ROBERT H SPILMAN AND JANE BASSETT SPILMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H SPILMAN AND JANE BASSETT SPILMAN FOUNDATION (EIN 51-2147293)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-27
- IRS object ID
- 202312709349101006
- Schema version
- 2022v5.0
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-27T14:49:23-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541320089 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAMS JENKINS & CHEATHAM | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 WYLDEROSE DR | AddressLine1Txt |
| City | MIDLOTHIAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 512147293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H & JANE BASSETT | BusinessNameLine1Txt |
| Business Name Line2 | SPILMAN FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 3365747500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GREEN VALLEY ROAD SUITE 300 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE B SPILMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3365747500 | PhoneNum |
| Signature | 2023-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE B | PersonFirstNm |
| Person Last | SPILMAN | 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 | MICHELLE T VAUGHAN CPA | PreparerPersonNm |
| PTIN | P01340220 | PTIN |
| Phone | 8043231313 | PhoneNum |
| Preparation | 2023-09-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $892,029 | 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 | $516 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $516 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,875 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,875 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,601 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $188 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $62 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,613 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $537 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,831 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,605 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,226 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $143 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $141 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,825 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $134,962 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $140,486 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $140,823 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $332,111 | CorporateStockBOYAmt |
| Corporate Stock EOY | $340,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $743,381 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $479,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $489,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $892,029 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,502 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,050 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,050 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $476,727 | RetainedEarningBOYAmt |
| Retained Earning EOY | $487,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $476,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $487,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $479,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $489,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $476,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,099 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,185 | OtherIncreasesAmt |
| Subtotal | $487,011 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $487,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (71 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BALL CORP-10 SHS | P | 2022-08-11 | 2022-12-06 | $544 | $579 | -$35 | -$35 |
