2024-06-04T12:23:27-05:00 2023-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2023-01-01 820540623 GETZEN FAMILY CHARITIES INC C/O LINDA GETZEN GETZ 9419228581 1457 LANDINGS CIRCLE SARASOTA FL 34231 LINDA GETZEN PRESIDENT 9419228581 2024-05-28 1 LINDA GETZEN 999009999 1 JULIE L BYNUM P00106704 9413654617 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3757840 X 1299002 75093 75093 179925 937416 179925 62248 92 1616268 255110 0 0 0 2175 0 2175 3152 2338 0 21633 21572 61 26960 23910 2236 120850 120850 147810 23910 123086 1468458 231200 9428 58847 58847 37662 166503 166503 1435293 1596875 2092383 0 997348 1041837 218043 349311 398270 1700426 3168884 3757840 0 0 X 0 0 0 0 1700426 3168884 1700426 3168884 1700426 3168884 1700426 1468458 0 3168884 0 3168884 PUBLICLY TRADED SECURITIES P 68615 69772 -1157 -1157 PUBLICLY TRADED SECURITIES P 817279 681123 136156 136156 PUBLICLY TRADED SECURITIES P 18841 6596 12245 12245 CAPITAL GAINS DIVIDENDS P 32681 32681 32681 179925 3214 0 3214 0 3214 1614 0 2410 0 4024 0 810 810 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A LINDA R GETZEN 9413217749 1457 LANDINGS CIRCLE SARASOTA FL 34231 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MINTA M GETZEN 1457 LANDINGS CIRCLE SARASOTA FL 34231 VP 1.00 0 0 0 RUTH E GETZEN 1457 LANDINGS CIRCLE SARASOTA FL 34231 VP (DECEASED 2/01/2023) 1.00 0 0 0 LINDA R GETZEN 1457 LANDINGS CIRCLE SARASOTA FL 34231 PRESIDENT 2.00 0 0 0 SANDRA L ALGER 1457 LANDINGS CIRCLE SARASOTA FL 34231 SECRETARY/TREASURER 1.00 0 0 0 JAMES W GETZEN 1457 LANDINGS CIRCLE SARASOTA FL 34231 VP 1.00 0 0 0 NONE 0 NONE 0 0 2489967 208769 0 2698736 0 0 2698736 40481 2658255 132913 132913 3214 3214 129699 0 129699 0 129699 123086 0 123086 129699 113204 2021 2098 0 123086 113204 2098 0 7784 0 0 0 0 0 0 0 0 121915 0 0 0 X ACADEMY AT GLENGARY 1910 GLENGARY ST SARASOTA FL 34231 NONE PC GENERAL FUND 6000 ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 NONE PC GENERAL FUND 8000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 NONE PC GENERAL FUND 6000 CHILDREN OF FALLEN SOLDIERS RELIEF FUND INC PO BOX 22056 SARASOTA FL 34276 NONE PC GENERAL FUND 5000 CHURCH OF THE PALMS 3224 BEE RIDGE RD SARASOTA FL 34239 NONE PC FOOD PANTRY 6000 COMMUNITY FOUNDATION OF SARASOTA COUNTY 2635 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC SEASON OF SHARING 6000 SARASOTA ORCHESTRA 709 N TAMIAMI TRAIL SARASOTA FL 34236 NONE PC GENERAL FUND 250 FORTY CARROTS FAMILY CENTER 1500 SOUTH TUTTLE AVE SARASOTA FL 34239 NONE PC MENTAL HEALTH & PARENTS' EDUCATION 15000 GIRL SCOUT OF GULFCOAST FLORIDA INC 4780 CATTLEMEN RD SARASOTA FL 34233 NONE PC GENERAL FUND 10000 JACK & JILL LATE STAGE CANCER FOUNDATION 75 REMITTANCE DR CHICAGO IL 60676 NONE PC GENERAL FUND 7000 LIBRARY FOUNDATION FOR SARASOTA COUNTY INC 13801 TAMIAMI TR S-D NORTH PORT FL 34287 NONE PC GENERAL FUND 6000 MEALS ON WHEELS OF SARASOTA INC 421 NORTH LIME AVENUE SARASOTA FL 34237 NONE PC GENERAL FUND 8000 RESURRECTION HOUSE 507 KUMQUAT COURT SARASOTA FL 34236 NONE PC GENERAL FUND 6000 SAMARITAN COUNSELING CENTER 3224 BEE RIDGE RD SARASOTA FL 34239 NONE PC GENERAL FUND 8000 SARASOTA BAY WATCH INC PO BOX 1141 OSPREY FL 34229 NONE PC GENERAL FUND 2000 SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1700 S TAMIAMI TRAIL SARASOTA FL 34239 NONE PC ONCOLOGY WING 6600 SOUTHWEST FLORIDA COUNCIL BOY SCOUTS OF AMERICA 1801 BOY SCOUT DRIVE FT MYERS FL 33907 NONE PC GENERAL FUND 10000 TRIANGLE EDUCATION FOUNDATION 120 S CENTER STREET PLAINFIELD IN 46168 NONE PC GENERAL FUND 5000 120850 0 14 75093 14 62248 18 179925 0 317266 0 317266 0 0 0 0 0 0 0 0 0 0 X X 1 WILUAM E GETZEN IRA UNDER AGREEMENT DATED APRIL 25 2007 C/O NORTHERN TRUST CO PO BOX 803878 CHICAGO IL 60680 1299002 X ACCOUNTANT FEES 2175 0 2175 GETZEN FAMILY CHARITIES ELECTS TO APPLY 2023 QUALIFYING DISTRIBUTIONS TO 2021 UNDISTRIBUTED INCOME. NORTHERN CORP/GOVT FIXED INCOME FD 928455 972016 NORTHERN OTHER BONDS 68893 69821 MFB NORTHERN FDS LARGE CAP VALUE FD 797327 1142454 NORTHERN SMALL CAP 195565 262629 NORTHERN INTL DEVELOPED 463467 546296 NORTHERN INTL EMERGING 140516 141004 MFO CREDIT SUISSE COMMODITY FD AT COST 155777 188534 NORTHERN REAL ESTATE FD AT COST 193534 209736 CORPORATE ORGANIZATION FEE 61 0 61 INVESTMENT FEES 19658 19658 0 PREMIUM ON LIFE INSURANCE HELD BY CHARITY 1914 1914 0 OTHER INCOME 92 92 92 LIFE INSURANCE PROCEEDS 62156 0 62156 FOREIGN TAX 2338 2338 0 EXCISE TAX 814 0 0