2025-03-12T11:30:26-05:00 2024-06-30 341897225 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 990PF 2023-07-01 656220389 SUNSHINE NATURAL WELLBEING FOUNDATION SUNS 9413469678 6547 MIDNIGHT PASS ROAD 19 SARASOTA FL 342422506 D CLARK SWALM JR VP & TREASURER 9413469678 2025-03-11 1 1 BARRY F HOLES P00055337 2392632111 2025-03-11 2023 2025-03-06 01:10:19Z X 17619725 X 50000 271936 271936 -2535 922226 315572 922226 35625 35625 0 1279787 1229787 0 0 0 0 0 33033 3303 0 29730 49732 49732 0 0 2970 2970 0 0 22617 2617 0 0 38435 15075 0 1418 146787 73697 0 31148 750000 750000 896787 73697 0 781148 383000 1156090 0 61567 34113 34113 135293 119093 119093 31483 20929 20929 4354817 4634570 5898536 1128220 1280181 1108509 7977505 8127143 10438545 13688885 14216029 17619725 0 0 X 9769694 9769694 0 0 3919191 4446335 13688885 14216029 13688885 14216029 13688885 383000 144144 14216029 0 14216029 MORAN EDWARDS 475262 475262 SEI 105832 105832 BESSEMER ST -652 -652 BESSEMER LT 14208 14208 FROM K-1 PASSTHROUGH 5TH AVE PRIV EQUITY 11 -37 -37 FROM K-1 PASSTHROUGH 5TH AVE PRIV EQUITY 11 10315 10315 FROM K-1 PASSTHROUGH 5TH AVE REAL ASSETS 3T1 373 373 FROM K-1 PASSTHROUGH 5TH AVE REAL ASSETS 3T1 1522 1522 FROM K-1 PASSTHROUGH 5TH AVE PRIV EQUITY 16 -156 -156 FROM K-1 PASSTHROUGH 5TH AVE PRIV EQUITY 16 -13 -13 CAPITAL GAINS DIVIDENDS P 315572 315572 315572 922226 16070 0 16070 0 16070 20785 0 18000 0 38785 0 22715 22715 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL 1 0 0 0 0 1 N/A HILL BARTH AND KING LLC 2392632111 3838 TAMIAMI TRAIL N SUITE 200 NAPLES FL 34103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 D CLARK SWALM JR 6547 MIDNIGHT PASS ROAD NO 63 SARASOTA FL 34242 VP & TREASURER 10.00 0 0 0 NICOLE B SWALM 6547 MIDNIGHT PASS ROAD NO 63 SARASOTA FL 34242 PRESIDENT & SECRETARY 10.00 0 0 0 JOE COX 9128 STRADA PLACE SUITE 10205 NAPLES FL 34108 TRUSTEE 0.00 0 0 0 BRITTONY SWALM 11307 YORK RD 239 COCKEYVILLE MD 21030 TRUSTEE 2.00 0 0 0 SARINA SWALM 6547 MIDNIGHT PASS ROAD NO 63 SARASOTA FL 34242 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 THE ORGANIZATION IS ENGAGED PRIMARILY IN MAKING GRANTS OF MONEY ON AN ANNUAL BASIS TO OTHER CHARITABLE ORGANIZATIONS THAT ARE CLASSIFIED BY THE IRS AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE 1986 INTERNAL REVENUE CODE 0 0 16979074 262143 0 17241217 0 0 17241217 258618 16982599 849130 849130 16070 16070 833060 0 833060 0 833060 781148 0 781148 833060 749239 0 0 781148 749239 0 0 31909 0 0 0 0 0 0 0 0 801151 0 0 0 D CLARK SWALM JR NICOLE B SWALM D CLARK SWALM JR 6547 MIDNIGHT PASS ROAD SUITE 19 SARASOTA FL 34242 9413469678 LETTER FORM WITH EXEMPTION CERTIFICATE ATTACHED NONE NONE CORAL RESTORATION FOUNDATION INC 89111 OVERSEAS HIGHWAY TAVERNIER FL 33070 NONE OTHER PUBLIC CHARITY CONTRIBUTION 459900 EQUINE ASSISTED THERAPIES OF SOUTH FLORIDA 3600 W SAMPLE ROAD COCONUT CREEK FL 33073 NONE OTHER PUBLIC CHARITY CONTRIBUTION 290100 750000 0 14 271936 16 -2535 14 35625 18 922226 0 1227252 0 1227252 0 0 0 0 0 0 0 0 0 0 X X 1 D CLARK SWALM 6547 MIDNIGHT PASS RD 63 SARASOTA FL 34242 50000 X ACCOUNTING 33033 3303 0 29730 SEI-CORE FIXED INCOME FUND 950595 818039 SEI-INTL FIXED INCOME FUND 329586 290470 CORPORATE STOCKS - BESSEMER 511464 873650 MORAN EDWARDS 4123106 5024886 20929 20929 0 0 BESSEMER - 5TH AVE MUL-STRAT OFF AT COST 735324 958777 BESSEMER - 5TH AVE PRIVATE EQUITY 11 AT COST 82833 211284 BESSEMER - 5TH AVE PRIVATE EQUITY 16 T1 AT COST 272673 308116 BESSEMER - OW 5TH AVE REAL ASSETS 3T1 AT COST 118509 207957 BESSEMER - OW CREDIT INCOME FUND AT COST 211084 179212 BESSEMER - OW FIXED INCOME FUND AT COST 1257126 1107720 BESSEMER - OW LARGE CAP STRATEGIES AT COST 1122124 2052711 BESSEMER - OW SMALL & MID CAP FUNDS AT COST 425815 566806 KRAKEN CRYPTOCURRENCY AT COST 59339 59339 SEI-INTL EQUITY FUND AT COST 772619 921931 SEI-LARGE CAP GROWTH FUND AT COST 1375359 1746444 SEI-LARGE CAP VALUE FUND AT COST 1313029 1604774 SEI-SMALL CAP GROWTH FUND AT COST 163285 249224 SEI-SMALL CAP VALUE FUND AT COST 218024 264250 MISC. INVESTMENT EXPENSE 34482 12540 0 0 BANK CHARGES 1418 0 0 1418 RENTAL EXPENSES FROM K-1 2535 2535 0 5TH AVENUE INVESTMENTS 35038 35038 BESSEMER 587 587 UNREALIZED GAINS FROM KRAKEN 22740 K-1 - TIMING DIFFERENCE 121404 INVESTMENT ADVISOR FEES 49732 49732 0 0 FOREIGN TAXES 2143 2143 0 0 FEDERAL TAX PAYMENT 20000 0 0 0 STATE TAXES 474 474 0 0