2026-04-13T16:05:49-05:00 2025-12-31 331068007 MARKHAM NORTON MOSTELLER WRIGHT & CO 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 990PF 2025-01-01 651006383 BOB AND LINDA TAYLOR FOUNDATION INC BOBA 2398982100 7478 LITTLE LANE 202 NAPLES FL 34105 ROBERT TAYLOR PRESIDENT 2398982100 2026-03-28 1 JULIO BARINA P00201449 2394335554 2025 2025-03-06 01:10:19Z X 302751 X 61 X 2 2 10968 10968 22139 72193 22139 33170 33109 0 0 0 1990 0 0 2743 2743 0 10 10 0 467 0 0 61 0 0 5271 2753 0 85850 85850 91121 2753 85850 -57951 30356 464 5401 5401 4430 320668 262210 297350 325562 267611 302751 0 0 X 0 0 0 0 325562 267611 325562 267611 325562 267611 325562 -57951 0 267611 0 267611 836 BLACKROCK STRATEGIC INCOME OPPS INSTL 2019-12-20 2025-03-05 8000 8163 -163 -163 826 BLACKROCK STRATEGIC INCOME OPPS INSTL 2019-12-20 2025-07-01 8000 8066 -66 -66 1073 BLACKROCK STRATEGIC INCOME OPPS INSTL 2019-12-20 2025-09-23 10524 10484 40 40 109 NEXTERA ENERGY INC 2025-12-08 8854 3623 5231 5231 238 PARNASSUS CORE EQUITY INSTITUTIONAL 2025-02-05 14865 10732 4133 4133 127 PARNASSUS CORE EQUITY INSTITUTIONAL 2025-06-16 7980 5746 2234 2234 55 VANGUARD LONG-TERM TREASINDEX FD ETF SHS 2023-09-01 2025-12-26 3157 3240 -83 -83 CAPITAL GAINS DIVIDENDS P 10813 10813 10813 22139 422 0 422 0 422 520 0 0 0 520 0 98 98 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 NONE MARKHAM NORTON MOSTELLER WRIGHT 2394335554 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT M TAYLOR 7478 LITTLE LANE 202 NAPLES FL 34105 PRESIDENT 0.00 0 0 0 LINDA K TAYLOR 7478 LITTLE LANE 202 NAPLES FL 34105 VICE-PRES/SEC/TREASURER 0.00 0 0 0 TERRI L NOBLE 1019 PALMETTO DUNES DR JOHNS CREEK GA 30097 DIRECTOR 0.00 0 0 0 BRADLEY R TAYLOR 122 SARATOGA BLVD WEST ROYAL PALM BEACH FL 33411 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 336834 2888 0 339722 0 0 339722 5096 334626 16731 16731 422 422 16309 0 16309 0 16309 85850 0 85850 16309 0 0 118071 83493 52509 254073 85850 0 0 0 16309 69541 0 0 323614 0 0 0 0 0 0 0 323614 118071 83493 52509 69541 ROBERT M TAYLOR LINDA K TAYLOR BOB TAYLOR CO BOB AND LINDA TAYLOR 7478 LITTLE LANE 202 NAPLES FL 34105 2394812011 NO PRESCRIBED OR AUTHORIZED FORM NONE FOUNDATION MAKES CONTRIBUTIONS TO CHARITABLE, RELIGIOUS AND EDUCATIONAL ORGANIZATIONS AMERICAN CANCER SOCIETY 270 PEACHTREE ST NW SUITE 1300 ATLANTA GA 30303 NONE PC CHARITABLE PROGRAMS 1000 AMERICAN RED CROSS 7051 CYPRESS TERRACE 110 FORT MYERS FL 33907 NONE PC CHARITABLE PROGRAMS 750 ANSWERS IN GENESIS PO BOX 510 HEBRON KY 41048 NONE PC FAITH BASED INITIATIVES 1000 BETA THETA PI FOUNDATION 5134 BONHAM ROAD OXFORD OH 45056 NONE PC EDUCATIONAL PROGRAMS 500 BLUE RIDGE FREE DENTAL CLINIC 110 US-64 CASHIERS NC 28717 NONE PC DENTAL PROGRAM 1000 COMMUNITY BIBLE CHURCH 3645 CASHIERS ROAD HIGHLANDS NC 28741 NONE PC CHRISTIAN PROGRAMS 20000 COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA 4 VANDERBILT PARK DR ASHEVILLE NC 28803 NONE PC CHARITABLE PROGRAMS 2500 CRU 100 LAKE HART