SUNTRUST BANK CHARITABLE-IRR TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUNTRUST BANK CHARITABLE-IRR TR (EIN 54-6054608)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-16
- IRS object ID
- 202621069349100242
- 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
- Investments Other Schedule2
- Liquidation Explanation Stmt
- 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 | 546054608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANK CHARITABLE-IRR TR(1071 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4048132111 | 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 | 4048132111 | PhoneNum |
| Signature | 2026-04-07 | 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 | 2026-04-07 | 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) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $583,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,425,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $583,595 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $625,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $624,892 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,689 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,345 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,344 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,596 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | 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 | $38,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,344 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,487,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,487,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,525,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,498,974 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,900,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $618,516 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,196 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $152,745 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $592,034 | CorporateBondsBOYAmt |
| Other Investments BOY | $4,027,829 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,792,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,792,804 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,792,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,792,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,792,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,900,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $108,515 | OtherIncreasesAmt |
| Subtotal | $412 | SubtotalAmt |
| Other Decreases | $412 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (77 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 167.691 INVESCO DEVELOPING MARKETS FUND | 2021-01-07 | 2025-02-06 | $6,550 | $6,519 | $31 | $31 |
| 1148.915 BLACKROCK EVENT DRIVEN EQ-IS | 2020-05-06 | 2025-02-06 | $11,650 | $11,050 | $600 | $600 |
| 425.963 COHEN & STEERS REALTY SHARES INSTITUTION | 2024-09-27 | 2025-02-06 | $21,000 | $22,369 | -$1,369 | -$1,369 |
| 8030.303 DODGE & COX INCOME FUND | 2025-02-06 | $100,700 | $102,100 | -$1,400 | -$1,400 | |
| 4605.714 DOUBLELINE TTL RTRN BND-R6 | 2024-04-23 | 2025-02-06 | $40,300 | $43,596 | -$3,296 | -$3,296 |
| 1502.349 EATON VANCE-ATLANTA SMID-R6 | 2025-02-06 | $64,000 | $47,056 | $16,944 | $16,944 | |
| 925.124 PARAMETRIC DIVIDEND INCOME FUND-I | 2025-02-06 | $14,950 | $12,793 | $2,157 | $2,157 | |
| 921.116 FPA CRESCENT FUND-SUPR INST | 2020-01-22 | 2025-02-06 | $38,300 | $32,197 | $6,103 | $6,103 |
| 682.678 HARTFORD DVDND & GRWTH-F | 2022-03-25 | 2025-02-06 | $23,450 | $23,027 | $423 | $423 |
| 690.233 T ROWE PRICE LARGE/CAP GRW-I | 2025-02-06 | $58,759 | $34,850 | $23,909 | $23,909 | |
| 121. INVESCO S&P 500 EQUAL WEIGHT ETF | 2025-02-06 | $21,949 | $18,278 | $3,671 | $3,671 | |
| 200. ISHARES CORE S&P 500 ETF | 2024-12-31 | 2025-02-06 | $121,688 | $117,945 | $3,743 | $3,743 |
| 379. ISHARES RUSSELL MID CAP ETF | 2020-11-13 | 2025-02-06 | $35,123 | $24,278 | $10,845 | $10,845 |
| 107. ISHARES S&P SMALLCAP 600/VAL COMMON | 2021-03-23 | 2025-02-06 | $11,844 | $11,143 | $701 | $701 |
