2024-05-07T08:43:26-05:00 2023-12-31 592213319 SUPLEE SHEA CRAMER & MILLER PA 800 SOUTH OSPREY AVENUE SARASOTA FL 342367834 990PF 2023-01-01 650946333 RUTLEDGE CHARITABLE FOUNDATION INC RUTL 9413739550 800 S OPSREY AVENUE SARASOTA FL 34236 JAMES RUTLEDGE PRESIDENT 9413739550 2024-04-22 1 JAMES RUTLEDGE XXX-XX-XXXX 1 T RAYMOND SUPLEE P00456310 9413663600 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1999641 X X 28273 28273 48302 218524 48302 76575 76575 24564 4912 19652 1943 972 971 700 249 0 16178 16178 0 43385 22311 20623 58130 58130 101515 22311 78753 -24940 54264 26362 48288 48288 630041 583175 1951353 656403 631463 1999641 0 0 X 656403 631463 656403 631463 656403 631463 656403 -24940 0 631463 0 631463 FEDERAL FARM CREDIT BANK P 2023-04-05 2023-10-05 25000 24420 580 580 FEDERAL HOME LN MTG CORP P 2023-04-05 2023-09-08 25000 24535 465 465 BLUE OWL CAP INC P 2022-02-18 2023-01-19 277 273 4 4 COHEN & STEERS PREF P 2022-07-01 2023-01-19 2674 2681 -7 -7 CD WELLS FARGO P 2023-04-18 2023-09-08 20000 20241 -241 -241 AMAZON COM P 2014-04-15 2023-01-19 280 47 233 233 AFLAC INC P 2011-03-17 2023-01-19 213 76 137 137 ALPHABET INC P 2014-04-30 2023-01-19 278 80 198 198 ARES CAPITAL CORP P 2018-10-26 2023-01-19 506 434 72 72 APPLE INC P 2011-02-11 2023-01-19 1211 115 1096 1096 COMCAST CORP NEW CL A P 2013-05-15 2023-01-19 265 146 119 119 CORTEVA INC REG P 2016-02-02 2023-11-28 4543 2372 2171 2171 CBRE GROUP INC P 2012-07-18 2023-01-19 497 96 401 401 DISNEY CO COM P 2014-02-11 2023-01-19 197 156 41 41 ENBRIDGE INC P 2021-02-26 2023-01-19 124 102 22 22 EMERSON ELEC CO P 2022-01-13 2023-01-19 262 294 -32 -32 FIRST REP BK SAN FRANCISC P 2013-07-26 2023-01-19 131 43 88 88 FIRST REP BK SAN FRANCISC P 2013-07-26 2023-04-26 866 5718 -4852 -4852 HOME DEPOT INC P 2014-02-26 2023-01-19 314 83 231 231 INTUITIVE SURGICAL INC P 2019-08-14 2023-01-19 253 167 86 86 ICON PLC P 2013-01-23 2023-01-19 913 116 797 797 JACOBS SOLUTIONS INC P 2021-03-26 2023-01-19 120 127 -7 -7 JP MORGAN CHASE P 2016-10-20 2023-01-19 403 205 198 198 LOCKHEED MARTIN CORP P 2016-01-13 2023-01-19 442 215 227 227 MARRIOTT INTL INC NEW A P 2022-01-13 2023-01-19 320 331 -11 -11 NVIDIA P 2016-06-24 2023-01-19 1180 80 1100 1100 NIKE INC CL B P 2012-07-18 2023-01-19 124 24 100 100 NORFOLK SOUTHERN CORP P 2019-01-11 2023-01-19 502 327 175 175 PHILLIPS 66 SHS P 2012-07-18 2023-01-19 310 111 199 199 PEPSICO INC P 2019-10-01 2023-01-19 342 275 67 67 PROCTER & GAMBLE CO P 2019-10-01 2023-01-19 433 371 62 62 SALESFORCE INC P 2016-02-09 2023-01-19 433 168 265 265 SERVICENOW INC P 2017-01-26 2023-01-19 852 