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ARCHIE S WINGFIELD JR CHARITABLE TR UNDER EX A PARA E OF ARCHIE S W: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ARCHIE S WINGFIELD JR CHARITABLE TR UNDER EX A PARA E OF ARCHIE S W (EIN 30-6204728)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202541349349104684
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T16:23:25-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461585527PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OFFUTT BARTON SCHLITT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 20TH STREETAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32960ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306204728EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARCHIE S WINGFIELD JRBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUST U/A/D 5/15/1995BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlARCHBusinessNameControlTxt
Phone7722311995PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1819 BEACHLAND BOULEVARDAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES E GARRISPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7722311995PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREA B THURNPreparerPersonNm
PTINP01326005PTIN
Phone7722312100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,122,414FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$233,053DividendsRevAndExpnssAmt
Dividends Net Invst Incm$215,743DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$72,562NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,168,581GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$160,491TotalRevAndExpnssAmt
Total Net Invst Incm$215,743TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$41,010OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$41,010OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$22TaxesRevAndExpnssAmt
Taxes Net Invst Incm$22TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$29,800OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$102OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$74,832TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41,134TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$191,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$191,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$265,932TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41,134TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$195,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$105,441ExcessRevenueOverExpensesAmt
Net Investment Income$174,609NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$95,764SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$283,900SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$283,900SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$5,047AcctRcvblAmt
Acct Rcvbl BOY$3,976AcctRcvblBOYAmt
Acct Rcvbl EOY$5,047AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,047AcctRcvblEOYFMVAmt
Corporate Stock BOY$3,596,500CorporateStockBOYAmt
Corporate Stock EOY$2,780,992CorporateStockEOYAmt
Corporate Stock EOYFMV$3,905,385CorporateStockEOYFMVAmt
Corporate Bonds BOY$35,007CorporateBondsBOYAmt
Corporate Bonds EOY$33,247CorporateBondsEOYAmt
Corporate Bonds EOYFMV$36,875CorporateBondsEOYFMVAmt
Other Investments BOY$365,409OtherInvestmentsBOYAmt
Other Investments EOY$888,128OtherInvestmentsEOYAmt
Other Investments EOYFMV$891,207OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,096,656TotalAssetsBOYAmt
Total Assets EOY$3,991,314TotalAssetsEOYAmt
Total Assets EOYFMV$5,122,414TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,096,656RetainedEarningBOYAmt
Retained Earning EOY$3,991,314RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,096,656TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,991,314TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,096,656TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,991,314TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,096,656TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$105,441ExcessRevenueOverExpensesAmt