| 1955.181 JOHCM INTERNATIONAL SEL-INST | 2021-03-23 | 2025-02-06 | $47,550 | $50,455 | -$2,905 | -$2,905 |
| 1200.939 JANUS HENDERSON SMALL CAP VALUE-N | 2021-03-23 | 2025-02-06 | $28,150 | $26,131 | $2,019 | $2,019 |
| 1953.488 NEUBERGR LONG SHRT FUND-INST | 2021-10-04 | 2025-02-06 | $37,800 | $34,120 | $3,680 | $3,680 |
| 1059.413 PIMCO COMMODITY REALRTN STRATEGY-INS | 2022-07-11 | 2025-02-06 | $14,800 | $18,714 | -$3,914 | -$3,914 |
| 4297.153 OSTERWEIS STRATEGIC INC FD I | 2024-05-22 | 2025-02-06 | $48,300 | $47,870 | $430 | $430 |
| 1307.223 MUZINICH CREDIT OPPTYS-SUPRA INSTL | 2024-04-23 | 2025-02-06 | $12,850 | $13,260 | -$410 | -$410 |
| 1035.2 T ROWE PRICE INTEGRATED U.S. | 2025-02-06 | $47,350 | $38,124 | $9,226 | $9,226 | |
| 370.879 VANECK EMERGING MARKETS-Z | 2021-01-07 | 2025-02-06 | $5,400 | $6,136 | -$736 | -$736 |
| 136. VANGUARD DIVIDEND APPREC ETF | 2022-03-11 | 2025-02-06 | $27,698 | $15,358 | $12,340 | $12,340 |
| 3223.883 VANGUARD TOTAL BD MKT INDEX-INST | 2024-04-23 | 2025-02-06 | $30,820 | $32,972 | -$2,152 | -$2,152 |
| 1692.435 VANGUARD TOTAL BD MKT INDEX-INST | 2023-11-28 | 2025-02-06 | $16,180 | $17,309 | -$1,129 | -$1,129 |
| 595. VANGUARD TOTAL BOND MARKET ETF | 2024-04-23 | 2025-02-06 | $43,154 | $43,684 | -$530 | -$530 |
| 318. VANGUARD TOTAL BOND MARKET ETF | 2023-11-27 | 2025-02-06 | $23,064 | $23,347 | -$283 | -$283 |
| 821.008 VANGUARD INST INDEX-INST | 2025-02-06 | $407,031 | $312,143 | $94,888 | $94,888 | |
| 554. VANGUARD RUSSELL 1000 GROWTH ETF | 2025-02-06 | $58,729 | $37,488 | $21,241 | $21,241 | |
| 951. VANGUARD RUSSELL 1000 VALUE ETF | 2021-03-10 | 2025-02-06 | $81,208 | $57,339 | $23,869 | $23,869 |
| 450.475 INVESCO DEVELOPING MARKETS FUND | 2021-01-07 | 2025-03-20 | $18,042 | $17,512 | $530 | $530 |
| 3077.99 BLACKROCK EVENT DRIVEN EQ-IS | 2025-03-20 | $31,334 | $29,603 | $1,731 | $1,731 | |
| 12335.607 DOUBLELINE TTL RTRN BND-R6 | 2025-03-20 | $109,417 | $116,764 | -$7,347 | -$7,347 | |
| 855.927 EATON VANCE-ATLANTA SMID-R6 | 2025-03-20 | $33,929 | $26,809 | $7,120 | $7,120 | |
| 2458.712 PARAMETRIC DIVIDEND INCOME FUND-I | 2025-03-20 | $38,995 | $34,001 | $4,994 | $4,994 | |
| 2491.692 FPA CRESCENT FUND-SUPR INST | 2025-03-20 | $101,487 | $87,097 | $14,390 | $14,390 | |
| 464.277 T ROWE PRICE LARGE/CAP GRW-I | 2024-12-31 | 2025-03-20 | $36,005 | $23,441 | $12,564 | $12,564 |
| 1397.675 T ROWE PRICE LARGE/CAP GRW-I | 2022-03-11 | 2025-03-20 | $108,390 | $70,568 | $37,822 | $37,822 |
| 321. INVESCO S&P 500 EQUAL WEIGHT ETF | 2022-03-11 | 2025-03-20 | $56,326 | $48,489 | $7,837 | $7,837 |
| 1015. ISHARES RUSSELL MID CAP ETF | 2025-03-20 | $87,673 | $65,019 | $22,654 | $22,654 | |
| 286. ISHARES S&P SMALLCAP 600/VAL COMMON | 2025-03-20 | $28,666 | $29,785 | -$1,119 | -$1,119 | |
| 1828.661 JOHCM INTERNATIONAL SEL-INST | 2021-03-23 | 2025-03-20 | $44,345 | $47,190 | -$2,845 | -$2,845 |
| 3271.356 JANUS HENDERSON SMALL CAP VALUE-N | 2025-03-20 | $70,432 | $71,182 | -$750 | -$750 | |
| 5258.81 NEUBERGR LONG SHRT FUND-INST | 2025-03-20 | $98,813 | $91,850 | $6,963 | $6,963 | |
| 2842.976 PIMCO COMMODITY REALRTN STRATEGY-INS | 2025-03-20 | $40,569 | $50,220 | -$9,651 | -$9,651 | |
| 11514.051 OSTERWEIS STRATEGIC INC FD I | 2024-05-22 | 2025-03-20 | $129,073 | $128,267 | $806 | $806 |
| 3498.564 MUZINICH CREDIT OPPTYS-SUPRA INSTL | 2024-04-23 | 2025-03-20 | $34,496 | $35,488 | -$992 | -$992 |
| 2757.383 T ROWE PRICE INTEGRATED U.S. | 2025-03-20 | $112,225 | $101,548 | $10,677 | $10,677 | |
| 999.401 VANECK EMERGING MARKETS-Z | 2021-01-07 | 2025-03-20 | $14,941 | $16,534 | -$1,593 | -$1,593 |
| 363. VANGUARD DIVIDEND APPREC ETF | 2022-03-11 | 2025-03-20 | $70,876 | $40,993 | $29,883 | $29,883 |
| 13163.713 VANGUARD TOT BD MKT IDX-ADM | 2025-03-20 | $127,161 | $134,631 | -$7,470 | -$7,470 | |
| 2448. VANGUARD TOTAL BOND MARKET ETF | 2025-03-20 | $179,825 | $179,730 | $95 | $95 | |
| 1546.313 VANGUARD INST INDEX-INST | 2025-03-20 | $715,123 | $587,901 | $127,222 | $127,222 | |
| 664.761 VANGUARD INST INDEX-INST | 2025-03-20 | $307,432 | $252,739 | $54,693 | $54,693 | |
