2024-06-10T05:20:25-07:00 2023-12-31 592142260 Christopher Smith Leonard Et Al 1515 Ringling Blvd Suite 900 Sarasota FL 34236 990PF 2023-01-01 261609483 Shank Family Foundation SHAN 6464572944 112 South Warbler Lane Sarasota FL 34236 SUSAN SHANK President 2024-06-09 true SUSAN SHANK 999009999 true Robert E Stanell P01362173 9419544040 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 4277049 X 117194 94351 94351 94351 208311 1781404 208311 1290 419856 302662 95641 4020 4020 9787 9787 25 25 13832 9787 4045 276667 276667 290499 9787 280712 129357 292875 95641 42856 1054112 1054112 1740384 1010708 1643591 1842460 1608607 1579346 3625700 3673427 4277049 0 X 3625700 3673427 3625700 3673427 3625700 3673427 3625700 129357 6349 3761406 87979 3673427 JPMorgan #6003 - ST Covered P 2023-01-01 2023-12-31 48017 46727 1290 1290 JPMorgan #6003 - LT Covered P 2021-01-01 2023-12-31 1616563 1497126 119437 119437 JPMorgan #50002 - LT Covered D 2020-03-17 2023-04-04 116824 29240 87584 87584 208311 1290 4071 4071 4071 1200 3000 4200 129 129 false false false false false false false true true FL MN true false false false false true N/A Susan Shank 6464572944 112 South Warbler Lane Sarasota FL 34236 false false false false false false false false false false false false false false false false false false false false false false SUSAN SHANK 112 SOUTH WARBLER LANE SARASOTA FL 34236 President/Treas 1.00 0 JUDITH SHANK 112 SOUTH WARBLER LANE SARASOTA FL 34236 Vice President 1.00 0 STEPHEN SHANK 112 SOUTH WARBLER LANE SARASOTA FL 34236 Secretary 1.00 0 MARY RETZLAFF 112 SOUTH WARBLER LANE SARASOTA FL 34236 Director 1.00 0 TODD RETZLAFF 112 SOUTH WARBLER LANE SARASOTA FL 34236 Director 1.00 0 NONE NONE 3961313 136398 0 4097711 0 4097711 61466 4036245 201812 201812 4071 4071 197741 197741 197741 280712 280712 197741 102346 92606 49435 370586 27046 642019 280712 0 197741 82971 724990 0 102346 622644 92606 49435 370586 27046 82971 SUSAN SHANK JUDITH SHANK X The John and Mable Ringling Museum of Ar 5401 BAY SHORE ROAD SARASOTA FL 34243 NONE PC Endowment for Curator of Performance 166667 International Rescue Committee PO Box 6068 Albert Lea MN 56007 NONE PC To support efforts help help refugees from Ukraine. 20000 Planned Parenthood Federation of Am 123 William Street 10th Floor New York NY 10038 NONE PC To support reproductive healthcare and education efforts. 20000 Twin Cities Rise 1301 Bryant Ave N Minneapolis MN 55411 NONE PC Support general operations 20000 The Children's Charity of the Delwa PO Box 609 Worcester PA 19490 NONE PC To support general operations. 10000 Marie Selby Botanical Gardens 1534 Mound Street Sarasota FL 34236 NONE PC To support the Master Plan for downtown Sarasota campus. 10000 SPOON 135 SE Main St Portland OR 97214 NONE PC To support general operations. 25000 The John and Mable Ringling Museum 5401 Bay Shore Road Sarasota FL 34243 NONE PC To fund E. Merritt Fellowship. 5000 276667 14 94351 18 208311 302662 302662 false false false false false false false false false false X X 1 Stephen G Shank 112 South Warbler Lane Sarasota FL 34236 117194 X 1 754.00 Class A Shares of Snowflake, Inc. 117194 2023-04-04 Accounting Fee 4020 0 0 4020 VANGUARD MORTGAGE-BACKED SEC 257749 237688 VANGUARD TOTAL BOND MARKET 613990 591930 VANGUARD INT-TERM CORPORATE 286656 296753 BLCKRCK HI YLD BND PORT-K 55793 59555 ISHARES 7-10 YEAR TREASURY B 63033 59280 PIMCO INCOME FUND-INS 28717 29667 VANGUARD LONG-TERM TREASURY ETF 27669 29473 JP Morgan Chase Bank 275000 275000 FIDELITY 500 INDEX-INST PRM 268024 501077 SPDR S&P 500 ETF TRUST 242115 591761 CONSUMER STAPLES SPDR 29704 29892 CONSUMER DISCRETIONARY SELT 65889 59007 FINANCIAL SELECT SECTOR SPDR 83663 89187 HEALTH CARE SELECT SECTOR 84159 90011 INDUSTRIAL SELECT SECT SPDR 26677 29751 VANGUARD INFO TECH ETF 124420 163108 COMM SERV SELECT SECTOR SPDR 62161 60453 ENERGY SELECT SECTOR SPDR 23896 29344 Stock Contribution 87954 STATE OF MINNESOTA FEE 25 25 Excise Tax Refund 6309 Nondividend Distributions 40 INVESTMENT MANAGEMENT FEES 9787 9787 0 0