Other Increases$99OtherIncreasesAmt
Subtotal$3,991,314SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,991,314TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$21,620$21,111$509$509
PUBLICLY TRADED SECURITIESP$32,553$34,901-$2,348-$2,348
PUBLICLY TRADED SECURITIESP$593,282$668,331-$75,049-$75,049
PUBLICLY TRADED SECURITIESD$2,000$1,760$240$240
PUBLICLY TRADED SECURITIESP$517,561$515,040$2,521$2,521
CAPITAL GAINS DIVIDENDSP$1,565$1,565$1,565
FieldValueIRS element (for citing)
Capital Gain Net Income-$72,562CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,427InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,427SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,427TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,309EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,309TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$118TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES E GARRISIndividualWithBooksNm
Phone7722311995PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1819 BEACHLAND BLVDAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHARLES E GARRISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1819 BEACHLAND BLVDAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,774,522AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$232,317AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,006,839TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,006,839AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$75,103CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,931,736NetVlNoncharitableAssetsAmt
Minimum Investment Return$246,587MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$246,587MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,427TaxBasedOnInvestmentIncomeAmt
Total Tax$2,427TotalTaxAmt
Distributable Before Adj$244,160DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$244,160DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$244,160DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$195,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$195,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$244,160DistributableAsAdjustedAmt
Undistributed Income PY$189,093UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$195,100QualifyingDistributionsAmt
Applied To Year1$189,093AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,007AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$238,153UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
1000 FRIENDS OF FLORIDA INC
PO BOX 5948TALLAHASSEEFL32314NONEPUBLIC CHARITYGENERAL SUPPORT$500
ALS
3242 PARKSIDE CENTER CIRTAMPAFL33619NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
ALZHEIMER & PARKINSON OF INDIAN RIVER COUNTY INC
2300 5TH AVE SUITE 150VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
AMERICAN AIR MUSEUM IN BRITAIN
1455 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004NONEPUBLIC CHARITYGENERAL SUPPORT$210400
AMERICAN BATTLEFIELD TRUST
1140 PROFESSIONAL COURTHAGERSTOWNMD21740NONEPUBLIC CHARITYGENERAL SUPPORT$1,250
AMERICAN SECURITY COUNCIL FOUNDATION
1300 PENNSYLVANIA AVE NW STE 700WASHINGTONDC20004NONEPUBLIC CHARITYGENERAL SUPPORT$500
APPALACHIAN TRAIL CONSERVANCY
799 WASHINGTON STREETHARPERS FERRYWV25425NONEPUBLIC CHARITYGENERAL SUPPORT$250
ARBOR DAY FOUNDATION
211 N 12TH STREETLINCOLNNE68508NONEPUBLIC CHARITYGENERAL SUPPORT$350
ARMY HISTORICAL FOUNDATION
1775 LIBERTY DRIVEFORT BELVOIRVA22060NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
AUDUBON SOCIETY
225 VARICK STREET 7TH FLOORNEW YORK CITYNY10114NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
BOYS & GIRLS CLUBS OF INDIAN RIVER COUNTY
1729 17TH AVEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
