GERRY-CORBETT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GERRY-CORBETT FOUNDATION (EIN 59-3287385)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202511289349102086
- Schema version
- 2024v5.1
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T12:41:28-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK MERCER | PreparerPersonNm |
| PTIN | P00105178 | PTIN |
| Phone | 2292268320 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $10,049,960 | 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 | $96,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $492,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,694,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $492,154 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $69 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $588,991 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $589,060 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,028 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,514 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,514 | 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 | $53,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,764 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,376 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,376 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $418,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $392,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $170,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $562,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,929 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,839 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,839 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $188,285 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $222,177 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $221,535 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,700,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,082,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,768,780 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,216,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,943,480 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,004,806 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,133,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,302,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,049,960 | 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 | $8,133,877 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,302,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,133,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,302,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,133,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,302,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,133,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $170,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,303,903 | SubtotalAmt |
| Other Decreases | $978 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,302,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | 2021-12-17 | 2024-09-09 | $321,204 | $273,019 | $48,185 | $48,185 |
| GE VERNOVA INC | 2024-04-05 | 2024-12-19 | $83,099 | $32,730 | $50,369 | $50,369 |
| OCCIDENTAL PETROLEUM CORP DE | 2023-12-20 | 2024-10-24 | $49,253 | $60,095 | -$10,842 | -$10,842 |
| SPDR BLOOMBERG 1-3 MONTH T-B | 2024-03-12 | 2024-10-24 | $134,457 | $134,512 | -$55 | -$55 |
| ALPHABET INC CL C | 2022-02-10 | 2024-07-12 | $45,833 | $39,351 | $6,482 | $6,482 |
| CHARTER COMMUNICATIONS INC | 2022-12-28 | 2024-12-20 | $15,504 | $14,714 | $790 | $790 |
| GE AEROSPACE NEW | 2022-02-10 | 2024-04-23 | $164,458 | $71,106 | $93,352 | $93,352 |
| GE VERNOVA INC | 2022-02-10 | 2024-10-03 | $39,500 | $9,816 | $29,684 | $29,684 |
| GOLDMAN SACHS GRP INC | 2022-02-10 | 2024-07-23 | $155,205 | $122,094 | $33,111 | $33,111 |
| HILTON WORLDWIDE HLDGS INC | 2022-02-10 | 2024-11-19 | $13,855 | $9,865 | $3,990 | $3,990 |
| MARRIOTT INTL INC NEW CL A | 2022-02-10 | 2024-05-10 | $70,894 | $51,130 | $19,764 | $19,764 |
| META PLATFORMS INC CL A | 2022-02-10 | 2024-08-15 | $57,971 | $29,107 | $28,864 | $28,864 |
| MICROSOFT CORP | 2022-02-10 | 2024-07-12 | $85,190 | $61,742 | $23,448 | $23,448 |
| NETFLIX | 2022-05-23 | 2024-12-12 | $178,629 | $55,489 | $123,140 | $123,140 |
| OCCIDENTAL PETROLEUM CORP DE | 2023-10-12 | 2024-10-24 | $11,707 | $14,428 | -$2,721 | -$2,721 |
| SAFRAN SA | 2022-02-10 | 2024-07-23 | $75,280 | $44,567 | $30,713 | $30,713 |
| SPDR BLOOMBERG 1-3 MONTH T-B | 2023-05-19 | 2024-10-16 | $81,003 | $81,031 | -$28 | -$28 |
| UNITEDHEALTH GP INC | 2022-02-10 | 2024-01-30 | $10,585 | $10,255 | $330 | $330 |
| WELLS FARGO & CO NEW | 2022-02-10 | 2024-11-05 | $79,716 | $76,795 | $2,921 | $2,921 |
| TAIWAN SMCNDCTR MFG CO LTD ADR | 2023-10-13 | 2024-07-12 | $20,709 | $10,052 | $10,657 | $10,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $492,154 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,815 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,815 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,815 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,886 | 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 | $1,886 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,929 | 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 | 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 | $9,396,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,459,055 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,459,055 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,317,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $465,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $465,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,815 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,815 | TotalTaxAmt |
