2025-04-11T17:24:56-05:00 2024-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2024-01-01 650314860 JOHN O & HELEN YOUNGER CHARITABLE TRUST C/O CALDWELL TRUST COMPANY TRUSTEE JOHN 9419269336 27 S ORANGE AVE SARASOTA FL 34236 CALDWELL TRUST COMPANY TRUSTEE 9419269336 2025-04-06 1 1 REBECCA U STONER P00585910 9413654617 2024 2025-03-06 01:10:19Z X 871024 X X 11810 11810 48033 58652 48033 59843 59843 5569 5569 0 1755 0 1755 7324 5569 1755 72338 72338 79662 5569 74093 -19819 54274 30745 21645 21645 247435 236816 827583 24648 24648 21377 519 419 419 303347 283528 871024 0 0 X 303347 283528 303347 283528 303347 283528 303347 -19819 0 283528 0 283528 PUBLICLY TRADED SECURITIES P 58652 10619 48033 48033 48033 754 0 754 0 754 123 0 0 0 123 17 648 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A CALDWELL TRUST COMPANY 9419269336 27 S ORANGE AVE SARASOTA FL 34236 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CALDWELL TRUST COMPANY 27 S ORANGE AVE SARASOTA FL 34236 TRUSTEE 20.00 5569 0 0 NONE 0 NONE 0 THE SINGLE PURPOSE OF THE FOUNDATION IS TO FUND A SCHOLARSHIP PROGRAM AT LAWRENCE UNIVERSITY (WI) FOR NEEDY STUDENTS 72338 0 765776 15163 0 780939 0 0 780939 11714 769225 38461 38461 754 754 37707 0 37707 0 37707 74093 0 74093 37707 0 0 1047 40350 38732 51745 132 132006 74093 0 0 0 37707 36386 0 0 168392 0 0 0 0 0 0 1047 167345 40350 38732 51745 132 36386 X LAWRENCE UNIVERSITY PO BOX 599 APPLETON WI 54912 NONE PC SCHOLARSHIPS 72338 72338 0 14 11810 18 48033 0 59843 0 59843 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1755 0 1755 ISHARES 5-10 YR INV GRADE CORP BD ETF 24648 21377 ALPHABET INC 11668 56790 AMAZON 8132 46949 AMGEN INC 9977 14335 APPLE INC 7773 49834 BLACKROCK INC 13883 33829 CATERPILLAR 2034 36276 CHEVRON CORP 5685 7242 COSTCO WHOLESALE 10085 41232 JOHNSON & JOHNSON 5257 14462 JP MORGAN CHASE 13062 35956 MASTERCARD 15239 20010 MCDONALDS RESTAURANT 3104 28989 MERCK & CO 7286 24870 MICROSOFT CORP 3076 48472 MORGAN STANLEY 10133 25144 NETFLIX 15447 30305 PROCTER & GAMBLE CO 3837 17939 QUANTA SERVICES 12355 19595 SALESFORCE.COM 12658 48478 UNITED HEALTH GROUP 10394 25293 VANGUARD FTSE DEVELOPED MARKETS 19797 23910 WALMART INC 4220 36592 NEXTERA ENERGY 9790 10037 NVIDIA CORP 8578 111595 HOME DEPOT 13346 19449 DIVIDENDS/INTEREST RECEIVABLE 519 419 419