MELVIN B SPRIGG TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MELVIN B SPRIGG TR (EIN 55-6015578)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-16
- IRS object ID
- 202641069349102009
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses 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 | 556015578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELVIN B SPRIGG TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPRI | 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 | 2026-03-30 | 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 | 2026-03-30 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,796,812 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,421 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,107,577 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,622 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,948 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $127,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,043 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,137 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,068 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,689 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $532 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $532 | 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 |
| Other Expenses Rev And Expnss | $214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,403 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,903 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,443 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $227 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $59,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,319 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $227,334 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $250,358 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $252,429 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,168,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,178,352 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,469,063 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $378 | OtherAssetsBOYAmt |
| Other Assets EOY | $378 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,456,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,504,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,796,812 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,456,227 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,504,407 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,456,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,504,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,456,227 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,504,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,456,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $186 | OtherIncreasesAmt |
| Subtotal | $1,504,809 | SubtotalAmt |
| Other Decreases | $402 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,504,407 | 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 |
|---|---|---|---|---|---|---|---|
| 337. ISHARES CORE TOTAL US BOND MKT ETF | 2024-01-12 | 2025-01-10 | $32,342 | $33,419 | -$1,077 | -$1,077 | |
| 264. ISHARES CORE TOTAL US BOND MKT ETF | 2023-12-28 | 2025-01-10 | $25,336 | $26,289 | -$953 | -$953 | |
| 663. ISHARES 5-10Y INV GRADE CORP ETF | 2024-10-08 | 2025-01-10 | $33,789 | $35,115 | -$1,326 | -$1,326 | |
| 1870.405 GQG PART EMERG MKTS EQ-INST | 2023-03-01 | 2025-02-24 | $30,544 | $24,016 | $6,528 | $6,528 | |
| 395. ISHARES 20+ YEAR TREASURY BOND ETF | 2025-01-10 | 2025-03-31 | $35,914 | $33,749 | $2,165 | $2,165 | |
| 82. ISHARES 20+ YEAR TREASURY BOND ETF | 2023-10-26 | 2025-03-31 | $7,456 | $6,861 | $595 | $595 | |
| 1946.572 JOHCM INTERNATIONAL SEL-INST | 2023-03-01 | 2025-04-01 | $45,005 | $41,170 | $3,835 | $3,835 | |
| 477. ISHARES 20+ YEAR TREASURY BOND ETF | 2023-10-26 | 2025-04-04 | $44,527 | $39,908 | $4,619 | $4,619 | |
| 707. ISHARES BARCLAYS 1-3 YR TREASURY BD | 2025-01-10 | 2025-04-07 | $58,485 | $57,889 | $596 | $596 | |
| 327. T ROWE PRICE INTEGRATED U.S. | 2024-10-10 | 2025-04-09 | $12,724 | $15,565 | -$2,841 | -$2,841 | |
