2026-06-29T07:36:04-07:00 2025-12-31 814051442 MAHONY & REEVE LLC 5 COMMONWEALTH RD NATICK MA 01760 990PF 2025-01-01 046876731 HENRY SALVATORI FAMILY FOUNDATION HENR 6174809984 525 KINGS TOWN DRIVE NAPLES FL 34102 LAURIE CHAMPION TRUSTEE 6174809984 2026-05-26 William Mahony P00463247 9784409996 2026-06-29 2025 2025-03-06 01:10:19Z X 1903199 X X 10426 14341 41704 44773 87171 382307 87171 809 0 858 858 140159 147143 809 0 5028 5028 11765 11765 228 228 0 0 17021 17021 0 256500 0 273521 17021 0 -133362 130122 809 44141 29434 29434 0 0 562081 504997 796211 385775 361892 353554 0 738692 730760 720676 0 3435 3324 3324 1734124 1630407 1903199 0 0 0 0 0 X 1734124 1630407 1734124 1630407 1734124 1630407 1734124 -133362 41410 1642172 11765 1630407 MERRILL 03012 SHORT TERM P 2025-01-01 2025-12-31 68355 0 67546 809 0 0 0 809 MERRILL 03012 LONG TERM P 2024-01-01 2025-12-31 311574 0 227590 83984 0 0 0 83984 MERRILL 03012 DIVIDENDS CAPITAL GAIN P 2024-01-01 2025-12-31 2378 0 0 2378 0 0 0 2378 87171 809 1809 0 1809 0 1809 1850 0 1850 -1850 41 41 false false false false false false false true true FL true false false false false true N/A LAURIE SALVATORI CHAMPION 6174241323 525 KINGS TOWN DRIVE NAPLES FL 34102 false false false false false false false false false false false false false false false false false false false false LAURIE SALVATORI CHAMPION 525 KINGS TOWN DRIVE NAPLES FL 34102 PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 1828852 49517 0 1878369 0 1878369 28176 1850193 92510 92510 1809 1809 90701 90701 90701 0 90701 127000 131000 143500 150500 0 552000 0 0 552000 0 0 0 90701 127000 425000 131000 143500 150500 0 0 NONE NONE LAURIE SALATORI CHAMPION 525 KINGS TOWN DRIVE NAPLES FL 34102 6174241323 WRITTEN WITH PURPOSE OF CONTRIBUTION NONE NONE ARTISTS ASSOCIATION OF NANTUCKET BOX 1104 Nantucket MA 02554 PF GENERAL CONTRIBUTION 129000 DUKE UNIVERSITY 2127 CAMPUS DRIVE Durham NC 27708 PF GENERAL CONTRIBUTION 2500 NAPLES WOMENS CLUB 570 PARK STREET Naples FL 34102 PF GENERAL CONTRIBUTION 5000 NANTUCKET COTTAGE HOSPITAL 57 PROSPECT STREET Nantucket MA 02554 PF GENERAL CONTRIBUTION 50000 NANTUCKET HISTORICAL ASSOCIATION 15 BROAD STREET Nantucket MA 02554 PF GENERAL CONTRIBUTION 5000 THE LEAGUE CLUB NAPLES 5051 CASTELLO DRIVE Naples FL 34103 PF GENERAL CONTRIBUTION 15000 UNIVERSITY OF VIRGINIA LAW SCHOOL 580 MASSIE ROAD CHARLOTTESVILLE VA 22903 PF GENERAL CONTRIBUTION 2500 NAPLES COMMUNITY HOSPITAL 350 7TH STREET NORTH NAPLES FL 34102 PF GENERAL CONTRIBUTION 7500 THEATER WORKSHOP OF NANTUCKET 62 CENTRE STREET NANTUCKET MA 02554 PF GENERAL CONTRIBUTION 5000 GULFSHORE PLAYHOUSE 2640 Golden Gate Parkway Suite 211 NAPLES FL 34105 PF GENERAL CONTRIBUTION 35000 256500 14 10426 14 41704 52130 52130 false false false false false false false false false false MAHONY & REEVE TAX PREP 5028 MERRILL 03012 361892 353554 MERRILL 03012 504997 796211 339 VANGUARD HEALTH CARE ETF 76109 97581 14,168 COHEN & STEERS PREFERRED 199792 178659 22,389 LORD ABBETT SHORT DURATION 93248 87093 24,523 PIMCO INCOME FUND 290299 269508 3,909 GS GQG PARTNERS 71312 87835 ACCRUED INTEREST 3435 3324 3324 ADVISOR FEES 11765 NONDIVIDEND DISTRIBUTIONS 858 858 UNREALIZED GAINS 41410 MERRILL LYNCH ACCOUNT FEES 11765 FOREIGN TAXES 199 199 INCOME TAX 29 29