2025-07-28T13:48:26-04:00 2024-12-31 592312507 MCDONALD & OSBORNE PA 9120 CORSEA DEL FONTANA WAY NAPLES FL 34109 990PF 2024-01-01 207198610 SUWYN FAMILY FOUNDATION SUWY 2392923222 2207 VIEWPOINT DRIVE UNIT 3631 NAPLES FL 34110 MARK A SUWYN TRUSTEE 2392923222 2025-07-15 true true L DANIEL OSBORNE CPA P00415000 2392548161 2025-07-15 2024 2025-03-06 01:10:19Z X X 1502064 X 100000 17533 17533 16594 15982 38612 270728 117 172739 33632 12165 12165 187 1213 1213 13565 13378 0 65000 65000 78565 13378 65000 94174 20254 37097 24240 24240 10000 75000 75000 214709 224709 206398 429403 443539 750995 196603 218638 188464 243856 239332 256145 822 822 1131668 1226280 1502064 0 X 1131668 1226280 1131668 1226280 1131668 1226280 1131668 94174 1507 1227349 1069 1226280 117 282 282 282 822 822 540 540 false false false false false false false true true true false false false false true N/A LARRY DANIEL OSBORNE 2392548161 9120 CORSEA DEL FONTANA WAY NAPLES FL 34109 false false false false false false false false false false false false false false false false false false false false MARK A SUWYN 2207 VIEWPOINT DRIVE UNIT 3631 NAPLES FL 34110 TRUSTEE 000.00 0 0 0 PATRICIA L SUWYN 2207 VIEWPOINT DRIVE UNIT 3631 NAPLES FL 34110 TRUSTEE 000.00 0 0 0 MARK D SUWYN 425 SUNCREST BOULEVARD SAVANNAH GA 31410 TRUSTEE 000.00 0 0 0 KIMBERLY BOCKIUS-SUWYN 425 SUNCREST BOULEVARD SAVANNAH GA 31410 TRUSTEE, SEC 000.00 0 0 0 JEFFREY SUWYN 14 EQUESTRIAN CIRCLE HOCKESSIN DE 19707 TRUSTEE 000.00 0 0 0 HILARY SUWYN 14 EQUESTRIAN CIRCLE HOCKESSIN DE 19707 TRUSTEE, TRE 000.00 0 0 0 MICHELLE GARDINER 2 TODD COURT COHASSET MA 02025 TRUSTEE, VIC 000.00 0 0 0 CHRISTOPHER GARDINER 2 TODD COURT COHASSET MA 02025 TRUSTEE 000.00 0 0 0 NONE NONE PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). N/A 1333039 36621 0 1369660 1369660 20545 1349115 67456 67456 282 282 67174 67174 67174 65000 65000 67174 43050 65000 43050 21950 45224 X LEE HEALTH FOUNDATION LEE HEALTH FOUNDATION 9800 SOUTH HEALTH PARK DR 9800 SOUTH HEALTH PARK DR FORT MYERS FL 33908 DONEE PC PROVIDE HEALTH CARE TO COMMUNITY 4000 YWCA OF DELAWARE YWCA OF DELAWARE 100 W 10TH ST STE 515 100 W 10TH ST STE 515 WILMINGTON DE 19801 DONEE PC COMMUNITY PROGRAMS 1000 VWF POST 5892 VWF POST 5892 PO BOX 231 PO BOX 231 HOCKESSIN DE 19707 DONEE PC VETERANS SERVICES & SUPPORT 3000 DELAWARE SPCA DELAWARE SPCA 455 STANTON CHRISTIANA RD 455 STANTON CHRISTIANA RD NEWARK DE 19713 DONEE PC PREVENTION OF ANIMAL CRUELTY 2000 WILMINGTON CHRISTIAN SCHOOL WILMINGTON CHRISTIAN SCHOOL 825 LOVEVILLE ROAD 825 