FRANK J AND LENORA DUPUIS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRANK J AND LENORA DUPUIS FOUNDATION INC (EIN 45-3568792)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202521199349102212
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T16:48:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453568792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK J AND LENORA DUPUIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 9414455668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1990 MAIN STREET 801 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK DUPUIS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9414455668 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA U STONER | PreparerPersonNm |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,939,656 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $73,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $790,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,285 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,695 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,818 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,818 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,326 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,326 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,839 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,527 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $181,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $181,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,544 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,078 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,787 | CashBOYAmt |
| Cash EOY | $42,166 | CashEOYAmt |
| Cash EOYFMV | $42,166 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,468 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,578,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,586,596 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,435,922 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $393,655 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $266,355 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $406,100 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,024,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,950,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,939,656 | 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 | $2,024,800 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,950,585 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,024,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,950,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,024,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,950,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,024,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,950,585 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,950,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $439,272 | $425,303 | $13,969 | $13,969 |
| PUBLICLY TRADED SECURITIES | P | $350,284 | $280,733 | $69,551 | $69,551 |
| CAPITAL GAINS DIVIDENDS | P | $765 | $765 | $765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,285 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,003 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $743 | 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 | $743 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $57 | EsPenaltyAmt |
| Tax Due | $1,317 | TaxDueAmt |
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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9414455668 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1990 MAIN ST STE 801 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK DUPUIS | ||||||||
| 433 YACHT HARBOR DR | OSPREY | FL | 34229 | DIRECTOR | 1.00 | $24,900 | $0 | $0 |
| THERESA JAMISON | ||||||||
| 433 YACHT HARBOR DR | OSPREY | FL | 34229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANICE PRICE | ||||||||
| 433 YACHT HARBOR DR | OSPREY | FL | 34229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHLEEN BLISS | ||||||||
| 433 YACHT HARBOR DR | OSPREY | FL | 34229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BLAKE NOTTKE | ||||||||
| 433 YACHT HARBOR DR | OSPREY | FL | 34229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBRA DOPKE | ||||||||
| 433 YACHT HARBOR DR | OSPREY | FL | 34229 | DIRECTOR | 1.00 | $0 | $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 | $2,757,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,555 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,839,970 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,839,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,797,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,003 | TotalTaxAmt |
