2025-09-15T09:46:44-04:00 2025-05-31 650225494 MILLER HELMS & FOLK PA 6326 WHISKEY CREEK DR FORT MYERS FL 33919 990PF 2024-06-01 656269762 ANN L HENEGAN PRIVATE FOUNDATION ANNL 2397745586 PO BOX 8282 NAPLES FL 34101 MAUREEN A HENEGAN TRUSTEE 2392628686 2025-08-20 true KATHLEEN K JOHNSON P00486865 2394819696 2025-08-20 2024 2025-03-06 01:10:19Z X 1263171 X X 1148 1148 27559 27559 -223 654452 28484 28707 4100 4100 9062 9062 13162 13162 0 50000 50000 63162 13162 50000 -34678 15545 127730 51575 51575 827912 862846 1211596 955642 914421 1263171 0 X 955642 914421 955642 914421 955642 914421 955642 -34678 920964 6543 914421 216 216 216 216 false false false false false false false true true FL true false false false false true N/A KAREN LANNAN 2397745586 PO BOX 8282 NAPLES FL 34101 false false false false false false false true 2023 2022 2021 true false false false false false false false false false false false false MAUREEN A HENEGAN 37 PELL PLACE NEW ROCHELLE NY 10804 TRUSTEE 000.00 0 0 0 NONE NONE N/A 1188816 121428 0 1310244 1310244 19654 1290590 64530 64530 216 216 64314 64314 64314 50000 50000 64314 55124 2021 2020 41653 50000 50000 41653 41653 5124 64314 X UNIVERSITY OF MOUNT SAINT VINCENT 6301 RIVERDALE AVE RIVERDALE NY 10471 N/A 501(C)(3) SETON SCHOLARSHIPS 25000 UNIVERSITY OF MOUNT SAINT VINCENT 6301 RIVERDALE AVE RIVERDALE NY 10471 N/A 501(C)(3) GENERAL OPERATIONS 25000 50000 14 1148 14 27559 -223 IRA 25 28707 -223 28484 false false false false false false false false false false ACCOUNTING 4100 4100 BROADCOM INC 2024-07 PURCHASE 2024-08 16309 19055 -2746 FIRST TRUST ETF 2024-02 PURCHASE 2024-12 837 820 17 ISHARES 2024-02 PURCHASE 2024-12 1286 1261 25 NIKE INC 2024-02 PURCHASE 2024-07 8711 12011 -3300 SPDR S&P 500 TRUST 2024-07 PURCHASE 2024-08 38947 41557 -2610 STARBUCKS CORP 2024-02 PURCHASE 2024-07 14370 17788 -3418 VANECK VEXTORS 2024-08 PURCHASE 2024-09 15924 16182 -258 ZOETS INC 2024-02 PURCHASE 2024-07 33123 35854 -2731 AIR PRODUCTS & CHEMICALS 2012-12 PURCHASE 2024-06 14244 4046 10198 FIRST TRUST ETF 2015-11 PURCHASE 2024-12 16189 17039 -850 ISHARES CORE 2017-11 PURCHASE 2024-12 15724 16505 -781 NIKE INC 2019-08 PURCHASE 2024-07 2178 2386 -208 NORFOLK SOUTHERN 2018-04 PURCHASE 2024-10 18371 10332 8039 PPG INDUSTRIES 2021-10 PURCHASE 2024-12 6431 7684 -1253 PEPSICO 2019-08 PURCHASE 2024-12 14460 14996 -536 UNITED HEALTH GROUP 2022-05 PURCHASE 2024-12 12084 12058 26 SPDR S&P 500 TRUST 2025-04 PURCHASE 2025-05 158212 144310 13902 SEE ATTACHED CLARITY STATEMENT APRIL 2024-02 PURCHASE 2025-04 91509 105768 -14259 SEE ATTACHED CLARITY STATEMENT APRIL 2025-01 PURCHASE 2025-04 73397 75064 -1667 CONSTELLATION ENERGY 2025-02 PURCHASE 2025-03 6719 10120 -3401 COMCAST 2020-04 PURCHASE 2025-02 12365 14248 -1883 MICROSOFT CORP 2014-12 PURCHASE 2025-02 13156 3789 9367 SPDR S&P 500 TRUST 2024-12 PURCHASE 2025-01 69906 71802 -1896 SECURITIES 862846 1211596 BOOK/TAX DIFFERNCE 6543 WELLS FARGO - FEES AS AGENT 9062 9062