2024-03-07T13:49:18-06:00 2023-12-31 341653424 STAN BAZAN & COMPANY 8748 BRECKSVILLE RD 128 BRECKSVILLE OH 44141 990PF 2023-01-01 341496755 THE ANNE & LEIGH PERKINS FOUNDATION (FORMERLY THE LEIGH H PERKINS FDN) PERK 2163800451 5097 WEST LAKE ROAD MONTICELLO FL 32344 ANNE H PERKINS PRESIDENT 2163080451 2024-03-07 1 ANNE PERKINS XXX-XX-XXXX 1 STACEY M GARDELLA P00963657 2163287800 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 6370733 X X 1990 1990 89463 89463 30530 280811 30530 121983 121983 0 0 0 420 0 420 4910 4910 0 2200 0 2200 7530 4910 2620 282500 282500 290030 4910 285120 -168047 117073 60167 72136 72136 40275 110540 110540 1714434 1464153 6188057 1814876 1646829 6370733 0 0 X 1814876 1646829 0 0 0 0 1814876 1646829 1814876 1646829 1814876 -168047 0 1646829 0 1646829 WELLS FARGO ADVISORS-PUBLICLY TRADED SECURITIES 280811 250281 30530 30530 30530 1627 0 1627 0 1627 3077 0 0 0 3077 0 1450 1450 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A ANNE H PERKINS 2163080451 5097 WEST LAKE ROAD MONTICELLO FL 32344 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE HOLLIS PERKINS 5097 WEST LAKE ROAD MONTICELLO FL 32344 PRESIDENT 0.00 0 0 0 SLOCUMB HOLLIS PERRY 5097 WEST LAKE ROAD MONTICELLO FL 32344 V. PRESIDENT 0.00 0 0 0 ANNE HOLLIS PERKINS 5097 WEST LAKE ROAD MONTICELLO FL 32344 CO-TRUSTEE 0.00 0 0 0 SLOCUMB HOLLIS PERRY 5097 WEST LAKE ROAD MONTICELLO FL 32344 CO-TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 5838422 234442 0 6072864 0 0 6072864 91093 5981771 299089 299089 1627 1627 297462 0 297462 0 297462 285120 0 285120 297462 282396 0 0 285120 282396 0 0 2724 0 0 0 0 0 0 0 0 294738 0 0 0 ANNE HOLLIS PERKINS ANNE H PERKINS 5097 WEST LAKE ROADD MONTICELLO FL 32344 2163080451 NO SPECIFIC GUIDELINES NONE NONE AMERICAN JEWISH FOUNDATION CLEVELAND PO BOX 24449 CLEVELAND OH 44124 NONE PUBLIC PHILANTHROPIC 5000 ASSISTANCE DOGS NORTHWEST PO BOX 10484 BAINBRIDGE ISLAND WA 98110 NONE PUBLIC PHILANTHROPIC 30000 BONEFISH & TARPON TRUST 2937 SW 27TH AVENUE MIAMI FL 33133 NONE PUBLIC PHILANTHROPIC 20000 CAPTAINS FOR CLEAN WATER 2031 JACKSON STREET FORT MYERS FL 33901 NONE PUBLIC PHILANTHROPIC 10000 ELEPHANT SANCTUARY PO BOX 393 HOHENWALD TN 38462 NONE PUBLIC PHILANTHROPIC 30000 FLORIDA WILDLIFE CORRIDOR 2606 FAIRFIELD AVE S BUIDLING 7 ST PETERSBURG FL 33712 NONE PUBLIC PHILANTHROPIC 2000 INTERNATIONAL CRANE FOUNDATION E11376 SHADY LANE ROAD PO BOX 447 BARABOO WI 53913 NONE PUBLIC PHILANTHROPIC 500 LIVINGSTON HEALTHCARE FOUNDATION 320 ALPENGLOW LANE LIVINGSTON MT 59047 NONE PUBLIC PHILANTHROPIC 5000 PARKSIDE CHURCH 7100 PETTIBONE ROAD CHAGRIN FALLS OH 44023 NONE PUBLIC PHILANTHROPIC 5000 TALL TIMBERS-LEIGH PERKINS CONSERVATION EDUCATION CTR 13093 HENRY BEADEL DRIVE TALLAHASSEE FL 32312 NONE PUBLIC PHILANTHROPIC 150000 UNIVERSISTY HOSPITAL FOUNDATION 127 SOUTH 500 EAST SUITE 200 SALT LAKE CITY UT 84102 NONE PUBLIC PHILANTHROPIC 25000 282500 0 1990 89463 30530 0 0 121983 121983 3 ASSETS HELD FOR INVESTMENT PURPOSES 4 ASSETS HELD FOR INVESTMENT PURPOSES 8 ASSETS HELD FOR INVESTMENT PURPOSES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 420 0 420 ABBOTT-LABORATORIES 1000 SHS. 18979 110070 ABBVIE INC. 2000 SHS. 87564 309940 ALPHABET INC. 1700 SHS. 45399 239581 AMAZON INC 200 SHS. 33226 30388 AMGEN INC 500 SHS. 83965 144010 BERKSHIRE HATHAWAY INC. 4735 SHS. 107982 1688785 COCA-COLA 4,700 SHS. 135977 276971 HOME DEPOT 500 SHS. 125840 173275 HP INC 1125 SHS. 31318 33851 INTEL CORP. 3,000 SHS. 14079 150750 JOHNSON & JOHNSON 1,400 SHS. 130887 219436 JP MORGAN CHASE 2000 SHS. 81555 340200 KROGER CO. 2000 SHS. 61081 91420 LOWES COMPANIES INC. 300 SHS, 49660 66765 MERCK & CO 525 SHARES 45586 57236 MICROSOFT 4,200 SHS. 124635 1579368 NVIDIA CORP 220 SHS. 49319 108948 PFIZER INC. 4000 SHS. 62713 115160 PROCTOR & GAMBLE CO. 1250 SHS. 45021 183175 SYNCHRONY FIN'L 1,314 SHS. 26485 50182 TARGET CORP. 1000 SHS. 65488 142420 UNITED PARCEL SERVICE B 450 SHS. 33807 70754 VIATRIS INC. 496 SHS. 3587 5372 STATE OF OHIO FILING CHARGES 200 0 200 BANK FEES 2000 0 2000 INVESTMENT FEES 4910 4910 0