2026-03-09T10:05:32-05:00 2025-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2025-01-01 592243926 WILSON - WOOD FOUNDATION INC WILS 9414846549 2283 HARRIER WAY NOKOMIS FL 34275 SUSAN WOOD SECRETARY/TREASURER 9414846549 2026-03-02 1 BRIAN SIMMONS P00360690 9413654617 2025 2025-03-06 01:10:19Z X 14916031 X X 308259 308259 1377390 2662656 1377390 1685649 1685649 128794 25759 103035 25308 5062 20246 17150 0 17150 98937 98937 0 22266 648 0 874 0 1981 0 1981 8239 0 8239 303549 130406 150651 450000 450000 753549 130406 600651 932100 1555243 25 25 25 512788 466082 466082 7102 7102 10384503 10911131 10911131 2184166 2717189 2717189 802497 804715 804715 7330 5065 3139 2265 2265 6115 7522 7522 13893233 14916031 14916031 93755 86202 93755 86202 X 0 0 0 0 13799478 14829829 13799478 14829829 13893233 14916031 13799478 932100 99671 14831249 1420 14829829 PUBLICLY TRADED SECURITIES P 1513 1172 341 341 PUBLICLY TRADED SECURITIES P 24925 25687 -762 -762 PUBLICLY TRADED SECURITIES P 1930059 1160782 769277 769277 PUBLICLY TRADED SECURITIES P 706159 97625 608534 608534 1377390 21618 0 21618 0 21618 28720 0 0 0 28720 X 0 7102 7102 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A SUSAN WOOD EXECUTIVE DIRECTOR 9414846549 2283 HARRIER WAY NOKOMIS FL 34275 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN WOOD 2283 HARRIER WAY NOKOMIS FL 34275 SECRETARY/TREASURER 40.00 128794 15455 0 THOMAS A FAESSLER 2283 HARRIER WAY NOKOMIS FL 34275 PRESIDENT 5.00 0 0 0 JOY F MAHLER 2283 HARRIER WAY NOKOMIS FL 34275 VP, DIRECTOR MARCH 2025 5.00 0 0 0 NONE 0 NONE 0 0 13509381 766152 0 14275533 0 0 14275533 214133 14061400 703070 703070 21618 21618 681452 0 681452 0 681452 600651 0 600651 681452 439127 0 0 600651 439127 0 0 161524 0 0 0 0 0 0 0 0 519928 0 0 0 SUSAN WOOD EXECUTIVE DIRECTOR 2283 HARRIER WAY NOKOMIS FL 34275 9414846549 WWFND@VERIZON.NET A SHORT (1-2 PAGE) LETTER SHOULD BE WRITTEN CONTAINING OFFICIAL NAME & PURPOSE OF THE ORGANIZATION, BRIEF DESC. & TIMETABLE OF PROJECTS, TOTAL EST. COST OF PROJ. & TENTATIVE SUPPORT SOUGHT. PROVIDE COPY OF TAX EXEMPT LETTER. PROVIDE MOST RECENT AUDIT AND 990 TAX RETURN. LETTERS WITH ABOVE MUST BE MAILED BEFORE JUNE. ONLY U.S. ORGS. WITH 501(C)3 AND 509 (A)(1), OR (2) STATUS CONSIDERED. NOT CONSIDERED ARE PROPOSALS FOR ENDOWMENT FUNDS, TRAVEL PROJECTS, SURVEYS FUND RAISING COSTS, RESEARCH, PROPOSALS FROM OTHER PRIVATE FOUNDATIONS, MULTIPLE YEAR, REQUESTS FOR EMERGENCY FUNDS TO ELIMINATE EXISTING DEFICITS. REQUESTS FROM NATIONAL ORGANIZATIONS ONLY IF FOR PROGRAMS ON A LOCAL LEVEL. ACADEMY AT GLENGARY INC 1910 GLENGARY STREET SARASOTA FL 34231 NONE PC TRANSPORTATION ASSISTANCE PROGRAM 25000 BIG BROTHERS BIG SISTERS OF THE SUN COAST INC 1000 S TAMIAMI TRAIL SUITE C VENICE FL 34285 NONE PC MENTORING CENTER PROGRAM SUPPORT 15000 BOYS & GIRLS CLUBS OF MANATEE COUNTY INC PO BOX 280 BRADENTON FL 34206 NONE PC TEEN PROGRAMS 15000 BOYS & GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES INC 3130 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC SCHOLARSHIP SUPPORT FOR ROY MCBEAN 15000 CHILD PROTECTION CENTER INC 720 SOUTH ORANGE AVENUE SARASOTA FL 34236 NONE PC CHILDREN/FAMILIES SUPERVISED VISITATION 10000 CHILDREN FIRST INC 1723 NORTH ORANGE AVENUE SARASOTA FL 34234 NONE PC