| 2551. VANGUARD RUSSELL 1000 VALUE ETF | 2025-03-20 | $212,123 | $153,809 | $58,314 | $58,314 | |
| 778. ISHARES 20+ YEAR TREASURY BOND ETF | 2025-03-20 | 2025-03-31 | $70,738 | $71,292 | -$554 | -$554 |
| 3477.097 JOHCM INTERNATIONAL SEL-INST | 2025-04-01 | $80,390 | $89,730 | -$9,340 | -$9,340 | |
| 778. ISHARES 20+ YEAR TREASURY BOND ETF | 2025-03-20 | 2025-04-04 | $72,625 | $71,292 | $1,333 | $1,333 |
| 1462. ISHARES BARCLAYS 1-3 YR TREASURY BD | 2025-03-20 | 2025-04-07 | $120,941 | $120,703 | $238 | $238 |
| 1064. VANGUARD INTL EQUITY IDX EMR MKT ETF | 2025-03-20 | 2025-04-09 | $42,709 | $49,258 | -$6,549 | -$6,549 |
| 3177.117 ARTISAN INTL VALUE FUND-INS | 2025-04-30 | $159,301 | $157,753 | $1,548 | $1,548 | |
| 1292.998 COHEN & STEERS REALTY SHARES INSTITUTION | 2025-04-30 | $63,176 | $67,324 | -$4,148 | -$4,148 | |
| 2399.128 DFA US SMALL CAP PORTFOLIO | 2025-03-20 | 2025-04-30 | $104,890 | $110,000 | -$5,110 | -$5,110 |
| 30657.114 DODGE & COX INCOME FUND | 2025-04-30 | $387,506 | $390,020 | -$2,514 | -$2,514 | |
| 3172.016 EATON VANCE-ATLANTA SMID-R6 | 2025-04-30 | $125,136 | $99,352 | $25,784 | $25,784 | |
| 3798. GOLDMAN SACHS GQP PRT INTL-R6 | 2025-04-01 | 2025-04-30 | $81,847 | $80,632 | $1,215 | $1,215 |
| 3705.709 HARTFORD DVDND & GRWTH-F | 2025-03-20 | 2025-04-30 | $119,991 | $123,326 | -$3,335 | -$3,335 |
| 1833.08 HARTFORD DVDND & GRWTH-F | 2022-03-25 | 2025-04-30 | $59,355 | $61,830 | -$2,475 | -$2,475 |
| 1074. ISHARES CORE S&P 500 ETF | 2025-04-30 | $594,451 | $622,806 | -$28,355 | -$28,355 | |
| 2873. ISHARES CORE TOTAL US BOND MKT ETF | 2025-03-20 | 2025-04-30 | $284,419 | $284,398 | $21 | $21 |
| 595. ISHARES S&P 500 VALUE ETF | 2025-03-20 | 2025-04-30 | $108,671 | $113,547 | -$4,876 | -$4,876 |
| 742. ISHARES 7-10 YEAR TREASURY B | 2025-04-04 | 2025-04-30 | $71,152 | $72,000 | -$848 | -$848 |
| 594. ISHARES 3-7 YEAR TREASURY BOND ETF | 2025-03-31 | 2025-04-30 | $70,782 | $70,214 | $568 | $568 |
| 1321. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL | 2025-04-07 | 2025-04-30 | $121,152 | $120,876 | $276 | $276 |
| 1607. VANGUARD FTSE DEVELOPED MARKETS ETF | 2025-03-20 | 2025-04-30 | $84,896 | $84,456 | $440 | $440 |
| 2610. VANGUARD RUSSELL 1000 GROWTH ETF | 2025-04-30 | $244,329 | $215,138 | $29,191 | $29,191 | |
| 524. VANGUARD RUSSELL 1000 GROWTH ETF | 2025-04-30 | $49,053 | $43,192 | $5,861 | $5,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $583,595 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,690 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,690 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,093 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $8,093 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | 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 | 4048132111 | 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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,689 | 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 | $1,469,665 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $431,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,900,790 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,900,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,872,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,597 | TotalTaxAmt |
| Distributable Before Adj | $85,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,017 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,498,974 | 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 | $5,498,974 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,291,058 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,894,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,185,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,498,974 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,017 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,413,957 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,599,169 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,599,169 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,291,058 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $5,894,154 | ExcessFromYear1Amt |
