2026-02-02T10:59:05-06:00 2024-12-31 020662166 MILES & THIRION CPA FIRM INC 2050 PROCTOR ROAD SUITE F SARASOTA FL 34231 990PF 2024-01-01 311471764 THE TILLIE JENNIE & HAROLD SCHWARTZ FOUNDATION INC TILL 9413668010 2070 RINGLING BOULEVARD SARASOTA FL 34237 DAVID S BAND PRESIDENT/TREASURER 9413668010 2026-01-20 1 1 SANDRA THIRION P00352561 9419297725 2024 2025-03-06 01:10:19Z X X 2667655 X X 2013 2013 54917 54917 54336 231112 54336 9057 6180 120323 117446 0 0 0 49571 24785 24786 8725 4363 4362 13535 13535 0 8 8 0 387 0 0 500 0 500 72726 42691 29648 121950 121950 194676 42691 151598 -74353 74755 135599 54055 54055 2021855 2036710 2569133 100000 100000 44467 2257454 2190765 2667655 0 0 X 3197558 3197558 0 0 -940104 -1006793 2257454 2190765 2257454 2190765 2257454 -74353 7664 2190765 0 2190765 FIRST TRUST SELECT DSIP 2024-01-17 2024-07-23 497 473 24 24 FIRST TRUST SELECT DSIP 2022-10-18 2024-01-18 14805 12660 2145 2145 BLACKROCK MUL TL-ASSET 2024-01-01 2024-05-22 2042 1980 62 62 INDEPENDENCE RL TY 2023-09-01 2024-03-28 45856 46540 -684 -684 BLACKROCK MUL TL-ASSET 2020-01-01 2024-05-22 980 947 33 33 CHARLES SCHWAB CORP 2021-08-04 2024-06-26 5526 5093 433 433 CITIGROUP INC 2021-08-04 2024-06-26 4557 5170 -613 -613 BLACKROCK MUL TL:ASSET 2020-01-01 2024-05-22 31583 34781 -3198 -3198 ARCHER DANIELS MIDLAND 2021-09-28 2024-10-22 28151 30399 -2248 -2248 CHEMOURS COMPANY 2022-02-23 2024-04-04 28510 28620 -110 -110 FORD MOTOR CO 2020-03-13 2024-10-15 230 113 117 117 FIRST ALLIED SECURITIES SETTLEMENT 2020-01-01 2024-12-31 15000 15000 15000 1ST MANATEE BANK STOCK 2020-01-01 2024-12-31 10000 -10000 -10000 CAPITAL GAINS DIVIDENDS P 53375 53375 53375 54336 1039 0 1039 0 1039 0 0 0 0 1059 1059 X 20 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A DAVID S BAND 9413668010 2070 RINGLING BOULEVARD SARASOTA FL 34237 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID S BAND 2070 RINGLING BOULEVARD SARASOTA FL 34237 DIRECTOR, PRESIDENT AND TR 0.00 0 0 0 CHAD GATES 2070 RINGLING BOULEVARD SARASOTA FL 34237 DIRECTOR AND VICE PRESIDENT 0.00 0 0 0 GEORGE DRAMIS 2070 RINGLING BOULEVARD SARASOTA FL 34237 DIRECTOR AND SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 2484943 101245 0 2586188 0 0 2586188 38793 2547395 127370 127370 1039 1039 126331 0 126331 0 126331 151598 0 151598 126331 0 0 26299 34937 61236 151598 0 0 0 126331 25267 0 0 86503 0 0 0 0 0 0 0 86503 26299 34937 25267 DAVID S BAND 2070 RINGLING BOULEVARD SARASOTA FL 34237 9413668010 NO SPECIFIC FORM NONE NONE ADVENTURE FOR ALL 1361 BOULEVARD OF THE ARTS SARASOTA FL 34236 NONE PC UNRESTRICTED 3000 BRIAN BILL FOUNDATION