| KOONTOOR BRANDS INC-11 SHS | P | 2019-06-12 | 2022-12-06 | $470 | $303 | $167 | $167 |
| CHECK POINT SOFTWARE TECH LTD- 6 SHS | P | 2015-11-13 | 2022-12-06 | $790 | $489 | $301 | $301 |
| BROWN FORMAN CORP CL B-11 SH | P | 2008-10-01 | 2022-12-06 | $808 | $169 | $639 | $639 |
| PEPSICO INC-11 SHS | P | 2008-10-01 | 2022-05-17 | $1,918 | $789 | $1,129 | $1,129 |
| BROOKFIELD ASSET MAN LTD CL A- | P | 2022-12-12 | 2022-12-12 | $16 | $16 | $16 | |
| MARATHON PETE CORP-25 SHS | P | 2020-05-06 | 2022-08-11 | $2,403 | $744 | $1,659 | $1,659 |
| ABBOTT LABS-5 SHS | P | 2008-10-06 | 2022-12-06 | $517 | $134 | $383 | $383 |
| COSTCO WHSL CORP-3 SHS | P | 2008-10-01 | 2022-12-06 | $1,437 | $194 | $1,243 | $1,243 |
| PEPSICO INC-5 SHS | P | 2008-10-01 | 2022-12-06 | $907 | $358 | $549 | $549 |
| EMBECTA CORP COM | P | 2022-04-01 | 2022-04-01 | $19 | $19 | $19 | |
| MARATHON PETE CORP-16 SHS | P | 2020-05-06 | 2022-12-06 | $1,740 | $476 | $1,264 | $1,264 |
| ALPHABET INC CAP STK CL C-7 SHS | P | 2008-10-01 | 2022-12-06 | $682 | $72 | $610 | $610 |
| COSTCO WHSL CORP NEW-6 SHS | P | 2008-10-01 | 2022-12-15 | $2,809 | $387 | $2,422 | $2,422 |
| PROCTER AND GAMBLE-15 SHS | P | 2008-10-01 | 2022-04-25 | $2,417 | $1,067 | $1,350 | $1,350 |
| PINTEREST INC CL A-103 SHS | P | 2021-11-03 | 2022-08-11 | $2,431 | $4,618 | -$2,187 | -$2,187 |
| MARTIN MARIETTA MATLS INC-2 SHS | P | 2017-12-21 | 2022-12-06 | $696 | $413 | $283 | $283 |
| ALPHABET INC CAP STK CL A-1 SH | P | 2008-10-01 | 2022-04-25 | $2,433 | $206 | $2,227 | $2,227 |
| EMBECTA CORP COM-5 SHS | P | 2008-10-01 | 2022-05-12 | $142 | $52 | $90 | $90 |
| PROCTER AND GAMBLE-6 SHS | P | 2008-10-01 | 2022-12-06 | $894 | $427 | $467 | $467 |
| PINTEREST INC CL A-232 SHS | P | 2021-11-03 | 2022-10-12 | $5,152 | $10,402 | -$5,250 | -$5,250 |
| TJX COS INC NEW-39 SHS | P | 2019-02-28 | 2022-04-25 | $2,456 | $2,010 | $446 | $446 |
| ALPHABET INC CAP STK CL A-6 SHS | P | 2008-10-01 | 2022-12-06 | $582 | $62 | $520 | $520 |
| EMBECTA CORP COM-6 SHS | P | 2009-11-06 | 2022-05-12 | $171 | $49 | $122 | $122 |
| REALTY INCOME CORP REIT-8 SHS | P | 2008-11-06 | 2022-12-06 | $500 | $101 | $399 | $399 |
| BROOKFIELD ASSET MGMT INC CL A-48 SH | P | 2013-04-19 | 2022-04-25 | $2,463 | $781 | $1,682 | $1,682 |
| TJX COS INC NEW-43 SHS | P | 2019-02-28 | 2022-05-17 | $2,369 | $2,216 | $153 | $153 |
| AMERICAN TOWER CORP NEW REIT-10 SHS | P | 2010-01-26 | 2022-04-25 | $2,564 | $428 | $2,136 | $2,136 |
| EXPEDITORS INTL WASH INC-21 SHS | P | 2008-10-01 | 2022-05-17 | $2,395 | $747 | $1,648 | $1,648 |
| 3M CO-6 SHS | P | 2008-10-01 | 2022-05-17 | $910 | $407 | $503 | $503 |
| BROOKFIELD ASSET MGMT INC CL A-13 SH | P | 2013-04-19 | 2022-12-06 | $568 | $212 | $356 | $356 |
| TJX COS INC NEW-6 SHS | P | 2019-02-28 | 2022-12-06 | $476 | $309 | $167 | $167 |
| AMERICAN TOWER CORP NEW REIT-3 SHS | P | 2010-01-26 | 2022-12-06 | $639 | $129 | $510 | $510 |
| EXPEDITORS INTL WASH INC-7 SHS | P | 2008-10-01 | 2022-12-06 | $767 | $249 | $518 | $518 |
| 3M CO-16 SHS | P | 2008-10-01 | 2022-08-11 | $2,415 | $1,085 | $1,330 | $1,330 |
| CASEYS GEN STORES INC-2 SHS | P | 2021-09-09 | 2022-12-06 | $458 | $392 | $66 | $66 |
| TAIWAN SEMICONDUCTOR MFG LTD-13 SHS | P | 2018-05-01 | 2022-12-06 | $1,035 | $503 | $532 | $532 |
| AUTOMATIC DATA PROCESSING INC-4 SHS | P | 2008-10-06 | 2022-05-17 | $854 | $136 | $718 | $718 |
| JOHNSON & JOHNSON-5 SHS | P | 2008-10-01 | 2022-12-06 | $882 | $337 | $545 | $545 |
| 3M CO-1 SHS | P | 2008-10-01 | 2022-12-06 | $124 | $68 | $56 | $56 |
| CLEVELAND-CLIFFS INC NEW-92 SHS | P | 2019-01-07 | 2022-04-25 | $2,518 | $765 | $1,753 | $1,753 |
| WATSCO INC-1 SH | P | 2021-08-12 | 2022-12-06 | $253 | $278 | -$25 | -$25 |
