GERTRUDE E SKELLY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GERTRUDE E SKELLY CHARITABLE FOUNDATION (EIN 65-6085406)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-16
- IRS object ID
- 202621069349102307
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-16T14:01:45-05:00 | 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 | 656085406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERTRUDE E SKELLY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKEL | BusinessNameControlTxt |
| Phone | 8042708229 | 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 | 8042708229 | PhoneNum |
| Signature | 2026-04-02 | 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 | 2026-04-02 | 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 | $20,635,141 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $431,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $431,110 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $869,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,981,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $869,882 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,300,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,300,992 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,155 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $83,077 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $83,078 | 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 |
| Accounting Fees Rev And Expnss | $4,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,457 | 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 Rev And Expnss | $1,633 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,633 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $187,542 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,586 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $649,182 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $649,182 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $836,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $738,768 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $464,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,215,458 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,656 | CashBOYAmt |
| Cash EOY | $6,324 | CashEOYAmt |
| Cash EOYFMV | $6,324 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $555,579 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $555,579 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $15,598,793 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,520,581 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,073,238 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,616,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,082,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,635,141 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,616,449 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,082,484 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,616,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,082,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,616,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,082,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,616,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $464,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,375 | OtherIncreasesAmt |
| Subtotal | $16,095,092 | SubtotalAmt |
| Other Decreases | $12,608 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,082,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 565.733 EATON VANCE-ATLANTA SMID-R6 | 2024-12-10 | 2025-03-14 | $22,403 | $25,147 | -$2,744 | -$2,744 | |
| 565.327 EATON VANCE-ATLANTA SMID-R6 | 2025-03-14 | $22,387 | $21,609 | $778 | $778 | ||
| 1180. ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 2022-11-16 | 2025-03-14 | $218,051 | $183,213 | $34,838 | $34,838 | |
| 988. CEF ISHARES TR S&P | 2025-03-14 | $102,715 | $96,056 | $6,659 | $6,659 | ||
| 5184.295 NEUBERGR LONG SHRT FUND-INST | 2025-03-14 | $97,050 | $86,344 | $10,706 | $10,706 | ||
| 3940.296 HARTFORD DVDND & GRWTH-F | 2024-12-11 | 2025-04-22 | $123,646 | $135,073 | -$11,427 | -$11,427 | |
