CHARLES F DE GANAHL FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES F DE GANAHL FAMILY FOUNDATION (EIN 20-6099876)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349100224
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T10:31:34-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260058143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPFINANCIAL PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 SIX FORKS ROAD | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276095734 | 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 | 206099876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES F DE GANAHL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 6174882700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY SQ 13FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA R POULIOT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174882700 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW S KULESZKA | PreparerPersonNm |
| PTIN | P00545548 | PTIN |
| Phone | 6174882700 | PhoneNum |
| 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 | $7,913,658 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $234,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,701 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $569,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,358,843 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $569,958 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $804,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $804,659 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $61,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,950 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,964 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,317 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,511,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,511,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,597,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,511,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$792,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $741,267 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $81,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,617 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,836,551 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,051,694 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,840,041 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,917,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,125,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,913,658 | 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 | $4,917,898 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,125,311 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,917,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,125,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,917,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,125,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,917,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$792,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,125,311 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,125,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| SCHWAB X2051 | P | $384,010 | $373,246 | $10,764 | $10,764 | ||
| BAIRD INTERMEDIATE | P | $13,160 | $13,325 | -$119 | -$119 | 2025-01-14 | |
| BAIRD INTERMEDIATE | P | $1,342 | $1,386 | $0 | $0 | 2025-02-05 | 2024-10-08 |
| BAIRD INTERMEDIATE | P | $2,762 | $2,807 | $0 | $0 | 2025-06-03 | |
| DOUBLELINE | P | $8,511 | $8,544 | -$25 | -$25 | 2025-01-14 | |
| DOUBLELINE | P | $685 | $689 | -$1 | -$1 | 2025-02-25 | 2024-10-17 |
| ISHARES 1-3 YEAR | P | $17,306 | $17,426 | $0 | $0 | 2025-02-25 | 2024-09-09 |
| PIMCO | P | $11,257 | $11,452 | -$162 | -$162 | 2025-01-14 | |
| PIMCO | P | $999 | $1,022 | -$2 | -$2 | 2025-02-25 | 2024-10-17 |
| SCHWAB X2051 | P | $1,393,107 | $1,136,135 | $256,972 | $256,972 | ||
| EXXON MOBIL CORP | D | $100,482 | $46,680 | $53,802 | $53,802 | 2025-01-02 | 2005-01-04 |
| EXXON MOBIL CORP | D | $100,275 | $47,884 | $52,391 | $52,391 | 2025-06-09 | 2005-01-04 |
| EXXON MOBIL CORP | D | $100,100 | $45,627 | $54,473 | $54,473 | 2025-06-12 | 2005-01-04 |
| EXXON MOBIL CORP | D | $182,022 | $82,982 | $99,040 | $99,040 | 2025-07-02 | 2005-01-04 |
| CAPITAL GAINS DIVIDENDS | P | $42,825 | $42,825 | $42,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $569,958 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,304 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,304 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | 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 | $6,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,504 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | REBECCA R POULIOT | IndividualWithBooksNm |
| Phone | 6174882700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY SQ 13FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK A DE GANAHL | ||||||||
| ONE LIBERTY SQ 13FL | BOSTON | MA | 02109 | TRUSTEE - AS NEEDED | 1.00 | $0 | $0 | $0 |
