GEORGE D BATES FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE D BATES FAMILY FOUNDATION INC (EIN 59-3458518)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-29
- IRS object ID
- 202513029349101456
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T16:14:17-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593186310 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS HOWELL FERGUSON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2615 CENTENNIAL BLVD SUITE 200 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | 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 | 593458518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE D BATES JR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 8506272810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 205 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 323530205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK W BATES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8506272810 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YING WANG | PreparerPersonNm |
| PTIN | P01306055 | PTIN |
| Phone | 8506688100 | 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 | $330,028 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $432,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,977 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $98,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,537 | 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 | $1,194 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,233 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,537 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,643 | CashBOYAmt |
| Cash EOY | $4,922 | CashEOYAmt |
| Cash EOYFMV | $4,922 | CashEOYFMVAmt |
| Corporate Stock BOY | $283,977 | CorporateStockBOYAmt |
| Corporate Stock EOY | $281,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $318,930 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,251 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,176 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $290,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $330,028 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $290,620 | CapitalStockBOYAmt |
| Capital Stock EOY | $293,178 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $290,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $293,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $290,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $293,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $290,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $293,924 | SubtotalAmt |
| Other Decreases | $746 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $293,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES | P | 2024-02-12 | 2024-09-18 | $2,228 | $2,623 | -$395 | -$395 |
| AMAZON COM INC | P | 2024-02-12 | 2024-09-18 | $1,867 | $1,736 | $131 | $131 |
| AMERICAN EXPRESS CO | P | 2024-02-09 | 2024-09-18 | $3,152 | $2,556 | $596 | $596 |
| AMGEN INC | P | 2024-02-09 | 2024-09-18 | $2,993 | $2,624 | $369 | $369 |
| APPLE INC | P | 2024-02-09 | 2024-09-18 | $3,305 | $2,835 | $470 | $470 |
| BANK OF AMERICA CORP | P | 2024-02-12 | 2024-09-04 | $404 | $336 | $68 | $68 |
| BANK OF AMERICA CORP | P | 2024-02-12 | 2024-09-18 | $2,938 | $2,486 | $452 | $452 |
| CENTENE CORPORATION | P | 2024-02-12 | 2024-08-13 | $3,201 | $3,263 | -$62 | -$62 |
| CENTENE CORPORATION | P | 2024-02-12 | 2024-12-02 | $1,955 | $2,537 | -$582 | -$582 |
| CENTENE CORPORATION | P | 2024-02-09 | 2024-12-02 | $3,317 | $4,351 | -$1,034 | -$1,034 |
| CVS HEALTH CORP COM | P | 2024-02-12 | 2024-04-03 | $3,254 | $3,389 | -$135 | -$135 |
| DIGITAL REALTY TRUST INC | P | 2024-02-09 | 2024-09-18 | $1,588 | $1,461 | $127 | $127 |
| INTUITIVE SURGICAL INC | P | 2024-02-09 | 2024-04-30 | $1,482 | $1,552 | -$70 | -$70 |
| INTUITIVE SURGICAL INC | P | 2024-02-12 | 2024-04-30 | $5,187 | $5,396 | -$209 | -$209 |
| MC DONALDS CORP | P | 2024-02-12 | 2024-09-18 | $2,334 | $2,324 | $10 | $10 |
| MEDTRONIC PLS SHS | P | 2024-02-12 | 2024-08-13 | $3,031 | $3,136 | -$105 | -$105 |
| ORACLE CORP | P | 2024-02-09 | 2024-09-18 | $2,305 | $1,637 | $668 | $668 |
| ORACLE CORP | P | 2024-02-12 | 2024-09-18 | $988 | $700 | $288 | $288 |
| QUALCOMM INC | P | 2024-02-12 | 2024-04-30 | $3,684 | $3,384 | $300 | $300 |
| QUALCOMM INC | P | 2024-02-12 | 2024-09-18 | $1,683 | $1,538 | $145 | $145 |
| RTX CORPORATION | P | 2024-02-12 | 2024-09-04 | $2,175 | $1,636 | $539 | $539 |
| RTX CORPORATION | P | 2024-02-12 | 2024-09-18 | $2,836 | $2,181 | $655 | $655 |
| SYNOVUS | P | 2024-02-12 | 2024-09-18 | $1,938 | $1,593 | $345 | $345 |
| WALMART INC | P | 2024-02-12 | 2024-09-04 | $2,621 | $1,922 | $699 | $699 |
| WALMART INC | P | 2024-02-12 | 2024-09-18 | $3,634 | $2,600 | $1,034 | $1,034 |
| WILLSCOT HLDGS CORP CL A | P | 2024-02-09 | 2024-08-13 | $1,689 | $2,534 | -$845 | -$845 |
| WILLSCOT HLDGS CORP CL A | P | 2024-02-12 | 2024-08-13 | $5,034 | $7,583 | -$2,549 | -$2,549 |
| ALKAMI TECHNOLOGY INC | P | 2023-05-09 | 2024-02-12 | $3,655 | $1,764 | $1,891 | $1,891 |
| ALKAMI TECHNOLOGY INC | P | 2023-05-10 | 2024-02-12 | $1,972 | $964 | $1,008 | $1,008 |
| ALLSTATE CORP | P | 2023-07-20 | 2024-02-12 | $8,136 | $5,551 | $2,585 | $2,585 |
| ANSYS INC | P | 2023-02-23 | 2024-02-09 | $6,182 | $5,350 | $832 | $832 |
| BOEING CO | P | 2024-01-10 | 2024-02-09 | $8,562 | $9,389 | -$827 | -$827 |
| BROWN & BROWN INC | P | 2023-03-01 | 2024-02-12 | $5,582 | $3,869 | $1,713 | $1,713 |
| CLEARWATER ANALYTICS HOLDINGS | P | 2023-06-15 | 2024-02-09 | $4,264 | $3,664 | $600 | $600 |
| FORINET INC | P | 2023-02-16 | 2024-02-09 | $2,468 | $2,169 | $299 | $299 |
| FORINET INC | P | 2023-02-16 | 2024-02-09 | $4,512 | $3,990 | $522 | $522 |
| MITEK SYS NEW | P | 2023-10-25 | 2024-02-12 | $3,771 | $3,093 | $678 | $678 |
| TOAST INC CL A | P | 2023-04-20 | 2024-02-09 | $4,667 | $4,325 | $342 | $342 |
| TOAST INC CL A | P | 2023-05-22 | 2024-02-09 | $1,679 | $1,828 | -$149 | -$149 |
| TREACE MEDICAL CONCEPTS INC | P | 2023-10-10 | 2024-02-09 | $1,805 | $1,503 | $302 | $302 |
| YETI HOLDINGS INC | P | 2023-02-23 | 2024-02-12 | $4,491 | $3,658 | $833 | $833 |
| ALPHABET INC CL A | P | 2021-10-20 | 2024-02-12 | $2,819 | $2,719 | $100 | $100 |
| ALPHABET INC CL A | P | 2021-10-20 | 2024-02-09 | $1,919 | $1,717 | $202 | $202 |
| BLOCK INC CL A | P | 2021-09-21 | 2024-02-09 | $2,173 | $8,092 | -$5,919 | -$5,919 |
| BLOCK INC CL A | P | 2021-10-26 | 2024-02-09 | $340 | $1,304 | -$964 | -$964 |
| BLOCK INC CL A | P | 2022-01-13 | 2024-02-09 | $5,772 | $12,058 | -$6,286 | -$6,286 |
| BLOCK INC CL A | P | 2022-01-24 | 2024-02-09 | $3,531 | $5,657 | -$2,126 | -$2,126 |
| BLOCK INC CL A | P | 2022-07-28 | 2024-02-09 | $1,358 | $1,471 | -$113 | -$113 |
| BLOCK INC CL A | P | 2022-09-28 | 2024-02-09 | $5,093 | $4,219 | $874 | $874 |
| CHIPOTLE MEDICAN GRILL INC COM | P | 2022-10-14 | 2024-02-12 | $5,233 | $3,090 | $2,143 | $2,143 |
| CHIPOTLE MEDICAN GRILL INC COM | P | 2022-10-18 | 2024-02-12 | $7,849 | $4,596 | $3,253 | $3,253 |
| CLOUDFARE INC CL A | P | 2019-10-10 | 2024-02-12 | $8,742 | $1,379 | $7,363 | $7,363 |
| CLOUDFARE INC CL A | P | 2020-05-08 | 2024-02-12 | $863 | $214 | $649 | $649 |
| CLOUDFARE INC CL A | P | 2022-03-09 | 2024-02-12 | $2,374 | $2,152 | $222 | $222 |
| CLOUDFARE INC CL A | P | 2022-05-09 | 2024-02-12 | $9,605 | $5,536 | $4,069 | $4,069 |
| CROWDSTRIKE HLDGS INC CL A | P | 2023-01-24 | 2024-02-12 | $17,974 | $5,797 | $12,177 | $12,177 |
| DECKER OUTDOOR CORPORATION | P | 2022-08-10 | 2024-02-12 | $22,077 | $8,470 | $13,607 | $13,607 |
| DECKER OUTDOOR CORPORATION | P | 2022-11-17 | 2024-02-12 | $5,944 | $2,382 | $3,562 | $3,562 |
| DEXCOM INC | P | 2021-05-18 | 2024-02-12 | $5,743 | $4,003 | $1,740 | $1,740 |
| DEXCOM INC | P | 2022-03-01 | 2024-02-12 | $13,400 | $11,795 | $1,605 | $1,605 |
| DOCUSIGN INC | P | 2019-02-08 | 2024-02-12 | $5,464 | $5,412 | $52 | $52 |
| DOCUSIGN INC | P | 2021-01-12 | 2024-02-12 | $258 | $1,283 | -$1,025 | -$1,025 |
| DOCUSIGN INC | P | 2022-01-20 | 2024-02-12 | $1,701 | $4,312 | -$2,611 | -$2,611 |
| DOCUSIGN INC | P | 2022-03-15 | 2024-02-12 | $155 | $223 | -$68 | -$68 |
| DOCUSIGN INC | P | 2022-03-15 | 2024-02-12 | $2,732 | $3,920 | -$1,188 | -$1,188 |
| ESTEE LAUDER CO INC CL A | P | 2020-11-12 | 2024-02-09 | $719 | $1,251 | -$532 | -$532 |
| ESTEE LAUDER CO INC CL A | P | 2021-02-09 | 2024-02-09 | $288 | $559 | -$271 | -$271 |
| FIVE BELOW | P | 2020-02-06 | 2024-02-12 | $2,087 | $1,294 | $793 | $793 |
| FIVE BELOW | P | 2021-05-12 | 2024-02-12 | $2,087 | $2,010 | $77 | $77 |
| FIVE BELOW | P | 2021-07-14 | 2024-02-12 | $1,897 | $1,887 | $10 | $10 |
| HOME DEPOT INC | P | 2020-04-06 | 2024-02-12 | $20,625 | $10,509 | $10,116 | $10,116 |
| HOME DEPOT INC | P | 2021-03-08 | 2024-02-12 | $2,946 | $2,075 | $871 | $871 |
| HOME DEPOT INC | P | 2021-11-01 | 2024-02-09 | $1,842 | $1,827 | $15 | $15 |
| INMODE LTD | P | 2022-11-02 | 2024-02-09 | $2,738 | $3,664 | -$926 | -$926 |
| INMODE LTD | P | 2022-11-03 | 2024-02-12 | $2,867 | $3,680 | -$813 | -$813 |
| LENNAR CORP CL B | P | 2022-06-15 | 2024-02-12 | $15,776 | $6,213 | $9,563 | $9,563 |
| LENNAR CORPORATION | P | 2022-02-09 | 2024-02-12 | $18,889 | $11,588 | $7,301 | $7,301 |
| LULULEMON ATHLETICA INC | P | 2021-02-16 | 2024-02-12 | $1,892 | $1,374 | $518 | $518 |
| LULULEMON ATHLETICA INC | P | 2021-03-29 | 2024-02-12 | $10,405 | $6,883 | $3,522 | $3,522 |
| LULULEMON ATHLETICA INC | P | 2022-05-31 | 2024-02-12 | $8,040 | $5,014 | $3,026 | $3,026 |
| MERCK & CO INC NEW COM | P | 2022-06-16 | 2024-02-12 | $8,489 | $5,744 | $2,745 | $2,745 |
| PENUMBRA INC COM | P | 2021-05-18 | 2024-02-09 | $4,355 | $3,860 | $495 | $495 |
| PENUMBRA INC COM | P | 2021-12-08 | 2024-02-09 | $817 | $790 | $27 | $27 |
| TREACE MEDICAL CONCEPTS INC | P | 2021-05-18 | 2024-02-09 | $1,958 | $3,934 | -$1,976 | -$1,976 |
| TREACE MEDICAL CONCEPTS INC | P | 2021-10-19 | 2024-02-09 | $168 | $278 | -$110 | -$110 |
| TREACE MEDICAL CONCEPTS INC | P | 2021-10-20 | 2024-02-09 | $153 | $252 | -$99 | -$99 |
| TREACE MEDICAL CONCEPTS INC | P | 2021-11-01 | 2024-02-09 | $291 | $447 | -$156 | -$156 |
| TREACE MEDICAL CONCEPTS INC | P | 2021-12-02 | 2024-02-09 | $229 | $266 | -$37 | -$37 |
| TREACE MEDICAL CONCEPTS INC | P | 2021-12-08 | 2024-02-09 | $1,300 | $1,571 | -$271 | -$271 |
| MARQETA INC CLASS A COMMON STOCK | P | 2023-02-21 | 2024-01-02 | $4,564 | $3,907 | $657 | $657 |
| GUARDANT HEALTH INC COMMON STOCK | P | 2023-03-20 | 2024-01-02 | $5,365 | $5,438 | -$73 | -$73 |
| NVR INC | P | 2022-07-11 | 2024-01-04 | $6,957 | $4,362 | $2,595 | $2,595 |
| NVR INC | P | 2022-09-28 | 2024-01-04 | $20,871 | $12,126 | $8,745 | $8,745 |
| AMERICAN EXPRESS COMPANY | P | 2022-10-14 | 2024-01-04 | $4,695 | $3,483 | $1,212 | $1,212 |
| AMERICAN EXPRESS COMPANY | P | 2022-10-18 | 2024-01-04 | $8,826 | $6,831 | $1,995 | $1,995 |
| AMERICAN EXPRESS COMPANY | P | 2022-11-03 | 2024-01-04 | $376 | $282 | $94 | $94 |
| AMERICAN EXPRESS COMPANY | P | 2022-11-17 | 2024-01-04 | $4,695 | $3,748 | $947 | $947 |
| CAPITAL GAINS DIVIDENDS | P | $60 | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,370 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $526 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,526 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $38 | EsPenaltyAmt |
| Overpayment | $1,118 | OverpaymentAmt |
| Applied To ES Tax | $1,118 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK W BATES | IndividualWithBooksNm |
| Phone | 8506272810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 205 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 323530205 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK W BATES | ||||||||
| 505 HIGHLAND AVE | QUINCY | FL | 32351 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PATRICIA C BATES | ||||||||
| 505 HIGHLAND AVE | QUINCY | FL | 32351 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JOHN C BATES | ||||||||
| 722 PRICE RD | HENDERSONVILLE | NC | 28739 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JULIA C BATES | ||||||||
| 114 PROSPECT PARK W | BROOKLYN | NY | 112151401 | DIRECTOR | 0.00 | $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 | $304,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $313,280 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $313,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $308,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,370 | TotalTaxAmt |
| Distributable Before Adj | $14,059 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,059 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,059 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,059 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $149,174 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $114,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,132 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,582 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $473,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,059 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,591 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $551,938 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $149,174 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $402,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $114,123 | ExcessFromYear4Amt |
| Excess From Year3 | $75,132 | ExcessFromYear3Amt |
| Excess From Year2 | $74,582 | ExcessFromYear2Amt |
| Excess From Year1 | $60,336 | ExcessFromYear1Amt |
| Excess From Current Year | $78,591 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SECOND HARVEST | ||||||
| 4446 ENTREPOT BLVD | TALLAHASSEE | FL | 32310 | PC | SUPPORT | $1,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | SUPPORT | $2,500 |
| FLORIDA UNITED METHODIST CHILDREN'S HOME | ||||||
| 51 CHILDRENS WAY | ENTERPRISE | FL | 32725 | PC | CHILDREN'S SUPPORT | $17,000 |
| CENTENARY UM CHURCH | ||||||
| 206 N MADISON STREET | QUINCY | FL | 32351 | PC | MUSIC & MISSIONS PROGRAMS | $34,150 |
| GADSDEN ARTS CENTER & MUSEUM | ||||||
| 13 N MADISON STREET | QUINCY | FL | 32351 | PC | ART PROGRAM | $38,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,650 | 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 | $5,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,537 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,537 | TotalIncomeProducingActyAmt |
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 | THOMAS HOWELL FERGUSON, P.A. | CategoryTxt |
| Amt | $1,194 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $281,005 | EOYBookValueAmt |
| EOYFMV | $318,930 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,251 | BookValueAmt |
| EOYFMV | $6,176 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENT | Desc |
| Amt | $746 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $1,389 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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