2026-09-23T07:16:26-05:00 2025-12-31 341897225 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 990PF 2025-01-01 872820936 THE JAMES J KNIPPER FAMILY FOUNDATION INC JAME 9089022163 4855 TECHNOLOGY WAY 630 BOCA RATON FL 33431 JAMES KNIPPER PRESIDENT 9089022163 2026-09-22 1 ELENA RAMOS P01487907 2392632111 2026-09-22 2025 X X 1199302 X 1030897 15178 15178 624640 2264121 624640 1670715 639818 0 0 0 2400 2400 0 3783 3783 0 6183 6183 0 805000 805000 811183 6183 805000 859532 633635 29635 835 835 500321 750000 750000 139341 141967 447000 0 1467 1467 669297 894269 1199302 0 0 X 0 0 0 0 669297 894269 669297 894269 669297 894269 669297 859532 0 1528829 634560 894269 PERSHING 7954 878194 875739 2455 2455 PERSHING 7954 1385927 763742 622185 622185 624640 8808 0 8808 0 8808 5535 0 0 0 5535 0 3273 0 0 0 0 0 0 0 0 0 0 1 1 FL 0 0 0 0 0 1 N/A THE FOUNDATION 9089022163 4855 TECHNOLOGY WAY 630 BOCA RATON FL 33431 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES KNIPPER 781 CAXAMBAS DRIVE MARCO ISLAND FL 34145 PRESIDENT 0.50 0 0 0 JENNIFER BIALOWAS 7855 TECHNOLOGY WAYE STE 630 BOCA RATON FL 33431 SECRETARY 0.50 0 0 0 NONE 0 NONE 0 0 542079 23665 0 565744 0 0 565744 8486 557258 27863 27863 8808 8808 19055 0 19055 0 19055 805000 0 805000 19055 0 0 7857 6770 445147 459774 805000 0 0 0 19055 785945 0 0 1245719 0 0 0 0 0 0 0 1245719 7857 6770 445147 785945 JAMES KNIPPER X CATHOLIC CHARITIES DIOCESE OF TRENTON 383 WEST STATE STREET TRENTON NJ 08607 NONE PC TO FURTHER ORGANIZATION'S MISSION 55000 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE PC TO FURTHER ORGANIZATION'S MISSION 750000 805000 0 14 15178 18 624640 0 639818 0 639818 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES KNIPPER 781 CAXAMBAS DRIVE MARCO ISLAND FL 34145 241234 X 2 JAMES KNIPPER 781 CAXAMBAS DRIVE MARCO ISLAND FL 34145 754076 X 3 JAMES KNIPPER 781 CAXAMBAS DRIVE MARCO ISLAND FL 34145 35587 X 1 1,470 SHARES OF VTV STOCK 241234 2025-04-25 2 2,234 SHARES OF VTV STOCK 754076 2025-12-10 ACCOUNTING 2400 2400 0 NOT REQUIRED FOR STATE OF FLORIDA AMENDED RETURN FORM 990-PF, BOX G THE AMENDED RETURN IS BEING FILED PRIMARILY TO CORRECT AND PROPERLY REPORT INVESTMENT INCOME RELATED TO XYZ INVESTMENT. SUBSEQUENT TO THE FILING OF THE ORIGINAL RETURN, THE ORGANIZATION BECAME AWARE OF A SCHEDULE K-1 ISSUED WITH RESPECT TO THIS INVESTMENT. THE AMENDED RETURN HAS BEEN PREPARED TO REFLECT THE INFORMATION REPORTED ON THE SCHEDULE K-1 AND TO PROPERLY REPORT THE RELATED INVESTMENT INCOME AND RESULTING TAX CONSEQUENCES.THE FOLLOWING AMOUNTS HAVE BEEN REVISED FROM THOSE REPORTED ON THE ORIGINAL RETURN:PART I ANALYSIS OF REVENUE AND EXPENSES LINE 4(A)(B): REVISED FROM $9,751 TO $15,178. LINE 11(A)(B): REVISED FROM $307,659 TO $0. LINE 12(A): REVISED FROM $1,972,947 TO $1,670,715. LINE 12(B): REVISED FROM $942,050 TO $639,818. LINE 23(A)(B): REVISED FROM $982 TO $3,783. LINE 26(A): REVISED FROM $808,382 TO $811,183. LINE 26(B): REVISED FROM $3,382 TO $6,183. LINE 27(A): REVISED FROM $1,164,565 TO $859,532. LINE 27(B): REVISED FROM $938,668 TO $633,635.PART II BALANCE SHEETS LINE 13(B): REVISED FROM $447,000 TO $141,967. LINES 28(B), 29(B), AND 30(B): REVISED FROM $1,199,302 TO $894,269.PART III ANALYSIS OF CHANGES IN NET ASSETS OR FUND BALANCES LINE 2: REVISED FROM $1,164,565 TO $859,532. LINE 6: REVISED FROM $1,199,302 TO $894,269.PART V EXCISE TAX BASED ON INVESTMENT INCOME LINES 1A, 3, AND 5: REVISED FROM $13,047 TO $8,808. LINE 7 TAX PAID WITH ORIGINAL RETURN: REVISED FROM $7,512 TO $0, AS NO PAYMENT WAS MADE WITH THE ORIGINAL RETURN. LINE 9: REVIED FROM $7,512 TO $3,273.PART X MINIMUM INVESTMENT RETURN LINE 2A: REVISED FROM $13,047 TO $8,808. LINES 3, 5, AND 7: REVISED FROM $14,816 TO $8,808.PART XII DISTRIBUTABLE AMOUNT LINES 1D AND 4D: REVISED FROM $14,816 TO $19,055. LINES 4E AND 10E: REVISED FROM $790,184 TO $785,945. LINES 6 AND 9: REVISED FROM $1,249,958 TO $1,245,719.PART XV-A STATEMENTS REGARDING ACTIVITIES LINE 4D: REVISED FROM $9,751 TO $15,178. LINE 17D: REVISED FROM $307,659 TO $0. LINE 13: REVISED FROM $942,050 TO $639,818. PUBLICLY TRADED SECURITIES 750000 750000 INVESTMENT IN CRISTCOT AT COST 141967 447000 DIVIDENDS RECEIVABLE 0 1467 1467 UNREALIZED GAINS AND LOSSES 634560 MANAGEMENT FEES 3783 3783 0