2026-08-13T12:44:16-05:00 2025-12-31 650129793 WILTSHIRE WHITLEY RICHARDSON ENGLISH PA 5249 SUMMERLIN COMMONS BLVD STE 100 FORT MYERS FL 33907 990PF 2025-01-01 276334932 DOUGLAS J & ELSIE M BAILEY MEMORIAL FOUNDATION DOUG 2399492956 23315 FOXBERRY LN BONITA SPRINGS FL 34135 SUZANNE B DEVITT TTEE 2399492956 2026-06-19 1 JACK C POHLMAN CPA P00647510 2393349191 2025 2025-03-06 01:10:19Z X 530269 X X 9711 9711 16098 34415 16098 25809 25809 13000 0 0 1725 1725 0 3269 3269 0 17994 4994 0 24850 24850 42844 4994 24850 -17035 20815 3739 5163 5163 307990 289672 524940 201 166 166 311930 295001 530269 0 0 X -6822 -6681 0 0 318752 301682 311930 295001 311930 295001 311930 -17035 141 295036 35 295001 GOLDMAN SACHS ABSOLUTE RTRN TRACKER P 2016-09-16 2025-01-03 3200 2905 295 295 HARTFORD SCHRODERS EMERG MKTS P 2023-02-07 2025-01-03 1100 1033 67 67 ISHARES TR CORE MSCI EAF ETF P 2016-09-16 2025-01-03 6408 4886 1522 1522 ISHARES INC CORE MSCI EMERGING MKTS P 2016-08-08 2025-01-03 1944 1657 287 287 VANGUARD 500 INDEX FUND SHS ETF P 2016-09-16 2025-01-03 21763 7836 13927 13927 16098 289 0 289 0 289 244 0 0 0 244 0 45 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A SUZANNE B DEVITT 2399492956 23315 FOXBERRY LN BONITA SPRINGS FL 34135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KIERSTEN S VARNER 37 MEADOWBROOK CIRCLE SUDBURY MA 01776 TRUSTEE 2.00 1000 0 0 SUZANNE B DEVITT 23315 FOXBERRY LN BONITA SPRINGS FL 34135 TRUSTEE 2.00 12000 0 0 NONE 0 NONE 0 0 486456 3549 0 490005 0 0 490005 7350 482655 24133 24133 289 289 23844 0 23844 0 23844 24850 0 24850 23844 0 0 6880 2080 10488 155 19603 24850 0 0 0 23844 1006 0 0 20609 0 0 0 0 0 0 6880 13729 2080 10488 155 1006 X BENTLEY UNIVERSITY 175 FOREST STREET WALTHAM MA 02454 NONE PC EDUCATION 1000 FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 NONE PC EDUCATION 500 HEARTS & HOMES FOR VETERANS INC 2230 ALICIA STREET FORT MYERS FL 33901 NONE PC END HOMELESSNESS FOR VETERANS IN SWFL 500 MASSACHUSETTS GENERAL HOSPITAL 165 CAMBRIDGE STREET STE 600 BOSTON MA 02114 NONE PC MEDICAL RESEARCH 10000 SHADOW WOOD CHARITABLE FOUNDATION 9815 BAY MEADOW BONITA SPRINGS FL 34135 NONE PC SUPPORTING CHARITABLE PROGRAMS OF NON PROFIT ORGANIZATIONS SERVING RESIDENTS IN NEED IN SOUTHWEST FL 10000 THE CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 NONE PC PROTECT SWFL ENVIRONMENT & QUALITY OF LIFE 1500 CENTRAL MISSISSIPPI DOWN SYNDROME SOCIETY 667 US-51 SUITE C RIDGELAND MS 39157 NONE PC DOWN SYNDROME AWARENESS 100 GROTON HILL MUSIC CENTER 122 OLD AYER RD GROTON MA 01450 NONE PC MUSIC EDUCATION 500 HOUSEHOLD GOODS INC 530 MAIN STREET ACTON MA 01720 NONE PC FURNISH HOUSEHOLDS 250 DISCOVERY MUSEUM 177 MAIN STREET ROUTE 27 ACTOR MA 01720 NONE PC EDUCATION 500 24850 0 14 9711 18 16098 0 25809 0 25809 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1725 1725 0 BOA - U S TRUST EQUITIES 236305 462168 BOA - U S TRUST HEDGE 53367 62772 FEDERAL INCOME TAX RECEIVABLE 201 166 166 INCOME TAX EXPENSE CURRENT YEAR 35 INVESTMENT MANAGEMENT 2968 2968 0 FOREIGN TAXES PAID 301 301 0 INCOME ON FORM 1099 NOT RECEIVED AT YEAR END 141