2026-06-11T09:45:10-04:00 2025-12-31 833033790 DG PERRY PLLC 999 VANDERBILT BEACH RD SUITE 707 NAPLES FL 34108 990PF 2025-01-01 873535283 FRANK G DAVELER FOUNDATION FRAN 2394516073 5920 GOODLETTE-FRANK ROAD NAPLES FL 34109 FLORIDA TRUST WEALTH MANAGEMENT TRUSTEE 2397744000 2026-06-08 true ELIZABETH M BUEMI CPA P02179498 2392622279 2026-06-08 2025 2025-03-06 01:10:19Z X 3321355 X X 130861 130861 130861 216969 1092139 216969 347830 347830 130861 52485 43336 9149 2139 2139 54624 43336 11288 1623100 1623100 1677724 43336 1634388 -1329894 304494 130861 2 2 557055 102515 102515 3424529 2549359 3218840 3981586 2651876 3321355 0 X 3981586 2651876 3981586 2651876 3981586 2651876 3981586 -1329894 184 2651876 2651876 FLORIDA TRUST P 1092139 875170 216969 216969 216969 4232 4232 4232 1680 1680 2552 false false false false false false false true true true false false false false true N/A BILLIE PORTER 2397744400 5920 GOODLETTE-FRANK ROAD NAPLES FL 34109 false false false false false false false false false false false false false false false false false false false false FLORIDA TRUST WEALTH MANAGEMENT 5920 GOODLETTE-FRANK ROAD NAPLES FL 34109 TRUSTEE 000.00 0 0 0 NONE NONE N/A 1609420 102515 0 1711935 1711935 25679 1686256 84313 84313 4232 4232 80081 80081 80081 1634388 1634388 80081 43406 172888 334832 551126 1634388 80081 1554307 2105433 0 2105433 43406 172888 334832 1554307 X FLORIDA SOUTHWESTERN STATE COLLEGE 8099 COLLEGE PARKWAY FORT MYERS FL 33919 N/A PC GENERAL GRANT 376000 FLORIDA SOUTHWESTERN STATE COLLEGE 8099 COLLEGE PARKWAY FORT MYERS FL 33919 N/A PC GENERAL GRANT 598550 FLORIDA SOUTHWESTERN STATE COLLEGE 8099 COLLEGE PARKWAY FORT MYERS FL 33919 N/A PC GENERAL GRANT 598550 SOUTHWEST FLORIDA CEO INC 15275 COLLIER BLVD NAPLES FL 34119 N/A PC GENERAL GRANT 50000 1623100 14 130861 14 216969 347830 347830 false false false false false false false false false false MUTUAL FUNDS 1529640 1576782 EQUITIES 1019719 1642058 UNCLAIMED FUNDS 184 LEGAL FEES 4484 4484 ADVISORY FEES 43336 43336 CONSULTING 1750 1750 ACCOUNTING 2915 2915 FEDERAL TAXES 2139 2139 FOREIGN TAX EXPENSE