COMPREHENSIVE SERVICES FOR CHILDREN/FAMILIES 10000 COMMUNITY ASSISTED AND SUPPORTED LIVING INC 2911 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC COMMUNITY BASED FAMILY SUPPORT 30000 COMMUNITY COALITION ON HOMELESSNESS CORP 1701 17TH AVENUE WEST BRADENTON FL 34205 NONE PC PRESCRIPTION ASSISTANCE PROGRAM 25000 EASTER SEALS SOUTHWEST FLORIDA INC 350 BRADEN AVENUE SARASOTA FL 34243 NONE PC CHILDREN'S THERAPY PROGRAM 15000 EXCHANGE CLUB FAMILY PARTNERSHIP CENTER OF MANATEE COUNTY INC 602 3RD STREET EAST BRADENTON FL 34208 NONE PC PARENT EDUCATION PROGRAM 15000 FLORIDA CENTER FOR EARLY CHILDHOOD INC 4620 17TH STREET SARASOTA FL 34235 NONE PC DEVELOPMENTAL THERAPY PROGRAM 10000 FORTY CARROTS OF SARASOTA INC 1500 S TUTTLE AVENUE SARASOTA FL 34239 NONE PC PARENT EDUCATION 5000 FOUNDATION FOR DREAMS INC 16110 DREAM OAKS PLACE BRADENTON FL 34212 NONE PC CAMPERSHIPS FOR CHILDREN WITH SPECIAL NEEDS 10000 GIRLS INCORPORATED OF SARASOTA COUNTY 201 S TUTTLE AVENUE SARASOTA FL 34237 NONE PC SCHOLARSHIPS FOR GIRLS/FAMILY STRENGTHENING 10000 HABITAT FOR HUMANITY SARASOTA INC 1757 N EAST AVENUE SARASOTA FL 34234 NONE PC HVACS FOR CRITICAL HOME REPAIR PROGRAM 15000 JEWISH FAMILY & CHILDREN SERVICES OF THE SUNCOAST INC 2688 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC COUNSELING SERVICES 15000 LAUREL CIVIC ASSOCIATION INC PO BOX 511 LAUREL FL 34272 NONE PC UPGRADE PROGRAM TECHNOLOGY 20000 LITERACY COUNCIL OF SARASOTA INC 1750 17TH STREET BLDG K-3 SARASOTA FL 34234 NONE PC ADULT/FAMILY LITERACY PROGRAM 20000 MANA-SOTA LIGHTHOUSE FOR THE BLIND INC 7318 N TAMIAMI TRAIL SARASOTA FL 34243 NONE PC ASSISTIVE TECHNOLOGY PROGRAM 10000 MANATEE CHILDREN'S SERVICES INC 1227 9TH AVE W BRADENTON FL 34205 NONE PC PARENT SUPPORT GROUP 15000 MEALS ON WHEELS OF SARASOTA INC 421 N LIME AVENUE SARASOTA FL 34237 NONE PC MEAL SERVICE PROGRAM 15000 MEALS ON WHEELS PLUS OF MANATEE INC 811 23RD AVENUE EAST BRADENTON FL 34208 NONE PC ADULT DAY RESPITE PROGRAMS/FACILITY UPGRADES 25000 NEURO CHALLENGE FOUNDATION INC 722 APEX ROAD UNIT A SARASOTA FL 34240 NONE PC PARKINSONS PROGRAM SUPPORT 20000 SAFE CHILDREN COALITION INC 1500 INDEPENDENCE BLVD STE 210 SARASOTA FL 34234 NONE PC HIPPY PROGRAM 15000 SALVATION ARMY OF SARASOTA COUNTY 1400 10TH STREET SARASOTA FL 34236 NONE PC SALARY INCREASES FOR EMPLOYEE RETENTION 25000 SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 NONE PC CAREGIVER RESOURCE CLASSES 10000 SOUTHEASTERN GUIDE DOGS INC 4210 77TH STREET EAST PALMETTO FL 34221 NONE PC MILITARY VETS/SERVICE DOGS MATCH 10000 TIDEWELL FOUNDATION INC 5955 RAND BLVD SARASOTA FL 34238 NONE PC GRIEF SUPPORT SERVICES 15000 WOMENS RESOURCE CENTER OF MANATEE INC 1926 MANATEE AVENUE WEST BRADENTON FL 34205 NONE PC SOUTH COUNTY PROGRAM SUPPORT 10000 450000 0 14 308259 18 1377390 0 1685649 0 1685649 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 17150 0 17150 HP PRINTER ALL IN ONE LASER WIRELESS 2013-01-26 260 260 SL 5.000000000000 0 0 DELL LATITUDE 2019-01-16 1534 1534 SL 5.000000000000 0 0 HIGH BACK EXECUTIVE CHAIR 2020-02-10 499 349 SL 7.000000000000 71 0 DELL LATITUDE 2021-01-13 1449 1015 SL 5.000000000000 290 0 OFFICE CHAIR 2022-11-23 550 165 SL 7.000000000000 79 0 CABINETS AND DESK 2022-11-12 2486 769 SL 7.000000000000 355 0 FRAMEWORK