CHENEVERT FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: CHENEVERT FAMILY FOUNDATION INC (EIN 27-0886303)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-02-21
IRS object ID: 202310529349100956
Schema version: 2022v4.1
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-02-21T15:49:39-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	061071692	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HARPER & WHITFIELD PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	314 FARMINGTON AVENUE	AddressLine1Txt
City	FARMINGTON	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06032	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	270886303	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHENEVERT FAMILY FOUNDATIONINC	BusinessNameLine1Txt
Business Name Line2	C/O LOUIS R CHENEVERT	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CHEN	BusinessNameControlTxt
Phone	8607296500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 BEACH DRIVE NE UNIT 2405	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33701	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LOUIS R CHENEVERT	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8607296500	PhoneNum
Signature	2023-02-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LOUIS	PersonFirstNm
Person Last	CHENEVERT	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BETH A THURZ	PreparerPersonNm
PTIN	P00346435	PTIN
Phone	8606779188	PhoneNum
Preparation	2023-02-06	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$10,182,856	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	$997,350	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$148,906	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$148,906	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$276,422	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,660,325	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$276,422	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,422,678	TotalRevAndExpnssAmt
Total Net Invst Incm	$425,328	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$27,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$27,000	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$954	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$716	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$238	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,350	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,512	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$838	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$31	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$16,571	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$16,571	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$47,906	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$19,799	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$28,076	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$375,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$375,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$422,906	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$19,799	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$403,076	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$999,772	ExcessRevenueOverExpensesAmt
Net Investment Income	$405,529	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,272,697	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$693,901	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$693,901	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$886,761	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$531,192	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$494,447	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$3,715,482	CorporateStockBOYAmt
Corporate Stock EOY	$5,383,978	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,857,935	CorporateStockEOYFMVAmt
Other Investments BOY	$1,620,478	OtherInvestmentsBOYAmt
Other Investments EOY	$1,172,870	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,136,573	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$7,495,418	TotalAssetsBOYAmt
Total Assets EOY	$7,781,941	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,182,856	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$7,495,418	RetainedEarningBOYAmt
Retained Earning EOY	$7,781,941	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,495,418	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,781,941	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,495,418	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,781,941	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,495,418	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$999,772	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$8,495,190	SubtotalAmt
Other Decreases	$713,249	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$7,781,941	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
Gross Sales Price	$1,660,325	GrossSalesPriceAmt
Cost Or Other Basis	$1,383,903	CostOrOtherBasisAmt
Gain Or Loss	$276,422	GainOrLossAmt
Gains Minus Excess Or Losses	$276,422	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$276,422	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,637	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,637	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,637	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$12,792	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$12,792	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$7,155	OverpaymentAmt
Applied To ES Tax	$7,155	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CT	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	DEBRA L CHENEVERT	IndividualWithBooksNm
Phone	8607296500	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 BEACH DRIVE NE UNIT 2405	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33701	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	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	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
LOUIS R CHENEVERT
400 BEACH DRIVE NE UNIT 2405	ST PETERSBURG	FL	33701	CHAIRMAN AND PRESIDENT	1.00	$0	$0	$0
DEBRA L CHENEVERT
400 BEACH DRIVE NE UNIT 2405	ST PETERSBURG	FL	33701	SECRETARY AND TREASURER	1.00	$0	$0	$0
LISA CHENEVERT KRAUSE
33 PORTAGE CROSSING	FARMINGTON	CT	06032	DIRECTOR	1.00	$13,500	$0	$0
SOPHIE CHENEVERT SCHILKE
3 BEAVER POND LANE	SOUTH SALEM	NY	10590	DIRECTOR	1.00	$13,500	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$8,940,097	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$799,651	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$9,739,748	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$9,739,748	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$146,096	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,593,652	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$479,683	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$479,683	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,637	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,637	TotalTaxAmt
