2026-04-11T10:42:49-05:00 2025-12-31 341667340 PACKER THOMAS 6601 WESTFORD PLACE SUITE 101 CANFIELD OH 44406 990PF 2025-01-01 237933631 DONALD M & BARBARA L WERNER FAMILY FOUNDATION DONA 5614706215 17663 LAKE ESTATES DR ST ANDREWS BOCA RATON FL 33496 DONALD WERNER TRUSTEE 5614706215 2026-04-06 1 JOSEPH GABRIEL CPA P00595382 3305339777 2026-04-06 2025 2025-03-06 01:10:19Z X 30638 X 36308 5 5 613 613 55791 69063 55791 92717 56409 0 0 0 0 0 0 56260 56260 56260 0 56260 36457 56409 17217 30638 30638 6560 0 0 23777 30638 30638 0 0 X 42413 42413 0 0 -18636 -11775 23777 30638 23777 30638 23777 36457 0 60234 29596 30638 546 SHS DIMENSIONAL U S EQUITY P 2010-06-17 2025-04-30 32071 6560 25511 25511 515 SHS DIMENSIONAL U S EQUITY P 2010-06-17 2025-09-16 36992 6712 30280 30280 55791 784 0 784 0 784 554 0 0 0 554 0 230 0 0 0 0 0 0 0 0 0 0 1 1 PA 0 0 0 0 0 1 N/A DONALD M WERNER 5614706215 17663 LAKE ESTATES DRIVE BOCA RATON FL 33496 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD M WERNER 17663 LAKE ESTATES DRIVE BOCA RATON FL 33496 TRUSTEE 0.00 0 0 0 BARBARA L WERNER 17663 LAKE ESTATES DRIVE BOCA RATON FL 33496 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 12852 21166 0 34018 0 0 34018 510 33508 1675 1675 784 784 891 0 891 0 891 56260 0 56260 891 0 0 44496 104279 29091 41230 3265 222361 56260 0 0 0 891 55369 0 0 277730 0 0 0 0 0 0 44496 233234 104279 29091 41230 3265 55369 DONALD M WERNER BARBARA L WERNER X DONALD M WERNER 17663 LAKE ESTATES DRIVE BOCA RATON FL 33496 5614706215 THERE IS NO PRESCRIBED FORM FOR APPLICATIONS. NONE AWARDS ARE GRANTED TO QUALIFIED RECIPIENTS AS DETERMINED BY THE TRUSTEES IN THEIR SOLE DISCRETION. BOCA RATON REGIONAL HOSPITAL FOUNDATION 800 MEADOWS RD BOCA RATON FL 33486 NONE NC GENERAL SUPPORT 2000 CONGREGATION RODEF SHOLOM 1119 ELM ST YOUNGSTOWN OH 44505 NONE NC GENERAL SUPPORT 3000 ISRAEL TENNIS CENTER FOUNDATION 3275 WEST HILLSBORO BLVD DEERFIELD BEACH FL 33442 NONE NC GENERAL SUPPORT 10000 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE NC GENERAL SUPPORT 25400 RUTH AND NORMAN RALES JEWISH CENTER 21300 RUTH AND BARON COLEMAN BLVD BOCA RATON FL 33428 NONE NC GENERAL SUPPORT 1300 SOUTH FLORIDA PBS 3401 S CONGRESS AVE BOYNTON BEACH FL 33426 NONE NC GENERAL SUPPORT 60 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 NONE NC GENERAL SUPPORT 200 THE MORGAN PRESSEL FOUNDATION PO BOX 480157 DELRAY BEACH FL 33448 NONE NC GENERAL SUPPORT 1800 THE VICTORY CENTER 3166 REPUBLIC BLVD N TOLEDO OH 43615 NONE NC GENERAL SUPPORT 2500 VETS HELPING HEROES 980 N FEDERAL HWY BOCA RATON FL 33432 NONE NC GENERAL SUPPORT 10000 56260 0 14 5 14 613 18 55791 0 56409 0 56409 0 0 0 0 0 0 0 0 0 0 X X 1 DONALD M AND BARBARA L WERNER 17663 LAKE ESTATES DR ST ANDREWS CC BOCA RATON FL 33496 36308 X 1 515 SHS DIMENSIONAL U S EQUITY ETF (DFUS) 36308 2025-09-17 FOUNDATION DOES NOT SOLICIT CHARITABLE CONTRIBUTIONS, THEREFORE THE FOUNDATION IS NOT REQUIRED TO FURNISH A COPY OF THE FORM 990-PF TO THE COMMONWEALTH OF PENNSYLVANIA. UNREALIZED GAIN ON RECEIPT OF CONTRIBUTION OF DFUS SHARES 29596