ROBERT AND CORA PEEPLES FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND CORA PEEPLES FOUNDATION (EIN 58-2433751)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202531299349101978
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T11:01:32-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | 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 | 582433751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEEPLES FOUNDATION 49G069013 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEEP | BusinessNameControlTxt |
| Phone | 7066443129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 23024 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 319023024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL W GRAYDON | PersonNm |
| Person Title | SR VICE PRESIDE | PersonTitleTxt |
| Phone | 7066443129 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-05-05 | PreparationDt |
| 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 | $3,469,857 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $92,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,222 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,748 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $278,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $160,748 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $252,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,631 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,973 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,658 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,536 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $989 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $40,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,031 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $161,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $161,281 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,465,836 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,347,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,478,993 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $777,773 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $903,192 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $829,583 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,305,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,412,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,469,857 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,305,640 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,412,130 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,305,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,412,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,305,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,412,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,305,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,006 | OtherIncreasesAmt |
| Subtotal | $2,414,849 | SubtotalAmt |
| Other Decreases | $2,719 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,412,130 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 40. APPLE COMPUTER INC | 2017-12-18 | 2024-03-04 | $6,983 | $1,766 | $5,217 | $5,217 | |
| 173.731 AMERICAN FUNDS EUROPACIFIC GROWTH - F3 #716 | 2024-03-04 | $10,000 | $10,057 | -$57 | -$57 | ||
| 685.872 GOLDMAN SACHS INTERNATIONAL EQUITY INSIGHTS FUND CLASS R6 #465 | 2024-03-04 | $10,000 | $9,326 | $674 | $674 | ||
| 15. LILLY ELI & CO | 2024-03-04 | $11,846 | $1,300 | $10,546 | $10,546 | ||
| 20. NVIDIA CORP COM | 2019-02-13 | 2024-03-04 | $17,026 | $770 | $16,256 | $16,256 | |
