2021-09-03T05:21:49-05:00 2020-12-31 EISNERAMPER LLP 733 THIRD AVENUE NEW YORK NY 100172703 990PF 2020-01-01 832748016 SUMMER BREEZE FOUNDATION % LYON POLK MORGAN STANLEY SUMM 2122252292 2036 BISPHAM ROAD SARASOTA FL 342310000 RICHARD L WAHL TRUSTEE 2122252292 2021-05-15 true RICHARD L WAHL 000000000 NEIL TIPOGRAPH P00296695 2129498700 2021-05-31 2 2020 2022-09-23 18:48:47Z X 10991432 X 0 X 2 2 237902 237902 65607 8514287 65607 303511 303511 0 4930 4930 0 0 50881 50881 108 9895 9895 225 66039 65706 0 0 550000 550000 616039 65706 0 550000 -312528 237805 75073 25761 25761 9892486 9629270 10965671 9967559 9655031 10991432 0 0 X 9967559 9655031 9967559 9655031 9967559 9655031 9967559 -312528 9655031 9655031 MORGAN STANLEY - 016067-444 (SEE ATTACHED) 2020-01-01 2020-12-31 1598657 1635008 -35050 -36351 MORGAN STANLEY - 016089-444 (SEE ATTACHED) 2020-01-01 2020-12-31 2611640 2719138 -51037 -107498 MORGAN STANLEY - 016089-444 (SEE ATTACHED) 2019-01-01 2020-12-31 374569 352227 22342 22342 MORGAN STANLEY - 016090-444 (SEE ATTACHED) 2020-01-01 2020-12-31 1032755 1092119 -3695 -59364 MORGAN STANLEY - 016090-444 (SEE ATTACHED) 2019-01-01 2020-12-31 317599 306170 12613 11429 MORGAN STANLEY - 016094-444 (SEE ATTACHED) 2020-01-01 2020-12-31 453753 466050 -7478 -12297 MORGAN STANLEY - 015770-444 (SEE ATTACHED) 2020-01-01 2020-12-31 2061477 1997402 64075 64075 CAPITAL GAIN DIVIDENDS P 63837 CAPITAL GAIN DIVIDENDS P 63837 CAPITAL GAIN DIVIDENDS P 63837 CAPITAL GAIN DIVIDENDS P 63837 CAPITAL GAIN DIVIDENDS P 63837 CAPITAL GAIN DIVIDENDS P 63837 CAPITAL GAIN DIVIDENDS P 63837 CAPITAL GAIN DIVIDENDS P 63837 65607 3305 3305 3305 4320 0 4320 X 26 989 989 false false false false false false false true true FL true false false false false true N/A LYON POLK MORGAN STANLEY 2122252292 1585 BROADWAY FL 22 NEW YORK NY 10036 false false false false false false false true 2018 false false false false false false false false false false false RICHARD L WAHL 1661 RINGLING BLVD 3559 SARASOTA FL 34230 TRUSTEE 0.0 0 0 0 MARIA WAHL 1661 RINGLING BLVD 3559 SARASOTA FL 342300000 TRUSTEE 0.0 0 0 0 9968681 5039 0 9973720 0 9973720 149606 9824114 491206 491206 3305 3305 487901 487901 487901 550000 0 0 0 0 550000 0 550000 487901 92124 2018 2017 2016 0 0 550000 92124 457876 0 0 0 0 30025 0 0 RICHARD L WAHL X THE OUT OF DOOR ACADEMY 444 Reid St Sarasota FL 34242 PC Charitable Contribution 200000 SHELTER FOR ABUSED WOMEN PO Box 10102 Naples FL 34101 PC Charitable Contribution 75000 DON'T EVER GIVE UP INC 14600 Weston Parkway Cary NC 27513 PC Charitable Contribution 100000 HOPE FAMILY SERVICES INC 1201 8th Ave W Bradenton FL 34205 PC Charitable Contribution 100000 THE SHELTER 4451 Pine Forest Rd Milton FL 32583 PC Charitable Contribution 75000 550000 14 2 14 237902 18 65607 303511 303511 false false false false false false false false false false ACCOUNTING FEES 4930 4930 MARKETABLE SECURITIES FMV 9629270 10965671 PENALTY 225 INVESTMENT FEES 50642 50642 LEGAL FEES 239 239 FOREIGN TAX 5971 5971 FEDERAL TAX 3924 3924