2025-11-13T11:56:35-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 4950 W KENNEDY BLVD SUITE 610 TAMPA FL 33609 990PF 2024-01-01 593753198 GEORGE JENKINS FOUNDATION INC C/O LJ MANAGEMENT SERVICES INC GEOR 8636687333 2000 E EDGEWOOD DR 102 LAKELAND FL 338033600 MARIANNE PARSONS TREASURER 8636687333 2025-11-13 1 0 TOMISLAV LONCAR P00224197 8134910001 2024 2025-03-06 01:10:19Z X 12898385 X 2712326 160046 160046 29872 194749 194749 3507846 12536287 3507846 6574967 3862641 29872 0 0 0 0 5400 2700 0 2700 98908 52241 0 46667 2587 2587 0 0 7443 0 0 7443 114338 57528 0 56810 7421369 7421369 7535707 57528 0 7478179 -960740 3805113 29872 1207044 1296084 1296084 11493100 10443320 11602301 12700144 11739404 12898385 0 0 X 12700144 12700144 0 0 0 -960740 12700144 11739404 12700144 11739404 12700144 -960740 0 11739404 0 11739404 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31 3012316 2962058 50258 50258 PUBLICLY TRADED SECURITIES P 2023-01-01 2024-12-31 9515158 6066383 3448775 3448775 CLASS ACTION PROCEEDS P 2023-01-01 2024-12-31 1978 1978 1978 CAPITAL GAINS DIVIDENDS P 6835 6835 6835 3507846 50258 52891 0 52891 0 52891 13423 0 40000 0 53423 1077 545 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A LJ MANAGEMENT SERVICES INC 8636687334 2000 E EDGEWOOD DRIVE SUITE 102 LAKELAND FL 338033600 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIA J FANCELLI 2000 E EDGEWOOD DR SUITE 102 LAKELAND FL 33803 PRESIDENT 1.00 0 0 0 GREGORY FANCELLI 2000 E EDGEWOOD DR SUITE 102 LAKELAND FL 33803 DIRECTOR 0.25 0 0 0 LESLIE FANCELLI 2000 E EDGEWOOD DR SUITE 102 LAKELAND FL 33803 DIRECTOR 5.00 0 0 0 MARIANNE PARSONS 2000 E EDGEWOOD DR SUITE 102 LAKELAND FL 33803 SEC., TREASURE 5.00 0 0 0 NONE 0 LJ MANAGEMENT SERVICES 2000 E EDGEWOOD DR 102 LAKELAND FL 338033600 MANAGEMENT 70000 0 0 10425476 1104608 0 11530084 0 0 11530084 172951 11357133 567857 567857 52891 52891 514966 0 514966 0 514966 7478179 0 7478179 514966 0 0 3698654 1977204 5800855 5372751 12898018 29747482 7478179 0 0 0 514966 6963213 0 0 36710695 0 0 0 0 0 0 3698654 33012041 1977204 5800855 5372751 12898018 6963213 JULIA J FANCELLI X ACADEMY PREP OF LAKELAND 1021 LAKELAND HILLS BLVD LAKELAND FL 33805 PC FOR ACADEMY PREP OF LAKELAND OPERATIONS 910000 ACHIEVEMENT ACADEMY 716 E BELLA VISTA ST LAKELAND FL 33805 PC DONATION FOR OPERATIONS AND BIRTH TO THREE PROGRAM 200000 ALLIANCE DEFENDING FREEDOM 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 PC LEGAL DEFENSE OF RELIGIOUS FREEDOM 200000 ANCHOR HOUSE INC OF POLK COUNTY 3000 K-VILLE AVE AUBURNDALE FL 33823 PC FUNDING FOR TUTORING AND FULL TIME THERAPIST 188350 CCDF USA FOUNDATION 1050 FIRST STREET NE WASHINGTON DC DC 20002 PC OPERATIONS 200000 CENTRAL FLORIDA SPEECH AND HEARING CENTER 3020 LAKELAND HIGHLANDS ROAD LAKELAND FL 33803 PC OPERATIONS 5000 CITY LORE INC 56 E 1ST STREET NEW YORK NY 10003 PC TO COMPLETE DANTE ALIGHIERI & THE DIVINE COMEDY DOCUMENTARY 171000 FLORIDA CHILDREN'S MUSEUM 600 BONNET SPRINGS BLVD LAKELAND FL 33815 PC FUNDING FOR TRAVELING EXHIBITS 99000 FURRY FRIENDS HUMANE INC 100 CAPITAL STREET JUPITER FL 33458 PC HURRICANE/TORNADO REPAIRS 20000 HELPING A HERO ORG 12345 JONES ROAD SUITE 222 HOUSTON TX 77070 PC SPONSORING BUILDING OF HOMES FOR VETERANS 366666 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 PC GRANT FOR THE K-12 EDUCATION PROGRAM IN SUPPORT OF THE PROVISION OF AMERICAN CLASSICAL EDUCATION 1000000 HOPE HOUSE 16241 