| 28. VERALTO CORP COM SHS | 2024-03-04 | $2,453 | $940 | $1,513 | $1,513 | ||
| 15. AMAZON.COM INC COM | 2019-05-09 | 2024-05-30 | $2,694 | $1,414 | $1,280 | $1,280 | |
| 100. CISCO SYS INC COM W/RIGHTS ATTACHED EXPIRING 6/10/2008 | 2024-05-30 | $4,619 | $4,274 | $345 | $345 | ||
| 10. DANAHER CORP COM | 2018-08-06 | 2024-05-30 | $2,522 | $898 | $1,624 | $1,624 | |
| 25. DUKE ENERGY CORP NEW COM | 2017-08-02 | 2024-05-30 | $2,521 | $2,130 | $391 | $391 | |
| 55. EDWARDS LIFESCIENCES CORP COM | 2024-05-30 | $4,844 | $2,148 | $2,696 | $2,696 | ||
| 100. INTEL CORP COM | 2024-05-30 | $3,032 | $4,618 | -$1,586 | -$1,586 | ||
| 7. LILLY ELI & CO | 2017-12-18 | 2024-05-30 | $5,722 | $606 | $5,116 | $5,116 | |
| 13. NVIDIA CORP COM | 2019-02-13 | 2024-05-30 | $14,778 | $501 | $14,277 | $14,277 | |
| 40. SOUTHERN CO COM | 2017-08-02 | 2024-05-30 | $3,102 | $1,960 | $1,142 | $1,142 | |
| 10. UNION PAC CORP COM | 2022-08-02 | 2024-05-30 | $2,275 | $2,223 | $52 | $52 | |
| 10. WASTE MANAGEMENT INC COM | 2020-09-22 | 2024-05-30 | $2,056 | $1,150 | $906 | $906 | |
| 10. EATON CORP PLC SHS | 2018-01-04 | 2024-05-30 | $3,349 | $760 | $2,589 | $2,589 | |
| 45. AUTOMATIC DATA PROCESSING INC | 2017-12-18 | 2024-07-22 | $11,212 | $5,323 | $5,889 | $5,889 | |
| 170. CVS CORP | 2024-07-22 | $10,006 | $11,352 | -$1,346 | -$1,346 | ||
| 75. EOG RES INC COM | 2024-07-22 | $9,646 | $9,390 | $256 | $256 | ||
| 172.295 AMERICAN FUNDS EUROPACIFIC GROWTH - F3 #716 | 2018-01-04 | 2024-07-22 | $10,000 | $9,925 | $75 | $75 | |
| 51.73 FIDELITY 500 INDEX FUND | 2014-09-05 | 2024-07-22 | $10,000 | $3,697 | $6,303 | $6,303 | |
| 35. GENUINE PARTS CO COM | 2024-07-22 | $4,858 | $3,432 | $1,426 | $1,426 | ||
| 90. HP INC COM | 2017-12-18 | 2024-07-22 | $3,384 | $1,905 | $1,479 | $1,479 | |
| 345. INTEL CORP COM | 2024-07-22 | $11,472 | $14,622 | -$3,150 | -$3,150 | ||
| 28. ISHARES RUSSELL 1000 GROWTH ETF | 2018-01-04 | 2024-07-22 | $10,246 | $3,855 | $6,391 | $6,391 | |
| 8. LILLY ELI & CO | 2017-12-18 | 2024-07-22 | $6,905 | $692 | $6,213 | $6,213 | |
| 250. NVIDIA CORP COM | 2024-07-22 | $30,060 | $949 | $29,111 | $29,111 | ||
| 42. ISHARES RUSSELL 1000 GROWTH ETF | 2024-07-29 | $14,913 | $5,736 | $9,177 | $9,177 | ||
| 135. NVIDIA CORP COM | 2019-01-29 | 2024-07-29 | $15,170 | $459 | $14,711 | $14,711 | |
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,232 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $160,748 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $756 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $756 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,335 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| 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 | SC | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Synovus Trust Company NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9122353722 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7402 HODGSON MEMORIAL DRIVE SUITE | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31406 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Synovus Trust Company | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7402 HODGSON MEMORIAL DRIVE | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $38,631 | CompensationAmt |
| 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 |
