DR ALBERT R GILLESPIE AND LOUISE GILLESPIE CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DR ALBERT R GILLESPIE AND LOUISE GILLESPIE CHARITABLE TRUST (EIN 54-6409031)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421359349100007
- Schema version
- 2013v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T05:48:02-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Young Nicholas Branner & Phillips LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2187 | AddressLine1 |
| City | Harrisonburg | City |
| State | VA | State |
| ZIP Code | 228019506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | Charitable Trust UA Dated 2797 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 5402488511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 South Collier Blvd Unit 1401 | AddressLine1 |
| City | Marco Island | City |
| State | FL | State |
| ZIP Code | 34145 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ritchie P Gillespie | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Edward M Young | PreparerPersonNm |
| PTIN | P00705550 | PTIN |
| Phone | 5404332581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,867,488 | 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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,814 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $148,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,327 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,275 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,977 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,977 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $196,911 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,688 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,994 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,336 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,994 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,994 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,846,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,979,166 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,839,806 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,044,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,001,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,867,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,044,267 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,001,648 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,044,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,001,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,044,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,001,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,044,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,425 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,003,842 | SubtotalAmt |
| Other Decreases | $2,194 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,001,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Wachovia Securities - Capital gain Dist. | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Gross Sales Price | $83,814 | GrossSalesPriceAmt |
| Gain Or Loss | $83,814 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $83,814 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,814 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $157,187 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,110,319 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05054 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $157,293 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,180,184 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $141,279 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,186,740 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04433 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $150,633 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,809,244 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05362 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $173,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,186,079 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05430 | DistributionYr5Rt |
| Total Distribution | 0.25225 | TotalDistributionRt |
| Average Distribution | 0.05045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,559,753 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $179,590 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,464 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $181,054 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $184,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,464 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,464 | SubtotalAmt |
| Tax Based On Investment Income | $1,464 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $96 | OverpaymentAmt |
| Applied To ES Tax | $96 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Marco Island | City |
| State | FL | State |
| ZIP Code | 34145 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,571,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,613,962 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,613,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,559,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,464 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,464 | TotalTaxAmt |
| Distributable Before Adj | $176,524 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $176,524 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $176,524 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $184,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,464 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $183,036 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $149,875 | UndistributedIncomePYAmt |
| Qualifying Distributions | $184,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $149,875 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,625 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $141,899 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RMH Foundation | ||||||
