2026-05-13T08:50:02-05:00 2025-12-31 581673613 BENNETT THRASHER LLP 3300 RIVERWOOD PARKWAY 700 ATLANTA GA 30339 990PF 2025-01-01 753064392 THE BEAR FAMILY FOUNDATION INC BEAR 8504329368 6120 ENTERPRISE DRIVE PENSACOLA FL 325051858 LEWIS BEAR JR CHAIRMAN 8504329368 2026-04-29 1 BENJAMIN BOWERS P01899997 7703962200 2026-04-29 2025 2025-03-06 01:10:19Z X 7286147 X 2392039 125 125 163247 163247 197721 545407 197721 2753132 361093 0 0 0 2870 1435 1435 4095 2048 2047 7649 3182 0 152 0 152 21023 21023 0 35789 27688 3634 1682150 1682150 1717939 27688 1685784 1035193 333405 27969 65795 65795 4081767 4578575 7220352 4109736 4644370 7286147 0 0 X 0 0 0 0 4109736 4644370 4109736 4644370 4109736 4644370 4109736 1035193 3091 5148020 503650 4644370 RAYMOND JAMES [0653] P 112168 115210 -3042 -3042 RAYMOND JAMES [0653] P 243151 208326 34825 34825 RAYMOND JAMES [6265] P 190088 24150 165938 165938 197721 4634 0 4634 0 4634 3600 0 0 0 3600 0 1034 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 WWW.BEARFAMILYFOUNDATION.ORG DAVID BEAR 8504329368 6120 ENTERPRISE DRIVE PENSACOLA FL 325051858 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CINDI F BEAR 885 TANGLEWOOD DRIVE PENSACOLA FL 32503 DIRECTOR 0.00 0 0 0 BELLE Y BEAR 72 HIGHPOINT DRIVE GULF BREEZE FL 32561 VICE CHAIRMAN 0.00 0 0 0 LEWIS BEAR III 2539 BAYOU BOULEVARD PENSACOLA FL 32503 TREASURER 0.00 0 0 0 JENNIFER M BEAR 2539 BAYOU BOULEVARD PENSACOLA FL 32503 CHAIRMAN 0.00 0 0 0 DAVID M BEAR 885 TANGLEWOOD DRIVE PENSACOLA FL 32503 ASSISTANT SECRETARY/TREASU 0.00 0 0 0 JOSEPH C BONNER 745 TANGLEWOOD DRIVE PENSACOLA FL 32503 DIRECTOR 0.00 0 0 0 CINDI B BONNER 745 TANGLEWOOD DRIVE PENSACOLA FL 32503 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 6194744 31001 0 6225745 0 0 6225745 93386 6132359 306618 306618 4634 4634 301984 0 301984 0 301984 1685784 0 1685784 301984 0 0 56077 943783 1183700 942821 1385814 4512195 1685784 0 0 0 301984 1383800 0 0 5895995 0 0 0 0 0 0 56077 5839918 943783 1183700 942821 1385814 1383800 BELLE Y BEAR X AMIKIDS PENSACOLA INC 3685 MULDOON ROAD PENSACOLA FL 32526 NONE PC CHARITABLE 5000 BALLET PENSACOLA INC 400 S JEFFERSON STREET PENSACOLA FL 32502 NONE PC CHARITABLE 2500 BAPTIST HEALTHCARE FOUNDATION PO BOX 17500 PENSACOLA FL 32522 NONE PC CHARITABLE 900000 BIG BROTHERS BIG SISTERS OF NW FLORIDA 1320 CREIGHTON ROAD PENSACOLA FL 32504 NONE PC CHARITABLE 15000 B'NAI ISRAEL SYNAGOGUE PENSACOLA 1829 