2025-07-03T07:41:58-05:00 2024-12-31 593490483 James W Walker PA 3960 Radio Road Suite 201 Naples FL 341043746 990PF 2024-01-01 656270910 John B & Nancy K Dee Foundation JOHN 2394042736 13915 Old Coast Road 1702 Naples FL 341108737 Shauna Dee Trustee 2394042736 2025-07-03 1 0 X James W Walker CPA P00182925 2396495588 2024 2025-03-06 01:10:19Z X X 4773280 X 0 X 132769 132769 0 2840000 0 57731 57731 190500 190500 0 0 0 2490 2240 250 2616 0 0 5106 2240 250 273100 273100 278206 2240 273350 -87706 188260 162369 2859549 2859549 669 2782269 0 0 314108 314108 1913731 3259415 3173657 4773280 0 1948 0 1948 X 0 0 0 0 3259415 3171709 3259415 3171709 3259415 3173657 3259415 -87706 0 3171709 0 3171709 40,000 U.S. Treasury Notes P 2023-09-28 2024-08-31 40000 40000 0 0 2,800,000 U.S. Treasury Notes P 2023-09-28 2024-08-31 2800000 2800000 0 0 0 2617 0 2617 0 2617 669 0 4588 0 5257 0 2640 2640 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A Shauna M Dee 2394042736 13915 Old Coast Road 1702 Naples FL 341108737 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Shauna Dee 13915 Old Coast Rd Unit 1702 Naples FL 34110 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 3875135 1008906 0 4884041 0 0 4884041 73261 4810780 240539 240539 2617 2617 237922 0 237922 0 237922 273350 0 273350 237922 0 0 2275014 188603 31167 958 2495742 273350 0 0 0 237922 35428 0 0 2531170 0 0 0 0 0 0 0 2531170 2275014 188603 31167 958 35428 Shauna Dee Shauna M Dee 13915 Old Coast Rd Unit 1702 Naples FL 34110 2394042736 Signed request letter from 501 (c) (3) organization including copy of exemption letter. NONE NONE Artis - Naples 5833 Pelican Bay Boulevard Naples FL 34108 None Public Charity General Fund - To assist artists & arts education and museum preservation. 10000 Avow Hospice 1095 Whippoorwill Lane Naples FL 34105 None Public Charity General Fund - Life-limited illness care 10000 Bentley Village Foundation 701 Retreat Drive Naples FL 34110 None Public Charity General Fund - Philanthropic programs and educational scholarships 5000 Cancer Alliance Network 3384 Woods Edge Circle 102 Bonita Springs FL 34134 None Public Charity General Fund - Provides non-medical financial aid for basic living expenses. 10000 Catholic Charities Diocese of Venice 1000 Pinebrook Rd Venice FL 342856426 None Public Charity General Fund - Family crisis services 15000 Catholic Charities Twin Cities 1007 East 14th Street Minneapolis MN 55404 None Public Charity General Fund - Provides help to prevent poverty. 10000 Collier County Honor Flight Inc PO Box 8001 Naples FL 34101 None Public Charity General Fund - To transport local Veterans to Washington DC to visit memorial dedicated to their service.service. 5000 Collier Harvest Foundation PO Box 11143 Naples FL 34101 None Private foundation General Fund - Provides healthy and nutrious food to hungry neighbors. 5000 Forecast Public Art 2380 Wycliff Street 200 St Paul MN 55114 None Public Charity General Fund - Provide funding, training, opportunities to promote artists. 10000 Guadalupe Center 509 Hope Circle Immokalee FL 34142 None Public Charity Contribute to Guadalupe Center's Aqua event for education & support programs for children in Immokalee. 20000 Habitat for Hummanity 11145 Tamiami Trail East Naples FL 34113 None Public Charity Support housing initiatives for lower income persons 20000 Harry Chapin Food Bank of Southwest Florida 3940 Prospect Ave 101 Naples FL 34104 None Public Charity General Fund - Food bank. 10000 Headwaters Music & Arts 519 Minnesota Ave NW Bemidji MN 56601 None Public Charity General Fund - Offers private lessons in music and arts. 5000 Hearts and Homes for Veterans 2230 Alicia Street Fort Myers FL 33901 None Public Charity General Fund - Provide support for homeless veterans & their families in need of necessities to live. 5000 Hope for Haiti Dept 0286 PO Box 413026 Naples FL 34101 None Public Charity Support patient care in third world areas 10000 Hunger Homeless Coalition of Collier County PO Box 9202 Naples FL 34101 None Public Charity General Fund - To suport planning, delivery and coordination of services to homeless. 5000 JUXTA Position Art 2007 Emerson Avenue North Minneapolis MN 55411 None Private foundation Support mentoring of young artists and storage of Public Art Library 5000 NAMI Collier County 5025 Castello Dr Suite 101 Naples FL 34103 None Public Charity General Fund - Mental health support, advocacy and eduation for adults & childern in Collier County, FL. 5000 Partners for Breast Cancer Care Inc 9470 Healthpark Circle Fort Myers FL 33908 None Public Charity General Fund - Provide screening, testing and treatment for underserved in community. 3000 Quail Creek Country Club Foundation Inc 13300 Valewood Drive Naples FL 34119 None Private foundation General Fund - Provide financial aid and assistance to the sick, disabled and needy. 5000 Second Harvest Heartland 7101 Winnetka Ave N Brooklyn Park MN 55428 None Public Charity General Fund - To assist needy families and individuals. 5000 St John the Evangelist 625 111th Avenue North Naples FL 34108 None Church Support of Parish Activities 20000 St John the Evangelist 625 111th Avenue North Naples FL 34108 None Church General Fund - To provide links and tools for those needing food, shelter, or addiction recovery.General Fund - To provide for Rectory campaign. 10100 St Jude Children's Research Hospital 501 St Jude Place Memphis TN 38105 None Public Charity General Fund - Medical Research and Treatment 15000 St Vincent de Paul Society 4451 Mercantile Ave Naples FL 34104 None Public Charity General Fund - Food Pantry, personal assistance and meals on wheels programs to assist the needy 5000 United Arts Collier 340 Tamiami Trail N 201 Naples FL 34102 None Public Charity General Fund - To provide art education for all including underserved population of the community. 10000 University of Notre Dame (President's Circle) 400 Main Building Notre Dame IN 46556 None Public Charity General Fund - Support of educational and organizational programs 25000 Warrior Homes of Collier PO Box 10434 Naples FL 34101 None Public Charity General Fund - To assist with the needs of Veterans and their families. 5000 Watermark Art Center 505 Bemidji Ave N Bemidji MN 56601 None Public Charity General Fund - Encourage the growth and development of art in the community. 5000 273100 0 132769 57731 0 0 190500 190500 1 N/A 0 0 0 0 0 0 0 0 0 0 Accounting fees 2490 2240 250 2,000 shs Cisco Systems, Inc. 56242 118400 530 shs General Dynamics 37383 139650 1,784 shs (RTX)Rayteon Technologies Co. 53760 206444 1,900 shs Sysco Corp 56051 145274 345 shs Travelers Companies 12603 83107 340 shs Deere & Co. 9902 144058 920 shs L3 Harris Technologies Inc. 47523 193458 810 shs Microsoft Corp. 19991 341415 515 shs Parker-Hannifin Corp. 20307 327555 1,700 shs United Parcel Service CL B 346 214370 Treasury Notes market discount on sales 57731 57731 57731 Federal excise tax payable 0 1948 John B Dee 13915 Old Coast Rd Unit 1072 Naples FL 34110 Federal excise tax 2616 0 0