MRAZ CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MRAZ CHARITABLE TR (EIN 47-6789331)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-26
- IRS object ID
- 202641779349100609
- Schema version
- 2025v4.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-26T09:49:25-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541130194 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWLES AFFILIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 W Franklin Street | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23220 | 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 | 476789331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mraz Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRAZ | BusinessNameControlTxt |
| Phone | 8047800236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Churchill G Bowles | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Churchill G Bowles | PreparerPersonNm |
| PTIN | P02016302 | PTIN |
| Phone | 8047800236 | PhoneNum |
| 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 | $7,557,280 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $169,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $169,186 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $169,186 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $547,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,383,640 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $547,629 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $716,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $716,815 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $169,186 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $111,142 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,142 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,713 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $16,713 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,607 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,757 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,850 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,655 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $223,217 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $204,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $204,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $427,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $311,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $289,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $605,058 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $169,186 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $270,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $521,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $521,239 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,794,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,826,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,036,041 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,064,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,347,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,557,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,064,456 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,347,907 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,064,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,347,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,064,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,347,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,064,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $289,098 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,353,554 | SubtotalAmt |
| Other Decreases | $5,647 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,347,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Blackrock Health Sciences Tr | P | 2023-12-01 | 2025-12-31 | $8,843 | $8,843 | $8,843 | |
| BLACKROCK UTILITIES INFRASTRUCTURE & POW | P | 2023-12-01 | 2025-12-31 | $4,735 | $4,735 | $4,735 | |
| COHEN & STEERS INFRASTRUCTURE FUND | P | 2023-12-01 | 2025-12-31 | $2,853 | $2,853 | $2,853 | |
| DNP SELECT INCOME FD INC | P | 2023-12-01 | 2025-12-31 | $2,692 | $2,692 | $2,692 | |
| EATON VANCE ENHANCED EQUITY INC FD | P | 2023-12-01 | 2025-12-31 | $6,602 | $6,602 | $6,602 | |
| 3491 SHS RTS COHEN & STEERS INFRAS FD RIGHTS | P | 2025-09-24 | 2025-10-28 | ||||
| 670 SHS APPLE INC | P | 2015-07-18 | 2025-01-16 | $153,388 | $131,546 | $131,546 | $21,842 |
| 600 SHS APPLE INC | P | 2015-07-18 | 2025-02-25 | $147,152 | $127,592 | $127,592 | $19,560 |
| 500 SHS APPLE INC | P | 2015-07-18 | 2025-03-13 | $104,425 | $88,125 | $88,125 | $16,300 |
| 500 SHS APPLE INC | P | 2015-07-18 | 2025-04-04 | $95,497 | $79,197 | $79,197 | $16,300 |
| 400 SHS CHEVRON CORP | P | 2015-07-18 | 2025-09-03 | $63,202 | $25,865 | $25,865 | $37,337 |
| 7000 SHS DNP SELECT INCOME FD INC | P | 2017-06-27 | 2025-11-12 | $71,192 | $1,802 | $1,802 | $69,390 |
