2024-01-22T14:52:55-06:00 2022-12-31 592213319 SUPLEE SHEA CRAMER & MILLER PA 800 SOUTH OSPREY AVENUE SARASOTA FL 342367834 990PF 2022-01-01 010805754 IRMA SCHUSTER FOUNDATION INC IRMA 9413663600 800 SOUTH OSPREY AVE SARASOTA FL 34236 NORMAN J SHEA DIRECTOR 9413663600 2024-01-20 1 NORMAN SHEA 999009999 1 NORMAN J SHEA III P00456227 9413663600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 249023 X X 2567 2567 2714 2714 3498 199183 3498 8779 8779 3000 3000 0 5708 5708 0 2263 2263 0 493 294 0 11464 11265 0 16000 16000 27464 11265 16000 -18685 0 84531 74482 65073 176725 168089 183950 261256 242571 249023 0 0 X 261256 242571 261256 242571 261256 242571 261256 -18685 0 242571 0 242571 ARK ETF TRUST INNOVATION ETF P 2021-04-15 2022-01-13 328 503 -175 -175 ALPHABET INCORPORATED CAP P 2022-03-31 2022-09-08 4356 5643 -1287 -1287 AMAZON COM INCORPORATED P 2022-12-01 2022-12-29 500 572 -72 -72 FIRST TRUST MATERIALS ALPHADEX P 2022-05-27 2022-07-05 6595 8813 -2218 -2218 FIRST TRUST NASDAQ RISING P 2022-05-27 2022-09-23 9353 11410 -2057 -2057 FIRST TRUST NASDAQ SEMICONDUCTOR P 2022-01-26 2022-05-11 7782 9382 -1600 -1600 GLOBAL X FINTECH ETF P 2022-01-26 2022-02-28 157 195 -38 -38 INVESCO S&P 500 EQUAL P 2022-01-26 2022-09-27 2513 3130 -617 -617 LISTED FDS TRUST ROUNDHILL P 2021-11-26 2022-01-26 4574 5833 -1259 -1259 SPDR S&P BIOTECH P 2021-04-15 2022-01-26 1323 1878 -555 -555 SPDR CONSUMER DISCRETIONARY P 2022-02-11 2022-12-01 5568 6662 -1094 -1094 VANGUARD HEALTH CARE P 2022-05-27 2022-12-01 10202 9696 506 506 VANGUARD INFORMATION TECHNOLOGY P 2022-05-27 2022-12-01 700 725 -25 -25 VANGUARD COMMUNICATION SERVICES P 2022-01-26 2022-05-27 3198 3833 -635 -635 ARK ETF TRUST INNOVATION ETF P 2018-11-07 2022-01-13 8603 4812 3791 3791 AMAZON COM INCORPORATED P 2018-11-07 2022-12-29 7279 7000 279 279 AMPLIFY ONLINE RETAIL P 2020-03-05 2022-01-13 8910 4839 4071 4071 FIRST TRUST NASDAQ CEA P 2021-04-15 2022-12-01 5044 3705 1339 1339 FIRST TRUST INDXX NEXTG P 2020-06-10 2022-01-26 4626 3312 1314 1314 GLOBAL X FINTECH ETF P 2021-01-19 2022-02-28 8968 13348 -4380 -4380 INVESCO S&P 500 EQUAL P 2021-04-15 2022-09-27 16720 18472 -1752 -1752 ISHARES TR U.S. MED DVC P 2021-04-15 2022-12-01 2110 1551 559 559 ISHARES TR SELF DRIVNG P 2021-04-15 2022-05-11 12410 13470 -1060 -1060 SPDR S&P BIOTECH ETF P 2018-11-07 2022-01-26 6331 5677 654 654 SPDR CONSUMER DISCRETIONARY SELECT P 2021-05-01 2022-12-28 10457 10264 193 193 SPDR INDUSTRIAL SELECT SECTOR FUND P 2020-06-10 2022-12-01 6815 4938 1877 1877 VANGUARD INFORMATION TECHNOLOGY P 2021-01-19 2022-12-01 22317 15764 6553 6553 VANGUARD COMMUNICATION SERVICES P 2021-02-15 2022-06-16 11419 9670 1749 1749 FIRST TRUST ETF IV FIRST P 2020-09-24 2022-06-22 10008 10588 -580 -580 CAPITAL GAINS DIVIDENDS P 17 17 17 3498 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A SUPLEE SHEA CRAMER MILLER 9413663600 800 S OSPREY AVE SARASOTA FL 34236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NORMAN J SHEA 800 SOUTH OSPREY AVE SARASOTA FL 34236 DIRECTOR 1.00 1000 0 0 LESLIE TATMAN 222 LONG COVE DRIVE LAGRANGE GA 30240 DIRECTOR 1.00 1000 0 0 ALEXANDRA GBEATTY 5050 CENTRAL SARASOTA PKWY SARASOTA FL 34238 DIRECTOR 1.00 1000 0 0 NONE 0 NONE 0 0 219061 73493 0 292554 0 0 292554 4388 288166 14408 14408 0 14408 0 14408 0 14408 16000 0 16000 14408 13015 0 0 16000 13015 0 0 2985 0 0 0 0 0 0 0 0 11423 0 0 0 X ALL STAR CHILDREN FOUNDATION 3300 17TH ST SARASOTA FL 34235 NONE 501(C)3 BUILDING A BRIGHTER FUTURE FOR CHILDREN IN FOSTER CARE THROUGH INNOVATION, SCIENCE, AND COMPASSION. 5000 AVENUE 941 518 13TH ST W BRADENTON FL 34205 NONE 501(C)3 MENTOR AND PROVIDE TUTORING SERVICES TO LOW INCOME AND AT RISK CHILDREN. 3000 BOYS & GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES 3130 FRUITVILLE ROAD SARASOTA FL 34237 NONE 501(C)3 TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS 5500 HUMANE SOCIETY OF SARASOTA COUNTY 2331 15TH STREET SARASOTA FL 34237 NONE 501(C)3 RESCUING, FOSTERING, CARING FOR AND FINDING HOMES FOR PETS IN AND AROUND SARASOTA COUNTY, FL 2500 16000 0 14 2567 14 2714 18 3498 0 8779 0 8779 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5708 5708 0 CORPORATE STOCKS - RAYMOND JAMES #1720 168089 183950 FLORIDA DEPT OF STATE 62 62 0 FOREIGN TAXES 42 42 0 FEDERAL TAXES 199 0 0 OTHER EXPENSES 190 190 0 INVESTMENT ADVISORY FEES 2263 2263 0