| 4649.889 HARTFORD DVDND & GRWTH-F | 2021-09-16 | 2025-04-22 | $145,914 | $153,732 | -$7,818 | -$7,818 | |
| 743. ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 2022-11-16 | 2025-04-22 | $131,459 | $115,362 | $16,097 | $16,097 | |
| 5876. ISHARES CORE MSCI EAFE ETF | 2020-03-04 | 2025-04-22 | $450,500 | $351,213 | $99,287 | $99,287 | |
| 94.166 VANGUARD INST INDEX-INST | 2025-04-22 | $40,490 | $45,133 | -$4,643 | -$4,643 | ||
| 1014.976 VANGUARD INST INDEX-INST | 2025-04-22 | $436,430 | $344,451 | $91,979 | $91,979 | ||
| 1618.576 ARTISAN INTL VALUE FUND-INS | 2021-09-14 | 2025-10-28 | $90,705 | $73,645 | $17,060 | $17,060 | |
| 4033.601 EATON VANCE-ATLANTA SMID-R6 | 2025-10-28 | $160,860 | $135,953 | $24,907 | $24,907 | ||
| 5768.271 GOLDMAN SACHS GQP PRT INTL-R6 | 2023-12-14 | 2025-10-28 | $131,805 | $114,846 | $16,959 | $16,959 | |
| 1769.916 NEUBERGR LONG SHRT FUND-INST | 2023-06-02 | 2025-10-28 | $35,770 | $29,434 | $6,336 | $6,336 | |
| 2061. CEF ISHARES TR S&P | 2022-05-25 | 2025-12-22 | $254,757 | $200,306 | $54,451 | $54,451 | |
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P | |||||
| CAPITAL GAIN DIVIDENDS | $516,457 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $869,882 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,895 | 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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042708229 | 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 | 8 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $166,155 | 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 | $18,777,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $802,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,579,775 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,579,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $293,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,286,078 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $964,304 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $964,304 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,895 | TotalTaxAmt |
| Distributable Before Adj | $947,409 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $947,409 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $947,409 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $738,768 | 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 | $738,768 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $947,409 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $738,768 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $738,768 | 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 | $208,641 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELANIE CIANCIOTTO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S GARLAND AVE 17TH FLOOR | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4072374485 | RecipientPhoneNum |
| Recipient Email Address | MELANIE.CIANCIOTTO@TRUIST.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMIT ON ORGANIZATIONS LETTERHEAD THE DETAILS OF THE ORGANIZATIONS PURPOSE AND FUNCTION AND THE METHODS UTILIZED TO ACCOMPLISH THE OBJECTIVES OF THE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30TH OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE GRANTED ONLY TO QUALIFIED CHARITABLE ORGANIZATIONS THAT DIRECTLY PROVIDE SERVICES OR SCHOLARSHIPS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF SAINT MARY | ||||||||
| ATTN MATTHEW METZINGER | 4100 SOUTH 4TH STREET | LEAVENWORTH | KS | 66048 | NONE | PC | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF ARKANSAS FOUNDATION | ||||||||
| INC D/B/A UAMS FOUNDATION FUND | 4301 WEST MARKHAM STREET | LITTLE ROCK | AR | 72205 | NONE | PC | EMERGENCY FUND | $15,000 |
| BEREA COLLEGE | ||||||||
| ATTN MS JENNY AKINS | 101 CHESTNUT STREET | BEREA | KY | 40404 | NONE | PC | EMERGENCY FUNDS | $5,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| ATTN MS JILL CORR | PO BOX 734500 | CHICAGO | IL | 606734500 | NONE | PC | GENERAL SUPPORT | $20,000 |
| FLORIDA INTERNATIONAL UNIVERSITY | ||||||||
