2023-02-15T16:09:08-05:00 2022-05-31 650225494 MILLER HELMS & FOLK PA 6326 WHISKEY CREEK DRIVE FORT MYERS FL 33919 990PF 2021-06-01 656269762 ANN L HENEGAN PRIVATE FOUNDATION ANNL 2397745586 PO BOX 8282 NAPLES FL 34101 MAUREEN A HENEGAN TRUSTEE 2392628686 2022-11-23 true MAUREEN A HENEGAN XXX-XX-XXXX KATHLEEN K JOHNSON P00486865 2394819696 2022-11-23 2021 2023-03-07 01:45:13Z X 743328 X X 14 14 13235 13235 -1552 32270 11697 13249 4742 4742 142 142 4884 4884 0 0 0 4884 4884 0 6813 8365 134822 118873 127627 342414 364152 615701 477236 483025 743328 0 X 477236 483025 477236 483025 477236 483025 477236 6813 484049 1024 483025 116 116 116 116 false false false false false false false true true FL true false false false false true N/A KAREN LANNAN 2397745586 PO BOX 8282 NAPLES FL 34101 false false false false false false false false false false false false false false false false false false false false MAUREEN A HENEGAN 37 PELL PLACE NEW ROCHELLE NY 10804 TRUSTEE 000.00 0 0 0 NONE NONE N/A 586726 127627 27214 741567 741567 11124 730443 36522 36522 116 116 36406 36406 36406 0 0 36406 29857 29857 29857 29857 6549 X 14 14 14 13235 -1552 13249 -1552 11697 false false false false false false false false false false AT&T INC 2012-12 PURCHASE 2021-06 2761 3212 -451 AT&T INC 2014-12 PURCHASE 2021-06 2321 2748 -427 TEMPLETON INCOME TR 2020-08 PURCHASE 2021-07 49 52 -3 GLOBAL BD FD ADVISOR 2020-09 PURCHASE 2021-07 599 623 -24 TEMPLETON INCOME TR 2012-12 PURCHASE 2021-07 2348 3305 -957 GLOBAL BD FD ADVISOR 2015-12 PURCHASE 2021-07 10209 13167 -2958 EMBECTA CORP 2019-08 PURCHASE 2022-05 115 115 FIRST TRUST ETF IV ETF 2015-11 PURCHASE 2022-05 673 759 -86 ISHARES CORE U.S. ETF 2017-11 PURCHASE 2022-05 2870 3066 -196 NOVARTIS AG 2012-12 PURCHASE 2022-05 10325 6775 3550 SECURITIES 334377 586726 MUTUAL FUNDS 29775 28975 DIFFERENCE BETWEEN BROKER AND TAX ACCOUNT 1024 WELLS FARGO - FEES AS AGENT 4742 4742 FOREIGN TAXES 142 142