| 2068 SHS DOMINION ENERGY INC | P | 2015-07-18 | 2025-12-23 | $118,816 | -$25,029 | -$25,029 | $143,845 |
| 1900 SHS ISHARES TR PFD AND INC SECURITIES ETF | P | 2016-10-26 | 2025-12-31 | $58,921 | -$15,897 | -$15,897 | $74,818 |
| 1100 SHS ISHARES TR PFD AND INC SECURITIES ETF | P | 2015-07-18 | 2025-12-31 | $34,112 | -$9,331 | -$9,331 | $43,443 |
| 700 SHS SELECT SECTOR SPDR TR STATE ST | P | 2021-04-28 | 2025-04-04 | $31,237 | $6,105 | $6,105 | $25,132 |
| 1200 SHS SHELL PLC AM DEP SHS | P | 2016-12-15 | 2025-07-07 | $84,048 | $15,408 | $15,408 | $68,640 |
| 500 SHS SHELL PLC AM DEP SHS | P | 2017-02-02 | 2025-09-03 | $36,413 | $7,593 | $7,593 | $28,820 |
| 500 SHS SPDR SER TR STATE ST BLOOMBERG | P | 2016-09-06 | 2025-04-04 | $36,487 | $13,412 | $13,412 | $23,075 |
| 600 SHS SPDR SER TR STATE ST BLOOMBERG | P | 2017-02-02 | 2025-04-04 | $43,785 | $15,412 | $15,412 | $28,373 |
| 1700 SHS SPDR SER TR STATE ST BLOOMBERG | P | 2016-10-26 | 2025-04-04 | $124,057 | $45,808 | $45,808 | $78,249 |
| 2420 SHS TRUIST FIN CORP | P | 2015-07-18 | 2025-04-04 | $85,327 | -$13,931 | -$13,931 | $99,258 |
| 325 SHS VANGUARD SECTORINDFDS CONS STAP | P | 2015-07-09 | 2025-09-23 | $69,856 | $28,227 | $28,227 | $41,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $547,629 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,410 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,410 | SubtotalAmt |
| Tax Based On Investment Income | $8,410 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,731 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,731 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,679 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | Churchill G Bowles | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8047800236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Churchill G Bowles | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $111,142 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,753,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $487,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,241,089 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,241,089 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,132,473 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $356,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $356,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,410 | TotalTaxAmt |
| Distributable Before Adj | $348,214 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $348,214 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $348,214 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $311,305 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $311,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,214 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $191,448 | UndistributedIncomePYAmt |
| Qualifying Distributions | $311,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $191,448 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,857 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $228,357 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Mraz Charitable Trust | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8047800236 | RecipientPhoneNum |
| Recipient Email Address | churchillbowles@yahoo.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Written request of need and grant agreement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Annually by end of June | SubmissionDeadlinesTxt |
| Restrictions On Awards | Generally, none. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTS | |||||||
| 1518 Willow Lawn Drive | Richmond | VA | 23230 | N/A | PC | Public supported charity | $3,000 |
| Alzheimers Association | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | N/A | PC | Alzheimer's research | $2,500 |
| American Heart Association | |||||||
| P O Box 22249 | St Petersburg | FL | 33742 | N/A | PC | Research on heart problems | $3,000 |
| Bon Air Baptist Church | |||||||
| 2531 Buford Road | North Chestefield | VA | 23235 | N/A | PC | Church support | $3,000 |
| Caritas | |||||||
| 2220 STOCKTON STREET | Richmond | VA | 23224 | N/A | PC | Support for the homeless | $5,000 |
| Leukemia Lymphoma Society | |||||||
| PO BOX 22470 | NEW YORK | NY | 10087 | N/A | PC | Leukemia and Lymphoma research | $3,000 |
| American Cancer Society | |||||||
| P O Box 4110 | GLEN ALLEN | VA | 23058 | N/A | PC | Cancer Research | $5,000 |
| Richmond Animal League | |||||||
| 11401 International Drive | North Chesterfield | VA | 23236 | N/A | PC | Animal rescue | $3,000 |
| Richmond SPCA | |||||||
| 2519 Hermitage Road | Richmond | VA | 23220 | N/A | PC | Animal rescue | $5,000 |
| Virginia Home | |||||||
| 1101 Hampton Street | Richmond | VA | 23220 | N/A | PC | Home for disabled | $2,500 |
| Virginia War Memorial Inc | |||||||
