2026-09-22T12:22:22-07:00 2025-12-31 650808686 David M Gruber CPA PA 9975 Tamiami Trl N Ste 2 Naples FL 34108 990PF 2025-01-01 026092543 DARALD & JULIE LIBBY FOUNDATION DARA 6034722388 1728 PERSIMMON DRIVE NAPLES FL 34109 THERESE LIBBY Trustee 2026-09-22 true DAVID M GRUBER CPA P00237160 2394302424 2025 X 1242510 X X 3 3 3 47165 47165 47165 96896 232366 96896 144064 144064 47168 3225 3225 75 75 3300 3300 0 130000 130000 133300 3300 130000 10764 140764 47168 16801 44344 4286 23677 139114 200043 255413 439308 396344 350730 297945 255339 636367 897454 919747 1242510 0 X 1295414 1317707 -397960 -397960 897454 919747 897454 919747 897454 10764 11529 919747 919747 1138.208 ISHARES SELECT DIVIDEND ETF P 2011-02-03 2025-11-25 160513 57602 102911 102911 196.634 SPDR BLOOMBERG HIGH YIELD BOND ETF P 2011-02-03 2025-11-25 18853 23797 -4944 -4944 25.142 BANGUARD SPECIALIZED FUNDS DIV APP ETF P 2011-02-03 2025-06-20 5000 1354 3646 3646 879.374 NEUBERGER BERMAN EQUITY INCOME FUND A P 2001-01-01 2025-09-17 13000 9753 3247 3247 3730.668 PIMCO HIGH YIELD INSTL P 2001-01-01 2025-05-05 30000 36702 -6702 -6702 575.374 PIMCO TOTAL RETURN INSTL P 2001-01-01 2025-03-10 5000 6262 -1262 -1262 96896 1957 1957 1957 711 3246 3957 2000 2000 false false false false false false false true true NH true false false false false true N/A THERESE LIBBY 6037144647 1728 PERSIMMON DRIVE NAPLES FL 34109 false false false false false false false false false false false false false false false false false false false false false false THERESE LIBBY 1728 PERSIMMON DRIVE NAPLES FL 34109 Trustee 1.00 0 MARTHA A DANDURAND 19406 LAUREL GLEN AVE CORNELIOUS NC 28031 Trustee 1.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 1957 1957 1957 1957 0 130000 130000 0 109000 135750 133250 156200 149550 683750 130000 0 130000 813750 0 109000 704750 135750 133250 156200 149550 130000 THERESE LIBBY 1728 PERSIMMON DRIVE NAPLES FL 34109 6037144647 LETTER STATING NEED OR USE OF FUNDS 60 DAYS PRIOR TO NEED OR USE OF FUNDS NONE ALMOST HOME RESCUE OF NEW ENGLAND PO BOX 9421 377 SOUTH PORTLAND ME 04116 NC CHARITABLE 30000 THE NAPLES PLAYERS 701 5TH AVE S NAPLES FL 34102 NC CHARITABLE 15000 UNCHAINING MOORE DOGS PO BOX 4684 PINEHURST NC 28374 NC CHARITABLE 5000 PENINSULA COMMUNITY FOUNDATION 48 QUEEN WY W HAMPTON VA 23669 NC CHARITABLE 15000 THE STUDIO PLAYERS PO BOX 7181 NAPLES FL 34101 NC CHARITABLE 9000 YMCA CAMP WOODSTOCK 50 STATEHOUSE SQ HARTFORD CT 06103 NC CHARITABLE 10000 BRIDGE OF HEARTS 124 TALBERT POINTE DR STE B MOORESVILLE NC 28117 NC CHARITABLE 5000 NAPLES ART INSITUTE 585 PARK STREET NAPLES FL 34102 NC CHARITABLE 5000 JINGLED ELVES 864 TURTLE CT NAPLES FL 34108 NC CHARITABLE 1000 SMITHVILLE COMMUNITY COALITION 21031 CATAWBA AVE STE 104 CORNELIUS NC 28031 NC CHARITABLE 10000 AMY POSOCCO LEGACY FUND MOVING MOUN 13A SYCAMORE DRIVE STORRS CT 06268 NC CHARITABLE 10000 NICK STRONG FOUNDATION 10 BARON RD FRANKLIN MA 02038 NC CHARITABLE 3000 NEIGHBORHOOD CARE CENTER 19711 SMITH CIRCLE CORNELIUS NC 28031 NC CHARITABLE 7000 ROGUE VALLEY GENEALOGICAL SOCIETY 3405 SOUTH PACIFIC HIGHWAY MEDFORD OR 97501 NC CHARITABLE 5000 130000 3 47165 96896 144064 144064 false false false false false false false false false false DAVID M GRUBER CPA 3225 3225 0 0 GOLDMAN SACHS HIGH YIELD 7121 30797 PIMCO TOTAL RETURN INSTITUTIONAL 212026 172596 PIMCO HIGH YIELD INSTITUTIONAL 177197 147337 NEUBERGER BERMAN EQUITY INCOME 105511 146694 FIDELITY BLUE CHIP GROWTH 94532 108719 SPDR SERIES TRUST BLOOMBERG BRCLYS AT COST 13769 11060 ISHARES SELECT DIVIDEND AT COST 183908 512902 VANGUARD SPECIALIZED FUNDS AT COST 17514 71469 FIDELITY MID CAP STOCK AT COST 40148 40936 STATE OF NH ANNUAL REPORT 75 75