2026-04-21T09:48:02-07:00 2025-12-31 873974110 Corient Tax LLC 518B Riverside Avenue Westport CT 06880 990PF 2025-01-01 656449530 Liddy Family Foundation LIDD 2032268997 PO Box 2630 Westport CT 06880 Elwood B Davis Treasurer 2032268997 2026-04-19 Elwood B Davis P01265980 2032268997 2026-04-21 2025 2025-03-06 01:10:19Z X 2748305 X X 43 43 42541 42541 478560 1468736 478560 23305 0 310 521454 521144 23305 0 2000 2000 0 1555 0 0 3555 2000 0 122975 122975 126530 2000 122975 394924 519144 23305 90184 542815 542815 0 0 421290 763460 1653393 550120 552097 0 819638 0 0 0 0 0 1331112 1856395 2748305 0 0 0 0 0 X 1331112 1856395 1331112 1856395 1331112 1856395 1331112 394924 130359 1856395 1856395 US BanCorp DE P 2025-01-05 2025-08-29 21070 0 20028 1042 0 0 0 1042 American Tower Corp New REIT P 2016-09-09 2025-09-29 19472 0 11059 8413 0 0 0 8413 Berkshire Hathway Class B P 2017-09-15 2025-02-06 7148 0 2696 4452 0 0 0 4452 Berkshire Hathway Class B P 2017-09-15 2025-02-24 7458 0 2696 4762 0 0 0 4762 Berkshire Hathway Class B P 2017-09-15 2025-02-25 5047 0 1797 3250 0 0 0 3250 Berkshire Hathway Class B P 2017-09-15 2025-08-29 487617 0 170664 316953 0 0 0 316953 Edgewood Growth INSTL P 2020-12-20 2025-08-29 104914 0 113663 -8749 0 0 0 -8749 First Trust Interest Index P 2017-09-14 2025-09-09 283960 0 100844 183116 0 0 0 183116 Gabelli Asset AAA - See Attached P 2020-12-15 2025-08-15 140756 0 157235 -16479 0 0 0 -16479 T. Rowe Price Global Technology P 2021-12-16 2025-03-20 20000 0 22716 -2716 0 0 0 -2716 T. Rowe Price Global Technology P 2021-12-20 2025-04-23 83911 0 111740 -27829 0 0 0 -27829 US BanCorp DEL P 2020-12-20 2025-08-29 53900 0 28244 25656 0 0 0 25656 US BanCorp DEL P 2025-12-20 2025-09-24 41747 0 19484 22263 0 0 0 22263 Wasatch Ultra Growth Institional P 2020-12-20 2025-04-23 81736 0 117310 -35574 0 0 0 -35574 Gabelli Asset AAA P 2009-11-16 2025-09-24 110000 0 110000 0 0 0 0 0 478560 23305 7216 0 7216 0 7216 1200 1200 1200 6016 0 false false false false false false false true true FL true false false false false true N/A Elwood B Davis 2032268997 518B Riverside Ave Westport CT 06880 false false false false false false false false false false false false false false false false false false false false false Richard A Liddy 4201 Gulf Shore Blvd N Apt 902 Naples FL 34103 Director 1.00 0 0 0 Joanne S Liddy 4201 Gulf Shore Blvd N Apt 902 Naples FL 34103 Director 1.00 0 0 0 Elwood Davis PO Box 2630 Westport CT 06880 Director 1.00 0 0 0 NONE 0 NONE 0 None 0 None 0 0 2315344 253794 0 2569138 0 2569138 38537 2530601 126530 126530 7216 7216 119314 119314 119314 122975 0 122975 119314 1710 6813 17328 0 0 25851 122975 0 122975 148826 0 0 0 119314 1710 147116 6813 17328 0 0 122975 Richard A Liddy 4201 Gulfshore Blvd N Apt 902 Naples FL 34103 X Adam J Lewis Academy 500 State Street Bridgeport CT 06604 PC unrestrictedgrant 1000 American Enterprise Inst 1789 Massachusetts Ave Washington DC 20036 PC unrestrictedgrant 1000 American Diabetes Fdtn 2451 Crystal Drive Arlington VA 22202 PC unrestrictedgrant 350 American Heart Assn 7212 Greenville Ave Dallas TX 75231 PC unrestrictedgrant 