THOMAS V GUARINO FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS V GUARINO FAMILY FOUNDATION INC (EIN 06-1617207)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349100736
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T07:47:01-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592213319 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUPLEE SHEA CRAMER & MILLER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH OSPREY AVENUE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342367834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061617207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS V GUARINO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8452946127 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 LONGBOAT CLUB ROAD 601N | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS V GUARINO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8452839491 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TYLER W CARUTHERS | PreparerPersonNm |
| PTIN | P01774092 | PTIN |
| Phone | 9413663600 | PhoneNum |
| 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 | $1,850,575 | 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 | $103,557 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,243 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,243 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,676 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,248 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,248 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $143,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,167 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,366 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $577 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $533 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,327 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,268 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $169,784 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $160,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $160,392 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $252,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $258,207 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,446,796 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $244,889 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,133 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $243,387 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $666,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $674,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,850,575 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $50,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $666,794 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $624,732 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $666,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $624,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $666,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $674,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $666,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $735,096 | SubtotalAmt |
| Other Decreases | $110,364 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $624,732 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $532 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $532 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $560 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS V GUARINO | IndividualWithBooksNm |
| Phone | 8452946127 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 LONGBOAT CLUB ROAD APT 601N | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS V GUARINO | ||||||||
| 603 LONGBOAT CLUB ROAD APT 601N | LONGBOAT KEY | FL | 34228 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| GAIL GUARINO | ||||||||
| 39 PUTTERS WAY | MIDDLETOWN | NY | 10940 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| SANDY GUARINO | ||||||||
| 24 N RIDGE ST APT A | RYE BROOK | NY | 10573 | TREASURER | 0.00 | $0 | $0 | $0 |
| JOHN MICHAEL GUARINO | ||||||||
| 200 GARNERVILLE ROAD | NEW HAMPTON | NY | 10958 | ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| MARY JO GUARINO | ||||||||
| 1514 FAULKNER COURT | MAHWAH | NJ | 07430 | SECRETARY | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,617,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,783,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,783,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,756,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $532 | TotalTaxAmt |
| Distributable Before Adj | $87,285 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,285 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,285 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,523 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,285 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,170 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,170 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $84,932 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS V GUARINO | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS V GUARINO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 LONGBOAT CLUB ROAD APT 601N | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8452946127 | RecipientPhoneNum |