| PATRICK B MARAGHY | ||||||||
| ONE LIBERTY SQ 13FL | BOSTON | MA | 02109 | TRUSTEE - AS NEEDED | 1.00 | $0 | $0 | $0 |
| REBECCA R POULIOT | ||||||||
| ONE LIBERTY SQ 13FL | BOSTON | MA | 02109 | TRUSTEE - AS NEEDED | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPTRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY SQ 13FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX & FINANCIAL ADVISORS | ServiceTypeTxt |
| Compensation | $60,985 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $7,674,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,903,141 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,903,141 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,784,594 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,304 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,304 | TotalTaxAmt |
| Distributable Before Adj | $378,926 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $378,926 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $378,926 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,511,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,511,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $599,832 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $5,320 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $461,282 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $790,403 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,856,837 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,511,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $378,926 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,132,074 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,988,911 | 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 | $599,832 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,389,079 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,320 | ExcessFromYear3Amt |
| Excess From Year2 | $461,282 | ExcessFromYear2Amt |
| Excess From Year1 | $790,403 | ExcessFromYear1Amt |
| Excess From Current Year | $1,132,074 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANK A DE GANAHL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | |||||||
| 1730 M STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $5,000 |
| ARTS EMPOWERING LIFE INC | |||||||
| PO BOX 2831 | ORLEANS | MA | 02653 | NONE | PC | UNRESTRICTED | $18,000 |
| BALSAM MOUNTAIN TRUST | |||||||
| 52 SUGAR LOAF ROAD | SYLVA | NC | 28779 | NONE | PC | CHALLENGE GRANT | $25,000 |
| BOYS AND GIRLS CLUBS OF NASSAU COUNTY FOUNDATION | |||||||
| PO BOX 16003 | FERNANDINA BEACH | FL | 32035 | NONE | PC | UNRESTRICTED | $5,000 |
| CAMP TAKODAH | |||||||
| 55 FITZWILLIAM ROAD | RICHMOND | NH | 03470 | NONE | PC | UNRESTRICTED | $10,000 |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | NONE | PC | THE 5TH OF A 5 YEAR PLEDGE TO THE LIGTKEEPERS PROGRAM | $5,000 |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | NONE | PC | UNRESTRICTED | $5,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 5278 | TIPTON | IA | 52772 | NONE | PC | UNRESTRICTED | $20,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 02001 | NONE | PC | UNRESTRICTED | $5,000 |
| COMMITTEE FOR A CONSTRUCTIVE TOMORROW | |||||||
| PO BOX 430 | ABINGDON | MD | 21009 | NONE | PC | UNRESTRICTED | $10,000 |
| COMPETITIVE ENTERPRISE INSTITUTE | |||||||
| 1310 L ST NW STE 7 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $5,000 |
| ELECTION WATCH | |||||||
| 1806 BRYNNWOOD TRACE | NEW LONDON | WI | 54961 | NONE | PC | UNRESTRICTED | $100,000 |
| ELECTION WATCH | |||||||
| 1806 BRYNNWOOD TRACE | NEW LONDON | WI | 54961 | NONE | PC | UNRESTRICTED | $100,000 |
| ELECTION WATCH | |||||||
| 1806 BRYNNWOOD TRACE | NEW LONDON | WI | 54961 | NONE | PC | UNRESTRICTED | $100,000 |
| ELECTION WATCH | |||||||
| 1806 BRYNNWOOD TRACE | NEW LONDON | WI | 54961 | NONE | PC | UNRESTRICTED | $100,000 |
| ELECTION WATCH | |||||||
| 1806 BRYNNWOOD TRACE | NEW LONDON | WI | 54961 | NONE | PC | UNRESTRICTED | $150,000 |
| ELECTION WATCH | |||||||
| 1806 BRYNNWOOD TRACE | NEW LONDON | WI | 54961 | NONE | PC | UNRESTRICTED | $10,000 |
| GOD'S GREYTS GREYHOUND GROUP INC | |||||||
| 7259 HIAWASSE OAK DRIVE | ORLANDO | FL | 32818 | NONE | PC | UNRESTRICTED | $5,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20022 | NONE | PC | UNRESTRICTED | $10,000 |
| HERITAGE PLANTATION OF SANDWICH INC | |||||||
| 64 GROVE ST | SANDWICH | MA | 02563 | NONE | PC | UNRESTRICTED | $5,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | UNRESTRICTED | $5,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD 900 | ARLINGTON | VA | 22203 | NONE | PC | UNRESTRICTED | $10,000 |
| JACKSON COUNTY COMMUNITY FOUNDATION | |||||||
| 3737 GLENWOOD AVENUE 460 | RALEIGH | NC | 27612 | NONE | PC | BALSAM MOUNTAIN PRESERVE FUND | $5,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW 800 | WASHINGTON | DC | 20024 | NONE | PC | UNRESTRICTED | $10,000 |
| KARTS 4 KIDS | |||||||
| 2797 SEABREEZE DRIVE S | GULFPORT | FL | 33707 | NONE | PC | SPONSORSHIP OF ONE TEAM/GENERAL EXPENSES | $8,000 |
| MEDIA RESEARCH CENTER | |||||||
