FITES FAMILY CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FITES FAMILY CHARITABLE TRUST (EIN 37-1375732)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349102403
- Schema version
- 2024v5.2
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:07:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362985770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELDEN FOX LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKVIEW PLAZA SUITE 710 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371375732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITES FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FITE | BusinessNameControlTxt |
| Phone | 3123420485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9943 BRASSIE BEND | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341081923 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD V FITES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3123420485 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T WOJCIK | PreparerPersonNm |
| PTIN | P01331805 | PTIN |
| Phone | 6309541400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $29,146,767 | 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 | $3,990,349 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28,890 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,890 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $475,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $475,707 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,193,799 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,801 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,512,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $522,398 | 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 | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,325 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $690,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $690,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $791,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $692,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,721,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $423,837 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,269,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $786,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $786,203 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $344,349 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $248,857 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $249,744 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,206,042 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,118,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,768,196 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,710,048 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,097,492 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,080,832 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $227,909 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $227,909 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $261,792 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,758,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,479,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,146,767 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,758,146 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,479,432 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,758,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,479,432 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,758,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,479,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,758,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,721,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,479,432 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,479,432 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6,306 SHS BAIRD CORE PLUS BOND INST | P | 2023-12-05 | 2024-06-24 | $63,000 | $62,683 | $317 | $317 |
| NORTHERN TRUST - VARIOUS SHORT-TERM | P | $376,837 | $388,502 | -$11,665 | -$11,665 | ||
| NORTHERN TRUST - VARIOUS LONG-TERM | P | $724,446 | $724,813 | -$367 | -$367 | ||
| CAPITAL GAINS DIVIDENDS | P | $29,516 | $29,516 | $29,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,801 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,891 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,891 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,878 | 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 | $13,878 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,987 | OverpaymentAmt |
| Applied To ES Tax | $7,987 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | DONALD V FITES | IndividualWithBooksNm |
| Phone | 3123420485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9943 BRASSIE BEND | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341081923 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD V FITES | ||||||||
