2024-03-28T17:19:35-05:00 2023-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2023-01-01 592243926 WILSON - WOOD FOUNDATION INC WILS 9414846549 2283 HARRIER WAY NOKOMIS FL 34275 SUSAN WOOD SECRETARY/TREASURER 9414846549 2024-03-27 1 SUSAN WOOD 999009999 0 REBECCA U STONER P00585910 9413654617 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12171801 X X 275890 275890 1246088 2621095 1246088 1521978 1521978 121656 24331 97325 23905 4781 19124 15400 0 15400 74843 74843 0 19979 272 0 1085 0 2147 0 2147 4038 0 4038 263053 104227 138034 450000 450000 713053 104227 588034 808925 1417751 25 25 25 541362 1806846 1806846 3709 9203240 8953629 8953629 1398137 1391714 1391714 7330 3182 4680 4148 4148 8966 15439 15439 11160119 12171801 12171801 78233 96778 78233 96778 X 0 0 0 0 11081886 12075023 11081886 12075023 11160119 12171801 11081886 808925 186759 12077570 2547 12075023 PUBLICLY TRADED SECURITIES 1671290 1270987 400303 400303 PUBLICLY TRADED SECURITIES - NONCOVERED 949805 104020 845785 845785 1246088 19707 0 19707 0 19707 3709 0 0 0 3709 X 0 15998 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A SUSAN WOOD EXECUTIVE DIRECTOR 9414846549 2283 HARRIER WAY NOKOMIS FL 34275 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN WOOD 2283 HARRIER WAY NOKOMIS FL 34275 SECRETARY/TREASURER 40.00 121656 14599 0 THOMAS AFAESSLER 2283 HARRIER WAY NOKOMIS FL 34275 PRESIDENT 5.00 0 0 0 LORI B COOPER 2283 HARRIER WAY NOKOMIS FL 34275 VP, DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 10797255 866688 0 11663943 0 0 11663943 174959 11488984 574449 574449 19707 19707 554742 0 554742 0 554742 588034 0 588034 554742 436112 0 0 588034 436112 0 0 151922 0 0 0 0 0 0 0 0 402820 0 0 0 SUSAN WOOD EXECUTIVE DIRECTOR 2283 HARRIER WAY NOKOMIS FL 34275 9414846549 WWFND@VERIZON.NET A SHORT (1-2 PAGE) LETTER SHOULD BE WRITTEN CONTAINING OFFICIAL NAME & PURPOSE OF THE ORGANIZATION, BRIEF DESC. & TIMETABLE OF PROJECTS, TOTAL EST. COST OF PROJ. & TENTATIVE SUPPORT SOUGHT. PROVIDE COPY OF TAX EXEMPT LETTER. PROVIDE MOST RECENT AUDIT AND 990 TAX RETURN. LETTERS WITH ABOVE MUST BE MAILED BEFORE JUNE. ONLY U.S. ORGS. WITH 501(C)3 AND 509 (A)(1), OR (2) STATUS CONSIDERED. NOT CONSIDERED ARE PROPOSALS FOR ENDOWMENT FUNDS, TRAVEL PROJECTS, SURVEYS FUND RAISING COSTS, RESEARCH, PROPOSALS FROM OTHER PRIVATE FOUNDATIONS, MULTIPLE YEAR, REQUESTS FOR EMERGENCY FUNDS TO ELIMINATE EXISTING DEFICITS. REQUESTS FROM NATIONAL ORGANIZATIONS ONLY IF FOR PROGRAMS ON A LOCAL LEVEL. ACADEMY AT GLENGARY INC 1910 GLENGARY STREET SARASOTA FL 34231 NONE PC TRANSPORTATION ASSISTANCE PROGRAM 20000 BIG BROTHERS BIG SISTERS OF THE SUN COAST INC 1000 S TAMIAMI TRAIL SUITE C VENICE FL 34285 NONE PC READING BIGS/MENTORING ELEMENTARY SCHOOL KIDS 10000 BOYS & GIRLS CLUBS OF MANATEE COUNTY INC PO BOX 280 BRADENTON FL 34206 NONE PC GRADUATION/CAREER PROGRAMS/SERVICES FOR TEENS 20000 BOYS & GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES INC 3130 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC SCHOLARSHIP SUPPORT FOR ROY MCBEAN 10000 CHILD PROTECTION CENTER INC 720 SOUTH ORANGE AVENUE SARASOTA FL 34236 NONE PC CHILDREN/FAMILIES SUPERVISED VISITATION 10000 CHILDREN FIRST INC 1723 NORTH ORANGE AVENUE SARASOTA FL 34234 NONE PC COMPREHENSIVE SERVICES FOR CHILDREN/FAMILIES 12500 COMMUNITY ASSISTED AND SUPPORTED LIVING INC 2911 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC COMMUNITY BASED LIFE SKILLS SUPPORT 30000 EASTER SEALS SOUTHWEST FLORIDA INC 350 BRADEN AVENUE SARASOTA FL 34243 NONE PC CHILDREN SERVICES 15000 EXCHANGE CLUB FAMILY PARTNERSHIP CENTER OF MANATEE COUNTY INC 602 3RD STREET EAST BRADENTON FL 34208 NONE PC PARENT EDUCATION PROGRAM 10000 FLORIDA CENTER FOR EARLY CHILDHOOD INC 4620 17TH STREET SARASOTA FL 34235 NONE PC MENTAL HEALTH SERVICES 8000 FORTY CARROTS OF SARASOTA INC 1500 S TUTTLE AVENUE SARASOTA FL 34239 NONE PC MENTAL HEALTH SERVICES 5000 FOUNDATION FOR DREAMS INC 16110 DREAM OAKS PLACE BRADENTON FL 34212 NONE PC CAMPERSHIPS FOR CHILDREN WITH SPECIAL NEEDS 10000 GIRLS INCORPORATED OF SARASOTA COUNTY 201 S TUTTLE AVENUE SARASOTA FL 34237 NONE PC SCHOLARSHIPS FOR GIRLS/FAMILY STRENGTHENING 12000 HABITAT FOR HUMANITY SARASOTA INC 1757 N EAST AVENUE SARASOTA FL 34234 NONE PC HVACS FOR CRITICAL HOME REPAIR PROGRAM 16000 JEWISH FAMILY & CHILDREN SERVICES OF THE SUNCOAST INC 2688 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC COUNSELING SERVICES 20000 LAUREL CIVIC ASSOCIATION INC PO BOX 511 LAUREL FL 34272 NONE PC UPGRADE PROGRAM TECHNOLOGY 15400 LITERACY COUNCIL OF SARASOTA INC 1750 17TH STREET BLDG K-3 SARASOTA FL 34234 NONE PC ADULT/FAMILY LITERACY PROGRAM 17500 LOVELAND CENTER INC 157 S HAVANA ROAD VENICE FL 34292 NONE PC INVISIBLE DISABILITIES PROGRAM 25000 MANA-SOTA LIGHTHOUSE FOR THE BLIND INC 7318 N TAMIAMI TRAIL SARASOTA FL 34243 NONE PC INDEPENDENT LIVING PROGRAM 16600 MANATEE CHILDREN'S SERVICES INC 1227 9TH AVE W BRADENTON FL 34205 NONE PC PARENT SUPPORT GROUP 16000 MEALS ON WHEELS OF SARASOTA INC 421 N LIME AVENUE SARASOTA FL 34237 NONE PC MEAL SERVICE PROGRAM 12500 MEALS ON WHEELS PLUS OF MANATEE INC 811 23RD AVENUE EAST BRADENTON FL 34208 NONE PC ADULT DAY RESPITE PROGRAM 20000 NEURO CHALLENGE FOUNDATION INC 722 APEX ROAD UNIT A SARASOTA FL 34240 NONE PC PARKINSONS PROGRAM SUPPORT 16000 SAFE CHILDREN COALITION INC 1500 INDEPENDENCE BLVD STE 210 SARASOTA FL 34234 NONE PC HIPPY PROGRAM 15000 SALVATION ARMY OF SARASOTA COUNTY 1400 10TH STREET SARASOTA FL 34236 NONE PC SALARY INCREASES FOR EMPLOYEE RETENTION 20000 SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 NONE PC CAREGIVER RESOURCE CLASSES 7500 SOUTHEASTERN GUIDE DOGS INC 4210 77TH STREET EAST PALMETTO FL 34221 NONE PC MILITARY VETS/SERVICE DOGS MATCH 10000 TIDEWELL FOUNDATION INC 5955 RAND BLVD SARASOTA FL 34238 NONE PC TIDEWELL HONORS VETERANS PROGRAM 25000 WOMENS RESOURCE CENTER OF MANATEE INC 1926 MANATEE AVENUE WEST BRADENTON FL 34205 NONE PC PROJECT UPLIFT PROGRAM 10000 YMCA OF SOUTHWEST FLORIDA INC 701 CENTER ROAD VENICE FL 34285 NONE PC PRESCHOOL SCHOLARSHIPS 15000 450000 0 14 275890 18 1246088 0 1521978 0 1521978 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15400 0 15400 HP PRINTER ALL IN ONE LASER WIRELESS 2013-01-26 260 260 SL 5.000000000000 0 0 DELL LATITUDE 2019-01-16 1534 1128 SL 5.000000000000 271 0 HIGH BACK EXECUTIVE CHAIR 2020-02-10 