2026-03-06T19:07:22-06:00 2025-12-31 061071692 HARPERWHITFIELD PC 314 FARMINGTON AVENUE FARMINGTON CT 06032 990PF 2025-01-01 270886303 CHENEVERT FAMILY FOUNDATIONINC C/O LOUIS R CHENEVERT CHEN 8607296500 400 BEACH DRIVE NE UNIT 2405 ST PETERSBURG FL 33701 LOUIS R CHENEVERT PRESIDENT 8607296500 2026-02-21 1 BETH A THURZ P00346435 8606779188 2026-02-21 2025 2025-03-06 01:10:19Z X 14986974 X 916757 223082 223082 761348 3699504 761348 1901187 984430 48000 0 48000 2605 1954 651 4055 3041 1014 16000 0 0 21421 21421 0 92081 26416 49665 858000 858000 950081 26416 907665 951106 958014 1056298 1348125 1348125 2070763 2194331 2186422 5194318 4730355 9250233 1287158 1595077 2202194 9608537 9867888 14986974 0 0 X 0 0 0 0 9608537 9867888 9608537 9867888 9608537 9867888 9608537 951106 0 10559643 691755 9867888 PUBLICLY TRADED SECURITIES 3699504 2938156 761348 761348 761348 13316 0 13316 0 13316 18459 0 0 0 18459 0 5143 5143 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 1 0 0 1 N/A DEBRA L CHENEVERT 8607296500 400 BEACH DRIVE NE UNIT 2405 ST PETERSBURG FL 33701 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 24000 0 0 SOPHIE CHENEVERT SCHILKE 3 BEAVER POND LANE SOUTH SALEM NY 10590 DIRECTOR 1.00 24000 0 0 NONE 0 NONE 0 0 12916205 1223507 0 14139712 0 0 14139712 212096 13927616 696381 696381 13316 13316 683065 0 683065 0 683065 907665 0 907665 683065 0 0 38877 181545 220422 907665 0 0 0 683065 224600 0 0 445022 0 0 0 0 0 0 38877 406145 181545 224600 LOUIS R CHENEVERT LOUIS R CHENEVERT 400 BEACH DRIVE NE UNIT 2405 ST PETERSBURG FL 33701 8607296500 NO SPECIAL FORM REQUIRED; LETTER TO FOUNDATION MANAGER WILL SUFFICE. NONE. 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). 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 10000 AMERICAN DIABETES ASSOCIATION PO BOX 7023 MERRIFIELD VA 22116 NONE PC TO PROVIDE FUNDING FOR RESEARCH AND ASSITANCE TO THOSE AFFECTED BY DIABETES. 7500 AMERICAN RED CROSS PO BOX 37839 BOONE IA 500370839 NONE PC TO PROVIDE FUNDS FOR EMERGENCY ASSISTANCE TO THOSE IN NEED 10000 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. 1500 BOYS & GIRLS CLUB OF RIDGEFIELD 41 GOVERNOR ST RIDGEFIELD CT 06877 NONE PC TO INSPIRE AND ENABLE ALL YOUNG PEOPLE TO REALIZE THEIR FULL POTENTIAL 1500 COMPASS YOUTH COLLABORATIVE 55 AIRPORT ROAD 201 HARTFORD CT 06114 NONE PC TO FUND SUPPORT SERVICES PROVIDED TO HIGH-RISK YOUTH IN THEIR COMMUNITIES 5000 CT CHILDREN'S FOUNDATION 282 WASHINGTON ST HARTFORD CT 06106 NONE PC TO PROVIDE FUNDING FOR THE CHILDREN'S FOUNDATION 150000 FLORIDA ORCHESTRA 244 2ND AVENUE NORTH SUITE 420 ST PETERSBURG FL 33701 NONE PC TO PROVIDE FUNDING FOR THE FLORIDA ORCHESTRA 5000 FOODSHARE 2 RESEARCH PKWY WALLINGFORD CT 06492 PC TO SUPPORT THOSE IN NEED. 5000 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. 30000 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 150000 MOFFITT CANCER CENTER 12902 MAGNOLIA DR TAMPA FL 33612 NONE PC TO PROVIDE FUNDING FOR CANCER RESEARCH 50000 NEIGHBORLY CARE NETWORK 13945 EVERGREEN AVE 4TH FL CLEARWATER FL 33762 NONE PC TO SUPPORT PROVIDING QUALITY HOME AND COMMUNITY-BASED SERVICES 1000 PET SMART CHARITIES 19601 N 27TH AVE PHOENIX AZ 85027 NONE PC FUNDING TO SUPPORT PETS 1500 ROAR RIDGEFIELD OPERATION ANIMAL RESCUE 45 SOUTH ST RIDGEFIELD CT 06877 NONE PC TO PROMOTE THE RESCUE OF ABANDONED AND SURRENDERED CATS AND DOGS 500 ST ANTHONY'S HOSPITAL FOUNDATION 1200 7TH AVE N ST PETERSBURG FL 33705 NONE PC TO SUPPORT THE ST. ANTHONY'S PARISH 200000 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 TUNNELS TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PC TO HELP FALLEN FIRST RESPONDER FAMILIES 1000 YALE NEW HAVEN HOSPITAL 35 PARK STREET NEW HAVEN CT 06511 NONE PC BRAIN CANCER RESEARCH PROJECT 225000 ST PETERSBURG FREE CLINIC 863 3RD AVE N ST PETERSBURG FL 33701 NONE PC TO PROVIDE HEALTH CARE, NUTRITIOUS FOOD, HOUSING AND EDUCATION FOR NEIGHBORS IN NEED. 3000 858000 0 14 223082 18 761348 0 984430 0 984430 0 0 0 0 0 0 0 0 0 0 X X 1 LOUIS R CHENEVERT 400 BEACH DRIVE NE UNIT 2405 ST PETERSBURG FL 33701 309075 X 2 LOUIS R CHENEVERT 400 BEACH DRIVE NE UNIT 2405 ST PETERSBURG FL 33701 607682 X 1 4,121 SHARES OF CARRIER GLOBAL CORP STOCK 309075 2025-07-07 2 3,503 SHARES OF RTX CORP STOCK 607682 2025-12-09 ACCOUNTING FEES 4055 3041 1014 MERRILL LYNCH #7088 - CORPORATE STOCK 2526097 5575373 MERRILL LYNCH #2442 - CORPORATE STOCK 2104258 3574860 GENIUS CELL RESEARCH STOCK 100000 100000 2194331 2186422 0 0 MERRILL LYNCH #2442 - MUTUAL FUNDS AT COST 725037 918964 MERRILL LYNCH #7088 - MUTUAL FUNDS AT COST 870040 1283230 LEGAL FEES 2605 1954 651 STOCK DONATION COST BASIS ADJUSTMENT 684860 UNREALIZED LOSS ON TRANSFER OF STOCK 6895 INVESTMENT FEES 21421 21421 0 LOUIS R CHENEVERT 400 BEACH DRIVE NE UNIT 2405 ST PETERSBURG FL 33701 TAXES - NON UBIT 16000 0 0