EUGENE HOLT MASSEY CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE HOLT MASSEY CHARITABLE TRUST (EIN 31-1558397)
- Tax period
- 2017-02-01 to 2018-01-31
- Filed
- 2018-10-30
- IRS object ID
- 201813039349100601
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-30T09:21:01-04:00 | ReturnTs |
| Tax Period End | 2018-01-31 | 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 | 2017-02-01 | 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 | 2018-06-14 | 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 | 2018-10-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.7.3.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-30 | IPDt |
| IP Tm | 08:21:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4E9DB4FE5F17F0486D09BA5346C269D895676E19 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4E9DB4FE5F17F0486D09BA5346C269D895676E19 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $747,826 | 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 |
| Dividends Rev And Expnss | $11,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,125 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,125 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,591 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $995 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,751 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,751 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $21 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,675 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,050 | CashBOYAmt |
| Cash EOY | $8,375 | CashEOYAmt |
| Cash EOYFMV | $8,375 | CashEOYFMVAmt |
| Corporate Stock BOY | $559,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $559,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $739,451 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $582,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $568,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $747,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $582,944 | CapitalStockBOYAmt |
| Capital Stock EOY | $568,269 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $582,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $568,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $582,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $568,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $582,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,675 | ExcessRevenueOverExpensesAmt |
| Subtotal | $568,269 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $568,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,125 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $664,566 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047535 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $693,443 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058404 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,648 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $734,429 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049900 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,430 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $702,940 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027641 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $659,370 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002995 | DistributionYr5Rt |
| Total Distribution | 0.186475 | TotalDistributionRt |
| Average Distribution | 0.037295 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $716,414 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,719 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $168 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,887 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,495 | 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 | $168 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $168 | SubtotalAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $670 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $670 | TotalPaymentsAndCreditsAmt |
| Overpayment | $502 | OverpaymentAmt |
| Applied To ES Tax | $502 | 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 |
| 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 | false | UndistributedIncomePYInd |
| 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 |
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 | $711,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $727,324 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $727,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $716,414 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,821 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,821 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $168 | TotalTaxAmt |
| Distributable Before Adj | $35,653 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,653 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,495 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,495 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $168 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,327 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,015 | UndistributedIncomePYAmt |
| Qualifying Distributions | $31,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,015 | AppliedToYear1Amt |
| Applied To Current Year | $1,480 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $34,173 | 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 | |
| CAPTIVA ISLAND HISTORICAL SOCIETY | |||||||||
| PO BOX 163 | CAPTIVA | FL | 33924 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| CROW CLINIC FOR REHAB OF WILDLIFE | |||||||||
| 3883 SANIBEL-CAPTIVA RD | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ||
| 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 | $2,000 | ||
| FREEDOM WORKS | |||||||||
| 400 N CAPITAL ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | 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 | $1,000 | ||
| MEDIA RESEARCH CENTER | |||||||||
| 1900 CAMPUS COMMONS DR | RESTON | VA | 20191 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | SUITE 600 | |
| PROJECT VERITAS | |||||||||
| 1214 WEST BOSTON POST RD | MAMARONECK | NY | 10543 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | 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 | $2,000 | ||
| YOUNG AMERICA'S FOUNDATION | |||||||||
| 11480 COMMERCE PARK DR | RESTON | VA | 201911556 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | 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 | $2,500 | HOSPITAL | |
| SOUTHWEST FLORIDA SYMPHONY ASSOC | |||||||||
| 8290 COLLEGE PKWY | FT MYERS | FL | 33919 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | SUITE 103 | |
| ZONTA FOUNDATION OF SW FLORIDA | |||||||||
| PO BOX 1244 | SANIBEL | FL | 33957 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ||
| FREEDOM ALLIANCE | |||||||||
| 22570 MARKAY CT | DULLES | VA | 20166 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | SUITE 240 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,500 | 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 | $11,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,592 | 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 | $995 | Amt |
| Disbursements Charitable Prps | $995 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BROWN ADVISORY | StockNm |
| EOY Book Value | $559,894 | EOYBookValueAmt |
| EOYFMV | $739,451 | EOYFMVAmt |
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 | $1,616 | $1,616 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX W/H | CategoryTxt |
| Amt | $21 | Amt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |