2025-11-11T10:48:18-06:00 2024-12-31 650754870 BLUE OCEAN CAPITAL 4500 PGA BLVD 207 PALM BEACH GARDENS FL 33418 990PF 2024-01-01 540555235 TAYLOR FOUNDATION TAYL 5616285458 PO BOX 2264 PALM BEACH FL 33480 SUSAN KIRKPATRICK CHAIRMAN OF THE BRD 5616285458 2025-11-10 1 0 BETHANY A EVANS CPA P01484857 5616593301 2024 2025-03-06 01:10:19Z X 2249540 X X 49795 49795 68918 427800 68918 118713 118713 14000 5600 8400 14306 5722 8584 8801 3521 5281 7408 622 934 44515 15465 23199 124000 124000 168515 15465 147199 -49802 103248 -2274 11923 11923 325773 48826 48826 583381 653501 1886027 145728 294901 296125 12984 6639 6639 1065592 1015790 2249540 0 0 X 2199583 2199583 0 0 -1133991 -1183793 1065592 1015790 1065592 1015790 1065592 -49802 0 1015790 0 1015790 S&P DEPOSITARY RECEIPTS SERIES 1 2024-01-01 2024-06-24 273167 218866 54301 54301 U.S. TREASURY NOTES 2.375% 2023-03-14 2024-02-29 50000 50000 0 0 CONSTELLATION BRANDS 4.75% 2022-11-22 2024-11-15 50000 50000 0 0 S&P DEPOSITARY RECEIPTS SERIES 1 2023-01-24 2024-06-24 54633 40016 14617 14617 68918 1435 0 1435 0 1435 6312 0 0 0 6312 0 4877 4877 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 0 0 0 0 0 0 N/A SUSAN K KIRKPATRICK 5616285458 120 MURRAY ROAD WEST PALM BEACH FL 33405 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARRY TAYLOR 554 NELSON NECK ROAD SEA LEVEL NC 28577 TRUSTEE 1.00 1750 0 0 SUSAN T KIRKPATRICK SUSAN T KIRKPAT 120 MURRAY ROAD WEST PALM BEACH FL 33405 CHAIRMAN OF THE BRD 1.00 1750 0 0 BARBARA CREECH PO BOX 988 ATLANTIC BEACH NC 28512 TRUSTEE 1.00 1750 0 0 GRADY FULCHER JR PO BOX 989 ATLANTIC BEACH NC 28512 TRUSTEE 1.00 1750 0 0 BRIAN KIRKPATRICK 729 KITTYHAWK WAY WEST PALM BEACH FL 33408 TRUSTEE 1.00 1750 0 0 WILLIAM CLARK TAYLOR 1234 MANCHESTER PL NORFOLK VA 23518 SECRETARY 1.00 1750 0 0 LAURA CREECH 13317 MACHIAVELLA WAY PALM BEACH GARDENS FL 33418 TRUSTEE 1.00 1750 0 0 HARRY TAYLOR JR 116 SHELL HILL ROAD SEA LEVEL NC 28577 TRUSTEE 1.00 1750 0 0 NONE 0 NONE 0 0 1919658 308545 0 2228203 0 0 2228203 33423 2194780 109739 109739 1435 1435 108304 0 108304 0 108304 147199 0 147199 108304 0 0 17099 33853 7979 17992 76923 147199 0 0 0 108304 38895 0 0 115818 0 0 0 0 0 0 17099 98719 33853 7979 17992 38895 SUSAN T KIRKPATRICK 120 MURRAY ROAD WEST PALM BEACH FL 33405 5616285458 LETTER DECEMBER 1 THERE ARE NO FORMAL RESTRICTIONS OR LIMITATIONS ON AWARDS, BUT AS A MATTER OF LONGSTANDING POLICY, THE FOUNDATION GENERALLY LIMITS ITS GIFTS TO COMMUNITY AND GENERAL CHARITIES INCLUDING HOSPITALS, RELIGIOUS AND EDUCATIONAL ENTITIES LOCATED WITHIN VIRGINIA, NORTH CAROLINA, AND FLORIDA. ATLANTIC MEALS ON WHEELS PO BOX 64 ATLANTIC NC 28511 COMMUNITY 500 BIG DOG RANCH RESCUE 11390 JOG ROAD SUITE 101 PALM BEACH GARDENS FL 33418 COMMUNITY 4000 BOCA RATON CHAMPION GOLF CHARITIES 1141 S ROGERS CIR SUITE 1 BOCA RATON FL 33487 COMMUNITY 8000 BRIDGE DOWN EAST 1344 ISLAND ROAD HARKERS ISLAND NC 28531 COMMUNITY 3500 CHAMPIONS FOR KIDS 6850 BLUE HERON BLVD MYRTLE BEACH SC 29588 COMMUNITY 3000 CHASIN A DREAM FOUNDATION 305 OCEAN DUNES CIRCLE JUPITER FL 33477 COMMUNITY 2000 CYSTIC