2025-03-13T10:23:45-05:00 2024-12-31 650129793 WILTSHIRE WHITLEY RICHARDSON ENGLISH PA 5249 SUMMERLIN COMMONS BLVD STE 100 FORT MYERS FL 33907 990PF 2024-01-01 366109490 IGLEWSKI FAMILY FOUNDATION IGLE 2399356833 19260 WINDING WAY FORT MYERS FL 33908 JANICE MADER MANAGING TRUSTEE 2193805237 2025-03-04 1 0 BRAD A SHIPLEY CPA P01312989 2393349191 2024 2025-03-06 01:10:19Z X 724672 X X 33333 33333 18797 296565 18797 330 0 52460 52130 4000 1000 3000 2300 1150 1150 8696 8696 0 1898 458 0 38 0 0 16932 11304 4150 357500 357500 374432 11304 361650 -321972 40826 113699 71126 71126 542322 259463 576450 60000 64900 77096 1440 0 0 717461 395489 724672 0 0 X 678283 678283 0 0 39178 -282794 717461 395489 717461 395489 717461 -321972 0 395489 0 395489 AMERICAN ELEC PWR 2020-08-27 2024-05-16 27801 23544 4257 4257 AMGEN INC 2022-04-06 2024-11-20 15429 13540 1889 1889 CISCO SYS INC 2022-04-06 2024-05-16 26356 29870 -3514 -3514 CVS CORP 2022-04-06 2024-01-29 22197 30832 -8635 -8635 DEVON ENERGY CORP 2022-04-06 2024-01-29 21885 30010 -8125 -8125 EVERGY INC 2022-04-06 2024-05-16 24184 30488 -6304 -6304 INTERNATIONAL FLAVORS & FRAGRANCE 2022-04-06 2024-01-29 18924 29384 -10460 -10460 MARATHON PETE CORP 2020-06-29 2024-11-12 19867 4534 15333 15333 PFIZER INC 2020-06-29 2024-05-16 21684 23108 -1424 -1424 SANDOZ GROUP AG 2020-08-27 2024-01-29 2388 1624 764 764 SHELL PLC SPON ADS 2022-04-06 2024-11-20 35675 30198 5477 5477 THE OSTERWEIS STRATEGIC INCOME FUND 2020-10-23 2024-01-29 20000 20127 -127 -127 DUKE ENERGY CORP 2024-11-12 40028 10509 29519 29519 CAPITAL GAINS DIVIDENDS P 147 147 147 18797 567 0 567 0 567 560 0 0 0 560 0 7 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A JANICE MADER 2193805237 19260 WINDING WAY FORT MYERS FL 33908 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANICE MADER 19260 WINDING WAY FORT MYERS FL 33908 MANAGING TRUSTEE 5.00 4000 0 0 JERRY MADER 19260 WINDING WAY FORT MYERS FL 33908 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 N/A 0 0 800272 69198 0 869470 0 0 869470 13042 856428 42821 42821 567 567 42254 0 42254 0 42254 361650 0 361650 42254 0 0 4519 4519 361650 0 0 0 42254 319396 0 0 323915 0 0 0 0 0 0 0 323915 4519 319396 X JANICE MADER 19260 WINDING WAY FORT MYERS FL 33908 2193805237 WRITTEN STATEMENT OF CHARITABLE PURPOSE NONE NONE ALZHEIMERS ASSOCIATION FLORIDA GULF COAST CHAPTER PO BOX 96011 WASHINGTON DC 20091 N/A 501(C)3 SUPPORT 1000 CHILDREN'S ADVOCACY CENTER OF SOUTHWEST FLORIDA 3830 EVANS AVE FORT MYERS FL 33901 N/A 501(C)3 SUPPORT 2000 CHILDRENS HEALTHCARE OF ATLANTA 3395 NORTHEAST EXPRESSWAY ATLANTA GA 30341 N/A 501(C)3 SUPPORT 1000 CHRISTMAS COMMANDOS 1528 N LAKE GEORGE MISHAWAKA IN 46545 N/A 501(C)3 SUPPORT 1000 GREAT LAKES ADAPTIVE SPORTS ASSOCIATION 27864 IRMA LEE CIRCLE UNIT 101 LAKE FOREST IL 60045 N/A 501(C)3 SUPPORT 