2025-10-09T12:39:07-04:00 2024-12-31 260632448 BRIERS CPA PA 3301 BONITA BEACH RD BONITA SPRINGS FL 341347832 990PF 2024-01-01 273448596 RICHARD & GINA KLYM FOUNDATION INC C/O MARK KLYM - HAHN LOESER & PARK RICH 2394300548 5811 PELICAN BAY BLVD STE 650 NAPLES FL 34108 MARK R KLYM VICE PRESIDENT 2394300548 2025-08-30 true true MICHAEL T BRIERS CPA P01336657 2393908882 2025-09-17 2024 2025-03-06 01:10:19Z X 0 X X 13735 13735 13735 23114 23114 23114 18105 131125 54954 36849 36849 1225 246 1471 0 0 97000 97000 98471 0 97000 -43517 36849 36849 -3 20726 35831 162148 142213 506701 471081 704677 634020 0 27140 27140 0 X 677537 634020 677537 634020 704677 634020 677537 -43517 634020 634020 512 512 512 1247 1247 735 735 false false false false false false false true true true false false false false true N/A MARK R KLYM 2394300548 5811 PELICAN BAY BLVD SUITE 650 NAPLES FL 34108 false false false false false false false false false false false false false false false false false false false false RICHARD W KLYM 540 MORRINGLINE DRIVE NAPLES FL 34102 PRESIDENT/TR 1.00 0 0 0 MARK R KLYM 5811 PELICAN BAY BLVD SUITE 650 NAPLES FL 34108 VICE PRESIDE 1.00 0 0 0 CHRISTOPHER J KLYM 24441 DETROIT RD SUITE 250 WESTLAKE OH 44145 SECRETARY 1.00 0 0 0 NONE NONE N/A 1525426 22890 0 1548316 1548316 23225 1525091 76255 76255 512 512 75743 75743 75743 97000 97000 75743 5325 4210 9535 97000 75743 21257 30792 0 30792 5325 4210 21257 X COMMUNITY WEST FOUNDATION 821 WESTPOINT PARKWAY STE 900 WESTLAKE OH 44145 NONE 501(C)(3) GENERAL FUND 7500 NAPLES BOTANICAL GARDENS 4820 BAYSHORE DRIVE NAPLES FL 34112 NONE 501(C)(3) PUBLIC ENRICHMENT 2500 THE IMMOKALEE FOUNDATION 1390 NORTH 15TH ST STE 200 IMMOKALEE FL 34142 NONE 501(C)(3) EDUCATION 2500 TRI-MOTOR HERITAGE FOUNDATION 3515 E STATE ROAD PORT CLINTON OH 43452 NONE 501(C)(3) CIVIC 72000 THE FACEOFF CLUB OF NAPLES 515 TURTLE HATCH RD NAPLES FL 34103 NONE 501(C)(3) GENERAL FUND 12500 97000 14 13735 14 23114 14 18105 54954 54954 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1225 BANK OF AMERICA CORP B/E 05.125% 2020-02 PURCHASE 2024-06 30000 32602 -2602 CVS HEALTH CORP 2018-11 PURCHASE 2024-09 9317 12834 -3517 JP MORGAN CHASE B/E 06.100% 102949 2020-11 PURCHASE 2024-10 30000 32973 -2973 LILLY ELI & CO COMMON STOCK 2008-11 PURCHASE 2024-09 28154 888 27266 UNITEDHEALTH GROUP INC 2008-11 PURCHASE 2024-09 2900 81 2819 WALGREENS BOOTS ALLIANCE INC 2008-11 PURCHASE 2024-03 5754 6132 -378 WELLS FARGO & CO NEW DEP 05.900% 2016-07 PURCHASE 2024-06 25000 27510 -2510 KEMPER CORP 4.35% 20006 CITIGROUP INC 4.6% 25180 HCA INC 3.87 % 30401 GENERAL ELEC CO 3.05% 30443 BOEING CO 4.31 % 31384 RAYTHEON TECHNOLOGIES 7.2% 26658 MERCK & CO 05.950% 26249 PROGRESSIVE CORP 06.625 & 26762 RPM INTL INC 32590 AT&T INC 27167 SYSCO CORP 05.950% 32272 CVS HEALTH CORP 5.25% 25134 SOUTHERN CALF EDISON CO 25586 JP MORGAN CHASE 5.56% WELLS FARGO 5.9% UBS GROUP AG B/E 07.125% 33569 OHIO POWER CO 06.600% 27140 DOMINION ENERGY 29825 BANK OF AMER CORP 4.85% TRUIST FNL CORP 4.78% 20715 ALPHABET INC CL A 2975 ALPHABET INC CL C 2958 APPLE INC 1676 BANK OF AMER CORP 23292 CAPITAL ONE FINCL CORP 3508 COCA COLA CO COM 15924 CORNING INC 4755 CVS HEALTH EBAY INC 1355 GOLDMAN SACHS GROUP INC 1733 JPM MORGAN CHASE CO 7102 KROGER COMPANY 5058 LILLY ELI & CO 4735 NIKE INC CL B 5745 NORKFOLK STHN CORP 11228 PAYPAL HOLDINGS INC 1810 PEPSICO INC 10922 PFIZER INC 13853 PROCTOR & GAMBLE 16966 STARBUCKS 995 TEXAS INSTRUMENTS 3680 UNITED HEAL GROUP 1943 WALGREENS BOOTS ALLIANCE EXPENSES INVETMENT MANAGEMENT FEES 175 MARGIN INTEREST 71 MARGIN LOAN 27140