CAL FARLEY'S BOYS RANCH
PO BOX 1890AMARILLOTX79105NONEPUBLIC CHARITYGENERAL SUPPORT$1,025
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
CLAREMONT INSTITUTE
937 W FOOTHILL BLVD STE ECLAREMONTCA91711NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
CO2 COALITION
1621 NORTH KENT STARLINGTONVA22209NONEPUBLIC CHARITYGENERAL SUPPORT$250
COMMEMORATIVE AIR FORCE
PO BOX 764769DALLASTX75376NONEPUBLIC CHARITYGENERAL SUPPORT$950
COMMITTEE FOR A CONSTRUCTIVE TOMORROW
1717 PENNSYLVANIA AVEWASHINGTONDC20006NONEPUBLIC CHARITYGENERAL SUPPORT$500
CRITTER HAVEN OF VERO BEACH
5300 17TH ST SWVERO BEACHFL32968NONEPUBLIC CHARITYGENERAL SUPPORT$500
CROSSOVER MISSION
4425 US HIGHWAY 1VERO BEACHFL32967NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
DOGS FOR LIFE
1230 16TH AVEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$500
DUCKS UNLIMITED INC
ONE WATERFOWL WAYMEMPHISTN38120NONEPUBLIC CHARITYGENERAL SUPPORT$100
EISENHOWER FOUNDATION
200 SE 4TH STREETABILENEKS67410NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
ELON UNIVERSITY
100 CAMPUS DRIVEELONNC27244NONEPUBLIC CHARITYGENERAL SUPPORT$5,500
ENVIRONMENTAL LEARNING CENTER
255 LIVE OAK DRIVEVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL SUPPORT$3,000
FLORIDA SHERIFFS ASSC
2617 MAHAN DRTALLAHASSEEFL32308NONEPUBLIC CHARITYGENERAL SUPPORT$100
FLORIDA SHERIFFS YOUTH RANCHES
PO BOX 2000BOYS RANCHFL32064NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
FLORIDA STATE UNIVERSITY SCHOLARSHIP
600 W COLLEGE AVETALLAHASSEEFL32306NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
FOR THE LOVE OF PAWS
12198 COUNTY ROAD 512FELLSMEREFL32948NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
FRIENDS AFTER DIAGNOSIS
2301 AVALON AVEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$500
FRIENDS OF INDIAN RIVER COUNTY LIBRARY
1670 14TH AVENUEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
FRIENDS OF NOTRE-DAME DE PARIS
PO BOX 505ETNANH03750NONEPUBLIC CHARITYGENERAL SUPPPORT$250
FRIENDS OF THE NATIONAL WORLD WAR II MEMORIAL
921 PENNSYLVANIA AVE SE UNIT 316WASHINGTONDC20003NONEPUBLIC CHARITYGENERAL SUPPORT$160
GARDEN CLUB OF IRC INC
2526 17TH AVEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$600
GEORGE MASON UNIVERSITY FOUNDATION
440 UNIVERSITY DRIVEFAIRFAXVA22030NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
GIFFORD YOUTH ACHIEVEMENT CENTER
4875 43RD AVEVERO BEACHFL32967NONEPUBLIC CHARITYGENERAL SUPPORT$500
GRAND CANYON ASSOCIATION
PO BOX 399GRAND CANYONAZ86023NONEPUBLIC CHARITYGENERAL SUPPORT$500
HABITAT FOR HUMANITY
285 PEACHTREE CENTER AVE NEATLANTAGA30303NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
HIBISCUS CHILDREN'S CENTER
1145 12TH STREETVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONEPUBLIC CHARITYGENERAL SUPPORT$200
HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY
6230 77TH STREETVERO BEACHFL32967NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
INDIAN RIVER CHARTER HIGH SCHOOL
6055 COLLEGE LANEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$15,000
INDIAN RIVER COMMUNITY FOUNDATION
5070 HWY A1AVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
INDIAN RIVER COUNTY 4-H CLUB
1028 20TH PLACE SUITE DVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$750
INDIAN RIVER COUNTY HEALTHY START COALITION
333 17TH STREET SUITE 2RVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$500
INDIAN RIVER COUNTY VOLUNTEER AMBULANCE SQUAD
3401 INDIAN RIVER DRIVE EASTVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL SUPPORT$250
INDIAN RIVER GOLF FOUNDATION
4595 22ND LANEVERO BEACHFL32966NONEPUBLIC CHARITYGENERAL SUPPORT$5,450
INDIAN RIVER HISTORICAL SOCIETY
2336 14TH AVEVERO BEACHFL32962NONEPUBLIC CHARITYGENERAL SUPPORT$500
INDIAN RIVER LAND TRUST
80 ROYAL PALM PT STE 301VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
INDIAN RIVER STATE COLLEGE
