WILLIAM M CAMP FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M CAMP FOUNDATION (EIN 54-1821978)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202211329349102176
- Schema version
- 2021v4.0
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T11:40:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200221868 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES BROCK CORNWELL & PAINTER PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 536 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 238511722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541821978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M CAMP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7575627424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 557 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23851 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLIE S CAMP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7575627424 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHIRLIE | PersonFirstNm |
| Person Last | CAMP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A PEAK CPA | PreparerPersonNm |
| PTIN | P00334383 | PTIN |
| Phone | 7575698101 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,005,804 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,386 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,386 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,386 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $239,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,801 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $784 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $784 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $784 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $63,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,974 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $33,173 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,150 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $14,008 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,008 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $580 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,763 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,763 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,211 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,173 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,320 | CashBOYAmt |
| Cash EOY | $6,109 | CashEOYAmt |
| Cash EOYFMV | $6,109 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,413 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,413 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $934,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $897,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,987,282 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $964,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $915,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,005,804 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $125,063 | CapitalStockBOYAmt |
| Capital Stock EOY | $125,063 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $572,652 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $572,652 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $266,692 | RetainedEarningBOYAmt |
| Retained Earning EOY | $217,903 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $964,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $915,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $964,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $915,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $964,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,789 | ExcessRevenueOverExpensesAmt |
| Subtotal | $915,618 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $915,618 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 615 SH BHP GROUP LIMITED ADR | P | 2021-05-17 | 2021-12-08 | $35,456 | $48,412 | -$12,956 | -$12,956 |
| 225 SH SALESFORCE.COM INC | P | 2020-12-08 | 2021-05-17 | $48,229 | $51,231 | -$3,002 | -$3,002 |
| 250 SH VISA INC CL A | P | 2020-12-08 | 2021-12-08 | $52,147 | $53,139 | -$992 | -$992 |
| 388 SH AT&T INC | P | 2020-04-23 | 2021-12-08 | $8,975 | $11,507 | -$2,532 | -$2,532 |
| 200 SH NEXTERA ENERGY INC | P | 2014-08-08 | 2021-12-08 | $18,060 | $4,767 | $13,293 | $13,293 |