| Distributable Before Adj | $458,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $458,043 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $458,043 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $392,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $392,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $458,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $365,374 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $392,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $365,374 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,766 | 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 | $431,277 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARAMIS COLLECTIVE | |||||||
| 253 SARATOGA BLVD EAST | ROYAL PALM WAY | FL | 33411 | NONE | 501(C)(3) | CHARITABLE | $7,292 |
| AUCILLA CHRISTIAN ACADEMY | |||||||
| 7803 AUCILLA ROAD | MONTICELLO | FL | 32344 | NONE | 501(C)(3) | CHARITABLE | $50,000 |
| CHILDRENS HEALTH DEFENSE | |||||||
| 852 FRANKLIN AVE SUITE 511 | FRANKLIN LAKES | NJ | 07417 | NONE | 501(C)(3) | CHARITABLE | $8,000 |
| CORBETT PREPARATORY SCHOOL OF IDS | |||||||
| 12015 ORANGE GROVE DRIVE | TAMPA | FL | 33618 | NONE | 501(C)(3) | CHARITABLE | $121,792 |
| FACES OF COURAGE FOUNDATION INC | |||||||
| 10006 CROSS CREEK BLVD - SUITE 519 | TAMPA | FL | 33647 | NONE | 501(C)(3) | CHARITABLE | $40,597 |
| JUDICIAL WATCH | |||||||
| PO BOX 96234 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | CHARITABLE | $2,000 |
| LAKE DELAWARE BOYS CAMP | |||||||
| PO BOX 31 | DELHI | NY | 13753 | NONE | 501(C)(3) | CHARITABLE | $13,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | 501(C)(3) | CHARITABLE | $4,500 |
| NYSPCC | |||||||
| 161 WILLIAMS STREET 9TH FLOOR | NEY YORK | NY | 10038 | NONE | 501(C)(3) | CHARITABLE | $12,000 |
| RAPE CRISIS DOMESTIC CENTER | |||||||
| PO BOX 2193 | OCALA | FL | 34478 | NONE | 501(C)(3) | CHARITABLE | $40,597 |
| TALL TIMBERS RESEARCH STATION | |||||||
| 13093 HENRY BEADEL DRIVE | TALLAHASSEE | FL | 32312 | NONE | 501(C)(3) | CHARITABLE | $3,000 |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | CHARITABLE | $2,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| THE HUMANE SOCIETY OF MARION COUNTY | |||||||
| PO BOX 1542 | OCALA | FL | 34478 | NONE | 501(C)(3) | CHARITABLE | $40,598 |
| WESTON A PRICE FOUNDATION | |||||||
| 4200 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | 501(C)(3) | CHARITABLE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,376 | 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 | $96,837 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $492,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $588,991 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $588,991 | 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 | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| QUANTRX BIOMEDICAL CORPORATION | $5,875 | $3 |
| EXXON MOBILE CORP | $27,660 | $38,402 |
| AERCAP HOLDINGS N.V | $92,739 | $145,943 |
| ALPHABET INC CL C | $162,549 | $222,624 |
| AMAZON COM INC | $228,563 | $353,876 |
| AON PLC CL A | $146,153 | $180,298 |
| CAPITAL ONE FINANCIAL CORP | $85,351 | $118,048 |
| CHARTER COMMUNICATIONS INC | $40,787 | $46,617 |
| COMCAST CORP | $171,485 | $144,903 |
| CONOCOPHILLIPS | $239,579 | $227,298 |
| ELEVANCE HEALTH INC | $87,392 | $71,198 |
| HILTON WORLDWIDE HLDGS INC | $48,860 | $78,350 |
| LIBERTY BROADBAND CORP S-C | $142,499 | $69,003 |
| META PLATFORMS INC CL A | $56,524 | $224,250 |
| MICROSOFT CORP | $121,365 | $169,022 |
| PROSUS N V SPONSORED ADR | $103,716 | $122,156 |
| SAFRAN SA | $50,904 | $76,266 |
| SHELL PLC ADR | $127,723 | $146,225 |
| UNITEDHEALTH GP INC | $139,304 | $145,182 |
| VISA INC CL A | $71,167 | $93,864 |
| WELLS FARGO & CO NEW | $50,686 | $85,271 |
| WOODWARD INC COM | $72,501 | $92,030 |
| BAYER AG SPON ADR | $144,701 | $71,440 |
| SAP AG | $83,160 | $149,696 |
| TAIWAN SMCNDCTR MFG CO LTD ADR | $65,329 | $136,861 |
| ALCOA CORP | $79,856 | $78,960 |
| DISCOVER FINCL SVCS | $24,963 | $34,819 |
| GE VERNOVA INC | $36,987 | $82,233 |
| HUMANA INC | $136,439 | $103,006 |
| LONDON STK EXCHANGE GROUP ADR | $78,429 | $83,669 |
| WORKDAY INC CL A | $159,183 | $177,267 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $222,177 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $221,535 | 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 | $2,943,480 | $3,715,634 |
| SELECT EQUITY OFFSHORE | AT COST | $2,000,000 | $2,289,172 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED MARKET ADJUSTMENT | Desc |
| Amt | $978 | Amt |
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 | $69 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $51,028 | Amt |
| Net Investment Income | $25,514 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,514 | DisbursementsCharitablePrpsAmt |