3209 VIRGINIA AVENUEFORT PIERCEFL34981NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
INSTITUTE FOR HUMANE STUDIES
3434 WASHINGTON BLVDARLINGTONVA22201NONEPUBLIC CHARITYGENERAL SUPPORT$500
JUDICIAL WATCH
425 3RD STWASHINGTONDC20024NONEPUBLIC CHARITYGENERAL SUPPORT$500
KIDS TAG ART INDIAN RIVER INC
1800 27TH ST BLDG BVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$250
LAKE WALES CARE CENTER
140 EAST PARK AVELAKE WALESFL33853NONEPUBLIC CHARITYGENERAL SUPPORT$500
LEADERSHIP INSTITUTE
1101 N HIGHLAND STREEEARLINGTONVA22201NONEPUBLIC CHARITYGENERAL SUPPORT$500
MAKE A WISH SOUTHERN FLORIDA
4491 S STATE ROAD 7 SUITE 201FORT LAUDERDALEFL33314NONEPUBLIC CHARITYGENERAL SUPPORT$100
MENTAL HEALTH ASSOCIATION OF INDIAN RIVER COUNTY
820 37TH PLACEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$500
NATIONAL ASSOCIATION OF SCHOLARS
420 MADISON AVE 7TH FLOORNEW YORKNY10017NONEPUBLIC CHARITYGENERAL SUPPORT$200
NATIONAL CENTER FOR PUBLIC POLICY
2005 MASSACHUSETTS AVEWASHINGTONDC20036NONEPUBLIC CHARITYGENERAL SUPPORT$500
NATIONAL LEGAL & POLICY CENTER
107 PARK WASHINGTON CTFALLS CHURCHVA22046NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
NATIONAL MUSEUM OF THE AMERICAN INDIAN
INDEPENDENCE AVE SWWASHINGTONDC20560NONEPUBLIC CHARITYGENERAL SUPPORT$500
NATIONAL MUSEUM OF THE UNITED STATES ARMY
1775 LIBERTY DRIVEFORT BELVOIRVA22060NONEPUBLIC CHARITYGENERAL SUPPORT$150
NATIONAL REVIEW INSTITUTE
19 WEST 44TH STREET SUITE 1701NEW YORKNY10036NONEPUBLIC CHARITYGENERAL SUPPORT$500
NATIONAL TRUST FOR HISTORIC PRESERVATION
2600 VIRGINIA AVE NW STE 1100WASHINGTONDC20037NONEPUBLIC CHARITYGENERAL SUPPORT$500
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVERESTONVA20190NONEPUBLIC CHARITYGENERAL SUPPORT$500
NATURE CONSERVANCY
2205 SEA AVEINDIALANTICFL32903NONEPUBLIC CHARITYGENERAL SUPPORT$500
NAZARETH UNIVERSITY
4245 EAST AVENUEROCHESTERNY14618NONEPUBLIC CHARITYGENERAL SUPPORT$500
NORTHEAST COLLEGE OF HEALTH SCIENCES FKA NY CHIROPRACTIC COLLEGE
2360 NEW YORK 89SENECA FALLSNY13148NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
OCEAN CONSERVANCY
1300 19TH ST NW - 8TH FLOORWASHINGTONDC20036NONEPUBLIC CHARITYGENERAL SUPPORT$500
PARALYZED VETERANS OF AMERICA
1875 EYE STREET NW SUITE 1100WASHINGTONDC20006NONEPUBLIC CHARITYGENERAL SUPPORT$500
PAWS FOR PURPLE HEARTS
5860 LABATH AVENUE SUITE AROHNERT PARKCA94928NONEPUBLIC CHARITYGENERAL SUPPORT$500
REAGAN RANCH
11480 COMMERCE PARK DR 6TH FLOORRESTONVA20191NONEPUBLIC CHARITYGENERAL SUPPORT$100
SAMARITAN CENTER
3650 41ST STREETVERO BEACHFL32967NONEPUBLIC CHARITYGENERAL SUPPORT$250
SCHOLARSHIP FOUNDATION OF INDIAN RIVER COUNTY
PO BOX 1820VERO BEACHFL32961NONEPUBLIC CHARITYGENERAL SUPPORT$12,150
SENIOR RESOURCE ASSOCIATION
694 14TH STREETVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1250OAKLANDCA94612NONEPUBLIC CHARITYGENERAL SUPPORT$60
SPECIAL OLYMPICS
1133 19TH ST NWWASHINGTONDC20036NONEPUBLIC CHARITYGENERAL SUPPORT$400
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STCHAMBERLAINSD57325NONEPUBLIC CHARITYGENERAL SUPPORT$500
STETSON UNIVERSITY
421 N WOODLAND BLVDDELANDFL32723NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
TAX FOUNDATION
1325 G ST NW SUITE 950WASHINGTONDC20005NONEPUBLIC CHARITYGENERAL SUPPORT$500
THE COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILLIAMSBURGVA23187NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
THE DICKINSON FUND
PO BOX 1773CARLISLEPA17013NONEPUBLIC CHARITYGENERAL SUPPORT$500
THE FUND FOR AMERICAN STUDIES
1706 NEW HAMPSHIRE AVENUE NWWASHINGTONDC20009NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
THE LEARNING ALLIANCE
PO BOX 643446VERO BEACHFL32964NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
THE NATIONAL VIETNAM WAR MUSEUM
PO BOX 1779WEATHERFORDTX76086NONEPUBLIC CHARITYGENERAL SUPPORT$150
THE WILDERNESS SOCIETY
1615 M STREET NW 2ND FLOORWASHINGTONDC20036NONEPUBLIC CHARITYGENERAL SUPPORT$500
TREASURE COAST FOOD BANK
