2025-03-12T12:11:29-05:00 2024-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2024-01-01 592243926 WILSON - WOOD FOUNDATION INC WILS 9414846549 2283 HARRIER WAY NOKOMIS FL 34275 SUSAN WOOD SECRETARY/TREASURER 9414846549 2025-03-08 1 1 REBECCA U STONER P00585910 9413654617 2024 2025-03-06 01:10:19Z X 13893233 X X 293948 293948 1894385 3225122 1894385 2188333 2188333 126766 25353 101413 24910 4982 19928 16440 0 16440 92911 92911 0 29531 838 0 1009 0 1958 0 1958 4301 0 4358 297826 124084 144097 450000 450000 747826 124084 594097 1440507 2064249 25 25 25 1806846 512788 512788 8953629 10384503 10384503 1391714 2184166 2184166 0 802497 802497 7330 4191 4148 3139 3139 15439 6115 6115 12171801 13893233 13893233 96778 93755 96778 93755 X 0 0 0 0 12075023 13799478 12075023 13799478 12171801 13893233 12075023 1440507 287950 13803480 4002 13799478 PUBLICLY TRADED SECURITIES P 106839 181775 -74936 -74936 PUBLICLY TRADED SECURITIES P 2143389 1039303 1104086 1104086 PUBLICLY TRADED SECURITIES P 974894 109659 865235 865235 1894385 28693 0 28693 0 28693 19720 0 0 0 19720 X 0 8973 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A SUSAN WOOD EXECUTIVE DIRECTOR 9414846549 2283 HARRIER WAY NOKOMIS FL 34275 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN WOOD 2283 HARRIER WAY NOKOMIS FL 34275 SECRETARY/TREASURER 40.00 126766 15212 0 THOMAS AFAESSLER 2283 HARRIER WAY NOKOMIS FL 34275 PRESIDENT 5.00 0 0 0 LORI B COOPER 2283 HARRIER WAY NOKOMIS FL 34275 VP, DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 12432066 950609 0 13382675 0 0 13382675 200740 13181935 659097 659097 28693 28693 630404 0 630404 0 630404 594097 0 594097 630404 402820 0 0 594097 402820 0 0 191277 0 0 0 0 0 0 0 0 439127 0 0 0 SUSAN WOOD EXECUTIVE DIRECTOR 2283 HARRIER WAY NOKOMIS FL 34275 9414846549 WWFND@VERIZON.NET A SHORT (1-2 PAGE) LETTER SHOULD BE WRITTEN CONTAINING OFFICIAL NAME & PURPOSE OF THE ORGANIZATION, BRIEF DESC. & TIMETABLE OF PROJECTS, TOTAL EST. COST OF PROJ. & TENTATIVE SUPPORT SOUGHT. PROVIDE COPY OF TAX EXEMPT LETTER. PROVIDE MOST RECENT AUDIT AND 990 TAX RETURN. LETTERS WITH ABOVE MUST BE MAILED BEFORE JUNE. ONLY U.S. ORGS. WITH 501(C)3 AND 509 (A)(1), OR (2) STATUS CONSIDERED. NOT CONSIDERED ARE PROPOSALS FOR ENDOWMENT FUNDS, TRAVEL PROJECTS, SURVEYS FUND RAISING COSTS, RESEARCH, PROPOSALS FROM OTHER PRIVATE FOUNDATIONS, MULTIPLE YEAR, REQUESTS FOR EMERGENCY FUNDS TO ELIMINATE EXISTING DEFICITS. REQUESTS FROM NATIONAL ORGANIZATIONS ONLY IF FOR PROGRAMS ON A LOCAL LEVEL. ACADEMY AT GLENGARY INC 1910 GLENGARY STREET SARASOTA FL 34231 NONE PC TRANSPORTATION ASSISTANCE PROGRAM 25000 BIG BROTHERS BIG SISTERS OF THE SUN COAST INC 1000 S TAMIAMI TRAIL SUITE C VENICE FL 34285 NONE PC MENTORING CENTER PROGRAM SUPPORT 15000 BOYS & GIRLS CLUBS OF MANATEE COUNTY INC PO BOX 280 BRADENTON FL 34206 NONE PC TEEN PROGRAMS 15000 BOYS & GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES INC 3130 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC SCHOLARSHIP SUPPORT FOR ROY MCBEAN 15000 CENTERSTONE OF FLORIDA INC 391 6TH AVENUE WEST BRADENTON FL 34205 NONE PC CO-PAYS THERAPY/MEDICATIONS COSTS 7500 CHILD PROTECTION CENTER INC 720 SOUTH ORANGE AVENUE SARASOTA FL 34236 NONE PC CHILDREN/FAMILIES SUPERVISED VISITATION 10000 CHILDREN FIRST