2025-03-19T11:23:04-07:00 2024-12-31 832835632 Robinson Gruters and Roberts 133 Harbor Dr S Venice FL 34285 990PF 2024-01-01 656180303 OBERLEDER LESLIE P PROF OF GERIATRIC MEDICINE FUND OBER 1400 CENTER ROAD VENICE FL 34292 SANDRA L PEPPER Trustee 2025-03-19 true true DONNA M ROBERTS P00185568 9414887794 2024 2025-03-06 01:10:19Z X 810521 X X 5591 5591 5591 8703 8703 8703 163515 201938 163515 177809 177809 14294 23047 1300 100 24447 0 0 0 0 24447 0 0 153362 177809 14294 42682 96984 96984 776 448 448 9996 228695 306534 671757 12368 12368 10787 30000 30000 30545 324517 446334 810521 31545 30506 31545 30506 X 292972 415828 292972 415828 324517 446334 292972 153362 446334 30506 415828 LT COVERED P 2020-01-01 2024-12-31 128190 21970 106220 106220 HONEYWELL INTERN P 1997-02-06 2024-04-19 969 175 794 794 MICROSOFT CORP P 2002-10-31 2024-04-19 10022 669 9353 9353 HONEYWELL INTERN P 2002-09-25 2024-04-19 9689 1074 8615 8615 HONEYWELL INTERN P 2004-03-11 2024-04-19 4844 781 4063 4063 PHILIP MORRIS INTERN P 1997-02-06 2024-01-25 11382 2648 8734 8734 GENUINE PARTS P 2003-06-06 2024-01-25 21375 4964 16411 16411 PHILIP MORRIS INTERN P 2002-09-25 2024-01-25 4553 1130 3423 3423 PHILIP MORRIS INTERN P 2004-03-11 2024-01-25 2276 765 1511 1511 3M COMPANY P 1998-09-29 2024-01-25 4799 1952 2847 2847 3M COMPANY P 2002-09-25 2024-01-25 3839 2295 1544 1544 163515 2472 2472 2472 1355 1355 1117 0 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 2023 true false false false false false false false false false false false false MURRAY KANETSKY 602 APALACHICOLA RD VENICE FL 34285 CO-TRUSTEE 1.00 11524 CALDWELL TRUST CO 1400 CENTER ROAD VENICE FL 34293 CO-TRUSTEE 2.00 11523 NONE NONE 750529 69833 0 820362 0 820362 12305 808057 40403 40403 2472 2472 37931 37931 37931 0 37931 30506 0 30506 37931 X 3 5591 3 8703 163515 14294 163515 177809 false false false false false false false false false false TAX PREPARATION 1300 0 0 0 VANGUARD BD INDEX FD TOTAL BD MKT 12368 10787 CATERPILLAR 1743 30835 CHEVRON CORP 15527 26071 JOHNSON & JOHNSON 5238 26032 MCDONALDS RESTAURANT 3583 43484 MICROSOFTCORP 4118 65333 NEXTERA ENERGY 1044 8961 PROCTOR & GAMBLE 4726 20956 WAL-MART STORES 1932 28460 AMAZON.COM 5818 13163 APPLE 19062 58097 BLACKROCK 15825 25628 NVIDIA CORP 3513 53313 VISA INC 9561 15802 ZOETIS INC 18668 21507 ECOLAB 12495 14059 INTERCONT EXCHANGE 13980 18626 ISHARES CORE S&P SM CAP ETF 24145 25925 JP MORGAN CHASE 15098 23971 VANGUARD MID-CAP ETF 24193 29054 ALPHABET C 19970 24376 ELECTRONIC ARTS 20327 23408 LILLY ELI & CO 19770 20844 QUANTA SERVICES 14994 19279 PALO ALTO NETWORKS 31204 34573 DISCOVER CD 4.5% 2028 FMV 30000 30545 grant payable for 2023 30506 ACCOUNT FEED 100