BRADFORD AND PATRICIA TINGLE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRADFORD AND PATRICIA TINGLE FAMILY FOUNDATION (EIN 84-2708237)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-16
- IRS object ID
- 202641069349100229
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- 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 | 842708237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRADFORD AND PATRICIA TINGLE FAMILY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAD | 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 | 2026-04-15 | 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 | 2026-04-15 | 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 | $31,154 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $125,315 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,454 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $222,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,351 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,131 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,065 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,066 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9 | 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 | $24,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,074 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,566 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,948 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,074 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,566 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,277 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21 | CashBOYAmt |
| Cash EOY | $9 | CashEOYAmt |
| Cash EOYFMV | $9 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,004 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $10,650 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,692 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,833 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $34,935 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,728 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,308 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $47,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,433 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,154 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $47,403 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,433 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,433 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,718 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20 | OtherIncreasesAmt |
| Subtotal | $120,141 | SubtotalAmt |
| Other Decreases | $92,708 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (118 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6.085 ARTISAN INTL VALUE FUND-INS | 2025-02-11 | $300 | $310 | -$10 | -$10 | ||
| 2. ISHARES GOLD TRUST | 2025-02-11 | $110 | $103 | $7 | $7 | 2024-10-21 | |
| 3. ISHARES CORE S&P 500 ETF | 2025-02-11 | $1,819 | $1,657 | $162 | $162 | ||
| 2. ISHARES BARCLAYS CREDIT BOND ETF | 2025-02-11 | $101 | $103 | -$2 | -$2 | ||
| 24. ISHARES US TREASURY BOND ETF | 2025-02-11 | $541 | $558 | -$17 | -$17 | 2024-08-19 | |
| 1. ISHARES CORE S&P 500 ETF | 2025-03-03 | $599 | $541 | $58 | $58 | 2024-08-13 | |
| 1. CEF ISHARES TR S&P | 2025-03-03 | $112 | $106 | $6 | $6 | 2024-04-29 | |
| 9. CEF ISHARES TR S&P | 2025-03-03 | $1,011 | $957 | $54 | $54 | 2024-02-20 | |
| 21.863 DOUBLELINE TTL RTRN BND-R6 | 2025-04-10 | $191 | $193 | -$2 | -$2 | ||
| 7.347 DOUBLELINE TTL RTRN BND-R6 | 2025-04-10 | $64 | $64 | 2024-02-20 | |||
| 3. ISHARES GOLD TRUST | 2025-04-10 | $179 | $155 | $24 | $24 | 2024-10-21 | |
| 1. ISHARES CORE S&P 500 ETF | 2025-04-10 | $525 | $498 | $27 | $27 | 2024-02-20 | |
| 1. ISHARES BARCLAYS CREDIT BOND ETF | 2025-04-10 | $50 | $52 | -$2 | -$2 | 2024-10-21 | |
| 1. ISHARES BARCLAYS CREDIT BOND ETF | 2025-04-10 | $50 | $50 | 2024-02-20 | |||
| 38. ISHARES US TREASURY BOND ETF | 2025-04-10 | $862 | $883 | -$21 | -$21 | 2024-08-19 | |
| 3. ISHARES CORE MSCI EAFE ETF | 2025-04-10 | $213 | $231 | -$18 | -$18 | 2025-03-03 | |
| 3. ISHARES CORE MSCI EMERGING MKTS ETF | 2025-04-10 | $150 | $171 | -$21 | -$21 | 2024-10-21 | |
