ROBERT H SPILMAN AND JANE BASSETT SPILMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H SPILMAN AND JANE BASSETT SPILMAN FOUNDATION (EIN 51-2147293)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202211339349102631
- 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
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T11:57:35-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-12 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A DENISON JR CPA | PreparerPersonNm |
| PTIN | P00837796 | PTIN |
| Phone | 8043231313 | PhoneNum |
| Preparation | 2022-05-13 | 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 | $1,045,733 | 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 | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,774 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,774 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,572 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $408 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $408 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $82,823 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,823 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,462 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $488 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,914 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,892 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $181 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $181 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,115 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,156 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $74,960 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $134,962 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $134,971 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $347,401 | CorporateStockBOYAmt |
| Corporate Stock EOY | $332,111 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $898,606 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $445,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $479,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,045,733 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $527 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,502 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $527 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,502 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $444,949 | CapitalStockBOYAmt |
| Retained Earning EOY | $476,727 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $444,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $476,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $445,476 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $479,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $444,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,778 | ExcessRevenueOverExpensesAmt |
| Subtotal | $476,727 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $476,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $846 | $846 | $846 | |||
| JOHNSON & JOHNSON - 6 SH | P | $1,025 | $620 | $620 | 2008-10-01 | 2021-12-15 | $405 |
| ST COVERED | P | $12,202 | $469 | $469 | $11,733 | ||
| L3HARRIS TECH INC - 4 SH | P | $851 | $561 | $561 | 2008-10-01 | 2021-12-15 | $290 |
| LT COVERED | P | $52,302 | $15,535 | $15,535 | $36,767 | ||
| LOWES COS INC - 7 SH | P | $1,784 | $1,642 | $1,642 | 2008-10-06 | 2021-12-15 | $142 |
| ABBOTT LABS - 6 SH | P | $805 | $644 | $644 | 2008-10-06 | 2021-12-15 | $161 |
| MICROSOFT CORP - 63 SH | P | $15,585 | $13,908 | $13,908 | $1,677 | ||
| ALPHABET INC CAP STK CL C - 1 SH | P | $4,616 | $4,202 | $4,202 | 2008-10-01 | $414 | |
| MICROCHIP TECH INC - 12 SH | P | $1,013 | $880 | $880 | 2010-01-26 | 2021-12-15 | $133 |
| ALPHABET INC CAP STK CL A - 2 SH | P | $4,593 | $4,180 | $4,180 | 2008-10-01 | $413 | |
| PEPSICO INC - 6 SH | P | $1,021 | $591 | $591 | 2008-10-01 | 2021-12-15 | $430 |
| AMERICAN TOWER CORP NEW REIT-3 SH | P | $823 | $694 | $694 | 2010-01-26 | 2021-12-15 | $129 |
| PROCTOR & GAMBLE - 62 SH | P | $8,889 | $4,478 | $4,478 | $4,411 | ||
| AUTOMATIC DATA PROC INC - 5 SH | P | $1,152 | $982 | $982 | 2008-10-06 | 2021-12-15 | $170 |
| REALTY INCOME CORP REIT - 34 SH | P | $2,362 | $1,802 | $1,802 | $560 | ||
| AUTOZONE INC - 6 SH | P | $8,135 | $7,396 | $7,396 | 2008-10-01 | $739 | |
| 3M CO - 3 SH | P | $524 | $321 | $321 | 2008-10-01 | 2021-12-15 | $203 |
| BECTON DICKINSON & CO - 3 SH | P | $745 | $505 | $505 | 2008-10-01 | 2021-12-15 | $240 |
| ISHARES GOLD TR ISHARES | P | $13 | $13 | $13 | |||
| BERKSHIRE HATHAWAY INC - 11 SH | P | $2,550 | $1,564 | $1,564 | 2008-10-01 | 2021-01-06 | $986 |
| ISHARES GOLD TRUST EFT | P | $19 | $19 | $19 | |||
| BLACKROCK INC - 1 SH | P | $902 | $752 | $752 | 2010-08-12 | 2021-12-15 | $150 |
| BROWN FORMAN CORP - 52 SH | P | $3,967 | $3,170 | $3,170 | 2008-10-01 | $797 | |
| COSTCO WHSL CORP - 8 SH | P | $3,524 | $3,008 | $3,008 | 2008-10-01 | $516 | |
| EXPEDITORS INTL WASH INC - 8 SH | P | $1,075 | $790 | $790 | 2008-10-01 | 2021-12-15 | $285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,572 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $469 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,060 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,060 | SubtotalAmt |
| Tax Based On Investment Income | $1,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $175 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $175 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $887 | TaxDueAmt |
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 GRREN 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 FARM 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 | $965,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $976,581 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $976,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $961,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,060 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,060 | TotalTaxAmt |
| Distributable Before Adj | $47,037 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,037 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,037 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,513 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,513 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,037 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,926 | UndistributedIncomePYAmt |
| Qualifying Distributions | $44,513 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,926 | AppliedToYear1Amt |
| Applied To Current Year | $7,587 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $39,450 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 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 | $2,500 |
| ST MARY'S EPISCOPAL CHURCH | ||||||
| 12291 RIVER ROAD | RICHMOND | VA | 23238 | NONE | CHARITABLE GRANTS | $2,000 |
| VCU MASSEY CANCER CENTER | ||||||
| PO BOX 843042 | RICHMOND | VA | 23284 | NONE | CHARITABLE GRANTS | $1,000 |
| 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 | $4,500 |
| HABITAT FOR HUMANITY | ||||||
| PO BOX 1016 | GOOCHLAND | VA | 23063 | NONE | CHARITABLE GRANTS | $2,000 |
| DRHPC CROSS COUNTY FUND | ||||||
| 1200 YELLOW GATE LANE | MANAKINSABOT | VA | 23103 | NONE | CHARITABLE GRANTS | $2,000 |
| THE ELI BANANA FUND | ||||||
| PO BOX 400314 | CHARLOTTESVILLE | VA | 22907 | NONE | CHARITABLE GRANTS | $5,000 |
| ST JAMES EPISCOPAL | ||||||
| 1205 W FRANKLIN STREET | RICHMOND | VA | 23220 | NONE | CHARITABLE GRANTS | $5,000 |
| 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 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,774 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $408 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $82,823 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,823 | 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 | $1,950 | Amt |
| Net Investment Income | $1,462 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $488 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - COMMON STOCK | $268,018 | $827,478 |
| MUTUAL FUNDS - OPENED ENDED FUNDS | $64,093 | $71,128 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $134,962 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $134,971 | USGovtObligationsEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $408 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $408 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY BASIS ADJUSTMENT | $477 | $477 |
| DUE TO OFFICERS | $50 | $2,025 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $4,857 | $4,857 | |
| SCC FEES | $25 | $25 | |
| OTHER EXPENSES | $32 | $35 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $181 | Amt |
| Net Investment Income | $181 | NetInvestmentIncomeAmt |