180 672 672 ELEVANCE HEALTH INC P 2017-10-19 2023-01-19 481 193 288 288 TJX COS INC NEW P 2020-05-01 2023-01-19 240 143 97 97 TRITON INTL LTD P 2020-11-18 2023-01-19 347 215 132 132 TRITON INTL LTD P 2020-11-18 2023-03-17 11984 8709 3275 3275 THERMO FISHER SCIENTIFIC P 2012-02-14 2023-01-19 1747 167 1580 1580 VISA INC CL A P 2013-07-26 2023-01-19 659 145 514 514 COHEN & STEERS PREF P 2022-07-01 2023-01-19 51086 54887 -3801 -3801 AMPHENOL CORP CL A NEW P 2007-10-01 2023-01-19 1005 131 874 874 BERKSHIRE HATHAWAY INC P 2007-10-01 2023-01-19 305 67 238 238 BOEING COMPANY P 2009-05-15 2023-01-19 621 129 492 492 CROWN CASTLE INC P 2009-05-15 2023-01-19 440 39 401 401 CROWN CASTLE INC P 2009-05-15 2023-10-25 12402 3225 9177 9177 DANAHER CORP DEL P 2007-10-01 2023-01-19 810 95 715 715 DANAHER CORP DEL P 2007-10-01 2023-05-12 17017 2375 14642 14642 EASTMAN CHEMICAL CO P 2010-08-26 2023-01-19 431 151 280 280 GENL DYNAMICS CORP P 2009-05-15 2023-01-19 233 55 178 178 GENERAL MILLS P 2010-01-28 2023-01-19 312 144 168 168 MCDONALDS CORP P 2009-05-08 2023-01-19 265 55 210 210 ORACLE CORP P 2008-03-06 2023-01-19 514 116 398 398 PFIZER INC P 2010-01-28 2023-01-19 450 177 273 273 PFIZER INC P 2008-10-22 2023-05-12 17386 7621 9765 9765 SPDR S&P 500 P 2011-10-07 2023-01-19 1165 348 817 817 VERIZON COMMUNICATIONS P 2009-05-15 2023-01-19 159 111 48 48 VERIZON COMMUNICATIONS P 2008-11-21 2023-07-17 7093 6019 1074 1074 VERALTO CORP P 2007-03-19 2023-11-28 890 115 775 775 VERALTO CORP P 2007-10-01 2023-11-28 1211 181 1030 1030 CAPITAL GAINS DIVIDENDS P 6 6 6 48302 754 0 754 0 754 1200 0 0 0 1200 0 446 446 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A JAMES C RUTLEDGE 9413739550 800 S OSPREY AVENUE SARASOTA FL 34236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES C RUTLEDGE 800 S OSPREY AVENUE SARASOTA FL 34236 PRESIDENT 4.00 12282 0 0 AMANDA R SIMMONS 504 CUMMINGS STREET SARASOTA FL 34242 DIRECTOR 4.00 12282 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 1758920 48050 0 1806970 0 0 1806970 27105 1779865 88993 88993 754 754 88239 0 88239 0 88239 78753 0 78753 88239 0 0 814 3630 23940 23901 52285 78753 0 0 0 78753 0 9486 9486 42799 0 0 0 0 0 0 0 42799 18898 23901 X ALL FAITHS FOOD BANK 8171 BLAIKE COURT SARASOTA FL 34240 GENERAL 5000 CAMPHILL VILLAGE USA 84 CAMP HILL RD COPAKE NY 12516 GENERAL 500 EASTER SEAL SOCIETY 233 S WACKER DR STE 2400 CHICAGO IL 60606 GENERAL 630 FAMILY FIRST 609 W DELEON ST TAMPA FL 33606 GENERAL 2500 JUBILEE JOBS 2419 MINNESOTA AVE WASHINGTON DC 20020 GENERAL 500 NASHOTA HOUSE THEOLOGICAL SEMINARY 2777 MISSION ROAD NASHOTAH WI 