JACK TARVER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JACK TARVER FAMILY FOUNDATION (EIN 45-3629804)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202611189349100411
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T12:01:11-05:00 | 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 | 453629804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK TARVER FDN IRRV TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TARV | 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 | 2026-04-19 | 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 | 2026-04-19 | 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 | $16,352,545 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $742,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $739,401 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,655 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,593,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,655 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $866,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $863,056 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $178,965 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $89,483 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $89,482 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,045 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,045 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,523 | TaxesRevAndExpnssAmt |
| 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 | $190,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,482 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $710,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $710,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $900,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $799,482 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $771,528 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,045,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,094,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,094,156 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $8,296,402 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,188,045 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,258,389 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,341,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,282,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,352,545 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,341,925 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,282,201 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,341,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,282,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,341,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,282,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,341,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,707 | OtherIncreasesAmt |
| Subtotal | $16,320,440 | SubtotalAmt |
| Other Decreases | $38,239 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,282,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 70000. WISCONSIN ST GEN 2.333% 5/01/25 | 2017-04-25 | 2025-05-01 | $70,000 | $70,000 | ||
| 6000000. U.S. TREASURY BILLS 5/15/25 | 2024-12-16 | 2025-05-15 | $5,896,110 | $5,896,110 | ||
| 175000. GOLDMAN SACHS GP INC 3.750% 5/22/25 | 2021-11-18 | 2025-05-22 | $175,000 | $175,000 | ||
| 195000. SANTA CRUZ CNTY CA 0.794% 6/01/25 | 2021-09-03 | 2025-06-01 | $195,000 | $195,000 | ||
| 175000. CVS HEALTH CORP 3.875% 7/20/25 | 2021-12-29 | 2025-07-20 | $175,000 | $175,000 | ||
| 120000. CONNECTICUT ST 2.520% 8/15/25 | 2019-09-12 | 2025-08-15 | $120,000 | $120,000 | ||
| 3000000. U.S. TREASURY NOTES 3.875% 8/15/33 | 2023-09-22 | 2025-08-27 | $2,966,121 | $2,842,466 | $123,655 | $123,655 |
| 400000. FHLMC 0.375% 9/23/25 | 2021-08-27 | 2025-09-23 | $400,000 | $400,000 | ||
| 75000. HAWAII ST 1.033% 10/01/25 | 2021-09-30 | 2025-10-01 | $75,000 | $75,000 | ||
| 50000. MARYLAND ST HLTH 2.590% 10/01/25 | 2019-12-11 | 2025-10-01 | $50,000 | $50,000 | ||
| 40000. MISSOURI ST HLTH EDU 2.644% 10/01/25 | 2019-10-30 | 2025-10-01 | $40,000 | $40,000 | ||
