2025-06-10T11:51:51-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990PF 2024-01-01 592749952 NORMAN E PETERSON & DIANA LAGER PETERSON EDUCATIONAL FUND INC NORM 9413797806 2921 HEATHER BOW SARASOTA FL 342357202 DIANA LAGER PRESIDENT 9413797806 2025-06-09 1 0 LAURA J KENNEY P00202198 6177170831 2025-06-09 2024 2025-03-06 01:10:19Z X 1473685 X X 30949 30949 26796 83076 26796 57745 57745 0 0 0 8603 0 8603 13833 13833 0 416 416 0 239 0 239 23091 14249 8842 95250 95250 118341 14249 104092 -60596 43496 23586 17891 17891 205 817861 763184 1202612 263946 263756 250307 0 0 2875 1105598 1044831 1473685 0 0 X 0 0 0 0 1105598 1044831 1105598 1044831 1105598 1044831 1105598 -60596 0 1045002 171 1044831 PUBLICLY TRADED SECURITIES 78199 56280 21919 21919 CAPITAL GAINS DIVIDENDS P 4877 4877 4877 26796 605 0 605 0 605 1768 0 0 0 1768 0 1163 1163 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A DIANA LAGER 9413797806 2921 HEATHER BOW SARASOTA FL 342357202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DIANA LAGER 2921 HEATHER BOW SARASOTA FL 342357202 PRESIDENT 2.00 0 0 0 DAVID SCHIMEK 2921 HEATHER BOW SARASOTA FL 342357202 DIRECTOR 0.00 0 0 0 PAUL SCHIMEK 2921 HEATHER BOW SARASOTA FL 342357202 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1436502 45037 0 1481539 0 0 1481539 22223 1459316 72966 72966 605 605 72361 0 72361 0 72361 104092 0 104092 72361 33287 0 0 104092 33287 0 0 70805 0 0 0 0 0 0 0 0 1556 0 0 0 DIANA LAGER DIANA LAGER 2921 HEATHER BOW SARASOTA FL 34235 9413797806 LETTER NONE GRANTS ARE MADE TO QUALIFIED PUBLIC CHARITIES. ALL-STAR CHILDREN'S FOUNDATION INC 3300 17TH STREET SAROSOTA FL 34235 PC TO BUILD A BRIGHTER FUTURE FOR CHILDREN IN FOSTER CARE THROUGH INNOVATION, SCIENCE, AND COMPASSION. THE ORGANIZATION IS SITUATED ON A 5-ACRE CAMPUS THAT INCLUDES A PEDIATRIC MENTAL HEALTH AND RESEARCH CENTER, ALONG WITH 6 SINGLE FOSTER HOMES. FOSTER PARENTS AND CHILDREN ON CAMPUS RECEIVE COMPREHENSIVE INTERVENTION AND SUPPORT SERVICES FROM A TEAM OF TRAUMA- INFORMED PROFESSIONALS. 5000 AMERICAN BICYCLING EDUCATION ASSOCIATION PO BOX 195023 WINTER SPRINGS FL 32719 PC DEDICATED TO PROVIDING COMPREHENSIVE BICYCLING EDUCATION TO RIDERS OF ALL AGES. THROUGH INNOVATIVE PROGRAMS AND PARTNERSHIPS, THE ABEA AIMS TO PROMOTE SAFE AND RESPONSIBLE BICYCLING PRACTICES, FOSTERING A COMMUNITY OF INFORMED AND EMPOWERED CYCLISTS. 2000 AMERICAN JEWISH COMMITTEE DBA AJC 165 EAST 56TH STREET NEW YORK NY 100222709 PC TO ENHANCE THE WELLBEING OF THE JEWISH PEOPLE AND ISRAEL, AND TO ADVANCE HUMAN RIGHTS AND DEMOCRATIC VALUES IN THE UNITED STATES AND AROUND THE WORLD. 