| 6.938 VANGUARD M/B SEC INDEX-ADM | 2025-04-11 | $126 | $128 | -$2 | -$2 | 2024-12-09 | |
| 9.104 VANGUARD M/B SEC INDEX-ADM | 2025-04-11 | $165 | $165 | 2024-02-20 | |||
| 5.572 ARTISAN INTL VALUE FUND-INS | 2025-04-21 | $271 | $273 | -$2 | -$2 | 2024-12-09 | |
| 3.167 EATON VANCE-ATLANTA SMID-R6 | 2025-04-21 | $118 | $146 | -$28 | -$28 | 2024-12-09 | |
| 1.778 EATON VANCE-ATLANTA SMID-R6 | 2025-04-21 | $67 | $71 | -$4 | -$4 | 2024-02-20 | |
| 1. ISHARES CORE S&P 500 ETF | 2025-04-21 | $524 | $498 | $26 | $26 | 2024-02-20 | |
| 12. ISHARES S&P MIDCAP 400 INDEX FUND | 2025-04-21 | $649 | $803 | -$154 | -$154 | 2024-12-09 | |
| 6.915 EDGEWOOD GROWTH FUND-INS | 2025-06-10 | $317 | $327 | -$10 | -$10 | 2024-02-20 | |
| .84 ARTISAN INTL VALUE FUND-INS | 2025-06-10 | $44 | $41 | $3 | $3 | 2024-12-09 | |
| 2.639 ARTISAN INTL VALUE FUND-INS | 2025-06-10 | $138 | $123 | $15 | $15 | 2024-02-20 | |
| 1. INVESCO S&P 500 EQUAL WEIGHT ETF | 2025-06-10 | $179 | $160 | $19 | $19 | 2024-02-20 | |
| 3. ISHARES CORE S&P 500 ETF | 2025-06-10 | $1,812 | $1,494 | $318 | $318 | 2024-02-20 | |
| 4. ISHARES CORE MSCI EAFE ETF | 2025-06-10 | $335 | $308 | $27 | $27 | 2025-03-03 | |
| 3. ISHARES CORE MSCI EMERGING MKTS ETF | 2025-06-10 | $178 | $171 | $7 | $7 | 2024-10-21 | |
| 7.262 JOHN HANCOCK III-DISCPL V-R6 | 2025-06-10 | $170 | $170 | ||||
| 3.617 JOHN HANCOCK III-DISCPL V-R6 | 2025-06-10 | $85 | $83 | $2 | $2 | 2024-02-20 | |
| 5.916 EDGEWOOD GROWTH FUND-INS | 2025-06-16 | $269 | $279 | -$10 | -$10 | 2024-02-20 | |
| 14.058 ARTISAN INTL VALUE FUND-INS | 2025-06-16 | $733 | $656 | $77 | $77 | 2024-02-20 | |
| 6. INVESCO S&P 500 EQUAL WEIGHT ETF | 2025-06-16 | $1,072 | $957 | $115 | $115 | 2024-02-20 | |
| 11. ISHARES US TREASURY BOND ETF | 2025-06-16 | $249 | $254 | -$5 | -$5 | ||
| 4.324 EDGEWOOD GROWTH FUND-INS | 2025-06-25 | $200 | $204 | -$4 | -$4 | 2024-02-20 | |
| 3.853 ARTISAN INTL VALUE FUND-INS | 2025-06-25 | $200 | $180 | $20 | $20 | 2024-02-20 | |
| 22.624 DOUBLELINE TTL RTRN BND-R6 | 2025-06-25 | $200 | $196 | $4 | $4 | 2024-02-20 | |
| 4.891 EATON VANCE-ATLANTA SMID-R6 | 2025-06-25 | $200 | $194 | $6 | $6 | 2024-02-20 | |
| 2. ISHARES GOLD TRUST | 2025-06-25 | $125 | $129 | -$4 | -$4 | 2025-04-21 | |
| 3. ISHARES CORE S&P 500 ETF | 2025-06-25 | $1,832 | $1,494 | $338 | $338 | 2024-02-20 | |
| 2. ISHARES S&P MIDCAP 400 INDEX FUND | 2025-06-25 | $123 | $134 | -$11 | -$11 | 2024-12-09 | |
| 5. ISHARES BARCLAYS CREDIT BOND ETF | 2025-06-25 | $255 | $252 | $3 | $3 | 2024-02-20 | |
| 28. ISHARES US TREASURY BOND ETF | 2025-06-25 | $639 | $643 | -$4 | -$4 | ||
| 4. ISHARES CORE MSCI EAFE ETF | 2025-06-25 | $326 | $329 | -$3 | -$3 | 2025-06-16 | |
| 2. ISHARES CORE MSCI EMERGING MKTS ETF | 2025-06-25 | $119 | $114 | $5 | $5 | 2024-10-21 | |
| 8.482 JOHN HANCOCK III-DISCPL V-R6 | 2025-06-25 | $200 | $194 | $6 | $6 | 2024-02-20 | |
| 22.124 PIMCO INVESTMENT GRADE CREDIT BD-I | 2025-06-25 | $200 | $198 | $2 | $2 | ||
| 3. STE ST SPDR PTFL S&P 500 GROWTH ETF | 2025-06-25 | $280 | $277 | $3 | $3 | 2025-06-16 | |
| 10.834 VANGUARD M/B SEC INDEX-ADM | 2025-06-25 | $200 | $196 | $4 | $4 | 2024-02-20 | |
| 3. ISHARES CORE S&P 500 ETF | 2025-09-10 | $1,970 | $1,494 | $476 | $476 | 2024-02-20 | |
| 270. ISHARES TR RUSSELL 1000 GROWTH INDEX FD | 2025-09-30 | $126,017 | $32,627 | $93,390 | $93,390 | 2017-08-11 | |
| 22. ISHARES US TREASURY BOND ETF | 2025-10-15 | $511 | $497 | $14 | $14 | 2024-02-20 | |
| 3. ISHARES CORE S&P 500 ETF | 2025-11-18 | $1,992 | $1,494 | $498 | $498 | 2024-02-20 | |
| 43. ISHARES US TREASURY BOND ETF | 2025-11-18 | $994 | $972 | $22 | $22 | 2024-02-20 | |
| 2. ISHARES CORE S&P 500 ETF | 2025-12-12 | $1,374 | $996 | $378 | $378 | 2024-02-20 | |
| 44. ISHARES US TREASURY BOND ETF | 2025-12-12 | $1,012 | $995 | $17 | $17 | ||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P | |||||
| CAPITAL GAIN DIVIDENDS | $655 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,454 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,632 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,632 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $419 | OverpaymentAmt |
| Applied To ES Tax | $419 | 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 | GA | 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) |
