SUTTON FAM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUTTON FAM FOUNDATION (EIN 65-6238164)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-03
- IRS object ID
- 202431249349101933
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T15:19:16-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656238164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kermit S Sutton | InCareOfNm |
| Business Name Control | SUTT | BusinessNameControlTxt |
| Phone | 2392638333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 TENTH STREET SOUTH | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERMIT S SUTTON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2392638333 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KERMIT | PersonFirstNm |
| Person Last | SUTTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,083,591 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,663 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,230 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,230 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $221,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,167 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $145,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,958 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,663 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20,990 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,990 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,990 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,990 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,968 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,329 | CashBOYAmt |
| Cash EOY | $86,746 | CashEOYAmt |
| Cash EOYFMV | $86,746 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $1,232,956 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,180,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,996,845 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,264,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,267,453 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,083,591 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,264,285 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,267,453 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,264,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,267,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,264,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,267,453 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,264,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,168 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,267,453 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,267,453 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,167 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,709 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,709 | SubtotalAmt |
| Tax Based On Investment Income | $1,709 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $93 | EsPenaltyAmt |
| Tax Due | $1,802 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERMIT S SUTTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2392638333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 TENTH STREET SOUTH | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KERMIT S SUTTON | ||||||
| 715 TENTH STREET SOUTH | Naples | FL | 34102 | TRUSTEEMINIMAL | 0.000 | $0 |
| JENNY W SUTTON | ||||||
| 715 TENTH STREET SOUTH | Naples | FL | 34102 | TRUSTEEMINIMAL | 0.000 | $0 |
| WILLIAM M SUTTON | ||||||
| 715 TENTH STREET SOUTH | NAPLES | FL | 34102 | TRUSTEEMINIMAL | 0.000 | $0 |
| SARA E SUTTON | ||||||
| 715 TENTH STREET SOUTH | NAPLES | FL | 34102 | TRUSTEEMINIMAL | 0.000 | $0 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,823,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,987,376 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,987,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,942,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,128 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,709 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,709 | TotalTaxAmt |
| Distributable Before Adj | $145,419 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $145,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $145,419 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,800 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $119,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,419 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $25,174 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,174 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,800 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,800 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $25,174 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,174 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $445 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JENNY W SUTTON | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KERMIT S OR JENNY W SUTTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 TENTH STREET SOUTH | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2392638333 | RecipientPhoneNum |
| Form And Info And Materials | NA | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NA | SubmissionDeadlinesTxt |
| Restrictions On Awards | NA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | |||||
| 1730 M STREET NW Ste 600 | Washington | DC | 20036 | 2023 DONATION | $3,500 |
| AMERICAN ENTERPRISE INSTITUTE | |||||
| 17898 MASSACHUSETTS AVENUE NW | Washington | DC | 20036 | 2023 DONATION | $1,000 |
| AUDUBON OF THE WESTERN EVERGLADES | |||||
| PO BOX 1738 | Naples | FL | 34106 | 2023 DONATION | $1,000 |
| BETTER TOGETHER | |||||