LOVEVILLE ROAD HOCKESSIN DE 19707 DONEE PC PRIMARY EDUCATION PROGRAMS 3000 SUPPORTING KIDDS SUPPORTING KIDDS 1213 OLD LANCASTER PIKE 1213 OLD LANCASTER PIKE HOCKESSIN DE 19707 DONEE PC GRIEF SUPPORT - AND HEALING 2000 WE ARE THE VILLAGE FOUNDATION WE ARE THE VILLAGE FOUNDATION PO BOX 24 PO BOX 24 LYNCHBURG VA 24505 DONEE PC EDUCATIONAL DEVELOPMENT 3000 PURPOSE PREPATORY ACADEMY PURPOSE PREPATORY ACADEMY 220 VENTURE CIRCLE 220 VENTURE CIRCLE NASHVILLE TN 37228 DONEE PC PUBLIC CHARTER SCHOOL 1000 REPURPOSE SAVANNAH REPURPOSE SAVANNAH 2302 EAST GWINNETT STREET 2303 EAST GWINNETT STREET SAVANNAH GA 31404 DONEE PC SAVING HISTORIC BUILDINGS 5250 GLBTQ LEGAL ADVOCATES & DEFENDERS GLBTQ LEGAL ADVOCATES & DEFENDERS 18 TREMONT SUITE 950 18 TREMONT SUITE 950 BOSTON MA 02108 DONEE PC LEGAL ADVOCATES & DEFENDERS 4250 FRIENDS OF WALTHAM FAMILY SCHOOL FRIENDS OF WALTHAM FAMILY SCHOOL 510 MOODY STREET 510 MOODY STREET WALTHAM MA 02453 DONEE PC PRIMARY SCHOOL EVEN START PROGRAM 1000 GOODWILL OF SOUTHEAST GEORGIA GOODWILL OF SOUTHEAST GEORGIA 7220 SALLIE MOOD DRIVE 7220 SALLIE MOOD DRIVE SAVANNAH GA 31406 DONEE PC ERADICATING POVERTY FOR DISABLED 3500 TEAM SAVANNAH INC TEAM SAVANNAH INC PO BOX 2139 PO BOX 2139 SAVANNAH GA 31419 DONEE PC FOSTERING AMATEUR SPORTS 1000 SAVANNAH BOOK FESTIVAL SAVANNAH BOOK FESTIVAL 37 WEST FAIRMONT AVE 216 37 WEST FAIRMONT AVE 216 SAVANNAH GA 31406 DONEE PC PROMOTE READING WRITING CIVIL DISCOU 2750 ARTS BONITA ARTS BONITA 26100 OLD 41 ROAD 26100 OLD 41 ROAD BONITA SPRINGS FL 34135 DONEE PC COMMUNITY ART PROGRAMS 3000 LITERACY COUNCIL OF GULF COAST LITERACY COUNCIL OF GULF COAST 26820 OLD 41 ROAD 26820 OLD 41 ROAD BONITA SPRINGS FL 34135 DONEE PC COMMUNITY LITERACY SKILLS & EDUCATIO 3000 SPORTS DISCIPLE SPORTS DISCIPLE 10221 RIVER ROAD 59623 10221 RIVER ROAD 59623 POTOMAC MD 20859 DONEE PC CHRISTIAN COMMUNITY OUTREACH 5000 ALL THINGS KABUKI INC ALL THINGS KABUKI INC 5155 E CAPON CIRCLE 5155 E CAPON CIRCLE WASILLA AK 99654 DONEE PC KABUKI SYNDROME AWARENESS & SUPPORT 5000 BOSTON CHILDREN'S HOSPITAL TRUST BOSTON CHILDREN'S HOSPITAL TRUST 401 PARK DRIVE STE 602 401 PARK DRIVE STE 602 BOSTON MA 02215 DONEE PC KABUKI SYNDROME CARE & MANAGMENT 5000 THE NEW LIFE CENTER THE NEW LIFE CENTER 4100 CLARKSVILLE PIKE 4100 CLARKSVILLE PIKE NASHVILLE TN 37218 DONEE PC MEN CENTERED SKILLS HEALTH & SHELTER 3250 THE BROKEN BROWN EGG THE BROKEN BROWN EGG 10812 S PEORIA ST 10812 S PEORIA ST CHICAGO IL 60643 DONEE PC REPRODUCTIVE JUSTICE HEALTH EQUITY 1000 TRINITY COMMUNITY CHURCH TRINITY COMMUNITY CHURCH 