ROBERT E MOORE IRREVOCABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT E MOORE IRREVOCABLE TRUST (EIN 27-7117470)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202641189349100744
- Schema version
- 2025v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T14:01:10-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 277117470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E MOORE IRRV TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOOR | BusinessNameControlTxt |
| Phone | 3043487036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3043487036 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,701,257 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $118,051 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,819 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,819 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,464 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $790,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,642 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $203,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,925 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,787 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,894 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,893 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,022 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $27,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,916 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,777 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,777 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,916 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,009 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $518 | CashBOYAmt |
| Cash EOY | $407 | CashEOYAmt |
| Cash EOYFMV | $407 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $63,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,867 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,022,656 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,179,523 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,662,982 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,086,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,217,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,701,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,086,219 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,217,798 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,086,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,217,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,086,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,217,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,086,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $141 | OtherIncreasesAmt |
| Subtotal | $1,218,358 | SubtotalAmt |
| Other Decreases | $560 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,217,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 101. INVESCO S&P 500 EQUAL WEIGHT ETF | 2023-06-12 | 2025-01-07 | $17,792 | $14,660 | $3,132 | $3,132 | |
| 63. ISHARES CORE S&P 500 ETF | 2024-08-19 | 2025-01-07 | $37,528 | $35,157 | $2,371 | $2,371 | |
| 1860.418 JOHCM INTERNATIONAL SEL-INST | 2025-01-07 | $42,734 | $39,042 | $3,692 | $3,692 | ||
| 5513. VANGUARD TOTAL BOND MARKET ETF | 2024-11-29 | 2025-01-07 | $394,258 | $405,922 | -$11,664 | -$11,664 | |
| 76.767 ARTISAN INTL VALUE FUND-INS | 2024-04-29 | 2025-03-03 | $3,836 | $3,662 | $174 | $174 | |
| 2. INVESCO S&P 500 EQUAL WEIGHT ETF | 2023-06-12 | 2025-03-03 | $362 | $290 | $72 | $72 | |
| 38. ISHARES GOLD TRUST | 2025-01-07 | 2025-03-03 | $2,059 | $1,901 | $158 | $158 | |
| 46. ISHARES CORE S&P 500 ETF | 2024-08-19 | 2025-03-03 | $27,551 | $25,670 | $1,881 | $1,881 | |
| 319. CEF ISHARES TR S&P | 2025-03-03 | $35,827 | $27,270 | $8,557 | $8,557 | ||
| 1. ISHARES CORE MSCI EMERGING MKTS ETF | 2025-01-07 | 2025-03-03 | $54 | $53 | $1 | $1 | |
| 45.308 JOHN HANCOCK III-DISCPL V-R6 | 2025-01-07 | 2025-03-03 | $1,046 | $1,031 | $15 | $15 | |
| 19.79362 EATON VANCE-ATLANTA SMID-R6 | 2025-01-07 | 2025-06-02 | $799 | $824 | -$25 | -$25 | |
| 13.73938 EATON VANCE-ATLANTA SMID-R6 | 2025-01-07 | 2025-06-02 | $554 | $572 | -$18 | -$18 | |
| 344. ISHARES S&P MIDCAP 400 INDEX FUND | 2025-01-07 | 2025-06-02 | $20,506 | $21,569 | -$1,063 | -$1,063 | |
| 11. ISHARES CORE MSCI EAFE ETF | 2025-03-03 | 2025-06-02 | $913 | $847 | $66 | $66 | |
| 235.483 EDGEWOOD GROWTH FUND-INS | 2025-06-16 | $10,707 | $10,541 | $166 | $166 | ||
| 338.86 ARTISAN INTL VALUE FUND-INS | 2025-06-16 | $17,668 | $16,394 | $1,274 | $1,274 | ||
| 203.918 ARTISAN INTL VALUE FUND-INS | 2025-06-16 | $10,632 | $8,700 | $1,932 | $1,932 | ||
| 88.882 DOUBLELINE TTL RTRN BND-R6 | 2025-06-02 | 2025-06-16 | $778 | $775 | $3 | $3 | |
| 66.88 DOUBLELINE TTL RTRN BND-R6 | 2025-03-03 | 2025-06-16 | $585 | $595 | -$10 | -$10 | |
| 23. INVESCO S&P 500 EQUAL WEIGHT ETF | 2025-06-02 | 2025-06-16 | $4,110 | $4,039 | $71 | $71 | |
| 208. INVESCO S&P 500 EQUAL WEIGHT ETF | 2025-06-16 | $37,167 | $29,106 | $8,061 | $8,061 | ||
| 8. ISHARES GOLD TRUST | 2025-06-02 | 2025-06-16 | $515 | $509 | $6 | $6 | |
| 1. ISHARES S&P MIDCAP 400 INDEX FUND | 2025-01-07 | 2025-06-16 | $61 | $63 | -$2 | -$2 | |
| 17. ISHARES BARCLAYS CREDIT BOND ETF | 2025-06-02 | 2025-06-16 | $862 | $856 | $6 | $6 | |
| 15. ISHARES BARCLAYS CREDIT BOND ETF | 2025-03-03 | 2025-06-16 | $761 | $767 | -$6 | -$6 | |
| 77. ISHARES US TREASURY BOND ETF | 2025-06-02 | 2025-06-16 | $1,746 | $1,742 | $4 | $4 | |
| 242. ISHARES US TREASURY BOND ETF | 2025-03-03 | 2025-06-16 | $5,486 | $5,539 | -$53 | -$53 | |
| 18. ISHARES CORE MSCI EMERGING MKTS ETF | 2025-06-16 | $1,057 | $995 | $62 | $62 | ||
| 25.623 JOHN HANCOCK III-DISCPL V-R6 | 2025-06-02 | 2025-06-16 | $602 | $590 | $12 | $12 | |
| 99.001 PIMCO INVESTMENT GRADE CREDIT BD-I | 2025-03-03 | 2025-06-16 | $886 | $904 | -$18 | -$18 | |
| 56.153 PIMCO INVESTMENT GRADE CREDIT BD-I | 2023-01-26 | 2025-06-16 | $503 | $502 | $1 | $1 | |
| 54.404 VANGUARD M/B SEC INDEX-ADM | 2025-06-02 | 2025-06-16 | $993 | $988 | $5 | $5 | |
| 25.259 VANGUARD M/B SEC INDEX-ADM | 2025-03-03 | 2025-06-16 | $461 | $468 | -$7 | -$7 | |
| 66.87 EDGEWOOD GROWTH FUND-INS | 2025-09-02 | $3,070 | $2,951 | $119 | $119 | ||
| 1154.852 EDGEWOOD GROWTH FUND-INS | 2025-09-02 | $53,019 | $40,468 | $12,551 | $12,551 | ||
| 66.996 DOUBLELINE TTL RTRN BND-R6 | 2025-09-02 | $593 | $594 | -$1 | -$1 | ||
| 263.418 DOUBLELINE TTL RTRN BND-R6 | 2025-09-02 | $2,331 | $2,276 | $55 | $55 | ||
| 43. ISHARES CORE S&P 500 ETF | 2025-09-02 | $27,609 | $22,634 | $4,975 | $4,975 | ||
| 8. ISHARES S&P MIDCAP 400 INDEX FUND | 2025-01-07 | 2025-09-02 | $518 | $502 | $16 | $16 | |
| 501. ISHARES US TREASURY BOND ETF | 2022-10-31 | 2025-09-02 | $11,453 | $11,232 | $221 | $221 | |
| 7. ISHARES CORE MSCI EMERGING MKTS ETF | 2025-01-07 | 2025-09-02 | $433 | $369 | $64 | $64 | |
| 69.656 JOHN HANCOCK III-DISCPL V-R6 | 2013-03-11 | 2025-09-02 | $1,738 | $1,084 | $654 | $654 | |
| 39.805 PIMCO INVESTMENT GRADE CREDIT BD-I | 2023-01-26 | 2025-09-02 | $361 | $356 | $5 | $5 | |
| 29. STE ST SPDR PTFL S&P 500 GROWTH ETF | 2025-06-16 | 2025-09-02 | $2,850 | $2,676 | $174 | $174 | |
| 44.937 VANGUARD M/B SEC INDEX-ADM | 2025-09-03 | $834 | $823 | $11 | $11 | ||
| 109.482 VANGUARD M/B SEC INDEX-ADM | 2025-09-03 | $2,033 | $1,953 | $80 | $80 | ||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,750 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,642 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $980 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $980 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $58 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3043487036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $21,787 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,499,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,562,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,562,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,538,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,029 | TotalTaxAmt |
| Distributable Before Adj | $75,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,913 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,913 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $56,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,913 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $19,493 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| NATIONAL BEQUEST CENTER | PO BOX 22249 | ST PETERBURG | FL | 33742 | NONE | PC | GENERAL OPERATING | $14,924 |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | NY | 20006 | NONE | PC | GENERAL OPERATING | $14,924 | |
| SALVATION ARMY | ||||||||
| 5525 RABY ROAD | NORFOLK | VA | 23502 | NONE | PC | GENERAL OPERATING | $14,929 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,777 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,819 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,642 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $85,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,933 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT E MOORE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W MAIN ST STE 1200 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $118,051 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 258620566 DOUBLELINE TOTAL RET | AT COST | $55,904 | $57,709 |
| 464288620 ISHARES BROAD USD IN | |||
| 464288620 ISHARES US TREASURY | AT COST | $61,956 | $64,091 |
| 722005816 PIMCO INVESTMENT GRA | AT COST | $44,945 | $46,311 |
| 92206C755 VANGUARD MORTGAGE-BA | AT COST | $62,108 | $64,805 |
| 921937835 VANGUARD TOTAL BOND | |||
| 464285204 ISHARES GOLD TRUST | AT COST | $31,112 | $51,137 |
| 04314H857 ARTISAN INTERNATIONA | AT COST | $39,504 | $67,023 |
| 277902235 EATON VANCE ATLANTA | AT COST | $21,328 | $33,877 |
| 0075W0759 EDGEWOOD GROWTH FD | |||
| 46137V357 INVESCO S&P 500 EQUA | |||
| 464287200 INVESCO S&P 500 ETF | AT COST | $232,734 | $575,350 |
| 464287804 ISHARES S&P SMALL-CA | AT COST | $42,246 | $43,385 |
| 46653M849 JOHCM INTERNATIONAL | |||
| 47803U418 JOHN HANCOCK DISCIPL | AT COST | $46,418 | $68,175 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $142,707 | $164,696 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $36,198 | $46,180 |
| 464287507 ISHARES CORE S&P MID | AT COST | $15,789 | $16,632 |
| 78464A409 STATE STREET SPDR PO | AT COST | $59,344 | $68,608 |
| 46429B267 ISHARES US TREASURY | AT COST | $230,143 | $236,513 |
| 543488845 LOOMIS SAYLES GROWTH | AT COST | $57,087 | $58,490 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTIONS POSTED IN 2026 | $450 |
| COST BASIS ADJUSTMENT | $110 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC EXPENSE | Desc |
| Revenue And Expenses Per Books | $110 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $138 |
| ROUNDING ADJUSTMENT | $3 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E MOORE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W MAIN ST STE 1200 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23510 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES | $322 | $322 | $0 |
| STATE ESTIMATED TAX | $324 | $324 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,280 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,260 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $283 | $283 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $93 | $93 | $0 |
Comments