2025-02-25T11:57:34-08:00 2023-12-31 592966588 Piper Hawkins & Company 330 S Pineapple Ave Ste106 Sarasota FL 34236 990PF 2023-01-01 521772480 KBR FOUNDATION INC KBRF 9419071268 7314 EDENMORE STREET LAKEWOOD RANCH FL 34202 JOSEPH P BORNSTEIN President 2025-02-25 true true Christopher T Wailand CPA ABV P01527696 9413661040 2023 2025-03-06 01:10:19Z X 3282935 X X 72888 72888 776824 1946031 776824 849712 849712 111000 44000 66600 10945 5473 5472 850 425 425 12247 12247 7622 1905 5717 10946 10946 153610 64050 89160 226500 226500 380110 64050 315660 469602 785662 161461 179599 179599 113379 108948 108948 153197 859977 939283 2385385 2140500 2055105 2813422 3289024 3282935 30000 36000 30000 36000 X 2783422 3253024 2783422 3253024 2813422 3289024 2783422 469602 3253024 3253024 CHARLES SCHWAB #6487 S/T COVERED P 2023-01-01 2023-12-31 17639 15701 1938 1938 CHARLES SCHWAB #6487 L/T COVERED P 2022-01-01 2023-12-31 1016220 934898 81322 81322 CHARLES SCHWAB #6487 L/T NON-COVERED P 2022-01-01 2023-12-31 905680 218608 687072 687072 CAPITAL GAIN DISTRIBUTIONS P 6492 6492 6492 776824 10921 10921 10921 X 363 11284 0 false false false false false false false true true FL VA true false false false false true N/A JOSEPH P BORNSTEIN 9419071268 7314 EDENMORE STREET LAKEWOOD RANCH FL 34202 false false false false false false false false false false false false false false false false false false false false false false JOSEPH P BORNSTEIN 7314 EDENMORE STREET LAKEWOOD RANCH FL 34202 President 10.00 90000 10945 HERBERT S ROSENBLUM 7314 EDENMORE STREET LAKEWOOD RANCH FL 34202 Vice President 10.00 20000 ANDREA SOLOMON-GUTIERREZ 7314 EDENMORE STREET LAKEWOOD RANCH FL 34202 Director 10.00 500 TODD BORNSTEIN 7314 EDENMORE STREET LAKEWOOD RANCH FL 34202 Director 10.00 500 NONE NONE 3092865 170530 0 3263395 0 3263395 48951 3214444 160722 160722 10921 10921 149801 149801 149801 315660 315660 149801 206920 148885 194635 199138 182401 931979 315660 0 149801 165859 1097838 0 206920 890918 148885 194635 199138 182401 165859 X AUDUBON NATURALIST SOCIETY 8940 JONES MILL ROAD CHEVY CHASE MD 20815 NONE PC SANCTUARY WATERSHED ADVENTURE PROGRAM 10000 AVIVA SENIOR LIVING 1951 N HONORE AVE SARASOTA FL 34235 NONE PC GENERAL 25000 DREAM PROJECT INC PO BOX 7419 ARLINGTON VA 22207 NONE PC GENERAL FUND 20000 JACOBS FUND 1630 TIPPERARY DRIVE MIDDLETOWN OH 45042 NONE PC GENERAL 7500 JEWISH FAMILY CHILDREN SERVICES 2688 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC CAMP MARIPOSA 20000 MANATEE COUNTY HABITAT FOR HUMANITY 4105 CORTEZ ROAD WEST BRADENTON FL 34205 NONE PC GENERAL 5000 MEALS ON WHEELS PLUS 811 23RD AVENUE EAST BRADENTON FL 34208 NONE PC GENERAL 8000 N STREET VILLAGE 1333 N STREET NW WASHINGTON DC 20005 NONE PC GENERAL 10000 NATIONAL CENTER FOR CHILDREN FAMILI 6301 GREENTREE RD BETHESDA MD 20817 NONE PC GENERAL 1500 NORTHERN VIRGINIA FAMILY SERVICES 10455 WHITE GRANITE DR S-100 OAKTON VA 22124 NONE PC GENERAL 5000 PROJECT PROSPER 13575 58TH ST N 107 CLEARWATER FL 33760 NONE PC GENERAL 5000 SCHOLARSHIP FUND OF ALEXANDRIA 3330 KING STREET ALEXANDRIA VA 22302 NONE PC GENERAL 16000 SEEC 8905 FAIRVIEW RD S-300 SILVER SPRING MD 20910 NONE PC SING STAR SPONSORSHIP 2500 SHADY GROVE MEDICAL CENTER 9901 MEDICAL CENTER DR ROCKVILLE MD 20850 NONE PC GENERAL 5000 SO OTHERS MAY EAT 71 O STREET NW WASHINGTON DC 20001 NONE PC GENERAL 7500 SOUTHEASTERN GUIDE DOGS 4210 77TH STREET E PALMETTO FL 34221 NONE PC GENERAL 2500 ALEXANDRIA SYMPHONY ORCHESTRA 2121 EISENHOWER AVE 608 ALEXANDRIA VA 22314 NONE PC GENERAL 2500 ALL FAITHS FOOD BANK 8171 BLAIKIE COURT SARASOTA FL 34240 NONE PC GENERAL 5000 MATT'S KINDNESS RIPPLES ON 1B CANVASSBACK CT BERLIN MD 21811 PC GENERAL 1000 ALEXANDRIA BOYS AND GIRLS CLUB 4103 BENNING ROAD NE WASHINGTON DC 20019 PC GENERAL 5000 ASALH 2014 EDGEWATER DRIVE 123 ORLANDO FL 32804 PC RANDY RONKIN SCHOLARSHIP 10000 BOOKS FOR KIDS 2824 STEINWAY STREET 172 ASTORIA NY 11103 PC GENERAL 7500 TIDEWELL FOUNDATION INC 3550 S TAMIAMI TRAIL SARASOTA FL 34238 PC BLUE BUTTERFLY PROGRAM 10000 LIFELINE PRODUCTIONS INC 464 GOLDEN GATE POINT UNIT 302 SARASOTA FL 34236 NONE PC GENERAL 10000 ROSWELL PARK ALLIANCE FOUNDATION ELM AND CARLTON STREETS BUFFALO NY 14263 NONE PC GENERAL 2000 THE TREE HOUSE CHILD ADVOCACY 7300 CALHOUN PLACE SUITE 500 ROCKVILLE MD 20855 NONE PC GENERAL 3000 OUTREACH PROJECT 11665 COLLIER BLVD NAPLES FL 34116 NONE PC GENERAL 20000 226500 14 72888 18 776824 849712 849712 false false false false false false false false false false ACCOUNTING FEES 850 425 0 425 SEE ATTACHED - EQUITIES 859977 939283 SEE ATTACHED - MUTUAL FUNDS AT COST 771029 692403 SEE ATTACHED - EXCHANGE TRADED FUNDS AT COST 1369471 1362702 OFFICE/SUPPLIES 9684 9684 TRAVEL 1262 1262 MANAGEMENT FEES 12247 12247 0 0 ANNUAL REPORT 525 131 394 PAYROLL TAXES 7097 1774 5323