NOTTINGHAM PARK WAY TAMPA FL 33647 PC GRANT TO SUPPORT OPERATIONS 50000 INSTITUTE FOR FRONTIER SCIENCE 4067 WATTS STREET EMERYVILLE CA 94608 PC OPERATIONS 21395 KIDSPACK 3725 FRONTAGE ROAD NORTH 1 LAKELAND FL 33810 PC PROVIDE FOOD TO DISADVANTAGED CHILDREN IN POLK CTY 350000 LAKE WALES CARE CENTER 140 E PARK AVE LAKE WALES FL 33853 PC SUPPORT OF C.A.R.E PLAN, STAY-AT-HOME WORK CAMPS & HOME RHAB 75000 LAKELAND CHRISTIAN SCHOOL 1111 FOREST PARK STREET LAKELAND FL 33803 PC SCHOLARSHIPS 200000 LAKELAND REGIONAL MEDICAL CENTER FOUNDATION INC 1324 LAKELAND HILLS BLVD LAKELAND FL 33805 PC CAPITAL CAMPAIGN 562500 LIGHTHOUSE FOR THE BLIND AND LOW VISION 1106 W PLATT STREET TAMPA FL 33606 PC BLIND BABIES PROGRAM IN POLK COUNTY 35000 LIGHTHOUSE MINISTRIES INC 215 E MAGNOLIA STREET LAKELAND FL 33801 PC OPERATING COSTS TO INCREASE CAPACITY & NEW BEDS 157700 ONE MORE CHILD 7748 SW 95TH TERRACE MIAMI FL 33156 PC FOSTER CARE, SINGLE MOM SUPPORT, FAMILY SUPPORT, INT'L CHILD SUPPORT 300000 PACE CENTER FOR GIRLS 1933 E HILLSBOROUGH AVE TAMPA FL 33610 PC GRANT FOR LITERACY PROGRAM 150000 PARKER STREET MINISTRIES 719 N MASSACHUSETTS AVE LAKELAND FL 33801 PC OPERATIONAL FUNDING 150000 SHARING HOUSE 164 DUCKWORTH AVE BREVARD NC 28712 PC HURRICANE RELIEF DONATION 10000 SPCA OF FLORIDA 5850 BRANNEN ROAD S LAKELAND FL 33813 PC ROOF REPLACEMENT OF ADOPTION CENTER IN POLK COUNTY 28000 TAKE HEART 248 N KENTUCKY AVE LAKELAND FL 33801 PC SUPPORT FOR EDUCATION IN KENYA 50000 THE COALITION OF MOTHERS 110 SPIRIT LAKE ROAD SUITE 4 800 WINTER HAVEN FL 33880 PC SUPPORT OF MOTHERS AND FAMILIES 10000 THE DEAF & HARD OF HEARING YOUTH ADVOCACY PO BOC 2243 LAKELAND FL 33806 PC SUPPORT FOR HEARING IMPAIRED STUDENTS 10000 THE FREEDOM TOUR INC 108 1ST STREET ELOISE FL 33880 PC FOR MOBILE PANTRIES - FOOD, ESSENTIAL SUPPLIES 100000 THE SALVATION ARMY 5631 VAN DYKE ROAD LUTZ FL 33558 PC OPERATING EXPS OF H.A.L.O CHILD ENRICHMENT CTR 120000 THE YMCA 3620 CLEVELAND HEIGHTS BLVD LAKELAND FL 33803 PC CAPITAL CAMPAIGN 500000 UNITED WAY OF CENTRAL FLORIDA INC 5605 US-98 LAKELAND FL 33812 PC GJ END HUNGER INITIATIVE AND VARIOUS EDUCATION PROGRAMS 905000 VALOR & HONOR OUTDOORS 1871 WHITNEY BURCHE TRAIL GREEN LEVEL NC 27217 PC SUPPORT FOR VETERANS 50000 VISTE 1232 E MAGNOLIA STREET LAKELAND FL 33801 PC OPERATIONS AND CAPITAL CAMPAIGN 226758 7421369 0 14 160046 14 194749 18 3507846 0 3862641 0 3862641 0 0 0 0 0 0 0 0 0 0 X X 1 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 372633 X 2 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 239448 X 3 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 485957 X 4 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 50778 X 5 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 89778 X 6 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 239648 X 7 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 61681 X 8 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 100747 X 9 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 28739 X 10 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 244538 X 11 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 375007 X 12 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 184399 X 13 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 162800 X 14 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 91275 X 15 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 46197 X 16 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 