5000 CHILDREN FIRST 1723 N ORANGE AVENUE SARASOTA FL 34234 PC ENGAGES FAMILIES IN THE COMMUNITY AND THROUGH THE COURT IN ORDER TO ENSURE A SAFE, STABLE, NURTURING LIVING ENVIRONMENTS FOR CHILDREN. 3000 COUNTRY DANCE AND SONG SOCIETY 116 PLEASANT STREET SUITE 334 EASTHAMPTON MA 010272784 PC WE CONNECT AND SUPPORT PEOPLE IN BUILDING AND SUSTAINING VIBRANT COMMUNITIES THROUGH PARTICIPATORY DANCE, MUSIC, AND SONG. WE STEWARD THE LIVING TRADITIONS OF ENGLISH COUNTRY DANCE, CONTRA AND SQUARE DANCE, MORRIS AND SWORD DANCE, AND THE MUSIC THAT IS AN INTEGRAL PART OF THESE TRADITIONS. 3000 EMBRACING OUR DIFFERENCES INC PO BOX 2559 SARASOTA FL 34320 PC TO USE THE TRANSFORMATIVE POWER OF THE ARTS TO EDUCATE AND INSPIRE TO CREATE A BETTER WORLD. WE ENVISION A WORLD THAT EMBRACES DIVERSITY, RESPECTS DIFFERENCES AND ACTIVELY REJECTS HATRED AND PREJUDICE. 4000 FLORIDA WEST COAST SYMPHONY INC DBA SARASOTA ORCHESTRA 709 N TAMIAMI TRAIL SARASOTA FL 34236 PC THE MISSION OF THE SARASOTA ORCHESTRA IS TO ENGAGE, EDUCATE AND ENRICH OUR COMMUNITY THROUGH HIGH QUALITY LIVE MUSICAL EXPERIENCES. SARASOTA ORCHESTRA IS COMMITTED TO ENGAGING OUR COMMUNITY WITH THE HIGHEST STANDARDS IN PERFORMING AND PROGRAMMING, OPERATING IN A CULTURE OF SERVICE, RESPECT, AND COLLABORATION, AND PERFORMING CLASSICAL MUSIC AND WELCOMING GREAT MUSIC FROM OTHER GENRES. 10000 HERMITAGE ARTIST RETREAT INC 6630 MARIASOTA KEY ROAD ENGLEWOOD FL 34223 PC TO INSPIRE AND FOSTER THE MOST INFLUENTIAL AND CULTURALLY CONSEQUENTIAL ART AND ARTISTS OF OUR TIME; TO NURTURE CREATIVITY, PRESERVE A FLORIDA HISTORIC SITE, PROTECT NATIVE ECOLOGY AND SERVE OUR COMMUNITY. 3000 JEWISH FAMILY AND CHILDREN'S SERVICES OF THE SUNCOAST INC 2688 FRUITVILLE ROAD SARASOTA FL 34237 PC GUIDED BY THE JEWISH TRADITION OF HELPING ALL PEOPLE, EMPOWERS INDIVIDUALS AND FAMILIES TOWARD SELF-SUFFICIENCY. JFCS PROVIDES COUNSELING SERVICES TO CHILDREN AND FAMILIES, YOUTH SERVICES TO STUDENTS AND TO AT-RISK CHILDREN AT SCHOOL OR IN THEIR HOME, POVERTY AND HOMELESSNESS REDUCTION SERVICES, SERVICES TO VETERANS AND SENIOR OUTREACH AND CAREGIVER SERVICES AS WELL AS BEREAVEMENT, INCLUDING HOSPITAL VISITATION SERVICES AND HOLOCAUST CASE MANAGEMENT SERVICES TO THE JEWISH COMMUNITY. DURING THE PAST FISCAL PERIOD JFCS ENTERED INTO AN AGREEMENT TO PROVIDE CANCER SUPORT SERVICES TO PATIENTS AND THEIR CAREGIVERS WITH SARASOTA MEMORIAL HOSPITAL. JFCS ALSO EXPANDED ITS CRISIS TEAM SERVICES INTO MANATEE COUNTY. 