2019-11-14T08:19:16-06:00 2018-12-31 273653397 WILSON TAX AND ACCOUNTING INC 1300 ENTERPRISE DR STE A PORT CHARLOTTE FL 339533801 990PF 2018-01-01 020565065 JULIUS FLEISCHMAN FOUNDATION INC JULI 7036202600 2267 YALTA TERRACE NORTH PORT FL 34286 SALLY BARTOLOTTA VP/SECRETARY 9418882674 2019-11-13 true BETH A WILSON EA P00187460 9416251925 2019-11-13 74.93.32.153 2019-11-14 08:19:16 CS P 1678D08D5E4288BAC90B644287962760AD524DED 610807501F1ED9DFD6A053DEE7CF131E893E8206 2018 2020-03-31 21:24:44Z X 2954780 X X 1210 1210 65256 65256 37177 966305 46928 2773 2773 106416 116167 120825 5444 5444 24054 24054 1706 1481 5116 1573 482 158718 31461 0 158500 158500 317218 31461 158500 -210802 84706 263509 97221 97221 2501322 2714964 2699318 158241 158241 158241 2923072 2970426 2954780 0 X 2923072 2970426 2923072 2970426 2923072 2970426 2923072 -210802 258156 2970426 2970426 46928 false 222947 3296401 0.067633 157282 3522087 0.044656 246819 3974203 0.062105 136017 4316803 0.031509 199636 3681963 0.054220 0.260123 0.052025 3076065 160032 847 160879 158500 1694 1694 1694 X 68 1762 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 true 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 8.00 12825 0 0 CAROLYNE WILLIAMS 1205 CARISSA PLACE MELBOURNE FL 32935 DIRECTOR 8.00 12000 0 0 LEWIS WHARTON 11825 SHADY MILL LANE OAK HILL VA 20171 DIRECTOR 8.00 12000 0 0 LORI NORCIA 227 MERIWEATHER DRIVE CHAMBERSBURG PA 17201 DIRECTOR 8.00 12000 0 0 ANDREW BARTOLOTTA 2267 YALTA TERRACE NORTH PORT FL 34286 DIRECTOR 4.00 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 4.00 12000 0 0 NONE NONE N/A 2906451 216458 0 3122909 3122909 46844 3076065 153803 153803 1694 1694 152109 152109 152109 158500 158500 158500 152109 50478 50478 158500 152109 6391 56869 0 56869 50478 6391 X ALS ASSOCIATION-DC MD VA CHAPTERS 30 W GUDE DRIVE SUITE 150 ROCKVILLE MD 20850 PC ASSISTANCE FOR PEOPLE WITH ALS 5000 BLUE HORSE MUKWA EQUINE RETIREMENT AND RESCUE 25859 VA-49 CHASE CITY VA 23924 PC CARE OF ABUSED AND ABANDONED HORSES 25000 FOUNDATION FIGHTING BLINDNESS 7168 COLUMBIA GATEWAY DR SUITE 100 COLUMBIA MD 21046 PC RESEARCH TO CURE BLINDNESS 10000 FORT HUNT HIGH SCHOOL ALUMNI ASSOC 1703 RIVER FARM DRIVE ALEXANDRIA VA 22308 PC PROVIDE SCHOLARSHIPS FOR COLLEGE 2500 EARTH ECHO INTERNATIONAL INC 2101 L STREET NW WASHINGTON DC 20037 PC HELP YOUTH SOLVE ENVIRONMENT PROBLEM 10000 FLORIDA SCHOOL FOR THE DEAF & BLIND 207 SAN MARCO AVE ST AUGUSTINE FL 32084 PC AFTER SCHOOL WORK PROGRAM TRAINING 50000 INLAND EMPIRE LIGHTHOUSE FOR BLIND 359 E PARKCENTER CIRCLE S SAN BERNARDINO CA 92408 PC TRAINING TO HELP THE BLIND 5000 MOTE MARINE LABORATORY & AQUARIUM 1600 KEN THOMPSON PKWY SARASOTA FL 34236 PC MARINE RESEARCH 15000 NO BARRIERS USA 224 CANYON AVE SUITE 207 FT COLLINS CO 80521 PC EDUCATION FOR THE BLIND & DISABLED 20000 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 SUITE 500 BEVERLY HILLS CA 90211 PC TO PROMOTE ANIMAL CONSERVATION 13000 SHARE OUR STRENGTH 1030 15TH ST NW SUITE 1100 W WASHINGTON DC 20005 PC FEED THE POOR 1000 WE ROCK FOR AUTISM 6391 HARDING ST HOLLYWOOD FL 33024 PC PROVIDE SUPPORT TO AUTISTIC CHILDREN 1000 158500 14 1210 14 65256 14 2773 18 37177 106416 106416 false false false false false false false false false false 5444 5444 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 507050715 SHORT TERM 2018-06 PURCHASE 2018-10 249361 260931 -11570 UNIT NUV FORMULA GLB 50 4Q-16 2017-02 PURCHASE 2018-02 361 364 -3 MORGAN STANLEY 507050715 LONG TERM 2016-07 PURCHASE 2018-02 161794 167135 -5341 COHEN & STEERS GLOBAL 2012-08 PURCHASE 2018-02 18702 18859 -157 PACIFIC FLOATING RATE INC C 2016-02 PURCHASE 2018-04 50000 48019 1981 REAVES UTILITY INC TR 2016-03 PURCHASE 2018-05 28113 28141 -28 UNIT NUV FORMULA GLB 50 4Q-16 2016-12 PURCHASE 2018-02 18516 18950 -434 UNIT NUV FORMULA 30 S&P 4Q 16 2016-12 PURCHASE 2018-02 18105 19392 -1287 MORGAN STANLEY 507051094 SHORT TERM 2018-01 PURCHASE 2018-08 37955 39281 -1326 MORGAN STANLEY 507051094 2017-05 PURCHASE 2018-08 145131 137600 7531 MORGAN STANLEY 507051094 2013-07 PURCHASE 2018-03 42840 41003 1837 MORGAN STANLEY 507142550 SHORT TERM 2017-12 PURCHASE 2001-06 9679 9213 466 MORGAN STANLEY 507142550 SHORT TERM 2017-12 PURCHASE 2018-12 40795 43719 -2924 NATIONWIDE MID CAP MKT IND507142550 2016-12 PURCHASE 2018-06 8558 8106 452 NATIONWIDE MID CAP MKT IND507142550 2014-04 PURCHASE 2018-06 61310 62462 -1152 UNIT GUGG DOW 10 SERIES 507142550 2017-07 PURCHASE 2018-07 28157 25953 2204 INVSTMT DETAIL AVAILABLE ON REQUEST 2714964 2699318 REFUNDABLE TRANSFERS FOR ESTATE ADMI 158241 158241 158241 EXPENSES POSTAGE & DELIVERY 482 482 COMPUTER & WEBSITE & INTERNET 1091 MORGAN STANLEY XXX-XX-XXXX OID 410 410 MORGAN STANLEY XXX-XX-XXXX OID 957 957 BLACKSTONE GROUP K-1 INCOME 362 362 ENTERPRISE PRODUCTS PTR K-1 -2313 -2313 MAGELLAN MIDSTREAM PTR K-1 3357 3357 PRIOR PERIOD ADJUSTMENT ANNUITY 200000 OUTSTANDING CHECKS AND TRANSACTIONS 58156 INVESTMENT MANAGEMENT FEES 24054 24054 LICENSES AND REGISTRATIONS 25 REGISTERED AGENT FEE 125 FOREIGN TAXES WITHHELD AT SOURCE 546 546 FOREIGN TAXES WITHHELD AT SOURCE 935 935 GUIDESTAR FEE 75