| 666. VANGUARD INTL EQUITY IDX EMR MKT ETF | 2025-02-24 | 2025-04-09 | $26,733 | $30,498 | -$3,765 | -$3,765 | |
| 364. ISHARES BARCLAYS 3-7 YR TREASURY BD | 2025-03-31 | 2025-05-13 | $42,644 | $43,027 | -$383 | -$383 | |
| 855. HARTFORD DVDND & GRWTH-F | 2025-05-29 | $28,651 | $27,263 | $1,388 | $1,388 | ||
| 432. VANGUARD RUSSELL 1000 GROWTH ETF | 2024-10-08 | 2025-06-02 | $44,633 | $41,750 | $2,883 | $2,883 | |
| 981.407 DFA US SMALL CAP PORTFOLIO | 2023-03-01 | 2025-06-03 | $45,979 | $41,170 | $4,809 | $4,809 | |
| 2423. GOLDMAN SACHS GQP PRT INTL-R6 | 2025-06-03 | $54,081 | $51,120 | $2,961 | $2,961 | ||
| 316.916 FULLERTHALER BEHAVIORAL SMID COR-R6 | 2025-06-03 | 2025-06-09 | $11,634 | $11,517 | $117 | $117 | |
| 2097.868 DFA INTERNATIONAL CORE EQUITY 2 | 2025-06-03 | 2025-06-09 | $38,370 | $38,097 | $273 | $273 | |
| 20. ISHARES CORE S&P 500 ETF | 2024-02-20 | 2025-06-09 | $12,065 | $9,968 | $2,097 | $2,097 | |
| 347. ISHARES S&P 500 VALUE ETF | 2024-01-12 | 2025-06-09 | $66,687 | $60,222 | $6,465 | $6,465 | |
| 792. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL | 2025-07-08 | $72,472 | $72,474 | -$2 | -$2 | ||
| 145. VANGUARD RUSSELL 1000 GROWTH ETF | 2025-07-08 | $15,845 | $13,110 | $2,735 | $2,735 | ||
| 255. VANGUARD RUSSELL 1000 GROWTH ETF | 2024-01-12 | 2025-07-08 | $27,866 | $20,074 | $7,792 | $7,792 | |
| 70.142 ARTISAN INTL VALUE FUND-INS | 2025-06-09 | 2025-07-30 | $3,700 | $3,664 | $36 | $36 | |
| 36.988 FULLERTHALER BEHAVIORAL SMID COR-R6 | 2025-06-03 | 2025-07-30 | $1,400 | $1,344 | $56 | $56 | |
| 30.346 COHEN & STEERS REALTY SHARES INSTITUTION | 2025-06-09 | 2025-07-30 | $1,500 | $1,498 | $2 | $2 | |
| 141.535 DFA INTERNATIONAL CORE EQUITY 2 | 2025-06-03 | 2025-07-30 | $2,600 | $2,570 | $30 | $30 | |
| 697.306 DODGE & COX INCOME FUND | 2021-05-24 | 2025-07-30 | $8,800 | $9,958 | -$1,158 | -$1,158 | |
| 70.939 EATON VANCE-ATLANTA SMID-R6 | 2025-06-09 | 2025-07-30 | $3,000 | $2,891 | $109 | $109 | |
| 118.635 HARTFORD DVDND & GRWTH-F | 2025-07-08 | 2025-07-30 | $4,100 | $4,114 | -$14 | -$14 | |
| 24. ISHARES CORE S&P 500 ETF | 2025-07-30 | $15,259 | $11,678 | $3,581 | $3,581 | ||
| 65. ISHARES CORE TOTAL US BOND MKT ETF | 2024-01-12 | 2025-07-30 | $6,407 | $6,446 | -$39 | -$39 | |
| 19. ISHARES 20+ YEAR TREASURY BOND ETF | 2025-05-13 | 2025-07-30 | $1,649 | $1,631 | $18 | $18 | |
| 17. ISHARES BARCLAYS 7-10 YR TREASURY BD | 2025-04-04 | 2025-07-30 | $1,612 | $1,650 | -$38 | -$38 | |
| 115. VANGUARD FTSE DEVELOPED MARKETS ETF | 2025-06-02 | 2025-07-30 | $6,508 | $6,454 | $54 | $54 | |
| 36. VANGUARD INSTL INDEX ETF | 2025-07-08 | 2025-07-30 | $2,721 | $2,714 | $7 | $7 | |
| 49. VANGUARD RUSSELL 1000 GROWTH ETF | 2024-01-12 | 2025-07-30 | $5,535 | $3,857 | $1,678 | $1,678 | |
| 1140.768 ARTISAN INTL VALUE FUND-INS | 2025-12-23 | $61,533 | $56,784 | $4,749 | $4,749 | ||
| 666.165 ARTISAN INTL VALUE FUND-INS | 2023-03-01 | 2025-12-23 | $35,933 | $27,446 | $8,487 | $8,487 | |
| 58.828 EATON VANCE-ATLANTA SMID-R6 | 2025-06-09 | 2025-12-23 | $2,223 | $2,397 | -$174 | -$174 | |
| 1747.949 EATON VANCE-ATLANTA SMID-R6 | 2023-03-01 | 2025-12-23 | $66,038 | $61,755 | $4,283 | $4,283 | |
| 422. ISHARES CORE TOTAL US BOND MKT ETF | 2025-12-30 | $42,213 | $41,833 | $380 | $380 | ||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,064 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,622 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,646 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,646 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,432 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,432 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $214 | 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 | WV | 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 | 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) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | $12,137 | 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 | $1,659,316 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,716,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,716,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,690,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,646 | TotalTaxAmt |
