THE MICHAEL V AND PATRICIA G PRENTI SS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MICHAEL V AND PATRICIA G PRENTI SS FOUNDATION (EIN 75-2255757)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202401319349102310
- Schema version
- 2023v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T14:50:39-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822968572 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L&H CPAS AND ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 N CENTRAL EXPY STE 710 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752255757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRENTISS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PREN | BusinessNameControlTxt |
| Phone | 2143613933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7046 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752097046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL V PRENTISS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2143613933 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL V | PersonFirstNm |
| Person Last | PRENTISS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VALERIE DUTCHER CPA | PreparerPersonNm |
| PTIN | P01315223 | PTIN |
| Phone | 9724211099 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $847,024 | 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 |
| Interest On Sav Rev And Expnss | $2,032 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,032 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,032 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,787 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,787 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,787 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,338 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,097 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $41,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,821 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,821 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,821 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,821 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $196,626 | CashBOYAmt |
| Cash EOY | $60,393 | CashEOYAmt |
| Cash EOYFMV | $60,393 | CashEOYFMVAmt |
| Corporate Stock BOY | $351,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $332,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $786,631 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $547,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $392,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $847,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $547,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $392,845 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $547,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $392,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $547,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $392,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $547,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,991 | ExcessRevenueOverExpensesAmt |
| Subtotal | $392,845 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $392,845 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $137 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $137 | SubtotalAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $256 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $256 | TotalPaymentsAndCreditsAmt |
| Overpayment | $119 | OverpaymentAmt |
| Applied To ES Tax | $119 | 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 | TX | 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 |
| Individual With Books | MICHAEL V PRENTISS | IndividualWithBooksNm |
| Phone | 2149990660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7046 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752097046 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL V PRENTISS | ||||||||
| PO BOX 7046 | DALLAS | TX | 752097046 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| DENNIS DUBOIS | ||||||||
| PO BOX 7046 | DALLAS | TX | 752097046 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PRENTISS FAMILY FOUNDATION'S PRINCIPAL CHARITABLE ACTIVITY IS PROVIDING SUPPORT FOR VARIOUS CHARITABLE, CIVIC AND EDUCATIONAL ORGANIZATIONS. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $745,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $167,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $913,116 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $913,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $899,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $137 | TotalTaxAmt |
| Distributable Before Adj | $44,834 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,834 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,834 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $194,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,834 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $98,400 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,250 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,728 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $196,032 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $403,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $44,834 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $149,666 | RemainingDistriFromCorpusAmt |
