GERRY-CORBETT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GERRY-CORBETT FOUNDATION (EIN 59-3287385)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-04
- IRS object ID
- 202430959349100408
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-04T10:31:32-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581304721 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANIGAN & ASSOCIATES P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 GORDON AVENUE | AddressLine1Txt |
| City | THOMASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593287385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERRY-CORBETT FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O CORNELIA G CORBETT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERR | BusinessNameControlTxt |
| Phone | 8132646128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 GUISANDO DE AVILA 201 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CORNELIA G CORBETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8132646128 | PhoneNum |
| Signature | 2024-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CORNELIA | PersonFirstNm |
| Person Last | CORBETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK MERCER | PreparerPersonNm |
| PTIN | P00105178 | PTIN |
| Phone | 2292268320 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,329,490 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $96,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$126,470 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,249,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $808 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$30,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,094 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,733 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,867 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,866 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,501 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,751 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,750 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,251 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,251 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $447,867 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$499,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,415 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,929 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $46,619 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $188,285 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $187,853 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,920,919 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,700,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,031,300 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,001 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,548,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,216,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,081,408 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,633,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,133,877 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,329,490 | 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 | $8,633,207 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,133,877 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,633,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,133,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,633,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,133,877 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,633,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$499,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $400 | OtherIncreasesAmt |
| Subtotal | $8,133,877 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,133,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| US TSY NOTE | 2014-07-18 | 2023-05-15 | $50,000 | $47,265 | $2,735 | $2,735 |
| VANGUARD S&P 500 ETF | 2021-12-17 | 2023-08-09 | $317,172 | $331,554 | -$14,382 | -$14,382 |
| JP MORGAN CHASE | 2013-04-29 | 2023-05-02 | $25,000 | $25,000 | $0 | $0 |
| AON PLC CL A | 2022-02-10 | 2023-01-09 | $16,029 | $14,989 | $1,040 | $1,040 |
| GE HEALTHCARE TECHNOLOGIES INC | 2022-02-10 | 2023-01-20 | $27,375 | $25,575 | $1,800 | $1,800 |
| HILTON WORLDWIDE HLDGS INC | 2022-02-10 | 2023-02-09 | $7,409 | $7,553 | -$144 | -$144 |
| MARRIOTT INTL INC NEW CL A | 2022-02-10 | 2023-02-10 | $8,210 | $8,376 | -$166 | -$166 |
| MICROSOFT CORP | 2022-02-10 | 2023-01-24 | $18,359 | $23,002 | -$4,643 | -$4,643 |
| MORGAN STANLEY | 2022-02-10 | 2023-01-04 | $25,882 | $32,300 | -$6,418 | -$6,418 |
| NETFLIX INC | 2022-02-10 | 2023-02-06 | $21,665 | $24,448 | -$2,783 | -$2,783 |
| SPDR BLOOMBERG 1-3 MONTH T-B | 2023-04-28 | 2023-11-13 | $131,456 | $131,866 | -$410 | -$410 |
| ALPHABET INC CL C | 2022-02-10 | 2023-12-07 | $44,245 | $45,608 | -$1,363 | -$1,363 |
| AMAZON COM INC | 2022-02-10 | 2023-08-03 | $5,433 | $6,686 | -$1,253 | -$1,253 |
