2021-06-16T12:18:49-05:00 2020-11-30 592142260 CHRISTOPHER SMITH LEONARD ET AL 1001 3RD AVE W SUITE 700 BRADENTON FL 34205 990PF 2019-12-01 383385672 W PAUL HOENLE FOUNDATION INC WPAU 9413461280 7887 MIDNIGHT PASS ROAD SARASOTA FL 342422717 W PAUL HOENLE CHAIRMAN 9413461280 2021-06-16 1 LISA K BRISTOW P00012651 9417481040 2019 2022-09-23 18:48:47Z X 4747204 X X 58822 58822 21844 21849 21844 80666 80666 0 0 0 3295 1648 1647 869 0 0 21 0 21 4185 1648 1668 247500 247500 251685 1648 249168 -171019 79018 1743012 1565440 1565440 487040 487033 1629158 1263692 1270252 1552606 3493744 3322725 4747204 0 0 X 0 0 0 0 3493744 3322725 3493744 3322725 3493744 3322725 3493744 -171019 0 3322725 0 3322725 VIATRIS INC 1997-12-03 2020-11-20 15 5 10 10 CAPITAL GAINS DIVIDENDS P 21834 21834 21834 21844 0 223058 4471286 0.049887 206397 4384064 0.047079 195322 4094115 0.047708 162275 3892944 0.041684 199090 3858697 0.051595 0.237953 0.047591 4537417 215940 790 216730 249168 X 790 0 790 0 790 1520 0 0 1520 0 730 730 0 0 0 0 0 0 0 0 0 0 0 1 1 MI FL 1 0 0 0 0 1 N/A W PAUL HOENLE 9417475566 7887 MIDNIGHT PASS RD SARASOTA FL 342422717 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 W PAUL HOENLE 7887 MIDNIGHT PASS ROAD SARASOTA FL 342422717 CHAIRMAN 15.00 0 0 0 NONE 0 NONE 0 0 2854659 1751856 0 4606515 0 0 4606515 69098 4537417 226871 226871 790 790 226081 0 226081 0 226081 249168 0 249168 790 248378 226081 2267 0 0 249168 2267 0 0 226081 20820 0 0 20820 0 0 0 0 0 0 0 20820 20820 X W PAUL HOENLE 7887 MIDNIGHT PASS RD SARASOTA FL 34242 9417475566 NO SPECIAL FORM. WRITTEN REQUEST ACCOMPANIED BY COPY OF ORGANIZATION'S 501(C)(3) IRS DETERMINATION LETTER. NONE NONE BOYS AND GIRLS CLUB OF BRADENTON 1215 MANATEE AVE W 200 BRADENTON FL 34205 N/A 501(C)(3) GENERAL FUND 10000 CARDINAL MOONEY HIGH SCHOOL ENDOWMENT 4171 FRUITVILLE RD SARASOTA FL 34232 N/A 501(C)(3) GENERAL FUND 5000 CATHOLIC FAITH APPEAL DIOCESE OF VENICE PO BOX 60759 FORT MYERS FL 33906 N/A 501(C)(3) GENERAL FUND 1500 COMMUNITY FOUNDATION OF SARASOTA COUNTY 2635 FRUITVILLE ROAD SARASOTA FL 34237 N/A 501(C)(3) GENERAL FUND 2000 COMMUNITY COALITION FOR THE HOMELESS 701 17TH AVE WEST BRADENTON FL 34205 N/A 501(C)(3) GENERAL FUND 10000 FLORIDA WEST COAST PUBLIC BROADCASTING 1300 N BOULEVARD TAMPA FL 33607 N/A 501(C)(3) GENERAL FUND 1000 HUMANE SOCIETY MANATEE COUNTY 2515 TAMIAMI TRAIL BRADENTON FL 34205 N/A 501(C)(3) GENERAL FUND 1000 MEELS ON WHEELS PLUS OF MANATEE INC 811 23RD AVE E BRADENTON FL 34208 N/A 501(C)(3) GENERAL FUND 20000 MENTAL HEALTH COMMUNITY CENTER 240 S TUTTLE AVE B SARASOTA FL 34237 N/A 501(C)(3) GENERAL FUND 5000 MOFFITT CANCER FOUNDATION 1092 MAGNOLIA DRIVE TAMPA FL 33612 N/A 501(C)(3) GENERAL FUND 30000 PACE CENTER FOR GIRLS 3508 269TH STREET WEST BRADENTON