1000 H2O ADAPTIVE SPORTS INC 1850 WATERCOLOR PLACE GRAYSLAKE IL 60030 N/A 501(C)3 SUPPORT 1000 HADLEY INSTITUTE FOR THE BLIND 700 ELM STREET WINNETKA IL 60093 N/A 501(C)3 SUPPORT 1000 HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA 3760 FOWLER STREET FORT MYERS FL 33901 N/A 501(C)3 SUPPORT 1000 HISTIOCYTOSIS FD 4950 CENTRAL STREET KANSAS CITY MO 64112 N/A 501(C)3 SUPPORT 1000 INTERNATIONAL ESSENTIAL TREMOR FOUNDATION PO BOX 14005 LENEXA KS 66285 N/A 501(C)3 SUPPORT 2000 JOHN HOPKINS ALL CHILDRENS FOUNDATION 500 SEVENTH AVE S ST PETERSBURG FL 33701 N/A 501(C)3 SUPPORT 1000 JORDAN THOMAS FD 9005 OVERLOOK BLVD BRENTWOOD TN 37027 N/A 501(C)3 SUPPORT 1000 LIGHTHOUSE SCHOOL FOR THE BLIND 1155 MARKET STREET SAN FRANCISCO CA 94103 N/A 501(C)3 SUPPORT 1000 MARINE TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 N/A 501(C)3 SUPPORT 1000 MIDWEST FOOD BANK NFP 2031 WAREHOUSE RD NORMAL IL 617611038 N/A 501(C)3 SUPPORT 500 MUNDELEINE HIGH SCHOOL FOUNDATION 1350 HAWLEY STREET MUNDELEIN IL 60060 N/A 501(C)3 SUPPORT 3000 OPERATION SMILE PO BOX 758588 TOPEKA KS 666759939 N/A 501(C)3 SUPPORT 2000 REINS OF LIFE 55200 QUINCE ROAD SOUTH BEND IN 46619 N/A 501(C)3 SUPPORT 1000 ROCK STEADY BOXING 12717 GULFSTREM BLVD 2 PORT CHARLOTTE FL 33981 N/A 501(C)3 SUPPORT 1000 RONALD MCDONALD HOUSE OF INDIANA 610 N MICHIGAN STREET SOUTH BEND IN 46601 N/A 501(C)3 SUPPORT 1000 SERIOUS FUN CHILDRENS NETWORK 230 EAST AVE SUITE 107 NORWALK CT 06855 N/A 501(C)3 SUPPORT 1000 SHELL POINT RETIREMENT COMMUNITY 15000 SHELL POINT BLVD FORT MYERS FL 33908 N/A 501(C)3 SUPPORT 1000 ST BALDRICKS FOUNDATION 1333 SOUTH MAYFLOWER AVENUE SUITE 400 MONROVIA CA 91016 N/A 501(C)3 SUPPORT 1000 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 N/A 501(C)3 SUPPORT 1000 THE CHAPEL 5455 GULL RD STE D185 KALAMAZOO MI 49048 N/A 501(C)3 SUPPORT 1000 THE NATIONAL CHILDRENS CANCER SOCIETY 500 NORTH BROADWAY SUITE 1850 ST LOUIS MO 63102 N/A 501(C)3 SUPPORT 1000 THE SHARE FOUNDATION PO BOX 3910 SOUTHFIELD MI 48037 N/A 501(C)3 SUPPORT 322000 THE VETERANS HOME OF CALIFORNIA 11500 NIMITZ AVE LOS ANGELES CA 90049 N/A 501(C)3 SUPPORT 1000 UNION LEAGUE BOYS & GIRLS CLUB 65 W JACKSON BLVD CHICAGO IL 60604 N/A 501(C)3 SUPPORT 2000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 N/A 501(C)3 SUPPORT 2000 357500 0 14 33333 18 18797 FEDERAL TAX REFUND 01 330 0 52460 0 52460 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2300 1150 1150 SECURITIES HELD IN FINEMARK NATIONAL BANK & TRUST 99017 259463 576450 SECURITIES HELD IN FINEMARK NATIONAL BANK & TRUST 99017 AT COST 39873 41775 SECURITIES HELD IN FINEMARK NATIONAL BANK & TRUST 99017 AT COST 25027 35321 PREPAID INCOME TAXES 1440 FILING FEES 38 0 0 FEDERAL TAX REFUND 330 330 INVESTMENT FEES 8696 8696 0 FOREIGN TAXES 458 458 0 FEDERAL ESTIMATED TAX PAYMENTS 1440 0 0