2024-05-13T08:11:06-05:00 2023-12-31 593616320 DEE & ASSOCIATES PA 2425 TAMIAMI TRAIL NORTH STE 214 NAPLES FL 341034478 990PF 2023-01-01 266688253 GREGORY D AND KIMBERLEE K WHITE FOUNDATION GREG 7347773484 410 PALM CIRCLE WEST NAPLES FL 34102 GREGORY D WHITE TRUSTEE 7347773484 2024-05-08 1 GREGORY WHITE XXX-XX-XXXX 1 KELLY R DEE P00336142 2392626921 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1052212 X X 30301 30301 22154 329667 22154 11873 0 0 64328 52455 0 0 0 0 0 3350 3350 0 0 2615 1137 0 0 8180 8180 0 0 14145 12667 0 0 48005 48005 62150 12667 0 48005 2178 39788 0 17101 29753 29753 871843 861369 1022459 888944 891122 1052212 0 0 X 0 0 0 0 888944 891122 888944 891122 888944 891122 888944 2178 0 891122 0 891122 PUBICLY TRADED SECURITIES 34866 40340 -5474 -5474 PUBICLY TRADED SECURITIES 40532 45644 -5112 -5112 PUBICLY TRADED SECURITIES 254265 221529 32736 32736 CAPITAL GAINS DIVIDENDS P 4 4 4 22154 553 0 553 0 553 1320 0 0 0 1320 0 767 767 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A GREGORY D WHITE 7347773484 410 PALM CIRCLE WEST NAPLES FL 34102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GREGORY D WHITE 410 PALM CIRCLE WEST NAPLES FL 34102 TRUSTEE 1.00 0 0 0 KIMBERLEE K WHITE 410 PALM CIRCLE WEST NAPLES FL 34102 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 978837 23427 0 1002264 0 0 1002264 15034 987230 49362 49362 553 553 48809 0 48809 0 48809 48005 0 48005 48809 31683 0 0 48005 31683 0 0 16322 0 0 0 0 0 0 0 0 32487 0 0 0 X CANCER ALLIANCE OF NAPLES 3384 WOODS EDGE CIR 102 BONITA SPRINGS FL 34134 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 2500 CHADTOUGH DEFEAT DIPG FOUNDATION PO BOX 907 SALINE MI 48176 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 205 COMMUNITY SCHOOL OF NAPLES 13275 LIVINGSTON ROAD NAPLES FL 34109 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 5000 CONSERVANCY OF SW FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 1000 DUNDEE COMMUNITY SCHOOLS 420 YPSILANTI STREET DUNDEE MI 48131 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 1000 EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GLENVIEW IL 60026 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 200 FIRST UNITED METHODIST CHURCH 512 N MAIN ST HIGH POINT NC 27260 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 100 GABBYS LADDER 431 EAST ELM MONROE MI 48162 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 10000 GRACE PLACE FOR CHILDREN AND FAMILIES INC 4300 21ST AVENUE SW NAPLES FL 34116 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 650 HIGH POINT UNIVERSITY ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 5000 NEIGHBORHOOD HEALTH CLINICS 88 12TH STREET N SUITE 100 NAPLES FL 34102 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 5000 PREVENT CHILD ABUSE AMERICA 33 N DEARBORN ST SUITE 2300 CHICAGO IL 60602 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 500 TERRA COTTA GOLF CHARITIES 9325 COLLIER BLVD NAPLES FL 34114 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 5000 THE MALALA FUND PO BOX 70280 PHILADELPHIA PA 191760280 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 5000 THE SHELTER PO BOX 10102 NAPLES FL 34101 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 650 TUNNELS TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 5000 VALERIE'S HOME 819 MYRTLE TERRACE NAPLES FL 34103 NONE PUBLIC CHARITY FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE 1200 48005 0 14 30301 18 22154 OTHER INCOME 11873 11873 52455 0 64328 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3350 3350 0 0 MUTUAL FUNDS 642823 620248 EQUITIES 218546 402211 INVESTMENT EXPENSES 8180 8180 0 0 OTHER INCOME 11873 0 0 FOREIGN TAXES 1137 1137 0 0 EXCISE TAX 1478 0 0 0