2020-11-16T10:20:19-06:00 2019-12-31 592831281 CALER DONTEN LEVINE ET AL PA 505 SOUTH FLAGLER DR 900 WEST PALM BEACH FL 334015948 990PF 2019-01-01 200667161 BOOTH FOUNDATION INC BOOT 7722254391 505 S FLAGLER DRIVE NO 900 STUART FL 34996 KATHERINE SAWYER-BOOTH PRESIDENT 7722254391 2020-11-16 1 THOMAS A PENCE JR P00141013 5618329292 75.147.220.17 2020-11-16 10:51:05 ES P 68461849453358E8525249EA0C02F757544ECBB5 68F009FCBDDA414A3B514E3F8BA278736A082D87 2019 2021-04-22 16:20:28Z X 95780571 X 43486722 2107825 2107825 -3541379 17975341 0 38602 38602 42091770 2146427 168000 84000 84000 8943 6260 2683 9180 6426 2754 87890 87890 0 21993 15567 6426 34902 27849 7053 330908 227992 102916 3268628 3268628 3599536 227992 3371544 38492234 1918435 9297 61687 61687 3199230 8081596 8081596 43953364 77615050 87628255 28533 9033 9033 47190424 85767366 95780571 0 84708 0 84708 X 0 0 0 0 47190424 85682658 47190424 85682658 47190424 85767366 47190424 38492234 0 85682658 0 85682658 CHARLES SCHWAB 81162 84685 -3523 -3523 CHARLES SCHWAB 76348 45206 31142 31142 MERRILL LYNCH 4052997 3914089 138908 138908 MERRILL LYNCH 2337152 2261998 75154 75154 MERRILL LYNCH 320658 371701 -51043 -51043 MERRILL LYNCH 8346489 11791243 -3444754 -3444754 MERRILL LYNCH (SUPPLEMENTAL) 105579 105579 0 0 MERRILL LYNCH 519694 519694 0 0 MERRILL LYNCH 527 527 0 0 MERRILL LYNCH 1118130 1008855 109275 109275 MERRILL LYNCH 93381 13179 80202 80202 MERRILL LYNCH 334199 711895 -377696 -377696 MERRILL LYNCH 562834 562834 0 0 MERRILL LYNCH 125050 -125050 -125050 MERRILL LYNCH 307 185 122 122 CAPITAL GAINS DIVIDENDS P 25884 25884 25884 -3541379 0 2082704 28708685 0.072546 892406 23793870 0.037506 2464393 22023043 0.111901 1680405 28975242 0.057995 1452062 33193954 0.043745 0.323693 0.064739 73550899 4761612 19184 4780796 3371544 38369 0 38369 0 38369 9033 15000 0 24033 X 987 15323 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THOMAS A PENCE JR CPA 5618329292 505 S FLAGLER DRIVE SUITE 900 W PALM BEACH FL 33401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHERINE BOOTH 2001 SAILFISH POINT BLVD 316 STUART FL 34996 PRESIDENT 5.00 0 0 0 KIMBERLY LOMBEAR 1950 SW PALM CITY ROAD 13-301 STUART FL 34994 TREASURER 1.00 84000 0 0 SUSAN MACHAMER 1000 N US HIGHWAY 1 TOWNHOUSE 752 JUPITER FL 33477 VICE-PRESIDENT 1.00 84000 0 0 THOMAS A PENCE JR 7535 SE FOREST OAK LANE HOBE SOUND FL 33455 DIRECTOR 1.00 0 0 0 BETH TERDO PRINZ 815 COLORADO AVENUE SUITE 103 STUART FL 34994 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 68092244 6559936 18783 74670963 0 0 74670963 1120064 73550899 3677545 3677545 38369 38369 3639176 0 3639176 0 3639176 3371544 0 3371544 0 3371544 3639176 0 0 273235 1376213 657324 2306772 3371544 0 0 0 3371544 0 267632 267632 2039140 0 0 0 0 0 0 0 2039140 5603 1376213 657324 X HUNINGTON MUSEUM OF ART 2033 MCCOY ROAD HUNTINGTON WV 25701 NONE PUBLIC GENERAL SUPPORT 265000 INTERNATIONAL COOPERATING MINISTRIES 1901 N ARMISTEAD AVENUE HAMPTON VA 23666 NONE PUBLIC TO BUILD CHURCHES IN AFRICA 885500 OUTREACH FOUNDATION OF FIRST PRESBYTERIAN 318 SEABOARD LANE SUITE 205 FRANKLIN TN 37069 NONE PUBLIC PROGRAM FOR DISADVANTAGED PEOPLE 2118128 3268628 0 14 2107825 15 38602 18 -3541379 0 -1394952 0 -1394952 0 0 0 0 0 0 0 0 0 0 X X 1 ALEX E BOOTH JR IRREVOCABLE TRUST 2001 SE SAILFISH POINT BLVD 316 STUART FL 34996 43486722 X ACCOUNTING FEES 9180 6426 2754 VARIOUS STOCKS, BONDS & PTPS AT COST 77615050 87628255 LEGAL FEES 8943 6260 2683 FEDERAL TAX RECEIVABLE 28533 9033 9033 BANK SERVICE CHARGES 4829 4829 0 CONTRACT LABOR 1520 1064 456 INVESTMENT EXPENSES 2637 2637 0 OFFICE EXPENSES 11541 5770 5771 ROYALTY EXPENSES 13549 13549 0 TRAVEL 826 0 826 MERRILL LYNCH (732-02434) 38602 38602 38602 PAYROLL TAXES PAYABLE 0 84708 INVESTMENT FEES - CHARLES SCHWAB (1788-9764) 332 332 0 INVESTMENT FEES - CHARLES SCHWAB (2555-5833) 274 274 0 INVESTMENT FEES - MERRILL LYNCH (732-02420) 87284 87284 0 FOREIGN TAX PAID 9141 9141 0 PAYROLL TAXES 12852 6426 6426