2025-11-21T13:32:28-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 201 EAST LAS OLAS BLVD 21ST FLOOR FORT LAUDERDALE FL 33301 990PF 2024-01-01 300001546 LIST FAMILY FOUNDATION LIST 3054954043 24 DOCKSIDE LANE 50 KEY LARGO FL 33037 GARY LIST DIRECTOR 3054954043 2025-11-21 1 1 JACQUELINE OSORES-LUZZI P01429694 3059959600 2025-11-21 2024 2025-03-06 01:10:19Z X 6063586 X X 1987 1987 131426 131426 16 16 16 272843 776032 272843 406272 406272 0 0 0 18900 18900 0 14392 3649 0 36249 36249 0 69541 58798 0 429709 429709 499250 58798 429709 -92978 347474 39403 59766 59766 2375025 2183378 4829838 574380 582702 587065 640077 676843 586917 3628885 3502689 6063586 0 0 X 0 0 0 0 3628885 3502689 3628885 3502689 3628885 3502689 3628885 -92978 0 3535907 33218 3502689 GOLDMAN SACHS - 38925 2024-01-01 2024-12-31 18792 20370 -1578 -1578 GOLDMAN SACHS - 38925 2023-01-01 2024-12-31 72020 58386 13634 13634 GOLDMAN SACHS - 38933 2023-01-01 2024-12-31 160710 114843 45867 45867 GOLDMAN SACHS - 38933 2024-01-01 2024-12-31 12750 12195 555 555 GOLDMAN SACHS - 38966 2023-01-01 2024-12-31 427765 226654 201111 201111 GOLDMAN SACHS - 39014 2023-01-01 2024-12-31 79267 67058 12209 12209 GOLDMAN SACHS - 39014 2024-01-01 2024-12-31 4678 3683 995 995 CAPITAL GAINS DIVIDENDS P 50 50 50 272843 4830 0 4830 0 4830 2404 0 0 0 2404 X 7 2433 0 0 0 0 0 0 0 0 0 0 1 1 FL DE 0 0 0 0 0 1 N/A CBIZ ADVISORS LLC 7867871100 2811 PONCE DE LEON BLVD SUITE 1100 CORAL GABLES FL 33134 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY LIST 24 DOCKSIDE LANE 50 KEY LARGO FL 33037 DIRECTOR 5.00 0 0 0 MARILYN LIST 24 DOCKSIDE LANE 50 KEY LARGO FL 33037 DIRECTOR 5.00 0 0 0 LIN CARLSON 24 DOCKSIDE LANE 50 KEY LARGO FL 33037 DIRECTOR 5.00 0 0 0 KAREN LOZOW 24 DOCKSIDE LANE 50 KEY LARGO FL 33037 DIRECTOR 5.00 0 0 0 TERESA CHUCKNA 24 DOCKSIDE LANE 50 KEY LARGO FL 33037 DIRECTOR 5.00 0 0 0 HELENE DONNELLY 24 DOCKSIDE LANE 50 KEY LARGO FL 33037 DIRECTOR 5.00 0 0 0 ALISON BRAUN 24 DOCKSIDE LANE 50 KEY LARGO FL 33037 DIRECTOR 5.00 0 0 0 CHRIS LIST 24 DOCKSIDE LANE 50 KEY LARGO FL 33037 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 5966847 22906 0 5989753 0 0 5989753 89846 5899907 294995 294995 4830 4830 290165 0 290165 0 290165 429709 0 429709 290165 136751 0 0 429709 136751 0 0 290165 2793 0 0 2793 0 0 0 0 0 0 0 2793 2793 GARY LIST MARILYN LIST X CLOTHES TO KIDS OF DENVER 2890 S COLORADO BLVD UNIT M-3 DENVER CO 80222 NONE PC TO CLOTHE A CHILD AND CHANGE A LIFE. 15000 OCEAN REEF COMMUNITY FOUNDATION 200 ANCHOR DRIVE KEY LARGO FL 33037 NONE PC TO ENHANCE RESPONSIBLE AND EFFECTIVE PHILANTHROPY THROUGHOUT THE COMMUNITY. 