Civic Intelligence

R Stuart Moore Charitable Trust for The

EIN 26-4319544 • 501(c)3 • Orlando, FL

Profile

To support the charitable purpose of ferrum college, through the establishment of scholarships, as well as assistig in necessary repairs to college buildings and paying in whole or part of the presidents salary.

PO Box 919798Orlando, FL 32891-9798

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

47th percentile

3.0%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

16th percentile

$30,283

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

34th percentile

-0.0%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$10,979,729

Down $1,823 (-0.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$10,979,729

Down $1,823 (-0.0%) from 2024

Operations
Liabilities / Revenue7th percentileNet Margin47th percentile

Revenue

Up

$821,643

Up $193,307 (+31%) from 2024

Expenses

Down

$796,755

Down $7,778 (-1.0%) from 2024

Net Income

Up

$24,888

Up $201,085 (+114%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2021: $10,924,230Liabilities 2021: $0Net Assets 2021: $10,924,2302021Assets 2022: $11,573,536Liabilities 2022: $0Net Assets 2022: $11,573,5362022Assets 2023: $11,181,654Liabilities 2023: $0Net Assets 2023: $11,181,6542023Assets 2024: $10,981,552Liabilities 2024: $0Net Assets 2024: $10,981,5522024Assets 2025: $10,979,729Liabilities 2025: $0Net Assets 2025: $10,979,7292025

Highlighted filing

2025

Assets$10,979,729
Liabilities$0
Net Assets$10,979,729
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2021: $1,006,838Expenses 2021: $721,789Net Income 2021: $285,0492021Revenue 2022: $1,410,736Expenses 2022: $761,796Net Income 2022: $648,9402022Revenue 2023: $391,469Expenses 2023: $777,725Net Income 2023: -$386,2562023Revenue 2024: $628,336Expenses 2024: $804,533Net Income 2024: -$176,1972024Revenue 2025: $821,643Expenses 2025: $796,755Net Income 2025: $24,8882025

Highlighted filing

2025

Revenue$821,643
Expenses$796,755
Net Income$24,888
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,979,729
Liabilities
$0
Net assets
$10,979,729
Revenue
$821,643
Expenses
$796,755
Net income
$24,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.82$0.80$0.02
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.63$0.80$0.18
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.39$0.78$0.39
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.41$0.76$0.65
2021Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.01$0.72$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 30, 2025
Return Version
2024v5.2
Gross Receipts
$4,434,986
Mission and Program Overview

Mission

To support the charitable purpose of ferrum college, through the establishment of scholarships, as well as assisting in necessary repairs to college buildings and paying in whole or part of the college president's salary.

To support the charitable purpose of ferrum college, through the establishment of scholarships, as well as assistig in necessary repairs to college buildings and paying in whole or part of the presidents salary.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$10,981,552$10,979,729▼ $1,823
Investments in Publicly Traded Securities$10,778,594$10,719,857▼ $58,737
Savings and Temporary Cash Investments$202,958$259,872▲ $56,914
Total Assets$10,981,552$10,979,729▼ $1,823
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,981,552$10,979,729▼ $1,823
Total Liabilities and Net Assets / Fund Balance$10,981,552$10,979,729▼ $1,823
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleBaseTotal
Truist BankTrustee$30,283$30,283
Douglas B LaneCo-trustee$22,003$22,003

Board Members and Trustees

NameTitle
Ferrum CollegeCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$821,643
Other Revenue
$0
Change in Net Assets
$24,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$696,196
Salaries, Compensation, and Employee Benefits$52,287
Other Expenses$48,272
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$696,196--$696,196
Current Officers, Directors, Trustees, and Key Employees$26,143$26,144-$52,287
Fees for Service Investment Mgmnt Fees-$37,828-$37,828
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$1,441-$1,441
Total Functional Expenses$722,339$74,416$0$796,755
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ferrum CollegeFerrum, VA501(c)(3)General Operating$696,196
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Explanation for Form 990, Page 6, Part VI, Line 3

“Some investment management functions are performed by a outside company.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“THERE ARE NO COMMITTEES.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Electronic copy of form 990 is provided to trustee before filing”

Explanation for Form 990, Page 6, Part VI, Line 9

“Ferrum college, p.o. Box 1000 ferrum, va 24088-9000 douglas b lane, 150 mill lane, lynchburg va 24503”

FORM 990, PAGE 6, PART VI, LINE 15B

“Corporate trustee compensation, in accordance with the trust document, is determined by published schedule of fees in effect from time to time, with appropiate management services not performed. Individual co-trustee and/or investment fees are those customarily charged for similar services at the time such services are performed.”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public”

Filing and Contact Details

Filer

Filer Name
R Stuart Moore Charitable Trust for the
EIN
26-4319544
Phone
4047243644
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
4047243644
Signed
2025-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Truist Bank
Formed
2009
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2024 Transaction Posted in 2025 ($3,406); 2023 Transaction Posted in 2024 $4,291; Cost Basis Adjustment ($27,596)”