| 6500000. U.S. TREASURY BILLS 10/16/25 | 2025-07-17 | 2025-10-16 | $6,431,173 | $6,431,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,655 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,724 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,724 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,724 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,304 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,304 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,420 | 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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042737445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | 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 | 328919798 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $178,965 | 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 | $6,814,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,608,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,422,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,422,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,176,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $808,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $808,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,724 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,724 | TotalTaxAmt |
| Distributable Before Adj | $798,094 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $798,094 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $798,094 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $799,482 | 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 | $799,482 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $798,094 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $710,595 | 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 | $799,482 | QualifyingDistributionsAmt |
| Applied To Year1 | $710,595 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,887 | 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 | $709,207 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE SALVATION ARMY OF ASHEVILLE | ||||||||
| P O BOX 1778 | ASHEVILLE | NC | 28802 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ALICE'S HOUSE | ||||||||
| PO BOX 681 | HUMARICK | MA | 02047 | NONE | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ASAP | ||||||||
| 306 WEST JAUWPPD ST STE 200 | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL OPERATING | $50,000 | |
| ASHEVILLE BUNCOMBE COMMUNITY CHRISTIAN | ||||||||
| 1845 BREVARD RD | ARDEN | NC | 28704 | NONE | PC | GENERAL OPERATING | $10,000 | MINISTRY |
| ASHEVILLE WATCHDOG | ||||||||
| 825 MERRIMON AVE C-175 | ASHEVILLE | NC | 28804 | NONE | PC | GENERAL OPERATING | $25,000 | |
| AUTISM ROCKS INC | ||||||||
| 35 WOODS RD | NORWELL | MA | 02061 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BREAK A LEG THEATER WORKS INC | ||||||||
| 13 OLD STAGE STOP VLG | MARSHFIELD | MA | 02050 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CAMP JULIETTE LOW | ||||||||
| PO BOX 5113 | MARIETTA | GA | 30061 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CANCER CAN'T | ||||||||
| 30 BAY AVE | DUXBURY | MA | 02332 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CAMP HARBOR VIEW | ||||||||
| 79 NEWBURY ST | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CHARLESTON AREA SENIOR CITIZENS | ||||||||
| 259 MEETING ST | CHARLESTON | SC | 29401 | NONE | PC | GENERAL OPERATING | $10,000 | |
| COMMUNITY FOUNDATION FOR METROWEST | ||||||||
| 3 ELOIT ST | NATICK | MA | 01760 | NONE | PC | GENERAL OPERATING | $10,000 | |
| DIGNITY MATTERS | ||||||||
| PO BOX 1262 | WESTBOROUGH | MA | 01581 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GUITARS OVER GUNS ORGANIZATION INC | ||||||||
| 2916 N MIAMI AVENUE | MIAMI | FL | 33127 | NONE | PC | GENERAL OPERATING | $10,000 | |
| HIGHLANDS CASHIERS HEALTH FOUNDATION | ||||||||
| PO BOX 742 | HIGHLANDS | NC | 28741 | NONE | PC | GENERAL OPERATING | $10,000 | |
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | PC | GENERAL OPERATING | $10,000 | |
| INVENTURE INSTITUTE | ||||||||
| 20 SEMINARY DRIVE UNIT 1A | MILL VALLEY | CA | 94941 | NONE | PC | GENERAL OPERATING | $10,000 | |
| JAMES P HARRINGTON ORGANIZATION | ||||||||
| 76 FERRY HILL RD | MARSHFIELD | MA | 02050 | NONE | PC | GENERAL OPERATING | $15,000 | |
| KOTO RADIO | ||||||||
| PO BOX 1069 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL OPERATING | $15,000 | |
| LEVITATE FOUNDATION INC | ||||||||
| 1871 OCEAN ST | MARSFIELD | MA | 02050 | NONE | PC | GENERAL OPERATING | $25,000 | |
| MARSHFIELD COMMUNITY RIB COOK OFF | ||||||||
| 61 CHANDLER DR | MARSHFIELD | MA | 02050 | NONE | PC | GENERAL OPERATING | $12,500 | RESERVE FUND |
| MARYLAND READS | ||||||||
| 9902 HILLRIDGE DR | KENSINGTON | MD | 20895 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MARSHFIELD BOYS & GIRLS CLUB | ||||||||
| 37 PRPPRIETORS DR | MARSHFIELD | MA | 02050 | NONE | PC | GENERAL OPERATING | $16,000 | |
| MOUNTAIN CHILD ADVOCACY CENTER | ||||||||
| 11 VANDERBILT PARK DR STE A | ASHEVILLE | NC | 28803 | NONE | PC | GENERAL OPERATING | $25,000 | |
| ONE-REVOLUTION FOUNDATION | ||||||||
| PO BOX 681026 | PARK CITY | UT | 84068 | NONE | PC | GENERAL OPERATING | $11,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ROANOKE PARK COUNSELING | ||||||||
| 2601 BROADWAY EAST | SEATTLE | WA | 98102 | NONE | PC | GENERAL OPERATING | $10,000 | |
| TELLURIDE FOUNDATION | ||||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL OPERATING | $10,000 | |
| TFALLS FOUNDATION INC | ||||||||
| 224 SABLE TRACE DR | ACWORTH | GA | 30102 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE JORDAN HOSPITAL CLUB | ||||||||
| PO BOX 1727 | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL OPERATING | $1,000 | |
| THE WILY NETWORK | ||||||||
| 189 WELLS AVE STE 301 | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING | $15,000 | |
| THE DAVID FARRINGTON SCHOLARSHIP FUND | ||||||||
| 32 KATES GLEN | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL OPERATING | $2,500 | |
| WELLESLEY FRIENDLY AID | ||||||||
| 219 WASHINGTON ST | WELLESLEY | MA | 02481 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WNC BRIDGE FOUNDATION | ||||||||
| 294 OVERLOOK RD | ASHEVILLE | NC | 28803 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WORKING WHEELS | ||||||||
| 76 WEAVERVILLE ROAD | ASHEVILLE | NC | 28804 | NONE | PC | GENERAL OPERATING | $50,000 | |
| CROSSROADS FOR KIDS INC | ||||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | NONE | PC | GENERAL OPERATING | $25,000 | |
| PLANNED PARENTHOOD LEAGUE MASSACHUSETTS | ||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING | $10,000 | |
| IMPACT MELANOMA | ||||||||
| 490 VIRGINIA ROAD | CONCORD | MA | 01742 | NONE | PC | GENERAL OPERATING | $5,000 | |
| RAWKSTARS INC | ||||||||
| 44 SILVIA FARM DRIVE | EAST TAUNTON | MA | 02718 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MEALS ON WHEELS-ASHEVILLE-BUNCOMBE | ||||||||
| 146 VICTORIA RD | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL OPERATING | $25,000 | |
| RISE ABOVE FOUNDATION | ||||||||
| P O BOX 174 | NORHTBRIDGE | MA | 01534 | NONE | PC | GENERAL OPERATING | $2,500 | |
| WAYPOINT ADVENTURE | ||||||||
| 453 CONCORD AVE | LEXINGTON | MA | 02421 | NONE | PC | GENERAL OPERATING | $30,000 | |
| WELLESLEY FOOD PANTRY INC | ||||||||
| 207 WASHINGTON ST | WELLESLEY | MA | 02481 | NONE | PC | GENERAL OPERATING | $10,000 | |
| COMMUNITY INVESTORS INC | ||||||||
| 25 EARLE RD | WELLESLEY | MA | 02481 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SHULTZS GUEST HOUSE | ||||||||
| 13 BURGESS LANE | DEDHAM | MA | 02026 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MARSHFIELD FOOD PANTRY | ||||||||
| PO BOX 1097 | MARSHFIELD | MA | 02050 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ASHEVILLE HUMANE SOCIETY | ||||||||
| 14 FOREVER FRIEND LAND | ASHEVILLE | NC | 28806 | NONE | PC | GENERAL OPERATING | $50,000 | |
| MANNA FOOD BANK | ||||||||
| 99 BROADPOINTE DR | MILLS RIVER | NC | 28759 | NONE | PC | GENERAL OPERATING | $25,000 | |
| CENTER FOR CONSCIOUS LIVING & DYING INC | ||||||||
| PO BOX 348 | SWANNANOA | NC | 28778 | NONE | PC | GENERAL OPERATING | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $710,000 | 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 | $742,686 | 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 | $123,655 | 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 | $866,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $866,341 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 126650CL2 CVS HEALTH CORP | ||
| 186352SJ0 CLEVELAND OHIO ARPT | $110,000 | $110,000 |
| 20772J3K6 CONNECTICUT STATE | ||
| 3137EAEX3 FEDERAL HOME LOAN MO | ||
| 38148LAE6 GOLDMAN SACHS GROUP | ||
| 419792D45 HAWAII STATE | ||
| 5742185X7 MARYLAND STATE HLTH | ||
| 603827XV3 MINNEAPOLIS-SAINT PA | $74,945 | $75,000 |
| 60636AUJ0 MISSOURI STATE HLTH | ||
| 64966MQK8 NEW YORK NEW YORK | $45,274 | $44,719 |
| 80182AAD1 SANTA CRUZ CNTY CALI | ||
| 977100DB9 WISCONSIN STATE GEN | ||
| 91282CHE4 UNITED STATES TREASU | $986,917 | $1,002,620 |
| 91282CHQ7 UNITED STATES TREASU | $997,933 | $1,014,920 |
| 91282CHT1 UNITED STATES TREASU | ||
| 91282CHX2 UNITED STATES TREASU | $991,449 | $1,021,130 |
| 91282CLM1 UNITED STATES TREASU | $981,527 | $990,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 TRANSACTON POSTED IN 2026 | Desc |
| Amt | $38,239 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTON POSTED IN 2025 | $11,811 |
| PY ACCRUED INTEREST IN CY | $896 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $2,045 | Amt |
| Net Investment Income | $2,045 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,219 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $8,304 | $0 | $0 |
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