2024-05-10T15:29:10-05:00 2023-12-31 331068007 MARKHAM NORTON MOSTELLER WRIGHT & CO 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 990PF 2023-01-01 651006383 BOB AND LINDA TAYLOR FOUNDATION INC BOBA 2394812011 7478 LITTLE LANE 202 NAPLES FL 34105 ROBERT TAYLOR PRESIDENT 2394812011 2024-05-07 1 ROBERT TAYLOR 999009999 0 RANDALL WRIGHT P00184437 2394335554 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 404256 X 61 X 27 27 14131 13987 27991 138872 27991 42210 42005 0 0 0 1676 0 0 3601 3601 0 9 9 0 61 0 0 5347 3610 0 104550 104550 109897 3610 104550 -67687 38395 1245 2856 2856 434512 360214 401400 435757 363070 404256 5000 0 5000 0 X 0 0 0 0 430757 363070 430757 363070 435757 363070 430757 -67687 0 363070 0 363070 160 SHS EATON VANCE FLOATING RATE 2023-03-16 1319 1286 33 33 220 SHS VANGUARD LONG TERM 2023-09-01 2023-12-11 12851 12974 -123 -123 2,718 SHS EATON VANCE FLOATING RATE 22336 21811 525 525 70 SHS NEXTERA ENERGY, INC. 2016-07-11 2023-04-12 5513 2269 3244 3244 1,325 SHS PARNASSUS CORE EQUITY 2016-12-22 68201 56775 11426 11426 330 SCHWAB US DIVIDEND 2020-04-13 2023-09-01 24625 15766 8859 8859 CAPITAL GAINS DIVIDENDS P 4027 4027 4027 27991 534 0 534 0 534 397 0 0 0 397 0 137 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 NONE MARKHAM NORTON MOSTELLER WRIGHT 2394335554 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT M TAYLOR 7478 LITTLE LANE 202 NAPLES FL 34105 PRESIDENT 0.00 0 0 0 LINDA K TAYLOR 7478 LITTLE LANE 202 NAPLES FL 34105 VICE-PRES/SEC/TREASURER 0.00 0 0 0 TERRI L NOBLE 1019 PALMETTO DUNES DR JOHNS CREEK GA 30097 DIRECTOR 0.00 0 0 0 BRADLEY R TAYLOR 122 SARATOGA BLVD WEST ROYAL PALM BEACH FL 33411 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 434771 3615 0 438386 0 0 438386 6576 431810 21591 21591 534 534 21057 0 21057 0 21057 104550 0 104550 21057 0 0 8969 8473 118071 135513 104550 0 0 0 21057 83493 0 0 219006 0 0 0 0 0 0 8969 210037 8473 118071 83493 ROBERT M TAYLOR LINDA K TAYLOR BOB TAYLOR CO BOB AND LINDA TAYLOR 10716 MIRASOL DR UNIT 601 MIROMAR LAKES FL 33913 2394812011 NO PRESCRIBED OR AUTHORIZED FORM NONE FOUNDATION MAKES CONTRIBUTIONS TO CHARITABLE, RELIGIOUS AND EDUCATIONAL ORGANIZATIONS ANSWERS IN GENESIS PO BOX 510 HEBRON KY 41048 NONE RELIGIOUS ORGANIZATI FAITH BASED INITIATIVES 3000 BETA THETA PI FOUNDATION 5134 BONHAM ROAD OXFORD OH 45056 NONE EDUCATIONAL ORGANIZA EDUCATIONAL PROGRAMS 1000 BLUE RIDGE FREE DENTAL CLINIC 110 US-64 CASHIERS NC 28717 NONE CHARITABLE ORGANIZAT DENTAL PROGRAM 1000 COMMUNITY BIBLE CHURCH 3645 CASHIERS ROAD HIGHLANDS NC 28741 NONE RELIGIOUS ORGANIZATI CHRISTIAN PROGRAMS 10000 COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA 4 VANDERBILT PARK DR ASHEVILLE NC 28803 NONE CHARITABLE ORGANIZAT CHARITABLE PROGRAMS 5000 CRU 100 LAKE HART DRIVE ORLANDO FL 32832 NONE CHARITABLE ORGANIZAT MINISTRY PROGRAMS 3000 FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS 