2026-09-15T15:44:08-04:00 2026-07-31 200396831 MYERS & COMPANY 2523 STICKNEY POINT RD SARASOTA FL 34231 990PF 2025-08-01 822300696 EVERETT W ERDOESY & GRETHA M ERDOESY FOUNDATION EVER 9419545772 3665 BEE RIDGE ROAD 300 SARASOTA FL 34233 JONATHAN ANDERSON TRUSTEE 9419545772 2026-08-31 BRENT J MYERS CPA P00327240 9419234085 2026-08-31 2025 X 1881704 X X 339 339 339 46758 46758 46758 84278 199363 52003 131375 99100 47097 34000 34000 34000 3450 3450 3450 18359 18359 18359 48 48 48 55857 55857 55857 0 105000 105000 160857 55857 55857 105000 -29482 43243 47647 51781 51781 1376500 1341346 1829923 1424147 1393127 1881704 0 X 1424147 1393127 1424147 1393127 1424147 1393127 1424147 -29482 1394665 1538 1393127 52003 601 601 601 601 false false false false false false false true FL true true false false false true N/A JONATHAN ANDERSON 9419545772 3665 BEE RIDGE RD 300 SARASOTA FL 34233 false false false false false false false false false false false false false false false false false false false false JONATHAN ANDERSON 3665 BEE RIDGE RD 300 SARASOTA FL 34233 TRUSTEE 000.00 17000 0 0 WAYNE F SEITL 3665 BEE RIDGE RD 300 SARASOTA FL 34233 TRUSTEE 000.00 17000 0 0 NONE NONE IN ACCORDANCE WITH EXEMPTION APPLICATION, GRANTS ARE DIRECTED TO INCLUDE, BUT NOT LIMITED TO BENEFIT LOCAL ENVIRONMENTAL CONSERVATION AND RESEARCH, LOCAL WOMEN'S AND CHILDREN'S HEALTH INITIATIVES AND TO BENEFIT THE COLLEGE OF VETERINARY MEDICINE OF NC STATE UNIVERSITY, RALEIGH, NORTH CAROLINA. IN FISCAL YEAR 2024/2025, VARIOUS CHARITABLE ORGANIZATIONS WERE PROVIDED 105,500. 105500 N/A 1729865 49713 79148 1858726 1858726 27881 1830845 91542 X 105000 105000 105000 105000 105000 X 0 39675 40977 80652 33724 34830 68554 105000 105500 112000 89500 412000 105000 105500 112000 89500 412000 61028 60047 58219 55541 234835 JONATHAN T ANDERSON TTEE 3665 BEE RIDGE RD 300 SARASOTA FL 34233 9419545772 JONATHAN@WSA-LAW.COM CONTACT JON ANDERSON, TRUSTEE NOT APPLICABLE NOT APPLICABLE NC VETERINARY MEDICAL FOUNDATION NC VETERINARY MEDICAL FOUNDATION CAMPUS BOX 7207 RALEIGH NC 276957207 N/A POF RESEARCH 25000 GIRLS INC OF SARASOTA GIRLS INC OF SARASOTA 201 S TUTTLE AVE SARASOTA FL 34237 N/A POF GENERAL 30000 MOTHERS HELPING MOTHERS MOTHERS HELPING MOTHERS 5933 N WASHINGTON BLVD SARASOTA FL 34243 N/A POF GENERAL 25000 SUNCOAST CHARITIES FOR CHILDREN SUNCOAST CHARITIES FOR CHILDREN 3000B RINGLING BLVD SARASOTA FL 34237 N/A POF GENERAL 10000 CHILDREN FIRST CHILDREN FIRST 1723 N ORANGE AVE SARASOTA FL 34234 N/A POF GENERAL 2500 ALL FAITHS FOOD BANK ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 N/A POF GENERAL 10000 JUMP FOR VALOR JUMP FOR VALOR 626 HIBISCUS DR VENICE FL 34285 N/A POF GENERAL 2500 105000 339 14 46758 14 52003 32275 98761 32614 131375 false false false false false false false false false false 3450 3450 3450 ARK INNOVATION ETF 2024-01 PURCHASE 2025-10 45010 23548 21462 CAPITAL GRP CORE BOND ETF 2024-01 PURCHASE 2026-01 50350 50387 -37 BLACKROCK MID CAP GRTH EQUITY 2024-01 PURCHASE 2026-07 52000 41150 10850 MUTUAL FDS, ETFS, AND CLOSED END FDS AT COST 1303343 1748754 NON TRADED REIT AT COST 38003 81169 OTHER BASIS ADJUSTMENTS 1538 ADVISORY FEES 18324 18324 18324 SPEC PRODUCT FEE 35 35 35 INCOME TAXES 48 48 48