2025-11-10T15:33:04-06:00 2024-12-31 591818353 KAUFMAN ROSSIN & CO PA 100 SE 3RD AVENUE SUITE 2400 FT LAUDERDALE FL 33394 990PF 2024-01-01 596199488 LAFFERTY FAMILY FOUNDATION INC LAFF 9544626300 651 VENEZIA GRANDE NAPLES FL 34119 AMY HSIEH TREASURER 6502692175 2025-11-10 1 1 ANDREW S TAUBMAN CPA P00066513 9545664400 2025-11-10 2024 2025-03-06 01:10:19Z X 2590329 X 150613 71414 70728 236041 1565836 236041 25745 478 483813 307247 0 0 0 11550 2888 0 3658 317 0 19238 18268 0 34446 21473 0 110000 110000 144446 21473 110000 339367 285774 91609 85234 85234 656715 432022 761493 1224896 1668037 1743602 1973220 2185293 2590329 0 0 X 0 0 0 0 1973220 2185293 1973220 2185293 1973220 2185293 1973220 339367 0 2312587 127294 2185293 PUBLICLY TRADED SECURITIES #0050 P 289590 150000 139590 139590 PUBLICLY TRADED SECURITIES #0065 P 1269973 1179795 90178 90178 CAPITAL GAINS DIVIDENDS P 6273 6273 6273 236041 3972 0 3972 0 3972 2200 0 4000 0 6200 7 2221 2221 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL 1 0 0 0 0 1 N/A THE ORGANIZATION 9544626300 651 VENEZIA GRANDE NAPLES FL 34119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN D LAFFERTY DEC 722025 411 NORTH NEW RIVER DR EAST 1904 FORT LAUDERDALE FL 33301 PRESIDENT 1.00 0 0 0 AMY LAFFERTY HSIEH 191 OAK GROVE AVENUE ATHERTON CA 94027 SECRETARY/TREASURER 1.00 0 0 0 ROBERT W LAFFERTY SR 824 S RIO VISTA BOULEVARD FORT LAUDERDALE FL 33316 DIRECTOR 1.00 0 0 0 KIMBERLY LAFFERTY ETZEL 651 VENEZIA GRANDE DRIVE NAPLES FL 34119 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2260055 150031 39984 2450070 0 0 2450070 36751 2413319 120666 120666 3972 3495 7467 113199 0 113199 0 113199 110000 0 110000 113199 0 0 268368 21590 289958 110000 0 0 0 110000 0 3199 3199 286759 0 0 0 0 0 0 265169 21590 21590 X ANN CHILDREN'S FUND 405 FIFTH AVENUE S NAPLES FL 34102 N/A PUBLIC CHARITY GENERAL OPERATIONS 15000 AVOW FOUNDATION INC 1095 WHIPPOORWILL LANE NAPLES FL 34105 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 COMMUNITY BIBLE CHURCH 4650 SW 30TH AVE FORT LAUDERDALE FL 33312 N/A PUBLIC CHARITY GENERAL OPERATIONS 10000 CORAL GABLES COMMUNITY FOUNDATION 1825 PONCE DE LEON BOULEVARD SUITE 447 CORAL GABLES FL 33134 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 GRACE PLACE FOR CHILDREN AND FAMILIES INC PO BOX 990531 NAPLES FL 34116 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 MOORINGS PARK FOUNDATION 120 MOORINGS PARK DRIVE NAPLES FL 34105 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 PALAU (FKA LUIS PALAU ASSOCIATION) PO BOX 50 PORTLAND OR 97207 N/A PUBLIC CHARITY GENERAL OPERATIONS 50000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PUBLIC CHARITY GENERAL OPERATIONS 10000 TELLING THE TRUTH 450 N SUNNY SLOPE ROAD SUITE 275 BROOKFIELD WI 53005 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 110000 0 14 71414 01 478 18 236041 S CORPORATION DISTRIBUTIONS 230000 25267 25267 307933 0 333200 0 0 0 0 0 0 0 0 0 0 X X 1 JOAN D LAFFERTY DEC 722025 411 NORTH NEW RIVER DR EAST 1904 FORT LAUDERDALE FL 33301 150613 X 1 420 SHARES OF APPLE, INC. COMMON STOCK AND 105 SHARES OF MICROSOFT CORPORATION COMMON STOCK 150613 2024-12-10 ACCOUNTING FEES 11550 2888 0 MORGAN STANLEY #0065 EQUITIES 308313 483009 MORGAN STANLEY #0050 EQUITIES 123709 278484 MORGAN STANLEY #0065 MUTUAL FUNDS AT COST 486775 485845 MORGAN STANLEY #0065 ETFS AT COST 858484 894995 MORGAN STANLEY #0050 MUTUAL FUNDS AT COST 322778 322778 THE WESLEY COMPANIES, INC. AT COST 0 39984 UNREALIZED GAIN OR LOSS ON CONTRIBUTED SECURITIES 126904 MISCELLANEOUS TIMING DIFFERENCES 390 INVESTMENT ADVISORY FEES 18268 18268 0 NORTHPOINT FINANCIAL 959 0 0 POSTAGE REIMBURSEMENT 11 0 0 UNSETTLED SALES 478 478 478 S CORPORATION DISTRIBUTIONS 25267 25267 FOREIGN TAXES PAID 317 317 0 ESTIMATED TAX PAYMENTS 2200 0 0 FEDERAL EXTENSION TAX PAYMENT 1141 0 0