MARGARET B VAUGHN CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET B VAUGHN CHARITABLE FOUNDATION (EIN 32-6225989)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-16
- IRS object ID
- 202601069349102300
- Schema version
- 2025v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-16T14:01:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326225989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET B VAUGHN CHARITABLE FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VAUG | BusinessNameControlTxt |
| Phone | 8042737445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8042737445 | PhoneNum |
| Signature | 2026-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-03-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $6,244,712 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $153,708 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $299,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,005,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $299,069 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,313 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $455,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $452,777 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,193 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,596 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,597 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,277 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,949 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $70,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,597 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,504 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,504 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $311,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $274,101 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $143,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $417,232 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,174 | CashBOYAmt |
| Cash EOY | $1,442 | CashEOYAmt |
| Cash EOYFMV | $1,442 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $148,796 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,656 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $483,671 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $496,597 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $501,198 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,413,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,709,361 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,729,416 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,076,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,220,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,244,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,076,860 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,220,056 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,076,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,220,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,076,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,220,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,076,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $143,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $416 | OtherIncreasesAmt |
| Subtotal | $5,220,392 | SubtotalAmt |
| Other Decreases | $336 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,220,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4255.865 DFA EMERG MKTS CORE EQTY 2 | 2023-02-22 | 2025-01-06 | $99,417 | $89,203 | $10,214 | $10,214 | |
| 2206.543 DFA US S/C VALUE PORTFOLIO | 2023-02-22 | 2025-01-06 | $107,238 | $92,851 | $14,387 | $14,387 | |
| 1724.778 DODGE & COX INCOME FUND | 2023-02-22 | 2025-01-06 | $21,301 | $21,284 | $17 | $17 | |
| 1320.659 EATON VANCE-ATLANTA SMID-R6 | 2023-02-22 | 2025-01-06 | $55,362 | $46,910 | $8,452 | $8,452 | |
| 1871.604 FPA CRESCENT FUND-SUPR INST | 2023-02-22 | 2025-01-06 | $76,062 | $65,618 | $10,444 | $10,444 | |
| 2577. ISHARES CORE TOTAL US BOND MKT ETF | 2023-02-22 | 2025-01-06 | $249,099 | $251,446 | -$2,347 | -$2,347 | |
| 3656. ISHARES CORE MSCI EAFE ETF | 2025-01-06 | $260,062 | $242,291 | $17,771 | $17,771 | ||
| 18296.164 OSTERWEIS STRATEGIC INC FD I | 2023-02-22 | 2025-01-06 | $205,466 | $192,476 | $12,990 | $12,990 | |
| 1791.887 GMO BENCHMARK-FREE ALLOC-I | 2023-02-22 | 2025-01-07 | $46,159 | $44,618 | $1,541 | $1,541 | |
| 2491.571 VANGUARD S/C GROW INDX-ADM | 2023-02-22 | 2025-01-07 | $248,958 | $192,499 | $56,459 | $56,459 | |
| 2305.09 VANGUARD DEVELOPED MKTS INDEX -127 | 2024-04-17 | 2025-01-07 | $35,775 | $35,406 | $369 | $369 | |
| 158.559 VANGUARD INSTL INDEX FD | 2024-08-20 | 2025-01-07 | $76,302 | $73,145 | $3,157 | $3,157 | |
| 957.32 ARTISAN INTL VALUE FUND-INS | 2025-01-06 | 2025-04-30 | $48,000 | $45,224 | $2,776 | $2,776 | |
| 6394.28 COLUMBIA SHORT TERM BOND FD-I3 | 2025-01-06 | 2025-04-30 | $62,600 | $62,408 | $192 | $192 | |
| 224.797 CONESTOGA SMALL CAP-INST | 2025-01-06 | 2025-04-30 | $15,765 | $18,083 | -$2,318 | -$2,318 | |
| 371.429 DFA US S/C VALUE PORTFOLIO | 2023-02-22 | 2025-04-30 | $15,600 | $15,630 | -$30 | -$30 | |
| 1554.589 DODGE & COX INCOME FUND | 2023-02-22 | 2025-04-30 | $19,650 | $19,184 | $466 | $466 | |
| 1939.163 EATON VANCE-ATLANTA SMID-R6 | 2023-02-22 | 2025-04-30 | $76,500 | $68,879 | $7,621 | $7,621 | |
| 2612.495 GMO BENCHMARK-FREE ALLOC-I | 2023-02-22 | 2025-04-30 | $70,250 | $65,051 | $5,199 | $5,199 | |
| 1976.048 HARDING LOEVNER INTL EQ-INST | 2025-01-06 | 2025-04-30 | $52,800 | $48,887 | $3,913 | $3,913 | |
| 100. ISHARES CORE TOTAL US BOND MKT ETF | 2023-02-22 | 2025-04-30 | $9,898 | $9,757 | $141 | $141 | |
| 1176.223 LOOMIS SAYLES INCOME FUND-N1 | 2025-01-06 | 2025-04-30 | $13,950 | $13,809 | $141 | $141 | |
| 274.552 VANGUARD INSTL INDEX FD | 2024-08-20 | 2025-04-30 | $124,350 | $126,654 | -$2,304 | -$2,304 | |
| 1138.628 FIDELITY MID CAP INDX-INS PR | 2025-01-06 | 2025-06-24 | $40,000 | $38,952 | $1,048 | $1,048 | |
| 2219.756 VANGUARD DEVELOPED MKTS INDEX -127 | 2025-04-30 | 2025-06-24 | $40,000 | $37,780 | $2,220 | $2,220 | |
