2024-12-19T11:13:31-05:00 2024-08-31 272133142 EDWARD J BECK CPA LLC 7351 OFFICE PARK PLACE SUITE 149 MELBOURNE FL 329408229 990PF 2023-09-01 271149168 THE SUE BASSETT FOUNDATION INC C/O GRAY ROBINSON PA SUEB 3217278100 1795 WEST NASA BLVD MELBOURNE FL 32901 ERIK P SHUMAN ESQ PRESIDENT/DIRECTOR 3217278100 2024-12-03 true EDWARD J BECK CPA P00368649 3216842223 2024-12-19 2023 2024-10-15 13:58:12Z X 5975113 X 4823918 7700 2840 47870 47870 -881 68224 4878607 50710 6747 3374 3373 2435 2191 244 24465 24465 41 41 11788 11788 45476 30071 15405 0 0 45476 30071 15405 4833131 20639 5274 132864 132864 12483 346788 352752 110 110 110 109839 3581870 4413769 115944 1015149 1075618 243650 5076781 5975113 0 X 243650 5076781 243650 5076781 243650 5076781 243650 4833131 5076781 5076781 287 287 287 264 3000 3264 2977 2977 false false false false false false false true true FL true false false false false true N/A ERIK P SHUMAN ESQ 3217278100 C/O GRAY ROBINSON PA 1795 WEST NASA BLVD MELBOURNE FL 32901 false false false false false false false false false false false false false false false false false false false false ERIK P SHUMAN ESQ C/O GRAY ROBINSON PA 1795 WEST NASA BLVD MELBOURNE FL 32901 PRESIDENT/DI 1.00 0 0 0 BRIGGS KILBOURNE 7115 SOUTH TROPICAL TRAIL MERRITT ISLAND FL 32952 VP/SECRETARY 1.00 0 0 0 BRIAN FISHER 4075 DOMAIN CT MELBOURNE FL 32934 TREASURER/DI 1.00 0 0 0 DARCY HOPKINS AFMAN 8717 LAUREL RIDGE DRIVE SE ALTO MI 49302 DIRECTOR 1.00 0 0 0 MEREDITH HOPKINS GREEN 1375 CEPHEUS COURT MERRITT ISLAND FL 32953 DIRECTOR 1.00 0 0 0 NONE NONE N/A 2795898 83482 0 2879380 2879380 43191 2836189 141809 141809 287 287 141522 141522 141522 15405 15405 141522 191582 3848 7860 6780 210070 15405 15405 126117 126117 83953 0 65465 18488 3848 7860 6780 FOUNDATION ADMINISTRATOR PO BOX 1870 MELBOURNE FL 32902 3217278100 THE FOUNDATION WILL ACCEPT GRANT APPLICATIONS AT ANYTIME DURING THE YEAR. TO INITIATE THE PROCESS, APPLICANTS MUST REQUEST A PRELIMINARY APPLICATION FORM BY CONTACTING THE FOUNDATION. WHEN COMPLETED AND RETURNED TO THE FOUNDATION, THE TRUSTEES WILL DETERMINE IF THEY ARE INTERESTED IN PURSING THE REQUEST FURTHER. IF INTERESTED, THEY WILL INVITE THE GRANT SEEKER TO SUBMIT A GRANT APPLICATION, PROVIDING MORE DETAILED INFORMATION. NONE GRANTS MAY ONLY BE AWARDED TO SECTION 501(C)(3) ORGANIZATIONS THAT PROVIDE ASSISTANCE AND BENEFITS TO WILDLIFE AND DOMESTICATED ANIMALS RESIDING IN BREVARD COUNTY, FLORIDA. 14 2840 4860 14 47870 -881 50710 3979 54689 false false false false false false false false false false X X 1 SUZANNE BASSETT TRUST C/O GRAY ROBINSON PA 1795 WEST NASA BLVD MELBOURNE FL 32901 4823918 X X 1 2000 SHS EQUITABLE HOLDINGS INC 45640 2024-02-29 1 7404 SHS RTX CORP 663917 2024-02-29 1 2630 SHS LORD ABBETT BOND 18441 2024-02-29 1 1374 SHS NUVEEN ALLAMER 14073 2024-02-29 1 280 SHS BROADCOM INC 46466 2024-08-20 1 480 SHS DISNEY (WALT) CO COM STK 43075 2024-08-20 1 400 SHS HONEYWELL INTL INC DEL 8080 2024-08-20 1 57 SHS JOHNSON AND JOHNSON COM 9129 2024-08-20 1 30 SHS TARGET CORP COM 4330 2024-08-20 1 6659 SHS CHEVRON CORP 1012235 2024-02-29 1 3835 SHS NEUBERGER BERMAN HIGH 28842 2024-02-29 1 2265 SHS COLUMBIA STRATEGIC 47817 2024-02-29 1 35200 SHS DN JP MORGAN CHASE 5K 35992 2024-08-20 1 400 SHS BOEING COMPANY 68840 2024-08-20 1 802 SHS EXXON MOBIL CORP COM 91893 2024-08-20 1 505 SHS HEWLETT PACKARD 9479 2024-08-20 1 24 SHS ELI LILLY & CO 22799 2024-08-20 1 116 SHS TORONTO DOMINION BANK 6894 