DR ALBERT R GILLESPIE AND LOUISE GILLESPIE CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DR ALBERT R GILLESPIE AND LOUISE GILLESPIE CHARITABLE TRUST (EIN 54-6409031)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201931349349103713
- Schema version
- 2018v3.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T13:42:19-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540947976 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Young Nicholas Branner & Phillips LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2187 | AddressLine1Txt |
| City | Harrisonburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 228019506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546409031 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Albert R & Louise C Gillespie | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Trust UA Dated 2797 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 5408497248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 South Collier Blvd Unit 1401 | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ritchie P Gillespie | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David W Black | PreparerPersonNm |
| PTIN | P01340961 | PTIN |
| Phone | 5404332581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,009,575 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $111 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $111 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $44,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,917 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $44,917 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,666 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $37,666 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $82,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,694 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $82,694 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,916 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,916 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $11,916 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $876 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $876 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,588 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,588 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,588 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $162 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $72 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $162 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,666 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,666 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $68,028 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,046 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,887 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,901,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,945,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,962,688 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,977,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,992,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,009,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,977,730 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,992,131 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,977,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,992,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,977,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,992,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,977,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,192 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,992,922 | SubtotalAmt |
| Other Decreases | $791 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,992,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Trade PMR - Capital gain Dist | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Gross Sales Price | $113,990 | GrossSalesPriceAmt |
| Cost Or Other Basis | $76,324 | CostOrOtherBasisAmt |
| Gain Or Loss | $37,666 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $37,666 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,666 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $37,666 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $86,793 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,092,819 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04147 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,754,502 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,214,763 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.79219 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,808 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,718,148 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04970 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,861 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,864,754 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05042 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $183,036 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,559,753 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05142 | DistributionYr5Rt |
| Total Distribution | 0.985199 | TotalDistributionRt |
| Average Distribution | 0.197040 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,159,875 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $425,582 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $672 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $426,254 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,560 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,345 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,345 | SubtotalAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,584 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,584 | TotalPaymentsAndCreditsAmt |
| Overpayment | $239 | OverpaymentAmt |
