2014-08-14T15:51:50-05:00 2013-12-31 650761640 MORGAN JACOBY THURN BOYLE & ASSOC PA 700 20TH ST VERO BEACH FL 32960 990PF 2013-01-01 650749367 LAMBERT FOUNDATION INC LAMB 7727788240 2935 20TH STREET VERO BEACH FL 32960 NEAL LOHUIS TREASURER 7727788240 2014-06-09 1 ANDREA B THURN P01326005 7725624158 2013 2015-12-30 17:16:21Z X 3913552 X X 1848 1848 80442 79187 42461 488821 42461 1050 1050 125801 124546 0 0 0 1600 0 1600 21849 21849 0 5 0 0 7900 356 0 200 0 200 31554 22205 1800 148860 148860 180414 22205 150660 -54613 102341 1164752 404637 404637 4000 6456 6456 2101525 2800296 3035562 469911 474282 466897 3402 3402 492 396 0 3740680 3686067 3913552 0 0 X 3740680 3686067 0 0 0 0 3740680 3686067 3740680 3686067 3740680 -54613 0 3686067 0 3686067 PUBLICLY TRADED SECURITIES P 31779 30438 1341 1341 PUBLICLY TRADED SECURITIES P 45507 33491 12016 12016 PUBLICLY TRADED SECURITIES P 309000 320996 -11996 -11996 PUBLICLY TRADED SECURITIES P 70940 61435 9505 9505 CAPITAL GAINS DIVIDENDS P 31595 31595 31595 42461 0 189086 3782879 0.049985 143160 3636215 0.039371 375753 3847300 0.097667 310079 3829866 0.080963 301588 4426953 0.068125 0.336111 0.067222 3813624 256359 1023 257382 150660 2047 0 2047 0 2047 8503 8503 6456 6456 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A NEAL R LOHUIS 7727788240 2935 20TH STREET VERO BEACH FL 32960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROY H LAMBERT 2935 - 20TH STREET VERO BEACH FL 32960 PRES/DIRECTOR 0.00 0 0 0 PATSY J LAMBERT 2935 - 20TH STREET VERO BEACH FL 32960 VICE-PRES/DIRECTOR 0.00 0 0 0 DONNA G DAVIS 2935 - 20TH STREET VERO BEACH FL 32960 SECY/DIRECTOR 0.00 0 0 0 ROY H LAMBERT JR 2935 - 20TH STREET VERO BEACH FL 32960 DIRECTOR 0.00 0 0 0 PHILIP A LAMBERT 2935 - 20TH STREET VERO BEACH FL 32960 DIRECTOR 0.00 0 0 0 RONALD S LAMBERT 2935 - 20TH STREET VERO BEACH FL 32960 DIRECTOR 0.00 0 0 0 NEAL LOHUIS 2935 - 20TH STREET VERO BEACH FL 32960 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 3294955 576744 0 3871699 0 0 3871699 58075 3813624 190681 190681 2047 2047 188634 0 188634 0 188634 150660 0 150660 0 150660 188634 0 0 52449 119348 184844 5396 362037 150660 0 0 0 150660 0 37974 37974 324063 0 0 0 0 0 0 14475 309588 119348 184844 5396 ROY H LAMBERT PATSY J LAMBERT X AMERICAN RED CROSS - NORTH TREASURE COAST CHAPTER 2506 17TH AVENUE VERO BEACH FL 32960 PUBLIC CHARITY PROGRAM OPERATIONS 3000 BOYS & GIRLS CLUB OF IRC 1729 17TH AVENUE VERO BEACH FL 32960 PUBLIC CHARITY PROGRAM OPERATIONS 1000 CLUB ESTEEM 3316 MONROE STREET MELBOURNE FL 32901 PUBLIC CHARITY PROGRAM OPERATIONS 1000 EDUCATION FOUNDATION OF INDIAN RIVER COUNTY PO BOX 7046 VERO BEACH FL 32961 PUBLIC CHARITY PROGRAM OPERATIONS 3000 ENVIRONMENTAL LEARNING CENTER 255 LIVE OAK DRIVE VERO BEACH FL 32963 PUBLIC CHARITY EDUCATIONAL PROGRAM 1000 GIFFORD YOUTH ACTIVITY CENTER FOUNDATION 4875 43RD AVENUE VERO BEACH FL 32967 PUBLIC CHARITY