2024-07-31T08:31:17-05:00 2024-04-30 341897225 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 990PF 2023-05-01 656237118 SALDUKAS FAMILY FOUNDATION C/O HILL BARTH & KING LLC SALD 2396496747 3838 TAMIAMI TRAIL N 200 NAPLES FL 34103 ANTHONY W SALDUKAS FINANCIAL DIRECTOR 2396496747 2024-07-30 1 0 BENJAMIN BUEMI P01696531 2392632111 2024-07-30 2023 2024-08-08 14:25:15Z X 1245829 X X 24543 24543 46308 360744 46308 70851 70851 9818 4909 4909 3108 0 3108 9689 9689 0 309 309 0 22924 14907 8017 46715 46715 69639 14907 54732 1212 55944 84395 69389 69389 425222 340700 413126 186222 162398 152577 257140 381704 610737 952979 954191 1245829 0 0 X 899903 899903 0 0 53076 54288 952979 954191 952979 954191 952979 1212 0 954191 0 954191 NATIONAL FINANCIAL SERVICES 2013-08-12 2023-12-31 191100 228689 -37589 -37589 FIDELITY TOTAL BOND ETF 2023-12-07 2024-04-26 24680 25143 -463 -463 NATIONAL FINANCIAL SERVICES 2010-11-19 2023-10-25 135398 60604 74794 74794 CAPITAL GAINS DIVIDENDS P 9566 9566 9566 46308 778 0 778 0 778 1509 0 0 0 1509 0 731 731 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 0 N/A HILL BARTH KING LLC 2392632111 3838 TAMIAMI TRAIL N SUITE 200 NAPLES FL 34103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY W SALDUKAS 3838 TAMIAMI TRAIL N STE 200 NAPLES FL 34103 FINANCIAL DIRECTOR 10.00 4909 0 0 STEVEN W SALDUKAS 3838 TAMIAMI TRAIL N STE 200 NAPLES FL 34103 PROGRAM DIRECTOR 10.00 4909 0 0 LOIS J SALDUKAS 146 MOORINGS PARK DRIVE N-209 NAPLES FL 34105 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 THE ORGANIZATION IS ENGAGED PRIMARILY IN MAKING GRANTS OF MONEY ON AN ANNUAL BASIS TO OTHER CHARITABLE ORGANIZATIONS THAT ARE CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS 0 EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE 1986 INTERNAL REVENUE CODE. 0 0 1136218 62264 0 1198482 0 0 1198482 17977 1180505 59025 59025 778 778 58247 0 58247 0 58247 54732 0 54732 58247 46715 0 0 54732 46715 0 0 8017 0 0 0 0 0 0 0 0 50230 0 0 0 LOIS J SALDUKAS X CONSERVANCY OF SW FLORIDA 1450 MERRIHUE DRIVE NAPLES FL 34102 NONE OTHER PUBLIC CHARITY COMMUNITY ENRICHMENT 23000 NCH HEALTHCARE SYSTEMS INC 350 7TH STREET NORTH NAPLES FL 34102 NONE OTHER PUBLIC CHARITY MEDICAL 15000 WGCU-TV 10501 FGCU BLVD S FORT MYERS FL 339656502 NONE OTHER PUBLIC CHARITY EDUCATION 8715 46715 0 14 24543 18 46308 0 70851 0 70851 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 3108 0 3108 BOND FUNDS 162398 152577 STOCK FUNDS 340700 413126 EQUITY FUNDS AT COST 314214 543348 FIXED INCOME FUNDS AT COST 67490 67389 MANAGEMENT FEES 9689 9689 0 FOREIGN TAXES 309 309 0