2025-04-12T13:12:46-05:00 2024-11-30 592213319 SUPLEE SHEA CRAMER & MILLER PA 800 SOUTH OSPREY AVENUE SARASOTA FL 342367834 990PF 2023-12-01 223693581 RON MORRIS FAMILY FOUNDATION RONM 9413663600 1233 N GULFSTREAM AVE PH-3 SARASOTA FL 34236 DOROTHEA MORRIS TRUSTEE 9413663600 2025-04-10 1 1 THOMAS R CRAMER P00456445 9413663600 2023 2025-03-06 01:10:19Z X 1609616 X X 8097 8097 33716 33716 29169 212389 29169 70982 70982 0 0 0 3335 1668 1667 15290 15290 0 18625 16958 1667 85000 85000 103625 16958 86667 -32643 54024 140827 110804 110804 1045272 1042652 1498812 1186099 1153456 1609616 0 0 X 1044963 1044963 0 0 141136 108493 1186099 1153456 1186099 1153456 1186099 -32643 0 1153456 0 1153456 COLUMBIA FDS SER TR P 2024-04-02 4864 4516 348 348 COLUMBIA FDS SER TR P 2024-04-02 3890 3606 284 284 HARTFORD MUT FDS II P 2023-12-28 2024-04-02 274 260 14 14 HARTFORD MUT FDS II P 2024-04-02 20418 18333 2085 2085 PIONEER FUNDAMENTAL GROWTH FD P 2024-04-02 3032 2645 387 387 ALLSPRING DISCIPLINED CORE FUND P 2022-12-12 2024-04-02 10322 9610 712 712 HARTFORD MUT FDS II P 2024-10-04 148356 144250 4106 4106 CAPITAL GAINS DIVIDENDS P 21233 21233 21233 29169 751 0 751 0 751 47 0 0 0 47 30 734 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A SUPLEE SHEA CRAMER & MILLER PA 9413663600 800 S OSPREY AVE SARASOTA FL 34236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOROTHEA MORRIS 1233 N GULFSTREAM AVE PH-3 SARASOTA FL 34236 TRUSTEE 0.50 0 0 0 LESLEY-ANN MORRIS 1233 N GULFSTREAM AVE UNIT 904 SARASOTA FL 34236 TRUSTEE 0.50 0 0 0 DAVID-JOHN MORRIS 236 BARBADOS AVENUE JUPITER FL 33458 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1452304 161877 0 1614181 0 0 1614181 24213 1589968 79498 79498 751 751 78747 0 78747 0 78747 86667 0 86667 78747 0 0 8745 16101 3318 32026 60190 86667 0 0 0 78747 7920 0 0 68110 0 0 0 0 0 0 8745 59365 16101 3318 32026 7920 X ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 PC GENERAL SUPPORT 2000 ANIMAL RESCUE COALITION 6320 TOWER LANE SARASOTA FL 34240 PC GENERAL SUPPORT 10000 CADMUS LIFESHARING ASSOCIATION 80 MAPLE AVE GREAT BARRINGTON MA 01230 PC GENERAL SUPPORT 1000 FIRST UNITED METHODIST CHURCH 104 S PINEAPPLE AVE SARASOTA FL 34236 PC GENERAL SUPPORT 9000 JUDICIAL WATCH 425 THIRD STREET SW WASHINGTON DC 20024 PC GENERAL SUPPORT 2000 SARASOTA MEMORIAL HOSPITAL FOUNDATION 1515 S OSPREY AVE 4 SARASOTA FL 34239 PC GENERAL SUPPORT 50000 ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PC GENERAL SUPPORT 5000 THE SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 PC GENERAL SUPPORT 1000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC GENERAL SUPPORT 5000 85000 0 14 8097 14 33716 18 29169 0 70982 0 70982 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3335 1668 1667 COLUMBIA FDS SER TR I DIV INC 57628 104326 JOHNSON & JOHNSON 497920 720176 JP MORGAN LARGE CAP GROWTH FUND 43135 117366 PIONEER FUNDAMENTAL GROWTH FD 57222 95192 ALLSPRING DISCIPLINED CORE FD 76816 133702 FEDERATED HRMS KAUFMANN 1072 861 JANUS INVT FD HENDERSON 105404 113281 ISHARES MSCI EAFE SMALL CAP 17499 19706 PIONEER FUND CLASS Y 36740 46741 AMERICAN CENTY INVT TR 149216 147461 RBC ADVISORY FEES 15290 15290 0