|---|---|---|
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TRUIST BANK | ||||||
| PO BOX 919798 | ORLANDO | FL | 32891 | CO-TRUSTEE | 1 | $20,131 |
| PATRICIA L TINGLE | ||||||
| PO BOX 1908 | ORLANDO | FL | 32802 | CO-TRUSTEE | 1 | $0 |
| 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 | $50,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,532 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,213 | TotalTaxAmt |
| Distributable Before Adj | $1,319 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,319 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,566 | 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 | $137,566 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,700,950 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,006,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $879,688 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $741,526 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $568,111 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,896,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,566 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,247 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,033,022 | 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 | $2,700,950 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,332,072 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,006,500 | ExcessFromYear4Amt |
| Excess From Year3 | $879,688 | ExcessFromYear3Amt |
| Excess From Year2 | $741,526 | ExcessFromYear2Amt |
| Excess From Year1 | $568,111 | ExcessFromYear1Amt |
| Excess From Current Year | $136,247 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIANA PROJECT PLAYGROUND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 156 | AddressLine1Txt |
| City | COLUMBIANA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | EQUIPMENT PURCHASE FOR | GrantOrContributionPurposeTxt |
| Amt | $125,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | 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 | $897 | 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 | $96,454 | 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 | $97,351 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,351 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA L TINGLE REV TR IMA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TRUIST BANK | AddressLine1Txt |
| Address Line2 | PO BOX 919798 | AddressLine2Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $125,315 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ISHARES RUSSELL 1000 GROWTH ETF | NoncashPropertyDesc |
| Fair Market Value | $125,315 | FairMarketValueAmt |
| Received | 2025-09-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 258620566 DOUBLELINE TOTAL RET | $1,326 | $1,363 |
| 46429B267 ISHARES US TREASURY | $3,326 | $3,385 |
| 722005816 PIMCO INVESTMENT GRA | $1,040 | $1,085 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 0075W0759 EDGEWOOD GROWTH FD | AT COST | $1,297 | $879 |
| 04314H857 ARTISAN INTERNATIONA | AT COST | $1,343 | $1,549 |
| 277902235 EATON VANCE ATLANTA | AT COST | $795 | $745 |
| 46137V357 INVESCO S&P 500 EQUA | |||
| 464285204 ISHARES GOLD TRUST | AT COST | $720 | $1,218 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $5,977 | $8,219 |
| 464287507 ISHARES CORE S&P MID | AT COST | $402 | $396 |
| 464287804 ISHARES CORE S&P SMA | |||
| 464288620 ISHARES BROAD USD IN | AT COST | $1,459 | $1,501 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $3,438 | $3,936 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $909 | $1,076 |
| 47803U418 JOHN HANCOCK DISCIPL | AT COST | $1,510 | $1,636 |
| 92206C755 VANGUARD MORTGAGE-BA | AT COST | $1,494 | $1,552 |
| 78464A409 STATE STREET SPDR PO | AT COST | $1,384 | $1,601 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTIONS POSTED IN 2026 | $13 |
| COST BASIS ADJUSTMENT | $2 |
| ROUNDING | $5 |
| FMV TO COST ADJUSTMENT | $92,688 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTED IN 2025 | Desc |
| Amt | $20 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES | $1,632 | $0 | $0 |
| FEDERAL TAX PAYMENT | $676 | $0 | $0 |
| FOREIGN TAXES PAID | $9 | $9 | $0 |
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