2026-06-23T15:04:10-05:00 2025-12-31 994625061 CRI ADVISORS LLC 1001 3RD AVENUE W STE 500 BRADENTON FL 34205 990PF 2025-01-01 656260563 HERMAN E AND HELEN H TURNER FOUNDATION HERM 9417470500 529 68TH STREET HOLMES BEACH FL 34217 RICHARD TURNER TRUSTEE 9417470500 2026-06-08 1 BYRON E SHINN P00235828 9417470500 2026-06-08 2025 2025-03-06 01:10:19Z X 2520284 X X 33550 33550 33550 273678 407171 273678 0 307228 307228 33550 30050 6000 6000 18000 2250 2250 0 0 11433 11433 0 0 43733 19683 6000 18000 230000 230000 273733 19683 6000 248000 33495 287545 27550 1 1 128033 102872 102872 653408 708158 2417411 781441 811031 2520284 0 0 X 799064 781441 0 0 -17623 29590 781441 811031 781441 811031 781441 33495 0 814936 3905 811031 CHARLES SCHWAB #4065 ST COVERED CAPITAL GAINS/LOSS P 2025-12-31 28182 40299 -12117 -12117 CHARLES SCHWAB #4065 LT COVERED CAPITAL GAINS/LOSS P 2025-12-31 236987 67837 169150 169150 CHARLES SCHWAB #4065 LT NONCOVERED CAPITAL GAINS/LOSS P 2025-12-31 142002 25357 116645 116645 273678 -12117 3997 0 3997 0 3997 0 0 4500 0 4500 109 394 394 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 N/A RICHARD E TURNER JR 9417488161 529 68TH STREET HOLMES BEACH FL 34217 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD E TURNER SR 5004 RIVERVIEW BLVD W BRADENTON FL 34209 CO-TRUSTEE 15.00 0 0 0 RICHARD E TURNER JR 529 68TH STREET HOLMES BEACH FL 34217 CO-TRUSTEE 15.00 10000 0 0 JAY F TURNER 618 HAMPSHIRE LANE HOLMES BEACH FL 34217 CO-TRUSTEE 15.00 10000 0 0 BRIAN H TURNER 5004 RIVERVIEW BLVD W BRADENTON FL 34209 CO-TRUSTEE 15.00 10000 0 0 MEREDITH L TURNER 5004 RIVERVIEW BLVD W BRADENTON FL 34209 MEMBER 0.00 50 0 0 NONE 0 NONE 0 HELP TO INCOME INC 50000 FLIGHT TO NORTH POLE 45000 TUNNELS TO TOWERS 50000 CHRIST EPISCOPAL CHURCH 20000 0 2450064 115452 0 2565516 0 0 2565516 38483 2527033 126352 X 248000 0 248000 1999-04-22 X 27550 27628 33441 30298 118917 23418 23484 28425 25753 101079 248000 162000 110000 38500 558500 0 0 0 0 0 248000 162000 110000 38500 558500 0 0 84235 70923 77057 81770 313985 0 0 0 0 X AMERICAN RED CROSS 2001 CANTU CT SARASOTA FL 34232 PC CHARITABLE 10000 CHRIST EPISCOPAL CHURCH 4030 MANATEE AVE W BRADENTON FL 34205 PC CHARITABLE 20000 ENTRE NOUS PO BOX 14132 BRADENTON FL 34280 PC SCHOLARSHIP GRANT 15000 FLIGHT TO NORTH POLE INC 600 301 BLVD WEST SUITE 202 BRADENTON FL 34205 PC CHARITABLE 45000 HELP TO HOME INC 1813 MANATEE AVE W BRADENTON FL 34205 PC CHARITABLE 50000 MEALS ON WHEELS 811 23RD AVENUE EAST BRADENTON FL 34208 PC CHARITABLE 10000 TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC CHARITABLE 50000 WOMENS RESOURCE CENTER 1926 MANATEE AVE W BRADENTON FL 34205 PC CHARITABLE 10000 UNITED COMMUNITY FELLOWSHIP 2175 PINELLAS POINT DR S ST PETERSBURG FL 33712 PC CHARITABLE 10000 TIDEWELL FOUNDATION 3550 S TAMIAMI TRAIL SARASOTA FL 34239 PC CHARITABLE 10000 230000 0 33550 273678 0 0 307228 307228 4 INCOME EARNED IS PASSED OUT TO CHARITABLE ORGANIZATION 8 INCOME EARNED IS PASSED OUT TO CHARITABLE ORGANIZATION 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2250 2250 0 0 PENINSULA ASSET MANAGEMENT HOLDINGS 708158 2417411 BOOK TO TAX DIFFERENCE TAX PAYMENTS 3905 INVESTMENT ADVISORY FEES - PENINSULA ASSETS 11433 11433 0 0