| 9943 BRASSIE BEND | NAPLES | FL | 341081923 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDA F REED | ||||||||
| 275 THURSTON BLVD W | DAYTON | OH | 45419 | DIR./TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOYCE S HAGEN | ||||||||
| 9943 BRASSIE BEND | NAPLES | FL | 341081923 | DIR./TRUSTEE | 1.00 | $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 | $23,897,193 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $950,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,847,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,847,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $372,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,474,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,223,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,223,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,891 | TotalTaxAmt |
| Distributable Before Adj | $1,217,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,217,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,217,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $692,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $692,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,217,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $95,546 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $376,078 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,942 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $506,566 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $692,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $692,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $506,566 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $506,566 | 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 | $18,390 | 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 | DONALD V FITES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | FUND OPERATIONS OF THE ORGANIZATION | $16,000 |
| GLEN HAGEN FARM RETREAT | ||||||
| 25821 COUNTY RD 2300 N | PRINCETON | IL | 61356 | PC | FUND OPERATIONS OF THE ORGANIZATION | $25,000 |
| IMMOKALEE FOUNDATION | ||||||
| 908 ROBERTS AVE W | IMMOKALEE | FL | 34142 | PC | FUND OPERATIONS OF THE ORGANIZATION | $125,000 |
| ARTIS NAPLES | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | PC | FUND OPERATIONS OF THE ORGANIZATION | $60,000 |
| PHI KAPPA PSI FOUNDATION | ||||||
| 5395 EMERSON WAY | INDIANAPOLIS | IN | 46226 | PC | FUND OPERATIONS OF THE ORGANIZATION | $241,550 |
| VALPARAISO UNIVERSITY | ||||||
| 1700 CHAPEL DR | VALPARAISO | IN | 46383 | PC | FUND OPERATIONS OF THE ORGANIZATION | $10,000 |
| HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PC | FUND OPERATIONS OF THE ORGANIZATION | $1,500 |
| JUNIOR ACHIEVEMENT | ||||||
| 651 W WASHINGTON BLVD STE 404 | CHICAGO | IL | 60661 | PC | FUND OPERATIONS OF THE ORGANIZATION | $5,000 |
| TOMAHAWK LAKE ASSOCIATION | ||||||
| PO BOX 535 | MINOCQUA | WI | 54548 | PC | FUND OPERATIONS OF THE ORGANIZATION | $1,000 |
| VALPO VICTORY CLUB | ||||||
| 360 N 325 EAST | VALPARAISO | IN | 46383 | PC | FUND OPERATIONS OF THE ORGANIZATION | $10,000 |
| HONORABLE ORDER OF KENTUCKY COLONELS INC | ||||||
| 943 SOUTH FIRST ST | LOUISVILLE | KY | 40203 | PC | FUND OPERATIONS OF THE ORGANIZATION | $5,000 |
| HOWARD YOUNG FOUNDATION | ||||||
| PO BOX 10 | MINOCQUA | WI | 54548 | PC | FUND OPERATIONS OF THE ORGANIZATION | $10,000 |
| MAYO FOUNDATION | ||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | PC | FUND OPERATIONS OF THE ORGANIZATION | $100,000 |
| BAPTIST HEALTH FOUNDATION | ||||||
| 9601 BAPTISTY HEALTH DR | LITTLE ROCK | AR | 72205 | PC | FUND OPERATIONS OF THE ORGANIZATION | $50,000 |
| POTOWATOMI PARK FOUNDATION | ||||||
| 7731 N SHERIDAN RD | CHICAGO | IL | 60626 | PC | FUND OPERATIONS OF THE ORGANIZATION | $10,000 |
| GILDAS CLUB | ||||||
| 5347 NORTH WELLS STREET | CHICAGO | IL | 60654 | PC | FUND OPERATIONS OF THE ORGANIZATION | $2,000 |
| GIRLS ON THE RUN | ||||||
| 306 W ERIE ST SUITE 300 | CHICAGO | IL | 60654 | PC | FUND OPERATIONS OF THE ORGANIZATION | $2,000 |
| MARSHALL COUNTY HIST SOCIETY | ||||||
| 123 N MICHIGAN ST | PLYMOUTH | IN | 46563 | PC | FUND OPERATIONS OF THE ORGANIZATION | $1,000 |
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | FUND OPERATIONS OF THE ORGANIZATION | $5,000 |
| FLORIDA SHERIFFS FOUNDATION | ||||||
| 2617 MAHAN DR | TALLAHASSEE | FL | 32308 | PC | FUND OPERATIONS OF THE ORGANIZATION | $100 |
| ST PAULS CHURCH | ||||||
| 3901 DAVID BLVD | NAPLES | FL | 34104 | PC | FUND OPERATIONS OF THE ORGANIZATION | $5,000 |
| SPECIAL FORCES FOUNDATION | ||||||
| 7661 MCLAUGHLIN RD | FALCON | CO | 80831 | PC | FUND OPERATIONS OF THE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $690,150 | 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 | $28,890 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $475,707 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $522,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $522,398 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD V FITES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9943 BRASSIE BEND | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341081923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,990,349 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PGIM HIGH YIELD | $73,020 | $74,659 |