5000 JEWISH FEDERATION OF SARASOTA-MANATEE INC 580 MCINTOSH ROAD SARASOTA FL 34232 PC TO STRENGTHEN JEWISH LIFE AND IDENTITY IN OUR COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED AND PROMOTE SUPPORT FOR ISRAEL. 5000 KEY CHORALE INC 1900 MAIN STREET SUITE 211 SARASOTA FL 34236 PC DEDICATED TO TRANSFORMING LIVES THROUGH INNOVATIVE PROGRAMMING, ARTISTIC EXCELLENCE, EDUCATIONAL OUTREACH AND SERVICE TO THE COMMUNITY. 3000 LIBRARY FOUNDATION OF SARASOTA COUNTY INC 1358 FRUITVILLE ROAD SUITE 310 SARASOTA FL 34236 PC MISSION IS TO CHAMPION STRONG PUBLIC LIBRARIES, SUPPORT INNOVATION AND HELP EXTEND THE LIBRARY SYSTEM'S REACH FOR EVERYONE IN SARASOTA. 3750 MARIE SELBY BOTANICAL GARDENS INC 1534 MOUND STREET SARASOTA FL 342367726 PC TO PROVIDE BAYFRONT SANCTUARIES CONNECTING PEOPLE WITH AIR PLANTS OF THE WORLD, NATIVE NATURE, AND OUR REGIONAL HISTORY. 5000 NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED DBA NCJW 2055 L ST NW 650 WASHINGTON DC 20036 PC INSPIRED BY JEWISH VALUES, THE NATIONAL COUNCIL OF JEWISH WOMEN IS A GRASSROOTS ORGANIZATION OF VOLUNTEERS AND ADVOCATES WHO STRIVE FOR SOCIAL JUSTICE BY IMPROVING THE QUALITY OF LIFE FOR WOMEN, CHILDREN, AND FAMILIES, AND BY SAFEGUARDING INDIVIDUAL RIGHTS AND FREEDOMS. 3000 NEURO CHALLENGE FOUNDATION INC 722 APEX ROAD SUITE A SARASOTA FL 34240 PC TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH PARKINSON'S AND THEIR CAREGIVERS, TODAY. 3000 PINES OF SARASOTA FOUNDATION INC 1501 N ORANGE AVENUE SARASOTA FL 34236 PC TO PROVIDE FINANCIAL SUPPORT TO THE PINES OF SARASOTA, INC., A NOT-FOR-PROFIT PROVIDER OF SKILLED NURSING SERVICES FOR INDIVIDUALS IN SARASOTA COUNTY WHO HAVE LIMITED FINANCIAL RESOURCES. 3000 PINEWOODS CAMP INC 80 CORNISH FIELD ROAD PLYMOUTH MA 02360 PC TO PROVIDE A DANCE FACILITY FOR TAX EXEMPT ORGANIZATIONS TEACHING DANCE. 3000 PLANNED PARENTHOOD 736 CENTRAL AVENUE SARASOTA FL 34236 PC TO PROVIDE EXCEPTIONAL REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES, HONEST EDUCATION AND ADVOCACY FOR ALL. 3000 RINGLING COLLEGE OF ART AND DESIGN INC 2700 N TAMIAMI TRAIL SARASOTA FL 34234 PC RINGLING COLLEGE OF ART AND DESIGN IS A SMALL, PRIVATE COLLEGE OFFERING PROGRAMS LEADING TO DEGREES THAT PREPARE STUDENTS TO BE DISCERNING VISUAL THINKERS AND ETHICAL PRACTITIONERS IN THEIR CHOSEN AREA OF ART AND DESIGN. RINGLING'S CURRICULUM BALANCES THE TEACHING OF TECHNICAL KNOWLEDGE AND SKILLS WITH THE DEVELOPMENT OF CRITICAL, CONCEPTUAL, AND CREATIVE ABILITIES AND SUPPORTS COURSES THAT PROVIDE HISTORICAL, MULTICULTURAL, GLOBAL, AND FUTURE PERSPECTIVES. IN ADDITION TO ITS DEGREE PROGRAM, RINGLING COLLEGE OFFERS COURSES, LECTURES, EXHIBITIONS, AND OTHER ART-RELATED SERVICES TO THE LOCAL AND REGIONAL COMMUNITY THROUGH ITS GALLERY, LIBRARY, CONTINUING EDUCATION, AND COMMUNITY SERVICE PROGRAMS. 