 VERTEX PHARMCTLS INC 26927 99467 VERTIV HOLDINGS LLC CL A 23792 30561 VIATRIS ORD SHS 6633 6698 VISA INC 12870 28323 VULCAN MATERIALS CO 12367 24921 W W GRAINGER INC 23606 26374 WALT DISNEY HOLDINGS CO 83789 87529 WARNER BROS. DISCOVERY, INC WASTE MANAGEMENT INC 4081 16990 WEC ENERGY GROUP INC COM 11906 13072 WESTERN DIGITAL CORP 7712 9839 WILLIAMS COS 19470 47788 WOLFSPEED INC XCEL ENERGY INC 29517 35245 2922846 2999393 HP/MILLENNIUM INT'L II LTD FMV 18634 18634 LEGAL 1910 CONSTRUCTION IN PROCESS 140797 140797 PREPAID EXPENSES 6028 6028 WEBSITE 76500 76500 EXPENSES STATE OR LOCAL FILING FEES OFFICE EXPENSES 7478 INSURANCE 1088 INVESTMENT EXPENSES 36537 36537 401K ADMIN FEES 625 BANK FEES 139 WEB HOSTING 58 DUES & SUBSCRIPTIONS 451 OTHER MISC. INCOME 186 186 SECURITIES COST BASIS ADJUSTMENT 1330 PAYROLL LIABILITIES 1731 RETIREMENT PLAN PAYABLE 66500 NET UNSELLTLED TRADES 1766 FOREIGN TAX PAID 2794 2794 FILING FEES 61 PAYROLL TAXES 8798