N 9TH AVENUE PENSACOLA FL 32503 NONE PC CHARITABLE 5000 CENTER FOR INDEPENDENT LIVING OF NORTHWEST FLORIDA INC 21 S TARRAGONA ST 101 PENSACOLA FL 32502 NONE PC CHARITABLE 2500 CONGREGATION MISHKAN ISRAEL OF SELMA AL PO BOX 510 SELMA AL 36702 NONE PC CHARITABLE 20000 COUNCIL ON AGING OF WEST FLORIDA INC 875 ROYCE ST PENSACOLA FL 32503 NONE PC CHARITABLE 10000 CREATIVE LEARNING ACADEMY 3151 HYDE PARK ROAD PENSACOLA FL 32503 NONE PC CHARITABLE 5000 CULTURAL ARTS ALLIANCE OF WALTON COUNTY 105 HOG TOWN BAYOU LN SANTA ROSA BEACH FL 32459 NONE PC CHARITABLE 2500 ELLA L JORDAN MUSEUM INC 423 N C STREET PENSACOLA FL 32501 NONE PC CHARITABLE 5000 ESCAMBIA COUNTY SHERIFF FOUNDATION 3100 GULF BEACH HIGHWAY PENSACOLA FL 32507 NONE PC CHARITABLE 10000 FAMILY SERVICE AGENCY OF BAY COUNTY INC 114 E 9TH ST PANAMA CITY FL 32401 NONE PC CHARITABLE 2500 GREATER PENSACOLA SYMPHONY ORCHESTRA INC PO BOX 1752 PENSACOLA FL 32591 NONE PC CHARITABLE 2500 GULF COAST KID'S HOUSE INC 3401 N 12TH AVENUE PENSACOLA FL 32503 NONE PC CHARITABLE 10000 HEALTH AND HOPE CLINIC INC 1718 EAST OLIVE RD PENSACOLA FL 32514 NONE PC CHARITABLE 10000 INSTITUTE FOR HUMAN & MACHINE COGNITION 40 S ALCANIZ STREET PENSACOLA FL 32502 NONE PC CHARITABLE 10000 INSTITUTE OF SOUTHERN JEWISH LIFE INC PO BOX 16528 JACKSON MS 39236 NONE PC CHARITABLE 2500 LEGACY K9 SEARCH TEAM 5901 RUNNING IRON DRIVE MILTON FL 32570 NONE PC CHARITABLE 2500 LIFE HORSE AT GRAND REVIEW FARM 3050 LEWIS RD MILTON FL 32570 NONE PC CHARITABLE 1500 MANNA FOOD BANK INC 3030 N E ST PENSACOLA FL 32501 NONE PC CHARITABLE 5000 MOTHER CLELIA MORNING STAR HIGH SCHOOL 70 HUNTER AVENUE PENSACOLA FL 32505 NONE PC CHARITABLE 5000 NAVARRE BEACH SEA TURTLE CONSERVATION CENTER 8668 NAVARRE PARKWAY 286 NAVARRE FL 32566 NONE PC CHARITABLE 5200 PACE CENTER FOR GIRLS INC 1028 UNDERWOOD AVENUE PENSACOLA FL 32504 NONE PC CHARITABLE 10000 PENSACOLA CATHOLIC HIGH SCHOOL 3043 WEST SCOTT ST PENSACOLA FL 32505 NONE PC CHARITABLE 5000 PENSACOLA CHILDREN'S CHORUS 46 EAST CHASE STREET PENSACOLA FL 32502 NONE PC CHARITABLE 2000 PENSACOLA COMMUNITY ACTION NETWORK 801 E LA RUA ST PENSACOLA FL 32501 NONE PC CHARITABLE 2700 PENSACOLA HABITAT FOR HUMANITY 300 WEST LEONARD STREET PENSACOLA FL 32501 NONE PC CHARITABLE 8650 PENSACOLA MESS HALL 418 E WRIGHT STREET PENSACOLA FL 32502 NONE PC CHARITABLE 2500 PENSACOLA OPERA INC 75 S TARRAGONA STREET PENSACOLA FL 32502 NONE PC CHARITABLE 2500 