500 Artist Naples Philharmonic 5833 Pelican Bay Blvd Naples FL 34108 PC unrestrictedgrant 7000 Conservancy of SW Florida 1495 Smith Preserve Way Naples FL 34102 PC unrestrictedgrant 0 Bascom Palmer Art Institute 3880 Tamiami Trail North Naples FL 34103 PC unrestrictedgrant 1500 Benedictine Sisters 31970 State Highway P clyde MO 64432 PC unrestricted grant 1200 CATO Institute 1000 Massachusetts Ave NW Washington DC 20001 PC unrestrictedgrant 2000 FGCU Foundation 10501 FGCU Blvd S Fort Myers FL 33965 PC unrestrictedgrant 0 Collier Co Comm Fdtn 1110 Pine Ridge Naples FL 34108 PC unrestrictedgrant 400 Daniel Danforth Plant Science Ctr 975 N Warson Rd St Louis MO 63132 PC unrestrictedgrant 1000 Fund For American studies 1706 New Hampshire Ave NW Washington DC 20009 PC unrestrictedgrant 1500 Gulfshore Playhouse 1010 5th Avenue south Ste 205 Naples FL 34102 PC unrestrictedgrant 3000 Habitat For Humanity 11145 Tamiani Trail E Naples FL 34113 PC unrestrictedgrant 100 Freedom Works 111 K Street Washington DC 20002 PC unrestrictedgrant 0 Hillsdale College 33 E College street Hillsdale MI 49242 PC unrestrictedgrant 3000 ISU Foundation 2505 University Blvd Ames IA 50010 PC unrestrictedgrant 11000 Asia Society 725 Park Avenue New York NY 10021 PC unrestrictedgrant 0 Judicial Watch PO Box 96234 Washington DC 20077 PC unrestrictedgrant 2000 Learning Ally 20 Roszel Road Princeton NJ 08540 PC unrestrictedgrant 300 Liberty Youth Ranch 5687 Naples Blvd Naples FL 34109 PC unrestrictedgrant 2500 Mass Eye and Ear 243 Charles Street Boston MA 02114 PC unrestrictedgrant 1500 Mayo Clinic 200 First Street SW Rochester MN 55905 PC unrestrictedgrant 1000 Memorial Sloan Kettering PO Box 5028 Hagerstown MD 21741 PC unrestrictedgrant 1500 Metropolitan Museum of Art 30 Linclon Center Plaza New York NY 10023 PC unrestrictedgrant 400 Cafe of Life Learn SW Fl 10540 Childers Street Bonita Springs FL 34135 PC unrestrictedgrant 0 National Legand & Policy center 107 Park Washington Falls Church VA 22046 PC unrestrictedgrant 500 Friends of Smithsonian PO Box 37012 MRC 712 Washington DC 200137012 PC unrestrictedgrant 0 NCH Center For Philanthropy 350 7th Street North Naples FL 34102 PC unrestrictedgrant 7500 Naples Botanical Garden 4820 Bayshore Drive Naples FL 34112 PC unrestrictedgrant 500 NYU Langone Medical Center 40 E 24th Street 3 New York NY 10016 PC unrestrictedgrant 10000 Opera Naples 2408 Linwood Avenue Naples FL 34112 PC unrestrictedgrant 16300 Lauderdale Seagull Foundation 163 Cameo Drive Ponte Vedra FL 32081 PC unrestrictedgrant 0 Paralyzed Veterans of America 801 Eighteenth Street NW Washington DC 29996 PC unrestrictedgrant 300 Rebuilding Together Denver 12567 W Cedar dr Suite 200 Denver CO 80228 PC unrestrictedgrant 10000 Salvation Army 1010 Currie Avenue Minneapolis MN 55403 PC unrestrictedgrant 1500 St Jude Childrens Hospital 220 E 42nd Street New York NY 10017 PC unrestrictedgrant 500 Sigma Phi Epsilon 310 S Arthur Ashe Blvd Richmond VA 23220 PC unrestrictedgrant 1900 Missouri History Museum 1 Fine Arts Drive St Lousi MO 63110 PC unrestrictedgrant 300 Stephen Siller Tunnel