2020-06-01T12:38:34-05:00 2019-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2019-01-01 820540623 GETZEN FAMILY CHARITIES INC C/O LINDA GETZEN GETZ 9419228581 1457 LANDINGS CIRCLE SARASOTA FL 34231 WILLIAM E GETZEN DIRECTOR 9419228581 2020-04-30 1 JULIE L BYNUM P00106704 9413654617 71.101.221.218 2020-04-30 11:29:06 ED P E69F958B2E555631CCF0B9C0AD547DCAF0757BCC 8503568639EF6A476C097837F23B5DCD8B541B84 2019 2021-04-22 16:20:28Z X 2234685 X 135000 51022 51022 -1946 95936 0 2714 2714 186790 53736 0 0 0 1350 0 1350 2153 2153 0 16578 16517 61 20081 18670 1411 93630 93630 113711 18670 95041 73079 35066 8510 59623 59623 67099 54646 54646 1314440 1346160 1834865 263165 265864 285551 1653214 1726293 2234685 0 0 X 0 0 0 0 1653214 1726293 1653214 1726293 1653214 1726293 1653214 73079 0 1726293 0 1726293 256.02 SH MFO DFA INVT DIMENSIONS GROUP P 2018-02-16 2019-08-09 5000 6157 -1157 -1157 753.14 SH MFB NORTHN FUNDS EMERGING P 2018-06-29 2019-08-26 8141 9000 -859 -859 2775.16 SH MFO DFA INVT DIMENSIONS GROUP P 2019-08-27 52978 61708 -8730 -8730 1896.85 SH MFB NORTHN FUNDS EMERGING MKTS P 2009-10-15 2019-08-26 20505 21017 -512 -512 CAPITAL GAINS DIVIDENDS P 9312 9312 9312 -1946 0 84286 1929132 0.043691 74286 1713247 0.043360 54966 1447722 0.037967 72381 1404126 0.051549 56501 1379715 0.040951 0.217518 0.043504 1993829 86740 351 87091 95041 X 351 0 351 0 351 612 0 0 612 0 261 261 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A WILLIAM E GETZEN 9419228581 1421 WESTBROOK DRIVE SARASOTA FL 34231 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM E GETZEN 1421 WESTBROOK DRIVE SARASOTA FL 34231 DIRECTOR 2.00 0 0 0 RUTH E GETZEN 1421 WESTBROOK DRIVE SARASOTA FL 34231 DIRECTOR 1.00 0 0 0 LINDA R GETZEN 1421 WESTBROOK DRIVE SARASOTA FL 34231 DIRECTOR 1.00 0 0 0 SANDRA L ALGER 1421 WESTBROOK DRIVE SARASOTA FL 34231 DIRECTOR 1.00 0 0 0 JAMES W GETZEN 1421 WESTBROOK DRIVE SARASOTA FL 34231 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1858951 56460 108781 2024192 0 0 2024192 30363 1993829 99691 99691 351 351 99340 0 99340 0 99340 95041 0 95041 351 94690 99340 93041 0 0 95041 93041 0 0 2000 0 0 0 0 0 0 0 0 97340 0 0 0 X ACADEMY AT GLENGARY 1910 GLENGARY ST SARASOTA FL 34231 NONE PC GENERAL FUND 10000 ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 NONE PC GENERAL FUND 5000 AMERICAN RED CROSS 2001 CANTU COURT SARASOTA FL 34232 NONE PC GENERAL FUND 5000 CHURCH OF THE PALMS 3224 BEE RIDGE RD SARASOTA FL 34239 NONE PC FOOD PANTRY 5000 COMMUNITY FOUNDATION OF SARASOTA COUNTY 2635 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC SEASON OF SHARING 5000 FORTY CARROTS FAMILY CENTER 1500 SOUTH TUTTLE AVE SARASOTA FL 34239 NONE PC GENERAL FUND 5000 GIRL SCOUT OF GULFCOAST FLORIDA INC 4780 CATTLEMEN RD SARASOTA FL 34233 NONE PC GENERAL FUND 5000 JACK AND JILL FOUNDATION 1930 17TH STREET NW WASHINGTON DC 20009 NONE PC GENERAL FUND 6000 JOHN & MABLE RINGLING MUSEUM OF ART FOUNDATION 5401 BAY SHORE RD SARASOTA FL 34243 NONE PC GENERAL FUND 530 LIBRARY FOUNDATION FOR SARASOTA COUNTY INC 13801 TAMIAMI TR S-D NORTH PORT FL 34287 NONE PC GENERAL FUND 5000 MOFFITT CANCER CENTER 12902 USF MAGNOLIA DRIVE TAMPA FL 33612 NONE PC GENERAL FUND 1000 NATE'S HONOR ANIMAL RESCUE 8437 COOPER CREEK BLVD BRADENTON FL 34201 NONE PC GENERAL FUND 2000 PINE VIEW SCHOOL 1960 LANDINGS BLVD SARASOTA FL 34231 NONE PC 200AP ENVIRONMENTAL SCIENCE, HONORS MARINE 2000 RESURRECTION HOUSE 507 KUMQUAT COURT SARASOTA FL 34236 NONE PC GENERAL FUND 5000 RIVERVIEW HIGH SCHOOL KILTIE BAND BOOSTERS INC PO BOX 18504 SARASOTA FL 34276 NONE PC GENERAL FUND 2000 ROSKAMP INSTITUTE 2040 WHITFIELD AVE SARASOTA FL 24343 NONE PC GENERAL FUND 100 SAMARITAN COUNSELING CENTER 3224 BEE RIDGE RD SARASOTA FL 34239 NONE PC GENERAL FUND 5000 SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1700 S TAMIAMI TRAIL SARASOTA FL 34239 NONE PC GENERAL FUND 10000 SEMPER FI FUND 825 COLLEGE BLVD 102 OCEANSIDE CA 92057 NONE PC GENERAL FUND 5000 SOUTHWEST FLORIDA COUNCIL BOY SCOUTS OF AMERICA 1801 BOY SCOUT DRIVE FT MYERS FL 33907 NONE PC GENERAL FUND 5000 WM DANIEL JUNIOR GOLF FOUNDATION INC 116 CHICKASAW DR CLARKSVILLE TN 37043 NONE PC GENERAL FUND 5000 93630 0 14 51022 14 2714 18 -1946 0 51790 0 51790 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM E AND RUTH E GETZEN 1421 WESTBROOK DRIVE SARASOTA FL 34231 135000 X ACCOUNTANT FEES 1350 0 1350 1346160 1834865 0 0 MFO CREDIT SUISSE COMMODITY FD AT COST 157083 176770 LIFE INSURANCE POLICIES (CSV) AT COST 108781 108781 CORPORATE ORGANIZATION FEE 61 0 61 INVESTMENT FEES 11172 11172 0 PREMIUM ON LIFE INSURANCE HELD BY CHARITY 5345 5345 0 INCREASE IN CSV OF LIFE INSURANCE 2699 2699 2699 MISCELLANEOUS INCOME 15 15 15 FOREIGN TAX 2153 2153 0