2026-04-16T13:08:49-05:00 2025-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990PF 2025-01-01 461562521 DONA & SAM SCOTT FOUNDATION DONA 3125041450 605 S GULFSTREAM AVE 17 SARASOTA FL 34236 DONA SCOTT PRESIDENT 3125041450 2026-03-25 1 BRIAN SIMMONS P00360690 9413654617 2025 2025-03-06 01:10:19Z X 9159377 X 310096 229055 229055 318038 758334 318038 857189 547093 0 0 0 4150 0 4150 10211 0 0 55302 38441 16861 69663 38441 21011 609500 609500 679163 38441 630511 178026 508652 321841 314514 314514 7911191 8844863 8844863 8233032 9159377 9159377 0 0 X 8233032 9159377 8233032 9159377 8233032 9159377 8233032 178026 748319 9159377 0 9159377 PUBLICLY TRADED SECURITIES 6422 6422 0 0 PUBLICLY TRADED SECURITIES 599686 433874 165812 165812 CAPITAL GAINS DIVIDENDS P 152226 152226 152226 318038 7070 0 7070 0 7070 6880 0 0 0 6880 0 190 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 8332095 239035 0 8571130 0 0 8571130 128567 8442563 422128 422128 7070 7070 415058 0 415058 0 415058 630511 0 630511 415058 0 0 65506 68760 9401 41821 7521 193009 630511 0 0 0 415058 215453 0 0 408462 0 0 0 0 0 0 65506 342956 68760 9401 41821 7521 215453 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 ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 NONE PC GENERAL 21000 AMERICAN BUSINESS IMMIGRATION COALITION (ABIC) 1805 SOUTH ASHLAND AVE CHICAGO IL 60608 NONE PC GENERAL 15000 AMERICAN JEWISH COMMITTEE 165 E 56TH STREET NEW YORK NY 10022 NONE PC GENERAL 3000 BLACK ENSEMBLE THEATER 4450 N CLARK ST CHICAGO IL 60640 NONE PC GENERAL 10000 EDUCATION FOUNDATION OF SARASOTA COUNTY 1960 LANDINGS BLVD SARASOTA FL 34231 NONE PC GENERAL 5000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 NONE PC GENERAL 15000 GIRLS INC OF CHICAGO 2212 S MICHIGAN AVE CHICAGO IL 60619 NONE PC GENERAL 2000 MARIE SELBY BOTANICAL GARDENS 1534 MOUND STREET SARASOTA FL 34236 NONE PC GENERAL 10000 NAACP 4805 MT HOPE DRIVE BALTIMORE MD 21215 NONE PC GENERAL 2500 PROJECT PRIDE PO BOX 48635 SARASOTA FL 34230 NONE PC GENERAL 10000 RINGLING COLLEGE OF ART & DESIGN 2700 NORTH TAMIAMI TRAIL SARASOTA FL 34234 NONE PC GENERAL 42500 SARASOTA ART MUSEUM 1001 SOUTH TAMIAMI TRAIL SARASOTA FL 34236 NONE PC GENERAL 7500 SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1515 S OSPREY AVE 4 SARASOTA FL 34239 NONE PC GENERAL 280000 SPARCC SAFE PLACE AND RAPE CRISIS CENTER 2139 MAIN STREET SARASOTA FL 34237 NONE PC GENERAL 16000 WESTCOAST BLACK THEATER TROUPE 1012 N ORANGE AVE SARASOTA FL 34236 NONE PC GENERAL 160000 609500 0 14 229055 18 318038 0 547093 0 547093 0 0 0 0 0 0 0 0 0 0 X X 1 DONA AND SAM SCOTT 605 S GULFSTREAM AVE SARASOTA FL 34236 310096 X ACCOUNTING EXPENSE 4150 0 4150 AMERICAN CENTY ETF TR AVANTIS US SMALL CAP VALUE ETF (AVUV) FMV 334270 334270 AMERICAN CENTY ETF TR AVANTIS INTL SMALL CAP VALUE ETF (AVDV) FMV 164824 164824 AMERICAN CENTY ETF TR AVANTIS US SM CAP EQUITY ETF (AVSC) FMV 216773 216773 AMERICAN SMALL-CAP WORLD FUND CLASS F3 (SFCWX) FMV 233702 233702 ISHARES TR MSCI USA VLUE FAC ETF (VLUE) FMV 563253 563253 AMERICAN AMCAP FUND CLASS F3 (FMACX) FMV 315319 315319 AMERICAN EUROPACIFIC GROWTH FUND CLASS F3 (FEUPX) FMV 210706 210706 AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F3 (FWMIX) FMV 472533 472533 DFA INTERNATIONAL REAL ESTATE SECURITIES PORTFOLIO (DFITX) FMV 179756 179756 DODGE & COX INTERNATIONAL STOCK FUND CLASS I (DODFX) FMV 244709 244709 DODGE & COX INCOME FUND CLASS I (DODIX) FMV 357484 357484 PIMCO LOW DURATION FUND INSTITUTIONAL CLASS (PTLDX) FMV 74640 74640 PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS (PTTRX) FMV 358688 358688 PIMCO INTERNATIONAL BOND FUND (USD-HEDGED) (PFORX) FMV 248394 248394 T ROWE PRICE EXCHANGE-TRADED FDS INC GROWTH ETF (TGRT) FMV 320459 320459 T. ROWE PRICE INTERNATIONAL BOND FUND CLASS I (RPISX) FMV 250102 250102 T. ROWE PRICE INTERNATIONAL VALUE EQUITY FUND CLASS I (TRTIX) FMV 281925 281925 T. ROWE PRICE NEW ERA FUND CLASS I (TRNEX) FMV 152111 152111 VANGUARD ENERGY INDEX FUND ADMIRAL SHARES (VENAX) FMV 368254 368254 VANGUARD REIT INDEX FUND ADMIRAL SHARES (VGSLX) FMV 418737 418737 VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES (VWILX) FMV 194311 194311 VANGUARD SMALL-CAP VALUE INDEX FUND ADMIRAL SHARES (VSIAX) FMV 704501 704501 VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) FMV 94761 94761 VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES (VTRIX) FMV 178239 178239 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS (VAIPX) FMV 354444 354444 VANGUARD MATERIALS INDEX FUND ADMIRAL SHARES (VMIAX) FMV 169083 169083 VANGUARD GROWTH INDEX ADM SHS (VIGAX) FMV 320512 320512 VANGUARD VALUE INDEX FUND ADMIRAL SHARES (WIAX) FMV 532096 532096 VANGUARD INLT EQ IND FTSE AW ES US (VSS) FMV 251020 251020 VANGUARD CASH RES MONEY MKT FUND ADM SHS (VMRXX) FMV 279207 279207 FEDERATED HERMES INSTITUTIONAL PRIME OBLIGATIONS FUND (POIXX) FMV 25 25 VANGUARD TREASURY MONEY MARKET FUND INVESTOR SHARES (VUSXX) FMV 25 25 INVESTMENT FEES 38441 38441 0 MISCELLANEOUS EXPENSE 16861 0 16861 UNREALIZED GAIN ON INVESTMENTS 748319 EXCISE TAX 10211 0 0