2024-05-06T10:00:38-04:00 2023-12-31 300014946 REHFELDT GROUP CPAS 3201 26TH ST WEST BRADENTON FL 34205 990PF 2023-01-01 273542831 RALPH S FRENCH CHARITABLE RALP 9417390920 3201 26TH ST W BRADENTON FL 34205 JAMES F ALDERMAN CO-TRUSTEE 2024-04-25 true JAMES ALDERMAN 999009999 true REBECCA HODGE CPA P00001682 9417390920 2024-04-25 2023 2023-04-26 12:10:37Z X 28696828 X X 17 17 883083 883083 787936 28861008 2763 1671036 885863 108000 12736 4895 211229 108501 29030 29030 10593 2847 379330 137531 0 1314274 1314274 1693604 137531 1314274 -22568 748332 11684 21398 21398 563521 891670 891670 19635836 17159666 20798043 4590080 6705819 6985717 24801121 24778553 28696828 0 X 24801121 24778553 24801121 24778553 24801121 24778553 24801121 -22568 24778553 24778553 2763 10402 10402 10402 26341 26341 15939 15939 false false false false false false true true false false false false true N/A JAMES F ALDERMAN 9417390920 3201 26TH ST W BRADENTON FL 34205 false false false false false false false false false false false false false false false false false false false JAMES F ALDERMAN 3201 26TH ST W BRADENTON FL 34205 CO-TRUSTEE 2.00 36000 0 0 ANNA GORDIE STRAKA 5650 ST CROIX TR S AFTON MN 550019356 CO-TRUSTEE 1.00 18000 0 0 GEORGEANNE WILLIAMS 9495 CLUB HOUSE RD EDEN PRAIRIE MN 553472935 CO-TRUSTEE 1.00 18000 0 0 KATHY SEIBERT 13048 AEGAN DRIVE JACKSONVILLE FL 32246 CO-TRUSTEE 1.00 18000 0 0 MARY BOYKIN PO BOX 312 GENOA NV 89411 CO-TRUSTEE 1.00 18000 0 0 NONE ARDEN TRUST COMPANY 1360 PEACHTREE ST NE STE 1300 ATLANTA GA 30309 INVESTMENT MGMT 205456 N/A 25521518 45250 0 25566768 25566768 383502 25183266 1259163 1259163 10402 10402 1248761 1248761 1248761 1314274 1314274 1248761 134427 138008 17189 327564 617188 1314274 1248761 65513 682701 0 134427 548274 138008 17189 327564 65513 X NYU COLLEGE OF MEDICINE NEW YORK UNIVERSITY C/O OFFICE OF TREASURER 726 BROADWAY 2ND FLOOR NEW YORK NY 10003 MEDICAL RESEARCH 348568 HABITAT FOR HUMANITY (MANATEE COUNTY) 4105 CORTEZ RD W BRADENTON FL 34210 FOR MANATEE COUNTY 55495 SOUTHEASTERN GUIDE DOGS 4210 77TH ST E PALMETTO FL 34221 SUPPORT 40000 GOODWILL INDUSTRIES- MANASOTA INC 7501 15TH ST E SARASOTA FL 34243 SUPPORT 65000 TIDEWELL HOSPICE INC 5955 RAND BLVD SARASOTA FL 34238 SUPPORT 60000 HIDDEN TREASURE SCHOOL 500 W LEE RD TAYLORS SC 29687 SUPPORT 13143 ANIMAL HUMANE SOCIETY GOLDEN VALLEY 845 MEADOW LN N GOLDEN VALLEY MN 55422 SUPPORT 12500 PINGRY SCHOOL MARTINSVILLE RD MARTINSVILLE NJ 08836 SUPPORT 131427 COLLEGE OF ENGINEERING COLUMBIA UNIVERSITY 622 W 113TH ST NEW YORK NY 10025 SUPPORT 131427 ROSER MEMORIAL CHURCH 512 PINE AVE ANNA MARIA FL 34216 SUPPORT 65714 BISHOP MUSEUM OF SCIENCE & NATURE 201 10TH ST W BRADENTON FL 34205 SUPPORT 30000 WOMEN'S RESOURCE CENTER 1926 MANATEE AVE W BRADENTON FL 34205 SUPPORT 62500 HOLD YOUR HORSES BEL FARMS 1115 COUNTY ROAD 92N MAPLE PLAIN MN 55359 SUPPORT 20000 HUMANE SOCIETY OF MANATEE CO 2515 TAMIAMI TR BRADENTON FL 34205 SUPPORT 45000 COMMUNITY COALITION ON HOMELESSNESS TURNING POINTS 701 17TH AVE W BRADENTON FL 34205 SUPPORT 63428 FAMILY PROMISE SOUTH PALM BEACH COUNTY 840 GEORGE BUSH BLVD BLDG D DELRAY BEACH FL 33483 SUPPORT 20000 AMERICAN CANCER SOCIETY 250 WILLIAMS ST NW ATLANTA GA 30303 SUPPORT 60000 DOUGLAS ANIMAL WELFARE GROUP PO BOX 1850 GARDNERVILLE NV 89410 SUPPORT 13143 VALLEY OUTREACH 1901 CURVE CREST BLVD W STILLWATER MN 55082 SUPPORT 13786 MOTE MARINE 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 SUPPORT 35000 AMERICAN HEART ASSOCIATION NATIONAL CENTER 7272 GREENVILLE AVE DALLAS TX 75231 SUPPORT 15000 DOUGLAS CENTER FOR HOPE AND HEALING 1528 HIGHWAY 395 N SUITE 235 GARDNERVILLE NV 89410 NONE SUPPORT 13143 1314274 17 883083 787936 1671036 1671036 3 THE FOUNDATION USES ITS INTEREST AND DIVIDEND INCOME FROM 4 ITS INVESTMENTS TO MAKE DISTRIBUTIONS TO VARIOUS 501(C)(3) 8 ORGANIZATIONS. WITH THESE INVESTMENTS AND EARNINGS, THE FOUNDATION HOPES TO CONTINUE TO MAKE MANY DISTRIBUTIONS FOR YEARS TO COME. false false false false false false false false false false INDIRECT ACCOUNTING FEES 4895 ARDEN TRUST COMPANY INVESTMENT MANAGEMENT FEES SEE ATTACHED ARDEN 0117 PURCHASE 10430877 10575163 -144286 SEE ATTACHED ARDEN 0117 PURCHASE 18414839 17497909 916930 ADJUSTMENT DUE TO TIMING DIFFERENCES PURCHASE 12529 12529 FIXED INCOME FUNDS 6705819 6985717 TOTAL EQUITIES 17159666 20798043 INDIRECT LEGAL FEES 12736 EXPENSES D & O INSURANCE 1636 ASSOC OF SMALL FOUNDATIONS 815 P.O. BOX RENTAL 396 AGENT FEES 5773 5773 INVEST MGMT FEES LESS TRUSTEE FE 205456 102728 FOREIGN TAXES 29030 29030