WILLIAM T VOGT AND LORINE E VOGT CHARITABLE FOUNDATIOON: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T VOGT AND LORINE E VOGT CHARITABLE FOUNDATIOON (EIN 23-2339924)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349101541
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T11:21:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994625061 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NORTH SHORELINE STE 701 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | 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 | 232339924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T VOGT AND LORINE E VOGT | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3618884888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N SHORELINE 2550 S | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER A VOGT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3618884888 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIE J SHIPLEY | PreparerPersonNm |
| PTIN | P00531022 | PTIN |
| Phone | 3618823132 | PhoneNum |
| Preparation | 2025-11-07 | 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 | $4,710,063 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $494 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $494 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,203 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $123,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,730 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,109 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,025 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $212,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $265,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,273 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,843,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,851,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,536,390 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,400 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,113,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,025,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,710,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,113,510 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,025,042 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,113,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,025,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,113,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,025,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,113,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,204 | ExcessRevenueOverExpensesAmt |
| Other Increases | $736 | OtherIncreasesAmt |
| Subtotal | $2,025,042 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,025,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $31 | $24 | $7 | $7 | |
| CAPITAL GAINS DIVIDENDS | $8,172 | $8,172 | $8,172 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,002 | OverpaymentAmt |
| Applied To ES Tax | $1,002 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER VOGT | IndividualWithBooksNm |
| Phone | 6106130376 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2713 HAVERFORD RD | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER A VOGT | ||||||||
| 2713 HAVERFORD RD | ARDMORE | PA | 19003 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRIAN J VOGT | ||||||||
| 422 WEST MORELAND AVE | PHILADELPHIA | PA | 19118 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLIAM T VOGT JR | ||||||||
| 800 N SHORELINE SUITE 2550 SOUTH | CORPUS CHRISTI | TX | 78401 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,407,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $218,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,625,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,625,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,556,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,398 | TotalTaxAmt |
| Distributable Before Adj | $226,426 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $226,426 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $226,426 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $226,426 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $191,706 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $187,000 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $4,706 | Taxable2Amt |
| Undistributed Income CY | $226,426 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COASTAL BEND COMMUNITY FOUNDATION | ||||||
| 615 N UPPER BROADWAY STE 1950 | CORPUS CHRISTI | TX | 78401 | PUBLIC CHARITY | CHARITABLE | $15,000 |
| MANN CENTER FOR THE PERFORMING ARTS | ||||||
| 123 S BROAD STREET STE 815 | PHILADELPHIA | PA | 19109 | PUBLIC CHARITY | CHARITABLE | $2,500 |
| OLE MISS FAMILY LEADERSHIP COUNCIL | ||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SPRINGSIDE CHESTNUT HILL ACADEMY | ||||||
| 500 WEST WILLOW GROVE AVENUE | PHILADELPHIA | PA | 19118 | PUBLIC CHARITY | EDUCATIONAL GRANT | $2,500 |
| THE UNITED THEATRE | ||||||
