SUTTON FAM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUTTON FAM FOUNDATION (EIN 65-6238164)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202601259349102260
- Schema version
- 2025v4.1
- 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 | 2026-05-05T10:17:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-05-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $3,806,129 | 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 | $2,434 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,379 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,379 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,000 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $238,851 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,679 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $228,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $226,058 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,434 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $28,502 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,502 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,556 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,203 | CashBOYAmt |
| Cash EOY | $102,858 | CashEOYAmt |
| Cash EOYFMV | $102,858 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,217,642 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,204,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,703,271 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,293,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,307,001 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,806,129 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,293,845 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,307,001 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,293,845 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,307,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,293,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,307,001 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,293,845 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,156 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,307,001 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,307,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 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 | 2025-10-22 | $12,936 | $894 | $12,042 | $12,042 |
| APPLE INC | P | 2014-01-29 | 2025-12-26 | $27,463 | $1,788 | $25,675 | $25,675 |
| BOEING CO | P | 2016-09-12 | 2025-10-22 | $1,082 | $647 | $435 | $435 |
| CBOE GLOBAL MKTS INC | P | 2020-07-22 | 2025-10-22 | $2,376 | $918 | $1,458 | $1,458 |
| CENCORA INC | P | 2012-02-08 | 2025-07-14 | $14,833 | $1,956 | $12,877 | $12,877 |
| CENCORA INC | P | 2012-02-08 | 2025-10-22 | $8,269 | $978 | $7,291 | $7,291 |
| CENCORA INC | P | 2012-02-08 | 2025-12-26 | $34,132 | $3,913 | $30,219 | $30,219 |
| DOW INC | P | 2019-07-08 | 2025-09-11 | $2,512 | $4,850 | -$2,338 | -$2,338 |
| DOW INC | P | 2019-07-08 | 2025-10-22 | $5,426 | $12,125 | -$6,699 | -$6,699 |
| INVSC BULLETSH 2025 CRP BND ETF | P | 2023-01-09 | 2025-11-25 | $14,986 | $14,696 | $290 | $290 |
| JPMORGAN CHASE & CO | P | 2017-01-05 | 2025-10-22 | $7,350 | $2,143 | $5,207 | $5,207 |
| KLA CORP | P | 2017-11-28 | 2025-07-14 | $9,251 | $1,059 | $8,192 | $8,192 |
| KLA CORP | P | 2017-11-28 | 2025-09-11 | $4,800 | $529 | $4,271 | $4,271 |
| KLA CORP | P | 2014-11-28 | 2025-10-22 | $5,560 | $529 | $5,031 | $5,031 |
| KLA CORP | P | 2017-11-28 | 2025-12-08 | $6,152 | $529 | $5,623 | $5,623 |
| KLA CORP | P | 2017-11-28 | 2025-12-26 | $31,989 | $2,647 | $29,342 | $29,342 |
| LINDE PLC | P | 2024-08-02 | 2025-12-26 | $10,634 | $11,125 | -$491 | -$491 |
| SLB LIMITED | P | 2024-07-26 | 2025-10-22 | $3,500 | $4,897 | -$1,397 | -$1,397 |