PENSACOLA SYMPHONY ORCHESTRA GUILD PO BOX 1812 PENSACOLA FL 32591 NONE PC CHARITABLE 3000 PENSACOLA'S PROMISE INC - CHAIN REACTION 1000 COLLEGE BLVD BUILDING 98 PENSACOLA FL 32504 NONE PC CHARITABLE 5000 PYC SATORI FOUNDATION 1897 CYPRESS STREET PENSACOLA FL 32502 NONE PC CHARITABLE 5000 RALLY FOUNDATION FOR CHILDHOOD CANCER RESEARCH 5775 GLENRIDGE DRIVE BLDG B STE 370 ATLANTA GA 30328 NONE PC CHARITABLE 25000 READYKIDS PO BOX 71 PENSACOLA FL 32591 NONE PC CHARITABLE 2500 RE-ENTRY ALLIANCE PENSACOLA INC 1000 W BLOUNT ST PENSACOLA FL 32501 NONE PC CHARITABLE 2500 RONALD MCDONALD HOUSE OF NWFL 5200 BAYOU BLVD PENSACOLA FL 32503 NONE PC CHARITABLE 16000 SACRED HEART FOUNDATION INC PO BOX 2700 PENSACOLA FL 32513 NONE PC CHARITABLE 15000 ST ANDREW BAY CENTER INC 1804 CAROLINA AVE LYNN HAVEN FL 32444 NONE PC CHARITABLE 5000 THE GLOBAL CORNER INC 321 N DE VILLIERS ST 220 PENSACOLA FL 32501 NONE PC CHARITABLE 1500 THE SEASIDE SCHOOL INC 10 SMOLIAN CIR SANTA ROSA BEACH FL 32459 NONE PC CHARITABLE 1500 UNCF 1805 7TH ST NW WASHINGTON DC 20001 NONE PC CHARITABLE 1500 UWF FOUNDATION INC 11000 UNIVERSITY PARKWAY BUILDING 12 PENSACOLA FL 32514 NONE PC CHARITABLE 500000 VALERIE'S HOUSE INC 904 EAST GADSDEN STREET PENSACOLA FL 32501 NONE PC CHARITABLE 10000 WATERFRONT RESCUE MISSION INC PO BOX 870 PENSACOLA FL 32591 NONE PC CHARITABLE 5100 WILDLIFE SANCTUARY OF NW FLORIDA 105 NORTH S ST PENSACOLA FL 32505 NONE PC CHARITABLE 6000 YOUNG MEN'S CHRISTIAN ASSOCIATION OF NWFL PO BOX 13170 PENSACOLA FL 32591 NONE PC CHARITABLE 5000 1682150 0 14 125 14 163247 01 18 197721 0 361093 0 361093 0 0 0 0 0 0 0 0 0 0 X X 1 THE LEWIS BEAR COMPANY 6120 ENTERPRISE DRIVE PENSACOLA FL 32505 1400000 X 2 BELLE Y BEAR 72 HIGHPOINT DRIVE GULF BREEZE FL 32561 992039 X X 2 2480 SHS OF ISHARES TR MSCI EAFE ETF 228978 2025-11-21 2 839 SHS OF ISHARES TR RUS 1000 GRW ETF 383234 2025-11-21 2 333 SHS OF ISHARES TR RUS 2000 VAL ETF 57328 2025-11-21 2 193 SHS OF ISHARES TR RUS 2000 GRW ETF 58943 2025-11-21 2 1,408 SHS OF VANGUARD FTSE EMERGING MARKETS ETF 74490 2025-11-21 2 1,023 SHS OF VANGUARD VALUE ETF 189066 2025-11-21 ACCOUNTING FEES 4095 2048 2047 RAYMOND JAMES 4578575 7220352 LEGAL FEES 2870 1435 1435 CONTRIBUTED STOCK FMV/TAX BASIS DIFFERENCE 503650 INVESTMENT MANAGEMENT FEES 21023 21023 0 TIMING DIFFERENCES 3091 BELLE Y BEAR 72 HIGHPOINT DRIVE GULF BREEZE FL 32561 FOREIGN TAXES 3182 3182 0 EXCISE TAXES 4467 0 0