| CITIGROUP INC NEW | 2022-02-10 | 2023-10-12 | $80,458 | $129,673 | -$49,215 | -$49,215 |
| COMCAST CORP CLASS A | 2022-02-10 | 2023-09-14 | $17,939 | $19,140 | -$1,201 | -$1,201 |
| DISH NETWORK CORP CLASS A | 2022-02-10 | 2023-06-22 | $10,076 | $50,613 | -$40,537 | -$40,537 |
| EVOLUTION AB ADR | 2022-02-10 | 2023-05-16 | $16,578 | $14,948 | $1,630 | $1,630 |
| GENERAL ELECTRIC CO | 2022-02-10 | 2023-12-21 | $47,119 | $32,008 | $15,111 | $15,111 |
| GOLDMAN SACHS GRP INC | 2022-02-10 | 2023-08-03 | $2,127 | $2,233 | -$106 | -$106 |
| LIBERTY BROADBAND CORP S-C | 2022-02-10 | 2023-08-03 | $1,863 | $3,088 | -$1,225 | -$1,225 |
| IAC INC NEW | 2022-02-10 | 2023-09-20 | $13,235 | $32,846 | -$19,611 | -$19,611 |
| HILTON WORLDWIDE HLDGS INC | 2022-02-10 | 2023-04-21 | $12,847 | $13,410 | -$563 | -$563 |
| MARRIOTT INTL INC NEW CL A | 2022-02-10 | 2023-08-16 | $21,338 | $17,974 | $3,364 | $3,364 |
| META PLATFORMS INC CL A | 2022-02-10 | 2023-10-25 | $109,636 | $93,968 | $15,668 | $15,668 |
| MICROSOFT CORP | 2022-02-10 | 2023-05-19 | $42,170 | $42,674 | -$504 | -$504 |
| MORGAN STANLEY | 2022-02-10 | 2023-07-07 | $44,349 | $57,255 | -$12,906 | -$12,906 |
| NASPERS LTD ADR | 2022-02-10 | 2023-05-22 | $13,171 | $12,257 | $914 | $914 |
| NETFLIX INC | 2022-02-10 | 2023-11-29 | $83,868 | $77,691 | $6,177 | $6,177 |
| PROSUS N V SPONSORED ADR | 2022-02-10 | 2023-09-26 | $4 | $5 | -$1 | -$1 |
| WALT DISNEY CO HLDG CO | 2022-02-10 | 2023-04-27 | $31,985 | $48,797 | -$16,812 | -$16,812 |
| WELLS FARGO & CO NEW | 2022-02-10 | 2023-08-03 | $2,178 | $2,844 | -$666 | -$666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$126,470 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,048 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,048 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,934 | 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 | $2,934 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,886 | OverpaymentAmt |
| Applied To ES Tax | $1,886 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FL | 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 | CORNELIA G CORBETT | IndividualWithBooksNm |
| Phone | 8132646128 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORBETT OFFICE 509 GUISANDO DE | AddressLine1Txt |
| Address Line2 | AVILA STE 201 | AddressLine2Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM F GERRY | |||||||||
| C/O CORNELIA G CORBETT 509 GUISANDO | DE AVILA STE 201 | TAMPA | FL | 33613 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CORNELIA G CORBETT | |||||||||
| C/O CORNELIA G CORBETT 509 GUISANDO | DE AVILA STE 201 | TAMPA | FL | 33613 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LIBBIE F GERRY | |||||||||
| C/O CORNELIA G CORBETT 509 GUISANDO | DE AVILA STE 201 | TAMPA | FL | 33613 | TRUSTEE | 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 | $7,786,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,889,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,889,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,770,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $388,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $388,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,048 | TotalTaxAmt |
| Distributable Before Adj | $387,490 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $387,490 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $387,490 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $447,867 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $447,867 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $387,490 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $425,751 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $447,867 | QualifyingDistributionsAmt |
| Applied To Year1 | $425,751 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,116 | 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 | $365,374 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| AMERICA FIRST LEGAL FOUNDATION | |||||||
| 611 PENNSYLVANIA AVENUE SE 231 | WASHINGTON | DC | 20003 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| AUCILLA CHRISTIAN ACADEMY | |||||||
| 7803 AUCILLA ROAD | MONTICELLO | FL | 32344 | NONE | 501(C)(3) | CHARITABLE | $50,000 |
| CENTER FOR FOOD SAFETY | |||||||
| 660 PENNSYLVANIA AVENUE STE 302 | WASHINGTON | DC | 20003 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| CHILDRENS HEALTH DEFENSE | |||||||
| 852 FRANKLIN AVE SUITE 511 | FRANKLIN LAKES | NJ | 07417 | NONE | 501(C)(3) | CHARITABLE | $7,000 |
| CORBETT PREPARATORY SCHOOL OF IDS | |||||||
| 12015 ORANGE GROVE DRIVE | TAMPA | FL | 33618 | NONE | 501(C)(3) | CHARITABLE | $141,917 |
| FACES OF COURAGE FOUNDATION INC | |||||||
| 10006 CROSS CREEK BLVD - SUITE 519 | TAMPA | FL | 33647 | NONE | 501(C)(3) | CHARITABLE | $47,306 |
| FOUNDATION FOR INDIVIDUAL | |||||||
| 510 WALNUT ST STE 1250 | PHILADELPHIA | PA | 19106 | NONE | 501(C)(3) | CHARITABLE | $1,400 |
| FREEDOM WATCH INC | |||||||
| 2020 PENNSYLVANIA AVENUE NW STE 345 | WASHINGTON | DC | 200061811 | NONE | 501(C)(3) | CHARITABLE | $1,400 |
