ADA L & ALBERT M WIBEL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ADA L & ALBERT M WIBEL FOUNDATION (EIN 20-6966139)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202611189349100731
- 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 Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T12:01:09-05:00 | 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 | 206966139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADA L AND ALBERT M WIBEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIBE | BusinessNameControlTxt |
| Phone | 7033835000 | 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 | 7033835000 | 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 | $7,241,783 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $187,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $255,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,877,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $255,861 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $443,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $443,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,947 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,474 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,473 | 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 | $10,332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,004 | 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 | $63,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,973 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $282,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $282,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $97,803 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $416,104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $377,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,384 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $1,146,765 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,515,396 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,532,863 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,631,840 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,476,907 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,441,536 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,156,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,259,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,241,783 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,156,254 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,259,687 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,156,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,259,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,156,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,259,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,156,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $97,803 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,234 | OtherIncreasesAmt |
| Subtotal | $6,263,291 | SubtotalAmt |
| Other Decreases | $3,604 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,259,687 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 424. VANGUARD MEGA CAP ETF | 2023-11-28 | 2025-03-06 | $87,599 | $68,867 | $18,732 | $18,732 | |
| 762. ISHARES RUSSELL MIDCAP INDEX FUND | 2024-12-13 | 2025-04-23 | $62,459 | $70,451 | -$7,992 | -$7,992 | |
| 1616. ISHARES RUSSELL MIDCAP INDEX FUND | 2025-04-23 | $132,459 | $134,877 | -$2,418 | -$2,418 | ||
| 6180.799 DFA US SMALL CAP PORTFOLIO | 2023-11-22 | 2025-04-25 | $269,421 | $250,384 | $19,037 | $19,037 | |
| 3228.306 T ROWE PRICE INTEGRATED U.S. | 2022-12-13 | 2025-04-25 | $128,164 | $121,546 | $6,618 | $6,618 | |
| 1528. VANGUARD RUSSELL 1000 GROWTH ETF | 2022-12-12 | 2025-04-25 | $141,645 | $89,258 | $52,387 | $52,387 | |
| 414. INVESCO S&P 500 EQUAL WEIGHT ETF | 2025-03-06 | 2025-06-25 | $74,072 | $72,229 | $1,843 | $1,843 | |
| 14156.069 HARTFORD DVDND & GRWTH-F | 2025-08-18 | $496,170 | $433,385 | $62,785 | $62,785 | ||
| 14298.146 GOLDMAN SACHS GQP PRT INTL-R6 | 2025-10-08 | $325,855 | $251,791 | $74,064 | $74,064 | ||
| 92. INVESCO S&P 500 EQUAL WEIGHT ETF | 2025-03-06 | 2025-10-30 | $17,309 | $16,051 | $1,258 | $1,258 | |
| 321. INVESCO S&P 500 EQUAL WEIGHT ETF | 2024-08-07 | 2025-10-30 | $60,394 | $52,675 | $7,719 | $7,719 | |
| 849. VANGUARD INT DIV APP INDX FD | 2022-12-12 | 2025-10-30 | $75,843 | $60,619 | $15,224 | $15,224 | |
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,604 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $255,861 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,784 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,784 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,192 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,192 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $592 | 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 | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7033835000 | 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 | 2 | $41,947 |
| KAREN N CONRAD | ||||||
| PO BOX 37 | GOSHEN | KY | 40026 | CO-TRUSTEE | 2 | $9,000 |
| 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 | $6,651,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,010,286 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,010,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,905,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,784 | TotalTaxAmt |
| Distributable Before Adj | $339,473 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $345,473 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $345,473 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,973 | 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 | $309,973 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $345,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,095 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,414 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,509 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $309,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $309,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,500 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,500 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,009 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,009 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $28,009 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA GALAIDA TRUIST BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 NEW YORK AVENUE NW 4TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2026610741 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM-FUNDS RESTRICTED TO WASHINGTON METRO AREA TO (1) PROVIDE CARE AND AID, AND DELIVER/REDUCED MEALS, VISITING NURSE ORGANIZATIONS AND PROVIDE ROUTINE OR SPECIAL TRANSPORATION FOR THE ELDERLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | (CONTINUED) (2) PROVIDE FOOD, SHELTER, MEDICAL CARE & HOUSING TO DISADVANTAGED CHILDREN, (3) PROVIDE HOSPICE CARE FOR TERMINALLY ILL PATIENTS AND (4) SUPPORT CAREGIVERS ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 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 |
