ACCEL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ACCEL FOUNDATION (EIN 56-1900007)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-01-13
- IRS object ID
- 202610139349100221
- Schema version
- 2024v5.5
- 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 Other Schedule2
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-13T10:06:38-06:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4130 PARKLAKE AVE STE 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561900007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 9196563079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 XANADU PLACE | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M STRATHMEYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9196563079 | PhoneNum |
| Signature | 2026-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE FOOTE | PreparerPersonNm |
| PTIN | P01387279 | PTIN |
| Phone | 9198792909 | PhoneNum |
| Preparation | 2026-01-13 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,715,303 | 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 | $1,134 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,134 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,186 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,186 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,831 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $720 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,880 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $687 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,287 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,111 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,023 | CashBOYAmt |
| Cash EOY | $1,508 | CashEOYAmt |
| Cash EOYFMV | $1,508 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $141,832 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,424 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $687 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $344,508 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $394,355 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,603,491 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,138 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $490,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $506,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,715,303 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $490,188 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $506,167 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $490,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $506,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $490,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $506,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $490,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $506,167 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $506,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 72.266 SHS VANGUARD 500 INDEX ADMIRAL CL | P | 2020-08-31 | 2024-11-25 | $40,000 | $5,541 | $34,459 | $34,459 |
| 67.323 SHS VANGUARD 500 INDEX ADMIRAL CL | P | 2020-08-31 | 2024-09-18 | $35,000 | $5,162 | $29,838 | $29,838 |
| 600 SHS WINTRUST FINANCIAL CORP | P | 2020-07-28 | 2025-07-15 | $15,000 | $15,111 | -$111 | -$111 |
| 25,000 SHS FIRST NATL BANK OMAHA | P | 2023-02-07 | 2025-02-18 | $25,000 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,186 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,350 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,350 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $687 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $687 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $665 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES M STRATHMEYER | IndividualWithBooksNm |
| Phone | 9196563079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 XANADU PLACE | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES M STRATHMEYER | ||||||||
| 401 XANADU PLACE | JUPITER | FL | 33477 | PRESIDENT | 2.50 | $0 | $0 | $0 |
| MARCI STRATHMEYER | ||||||||
| 108 BARLEY PLACE | WAKE FOREST | NC | 27587 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MAUREEN GILBERT | ||||||||
| 401 XANADU PLACE | JUPITER | FL | 33477 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,450,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,596,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,596,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,572,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,350 | TotalTaxAmt |
| Distributable Before Adj | $77,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,270 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,270 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,445 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,270 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,875 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $40,070 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,517 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,462 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,445 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,270 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,175 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $83,637 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $26,875 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $40,070 | ExcessFromYear2Amt |
| Excess From Year1 | $13,517 | ExcessFromYear1Amt |
| Excess From Current Year | $3,175 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MORAVIAN MANOR COMMUNITIES | ||||||
| 300 W LEMON STREET | LITITZ | PA | 17543 | PC | CHARITALBE | $3,000 |
| HARVARD UNIVERSITY | ||||||
| 65 N HARVARD ST | BOSTON | MA | 02163 | NC | EDUCATIONAL | $10,000 |
| HEALTHY MOTHERS HEALTHY BABIES | ||||||
| 842 N MILITARY TRL | WEST PALM BEACH | FL | 33415 | PC | CHARITABLE | $1,500 |
| HOUSE OF HOPE OF MARTIN COUNTY | ||||||
| 2484 SE BONITA ST | STUART | FL | 34997 | PC | CHARITABLE | $2,000 |
| BOYS AND GIRLS CLUB OF MARTIN COUNTY | ||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | PC | CHARITABLE | $2,000 |
| FEED THE HUNGRY PANTRY OF PALM BEACH COUNTY | ||||||
| 8306 155TH PLACE NORTH | PALM BEACH GARDENS | FL | 33418 | PC | CHARITABLE | $10,000 |
| HOBE SOUND EARLY LEARNING CENTER | ||||||
| 11580 SE GOMEZ AVE | HOBE SOUND | FL | 33455 | PC | CHARITABLE | $1,500 |
| ALL GOD'S CHILDREN INC | ||||||
| PO BOX 69 | AULANDER | NC | 27805 | PC | CHARITABLE | $7,000 |
| SALVATION ARMY OF ASHEVILLE | ||||||
| 750 HAYWOOD RD | ASHVILLE | NC | 28805 | PC | CHARITABLE | $5,000 |
| SALVATION ARMY OF MANATEE COUNTY | ||||||
| 5328 24TH ST EAST | BRADENTON | FL | 34203 | PC | CHARITABLE | $4,000 |
| SAMARITANS PURSE | ||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | PC | CHARITABLE | $6,000 |
| MANA FOODBANK | ||||||
| 99 BROADPOINTE DR | MILLS RIVER | NC | 28759 | PC | CHARITABLE | $5,000 |
| SECOND HARVEST OF THE BIG BEND | ||||||
| 4446 ENTREPOT BLVD | TALLAHASSEE | FL | 32310 | PC | CHARITABLE | $2,500 |
| RICHLAND CREEK ELEMENTARY | ||||||
| 840 WALLRIDGE DR | WAKE FOREST | NC | 27587 | NC | EDUCATIONAL | $1,700 |
| LEADERSHIP INSTITUTE | ||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | PC | EDUCATIONAL | $2,000 |
| HARVARD SALIENT | ||||||
| 8 ELIOT STREET | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL | $5,000 |
| HANNAH'S HOME OF SOUTH FLORIDA | ||||||
| 4370 SE COUNTY LINE RD | TEQUESTA | FL | 33469 | PC | CHARITABLE | $1,500 |
| EDUCATION FOUNDATION OF MARTIN COUNTY | ||||||
| 621 SE CENTRAL PARKWAY | STUART | FL | 34994 | PC | CHARITABLE | $4,500 |
| UNITED WAY OF PALM BEACH COUNTY | ||||||
| 477 S ROSEMARY AVE SUITE 230 | WEST PALM BEACH | FL | 33401 | PC | CHARITABLE | $2,500 |
| TAPOUT CANCER | ||||||
| PO BOX 551 | FORT MILL | SC | 29715 | PC | CHARITABLE | $500 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREEVILLE AVE | DALLAS | TX | 75231 | PC | CHARITABLE | $100 |
| MANCHESTER YOUTH HOCKEY | ||||||
| 15 LOUDON RD | CONCORD | NH | 03301 | NC | CHARITABLE | $265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,565 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,134 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,186 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,831 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,831 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,880 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD EFTS | AT COST | $29,460 | $22,880 |
| VANGUARD MUTUAL FUNDS | AT COST | $179,117 | $1,395,458 |
| VANGUARD STOCKS | AT COST | $185,778 | $185,153 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISTRIBUTION RECEIVABLE | $258 | $0 | $0 |
| ADDITIONAL BASIS | $1,880 | $1,880 | $1,880 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $687 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |