2024-04-01T15:20:56-05:00 2023-12-31 861065772 DELOITTE TAX LLP 600 BRICKELL AVENUE SUITE 3700 MIAMI FL 33131 990PF 2023-01-01 367362355 VERNE G AND JUDITH A ISTOCK FOUNDATION VERN 3127329511 7425 PELICAN BAY BLVD 2004 NAPLES FL 34108 VERNE G ISTOCK TRUSTEE 3127329511 2024-04-01 1 VERNE ISTOCK 999009999 0 JENNIFER M RODRIGUEZ-FARRA P00469106 3053723100 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 0 X 951080 236 236 1001 1001 477302 561179 477302 1429619 478539 0 0 0 7560 0 3780 3535 0 0 15 0 0 11110 0 3780 1199129 1199129 1210239 0 1202909 219380 478539 262822 262822 0 0 0 0 X 0 0 0 0 262822 0 262822 0 262822 0 262822 219380 0 482202 482202 0 PUBLICLY TRADED SECURITIES P 561179 83877 477302 477302 477302 6652 0 6652 0 6652 5480 0 0 0 5480 X 0 1172 0 0 0 0 0 0 0 0 0 0 0 1 1 1 IL 1 0 0 0 0 0 N/A VERNE G ISTOCK 3127329511 7425 PELICAN BAY BLVD 2004 NAPLES FL 34108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VERNE G ISTOCK 7425 PELICAN BAY BLVD 2004 NAPLES FL 34108 TRUSTEE 3.00 0 0 0 JUDITH A ISTOCK 7425 PELICAN BAY BLVD 2004 NAPLES FL 34108 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 0 0 180001 0 180001 0 0 180001 2700 177301 8865 8865 6652 6652 2213 0 2213 0 2213 1202909 0 1202909 2213 0 0 1807114 604710 576991 541943 452986 3983744 1202909 0 0 951080 2213 249616 0 0 5184440 0 0 0 0 0 951080 1807114 2426246 604710 576991 541943 452986 249616 VERNE G ISTOCK X AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 1000 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 50000 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 20000 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 50000 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 500000 BOSTON UNIVERSITY-FREDERICK S PARDEE SCHOOL OF GLOBAL STUDIES 121 BAY STATE RD BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 5000 BOYS AND GIRLS CLUB OF COLLIER COUNTY 7500 DAVIS BLVD NAPLES FL 34104 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 5129 BURLINGAME HIGH SCHOOL 1 MANGINI WAY BURLINGAME CA 94010 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 8000 CHI PSI EDUCATIONAL TRUST 45 RUTLEDGE ST NASHVILLE TN 37210 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 200000 CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 5000 FRIENDSHIP CENTER OF HARBOR SPRINGS 305 WEST MAIN HARBOR SPRINGS MI 49740 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 2000 GERALD R FORD PRESIDENTIAL FOUNDATION 303 PEARL ST NW GRAND RAPIDS MI 49504 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 10000 GREAT LAKES CENTER FOR THE ARTS 800 BAY HARBOR DRIVE BAY HARBOR MI 49770 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 5000 HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVE SUITE 2700 ATLANTA GA 30303 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 25000 HARBOR SPRINGS LYRIC THEATRE 275 E MAIN ST PO BOX 345 HARBOR SPRINGS MI 49740 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 10000 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 1500 MCLAREN NORTHERN MICHIGAN FOUNDATION 360 CONNABLE AVE PETOSKEY MI 49770 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 15000 MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 1000 MERIT SCHOOL OF MUSIC 38 SOUTH PEORIA ST CHICAGO IL 60607 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 25000 MERIT SCHOOL OF MUSIC 38 SOUTH PEORIA ST CHICAGO IL 60607 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 25000 MERIT SCHOOL OF MUSIC 38 SOUTH PEORIA ST CHICAGO IL 60607 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 10000 NAPLES BOTANICAL GARDEN 4820 BAYSHORE DRIVE NAPLES FL 34112 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 3000 NATIONAL GEOGRAPHIC SOCIETY 1145 17TH STREET WASHINGTON DC 20036 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 1500 NATIONAL PARK FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 10000 NCH HEALTHCARE FOUNDATION 350 7TH ST NORTH NAPLES FL 34102 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 10000 NCH HEALTHCARE FOUNDATION 350 7TH ST NORTH NAPLES FL 34102 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 