2025-02-10T07:50:33-06:00 2024-12-31 341653424 STAN BAZAN & COMPANY 8748 BRECKSVILLE RD 128 BRECKSVILLE OH 44141 990PF 2024-01-01 341496755 THE ANNE & LEIGH PERKINS FOUNDATION (FORMERLY THE LEIGH H PERKINS FDN) PERK 2163800451 5097 WEST LAKE ROAD MONTICELLO FL 32344 ANNE H PERKINS PRESIDENT 2163080451 2025-02-10 1 0 STACEY M GARDELLA P00963657 2163287800 2024 2025-03-06 01:10:19Z X 7227685 X X 94707 94707 218539 345143 218539 313246 313246 0 0 0 3110 0 3110 33129 33129 0 550 0 0 710 0 710 37499 33129 3820 295000 295000 332499 33129 298820 -19253 280117 72136 110540 62183 62183 1464153 1565393 7165502 1646829 1627576 7227685 0 0 X 1646829 1627576 0 0 0 0 1646829 1627576 1646829 1627576 1646829 -19253 0 1627576 0 1627576 FIDELITY INVESTMENTS TRADED SECURITIES P 2017-08-26 2024-03-05 179049 66870 112179 112179 FIDELITY INVESTMENTS TRADED SECURITIES P 2008-11-06 2024-05-17 166094 59734 106360 106360 218539 3894 0 3894 0 3894 2000 0 0 0 2000 0 1894 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A ANNE H PERKINS 2163080451 5097 WEST LAKE ROAD MONTICELLO FL 32344 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE HOLLIS PERKINS 5097 WEST LAKE ROAD MONTICELLO FL 32344 PRESIDENT 0.00 0 0 0 SLOCUMB HOLLIS PERRY 5097 WEST LAKE ROAD MONTICELLO FL 32344 V. PRESIDENT 0.00 0 0 0 ANNE HOLLIS PERKINS 5097 WEST LAKE ROAD MONTICELLO FL 32344 CO-TRUSTEE 0.00 0 0 0 SLOCUMB HOLLIS PERRY 5097 WEST LAKE ROAD MONTICELLO FL 32344 CO-TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 6998410 258778 0 7257188 0 0 7257188 108858 7148330 357417 357417 3894 3894 353523 0 353523 0 353523 298820 0 298820 353523 294738 0 0 298820 294738 0 0 4082 0 0 0 0 0 0 0 0 349441 0 0 0 ANNE HOLLIS PERKINS ANNE H PERKINS 5097 WEST LAKE ROADD MONTICELLO FL 32344 2163080451 NO SPECIFIC GUIDELINES NONE NONE ASTORIA PARK CONSERVANCY 25 JOHNNY COUNTS ROAD JACKSON WY 83001 NONE PUBLIC PHILANTHROPIC 5000 BONEFISH & TARPON TRUST 2937 SW 27TH AVENUE MIAMI FL 33133 NONE PUBLIC PHILANTHROPIC 20000 CAPTAINS FOR CLEAN WATER 2031 JACKSON STREET FORT MYERS FL 33901 NONE PUBLIC PHILANTHROPIC 20000 DORSET THEATER FESTIVAL 2024 PO BOX 510 DORSET VT 05251 NONE PUBLIC PHILANTHROPIC 2000 ELEPHANT SANCTUARY IN TENNESSEE PO BOX 393 HOHENWALD TN 38462 NONE PUBLIC PHILANTHROPIC 25000 FLORIDA WILDLIFE CORRIDOR FOUNDATION 2606 FAIRFIELD AVE S BUIDLING 7 ST PETERSBURG FL 33712 NONE PUBLIC PHILANTHROPIC 5000 GREEN MOUNTAIN ACADEMY FOR LIFELONG LEARING PO BOX 129 DORSET VT 05251 NONE PUBLIC PHILANTHROPIC 2500 INTERNATIONAL CRANE FOUNDATION E11376 SHADY LANE ROAD PO BOX 447 BARABOO WI 53913 NONE PUBLIC PHILANTHROPIC 500 LIVINGSTON HEALTHCARE FOUNDATION 320 ALPENGLOW LANE LIVINGSTON MT 59047 NONE PUBLIC PHILANTHROPIC 5000 SOUTHERN VERMONT ARTS CENTER PO BOX 617 MANCHESTER VT 05254 NONE PUBLIC PHILANTHROPIC 5000 TALL TIMBERS-LEIGH PERKINS CONSERVATION EDUCATION CTR 13093 HENRY BEADEL DRIVE TALLAHASSEE FL 32312 NONE PUBLIC PHILANTHROPIC 200000 WILD BIRD FUND 565 COLUMBUS AVENUE NEW YORKK NY 10024 NONE PUBLIC PHILANTHROPIC 5000 295000 0 94707 218539 0 0 313246 313246 3 ASSETS HELD FOR INVESTMENT PURPOSES 4 ASSETS HELD FOR INVESTMENT PURPOSES 8 ASSETS HELD FOR INVESTMENT PURPOSES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3110 0 3110 ABBOTT-LABORATORIES 1000 SHS. 18979 113110 ABBVIE INC. 500 SHS. 10347 88850 ALPHABET INC. 1700 SHS. 45399 323748 AMAZON INC 200 SHS. 33226 43878 AMGEN INC 500 SHS. 83965 130320 BERKSHIRE HATHAWAY INC. 4735 SHS. 107982 2146281 COCA-COLA 4,700 SHS. 135977 292622 HOME DEPOT 500 SHS. 125840 194495 HP INC 1125 SHS. 31318 36709 INTEL CORP. 3,000 SHS. 14079 60150 JOHNSON & JOHNSON 1,400 SHS. 130887 202468 JP MORGAN CHASE 2000 SHS. 81555 479420 KROGER CO. 2000 SHS. 61081 122300 LOWES COMPANIES INC. 300 SHS, 49660 74040 MERCK & CO 1425 SHARES 156394 141759 MICROSOFT 4,200 SHS. 124635 1770300 NVIDIA CORP 2200 SHS. 49319 295438 PFIZER INC. 850 SHS. 13327 22551 PROCTOR & GAMBLE CO. 1250 SHS. 45021 209563 SYNCHRONY FIN'L 1,314 SHS. 26485 85410 TARGET CORP. 1000 SHS. 65488 135180 UNITED PARCEL SERVICE B 450 SHS. 33807 56745 VIATRIS INC. 496 SHS. 3587 6175 ELI LILLY & CO 100 SHS. 77772 77200 ALPHABET INC. CLASS A 300 SHS. 39263 56790 STATE OF OHIO FILING CHARGES 200 0 200 BANK FEES 510 0 510 INVESTMENT FEES 33129 33129 0 FEDERAL TAXES 550 0 0