FOR TWO PORTRAITS 2023-10-03 552 99 SL 7.000000000000 79 0 ALBEMARLE CORP NOTE CALL MAKE WHOLE 5.05% 201521 201521 AVERY DENNISON CORP NOTE 5.75% 03/15/2023 84909 84909 BARCLAYS BANK PLC SER A 2.7% 06/01/32 CALLABLE 06/01/23 (06747PVH9) 85634 85634 CVS HEALTH CORP NOTE CALL MAKE WHOLE 5.7% 209628 209628 DEVON ENERGY CORP NEW NOTE 5.20% 99657 99657 DOLLAR GEN CORP NOTE CALL MAKE WHOLE 5.45% 103763 103763 GOLDMAN SACHS GROUP INC MTN 4% 04/26/2026 (38L50AL Y9) 99797 99797 HOME DEPOT INC NOTE CALL MAKE WHOLE 4.90% 102839 102839 HUNTINGTON NATIONAL BANK MARYL NOTE 5.65% 01/10/2030 78581 78581 ISHARES 1-5 YR INV GRADE CORP BND ETF (IGSB) 38602 38602 ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 89892 89892 JPMORGAN CHASE & CO SER E 2% 8/17/34 (48128G2F6) 279424 279424 SOUTHERN CO GAS CAP SER 2023A NOTE 5.75% 09/15/2033 84828 84828 SPDR BLOOMBERG SHORT TERM HGH YLD BD ETF(SJNK) 506400 506400 TAMPA ELEC CO NOTE CALL MAKE WHOLE 4.90% 102159 102159 TORONTO DOMINION BANK MTN 3% 03/31/27 CALLABLE 03/31/23 (89114V7B7) 49475 49475 UNITEDHEALTH GROUP INC NOTE 5.30% 02/15/2030 104253 104253 BROADCOM INC NOTE CALL MAKE WHOLE 4.80% 02/15/2036 98728 98728 EBAY INC. NOTE 5.125% 11/06/2035 100074 100074 ETF VAN GUARD BOND INDX (BSV) 197025 197025 ABBOTT LABS (ABT) 313225 313225 ALPHABET INC CL A (GOOGL) 547750 547750 AMAZON.COM INC (AMZN) 392394 392394 AMERICAN EXPRESS CO 345903 345903 AMGEN INC (AMGN) 163655 163655 APPLE INC (AAPL) 815580 815580 ARISTA NETWORKS INC 458605 458605 BERKSHIRE HATHAWAY INC DELAWARE (BRK A) 754800 754800 CHEVRON CORP (CVX) 228615 228615 COSTCO WHOLESALE CORP (COST) 202650 202650 DUPONT DE NEMOURS INC (DD) 89847 89847 EMERSON ELECTRIC CO (EMR) 132720 132720 EXXON MOBIL CORP (XOM) 120340 120340 GENUINE PARTS CO (GPC) 245920 245920 HONEYWELL INTERNATIONAL INC (HON) 219476 219476 !SHARES CORE HIGH DIVIDEND (HOV) 364830 364830 JACOBS SOLUTIONS INC (J) 132460 132460 JPMORGAN CHASE & CO (JPM) 322220 322220 KROGER CO (KR) 124960 124960 MERCK & CO NEW (MRK) 263150 263150 META PLATFORMS INC 264036 264036 MICROSOFT CORP (MSFT) 483620 483620 NOVO NORDISK ADR (NVO) 62074 62074 NVIDIA CORP (NVDA) 746000 746000 PROCTER & GAMBLE CO (PG) 218548 218548 SOUTHERN COMPANY (SO) 148240 148240 T-MOBILE INC (TMUS) 223344 223344 TOLL BROTHERS (TOL) 148742 148742 VANGUARD DIVIDEND APPRECIATION (VIG) 835164 835164 VANGUARD MID-CAP (VO) 435330 435330 INTERNATIONAL BUSINESS MACHINES CORP (IBM) 281400 281400 MARVEL TECHNOLOGY INC (MRVL) 217549 217549 QUANTA SERVICES (PWR) 308104 308104 TEXAS INSTRUMENTS (TXN) 152671 152671 ZOETIS INC (ZTS) 147209 147209 CERTIFICATE OF DEPOSIT AT COST 804715 804715 HP PRINTER ALL IN ONE LASER WIRELESS 260 260 0 DELL LATITUDE 1534 1534 0 HIGH BACK EXECUTIVE CHAIR 499 420 79 DELL LATITUDE 1449 1305 144 OFFICE CHAIR 550 244 306 CABINETS AND DESK 2486 1124 1362 FRAMEWORK FOR TWO PORTRAITS 552 178 374 ACCRUED INTEREST AND DIVIDENDS 6115 7522 7522 UNREALIZED DEFERRED EXCISE TAX EXPENSE 1420 INSURANCE 2424 0 2424 OFFICE 4160 0 4160 SUBSCRIPTIONS/PUBLICATIONS 1523 0 1523 BANK SERVICE CHARGES 120 0 120 POSTAGE 12 0 12 UNREALIZED GAIN ON SECURITIES 99671 DEFERRED EXCISE TAX PAYABLE 84782 86202 EXCISE TAX PAYABLE 8973 0 INVESTMENT FEES 98937 98937 0 EXCISE TAX 21618 0 0 FOREIGN TAX 648 648 0