2025-04-21T15:14:22-05:00 2024-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990PF 2024-01-01 463703833 N J AND J FAMILY FOUNDATION INC NJAN 8042703500 784 TRAMORE LANE NAPLES FL 34108 NANCY WHITE PRESIDENT 8042703500 2025-04-21 1 1 A PAUL HECKMAN P00404992 8047470000 2024 2025-03-06 01:10:19Z X 2637597 X X 4 4 69921 73038 177667 942195 177667 247592 250709 0 0 0 899 0 0 1590 0 0 26364 26364 0 247 28853 26611 0 255765 255765 284618 26611 255765 -37026 224098 92986 102458 102458 1609530 1577032 2535139 1702516 1679490 2637597 0 0 X 0 0 0 0 1702516 1679490 1702516 1679490 1702516 1679490 1702516 -37026 14000 1679490 0 1679490 ALPHABET INC P 22451 4842 17609 17609 APPLE INC P 50964 5125 45839 45839 APPLE INC P 27774 2510 25264 25264 EMBECTA CORP REG SHS P 306 466 -160 -160 EMBECTA CORP REG SHS P 178 296 -118 -118 ISHARES CORE US AGGREGATE BOND P 48935 57652 -8717 -8717 ISHARES CORE US AGGREGATE BOND P 274035 262735 11300 11300 ISHARES TR GOLDMAN SACHS CORP P 29858 29415 443 443 ISHARES RUSSELL 1000 GROWTH ETF P 41329 19845 21484 21484 ISHARES US PREFERRED STOCK ETF P 48427 58433 -10006 -10006 ISHARES FLOATING RATE BOND ETF P 41623 41382 241 241 ISHARES US PREFERRED STOCK ETF P 64569 60080 4489 4489 ISHARES FLOATING RATE BOND ETF P 133550 133086 464 464 ISHARES FLOATING RATE BOND ETF P 2298 2290 8 8 MASTERCARD INC P 15267 3271 11996 11996 MASTERCARD INC P 31012 7304 23708 23708 MICROSOFT CORP P 28199 4365 23834 23834 MICROSOFT CORP P 14445 2215 12230 12230 PIMCO INCOME FUND P 36837 39977 -3140 -3140 VANGUARD INTERMEDIATE TERM CORP P 30138 29239 899 899 177667 3115 0 3115 0 3115 2314 0 0 0 2314 0 801 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A NANCY WHITE 8042703500 784 TRAMORE LANE NAPLES FL 34108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY WHITE 784 TRAMORE LANE NAPLES FL 34108 PRESIDENT 0.50 0 0 0 JODI TIMNA 784 TRAMORE LANE NAPLES FL 34108 SECRETARY 0.50 0 0 0 JILL LEVINE 784 TRAMORE LANE NAPLES FL 34108 TREASURER 0.50 0 0 0 NONE 0 NONE 0 0 2525685 178357 0 2704042 0 0 2704042 40561 2663481 133174 133174 3115 3115 130059 0 130059 0 130059 255765 0 255765 130059 0 0 129102 72258 58501 259861 255765 0 0 0 130059 125706 0 0 385567 0 0 0 0 0 0 129102 256465 72258 58501 125706 NANCY WHITE 784 TRAMORE LANE NAPLES FL 34108 8042703500 WRITTEN FORM NO DEADLINES NO RESTRICTIONS. ARTIS NAPLES 5833 PELICAN BAY BOULEVARD NAPLES FL 34108 NONE PC GENERAL PURPOSES 10000 CONGREGATION OF BETH AHABAH 1121 W FRANKLIN STREET RICHMOND VA 23220 NONE PC GENERAL PURPOSES 53060 CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 NONE PC GENERAL PURPOSES 10400 DAVID LAWRENCE CENTER 6075 BATHEY LANE NAPLES FL 34116 NONE PC GENERAL PURPOSES 62500 JEWISH FEDERATION OF CHICAGO 30 S WELLS STREET CHICAGO IL 60602 NONE PC GENERAL PURPOSES 1000 JEWISH FEDERATION OF GREATER NAPLES 2500 VANDERBILT BEACH RD NAPLES FL 34109 NONE PC GENERAL PURPOSES 5000 NAPLES BOTANICAL GARDEN 4820 BAYSHORE DRIVE NAPLES FL 34112 NONE PC GENERAL PURPOSES 23650 NCH CENTER FOR PHILANTHROPY 350 7TH STREET N NAPLES FL 34102 NONE PC GENERAL PURPOSES 5000 NEIGHBORHOOD HEALTH CLINIC 88 12TH ST N SUITE 100 NAPLES FL 34102 NONE PC GENERAL PURPOSES 1000 SHELTER FOR ABUSED WOMEN & CHILDREN PO BOX 10102 NAPLES FL 34101 NONE PC GENERAL PURPOSES 27500 TEMPLE SHALOM CHICAGO 3480 N LAKE SHORE DRIVE CHICAGO IL 60657 NONE PC GENERAL PURPOSES 4655 TEMPLE SHALOM ENDOWMENT 4630 PINE RIDGE ROAD NAPLES FL 34119 NONE PC GENERAL PURPOSES 3000 WGCU PUBLIC MEDIA 11000 FGCU BLVD FORT MYERS FL 33965 NONE PC GENERAL PURPOSES 5000 YOUTH HAVEN 5867 WHITAKER ROAD NAPLES FL 34112 NONE PC GENERAL PURPOSES 5000 GULFSHORE PLAYHOUSE 100 GOODLETTE-FRANK ROAD NAPLES FL 34102 NONE PC GENERAL PURPOSES 25000 SUMMER OF A LIFETIME 1 N STATE ST CHICAGO IL 60602 NONE PC GENERAL PURPOSES 10000 AMERICAN CANCER SOCIETY PO BOX 6704 HAGERSTOWN MD 21741 NONE GENERAL PURPOSES 4000 255765 0 14 4 14 69921 18 177667 0 247592 0 247592 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1590 0 0 INVESTMENTS - US TRUST AT COST 1577032 2535139 LEGAL FEES 899 0 0 2024 GRANTS OUTSTANDING 14000 MANAGEMENT FEES - US TRUST 26364 26364 0