13000 ROSA FUND UK WRC UNITED HOUSE 4TH FLOOR NORTH RD LONDON UK N7 9DP NONE PC TO SUPPORT INITIATIVES THAT BENEFIT WOMEN AND GIRLS IN THE UK. 94922 SAVE THE NEEDY SIERRA LEONE FREETOWN FREETOWN SL NONE PC TO HELP UNDERPRIVILEGED CHILDREN IN SIERRA LEONE. 39287 SUMMIT FOUNDATION 111 LINCOLN AVENUE PO BOX 4000 BRECKENRIDGE CO 80424 NONE PC TO SUPPORT FOR SUMMIT COUNTY INITIATIVES. 10000 THE EVERGLADES FOUNDATION INC 18001 OLD CUTLER ROAD 625 PALMETTO BAY FL 33157 NONE PC TO RESTORE AND PROTECT THE EVERGLADES ECOSYSTEM. 2500 CLEVELAND CLINIC FOUNDATION PO BOX 931517 CLEVELAND OH 44193 NONE PC TO PROMOTE BETTER CARE FOR TEH SICK, INVESTIGATION OF THEIR PROBLEMS AND FURTHER EDUCATION OF THOSE WHO SERVE. 100000 PROJECT PINK'D 11405 DAVENPORT ST OMAHA NE 68154 NONE PC TO PROVIDE TOOLS, RESOURCES, AND A STRONG NETWORK TO STRENGTHEN AND RENEW THE MIND, BODY, AND SPIRIT OF BREAST CANCER SURVIVORS. 50000 EVEN GROUND INC - THANDA AFTER SCHOOL PROGRAM 64 VANDERLYN DR MANHASSET NY 11030 NONE PC TO PROVIDE TARGETED EDUCATIONAL, PHYSICAL, AND EMOTIONAL SUPPORT, EMPOWERING RURAL SOUTH AFRICAN COMMUNITIES TO REACH A BRIGHTER FUTURE. 25000 MILE HIGH UNITED WAY INC - BRIDGING THE GAP PROGRAM 711 PARK AVE W DENVER CO 80205 NONE PC TO UNITE PEOPLE, IDEAS, AND RESOURCES TO ADVANCE THE COMMON GOOD. 10000 FLORENCE CRITTENTON SERVICES INC 2606 NATIONAL RD WHEELING WV 26003 NONE PC TO CREATE A WORLD WHERE INDIVIDUALS AND FAMILIES LIVE SAFE, NURTURED LIVES, FULL OF OPPORTUNITY. 20000 UNIVERSITY OF COLORADO FOUNDATION 1800 N GRANT ST STE 725 DENVER CO 80203 NONE PC TO SUPPORT THE UNIVERSITY OF COLORADO. 50000 429709 0 14 1987 14 131426 16 16 18 272843 0 406272 0 406272 0 0 0 0 0 0 0 0 0 0 ACCOUONTING FEES 18900 18900 0 ON BEHALF OF THE FOUNDATION, GARY LIST - FOUNDATION MANAGER, IS MAKING AN ELECTION UNDER 53.492(A)(3)(D)(2) TO TREAT QUALIFYING DISTRIBUTIONS OF $5,855 MADE IN 2019 AS MADE OUT OF UNDISTRIBUTED INCOME FROM 2014 ($1,193), 2015 ($536 ) AND 2016 ($4,126). ORGANIZATION WAS FORMED IN DELAWARE. AS THE ORGANIZATION DOES NOT CARRY OUT ACTIVITIES WITHIN THE STATE OF DELAWARE, IT HAS NO REQUIREMENT TO FURNISH A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL OF DELAWARE. COPY HAS BEEN FILED WITH THE ATTORNEY GENERAL OF FLORIDA. CORPORATE BONDS 582702 587065 CORPORATE STOCK 2183378 4829838 OTHER INVESTMENTS AT COST 668057 584980 WHITEHALL STREET INTERNATIONAL REAL ESTATE LP 2005 AT COST 8786 1937 UNREALIZED GAIN/LOSS 33218 OTHER MISCELLANEOUS EXPENSES 1116 1116 0 MANAGEMENT FEES 35133 35133 0 FOREIGN TAXES 3649 3649 0 FEDERAL TAXES 10743 0 0