| Total Corpus | $553,619 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $98,400 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $455,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,250 | ExcessFromYear4Amt |
| Excess From Year3 | $37,728 | ExcessFromYear3Amt |
| Excess From Year2 | $7,543 | ExcessFromYear2Amt |
| Excess From Year1 | $196,032 | ExcessFromYear1Amt |
| Excess From Current Year | $149,666 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL V PRENTISS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BARNSTABLE CLEAN WATER COALITION | |||||||
| PO BOX 215 | OSTERVILLE | MA | 02655 | NONE | CHARITABLE | $1,000 | |
| BAYLOR SCOTT & WHITE FOUNDATION | |||||||
| 3600 GASTON AVE STE 100 | DALLAS | TX | 75246 | NONE | CHARITABLE | $5,000 | |
| BICYCLE MISSION TO THE WORLD | |||||||
| 6225 STERLING DR | SUWANEE | GA | 30024 | NONE | CHARITABLE | $2,000 | |
| BLUE RIDGE AREA FOOD BANK | |||||||
| 1207 HARRIS STREET | CHARLOTTESVILLE | VA | 22903 | NONE | CHARITABLE | $5,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL VA | |||||||
| 1000 CHERRY AVE | CHARLOTTESVILLE | VA | 22903 | NONE | CHARITABLE | $10,000 | |
| CAMP SWEENEY | |||||||
| PO BOX 918 | GAINSVILLE | TX | 76241 | NONE | CHARITABLE | $10,000 | |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | NONE | CHARITABLE | $25,000 | |
| CHILDREN'S NATIONAL HOSPITAL | |||||||
| 801 ROEDER RD SUITE 650 | SILVER SPRING | MD | 20910 | NONE | CHARITABLE | $20,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST FL 16 | NEW YORK | NY | 10006 | NONE | CHARITABLE | $2,750 | |
| HARVARD BUSINESS SCHOOL FUND | |||||||
| TEELE HALL SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | CHARITABLE | $3,000 | |
| HOCKADAY SCHOOL | |||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | CHARITABLE | $6,000 | |
| INTERNATIONAL NEIGHBORS | |||||||
| 224-A 9TH STREET SW | CHARLOTTESVILLE | VA | 22903 | NONE | CHARITABLE | $4,000 | |
| LILABEAN FOUNDATION | |||||||
| 105 ROCKDALE DR | SILVER SPRING | MD | 20901 | NONE | CHARITABLE | $10,000 | |
| MEALS ON WHEELS OF CHARLOTTESVILLE | |||||||
| 701 ROSE HILL DRIVE | CHARLOTTESVILLE | VA | 22903 | NONE | CHARITABLE | $5,000 | |
| NAMI CAPE COD | |||||||
| 5 MARK LN | HYANNIS | MA | 02601 | NONE | CHARITABLE | $2,500 | |
| NORTHERN TEXAS PGA JUNIOR GOLF FOUN | |||||||
| 17950 PRESTON RD STE 340 | DALLAS | TX | 75252 | NONE | CHARITABLE | $250 | |
| OYSTER HARBORS CLUB | |||||||
| 2067 OYSTER HARBORS | OSTERVILLE | MA | 02655 | NONE | CHARITABLE | $3,000 | |
| PIEDMONT ENVIRONMENTAL COUNCIL | |||||||
| PO BOX 460 | WARRENTON | VA | 20188 | NONE | CHARITABLE | $5,000 | |
| REDWOOD LIBRARY & ATHENAEUM | |||||||
| 50 BELLEVUE AVE | NEWPORT | RI | 02840 | NONE | CHARITABLE | $2,500 | |
| SEAL LEGACY FOUNDATION | |||||||
| 2110 BOCA RATON DR | AUSTIN | TX | 78747 | NONE | CHARITABLE | $8,000 | BLDG B STE 102 |
| SHEPHERD INN TRANSITIONAL HOUSING | |||||||
| 4121 JUNIUS STREET | DALLAS | TX | 75246 | NONE | CHARITABLE | $5,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 1315 K STREET NW | WASHINGTON | DC | 20005 | NONE | CHARITABLE | $2,500 | |
| ST MARK'S FUND | |||||||
| 10600 PRESTON ROAD | DALLAS | TX | 75230 | NONE | CHARITABLE | $12,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITABLE | $5,000 | |
| THE DALLAS FOUNDATION | |||||||
| 3963 MAPLE AVE STE 390 | DALLAS | TX | 75219 | NONE | CHARITABLE | $1,000 | |
| THE HOLTON-ARMS SCHOOL | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | CHARITABLE | $10,000 | |
| UNIVERSITY OF VIRGINIA | |||||||
| 400 EMMET ST SOUTH | CHARLOTTESVILLE | VA | 22904 | NONE | CHARITABLE | $2,500 | |
| VIRGINIA DISCOVERY MUSEUM | |||||||
| PO BOX 1128 | CHARLOTTESVILLE | VA | 22902 | NONE | CHARITABLE | $15,000 | |
| WESTERN ALBEMARLE RESCUE SQUAD | |||||||
| PO BOX 188 | CROZET | VA | 22932 | NONE | CHARITABLE | $1,000 | |
| WILDROCK | |||||||
| 6600 BLACKWELLS HOLLOW RD | CROZET | VA | 22932 | NONE | CHARITABLE | $5,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,032 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,787 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,338 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,159 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,159 | 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) |
|---|---|---|
| Amt | $1,650 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ALPHABET INC NON VOTING | AssetDesc |
| Acquired | 2008-12 | AcquiredDt |
| How Acquired | DONATION | HowAcquiredTxt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $50,097 | GrossSalesPriceAmt |
| Basis | $18,759 | BasisAmt |
| Total Net | $31,338 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND - 740 SHRS | $102,697 | $259,673 |
| ALPHABET INC VOTING STOCK-1,540 | $77,793 | $215,123 |
| ALPHABET INC NON VOTING STOCK-842 | $41,785 | $118,663 |
| STARBUCKS - 19 SHRS | $1,040 | $1,824 |
| STARBUCKS - 1,993 SHRS | $109,137 | $191,348 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2 | AdjustedNetIncomeAmt |