| 200 SH APPLE INC | P | 2010-05-20 | 2021-12-08 | $34,817 | $1,751 | $33,066 | $33,066 |
| 1112 SH AT&T INC | P | 2009-02-05 | 2021-12-08 | $25,722 | $37,033 | -$11,311 | -$11,311 |
| 50 SH MICROSOFT CORP | P | 2009-09-04 | 2021-12-08 | $16,553 | $1,318 | $15,235 | $15,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,801 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,950 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $601 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $601 | SubtotalAmt |
| Tax Based On Investment Income | $601 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,752 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,752 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,151 | OverpaymentAmt |
| Applied To ES Tax | $3,151 | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 7575627424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MAIN STREET | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23851 | 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 |
|---|---|---|---|---|---|---|---|---|
| SHIRLIE S CAMP | ||||||||
| 30330 HOLLY RUN DRIVE | CARRSVILLE | VA | 23315 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CARRIE LUANNE CAMP | ||||||||
| 2104 ROCK CASTLE RD | GOOCHLAND | VA | 230633616 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MILDRED M BRANCHE | ||||||||
| 32306 VICKSVILLE RD | FRANKLIN | VA | 23851 | TREASURER | 10.00 | $4,000 | $0 | $0 |
| F HOLLIS CAMP | ||||||||
| 415 N 1ST ST | CHARLOTTESVILLE | VA | 22902 | DIRECTOR | 5.00 | $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 |
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 | $1,889,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,368 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,898,165 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,898,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,785,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $601 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $601 | TotalTaxAmt |
| Distributable Before Adj | $88,669 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,669 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,669 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,669 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,863 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,441 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,168 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,711 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,058 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $67,241 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $88,669 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,331 | RemainingDistriFromCorpusAmt |
| Total Corpus | $68,572 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,863 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,709 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,441 | ExcessFromYear4Amt |
| Excess From Year3 | $15,168 | ExcessFromYear3Amt |
| Excess From Year2 | $14,711 | ExcessFromYear2Amt |
| Excess From Year1 | $5,058 | ExcessFromYear1Amt |
| Excess From Current Year | $1,331 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | LETTER FROM 501(C)(3) ORGANIZATION OUTLINING USES OF MONEY, PEOPLE AFFECTED, AND NUMBER OF YEARS FOR WHICH MONEY IS BEING SOLICITED. APPLICANT NEEDS TO INCLUDE DETERMINATION LETTER FROM IRS STATING IT IS A QUALIFIED CHARITABLE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ALBEMARLE SPCA | ||||||
| 3355 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | SHELTER/MEDICAL CARE FOR ANIMALS | $750 | |
| BUILDING GOODNESS FOUNDATION | ||||||
| 128 CARLTON ROAD | CHARLOTTESVILLE | VA | 22902 | BUILD, RESTORE, RENOVATE FOR FAMILIE | $1,000 | |
| CARRSVILLE VOLUNTEER FIRE DEPARTMEN | ||||||
| PO BOX 27 | CARRSVILLE | VA | 23315 | SUPPORTING FIRE DEPARTMENT | $2,000 | |
| CHARLESTON ANIMAL SOCIETY | ||||||
| 2455 REMOUNT ROAD | NORTH CHARLESTON | SC | 29406 | PREVENTION OF CRUELTY OF ANIMALS | $2,000 | |
| CHILDREN'S HOSPITAL OF KINGS DAUGHT | ||||||
| 601 CHILDRENS LANE | NORFOLK | VA | 23507 | MEDICAL CARE FOR CHILDREN | $2,000 | |
| DEE NORTON CHILD ADVOCACY CENTER | ||||||
| 1061 KING STREET | CHARLESTON | SC | 29403 | PROTECT CHILDREN FROM ABUSE | $3,000 | |
