2025-08-06T13:03:27-05:00 2024-12-31 591954606 CAVANAUGH & CO LLP 2381 FRUITVILLE ROAD SARASOTA FL 34237 990PF 2024-01-01 656259550 PATRICIA J BUSTER FOUNDATION CHARITABLE TRUST PATR 9413762276 15 PARADISE PLAZA PMB 225 SARASOTA FL 34239 WILLIAM E GAYLOR III TRUSTEE 9413762276 2025-06-09 1 0 MICHAEL R PENDER P00850742 9413662983 2025-06-09 2024 2025-03-06 01:10:19Z X 4819799 X X 73607 73607 73607 34437 34437 34437 801876 2946376 801876 909920 909920 108044 72297 72297 0 72297 2750 2750 0 2750 19738 19738 0 19738 411 411 0 411 1633 1633 0 1633 96829 96829 0 96829 130000 130000 226829 96829 0 226829 683091 813091 108044 267903 287794 4247 999649 2450837 3359576 1982112 1201726 1168182 10838 1767 0 3260502 3654330 4819799 0 0 X 6089271 6089271 0 0 -2828769 -2434941 3260502 3654330 3260502 3654330 3260502 683091 0 3943593 289263 3654330 CALDWELL TRUST COMPANY A/C#5060 P 192801 170179 22622 22622 CALDWELL TRUST COMPANY A/C#5060 P 2512820 1810159 702661 702661 NEXTERA ENERGY, 1000 UNITS P 2005-07-29 2024-12-30 71653 10807 60846 60846 CHART INDS INC COM P 2024-01-26 16272 18552 -2280 -2280 PROGRESSIVE CORP COM P 2023-02-02 2024-02-01 9837 7393 2444 2444 PROGRESSIVE CORP COM P 2023-02-02 2024-02-02 17165 12770 4395 4395 CHART INDS INC COM P 2024-01-26 3367 3591 -224 -224 CHARTER COMMUNICATIONS OPER P 2019-07-09 2024-02-01 40000 40000 0 0 NETFLIX INC. P 2020-10-21 2024-03-01 40000 40000 0 0 PROGRESSIVE CORP COM P 2024-02-02 42461 31049 11412 11412 801876 27181 11302 0 11302 0 11302 1753 0 9183 0 10936 11 377 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A WILLIAM E GAYLOR III 9413762276 15 PARADISE PLAZA PMB 225 SARASOTA FL 34239 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM E GAYLOR III 15 PARADISE PLAZA PMB 225 SARASOTA FL 34239 TRUSTEE 10.00 48198 0 0 WILLIAM E GAYLOR JR 15 PARADISE PLAZA PMB 225 SARASOTA FL 34239 TRUSTEE 10.00 24099 0 0 NONE 0 NONE 0 0 3985684 748357 0 4734041 0 0 4734041 71011 4663030 233152 233152 11302 11302 221850 0 221850 0 221850 226829 0 226829 221850 0 0 106871 106010 339913 113754 666548 1333096 226829 0 0 0 221850 4979 0 0 1338075 0 0 0 0 0 0 106871 1231204 106010 339913 113754 666548 4979 X COLORADO COLLEGE 14 E CACHE LA POUDRE ST COLORADO SPRINGS CO 80903 CHARITABLE GIFT 30000 UNIVERSITY OF KENTUCKY UNIVERSITY OF KENTUCKY LEXINGTON KY 40506 CHARITABLE GIFT 30000 SENIOR FRIENDSHIP CENTERS 1888 BROTHER GREENEN WAY SARASOTA FL 34236 CHARITABLE GIFT 30000 MIDWAY UNIVERSITY 512 E STEPHENS ST MIDWAY KY 40347 CHARITABLE GIFT 30000 COMMUNITY FOUNDATION OF SARASOTA COUNTY 2635 FRUITVILLE RD SARASOTA FL 34237 CHARITABLE GIFT 10000 130000 0 73607 34437 801876 0 0 909920 909920 4 PROVIDES FUND FOR THE 501(C)(3) MISSION 8 PROVIDES FUND FOR THE 501(C)(3) MISSION 3 PROVIDES FUND FOR THE 501(C)(3) MISSION 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2750 2750 0 2750 1201726 1168182 2450837 3359576 ACCRUED DIV 1631 0 ACCRUED INT 9207 1767 NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 289263 ADVISORY FEES 19738 19738 0 19738 FOREIGN TAXES 411 411 0 411