2023-11-07T18:35:30-05:00 2022-12-31 273653397 WILSON TAX AND ACCOUNTING INC 1300 ENTERPRISE DR STE A PORT CHARLOTTE FL 339533801 990PF 2022-01-01 020565065 JULIUS FLEISCHMAN FOUNDATION INC JULI 7036202600 2267 YALTA TERRACE NORTH PORT FL 34286 SALLY BARTOLOTTA VP/SECRETARY 9418882674 2023-11-06 SALLY BARTOLOTTA XXX-XX-XXXX true CHRISTINA C REINERT CPA P00520609 9416251925 2023-11-06 2022 2023-04-26 12:10:37Z X 3002726 X X 769 769 80451 79344 877541 4030184 16578 3512 3512 962273 100203 135000 6413 34713 34713 5479 971 16009 10282 207896 35684 0 175000 175000 382896 35684 175000 579377 64519 215916 197497 197497 2106990 2704786 2646988 158241 158241 158241 2481147 3060524 3002726 0 X 2481147 3060524 2481147 3060524 2481147 3060524 2481147 579377 3060524 3060524 16578 897 897 897 2400 2400 X 16 1487 1487 false false false false false false false true true DC false false false false false true N/A SALLY BARTOLOTTA 7036202600 2267 YALTA TERRACE NORTH PORT FL 34286 false false false false false false false false false false false false false false false false false false false false LINDA DAVIS 2326 SARNO ROAD MELBORNE FL 32935 PRESIDENT/TR 15.00 36000 0 0 SALLY BARTOLOTTA 2267 YALTA TERRACE NORTH PORT FL 34286 VP/SECRETARY 15.00 24000 0 0 CAROLYNE WILLIAMS 2326 SARNO RD MELBOURNE FL 32935 DIRECTOR 8.00 15000 0 0 LEWIS WHARTON 219 KEATON AVE WILMINGTON NC 28403 DIRECTOR 8.00 12000 0 0 LORI NORCIA 14625 BALTIMORE AVE 437 LAUREL MD 20707 DIRECTOR 8.00 12000 0 0 ANDREW BARTOLOTTA 2267 YALTA TERRACE NORTH PORT FL 34286 DIRECTOR 8.00 12000 0 0 KORNEDA J AITCHESON 7 BEAVERDAM LANE PALM COAST FL 32137 DIRECTOR 8.00 12000 0 0 VICKIE MILES 7719 MODISTO LANE SPRINGFIELD VA 22153 DIRECTOR 8.00 12000 0 0 NONE NONE N/A 2902954 186002 158241 3247197 3247197 48708 3198489 159924 159924 897 897 159027 159027 159027 175000 175000 159027 42874 6391 2472 11415 63152 175000 159027 15973 79125 0 42874 36251 6391 2472 11415 15973 X ALS ASSOCIATION-DC MD VA CHAPTERS 30 W GUDE DRIVE SUITE 150 ROCKVILLE MD 20850 PC ASSISTANCE FOR PEOPLE WITH ALS 5000 ANIMAL FRIENDS INC 562 CAMP HORNE RD PITTSBURGH PA 15237 WELL-BEING OF COMPANION ANIMALS 5000 BLUE HORSE MUKWA EQUINE RETIREMENT AND RESCUE 25859 VA-49 CHASE CITY VA 23924 PC CARE OF ABUSED AND ABANDONED HORSES 44000 CHAMPAGNES CRITTER SANCTUARY 1080 NW 127TH CT OCALA FL 34482 ANIMAL SANCTUARY 10000 FORT HUNT HIGH SCHOOL ALUMNI ASSOC 1703 RIVER FARM DRIVE ALEXANDRIA VA 22308 PC PROVIDE SCHOLARSHIPS FOR COLLEGE 5000 FLORIDA SCHOOL FOR THE DEAF & BLIND 207 SAN MARCO AVE ST AUGUSTINE FL 32084 PC AFTER SCHOOL WORK PROGRAM TRAINING 25000 FOUNDATION FIGHTING BLINDNESS 7168 COLUMBIA GATEWAY DR COLUMBIA MD 21046 RESEARCH TO CURE BLINDNESS 10000 MOTE MARINE LABORATORY & AQUARIUM 1600 KEN THOMPSON PKWY SARASOTA FL 34236 PC MARINE RESEARCH 15000 NO BARRIERS USA 224 CANYON AVE FT COLLINS CO 80521 EDUCATION FOR BLIND AND DISABLED 10000 PEACE RIVER WILDLIFE CENTER 3400 PONCE DE LEON PKWY PUNTA GORDA FL 33950 PC CARE OF WOUNDED ANIMALS 1000 SHANNON ELIZABETH FOUNDATION 8383 WILSHIRE BLVD BEVERLY HILLS CA 90211 PROMOTE ANIMAL CONSERVATION 45000 175000 14 769 14 80451 14 3512 26 16578 860963 101310 860963 962273 false false false false false false false false false false INDIRECT ACCOUNTING FEES 6413 THE DISTRICT OF COLUMBIA OFFICE OF TAX AND REVENUE ELIMINATED THE IRS FORM 990 FILING OBLIGATION AND THEREFORE IT IS NOT REQUIRED TO FILE. MORGAN STANLEY 507-050715 2022-03 PURCHASE 2022-04 1202763 1250420 -47657 MORGAN STANLEY 507-050715 2022-03 PURCHASE 2022-09 10517 12346 -1829 MORGAN STANLEY 507-050715 2019-10 PURCHASE 2022-03 1147760 604453 543307 MORGAN STANLEY 507-050715 2019-08 PURCHASE 2022-09 524941 345530 179411 MORGAN STANLEY 507-050715 2018-09 PURCHASE 2022-03 133517 44460 89057 MORGAN STANLEY 507-050715 2019-06 PURCHASE 2022-03 95560 104771 -9211 MORGAN STANLEY 507-050715 2022-03 PURCHASE 2022-03 261 261 MORGAN STANLEY 507-051904 2022-03 PURCHASE 2022-10 226117 229741 -3624 MORGAN STANLEY 507-051904 2021-02 PURCHASE 2022-02 468388 375750 92638 MORGAN STANLEY 507-051904 2021-02 PURCHASE 2022-02 91949 66475 25474 MORGAN STANLEY 507-142550 2022-01 PURCHASE 2022-12 11602 19939 -8337 MORGAN STANLEY 507-142550 2021-11 PURCHASE 2022-12 65414 86044 -20630 MORGAN STANLEY 507-142550 2019-06 PURCHASE 2022-03 34610 12714 21896 MORGAN STANLEY 507-142550 2022-03 PURCHASE 2022-03 207 207 INVSTMT DETAIL AVAILABLE ON REQUEST 2704786 2646988 REFUNDABLE TRANSFERS FOR ESTATE ADMI 158241 158241 158241 EXPENSES BANK AND SERVICE FEES 183 POSTAGE & DELIVERY 281 SUPPLIES 5764 RECORDS STORAGE 4054 MAGELLAN MIDSTREAM PARTNERS K 3512 3512 INVESTMENT MANAGEMENT FEES 34713 34713 LICENSES AND REGISTRATIONS 275 FOREIGN TAXES WITHHELD AT SOURCE 971 971 TAX ON INVESTMENT INCOME 4233