2025-06-23T15:43:19-05:00 2024-09-30 331068007 MARKHAM NORTON MOSTELLER WRIGHT & CO 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 990PF 2023-10-01 300274280 SHADY REST FOUNDATION INC SHAD 2399851210 6200 WHISKEY CREEK DR FORT MYERS FL 33919 ROBERT MURRAY PRESIDENT 2399851210 2025-06-16 1 0 KAREN MOSTELLER P00184438 2394335554 2023 2025-03-06 01:10:19Z X 3034175 X X 38845 38845 56289 56289 144162 2326127 144162 239296 239296 0 0 0 7745 0 7745 14423 14423 0 3658 583 0 2955 0 0 8555 0 0 37336 15006 7745 1955000 1955000 1992336 15006 1962745 -1753040 224290 623494 517225 517225 3787187 2516950 2516950 4410681 3034175 3034175 0 0 X 0 0 0 0 4410681 3034175 4410681 3034175 4410681 3034175 4410681 -1753040 376534 3034175 0 3034175 MERRILL LYNCH - VARIOUS ST SECURITIES 534938 511011 23927 23927 MERRILL LYNCH - VARIOUS LT SECURITIES 1788739 1670954 117785 117785 CAPITAL GAINS DIVIDENDS P 2450 2450 2450 144162 3118 0 3118 0 3118 2800 0 3600 0 6400 58 3224 3224 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A ROBERT MURRAY 2399851210 6200 WHISKEY CREEK DR FORT MYERS FL 33919 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT L MURRAY 6200 WHISKEY CREEK DR FORT MYERS FL 33919 PRESIDENT & CHAIR 2.00 0 0 0 SHEILA CARLSON 6200 WHISKEY CREEK DR FORT MYERS FL 33919 TREASURER 2.00 0 0 0 ARIE J VANDUIJN 6200 WHISKEY CREEK DR FORT MYERS FL 33919 SECRETARY 1.00 0 0 0 JO STECHER 6200 WHISKEY CREEK DR FORT MYERS FL 33919 VICE CHAIR 2.00 0 0 0 NONE 0 NONE 0 0 2676510 564923 0 3241433 0 0 3241433 48621 3192812 159641 159641 3118 3118 156523 0 156523 0 156523 1962745 0 1962745 156523 0 0 175137 2726550 2901687 1962745 0 0 0 156523 1806222 0 0 4707909 0 0 0 0 0 0 0 4707909 175137 2726550 1806222 X FGCU FOUNDATION 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 33965 NONE PC SCHOLARSHIPS 1800000 THE ALVIN A DUBIN CENTER 12685 NEW BRITTANY BLVD FORT MYERS FL 33907 NONE PC CHARITABLE PROGRAMS AND FUNDRAISER SPONSORSHIP 105000 CHARITABLE FOUNDATION OF THE ISLANDS INC 2460 PALM RIDGE RD 1 SANIBEL FL 33957 NONE PC CHARITABLE PROGRAMS 50000 1955000 0 14 38845 14 56289 18 144162 0 239296 0 239296 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7745 0 7745 MERRILL LYNCH INVESTMENTS AT COST 2516950 2516950 BANK CHARGES 150 0 0 INFORMATION TECHNOLOGY 192 0 0 STORAGE 4155 0 0 INSURANCE 3962 0 0 BUSINESS REGISTRATION FEES 96 0 0 UNREALIZED GAIN ON INVESTMENTS 376534 BROKERAGE FEES 14423 14423 0 FOREIGN TAX 583 583 0 TAXES 3075 0 0