| DOGS DESERVE BETTER BLUE RIDGE | ||||||
| PO BOX 7961 | CHARLOTTESVILLE | VA | 22906 | TO IMPROVE LIFE OF DOGS OUTSIDE | $7,500 | |
| EAST COOPER COMMUNITY OUTREACH | ||||||
| 1145 SIX MILE ROAD | MT PLEASANT | SC | 29464 | FOOD, MEDICAL & FINANCIAL ASSISTANCE | $2,000 | |
| FORKIDS INC | ||||||
| 4200 COLLEY AVENUE | NORFOLK | VA | 23508 | HOMELESSNESS AND POVERTY SUPPORT | $1,000 | SUITE A |
| FRANKLIN BAPTIST CHURCH | ||||||
| 208 N HIGH STREET | FRANKLIN | VA | 23851 | SUPPORT - RELIGION | $2,000 | |
| FRANKLIN-SOUTHAMPTON AREA UNITED W | ||||||
| PO BOX 366 | FRANKLIN | VA | 23851 | SUPPORTING LOCAL CHARITIES | $2,000 | |
| GOOCHLAND CARES | ||||||
| 2999 RIVER ROAD WEST | GOOCHLAND | VA | 23063 | BASIC HUMAN SERVICES AND HEALTH CARE | $7,000 | |
| GOOCHLAND FAMILY YMCA | ||||||
| 1800 DICKINSON ROAD | GOOCHLAND | VA | 23063 | PUTTING CHRISTIAN PRINCIPLES INTO PR | $4,000 | |
| GRAZ'N ACRES THERAPEUTIC RIDING CEN | ||||||
| 14492 IVOR ROAD | SEDLEY | VA | 23878 | YOUTH THERAPEAUTIC RIDING PROGRAMS | $2,000 | |
| GREEN FOREST WORK | ||||||
| 730 ROSE STREET | LEXINGTON | KY | 40546 | RE-ESTABLISH HEALTHY FORESTS | $2,250 | |
| HATTERAS ISLAND WILDLIFE REHABILITA | ||||||
| PO BOX 216 | FRISCO | NC | 27936 | CARE AND TREATMENT OF ISLAND WILDLIF | $3,000 | |
| LOWCOUNTRY LAND TRUST | ||||||
| 635 RUTLEDGE AVENUE | CHARLESTON | SC | 29403 | PRESEVATION AND CONSERVATION | $5,000 | SUITE 107 |
| PORT HEALTH SERVICES | ||||||
| PO BOX 565 | NAGS HEAD | NC | 27959 | MEMORIAL GIFT | $3,000 | |
| ROCKFISH WILDLIFE SANCTUARY | ||||||
| PO BOX 3 | CHARLOTTESVILLE | VA | 22902 | SUPPORT INJURED WILDLIFE | $1,500 | |
| ROTARY CLUB OF FRANKLIN VA FOUND | ||||||
| 401 N COLLEGE DRIVE | FRANKLIN | VA | 23851 | LOCAL CHARITIES | $1,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||
| 201 WEST MAIN ST | CHARLOTTESVILLA | VA | 22902 | PROTECT THE SOUTH'S ENVIRONMENT | $2,000 | SUITE 14 |
| SPAY AND NEUTER TODAY | ||||||
| 515 S HESPERIDES DRIVE | NAGS HEAD | NC | 27959 | MOBILE VET CLINIC | $5,000 | |
| THE BOTANICAL GARDEN OF THE PIEDMON | ||||||
| PO BOX 6224 | CHARLOTTESVILLE | VA | 22906 | ASSIST WITH MISSION | $4,500 | |
| THE CHILDREN'S CENTER | ||||||
| 700 CAMPBELL AVENUE | FRANKLIN | VA | 23851 | EDUCATION | $2,000 | |
| THE HAVEN | ||||||
| 112 WEST MARKET STREET | CHARLOTTESVILLE | VA | 22902 | THE END HOMELESSNESS | $2,500 | |
| THE MURRAY BOWEN ARCHIVES PROJECT | ||||||
| 301 BELVOIR AVENUE | CHATTANOOGA | TN | 37411 | FUTURE OF MURRAY BOWENS LEGACY | $2,000 | |
| THE PARAMOUNT THEATRE OF CHARLOTTES | ||||||
| 215 E MAIN ST | CHARLOTTESVILLE | VA | 22902 | OPERATING HISTORIC THEATRE | $1,000 | |
| THE SALVATION ARMY | ||||||
| 400 BANK ST | SUFFOLK | VA | 23434 | SUPPORTING FAMILIES IN NEED | $2,000 | |
| UNIVERSITY OF VIRGINIA ENGINEERING | ||||||
| PO BOX 400256 | CHARLOTTESVILLE | VA | 22904 | EDUCATION | $4,000 | |
| VIRGINIA HORSE CENTER FOUNDATION | ||||||
| 487 MAURY RIVER ROAD | LEXINGTON | VA | 24450 | HOST EQUESTRIAN EVENTS | $7,000 | |
| WATER FOR PEOPLE | ||||||
| 100 E TENNESSEE AVENUE | DENVER | CO | 80209 | END GLOBAL WATER AND SANITATION CRIS | $2,000 | |
| WESTERN TIDEWATER FREE CLINIC | ||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | PROVIDE HEALTHCARE TO PTS IN NEED | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,386 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,801 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $784 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $30,801 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,974 | 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 | $6,150 | Amt |
| Net Investment Income | $6,150 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS - SEE ATTACH A | StockNm |
| EOY Book Value | $897,096 | EOYBookValueAmt |
| EOYFMV | $1,987,282 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS | $36 | $36 |
| INVESTMENT EXPENSES | $544 | $544 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $784 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $784 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $14,008 | Amt |
| Net Investment Income | $14,008 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| REGISTRATION FEE | $25 | $25 |
| FEDERAL ESTIMATED TAXES | $2,000 |