FL 34205 N/A 501(C)(3) GENERAL FUND 5000 PARENTING MATTERS 602 3RD ST EAST BRADENTON FL 34208 N/A 501(C)(3) GENERAL FUND 20000 RINGLING MUSEUM OF ART 5401 BAY SHORE ROAD SARASOTA FL 34243 N/A 501(C)(3) GENERAL FUND 10000 ROTARY CLUB FOUNDATION OF LWR PO BOX 1117 BRADENTON FL 34206 N/A 501(C)(3) GENERAL FUND 5000 SALVATION ARMY OF BRADENTON 1204 14TH ST W BRADENTON FL 34205 N/A 501(C)(3) GENERAL FUND 20000 SALVATION ARMY OF SARASOTA 1400 10TH ST SARASOTA FL 34236 N/A 501(C)(3) GENERAL FUND 20000 SARASOTA OPERA ENDOWMENT 61 NORTH PINEAPPLE AVE SARASOTA FL 34236 N/A 501(C)(3) GENERAL FUND 5000 SARASOTA ORCHESTRA 709 N TAMIAMI TRAIL SARASOTA FL 34236 N/A 501(C)(3) GENERAL FUND 5000 ST STEPHENS ENDOWMENT 315 41ST STREET WEST BRADENTON FL 34209 N/A 501(C)(3) GENERAL FUND 10000 STATE COLLEGE OF FLORIDA FOUNDATION 5840 26TH ST W BRADENTON FL 34207 N/A 501(C)(3) GENERAL FUND 5000 THE BISHOP MUSEUM OF SCIENCE AND NATURE 201 10TH ST W BRADENTON FL 34205 N/A 501(C)(3) GENERAL FUND 5000 THE ROTARY FOUNDATION 14280 COLLECTION CENTER DR CHICAGO IL 60693 N/A 501(C)(3) GENERAL FUND 2000 UNIVERSITY OF SOUTH FLORIDA FOUNDATION 4202 EAST FOWLER AVENUE ALC 100 TAMPA FL 33620 N/A 501(C)(3) GENERAL FUND 30000 WOMEN'S RESOURCE CENTER OF MANATEE INC 1926 MANATEE AVE WEST BRADENTON FL 34205 N/A 501(C)(3) GENERAL FUND 20000 247500 0 14 58822 18 21844 0 80666 0 80666 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3295 1648 1647 AT&T INC 1503 661 CHEVRON CORP 5316 10462 COLGATE PALMOLIVE CO 14750 42820 CONOCOPHILLIPS 7373 11077 COSTCO WHOLESALE CORP 60468 524972 CVS HEALTH CORPORATION COM 49556 84602 DXC TECHNOLOGY CO COM 2195 701 EXXON MOBILE CORP 65068 55365 FORD MOTOR CO NEW 2700 1580 GENERAL ELECTRIC CO 5548 1985 HEWLETT PACKARD ENTERPRISE CO (HPE) 6009 4184 HP INC COM (HPQ) 9806 8311 INTEL CORP 23925 38680 INTL BUSINESS MACHINES CORP 25883 25939 INTUIT INC 4615 70404 LOWES COMPANIES INC 27725 221888 MICRO FOCUS INTERNATIONAL PLC 1696 197 PEPSICO INC NC 15154 43269 PERSPECTA INC COM (NEW) 323 359 PFIZER INC 51271 78995 PHILLIPS 66 COM 847 8481 PROCTER AND GAMBLE 7688 16248 S&P GLOBAL INC COM 18730 211068 SCHLUMBERGER LTD 34370 20790 STRYKER CORP 4519 93360 TRANSOCEAN INC 6161 130 VERIZON COMMUNICATIONS 32161 48268 VIATRIS INC COM 1599 4289 WABTEC CORP COM 74 73 FIDELITY 500 INDEX PREMIUM CLASS (FUSVX) AT COST 200000 360576 FIDELITY CONTRAFUND (FCNTX) AT COST 200000 352432 FIDELITY NEW MILLENNIUM (FMILX) AT COST 200000 180200 INVESCO GLOBAL CORE EQUITY FD (AWSAX) AT COST 224127 193438 FIDELITY GNMA FUND (FGMNX) AT COST 108262 111126 FIDELITY TOTAL BOND (FTBFX) AT COST 113598 122014 FIDELITY STRATEGIC INCOME (FSICX) AT COST 112007 118156 PIMCO TOTAL RETURN CLASS D (PTTDX) AT COST 112258 114664 MISCELLANEOUS 21 0 21 TAXES 869 0 0