2026-05-13T08:06:39-05:00 2025-12-31 593204548 JAMES MOORE & CO PL 5931 NW 1ST PLACE GAINESVILLE FL 32607 990PF 2025-01-01 824023568 THE MICHAEL AND PHYLLIS WARREN FAMILY FOUNDATION INC MICH 3523773030 502 NW 16TH AVE 1 GAINESVILLE FL 32601 MICHAEL WARREN PRESIDENT 3523773030 2026-05-11 1 JOHN VANDUZER P01453696 3523781331 2026-05-08 2025 2025-03-06 01:10:19Z X 732991 X 25000 644 644 17095 17095 37917 206754 44537 80656 62276 0 0 0 1925 963 962 3120 3120 0 604 345 0 5649 4428 962 101171 101171 106820 4428 102133 -26164 57848 36842 7098 7098 608811 725893 725893 645653 732991 732991 0 0 X 645653 732991 645653 732991 645653 732991 645653 -26164 113502 732991 0 732991 SALES OF PUBLICLY TRADED SECURITIES 169818 126295 43523 43523 CAPITAL GAINS DIVIDENDS P 1014 1014 1014 44537 804 0 804 0 804 0 0 0 0 0 12 816 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THE FOUNDATION 3523773030 502 NW 16TH AVE 1 GAINESVILLE FL 32601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL E WARREN 502 NW 16TH AVENUE SUITE 1 GAINESVILLE FL 32601 PRESIDENT, TRUSTEE 1.00 0 0 0 PHYLLIS P WARREN 502 NW 16TH AVENUE SUITE 1 GAINESVILLE FL 32601 VICE PRESIDENT, TRUSTEE 1.00 0 0 0 MATTHEW S WARREN 502 NW 16TH AVENUE SUITE 1 GAINESVILLE FL 32601 TRUSTEE 1.00 0 0 0 JEREMY B WARREN 502 NW 16TH AVENUE SUITE 1 GAINESVILLE FL 32601 TREASURER, TRUSTEE 1.00 0 0 0 ANDREW H WARREN 502 NW 16TH AVENUE SUITE 1 GAINESVILLE FL 32601 TRUSTEE 1.00 0 0 0 STACEY M WARREN 502 NW 16TH AVENUE SUITE 1 GAINESVILLE FL 32601 SECRETARY, TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 648664 21970 0 670634 0 0 670634 10060 660574 33029 33029 804 804 32225 0 32225 0 32225 102133 0 102133 32225 0 0 51466 167159 116028 63326 73940 471919 102133 0 0 0 32225 69908 0 0 541827 0 0 0 0 0 0 51466 490361 167159 116028 63326 73940 69908 MICHAEL E WARREN X ALZHEIMER'S ASSOCIATION OF CENTRAL FLORIDA 2170 W STATE RD 434 SUITE 300 LONGWOOD FL 32779 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 AMERICAN CANCER SOCIETY 3830 CHASTAIN MEADOWS PKWY NW SUITE 200 KENNESAW GA 30144 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 AMERICAN CIVIL LIBERTIES UNION 125 BROAD STREET-18TH FLOOR NEW YORK NY 10275 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH ST STE 1100 NEW YORK NY 10018 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 500 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 AMERICAN JEWISH COMMITTEE 165 EAST 6TH STREET NEW YORK NY 10126 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 AMERICAN LUNG ASSOCIATION 55 W WACKER DRIVE STE 1150 CHICAGO IL 60601 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 AMERICANS UNITED 1310 L ST NW WASHINGTON DC 20005 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 500 CADE MUSEUM 811 S MAIN ST GAINESVILLE FL 32601 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 500 CHABAD LUBAVITCH CENTER OF GAINESVILLE 2021 NW 5TH AVENUE GAINESVILLE FL 32603 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 10000 CONGREGATION B'NAI ISRAEL 3830 NW 16TH BLVD GAINESVILLE FL 32605 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 4948 CONGREGATION SCHAARI ZEDEK 3303 W SWANN AVE TAMPA FL 33069 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 6940 DANCE ALIVE 3201 HULL ROAD GAINESVILLE FL 32611 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 4000 DISABLED AMERICAN VETERANS 3725 ALEXANDRIA PIKE COLD SPRINGS KY 41076 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 F'DATION FOR WEST HARTFORD