2024-10-24T09:55:29-05:00 2023-12-31 020662166 MILES & THIRION CPA FIRM INC 2050 PROCTOR ROAD SUITE F SARASOTA FL 34231 990PF 2023-01-01 650416098 TARR CHARITABLE FAMILY FOUNDATION INC TARR 9413668010 2070 RINGLING BOULEVARD SARASOTA FL 34237 DAVID S BAND PRESIDENT/TREASURER 9413668010 2024-09-26 1 1 SANDRA THIRION P00352561 9419297725 2023 2024-10-15 13:58:12Z X 2414190 X X 1162 1162 49825 49825 16473 269265 16473 3667 3667 71127 71127 0 0 0 52902 26451 26451 5496 2748 2748 10656 10656 0 3033 0 0 61 0 61 72148 39855 29260 110950 110950 183098 39855 140210 -111971 31272 183373 74127 74127 1639668 1635103 2246103 173281 173281 93960 1996322 1882511 2414190 0 0 X 2671400 2671400 0 0 -675078 -788889 1996322 1882511 1996322 1882511 1996322 -111971 0 1884351 1840 1882511 FIRST TRUST HIGH DIVIDEND 2023-01-01 2023-04-18 950 970 -20 -20 FIRST TRUST FT HIGH INCOME 2023-01-01 2023-09-28 912 922 -10 -10 FIRST TRUST SELECT DSIP PORTFO 2023-01-01 2023-10-18 1087 1103 -16 -16 FIRST TRUST HIGH DIVIDEND 2022-01-01 2023-04-18 28996 31673 -2677 -2677 FIRST TRUST FT HIGH INCOME 2022-01-01 2023-09-27 23757 24448 -691 -691 FIRST TRUST SELECT DSIP PORTFO 2022-01-01 2023-10-18 52029 51349 680 680 VIATRIS INCORPORATED 2000-07-03 2023-10-20 752 1530 -778 -778 F&G ANNUITIES & LIFE INC 2022-12-01 2023-01-06 681 655 26 26 REGIONS FINL CORP 2020-03-13 2023-01-06 22151 9780 12371 12371 VIATRIS INCORPORATED 2021-01-01 2023-01-06 12030 16966 -4936 -4936 INDEPENDENCE REALTY 2020-01-01 2023-09-21 22330 40204 -17874 -17874 BLACKROCK SUSTAINABLE BA 2020-01-01 2023-12-14 72215 73192 -977 -977 CAPITAL GAINS DIVIDENDS P 31375 31375 31375 16473 435 0 435 0 435 1520 0 0 0 1520 0 1085 0 1085 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A DAVID S BAND 9413668010 2070 RINGLING BOULEVARD SARASOTA FL 34237 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID S BAND 2070 RINGLING BOULEVARD SARASOTA FL 34237 DIRECTOR, PRESIDENT AND TR 0.00 0 0 0 GARY LANDSMAN 2070 RINGLING BOULEVARD SARASOTA FL 34237 DIRECTOR AND SECRETARY 0.00 0 0 0 STEVEN BAND 2070 RINGLING BOULEVARD SARASOTA FL 34237 DIRECTOR AND VICE PRESIDEN 0.00 0 0 0 CHAD GATES 2070 RINGLING BOULEVARD SARASOTA FL 34237 DIRECTOR AND VICE PRESIDEN 0.00 0 0 0 NONE 0 NONE 0 0 2286683 75201 0 2361884 0 0 2361884 35428 2326456 116323 116323 435 435 115888 0 115888 0 115888 140210 0 140210 115888 112056 0 0 140210 112056 0 0 28154 0 0 0 0 0 0 0 0 87734 0 0 0 DAVID S BAND 2070 RINGLING BOULEVARD SARASOTA FL 34237 9413668010 REQUEST FOR FORM NONE NONE LOYOLA UNIVERSITY NEW ORLEANS 6363 ST CHARLES AVE NEW ORLEAN LA 70118 NONE PC UNRESTRICTED 20000 SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1838 WALDEMERE STREET SARASOTA FL 34239 NONE PC UNRESTRICTED 15000 GEORGIA SOUTHERN UNIVERSITY FOUNDATION PO BOX 8053 STATESBORO GA 30460 NONE PC UNRESTRICTED 10000 JACKSONVILLE UNIVERSITY 2800 UNIVERSITY BLVD N JACKSONVILLE FL 32211 NONE PC UNRESTRICTED 10000 STATE