2266 SECOND STREET FORT MYERS FL 33901 NONE EDUCATIONAL ORGANIZA TAKE STOCK IN CHILDREN - HIGH SCHOOL STUDENTS LEADING TO COLLEGE 3500 HARRY CHAPIN FOOD BANK 3760 FOWLER STREET FORT MYERS FL 33901 NONE CHARITABLE ORGANIZAT FOOD PROGRAMS 13000 HEART TO HEART MISSION 17080 SAFETY STREE-SUITE 109 FORT MYERS FL 33908 NONE MEDICAL RESEARCH ORG MEDICAL RESEARCH 4000 HIGHLANDS CASHIERS HEALTH FOUNDATION 348 S 5TH STREET 221 HIGHLANDS NC 28741 NONE CHARITABLE ORGANIZAT CHARITABLE PROGRAMS 1000 IN TOUCH MINISTRIES PO BOX 7900 ATLANTA GA 30357 NONE RELIGIOUS ORGANIZATI CHRISTIAN PROGRAMS 3200 IT ONLY TAKES ONE 122 SARATOGA BLVD WEST ROYAL PALM BEACH FL 33411 NONE CHARITABLE ORGANIZAT CHARITABLE PROGRAMS 3600 LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND ST ARLINGTON VA 22201 NONE CHARITABLE ORGANIZAT CHARITABLE PROGRAMS 3500 MOORINGS PARK FOUNDATION 120 MOORINGS PARK DRIVE NAPLES FL 34105 NONE CHARITABLE ORGANIZAT CHARITABLE PROGRAMS 2000 PACE CENTER FOR GIRLS 3800 EVANS AVENUE FORT MYERS FL 33901 NONE CHARITABLE ORGANIZAT CHARITABLE PROGRAMS 5000 RABUN GAP-NACOOCHEE SCHOOL 339 NACOOCHEE DR RABUN GAP GA 30568 NONE CHARITABLE ORGANIZAT FRIENDS OF KIDS 1000 RONALD MCDONALD HOUSE 16100 ROSERUSH COURT FORT MYERS FL 33908 NONE CHARITABLE ORGANIZAT CHARITABLE PROGRAMS 2000 SALVATION ARMY 10291 MCGREGOR BLVD FORT MYERS FL 33907 NONE CHARITABLE ORGANIZAT CHRISTIAN PROGRAMS 11000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE CHARITABLE ORGANIZAT POLICY RESEARCH 6000 SHRINER'S HOSPITAL FOR CHILDREN 2900 ROCKY POINT DRIVE TAMPA FL 33607 NONE PC CHARITABLE PROGRAMS 500 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE PC EDUCATIONAL PROGRAMS 100 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PC CHARITABLE PROGRAMS 700 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC MEDICAL RESEARCH 300 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 NONE PC CHARITABLE PROGRAMS 2000 JUDICIAL WATCH 425 THIRD STREET SW WASHINGTON DC 20024 NONE PC CHARITABLE PROGRAMS 3000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 NONE PC CHARITABLE PROGRAMS 1000 GLOBAL MEDIA OUTREACH PO BOX 208867 DALLAS TX 75320 NONE PC CHARITABLE PROGRAMS 1250 VETERANS OF FOREIGN WARS 406 W 34TH STREET KANSAS CITY MO 64111 NONE PC CHARITABLE PROGRAMS 400 PAWS FOR PURPLE HEARTS 10201 OLD REDWOOD HIGHWAY PENNGROVE CA 94951 NONE PC CHARITABLE PROGRAMS 500 PARKINSON'S FOUNDATION 200 SE 1ST STREET STE 800 MIAMI FL 33131 NONE PC CHARITABLE PROGRAMS 1000 GRANDMA'S PLACE 184 SPARROW DRIVE ROYAL PALM BEACH FL 33411 NONE PC CHARITABLE PROGRAMS 2000 TEACH EVERY NATION 1600 RIVEREDGE PARKWAY UNIT 310 ATLANTA GA 30328 NONE PC CHARITABLE PROGRAMS 10000 104550 0 14 27 14 14131 18 27991 0 42149 0 42149 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1676 0 0 SCHWAB INSTITUTIONAL ACCOUNT FMV 360214 401400 FILING FEES 61 0 0 OUTSTANDING CHECKS 5000 0 INVESTMENT FEES/EXPENSES 3601 3601 0