MRAZ CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MRAZ CHARITABLE TR (EIN 47-6789331)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-22
- IRS object ID
- 202240819349100134
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-22T10:04:35-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541130194 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWLES AFFILIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 W Franklin Street | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476789331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mraz Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRAZ | BusinessNameControlTxt |
| Phone | 8047800236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bowlman T Bowles Jr | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bowlman T Bowles | PersonFirstNm |
| Person Last | Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bowlman T Bowles Jr | PreparerPersonNm |
| PTIN | P00368454 | PTIN |
| Phone | 8047800236 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $7,457,243 | 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 | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $164,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,195 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $164,195 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,261 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $211,480 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,480 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $164,219 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $83,686 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,922 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,764 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,781 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,945 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,836 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $86,517 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,669 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,848 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,739 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $184,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $432,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,948 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$220,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,205 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $164,219 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $384,874 | CashBOYAmt |
| Cash EOY | $108,209 | CashEOYAmt |
| Cash EOYFMV | $108,209 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,340,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,364,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,349,034 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,724,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,472,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,457,243 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,724,899 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,472,398 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,724,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,472,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,724,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,472,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,724,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$220,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $470 | OtherIncreasesAmt |
| Subtotal | $4,504,626 | SubtotalAmt |
| Other Decreases | $32,228 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,472,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 55.000 shs. ISharesCore S&P 500 | P | 2016-03-31 | 2021-10-25 | $25,145 | $11,364 | $13,781 | $13,781 |
| 150.000 shs. IShares Russell 1000 Val | P | 2015-11-11 | 2021-10-25 | $24,829 | $15,072 | $9,757 | $9,757 |
| 80.000 shs. Microsoft Corporation | P | 2015-07-18 | 2021-10-25 | $24,713 | $3,732 | $20,981 | $20,981 |
| 2000.000 shs. Truist Finl Corp Dep Pfd | P | 2015-07-18 | 2021-03-01 | $50,000 | $47,540 | $2,460 | $2,460 |
| VANGUARD ST CORP BD | P | 2015-07-18 | 2021-12-29 | $282 | $282 | $282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,261 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,504 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,504 | SubtotalAmt |
| Tax Based On Investment Income | $1,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,134 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,134 | TotalPaymentsAndCreditsAmt |
| Tax Due | $370 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bowlman T Bowles Jr | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8047800236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bowlman T Bowles Jr | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $83,686 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,694,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,940,098 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,940,098 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,101 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,835,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $341,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $341,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,504 | TotalTaxAmt |
| Distributable Before Adj | $340,296 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $340,296 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $340,296 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,948 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $328,948 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $340,296 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,941 | UndistributedIncomePYAmt |
| Qualifying Distributions | $328,948 | QualifyingDistributionsAmt |
| Applied To Year1 | $213,941 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,007 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $225,289 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Mraz Charitable Trust | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8047800236 | RecipientPhoneNum |
| Recipient Email Address | bowwhite@aol.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Written request of need and grant agreement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Annually by end of June | SubmissionDeadlinesTxt |