COLLEGE OF FLORIDA FOUNDATION INC 5840 26TH STREET WEST BRADENTON FL 34207 NONE PC UNRESTRICTED 6000 ART WITH A HEART IN HEALTHCARE 841 PRUDENTIAL DRIVE RM/STE 150 JACKSONVILLE FL 32207 NONE PC UNRESTRICTED 5000 FANCONI ANEMIA RESEARCH FUND 360 EAST 10TH AVE SUITE 201 EUGENE OR 97401 NONE PC UNRESTRICTED 5000 LOVELAND CENTER INC 157 SOUTH HAVANA RD VENICE FL 34292 NONE PC UNRESTRICTED 5000 TAKE STOCK IN CHILDREN OF MANATEE PO BOX 325 PALMETTO FL 34220 NONE PC UNRESTRICTED 5000 RINGLING COLLEGE OF ART & DESIGN 2700 NORTH TAMIAMI TRAIL SARASOTA FL 34234 NONE PC UNRESTRICTED 5000 SEND A KID TO CAMP 5110 NE 24TH AVE VANCOUVER WA 98663 NONE PC UNRESTRICTED 5000 VENICE HIGH SCHOOL FOUNDATION 1 INDIAN AVE VENICE FL 34285 NONE PC UNRESTRICTED 3000 ST MARY'S EARLY LEARNING ACADEMY 815 6TH AVE SW PINE CITY MN 55063 NONE PC UNRESTRICTED 3000 MOTHER OF GOOD COUNSEL HOME 6825 NATURAL BRIDGE ROAD ST LOUIS MO 63121 NONE PC UNRESTRICTED 3000 DUCKS UNLIMITED INC 1 WATERFOWL WAY MEMPHIS FL 38120 NONE PC UNRESTRICTED 2000 BRIAN BILL FOUNDATION 1649 WATERMARK CIRCLE NE ST PETERSBURG FL 33702 NONE PC UNRESTRICTED 1550 JEWISH FEDERATION OF SARASOTA-MANATEE 580 S MCINTOSH ROAD SARASOTA FL 34232 NONE PC UNRESTRICTED 1000 BAYSIDE COMMUNITY CHURCH 8893 FRUITVILLE ROAD SARASOTA FL 34240 NONE PC UNRESTRICTED 1000 SARASOTA RISING INCORPORATED 2602 SUNNYSIDE STREET SARASOTA FL 34239 NONE PC UNRESTRICTED 1000 ST JUDES CHILDRENS RESEARCH OFFICE 1501 W CLEVELAND ST 230 TAMPA FL 33606 NONE PC UNRESTRICTED 1000 SHRINERS HOSPITALS 2900 ROCKY POINT DRIVE TAMPA FL 33607 NONE PC UNRESTRICTED 1000 SOLDIERS FREEDOM OUTDOORS 4342 SE 8TH AVE MELROSE FL 32666 NONE PC UNRESTRICTED 600 GIRLS INC 201 TUTTLE AVENUE SARASOTA FL 34237 NONE PC UNRESTRICTED 500 STATE OF FLORIDA POLICE ATHLETIC LEAGUES INC PO BOX 350399 JACKSONVILLE FL 32235 NONE PC UNRESTRICTED 250 TURNING POINTS FOR CHILDREN 415 SOUTH 15TH STREET PHILADELPHIA PA 19146 NONE PC UNRESTRICTED 250 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 60601 NONE PC UNRESTRICTED 250 WOUNDED VETERANS RELIEF FUND INC 300 PROSPERITY FARMS RD SUITE F NORTH PALM BEACH FL 33408 NONE PC UNRESTRICTED 250 JOHNS HOPKINS ALL CHILDREN'S FOUNDATION 3910 KESWICK RD S BLDG BALTIMORE MD 21211 NONE PC UNRESTRICTED 100 MEALS ON WHEELS PLUS OF MANATEE 811 23RD AVENUE EAST BRADENTON FL 34208 NONE PC UNRESTRICTED 100 FLORIDA SHERIFF'S YOUTH RANCHES PO BOX 2000 BOYS RANCH FL 32064 NONE PC UNRESTRICTED 100 110950 0 14 1162 14 49825 14 3667 18 16473 0 71127 0 71127 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5496 2748 2748 1ST MANATEE BANK STOCK 10000 10000 FIRST HOME BANK SHARES 27500 27500 MORGAN STANLEY 162588 158952 RAYMOND JAMES 236170 573722 SCHWAB 930739 1132861 STIFEL 268106 343068 LEGAL FEES 52902 26451 26451 BOOK ADJUSTMENT 1840 ANNUAL REPORT 61 0 61 NONDIVIDEND DISTRIBUTION 3667 3667 3667 BROKERAGE FEES 10656 10656 0 PENALTY 2 0 0 990PF - 2022 ES 1520 0 0 TAXES-990PF 1511 0 0