FIBROSIS FOUNDATION PO BOX 639 WILSON NC 27894 COMMUNITY 3500 DREAM CENTER OF HAMPTON ROAD 1244 THOMPKINS LN VIRGINIA BEACH VA 23464 COMMUNITY 500 EAST CATERET HIGH SCHOOL 3263 US HIGHWAY 70 E BEAUFORT NC 28516 EDUCATIONAL 6000 EAST CATERET HIGH SCHOOL FOOD PANTRY 3263 HIGHWAY 70 EAST BEAUFORT NC 28516 COMMUNITY 1500 ELS FOR AUTISM 18370 LIMESTONE CREEK ROAD JUPITER FL 33458 COMMUNITY 5000 FRIENDS OF SCOUTING DOWN EAST PO BOX 94 SMYRNA NC 28579 COMMUNITY 3000 HANLEY FOUNDATION 700 S DIXIE HWY STE 103 WEST PALM BEACH FL 33401 COMMUNITY 2500 HARKERS ISLAND FIRE & RESCUE INC PO BOX 273 HARKERS ISLAND NC 28531 COMMUNITY 2500 HOPE MISSION PO BOX 1438 MOREHEAD CITY NC 28557 COMMUNITY 500 INTEGRATED CAR OF GREATER HICKORY 741 5TH ST SW HICKORY NC 28602 COMMUNITY 15000 KERUS GLOBAL EDUCATION 245 NEWMAN AVENUE HARRISONBURG VA 22801 EDUCATIONAL 2500 LIGHT HOUSE COMMUNITY CHURCH 3401 E 47TH ST S WICHITA KS 67216 COMMUNITY 1000 MEALS ON WHEELS PALM BEACHES 333 SOUTHERN BLVD 400 WEST PALM BEACH FL 33405 COMMUNITY 7000 MOUNT OLIVE COLLEGE 634 HENDERSON ST MT OLIVE NC 28365 EDUCATIONAL 2000 NORFOLK YOUNG LIFE PO BOX 285 NORFOLK NE 68702 COMMUNITY 2500 PEGGY ADAMS ANIMAL RESCUE LEAGUE 3100 N MILITARY TRAIL WEST PALM BEACH FL 33409 COMMUNITY 2500 ROSE TRANSPORTATION SERVICE INC 800 23RD STREET WEST PALM BEACH FL 33407 COMMUNITY 2000 RTD FOUNDATION 6228 NORTHAVEN RD DALLAS TX 75230 COMMUNITY 2000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 COMMUNITY 12000 SEA LEVEL BEAUTIFICATION COMM 116 SHELL HILL RD SEALEVEL NC 285779638 COMMUNITY 5500 SEA LEVEL CEMETARY ASSOCIATION 648 SHELL HILL ROAD SEA LEVEL NC 28577 COMMUNITY 2500 SEA LEVEL MISSIONARY BAPTIST CHURCH 1096 HIGHWAY 70 SEALEVEL NC 28577 COMMUNITY 1000 SEA LEVEL UNITED METHODIST CHURCH 422 NELSON NECK RD SEALEVEL NC 28577 COMMUNITY 1000 ST CLARE CATHOLIC SCHOOL 821 PROSPERITY FARMS RD NORTH PALM BEACH FL 33408 EDUCATIONAL 5000 STOP CHILDREN'S CANCER PO BOX 30161 PALM BEACH GARDENS FL 33420 COMMUNITY 4000 STRAITSHARKERS ISLAND MEALS ON WHEELS 14178 NC HIGHWAY 55 BAYBORO NC 28515 COMMUNITY 1000 TABERNACLE CHURCH OF NORFOLK 7000 GRANBY ST NORFOLK VA 23505 COMMUNITY 4000 URBAN RENEWAL CENTER 820 COLONIAL AVE NORFOLK VA 23507 COMMUNITY 2500 WEST PALM BEACH FISHING FOUNDATION 201 5TH STREET WEST PALM BEACH FL 33401 COMMUNITY 3000 124000 0 14 49795 18 68918 0 118713 0 118713 0 0 0 0 0 0 0 0 0 0 THE STATE OF VA DOES NOT WANT A COPY OF FORM 990-PF STANLEY BLACK & DECKER 47540 49809 COMCAST CORP 48386 49572 TOYOTA MTR CR CORP 49699 49650 WASTE MGMT INC 50090 49691 WEYERHAEUSER CO 48210 47382 HONEYWELL INTERNATIONAL 50976 50021 SPDR S&P 500 ETF TR 324499 1553112 ISHARES CORE S&P SMALL CAP ETF 106479 115220 VANGUARD FTSE EMERGING MARKETS ETF 110576 110100 VANGUARD FTSE DEVELOPED MARKETS ETF 111947 107595 48826 48826 0 0 DUE FROM OTHERS 34 34 34 INVESTMENT INCOME RECEIVABLE 2221 1728 1728 PREPAID FEDERAL TAX 10729 4877 4877 TAXES PAID 5852 0 0 DUES AND SUBSCRIPTIONS 738 295 443 BANK CHARGES 9 4 5 FOREIGN TAXES PAID 553 221 332 POSTAGE 256 102 154 INVESTMENT ADVISORY FEES 14306 5722 8584