| SLB LIMITED | P | 2024-11-06 | 2025-12-26 | $3,798 | $4,401 | -$603 | -$603 |
| TJX COS INC NEW | P | 2014-02-13 | 2025-10-22 | $3,582 | $755 | $2,827 | $2,827 |
| TJX COS INC NEW | P | 2014-02-13 | 2025-12-08 | $1,537 | $302 | $1,235 | $1,235 |
| VERIZON COMMUNICATIONS | P | 2014-01-15 | 2025-10-22 | $9,986 | $12,066 | -$2,080 | -$2,080 |
| NEXTERA ENERGY INC | P | 2009-04-02 | 2025-10-22 | $8,321 | $1,287 | $7,034 | $7,034 |
| RTX CORP | P | 2003-01-14 | 2025-09-11 | $789 | $100 | $689 | $689 |
| RTX CORP | P | 2003-01-14 | 2025-10-22 | $1,781 | $200 | $1,581 | $1,581 |
| STATE STRET SPDR S&P MID400 TR ETF | P | 2003-10-15 | 2025-07-14 | $5,806 | $838 | $4,968 | $4,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,679 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,746 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,746 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,746 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $123 | EsPenaltyAmt |
| Tax Due | $2,869 | 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 | $3,469,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,565,683 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,565,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,512,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,746 | TotalTaxAmt |
| Distributable Before Adj | $172,864 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $172,864 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $172,864 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $184,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,500 | UndistributedIncomePYAmt |
| Qualifying Distributions | $184,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,500 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,900 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,964 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | |||||||
| 1730 M STREET NW Ste 600 | WASHINGTON | DC | 20036 | NA | NC | 2025 Donation | $2,000 |
| AMERICAN EXTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NA | NC | 2025 DONATION | $2,000 |
| AVOW HOSPICE | |||||||
| 1095 WHIPPOEWILL LANE | Naples | FL | 34105 | NA | NC | 2025 DONATION | $4,000 |
| BAKER SENIOR CENTER NAPLES | |||||||
| 6200 AUTUMN OAKS LANE | Naples | FL | 34119 | NA | NC | 2025 DONATION | $45,000 |
| BETTER TOGETHER | |||||||
| 15275 COLLIER BLVD Ste 201-284 | NAPLES | FL | 34119 | NA | NC | 2025 DONATION | $2,700 |
| BROWNSTONE INSTITUTE | |||||||
| 2028 EAST BEN WHITE BLVD Ste 240-30 | AUSTIN | TX | 78741 | NA | NC | 2025 DONATION | $1,000 |
| CAPTAINS FOR CLEAN WATER | |||||||
| PO BOX 1653 | FORT MYERS | FL | 33902 | NA | NC | 2025 DONATION | $500 |
| CHARLEVOIX COUNTY COMMUNITY FOUNDATION | |||||||
| 301 WATER STREET BOX 718 | EAST JORDAN | MI | 49727 | NA | NC | 2025 DONATION | $5,000 |
| CHILDREN'S ADVOCACY CENTER | |||||||
| 5405 PARK CENTRAL COURT | NAPLES | FL | 34109 | NA | NC | 2025 DONATION | $2,700 |
| CHRIST CHILD SOCIETY NAPLES | |||||||
| 8805 TAMIAMI TRAIL NORTH Ste 202 | NAPLES | FL | 34108 | NA | NC | 2025 DONATION | $5,000 |
| COLLIER COMMUNITY FOUNDATION | |||||||
| 1110 PINE RIDGE ROAD Ste 200 | NAPLES | FL | 34108 | NA | NC | 2025 DONATION | $2,700 |
| DAVID LAWRENCE CENTER | |||||||
| 6075 BATHEY LANE | NAPLES | FL | 34116 | NA | NC | 2025 DONATION | $1,000 |
| FIRST BOOK | |||||||
| 312 WEST ROUTE 38 LOCKBOX 826769 | MOORESTOWN | NJ | 08057 | NA | NC | 2025 DONATION | $1,000 |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NA | NC | 2025 DONATION | $2,700 |
| FOUNDATION FOR GOVERNMENT ACCOUNTABILITY | |||||||
| 15275 COLLIER BLVD Ste 201-279 | NAPLES | FL | 34119 | NA | NC | 2025 DONATION | $20,000 |
| GUADALUPE CENTER | |||||||
