CONSTANCE AND BROOKS ROBINSON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CONSTANCE AND BROOKS ROBINSON CHARITABLE FOUNDATION INC (EIN 81-0873205)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202641279349100919
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T09:06:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611495162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAI CAPITAL MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2205 WARWICK WAY STE 200 | AddressLine1Txt |
| City | MARRIOTTSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21104 | 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 | 810873205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONSTANCE AND BROOKS ROBINSON | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 4109029599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N GREENWOOD ST | AddressLine1Txt |
| City | LAGRANGE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 302402604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROOKS D ROBINSON | PersonNm |
| Person Title | PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 4109029599 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDAN L WINKLER CPA | PreparerPersonNm |
| PTIN | P02012979 | PTIN |
| Phone | 4109978000 | PhoneNum |
| Preparation | 2026-05-06 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,470,260 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,999 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,999 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,984 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $703,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,569,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $703,562 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $892,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $892,545 | 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 | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,227 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,977 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97,977 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $505,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $505,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $274,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $790,491 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,755 | CashBOYAmt |
| Cash EOY | $969 | CashEOYAmt |
| Cash EOYFMV | $969 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $288,992 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $561,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $561,324 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,475,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,457,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,872,367 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,231,147 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,370,591 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,366,792 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $441,350 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $325,796 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $668,808 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,442,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,715,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,470,260 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,442,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,715,942 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,442,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,715,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,442,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,715,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,442,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $274,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,716,870 | SubtotalAmt |
| Other Decreases | $928 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,715,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| SYNOVUS (4375) | 2025-11-15 | $8,819 | $7,304 | $1,515 | $1,515 | |
| SYNOVUS (4375) | 2025-11-15 | $1,560,481 | $858,454 | $702,027 | $702,027 | |
| CAPITAL GAINS DIVIDENDS | $20 | $20 | $20 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $703,562 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,988 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,988 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,200 | 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 | $6,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,788 | 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 | MD | 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 | BROOKS D ROBINSON | IndividualWithBooksNm |
| Phone | 7068802285 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N GREENWOOD ST | AddressLine1Txt |
| City | LAGRANGE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30240 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BROOKS D ROBINSON | ||||||||
| 200 N GREENWOOD ST | LAGRANGE | GA | 30240 | PRESIDENT & TRASURER | 1.00 | $0 | $0 | $0 |
| CONSTANCE B ROBINSON | ||||||||
| 200 N GREENWOOD ST | LAGRANGE | GA | 30240 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTOPER L ROBINSON | ||||||||
| 200 N GREENWOOD ST | LAGRANGE | GA | 30240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL P ROBINSON | ||||||||
| 200 N GREENWOOD ST | LAGRANGE | GA | 30240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DIANA A FARLEY | ||||||||
| 200 N GREENWOOD ST | LAGRANGE | GA | 30240 | 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 | $9,890,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $475,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,366,094 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,366,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,210,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $510,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $510,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,988 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,988 | TotalTaxAmt |
| Distributable Before Adj | $499,542 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $499,542 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $499,542 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $505,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $505,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $499,542 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $18,620 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,620 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $505,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $499,542 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,458 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,078 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,078 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $18,620 | ExcessFromYear1Amt |
| Excess From Current Year | $5,458 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BROOKS D ROBINSON | ContributingManagerNm |
| Contributing Manager | CONSTANCE B ROBINSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JOHNS HOPKINS MEDICINE | |||||||
| 600 N WOLFE ST | BALTIMORE | MD | 21287 | NONE | PC | CHARITABLE | $20,000 |
| LAFAYETTE SOCIETY OF PERFORMING ARTS | |||||||
| 214 BULL STREET | LAGRANGE | GA | 30240 | NONE | PC | CHARITABLE | $35,000 |
| LOYOLA BLAKEFIELD THE LOYOLA FUND | |||||||
| 500 CHESTNUT AVE | TOWSON | MD | 21204 | NONE | PC | CHARITABLE | $185,000 |
| SCOTT WILLIS LEGACY FOUNDATION | |||||||
| 4437 FLINTVILLE RD | WHITEFORD | MD | 21160 | NONE | PC | CHARITABLE | $20,000 |
| TUNNEL 2 TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | CHARITABLE | $10,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | CHARITABLE | $10,000 |
| TOWSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 17185 | BALTIMORE | MD | 21297 | NONE | PC | CHARITABLE | $200,000 |
| LITTLE ROCK CENTRAL HIGH SCHOOL | |||||||
| 1500 LITTLE ROCK NINE WAY | LITTLE ROCK | AR | 72202 | NONE | PC | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $505,000 | 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 | $13,999 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,984 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $703,562 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $892,545 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $892,545 | 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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $2,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR IBONDS 27 TRM TS (IBTH) | $245,214 | $248,923 |
| SPDR PORTFOLIO SHORT TERM TREASURY ETF (SPTS) | $488,994 | $486,429 |
| SPDR SER TR PORTFLI INTRMDIT (SPTI) | $607,946 | $620,781 |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS ETF (VGIT) | $114,143 | $118,302 |
| ISHARES TR IBONDS DEC 2033 (IBTO) | $131,643 | $135,323 |
| SPDR PORTFOLIO LONG TERM TREASURY ETF (SPTL) | $572,079 | $546,341 |
| SPDR SERIES TRUST PORTFOLIO TREASURY ETF (SPTB) | $210,572 | $210,693 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE ETF (EFA) | $28,401 | $37,932 |
| ISHARES RUSSELL MID-CAP VALUE ETF (IWS) | $172,313 | $236,682 |
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | $1,312,434 | $1,860,247 |
| ISHARES RUSSELL 2000 ETF (IWM) | $211,450 | $300,315 |
| ISHARES RUSSELL MID-CAP GROWTH ETF (IWP) | $213,928 | $288,533 |
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | $1,408,323 | $2,597,470 |
| SPDR MSCI ACWI EX US ETF (CWI) | $196,383 | $276,800 |
| VANECK ETF TR VANECK GOLD MINERS ETF (GDX) | $100,952 | $291,704 |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMR ETF (VWO) | $115,547 | $156,979 |
| VANGUARD DIVIDEND APPRECIATION ETF (VIG) | $243,017 | $356,703 |
| ISHARES TR RUS TP200 VL ETF (IWX) | $59,178 | $72,753 |
| SELECT SECTOR SPDR TRUST STATE STREET (XLU) | $395,336 | $396,249 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR GOLD SHARES (GLD) | AT COST | $184,643 | $391,158 |
| ISHARES SILVER TR ISHARES (SLV) | AT COST | $141,153 | $277,650 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETAINED EARNINGS ADJ | Desc |
| Amt | $928 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SYNOVUS MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $97,977 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $97,977 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,227 | $1,227 | $0 |
| EXCISE TAX ON INVESTMENT INCOME | $10,986 | $0 | $0 |
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