2025-07-01T08:11:32-05:00 2024-12-31 592840381 PHILLIPS FELDMAN GROUP 801 LAUREL OAK DRIVE SUITE 303 NAPLES FL 341082764 990PF 2024-01-01 363743267 THE BUCCINO FOUNDATION BUCC 9179913410 14483 MARSALA WAY NAPLES FL 34109 GERALD BUCCINO PRESIDENT 9179913410 2025-07-01 1 0 NATHAN A PHILLIPS CPA P00189856 2395661600 2024 2025-03-06 01:10:19Z X 1488641 X 40000 5655 5655 23894 23894 14306 341877 14306 83855 43855 0 0 0 3898 1949 1949 3130 1565 1565 11433 11433 0 10764 10764 0 15664 7830 7834 44889 33541 11348 102400 102400 147289 33541 113748 -63434 10314 4927 4062 4062 6643 11837 11837 155742 78062 79538 1084937 1094854 1393204 1719 1719 1252249 1188815 1488641 0 0 X 0 0 0 0 1252249 1188815 1252249 1188815 1252249 1188815 1252249 -63434 0 1188815 0 1188815 CHARLES SCHWAB P 2024-01-01 2024-12-31 317420 304257 13163 13163 CHARLES SCHWAB P 2023-01-01 2024-12-31 24457 23172 1285 1285 BOOK VS TAX DIFFERENCE 2024 GAINS P 2024-01-01 2024-12-31 142 -142 -142 14306 143 0 143 0 143 0 0 0 0 0 0 143 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A JENNIFER BUCCINO 7738246148 14483 MARSALA WAY NAPLES FL 34109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GERALD P BUCCINO 14483 MARSALA WAY NAPLES FL 34109 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 1419931 13730 0 1433661 0 0 1433661 21505 1412156 70608 70608 143 143 70465 0 70465 0 70465 113748 0 113748 70465 0 0 78909 45223 14501 18993 58465 216091 113748 0 0 0 70465 43283 0 0 259374 0 0 0 0 0 0 78909 180465 45223 14501 18993 58465 43283 GERALD P BUCCINO GERALD P BUCCINO 14483 MARSALA WAY NAPLES FL 34109 9179913410 APPLICATIONS MUST BE SUBMITTED IN WRITING. N/A N/A SETON HALL UNIVERSITY 400 SOUTH ORANGE AVENUE JUBLIEE HALL SOUTH ORANGE NJ 07079 NONE PC UNRESTRICTED GENERAL OPERATING SUPPORT 102400 102400 0 14 5655 14 23894 18 14306 0 43855 0 43855 0 0 0 0 0 0 0 0 0 0 X X 1 GERALD P BUCCINO 14483 MARSALA WAY NAPLES FL 34109 40000 X ACCOUNTING FEES 3130 1565 1565 78062 79538 0 0 ISHARES 0-5 YEAR TIPS AT COST 41136 42453 ISHARES 1-3 YEAR TREASURY AT COST 20654 20987 SELECT SECTOR HEALTH AT COST 90031 92447 VANGUARD DIVIDEND AT COST 121117 153531 VANGUARD GROWTH ETF AT COST 426352 650137 VANGUARD HIGH DIVIDEND AT COST 117730 135756 VANGUARD SMALL CAP ETF AT COST 21101 27632 VANGUARD VALUE ETF AT COST 44391 55192 VANGUARD HIGH-YIELD CORP AT COST 40000 41692 VANGUARD INTERM-TERM BOND AT COST 85600 86352 VANGUARD TOTAL BOND MARKET AT COST 86742 87025 LEGAL FEES 3898 1949 1949 TELEPHONE 1234 617 617 DUES & SUBSCRIPTIONS 28 14 14 MEALS 4240 2120 2120 SUPPLIES 251 125 126 POSTAGE 95 47 48 INSURANCE 1122 561 561 GIFTS 293 146 147 TRAVEL 8401 4200 4201 INVESTMENT FEES 11433 11433 0 PRIOR YEAR TAXES 10764 10764 0