| Recipient Email Address | TGUARINO@HVC.RR.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN APPLICATION AND ESSAY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALL FAITH FOOD BANK | |||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | PC | CHARITABLE SUPPORT | $100 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2649 SOUTH ROAD 101 | PUGHKEEPSIE | NY | 12601 | PC | CHARITABLE SUPPORT | $102 | |
| ALZHEIMER'S RESEARCH FOUNDATION | |||||||
| 17901 HUNTING BOW CIRCLE | LUTZ | FL | 33558 | PC | CHARITABLE SUPPORT | $100 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | PC | CHARITABLE SUPPORT | $100 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500380839 | PC | CHARITABLE SUPPORT | $100 | |
| BETHEL WOODS CENTER FOR THE ARTS | |||||||
| PO BOX 222 | LIBERTY | NY | 12754 | PC | CHARITABLE SUPPORT | $2,200 | |
| BOSTON UNIVERSITY | |||||||
| COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | CHARITABLE SUPPORT | $2,000 | |
| CLARKSON UNIVERSITY | |||||||
| 8 CLARKSON AVE | POTSDAM | NY | 13699 | PC | CHARITABLE SUPPORT | $3,500 | |
| FEED THE CHILDREN | |||||||
| 333 N MERIDIAN AVE | OKLAHOMA CITY | OK | 73107 | PC | CHARITABLE SUPPORT | $100 | |
| FLORIDA SHERIFF'S ASSOCIATION | |||||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | PC | CHARITABLE SUPPORT | $50 | |
| FLORIDA STUDIO THEATRE | |||||||
| 1241 N PALM AVE | SARASOTA | FL | 34236 | PC | CHARITABLE SUPPORT | $664 | |
| GARNETT HEALTH FOUNDATION | |||||||
| 707 E MAIN STREET | MIDDLETOWN | NY | 10940 | PC | CHARITABLE SUPPORT | $6,500 | |
| GOSHEN ECUN FOOD PANTRY | |||||||
| 33 PARK PL | GOSHEN | NY | 10924 | PC | CHARITABLE SUPPORT | $100 | |
| GOSHEN EMS | |||||||
| 15 NEW ST | GOSHEN | NY | 10924 | PC | CHARITABLE SUPPORT | $50 | |
| GOSHEN HISTORICAL TRACK | |||||||
| 44 PARK PL | GOSHEN | NY | 10924 | PC | CHARITABLE SUPPORT | $175 | |
| GOSHEN ROTARY FOUNDATION | |||||||
| OP BOX 563 | GOSHEN | NY | 10924 | PC | CHARITABLE SUPPORT | $100 | |
| GOSHEN ROTARY SCHOLARSHIP | |||||||
| 247 SCOTCHTOWN ROAD | GOSHEN | NY | 10924 | PC | CHARITABLE SUPPORT | $20,000 | |
| HARNESS RACING MUSEUM | |||||||
| 240 MAIN ST | GOSHEN | NY | 10924 | PC | CHARITABLE SUPPORT | $100 | |
| HOSPICE OF ORANGE & SULLIVAN | |||||||
| 800 STONEY BROOK CT | NEWBURGH | NY | 12550 | PC | CHARITABLE SUPPORT | $775 | |
| HOUGHTON UNIVERSITY | |||||||
| 9771 WILLARD AVE | HOUGHTON | NY | 14744 | PC | CHARITABLE SUPPORT | $2,000 | |
| LAKE WALLENPAUPACK WATERS | |||||||
| PO BOX 143 | HAWLEY | PA | 18428 | PC | CHARITABLE SUPPORT | $100 | |
| MAKE A WISH SOUTHERN FLORIDA | |||||||
| 4491 SOUTH STATE ROAD | FT LAUDERDALE | FL | 33314 | PC | CHARITABLE SUPPORT | $100 | |
| MARCH OF DIMES | |||||||
| 515 MADISON AVE | NEW YORK | NY | 10022 | PC | CHARITABLE SUPPORT | $100 | |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | CHARITABLE SUPPORT | $100 | |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | PC | CHARITABLE SUPPORT | $100 | |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | PC | CHARITABLE SUPPORT | $50 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW | WASHINGTON | DC | 200013723 | PC | CHARITABLE SUPPORT | $35 | |
| RAILS TO TRAILS CONSERVATION | |||||||
| 2445 M STREET NW SUITE 650 | WASHINGTON | DC | 20037 | PC | CHARITABLE SUPPORT | $55 | |
| ROTARY INTERNATIONAL FOUNDATION | |||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | PC | CHARITABLE SUPPORT | $500 | |
| SARASOTA MEMORIAL HOSPITAL | |||||||
| 1700 S TAMIAMI TRAIL | SARASOTA | FL | 34239 | PC | CHARITABLE SUPPORT | $500 | |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE SUPPORT | $100 | |
| STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION | |||||||
| 17 BATTERY PLACE 210 | NEW YORK | NY | 10004 | PC | CHARITABLE SUPPORT | $500 | |
| SUNY CORTLAND | |||||||
| 22 GRAHAM AVE | CORTLAND | NY | 13045 | PC | CHARITABLE SUPPORT | $12,000 | |
| TIME USA INC | |||||||
| 255 LIBERTY ST | NEW YORK | NY | 10281 | PC | CHARITABLE SUPPORT | $40 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAR DR | TRIANGLE | VA | 22172 | PC | CHARITABLE SUPPORT | $116 | |
| TREVOR LOUGHLIN FOUNDATION | |||||||
| PO BOX 786 | ROCK HILL | NY | 12775 | PC | CHARITABLE SUPPORT | $500 | |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | PC | CHARITABLE SUPPORT | $35 | |
| AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS | |||||||
| 625 N MICHIGAN AVE SUITE 1720 | CHICAGO | IL | 60611 | PC | CHARITABLE SUPPORT | $99 | |
| BOYS AND GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | PC | CHARITABLE SUPPORT | $25 | |
| INSPRIE FOUNDATION | |||||||
| 10403 TASSEL STREET | SPRINGHILL | FL | 34608 | PC | CHARITABLE SUPPORT | $100 | |
| MEN'S HEALTH FOUNDATION | |||||||