to Tower Fdtn 2361 Hylan Blvd Staten Island NY 10306 PC unrestrictedgrant 800 The Trinity Forum 1000 Vermont Ave NW Washington DC 20005 PC unrestrictedgrant 500 The American College 270 S Bryn Mawr Bryn Mawr PA 19010 PC unrestrictedgrant 10000 The Metropolitan Opera 30 Linclon Center Plaza New York NY 10023 PC unrestrictedgrant 3000 Naples United Church of Christ 5200 Crayton Road Naples FL 34103 PC unrestrictedgrant 6000 USO 9301 Jeff Fuqua Blvd Orlando FL 23827 PC unrestricted grant 100 St Louis Art Museum 1 Fine Arts drive St Louis MO 63110 PC unrestrictedgrant 0 Texas Nursing Practitioner 4425 S Mopac ExpresswayBuilding III Austin TX 78735 PC unrestrictedgrant 0 United Way of Collier county 9015 Strada Stell Court Naples FL 34109 PC unrestrictedgrant 500 Urological Research Foundation PO Box 50348 St Louis MO 63105 PC unrestrictedgrant 200 Washington University 1 Brookings Drive St Louis MO 63130 PC unrestrictedgrant 300 WGCU 10501 FGCU Blvd South Fort Myers FL 33965 PC unrestrictedgrant 1500 Webster University 470 E Lockwood Ave Webster Groves MO 63119 PC unrestrictedgrant 0 Wounded Warrior Project 4899 Belford Road Jacksonville FL 32256 PC unrestricted grant 1000 The Shelter for Abused Women and Children PO Box 10102 Naples FL 34101 PC unrestricted grant 400 National Air & space Society PO Box 98091 Washington DC 20090 PC unrestrictedgrant 400 Historic Colorado PO Box 5941 Denver CO 80217 PC unrestrictedgrant 150 National Air and Space Muesum 650 Jefferson Dr SW Washinton DC 20004 PC unrestrictedgrant 400 Denver Art Museum 100 W 14th Ave Denver CO 80204 PC unrestrictedgrant 175 Indian River County Historical Society 2336 14th Ave Vero Beach FL 32960 PC unretrictedgrant 1500 Landmark Legal Foundation 19415 Deerfield Ave Suite 312 Leesburg VA 20176 PC unrestrictedgrant 300 Naples Players 701 5th Ave S Naples FL 34102 PC unrestrictedgrant 1500 New England Air Museum 36 Perimeter Road Windsor Locks CT 06096 PC unrestrictedgrant 500 The Park Shore Fund 1110 Pine Ridge Road Suite 200 Naples FL 34108 PC unrestrictedgrant 200 Naples Council on World Affairs 5200 Crayton Road Naples FL 34103 PC unrestricted grant 500 122975 14 43 14 42541 18 477518 520102 520102 false false false false false false false false false false NFC tax prep 2000 2000 Blackrock Strategic income - 23,505 shares 230000 229643 PIMCO Diversified Income - 8,989 shares 90048 90610 PIMCO Income Fund - 21,096 shares 230072 231844 Bank of America - 4,435 shares 96739 243915 Blackstone Secured Lending - 3800 shares 106381 100054 JP Morgan - 1,000 shares 41450 322220 Chevron - 590 shares 81349 89922 Alphabet - 280 shares 13053 87640 Amazon - 520 shares 25108 120026 American Tower - 314 shares 41440 55101 ExxonMobil - 760 shares 81762 91458 Cohen & Steers Realty-1,623 shares 80048 77766 Dodge & Cox Stock - 1159 shares 13335 19229 Gabelli Asset - 1,981 shares 34 93761 iShares Expanded Tech - 550 shares 33824 58130 Vanguard Growth -243 shares 72734 118550 Wisomtree US Dividend gr - 1,964 shares 76203 175621 non-dividend distributions 310 Difference between book and market 130359 Excise taxes 1555