SUTTON FAM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUTTON FAM FOUNDATION (EIN 65-6238164)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202541259349102024
- 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
- 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 | 2025-05-05T14:43:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-05-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| 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 | $3,275,284 | 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 | $1,802 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,441 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,441 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,044 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,044 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,907 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,907 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $201,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,392 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,802 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $26,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,600 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,792 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,746 | CashBOYAmt |
| Cash EOY | $76,203 | CashEOYAmt |
| Cash EOYFMV | $76,203 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,180,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,217,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,199,081 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,267,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,293,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,275,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,267,453 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,293,845 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,267,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,293,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,267,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,293,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,267,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,392 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,293,845 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,293,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE INC | P | 2014-01-29 | 2024-06-12 | $21,447 | $1,788 | $19,659 | $19,659 |
| APPLE INC | P | 2014-01-29 | 2024-12-12 | $12,405 | $894 | $11,511 | $11,511 |
| CENCORA INC | P | 2012-02-08 | 2024-01-30 | $21,914 | $3,913 | $18,001 | $18,001 |
| CENCORA INC | P | 2012-02-08 | 2024-03-28 | $6,028 | $978 | $5,050 | $5,050 |
| CENCORA INC | P | 2012-02-08 | 2024-11-06 | $1,235 | $196 | $1,039 | $1,039 |
| CENCORA INC | P | 2012-02-08 | 2024-12-13 | $16,223 | $2,739 | $13,484 | $13,484 |
| KLA CORP | P | 2017-11-28 | 2024-01-26 | $6,028 | $1,059 | $4,969 | $4,969 |
| KLA CORP | P | 2017-11-28 | 2024-03-28 | $3,485 | $529 | $2,956 | $2,956 |
| KLA CORP | P | 2014-11-28 | 2024-05-23 | $3,814 | $529 | $3,285 | $3,285 |
| KLA CORP | P | 2017-11-28 | 2024-12-13 | $6,519 | $1,059 | $5,460 | $5,460 |
| MERCK & CO INC | P | 2012-02-07 | 2024-01-26 | $12,058 | $3,675 | $8,383 | $8,383 |
| MERCK & CO INC | P | 2012-02-07 | 2024-03-28 | $6,592 | $1,837 | $4,755 | $4,755 |
| TJX COS INC | P | 2014-02-13 | 2024-05-23 | $5,031 | $1,509 | $3,522 | $3,522 |
| TJX COS INC | P | 2014-02-13 | 2024-12-13 | $6,318 | $1,509 | $4,809 | $4,809 |
| VERIZON COMMUNICATIONS | P | 2014-01-15 | 2024-12-13 | $10,563 | $12,066 | -$1,503 | -$1,503 |
| SPDP S&P MIDCAP 400 ETF IV | P | 2003-10-15 | 2024-01-26 | $8,565 | $1,425 | $7,140 | $7,140 |
| SPDR S&P MIDCAP 400 ETF IV | P | 2003-10-15 | 2024-11-06 | $1,799 | $251 | $1,548 | $1,548 |
| SPDR S&P MIDCAP 400 ETF IV | P | 2003-10-15 | 2024-12-30 | $11,387 | $1,676 | $9,711 | $9,711 |
| INVSC BULLETSHAR 2024 CRPRT BND ETF | P | 2023-01-09 | 2024-12-17 | $15,311 | $14,921 | $390 | $390 |
| SPDR S&P MIDCAP 400 ETF IV | P | 2003-10-15 | 2024-03-28 | $5,576 | $838 | $4,738 | $4,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,907 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,402 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,402 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,402 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $81 | EsPenaltyAmt |
| Tax Due | $2,483 | 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 |
| 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KERMIT S SUTTON | ||||||||
| 715 TENTH STREET SOUTH | Naples | FL | 34102 | TRUSTEE-MINIMAL | 0.00 | $0 | $0 | $0 |
| JENNY W SUTTON | ||||||||
| 715 TENTH STREET SOUTH | Naples | FL | 34102 | TRUSTEE-MINIMAL | 0.00 | $0 | $0 | $0 |
| WILLIAM M SUTTON | ||||||||
| 715 TENTH STREET SOUTH | NAPLES | FL | 34102 | TRUSTEE-MINIMAL | 0.00 | $0 | $0 | $0 |
| SARA E SUTTON | ||||||||
| 715 TENTH STREET SOUTH | NAPLES | FL | 34102 | TRUSTEE-MINIMAL | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,240,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,367,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,367,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,317,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,402 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,402 | TotalTaxAmt |
| Distributable Before Adj | $163,455 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $163,455 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $163,455 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $146,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,455 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $445 | UndistributedIncomePYAmt |