| 66.889 VANGUARD INSTL INDEX FD | 2024-08-20 | 2025-06-24 | $33,217 | $30,857 | $2,360 | $2,360 | |
| 174.754 VANGUARD INSTL INDEX FD | 2024-02-15 | 2025-06-24 | $86,783 | $72,637 | $14,146 | $14,146 | |
| 23108.794 COLUMBIA SHORT TERM BOND FD-I3 | 2025-01-06 | 2025-09-10 | $228,084 | $225,542 | $2,542 | $2,542 | |
| 108.206 ARTISAN INTL VALUE FUND-INS | 2025-01-06 | 2025-10-06 | $6,000 | $5,112 | $888 | $888 | |
| 182.238 DFA US S/C VALUE PORTFOLIO | 2023-02-22 | 2025-10-06 | $9,265 | $7,669 | $1,596 | $1,596 | |
| 6257.009 DODGE & COX INCOME FUND | 2023-02-22 | 2025-10-06 | $80,340 | $77,211 | $3,129 | $3,129 | |
| 2157.704 EATON VANCE-ATLANTA SMID-R6 | 2023-02-22 | 2025-10-06 | $87,020 | $76,642 | $10,378 | $10,378 | |
| 285.511 FPA CRESCENT FUND-SUPR INST | 2023-02-22 | 2025-10-06 | $13,025 | $10,010 | $3,015 | $3,015 | |
| 484.966 HARDING LOEVNER INTL EQ-INST | 2025-01-06 | 2025-10-06 | $15,000 | $11,998 | $3,002 | $3,002 | |
| 2758.409 LOOMIS SAYLES INCOME FUND-N1 | 2025-01-06 | 2025-10-06 | $33,625 | $32,384 | $1,241 | $1,241 | |
| 100.909 GMO BENCHMARK-FREE ALLOC-I | 2023-02-22 | 2025-10-07 | $3,000 | $2,513 | $487 | $487 | |
| 64.131 VANGUARD INSTL INDEX FD | 2024-02-15 | 2025-10-07 | $35,015 | $26,656 | $8,359 | $8,359 | |
| 368.904 ARTISAN INTL VALUE FUND-INS | 2025-01-06 | 2025-12-30 | $19,910 | $17,427 | $2,483 | $2,483 | |
| 933. FPA CRESCENT FUND-SUPR INST | 2025-04-30 | 2025-12-30 | $40,371 | $37,507 | $2,864 | $2,864 | |
| 3245.155 LOCORR MACRO STRATEGIES-I | 2025-12-30 | $25,312 | $25,591 | -$279 | -$279 | ||
| 10673. LOOMIS SAYLES INCOME FUND-N1 | 2025-01-06 | 2025-12-30 | $130,638 | $125,301 | $5,337 | $5,337 | |
| 160.92 VANGUARD DEVELOPED MKTS INDEX -127 | 2025-10-07 | 2025-12-30 | $3,243 | $3,133 | $110 | $110 | |
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,892 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $299,069 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,800 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,800 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,656 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,656 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,144 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| 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 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042737445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,193 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,834,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,915,632 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,915,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,826,898 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $291,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $291,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,800 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,800 | TotalTaxAmt |
| Distributable Before Adj | $285,545 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $285,545 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $285,545 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $274,101 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $274,101 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $285,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $241,502 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $274,101 | QualifyingDistributionsAmt |
| Applied To Year1 | $241,502 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,599 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $252,946 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREER COMMUNITY MINISTRIES INC | |||||||
| 738 S LINE ST EXT | GREER | SC | 29651 | NONE | PC | GENERAL | $60,376 |
| THORNWELL HOME FOR CHILDREN | |||||||
| 302 S BROAD ST | CLINTON | SC | 29325 | NONE | PC | GENERAL | $60,376 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 100 SCHOOL STREET | GREER | SC | 29651 | NONE | PC | GENERAL | $60,376 |
| GREENVILLE HUMANE SOCIETY | |||||||
| 305 AIRPORT ROAD | GREENVILLE | SC | 29607 | NONE | PC | GENERAL | $60,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,504 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,708 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $299,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,313 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $455,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $455,090 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 464287226 ISHARES CORE US AGGR | BondNm |
| EOY Book Value | $496,597 | EOYBookValueAmt |
| EOYFMV | $501,198 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 46432F842 ISHARES CORE MSCI EA | |||
| 233203421 DFA EMERGING MARKETS | AT COST | $199,579 | $252,133 |
| 233203819 DFA US SMALL CAP VAL | AT COST | $107,196 | $124,254 |
| 256210105 DODGE & COX INCOME F | AT COST | $487,625 | $501,406 |
| 277902235 EATON VANCE ATLANTA | |||
| 30254T676 FPA CRESCENT FD | AT COST | $209,282 | $250,606 |
| 316146265 FIDELITY MID CAP IND | AT COST | $452,387 | $527,527 |
| 362014458 GMO BENCHMARK-FREE A | AT COST | $223,324 | $250,888 |
| 742935489 OSTERWEIS STRATEGIC | |||
| 921937710 VANGUARD SMALL-CAP G | |||
| 922040100 VANGUARD INSTL INDEX | AT COST | $1,708,257 | $2,366,624 |
| 921943809 VANGUARD DEVELOPED M | AT COST | $407,580 | $500,817 |
| 04314H857 ARTISAN INTERNATIONA | AT COST | $191,393 | $217,889 |
| 207019704 CONESTOGA SMALL CAP | AT COST | $108,523 | $92,177 |
| 412295107 HARDING LOEVNER INTL | AT COST | $199,524 | $218,913 |
| 540132305 LOCORR MACRO STRATEG | AT COST | $125,464 | $125,129 |
| 543495717 LOOMIS SAYLES INCOME | AT COST | $289,227 | $301,053 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $330 |
| MUTUAL FUND ADJUSTMENT | $6 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,313 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $414 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $2,328 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,269 | $2,269 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $680 | $680 | $0 |
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