| 9201 W SUNSET BLVD SUITE 812 | WEST HOLLYWOOD | CA | 90069 | PC | CHARITABLE SUPPORT | $40 | |
| MUSCULAR DYSTROHPY ASSOCIATION | |||||||
| 1016 W JACKSON BLVD STE 3550 PMB | CHICAGO | IL | 60607 | PC | CHARITABLE SUPPORT | $50 | 1073 |
| PACE UNIVERSITY | |||||||
| ONE PLACE PLAZA | NEW YORK | NY | 10010 | PC | CHARITABLE SUPPORT | $150 | |
| SIERRA CLUB | |||||||
| 16 MADISON SQ N FI 11 | NEW YORK | NY | 10010 | PC | CHARITABLE SUPPORT | $20 | |
| THE LIBRARY FOUNDATION OF SARASOTA COUNTY | |||||||
| 1358 FRUITVILLE ROAD SUITE 310 | SARASOTA | FL | 34236 | PC | CHARITABLE SUPPORT | $10,000 | |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | CHARITABLE SUPPORT | $50 | |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HIGHWAY | CORAL GABLES | FL | 33146 | PC | CHARITABLE SUPPORT | $2,500 | |
| US OLYMPIC AND PARALYMPIC FOUNDATION | |||||||
| I OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PC | CHARITABLE SUPPORT | $65 | |
| TOWN OF LONGBOAT KEY | |||||||
| 501 BAY ISLES RD | LONGBOAT KEY | FL | 34228 | PC | CHARITABLE SUPPORT | $2,000 | |
| TIMES HERALD RECORD | |||||||
| 40 MULBERRY ST | MIDDLETOWN | NY | 10940 | PC | CHARITABLE SUPPORT | $350 | |
| RBT CPA'S LLP | |||||||
| 11 RACQUET RD | NEWBURGH | NY | 12550 | NC | CHARITABLE SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,196 | 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 | $9,243 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,676 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,248 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,167 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | THOMAS V GUARINO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 LONGBOAT CLUB ROAD APT 601N | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,557 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100 SHS MICROSOFT CORP, 200 SHS NVIDIA CORP, AND 100 SHS OF ORACLE CORP | NoncashPropertyDesc |
| Fair Market Value | $103,557 | FairMarketValueAmt |
| Received | 2025-07-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EAGLE PT CT CO LLC COM | $10,605 | $4,032 |
| MORGAN STANLEY 8.000% 02/28/28 | $24,927 | $26,128 |
| MORGAN STANLEY 7.936% 09/27/28 | $9,842 | $9,523 |
| MORGAN STANLEY 9.776% 07/31/30 | $21,116 | $20,125 |
| MORGAN STANLEY 9.000% 06/30/31 | $24,073 | $22,406 |
| MORGAN STANLEY 7.236% 03/30/32 | $23,969 | $18,913 |
| CREDIT SUISSE 0.000% 04/29/31 | $9,848 | $7,963 |
| MORGAN STANLEY 6.110$ 03/31/35 | $9,143 | $7,388 |
| CITIGROUP GLOBAL 8.500% 11/21/38 | $24,636 | $23,034 |
| CITIGROUP GLOBAL 8.000% 01/31/35 | $9,924 | $9,408 |
| SOCIETE GENERALE MED 9.000% 02/01/35 | $9,924 | $9,869 |
| SOCIETE GENERALE MED 0.000% 03/01/35 | $24,770 | $24,145 |
| CITIGROUP GLOBAL 10.000 01/23/43 | $38,646 | $44,901 |
| SOCIETE GENERALE MED 0.000% 07/29/2038 | $14,710 | $15,552 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INV COM | $674 | $1,828 |
| ALPHABET INC | $20,996 | $125,200 |
| ANNALY CAP MGMT INC | $10,211 | $6,708 |
| APPLE INC | $19,311 | $108,744 |
| ARES CAP CORP | $10,473 | $12,138 |
| AT&T | $9,662 | $9,762 |
| BANK AMERICA CORP | $1,602 | $11,000 |
| BLACKSTONE MTG TR INC | $10,001 | $6,696 |
| BOEING CO | $5,181 | $21,712 |
| CHEVRON CORP | $3,230 | $15,241 |
| CIGNA CORP | $3,279 | $4,954 |
| CISCO SYSTEMS | $2,603 | $30,812 |
| CORTEVA INC COM | $498 | $2,212 |
| CVS CORP | $1,501 | $9,920 |
| DOW INC COM | $973 | $772 |
| EMERSON ELECTRIC CO | $4,888 | $13,272 |
| ENBRIDGE INC | $3,546 | $5,309 |
| ENTERPRISE PRODS PARTNERS LP COM | $2,027 | $4,809 |
| HALLIBURTON CO | $1,417 | $5,652 |
| HOME DEPOT | $15,780 | $189,255 |
| INTEL CORP | $4,371 | $7,380 |
| INTERNATIONAL BUSINESS MACHINES CORP | $12,724 | $29,621 |
| INTL FLAVORS & FRAGRANCES INC | $1,386 | $1,550 |
| JOHNSON & JOHNSON | $5,222 | $15,935 |
| JP MORGAN CHASE | $4,129 | $32,222 |
| KENVUE INC COM | $1,491 | $3,174 |
| MERCK & CO INC | $3,956 | $10,526 |
| MICROSOFT CORP | $22,313 | $435,257 |
| NEXPOINT CR STRATEGIES FD COM | $211 | $46 |
| NORFOLK SOUTHERN CORP | $5,789 | $28,872 |
| ORACLE CORP | $1,634 | $38,982 |
| PESICO INC | $3,493 | $7,176 |
| PFIZER INC | $3,303 | $3,735 |
| PPL CORP | $2,709 | $3,502 |
| PROCTER & GAMBLE | $3,467 | $7,166 |
| ROYAL DUTCH SHELL | $6,833 | $7,348 |
| SUNOCO LP COM | $11,348 | $20,964 |
| SYSCO CORP | $3,091 | $7,369 |
| THERMO FISHER SCIENTIFIC INC | $8,331 | $144,862 |
| VERIZON COMMUNICATIONS | $11,007 | $10,183 |
| NVIDIA CORP | $3,280 | $37,300 |
| RITHM CAPITAL CORP | $10,266 | $7,630 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADJUSTMENT | Desc |
| Amt | $110,364 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE ACCOUNT | $300 | $300 | $0 |
| PARTNERSHIP DEDUCTIONS | $233 | $233 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PERSHING - 0097 | $4,893 | $4,893 | $4,893 |
| ENTERPRISE PRODUCTS PARTNERS | -$50 | -$50 | -$50 |
| SUNOCO LP | $405 | $405 | $405 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $577 | $0 | $577 |
| FOREIGN TAX | $1,366 | $1,366 | $0 |