| AUTOMATIC DATA PROCESSING INC-4 SHS | P | 2008-10-06 | 2022-12-06 | $1,031 | $136 | $895 | $895 |
| L3HARRIS TECHNOLOGIES INC-10 SHS | P | 2008-10-01 | 2022-04-25 | $2,400 | $725 | $1,675 | $1,675 |
| 3M CO-31 SHS | P | 2008-10-01 | 2022-12-15 | $3,792 | $2,101 | $1,691 | $1,691 |
| CLEVELAND-CLIFFS INC NEW-53 SHS | P | 2019-01-07 | 2022-12-06 | $848 | $441 | $407 | $407 |
| WEYERHAEUSER CO MTN BE COM NEW-13 SH | P | 2015-11-13 | 2022-12-06 | $402 | $383 | $19 | $19 |
| AUTOZONE INC-1 SH | P | 2008-10-01 | 2022-04-25 | $2,162 | $123 | $2,039 | $2,039 |
| L3HARRIS TECHNOLOGIES INC-3 SHS | P | 2008-10-01 | 2022-12-06 | $657 | $218 | $439 | $439 |
| US TREASURY BILLS B/E DUE 8/10/23 | P | 2022-08-10 | 2022-12-06 | $9,700 | $9,688 | $12 | $12 |
| DOMINION ENERGY INC-8 SHS | P | 2017-02-02 | 2022-12-06 | $464 | $574 | -$110 | -$110 |
| ZOETIS INC CL A-14 SHS | P | 2013-07-12 | 2022-04-25 | $2,493 | $437 | $2,056 | $2,056 |
| AUTOZONE INC-1 SH | P | 2008-10-01 | 2022-12-06 | $2,443 | $123 | $2,320 | $2,320 |
| LOWES COS INC-6 SHS | P | 2008-10-06 | 2022-12-06 | $1,203 | $122 | $1,081 | $1,081 |
| CAPITAL GAIN DISTRIBUTIONS | P | $545 | $545 | $545 | |||
| DOMINION ENERGY INC-3 SHS | P | 2018-05-01 | 2022-12-06 | $174 | $198 | -$24 | -$24 |
| ZOETIS INC CL A-5 SHS | P | 2013-07-12 | 2022-12-06 | $765 | $156 | $609 | $609 |
| AUTOZONE INC-2 SHS | P | 2008-10-01 | 2022-12-15 | $4,713 | $246 | $4,467 | $4,467 |
| LOWES COS INC-2 SHS | P | 2008-10-06 | 2022-12-15 | $415 | $41 | $374 | $374 |
| GENERAL DYNAMICS CORP-3 SHS | P | 2020-10-28 | 2022-12-06 | $741 | $402 | $339 | $339 |
| LINDE PLC-8 SHS | P | 2018-10-31 | 2022-04-25 | $2,485 | $1,308 | $1,177 | $1,177 |
| BECTON DICKINSON & CO-2 SHS | P | 2008-10-01 | 2022-12-06 | $488 | $156 | $332 | $332 |
| MICROSOFT CORP-9 SHS | P | 2008-10-01 | 2022-05-17 | $2,386 | $240 | $2,146 | $2,146 |
| GILEAD SCIENCES INC-10 SHS | P | 2011-05-26 | 2022-12-06 | $874 | $205 | $669 | $669 |
| LINDE PLC-3 SHS | P | 2018-10-31 | 2022-12-06 | $991 | $490 | $501 | $501 |
| BERKSHIRE HATHAWAY INC DEL CL B-6 SH | P | 2008-10-01 | 2022-12-06 | $1,845 | $538 | $1,307 | $1,307 |
| MICROSOFT CORP-6 SHS | P | 2008-10-01 | 2022-12-06 | $1,469 | $160 | $1,309 | $1,309 |
| KOONTOOR BRANDS INC-56 SHS | P | 2019-06-12 | 2022-05-17 | $2,387 | $1,545 | $842 | $842 |
| MEDTRONIC PLC-5 SHS | P | 2015-01-27 | 2022-12-06 | $385 | $370 | $15 | $15 |
| BLACKROCK INC-1 SH | P | 2010-08-12 | 2022-12-06 | $707 | $150 | $557 | $557 |
| MICROSHIP TECHNOLOGY-11 SHS | P | 2010-01-26 | 2022-12-06 | $827 | $122 | $705 | $705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,875 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,880 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $805 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $805 | SubtotalAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $295 | OverpaymentAmt |
| Applied To ES Tax | $295 | 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 |
| Individual With Books | OPPENHEIMER CO | IndividualWithBooksNm |
| Phone | 3365747500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GREEN VALLEY ROAD SUITE 300 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JANE B SPILMAN | ||||||||
| 967 DOVER FARM ROAD | MANAKINSABOT | VA | 23103 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| VANCE H SPILMAN | ||||||||
| 5417 CARY STREET ROAD | RICHMOND | VA | 23226 | VICE-PRES. | 0.20 | $0 | $0 | $0 |
| VIRGINIA S PERRIN | ||||||||
| 955 DOVER ROAD | MANAKINSABOT | VA | 23103 | VICE-PRES. | 0.20 | $0 | $0 | $0 |
| ROBERT H SPILMAN JR | ||||||||
| 310 PLANTATION ROAD | MARTINSVILLE | VA | 24112 | VICE-PRES. | 0.20 | $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 |