PROGRAM OPERATIONS 3000 HIGHLANDS COMMUNITY FOUNDATION PO BOX 1150 HIGHLANDS NC 28741 PUBLIC CHARITY PROGRAM OPERATIONS 1000 HIGHLANDS-CASHIERS HOSPITAL FOUNDATION PO BOX 742 HIGHLANDS NC 28741 PUBLIC CHARITY CAPITAL DEVELOPMENT 20000 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 PUBLIC CHARITY PROGRAM OPERATIONS 1000 HOMELESS FAMILY CENTER 720 4TH STREET VERO BEACH FL 32962 PUBLIC CHARITY PROGRAM OPERATIONS 1000 INDIAN RIVER HABITAT FOR HUMANITY 4568 N US HWY 1 VERO BEACH FL 32967 PUBLIC CHARITY PROGRAM OPERATIONS 500 INDIAN RIVER MEDICAL CENTER FOUNDATION 1000 36TH STREET VERO BEACH FL 32960 PUBLIC CHARITY CAPITAL DEVELOPMENT AND PROGRAM OPERATIONS 34360 IRSC FOUNDATION INC 3209 VIRGINIA AVENUE FORT PIERCE FL 349815596 PUBLIC CHARITY EDUCATIONAL PROGRAM 5000 JUVENILE DIABETES RESEARCH FOUNDATION 1641 WORTHINGTON RD STE 340 WEST PALM BEACH FL 33409 PUBLIC CHARITY PROGRAM OPERATIONS 1000 KASKASKIA COLLEGE FOUNDATION 27210 COLLEGE ROAD CENTRALIA IL 62801 PUBLIC CHARITY EDUCATIONAL PROGRAM 2000 MARIAN UNIVERSITY 3200 COLD SPRING ROAD INDIANAPOLIS IN 462221997 PUBLIC CHARITY EDUCATIONAL PROGRAM 25000 MASTERS ACADEMY 1105 58TH AVENUE VERO BEACH FL 32966 PUBLIC CHARITY EDUCATIONAL PROGRAM 5000 SAINT EDWARDS SCHOOL 1895 ST EDWARDS DRIVE VERO BEACH FL 32963 PUBLIC CHARITY PROGRAM OPERATIONS 7500 THE SALVATION ARMY PO BOX 1506 VERO BEACH FL 329611506 PUBLIC CHARITY PROGRAM OPERATIONS 5000 THE SOURCE 1015 COMMERCE AVE PO BOX 2458 VERO BEACH FL 32961 PUBLIC CHARITY PROGRAM OPERATIONS 2000 UNITED WAY OF INDIAN RIVER COUNTY PO BOX 1960 VERO BEACH FL 32961 PUBLIC CHARITY PROGRAM OPERATIONS 10000 UNIVERSITY OF ILLINOIS FOUNDATION 1305 WEST GREEN STREET URBANA IL 61801 PUBLIC CHARITY EDUCATIONAL PROGRAM 5000 VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION 1110 35TH LANE VERO BEACH FL 32960 PUBLIC CHARITY PROGRAM OPERATIONS 5000 TRICKLE UP 104 WEST 27TH STREET 12TH FLOOR NEW YORK NY 10001 PUBLIC CHARITY PROGRAM OPERATIONS 1000 RIVERSIDE MILITARY ACADEMY 2001 RIVESRSIDE DRIVE GAINESVILLE GA 30501 PUBLIC CHARITY EDUCATIONAL PROGRAM 2000 SCHOLARSHIP FOUNDATION OF INDIAN RIVER COUNTY PO BOX 1820 VERO BEACH FL 32961 PUBLIC CHARITY PROGRAM OPERATIONS 3000 MENTAL HEALTH ASSOCATION OF INDIAN RIVER COUNTY 820 37TH PLACE VERO BEACH FL 32960 PUBLIC CHARITY PROGRAM OPERATIONS 500 148860 0 14 1848 14 80442 18 42461 PARTNERSHIP INCOME/(LOSS) 14 551 PARTNERSHIP INCOME/(LOSS) 14 158 PARTNERSHIP INCOME/(LOSS) 14 341 0 125801 0 125801 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1600 0 1600 INVESTMENTS - BONDS 474282 466897 INVESTMENTS - STOCK 2800296 3035562 INTEREST RECEIVABLE 492 0 0 BOOK/TAX COST ADJUSTMENT 0 396 ADMINISTRATIVE EXPENSES 200 0 200 PARTNERSHIP INCOME/(LOSS) 551 551 551 PARTNERSHIP INCOME/(LOSS) 158 158 158 PARTNERSHIP INCOME/(LOSS) 341 341 341 INVESTMENT MANAGEMENT FEES 21849 21849 0 EXCISE TAX 7544 0 0 FOREIGN TAXES 356 356 0