RB CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: RB CHARITABLE FOUNDATION (EIN 85-4291663)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-05
IRS object ID: 202501259349101390
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-05T14:40:30-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	541631262	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KEITER STEPHENS HURST GARY & SHREAVES	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4401 DOMINION BLVD	AddressLine1Txt
City	GLEN ALLEN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23060	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	854291663	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RB CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RBCH	BusinessNameControlTxt
Phone	5612290000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7108 FAIRWAY DRIVE SUITE 150	AddressLine1Txt
City	PALM BEACH GARDENS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33418	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	G WILLIAM MECKERT	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	5612290000	PhoneNum
Signature	2025-05-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN MURRAY	PreparerPersonNm
PTIN	P01268489	PTIN
Phone	8047470000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$186,733	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$121,665	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$6,258	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$6,258	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$94,321	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$121,475	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$94,321	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$222,244	TotalRevAndExpnssAmt
Total Net Invst Incm	$100,579	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,100	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,100	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$133	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$133	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,567	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$15	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,815	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,233	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$11,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$21,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$14,815	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$23,233	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$207,429	ExcessRevenueOverExpensesAmt
Net Investment Income	$100,579	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$35,741	CashBOYAmt
Cash EOY	$138,661	CashEOYAmt
Cash EOYFMV	$138,661	CashEOYFMVAmt
Corporate Stock BOY	$42,341	CorporateStockBOYAmt
Corporate Stock EOY	$48,072	CorporateStockEOYAmt
Corporate Stock EOYFMV	$48,072	CorporateStockEOYFMVAmt
Total Assets BOY	$78,082	TotalAssetsBOYAmt
Total Assets EOY	$186,733	TotalAssetsEOYAmt
Total Assets EOYFMV	$186,733	TotalAssetsEOYFMVAmt
Grants Payable BOY	$20,000	GrantsPayableBOYAmt
Grants Payable EOY	$10,000	GrantsPayableEOYAmt
Total Liabilities BOY	$20,000	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,000	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$58,082	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$176,733	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$58,082	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$176,733	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$78,082	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$186,733	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$58,082	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$207,429	ExcessRevenueOverExpensesAmt
Other Increases	$6,412	OtherIncreasesAmt
Subtotal	$271,923	SubtotalAmt
Other Decreases	$95,190	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$176,733	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ABBVIE INC	P	$320	$57	$263	$263
ABBVIE INC	P	$1,761	$274	$1,487	$1,487
APPLE INC	P	$12,020	$512	$11,508	$11,508
CARRIER GLOBAL CORP	P	$61	$9	$52	$52
CARRIER GLOBAL CORP	P	$978	$91	$887	$887
EXXON MOBILE	P	$2,924	$881	$2,043	$2,043
JPMORGAN CHASE & CO	P	$1,346	$316	$1,030	$1,030
JPMORGAN CHASE & CO	P	$2,499	$605	$1,894	$1,894
JPMORGAN CHASE & CO	P	$3,076	$733	$2,343	$2,343
LOWES COMPANIES INC	P	$8,451	$489	$7,962	$7,962
MCKESSON CORP	P	$5,241	$376	$4,865	$4,865
METLIFE INC	P	$1,404	$422	$982	$982
MICROSOFT CORP	P	$396	$27	$369	$369
MICROSOFT CORP	P	$3,955	$167	$3,788	$3,788
MICROSOFT CORP	P	$20,172	$1,303	$18,869	$18,869
OTIS WORLDWIDE CORP	P	$731	$127	$604	$604
TEXAS INSTRUMENTS INC	P	$880	$171	$709	$709
TEXAS INSTRUMENTS INC	P	$1,232	$120	$1,112	$1,112
TEXAS INSTRUMENTS INC	P	$1,760	$230	$1,530	$1,530
TEXAS INSTRUMENTS INC	P	$1,760	$306	$1,454	$1,454
TEXAS INSTRUMENTS INC	P	$880	$159	$721	$721
ABBVIE INC	P	$801	$215	$586	$586
AMERICAN EXPRESS CO	P	$2,784	$786	$1,998	$1,998
AUTOMATIC DATA PROCESSING INC	P	$2,919	$675	$2,244	$2,244
ISHARES S&P MID-CAP	P	$258	$208	$50	$50
JPMORGAN CHASE & CO	P	$7,114	$1,529	$5,585	$5,585
SPDR S&P 500 ETF TRUST	P	$11,053	$4,506	$6,547	$6,547
TJX COMPANIES INC	P	$6,162	$819	$5,343	$5,343
VANGUARD FTSE	P	$4,492	$3,998	$494	$494
VANGUARD INDEX	P	$149	$135	$14	$14
VANGUARD INDEX	P	$906	$806	$100	$100
VANGUARD INDEX	P	$1,668	$873	$795	$795
