2024-05-10T14:31:46-04:00 2023-12-31 592309183 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191082 990PF 2023-01-01 650056240 THE TOM PERRY FAMILY FOUNDATION TOMP 8639460854 PO BOX 369 MOORE HAVEN FL 33471 JULIA G PERRY TRUSTEE 8639460854 2024-05-15 JULIA G PERRY XXX-XX-XXXX true LINDA M TREISE P00244902 2399392233 2024-05-02 2023 2023-04-26 12:10:37Z X 2041439 X X 758 758 57625 57625 -110857 770216 -52474 58383 1740 870 870 2402 396 8741 8741 12883 10007 870 100395 100395 113278 10007 101265 -165752 48376 106714 128855 128855 45465 41562 41562 1950 668 668 1860134 1677934 1867573 3561 2781 2781 2017824 1851800 2041439 0 X 2017824 1851800 2017824 1851800 2017824 1851800 2017824 -165752 1852072 272 1851800 WELLS FARGO - 3450 ST P 2023-01-01 2023-12-31 127504 129360 -1856 -1856 WELLS FARGO - 3450 LT P 2022-01-01 2023-12-31 634276 751713 -117437 -117437 -110857 672 672 672 1340 1340 668 668 false false false false false false false true true FL true false false false false true N/A JULIA G PERRY 8639460854 PO BOX 369 MOORE HAVEN FL 33471 false false false false false false false false false false false false false false false false false false false false JULIA G PERRY PO BOX 369 MOORE HAVEN FL 33471 TRUSTEE 000.00 0 0 0 NONE NONE N/A 1815584 214744 0 2030328 2030328 30455 1999873 99994 99994 672 672 99322 99322 99322 101265 101265 99322 100998 101265 100998 267 99055 X ABAC FOUNDATION 2500 E SHOTWELL ST BAINBRIDGE GA 39819 PUBLIC CHARITY GENERAL USE 1000 AGAPE 22790 SW 112 AVE MIAMI FL 33170 PUBLIC CHARITY GENERAL USE 1500 CALL COMMUNICATIONS GROUP PO BOX 561832 MIAMI FL 33256 PUBLIC CHARITY GENERAL USE 1000 CHILDREN'S MUSEUM OF THE HIGHLANDS 219 N RIDGEWOOD DR SEBRING FL 33870 PUBLIC CHARITY GENERAL USE 2500 CLEWISTON HIGH SCHOOL 1501 FRANCISCO ST CLEWISTON FL 33440 PUBLIC CHARITY BAND 750 CLEWISTON MUSEUM 109 CENTRAL AVE CLEWISTON FL 33440 PUBLIC CHARITY GENERAL USE 1000 CROSS TRAINING MINISTRIES 525 E EL PASO AVE CLEWISTON FL 33440 PUBLIC CHARITY GENERAL USE 1000 DAR PATRIOTS CHAPTER SEBRING FL 33871 PUBLIC CHARITY GENERAL USE 85 DAUGHTERS OF COLONIAL WARS 1831 SABAL PALM DR 402 DAVIE FL 333245944 PUBLIC CHARITY GENERAL USE 30 FIRST BAPTIST CHURCH MOOR AVENUE J MOORE HAVEN FL 33471 PUBLIC CHARITY GENERAL USE 17000 FIRST PRESBYTERIAN CHURCH 2438 2ND ST FORT MYERS FL 33901 PUBLIC CHARITY GENERAL USE 10250 FIRST UNITED METHODIST CH 331 W OSCEOLA AVE CLEWISTON FL 33440 PUBLIC CHARITY GENERAL USE 9250 FIRST UNITED