| 509 HOPE CIRCLE | IMMOKALEE | FL | 34142 | NA | NC | 2025 DONATION | $2,700 |
| HARRY CHAPIN FOOD BANK | |||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | NA | NC | 2025 DONATION | $2,700 |
| HIGHER GROUND AT LAKE LOUISE | |||||||
| 10750 STAFFORD ROAD | BOYNE FALLS | MI | 49713 | NA | NC | 2025 DONATION | $5,000 |
| HUMANE SOCIETY OF NAPLES | |||||||
| 370 AIRPORT ROAD NORTH | NAPLES | FL | 34104 | NA | NC | 2025 DONATION | $1,000 |
| IMAGINE CHILDREN'S HEALTH CENTER | |||||||
| 5500 BRYSON DRIVE Ste 301 | NAPLES | FL | 34109 | NA | NC | 2025 DONATION | $2,700 |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | NA | NC | 2025 DONATION | $2,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW Ste 800 | WASHINGTON | DC | 20024 | NA | NC | 2025 DONATION | $3,000 |
| LACES OF LOVE | |||||||
| 2077 J AND C BLVD | NAPLES | FL | 34109 | NA | NC | 2025 DONATION | $2,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | NA | NC | 2025 DONATION | $2,000 |
| LIGHTHOUSE OF COLLIER INC | |||||||
| 2685 HORSESHOE DRIVE SOUTH | NAPLES | FL | 34104 | NA | NC | 2025 DONATION | $2,000 |
| MEALS OF HOPE | |||||||
| 2221 CORPORATION BLVD | NAPLES | FL | 34109 | NA | NC | 2025 DONATION | $2,700 |
| MEALS ON WHEELS | |||||||
| PO BOX 2143 | FORT MYERS | FL | 33902 | NA | NC | 2025 DONATION | $2,700 |
| NAPLES CHILDREN & EDUCATION FOUNDATION | |||||||
| 2590 GOODLETTE-FRANK ROAD NORTH | NAPLES | FL | 34103 | NA | NC | 2025 DONATION | $2,700 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 5025 CASTELLO DRIVE Ste 101 | NAPLES | FL | 34103 | NA | NC | 2025 DONATION | $2,700 |
| NEW HORIZONS OF SOUTHWEST FLORIDA | |||||||
| PO BOX 111833 | NAPLES | FL | 34108 | NA | NC | 2025 DONATION | $2,700 |
| OUR DAILY BREAD FOOD PANTRY | |||||||
| PO BOX 109 | MARCO ISLAND | FL | 34146 | NA | NC | 2025 DONATION | $2,700 |
| ST MATTHEWS HOUSE | |||||||
| 2001 AIRPORT ROAD SOUTH | NAPLES | FL | 34112 | NA | NC | 2025 DONATION | $2,700 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 4451 MERCHANTILE AVENUE | NAPLES | FL | 34104 | NA | NC | 2025 DONATION | $2,700 |
| THE ANTIQUE BOAT MUSEUM | |||||||
| 750 MARY STREET | CLAYTON | NY | 13624 | NA | NC | 2025 DONATION | $5,000 |
| THE CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NA | NC | 2025 DONATION | $5,000 |
| THE JAMES MADISON INSTITUTE | |||||||
| 100 NORTH DUVAL STREET | TALLAHASSEE | FL | 32301 | NA | NC | 2025 DONATION | $20,000 |
| TURNING POINT USA | |||||||
| PO BOX 52139 | PHOENIX | AZ | 85072 | NA | NC | 2025 DONATION | $5,000 |
| VALERIE'S HOUSE | |||||||
| PO BOX 1955 | FORT MYERS | FL | 33902 | NA | NC | 2025 DONATION | $2,700 |
| YOUTH HAVEN | |||||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | NA | NC | 2025 DONATION | $2,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,400 | 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 | $2,379 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,379 | 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 | $2,434 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | VARIOUS SECURITIES | AssetDesc |
| Acquired | 2003-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2025-12 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 12262025 | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $238,851 | GrossSalesPriceAmt |
| Basis | $86,172 | BasisAmt |
| Total Net | $152,679 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS MUTUAL FUNDS ETFS | StockNm |
| EOY Book Value | $1,204,143 | EOYBookValueAmt |
| EOYFMV | $3,703,271 | 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 | $28,502 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28,502 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON 2024 990PF | CategoryTxt |
| Amt | $2,434 | Amt |