| 621 South Belvidere Street | Richmond | VA | 23220 | N/A | PC | Veteran activities | $10,000 |
| Friends of Hollywood Cemetery | |||||||
| 412 South Cherry Street | Richmond | VA | 23220 | N/A | PC | Cemetery endowment | $5,000 |
| George Marshall Foundation | |||||||
| P O Box 1600 | Lexington | VA | 24450 | N/A | PC | Military history research/study | $10,000 |
| Boy Scouts of America | |||||||
| 8090 VILLA PARK DRIVE | HENRICO | VA | 23228 | N/A | PC | Youth scouting programs | $5,000 |
| Hillsdale College | |||||||
| 33 East College Street | Hillsdale | MI | 49242 | N/A | PC | Educational | $5,000 |
| Jewish Family Services | |||||||
| 6718 Patterson Avenue | Richmond | VA | 23226 | N/A | PC | Community family assistance | $5,000 |
| The Bolling Haxall House Fdn | |||||||
| 211 East Franklin Street | Richmond | VA | 23219 | N/A | PC | Preservation of historic landmarks | $3,000 |
| The First Tee of Greater Richmond | |||||||
| 100 EVERETT ST | Richmond | VA | 23224 | N/A | PC | Indigent youth sports | $5,000 |
| United Service Organizations Inc | |||||||
| PO Box 96860 | Washington | DC | 20077 | N/A | PC | Veteran support | $5,000 |
| VMI Foundation | |||||||
| P O Box 932 | Lexington | VA | 24450 | N/A | PC | Education scholarships | $20,000 |
| Garden Club of Virginia | |||||||
| 12 East Franklin Street | Richmond | VA | 23219 | N/A | PC | Statewide landscape preservation | $5,000 |
| Feedmore | |||||||
| 1601 RHOADMILLER STREET | Richmond | VA | 23220 | N/A | PC | Feed needy City families. | $5,000 |
| Goochland County Historical Society | |||||||
| 2675 River Road W | Goochland | VA | 23063 | N/A | PC | History study and preservation | $2,000 |
| St Catherine's School Foundation | |||||||
| 6001 Grove Avenue | Richmond | VA | 23226 | N/A | PC | Education support | $7,000 |
| St Christopher's School Fdn | |||||||
| 711 St Christophers Road | Richmond | VA | 23226 | N/A | PC | Education support | $7,000 |
| The Valentine Museum | |||||||
| 1015 East Clay Street | Richmond | VA | 23219 | N/A | PC | City history study and preservation | $5,000 |
| Reserve Officers Association | |||||||
| 1 Constitution Avenue NE | Washington | DC | 20002 | PC | Military Education | $5,000 | |
| ALS Association | |||||||
| P O Box 37022 | Boone | IA | 50037 | N/A | PC | To educate indiviuals with ALS | $5,000 |
| St John's Church | |||||||
| 2319 East Broad Street | Richmond | VA | 23223 | N/A | PC | Religion | $3,000 |
| Sweet Briar College | |||||||
| P O Box 1057 | Sweet Briar | VA | 24595 | N/A | PC | Educational facility | $3,000 |
| US Army War College Foundation | |||||||
| 651 Wright Ave | Carlisle | PA | 17013 | N/A | PC | Educational | $7,500 |
| The Woman's Club Foundation | |||||||
| 211 East Franklin Street | Richmond | VA | 23219 | N/A | PC | Cultural education for women | $5,000 |
| American Stroke Association | |||||||
| P O Box 840692 | Dallas | TX | 75284 | N/A | PC | Medical research | $2,000 |
| Bon Secours RIchmond Health Care Fd | |||||||
| 5008 Monument Avenue 2nd Floor | Richmond | VA | 23230 | N/A | PC | Medical research | $2,000 |
| Maymont Foundation Richmond | |||||||
| 1000 Westover Road | Richmond | VA | 23220 | N/A | PC | Parks and recreation | $5,000 |
| Wilton House Museum Fund | |||||||
| 215 South Wilton Road | Richmond | VA | 23226 | N/A | PC | Scholarship funding | $3,000 |
| University of Georgia Foundation | |||||||
| 1 Press Place Suite 101 | Athens | GA | 30601 | N/A | PC | Education Endowment | $5,000 |
| Tech for Troops | |||||||
| 4840 Waller Road | Richmond | VA | 23230 | N/A | PC | Technology equipment for our troops | $5,000 |
| Virginia Early Childhood Foundation | |||||||
| 1703 N Parham Road Suite 110 | Richmond | VA | 23229 | N/A | PC | Early Education preparation | $5,000 |
| Virginia Tech Foundation Inc | |||||||
| 902 Prices Fork Road | Blacksburg | VA | 24061 | N/A | PC | Education | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $204,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $169,186 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $547,629 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $716,815 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $716,815 | TotalIncomeProducingActyAmt |
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 | Audit fees | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOWLES AFFILIATES | $7,400 | $0 | $0 | $7,400 |
| MCGUIRE WOODS | $9,313 | $0 | $0 | $9,313 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis adjustment | Desc |
| Amt | $5,647 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Honorarium Betty Stanley | Desc |
| Revenue And Expenses Per Books | $2,500 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Mgmt Fees | $81,757 | $81,757 | $0 | $0 |
| Tax Preparation | $4,850 | $0 | $0 | $4,850 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $4,655 | Amt |