2026-08-19T18:14:48-05:00 2025-12-31 341463411 BARNES WENDLING CPAS INC 1350 EUCLID AVE SUITE 1400 CLEVELAND OH 441151830 990PF 2025-01-01 463039106 THE PETER BOWE AND BARBARA STEWART FOUNDATION PETE 4103029367 590 14TH AVENUE SOUTH NAPLES FL 34102 PETER BOWE TRUSTEE 4103029367 2026-08-19 1 LAWRENCE D FRIEDMAN CPA MT P00410069 2165669000 2026-07-24 2025 2025-03-06 01:10:19Z X 14694029 X 1000050 332781 332781 707952 935742 707952 2040783 1040733 0 0 0 4000 0 4000 44294 44294 0 35887 2116 0 18691 0 18691 11683 491 11192 114555 46901 33883 532564 532564 647119 46901 566447 1393664 993832 52632 71781 71781 1508223 733360 733360 1219236 1227862 1279256 6085233 7396207 11532953 387797 384133 1076679 9253121 9813343 14694029 0 0 X 9253121 9813343 9253121 9813343 9253121 9813343 9253121 1393664 1687 10648472 835129 9813343 CHARLES SCHWAB - 8274 2025-12-31 95820 95822 -2 -2 CHARLES SCHWAB - 0711 2025-12-31 800000 131968 668032 668032 CAPITAL GAINS DIVIDENDS P 39922 39922 39922 707952 13814 0 13814 0 13814 20000 0 0 0 20000 0 6186 6186 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 1 0 0 1 N/A PETER BOWE 4103029367 590 14TH AVENUE SOUTH NAPLES FL 34102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER A BOWE 590 14TH AVENUE SOUTH NAPLES FL 34102 TRUSTEE 5.00 0 0 0 BARBARA STEWART 590 14TH AVENUE SOUTH NAPLES FL 34102 TRUSTEE 5.00 0 0 0 LEONARD GAIL 440 WEST BELDEN CHICAGO IL 60614 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 11837935 667636 0 12505571 0 0 12505571 187584 12317987 615899 615899 13814 13814 602085 0 602085 0 602085 566447 0 566447 602085 361210 0 0 566447 361210 0 0 205237 0 0 0 0 0 0 0 0 396848 0 0 0 PETER A BOWE X AMERICAN BATTLEFIELD TRUST 1156 15TH STREET NW SUITE 900 WASHINGTON DC 20005 NONE PC GENERAL FUND 100000 AMERICAN ENTERPRISE INSTITUTE 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 NONE PC GENERAL FUND 111000 BOY SCOUTS OF AMERICA - BALTIMORE COUNCIL 701 WYMAN PARK DR BALTIMORE MD 21211 NONE PC GENERAL FUND 10000 CENTER FOR URBAN FAMILIES 2201 N MONROE ST BALTIMORE MD 21217 NONE PC TO STRENGTHEN URBAN COMMUNITIES BY HELPING FATHERS AND FAMILIES ACHIEVE STABILITY AND ECONOMIC SUCCESS 50000 CHRISTOPHER HOUSE 5235 W BELDEN AVENUE CHICAGO IL 60639 NONE PC TO WORK WITH FAMILIES SO THAT THEY ARE ABLE TO REACH THEIR FULL POTENTIAL THROUGH EDUCATION AND A PARTNERSHIP WITH PARENTS TO BREAK THE CYCLE OF POVERTY. 25000 CRISTO REY JESUIT HIGH SCHOOL - CHICAGO 1852 W 2ND PL CHICAGO IL 60608 NONE PC GENERAL FUND 10000 ENOCH PRATT FREE LIBRARY 400 CATHEDRAL ST BALTIMORE MD 21231 NONE PC UNRESTRICTED GRANT 5000 FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION 510 WALNUT ST SUITE 900 PHILADELPHIA PA 19106 NONE PC GENERAL FUND 25000 JACK MILLER CENTER 3 BALA PLAZA BALA CYNWYD PA 19004 NONE PC GENERAL FUND 25000 THE POLICY CIRCLE 1189 WILMETTE AVE 210 WILMETTE IL 60091 NONE PC GENERAL FUND 65000 UNIVERSITY OF CHICAGO - GRAHAM SCHOOL 1427 E 60TH STREET CHICAGO IL 60637 NONE PC GENERAL FUND 50000 UPWARDLY GLOBAL PO BOX 24631 NEW YORK NY 100874631 NONE PC GENERAL FUND 10000 CRISTO REY JESUIT HIGH SCHOOL - BALTIMORE 420 S CHESTER ST BALTIMORE MD 21231 NONE PC GENERAL FUND 16500 UNIVERSITY OF FLORDIA FDTN - HAMILTON SCHOOL 432 NEWELL DRIVE CES BUILDING 4TH FLOOR PO BOX 117460 GAINESVILLE FL 32611 NONE PC GENERAL FUND 10000 NORTHWESTERN UNIVERSITY - CENTER FOR ENLIGHTENED DISAGREEMENT 2211 CAMPUS DRIVE EVANSTON IL 60208 NONE PC GENERAL FUND 10000 ICIVICS 1035 CAMBRIDGE STREET SUITE 1 CAMBRIDGE MA 02141 NONE PC GENERAL FUND 7500 PHILANTHROPY ROUNDTABLE CONFERENCE 1120 20TH STREET NW SUITE 400N WASHINGTON DC 20036 NONE PC GENERAL FUND 2564 532564 0 14 332781 18 707952 0 1040733 0 1040733 0 0 0 0 0 0 0 0 0 0 X X 1 PETER BOWE AND BARBARA STEWART 590 14TH AVENUE SOUTH NAPLES FL 34102 1000050 X 1 1,695 SHARES VANGUARD 500 INDEX ADMIRAL (VFIAX) 1000050 2025-07-29 ACCOUNTING FEES 4000 0 4000 MARKETABLE SECURITIES- 0711 7396207 11532953 0 0 1227862 1279256 SQUADRA VENTURES LP AT COST 384133 1076679 DIVIDENDS REPORTED IN 2024 RECEIVED IN JANUARY 2025 2104 UNREALIZED GAIN/LOSS ON INVESTMENTS 833025 CONSULTING FEES 11192 0 11192 MISC FEES 491 491 0 TIMING DIFFERENCES IN REPORTING OF DIVIDENDS 1687 INVESTMENT FEES 33766 33766 0 PORTFOLIO DEDUCTIONS- SQUADRA VENTURES LP 10528 10528 0 PETER BOWE 590 14TH AVENUE SOUTH NAPLES FL 34102 BARBARA STEWART 590 14TH AVENUE SOUTH NAPLES FL 34102 FOREIGN TAXES 2116 2116 0 FEDERAL TAXES 33771 0 0