| PO BOX 384 | WESTERLY | RI | 02891 | PUBLIC CHARITY | CHARITABLE | $15,000 |
| WAKE FOREST UNIVERSITY - THE PARENTS' CAMPAIGN OF THE WAKE FOREST FUND | ||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27109 | PUBLIC CHARITY | EDUCATIONAL GRANT | $10,000 |
| CHRISTUS SPOHN HEALTH SYSTEM | ||||||
| 613 ELIZABETH STREET SUITE 605 | CORPUS CHRISTI | TX | 78404 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| JIM HOGG COUNTY VOLUNTEER FIRE DEPARTMENT | ||||||
| 202 E GALBRAITH | HEBBRONVILLE | TX | 78361 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CHURCH OF THE REDEEMER | ||||||
| 3857 S STAPLES ST | CORPUS CHRISTI | TX | 78411 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WATCH HILL CHAPEL SOCIETY | ||||||
| 5 BLUFF AVENUE | WATCH HILL | RI | 02891 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| US COURT TENNIS PRESERVATION FOUNDATION | ||||||
| PO BOX 194 | JAMESTOWN | RI | 02835 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| BEYOND CELIAC | ||||||
| PO BOX 544 | AMBLER | PA | 19002 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| EAST BEACH ASSOCIATION | ||||||
| 16 BLUFF AVENUE | WESTERLY | RI | 02891 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WESTERLY HOSPITAL FOUNDATION | ||||||
| 25 WELLS STREET | WESTERLY | RI | 02891 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| RACQUET CLUB HISTORIA | ||||||
| 215 S 16TH STREET | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | CHARITABLE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $494 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,057 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $123,730 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,730 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CPA FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SH ABBOTT LABS | $20,663 | $113,110 |
| 700 SH ABBVIE INC | $15,684 | $124,390 |
| 1000 SH BP PLC SPONS ADR | $13,796 | $29,560 |
| 1000 SH DUKE ENERGY CORP | $57,145 | $107,740 |
| 1000 SH PROCTER & GAMBLE COMPANY | $55,060 | $167,650 |
| 1050 SH VERIZON COMMUNICATIONS | $35,645 | $41,990 |
| 1200 SH CISCO SYSTEMS | $56,890 | $71,040 |
| 1200 SH EMERSON ELECTRIC | $53,007 | $148,716 |
| 1230 SH COLGATE PALMOLIVE CO | $28,445 | $111,819 |
| 1400 SH SOUTHERN CO | $50,132 | $115,248 |
| 1500 SH REALTY INCOME CORP REIT | $24,677 | $80,115 |
| 1600 SH US BANCORP | $55,616 | $76,528 |
| 175 SH ACCENTURE PLC CL A | $31,403 | $61,563 |
| 225 SH CHUBB CORP | $24,993 | $62,168 |
| 2901.705 SH FIDELITY PURITAN | $76,690 | $93,335 |
| 260 SH LINDE PLC | $42,498 | $108,854 |
| 263 SH INTL BUSINESS MACHINES CORP | $7,367 | $57,815 |
| 350 SH 3M CO | $22,748 | $45,182 |
| 350 SH EXPEDITORS INTL WASH INC | $25,461 | $38,770 |
| 360 SH VANGUARD SMALL CAP ETF | $39,704 | $86,501 |
| 400 SH DISNEY WALT CO NEW | $46,395 | $44,540 |
| 400 SH MICROSOFT CORP | $34,347 | $168,600 |
| 400 SH UNITED PARCEL SVC INC CL B | $27,266 | $50,440 |
| 500 SH DIAGEO PLC ADR | $29,871 | $63,565 |
| 500 SH STRYKER CORP | $30,313 | $180,025 |
| 575 SH NESTLE SA SPONSR ADR | $20,761 | $46,978 |
| 600 SH MEDTRONIC PLC | $43,378 | $47,928 |
| 600 SH PRUDENTIAL FINL INC | $44,919 | $71,118 |
| 700 SH CVS HEALTH CORP | $24,885 | $31,423 |
| 700 SH CHEVRON CORPORATION | $50,227 | $101,388 |
| 760 SH YUM! BRANDS INC | $30,458 | $101,962 |
| 80 SH ASML HOLDING | $29,298 | $55,446 |
| 775 SH PEPSICO INC | $15,367 | $117,847 |
| 1100 SH ALPHABET INC CL A | $31,322 | $208,230 |
| 1000 SH NIKE INC CLASS B COM | $17,763 | $75,670 |
| 1500 SH VANGUARD FTSE ALL-WORLD EX-US | $76,082 | $86,115 |
| 350 SH VANGUARD IND FD MID-CAP | $69,447 | $92,446 |
| 400 SH BECTON DICKINSON & CO | $21,395 | $90,748 |
| 700 SH JOHNSON & JOHNSON | $45,920 | $101,234 |
| 550 SH HONEYWELL INTERNATIONAL INC | $22,081 | $124,240 |
| 125 SH LOCKHEED MARTIN CORP | $42,277 | $60,743 |
| 800 SH WASTE MGMT INC DEL | $25,939 | $161,432 |
| 450 SH AUTOMATIC DATA PROCESSING INC | $15,527 | $131,729 |
| 2000 SH INTEL CORP | $43,617 | $40,100 |
| 100 SH ALBEMARLE CORP | $16,941 | $8,608 |
| 1400 SH RPM INTERNATIONAL INC | $28,910 | $172,284 |
| 2000 SH ESSENTIAL UTILITIES INC | $35,707 | $72,640 |
| 1400 SH TC ENERGY CORP | $54,910 | $65,142 |
| 200 SH TEXAS INSTRUMENTS | $32,074 | $37,502 |
| 160 SH AMAZON.COM INC | $20,573 | $35,102 |
| 150 SH THE HERSHEY COMPANY | $27,944 | $25,403 |
| 450 SH RTX CORPORATION | $18,911 | $52,074 |
| 300 SH TAIWAN SEMICONDUCTOR | $29,222 | $59,247 |
| 280 SH SOUTH BOW CORP | $5,442 | $6,600 |
| 87 SH SOLVENTUM CORP | $4,256 | $5,747 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAX | Desc |
| BOY Book Value | $5,200 | BOYBookValueAmt |
| EOY Book Value | $2,400 | EOYBookValueAmt |
| EOYFMV | $2,400 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $20,025 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADDITIONS | Desc |
| Amt | $736 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $4,909 | Amt |
| Net Investment Income | $2,109 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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