| Distributable Before Adj | $82,887 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,887 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,887 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,903 | 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 | $126,903 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,429 | 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 | $126,903 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,429 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,474 | 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 | $20,413 | 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 | PATRICIA WATSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 496 HIGH ST SUITE 300 | AddressLine1Txt |
| City | MORGANTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3042852361 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION - ATTACH COPY OF IRS EXEMPTION LETTER, COPY OF PRIOR YEAR FINANCIAL REPORT CERTIFIED BY PRACTICING PUBLIC ACCOUNTANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMIT REQUEST BY MARCH 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS LOCATED IN LEWIS CONTY, WV ENGAGED IN PROVIDING AND MAINTAINING FACILITIES FOR THE MEDICAL, CLINICAL OR HOSPITAL CARE AND TREATMENT OF SICK & AFFLICTED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 1299 PINEVIEW DR STE 300 | MORGANTOWN | WV | 26505 | NONE | PC | GENERAL OPERATIONS | $4,500 |
| STONEWALL JACKSON MEMORIAL HOSPITAL | |||||||
| 230 HOSPITAL PLAZA | WESTON | WV | 26452 | NONE | PC | GENERAL OPERATING | $10,000 |
| LEWIS COUNTY SENIOR CITIZENS CENTER INC | |||||||
| 171 W SECOND ST | WESTON | WV | 26452 | NONE | PC | GENERAL OPERATING | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,500 | 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 | $42,709 | 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 | $82,622 | 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 | $1,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,279 | 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 | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287226 ISHARES CORE US AGGR | $124,428 | $126,448 |
| 464287432 ISHARES 20+ YEAR TRE | $66,460 | $66,939 |
| 464287440 ISHARES 7-10 YEAR TR | $59,470 | $59,042 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $230,826 | $231,875 |
| 00771X419 GQG PARTNERS EMERGIN | |||
| 04314H857 ARTISAN INTERNATIONA | |||
| 19247U106 COHEN & STEERS INSTI | AT COST | $34,321 | $35,686 |
| 233203371 DFA INTERNATIONAL CO | AT COST | $151,936 | $169,981 |
| 233203843 DFA US SMALL CAP POR | |||
| 277902235 EATON VANCE ATLANTA | |||
| 41664T669 HARTFORD DIVIDEND & | AT COST | $93,835 | $103,460 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $255,289 | $412,334 |
| 46653M849 JOHCM INTERNATIONAL | |||
| 92206C680 VANGUARD RUSSELL 100 | AT COST | $81,976 | $155,840 |
| 464287408 ISHARES S&P 500 VALU | |||
| 464288638 ISHARES 5-10 YEAR IN | |||
| 87283A102 T. ROWE PRICE QM US | |||
| 921943858 VANGUARD FTSE DEVELO | AT COST | $159,535 | $186,848 |
| 14064D451 FULLERTHALER BEHAVIO | AT COST | $63,337 | $66,043 |
| 922040845 VANGUARD INSTL INDEX | AT COST | $69,807 | $69,848 |
| 922908629 VANGUARD INDEX FUND | AT COST | $37,490 | $37,148 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GS0001059 GEORGE MOSES-OIL & G | Desc |
| BOY Book Value | $378 | BOYBookValueAmt |
| EOY Book Value | $378 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTIONS POSTED IN 2026 | $194 |
| RETURN OF CAPITAL ADJUSTMENT | $208 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $214 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $214 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,948 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTED IN 2025 | Desc |
| Amt | $186 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAX ON NON-RENTAL | $5 | $5 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $438 | $438 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $89 | $89 | $0 |
Comments