2026-05-05T10:17:54-05:00 2025-12-31 990PF 2025-01-01 656238164 SUTTON FAMILY FOUNDATION % Kermit S Sutton SUTT 2392638333 715 TENTH STREET SOUTH NAPLES FL 34102 KERMIT S SUTTON Trustee 2392638333 2026-05-05 2025 2025-03-06 01:10:19Z X 3806129 X 2434 2379 2379 71000 71000 152679 238851 152679 228492 226058 2434 28502 28502 30936 28502 0 184400 184400 215336 28502 184400 13156 197556 0 76203 102858 102858 1217642 1204143 3703271 1293845 1307001 3806129 0 0 X 1293845 1307001 1293845 1307001 1293845 1307001 1293845 13156 1307001 1307001 APPLE INC P 2014-01-29 2025-10-22 12936 894 12042 12042 APPLE INC P 2014-01-29 2025-12-26 27463 1788 25675 25675 BOEING CO P 2016-09-12 2025-10-22 1082 647 435 435 CBOE GLOBAL MKTS INC P 2020-07-22 2025-10-22 2376 918 1458 1458 CENCORA INC P 2012-02-08 2025-07-14 14833 1956 12877 12877 CENCORA INC P 2012-02-08 2025-10-22 8269 978 7291 7291 CENCORA INC P 2012-02-08 2025-12-26 34132 3913 30219 30219 DOW INC P 2019-07-08 2025-09-11 2512 4850 -2338 -2338 DOW INC P 2019-07-08 2025-10-22 5426 12125 -6699 -6699 INVSC BULLETSH 2025 CRP BND ETF P 2023-01-09 2025-11-25 14986 14696 290 290 JPMORGAN CHASE & CO P 2017-01-05 2025-10-22 7350 2143 5207 5207 KLA CORP P 2017-11-28 2025-07-14 9251 1059 8192 8192 KLA CORP P 2017-11-28 2025-09-11 4800 529 4271 4271 KLA CORP P 2014-11-28 2025-10-22 5560 529 5031 5031 KLA CORP P 2017-11-28 2025-12-08 6152 529 5623 5623 KLA CORP P 2017-11-28 2025-12-26 31989 2647 29342 29342 LINDE PLC P 2024-08-02 2025-12-26 10634 11125 -491 -491 SLB LIMITED P 2024-07-26 2025-10-22 3500 4897 -1397 -1397 SLB LIMITED P 2024-11-06 2025-12-26 3798 4401 -603 -603 TJX COS INC NEW P 2014-02-13 2025-10-22 3582 755 2827 2827 TJX COS INC NEW P 2014-02-13 2025-12-08 1537 302 1235 1235 VERIZON COMMUNICATIONS P 2014-01-15 2025-10-22 9986 12066 -2080 -2080 NEXTERA ENERGY INC P 2009-04-02 2025-10-22 8321 1287 7034 7034 RTX CORP P 2003-01-14 2025-09-11 789 100 689 689 RTX CORP P 2003-01-14 2025-10-22 1781 200 1581 1581 STATE STRET SPDR S&P MID400 TR ETF P 2003-10-15 2025-07-14 5806 838 4968 4968 152679 2746 2746 0 2746 0 X 123 2869 false false false false false false false true true FL true false false false false true KERMIT S SUTTON 2392638333 715 TENTH STREET SOUTH NAPLES FL 34102 false false false false false false false false false false false false false false false false false false false false false false false false false false 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 NONE 0 NONE 0 3469529 96154 0 3565683 0 3565683 53485 3512198 175610 175610 2746 2746 172864 172864 172864 184400 184400 172864 17500 184400 17500 0 0 166900 5964 0 0 0 JENNY W SUTTON NA KERMIT S OR JENNY W SUTTON 715 TENTH STREET SOUTH NAPLES FL 34102 2392638333 NA NA NA AMERICAN COUNCIL OF TRUSTEES AND ALUMNI 1730 M STREET NW Ste 600 WASHINGTON DC 20036 NA NC 2025 Donation 2000 AMERICAN EXTERPRISE INSTITUTE 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 NA NC 2025 DONATION 2000 AVOW HOSPICE 1095 WHIPPOEWILL LANE Naples FL 34105 NA NC 2025 DONATION 4000 BAKER SENIOR CENTER NAPLES 6200 AUTUMN OAKS LANE Naples FL 34119 NA NC 2025 DONATION 45000 BETTER TOGETHER 15275 COLLIER BLVD Ste 201-284 NAPLES FL 34119 NA NC 2025 DONATION 2700 BROWNSTONE INSTITUTE 2028 EAST BEN WHITE