2024-11-05T14:54:11-06:00 2023-12-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990PF 2023-01-01 656354222 CASTIGLIANO FOUNDATION C/O CALDWELL TRUST COMPANY CAST 9414933600 1400 CENTER ROAD VENICE FL 34293 CALDWELL TRUST COMPANY TRUSTEE 9414933600 2024-11-04 1 0 MEREDITH BELL P01696827 8042822121 2024-11-04 2023 2024-10-15 13:58:12Z X 202890 X X 919 919 3957 3957 463 5501 463 5339 5339 3135 3135 0 2079 2079 0 100 100 0 5314 5314 0 20000 20000 25314 5314 20000 -19975 25 22146 7218 7218 218 227 218 218 90404 85366 195454 112777 92802 202890 0 0 X 112777 92802 0 0 0 0 112777 92802 112777 92802 112777 -19975 0 92802 0 92802 PUBLICLY TRADED SECURITIES 2016-11-09 2023-11-08 5501 5038 463 463 463 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A CALDWELL TRUST COMPANY 9414933600 1400 CENTER ROAD VENICE FL 34293 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CALDWELL TRUST COMPANY 1400 CENTER ROAD VENICE FL 34293 TRUSTEE 2.00 3135 0 0 NONE 0 NONE 0 0 187171 19633 0 206804 0 0 206804 3102 203702 10185 10185 0 10185 0 10185 0 10185 20000 0 20000 10185 10540 0 0 20000 10540 0 0 9460 0 0 0 0 0 0 0 0 725 0 0 0 CALDWELL TRUST COMPANY 1400 CENTER ROAD VENICE FL 34293 9419269336 INFORMATION AS REQUIRED IN GRANT APPLICATION NO SUBMISSION DEADLINES NO RESTRICTIONS OR LIMITATIONS LOVELAND CENTER 157 HAVANA RD VENICE FL 34292 NONE PC GENERAL OPERATIONS 20000 20000 0 14 919 14 3957 18 463 0 5339 0 5339 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2079 2079 0 ABBOTT LABS 4921 13538 ALPHABET INC CL A 4828 16763 APPLE INC 6334 9626 GENUINE PARTS CO 4767 13850 HONEYWELL INTERNATIONAL INC 4968 9647 ISHARES SELECT DIVIDEND ETF 6966 11722 JOHNSON & JOHNSON 5157 6740 JPMORGAN CHASE & CO 5178 11907 LOCKHEED MARTIN CORP 5099 9065 NEXTERA ENERGY 2725 12148 PARKER HANNIFIN CORP 2716 23035 PEPSICO INC 1043 12738 VANGUARD MID CAP ETF 6633 6979 VANGUARD SMALL CAP VALUE 6457 7199 VISA INC 4148 13017 WASTE MANAGEMENT INC 6798 10746 WEC ENERGY GROUP INC 6628 6734 ANNUAL ACCOUNT FEE 100 100 0