2026-03-18T12:27:51-05:00 2025-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2025-01-01 820540623 GETZEN FAMILY CHARITIES INC C/O LINDA GETZEN GETZ 9419228581 1457 LANDINGS CIRCLE SARASOTA FL 34231 LINDA R GETZEN PRESIDENT 9419228581 2026-03-17 1 JULIE L BYNUM P00106704 9413654617 2025 2025-03-06 01:10:19Z X 5133500 X X 145531 145531 75506 576455 75506 114 114 221151 221151 0 0 0 3250 0 3250 4024 3024 0 43134 43051 83 50408 46075 3333 250500 250500 300908 46075 253833 -79757 175076 20446 5635 5635 114520 105136 105136 2340504 2282580 3533916 1050153 1044011 1091674 324250 332754 397139 3849873 3770116 5133500 0 0 X 0 0 0 0 3849873 3770116 3849873 3770116 3849873 3770116 3849873 -79757 0 3770116 0 3770116 PUBLICLY TRADED SECURITIES P 468170 451200 16970 16970 PUBLICLY TRADED SECURITIES P 49894 49749 145 145 CAPITAL GAINS DIVIDENDS P 58391 58391 58391 75506 2434 0 2434 0 2434 2120 0 0 0 2120 0 314 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A LINDA R GETZEN 9413217749 1457 LANDINGS CIRCLE SARASOTA FL 34231 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MINTA M GETZEN 1457 LANDINGS CIRCLE SARASOTA FL 34231 VP 1.00 0 0 0 LINDA R GETZEN 1457 LANDINGS CIRCLE SARASOTA FL 34231 PRESIDENT 2.00 0 0 0 SANDRA L ALGER 1457 LANDINGS CIRCLE SARASOTA FL 34231 SECRETARY/TREASURER 1.00 0 0 0 JAMES W GETZEN 1457 LANDINGS CIRCLE SARASOTA FL 34231 VP 1.00 0 0 0 NONE 0 NONE 0 0 4830906 144587 0 4975493 0 0 4975493 74632 4900861 245043 245043 2434 2434 242609 0 242609 0 242609 253833 0 253833 242609 222370 0 0 253833 222370 0 0 31463 0 0 0 0 0 0 0 0 211146 0 0 0 X ACADEMY AT GLENGARY 1910 GLENGARY ST SARASOTA FL 34231 NONE PC MENTAL HEALTH - JOB TRAINING 5000 ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 NONE PC HUNGER/HOMELESS 10000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 NONE PC EMERGENCY DISTRESS 2500 BIG WATERS LAND TRUST INC 400 PALMETTO AVE OSPREY FL 34229 NONE PC CONSERVATION ENVIRONMENT 2500 CHILDREN OF FALLEN SOLDIERS RELIEF FUND INC PO BOX 22056 SARASOTA FL 34276 NONE PC VETERANS/HOMELESS 2500 CHURCH OF THE PALMS 3224 BEE RIDGE RD SARASOTA FL 34239 NONE PC HUNGER/HOMELESS 10000 COMMUNITY FOUNDATION OF SARASOTA COUNTY 2635 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC EMERGENCY DISTRESS 10000 FORTY CARROTS FAMILY CENTER 1500 SOUTH TUTTLE AVE SARASOTA FL 34239 NONE PC MENTAL HEALTH & PARENTS' EDUCATION 20000 GIRL SCOUT OF GULFCOAST FLORIDA INC 4780 CATTLEMEN RD SARASOTA FL 34233 NONE PC YOUTH 20000 JACK & JILL LATE STAGE CANCER FOUNDATION 75 REMITTANCE DR CHICAGO IL 60676 NONE PC FAMILY RELIEF 4000 LIBRARY FOUNDATION FOR SARASOTA COUNTY INC 13801 TAMIAMI TR S-D NORTH PORT FL 34287 NONE PC EDUCATION 10000 MEALS ON WHEELS OF SARASOTA INC 421 NORTH LIME AVENUE SARASOTA FL 34237 NONE PC HUNGER/HOMELESS 10000 RESURRECTION HOUSE 507 KUMQUAT COURT SARASOTA FL 34236 NONE PC HUNGER/HOMELESS 5000 SAMARITAN COUNSELING CENTER 3224 BEE RIDGE RD SARASOTA FL 34239 NONE PC LET'S SAY YES! CAPITAL CAMPAIGN 110000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC EMERGENCY DISTRESS 10000 SARASOTA BAY WATCH INC PO BOX 1141 OSPREY FL 34229 NONE PC ENVIRONMENT 1000 SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1700 S TAMIAMI TRAIL SARASOTA FL 34239 NONE PC MEDICAL 5000 SOUTHWEST FLORIDA COUNCIL BOY SCOUTS OF AMERICA 1801 BOY SCOUT DRIVE FT MYERS FL 33907 NONE PC YOUTH 2500 TUNNELS TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC VETERANS/HOMELESS 5000 NATIONAL MULTIPLE SCLEROSIS SOCIETY PO BOX 91819 WASHINGTON DC 20090 NONE PC FBO MID-SOUTH FLORIDA CHAPTER 5000 SOLVE MATERNITY HOMES 1335 MANATEE AVE WEST BRADENTON FL 34205 NONE PC MOTHER/CHILD RELIEF 500 250500 0 14 145531 14 114 18 75506 0 221151 0 221151 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 3250 0 3250 NORTHERN CORP/GOVT FIXED INCOME FD 654354 698412 NORTHERN OTHER BONDS 389657 393262 MFB NORTHERN FDS LARGE CAP VALUE FD 1105725 1901599 NORTHERN SMALL CAP 284923 401464 NORTHERN INTL DEVELOPED 645760 902842 NORTHERN INTL EMERGING 246172 328011 MFO CREDIT SUISSE COMMODITY FD AT COST 77939 110040 NORTHERN REAL ESTATE FD AT COST 254815 287099 INVESTMENT FEES 43051 43051 0 CORPORATE ORGANIZATION FEE 61 0 61 OTHER EXPENSE 22 0 22 OTHER INCOME 114 114 114 FOREIGN TAX 3024 3024 0 EXCISE TAX 1000 0 0