JUDITH A EASTLAND TUW: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH A EASTLAND TUW (EIN 32-6172365)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202641179349100429
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T11:01:09-04:00 | 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 | 326172365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH A EASTLAND TUW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | 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 | $2,131,991 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,686 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,686 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,542 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,542 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $325,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,260 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $98,488 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,488 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,039 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,519 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,520 | 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 | $1,243 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $210 | 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 | $28,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,729 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,084 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,084 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,729 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,759 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86 | CashBOYAmt |
| Cash EOY | $426 | CashEOYAmt |
| Cash EOYFMV | $426 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $83,016 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,015 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,015 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $190,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $218,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $846,619 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $314,009 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $481,680 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $498,944 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $682,469 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $499,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $723,987 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,269,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,261,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,131,991 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,269,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,261,481 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,269,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,269,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,261,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,269,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,873 | OtherIncreasesAmt |
| Subtotal | $1,262,386 | SubtotalAmt |
| Other Decreases | $905 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 14691.417 SHNKMN CAP FL RT HI INC-INST | 2022-06-28 | 2025-01-08 | $135,014 | $131,635 | $3,379 | $3,379 | |
| 80. CHEVRON TEXACO CORP COMMON | 2025-01-08 | $11,997 | $10,171 | $1,826 | $1,826 | ||
| 200. COCA COLA COMPANY | 2017-06-19 | 2025-01-08 | $12,289 | $9,052 | $3,237 | $3,237 | |
| 40. CONOCOPHILLIPS COM | 2024-03-18 | 2025-01-08 | $4,051 | $4,789 | -$738 | -$738 | |
| 100. DUKE ENERGY CORP | 2018-09-11 | 2025-01-08 | $10,780 | $8,153 | $2,627 | $2,627 | |
| 175. ISHARES DOW JONES SEL DIVIDEND INDEX | 2025-01-08 | $22,837 | $16,890 | $5,947 | $5,947 | ||
| 250. ISHARES BARCLAYS 1-3 YR TREASURY BD | 2024-03-18 | 2025-01-08 | $20,489 | $20,376 | $113 | $113 | |
| 95. ISHARES RUSSELL MIDCAP VALUE INDEX | 2019-08-28 | 2025-01-08 | $12,316 | $8,106 | $4,210 | $4,210 | |
| 15. ISHARES RUSSELL 1000 GROWTH INDEX | 2021-08-27 | 2025-01-08 | $6,084 | $4,333 | $1,751 | $1,751 | |
| 45. ISHARES RUSSELL 2000 GROWTH INDEX | 2020-05-06 | 2025-01-08 | $13,121 | $8,172 | $4,949 | $4,949 | |
| 50. LAM RESEARCH CORPORATION | 2015-10-29 | 2025-01-08 | $3,853 | $378 | $3,475 | $3,475 | |
| 5. AUTODESK, INC. COMMON | 2017-03-27 | 2025-08-04 | $1,508 | $429 | $1,079 | $1,079 | |
| 2724.796 CALVERT BOND FUND-R6 | 2023-10-26 | 2025-08-04 | $40,000 | $36,894 | $3,106 | $3,106 | |
| 100. CHIPOTLE MEXICAN GRILL INC | 2024-03-18 | 2025-08-04 | $4,284 | $5,544 | -$1,260 | -$1,260 | |
| 5. EXXON MOBIL CORPORATION | 2016-05-13 | 2025-08-04 | $539 | $445 | $94 | $94 | |
| 60. ISHARES TR S&P MIDCAP 400/BARRA GROWTH | 2019-08-28 | 2025-08-04 | $5,568 | $3,290 | $2,278 | $2,278 | |
| 72. ISHARES TR S&P MIDCAP 400/BARRA VALUE | 2019-08-28 | 2025-08-04 | $8,921 | $5,406 | $3,515 | $3,515 | |
| 5. MCDONALDS CORPORATION | 2016-12-19 | 2025-08-04 | $1,527 | $618 | $909 | $909 | |
| 20. MONSTER BEVERAGE CORP | 2017-06-19 | 2025-08-04 | $1,207 | $508 | $699 | $699 | |
| 5. PROCTOR AND GAMBLE COMPANY | 2016-05-13 | 2025-08-04 | $753 | $409 | $344 | $344 | |
| 90. STATE STREET SPDR PORTFOLIO | 2019-05-22 | 2025-08-04 | $3,626 | $2,610 | $1,016 | $1,016 | |