Distributable Before Adj	$474,046	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$474,046	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$474,046	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$403,076	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$403,076	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$474,046	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$59,010	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$121,394	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$38,877	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$219,281	TotalExcessDistributionCyovAmt
Qualifying Distributions	$403,076	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$403,076	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$70,970	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$70,970	ExcessDistributionCyovAppCYAmt
Total Corpus	$148,311	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$148,311	ExcessDistriCyovToNextYrAmt
Excess From Year3	$109,434	ExcessFromYear3Amt
Excess From Year2	$38,877	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	LOUIS R CHENEVERT	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	LOUIS R CHENEVERT	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 BEACH DRIVE NE UNIT 2405	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33701	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8607296500	RecipientPhoneNum
Form And Info And Materials	NO SPECIAL FORM REQUIRED; LETTER TO FOUNDATION MANAGER WILL SUFFICE.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE.	SubmissionDeadlinesTxt
Restrictions On Awards	THE PRIMARY ACTIVITIES OF THE FOUNDATION SHALL BE THE MAKING OF GRANTS TO DOMESTIC ORGANIZATIONS WHICH QUALIFY AS CHARITABLE, EDUCATIONAL, AND/OR RELIGIOUS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND WHICH SHALL BE TAX-EXEMPT UNDER SECTION 501(A), AND CONTRIBUTIONS TO WHICH SHALL BE TAX-DEDUCTIBLE UNDER SECTION 170(C)(2).	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FL 17	CHICAGO	IL	60601	NONE	PC	TO PROVIDE FUNDING FOR RESEARCH AND ASSITANCE TO THOSE AFFECTED BY ALZHEIMER'S DISEASE	$5,000
AMERICAN CANCER SOCIETY
PO BOX 22478	OKLAHOMA	OK	73123	NONE	PC	TO PROVIDE FUNDING FOR RESEARCH AND ASSITANCE TO THOSE AFFECTED BY CANCER	$1,000
AMERICAN DIABETES ASSOCIATION
PO BOX 7023	MERRIFIELD	VA	22116	NONE	PC	TO PROVIDE FUNDING FOR RESEARCH AND ASSITANCE TO THOSE AFFECTED BY DIABETES.	$5,000
AMERICAN RED CROSS
PO BOX 37839	BOONE	IA	500370839	NONE	PC	TO PROVIDE FUNDS FOR EMERGENCY ASSISTANCE TO THOSE IN NEED	$7,500
ASPCA
424 E 92ND STREET	NEW YORK	NY	101286804	NONE	PC	TO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES.	$1,500
COMPASS YOUTH COLLABORATIVE
55 AIRPORT ROAD 201	HARTFORD	CT	06114	NONE	PC	TO FUND SUPPORT SERVICES PROVIDED TO HIGH-RISK YOUTH IN THEIR COMMUNITIES	$5,000
CONGRESSIONAL MEDAL OF HONOR FOUNDATION
1501 LEE HIGHWAY SUITE 300	ARLINGTON	VA	22209	NONE	PC	FUNDING FOR SCHOLARSHIPS TO SUPPORT OUTREACH OF MEDAL RECIPIENTS	$10,000
FRIENDS OF HEC
27 W 20TH ST STE 800	NEW YORK	NY	10011	NONE	PC	TO FUND THE SUPPORTING OF INTEREST OF SCHOOLS, EDUCATIONAL PROGRAMS AND INSTITUTIONS.	$30,000
JOHNS HOPKINS UNIVERSITY
3910 KESWICK RD NO N4327B	BALTIMORE	MD	21211	NONE	PC	TO EDUCATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH AND TO SHARE BENEFITS DISCOVERED	$100,000
NEIGHBORLY CARE NETWORK
13945 EVERGREEN AVE 4TH FL	CLEARWATER	FL	33762	NONE	PC	TO SUPPORT PROVIDING QUALITY HOME AND COMMUNITY-BASED SERVICES	$1,000
PETSMART CHARITIES
19601 N 27TH AVE	PHOENIX	AZ	85027	NONE	PC	FUNDING TO SUPPORT PETS	$1,000
ST MARY LADY OF GRACE
515 4TH ST S	ST PETERSBURG	FL	33701	NONE	PC	SUPPORT FOR RELIGIOUS ORGANIZATION	$500
ST PETERSBURG FREE CLINIC
863 3RD AVE N	ST PETERSBURG	FL	33701	NONE	PC	TO FUND THE PROVIDING OF HEALTHCARE, NUTRITIOUS FOOD, RECOVERY HOUSING, AND EDUCATION FOR OUR NEIGHBORS IN NEED	$3,000
THE KIND MOUSE
1801 16TH ST N	ST PETERSBURG	FL	33704	NONE	PC	TO FUND THE ASSISTANCE OF FAMILIES IN TRANSITION AND THEIR CHRONICALLY HUNGRY CHILDREN	$500
YALE NEW HAVEN HOSPITAL
35 PARK STREET	NEW HAVEN	CT	06511	NONE	PC	BRAIN CANCER RESEARCH PROJECT	$200,000
FOODSHARE
450 WOODLAND AVE	BLOOMFIELD	CT	06002		PC	TO SUPPORT THOSE IN NEED	$4,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$375,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$148,906	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$276,422	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$425,328	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$425,328	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	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 Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOUIS R CHENEVERT	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 BEACH DRIVE NE UNIT 2405	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33701	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$997,350	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	10,000 SHARES OF RAYTHEON TECHNOLOGIES STOCK	NoncashPropertyDesc
Fair Market Value	$997,350	FairMarketValueAmt
Received	2022-12-08	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,350	Amt
Net Investment Income	$2,512	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$838	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MERRILL LYNCH #7088 - CORPORATE STOCK	$2,928,903	$5,273,903
MERRILL LYNCH #2442 - CORPORATE STOCK	$2,455,075	$2,584,032

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$531,192	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$494,447	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MERRILL LYNCH #2442 - MUTUAL FUNDS	AT COST	$698,760	$657,694
MERRILL LYNCH #7088 - MUTUAL FUNDS	AT COST	$474,110	$478,879

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$954	LegalFeesAmt
Net Investment Income	$716	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$238	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	STOCK DONATION COST BASIS ADJUSTMENT	Desc
Amt	$713,249	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT FEES	Desc
Revenue And Expenses Per Books	$16,571	RevenueAndExpensesPerBooksAmt
Net Investment Income	$16,571	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	LOUIS R CHENEVERT	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 BEACH DRIVE NE UNIT 2405	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33701	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES	CategoryTxt
Amt	$31	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt