2024-03-28T06:12:14-07:00 2023-12-31 832835632 Robinson Gruters and Roberts 133 Harbor Dr S Venice FL 34285 990PF 2023-01-01 656180303 OBERLEDER LESLIE P PROF OF GERIATRIC MEDICINE FUND OBER 1400 CENTER ROAD VENICE FL 34292 SANDRA L PEPPER Trustee 2024-03-28 true SANDRA L PEPPER 999009999 true DONNA M ROBERTS P00185568 9414887794 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 690538 X X 1900 1900 1900 10959 10959 10959 16693 69740 16693 29552 29552 12859 18774 1025 100 19899 0 0 0 0 19899 0 0 9653 29552 12859 10652 42682 42682 608 776 776 9992 9996 9900 281742 228695 595751 12368 12368 11032 30000 30397 315362 324517 690538 31545 31545 X 315362 292972 315362 292972 315362 324517 315362 9653 2 325017 32045 292972 NVIDIA CORP P 2020-06-05 2023-06-27 15338 3274 12064 12064 SALESFORCE P 2021-03-24 2023-06-27 8378 8519 -141 -141 AMGEN P 2020-06-05 2023-06-27 19145 19297 -152 -152 COHEN & STEERS P 2021-03-24 2023-03-17 8996 10875 -1879 -1879 WALT DISNEY CO P 2002-09-25 2023-06-27 445 75 370 370 WALT DISNEY CO P 2002-10-31 2023-06-27 7573 1406 6167 6167 VERIZON COMM P 2004-04-29 2023-03-17 6595 6125 470 470 NEW AT&T P 2002-09-25 2023-03-17 91 87 4 4 NEW AT&T P 2002-10-31 2023-03-17 2725 2925 -200 -200 NEW AT&T P 2004-03-11 2023-03-17 454 464 -10 -10 16693 411 411 411 1766 1766 1355 1355 false false false false false false false false true true false false false false true N/A CALDWELL TRUST 9414933600 1400 CENTER ROAD VENICE FL 34292 false false false false false false false false false true 2022 false false false false false false false false false false false false false MURRAY KANETSKY 602 APALACHICOLA RD VENICE FL 34285 CO-TRUSTEE 1.00 9387 CALDWELL TRUST CO 1400 CENTER ROAD VENICE FL 34293 CO-TRUSTEE 2.00 9387 NONE NONE 601093 26667 0 627760 0 627760 9416 618344 30917 30917 411 411 30506 30506 30506 0 30506 31545 0 31545 30506 X 3 1900 3 10959 16693 12859 16693 29552 false false false false false false false false false false TAX PREPARATION 1025 0 0 0 VANGUARD BD INDEX FD TOTAL BD MKT 12368 11032 3M COMPANY 4247 9839 CATERPILLAR 1743 25132 CHEVRON CORP 15527 26849 GENUINE PARTS CO 4964 20775 HONEYWELL INTERNATL 2031 16777 JOHNSON & JOHNSON 5238 28213 MCDONALDS RESTAURANT 3583 44476 MICROSOFTCORP 4787 67687 NEW AT&T NEXTERA ENERGY 1044 7593 PHILIP MORRIS INTERNATL 4543 18816 PROCTOR & GAMBLE 4726 18318 VERIZON COMM WAL-MART STORES 1932 16553 WALT DISNEY AMAZON.COM 5818 9116 AMGEN APPLE 19062 44667 BLACKROCK 15825 20295 NVIDIA CORP 15485 86664 VISA INC 9561 13017 ZOETIS INC 18668 26053 COHEN&STEERS QUALITY REALTY FD ECOLAB 12495 11901 INTERCONT EXCHANGE 13980 16054 ISHARES CORE S&P SM CAP ETF 24145 24356 JP MORGAN CHASE 15098 17010 SALESFORCE COM VANGUARD MID-CAP ETF 24193 25590 9996 9900 DISCOVER CD 4.5% 2028 FMV 30000 30397 2022 DISTRIBUTION TO BE PAID 31545 2023 FEDERAL TAXES PAID 500 ACCOUNT FEED 100 rounding 2