15000 NEIGHBORHOOD HEALTH CLINIC 88 12TH STREET NORTH SUITE 100 NAPLES FL 34102 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 10000 PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION 616 PETOSKEY STREET STE 203 PETOSKEY MI 49770 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 2500 PRESBYTERIAN VILLAGES 26200 LAHSER ROAD SUITE 300 SOUTHFIELD MI 48033 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 25000 PRESBYTERIAN VILLAGES 26200 LAHSER ROAD SUITE 300 SOUTHFIELD MI 48033 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 10000 PROSPECT HILL ACADEMY 50ESSEX STREET CAMBRIDGE MA 02139 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 25000 RONALD REAGAN PRESIDENTIAL FOUNDATION 40 PRESIDENTIAL DR SUITE 200 SIMI VALLEY CA 93065 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 1000 SALVATION ARMY 3180 ESTEY AVE PO BOX 8209 NAPLES FL 34101 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 5000 ST MATTHEWS HOUSE 2601 AIRPORT ROAD SOUTH NAPLES FL 34112 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 3000 TEAM BLUELINE 203 MARCIE COURT SENOIA GA 30276 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 2000 TIP OF THE MITT WATERSHED COUNCIL 426 BAY STREET PETOSKEY MI 49770 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 2500 UNITED WAY OF COLLIER COUNTY 9015 STRADA STELL COURT SUITE 204 NAPLES FL 34109 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 15000 UNITED WAY OF SOUTHEASTERN MICHIGAN 3011 W GRAND BLVD SUITE 500 DETROIT MI 48202 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 10000 UNIVERSITY OF MICHIGAN-BIOLOGICAL STATION 3003 SOUTH STATE ST SUITE 8000 ANN ARBOR MI 48109 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 30000 UNIVERSITY OF MICHIGAN-DR CONRAD A AND NANCY SMITH ISTOCK SCHOLARSHIP 3003 SOUTH STATE ST SUITE 8000 ANN ARBOR MI 48109 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 5000 UNIVERSITY OF MICHIGAN-MEN OF MICHIGAN PROSTATECANCER RESEARCH FUND 3003 SOUTH STATE ST SUITE 8000 ANN ARBOR MI 48109 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 15000 UNIVERSITY OF MICHIGAN-ARTS FOR THE DR CONRAD A & NANCY SMITH ISTOCK SCH 3003 SOUTH STATE ST SUITE 8000 ANN ARBOR MI 48109 NONE PUBLIC CHARITY CHARITABLE ASSISTANCE 25000 1199129 0 14 236 14 1001 477302 0 1237 477302 478539 3 N/A 4 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 VERNE G ISTOCK 7425 PELICAN BAY BLVD 2004 NAPLES FL 34108 566080 X 2 VERNE G ISTOCK 7425 PELICAN BAY BLVD 2004 NAPLES FL 34108 385000 X 1 FAIR MARKET VALUE OF PUBLICALLY TRADED SECURITIES1000 SHS APPLE INC. 163430 2023-04-05 1 FAIR MARKET VALUE OF PUBLICALLY TRADED SECURITIES1000 SHS JPMORGAN CHASE & CO. 127310 2023-04-05 1 FAIR MARKET VALUE OF PUBLICALLY TRADED SECURITIES1,000 SHS ROCKWELL AUTOMATION INC. 275340 2023-04-05 TAX PREPARATION FEES 7560 0 3780 N/A 0 VERNE G ISTOCK 7425 PELICAN BAY BLVD 2004 NAPLES FL 34108 ALL NONCASH ASSETS WERE PREVIOUSLY SOLD AND ALL GRANTS WERE PAID IN CASH. NO OTHER DISTRIBUTIONS WERE MADE. THE VERNE G. AND JUDITH A. ISTOCK FOUNDATION DID NOT HOLD ANY ASSETS AT THE TIME OF DISSOLUTION. 0 FORM 990PF PT XII LN 4C - ELECTION UNDER TREAS. REG. SEC. 53.4942(A)-3(D)(2). SEE ATTACHED EXHIBIT B. THE TRUSTEES OF THE VERNE G. AND JUDITH A. ISTOCK FOUNDATION RESOLVED TO TERMINATE THE FOUNDATION, EFFECTIVE DECEMBER 31, 2023. CONSEQUENTLY, THE VERNE G. AND JUDITH A. ISTOCK FOUNDATION TERMINATED ITS PRIVATE FOUNDATION STATUS EFFECTIVE DECEMBER 31, 2023, AFTER HAVING DONATED ALL REMAINING CASH TO CHARITABLE ORGANIZATIONS AS LISTED IN 990-PF PART XIV, SUPLEMENTARY INFORMATION. ALL NONCASH ASSETS WERE PREVIOUSLY SOLD AND ALL GRANTS WERE PAID IN CASH. NO OTHER DISTRIBUTIONS WERE MADE. THE VERNE G. AND JUDITH A. ISTOCK FOUNDATION DID NOT HOLD ANY ASSETS AT THE TIME OF DISSOLUTION. AS SUCH, THE VERNE G. AND JUDITH A. ISTOCK FOUNDATION IS NOT REQUIRED TO PAY ANY TERMINATION TAX UNDER INTERNAL REVENUE CODE SECTION 507. A COPY OF THE TRUSTEE RESOLUTION DATED 12/31/2023 IS ATTACHED AS EXHIBIT A. UNREALIZED GAIN ON CONTRIBUTIONS OF SHARES RECEIVED 482202 IL FILING FEES 15 0 0 FEDERAL TAX PAYMENTS 3535 0 0