2025-03-19T10:30:03-05:00 2024-12-31 650129793 WILTSHIRE WHITLEY RICHARDSON ENGLISH PA 5249 SUMMERLIN COMMONS BLVD STE 100 FORT MYERS FL 33907 990PF 2024-01-01 276334932 DOUGLAS J & ELSIE M BAILEY MEMORIAL FOUNDATION DOUG 2399492956 23315 FOXBERRY LN BONITA SPRINGS FL 34135 SUZANNE B DEVITT TTEE 2399492956 2025-03-10 1 1 JACK C POHLMAN CPA P00647510 2393349191 2024 2025-03-06 01:10:19Z X 494043 X X 8782 8782 -3764 44891 0 5018 8782 13000 0 0 3150 3150 0 3147 3147 0 19297 6297 0 23600 23600 42897 6297 23600 -37879 2485 9830 3739 3739 339222 307990 490103 279 201 201 349331 311930 494043 0 0 X -7378 -6822 0 0 356709 318752 349331 311930 349331 311930 349331 -37879 556 312008 78 311930 VANGUARD HIGH DVD P 2022-05-17 2024-01-04 36501 34094 2407 2407 PIMCO COMMODITY REAL P 2022-03-28 2024-02-27 3906 6948 -3042 -3042 PIMCO COMMODITIES PLUS P 2016-09-16 2024-02-27 4484 7613 -3129 -3129 -3764 35 0 35 0 35 279 0 0 0 279 0 244 244 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A SUZANNE B DEVITT 2399492956 23315 FOXBERRY LN BONITA SPRINGS FL 34135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KIERSTEN S VARNER 37 MEADOWBROOK CIRCLE SUDBURY MA 01776 TRUSTEE 2.00 1000 0 0 SUZANNE B DEVITT 23315 FOXBERRY LN BONITA SPRINGS FL 34135 TRUSTEE 2.00 12000 0 0 NONE 0 NONE 0 0 473950 2805 0 476755 0 0 476755 7151 469604 23480 23480 35 35 23445 0 23445 0 23445 23600 0 23600 23445 0 0 7155 6880 2080 10488 26603 23600 0 0 0 23445 155 0 0 26758 0 0 0 0 0 0 7155 19603 6880 2080 10488 155 X BENTLEY UNIVERSITY 175 FOREST STREET WALTHAM MA 02454 NONE PUBLIC CHARITY EDUCATION 1000 FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 NONE PUBLIC CHARITY EDUCATION 500 MASSACHUSETTS GENERAL HOSPITAL 165 CAMBRIDGE STREET STE 600 BOSTON MA 02114 NONE PUBLIC CHARITY MEDICAL RESEARCH 10000 SHADOW WOOD CHARITABLE FOUNDATION 9815 BAY MEADOW BONITA SPRINGS FL 34135 NONE PUBLIC CHARITY SUPPORTING CHARITABLE PROGRAMS OF NON PROFIT ORGANIZATIONS SERVING RESIDENTS IN NEED IN SOUTHWEST FL 10000 THE CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 NONE PUBLIC CHARITY PROTECT SWFL ENVIRONMENT & QUALITY OF LIFE 1000 HEARTS & HOMES FOR VETERANS INC 2230 ALICIA STREET FORT MYERS FL 33901 NONE PUBLIC CHARITY END HOMELESSNESS FOR VETERANS IN SWFL 500 ALS 4500 SAN PABLO RD SOUTH JACKSONVILLE FL 32224 NONE PUBLIC CHARITY EXEMPT FUNCTION 250 ALLIANCE FOR PERIOD SUPPLIES OF SWFL INC 20110 RIVERBROOKE RUN ESTERO FL 33928 NONE PUBLIC CHARITY EXEMPT FUNCTION 350 23600 0 14 8782 18 -3764 0 5018 0 5018 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3150 3150 0 BOA - U S TRUST EQUITIES 251717 428094 BOA - U S TRUST HEDGE 56273 62009 FEDERAL INCOME TAX RECEIVABLE 279 201 201 INCOME TAX EXPENSE CURRENT YEAR 78 INVESTMENT MANAGEMENT 2892 2892 0 FOREIGN TAXES PAID 255 255 0 INCOME ON FORM 1099 NOT RECEIVED AT YEAR END 556