2500 SARASOTA ART MUSEUM 1001 S TAMIAMI TRAIL SARASOTA FL 34236 PC TO SERVE AS A CATALYST FOR APPRECIATION AND UNDERSTANDING OF CONTEMPORARY ART. THE MUSEUM AIMS TO INSPIRE NEW IDEAS AND WAYS OF BEING THROUGH TRANSFORMATIVE, RELEVANT, AND PIONEERING EXHIBITIONS AND PROGRAMS. IT FOCUSES ON EDUCATION, EXPOSURE, AND EXPERIMENTATION TO CULTIVATE DISCERNING VISUAL THINKERS AND ETHICAL CITIZENS 2500 SARASOTA OPERA ASSOCIATION INC 61 N PINEAPPLE AVENUE SARASOTA FL 34236 PC TO PRODUCE OUTSTANDING OPERA TRUE TO THE VISION OF THE COMPOSER, TO ENTERTAIN, ENRICH, AND EDUCATE THE COMMUNITIES IN SOUTHWEST FLORIDA AS WELL AS PATRONS FROM ACROSS THE STATE AND AROUND THE WORLD. 6000 SARASOTA-MANATEE JEWISH HOUSING COUNCIL DBA AVIVA-A CAMPUS FOR SENIOR LIFE 1955 HONORE AVENUE SARASOTA FL 34235 PC THE ORGANIZATION FOSTERS AND PROMOTES DEVELOPMENT OF HOUSING AND RELATED SERVICES TO MEET THE NEEDS OF SENIOR ADULTS. 4000 THE CIRCUS ARTS CONSERVATORY INC (FORMERLY CIRCUS SARASOTA INC) 2075 BAHIA VISTA STREET SARASOTA FL 34239 PC TO ENGAGE AND EDUCATE STUDENTS USING UNIQUE AND INNOVATIVE LEARNING PROGRAMS, TO MEASURABLY IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS IN CARE COMMUNITIES, AND TO ADVANCE THE EXTRAORDINARY LEGACY AND HERITAGE OF THE CIRCUS. 3000 THE JOHN & MABLE RINGLING MUSEUM OF ART FOUNDATION INCORPORATED 5401 BAY SHORE ROAD SARASOTA FL 34243 PC A DIRECT-SUPPORT ORGANIZATION AS DEFINED IN FLORIDA STATUTE 1004.45 FOR THE BENEFIT OF THE JOHN & MABLE RINGLING MUSEUM OF ART. THE MUSEUM, AS THE STATE ART MUSEUM OF FLORIDA, IS OPERATED BY FLORIDA STATE UNIVERSITY AND FEATURES AN HISTORIC MANSION, ART MUSEUM, CIRCUS MUSEUM, HISTORIC THEATER, AND REFERENCE LIBRARY, SITUATED ON 66 ACRES OF BAY FRONT PROPERTY IN SARASOTA. THE RINGLING FOUNDATION PROVIDES FINANCIAL AND ADMINISTRATIVE SUPPORT TO THE MUSEUM IN ORDER TO ENHANCE AND ENRICH THE EXPERIENCE OF ITS GUESTS. EXAMPLES OF THE SUPPORT FROM THE FOUNDATION INCLUDE SPECIAL EXHIBITIONS, EDUCATION PROGRAMS FOR STUDENTS AND ADULTS, MUSIC, DANCE, DRAMA, AND CIRCUS PROGRAMS. THE MUSEUM IS THE LARGEST MUSEUM/UNIVERSITY COMPLEX IN THE UNITED STATES AND SERVES AS THE LEGACY OF JOHN AND MABLE RINGLING-- A PLACE OF ART, ARCHITECTURE, AND CIRCUS IN AN ENVIRONMENT THAT INSPIRES, EDUCATES, AND ENTERTAINS. 2500 WILLIAM J BRENNAN CENTER FOR JUSTICE INC 120 BROADWAY 1750 NEW YORK NY 10271 PC A NONPARTISAN LAW AND POLICY INSTITUTE THAT SEEKS TO IMPROVE THE AMERICAN SYSTEMS OF DEMOCRACY AND JUSTICE. 