| 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 | $3,250,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,373,415 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,373,415 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,322,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,141 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,141 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,091 | TotalTaxAmt |
| Distributable Before Adj | $163,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,658 | 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 | $115,658 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $105,556 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,658 | QualifyingDistributionsAmt |
| Applied To Year1 | $105,556 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,102 | 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 | $152,948 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HERITAGE LIBRARY FOUNDATION INC | |||||||
| 32 OFFICE PARK RD STE 3 | HILLTON HEAD ISLAND | SC | 29928 | NONE | PC | GENERAL PROGRAM SUPPORT | $42,400 |
| ANGLICAN CHURCH OF THE REDEEMER | |||||||
| 920 CALDWELL LN | NASHVILLE | TN | 37204 | NONE | PC | GENERAL PROGRAM SUPPORT | $53,000 |
| Dr George Mosse Chapter | |||||||
| HILTON HEAD ISLAND | Hilton Head Island | SC | 29928 | NA | PC | GENERAL PURPOSE | $7,420 |
| HILTON HEAD ISLAND SOCIETY | |||||||
| PO BOX 22235 | HILTON HEAD ISLAND | SC | 29925 | NA | PC | GENERAL PURPOSE | $3,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,222 | 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 | 18 | ExclusionCd |
| Exclusion | $160,748 | 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 | $252,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $252,970 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DISNEY WALT CO NEW MEDIUM TERM | ||
| DODGE & COX INCOME FUND #147 | $211,772 | $190,256 |
| VANGUARD SHORT TERM INVESTMENT | ||
| WELLS FARGO & CO NEW PFD DIVID | $1 | $2 |
| INTERNATIONAL BUSINESS MACHS S | ||
| TOYOTA MOTOR CREDIT CORP FR 2. | ||
| BARINGS ACTIVE SHORT DURATION | ||
| FEDERATED HERMES INSTITUTIONAL | $88,931 | $79,195 |
| FEDERATED HERMES TOTAL RETURN | $210,309 | $180,183 |
| ISHARES TRUST ISHARES PREFERRE | $87,236 | $72,375 |
| MASSMUTUAL SHORT-DURATION BOND | ||
| NORTHERN SHORT BOND PORTFOLIO | ||
| FIDELITY ADVISOR FLOATING RATE | $30,000 | $31,140 |
| ELI LILLY & CO SR GLBL NT 5.00 | $24,979 | $24,999 |
| TOYOTA MOTOR CORP SR GLBL NT 5 | $24,960 | $25,272 |
| US TREASURY NOTE 5.00% DTD 08/ | $49,946 | $50,245 |
| US TREASURY NOTE 4.625% DTD 0 | $49,804 | $50,306 |
| BLACKROCK STRATEGIC INCOME OP | $25,000 | $24,791 |
| US TREASURY NOTE 4.875% DTD 0 | $49,986 | $50,397 |
| US TREASURY NOTE 4.875% DTD 0 | $50,268 | $50,422 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (90 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON CORP PLC SHS | $8,573 | $39,824 |
| AT&T INC COM | $18,398 | $17,761 |
| ABBOTT LABORATORIES COM | $5,900 | $11,877 |
| ABBVIE INC COM | $12,361 | $23,101 |
| ALIBABA GROUP HLDG LTD SPONSOR | ||
| APPLE INC COM | $15,536 | $92,655 |
| AUTOMATIC DATA PROCESSING COM | ||
| BANK OF AMERICA CORP COM | $16,269 | $28,611 |
| BAXTER INTERNATIONAL INC COM | ||
| CVS HEALTH CORPORATION | ||
| CHEVRON CORPORATION | $18,389 | $21,002 |
| CISCO SYS INC COM | $9,071 | $13,912 |
| COCA COLA CO COM | $12,610 | $17,184 |
| COLUMBIA SMALL CAP INDEX FUND | $43,979 | $40,479 |
| DANAHER CORP COM | $6,312 | $17,216 |
| DARDEN RESTAURANTS INC COM | $8,744 | $17,736 |
| DISNEY WALT CO COM | ||
| DUKE ENERGY CORP NEW COM | $18,319 | $23,918 |
| EDWARDS LIFESCIENCES CORP COM | $4,796 | $9,254 |
| EMERSON ELEC CO COM | $6,534 | $11,773 |
