2025-12-19T16:55:03-06:00 2024-12-31 593618759 WALTERS & ASSOCIATES CPAS 3277 FRUITVILLE ROAD BLDG E SARASOTA FL 34237 990PF 2024-01-01 853423234 GEORGE C PERREAULT FOUNDATION INC GEOR 9415548958 2801 FRUITVILLE ROAD UNIT 120 SARASOTA FL 34229 MICHELLE WINIECKI DIRECTOR 9415548958 2025-12-19 1 1 SVETLANA MAHORIVSKYY P00746076 9413664450 2025-12-16 2024 2025-03-06 01:10:19Z X 2032290 X X 107931 107931 2275 2275 29632 256296 0 139838 110206 0 0 0 800 0 0 1857 0 0 2657 0 0 121770 121770 124427 0 121770 15411 110206 60658 34638 34638 64181 152739 147492 1889560 1850160 1850160 2014399 2037537 2032290 0 0 X 0 0 0 0 2014399 2037537 2014399 2037537 2014399 2037537 2014399 15411 16164 2045974 8437 2037537 1532 0 1532 0 1532 2080 0 0 0 2080 15 533 533 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A MICHELLE WINIECKI CPA 9415548958 2801 FRUITVILLE ROAD SUITE 120 SARASOTA FL 34237 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL CALDWELL 2801 FRUITVILLE RD SUITE 120 SARASOTA FL 34237 PRESIDENT 5.00 0 0 0 MICHELLE WINIECKI 2801 FRUITVILLE RD SUITE 120 SARASOTA FL 34237 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 1987877 59307 0 2047184 0 0 2047184 30708 2016476 100824 100824 1532 1532 99292 0 99292 0 99292 121770 0 121770 99292 0 0 0 121770 0 0 0 99292 22478 0 0 22478 0 0 0 0 0 0 0 22478 22478 X UTC ATHLETICS 2801 FRUITVILLE ROAD SUITE 120 SARASOTA FL 34232 NC DONATION 50000 ANIMAL WEALFARE LEAGUE OF CHARLOTTE CO 3519 DRANCE ST PORT CHARLOTTE FL 33980 NC DONATION 10000 FACE AUTISM 533 RIO VISTA ST SARASOTA FL 34232 NC DONATION 20000 CCJFA 610 DEL PRADO BLVD CAPE CORAL FL 33990 NC DONATION 5000 CARDINAL MOONEY CATHOLIC HIGH SCHOOL 4171 FRUITVILLE RD SARASOTA FL 34232 NC DONATION 10770 SARASOTA WAVE YOUGH SPORTS FDN 2801 FRUITVILLE ROAD SUITE 120 SARASOTA FL 34237 NC TO PROVIDE FUNDS FOR YOUTH SPORTS 25000 RHS FOOTBALL BOOSTERS 1 RAM WAY SARASOTA FL 34231 NC DONATION 1000 121770 0 14 107931 14 2275 14 29632 0 139838 0 139838 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 800 0 0 ISHARES MSCI EAFE UBS SECURITIES LLC PURCHASED 74 COST 0 -74 ISHARES MSCI EAFE UBS SECURITIES LLC PURCHASED 8105 7425 COST 0 680 ISHARES INC MSCI EMERGING MKTS EX CHINA PURCHASED 221 COST 0 221 ISHARES INC MSCI EMERGING MKTS EX CHINA PURCHASED 12348 11407 COST 0 941 JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF PURCHASED 159 COST 0 -159 JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF PURCHASED 9173 8585 COST 0 588 SPDR S&P 500 ETF TRUST UBS SECURITES LLC PURCHASED 2500 COST 0 2500 SPDR S&P 500 ETF TRUST UBS SECURITES LLC PURCHASED 36149 30878 COST 0 5271 VANGUARD S AND P MID-CAP PURCHASED 536 COST 0 536 VANGUARD S AND P MID-CAP PURCHASED 15615 12909 COST 0 2706 VANGUARD INDEX FDS MID-CAP GROWTH INDEX PURCHASED 1115 COST 0 1115 VANGUARD INDEX FDS MID-CAP GROWTH INDEX PURCHASED 17486 14512 COST 0 2974 VANGUARD SMALL CAP GROWTH PURCHASED 1523 COST 0 1523 VANGUARD SMALL CAP GROWTH PURCHASED 16074 13895 COST 0 2179 VANGUARD TOTAL STK MKT ETF PURCHASED 1930 COST 0 1930 VANGUARD TOTAL STK MKT ETF PURCHASED 31989 26562 COST 0 5427 XTRACKERS MSCI EAFE HEDGED EQUITY ETF PURCHASED 5103 5091 COST 0 12 GOLDMAN SACHS ACTIVEBETA PURCHASED 6267 6130 COST 0 137 INVESCO QQQ TR PURCHASED 4582 4542 COST 0 40 ISHARES CORE S&P 500 ETF PURCHASED 31302 30995 COST 0 307 ISHARES CORE S&P MID-CAP PURCHASED 20880 20378 COST 0 502 ISHRES TR RUSSELL 2000 PURCHASED 5046 4932 COST 0 114 ISHARES TR MSCI EAFE GROWTH PURCHASED 5154 5110 COST 0 44 ISHARES INC CORE MSCI EMERGING MKTS ETF PURCHASED 7953 7953 COST 0 ISHARES TR CORE MSCI INTL DEVELOPED MKTS PURCHASED 5111 5100 COST 0 11 VANGUARD DIVIDEND PURCHASED 5084 5023 COST 0 61 VANGUARD VLUE ETF PURCHASED 5050 5004 COST 0 46 CORPORATE STOCK 152739 147492 IRS TAX PAYMENTS 8437 OFFICE FEES 1857 0 0 PRINCIPLE PAYMENTS 16164