| 1900 CAMPUS COMMONS DRIVE | RESTON | VA | 20191 | NONE | PC | UNRESTRICTED | $5,000 |
| NATIONAL INSTITUTE OF LABOR RELATIONS RESEARCH | |||||||
| 5211 PORT ROYAL ROAD 510 | SPRINGFIELD | VA | 22151 | NONE | PC | UNRESTRICTED | $5,000 |
| NATIONAL INSTITUTE OF LABOR RELATIONS RESEARCH | |||||||
| 5211 PORT ROYAL ROAD 510 | SPRINGFIELD | VA | 22151 | NONE | PC | UNRESTRICTED | $5,000 |
| OPERATION AIRDROP | |||||||
| PO BOX 1271 | BEDFORD | TX | 76095 | NONE | PC | UNRESTRICTED | $20,000 |
| OREGON INSTITUTE FOR SCIENCE AND MEDICINE | |||||||
| PO BOX 1279 | CAVE JUNCTION | OR | 97523 | NONE | PC | UNRESTRICTED | $120,000 |
| PERFORMING ARTS BUILDING FOUNDATION INC | |||||||
| PO BOX 2831 | ORLEANS | MA | 02653 | NONE | PC | UNRESTRICTED | $20,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | UNRESTRICTED | $20,000 |
| ST ANDREW'S SCHOOL | |||||||
| 63 FEDERAL ROAD | BARRINGTON | RI | 02806 | NONE | PC | UNRESTRICTED | $5,000 |
| STONEHAM FOOD PANTRY | |||||||
| 1 CHURCH STREET | STONEHAM | MA | 02180 | NONE | PC | UNRESTRICTED | $5,000 |
| STONEHAM LIBRARY | |||||||
| 431 MAIN STREET | STONEHAM | MA | 02180 | NONE | PC | UNRESTRICTED | $10,000 |
| THE BOYS AND GIRLS CLUBS OF STONEHAM AND WAKEFIELD | |||||||
| 15 DALE COURT | STONEHAM | MA | 02180 | NONE | PC | UNRESTRICTED | $15,000 |
| THE COMMUNITY OF JESUS INCORPORATED | |||||||
| 5 BAY VIEW DRIVE | ORLEANS | MA | 02653 | NONE | PC | UNRESTRICTED | $100,000 |
| THE COMMUNITY OF JESUS INCORPORATED | |||||||
| 5 BAY VIEW DRIVE | ORLEANS | MA | 02653 | NONE | PC | UNRESTRICTED | $100,000 |
| THE COMMUNITY OF JESUS INCORPORATED | |||||||
| 5 BAY VIEW DRIVE | ORLEANS | MA | 02653 | NONE | PC | UNRESTRICTED | $50,000 |
| THE COMMUNITY OF JESUS INCORPORATED | |||||||
| 5 BAY VIEW DRIVE | ORLEANS | MA | 02653 | NONE | PC | UNRESTRICTED | $100,000 |
| THE COMMUNITY OF JESUS INCORPORATED | |||||||
| 5 BAY VIEW DRIVE | ORLEANS | MA | 02653 | NONE | PC | UNRESTRICTED | $100,000 |
| THE HEARTLAND INSTITUTE | |||||||
| 3939 N WIKE ROAD | ARLINGTON HEIGHTS | IL | 60004 | NONE | PC | UNRESTRICTED | $5,000 |
| THE NRA FOUNDATION | |||||||
| 12822 MOSS PARK RIDGE DRIVE | ORLANDO | FL | 32832 | NONE | PC | UNRESTRICTED | $10,000 |
| THEATER ON THE EDGE | |||||||
| 2232 WINDCREST LAKE CIRCLE | ORLANDO | FL | 32824 | NONE | PC | UNRESTRICTED | $5,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 400 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | PC | UNRESTRICTED | $40,000 |
| US CONSTITUTION SCHOLARSHIP FOUNDATION | |||||||
| 1417 SADLER ROAD BOX 216 | FERNANDINA BEACH | FL | 32034 | NONE | PC | UNRESTRICTED | $5,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $20,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $10,000 |
| WORLD NET DAILY NEWS CENTER | |||||||
| 2020 PENNSYLVANIA AVE NW SUITE 351 | WASHINGTON | DC | 20006 | NONE | PC | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,511,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,701 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $569,958 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $804,659 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $804,659 | 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 |
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 | FRANK A DE GANAHL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY SQ 13FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $182,207 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,655 SHARES EXXON MOBIL COMMON STOCKCOST BASIS: $0FMV: $182,207 | NoncashPropertyDesc |
| Fair Market Value | $182,207 | FairMarketValueAmt |
| Received | 2025-07-02 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD INTERMEDIATE BOND INSTL | $421,956 | $435,171 |
| DOUBLELINE LOW DURATION BOND I | $170,285 | $173,336 |
| EXXON MOBIL CORP COM | $317,649 | $3,263,861 |
| FIDELITY 500 INDEX FUND | $588,325 | $1,014,353 |
| GQG PARTNERS INTL QUAL V | $121,282 | $138,536 |
| GUGGENHEIM TOTAL RETURN BOND INSTL | $345,303 | $353,074 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | $344,916 | $346,188 |
| ISHARES 3-7 YEAR TREASURY BOND | $267,450 | $267,344 |
| JPMORGAN LARGE CAP GROWTH FUND | $153,066 | $220,921 |
| MFS INTL GROWTH I | $146,633 | $198,565 |
| PIMCO INCOME FUND INSTL | $172,665 | $179,242 |
| SCHWAB FUNDAMENTAL INTL | $139,157 | $170,155 |
| SCHWAB FUNDAMENTAL US LARGE COMPANY | $246,582 | $304,136 |
| T. ROWE PRICE QM UD | $65,055 | $86,427 |
| VANGUARD MEGA CAP GROWTH | $79,686 | $109,384 |
| VANGUARD SMALL CAP VALUE | $76,308 | $84,716 |
| VANGUARD VALUE | $151,893 | $226,323 |
| ISHARES CORE MSCI | $243,483 | $268,309 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $125 | $125 | $0 |
| MISC. EXP | $207 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPTRUST | $60,985 | $60,985 | $0 |
| CHARLES SCHWAB | $965 | $965 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK A DE GANAHL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CAPTRUST ONE LIBERTY SQ 13FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,317 | $1,317 | $0 |
| IRS PAYMENT | $2,647 | $0 | $0 |
Comments