| Applied To ES Tax | $239 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ritchie P Gillespie | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5402488511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 South Collier Blvd Unit 1401 | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | Ritchie P Gillespie | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 South Collier Blvd 1401 | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,149,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,192,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,192,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,159,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,994 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,994 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,345 | TotalTaxAmt |
| Distributable Before Adj | $106,649 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,649 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,649 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,560 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $49,560 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $49,560 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,649 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,509,261 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,509,261 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,560 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,560 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $57,089 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $57,089 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,452,172 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,452,172 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,452,172 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Ligonier Ministries | ||||||
| 400 Technology Park | Lake Mary | FL | 32746 | 501c3 | Christian ministry | $14,732 |
| Mission to the World | ||||||
| 1600 North Brown Road | Lawrenceville | GA | 30043 | 501c3 | To support World Missions. | $3,800 |
| Marco Presbyterian Church | ||||||
| 875 West Elkcam Circle | Marco Island | FL | 34145 | 501c3 | Christian Ministry | $2,500 |
| Evangelism Explosion International | ||||||
| 10 Misty Valley Parkway | Arden | NC | 28704 | 501c3 | To spread the work of Christ. | $3,024 |
| Family Policy Foundation | ||||||
| 8655 Explorer Drive | Colorado Spings | CO | 80920 | 501c3 | To spread chrisian values across the country. | $1,300 |
| Christian Medical and Dental Associ | ||||||
| PO Box 7500 | Bristol | TN | 37621 | 501c3 | Provides resources, networking opportunities, education and a public voice for Christian healthcare. | $1,348 |
| Woodberry Forest School | ||||||
| 898 Woodberry Forest Rd | Woodberry Forest | VA | 22989 | 501c3 | To provide christian education for the community. | $100 |
| USAFA Endowment | ||||||
| 3116 Academy Drive Suite 200 | USAFA | CO | 80840 | 501c3 | To be the preeminent organziation for the development and abiding stewardship of major gifts to the USAFA. | $1,100 |
| Family Research Council | ||||||
| 801 G Street NW | Washington | DC | 20001 | 501c3 | To support public policy ministry in Washington DC. | $13,500 |
| American Values | ||||||
| PO Box 1223 | Merrifield | VA | 22116 | 501c3 | To support the voice of Family, Faith, and Freedom. | $1,000 |
| International Organization for Fami | ||||||
| 2029 K Street Suite 300 | Washington | DC | 20006 | 501c3 | National Organization for Marriage | $600 |
| Pregnancy Resource Center of Sthwes | ||||||
| 26951 Country Club Drive | Bonita Springs | FL | 34134 | 501C3 | pregancy resources | $550 |
| The Navigators Ministry | ||||||
| PoBox 6000 | Colorado Springs | CO | 80934 | 501C3 | christian ministry | $500 |
| Samaritan's Purse | ||||||
| POBox 3000 | Boone | NC | 28607 | 501C3 | Assist traumtized survivors of the california wildfires | $500 |
| The Heritage Foundation | ||||||
| 214 Massachusetts Ave | Washington | DC | 20002 | 501C3 | To support public policy ministry in Washington DC. | $250 |
| Map International | ||||||
| 4700 Glynco Parkway | Brunswick | GA | 31525 | 501C3 | to serve medical needs of communities in desperate situations | $516 |
| Southern Baptist Theological Semina | ||||||
| 2825 Lexington Road | Louisville | KY | 40280 | 501C3 | To support tuition costs for mission students | $1,000 |
| Gideons International | ||||||
| 1618 S 51st St | Tampa | FL | 33619 | 501C3 | To spread the work of Christ. | $500 |
| Judicial Watch Inc | ||||||
| 423 3rd St SW | Washington | DC | 20515 | 501C3 | To support the fight against corruption accross the country | $1,000 |
| Christian Research Institute | ||||||
| POBox 8500 | Charlotte | NC | 28271 | 501C3 | To spread Christianity accross the globe | $150 |
| Equipping Leaders International Inc | ||||||
| 384 Village Drive | St Augustine | FL | 32084 | 501C3 | Christian Ministry | $1,000 |
| Voice of the Martyrs | ||||||
| 1815 SE Bison Rd | Bartlesville | OK | 74006 | 501C3 | Support christian misson organization | $240 |
| Reformed University Fellowship | ||||||
| 1700 North Brown Rd Suite 104 | Lawrenceville | GA | 30043 | 501C3 | To support ministries studies | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,560 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $82,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,694 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Schwab US Reit ETF | $80,030 | $93,502 |
| Vanguard Short Term ET Corp | $137,420 | $133,511 |
| DFA Invt Dimensions Group Inc | $59,538 | $57,455 |
| DFA Invt Large Cap Hih Book | $138,610 | $128,041 |
| DFA Emerging Markets Core Equity | $119,152 | $111,644 |
| DFA Invt Dimensions Intl Core Equity | $259,679 | $234,161 |
| DFA Invt Dimesions US Core Equity | $477,134 | $526,277 |
| DFA Invt Dimensions US Core Equity | $256,955 | $268,661 |
| DFA Invt Dimesions Short Term | $237,508 | $230,738 |
| DFA One-Year Fixed Income Portfolio | $179,059 | $178,698 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Estimated 2018 Taxes | Desc |
| Amt | $791 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Credit Card Fee | $59 | $59 | $59 |
| Office Supplies | $103 | $13 | $103 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fee | CategoryTxt |
| Amt | $11,916 | Amt |
| Net Investment Income | $11,916 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,916 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Income Taxes | CategoryTxt |
| Amt | $876 | Amt |
| Net Investment Income | $876 | NetInvestmentIncomeAmt |