LANDMARK FARM FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LANDMARK FARM FOUNDATION INC (EIN 46-1861007)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349103998
- Schema version
- 2024v5.0
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T15:32:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274221070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES & ANDERSON CPA GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 FOXPOINTE DR SUITE C | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47203 | 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 | 461861007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDMARK FARM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 8125795632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RO ANNE WHITTINGTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8125795632 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER L FROMER CPA | PreparerPersonNm |
| PTIN | P00014298 | PTIN |
| Phone | 8126577741 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| 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 | $2,750,557 | 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 | $224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $224 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $224 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $68,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,318 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $68,318 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,781 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $712,850 | GrossSalesPriceAmt |
| Total Rev And Expnss | $275,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,542 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,542 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,580 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $20,458 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,850 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $23,888 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $635,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $635,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $658,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $635,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$383,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,542 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $68,542 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $965 | CashBOYAmt |
| Cash EOY | $4,838 | CashEOYAmt |
| Cash EOYFMV | $4,838 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,434 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,627,932 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,222,337 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,663,285 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,693,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,309,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,750,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $499,935 | CapitalStockBOYAmt |
| Capital Stock EOY | $499,935 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,193,339 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,809,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,693,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,309,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,693,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,309,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,693,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$383,665 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,309,609 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,309,609 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $953 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $953 | SubtotalAmt |
| Tax Based On Investment Income | $953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $26 | EsPenaltyAmt |
| Overpayment | $121 | OverpaymentAmt |
| Applied To ES Tax | $121 | 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 | IN | 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 | WWW.LANDMARKFARM.ORG | WebsiteAddressTxt |
| Individual With Books | CHARLES WHITTINGTON | IndividualWithBooksNm |
| Phone | 8125795632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 472369708 | 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 | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTIN WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | CFO | 000.00 | $0 | $0 | $0 |
| JOHN WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | SECRETARY | 000.00 | $0 | $0 | $0 |
| RO ANNE WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CHARLES WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| HALEY GLOVER | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JUSTIN HARVEY | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RAYMOND JAMES | ||||||||
| 201 NORTH BROADWAY | GREENSBURG | IN | 47240 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT SUPPORT OF VARIOUS ORGANIZED CHARITIES. | Description1Txt |
| Expenses1 | $635,100 | Expenses1Amt |
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 | $2,677,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,730,672 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,730,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,689,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $953 | TotalTaxAmt |
