2025-03-20T13:46:37-05:00 2024-12-31 854352547 JOHNSON MESSAL BRISTOW PLLC 1001 3RD AVE W STE 750 BRADENTON FL 34205 990PF 2024-01-01 650812002 DODT FAMILY FOUNDATION INC DODT 9417920584 2395 LANDINGS CIR BRADENTON FL 34209 ELIZABETH B DODT PRESIDENT 9417920584 2025-03-20 1 1 LISA R JOHNSON P00277830 9418772022 2025-03-20 2024 2025-03-06 01:10:19Z X 824415 X X 20547 20547 3985 3145 3985 24532 24532 30000 22500 7500 3000 0 3000 7940 7940 0 1713 0 1713 42653 30440 12213 18500 18500 61153 30440 30713 -36621 0 2525 4313 4313 59063 44814 44814 24160 0 0 86668 86668 95921 535121 535121 679367 10934 10934 707537 670916 824415 0 0 X 707537 670916 0 0 0 0 707537 670916 707537 670916 707537 -36621 0 670916 0 670916 GAIN ON SALE OF PUBLICALY TRADED STOCK 0 840 840 CAPITAL GAINS DIVIDENDS P 3145 3145 3145 3985 0 0 0 0 0 104 0 0 0 104 0 104 104 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A ELIZABETH B DODT 9417920584 2395 LANDINGS CIR BRADENTON FL 34209 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH B DODT 2395 LANDINGS CIRCLE BRADENTON FL 34209 PRESIDENT 1.00 0 0 0 THERESA ANDREW 1226 BRYN MAWR STREET ORLANDO FL 32804 TRUSTEE 5.00 15000 0 0 JENNIFER MOTLEY 1068 DEAN DRIVE ATLANTA GA 30318 TRUSTEE 5.00 15000 0 0 NONE 0 NONE 0 0 758282 31774 0 790056 0 0 790056 11851 778205 38910 38910 0 38910 0 38910 0 38910 30713 0 30713 38910 0 0 9672 15211 8123 6761 39767 30713 0 0 0 30713 0 8197 8197 31570 0 0 0 0 0 0 1475 30095 15211 8123 6761 ELIZABETH B DODT X CATHOLIC FAITH APPEAL 1000 PINEBROOK RD VENICE FL 34285 N/A PC DONATION TO GENERAL OPERATIONS 450 JOY FM 649 PARKLAND DR SARASOTA FL 34243 N/A PC DONATION TO GENERAL OPERATIONS 1150 MANASOTA SOLVE INC 1509 8TH AVE DR WEST BRADENTON FL 34205 N/A PC DONATION TO GENERAL OPERATIONS 3400 MANATEE PLAYERS 102 OLD MAIN STREET BRADENTON FL 34205 N/A PC DONATION TO GENERAL OPERATIONS 1000 NORTHSIDE UNITED METHODIST CHURCH 2799 NORTHSIDE DR NW ATLANTA GA 30305 N/A PC DONATION TO GENERAL OPERATIONS 4000 ST PETER & PAUL CHURCH 2850 75ST ST W BRADENTON FL 34209 N/A PC DONATION TO GENERAL OPERATIONS 4500 TURNING POINTS 701 17TH AVENUE WEST BRADENTON FL 34205 N/A PC DONATION TO GENERAL OPERATIONS 1000 UNIVERSITY OF ALBANY FOUNDATION 1400 WASHINGTON AVENUE ALBANY NY 12222 N/A PC DONATION TO GENERAL OPERATIONS 1000 DAILY LIVING PO BOX 339 NITRO WV 25143 N/A PC DONATION TO GENERAL OPERATIONS 1000 NATIONAL CHRISTIAN FOUNDATION 1150 SANCTUARY PARKWAY ALPHARETTA GA 30009 N/A PC DONATION TO GENERAL OPERATIONS 1000 18500 0 14 20547 18 3985 0 24532 0 24532 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3000 0 3000 ABBVIE INC 14823 17770 DUKE ENERGY CORP 9037 10774 HONEYWELL INTL INC 9499 11295 JOHNSON & JOHNSON 16525 14462 LOCKHEED MARTIN CORP 9062 9718 NEXTERA ENERGY INC 13450 14338 U S BANCORP 7294 9566 VERIZON COMMUNICATN 6978 7998 DODGE & COX INCOME I AT COST 8401 7653 FIDELITY 500 INDEX AT COST 109006 204765 FIDELITY INTERNATIONAL I AT COST 19993 21897 FIRST TRUST MORNINGSTAR AT COST 10460 12078 FT CB VST S P 500 DIV AT COST 10532 10042 INVSC QQQ TRUST SRS 1 AT COST 12656 39355 ISHARES 7-10 YEAR AT COST 22370 20894 ISHARES GOLD ETF AT COST 8015 12922 ISHARES IBONDS TERM AT COST 1291 1306 ISHARES MSCI CANADA ETF AT COST 5522 6730 ISHARES MSCI JAPAN ETF AT COST 20626 24693 JPMORGAN MANAGED INCOME AT COST 16843 16826 PARNASSUS CORE EQUITY INSTITUTIONA AT COST 19652 31967 PIMCO DYNAMIC BOND INSTL AT COST 19250 17674 PIMCO TOTAL RETURN INSTL AT COST 17046 14508 REALTY INCOME CORP REIT AT COST 11262 10682 SCHWAB US TIPS ETF AT COST 17840 16635 SELECT SECTOR HEALTH AT COST 9030 13482 VANECK GOLD MINERS ETF AT COST 10942 9359 VANGUARD DIVIDEND AT COST 32635 39166 VANGUARD FTSE EUROPE AT COST 28769 29958 VANGUARD INTL DIVIDEND AT COST 7499 7999 VANGUARD TOTAL BOND MARK ET INDEX ADM AT COST 115481 108776 LICENSE & PERMITS 61 0 61 ADMINISTRATIVE EXPENSES 1527 0 1527 COMPUTER EXPENSE 125 0 125 INVESTMENT FEES 7940 7940 0