| Qualifying Distributions | $146,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $445 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,955 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $17,500 | 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 |
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 (33 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 | 2024 DONATION | $2,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | 2024 DONATION | $1,000 |
| AUDUBON OF THE WESTERN EVERGLADES | |||||
| PO Box 1738 | NAPLES | FL | 34106 | 2024 DONATION | $1,000 |
| AVOW HOSPICE | |||||
| 1095 WHIPPORWILL LANE | NAPLES | FL | 34105 | 2024 DONATION | $2,500 |
| BETTER TOGETHER | |||||
| 15275 COLLIER BLVD Ste 201-284 | NAPLES | FL | 34119 | 2024 DONATION | $2,200 |
| BROWNSTONE INSTITUTE | |||||
| 2028 EAST BEN WHITE BLVD Ste 240-30 | AUSTIN | TX | 78741 | 2024 DONATION | $2,000 |
| CHARLEVOIX COUNTY COMMUNITY FOUNDATION | |||||
| 301 WATER STREET BOX 718 | EAST JORDAN | MI | 49727 | 2024 DONATION | $1,000 |
| CHILDREN'S ADVOCACY CENTER | |||||
| 5405 PARK CENTER COURT | NAPLES | FL | 34109 | 2024 DONATION | $2,200 |
| COLLIER COMMUNITY FOUNDATION | |||||
| 1110 PINE RIDGE ROAD Ste 200 | NAPLES | FL | 34108 | 2024 DONATION | $2,200 |
| FOOD FOR THE POOR | |||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | 2024 DONATION | $2,200 |
| FOUNDATION FOR GOVERNMENT ACCOUNTABILITY | |||||
| 15275 COLLIER BLVD Ste 201-279 | NAPLES | FL | 34119 | 2024 DONATION | $10,000 |
| GUDALUPE CENTER | |||||
| 509 HOPE CIRCLE | IMMOKALEE | FL | 34142 | 2024 DONATION | $2,200 |
| HARRY CHAPIN FOOD BANK | |||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | 2024 DONATION | $2,200 |
| HIGHER GROUND AT LAKE LOUISE | |||||
| 10750 STAFFORD ROAD | BOYNE FALLS | MI | 49713 | 2024 DONATION | $1,000 |
| IMAGINE CHILDREN's HEALTH CENTER | |||||
| 5500 BRYSON DRIVE Ste 301 | NAPLES | FL | 34109 | 2024 DONATION | $2,200 |
| JUDICIAL WATCH | |||||
| 425 THIRD STREET SW Ste 800 | WASHINGTON | DC | 20024 | 2024 DONATION | $3,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | 2024 DONATION | $3,000 |
| LEADERSHIP INSTITUTE | |||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | 2024 DONATION | $4,000 |
| MEALS OF HOPE | |||||
| 2221 CORPORATION BLVD | NAPLES | FL | 34109 | 2024 DONATION | $2,200 |
| MEALS ON WHEELS | |||||
| PO BOX 2143 | FORT MYERS | FL | 33902 | 2024 DONATION | $2,200 |
| NAPLES CHILDREN & EDUCATION FOUNDATION | |||||
| 2590 GOODLETTE-FRANK ROAD | NAPLES | FL | 34103 | 2024 DONATION | $2,200 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||
| 5025 CASTELLO DRIVE | NAPLES | FL | 34103 | 2024 DONATION | $2,200 |
| NEW HORIZONS OF SOUTHWEST FLORIDA | |||||
| PO BOX 111833 | NAPLES | FL | 34108 | 2024 DONATION | $2,200 |
| OUR DAILY BREAD FOOD PANTRY | |||||
| PO BOX 109 | MARCO ISLAND | FL | 34146 | 2024 DONATION | $2,200 |
| ST JUDE CHILDREN's RESEARCH HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 2024 DONATION | $37,500 |
| ST MATTHEWS HOUSE | |||||
| 2001 AIRPORT ROAD SOUTH | NAPLES | FL | 34112 | 2024 DONATION | $2,200 |
| ST VINCENT DE PAUL SOCIETY | |||||
| 4451 MERCANTILE AVENUE | NAPLES | FL | 34104 | 2024 DONATION | $2,200 |
| THE CONSERVANCY OF SOUTHWEST FLORIDA | |||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | 2024 DONATION | $25,000 |
| THE HERITAGE FOUNDATION | |||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | 2024 DONATION | $5,000 |
| THE JAMES MADISON INSTITUTE | |||||
| 100 NORTH DUVAL STREET | TALLAHASSEE | FL | 32301 | 2024 DONATION | $10,000 |
| TURNING POINT USA | |||||
| PO BOX 52139 | PHOENIX | AZ | 85072 | 2024 DONATION | $1,000 |
| VALERIE'S HOUSE | |||||
| PO BOX 1955 | FORT MYERS | FL | 33902 | 2024 DONATION | $2,200 |
| YOUTH HAVEN | |||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | 2024 DONATION | $2,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,441 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,044 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,485 | 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 | $1,802 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 12122024 | ||||||
| APPLE INC | 2014-01 | 150 SHARES | 2024-12 | $33,853 | $2,682 | $31,171 |
| 12132024 | ||||||
| CENCORA INC | 2012-02 | 200 SHARES | 2024-12 | $45,399 | $7,826 | $37,573 |
| 12132024 | ||||||
| KLA CORP | 2017-11 | 30 SHARES | 2024-12 | $19,846 | $3,176 | $16,670 |
| 03282024 | ||||||
| MERCK CO INC | 2012-02 | 150 SHARES | 2024-03 | $18,650 | $5,512 | $13,138 |
| 12122024 | ||||||
| TJX COS INC | 2014-02 | 100 SHARES | 2024-12 | $11,349 | $3,018 | $8,331 |
| 12132024 | ||||||
| VERIZON COMMUNICATIONS | 2014-01 | 250 SHARES | 2024-12 | $10,563 | $12,066 | -$1,503 |
| 12302024 | ||||||
| SPDR SP MIDCAP 400 ETF | 2003-10 | 50 SHARES | 2024-12 | $27,327 | $4,190 | $23,137 |
| 12172024 | ||||||
| INVSC BULLETSHAR 2024 BND | 2023-01 | 725 SHARES | 2024-12 | $15,311 | $14,921 | $390 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS MUTUAL FUNDS ETS | StockNm |
| EOY Book Value | $1,217,642 | EOYBookValueAmt |
| EOYFMV | $3,199,081 | 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 | $26,600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,600 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON 2023 990PF | CategoryTxt |
| Amt | $1,802 | Amt |