401 ANGLE ROADFORT PIERCEFL34937NONEPUBLIC CHARITYGENERAL SUPPORT$500
TREASURE COAST JAZZ SOCIETY
4731 NORTH A1A SUITE 233VERO BEACHFL32963NONEPUBLIC CHARITYGENERAL SUPPORT$14,000
TROUT UNLIMITED
241 WEBB HILL ROADUNIONWA98592NONEPUBLIC CHARITYGENERAL SUPPORT$395
TRUMAN LIBRARY INSTITUTE
500 W US HWY 24INDEPENCENCEMO64050NONEPUBLIC CHARITYGENERAL SUPPORT$250
UNITED AGAINST POVERTY
505 BEACHLAND BLVDVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL SUPPORT$500
UNITED STATES ORGANIZATIONS (USO)
PO BOX 96860WASHINGTONDC200777677NONEPUBLIC CHARITYGENERAL SUPPORT$1,100
UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY
1836 14TH AVENUEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$1,750
UNIVERSITY OF CENTRAL FLORIDA - WUCF
4000 CENTRAL FLORIDA BLVDORLANDOFL32816NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
UNIVERSITY OF FLORIDA COLLEGE OF THE ARTS - SCHOOL OF MUSIC
101 FINE ARTS BLDG AGAINESVILLEFL32611NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
UNIVERSITY OF FLORIDA FOUNDATION
1938 W UNIVERSITY AVEGAINESVILLEFL32603NONEPUBLIC CHARITYGENERAL SUPPORT$500
UNIVERSITY OF MIAMI FROST SCHOOL OF MUSIC
1314 MILLER DRIVECORAL GABLESFL33146NONEPUBLIC CHARITYGENERAL SUPPORT$8,200
UNIVERSITY OF SOUTH FLORIDA - WUSF
4202 EAST FOWLER AVENUETAMPAFL336206870NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAIN RIDGE DRAUSTINTX78759NONEPUBLIC CHARITYGENERAL SUPPORT$500
US OLYMPIC & PARALYMPIC FOUNDATION
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909NONEPUBLIC CHARITYGENERAL SUPPORT$250
VERO BEACH HIGH SCHOOL
1707 16TH STREETVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$1,200
VERO BEACH MUSUEM OF ART
3001 RIVERSIDE PARK DRIVEVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL SUPPORT$500
VERO HERITAGE INC
2140 14TH AVEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$1,250
VETERANS COUNCIL OF IRC INC
PO BOX 1354VERO BEACHFL32961NONEPUBLIC CHARITYGENERAL SUPPORT$3,000
VETERANS OF FOREIGN WARS
406 W 34TH STREETKANSAS CITYMO64111NONEPUBLIC CHARITYGENERAL SUPPORT$150
VNA & HOSPICE FOUNDATION
1110 35TH LANEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
WAYNE MEMORIAL HOSPITAL FOUNDATION
2700 WAYNE MEMORIAL DRGOLDSBORONC27534NONEPUBLIC CHARITYGENERAL SUPPORT$500
WHITE HOUSE HISTORICAL ASSOCIATION
740 JACKSON PLACE NWWASHINGTONDC20006NONEPUBLIC CHARITYGENERAL SUPPORT$500
WORLD WAR II VETERANS COMMITTEE
1100 N GLEBE ROAD SUITE 910ARLINGTONVA22201NONEPUBLIC CHARITYGENERAL SUPPORT$500
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONEPUBLIC CHARITYGENERAL SUPPORT$500
WOUNDED WARRIOR PROJECT
4899 BELFORT RD SUITE 300JACKSONVILLEFL32256NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
YOUTH GUIDANCE MENTORING
1028 20TH PLACE SUITE DVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL SUPPORT$4,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$191,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$233,053ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$72,562ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$160,491ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$160,491TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY INVESTMENTSBondNm
EOY Book Value$33,247EOYBookValueAmt
EOYFMV$36,875EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$2,780,992EOYBookValueAmt
EOYFMV$3,905,385EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$888,128BookValueAmt
EOYFMV$891,207EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NONDIVIDEND BASIS REDUCTION$29,698$0$0
INVESTMENT EXPENSES$102$102$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc1099 TIMING DIFFERENCESDesc
Amt$99Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$41,010Amt
Net Investment Income$41,010NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAID ON INVESTMENTSCategoryTxt
Amt$22Amt
Net Investment Income$22NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt