DR ALBERT R GILLESPIE AND LOUISE GILLESPIE CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DR ALBERT R GILLESPIE AND LOUISE GILLESPIE CHARITABLE TRUST (EIN 54-6409031)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201821299349101647
- Schema version
- 2017v2.2
- 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 | 2018-05-09T12:01:37-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-08 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,238,490 | 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 | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $37 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $40,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,764 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,764 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,659 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $13,659 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $54,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,460 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $54,460 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,305 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,305 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10,305 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $622 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $622 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,892 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,892 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $3,892 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $124 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $124 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $124 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,321 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,793 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,321 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,517 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,139 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $131,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,504 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,901,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,901,349 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,152,986 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,032,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,977,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,238,490 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,032,874 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,977,730 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,032,874 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,977,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,032,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,977,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,032,874 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,476 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,980,398 | SubtotalAmt |
| Other Decreases | $2,668 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,977,730 | 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 | $13,659 | GrossSalesPriceAmt |
| Gain Or Loss | $13,659 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,659 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,659 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,659 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,754,502 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,214,763 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.79219 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,808 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,718,148 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04970 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $194,861 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,864,754 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05042 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $183,036 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,559,753 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05142 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $157,187 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,110,319 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05054 | DistributionYr5Rt |
| Total Distribution | 0.994264 | TotalDistributionRt |
| Average Distribution | 0.198853 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,092,819 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $416,163 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $395 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $416,558 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,793 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $790 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $790 | SubtotalAmt |
| Tax Based On Investment Income | $790 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $809 | OverpaymentAmt |
| Applied To ES Tax | $809 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Ritchie P Gillespie | ||||||
| 720 South Collier Blvd 1401 | Marco Island | FL | 34145 | Trustee | 1.00 | $0 |
| W Curtis Gillespie | ||||||
| 424 E Gulf Dr | Sanibel Island | FL | 33957 | Trustee | 1.00 | $0 |
| 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 | $2,074,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,124,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,124,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,092,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $790 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $790 | TotalTaxAmt |
| Distributable Before Adj | $103,851 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,851 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,793 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,793 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $86,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,851 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,526,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,526,319 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,793 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,793 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $17,058 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,058 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,509,261 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,509,261 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,509,261 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 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 | $16,410 |
| Mission to the World | ||||||
| 1600 North Brown Road | Lawrenceville | GA | 30043 | 501c3 | To support World Missions. | $3,000 |
| 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. | $3,550 |
| Family Policy Foundation | ||||||
| 8655 Explorer Drive | Colorado Spings | CO | 80920 | 501c3 | To spread chrisian values across the country. | $1,200 |
| Christian Medical and Dental Associ | ||||||
| PO Box 7500 | Bristol | TN | 37621 | 501c3 | Provides resources, networking opportunities, education and a public voice for Christian healthcare. | $1,000 |
| Woodberry Forest School | ||||||
| 898 Woodberry Forest Rd | Woodberry Forest | VA | 22989 | 501c3 | To provide christian education for the community. | $100 |
| Community Foundation of Collier Cou | ||||||
| 1110 Pine Ridge Road Suite 200 | Naples | FL | 34108 | 501c3 | To make improvements in the community and to help those within the community. | $37,803 |
| 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. | $1,000 |
| Family Research Council | ||||||
| 801 G Street NW | Washington | DC | 20001 | 501c3 | To support public policy ministry in Washington DC. | $17,000 |
| American Values | ||||||
| PO Box 1223 | Merrifield | VA | 22116 | 501c3 | To support the voice of Family, Faith, and Freedom. | $2,000 |
| International Organization for Fami | ||||||
| 2029 K Street Suite 300 | Washington | DC | 20006 | 501c3 | National Organization for Marriage | $250 |
| Hillsdale College | ||||||
| 33 E College St | Hillsdale | MI | 49242 | 501c3 | To support the work of the conservative Christian College in Hillsdale. | $300 |
| Assoc of Certified Bible Counselors | ||||||
| 2825 Lexington Road | Louisville | KY | 40280 | 501c3 | Pursuing Excellence in Biblical Counseling | $680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,793 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,764 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,659 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,460 | 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 | $5,200 | 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 | $101,053 |
| Vanguard Short Term ET Corp | $137,420 | $135,841 |
| DFA Invt Dimensions Group Inc | $59,538 | $59,151 |
| DFA Invt Large Cap Hih Book | $138,610 | $155,849 |
| DFA Emerging Markets Core Equity | $119,152 | $134,669 |
| DFA Invt Dimensions Intl Core Equity | $259,679 | $290,999 |
| DFA Invt Dimesions US Core Equity | $553,458 | $676,660 |
| DFA Invt Dimensions US Core Equity | $256,955 | $305,180 |
| DFA Invt Dimesions Short Term | $237,508 | $234,886 |
| DFA One-Year Fixed Income Portfolio | $58,999 | $58,698 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2016 Tax Due with Return | $1,068 |
| Estimated 2017 Taxes | $1,600 |
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 | $65 | $65 | $65 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fee | CategoryTxt |
| Amt | $10,305 | Amt |
| Net Investment Income | $10,305 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,305 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Income Taxes | $472 | $472 |
| Other Taxes | $150 | $150 |