2020-08-28T15:15:35-05:00 2020-04-30 341897225 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 990PF 2019-05-01 656237118 SALDUKAS FAMILY FOUNDATION C/O HILL BARTH & KING LLC SALD 2396496747 3838 TAMIAMI TRAIL N NO 200 NAPLES FL 34103 ANTHONY W SALDUKAS FINANCIAL DIRECTOR 2396496747 2020-08-25 1 BARRY F HOLES P00055337 2392632111 2020-08-25 198.167.186.164 2020-08-25 08:48:17 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F03E1E9A6AE9FBD7528889001293742F0A564405 2019 2021-01-29 14:40:06Z X 1078128 X X 20010 20010 33269 78259 33269 40 40 53319 53319 10454 5227 5227 2930 0 2930 8811 8811 0 1956 354 0 24151 14392 8157 41300 41300 65451 14392 49457 -12132 38927 45935 43382 43382 372723 381494 460524 270240 277616 274029 259099 233373 300193 947997 935865 1078128 0 0 X 899903 899903 0 0 48094 35962 947997 935865 947997 935865 947997 -12132 0 935865 0 935865 DOUBLELINE TOTAL RETURN BOND 605 609 0 0 NATIONAL FINANCIAL SERVICES - 8965 48565 40850 7715 7715 DOUBLELINE TOTAL RETURN BOND 2000 1026 974 974 FIDELITY CONTRAFUND 5000 2509 2491 2491 CAPITAL GAINS DIVIDENDS P 22089 22089 22089 33269 0 37399 1090319 0.034301 57850 1080447 0.053543 24850 873516 0.028448 32750 766300 0.042738 46737 803456 0.058170 0.217200 0.043440 1100713 47815 389 48204 49457 X 389 0 389 0 389 1300 0 0 1300 0 911 911 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A HILL BARTH KING LLC 2392632111 3838 TAMIAMI TRAIL N SUITE 200 NAPLES FL 34103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY W SALDUKAS 3838 TAMIAMI TRAIL N STE 200 NAPLES FL 34103 FINANCIAL DIRECTOR 10.00 5227 0 0 STEVEN W SALDUKAS 3838 TAMIAMI TRAIL N STE 200 NAPLES FL 34103 PROGRAM DIRECTOR 10.00 5227 0 0 LOIS J SALDUKAS 146 MOORINGS PARK DRIVE N-209 NAPLES FL 34105 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 THE ORGANIZATION IS ENGAGED PRIMARILY IN MAKING GRANTS OF MONEY ON AN ANNUAL BASIS TO OTHER CHARITABLE ORGANIZATIONS THAT ARE CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS 0 EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE 1986 INTERNAL REVENUE CODE. 0 0 1080516 36959 0 1117475 0 0 1117475 16762 1100713 55036 55036 389 389 54647 0 54647 0 54647 49457 0 49457 389 49068 54647 9094 0 0 49457 9094 0 0 40363 0 0 0 0 0 0 0 0 14284 0 0 0 LOIS J SALDUKAS X ARTIS-NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE OTHER PUBLIC CHARITY COMMUNITY ENRICHMENT 16800 CONSERVANCY OF SW FLORIDA 1450 MERRIHUE DRIVE NAPLES FL 34102 NONE OTHER PUBLIC CHARITY COMMUNITY ENRICHMENT 4500 WGCU-TV 10501 FGCU BLVD S FORT MYERS FL 339656502 NONE OTHER PUBLIC CHARITY EDUCATION 5000 NCH HEALTHCARE SYSTEMS INC 350 7TH STREET NORTH NAPLES FL 34102 NONE OTHER PUBLIC CHARITY MEDICAL 15000 41300 0 14 20010 14 40 18 33269 0 53319 0 53319 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 2930 0 2930 BOND FUNDS 277616 274029 STOCK FUNDS 381494 460524 EQUITY FUNDS AT COST 233373 300193 COMMISSION CREDIT 40 40 40 MANAGEMENT FEES 8811 8811 0 EXCISE TAXES 1602 0 0 FOREIGN TAXES 354 354 0