Raw XML AppendixShowing 400 of 429 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT THE CHARITABLE PURPOSE OF FERRUM COLLEGE, THROUGH THE ESTABLISHMENT OF SCHOLARSHIPS, AS WELL AS ASSISTIG IN NECESSARY REPAIRS TO COLLEGE BUILDINGS AND PAYING IN WHOLE OR PART OF THE PRESIDENTS SALARY.
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/BooksInCareOfDetail/PhoneNum04047243644
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORLANDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032891
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt010981552
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt010979729
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt026144
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt026143
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt052287
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0696196
IRS990/CYInvestmentIncomeAmt0821643
IRS990/CYOtherExpensesAmt048272
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt024888
IRS990/CYSalariesCompEmpBnftPaidAmt052287
IRS990/CYTotalExpensesAmt0796755
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0821643
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0SUPPORT PROVIDED UNDER THE TRUST AGREEMENT TO FERRUM COLLEGE
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0722339
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01500
IRS990/FeesForServicesAccountingGrp/TotalAmt01500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt037828
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt037828
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DOUGLAS B LANE
IRS990/Form990PartVIISectionAGrp/PersonNm1FERRUM COLLEGE
IRS990/Form990PartVIISectionAGrp/PersonNm2TRUIST BANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt022003
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230283
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0479196
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0696196
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0696196
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0696196
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04092539
IRS990/GrossReceiptsAmt04434986
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0342447
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0342447
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010778594
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010719857
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03613343
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE CHARITABLE PURPOSE OF FERRUM COLLEGE, THROUGH THE ESTABLISHMENT OF SCHOLARSHIPS, AS WELL AS ASSISTIG IN NECESSARY REPAIRS TO COLLEGE BUILDINGS AND PAYING IN WHOLE OR PART OF THE PRESIDENTS SALARY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt010981552
IRS990/NetAssetsOrFundBalancesEOYAmt010979729
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0479196
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0479196
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-26711
IRS990/OtherExpensesGrp/Desc0Foreign Taxes on Q Divs
IRS990/OtherExpensesGrp/Desc1Foreign Taxes on NQ Divs
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07503
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11441
IRS990/OtherExpensesGrp/TotalAmt07503
IRS990/OtherExpensesGrp/TotalAmt11441
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC GAIN ON TRADING ERROR
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TRUIST BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0711156
IRS990/PYInvestmentIncomeAmt0628336
IRS990/PYOtherExpensesAmt044563
IRS990/PYRevenuesLessExpensesAmt0-176197
IRS990/PYSalariesCompEmpBnftPaidAmt048814
IRS990/PYTotalExpensesAmt0804533
IRS990/PYTotalRevenueAmt0628336
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt024888
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0202958
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0259872
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0431170
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0352895
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt088723
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt020534
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt08944
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt06840
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0342447
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0332361
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt065472
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt062130
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0356754
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0283925
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0283925
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0466968
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0466968
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0241336
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0466968
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0466968
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0466968
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0722339
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0722339
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01672660
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0735563
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0711408
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0688456
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt04201
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt02394999
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0722339
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0735563
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0711408
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0225689
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt02139628
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt026143
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0696196
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0466968
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0696196
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0722339
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED IN ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION HAS CONTINUED TO HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND DIRECTING THE ASSETS THROUGHOUT THE YEAR. ATTENDING EACH QUARTERLY MEETING, THEY ARE ENGAGED IN DISCUSSIONS AND DECISIONS REGARDING THE INVESTMENT AND REBALANCING OF THE PORTFOLIO. THEIR INPUT IS VITAL AND CONSIDERED IN THE DECISIONS MADE TO INVESTMENT POLICY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V SEC D LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SEC D LINE 3
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt014771864
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt013545134
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0548274
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0491247
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt014223590
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt013053887
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0221578
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0203177
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt014550286
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt013341957
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0509260
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0466968
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt014771864
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt013545134
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0509260
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0466968
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0540506457
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0696196
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FERRUM COLLEGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0696196
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0696196
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FERRUM COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0540506457
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1000
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FERRUM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd024088
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST. THE PAYEE IS NAMED IN THE TRUST DOCUMENT AND GRANTS ARE PAID IN ACCORDANCE WITH THE TRUST DOCUMENT. THE ORGANIZATION DOES NOT HAVE PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOME INVESTMENT MANAGEMENT FUNCTIONS ARE PERFORMED BY A OUTSIDE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELECTRONIC COPY OF FORM 990 IS PROVIDED TO TRUSTEE BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FERRUM COLLEGE, P.O. BOX 1000 FERRUM, VA 24088-9000 DOUGLAS B LANE, 150 MILL LANE, LYNCHBURG VA 24503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CORPORATE TRUSTEE COMPENSATION, IN ACCORDANCE WITH THE TRUST DOCUMENT, IS DETERMINED BY PUBLISHED SCHEDULE OF FEES IN EFFECT FROM TIME TO TIME, WITH APPROPIATE MANAGEMENT SERVICES NOT PERFORMED. INDIVIDUAL CO-TRUSTEE AND/OR INVESTMENT FEES ARE THOSE CUSTOMARILY CHARGED FOR SIMILAR SERVICES AT THE TIME SUCH SERVICES ARE PERFORMED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62024 Transaction Posted in 2025 ($3,406); 2023 Transaction Posted in 2024 $4,291; Cost Basis Adjustment ($27,596)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FERRUM COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0540506457
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HIGHER EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FERRUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd024088
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0696196
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0FERRUM COLLEGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010981552
IRS990/TotalAssetsEOYAmt010979729
IRS990/TotalAssetsGrp/BOYAmt010981552
IRS990/TotalAssetsGrp/EOYAmt010979729
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt074416
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0722339
IRS990/TotalFunctionalExpensesGrp/TotalAmt0796755
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010981552
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010979729
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0722339
IRS990/TotalReportableCompFromOrgAmt052286
IRS990/TotalRevenueGrp/ExclusionAmt0821643
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0821643
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010981552
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010979729
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/USAddress/CityNm0ORLANDO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032891
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.