| GROUP FOR THE EAST END | |||||||
| PO BOX 569 | BRIDGEHAMPTON | NY | 11932 | NONE | 501(C)(3) | CHARITABLE | $800 |
| JUDICIAL WATCH | |||||||
| PO BOX 96234 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | CHARITABLE | $6,000 |
| LAKE DELAWARE BOYS CAMP | |||||||
| PO BOX 31 | DELHI | NY | 13753 | NONE | 501(C)(3) | CHARITABLE | $12,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| MATINECOCK NEIGHBORHOOD ASSOCIATION | |||||||
| PO BOX 328 | LOCUST VALLEY | NY | 11560 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| MEDIA RESEARCH CENTER | |||||||
| 1900 CAMPUS COMMONS DR STE 600 | RESTON | VA | 20191 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| NATIONAL CENTER FOR PUBLIC POLICY RESEARCH | |||||||
| 501 CAPITOL COURT NE - SUITE 200 | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| NATIONAL RIGHT TO WORK | |||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | 501(C)(3) | CHARITABLE | $1,400 |
| NYSPCC | |||||||
| 161 WILLIAMS STREET 9TH FLOOR | NEY YORK | NY | 10038 | NONE | 501(C)(3) | CHARITABLE | $12,500 |
| ORGANIC CONSUMERS ASSOCIATION | |||||||
| 6771 S SILVER HILL DRIVE | FINLAND | MN | 55603 | NONE | 501(C)(3) | CHARITABLE | $3,000 |
| RAPE CRISIS DOMESTIC CENTER | |||||||
| PO BOX 2193 | OCALA | FL | 34478 | NONE | 501(C)(3) | CHARITABLE | $47,306 |
| ST JAMES CHURCH | |||||||
| 55 LAKE DELAWARE DRIVE | DELHI | NY | 13753 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| TALL TIMBERS RESEARCH STATION | |||||||
| 13093 HENRY BEADEL DRIVE | TALLAHASSEE | FL | 32312 | NONE | 501(C)(3) | CHARITABLE | $3,300 |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | CHARITABLE | $2,850 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | CHARITABLE | $5,750 |
| THE HUMANE SOCIETY OF MARION COUNTY | |||||||
| PO BOX 1542 | OCALA | FL | 34478 | NONE | 501(C)(3) | CHARITABLE | $47,305 |
| THE YOUNG AMERICAN'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DR 6TH FLOOR | RESTON | VA | 20191 | NONE | 501(C)(3) | CHARITABLE | $2,017 |
| THEODORE ROOSEVELT CONSERVATION PROJECT | |||||||
| 529 14TH STREET NW | WASHINGTON | DC | 20045 | NONE | 501(C)(3) | CHARITABLE | $2,000 |
| ARAMIS COLLECTIVE | |||||||
| 253 SARATOGA BLVD EAST | ROYAL PALM WAY | FL | 33411 | NONE | 501(C)(3) | CHARITABLE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,251 | 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 | $96,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$126,470 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$30,184 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$30,184 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENTS SOLD TO ACCOMPLISH ORGANIZATION'S CHARITABLE DONATIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,733 | Amt |
| Net Investment Income | $1,867 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,866 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| QUANTRX BIOMEDICAL CORPORATION | $5,875 | $0 |
| EXXON MOBILE CORP | $27,660 | $35,693 |
| AERCAP HOLDINGS N.V | $92,739 | $113,338 |
| ALPHABET INC CL C | $201,900 | $204,630 |
| AMAZON COM INC | $228,563 | $245,079 |
| AON PLC CL A | $66,009 | $66,644 |
| CAPITAL ONE FINANCIAL CORP | $85,351 | $86,801 |
| CHARTER COMMUNICATIONS INC | $19,062 | $22,155 |
| COMCAST CORP | $102,356 | $91,690 |
| CONOCOPHILLIPS | $164,616 | $182,346 |
| ELEVANCE HEALTH INC | $87,392 | $91,011 |
| GENERAL ELECTRIC CO | $80,922 | $132,097 |
| GOLDMAN SACHS GRP INC | $122,094 | $126,533 |
| HILTON WORLDWIDE HLDGS INC | $58,725 | $69,376 |
| LIBERTY BROADBAND CORP S-C | $142,499 | $74,385 |
| MARRIOTT INTL INC NEW CL A | $51,130 | $66,074 |
| META PLATFORMS INC CL A | $85,632 | $180,520 |
| MICROSOFT CORP | $183,106 | $227,504 |
| NETFLIX INC | $55,489 | $125,615 |
| PROSUS N V SPONSORED ADR | $65,721 | $57,277 |
| SAFRAN SA | $95,471 | $120,882 |
| SHELL PLC ADR | $127,723 | $153,577 |
| UNITEDHEALTH GP INC | $101,089 | $108,979 |
| VISA INC CL A | $35,739 | $41,135 |
| WELLS FARGO & CO NEW | $127,481 | $123,542 |
| WOODWARD INC COM | $46,724 | $54,588 |
| BAYER AG SPON ADR | $77,901 | $49,240 |
| OCCIDENTAL PETROLEUM CORP DE | $20,950 | $20,063 |
| SAP AG | $72,967 | $85,334 |
| TAIWAN SMCNDCTR MFG CO LTD ADR | $67,277 | $75,192 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $188,285 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $187,853 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD INDEX FDS S&P 500 ETF | AT COST | $3,216,500 | $3,291,288 |
| SELECT EQUITY OFFSHORE | AT COST | $2,000,000 | $1,790,120 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FLORIDA CORPORATION FEE | $61 | $61 | $0 |
| AMORTIZATION OF BOND PREMIUM | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX INCOME DIFFERENCE | Desc |
| Net Investment Income | $808 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED MARKET ADJUSTMENT | Desc |
| Amt | $400 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $39,501 | Amt |
| Net Investment Income | $19,751 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,750 | DisbursementsCharitablePrpsAmt |