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 | $942,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $956,693 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $956,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,350 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $942,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $805 | TotalTaxAmt |
| Distributable Before Adj | $46,312 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,312 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,312 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,825 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,450 | UndistributedIncomePYAmt |
| Qualifying Distributions | $47,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,450 | AppliedToYear1Amt |
| Applied To Current Year | $8,375 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $37,937 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GOOCHLAND CARES | ||||||
| 2999 RIVER ROAD W | GOOCHLAND | VA | 23063 | NONE | CHARITABLE GRANTS | $3,500 |
| ST MARY'S EPISCOPAL CHURCH | ||||||
| 12291 RIVER ROAD | RICHMOND | VA | 23238 | NONE | CHARITABLE GRANTS | $2,500 |
| MAYMONT FOUNDATION | ||||||
| 1000 WESTOVER FOUNDATION | RICHMOND | VA | 23220 | NONE | CHARITABLE GRANTS | $1,500 |
| JAMES RIVER ASSOCIATION | ||||||
| 211 ROCKETS WAY 200 | RICHMOND | VA | 23231 | NONE | CHARITABLE GRANTS | $1,500 |
| SHELTERING ARMS FOUNDATION | ||||||
| 140 EAST SHORE DRIVE | GLEN ALLEN | VA | 23059 | NONE | CHARITABLE GRANTS | $3,000 |
| ST JAMES EPISCOPAL | ||||||
| 1205 W FRANKLIN STREET | RICHMOND | VA | 23220 | NONE | CHARITABLE GRANTS | $4,000 |
| LINVILLE FOUNDATION INC | ||||||
| PO BOX 99 | LINVILLE | NC | 28646 | NONE | CHARITABLE GRANTS | $2,000 |
| CITY OF HOPE | ||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | CHARITABLE GRANTS | $10,000 |
| CHRIST EPISCOPAL CHURCH | ||||||
| 311 EAST CHURCH STREET | MARTINSVILLE | VA | 24112 | NONE | CHARITABLE GRANTS | $4,500 |
| MFHA HUNT STAFF BENEFIT & DEV | ||||||
| P O BOX 207 | MIDDLEBURG | VA | 20118 | NONE | CHARITABLE GRANTS | $2,000 |
| GOOCHLAND HABITAT FOR HUMANITY | ||||||
| P O BOX 1016 | GOOCHLAND | VA | 23063 | NONE | CHARITABLE GRANTS | $3,500 |
| THE UNIVERSITY OF THE SOUTH | ||||||
| 735 UNIVERSITY AVENUE | SEWANEE | TN | 37383 | NONE | CHARITABLE GRANTS | $3,000 |
| USSGA MEMORIAL FUND | ||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | CHARITABLE GRANTS | $2,500 |
| LINVILLE FOUNDATION SCHOLARSHIP FD | ||||||
| P O BOX 99 | LINVILLE | NC | 28646 | NONE | CHARITABLE GRANTS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $516 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,210 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,875 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,601 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,150 | Amt |
| Net Investment Income | $1,613 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $537 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - COMMON STOCK | $276,657 | $680,161 |
| MUTUAL FUNDS - OPENED ENDED FUNDS | $64,093 | $63,220 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $140,486 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $140,823 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $250 | LegalFeesAmt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $62 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADJUSTMENT-CONST RECEIPT | $141 | $141 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $2,185 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY BASIS ADJUSTMENT | $477 | |
| DUE TO OFFICERS | $2,025 | $2,050 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $4,806 | $3,605 | $1,201 |
| SCC FEES | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $143 | $143 |
| FEDERAL TAXES | $1,987 |