DRIVE ORLANDO FL 32832 NONE PC MINISTRY PROGRAMS 1500 FGCU FOUNDATION 10501 FGCU BLVD S FORT MYERS FL 33965 NONE PC SCHOLARSHIP FUND 10000 FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS 2266 SECOND STREET FORT MYERS FL 33901 NONE PC TAKE STOCK IN CHILDREN - HIGH SCHOOL STUDENTS LEADING TO COLLEGE 3500 HABITAT FOR HUMANITY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 NONE PC CHARITABLE PROGRAMS 500 HARRY CHAPIN FOOD BANK 3760 FOWLER STREET FORT MYERS FL 33901 NONE PC FOOD PROGRAMS 5000 HIGHLANDS CASHIERS HEALTH FOUNDATION 348 S 5TH STREET 221 HIGHLANDS NC 28741 NONE PC CHARITABLE PROGRAMS 1500 JUDICIAL WATCH 425 THIRD STREET SW WASHINGTON DC 20024 NONE PC CHARITABLE PROGRAMS 800 LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND ST ARLINGTON VA 22201 NONE PC CHARITABLE PROGRAMS 2000 MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC MEDICAL RESEARCH 1500 MEDIA RESEARCH CENTER 2340 DULLES CORNER BLVD SUITE 1000 HERNDON VA 20171 NONE PC CHARITABLE PROGRAMS 1000 MOORINGS PARK FOUNDATION 120 MOORINGS PARK DRIVE NAPLES FL 34105 NONE PC CHARITABLE PROGRAMS 10700 PARKINSON'S FOUNDATION 200 SE 1ST STREET STE 800 MIAMI FL 33131 NONE PC CHARITABLE PROGRAMS 200 PERIMITER CHURCH 9500 MEDLOCK BRIDGE ROAD JOHNS CREEK GA 30097 NONE NC MISSION TRIP 150 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC CHRISTIAN PROGRAMS 700 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC MEDICAL RESEARCH 100 ST MATTHEWS HOUSE 2031 JACKSON ST SUITE 140 FORT MYERS FL 33901 NONE PC CHARITABLE PROGRAMS 1550 TEACH EVERY NATION 1600 RIVEREDGE PARKWAY UNIT 310 ATLANTA GA 30328 NONE PC CHARITABLE PROGRAMS 5000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PC POLICY RESEARCH 300 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PC CHARITABLE PROGRAMS 500 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 NONE PC CHARITABLE PROGRAMS 750 CONSERVATIVE PARTNERSHIP INSTITUTE 300 INDEPENDENCE AVE SE WASHINGTON DC 20003 NONE PC CHARITABLE PROGRAMS 1250 CENTER FOR PHILANTROPY DIPLOMACY PROGRAM 2401 CALVERT ST NW STE 902 WASHINGTON DC 20008 NONE PC CHARITABLE PROGRAMS 7500 AMERICAN CORNERSTONE INSTITUTE 501 STREET NW SUITE 530 WASHINGTON DC 20001 NONE PC CHARITABLE PROGRAMS 100 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD UNIVERSITY STANFORD CA 94305 NONE PC CHARITABLE PROGRAMS 500 COLLIER SERVICE CENTER 4898 CORONADO PARKWAY NAPLES FL 34116 NONE PC CHARITABLE PROGRAMS 1000 AND THEN THERE WERE NONE PO BOX 2571 ROUND ROCK TX 78680 NONE PC CHARITABLE PROGRAMS 500 AMERICAN PARKINSON DISEASE ASSOCIATION PO BOX 61420 STATEN ISLAND NY 10306 NONE PC CHARITABLE PROGRAMS 500 STUDENT FOR LIFE OF AMERICA 100 WINCHESTER ST SUITE 301 FREDERICKSBURG VA 22401 NONE PC CHARITABLE PROGRAMS 500 85850 0 14 2 14 10968 18 22139 0 33109 0 33109 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1990 0 0 SCHWAB INSTITUTIONAL ACCOUNT FMV 262210 297350 FILING FEES 61 0 0 INVESTMENT FEES/EXPENSES 2743 2743 0 EXCISE TAX 467 0 0