SUTTON FAM FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SUTTON FAM FOUNDATION (EIN 65-6238164)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-05
IRS object ID: 202301259349100915
Schema version: 2022v5.0
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
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-05T09:31:25-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	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	2023-05-05	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	2022	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	$2,838,375	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	$1,298	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$187	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$187	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$59,834	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$59,834	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$0	NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$68,040	CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$68,040	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$129,359	TotalRevAndExpnssAmt
Total Net Invst Incm	$128,061	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	$1,298	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss	$12,684	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$12,684	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$13,982	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$12,684	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$183,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$183,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$196,982	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$12,684	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$183,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$67,623	ExcessRevenueOverExpensesAmt
Net Investment Income	$115,377	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$23,130	CashBOYAmt
Cash EOY	$31,329	CashEOYAmt
Cash EOYFMV	$31,329	CashEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
Corporate Stock BOY	$1,308,778	CorporateStockBOYAmt
Corporate Stock EOY	$1,232,956	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,807,046	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	$1,331,908	TotalAssetsBOYAmt
Total Assets EOY	$1,264,285	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,838,375	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	$1,331,908	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,264,285	NoDonorRstrNetAssestsEOYAmt
Retained Earning EOY	$1,264,285	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,331,908	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,264,285	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,331,908	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,264,285	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,331,908	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$67,623	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,264,285	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,264,285	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$68,040	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$1,021	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,604	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,604	SubtotalAmt
Tax Based On Investment Income	$1,604	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$59	EsPenaltyAmt
Tax Due	$1,663	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	$2,854,837	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$98,643	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,953,480	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$2,953,480	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$44,302	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,909,178	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$145,459	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$145,459	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,604	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,604	TotalTaxAmt
Distributable Before Adj	$143,855	DistributableBeforeAdjAmt
Distributable Before Ded	$143,855	DistributableBeforeDedAmt
Distributable As Adjusted	$143,855	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$183,000	ExpensesAndContributionsAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$183,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$143,855	DistributableAsAdjustedAmt
Undistributed Income PY	$13,971	UndistributedIncomePYAmt
