2026-04-16T15:16:53-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990PF 2025-01-01 263615824 JEFF AND SHELLEY SHINN FOUNDATION JEFF 8159622311 289 FLAMINGO AVENUE NAPLES FL 34108 SHELLEY SHINN TRUSTEE 8159622311 2026-04-13 1 AMELIA COOPER P00437898 2392628686 2026-04-13 2025 2025-03-06 01:10:19Z X 518812 X X 16472 16742 30523 63723 30523 46995 47265 0 0 0 2302 1151 1151 200 100 100 15 0 15 2517 1251 1266 45903 45903 48420 1251 47169 -1425 46014 16016 8425 8425 67366 42314 69922 292802 314285 440465 0 9735 0 376184 374759 518812 0 0 X 0 0 0 0 376184 374759 376184 374759 376184 374759 376184 -1425 0 374759 0 374759 PUBLICLY TRADED SECURITIES 49753 33200 16553 16553 CAPITAL GAINS DIVIDENDS P 13970 13970 13970 30523 640 0 640 0 640 0 0 0 0 0 11 651 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 513994 7774 0 521768 0 0 521768 7827 513941 25697 25697 640 640 25057 0 25057 0 25057 47169 0 47169 25057 24022 0 0 47169 24022 0 0 23147 0 0 0 0 0 0 0 0 1910 0 0 0 SHELLEY SHINN JEFF SHINN SHELLEY SHINN 289 FLAMINGO AVE NAPLES FL 34108 8159622311 WRITTEN REQUEST NONE NONE ALZHEIMER'S ASSOCIATION 1111 S ALPINE RD 307 ROCKFORD IL 61108 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 100 AMERICAN HEART ASSOCIATION 9200 ESTERO PARK COMMONS BLVD ESTERO FL 33928 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 100 BOYS AND GIRLS CLUB OF ROCKFORD 1040 N 2ND ST ROCKFORD IL 61107 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 2500 BROWN UNIVERSITY 69 BROWN ST PROVIDENCE RI 02912 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 2900 DISCOVERY CENTER MUSEUM 711 N MAIN ST ROCKFORD IL 61103 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 250 FORBES SCHOLARSHIP- UNIVERSITY CLUB OF ROCKFORD 945 N MAIN ST ROCKFORD IL 61103 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 500 GIGI'S PLAYHOUSE 8801 N 2ND ST SUITE 2 MACHESNEY PARK IL 61115 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 1000 HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 200024999 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 200 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 200 JUDICIAL WATCH 425 3RD STREET SW WASHINGTON DC 20515 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 400 LAURENT HOUSE 4646 SPRING BROOK RD ROCKFORD IL 61114 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 400 LEADERSHIP INSTITUTE 128 N CHURCH ST ROCKFORD IL 61101 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 200 NATIONAL GLAUCOMA RESEARCH 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 200 OPERATION HEALING FORCES 5100 W KENNEDY BLVD STE 100 TAMPA FL 33609 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 5000 PHANTOM REGIMENT 5608 INTERNATIONAL DRIVE ROCKFORD IL 61109 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 500 ROCKFORD PARK DISTRICT 401 S MAIN ST ROCKFORD IL 61101 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 1500 ROCKFORD UNIVERSITY 5050 EAST STATE ST ROCKFORD IL 61108 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 5500 ROSECRANCE FOUNDATION 1021 N MULFORD RD ROCKFORD IL 61107 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 7000 ST JUDE CHILDREN'S HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 100 STEADMAN PHILIPPON RESEARCH 181 WEST MEADOW DRIVE SUITE 100 VAIL CO 81657 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 1500 THE SHELTER FOR ABUSED WOMEN PO BOX 10102 NAPLES FL 34101 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 3800 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 1000 TURNING POINT USA 217 1/2 E ILLINOIS ST LEMONT IL 60439 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 250 UNIVERSITY OF WASHINGTON FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 8000 V FOUNDATION FOR CANCER RESEARCH 14600 WESTON PARKWAY CARY NC 27513 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 2000 YMCA 200 Y BLVD ROCKFORD IL 61107 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 500 YOUTH HAVEN 5867 WHITAKER ROAD NAPLES FL 34112 N/A PC UNRESTRICTED OPERATIONAL SUPPORT 303 45903 0 14 16472 18 30523 0 46995 0 46995 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2302 1151 1151 COCA-COLA CO 17268 27475 PROCTER & GAMBLE 25046 42447 CAPITAL INCOME BUILDER CI A AT COST 71738 90861 INCOME FUND OF AMERICA CI A AT COST 93420 111656 VANGUARD DIVIDEND APPRECIATION ETC AT COST 39295 121321 AMERICAN BOND FUND OF AMERICA AT COST 77363 78343 AMERICAN WASHINGTON MUTUAL INVESTORS AT COST 32469 38284 DUE FROM BROKER 0 9735 IL REGISTRATION FEE 15 0 15