2026-08-06T11:44:23-05:00 2025-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2025-01-01 332453834 FRANK J AND LENORA DUPUIS CHARITABLE FOUNDATION FRAN 9413654617 1605 MAIN STREET 600 SARASOTA FL 34236 FRANK DUPUIS DIRECTOR 9413654617 2026-06-24 1 ROBERT P CLARKE P00056150 9413654617 2025 2025-03-06 01:10:19Z X X X 5469547 X 3145038 115290 115070 1148112 2312161 1148112 210 210 4408650 1263392 0 0 0 22150 0 22150 764 0 0 11061 11061 0 33975 11061 22150 104001 104001 137976 11061 126151 4270674 1252331 114089 114089 0 13284 13407 0 3261620 4259916 0 452640 464779 0 429041 617356 0 4270674 5469547 0 0 X 0 0 0 0 0 4270674 0 4270674 0 4270674 0 4270674 0 4270674 0 4270674 ML #3167 137686 155769 -18083 -18083 ML #3167 1347753 504178 843575 843575 ML #3167 428731 119905 308826 308826 ML #21085 126844 113107 13737 13737 ML #21085 253670 252339 1331 1331 ML #21085 17252 18751 -1499 -1499 CAPITAL GAINS DIVIDENDS P 225 225 225 1148112 17407 0 17407 0 17407 764 0 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ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 NONE PC GENERAL 4500 BOYS TOWN 14100 CRAWFORD STREET BOYS TOWN NE 68010 NONE PC GENERAL 4500 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC GENERAL 4500 HOLY SEPULCHRE CHURCH 25800 W 10 MILE RD SOUTHFIELD MI 48033 NONE PC GENERAL 3000 104001 0 14 115290 01 210 18 1148112 0 1263612 0 1263612 0 0 0 0 0 0 0 0 0 0 X X 1 FRANK J DUPUIS 433 YACHT HARBOR DRIVE OSPREY FL 34229 1635600 X X 2 FRANK J AND LENORA DUPUIS FOUNDATION 1605 MAIN STREET SUITE 600 SARASOTA FL 34236 2548562 X X 3 CHUCK SUPPNICK CRAT PO BOX 3948 SARASOTA FL 34230 545259 X X 1 40000 SHARES BANK OF AMERICA CORPORATION STOCK. 1635600 2025-03-14 2 VARIOUS SECURITIES WITH FMV OF $2,459,277. 2459277 2025-04-04 3 VARIOUS SECURITIES WITH FMV OF $480,743 FMV 480743 2025-09-29 LINCOLN NATIONAL CORP 48453 48153 TRUIST FINL CORP 39013 39107 JPMORGAN CHASE & CO 28186 29095 PNC FINANCIAL SERVICES 38833 40263 STATE STREET CORP 47509 49037 BP CAPITAL MARKETS PLC 135425 141355 WELLS FARGO & COMPANY 85941 87781 BANK OF NY MELLOMN CORP 29280 29988 ALLSTATE CORP 51658 50515 ATHENE HOLDING LTD 80811 80281 EQUITABLE HOLDING INC 19199 19392 JPMORGAN CHASE & CO 4.625% 25957 24589 METLIFE INC 16736 17076 MORGAN STANLEY 6.5% 47976 48800 PRUDENTIAL FINANCIAL INC 14335 14622 SEMPRA ENERGY 54334 58503 THE ALLSTATE CORP 51287 49020 THE HATFORD INSURANCE 50119 50986 TRUIST FINL CORP 25115 23856 ALLSTATE CORP DEL COM 43209 52037 ALPHABET INC 89530 149614 AMAZON COM INC 24375 25621 ANALOG DEVICES INC COM 5292 5966 