Qualifying Distributions	$183,000	QualifyingDistributionsAmt
Applied To Year1	$13,971	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$169,029	AppliedToCurrentYearAmt
Undistributed Income CY	-$25,174	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	2022 DONATION	$2,500
AMERICAN EXTERPRISE INSTITUTE
1789 MASSACHUSETTS AVENUE NW	Washington	DC	20036	2022 DONATION	$1,000
ANGEL FLIGHT WEST
3161 DONALD DOUGLAS LOOP SOUTH	SANTA MONICA	CA	90405	2022 DONATION	$22,500
AUDOBON OF THE WESTERN EVERGLADES
PO BOX 1738	NAPLES	FL	34106	2022 DONATION	$1,000
BETTER TOGETHER
15275 COLLIER BLVD	NAPLES	FL	34119	2022 DONATION	$2,500
CHARLEVOIX COUNTY COMMUNITY FOUNDATION
301 WATER STREET BOX 718	EAST JORDAN	MI	49727	2022 DONATION	$2,000
CHILDRENS ADVOCACY CENTER
1036 SIXTH AVENUE NORTH	NAPLES	FL	34102	2022 DONATION	$2,500
COLLIER COMMUNITY FOUNDATION
1110 PINE RIDGE ROAD Ste 200	NAPLES	FL	34108	2022 DONATION	$2,500
CONSTITUTING AMERICA
PO Box 1988	COLLEYVILLE	TX	76034	2022 DONATION	$2,500
FFED THY NEIGHBOR
7070 IMMOKALEE ROAD	NAPLES	FL	34119	2022 DONATION	$2,500
FOOD FOR THE POOR
6401 LYONS ROAD	COCONUT CREEK	FL	33073	2022 DONATION	$2,500
FOUNDATION FOR GOVERNMENT ACCOUNTABILITY
15275 COLLIER BLVD Ste 201-279	NAPLES	FL	34119	2022 DONATION	$10,000
GUADALUPE CENTER
509 HOPE CIRCLE	IMMOKALEE	FL	34142	2022 DONATION	$2,500
HARRY CHAPIN FOOD BANK
3760 FOWLER STREET	FORT MYERS	FL	33901	2022 DONATION	$2,500
HIGHER GROUND AT LAKE LOUISE
10750 STAFFORD ROAD	BOYNE FALLS	MI	49713	2022 DONATION	$1,000
HILLSDALE COLLEGE
33 EAST COLLEGE STREET	HILLSDALE	MI	49242	2022 DONATION	$3,000
HUMANE SOCIETY OF NAPLES
370 AIRPORT ROAD NORTH	NAPLES	FL	34104	2022 DONATION	$22,500
IMAGINE CHILDRENS HEALTH CENTER
5500 BRYSON DRIVE Ste 301	NAPLES	FL	34109	2022 DONATION	$2,500
INTERCOLLEGIATE STUDIES INSTITUTE
3901 CENTERVILLE ROAD	WILMINGTON	DE	19807	2022 DONATION	$3,000
JUDICIAL WATCH
425 THIRD STREET SW Ste 800	WASHINGTON	DC	20024	2022 DONATION	$3,000
LEADERSHIP INSTITUTE
1101 NORTH HIGHLAND STREET	ARLINGTON	VA	22201	2022 DONATION	$3,000
MACKINAC CENTER FOR PUBLIC POLICY
140 WEST MAIN STREET BOX 568	MIDLAND	MI	48640	2022 DONATION	$3,000
MANHATTAN IJNSTITUTE FOR POLICY RESEARCH
52 VANDERBILT AVENUE	NEW YORK	NY	10017	2022 DONATION	$3,000
MEALS OF HOPE
2221 CORPORATION BLVD	NAPLES	FL	34109	2022 DONATION	$2,500
MEALS ON WHEELS
PO Box 2143	FORT MYERS	FL	33902	2022 DONATION	$2,500
NAPLES CHILDREN & EDUCATION FOUNDATION
2590 GOODLETTE-FRANK ROAD NORTH	NAPLES	FL	34103	2022 DONATION	$2,500
NATIONAL ALLIANCE ON MENTAL ILLNESS
6216 TRAIL BLVD BLDG C	NAPLES	FL	34108	2022 DONATION	$2,500
NETWORK OF ENLIGHTENED WOMEN
1360 EAST CAPITOL STREET NE	WASHINGTON	DC	20003	2022 DONATION	$3,000
NEW HORIZONS OF SOUTHWEST FLORIDA
25300 BERNWOOD DRIVE Ste 1	BONITA SPRINGS	FL	34135	2022 DONATION	$2,500
OUR DAILY BREAD FOOD PANTRY
PO Box 109	MARCO ISLAND	FL	34146	2022 DONATION	$2,500
SOUTHWEST FLORIDA MUSIC EDUCATION CENTER
3200 BAILEY LANE	NAPLES	FL	34105	2022 DONATION	$30,000
ST MATTHEWS HOUSE
2001 AIRPORT ROAD SOUTH	NAPLES	FL	34112	2022 DONATION	$2,500
ST VINCENT DE PAUL SOCIETY
4451 MERCANTILE AVENUE	NAPLES	FL	34104	2022 DONATION	$2,500
STATE POLICY NETWORK
1655 NORTH FORT MYERS DRIVE Ste 360	ARLINGTON	VA	22209	2022 DONATION	$3,000
STUDENTS FOR LIBERTY
1750 TYSONS BLVD Ste 1500	MC LEAN	VA	22102	2022 DONATION	$6,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NE	WASHINGTON	DC	20002	2022 DONATION	$3,000
THE JAMES MADISON INSTITUTE
100 NORTH DUVAL STREET	TALLAHASSEE	FL	32301	2022 DONATION	$10,000
VALERIE'S HOUSE
PO Box 1955	FORT MYERS	FL	33902	2022 DONATION	$2,500
YOUTH HAVEN
5867 WHITAKER ROAD	NAPLES	FL	34112	2022 DONATION	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$183,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$187	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$59,834	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$60,021	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$60,021	TotalIncomeProducingActyAmt

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	$1,298	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STOCKS MUTUAL FUNDS ETFS	StockNm
EOY Book Value	$1,232,956	EOYBookValueAmt
EOYFMV	$2,807,046	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	$12,684	RevenueAndExpensesPerBooksAmt
Net Investment Income	$12,684	NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	CAPITAL GAIN NET INCOME	Desc
Revenue And Expenses Per Books	$68,040	RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAX ON 2021 990PF	CategoryTxt
Amt	$1,298	Amt