|---|---|---|---|---|---|---|---|---|
| JEWISH COUNCIL FOR THE AGING | ||||||||
| 12320 PARKLAWN DR | ROCKVILLE | MD | 208521726 | NONE | PC | GENERAL OPERATING PURPOSES | $11,500 | |
| ARTS FOR THE AGING | ||||||||
| 15800 CRABBS BRANCY WAY STE 300 | ROCKVILLE | MD | 20855 | NONE | PC | GENERAL OPERATING | $11,500 | |
| BIRMINGHAM GREEN FOUNDATION | ||||||||
| 8605 CENTREVILLE RD | MANASSAS | VA | 20110 | NONE | PC | GENERAL OPERATING | $11,500 | |
| CAPITAL AREA FOOD BANK INC | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL OPERATING | $11,500 | |
| CATHOLIC CHARITIES OF THE DIOCESE OF | ||||||||
| 200 NORTH GLEBE RD STE 250 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING | $11,500 | ARLINGTON |
| CHILD RESOURCE CONNECT | ||||||||
| 9475 LOTTSFORD RD STE 202 | LARGO | MD | 20774 | NONE | PC | GENERAL OPERATING | $11,500 | |
| COVENANT HOUSE WASHINGTON | ||||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL OPERATING | $11,500 | |
| CULPEPPER GARDEN- ARLINGTON | ||||||||
| 4435 N PERSHING DR | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING | $11,500 | RETIREMENT HOUSING CORPORATION |
| DC CENTRAL KITCHEN INC | ||||||||
| PO BOX 417406 | BOSTON | MA | 022417406 | NONE | PC | GENERAL OPERATING | $11,500 | |
| GAITHERSBURG HELP | ||||||||
| 307 MUDDY BRANCH RD | GAITHERSBURG | MD | 20878 | NONE | PC | GENERAL OPERATING | $6,000 | |
| GOODWIN LIVING FOUNDATION | ||||||||
| 4800 FILLMORE AVE | ALEXANDRIA | VA | 22311 | NONE | PC | GENERAL OPERATING | $11,500 | |
| GREATER DC DIAPER BANK | ||||||||
| 1532 A ST NE | WASHINGTON | DC | 200026518 | NONE | PC | GENERAL OPERATING PURPOSES | $11,500 | |
| INSIGHT MEMORY CARE CENTER | ||||||||
| 3953 PENDER DR STE 100 | FAIRFAX | VA | 22030 | NONE | PC | GENERAL OPERATING | $11,500 | |
| LOUDOUN VOLUNTEER CAREGIVERS | ||||||||
| 704 S KING ST 2 | LEESBURG | VA | 20175 | NONE | PC | GENERAL OPERATING | $11,500 | |
| MANNA FOOD CENTER INC | ||||||||
| 12301 OLD COLUMBIA PIKE STE 200 | SILVER SPRING | MD | 20904 | NONE | PC | GENERAL OPERATING | $11,500 | |
| MARY'S CENTER | ||||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING | $11,500 | |
| MARTHA'S TABLE | ||||||||
| PO BOX 70970 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING | $11,500 | |
| NOURISH NOW INC | ||||||||
| 397 E GUDE DR | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL OPERATING | $11,500 | |
| NORTHERN VA FAMILY SERVICES | ||||||||
| 3110 FAIRVIEW PARK DR STE 500 | FALLS CHURCH | VA | 22042 | NONE | PC | GENERAL OPERATING | $11,500 | |
| SHARE OUR STRENGTH - NO KID HUNGRY | ||||||||
| 71 0 ST NW | WASHINGTON | DC | 200011259 | NONE | PC | GENERAL OPERATING | $11,500 | |
| SO OTHERS MIGHT EAT (SOME) | ||||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING | $11,500 | |
| AT HOME IN ALEXANDRIA | ||||||||
| 3139 MOUNT VERNON AVENUE | ALEXANDRIA | VA | 22305 | NONE | PC | GENERAL | $11,500 | |
| HEBREW HOME OF GREATER WASHINGTON | ||||||||
| 6121 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL OPERATING PURPOSES | $11,500 | |
| LISNER LOUISE DICKSON HURT HOME | ||||||||
| 5425 WESTERN AVE NW | WASHINGTON | DC | 20015 | NONE | PC | GENERAL FUNDS | $11,500 | C/O DEBRA LYLE |
| ARLINGTON FOOD ASSISTANCE CENTER | ||||||||
| 2708 S NELSON STREET | ARLINGTON | VA | 22206 | NONE | PC | GENERAL FUNDS | $11,500 | C/O JOY MYERS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $282,000 | 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 | $187,721 | 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 | $255,861 | 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 | $443,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $443,582 | 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 | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 258620566 DOUBLELINE TOTAL RET | $310,843 | $311,214 |
| 464287226 ISHARES CORE US AGGR | $735,180 | $748,401 |
| 74441R607 PGIM SHORT-TERM CORP | $327,170 | $337,112 |
| 464288653 ISHARES 10-20 YEAR T | $142,203 | $136,136 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 233203371 DFA INTERNATIONAL CO | AT COST | $235,176 | $343,861 |
| 233203843 DFA US SMALL CAP POR | AT COST | $243,339 | $317,562 |
| 256210105 DODGE & COX INCOME F | AT COST | $1,156,367 | $1,185,863 |
| 38147N269 GOLDMAN SACHS GQG PA | |||
| 41664T669 HARTFORD DIVIDEND & | |||
| 46137V357 INVESCO S&P 500 EQUA | |||
| 543488845 LOOMIS SAYLES GROWTH | AT COST | $179,735 | $297,952 |
| 87283A102 T. ROWE PRICE QM US | |||
| 921946810 VANGUARD INTERNATION | |||
| 92206C680 VANGUARD RUSSELL 100 | |||
| 921910873 VANGUARD MEGA CAP ET | AT COST | $68,867 | $106,496 |
| 922908710 VANGUARD 500 INDEX F | AT COST | $991,147 | $1,405,991 |
| 464287499 ISHARES RUSSELL MIDC | AT COST | $203,508 | $235,862 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $414,004 | $451,236 |
| 92206C672 VANGUARD RUSSELL 100 | AT COST | $324,995 | $396,439 |
| 52106N889 LAZARD EMERGING MARK | AT COST | $163,213 | $174,164 |
| 92206C714 VANGUARD RUSSELL 100 | AT COST | $496,556 | $526,110 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 TRANSACTION POSTED IN 2026 | Desc |
| Amt | $3,604 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $3,233 |
| ROUNDING | $1 |
| RECOVERY OF PRIOR YEAR GRANTS | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,136 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,192 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,740 | $1,740 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $264 | $264 | $0 |
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