| 235 Cantrell Avenue | Harrisonburg | VA | 22801 | 501c3 | Support of Rockingham Hospital | $1,000 |
| Samaritan's Purse | ||||||
| PO Box 3000 | Boone | NC | 28607 | 501c3 | Supply Needy with Food and Medicine | $9,000 |
| Family Research Council | ||||||
| 801 G Street NW | Washington | DC | 20001 | 501c3 | Supports the promotion of christian views in congress. | $33,500 |
| Family Foundation | ||||||
| 830 East Main Street | Richmond | VA | 23219 | 501c3 | Support provided to strengthen the family through accurate research and education, prompting civic activism and affecting public policy outcomes. | $3,000 |
| Hogar Infantil | ||||||
| 1605 - 28th Street | San Diego | CA | 92102 | 501c3 | To support abandoned, destitute, and abused children. | $1,000 |
| Ligonier Ministries | ||||||
| 400 Technology Park | Lake Mary | FL | 32746 | 501c3 | Christian ministry | $10,000 |
| Habitat for Humanity-SAW | ||||||
| PO Box 3188 | Staunton | VA | 24402 | 501c3 | To develop decent and safe communities through building affordable houses for the needy | $2,500 |
| Salvation Army | ||||||
| 1700 West Beverly Street | Staunton | VA | 24401 | 501c3 | To rebuild lives and meet human needs | $3,000 |
| Mission to the World | ||||||
| 1600 North Brown Road | Lawrenceville | GA | 30043 | 501c3 | To support World Missions. | $3,000 |
| Habitat for Humanity of Collier Cou | ||||||
| 11145 Tamiami Trail East | Naples | FL | 34113 | 501c3 | To build affordable homes in communities for families. | $67,500 |
| Ride with PRIDE | ||||||
| 6361 Meadville Road | Middleport | NY | 14105 | 501c3 | To promote responsible motorcycle use. | $2,000 |
| Marco Presbyterian Church | ||||||
| 875 West Elkcam Circle | Marco Island | FL | 34145 | 501c3 | Christian Ministry | $9,000 |
| Advancing Native Missions | ||||||
| PO Box 5303 | Charlottesville | VA | 22905 | 501c3 | To support World Missions. | $1,500 |
| Valley Mission | ||||||
| 1513 W Beverly Street | Staunton | VA | 24401 | 501c3 | Supply Needy with Shelter, Food, and Medicine | $3,000 |
| Living Word Church | ||||||
| PO Box 3071 | Staunton | VA | 24402 | 501c3 | Christian Ministry | $3,500 |
| Grace Christian School | ||||||
| 511 Thornrose Avenue | Staunton | VA | 24401 | 501c3 | To provide christian education for the community. | $2,500 |
| Valley Family Forum | ||||||
| 3465 Izaak Walton Dr | Harrisonburg | VA | 22801 | 501c3 | To inform and mobilize the Valley in support of public policies that promote faith, family, and freedom. | $1,000 |
| Habitat for Humanity - Beaches | ||||||
| 797 Mayport Road | Atlantic Beach | FL | 32233 | 501c3 | To build affordable homes in communities for families. | $7,000 |
| Habitat for Humanity - Nassau Count | ||||||
| 516 South 10th Street Suite 115 | Bernadina Beach | FL | 32034 | 501c3 | To build affordable homes in communities for families. | $1,000 |
| Habitat for Humanity - Charlottesvi | ||||||
| 919 West Main Street | Charlottesville | VA | 22903 | 501c3 | To build affordable homes in communities for families. | $2,000 |
| Holy Cross Presbyterian Church | ||||||
| 116 N Central Avenue | Staunton | VA | 24401 | 501c3 | Christian Ministry | $5,000 |
| The Navigators | ||||||
| PO Box 6000 | Colorado Springs | CO | 80934 | 501c3 | Christian Ministry | $2,000 |
| Christian Medical and Dental Associ | ||||||
| PO Box 7500 | Bristol | TN | 37621 | 501c3 | Medical & Dental Care | $1,000 |
| American Values | ||||||
| 2800 Shirlington Road | Arlington | VA | 22206 | 501c3 | Christian Values | $2,500 |
| Gideon's International | ||||||
| PO Box 140800 | Nashville | TN | 37214 | 501c3 | Placing bibles around the world. | $500 |
| Habitat for Humanity - Charlotte | ||||||
| 3815 Latrobe Drive | Charlotte | NC | 28211 | 501c3 | To build affordable homes in communities for families. | $5,000 |
| Habitat for Humnaity - Central Vall | ||||||
| PO Box 245 | Bridgewater | VA | 22812 | 501c3 | To build affordable homes in communities for families. | $1,000 |
| Judicial Watch | ||||||
| 425 Third Street SW Suite 800 | Washington | DC | 20024 | 501c3 | To stand for the rule of law, the U.S. Constitution, and the integrity of elections. | $1,000 |
| Reagan Ranch | ||||||
| 217 State Street | Santa Barbara | CA | 93101 | 501c3 | To pass the principles of Ronald Reagon to new audiences. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,814 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $148,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,327 | 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 | $2,275 | 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 (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Bank of America Corp | $24,737 | $9,342 |
| First Cmnty Bancshs Inc Nev | $53,735 | $30,060 |
| Ishare Tr-S&P Smallcap 600 Index Fd | $133,098 | $234,630 |
| Ishares Tr S&P Midcap 400 Index Fd | $262,288 | $461,645 |
| Regions Financial Corp (New) | $29,959 | $9,890 |
| Royal Dutch Shell PLC ADR Cl A | $53,231 | $71,270 |
| Wells Fargo Company | $45,915 | $9,035 |
| Amcap Fund Inc Class A | $300,100 | $424,160 |
| Capital World Growth & Inc Fd Inc Cl A | $270,420 | $358,291 |
| American Funds Growth Fund Cl A | $292,002 | $410,088 |
| Investment Co America Cl A | $72,749 | $94,437 |
| New Perspective Fund Inc Cl A | $264,720 | $354,251 |
| New World Fund Cl A | $249,966 | $365,342 |
| Fundamental Invs Inc Class A | $58,873 | $124,510 |
| American High Income Trust Class A | $240,571 | $255,287 |
| Van Eck Global Hard Assets Fd C | $93,524 | $118,876 |
| Pimco All Asset All Authority Fund Cl C | $191,858 | $175,871 |
| Lord Abbett Invt Tr Short Duration Inc | $170,989 | $167,731 |
| Pimco Fds Pac Invt Mgm Low Duration Fd | $170,431 | $165,090 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| 2012 Tax Due wtih Return | $634 |
| Estimated 2013 Taxes | $1,560 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Income Taxes | CategoryTxt |
| Amt | $1,977 | Amt |
| Net Investment Income | $1,977 | NetInvestmentIncomeAmt |