BAXTER FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BAXTER FOUNDATION TR (EIN 25-6603101)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349104334
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T16:09:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Washington Blvd 5th Floor | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | 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 | 256603101 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Baxter Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | BAXT | BusinessNameControlTxt |
| Phone | 2032461338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5149 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068815149 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Virginia Baxter | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2032461338 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine Gonzalez | PreparerPersonNm |
| PTIN | P00361493 | PTIN |
| Phone | 2039056300 | 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 | $920,121 | 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 | $399 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $399 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,147 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,370 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,640 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,186 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,394 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,470 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $390 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $243 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,695 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,361 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $334 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,804 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,335 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,335 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,139 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,091 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,188 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,472 | CashBOYAmt |
| Cash EOY | $36,482 | CashEOYAmt |
| Cash EOYFMV | $36,482 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,812 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $75,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,427 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $385,067 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $221,543 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $221,543 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $429,760 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $364,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $390,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $920,121 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $364,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $390,264 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $364,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $390,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $364,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $390,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $364,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,091 | ExcessRevenueOverExpensesAmt |
| Subtotal | $390,264 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $390,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 75 SHARES MICROSOFT CORP | 2012-09-14 | 2025-08-18 | $38,854 | $2,012 | $36,842 | $36,842 |
| 75 SHARES ORACLE CORP | 2012-09-14 | 2025-08-18 | $18,383 | $1,063 | $17,320 | $17,320 |
| 250 SHARES VERIZON COMMUNICATIONS INC | 2008-01-28 | 2025-08-18 | $11,134 | $8,656 | $2,478 | $2,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,640 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $920 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $920 | SubtotalAmt |
| Tax Based On Investment Income | $920 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $926 | TaxDueAmt |
| 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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032461338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5149 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068815149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Thomas G Baxter | ||||||||
| PO Box 5149 | Westport | CT | 068815149 | Trustee | 3.0 | $0 | $0 | $0 |
| Virginia T Baxter | ||||||||
| PO Box 5149 | Westport | CT | 068815149 | Trustee | 3.0 | $0 | $0 | $0 |
| 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 | $888,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $932,353 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $932,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $918,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $920 | TotalTaxAmt |
| Distributable Before Adj | $44,998 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,998 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,998 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,139 | 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 | $40,139 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,998 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,867 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $31,875 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,139 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,139 | AppliedToYear1Amt |
| 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 | $31,875 | PriorYearUndistributedIncmAmt |
| Taxable1 | $31,875 | Taxable1Amt |
| Taxable2 | $728 | Taxable2Amt |
| Undistributed Income CY | $44,998 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS G BAXTER | ContributingManagerNm |
| Contributing Manager | VIRGINIA T BAXTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Laces of Love | ||||||
| 1976 Bethany Place | Naples | FL | 34109 | NC | TO SUPPORT ORGANIZATION'S MISSION | $17,575 |
| Church of The Assumption | ||||||
| 98 Riverside Ave | Westport | CT | 06880 | NC | TO SUPPORT ORGANIZATION'S MISSION | $2,500 |
| BC Matthew Ryan Memorial Foundation | ||||||
| 709 Arlington Drive | Seaford | NY | 11783 | NC | TO SUPPORT ORGANIZATION'S MISSION | $1,000 |
| Clinton VFW | ||||||
| 465 Riverside Ave | Westport | CT | 06880 | NC | TO SUPPORT ORGANIZATION'S MISSION | $1,000 |
| Wreaths Across America | ||||||
| PO BOX 249 | Columbia Falls | ME | 04623 | NC | TO SUPPORT ORGANIZATION'S MISSION | $204 |
| Delbarton School | ||||||
| 230 Mendham Road | Morristown | NJ | 07960 | NC | TO SUPPORT ORGANIZATION'S MISSION | $2,578 |
| St Leo The Great Catholic Church | ||||||
| 28290 Beaumont Road | Bonita Springs | FL | 34134 | NC | TO SUPPORT ORGANIZATION'S MISSION | $1,538 |
| Tunnels to Towers | ||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | NC | TO SUPPORT ORGANIZATION'S MISSION | $2,500 |
| Samaritans Purse US | ||||||
| PO Box 3000 | Boone | NC | 28607 | NC | TO SUPPORT ORGANIZATION'S MISSION | $5,000 |
| St Anthony of Padua Parish | ||||||
| 101 E Virginia Ave | Effingham | IL | 62401 | NC | TO SUPPORT ORGANIZATION'S MISSION | $1,000 |
| North Bay Business Center | ||||||
| 11983 Tamiami Trail N | Bonita Springs | FL | 34110 | NC | TO SUPPORT ORGANIZATION'S MISSION | $390 |
| Soundview Empowerment Alliance | ||||||
| 33 Soundview Drive | Westport | CT | 06880 | NC | TO SUPPORT ORGANIZATION'S MISSION | $500 |
| Kiwanis of Wilton CT | ||||||
| PO Box 204 | Wilton | CT | 06897 | NC | TO SUPPORT ORGANIZATION'S MISSION | $50 |
| Angels Touch Dog Rescue | ||||||
| 27605 Baretta Drive | Bonita Springs | FL | 34135 | NC | TO SUPPORT ORGANIZATION'S MISSION | $500 |
| Veterinary Care Foundation | ||||||
| 16504 NW Hwy 225 | Reddick | FL | 32686 | NC | TO SUPPORT ORGANIZATION'S MISSION | $1,000 |
| Inky's Santa Toy Drive | ||||||
| PO Box 2595 | Nantucket | MA | 02854 | NC | TO SUPPORT ORGANIZATION'S MISSION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,335 | 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 | $399 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,147 | 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 | 14 | ExclusionCd |
| Exclusion | $56,640 | 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 | $73,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,186 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,675 | Amt |
| Net Investment Income | $2,394 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,470 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 MEDTRONIC PLC | $15,134 | $19,212 |
| 400 BRISTOL-MYERS SQUIBB CO | $9,071 | $21,576 |
| 500 CISCO SYSTEMS INC | $7,739 | $38,515 |
| 342 LAS VEGAS SANDS CORP COM | $14,418 | $22,261 |
| 500 MICROSOFT CORP | $11,399 | $205,539 |
| 475 ORACLE CORP | $5,666 | $77,964 |
| 250 VERIZON COMMUNICATIONS INC | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1200 ISHARES S&P 500 GRWTH ETF | AT COST | $21,058 | $147,912 |
| 438 ISHARES S&P 500 VALUE ETF | AT COST | $34,531 | $92,887 |
| 120 VANECK ETF TRUST BIOTECH | AT COST | $19,247 | $22,712 |
| 670 VANGUARD INTL EQTY INDEX E | AT COST | $29,621 | $36,019 |
| 725 VANGUARD INTL EQUITY INDEX | AT COST | $47,376 | $60,617 |
| 68 ISHARES TIPS BOND ETF | AT COST | $7,085 | $7,474 |
| 550 ISHARES CORE U.S. AG | AT COST | $55,477 | $54,934 |
| 87 ISHARES TRST 1 - 3 YR TREAS | AT COST | $7,148 | $7,205 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE EXPENSE | $334 | $334 | |
| INVESTMENT ADVISORY FEES | $4,361 | $4,361 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $147 | |
| FOREIGN TAX | $243 | $243 |
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