| FOUNDATION | 11200 SW 8TH STREET | MIAMI | FL | 33199 | NONE | PC | GENERAL SUPPORT | $20,000 |
| MONTANA STATE UNIVERSITY FOUNDATION | ||||||||
| ATTN MS DONNA LAWSON | PO BOX 172750 1501 S 11TH AVENUE | BOZEMAN | MT | 59717 | NONE | PC | EMERGENCY FUND | $20,000 |
| QUINNIPIAC UNIVERSITY | ||||||||
| ATTN DR LARRY SLATER | 275 MOUNT CARMEL AVENUE | HAMDEN | CT | 06518 | NONE | PC | EMERGENCY FUND | $20,000 |
| BROWARD COMMUNITY COLLEGE | ||||||||
| ATTN MR SCOTT RIVINIUS | 111 E LAS OLAS BLVD 11TH FLOOR | FORT LAUDERDALE | FL | 33301 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CANEY CREEK COMMUNITY CENTER DBA | ||||||||
| ALICE LLOYD COLLEGE | 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PC | SCHOLARSHIPS | $15,000 |
| BETHUNE-COOKMAN COLLEGE | ||||||||
| ATTN DR SHERRY PARAMORE | 640 DR MARY MCLEOD BETHUNE BLVD | DAYTONA BEACH | FL | 32114 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TROY STATE UNIVERSITY FINANCIAL AID | ||||||||
| 241 ADAMS ADMINISTRATION BUILDING | TROY | AL | 36082 | NONE | PC | EMERGENCY FUND | $5,000 | |
| SOUTH DAKOTA STATE UNIVERSITY | ||||||||
| FOUNDATION | 815 MEDARY AVENUE | BROOKINGS | SD | 57006 | NONE | PC | EMERGENCY FUND | $20,000 |
| MEHARRY MEDICAL COLLEGE | ||||||||
| ATTN DR LINDA P HARE EDD | 1005 DB TODD JR BLVD | NASHVILLE | TN | 37208 | NONE | PC | EMERGENCY FUND | $15,000 |
| CARIDAD CENTER INC | ||||||||
| ATTN MS DORIS MAYA | 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33157 | NONE | PC | GENERAL SUPPORT | $20,000 |
| SHEPHERD'S HOPE | ||||||||
| ATTN MS ROSIE MILLER | 455 9TH STREET | WINTER GARDEN | FL | 34787 | NONE | PC | GENERAL SUPPORT | $20,000 |
| NOVA UNIVERSITY | ||||||||
| 3300 S UNIVERSITY AVE | FORT LAUDERDALE | FL | 33328 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION | ||||||||
| ATTN MS KATIE KORKOSZ | 12424 RESEARCH PKWY SUITE 250 | ORLANDO | FL | 32826 | NONE | PC | EMERGENCY FUND | $15,000 |
| OKLAHOMA CITY COMMUNITY COLLEGE | ||||||||
| FOUNDATION | 7777 S MAY AVE | OKLAHOMA CITY | OK | 73159 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ROBERTS WESLEYAN UNIVERSITY | ||||||||
| ATTN MR KIRK KETTINGER | 2301 WESTSIDE DRIVE | ROCHESTER | NY | 14624 | NONE | PC | GENERAL SUPPORT | $10,000 |
| UND ALUMNI ASSOCIATION AND FOUNDATION | ||||||||
| ATTN MS BARBARA ANDERSON | 430 OXFORD ST STOP 9025 | GRAND FORKS | ND | 582029025 | NONE | PC | GENERAL SUPPORT | $20,000 |
| COLBY-SAWYER COLLEGE | ||||||||
| ATTN MR DANIEL PARISH | 541 MAIN STREET | NEW LONDON | NH | 03257 | NONE | PC | EMERGENCY FUNDS | $20,000 |
| UNIVERSITY OF SOUTH FLORIDA | ||||||||
| FOUNDATION INC | 4202 E FOWLER AVE | TAMPA | FL | 33620 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CENTRAL OHIO TECHNICAL COLLEGE | ||||||||
| ATTN MS BECKY CLAWSON | 1179 UNIVERSITY DRIVE | NEWARK | OH | 43055 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF NORTH GEORGIA | ||||||||
| FOUNDATION INC | PO BOX 1599 | DAHLONEGA | GA | 30533 | NONE | PC | EMERGENCY FUND | $15,000 |
| GRACE MEDICAL HOME | ||||||||
| ATTN MR ETHAN ELDERS | 1417 EAST CONCORD STREET | ORLANDO | FL | 32803 | NONE | PC | GENERAL SUPPORT | $20,000 |
| THE FOUNDATION FOR BARNES-JEWISH | ||||||||
| HOSPITAL | 1001 HIGHLANDS PLAZA DR W STE 140 | SAINT LOUIS | MO | 631101339 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FAIRLEIGH DICKINSON UNIVERSITY | ||||||||
| ATTN MR CHRISTOPHER GROFF | 1000 RIVER ROAD H-DH3-13 | TEANECK | NJ | 07666 | NONE | PC | GENERAL SUPPORT | $15,000 |
| UNIVERSITY OF NORTH FLORIDA | ||||||||
| ATTN MS MICHELLE DRINKS | 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | NONE | PC | GENERAL SUPPORT | $15,000 |
| LEE UNIVERSITY | ||||||||
| ATTN MS VANESSA HAMMOND | 1120 N OCOEE ST | CLEVELAND | TN | 37311 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CUMBERLAND UNIVERSITY | ||||||||
| ATTN MS COURTNEY WHEELER | 1 CUMBERLAND SQUARE | LEBANON | TN | 370873408 | NONE | PC | GENERAL SUPPORT | $15,000 |
| GADSDEN STATE CARDINAL FOUNDATION | ||||||||
| ATTN MS ELIZABETH WHEATLEY | 1001 GEORGE WALLACE DRIVE | GADSDEN | AL | 35902 | NONE | PC | GENERAL SUPPORT | $10,000 |