PUBLIC SCHOOLS 50 S MAIN ST WEST HARTFORD CT 06107 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 2500 FEEDING AMERICA 161 N CLARK ST STE 700 CHICAGO IL 60601 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 FLORIDA HOLOCAUST MUSEUM 55 FIFTH STREET SOUTH ST PETERSBURG FL 33701 PC SUPPORT CHARITBALE MISSION OF ORGANIZATION 1500 GAINESVILLE SYMPHONY ORCHESTRA PO BOX 357011 GAINESVILLE FL 32635 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 1500 GUARDIAN NEWS 900 17TH ST NW STE 250 WASHINGTON DC 20006 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 HADASSAH 40 WALL STREET NEW YORK NY 10005 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 1000 HILLEL AT THE UNIV OF FLORIDA 2020 W UNIVERSITY AVE GAINESVILLE FL 32603 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 1800 JEWISH COUNCIL OF N CENTRAL FLA 3835 NW 8TH AVE GAINESVILLE FL 32605 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 4751 JEWISH WAR VETERANS USA 1811 R STREET NW WASHINGTON DC 20009 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 LISTENING MATTERS 3102 S EMERSON STREET TAMPA FL 33629 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 1000 MIT 77 MASSACHUSETTS AVE CAMBRIDGE MA 02139 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 14832 NATIONAL DIABETES FUND 2451 CRYSTAL DRIVE SUITE 900 ARLINGTON VA 22202 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 NAT'L FOUNDATION CANCER RESEARCH 5515 SECURITY LN 1105 ROCKVILLE MD 20852 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 PACE CENTER FOR GIRLS 6745 PHILIPS INDUSTRIAL BLVD JACKSONVILLE FL 32256 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 PLANNED PARENTHOOD PO BOX 96009 WASHINGTON DC 20077 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 1500 SEDGWICK DRAMA CLUB 128 SEDGWICK ROAD WEST HARTFORD CT 06107 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 100 SHAKESPEARE CENTER FOR ACTOR TRAINING 70 KEMBLE STREET LENOX MA 01240 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 500 SIMON WEISENTHAL CENTER 1399 S ROXBURY DR LOS ANGELES CA 90035 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 SUSTAINABLE CAMBODIA 101 SE 2ND PL STE 201-B GAINESVILLE FL 32601 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 500 UNITED SYNAGOGUE OF CONSERV JUDAISM 3080 BROADWAY NEW YORK NY 10027 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 UNIV OF FL PERFORMING ARTS 3201 HULL ROAD PO BOX 112750 GAINESVILLE FL 326112750 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 35000 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 GOV SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 VETERANS OF FOREIGN WARS OF US 406 W 34TH STREET KANSAS CITY MO 64111 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 WORLD JEWISH CONGRESS 501 MADISON AVE NEW YORK NY 10022 PC SUPPORT CHARITABLE MISSION OF ORGANIZATION 300 WUFT FMTV (UNIV OF FLORIDA) 1200 WEIMER HALL PO BOX 118405 GAINESVILLE FL 32611 GOV SUPPORT CHARITABLE MISSION OF ORGANIZATION 1000 101171 0 14 644 14 17095 18 37917 0 55656 0 55656 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL WARREN 7115 NW 28TH AVENUE GAINESVILLE FL 32606 25000 X TAX PREPARATION FEES 1925 963 962 SALES OF PUBLICLY TRADED SECURITIES PURCHASED 31971 38591 COST 0 -6620 SALES OF PUBLICLY TRADED SECURITIES PURCHASED 3951 3951 COST 0 WELLS FARGO BROKERAGE 725893 725893 UNREALIZED GAIN ON INVESTMENTS 113502 INVESTMENT MANAGEMENT FEES 3120 3120 0 FOREIGN TAXES PAID 345 345 0 EXCISE TAXES 259 0 0