| Excess From Current Year | $5,413,957 | 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 | LYNETTE BELL PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 N TRYON STREET FL 34 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4048132023 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | FORM, INFORMATION AND MATERIALS: WRITTEN APPLICATIONS WITH UPPORTING INFORMATION REGARDING THE PURPOSE OF THE ORGANIZATION AND EXPECTED BENEFITS OF PROGRAM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS SHOULD BE MADE IN OR BEFORE OCTOBER FOR CONSIDERATION IN THE FOLLOWING YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS/GRANTS ARE PRIMARILY TO COMMUNITY ORGANIZATIONS. GRANTS ARE NOT MADE TO POLITICAL OR RELIGIOUS ORGANZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LIVING CITIES | |||||||
| 805 15TH ST NW STE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $537,630 |
| PURPOSE BUILT COMMUNITIES | |||||||
| 2380 HOSEA L WILLIAMS DR NE | ATLANTA | GA | 30317 | NONE | PC | GENERAL OPERATING | $1,500,000 |
| THE RON CLARK ACADEMY INC | |||||||
| 228 MARGARET ST SE | ATLANTA | GA | 303154105 | NONE | PC | GENERAL OPERATING | $1,200,000 |
| TRUST FOR THE NATIONAL MALL | |||||||
| 1717 PENNSYLVANIA AVE NW STE 250 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING | $1,500,000 |
| WESTSIDE FUTURE FUND INC | |||||||
| 970 JEFFERSON STREET NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,487,630 | 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 | $41,413 | 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 | $583,595 | 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 | $625,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $625,008 | 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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $5,000 | Amt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm |
|---|
| 258620566 DOUBLELINE TOTAL RET |
| 921937504 VANGUARD TOTAL BOND |
| 921937835 VANGUARD TOTAL BOND |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| 87283A102 T. ROWE PRICE QM US |
| 92206C714 VANGUARD RUSSELL 100 |
| 92206C680 VANGUARD RUSSELL 100 |
| 27826A813 PARAMETRIC DIVIDEND |
| 00143W859 INVESCO DEVELOPING M |
| 277902235 EATON VANCE ATLANTA |
| 45775L408 T ROWE PRICE LARGE-C |
| 464287499 ISHARES RUSSELL MIDC |
| 921908844 VANGUARD DIVIDEND AP |
| 922040100 VANGUARD INSTL INDEX |
| 09250J734 BLACKROCK EVENT DRIV |
| 30254T676 FPA CRESCENT FD |
| 464287879 ISHARES S&P SMALLCAP |
| 46653M849 JOHCM INTERNATIONAL |
| 64128R608 NEUBERGER BERMAN LON |
| 74316J532 MUZINICH CREDIT OPPO |
| 256210105 DODGE & COX INCOME F |
| 41664T669 HARTFORD DIVIDEND & |
| 46137V357 INVESCO S&P 500 EQUA |
| 47103D728 JANUS HENDERSON SMAL |
| 722005667 PIMCO COMMODITY REAL |
| 19247U106 COHEN & STEERS INSTI |
| 742935489 OSTERWEIS STRATEGIC |
| 92107P889 VANECK EMERGING MARK |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE SUNTRUST BANK CHARITABLE-IRR TR(1071 MADE DISTRIBUTIONS IN TERMINATION DURING THE 2025 TAX YEAR IN THE AMOUNT OF $537,629.82 TO LIVING CITIES AT 805 15TH STREET NW SUITE 500, WASHINGTON, DC 20005, TO PURPOSE BUILT COMMUNITIES IN THE AMOUNT OF $1,500,000 AT 2380 HOSEA L. WILLIAMS DR. NE SUITE #4 ATLANTA, GA 30317, TO THE RON CLARK ACADEMY INC IN THE AMOUNT OF $1,200,000 AT 228 MARGARET ST SE ATLANTA, GA 30315-4105, TO TRUST FOR THE NATIONAL MALL IN THE AMOUNT OF $1,500,000 AT 1717 PENNSYLVANIA AVENUE NW SUITE 250 WASHINGTON, DC 20006 AND TO WESTSIDE FUTURE FUND, INC. IN THE AMOUNT OF $750,000 AT 970 JEFFERSON STREET NW ATLANTA, GA 30318 AND THUS WILL BE FILING FINAL FOR THE 2025 TAX YEAR. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $410 |
| ROUNDING | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 SALES POSTED IN 2025 | $105,429 |
| 2024 TRANSACTION POSTED IN 2025 | $3,086 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,875 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $16,690 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $23 | $23 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $8 | $8 | $0 |
Comments