2024-08-20 1 4181 SHS M&T BANK CORPORATION 584253 2024-02-29 1 4115 SHS NEUBERGER BERMAN STRATE 39961 2024-02-29 1 2007 SHS EATON VANCE NATIONAL 19568 2024-02-29 1 206 SHS AMN ELEC POWER CO 20114 2024-08-20 1 173 SHS BRISTOL-MYERS SQUIBB CO 8474 2024-08-20 1 58 SHS EATON CORP PLC 17182 2024-08-20 1 22 SHS HOME DEPOT INC 8080 2024-08-20 1 144 SHS MEDTRONIC PLCSHS 12295 2024-08-20 1 86 SHS UNITED PARCEL SVC CL B 11084 2024-08-20 1 1109 SHS MICROSOFT CORP 458727 2024-02-29 1 1214 SHS FRANKLIN CONVERTIBLE 25466 2024-02-29 1 4707 SHS PIONEER MULTI ASSET 45473 2024-02-29 1 60 SHS AMER EXPRESS COMPANY 15185 2024-08-20 1 298 SHS CSX CORP 10007 2024-08-20 1 138 SHS FIRSTENERGY CORP 5960 2024-08-20 1 404 SHS JANUS HENDERSON SHORT 19727 2024-08-20 1 137 SHS MAGNA INTL INC CL A VTG 5572 2024-08-20 1 33 SHS UNITEDHEALTH GROUP INC 19161 2024-08-20 1 1621 SHS PROCTER & GAMBLE CO 257642 2024-02-29 1 1441 SHS JANUS HENDERSON GLOBAL 106574 2024-02-29 1 8475 SHS LORD ABBETT SHORT 32548 2024-02-29 1 27 SHS AMGEN INC COM 8871 2024-08-20 1 185 SHS DUKE ENERGY CORP NEW 20790 2024-08-20 1 640 SHS GUARDANT HEALTH INC 17715 2024-08-20 1 328 SHS INTL BUSINESS MACHINES 64298 2024-08-20 1 27 SHS MCDONALDS CORP COM 7712 2024-08-20 1 1200 SHS UNIVERSAL CORP VA 63000 2024-08-20 1 29333 SHS FIDELITY ADV MUNICIPAL 359916 2024-02-29 1 2893 SHS THORNBURG INVSMT INCOME 69524 2024-02-29 1 2645 SHS NEUBERGER BERMAN LARGE 110427 2024-02-29 1 600 SHS ARCHER DANIELS MIDLD 35406 2024-08-20 1 30 SHS DEERE CO. 11178 2024-08-20 1 50 SHS GENL DYNAMICS CORP COM 14790 2024-08-20 1 242 SHS JPMORGAN CHASE & CO 51914 2024-08-20 1 39 SHS PEPSICO INC 6858 2024-08-20 1 1 SHS THORNBURG INVSMT INCOME FD 26 2024-08-20 INDIRECT ACCOUNTING FEES 2435 2191 244 48 SHS BUNGE GLOBAL SA 2019-08 PURCHASE 2024-01 4276 2768 1508 106 SHS ISHARES TIPS PURCHASE 2024-02 11051 12036 -985 253 SHS FIRST TR TCW OPP FIXED PURCHASE 2024-02 10765 11216 -451 150 SHS ARM HOLDINGS PL C PURCHASE 2024-03 19967 19694 273 106 SHS ISHARES TIPS PURCHASE 2024-03 11227 12036 -809 253 SHS FIRST TR TCW OPP FIXED PURCHASE 2024-03 10938 10938 BASIS ADJUSTMENT FOR 1099-B CORR PURCHASE 417 -417 32.000 ABBVIE INC COM (ABBV) 2794 6282 256.000 AMERICAN ELEC PWR CO INC (AE 19362 25672 60.000 AMERICAN EXPRESS COMPANY (AXP 9741 15519 45.000 AMGEN INC (AMGN) 8417 15022 24.000 APPLE INC (AAPL) 1305 5496 600.000 ARCHER DANIELS MIDLD (ADM) 44268 36594 150.000 ARM HLDGS PLC SPONS ADR (ARM 19694 19932 136.000 BANK OF AMERICA CORP (BAC) 3688 5542 7.000 BLACKROCK INC (BLK) 3046 6313 400.000 BOEING COMPANY (BA) 82540 69496 173.000 BRISTOL-MYERS SQUIBB CO (BMY 11403 8641 340.000 BROADCOM INC (AVGO) 13523 55359 0.000 BUNGE LTD (BG) 6685.000 CHEVRON CORP (CVX) 959465 989046 100.000 CISCOSYS INC (CSCO) 3331 5054 78.000 COCA COLA CO (KO) 4059 5653 56.000 COLGATE PALMOLIVE CO 4729 5964 40.000 CROWN CASTLE INC (CCI) 4987 4481 298.000 CSX CORP (CSX) 9343 10212 54.000 CVS HEALTH CORP COM (CVS) 4707 3091 30.000 DEERE CO (DE) 11009 11572 480.000 DISNEY (WALT) CO COM STK (DI 45182 43382 185.000 DUKE ENERGY CORP NEW (DUK) 16832 21081 58.000 EATON CORP PLC (ETN) 7277 17802 35.000 ELI LILLY& CO (LLY) 5404 33601 52.000 EMERSON ELECTRIC CO (EMR) 3204 5480 802.000 EXXON MOBIL CORP COM (XOM) 82165 94588 138.000 FIRSTENERGY CORP (FE) 5121 6061 50.000 GENL DYNAMICS CORP COM (GD) 11500 14968 640.000 GUARDANT HEALTH INC (GH) 14392 16371 505.000 HEWLETT PACKARD ENT. 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