2025-11-11T16:37:13-05:00 2025-07-31 HURRICANE DEBBY/HURRICANE MILTON 200396831 MYERS & COMPANY 2523 STICKNEY POINT RD SARASOTA FL 34231 990PF 2024-08-01 822300696 EVERETT W ERDOESY & GRETHA M ERDOESY FOUNDATION EVER 9419545772 3665 BEE RIDGE ROAD 300 SARASOTA FL 34233 JONATHAN ANDERSON TRUSTEE 9419545772 2025-11-05 true BRENT J MYERS CPA P00327240 9419234085 2025-11-05 2024 2025-03-06 01:10:19Z HURRICANE DEBBY/HURRICANE MILTON X 1835748 X X 568 568 568 40815 40815 40815 244360 623345 23483 285743 64866 41383 40000 40000 40000 3200 3200 3200 17964 17964 17964 314 314 314 61478 61478 61478 0 105500 105500 166978 61478 61478 105500 118765 3388 41900 47647 47647 1265931 1376500 1788101 1307831 1424147 1835748 0 X 1307831 1424147 1307831 1424147 1307831 1424147 1307831 118765 1426596 2449 1424147 23483 47 47 47 47 false false false false false false false true FL true true false false false true N/A JONATHAN ANDERSON 9419545772 3665 BEE RIDGE RD 300 SARASOTA FL 34233 false false false false false false false false false false false false false false false false false false false false JONATHAN ANDERSON 3665 BEE RIDGE RD 300 SARASOTA FL 34233 TRUSTEE 5.00 20000 0 0 WAYNE F SEITL 3665 BEE RIDGE RD 300 SARASOTA FL 34233 TRUSTEE 5.00 20000 0 0 NONE NONE IN ACCORDANCE WITH EXEMPTION APPLICATION, GRANTS ARE DIRECTED TO INCLUDE, BUT NOT LIMITED TO BENEFIT LOCAL ENVIRONMENTAL CONSERVATION AND RESEARCH, LOCAL WOMEN'S AND CHILDREN'S HEALTH INITIATIVES AND TO BENEFIT THE COLLEGE OF VETERINARY MEDICINE OF NC STATE UNIVERSITY, RALEIGH, NORTH CAROLINA. IN FISCAL YEAR 2024/2025, VARIOUS CHARITABLE ORGANIZATIONS WERE PROVIDED 105,500. 105500 N/A 1706077 44774 77989 1828840 1828840 27433 1801407 90070 X 105500 105500 105500 105500 105500 X 0 39675 40977 44865 125517 33724 34830 38135 106689 105500 112000 89500 102000 409000 105500 112000 89500 102000 409000 60047 58219 55541 65391 239198 JONATHAN T ANDERSON TTEE 3665 BEE RIDGE RD 300 SARASOTA FL 34233 9419545772 JONATHAN@WSA-LAW.COM CONTACT JON ANDERSON, TRUSTEE NOT APPLICABLE NOT APPLICABLE NC VETERINARY MEDICAL FOUNDATION CAMPUS BOX 7207 RALEIGH NC 276957207 N/A 509(A)(1) RESEARCH 35000 HARVEST HOUSE 3650 17TH ST SARASOTA FL 34235 N/A 501(C)(3) GENERAL 2500 GIRLS INC OF SARASOTA 201 S TUTTLE AVE SARASOTA FL 34237 N/A 501(C)(3) GENERAL 25000 MOTHERS HELPNG MOTHERS 5933 N WASHINGTON BLVD SARASOTA FL 34243 N/A 501(C)(3) GENERAL 25000 MARIE SELBY GARDENS 1534 MOUND ST SARASOTA FL 34236 N/A 501(C)(3) GENERAL 6500 PINE VIEW SCHOOL 1 PYTHON PATH OSPREY FL 34229 N/A PUBLIC SCH GENERAL 6500 OPERATION PATRIOT SUPPORT 540 48TH ST CT E BRADENTON FL 34208 N/A 501(C)(3) GENERAL 5000 105500 568 14 40815 14 23483 220877 64298 221445 285743 false false false false false false false false false false 3200 3200 3200 JPM INTL EQUITY 2019-07 PURCHASE 2024-10 27924 23483 4441 JPM GRW ADVTG 2020-03 PURCHASE 2024-10 101169 46152 55017 JPM GRW ADVTG 2020-03 PURCHASE 2024-11 20000 8704 11296 NEW WRLD F2 2020-03 PURCHASE 2024-10 22656 14469 8187 WISDOM US TTL DIV 2020-03 PURCHASE 2024-10 15653 7820 7833 WISDOM US TTL DIV 2020-03 PURCHASE 2024-11 21373 10557 10816 ALPS OSHS US SMALLCAP 2020-07 PURCHASE 2025-01 53532 32220 21312 INVESCO S&P MIDCAP 2020-01 PURCHASE 2025-01 35400 31696 3704 JPM GRW ADVTG 2020-03 PURCHASE 2025-01 89500 41546 47954 WISDOMTREE US TTL DIVD 2020-03 PURCHASE 2025-01 110607 56695 53912 OCN PK TACT CORE 2023-01 PURCHASE 2025-01 37000 38042 -1042 OCN PK TACT CORE 2023-08 PURCHASE 2025-06 60680 63147 -2467 OCN PK TACT CORE 2024-12 PURCHASE 2025-06 4368 4454 -86 MUTUAL FDS, ETFS, AND CLOSED END FDS AT COST 1336960 1710974 NON TRADED REIT AT COST 39540 77127 OTHER BASIS ADJUSTMENTS 2449 ADVISORY FEES 17929 17929 17929 SPEC PRODUCT FEE 35 35 35 INCOME TAXES 314 314 314