| ENBRIDGE INC COM | $26,782 | $29,022 |
| EXXON MOBIL CORP COM | $22,368 | $27,968 |
| FACEBOOK INC CL A | ||
| GENUINE PARTS CO COM | $7,012 | $8,757 |
| HP INC COM | $5,434 | $9,789 |
| HENRY JACK & ASSOC INC COM | ||
| HOME DEPOT INC COM | $5,591 | $11,670 |
| INTEL CORP COM | ||
| ISHARES MSCI EMERGING MARKETS | ||
| ISHARES RUSSELL MID-CAP ETF | $52,582 | $87,958 |
| ISHARES RUSSELL 1000 VALUE ETF | $65,162 | $96,268 |
| ISHARES RUSSELL 1000 GROWTH ET | $46,041 | $135,734 |
| ISHARES RUSSELL 2000 ETF | $49,591 | $70,707 |
| J P MORGAN CHASE & CO COM | $20,040 | $47,942 |
| JOHNSON & JOHNSON COM | $16,522 | $16,631 |
| KIMBERLY CLARK CORP COM | $14,559 | $16,380 |
| LILLY ELI & CO COM | $5,816 | $54,040 |
| LOCKHEED MARTIN CORP COM | $17,563 | $26,727 |
| MCDONALDS CORP COM | $6,964 | $11,596 |
| MERCK & CO INC NEW COM | $16,528 | $27,357 |
| MICROSOFT CORP COM | $12,198 | $59,010 |
| MONDELEZ INTL INC CL A | $14,166 | $17,322 |
| ORACLE CORP COM | $7,682 | $26,662 |
| PEPSICO INC COM | $13,182 | $17,487 |
| PFIZER INC COM | $18,728 | $13,663 |
| SOUTHERN COMPANY | $18,292 | $31,199 |
| TJX COS INC NEW COM | $7,633 | $24,162 |
| TEXAS INSTRUMENTS INC COM | $5,729 | $10,313 |
| TRAVELERS COS INC COM | $18,320 | $32,520 |
| UNITED PARCEL SERVICES CL B | $15,546 | $17,024 |
| WASTE MANAGEMENT INC COM | $12,427 | $27,242 |
| ALPHABET INC CAP STK CI A | $25,937 | $83,292 |
| CME GROUP INC COM | ||
| CITIGROUP INC COM NEW | ||
| EOG RES INC COM | $9,773 | $12,258 |
| AMERICAN FUNDS EUROPACIFIC GRO | $47,988 | $48,910 |
| PROCTER & GAMBLE CO COM | $10,855 | $20,956 |
| UNION PAC CORP COM | $11,306 | $15,963 |
| AMAZON.COM INC COM | $18,988 | $49,363 |
| BRISTOL MYERS SQUIBB CO COM | $17,712 | $16,120 |
| BRISTOL MYERS SQUIBB CO CONTNG | ||
| DOW INC COM | $12,534 | $10,233 |
| FIDELITY 500 INDEX FUND | $62,087 | $177,395 |
| GLOBAL PMTS INC COM | ||
| GOLDMAN SACHS INTERNATIONAL EQ | $38,495 | $40,299 |
| JPMORGAN MID CAP VALUE FUND CL | $48,547 | $51,083 |
| JANUS HENDERSON ENTERPRISE FUN | $44,298 | $57,907 |
| NVIDIA CORP COM | $4,879 | $192,706 |
| VANGUARD DIVIDEND APPRECIATION | $30,000 | $52,524 |
| VERIZON COMMUNICATIONS INC COM | $19,453 | $15,196 |
| T ROWE PRICE LARGE-CAP GROWTH | ||
| STRYKER CORP COM | $7,100 | $12,602 |
| CARDINAL HEALTH INC COM | $11,891 | $26,019 |
| EBAY INC COM | ||
| META PLATFORM, INC. | ||
| MEDTRONIC PLC SHS | ||
| BLACKSTONE GROUP INC COM CL A | ||
| CUMMINS INC COM | $14,699 | $22,659 |
| JPMORGAN EXCHANGE TRADED F EQU | $90,427 | $94,349 |
| NUCOR CORP COM | $10,022 | $12,255 |
| TARGET CORP COM | $10,820 | $9,463 |
| 3M CO COM | ||
| VERALTO CORP COM SHS | ||
| US BANCORP DEL COM NEW | $7,679 | $11,240 |
| SUNCOR ENERGY INC NEW COM | $8,664 | $8,920 |
| SHELL PLC SPON ADS | $8,450 | $8,145 |
| RTX CORPORATION COM | $10,031 | $11,572 |
| INTERNATIONAL BUSINESS MACHS C | $10,351 | $16,487 |
| T ROWE PRICE LARGE-CAP GROWTH | $16,435 | $46,884 |
| AMERICAN INTL GROUP INC COM NE | $9,987 | $12,740 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANS POSTED IN 2025 | $2,708 |
| 2024 TRANSACTION POSTED IN 2023 | $11 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTION POSTED IN 2024 | $2,240 |
| ACCRUED INTERESTS IN PRIOR YEARS | $766 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $674 | $674 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $547 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $256 | $256 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $59 | $59 | $0 |
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