BRIAN BILL FOUNDATION ST PETERSBURG FL 33734 NONE PC UNRESTRICTED 2500 COMBAT VETERANS MOTORCYCLE ASSOCIATION CVMA 1735 HECKLE BLVD STE 103 283 ROCK HILL SC 29732 NONE PC UNRESTRICTED 12000 DUCKS UNLIMITED INC 1 WATERFOWL WAY MEMPHIS TN 38120 NONE PC UNRESTRICTED 3000 EASTER SEALS OF SW FLORIDA 350 BRADEN AVE SARASOTA FL 34243 NONE PC UNRESTRICTED 5000 HARVEST HOUSE PO BOX 922 BEL AIR MD 21014 NONE PC UNRESTRICTED 6250 JACKSONVILLE UNIVERSITY 2800 UNIVERSITY BOULEVARD NORTH JACKSONVILLE FL 32211 NONE PC UNRESTRICTED 20000 JU SPORTING CLAYS SKEET & TRAP TEAM 3445 RUSTIC RD NOKOMIS FL 34275 NONE PC UNRESTRICTED 11000 LIFELINE PRODUCTIONS INC 6912 NORTH GLENWOOD AVENUE CHICAGO IL 60626 NONE PC UNRESTRICTED 5000 LOVELAND CENTER INC 157 S HAVANA RD VENICE FL 34292 NONE PC UNRESTRICTED 2000 LOYOLA UNIVERSITY OF CHICAGO 820 N MICHIGAN AVENUE CHICAGO IL 60611 NONE PC UNRESTRICTED 10000 MANATEE COMMUNITY FOUNDATION INC 2820 MANATEE AVENUE WEST BRADENTON FL 34205 NONE PC UNRESTRICTED 3450 NEW COLLEGE FOUNDATION 5800 BAY SHORE RD SARASOTA FL 34243 NONE PC UNRESTRICTED 5000 SARASOTA MEDICAL PREGNANCY CENTER INC 1762 HAWTHORNE ST 5 SARASOTA FL 34239 NONE PC UNRESTRICTED 4000 SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1515 S OSPREY AVE 4 SARASOTA FL 34239 NONE PC UNRESTRICTED 10000 SARASOTA PERFORMING ARTS CENTER FOUNDATION INC 201 COCOANUT AVE SARASOTA FL 34236 NONE PC UNRESTRICTED 5000 SEND A KID TO CAMP FOUNDATION 6071 QUEENS RIVER DRIV MABLETON GA 34207 NONE PC UNRESTRICTED 10000 ST MARY'S ACADEMY FOUNDATION 1615 SW FIFTH AVENUE PORTLAND OR 97201 NONE PC UNRESTRICTED 2500 STATE OF FLORIDA POLICE ATHLETIC PO BOX 350399 JACKSONVILLE FL 32235 NONE PC UNRESTRICTED 250 THE SALVATION ARMY 7361 AIRLINE HIGHWAY BATON ROUGE LA 70805 NONE PC UNRESTRICTED 2000 121950 0 14 2013 14 54917 14 6180 18 54336 TAX REFUND 2877 0 117446 2877 120323 11 TAX REFUND 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 8725 4363 4362 LIST ALL OFFICERS, DIRECTORS, TRUSTEES, AND FOUNDATION MANAGERS. FORM 990 PF, PART VII, LINE 1 THE ORIGINALLY FILED RETURN CONTAINED AN OUTDATED LIST OF OFFICERS. AN AMENDMENT IS BEING MADE TO CORRECT THIS MISTAKE AND PRESENT THE ACCURATE OFFICERS AND THEIR TITLES. MORGAN STANLEY 470376 408642 RAYMOND JAMES 43187 133193 STIFEL 236187 327520 SCHWAB 1286960 1699778 ARC BENEFIT STREET BUSINESS AT COST 50000 29957 NORTHSTAR AT COST 50000 14510 PROFESSIONAL FEES - LEGAL 49571 24785 24786 ANNUAL REPORT FEE 500 0 500 NONDIVIDEND DISTRIBUTIONS 6180 6180 6180 TAX REFUND 2877 2877 BOOK ADJUSTMENT 7664 BROKERAGE FEES 13535 13535 0 PENALTIES 24 0 0 2023 TAXES 363 0 0