| Distributable Before Adj | $137,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,544 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $214,544 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $127,002 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $1,997 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,544 | QualifyingDistributionsAmt |
| Applied To Year1 | $127,002 | AppliedToYear1Amt |
| Applied To Prior Years | $1,997 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $52,321 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | NONE | PC | GENERAL | $11,500 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW S-800 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL | $15,500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL | $15,500 |
| SEMPER FI & AMERICA'S FUND | |||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | NONE | PC | GENERAL | $16,500 |
| STE ANNE DE DETROIT CATHOLIC CHURCH | |||||||
| 1000 SAINTE ANNE ST | DETROIT | MI | 48216 | NONE | PC | GENERAL | $16,500 |
| THE HUMANE SOCIETY OF SARASOTA COUNTY | |||||||
| 2331 15TH STREET | SARASOTA | FL | 34237 | NONE | PC | GENERAL | $40,000 |
| THE SHRINERS | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PC | GENERAL | $16,500 |
| TIDEWELL FOUNDATION | |||||||
| 3550 S TAMIAMI TR | SARASOTA | FL | 34239 | NONE | PC | ONCOLOGY NURSING EDUCATION | $16,500 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL | $18,500 |
| HOLY SEPULCHRE CHURCH | |||||||
| 25800 W 10 MILE RD | SOUTHFIELD | MI | 48033 | NONE | PC | GENERAL | $13,500 |
| THE AMERICAN CANCER SOCIETY | |||||||
| 270 PEACHTREE ST NW SUITE 1300 | ATLANTA | GA | 30303 | NONE | PC | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $181,500 | 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 | $73,410 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,695 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $3,326 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,326 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | FRANK J AND LENORE DUPUIS FOUNDATION ELECTS TO APPLY 2024 QUALIFYINGDISTRIBUTIONS TO 2022 UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP | $42,316 | $41,687 |
| ALLSTATE CORP | $36,487 | $41,643 |
| ALPHABET | $24,595 | $31,235 |
| AMGEN INC | $18,009 | $20,330 |
| APPLE INC | $46,432 | $400,672 |
| ATHENE HOLDING LTD | $22,706 | $22,542 |
| AXIS CORP | $20,838 | $20,049 |
| BLUE OWL CPA INC | $28,460 | $52,033 |
| BROADCOM LTD | $22,272 | $55,642 |
| CHEVRON CORP | $25,549 | $24,188 |
| COMCAST CORP | $46,735 | $43,647 |
| CONSOLIDATED EDISON | $38,200 | $36,674 |
| CSX CORP | $35,155 | $51,309 |
| DIGITAL RLTY TR INC | $79,626 | $122,712 |
| DR HORTON INC | $41,407 | $60,262 |
| EATON CORP PLC | $24,551 | $27,877 |
| ELI LILLY & CO | $16,426 | $20,844 |
| EMERSON ELEC CORP | $40,717 | $66,550 |
| EXXON MOBILE CORP | $58,175 | $60,992 |
| FREEPORT-MCMORAN | $26,881 | $20,677 |
| GENL DYNAMIS CORP | $22,359 | $23,714 |
| GILEAD SCIENCES | $17,877 | $18,289 |
| HCA HEALTH CARE INCE | $23,701 | $26,113 |
| HEWLETT PACKARD | $33,349 | $46,671 |
| HOME DEPOT INC | $49,096 | $60,682 |
| INTERNATIONAL BUSINESS MACHINES | $31,665 | $48,802 |
| JP MORGAN CHASE & CO | $34,574 | $34,869 |
| JP MORGAN CHASE & CO | $36,838 | $112,903 |
| KINDER MORGAN INC | $39,484 | $88,009 |
| MEDITRONIC PLC | $20,851 | $19,251 |
| MICROSOFT CORP | $24,839 | $46,365 |
| PEPSICO INC | $49,443 | $50,484 |
| PRINCIPAL FINANCIAL GRP | $25,432 | $23,842 |
| PUB SVC ENTERPRISE GRP | $31,530 | $36,162 |
| REALTY INCOME CORP | $31,952 | $29,963 |
| RTX CORP | $11,092 | $10,993 |
| SIMON PROPERTY GROUP | $48,933 | $57,346 |
| TEXAS INSTRUMENTS | $32,153 | $40,315 |
| TRUIST FINANCIAL CORP | $20,675 | $19,110 |
| TRUIST FINANCIAL CORP | $32,286 | $43,727 |
| UNION PACIFIC CORP | $12,157 | $32,382 |
| WALMART INC | $31,541 | $60,986 |
| WILLIAMS COMPANIES DEL | $60,465 | $113,273 |
| XCEL ENERGY | $24,603 | $26,133 |
| ALLSTATE CORP CORP PREFERRED STOCK | $58,831 | $58,857 |
| DUKE ENERGY CORP PREFERRED STOCK | $49,083 | $48,126 |
| JP MORGAN CHASE & CO PREFERRED STOCK | $36,250 | $36,990 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES S&P GLOBAL | AT COST | $87,818 | $116,067 |
| SECTOR SPDR ENERGY | AT COST | $37,262 | $59,876 |
| SPDR S&P DIVIDEND | AT COST | $61,237 | $96,037 |
| SPDR US FINANCIAL SECTOR | AT COST | $37,332 | $81,823 |
| VANECK MORNINGSTAR WIDE | AT COST | $42,706 | $52,297 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,818 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,818 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE FEES | Desc |
| Revenue And Expenses Per Books | $13,527 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,527 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $90 | $90 | $0 |
| EXCISE TAX | $3,749 | $0 | $0 |