INC 1723 NORTH ORANGE AVENUE SARASOTA FL 34234 NONE PC COMPREHENSIVE SERVICES FOR CHILDREN/FAMILIES 10000 COMMUNITY ASSISTED AND SUPPORTED LIVING INC 2911 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC COMMUNITY BASED TENANT SPECIALIST 30000 COMMUNITY COALITION ON HOMELESSNESS CORP 1701 17TH AVENUE WEST BRADENTON FL 34205 NONE PC PRESCRIPTION ASSISTANCE PROGRAM 25000 EASTER SEALS SOUTHWEST FLORIDA INC 350 BRADEN AVENUE SARASOTA FL 34243 NONE PC CHILDREN'S THERAPY PROGRAM 15000 EXCHANGE CLUB FAMILY PARTNERSHIP CENTER OF MANATEE COUNTY INC 602 3RD STREET EAST BRADENTON FL 34208 NONE PC PARENT EDUCATION PROGRAM 10000 FLORIDA CENTER FOR EARLY CHILDHOOD INC 4620 17TH STREET SARASOTA FL 34235 NONE PC MENTAL HEALTH SERVICES 7500 FORTY CARROTS OF SARASOTA INC 1500 S TUTTLE AVENUE SARASOTA FL 34239 NONE PC PARENT EDUCATION 7500 FOUNDATION FOR DREAMS INC 16110 DREAM OAKS PLACE BRADENTON FL 34212 NONE PC CAMPERSHIPS FOR CHILDREN WITH SPECIAL NEEDS 10000 GIRLS INCORPORATED OF SARASOTA COUNTY 201 S TUTTLE AVENUE SARASOTA FL 34237 NONE PC SCHOLARSHIPS FOR GIRLS/FAMILY STRENGTHENING 15000 GOOD SAMARITAN PHARMACY & HEALTH SERVICES INC 2502 N TAMIAMI TRAIL NOKOMIS FL 34275 NONE PC CLINIC/PHARMACY SERVICES 25000 JEWISH FAMILY & CHILDREN SERVICES OF THE SUNCOAST INC 2688 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC COUNSELING SERVICES 20000 LITERACY COUNCIL OF SARASOTA INC 1750 17TH STREET BLDG K-3 SARASOTA FL 34234 NONE PC ADULT/FAMILY LITERACY PROGRAM 20000 LOVELAND CENTER INC 157 S HAVANA ROAD VENICE FL 34292 NONE PC INVISIBLE DISABILITIES PROGRAM 15000 MANA-SOTA LIGHTHOUSE FOR THE BLIND INC 7318 N TAMIAMI TRAIL SARASOTA FL 34243 NONE PC INDEPENDENT LIVING PROGRAM 12000 MANATEE CHILDREN'S SERVICES INC 1227 9TH AVE W BRADENTON FL 34205 NONE PC PARENT SUPPORT GROUP 20000 MEALS ON WHEELS OF SARASOTA INC 421 N LIME AVENUE SARASOTA FL 34237 NONE PC MEAL SERVICE PROGRAM 10000 MEALS ON WHEELS PLUS OF MANATEE INC 811 23RD AVENUE EAST BRADENTON FL 34208 NONE PC ADULT DAY RESPITE PROGRAMS/FACILITY UPGRADES 25000 NEURO CHALLENGE FOUNDATION INC 722 APEX ROAD UNIT A SARASOTA FL 34240 NONE PC PARKINSONS PROGRAM SUPPORT 20000 RESILIENT RETREAT INC 3500 JOURNEY LANE SARASOTA FL 34240 NONE PC HOSTING RETREATS AREA NON-PROFITS/FIRST RESPONDERS 7500 SAFE CHILDREN COALITION INC 1500 INDEPENDENCE BLVD STE 210 SARASOTA FL 34234 NONE PC HIPPY PROGRAM 15000 SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 NONE PC CAREGIVER RESOURCE CLASSES 8000 SOUTHEASTERN GUIDE DOGS INC 4210 77TH STREET EAST PALMETTO FL 34221 NONE PC MILITARY VETS/SERVICE DOGS MATCH 10000 TIDEWELL FOUNDATION INC 5955 RAND BLVD SARASOTA FL 34238 NONE PC GRIEF SUPPORT SERVICES 15000 WOMENS RESOURCE CENTER OF MANATEE INC 1926 MANATEE AVENUE WEST BRADENTON FL 34205 NONE PC PROJECT UPLIFT PROGRAM 10000 450000 0 14 293948 18 1894385 0 2188333 0 2188333 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16440 0 16440 HP PRINTER ALL IN ONE LASER WIRELESS 2013-01-26 260 260 SL 5.000000000000 0 0 DELL LATITUDE 2019-01-16 1534 1399 SL 5.000000000000 135 0 HIGH BACK EXECUTIVE CHAIR 2020-02-10 499 278 SL 7.000000000000 71 0 DELL LATITUDE 2021-01-13 1449 725 SL 5.000000000000 290 0 OFFICE CHAIR 2022-11-23 550 86 SL 7.000000000000 79 0 CABINETS AND DESK 2022-11-12 2486 