3000 95250 0 14 30949 18 26796 0 57745 0 57745 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX SERVICES 8603 0 8603 DODGE & COX INCOME FUND 62568 56472 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO 49810 45749 ARTISAN HIGH INCOME FUND 40000 35512 ISHARES 1-3 YEAR TREASURY BOND ETF 81378 81980 FEDERATED HERMES ULTRASHORT BOND FUND 30000 30594 LOCKHEED MARTIN CORP. 9824 12634 UNION PACIFIC CORP. 3325 5473 WASTE MANAGEMENT INC. 3085 6659 AMAZON.COM INC. 13667 34005 DELTA AIR LINES INC. 7358 12887 HOME DEPOT INC. 6144 9725 LULULEMON ATHLETICA INC. 5215 7648 MARRIOTT INTERNATIONAL INC. 6285 15063 NETFLIX INC. 5981 22283 TJX COS INC. 8046 15343 WALT DISNEY CO. 11215 13362 COSTCO WHOLESALE CORP. 7220 22907 WALMART INC. 2652 9487 CHEVRON CORP. 4371 8546 BANK OF AMERICA CORP. 10182 15778 BERKSHIRE HATHAWAY INC. 10235 20851 BLACKROCK INC. 2708 6151 GOLDMAN SACHS GROUP INC. 4558 13170 MORGAN STANLEY 2412 8675 PROLOGIS INC. 9589 7188 JOHNSON & JOHNSON 9262 9690 THERMO FISHER SCIENTIFIC INC. 7211 10925 UNITEDHEALTH GROUP INC. 2469 5059 ALPHABET INC. 8962 24609 APPLE INC. 5162 53590 MICROSOFT CORP. 9668 42150 NVIDIA CORP. 3446 40287 SALESFORCE.COM INC. 5253 11033 VISA INC. 4159 10745 NEXTERA ENERGY INC. 8443 10037 ISHARES CORE S&P MID-CAP ETF 57633 105927 CONESTOGA SMALL CAP FUND 22162 34230 ISHARES CORE S&P SMALL-CAP ETF 42372 57610 MFS INTERNATIONAL INTRINSIC VALUE FUND 40000 42769 INFINITY Q DIVERSIFIED ALPHA FUND 16689 97 FREEPORT-MCMORAN INC. 8046 8758 AT&T INC. 15981 18649 SHOPIFY INC. 10378 16481 SIMON PROPERTY GROUP INC. 5539 7405 BLACKSTONE INC. 5259 12069 ELI LILLY & CO. 8419 19300 REGENERON PHARMACEUTICALS INC. 3157 3562 ADVANCED MICRO DEVICES INC. 8748 11475 PALO ALTO NETWORKS INC. 4630 10918 QUALCOMM INC. 10395 13058 CALAMOS MARKET NEUTRAL INCOME FUND 35000 35645 PARKER HANNIFIN CORP. 7696 12721 UBER TECHNOLOGIES, INC. 6678 8445 CONSTELLATION BRANDS, INC. 6063 5525 EXXON MOBIL CORP. 8377 9143 CITIGROUP, INC. 16159 21821 REGIONS FINANCIAL CORP. 5577 7526 ABBOTT LABORATORIES 10678 11877 GILEAD SCIENCES INC. 11293 13394 ORACLE CORP. 20473 29162 NISOURCE, INC. 8412 11763 GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF 44263 60615 TWEEDY BROWNE INTERNATIONAL VALUE FUND 40000 37922 DODGE & COX EMERGING MARKETS STOCK FUND 35000 38593 FIDELITY EMERGING MARKETS INDEX FUND 50000 50192 INFINITY Q DIVERSIFIED ALPHA SPECIAL RESERVE AT COST 0 2875 RETURN OF CAPITAL 171 BANK FEES 34 0 34 OFFICE EXPENSE 205 0 205 INVESTMENT MANAGEMENT FEES 13833 13833 0 FOREIGN TAXES 416 416 0