2024-11-21T11:37:55-06:00 2023-12-31 593530905 HENDEE MCKERNAN SCHROEDER WILKERSON & HE 1700 SOUTH MACDILL AVE STE 200 TAMPA FL 336295218 990PF 2023-01-01 593635268 WT MORGAN III FAMILY FOUNDATION INC WTMO 8138379777 730 SOUTH STERLING AVE STE 302 TAMPA FL 336094542 WILLIAM T MORGAN III PRESIDENT 8138379777 2024-11-18 1 0 BRETT HENDEE P00237330 8132581177 2023 2024-10-15 13:58:12Z X 8365522 X 110986 160447 160447 1437907 5854668 2199478 1709340 2359925 0 0 0 15482 10387 5095 19264 2750 31 34746 13137 5126 568000 568000 602746 13137 573126 1106594 2346788 70866 154035 154035 6177868 7201293 8211487 6248734 7355328 8365522 0 0 X 0 0 0 0 6248734 7355328 6248734 7355328 6248734 7355328 6248734 1106594 0 7355328 0 7355328 PUBLICLY TRADED SECURITIES - ML #04A04 8011 7881 130 130 DUKE ENERGY CORP NEW D 2013-12-17 2023-12-20 13912 9795 4117 4117 ILLINOIS TOOL WORKS INC D 2011-08-26 2023-12-20 89816 15500 74316 74316 MARSH & MCLENNAN COS INC D 2011-08-09 2023-12-20 42220 6308 35912 35912 UNITEDHEALTH GROUP INC D 2013-04-15 2023-12-20 100168 12002 88166 88166 DUKE ENERGY CORP NEW D 2009-07-20 2023-12-20 99799 45742 54057 54057 UNITED PARCEL SVC CL B D 2009-03-04 2023-12-20 99622 24735 74887 74887 PUBLICLY TRADED SECURITIES - ML #04A04 62491 55155 7336 7336 PUBLICLY TRADED SECURITIES - ML #03953 319551 318979 572 572 ISHARES RS 2000 VALUE D 2004-07-14 2023-10-03 130499 55767 74732 74732 UNITEDHEALTH GROUP INC D 2013-04-15 2023-10-03 757411 92349 665062 665062 COHEN & STEERS PFD SECS & INCOME FD INC CL A D 2010-08-20 2023-10-03 191166 199348 -8182 -8182 ISHARES RS 2000 VALUE D 2005-01-18 2023-10-03 39280 18661 20619 20619 AMERICAN NEW PERSPECTIVE FUND D 2010-05-06 2023-10-03 132942 62002 70940 70940 AMERICAN WASHINGTON FUND D 1999-12-21 2023-10-03 715914 400843 315071 315071 PUBLICLY TRADED SECURITIES - ML #03953 3032639 2330123 702516 702516 CAPITAL GAINS DIVIDENDS P 19227 19227 19227 2199478 32620 0 32620 0 32620 10800 0 30000 0 40800 0 8180 8180 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A WILLIAM T MORGAN III 8138379777 730 SOUTH STERLING AVE STE 302 TAMPA FL 336094542 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM T MORGAN III 918 SOUTH GOLFVIEW STREET TAMPA FL 33629 PRESIDENT, DIRECTOR 1.00 0 0 0 THOMAS D ARTHUR 1700 SOUTH MACDILL AVE SUITE 340 TAMPA FL 336295218 DIRECTOR 0.10 0 0 0 REBECCA M ALEXANDER 1015 S DAKOTA AVE TAMPA FL 33606 VICE PRESIDENT/DIRECTOR 0.40 0 0 0 NONE 0 NONE 0 0 8271826 118068 0 8389894 0 0 8389894 125848 8264046 413202 413202 32620 32620 380582 0 380582 0 380582 573126 0 573126 380582 106789 0 0 573126 106789 0 0 380582 85755 0 0 85755 0 0 0 0 0 0 0 85755 85755 WILLIAM T MORGAN III WILLIAM T MORGAN III 730 SOUTH STERLING AVE STE 302 TAMPA FL 336094542 8138379777 N/A N/A N/A ABE BROWN MINISTRIES INC 2921 N 29TH STREET TAMPA FL 33605 N/A PC TO HELP DEMONSTRATE THE LOVE OF JESUS CHRIST TO OFFENDERS AND THEIR FAMILIES 1000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 752314596 N/A PC TO SUPPORT EDUCATION AND PROGRAMMING THAT EMPOWER CONSUMERS TO LIVE HEALTHIER LIVES 175000 ARKANSAS CHILDREN'S FOUNDATION 1 CHILDRENS WAY LITTLE ROCK AR 72202 N/A PC TO SUPPORT HEALTHCARE DELIVERY FOR CHILDREN IN ARKANSAS AND BEYOND 5000 BOCA GRANDE HEALTH CLINIC FOUNDATION 280 PARK AVENUE BOCA GRANDE FL 33921 N/A PC TO SUPPORT HEALTH CARE ON GASPARILLA ISLAND 2000 CASHIERS HIGHLANDS HUMANE SOCIETY 200 GABLE DRIVE SAPPHIRE NC 28774 N/A PC TO HELP END ANIMAL HOMELESSNESS 2000 CHAMPIONS FOR CHILDREN 3108 WEST AZEELE STREET TAMPA FL 33609 N/A PC TO PREVENT CHILD ABUSE AND NEGLECT FROM EVER TAKING PLACE. 3000 CHRISTIAN HELPLINES INTERNATIONAL PO BOX 10855 TAMPA FL 33679 N/A PC CHRISTIAN SUPPORT GROUP/HELPLINE FOR THOSE IN NEED 5000 CIGAR FAMILY FOUNDATION PO BOX 2030 TAMPA FL 33601 N/A PC TO PROVIDE A SIGNIFICANT HUMANITARIAN IMPACT TO COMMUNITIES IN THE DOMINICAN REPUBLIC BY STRIVING TO CREATE A BETTER QUALITY OF LIFE 3000 CREATED WOMEN INC PO BOX 5717 TAMPA FL 33605 N/A PC TO HELP RESTORE WOMEN TO AN UNDERSTANDING OF THEIR VALUE, BEAUTY, AND DESTINY IN JESUS CHRIST. 10000 GICIA 131 FIRST STREET ROOM 8 BOCA GRANDE FL 33921 N/A PC TO PROVIDE LEADERSHIP TO ADDRESS COMMUNITY CONCERNS AND PRESERVE AND PROTECT THE ISLAND COMMUNITY LIFESTYLE. 1000 GIFT OF ADOPTION FUND INC 1200 SHERMER RD SUITE 111 NORTHBROOK IL 60062 N/A PC PROVIDE FUNDS NEEDED TO COMPLETE ADOPTIONS TO CHILDREN IN U.S. FOSTER CARE SYSTEM. 20000 HUMANE SOCIETY TAMPA BAY 3607 NORTH ARMENIA TAMPA FL 33607 N/A PC TO HELP END ANIMAL HOMELESSNESS 3000 JUDEO CHRISTIAN HEALTH CLINIC 4118 NORTH MACDILL AVENUE TAMPA FL 33607 N/A PC TO PROVIDE SUPPORT FOR THE PURCHASE OF MEDICAL SUPPLIES THAT HELP FAMILIES IN TAMPA BAY 100000 KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION 115 LIBERTY HALL ROAD LEXINGTON VA 24450 N/A PC TO HELP PROVIDE SCHOLARSHIPS FOR EDUCATIONAL PROGRAMS OF THE FRATERNITY 2000 MARY LEE'S HOUSE 2806 N ARMENIA AVENUE TAMPA FL 33607 N/A PC TO HELP GIVE A NEGLECTED CHILD A SENSE OF SECURITY AND A SAFE PLACE. 5000 PALMA CEIA PRESBYTERIAN CHURCH 3501 SAN JOSE TAMPA FL 33629 N/A PC TO SUPPORT THE CHURCH 50000 SPECIAL OPERATIONS WARRIOR FOUNDATION 1137 MARBELLA PLAZA DR TAMPA FL 33619 N/A PC TO PROVIDE GUIDANCE COUNCELING AND MENTORING TO FAMILIES OF FALLEN SPECIAL OPERATION FORCES. 50000 TAMPA GENERAL HOSPITAL FOUNDATION PO BOX 1289 TAMPA FL 336011289 N/A PC TO SUPPORT THE HOSPITALS BEHAVIORAL HEALTH AND NEONATAL INTENSIVE CARE 100000 THE PREP OF SOUTH TAMPA 4002 S COOLIDGE AV TAMPA FL 33611 N/A PC PROVIDE IMPACT TO FAMILIES AND YOUTH IN TAMPA BAY THROUGH SPORTS, EDUCATION AND FITNESS. 15000 BOYS & GIRLS CLUB OF THE PLATEAU PO BOX 1812 CASHIERS NC 28717 N/A PC TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, AND RESPONSIBLE CITIZENS 10000 COFFEE UNITING PEOPLE PO BOX 10249 TAMPA FL 33679 N/A PC TO PROMOTE BELONGING, ACCEPTANCE AND OPPORTUNITY FOR PEOPLE OF ALL ABILITIES 5000 HYDRATE THE HOMELESS INC 911 WASHINGTON AVE 208 LARGO FL 33770 N/A PC TO ASSIST WITH SHELTER 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