499 207 SL 7.000000000000 71 0 DELL LATITUDE 2021-01-13 1449 435 SL 5.000000000000 290 0 OFFICE CHAIR 2022-11-23 550 7 SL 7.000000000000 79 0 CABINETS AND DESK 2022-11-12 2486 59 SL 7.000000000000 355 0 FRAMEWORK FOR TWO PORTRAITS 2023-10-03 552 SL 7.000000000000 20 0 AVERY DENNISON CORP NOTE 5.75% 03/15/2023 84459 84459 BARCLAYS BANK PLC SER A 2.7% 06/01/32 CALLABLE 06/01/23 (06747PVH9) 82255 82255 GOLDMAN SACHS GROUP INC MTN 4% 04/26/2026 (38L50AL Y9) 96847 96847 GOOGLE INC 3.375% 2/25/24 (38259PAD4) 99665 99665 HUNTINGTON NATIONAL BANK MARYL NOTE 5.65% 01/10/2030 75356 75356 ISHARES 1-5 YR INV GRADE CORP BND ETF (IGSB) 37431 37431 ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 89325 89325 JPMORGAN CHASE & CO SERE 2% 8/17/34 (48128G2F6) 254105 254105 JPMORGAN CHASE SER A MTN 4.05% 07/29/2024 CALLABLE 01/29/23 (48133DN55) 98843 98843 SOUTHERN CO GAS CAP SER 2023A NOTE 5.75% 09/15/2033 83869 83869 SPDR BLOOMBERG SHORT TERM HGH YLD BD ETF(SJNK) 50280 50280 THOMAS JEFFERSON UNIV SER 2022A 2.368% 11/01/25 (88444NAC2) 93306 93306 TORONTO DOMINION BANK MTN 3% 03/31/27 CALLABLE 03/31/23 (89114V7B7) 47358 47358 TRUIST FINL CORP SER G 1.2% 8/5/25 CALLABLE 7/3/25 (89788MAA0) 93825 93825 UNITEDHEALTH GROUP INC NOTE 5.30% 02/15/2030 104790 104790 ABBOTT LABS (ABT) 275175 275175 AFLAC INC (AFL) 330000 330000 ALPHABET INC CL A (GOOGL) 419070 419070 AMAZON.COM INC (AMZN) 410238 410238 AMGEN INC (AMGN) 216015 216015 APPLE INC (AAPL) 577590 577590 AUTOMATED DATA PROCESSING (ADP) 135123 135123 BERKSHIRE HATHAWAY INC DELAWARE (BRK A) 542625 542625 CATERPILLAR (CAT) 221753 221753 CHEVRON CORP (CVX) 223740 223740 CISCO SYSTEMS (CSCO) 202080 202080 COCA-COLA CO (KO) 179736 179736 COSTCO WHOLESALE CORP (COST) 155119 155119 ECOLAB INC (ECL) 49587 49587 ELECTRONIC ARTS (EA) 95083 95083 EMERSON ELECTRIC CO (EMR) 216754 216754 EXXON MOBIL CORP (XOM) 99980 99980 GENUINE PARTS CO (GPC) 277000 277000 HONEYWELL INTERNATIONAL INC (HON) 235924 235924 !SHARES CORE HIGH DIVIDEND (HOV) 305970 305970 JOHNSON & JOHNSON (JNJ) 203762 203762 JPMORGAN CHASE & CO (JPM) 255150 255150 MCDONALDS RESTAURANT (MCD) 237208 237208 MERCK & CO NEW (MRK) 272550 272550 MICROSOFT CORP (MSFT) 564060 564060 NEXTERA ENERGY (NEE) 194368 194368 NVIDIA CORP (NVDA) 495220 495220 NXP SEMICONDUCTORS NV ADR (NXPI) 136660 136660 PROCTER & GAMBLE CO (PG) 223473 223473 VANGUARD DIVIDEND APPRECIATION (VIG) 647520 647520 VANGUARD MID-CAP (VO) 232640 232640 VERIZON COMMUNICATIONS INC (VZ) 37700 37700 WALMART INC (WMT) 157650 157650 ZOETIS INC (ZTS) 127106 127106 HP PRINTER ALL IN ONE LASER WIRELESS 260 260 0 DELL LATITUDE 1534 1399 135 HIGH BACK EXECUTIVE CHAIR 499 278 221 DELL LATITUDE 1449 725 724 OFFICE CHAIR 550 86 464 CABINETS AND DESK 2486 414 2072 FRAMEWORK FOR TWO PORTRAITS 552 20 532 ACCRUED INTEREST AND DIVIDENDS 8966 15439 15439 UNREALIZED DEFERRED EXCISE TAX EXPENSE 2547 INSURANCE 2345 0 2345 OFFICE 228 0 228 SUBSCRIPTIONS/PUBLICATIONS 1335 0 1335 BANK SERVICE CHARGES 120 0 120 POSTAGE 10 0 10 UNREALIZED GAIN ON SECURITIES 186759 DEFERRED EXCISE TAX PAYABLE 78233 80780 EXCISE TAX PAYABLE 0 15998 INVESTMENT FEES 74843 74843 0 EXCISE TAX 19707 0 0 FOREIGN TAX 272 272 0