VANGUARD INDEX	P	$5,955	$2,982	$2,973	$2,973
VANGUARD INDEX	P	$5,367	$2,247	$3,120	$3,120

Field	Value	IRS element (for citing)
Capital Gain Net Income	$94,321	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,398	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,398	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,398	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,880	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,880	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$482	OverpaymentAmt
Applied To ES Tax	$482	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	VA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ELIZABETH STEVENS	IndividualWithBooksNm
Phone	5612290000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	7108 FAIRWAY DRIVE SUITE 150	AddressLine1Txt
City	PALM BEACH GARDENS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33418	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
REID A BROWN
7108 FAIRWAY DRIVE SUITE 150	PALM BEACH GARDENS	FL	33418	PRESIDENT	1.00	$0	$0	$0
G WILLIAM MECKERT
7108 FAIRWAY DRIVE SUITE 150	PALM BEACH GARDENS	FL	33418	VP, SECRETARY/TREASURER	1.00	$0	$0	$0
SHELLEY B RABHAN
7108 FAIRWAY DRIVE SUITE 150	PALM BEACH GARDENS	FL	33418	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$60,445	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$151,555	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$212,000	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$212,000	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,180	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$208,820	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,441	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,441	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,398	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,398	TotalTaxAmt
Distributable Before Adj	$9,043	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$9,043	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$9,043	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$23,233	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$23,233	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$9,043	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$166,400	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$179,406	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$203,219	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$549,025	TotalExcessDistributionCyovAmt
Qualifying Distributions	$23,233	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$9,043	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$14,190	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$563,215	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$563,215	ExcessDistriCyovToNextYrAmt
Excess From Year3	$166,400	ExcessFromYear3Amt
Excess From Year2	$179,406	ExcessFromYear2Amt
Excess From Year1	$203,219	ExcessFromYear1Amt
Excess From Current Year	$14,190	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COMMUNITY FOUNDATION OF LOUISVILLE
325 W MAIN STREET SUITE 1110	LOUISVILLE	KY	40202	NONE	501(C)(3)	WE DAY KENTUCKY FUND	$5,000
MERRELL FAMILY FOUNDATION
701 S OLIVE AVE 1914	WEST PALM BEACH	FL	33401	NONE	501(C)(3)	GENERAL PURPOSES	$5,000
VALOR DISCOVERY MANAGED MISSIONS
3775 GRACE BLVD	HIGHLANDS RANCH	CO	80126	NONE	501(C)(3)	GENERAL PURPOSES	$1,000
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOOR	BROOKLINE	MA	02445	NONE	501(C)(3)	GENERAL PURPOSES	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$21,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$6,258	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$94,321	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$100,579	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$100,579	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	REID ANDREW BROWN	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	7108 FAIRWAY DRIVE SUITE 150	AddressLine1Txt
City	PALM BEACH GARDENS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33418	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$121,118	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	DONATION OF VARIOUS STOCKS	NoncashPropertyDesc
Fair Market Value	$121,118	FairMarketValueAmt
Received	2024-05-01	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,100	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,100	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	VANGUARD INDEX FUNDS - MIDCAP ETF	StockNm
EOY Book Value	$48,072	EOYBookValueAmt
EOYFMV	$48,072	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	BOOK TAX DIFFERENCE IN REALIZED GAINS/LOSSES	Desc
Amt	$95,190	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS EXPENSE	Desc
Revenue And Expenses Per Books	$15	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN/LOSS	Desc
Amt	$6,412	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	CORPORATE COMPLIANCE FEES	CategoryTxt
Amt	$133	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$133	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	REID ANDREW BROWN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7108 FAIRWAY DRIVE SUITE 150	AddressLine1Txt
City	PALM BEACH GARDENS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33418	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$1,567	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt