2025-11-17T19:39:41-06:00 2024-12-31 341897225 HILL BARTH & KING LLC 1777 MAIN STREET SUITE 301 SARASOTA FL 34236 990PF 2024-01-01 832748016 SUMMER BREEZE FOUNDATION SUMM 2122252292 2036 BISPHAM ROAD SARASOTA FL 34231 RICHARD L WAHL TRUSTEE 2122252292 2025-11-17 1 1 CRAIG M STEINHOFF P00539878 9419574242 2025-11-17 2024 2025-03-06 01:10:19Z X 11189885 X X 219626 219626 185632 185632 1065164 10115716 1065164 1470422 1470422 0 0 0 7689 3845 3844 47935 47935 0 3635 3635 0 59259 55415 3844 333610 333610 392869 55415 337454 1077553 1415007 2749 6361153 6361153 10365852 4828732 4828732 10368601 11189885 11189885 0 0 X 0 0 0 0 10368601 11189885 10368601 11189885 10368601 11189885 10368601 1077553 0 11446154 256269 11189885 MS #67950 P 2024-01-01 2024-12-31 87665 86676 989 989 MS #67950 P 2023-01-01 2024-12-31 1883503 2108323 -224820 -224820 MS #88950 P 2023-01-01 2024-12-31 2344788 1659565 685223 685223 MS #89950 P 2024-01-01 2024-12-31 1503194 1358732 144462 144462 MS #90950 P 2024-01-01 2024-12-31 996336 946063 50273 50273 MS #90950 P 2023-01-01 2024-12-31 809595 589169 220426 220426 MS #94950 P 2024-01-01 2024-12-31 1501864 1408955 92909 92909 MS #94950 P 2023-01-01 2024-12-31 460735 415800 44935 44935 MS #00950 P 2024-10-21 2024-12-31 330414 327875 2539 2539 MS #01950 P 2024-01-01 2024-12-31 151466 149394 2072 2072 CAPITAL GAINS DIVIDENDS P 46156 46156 46156 1065164 19669 0 19669 0 19669 2719 0 0 0 2719 0 16950 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A LYON POLK MORGAN STANLEY 2122252292 1585 BROADWAY FL 22 NEW YORK NY 10036 0 0 1 0 0 0 0 1 0 1 2023 1 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD L WAHL 2036 BISPHAM ROAD SARASOTA FL 34231 TRUSTEE 0.00 0 0 0 MARIA WAHL 2036 BISPHAM ROAD SARASOTA FL 34231 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 7041455 746737 0 7788192 0 0 7788192 116823 7671369 383568 383568 19669 19669 363899 0 363899 0 363899 337454 0 337454 363899 488261 0 0 337454 337454 0 0 0 0 0 0 0 0 0 0 150807 363899 0 0 0 RICHARD L WAHL X V FOUNDATION 14600 WESTON PARKWAY CARY NC 27513 PC PHILANTHROPIC GIVING 100000 OUT OF DOOR ACADEMY 444 REID STREET SARASOTA FL 34242 PC PHILANTHROPIC GIVING 33610 SAINT PATRICK CATHOLIC SCHOOL 1000 BOLLING AVENUE NORFOLK VA 23508 PC PHILANTHROPIC GIVING 100000 CAMP VERITAS 19 ASHLEY YOUNG DANBURY CT 06810 PC PHILANTHROPIC GIVING 50000 LMBM 8584 B E WASHINGTON ST SUIE 108 CHAGRIN FALLS OH 44023 PC PHILANTHROPIC GIVING 50000 333610 0 14 219626 14 185632 18 1065164 0 1470422 0 1470422 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7689 3845 3844 MARKETABLE SECURITIES 10365852 MORGAN STANLEY INVESTMENTS 0 4828732 4828732 UNREALIZED 256269 INVESTMENT FEES 47935 47935 0 FOREIGN TAXES PAID #90950 2231 2231 0 FOREIGN TAXES PAID #88950 1040 1040 0 FOREIGN TAXES PAID #01950 131 131 0 FOREIGN TAXES PAID #00950 233 233 0