EUGENE HOLT MASSEY CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE HOLT MASSEY CHARITABLE TRUST (EIN 31-1558397)
- Tax period
- 2018-02-01 to 2019-01-31
- Filed
- 2019-08-07
- IRS object ID
- 201912199349100101
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-07T08:34:03-05:00 | ReturnTs |
| Tax Period End | 2019-01-31 | 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 | 2018-02-01 | 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 | 2019-06-05 | 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 | 2019-07-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.10.86.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-07 | IPDt |
| IP Tm | 08:34:03 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FDA1F3FD3C4CAD9C77C5DDF6D34023FD06B36EFB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D757149131BB8F5C0675F66259992BA7CB6BC519 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $713,138 | 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 | $12,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,055 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,103 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,721 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,020 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $705 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $232 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,784 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,375 | CashBOYAmt |
| Cash EOY | $23,191 | CashEOYAmt |
| Cash EOYFMV | $23,191 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $35,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,800 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $559,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $530,575 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $654,147 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $568,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $589,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $713,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $568,269 | CapitalStockBOYAmt |
| Capital Stock EOY | $589,577 | CapitalStockEOYAmt |
| Retained Earning EOY | -$11 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $568,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $589,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $568,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $589,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $568,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,308 | ExcessRevenueOverExpensesAmt |
| Subtotal | $589,577 | SubtotalAmt |
| Other Decreases | $11 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $589,566 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BIOVERATIV | P | 2016-02-11 | 2018-03-09 | $315 | $115 | $200 | $200 |
| BLACKSTONE ALTERNATIVE MULTI | P | 2015-02-06 | 2018-09-12 | $31,716 | $30,000 | $1,716 | $1,716 |
| COLGATE PALMOLIVE | P | 2011-01-25 | 2018-11-08 | $1,216 | $807 | $409 | $409 |
| DFA US CORE EQUITY 2 PORTFOLIO | P | 2012-09-27 | 2018-11-08 | $40,756 | $22,478 | $18,278 | $18,278 |
| FPA CRESCENT PORTFOLIO | P | 2011-01-20 | 2018-09-12 | $55,216 | $42,500 | $12,716 | $12,716 |
| GOTHAM ABSOLUTE RETURN | P | 2015-02-06 | 2018-09-12 | $43,005 | $40,000 | $3,005 | $3,005 |
| IVA WORLDWIDE I | P | 2011-01-20 | 2018-11-08 | $10,164 | $9,257 | $907 | $907 |
| ABBEY CAP FUTURES STRAT | P | 2015-02-06 | 2018-09-12 | $36,908 | $40,000 | -$3,092 | -$3,092 |
| SHIRE PLC ADR | P | 2016-06-03 | 2018-11-08 | $724 | $760 | -$36 | -$36 |
| TAPESTRY INC | P | 2013-01-23 | 2018-11-08 | $1,499 | $1,815 | -$316 | -$316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,103 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,327 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $716,414 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,590 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $664,566 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047535 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $693,443 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058404 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,648 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $734,429 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049900 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,430 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $702,940 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027641 | DistributionYr5Rt |
| Total Distribution | 0.227208 | TotalDistributionRt |
| Average Distribution | 0.045442 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $701,893 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,895 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $548 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,443 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,520 | 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 | $548 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $548 | SubtotalAmt |
| Tax Based On Investment Income | $548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $502 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $46 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $548 | TotalPaymentsAndCreditsAmt |
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 |
| Individual With Books | IVOR MASSEY JR | IndividualWithBooksNm |
| 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 | ||||||||
| PO BOX 904 | CAPTIVIA | FL | 339240904 | 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 | $696,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $712,582 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $712,582 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $701,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,095 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,095 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $548 | TotalTaxAmt |
| Distributable Before Adj | $34,547 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,547 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,547 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,520 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,520 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $548 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,972 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,547 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,173 | UndistributedIncomePYAmt |
| Qualifying Distributions | $33,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,520 | AppliedToYear1Amt |
| Taxable2 | $653 | Taxable2Amt |
| Undistributed Income CY | $34,547 | 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 | PO BOX 904 | AddressLine1Txt |
| City | CAPTIVIA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339240904 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BIG ARTS | |||||||||
| 900 DUNLOP RD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ||
| CAPTIVA COMMUNITY ASSOCIATION FDN | |||||||||
| 11550 CHAPIN LANE | CAPTIVA | FL | 33924 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | PO BOX 775 | |
| 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 | ||
| FRIENDS IN SERVICE HERE | |||||||||
| 1630-B PERIWINKLE WAY | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| FREEDOM WORKS | |||||||||
| 400 N CAPITAL ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | SUITE 765 | |
| HERITAGE FOUNDATION | |||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 200024999 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| HILLSDALE COLLEGE | |||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | 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 | $2,500 | NO 148 | |
| SANIBEL HISTORICAL MUSEUM | |||||||||
| 950 DUNLOP ROAD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| SANIBELCAPTIVA CONSERVATION FDN | |||||||||
| 3333 SANIBEL-CAPTIVA RD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| YOUNG AMERICA'S FOUNDATION | |||||||||
| 11480 COMMERCE PARK DR | RESTON | VA | 201911556 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | SUITE 600 | |
| BAILEY-MATTHEW'S NATIONAL SHELL | |||||||||
| 3075 SANIBEL CAPTIVA ROAD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | MUSEUM | |
| SANCAP CARES-GOLISANO CHILDREN'S | |||||||||
| PO BOX 475 | SANIBEL ISLAND | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | HOSPITAL | |
| SOUTHWEST FLORIDA SYMPHONY ASSOC | |||||||||
| 8290 COLLEGE PKWY | FT MYERS | FL | 33919 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | SUITE 103 | |
| FREEDOM ALLIANCE | |||||||||
| 22570 MARKAY CT | DULLES | VA | 20166 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | SUITE 240 | |
| LEADERSHIP INSTITUTE FOR TOMORROW | |||||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| SANIBEL COMMUNITY ASSOCIATION | |||||||||
| 2173 PERIWINKLE WAY | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,500 | 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 | $12,617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $44 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,721 | ExclusionAmt |
| Related Or Exempt Function Incm | $44 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,765 | 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 | $1,020 | Amt |
| Disbursements Charitable Prps | $1,020 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | VAREX IMAGING CORP | AssetDesc |
| Acquired | 2011-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-11 | SoldDt |
| Gross Sales Price | $220 | GrossSalesPriceAmt |
| Basis | $176 | BasisAmt |
| Total Net | $44 | 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 | $530,575 | EOYBookValueAmt |
| EOYFMV | $654,147 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $11 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CUSTODY FEE - US BANK | $135 | $135 |
| INVESTMENT ADVISORY FEES | $570 | $570 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX W/H | CategoryTxt |
| Amt | $232 | Amt |
| Net Investment Income | $232 | NetInvestmentIncomeAmt |