| Distributable Before Adj | $133,533 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $133,533 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $133,533 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $635,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $635,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,533 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $37,316 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,198 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,042 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $346,753 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $531,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $635,100 | QualifyingDistributionsAmt |
| Applied To Current Year | $133,533 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $501,567 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,032,876 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,032,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,316 | ExcessFromYear4Amt |
| Excess From Year3 | $125,198 | ExcessFromYear3Amt |
| Excess From Year2 | $22,042 | ExcessFromYear2Amt |
| Excess From Year1 | $346,753 | ExcessFromYear1Amt |
| Excess From Current Year | $501,567 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES WHITTINGTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 472369708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8125795632 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM STATING NATURE OF REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGRIINSTITUTE | |||||||
| PO BOX 249 | DANVILLE | IN | 46122 | CHARITABLE CONTRIBUTION | $6,000 | ||
| BARTHOLOMEW CONSOLIDATED SCHOOL FDN | |||||||
| 1200 CENTRAL AVENUE | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $20,000 | ||
| BARTHOLOMEW COUNTY HISTORICAL | |||||||
| 524 3RD STREET | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $5,000 | SOCIETY | |
| BARTHOLOMEW COUNTY PUBLIC LIBRARY | |||||||
| 536 5TH STREET | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $8,000 | ||
| COLUMBUS EAA CHAPTER 729 | |||||||
| 4770 RAY BOLL BLVD | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $10,000 | ||
| COLUMBUS REGIONAL SHELTER FOR | |||||||
| PO BOX 103 | COLUMBUS | IN | 47202 | CHARITABLE CONTRIBUTION | $25,000 | VICTIMS OF DOMESTIC VIOLENCE | |
| FOUNDATION FOR YOUTH | |||||||
| 405 HOPE AVENUE | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $15,000 | ||
| IMAGINE LIBRARY OF BARTHOLOMEW | |||||||
| 3210 GROVE PARKWAY | COLUMBBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $3,600 | COUNTY | |
| LEMONADE BROTHERS | |||||||
| PO BOX 2035 | COLUMBUS | IN | 47202 | CHARITABLE CONTRIBUTION | $500 | ||
| NATIONAL FFA FOUNDATION | |||||||
| 6060 FFA DRIVE | INDIANAPOLIS | IN | 46278 | CHARITABLE CONTRIBUTION | $250,000 | ||
| REACH COLUMBUS INC | |||||||
| 3528 W TWO MILE HOUSE | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $12,000 | ROAD | |
| UNITED WAY OF BARTHOLOMEW | |||||||
| 1531 13TH STREET | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $30,000 | ||
| VINCENNES UNIVERSITY | |||||||
| 1002 NORTH FIRST STREET | VINCENNES | IN | 47591 | CHARITABLE CONTRIBUTION | $250,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $635,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $206,781 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $206,781 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,323 | 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 | JONES & ANDERSON CPA GROUP | CategoryTxt |
| Amt | $1,580 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (20 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ISHARES TR CORE US AGGBD ET | 2018-05 | PURCHASE | 2024-02 | $73,673 | $79,372 | -$5,699 |
| ISHARES TR CORE US AGGBD ET | 2018-05 | PURCHASE | 2024-04 | $4,292 | $4,735 | -$443 |
| ISHARES TR CORE S&P MCP ETF | 2020-03 | PURCHASE | 2024-02 | $26,017 | $11,485 | $14,532 |
| ISHARES TR CORE S&P MCP ETF | 2020-03 | PURCHASE | 2024-04 | $6,912 | $2,950 | $3,962 |
| ISHARES TR CORE S&P SCP ETF | 2020-03 | PURCHASE | 2024-02 | $17,785 | $8,395 | $9,390 |
| ISHARES TR MSCI USA MIN VOL | 2020-07 | PURCHASE | 2024-02 | $11,512 | $9,096 | $2,416 |
| ISHARES TR MCSI USA MIN VOL | 2020-07 | PURCHASE | 2024-08 | $56,282 | $41,310 | $14,972 |
| ISHARES TR CORE MSCI EAFE | 2020-03 | PURCHASE | 2024-02 | $33,320 | $28,105 | $5,215 |
| ISHARES TR CORE MSCI EAFE | 2020-03 | PURCHASE | 2024-04 | $10,139 | $6,243 | $3,896 |
| ISHARES INC CORE MSCI EMKT | 2017-01 | PURCHASE | 2024-02 | $14,644 | $12,865 | $1,779 |
| ISHARES INC CORE MSCI EMKT | 2017-01 | PURCHASE | 2024-04 | $4,677 | $4,070 | $607 |
| ISHARES TR MSCI USA SMCP MN | 2020-06 | PURCHASE | 2024-02 | $11,889 | $10,332 | $1,557 |
| ISHARESTR MSCI USA SMCP MN | 2020-06 | PURCHASE | 2024-04 | $3,019 | $2,606 | $413 |
| ISHARES TR MSCI USA SMCP MN | 2020-07 | PURCHASE | 2024-08 | $82,080 | $64,390 | $17,690 |
| ISHARES TR BROAD USD HIGH | 2020-06 | PURCHASE | 2024-02 | $2,211 | $2,402 | -$191 |
| ISHARES TR BROAD USD HIGH | 2020-07 | PURCHASE | 2024-02 | $13,518 | $14,793 | -$1,275 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS | 2018-05 | PURCHASE | 2024-02 | $260,946 | $143,627 | $117,319 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS | 2020-03 | PURCHASE | 2024-04 | $45,104 | $22,763 | $22,341 |
| VANGUARD MID-CAP ETF | 2021-08 | PURCHASE | 2024-02 | $28,702 | $30,198 | -$1,496 |
| VANGUARD MID-CAP ETF | 2021-08 | PURCHASE | 2024-04 | $6,128 | $6,332 | -$204 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,222,337 | BookValueAmt |
| EOYFMV | $2,663,285 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES & ASSOCIATES | CategoryTxt |
| Amt | $20,458 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PAID | $722 |
| INCOME TAXES PAID | $1,128 |