| PIMCO FLEXIBLE CREDIT INCOME | $76,238 | $76,730 |
| PIMCO INTERNATIONAL BAOND | $204,500 | $216,722 |
| PIMCO MORTAGE OPPORTUNITY | $130,000 | $129,020 |
| PIMCO REAL RETURN ISTL | $75,000 | $75,837 |
| MFB NORTHERN HIGH YIELD FIXED INCOME | $83,671 | $82,177 |
| MFC ISHARES TRUST CORE US AGGREGATE BD | $139,227 | $130,912 |
| MFC ISHARES TRUST ISHARES 5-10 YR | $513,564 | $498,256 |
| MFO BLACKROCK BDS V HIGH YIELD | $453,378 | $443,799 |
| MFC ISHARES U.S. TREASURY BOND ETF | $348,894 | $352,720 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (80 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CATERPILLAR INC | $5,660,183 | $16,053,581 |
| DIMENSIONAL US SMALL CAP | $171,555 | $198,962 |
| ISHARES RUSSEL MID CAP | $100,034 | $213,486 |
| ISHARES RUSSEL MID CAP | $12,684 | $63,882 |
| ISHARES RUSSEL MID CAP | $19,685 | $61,048 |
| SPDR S&P 500 ETF | $278,124 | $921,901 |
| VANGUARD FTSE DEVELOPED MARKETS | $200,332 | $259,997 |
| VANGUARD FTSE EMERGING MARKETS | $45,412 | $53,762 |
| BAIRD CORE PLUS BIND INST | $349,515 | $351,977 |
| DFA EMERGING MARKETS | $66,965 | $81,687 |
| DRA INTERNATIONAL CORE | $69,981 | $106,558 |
| PRINCIPAL GLOBAL REAL ESTATE | $144,613 | $148,399 |
| T ROWE PRICE GROWTH | $15,473 | $42,928 |
| GENERAL DYNAMICS CORP | $47,521 | $52,698 |
| MFC FLEXSHARES TR | $703,747 | $1,503,265 |
| MFC SPDR S&P 500 ETF | $705,263 | $1,748,863 |
| MFB NORTHERN FUNDS SMALL CAP | $383,365 | $501,312 |
| MFC SPDR S&P MIDCAP 400 ETF | $175,229 | $797,412 |
| MFC ETF ISHARES | $191,177 | $302,440 |
| MFC FLEXSHARES TR | $410,696 | $482,218 |
| AON PLC | $4,053 | $7,183 |
| LINDE PLC | $7,930 | $10,048 |
| MERCADOLIBRE INC | $5,412 | $6,802 |
| WASTE CONNECTIONS INC | $5,219 | $6,692 |
| ATLASSIAN CORP | $6,991 | $9,978 |
| ARCH CAPITAL GROUP | $9,009 | $12,098 |
| FERGUSON ENTERPRISES INC | $6,445 | $7,637 |
| STERIS INC | $6,474 | $9,045 |
| CANADIAN NAT RES LTD | $7,487 | $7,100 |
| CANADIAN PAC KANS CITY LTD | $7,019 | $11,362 |
| NOVO-NORDISK A S ADR | $10,450 | $17,376 |
| SAFRAN ADR | $13,770 | $16,350 |
| SCHNEIDER ELECTRIC SE | $5,990 | $9,680 |
| SAP SE SPONSORED ADR | $16,567 | $16,250 |
| SIEMENS ENERGY AG ADR | $10,777 | $11,349 |
| ICON PLC COM | $10,929 | $12,792 |
| FERRARI NV | $5,624 | $15,719 |
| MISTUBISHI HEAVY INDS LTD | $11,146 | $12,983 |
| ADYEN NV ADR | $8,223 | $9,617 |
| ASM INTERNATIONAL | $4,812 | $7,968 |
| ASML HOLDING | $4,182 | $10,396 |
| SEA LTD ADR | $11,143 | $17,082 |
| SPOTIFY TECHNOLOGY S A COM | $10,079 | $15,658 |
| UBS GROUP | $8,918 | $8,702 |
| ASTRAZENECA PLC | $13,420 | $13,628 |
| BAE SYS | $8,395 | $9,203 |
| COMPASS GROUP | $8,072 | $9,506 |
| EXPERIAN PLC | $4,363 | $6,751 |
| ROLLS ROYCE HOLDINGS PLC | $13,417 | $13,062 |
| 3M GROUP ADR | $11,287 | $12,927 |
| NU HOLDINGS LTD | $7,712 | $7,097 |
| MEITUAN UNSPON ADS | $11,401 | $10,905 |
| ICICI BK LTD | $7,196 | $9,794 |
| MONDAY COM LTD | $8,314 | $8,947 |
| COUPANG INC | $10,261 | $10,221 |
| TAIWAN SEMICONDUCTOR MANUFACTURING | $15,802 | $22,119 |
| ABBOTT LABORATORIES | $39,938 | $54,293 |
| ACCENTURE PLC | $34,586 | $46,788 |
| ADOBE SYS INC COM | $54,240 | $52,028 |
| AIRBNB INC | $43,252 | $44,154 |
| ALPHABET INC | $50,781 | $91,030 |
| AMAZON COM INC | $110,308 | $170,466 |
| APPLE INC | $60,912 | $67,363 |
| ELI LILLY & CO | $39,768 | $44,776 |
| MASTERCARD INC | $48,814 | $71,087 |
| MICROSOFT CORP | $73,295 | $106,640 |
| NETFLIX INC | $17,805 | $66,849 |
| ORACLE CORPORATION | $68,677 | $74,488 |
| SERVICENOW INC | $30,834 | $71,028 |
| THERMO FISHER CORP | $53,670 | $54,104 |
| UNITED HEALTH GROUP INC | $15,950 | $24,281 |
| VISA INC | $58,950 | $80,906 |
| WORKDAY INC | $36,792 | $42,317 |
| ZOETIS INC | $50,695 | $50,834 |
| COSTAR GROUP INC | $20,030 | $20,403 |
| GARTNER INC | $7,524 | $19,863 |
| MSCI INC COM | $42,347 | $49,201 |
| PAYCOM SOFTWARE INC | $23,650 | $25,621 |
| SHOPIFY INC | $43,140 | $68,370 |
| NOVO-NORDISK | $23,170 | $20,903 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $248,857 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $249,744 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MFC FLEXHARES TR MORNINGSTAR GLOBAL UPSTREAM | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $227,909 | BookValueAmt |
| EOYFMV | $261,792 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL ADVISORY FEES | CategoryTxt |
| Amt | $91,486 | Amt |
| Net Investment Income | $91,486 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $4,325 | Amt |
| Net Investment Income | $4,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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