2026-03-10T14:46:50-04:00 2025-12-31 061386717 PALMER LATKO LEDAS PAGE LLC 20 TOWER LANE SUITE 305 AVON CT 060014212 990PF 2025-01-01 522274633 THE CHARLES & CHRISTINE SHIVERY FOUNDATION CHAR 9419931184 675 LONGBOAT CLUB RD LONGBOAT KEY FL 34228 CHARLES SHIVERY TRUSTEE 2026-03-10 true LOUIS B OBERMEIER CPA P00113679 8606771000 2026-03-10 2025 2025-03-06 01:10:19Z X 13426600 X 909076 7887 7887 202288 202288 583760 1111965 583760 1703011 793935 5000 2500 2500 11126 1126 10000 61177 60265 912 77303 63891 10000 3412 518000 518000 595303 63891 10000 521412 1107708 730044 123859 44952 44952 562688 866191 866191 4187575 4479387 11950935 293907 550311 564522 5168029 5940841 13426600 0 X 19470 19470 5148559 5921371 5168029 5940841 5168029 5940841 5168029 1107708 6275737 334896 5940841 BANK OF AMERICA P 2025-01-30 2025-08-27 31968 33660 -1692 -1692 BANK OF AMERICA P 2015-10-16 2025-12-31 948728 334509 614219 614219 MORGAN STANLEY P 2025-03-31 2025-11-24 130573 160036 -29463 -29463 ALLSTATE LITIGATION PROCEEDS P 2015-01-20 2025-12-30 477 477 477 KRAFT LITIGATION PROCEEDS P 2015-01-20 2025-12-30 219 219 219 583760 10148 10148 10148 13584 13584 3436 3436 false false false true false false false true MD FL true false false false false true N/A CHARLES SHIVERY 9419931184 675 LONGBOAT CLUB RD UNIT 29A LONGBOAT KEY FL 34228 false false false false false false false false false false false false false false false false false false false false CHARLES SHIVERY 675 LONGBOAT CLUB RD UNIT 29A LONGBOAT KEY FL 34228 TRUSTEE 1.00 0 0 0 NONE NONE N/A 11198885 1076789 0 12275674 12275674 184135 12091539 604577 604577 10148 10148 594429 594429 594429 521412 521412 594429 484493 521412 484493 36919 557510 X OUR COMPANIONS 458 WETHERSFIELD AVE HARTFORD CT 06114 PC STAFF DEVELOPMENT 80000 NEW BRITIAN MUSEUM OF ART 56 LEXINGTON STREET NEW BRITIAN CT 06052 PC GENERAL 5000 CT CHILDREN'S HOSPITAL 282 WASHINGTON ST HARTFORD CT 06196 PC GENERAL 5000 FIDELCO GUIDE DOG FOUNDATION 103 OLD IRON ORE RD BLOOMFIELD CT 06002 PC GENERAL 80000 PECOMETH CAMP & RETREAT MINISTRIES 410 JACKSON ELLIOTT WAY CENTREVILLE MD 21617 PC STAFF DEVELOPMENT 160000 ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 PC GENERAL 1000 DEEP ROOTS 21 VEAZEY COVE RD EARLEVILLE MD 21919 PC GENERAL 5000 FLA CENTER FOR EARLY CHILD DEVELOP 4620 17TH ST SARASOTA FL 34235 PC MARKETING STAFF SALARY 51000 SPARCC 2139 MAIN STREET SARASOTA FL 34237 PC GENERAL 26000 SARASOTA ORCHESTRA 709 N TAMIAMI TRL SARASOTA FL 34236 PC GENERAL 1000 SHORES RIVERS 114 SOUTH WASHINGTON STRE EASTON MD 21601 PC GENERAL 1000 ST JOHNS FOOD SHARE 8100 N LOMBARD ST PORTLAND OR 97203 PC GENERAL 12000 SELBY GARDENS 1534 MOUND ST SARASOTA FL 34236 PC GENERAL 5000 CT SCIENCE CENTER 250 COLUMBUS BLVD HARTFORD CT 06103 PC GENERAL 1000 SPECIAL OLYMPICS DC CHAPTER 415 MICHIGAN AVE NE WASHINGTON DC 20017 PC STAFF DEVELOPMENT 75000 MARKLEBURGS VFC 15205 RAYSTOWN RD JAMES CREEK PA 16657 PC GENERAL 10000 518000 14 7887 14 202288 583760 210175 583760 793935 false false false false false false false false false false X X 1 CHARLES SHIVERY 675 LONGBOAT CLUB RD UNIT 29A LONGBOAT KEY FL 34228 909076 X X 1 377 SHS REGAL REXNORD CORP 59404 2025-01-16 1 573 SHS TEXAS ROADHOUSE INC 102793 2025-01-16 1 350 SHS BROADCOM, INC 99493 2025-07-18 1 1700 SHS WEBSTER FINANCIAL CORP 101074 2025-07-17 TAX PREPARATION FEES 5000 2500 2500 BANK OF AMERICA- CORPORATE BONDS 360000 363226 MORGAN STANLEY CORPORATE BONDS 190311 201296 MORGAN STANLEY - INVESTMENTS 1996796 5568974 BANK OF AMERICA CORPORATE STOCKS 2482591 6381961 BASIS ADJUSMENT ON STOCKS CONTRIBUTED 334896 EXPENSES INVESTMENT ADVISORY FEES 60265 60265 WEBSITE EXPENSES 912 912 FOREIGN TAXES 1126 1126 FEDERAL EXCISE TAXES 10000 10000