APPLE INC 34951 291978 ARES CAPITAL CORP 44958 42281 ASTRAZENECA PLC 45361 61961 AT&T 143928 134260 AXON ENTERPRISE INC 732 568 BOEING COMPANY 1215 1303 BOSTON SCIENTIFIC CORP 940 858 BP PLC 31356 34730 BROADCOM INC 27564 82372 CATERPILLAR INC 38309 43538 CHENIERE ENERGY 917 778 CHEVRON CORP 52260 55630 CONSTELLATION ENERGY 1142 1413 COSTCO WHOLESALE CRP 1026 862 CROWDSTRIKE HLDGS INC 14685 16407 DATADOG INC 1591 1904 DIGITAL RLTY TR 74103 90969 DOLLAR GENERAL CORP 911 1195 EATON CORP 82574 85679 EILI LILLY & CO 24383 40838 EMERSON ELEC 54061 82552 EQT CORP 18247 18760 EXXON MOBIL CORP 68641 80628 FERRARI NV 1986 1478 FIGMA INC 5271 5120 FREEPORT-MCMORAN INC 33683 37585 GE VERNOVA INC 1354 1961 GENL DYNAMICS CORP 39187 51172 GILEAD SCIENCES INC 45101 55847 HEWLETT PACKARD 40182 63100 HOME DEPOT INC 46712 48862 HP INC 28465 19718 INTL BUSINESS MACHINES 37770 73164 INTUITIVE SURGICAL INC 1639 1699 JPMORGAN CHASE & CO 41222 134366 KINDER MORGAN INC 100004 148556 LINDE PLC 1363 1279 MARATHON PETROLEUM CORP 128545 162630 MASTERCARD INC 1702 1713 MCDONALDS CORP 49764 50123 MEDTRONIC PLC 56889 64360 META PLATFORMS 87405 82511 MICROSOFT CORP 40620 53198 NETFLIX COM 1190 938 NVIDIA 28142 33383 ONEOK INC 15045 15876 ORACLE CORP 6492 6822 PALANTIR TECHNOLOGIES 19132 21330 PALO ALTO NETWORKS 18594 18420 PEPSICO 87848 86255 PRINCIPAL FINANCIAL GRP 52576 57513 PROCTER & GAMBLE 1324 1146 PROGRESSIVE CRP 1125 911 PROLOGIS 1880 2298 PUB SVC ENTERPRISE GRP 36505 39427 REALTY INCM CRP 37399 37711 RTX 61766 88215 S&P GLOBAL INC 1531 1568 SAP SE 1192 972 SEAGATE TECH HLDGS 25096 52324 SERVICENOW INC 21956 21753 SIMON PROPERTY GROUP 56712 71082 SNOWFLAKE INC 1220 1316 SPOTIFY TECH S.A. 15129 12776 SPROUTS FARMERS MARKETS 1154 558 T-MOBILE US INC 722 609 TESLA 19339 25634 TEXAS INSTRUMENTS 38237 43546 TJX COS 915 1075 TOPBUILD CORP 1670 2503 TPG INC REG SHS 19429 21195 TRUIST FINL CORP 37370 55755 UBER TECHNOLOGIES 5837 4984 UNION PACIFIC CORP 16349 37242 VERIZON COMMUNICATIONS 54349 48876 VISA INC 718 701 WALMART INC 52848 82778 WELS FARGO & CO 74534 92082 WELLTOWER INC 37489 54755 WILLIAMS COMPANIES 61623 113548 WORKDAY INC 1342 1074 XCEL ENERGY INC 65000 71127 JPMORGAN CHASE & CO 5.75% 19286 19836 JPMORGAN CHASE & CO 6.00% 75385 75621 MORGAN STANLEY 6.875% 33518 33597 13284 13407 0 0 AMER FUNDS AMERICAN HIGH AT COST 4375 4498 FIRST EAGLE GOLD FUND AT COST 6800 10885 FRANKLIN CALIFORNIA TAX AT COST 1951 2008 INVESCO S AND P 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SUPPNICK CRAT PO BOX 3948 SARASOTA FL 34230 EXCISE TAX 764 0 0