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,704 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,260 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,192 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,192 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $836 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $836 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $356 | 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 | KY | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $25,039 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,925,118 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,609 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,034,727 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,034,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,004,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,192 | TotalTaxAmt |
| Distributable Before Adj | $99,018 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,018 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,018 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,104 | 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 | $94,104 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,018 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,083 | 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 | $94,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,083 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,021 | 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 | $83,997 | 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 | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| WHAS CRUSADE FOR CHILDREN | ||||||||
| 520 W CHESTNUT ST | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL OPERATING | $19,771 | |
| URSULINE SOCIETY & ACADEMY OF | ||||||||
| 3105 LEXINGTON RD | LOUISVILLE | KY | 40206 | NONE | PC | GENERAL OPERATING | $19,771 | |
| BELLARMINE UNIVERSITY | ||||||||
| 2001 NEWBURG RD | LOUISVILLE | KY | 40205 | NONE | PC | GENERAL OPERATING | $19,771 | |
| LOUISVILLE FREE PUBLIC LIBRARY | ||||||||
| 301 YORK ST | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL OPERATING | $19,771 | ATTN EXECUTIVE DIRECTOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,084 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,686 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,542 | 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 | $47,260 | 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 | $98,488 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,488 | 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 131582322 CALVERT BOND FD | $93,106 | $101,771 |
| 258620566 DOUBLELINE TOTAL RET | $90,000 | $92,092 |
| 46429B267 ISHARES US TREASURY | $298,574 | $305,081 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 166764100 CHEVRON CORP | ||
| 30231G102 EXXON MOBIL CORP | $10,208 | $15,644 |
| 023135106 AMAZON.COM INC | $7,689 | $46,164 |
| 580135101 MCDONALDS CORP | $5,560 | $13,753 |
| 191216100 COCA COLA CO | ||
| 61174X109 MONSTER BEVERAGE COR | $7,618 | $23,001 |
| 742718109 PROCTER & GAMBLE CO | $5,317 | $9,315 |
| 00287Y109 ABBVIE INC | $5,981 | $21,707 |
| 031162100 AMGEN INC | $3,594 | $9,819 |
| 58933Y105 MERCK & CO INC | $5,703 | $11,579 |
| 74834L100 QUEST DIAGNOSTICS IN | $7,208 | $16,485 |
| 037833100 APPLE INC | $3,616 | $67,965 |
| 052769106 AUTODESK INC | $7,716 | $26,641 |
| 17275R102 CISCO SYSTEMS INC | $3,543 | $8,858 |
| 594918104 MICROSOFT CORP | $6,135 | $55,616 |
| 68389X105 ORACLE CORPORATION | $7,006 | $35,084 |
| 92826C839 VISA INC CL A | $6,264 | $28,057 |
| 02079K305 ALPHABET INC CL A | $8,050 | $51,645 |
| 30303M102 META PLATFORMS INC C | $7,199 | $39,605 |
| 26441C204 DUKE ENERGY CORP | ||
| 78463X889 SPDR PORTFOLIO DEVEL | $22,314 | $44,410 |
| 78468R853 SPDR PORTFOLIO S&P 6 | $14,085 | $28,116 |
| 78462F103 SPDR S&P 500 ETF TRU | $12,013 | $36,824 |
| 67066G104 NVIDIA CORP | $10,017 | $83,925 |
| 11135F101 BROADCOM INC | $6,184 | $17,305 |
| 169656105 CHIPOTLE MEXICAN GRI | ||
| 20825C104 CONOCOPHILLIPS | ||
| 29364G103 ENTERGY CORP | $2,561 | $4,622 |
| 46625H100 JP MORGAN CHASE & CO | $6,709 | $11,278 |
| 512807306 LAM RESEARCH CORPORA | $4,534 | $102,708 |
| 532457108 LILLY ELI & CO | $5,358 | $7,523 |
| 931142103 WALMART INC | $6,046 | $11,141 |
| 277902235 EATON VANCE ATLANTA | $20,000 | $17,829 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00770X576 SHENKMAN CAPITAL FLO | |||
| 04314H857 ARTISAN INTERNATIONA | AT COST | $62,500 | $70,269 |
| 464287168 ISHARES DJ SELECT DI | |||
| 464287457 ISHARES BARCLAYS 1-3 | |||
| 464287473 ISHARES RUSSELL MIDC | AT COST | $22,220 | $42,315 |
| 464287499 ISHARES RUSSELL MIDC | AT COST | $24,042 | $55,644 |
| 464287598 ISHARES RUSSELL 1000 | AT COST | $31,694 | $56,371 |
| 464287606 ISHARES S&P MIDCAP 4 | AT COST | $26,243 | $48,440 |
| 464287614 ISHARES RUSSELL 1000 | AT COST | $5,495 | $32,184 |
| 464287630 ISHARES RUSSELL 2000 | AT COST | $14,150 | $29,537 |
| 464287648 ISHARES RUSSELL 2000 | |||
| 464287705 ISHARES S&P MIDCAP 4 | AT COST | $26,034 | $52,636 |
| 464288646 ISHARES 1-5 YEAR INV | AT COST | $159,936 | $164,087 |
| 464288877 ISHARES MSCI EAFE VA | AT COST | $19,536 | $34,420 |
| 464288885 ISHARES TR MSCI EAFE | AT COST | $21,390 | $44,884 |
| 78462F103 SPDR S&P 500 ETF TRU | |||
| 78463X889 SPDR PORTFOLIO DEVEL | |||
| 78468R853 SPDR PORTFOLIO S&P 6 | |||
| 92206C755 VANGUARD MORTGAGE-BA | AT COST | $70,000 | $72,907 |
| 464285204 ISHARES GOLD TRUST | AT COST | $15,892 | $20,293 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 TRANSACTIONS POSTED IN 2026 | Desc |
| Amt | $905 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $1,870 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $197 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $836 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $182 | $182 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $28 | $28 | $0 |
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