| PROVIDENCE ST MEL SCHOOL | ||||||||
| ATTN MR F MARTIN GLYNN | 119 S CENTRAL PARK BOULEVARD | CHICAGO | IL | 60624 | NONE | PC | SCHOLARSHIPS | $15,000 |
| VILLANOVA UNIVERSITY | ||||||||
| ATTN MS LAURA BRAMBLE | 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PC | EMERGENCY FUND | $20,000 |
| ILLINOIS STATE UNIVERSITY FOUNDATION | ||||||||
| ATTN DR JUDY NEUBRANDER | CAMPUS BOX 8000 NORMAL IL 61790 | NORMAL | IL | 61790 | NONE | PC | GENERAL SUPPORT | $15,000 |
| FLORIDA ATLANTIC UNIVERSITY | ||||||||
| FOUNDATION INC | 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | PC | GENERAL SUPPORT | $34,182 |
| EAST CAROLINA UNIVERSITY MEDICAL AND | ||||||||
| HEALTH SCIENCES FOUNDATION | PO BOX 8489 | GREENVILLE | NC | 27835 | NONE | PC | GENERAL SUPPORT | $20,000 |
| MARSHALL | ||||||||
| ATTN MS JENNIFER VANCE | 519 JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25703 | NONE | PC | GENERAL SUPPORT | $5,000 |
| VOLUNTEERS IN MEDICINE JACKSONVILLE INC | ||||||||
| ATTN MRS JENNIFER GORNTO RYAN | 3728 PHILIPS HIGHWAY SUITE 34 | JACKSONVILLE | FL | 32207 | NONE | PC | PREVENTATIVE HEALTH CARE | $20,000 |
| AUGUSTA UNIVERSITY FOUNDATION | ||||||||
| ATTN MS SARAH AKINS | 1120 15TH STREET HS3200/PAE | AUGUSTA | GA | 30912 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FRONTIER NURSING UNIVERSITY | ||||||||
| ATTN MS BOBBI SILVER | 2050 LEXINGTON ROAD | VERSAILLES | KY | 40383 | NONE | PC | EMERGENCY FUND | $25,000 |
| UNIVERSITY OF THE CUMBERLANDS | ||||||||
| CUMBERLAND COLLEGE | 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | NONE | PC | GENERAL SUPPORT | $10,000 |
| H A C E R MINISTRY CORP | ||||||||
| ATTN DR HARRY BAYRON | 100 JACARANDA CT | WEST PALM BEACH | FL | 33411 | NONE | PC | GENERAL SUPPORT | $20,000 |
| UNIVERSITY OF PIKEVILLE | ||||||||
| ATTN MS APRIL TABOR | 147 SYCAMORE STREET | PIKEVILLE | KY | 41501 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SAFEHAVEN OF TARRANT COUNTY | ||||||||
| ATTN MRS MIA RICHTER | 1010 NORTH CENTER STREET | ARLINGTON | TX | 76011 | NONE | PC | SAFEPLAY PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $649,182 | 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 | $431,110 | 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 | $869,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,300,992 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,300,992 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES (ALLOC | CategoryTxt |
| Amt | $4,875 | Amt |
| Disbursements Charitable Prps | $4,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 04314H857 ARTISAN INTERNATIONA | $852,310 | $1,042,321 |
| 14064D873 FULLERTHALER BEHAVIO | $412,165 | $401,998 |
| 256210105 DODGE & COX INCOME F | $2,448,501 | $2,481,086 |
| 277902235 EATON VANCE ATLANTA | $262,350 | $507,908 |
| 45775L408 T ROWE PRICE LARGE-C | $1,505,931 | $1,710,311 |
| 38147N269 GOLDMAN SACHS GQG PA | $972,244 | $1,036,799 |
| 41664T669 HARTFORD DIVIDEND & | $1,457,943 | $1,506,265 |
| 464287507 ISHARES CORE S&P MID | $426,210 | $503,316 |
| 464287598 ISHARES RUSSELL 1000 | $862,049 | $1,437,884 |
| 464287804 ISHARES CORE S&P SMA | $323,833 | $400,440 |
| 64128R608 NEUBERGER BERMAN LON | $680,782 | $822,423 |
| 72201F490 PIMCO INCOME FD | $1,209,740 | $1,238,633 |
| 921910501VANGUARD INTERNATIONA | $434,786 | $396,839 |
| 922040100 VANGUARD INSTL INDEX | $1,631,452 | $3,684,282 |
| 921937603 VANGUARD TOTAL BOND | $1,230,274 | $1,228,427 |
| 46432F842 ISHARES CORE MSCI EA | ||
| 92206C680 VANGUARD RUSSELL 100 | $810,011 | $1,674,306 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $12,396 |
| COST BASIS ADJUSTMENT | $212 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $10,438 |
| MUTUAL FUND ADJUSTMENT | $3,935 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,422 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $9,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,381 | $2,381 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $76 | $76 | $0 |
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