2024-02-23T16:51:26-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990PF 2023-01-01 593650218 THE JOANNE & JOHN DALLEPEZZE FOUNDATION JOAN 2393313243 81 SEAGATE DRIVE 1701 NAPLES FL 34103 JOHN R DALLEPEZZE PRESIDENT 2393313245 2024-02-12 1 JOHN DALLEPEZZE 999009999 0 KEVIN P CAIRNS CPA P00227652 2392628686 2024-02-12 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1238427 X X 19386 19386 394352 420093 394352 413738 413738 0 0 0 1858 929 929 9787 61 0 11645 990 929 483056 483056 494701 990 483985 -80963 412748 144603 99208 99208 3569 13396 3569 3569 279639 253898 1135650 437638 356675 1238427 1000 1000 1000 1000 X 0 0 0 0 436638 355675 436638 355675 437638 356675 436638 -80963 0 355675 0 355675 1,900 SHS OF APPLE INC. 2004-10-18 2023-12-31 298548 543 298005 298005 300 SHS OF SPY 2008-12-02 2023-01-27 121545 25198 96347 96347 394352 5737 0 5737 0 5737 8000 0 0 0 8000 0 2263 2263 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A JOANNE JOHN DALLEPEZZE FOUNDATION 2393313245 81 SEAGATE DRIVE 1701 NAPLES FL 34103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN R DALLEPEZZE 81 SEAGATE DRIVE 1701 NAPLES FL 34103 PRESIDENT, SECR, & TREAS. 6.00 0 0 0 GEORGIA D DALLEPEZZE 81 SEAGATE DRIVE 1701 NAPLES FL 34103 DIRECTOR 6.00 0 0 0 PETER A DALLEPEZZE 307 GREENBELT DR HOUSTON TX 77079 DIRECTOR 6.00 0 0 0 NONE 0 NONE 0 0 1128748 109004 0 1237752 0 0 1237752 18566 1219186 60959 60959 5737 5737 55222 0 55222 0 55222 483985 0 483985 55222 0 0 425997 532193 516801 414794 476468 2366253 483985 0 0 0 55222 428763 0 0 2795016 0 0 0 0 0 0 425997 2369019 532193 516801 414794 476468 428763 JOHN R DALLEPEZZE GEORGIA D DALLEPEZZE X ALZHEIMER'S ASSOCIATION 225 NORTH MICHIGAN AVENUE CHICAGO IL 60601 N/A PC TO SUPPORT ALZHEIMER RESEARCH 5000 AMERICAN CANCER SOCIETY 5020 TAMIAMI TRAIL STE 108 NAPLES FL 34103 N/A PC TO SUPPORT CANCER RESEARCH. 29100 AMERICAN RED CROSS 6310 TECHSTER BLVD STE 7 FORT MYERS FL 337424150 N/A PC TO SUPPORT HEALTH, HUMAN 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238 MAIN STREET STE200 CAMBRIDGE MA 02142 N/A PC TO SUPPORT EDUCATION. 1000 NATIONAL AUDUBON SOCIETY 4500 BISCAYNE BLVD STE 205 MIAMI FL 33137 N/A PC TO SUPPORT CONSERVATION. 5000 NATIONWIDE CHILDRENS HOSPITAL 700 CHILDRENS PLACE COLUMBUS OH 43205 N/A PC TO SUPPORT MEDICAL AND HUMAN SERVICES PROGRAMS. 3000 NCH HEALTHCARE PO BOX 234 NAPLES FL 34106 N/A PC TO SUPPORT HEALTH CARE. 7500 NEW ALBANY COMMUNITY FOUNDATION 220 MARKET STREET STE 205 NEW ALBANY OH 43054 N/A PC TO SUPPORT HUMAN SERVICES AND EDUCATION. 11500 OHIO HEALTHKOBACKER HOUSE 180 EAST BROAD STREET 31ST FLOOR COLUMBUS OH 43215 N/A PC TO SUPPORT HEALTH CARE. 5000 OHIO STATE UNIVERSITY PO BOX 182646 COLUMBUS OH 432182646 N/A PC TO SUPPORT EDUCATION. 1600 OHIO UNIVERSITY PO BOX 869 ATHENS OH 45701 N/A PC TO SUPPORT EDUCATION. 5000 PLANNED PARENTHOOD 206 EAST STATE STREET COLUMBUS OH 43215 N/A PC TO SUPPORT HEALTH, HUMAN SERVICES AND WELFARE PROGRAMS. 10000 POLK FOUNDTAION PO BOX 12099 COLUMBUS OH 43212 N/A PC TO SUPPORT HEALTH, HUMAN SERVICES AND WELFARE. 2000 PREP FOR PREP 328 WEST 71ST STREET NEW YORK NY 10023 N/A PC TO SUPPORT HEALTH, HUMAN SERVICES AND WELFARE PROGRAMS. 5000 PRINCETON UNIVERSITY PO BOX 5357 PRINCETON NJ 085435357 N/A PC TO SUPPORT EDUCATION. 11200 RED DOOR COMMUNITY 195 WEST HOUSTON STREET NEW YORK NY 100144803 N/A PC TO SUPPORT HUMAN SERVICES 5000 SHELTER FOR ABUSED WOMEN PO BOX 10102 NAPLES FL 34101 N/A PC TO SUPPORT HEALTH, HUMAN SERVICES AND WELFARE PROGRAMS. 19731 SOUTHERN OHIO PGA 60 S CENTRAL AVE FAIRBORN OH 45324 N/A PC TO SUPPORT HEALTH, HUMAN SERVICES, AND WELFARE 525 SPRING BRANCH EDUCATION FOUNDATION 955 CAMPBELL ROAD STE 205 HOUSTON TX 77024 N/A PC TO SUPPORT EDUCATION. 20350 483056 0 14 19386 18 394352 0 413738 0 413738 0 0 0 0 0 0 0 0 0 0 UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) WE ELECT TO TREAT EXCESS QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUS. 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