93313 X 17 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 357991 X 18 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 173078 X 19 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 84961 X 20 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 8626 X 21 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 170508 X 22 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 161659 X 23 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 134596 X 24 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 4476 X 25 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 87320 X 26 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 222178 X 27 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 13648 X 28 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 141936 X 29 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 271037 X 30 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 9783 X 31 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 63728 X 32 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 301947 X 33 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 38770 X 34 JULIA J FANCELLI 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 25177 X 35 JULIA J FANCELLI 2002 CLAT C 2000 E EDGEWOOD DRIVE 102 LAKELAND FL 338033600 63380 X 1 3,146 SHARES OF VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 372633 2024-12-27 2 13,172.58 SHARES OF R B B FD INC 239448 2024-12-27 3 2,203 SHARES OF ISHARES RUSSELL 2000 ETF 485957 2024-12-27 4 660 SHARES OF ZILLOW 50778 2024-12-23 5 310 SHARES OF WINGSTOP 89778 2024-12-23 6 3,410 SHARES OF WELLS FARGO & CO 239648 2024-12-23 7 195 SHARES OF VISA 61681 2024-12-23 8 1,625 SHARES OF UBER 100747 2024-12-23 9 770 SHARES OF TOAST INC 28739 2024-12-23 10 2,000 SHARES OF TRADE DESK INC 244538 2024-12-23 11 870 SHARES OF TESLA 375007 2024-12-23 12 1,685 SHARES OF SHOPIFY INC 184399 2024-12-23 13 150 SHARES OF SERVICENOW INC 162800 2024-12-23 14 1,230 SHARES OF CHARLES SCHWAB CORPORATION COMMON STOCK 91275 2024-12-23 15 245 SHARES OF PALO ALTO NETWORKS INC 46197 2024-12-23 16 555 SHARES OF ORACLE CORP 93313 2024-12-23 17 2,580 SHARES OF NVIDIA CORP 357991 2024-12-23 18 190 SHARES OF NETFLIX INC 173078 2024-12-23 19 525 SHARES OF NATERA INC 84961 2024-12-23 20 5 SHARES OF MERCADOLIBRE INC 8626 2024-12-23 21 3,255 SHARES OF GENERAL MOTORS CO 170508 2024-12-23 22 785 SHARES OF FISERV INC 161659 2024-12-23 23 225 SHARES OF META PLATFORMS INC 134596 2024-12-23 24 35 SHARES OF ELF BEAUTY INC 4476 2024-12-23 25 1,255 SHARES OF CITIGROUP INC 87320 2024-12-23 26 1,240 SHARES OF CAPITAL ONE FINANCIAL CORP 222178 2024-12-23 27 45 SHARES OF CADENCE DESIGN SYSTEMS INC 13648 2024-12-23 28 1,090 SHARES OF CBRE GROUP INC 141936 2024-12-23 29 435 SHARES OF AXON ENTERPRISE INC 271037 2024-12-23 30 135 SHARES OF AMERICAN INTERNATIONAL GROUP INC 9783 2024-12-23 31 214 SHARES OF AMERICAN EXPRESS CO 63728 2024-12-23 32 1,340 SHARES OF AMAZON.COM INC 301947 2024-12-23 33 310 SHARES OF ADVANCED MICRO DEVICES INC 38770 2024-12-23 34 445 SHARES OF ON HOLDING AG 25177 2024-12-23 ACCOUNTING FEES 5400 2700 0 2700 ALTAIR ADVISED - REG FMV 6905645 6892990 ALTAIR ADVISED - SP FMV 3537675 4709311 INSURANCE 7267 0 0 7267 LICENSES 176 0 0 176 BNY MELLON 3360 INVESTMENT FEES 250 250 0 0 BNY MELLON 3444 INVESTMENT FEES 28658 28658 0 0 MANAGEMENT FEES 70000 23333 0 46667 FOREIGN TAXES (BNY MELLON #3444) 2587 2587 0 0