414 SL 7.000000000000 355 0 FRAMEWORK FOR TWO PORTRAITS 2023-10-03 552 20 SL 7.000000000000 79 0 ALBEMARLE CORP NOTE CALL MAKE WHOLE 5.05% 190329 190329 AVERY DENNISON CORP NOTE 5.75% 03/15/2023 81571 81571 BARCLAYS BANK PLC SER A 2.7% 06/01/32 CALLABLE 06/01/23 (06747PVH9) 82459 82459 CVS HEALTH CORP NOTE CALL MAKE WHOLE 5.7% 196732 196732 DEVON ENERGY CORP NEW NOTE 5.20% 94996 94996 DOLLAR GEN CORP NOTE CALL MAKE WHOLE 5.45% 98164 98164 GOLDMAN SACHS GROUP INC MTN 4% 04/26/2026 (38L50AL Y9) 98854 98854 HOME DEPOT INC NOTE CALL MAKE WHOLE 4.90% 100908 100908 HUNTINGTON NATIONAL BANK MARYL NOTE 5.65% 01/10/2030 76144 76144 ISHARES 1-5 YR INV GRADE CORP BND ETF (IGSB) 37741 37741 ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 87210 87210 JPMORGAN CHASE & CO SER E 2% 8/17/34 (48128G2F6) 259596 259596 SOUTHERN CO GAS CAP SER 2023A NOTE 5.75% 09/15/2033 82337 82337 SPDR BLOOMBERG SHORT TERM HGH YLD BD ETF(SJNK) 252500 252500 TAMPA ELEC CO NOTE CALL MAKE WHOLE 4.90% 100085 100085 THOMAS JEFFERSON UNIV SER 2022A 2.368% 11/01/25 (88444NAC2) 96923 96923 TORONTO DOMINION BANK MTN 3% 03/31/27 CALLABLE 03/31/23 (89114V7B7) 48484 48484 TRUIST FINL CORP SER G 1.2% 8/5/25 CALLABLE 7/3/25 (89788MAA0) 97910 97910 UNITEDHEALTH GROUP INC NOTE 5.30% 02/15/2030 101223 101223 ABBOTT LABS (ABT) 282775 282775 ALPHABET INC CL A (GOOGL) 567900 567900 AMAZON.COM INC (AMZN) 372963 372963 AMENTUM HOLDINGS INC 21030 21030 AMERICAN EXPRESS CO 277499 277499 AMGEN INC (AMGN) 195480 195480 APPLE INC (AAPL) 751260 751260 ARISTA NETWORKS INC 539386 539386 BERKSHIRE HATHAWAY INC DELAWARE (BRK A) 680920 680920 CATERPILLAR (CAT) 272070 272070 CHEVRON CORP (CVX) 217260 217260 CISCO SYSTEMS (CSCO) 236800 236800 COSTCO WHOLESALE CORP (COST) 215323 215323 DUPONT DE NEMOURS INC (DD) 170419 170419 EMERSON ELECTRIC CO (EMR) 123930 123930 EXXON MOBIL CORP (XOM) 107570 107570 GENUINE PARTS CO (GPC) 233520 233520 HONEYWELL INTERNATIONAL INC (HON) 254126 254126 !SHARES CORE HIGH DIVIDEND (HOV) 336780 336780 JACOBS SOLUTIONS INC (J) 133620 133620 JOHNSON & JOHNSON (JNJ) 188006 188006 JPMORGAN CHASE & CO (JPM) 359565 359565 KROGER CO (KR) 122300 122300 MERCK & CO NEW (MRK) 248700 248700 META PLATFORMS INC 234204 234204 MICROSOFT CORP (MSFT) 421500 421500 NOVO NORDISK ADR (NVO) 104944 104944 NVIDIA CORP (NVDA) 805740 805740 NXP SEMICONDUCTORS NV ADR (NXPI) 123671 123671 PROCTER & GAMBLE CO (PG) 255666 255666 SOUTHERN COMPANY (SO) 139944 139944 T-MOBILE INC (TMUS) 242803 242803 TOLL BROTHERS (TOL) 138545 138545 VANGUARD DIVIDEND APPRECIATION (VIG) 744154 744154 VANGUARD MID-CAP (VO) 264130 264130 CERTIFICATE OF DEPOSIT AT COST 802497 802497 HP PRINTER ALL IN ONE LASER WIRELESS 260 260 0 DELL LATITUDE 1534 1534 0 HIGH BACK EXECUTIVE CHAIR 499 349 150 DELL LATITUDE 1449 1015 434 OFFICE CHAIR 550 165 385 CABINETS AND DESK 2486 769 1717 FRAMEWORK FOR TWO PORTRAITS 552 99 453 ACCRUED INTEREST AND DIVIDENDS 15439 6115 6115 UNREALIZED DEFERRED EXCISE TAX EXPENSE 4002 INSURANCE 2332 0 2332 OFFICE 363 0 420 SUBSCRIPTIONS/PUBLICATIONS 1340 0 1340 BANK SERVICE CHARGES 120 0 120 POSTAGE 146 0 146 UNREALIZED GAIN ON SECURITIES 287950 DEFERRED EXCISE TAX PAYABLE 80780 84782 EXCISE TAX PAYABLE 15998 8973 INVESTMENT FEES 92911 92911 0 EXCISE TAX 28693 0 0 FOREIGN TAX 838 838 0