| 15275 COLLIER BLVD Ste 201-284 | Naples | FL | 34119 | 2023 DONATION | $1,600 |
| BROWNSTONE INSTITUTE | |||||
| 2028 EAST BEN WHITE BLVD Ste 240-30 | Austin | TX | 78741 | 2023 DONATION | $2,500 |
| CHARLEVOIX COUNTY COMMUNITY FOUNDATION | |||||
| 301 WATER STREET Ste 718 | East Jordan | MI | 49727 | 2023 DONATION | $1,000 |
| CHILDREN'S ADVOCACY CENTER | |||||
| 5405 PARK CENTRAL COURT | NAPLES | FL | 34109 | 2023 DONATION | $1,600 |
| COLLIER COMMUNITY FOUNDATION | |||||
| 1110 PINE RIDGE ROAD Ste 200 | Naples | FL | 34108 | 2023 DONATION | $1,600 |
| CONSTITUTING AMERICA | |||||
| PO BOX 1988 | Colleyville | TX | 76034 | 2023 DONATION | $2,000 |
| DISSIDENT PROJECT | |||||
| 1701 RHODE ISLAND AVENUE NW | Washington | DC | 20036 | 2023 DONATION | $1,000 |
| FEED THY NEIGHBOR | |||||
| 575 21ST STREET NW | Naples | FL | 34120 | 2023 DONATION | $1,600 |
| FOOD FOR THE POOR | |||||
| 6401 LYONS ROAD | Pompano Beach | FL | 33073 | 2023 DONATION | $1,600 |
| FOUNDATION FOR GOVERNMENTAL ACCOUNTABILITY | |||||
| 15275 COLLIER BLVD Ste 201-279 | Naples | FL | 34119 | 2023 DONATION | $10,000 |
| GUADALUPE CENTER | |||||
| 509 HOPE CIRCLE | Immokalee | FL | 34142 | 2023 DONATION | $1,600 |
| HARRY CHAPIN FOOD BANK | |||||
| 3760 FOWLER STREET | Fort Myers | FL | 33901 | 2023 DONATION | $1,600 |
| HIGHER GROUND AT LAKE LOUISE | |||||
| 10750 STAFFORD ROAD | Boyne Falls | MI | 49713 | 2023 DONATION | $1,000 |
| IMAGINE CHILDREN'S HEALTH CENTER | |||||
| 5500 BRYSON DRIVE Ste 301 | Naples | FL | 34109 | 2023 DONATION | $1,600 |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||
| 3901 CENTERVILLE ROAD | Wilmington | DE | 19807 | 2023 DONATION | $3,000 |
| JUDICIAL WATCH | |||||
| 425 THRID STREET SW Ste 800 | Washington | DC | 20024 | 2023 DONATION | $3,000 |
| MACKINAC CENTER FOR PUBLIC POLICY | |||||
| 140 WEST MAIN STREET Ste 568 | Midland | MI | 48640 | 2023 DONATION | $3,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||
| 52 VANDERBILY AVENUE | New York | NY | 10017 | 2023 DONATION | $3,000 |
| MEALS OF HOPE | |||||
| 2221 CORPORATION BLVD | Naples | FL | 34109 | 2023 DONATION | $1,600 |
| MEALS ON WHEELS | |||||
| PO Box 2143 | Fort Myers | FL | 33902 | 2023 DONATION | $1,600 |
| NAPLES CHILDREN & EDUCATION FOUNDATION | |||||
| 2590 GOODLETTE-FRANK ROAD NORTH | Naples | FL | 34103 | 2023 DONATION | $1,600 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||
| 5025 CASTELLO DRIVE Ste 101 | Naples | FL | 34103 | 2023 DONATION | $1,600 |
| NETWORK OF ENLIGHTENED WOMEN | |||||
| 1360 EAST CAPITOL STREET NE | WASHINGTON | DC | 20003 | 2023 DONATION | $2,000 |
| NEW HORIZONS OF SOUTHWEST FLORIDA | |||||
| PO Box 111833 | Naples | FL | 34108 | 2023 DONATION | $1,600 |
| OUR DAILY BREAD FOOD PANTRY | |||||
| PO Box 109 | Marco Island | FL | 34146 | 2023 DONATION | $1,600 |
| SAINT MATTHEWS HOUSE | |||||
| 2001 AIRPORT ROAD SOUTH | Naples | FL | 34112 | 2023 DONATION | $1,600 |
| SAINT VINCENT DE PAUL SOCIETY | |||||
| 4451 MERCHANTILE AVENUE | Naples | FL | 34104 | 2023 DONATION | $1,600 |
| STATE POLICY NETWORK | |||||
| 1655 NORTH FORT MYERS DRIVE Ste 360 | Arlington | VA | 22209 | 2023 DONATION | $3,000 |
| STUDENTS FOR LIBERTY | |||||
| 1750 TYSONS BLVD Ste 1500 | Mc Lean | VA | 22102 | 2023 DONATION | $3,000 |
| THE HERITAGE FOUNDATION | |||||
| 214 MASSACHUSETTS AVENUE NE | Washington | DC | 20002 | 2023 DONATION | $2,000 |
| THE JAMES MADISON INSTITUTE | |||||
| 100 NORTH DUVAL STREET | Tallahassee | FL | 32301 | 2023 DONATION | $10,000 |
| THE LEADERSHIP INSTITUTE | |||||
| 1101 NORTH HIGHLAND STREET | Arlington | VA | 22201 | 2023 DONATION | $4,000 |
| THE SHELTER FOR ABUSED WOMEN AND CHILDREN | |||||
| PO Box 10102 | Naples | FL | 34101 | 2023 DONATION | $30,000 |
| TURNING POINT USA | |||||
| 4940 EAST BEVERLY ROAD | Phoenix | AZ | 85044 | 2023 DONATION | $2,000 |
| VALERIE'S HOUSE | |||||
| PO BOX 1955 | Fort Myers | FL | 33902 | 2023 DONATION | $1,600 |
| YOUTH HAVEN | |||||
| 5867 WHITAKER ROAD | Naples | FL | 34112 | 2023 DONATION | $1,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,230 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,791 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,791 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KERMIT S SUTTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 TENTH STREET SOUTH | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,663 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 06272023 | ||||||
| APPLE INC | 2014-01 | 63 SHARES | 2023-06 | $11,794 | $1,126 | $10,668 |
| 01052023 | ||||||
| BORG WARNER INC | 2017-02 | 1200 SHARES | 2023-01 | $50,927 | $49,062 | $1,865 |
| 01052023 | ||||||
| ISHARES TIPS BOND ETF | 2019-03 | 100 SHARES | 2023-01 | $10,685 | $11,069 | -$384 |
| 06272023 | ||||||
| KLA CORP | 2017-11 | 5 SHARES | 2023-06 | $2,346 | $529 | $1,817 |
| 01052023 | ||||||
| OWENS CORNING FIBERGLS | 2017-08 | 850 SHARES | 2023-01 | $74,756 | $59,363 | $15,393 |
| 01052023 | ||||||
| TJX COMAPNIES | 2014-02 | 200 SHARES | 2023-01 | $16,160 | $6,036 | $10,124 |
| 01052023 | ||||||
| TJX COMPANIES | 2017-08 | 150 SHARES | 2023-01 | $12,120 | $5,281 | $6,839 |
| 01052023 | ||||||
| CARRIER GLOBAL CORP | 2003-01 | 400 SHARES | 2023-01 | $16,604 | $2,711 | $13,893 |
| 01052023 | ||||||
| OTIS WORLDWIDE | 2003-01 | 325 SHARES | 2023-01 | $26,114 | $6,162 | $19,952 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS MUTUAL FUNDS ETFS | StockNm |
| EOY Book Value | $1,180,707 | EOYBookValueAmt |
| EOYFMV | $2,996,845 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $20,990 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,990 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON 2022 990PF | CategoryTxt |
| Amt | $1,663 | Amt |