2024-10-02T15:36:50-05:00 2023-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2023-01-01 203963153 VERNON G & SANDRA JC BUCHANAN FAMILY FOUNDATION VERN 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 VERNON G BUCHANAN PRESIDENT 9419553000 2024-10-02 1 1 REBECCA U STONER P00585910 9413654617 2023 2024-10-15 13:58:12Z X 1396689 X 500000 35263 35263 -2154 27332 0 533109 35263 0 0 0 2330 0 2330 20508 20508 0 146 145 0 22984 20653 2330 87500 87500 110484 20653 89830 422625 14610 525393 876140 876140 207671 322263 322263 193378 198286 198286 20641 20641 926442 1396689 1396689 0 0 X 926442 1396689 0 0 0 0 926442 1396689 926442 1396689 926442 422625 47622 1396689 0 1396689 PUBLICLY TRADED SECURITIES P 25151 29486 -4335 -4335 CAPITAL GAINS DIVIDENDS P 2181 2181 2181 -2154 203 0 203 0 203 0 0 0 0 0 0 203 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THE COMMUNITY FOUNDATION OF SARASOT 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VERNON G BUCHANAN 835 LONGBOAT KEY CLUB DRIVE LONGBOAT KEY FL 34228 PRESIDENT 4.00 0 0 0 SANDRA J C BUCHANAN 835 LONGBOAT KEY CLUB DRIVE LONGBOAT KEY FL 34228 CEO 10.00 0 0 0 JAMES V BUCHANAN 835 LONGBOAT KEY CLUB DRIVE LONGBOAT KEY FL 34228 TREASURER 4.00 0 0 0 MATTHEW D BUCHANAN 835 LONGBOAT KEY CLUB DRIVE LONGBOAT KEY FL 34228 SECRETARY 4.00 0 0 0 NONE 0 NONE 0 0 480814 449209 0 930023 0 0 930023 13950 916073 45804 45804 203 203 45601 0 45601 0 45601 89830 0 89830 45601 0 0 62336 38374 45370 26718 135897 308695 89830 0 0 0 45601 44229 0 0 352924 0 0 0 0 0 0 62336 290588 38374 45370 26718 135897 44229 X BOGGY CREEK GANG INC 30500 BRANTLEY BRANCH RD EUSTIS FL 32736 NONE PC GENERAL SUPPORT 5000 FLORIDA HOUSE ON CAPITOL HILL 1 2ND STREET NE WASHINGTON DC 20002 NONE PC GENERAL SUPPORT 2500 GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION 1945 FRUITVILLE RD SARASOTA FL 34236 NONE PC YOUTH LEADERSHIP 2000 HELP TO HOME 702 86TH STREET CT NW BRADENTON FL 34209 NONE PC GENERAL SUPPORT 5000 LIGHT OF THE WORLD INTERNATIONAL CHURCH 3650 17TH ST SARASOTA FL 34235 NONE PC SCHOLARSHIP FUND 1500 MAKE A WISH FOUNDATION OF SOURTHERN FLORIDA 343 NW 6TH STREET MIAMI FL 33136 NONE PC GENERAL SUPPORT 8000 MARIE SELBY BOTANICAL GARDENS INC 1534 MOUND STREET SARASOTA FL 34236 NONE PC GENERAL SUPPORT 15000 NAACP EMPOWERMENT PROGRAMS INC 4805 MOUNT HOPE DRIVE BALTIMORE MD 21215 NONE PC GENERAL SUPPORT 1000 NAVY LEAGUE OF THE UNITED STATES 2300 WILSON BLVD ARLINGTON VA 22201 NONE PC GENERAL SUPPORT 500 PACE CENTER FOR GIRLS 311 E JENNINGS STREET 4427 TALLAHASSEE FL 32301 NONE PC GENERAL SUPPORT 1000 RUBONIA COMMUNITY FOUNDATION 1309 72ND STREET E PALMETTO FL 34221 NONE PC GENERAL SUPPORT 5000 SAMARITAN COUNSELING SERVICES OF THE GULF COAST 3224 BEE RIDGE RD SARASOTA FL 34239 NONE PC GENERAL SUPPORT 3000 SARASOTA MANATEE JEWISH HOUSING COUNCIL 1959 N HONORE AVENUE SARASOTA FL 34235 NONE PC GENERAL SUPPORT 10000 SARASOTA MEDICAL PREGNANCY CENTER 1762 HAWTHORNE STREET STE 5 SARASOTA FL 34239 NONE PC GENERAL SUPPORT 3000 UNIVERSITY OF SOUTH FLORIDA 4202 E FOWLER AVE TAMPA FL 33620 NONE PC GENERAL SUPPORT 25000 87500 0 14 35263 18 -2154 0 33109 0 33109 0 0 0 0 0 0 0 0 0 0 X X 1 VERNON G BUCHANAN 835 LONGBOAT KEY CLUB DRIVE LONGBOAT KEY FL 34228 500000 X ACCOUNTING FEE 2330 0 2330 BNY MELLON FLOATING RATE INCOME FUND 24232 24232 BNY MELLON HIGH YIELD FUND 21967 21967 BNY MELLON INTERMEDIATE BOND FUND 104230 104230 BNY MELLON SHORT-TERM U S GOV'T SECURITIES FUND 47857 47857 BNY MELLON DIVERSIFIED INTERNATIONAL FUND 6246 6246 BNY MELLON SELECT MANAGERS SMALL CAP GROWTH FUND 3604 3604 BNY MELLON SELECT MANAGERS SMALL CAP VALUE FUND 3828 3828 ISHARES CORE MSCI EAFE ETF 23215 23215 ISHARES CORE MSCI EMERGING MARKETS ETF 8346 8346 ISHARES KLD 400 SOCIAL ETF LARGE CAP 29591 29591 ISHARES SELECT DIVIDEND ETF 102567 102567 ISHARES TR S & P MIDCAP ETF 19400 19400 ISHARES TR S & P SMALLCAP ETF 23274 23274 SPDR S&P 500 ETF TRUST 102192 102192 UNREALIZED GAIN 47622 INVESTMENT FEES 11233 11233 0 TECHNICAL SERVICE FEE 9275 9275 0 FOREIGN TAX 146 145 0