BLVD Ste 240-30 AUSTIN TX 78741 NA NC 2025 DONATION 1000 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 5000 CHILDREN'S ADVOCACY CENTER 5405 PARK CENTRAL COURT NAPLES FL 34109 NA NC 2025 DONATION 2700 CHRIST CHILD SOCIETY NAPLES 8805 TAMIAMI TRAIL NORTH Ste 202 NAPLES FL 34108 NA NC 2025 DONATION 5000 COLLIER COMMUNITY FOUNDATION 1110 PINE RIDGE ROAD Ste 200 NAPLES FL 34108 NA NC 2025 DONATION 2700 DAVID LAWRENCE CENTER 6075 BATHEY LANE NAPLES FL 34116 NA NC 2025 DONATION 1000 FIRST BOOK 312 WEST ROUTE 38 LOCKBOX 826769 MOORESTOWN NJ 08057 NA NC 2025 DONATION 1000 FOOD FOR THE POOR 6401 LYONS ROAD COCONUT CREEK FL 33073 NA NC 2025 DONATION 2700 FOUNDATION FOR GOVERNMENT ACCOUNTABILITY 15275 COLLIER BLVD Ste 201-279 NAPLES FL 34119 NA NC 2025 DONATION 20000 GUADALUPE CENTER 509 HOPE CIRCLE IMMOKALEE FL 34142 NA NC 2025 DONATION 2700 HARRY CHAPIN FOOD BANK 3760 FOWLER STREET FORT MYERS FL 33901 NA NC 2025 DONATION 2700 HIGHER GROUND AT LAKE LOUISE 10750 STAFFORD ROAD BOYNE FALLS MI 49713 NA NC 2025 DONATION 5000 HUMANE SOCIETY OF NAPLES 370 AIRPORT ROAD NORTH NAPLES FL 34104 NA NC 2025 DONATION 1000 IMAGINE CHILDREN'S HEALTH CENTER 5500 BRYSON DRIVE Ste 301 NAPLES FL 34109 NA NC 2025 DONATION 2700 INTERCOLLEGIATE STUDIES INSTITUTE 3901 CENTERVILLE ROAD WILMINGTON DE 19807 NA NC 2025 DONATION 2000 JUDICIAL WATCH 425 THIRD STREET SW Ste 800 WASHINGTON DC 20024 NA NC 2025 DONATION 3000 LACES OF LOVE 2077 J AND C BLVD NAPLES FL 34109 NA NC 2025 DONATION 2000 LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND STREET ARLINGTON VA 22201 NA NC 2025 DONATION 2000 LIGHTHOUSE OF COLLIER INC 2685 HORSESHOE DRIVE SOUTH NAPLES FL 34104 NA NC 2025 DONATION 2000 MEALS OF HOPE 2221 CORPORATION BLVD NAPLES FL 34109 NA NC 2025 DONATION 2700 MEALS ON WHEELS PO BOX 2143 FORT MYERS FL 33902 NA NC 2025 DONATION 2700 NAPLES CHILDREN & EDUCATION FOUNDATION 2590 GOODLETTE-FRANK ROAD NORTH NAPLES FL 34103 NA NC 2025 DONATION 2700 NATIONAL ALLIANCE ON MENTAL ILLNESS 5025 CASTELLO DRIVE Ste 101 NAPLES FL 34103 NA NC 2025 DONATION 2700 NEW HORIZONS OF SOUTHWEST FLORIDA PO BOX 111833 NAPLES FL 34108 NA NC 2025 DONATION 2700 OUR DAILY BREAD FOOD PANTRY PO BOX 109 MARCO ISLAND FL 34146 NA NC 2025 DONATION 2700 ST MATTHEWS HOUSE 2001 AIRPORT ROAD SOUTH NAPLES FL 34112 NA NC 2025 DONATION 2700 ST VINCENT DE PAUL SOCIETY 4451 MERCHANTILE AVENUE NAPLES FL 34104 NA NC 2025 DONATION 2700 THE ANTIQUE BOAT MUSEUM 750 MARY STREET CLAYTON NY 13624 NA NC 2025 DONATION 5000 THE CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 NA NC 2025 DONATION 5000 THE JAMES MADISON INSTITUTE 100 NORTH DUVAL STREET TALLAHASSEE FL 32301 NA NC 2025 DONATION 20000 TURNING POINT USA PO BOX 52139 PHOENIX AZ 85072 NA NC 2025 DONATION 5000 VALERIE'S HOUSE PO BOX 1955 FORT MYERS FL 33902 NA NC 2025 DONATION 2700 YOUTH HAVEN 5867 WHITAKER ROAD NAPLES FL 34112 NA NC 2025 DONATION 2700 184400 0 14 2379 14 71000 73379 73379 4 NOT APPLICABLE false false false false false false false false false false X X 1 KERMIT S SUTTON 715 TENTH STREET SOUTH NAPLES FL 34102 2434 X VARIOUS SECURITIES 2003-01 PURCHASE 2025-12 12262025 238851 86172 152679 STOCKS MUTUAL FUNDS ETFS 1204143 3703271 INVESTMENT MANAGEMENT FEES 28502 28502 TAX ON 2024 990PF 2434