2025-06-12T11:59:45-05:00 2024-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2024-01-01 461562521 DONA & SAM SCOTT FOUNDATION DONA 3125041450 605 S GULFSTREAM AVE 17 SARASOTA FL 34236 DONA SCOTT PRESIDENT 3125041450 2025-06-11 1 1 REBECCA U STONER P00585910 9413654617 2024 2025-03-06 01:10:19Z X 8233032 X 296047 203403 203403 329655 682562 329655 829105 533058 0 0 0 3950 0 3950 5756 4661 0 40596 35650 4946 50302 40311 8896 389850 389850 440152 40311 398746 388953 492747 262587 321841 321841 7399603 7911191 7911191 7662190 8233032 8233032 0 0 X 7662190 8233032 7662190 8233032 7662190 8233032 7662190 388953 181889 8233032 0 8233032 PUBLICLY TRADED SECURITIES P 200000 200000 0 0 PUBLICLY TRADED SECURITIES P 382590 152907 229683 229683 CAPITAL GAINS DIVIDENDS P 99972 99972 99972 329655 6849 0 6849 0 6849 3520 0 5500 0 9020 2 2169 2169 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A DONA SCOTT 3125041450 605 S GULFSTREAM AVE SARASOTA FL 34236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONA SCOTT 605 S GULFSTREAM AVE SARASOTA FL FL 34236 PRESIDENT/SECRETARY 1.00 0 0 0 SAM SCOTT 605 S GULFSTREAM AVE SARASOTA FL FL 34236 TREASURER 1.00 0 0 0 KYLE WILLIAMS 605 S GULFSTREAM AVE SARASOTA FL FL 34236 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 7829133 253582 0 8082715 0 0 8082715 121241 7961474 398074 398074 6849 6849 391225 0 391225 0 391225 398746 0 398746 391225 0 0 65506 68760 9401 41821 185488 398746 0 0 0 391225 7521 0 0 193009 0 0 0 0 0 0 0 193009 65506 68760 9401 41821 7521 DONA SCOTT 605 S GULFSTREAM AVE SARASOTA FL 34236 3125041450 NONE NONE NONE AFTER SCHOOL MATTERS 66 EAST RANDOLPH ST CHICAGO IL 60601 NONE PC GENERAL 10000 AMERICAN BUSINESS IMMIGRATION COALITION (ABIC) 1805 SOUTH ASHLAND AVE CHICAGO IL 60608 NONE PC GENERAL 15000 ASSOC FOR THE STUDY OF AFRICAN-AMERICAN LIFE AND HISTORY (ASALH) 301 RHODE ISLAND AVENUE NW WASHINGTON DC 20001 NONE PC GENERAL 500 BLACK ENSEMBLE THEATER 4450 N CLARK ST CHICAGO IL 60640 NONE PC GENERAL 10000 CHICAGO COUNCIL ON GLOBAL AFFAIRS 130 E RANDOLPH ST SUITE 1650 CHICAGO IL 60601 NONE PC GENERAL 60000 EDUCATION FOUNDATION OF SARASOTA COUNTY 1960 LANDINGS BLVD SARASOTA FL 34231 NONE PC GENERAL 5000 GIRLS INC OF CHICAGO 2212 S MICHIGAN AVE CHICAGO IL 60619 NONE PC GENERAL 2000 RINGLING COLLEGE OF ART & DESIGN 2700 NORTH TAMIAMI TRAIL SARASOTA FL 34234 NONE PC GENERAL 36500 SARASOTA ART MUSEUM 1001 SOUTH TAMIAMI TRAIL SARASOTA FL 34236 NONE PC GENERAL 10000 SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1515 S OSPREY AVE 4 SARASOTA FL 34239 NONE PC GENERAL 23350 SARASOTA PERFORMING ARTS FOUNDATION 201 COCOANUT AVE SARASOTA FL 34236 NONE PC GENERAL 10000 THE HERMITAGE ARTIST RETREAT 6630 MANASOTA KEY ROAD ENGLEWOOD FL 34223 NONE PC GENERAL 2500 WESTCOAST BLACK THEATER TROUPE 1012 N ORANGE AVE SARASOTA FL 34236 NONE PC GENERAL 205000 389850 0 14 203403 18 329655 0 533058 0 533058 0 0 0 0 0 0 0 0 0 0 X X 1 DONA AND SAM SCOTT 605 S GULFSTREAM AVE SARASOTA FL 34236 296047 X ACCOUNTING EXPENSE 3950 0 3950 AM CENT INV AVA US SM CP VAL ETF FMV 316406 316406 AM CENT INV AVA INTL SM CP VAL ETF FMV 114151 114151 AM CENT INV AVA US SM CP EQ ETF FMV 200609 200609 AMERICAN SMALL-CAP WORLD FUND CL F3 FMV 214629 214629 ISHARES TR MSCI USA VLUE FAC ETF FMV 435056 435056 AMERICAN FUNDS AMCAP F3 FMV 319679 319679 AMERICAN FUNDS EUROPACIFIC GROWTH FMV 186808 186808 AMERICAN FUNDS WA MUT INV CL F3 FMV 446273 446273 DFA INTL REAL EST SEC PT INS CL FMV 154144 154144 DODGE & COX FD INTL STOCK FUND CL I FMV 185464 185464 DODGE & COX FD INCOME FUND CL I FMV 344409 344409 PIMCO INV LOW DURATION INS CL FMV 73763 73763 PIMCO INV TOTAL RET INS CL FMV 343305 343305 PIMCO INV INTL BOND FUND INS CL FMV 197958 197958 T ROWE PRICE EXCHANGE-TRADED FDS INC GROWTH ETF FMV 431529 431529 T ROWE PRICE FD INTL BOND FD CL I FMV 167960 167960 T ROWE PRICE FUNDS INTL EQUITY CL I FMV 201409 201409 T ROWE PRICE FUNDS NEW ERA CL 1 FMV 116215 116215 VANGUARD ENERGY INDEX ADM SHS FMV 252654 252654 VANGUARD REAL ESTATE INDEX ADM SHS FMV 421809 421809 VANGUARD INTL GROWTH ADM SHS FMV 173139 173139 VANGUARD SM CAP VAL IND ADM SHS FMV 659222 659222 VANGUARD SM CAP GR IND ADM SHS FMV 87894 87894 VANGUARD INTL VALUE INVESTOR SHS FMV 162456 162456 VANGUARD INFLATION PROTECTED SEC FMV 262895 262895 VANGUARD MATERIALS IND ADM SHS FMV 139807 139807 VANGUARD GROWTH INDEX ADM SHS FMV 387711 387711 VANGUARD VALUE INDEX ADMIRAL SHARES FMV 471609 471609 VANGUARD INLT EQ IND FTSE AW ES US FMV 200493 200493 VANGUARD CASH RES MONEY MKT FUND ADM SHS FMV 241735 241735 INVESTMENT FEES 35650 35650 0 MISCELLANEOUS EXPENSE 4946 0 4946 UNREALIZED GAIN ON INVESTMENTS 181889 FOREIGN TAX EXPENSE 4661 4661 0 EXCISE TAX 1095 0 0