EUGENE HOLT MASSEY CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE HOLT MASSEY CHARITABLE TRUST (EIN 31-1558397)
- Tax period
- 2019-02-01 to 2020-01-31
- Filed
- 2020-06-29
- IRS object ID
- 202011819349100301
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-29T06:16:34-05:00 | ReturnTs |
| Tax Period End | 2020-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541451026 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS HARDY & JOHNSTONE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARBORETUM PL STE 660 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311558397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE HOLT MASSEY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUGE | BusinessNameControlTxt |
| Phone | 8047831010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117S 14TH STREET SUITE 300 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE HOLT MASSEY | PersonNm |
| Person Title | OFFICER AND TRUSTEE | PersonTitleTxt |
| Phone | 8047831010 | PhoneNum |
| Signature | 2020-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E HARDY | PreparerPersonNm |
| PTIN | P00039256 | PTIN |
| Phone | 8045600560 | PhoneNum |
| Preparation | 2020-06-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.10.86.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-29 | IPDt |
| IP Tm | 06:16:34 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D757149131BB8F5C0675F66259992BA7CB6BC519 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D757149131BB8F5C0675F66259992BA7CB6BC519 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $749,592 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,813 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,868 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,682 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $137 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $268 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,191 | CashBOYAmt |
| Cash EOY | $42,736 | CashEOYAmt |
| Cash EOYFMV | $42,736 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,800 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $530,575 | CorporateStockBOYAmt |
| Corporate Stock EOY | $530,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $706,856 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $589,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $573,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $749,592 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $589,577 | CapitalStockBOYAmt |
| Capital Stock EOY | $573,301 | CapitalStockEOYAmt |
| Retained Earning BOY | -$11 | RetainedEarningBOYAmt |
| Retained Earning EOY | $200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $589,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $573,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $589,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $573,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $589,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $487 | OtherIncreasesAmt |
| Subtotal | $573,501 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $573,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,868 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,972 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $701,893 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,327 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $716,414 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043728 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,590 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $664,566 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047535 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $693,443 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058404 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,648 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $734,429 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049900 | DistributionYr5Rt |
| Total Distribution | 0.246543 | TotalDistributionRt |
| Average Distribution | 0.049309 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $702,764 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,653 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $243 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,896 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $243 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $243 | SubtotalAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $550 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $550 | TotalPaymentsAndCreditsAmt |
| Overpayment | $307 | OverpaymentAmt |
| Applied To ES Tax | $307 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIGNATURE FAMILY WEALTH ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8047831010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 S 14TH STREET SUITE 300 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2017 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| IVOR MASSEY JR | ||||||||
| 117 S 14TH STREET SUITE 300 | RICHMOND | VA | 23219 | MANAGER | 000.00 | $0 | $0 | $0 |
| EUGENE HOLT MASSEY | ||||||||
| 1150 SEAGRAPE LANE | SANIBEL | FL | 33957 | OFFICER AND | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $680,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $713,466 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $713,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $702,764 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,138 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,138 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $243 | TotalTaxAmt |
| Distributable Before Adj | $34,895 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,895 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,895 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $243 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,857 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,547 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Total For Prior Years | $653 | TotalForPriorYearsAmt |
| Qualifying Distributions | $40,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,547 | AppliedToYear1Amt |
| Applied To Current Year | $5,553 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $653 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $653 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $29,342 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EUGENE HOLT MASSEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 SEAGRAPE LANE | AddressLine1Txt |
| City | SANIBEL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33957 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8047831010 | RecipientPhoneNum |
| Form And Info And Materials | LETTER INDICIATING FINANCIAL NEED OF ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY INTERNAL REVENUE CODE SEC 501(C)(3) APPROVED ORGANIZATIONS AND A COPY OF THE IRS DETERMINATION LETTER MUST BE SUBMITTED WITH REQUEST. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BAILEY-MATTHEW'S NATIONAL SHELL | |||||||||
| MUSEUM | 3075 SANIBEL CAPTIVA ROAD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| BIG ARTS | |||||||||
| 900 DUNLOP RD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| CROW CLINIC FOR REHAB OF WILDLIFE | |||||||||
| 3883 SANIBEL-CAPTIVA RD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| DING DARLING WILDLIFE SOCIETY | |||||||||
| 1 WILDLIFE DRIVE | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ||
| FREEDOM ALLIANCE | |||||||||
| 22570 MARKAY CT | DULLES | VA | 20166 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | SUITE 240 | |
| FREEDOM WORKS | |||||||||
| 400 N CAPITAL ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | SUITE 765 | |
| FRIENDS IN SERVICE HERE | |||||||||
| 1630-B PERIWINKLE WAY | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| LEADERSHIP INSTITUTE FOR TOMORROW | |||||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ||
| MEDIA RESEARCH CENTER | |||||||||
| 1900 CAMPUS COMMONS DR | RESTON | VA | 20191 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | SUITE 600 | |
| PROJECT VERITAS | |||||||||
| 1214 WEST BOSTON POST RD | MAMARONECK | NY | 10543 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | NO 148 | |
| SANCAP CARES-GOLISANO CHILDREN'S | |||||||||
| HOSPITAL | PO BOX 475 | SANIBEL ISLAND | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| SANIBEL HISTORICAL MUSEUM | |||||||||
| 950 DUNLOP ROAD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ||
| SANIBELCAPTIVA CONSERVATION FDN | |||||||||
| 3333 SANIBEL-CAPTIVA RD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ||
| SOUTHWEST FLORIDA SYMPHONY ASSOC | |||||||||
| 8290 COLLEGE PKWY | FT MYERS | FL | 33919 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | SUITE 103 | |
| YOUNG AMERICA'S FOUNDATION | |||||||||
| 11480 COMMERCE PARK DR | RESTON | VA | 201911556 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | SUITE 600 | |
| JUDICIAL WATCH | |||||||||
| 425 THIRD ST SW | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | SUITE 800 | |
| SAINT MICHAEL AND ALL ANGELS CHURCH | |||||||||
| 2304 PERIWINKLE WAY | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ||
| SANIBEL PUBLIC LIBRARY FOUNDATION | |||||||||
| 770 DUNLOP RD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $63 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $63 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,745 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF FORM 990PF | CategoryTxt |
| Amt | $1,100 | Amt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | GLOBAL PAYMENTS INC | AssetDesc |
| Acquired | 2011-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-09 | SoldDt |
| Gross Sales Price | $73 | GrossSalesPriceAmt |
| Basis | $10 | BasisAmt |
| Total Net | $63 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US BANK NA TRUST SERVICES | StockNm |
| EOY Book Value | $530,765 | EOYBookValueAmt |
| EOYFMV | $706,856 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $487 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK CUSTODY FEES | CategoryTxt |
| Amt | $137 | Amt |
| Net Investment Income | $137 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H | $268 | $268 |
| FEDERAL TAX | $46 | |
| EXCISE TAX | $196 | |
| ESTIMATED TAX | $550 |