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P 2023-08-09 2023-10-05 49 60 -11 -11 JACKSON SQUARE NORTH AMERICAN P 2021-10-13 2023-05-10 105438 100766 4672 4672 VERALTO CORP. P 2023-08-09 2023-11-29 522 627 -105 -105 VANGUARD INTERMEDIATE P 2021-05-10 2023-04-27 7357 8652 -1295 -1295 ARTISAN INTERNATIONAL P 2022-01-01 2023-04-26 70431 57685 12746 12746 VANGUARD SHORT TERM P 2022-01-01 2023-04-27 29795 32383 -2588 -2588 BERKSHIRE HATHAWAY P 2021-01-21 2023-12-13 10489 6802 3687 3687 PRIMECAP ODYSSEY FUNDS P 2022-01-01 2023-04-26 54141 36240 17901 17901 BROOKFIELD INVESTMENT P 2020-04-03 2023-12-08 33910 28295 5615 5615 ELECTRONIC ARTS P 2020-05-08 2023-03-21 5402 5479 -77 -77 FEDERATED INSTITUTIONAL P 2022-01-01 2023-02-01 62391 70569 -8178 -8178 FORTREA HOLDINGS P 2019-01-31 2023-07-31 2562 1628 934 934 INVESCO INTERNATIONAL P 2015-09-23 2023-04-26 42052 35641 6411 6411 ISHARES EDGE MSCI P 2017-05-01 2023-04-26 20998 12795 8203 8203 57688 -376 2056 2056 2056 1428 1428 628 false false false false false false false true true FL true false true false false true N/A SHARON M THOMPSON 2399392233 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 33919 false false false false true false false false false false false false false false false false false false false false false false DANIEL R HARPER 5571 HALIFAX AVENUE FORT MYERS FL 33912 TRUSTEE 2.00 0 0 0 JOHN NOLAND 5571 HALIFAX AVENUE FORT MYERS FL 33912 DIRECTOR 2.00 0 0 0 SHARON M THOMPSON 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 33919 SEC/TREAS 2.00 0 0 0 DANAH R COOPER 5571 HALIFAX AVENUE FORT MYERS FL 33912 DIRECTOR 20.00 37980 0 0 DANIEL S HARPER 5571 HALIFAX AVENUE FORT MYERS FL 33912 DIRECTOR 2.00 0 0 0 RONALD E INGE 5571 HALIFAX AVENUE FORT MYERS FL 33912 PRESIDENT/CH 2.00 0 0 0 MATTHEW SIMMONS 1619 JACKSON STREET FORT MYERS FL 33901 DIRECTOR 2.00 0 0 0 NONE NONE N/A 4101995 150700 0 4252695 4252695 63790 4188905 209445 209445 2056 2056 207389 207389 207389 172963 172963 207389 27260 14534 41794 172963 172963 34426 34426 7368 0 7368 7368 X DANAH R COOPER 5571 HALIFAX AVENUE FORT MYERS FL 33912 2394544999 APPLICATION WILL BE PROVIDED UPON REQUEST APPLICATIONS CONSIDERED TWICE ANNUALLY AFTER THE RAIN OF SOUTHWEST FLORIDA 2925 MONTCLAIRE AVE FORT MYERS FL 33901 NONE PUBLIC GENERAL NEEDS 17500 AMI KIDS 1190 MAIN ST FORT MYERS BEACH FL 33931 NONE PUBLIC GENERAL NEEDS 2500 CANINE COMPANIONS 8150 CLARCONA OCOEE ROAD ORLANDO FL 32818 NONE PUBLIC GENERAL 10000 CONERSTONE CHURCH OF FT MYERS 3220 MLK JR BLVD FORT MEYRS FL 33916 NONE PUBLIC GENERAL NEEDS 7500 FISH OF SANIBEL CAPTIVA 2422 PERIWINKLE WAY SANIBEL FL 33957 NONE PUBLIC GENERAL NEEDS 10000 FLORIDA SHERIFF YOUTH RANCH PO BOX 2000 BOYS RANCH FL 32064 NONE PUBLIC GENERAL NEEDS 2000 FORT MYERS RESCUE MISSION 6900 MISSION LN FORT MYERS FL 33916 NONE PUBLIC GENERAL NEEDS 5000 FUNTIME EARLY CHILDHOOD ACADEMY 16520 S TAMIAMI TRAIL FORT MYERS FL 33908 NONE PUBLIC GENERAL NEEDS 5000 HABITAT FOR HUMANITY 1288 N TAMIAMI TRAIL NORTH FORT MYERS FL 33903 NONE PUBLIC GENERAL NEEDS 10000 HARRY CHAPIN FOOD BANK 2126 ALICIA STREET FORT MYERS FL 33901 NONE PUBLIC GENERAL NEEDS 5000 INTERVARSITY CHRISTIAN FELLOWSHIP 14901 PARK LAKE DR 207 FORT MYERS FL 33919 NONE PUBLIC GENERAL NEEDS 1000 JUNIOR ACHIEVEMENT 13241 UNIVERSITY DR FORT MYERS FL 33907 NONE PUBLIC GENERAL NEEDS 10000 MIDWEST FOOD BANK FLA DIVISION 5601 DIVISION DR FORT MYERS FL 33905 NONE PUBLIC GENERAL NEEDS 15000 OUR MOTHER'S HOME OF SWFL 18011 SOUTH TAMIAMI TRAIL FORT MYERS FL 33908 NONE PUBLIC MENTORED LIVING PROGRAM 15000 SALVATION ARMY PO BOX 60087 FORT MYERS FL 33906 NONE PUBLIC GENERAL NEEDS 5000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PUBLIC GENERAL NEEDS 5000 SHELTER FOR ABUSED WOMEN PO BOX 10102 NAPLES FL 34101 NONE PUBLIC GENERAL NEEDS 5000 SOUP KITCHEN - CCMI PO BOX 2143 FORT MYERS FL 33902 NONE PUBLIC FOOD ASSISTANCE 12500 SOUTHWEST FLORIDA COMMUNITY PRAYER 5571 HALIFAX AVE FORT MYERS FL 33912 NONE PUBLIC GENERAL NEEDS 10000 VALERIES HOUSE 1762 FOWLER ST FORT MYERS FL 33901 NONE PUBLIC GENERAL NEEDS 5000 VERITY PREGNANCY MED RESOURCES 8890 SALROSE LN 104 FORT MYERS FL 33912 NONE PUBLIC GENERAL NEEDS 10000 168000 14 22975 14 100652 18 57688 181315 181315 false false false false false false false false false false ACCOUNTING FEES 9926 4963 4963 CORPORATE BONDS 1900067 1800911 CORPORATE STOCK 1145345 2361359 IVY 156859 131370 PREPAID TAXES EXPENSES CORPORATE ANNUAL REPORT 61 61 OTHER DEDUCTIONS 410 410 BANK CHARGES 52 52 2022 O/S CHECK VOIDED 3834 COST BASIS ADJ. 5101 TAXES PAYABLE IRS 637 AGENCY FEES 26478 26478 FOREIGN TAXES 796 796 TAX 637 637