6580 LANCASTER PIKE 6580 LANDCASTER PIKE HOCKESSIN DE 19707 DONEE PC CHRISTIAN COMMUNITY OUTREACH 3000 65000 14 17533 14 16594 18 38612 72739 72739 false false false false false false false false false false X X 1 JONI BURKETT 2337 VINE ST DENVER CO 80205 100000 X 150 SHS ALIBABA GROUP HLDG LTD F PURCHASE 2024-08 12166 13455 -1289 50 SHS BLACKSTONE INC PURCHASE 2024-09 7234 2041 5193 200 CANADIAN SOLAR INC F PURCHASE 2024-11 2442 3678 -1236 200 CANADIAN SOLAR INC F PURCHASE 2024-11 2442 6793 -4351 200 CVS HEALTH CORP PURCHASE 2024-05 10896 13566 -2670 25 GE VERNOVA INC PURCHASE 2024-09 5981 863 5118 800 ISHARES GLOBAL CLEAN PURCHASE 2024-04 11328 8344 2984 150 MATTHEWS CHINA ACTIVE 2024-03 PURCHASE 2024-06 3083 2853 230 10 NETFLIX INC PURCHASE 2024-04 5652 2914 2738 10 NVIDIA CORP 2019-02 PURCHASE 2024-02 7358 397 6961 5 NIVIDIA CORP 2019-02 PURCHASE 2024-06 6116 199 5917 100 PAYPAL HOLDINGS INCORP PURCHASE 2024-01 6264 5985 279 150 PAYPAL HOLDINGS INCORP PURCHASE 2024-01 9396 13332 -3936 50 RTX CORP 2019-01 PURCHASE 2024-09 5975 3431 2544 700 SCHWAB US SMALL CAP ETF PURCHASE 2024-02 33348 32194 1154 50 SPOTIFY TECHNOLOGY F PURCHASE 2024-01 10294 4891 5403 150 STARBUCKS CORP PURCHASE 2024-01 13981 9542 4439 75 STATE STREET CORP 2023-05 PURCHASE 2024-01 5609 5069 540 75 STATE STREET CORP 2023-01 PURCHASE 2024-01 5609 6489 -880 100 SWEETGREEN INC 2022-02 PURCHASE 2024-04 2229 2803 -574 100 SWEETGREEN INC 2022-11 PURCHASE 2024-05 3297 1345 1952 100 UNIVERSAL HLTH SVCS PURCHASE 2024-01 15685 10035 5650 50 WELLTOWER INC 2018-04 PURCHASE 2004-09 6422 2731 3691 500 XTRCKR HRVST CSI 300 PURCHASE 2024-03 12404 15060 -2656 100 XTRCKR HRVST CSI 300 2020-05 PURCHASE 2024-06 2452 2799 -347 15,000 FEDERAL FARM CR 6.22% 2023-05 PURCHASE 2024-01 15000 15024 -24 30,000 US TREASURY BILL MATURED PURCHASE 2024-01 30000 30000 10,000 SCHWAB GOVERNMENT MONEY 2023-05 PURCHASE 2024-04 10000 10000 1,500 NETWORK INTL HLDGS PLC F PURCHASE 2024-10 7948 6283 1665 CHARLES SCHWAB 218638 188464 CHARLES SCHWAB - EQUITIES 443539 750995 224709 206398 CHARLES SCHWAB-EXCHANGE TRADED FDS AT COST 180196 190493 CHARLES SCHWAB - OTHER ASSETS AT COST 59136 65652 ESTIMATED FED TAX PAYMENTS 822 822 INTEREST 11 NON-DIVIDEND DISTRIBUTIONS 612 CAP GAIN DISTRIBUTIONS 117 FOREIGN FEES 51 FEDERAL TAX PAID 278 EXPENSES FOREIGN INVESTMENT FEES 33 33 OTHER EXPENSES 1180 1180 DIVIDEND INCOME ON BOOK NOT ON RETURN 221 FOREIGN TAX ON RETURN NOT ON BOOK 186 PY FEDERAL TAX PAID 1100 ADVISOR MANAGEMENT FEES 12165 12165 CHARLES SCHWAB FOREIGN TAX PAID 187