METHODIST CH 331 W OSCEOLA AVE CLEWISTON FL 33440 PUBLIC CHARITY FUMC CHILDREN'S HOME 1000 GALISANO CHILDREN'S HOSPITAL 9881 S HEALTHPARK DR FORT MYERS FL 33908 PUBLIC CHARITY GENERAL USE 20000 GLADES COUNTY LIBRARY 201 RIVERSIDE DR MOORE HAVEN FL 33471 PUBLIC CHARITY GENERAL USE 350 HRMC FOUNDATION 110 4TH ST SE 8 HURON SD 57350 PUBLIC CHARITY GENERAL USE 1000 MILITARY HERITAGE MUSEUM 900 W MARION AVE PUNTA GORDA FL 33950 PUBLIC CHARITY GENERAL USE 1000 MATHESON HISTORY MUSEUM 515 E UNIVERSITY AVE GAINSEVILLE FL 32601 PUBLIC CHARITY GENERAL USE 1000 MIRACLE LEAGUE OF HIGHLANDS CO LAKE JUNE BALL PARK LAKE PLACID FL 33852 PUBLIC CHARITY GENERAL USE 2500 MOORE HAVEN ELEMENTARY SCHOOL 401 TERRIER PRIDE DR SW MOORE HAVEN FL 33471 PUBLIC CHARITY GENERAL USE 100 MOORE HAVEN HIGH SCHOOL 700 TERRIER PRIDE DR SW MOORE HAVEN FL 33471 PUBLIC CHARITY BAND 750 NATL SOC COLONIAL DAMES OF 17TH CEN 1300 NEW HAMPSHIRE AVE NW WASHINGTON DC 20036 PUBLIC CHARITY GENERAL USE 115 NATL SOC COLONIAL DAUGHTERS OF 17TH 9933 E VILLA CIR VERO BEACH FL 32966 PUBLIC CHARITY GENERAL USE 20 NATL SOC DAUGHTERS OF AMER COLONIST 2205 MASSACHUSETTS AVE NW WASHINGTON DC 20008 PUBLIC CHARITY GENERAL USE 85 NATL SOC OF SONS DAUGTHERS OF PIL PO BOX 791348 NEW ORLEANS LA 70179 PUBLIC CHARITY GENERAL USE 20 NATL SOC OF SOUTHERN DAMES OF AMERI 842 LAUREL AVE ORLANDO FL 32803 PUBLIC CHARITY GENERAL USE 20 PALMDALE BAPTIST CHURCH 7976 5TH ST PALMDALE FL 33944 PUBLIC CHARITY GENERAL USE 5000 SALVATION ARMY 10921 MCGREGOR BLVD FORT MYERS FL 33919 PUBLIC CHARITY GENERAL USE 1000 ST JUDE RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 PUBLIC CHARITY GENERAL USE 3000 UFIFAS EXTENSION GLADES COUNTY 900 US-27 MOORE HAVEN FL 33471 PUBLIC CHARITY GENERAL USE 10000 UNITED STATES DAUGHTERS OF 1812 2426 PEBBLEBROOK CIR CONROE TX 77384 PUBLIC CHARITY GENERAL USE 40 UNITED WAY 7273 CONCOURSE DR FT MYERS FL 33908 PUBLIC CHARITY GENERAL USE 7000 UNIVERSITY OF FLORIDA 1938 W UNIVERSITY AVE GAINESVILLE FL 32603 PUBLIC CHARITY OVERMAN SCHOLARSHIP 1000 VETERANS OF FOREIGN WARS 406 W 34TH ST KANSAS CITY MO 64111 PUBLIC CHARITY GENERAL USE 30 100395 14 758 14 57625 14 18 -110857 -52474 -52474 false false false false false false false false false false TAX PREPARATION 1740 870 870 SECURITIES AT COST 1677934 1867573 DIVIDENDS/CAPITAL GAINS RCVBL 3561 2781 2781 PY ADJUSTMENT 272 EXPENSES FIDUCIARY FEES - WELLS FARGO 8741 8741 FOREIGN TAX PAID - WELLS FARGO 396 396 EXCISE TAX 2006