2025-04-15T12:42:09-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990PF 2024-01-01 263615824 JEFF AND SHELLEY SHINN FOUNDATION JEFF 8159622311 289 FLAMINGO AVENUE NAPLES FL 34108 SHELLEY SHINN TRUSTEE 8159622311 2025-04-15 1 0 AMELIA COOPER P00437898 2392628686 2025-04-11 2024 2025-03-06 01:10:19Z X 516808 X X 16585 16849 -17731 14702 0 1750 0 604 16849 0 0 0 2205 1102 1103 1050 0 0 15 0 15 3270 1102 1118 18500 18500 21770 1102 19618 -21166 15747 10438 16016 16016 95610 67366 109967 290996 292802 390825 397044 376184 516808 0 0 X 0 0 0 0 397044 376184 397044 376184 397044 376184 397044 -21166 306 376184 0 376184 PUBLICLY TRADED SECURITIES 8056 32433 -24377 -24377 CAPITAL GAINS DIVIDENDS P 6646 6646 6646 -17731 219 0 219 0 219 0 0 0 0 0 0 219 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A SHELLEY SHINN 8159622311 289 FLAMINGO AVE NAPLES FL 34108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHELLEY SHINN 289 FLAMINGO AVE NAPLES FL 34108 TRUSTEE/DIRECTOR 0.20 0 0 0 JEFF SHINN 289 FLAMINGO AVE NAPLES FL 34108 DIRECTOR 0.20 0 0 0 NONE 0 NONE 0 0 506858 5535 0 512393 0 0 512393 7686 504707 25235 25235 219 219 25016 1750 26766 0 26766 19618 0 19618 26766 16874 0 0 19618 16874 0 0 2744 0 0 0 0 0 0 0 0 24022 0 0 0 SHELLEY SHINN JEFF SHINN SHELLEY SHINN 289 FLAMINGO AVE NAPLES FL 34108 8159622311 WRITTEN REQUEST NONE NONE BOYS AND GIRLS CLUB OF ROCKFORD 1040 N 2ND ST ROCKFORD IL 61107 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 2500 FORBES SCHOLARSHIP- UNIVERSITY CLUB OF ROCKFORD 945 N MAIN ST ROCKFORD IL 61103 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 500 ROCKFORD FAMILY PEACE CENTER 315 N MAIN ST ROCKFORD IL 61101 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 100 ROCKFORD PUBLIC LIBRARY 215 N WYMAN ST ROCKFORD IL 61101 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 2400 ROCKFORD UNIVERSITY 5050 EAST STATE ST ROCKFORD IL 61108 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 5000 UNIVERSITY OF WASHINGTON FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 2500 UNIVERSITY OF WISCONSIN 600 HIGHLAND AVE MADISON WI 53792 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 5000 YMCA 200 Y BLVD ROCKFORD IL 61107 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 500 18500 0 14 16585 18 -17731 REFUND OF PY GRANT 900099 01 1750 0 604 0 604 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2205 1102 1103 COCA-COLA CO 22137 34065 PROCTER & GAMBLE 29400 62680 VERIZON COMMUNICATIONS 15829 13222 CAPITAL INCOME BUILDER CI A AT COST 65143 75482 INCOME FUND OF AMERICA CI A AT COST 87232 103288 VANGUARD DIVIDEND APPRECIATION ETC AT COST 37352 106270 AMERICAN BOND FUND OF AMERICA AT COST 74196 73109 AMERICAN WASHINGTON MUTUAL INVESTORS AT COST 28879 32676 IL REGISTRATION FEE 15 0 15 REFUND OF PY GRANT 1750 1750 COST BASIS ADJUSTMENT 306 EXCISE TAX 1050 0 0