53058 GENERAL 2000 PINES OF SARASOTA FOUNDATION 1501 N ORANGE AVE SARASOTA FL 34236 GENERAL 6000 REDEEMER CHURCH 222 S PALM AVENUE SARASOTA FL 34236 GENERAL 22000 SARASOTA MEDICAL PREGANCY CENTER 1217 EAST AVE SOUTH STE 310 SARASOTA FL 34239 GENERAL 5000 SHORE COUNTRY DAY SCHOOL 545 CABOT ST BEVERLY MA 01915 GENERAL 1000 SOUTH SHORE COMMUNITY CHURCH 1899 S TUTTLE AVE SARASOTA FL 34239 GENERAL 7000 ST PATRICK'S EPISCOPAL CHURCH 4700 WHITEHAVEN PARKWAY NW WASHINGTON DC 20007 GENERAL 1000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 GENERAL 1000 CBN OPERATION BLESSING 977 CENTERVILLE TURNPIKE VIRGINIA BEACH VA 23463 GENERAL 1000 COMPASSION INTERNATIONAL 12290 VOYAGE PARKWAY COLORADO SPRINGS CO 80921 GENERAL 1000 CONSERVATION FOUNDATION 400 PALMETTO AVE OSPREY FL 34229 GENERAL 1000 ST JUDE CHILDRENS HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 GENERAL 1000 58130 0 14 28273 18 48302 OTHER INCOME 0 76575 0 76575 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1943 972 971 AMPHENOL CORP 7197 78015 BERKSHIRE HATHAWAY 4715 25323 DANAHER CORP 2244 19664 PROCTER & GAMBLE CO 10989 20955 THERMO FISHER SCIENTIFIC INC 7687 73249 NIKE INC CL B 3208 14766 ORACLE CORP 6221 34054 AFLAC INC 5097 17820 ARES CAPITAL CORP 23276 29144 BOEING COMPANY 22381 39099 CHEVRON CORP 13088 20584 GENERAL MILLS 7860 16611 GENL DYNAMICS CORP 4566 21553 MCDONALDS CORP 7680 41808 APPLE INC 5084 95302 EASTMAN CHEMICAL CO 7757 23084 NEXTERA ENERGY INC 6850 23810 BLACKROCK INC 3632 17860 COHEN & STEERS REALTY 6342 8321 S&P DEP RCPT 17728 72722 ICON PLC 5990 61143 JP MORGAN CHASE & CO 5881 24835 PEPSICO INC 11997 25646 PHILLIPS 66 12953 32886 CBRE GROUP INC 4855 28206 COMCAST CRP NEW 9098 19119 ALPHABET INC CL A 11407 61044 VISA INC CL A 8709 46863 AMAZON COM INC 6901 66398 DISNEY CO COM 9417 10925 HOME DEPOT 5199 21833 MICROSOFT CORP 18782 94386 LOCKHEED MARTIN CORP 14169 29914 NVIDIA 4389 190164 SALESFORCE COM INC 8027 37629 ELEVANCE HEALTH INC 13693 33481 NORFOLK SOUTHERN CORP 12355 20092 SERVICENOW INC 8304 64997 UNITED RENTALS INC 15022 57915 PROGRESSIVE CRP 18016 49855 INTUITIVE SURGICAL INC 12686 26314 APPLE HOSPITABLITY REIT 15087 23320 ENBRIDGE INC 19047 20603 EQUINIX INC 4762 6443 MARRIOTT INTL INC NEW A 13118 21874 TJX COS INC 7639 15010 EMERSON ELEC CO 17230 18395 JACOBS SOLUTIONS INC 12748 12980 MARTIN MARIETTA MATLS 10857 15965 BLACKSTONE INC 17062 20947 BLUE OWL CAP INC 14777 17880 OCCIDENTAL PETE CORP 19262 28721 DOORDASH INC 6475 9592 UBER TECHNOLOGIES INC 16304 24135 WISDOMETREE INTL QLTY 17355 18099 MERRILL LYNCH FEES 16178 16178 0 TAXES 700 249 0