2024-11-19T10:58:06-05:00 2024-07-31 HURRICANE DEBBY/ HURRICANE MILTON 200396831 MYERS & COMPANY 2523 STICKNEY POINT RD SARASOTA FL 34231 990PF 2023-08-01 822300696 EVERETT W ERDOESY & GRETHA M ERDOESY FOUNDATION EVER 9419545772 3665 BEE RIDGE ROAD 300 SARASOTA FL 34233 JONATHAN ANDERSON TRUSTEE 9419545772 2024-11-07 true BRENT J MYERS CPA P00327240 9419234085 2024-11-07 2023 2024-10-15 13:58:12Z HURRICANE DEBBY/ HURRICANE MILTON X 1821930 X X 492 492 492 39183 39183 39183 16761 434523 3904 56436 43579 39675 40000 3000 3000 17841 17841 297 297 61138 21138 0 112000 112000 173138 21138 112000 -116702 22441 39675 13391 41900 41900 1414243 1265931 1780030 1427634 1307831 1821930 0 X 1427634 1307831 1427634 1307831 1427634 1307831 1427634 -116702 1310932 3101 1307831 3904 312 312 312 312 312 false false false false false false false true FL true true false false false true N/A JONATHAN ANDERSON 9419545772 3665 BEE RIDGE RD 300 SARASOTA FL 34233 false false false false false false false false false false false false false false false false false false false false JONATHAN ANDERSON 3665 BEE RIDGE RD 300 SARASOTA FL 34233 TRUSTEE 000.00 20000 0 0 WAYNE F SEITL 3665 BEE RIDGE RD 300 SARASOTA FL 34233 TRUSTEE 000.00 20000 0 0 NONE NONE IN ACCORDANCE WITH EXEMPTION APPLICATION, GRANTS ARE DIRECTED TO INCLUDE, BUT NOT LIMITED TO BENEFIT LOCAL ENVIRONMENTAL CONSERVATION AND RESEARCH, LOCAL WOMEN'S AND CHILDREN'S HEALTH INITIATIVES AND TO BENEFIT THE COLLEGE OF VETERINARY MEDICINE OF NC STATE UNIVERSITY, RALEIGH, NORTH CAROLINA. IN FISCAL YEAR 2023/2024, VARIOUS CHARITABLE ORGANIZATIONS WERE PROVIDED 112,000. 112000 N/A 1651371 41387 80420 1773178 1773178 26598 1746580 87329 X 112000 112000 112000 112000 112000 X 39675 40977 44865 49072 174589 33724 34830 38135 41711 148400 112000 89500 102000 122500 426000 112000 89500 102000 122500 426000 58219 55541 65391 70845 249996 JONATHAN T ANDERSON TTEE 3665 BEE RIDGE RD 300 SARASOTA FL 34233 9419545772 JONATHAN@WSA-LAW.COM CONTACT JON ANDERSON, TRUSTEE NOT APPLICABLE NOT APPLICABLE NC VETERINARY MEDICAL FOUNDATION CAMPUS BOX 7207 RALEIGH NC 276957207 N/A 509(A)(1) RESEARCH 35000 HARVEST HOUSE 3650 17TH ST SARASOTA FL 34235 N/A 501(C)(3) GENERAL 5000 CATHOLIC CHARITIES 5055 N TAMIAMI TRAIL STE 100 SARASOTA FL 34234 N/A 501(C)(3) GENERAL 2500 GIRLS INC OF SARASOTA 201 S TUTTLE AVE SARASOTA FL 34237 N/A 501(C)(3) GENERAL 30000 MOTHERS HELPNG MOTHERS 5933 N WASHINGTON BLVD SARASOTA FL 34243 N/A 501(C)(3) GENERAL 28000 CHILDREN FIRST 1723 N ORANGE AVE SARASOTA FL 34234 GENERAL 3000 ALL FAITHS FOOD BANK 8171 BLAIKIE COURT SARASOTA FL 34240 N/A 501(C)(3) GENERAL 5000 TPC PRESTANCIA 4409 TOURNAMENT PLAYERS SARASOTA FL 34238 GENERAL 3500 112000 492 14 39183 14 3904 12857 43087 13349 56436 false false false false false false false false false false 3000 3000 LPL FINANCIAL 2023-01 PURCHASE 2023-10 287619 286371 1248 LPL FINANCIAL 2023-01 PURCHASE 2024-01 50000 36268 13732 LPL FINANCIAL 2023-03 PURCHASE 2024-04 50000 51271 -1271 LPL FINANCIAL 2023-03 PURCHASE 2024-07 43000 43852 -852 MUTUAL FDS, ETFS, AND CLOSED END FDS AT COST 1222936 1701180 NON TRADED REIT AT COST 42995 78850 BLKSTONE BASIS ADJUSTMENT 3069 OTHER BASIS ADJUSTMENT 32 ADVISORY FEES 17806 17806 SPEC PRODUCT FEE 35 35 INCOME TAXES 297 297