| Restrictions On Awards | Generally, none. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTS | |||||||
| 1 North 5th Street Suite 400 | Richmond | VA | 23219 | N/A | PC | Public supported charity | $2,500 |
| Alzheimers Association | |||||||
| 4600 Cox Road Suite 130 | Glen Allen | VA | 23060 | N/A | PC | Alzheimer's research | $5,000 |
| American Heart Association | |||||||
| P O Box 22249 | St Petersburg | FL | 33742 | N/A | PC | Research on heart problems | $2,500 |
| Bon Air Baptist Church | |||||||
| 2531 Buford Road | North Chestefield | VA | 23235 | N/A | PC | Church support | $3,000 |
| Caritas | |||||||
| 1125 Commerce Road | Richmond | VA | 23224 | N/A | PC | Support for the homeless | $2,500 |
| Leukemia Lymphoma Socity | |||||||
| 5540 Falmouth Street Suite 101 | Richmond | VA | 23230 | N/A | PC | Leukemia and Lymphoma research | $5,000 |
| Maymont Foundation | |||||||
| 1800 Hampton Street | Richmond | VA | 23220 | N/A | PC | Local history Foundation research | $2,500 |
| Richmond Animal League | |||||||
| 11401 International Drive | North Chesterfield | VA | 23236 | N/A | PC | Animal rescue | $1,000 |
| Richmond Animal Welfare Foundation | |||||||
| 1600 Chamberlayne Avenue | Richmond | VA | 23222 | N/A | PC | Animal rescue | $4,500 |
| Richmond SPCA | |||||||
| 2519 Hermitage Road | Richmond | VA | 23220 | N/A | PC | Animal rescue | $500 |
| Virginia Home | |||||||
| 1101 Hampton Street | Richmond | VA | 23220 | N/A | PC | Home for disabled | $2,500 |
| Richmond Eye Ear Fdn dba MEDARVA | |||||||
| 8700 Stony Park Parkway Suite 100 | Richmond | VA | 23235 | N/A | PC | Vision and hearing research | $1,000 |
| Virginia War Memorial Inc | |||||||
| 621 South Belvidere Street | Richmond | VA | 23220 | N/A | PC | Veteran activities | $5,000 |
| Virginia Breast Cancer Foundation | |||||||
| 5004 Monument Avenue Suite 102 | Henrico | VA | 23230 | N/A | PC | Breast cancer research | $5,000 |
| Hollywood Cemetery | |||||||
| 412 South Cherry Street | Richmond | VA | 23220 | N/A | PC | Cemetery endowment | $12,500 |
| Operation Healing Force | |||||||
| 380 Park Place Boulevard Suite 175 | Clearwater | FL | 33759 | N/A | PC | Veteran Support | $1,000 |
| George Marshall Foundation | |||||||
| P O Box 1600 | Lexington | VA | 24450 | N/A | PC | Military history research/study | $5,000 |
| Alzheimers Association | |||||||
| 1450 Neotomas Avenue Suite 140 | Santa Rosa | CA | 95405 | N/A | PC | Alzheimer research and cure | $2,500 |
| Boy Scouts of America | |||||||
| P O Box 6809 | Richmond | VA | 23230 | N/A | PC | Youth scouting programs | $2,500 |
| Capital Trees | |||||||
| 200 South Third Street Suite 101 | Richmond | VA | 23219 | N/A | PC | City landscape preservation | $5,000 |
| Goochland Pet Lovers | |||||||
| P O Box 27 | Oilville | VA | 23129 | N/A | PC | Animal Welfare | $1,500 |
| Hillsdale College | |||||||
| 33 East College Street | Hillsdale | MI | 49242 | N/A | PC | Educational | $5,000 |
| Jewish Family Services | |||||||
| 6718 Patterson Avenue | Richmond | VA | 23226 | N/A | PC | Community family assistance | $2,500 |
| Richmond Ballet | |||||||
| 407 Canal Street | Richmond | VA | 23219 | N/A | PC | Performing arts support | $1,500 |
| The Bolling Haxall House Fdn | |||||||
| 211 East Franklin Street | Richmond | VA | 23219 | N/A | PC | Preservation of historic landmarks | $2,500 |
| The First Tee of Greater Richmond | |||||||
| 9211 Forest Hill Avenue Suite 104 | Richmond | VA | 23235 | N/A | PC | Indigent youth sports | $2,500 |
| The Rosewell Foundation | |||||||
| Post Office Box 1456 | Gloucester | VA | 23061 | N/A | PC | History preservation | $1,000 |
| United Service Organizations Inc | |||||||
| 2111 Wilson Boulevard Suite 1200 | Arlington | VA | 22201 | N/A | PC | Veteran support | $5,000 |
| University of the Cumberlands | |||||||
| 816 Walnut Street | Williamsburg | KY | 40769 | N/A | PC | Education scholarships | $5,000 |
| Monroe Park Conservancy | |||||||
| P O Box 25926 | Richmond | VA | 23260 | N/A | PC | City Park restoration | $5,000 |
| Chambliss Center for Children | |||||||
| 315 Gillespie Road | Chattanooga | TN | 37411 | N/A | PC | Aid to needy children | $3,500 |
| Jones Memorial United Methodist Chu | |||||||
| 4131 Ringgold Road | East Ridge | TN | 37412 | N/A | PC | Church support | $2,500 |
| Little Sisters of the Poor | |||||||
| 1503 Michael Road | Richmond | VA | 23229 | N/A | PC | Aid to needy families | $1,000 |
| Mercy Mall Virginia | |||||||
| P O Box 1890 | Midlothian | VA | 23113 | N/A | PC | Aid to needy families | $2,500 |
| St Jude's Research Center | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | N/A | PC | Research and support for children with cancer | $2,500 |
| Special Olympics | |||||||
| 3212 Skipwith Road Suite 100 | Richmond | VA | 23294 | N/A | PC | Assist handicapped individuals | $1,000 |
| VMI Foundation | |||||||
| P O Box 932 | Lexington | VA | 24450 | N/A | Education scholarships | $5,000 | |
| Stonewall Jackson House Fund | |||||||
| P O Box 932 | Lexington | VA | 24450 | N/A | Historic education and preservation | $1,000 | |
| Garden Club of Virginia | |||||||
| 12 East Franklin Street | Richmond | VA | 23219 | N/A | PC | Statewide landscape preservation | $6,500 |
| Bayliss Scholarship | |||||||
| P O Box 932 | Lexington | VA | 24450 | N/A | Education scholarships | $2,500 | |
| Delta Waterfowl | |||||||
| P O Box 3128 | Bismarck | ND | 58502 | N/A | PC | Waterfowl habitat preservation | $1,000 |
| Feedmore | |||||||
| 1415 Rhoadmiller Street | Richmond | VA | 23220 | N/A | PC | Feed needy City families. | $5,000 |
| Germana Foundation | |||||||
| P O Box 279 | Locust Grove | VA | 22508 | N/A | PC | History research and preservation | $7,500 |
| Goochland Historical Society | |||||||
| 2675 River Road W | Goochland | VA | 23063 | N/A | History study and preservation | $1,500 | |
| The Steward School | |||||||
| 11600 Gayton Road | Richmond | VA | 23226 | N/A | Education support | $1,000 | |
| The Valentine Museum | |||||||
| 1015 East Clay Street | Richmond | VA | 23219 | N/A | City history study and preservation | $7,500 | |
| University of Richmond | |||||||
| 410 Westhampton Way | Richmond | VA | 23173 | N/A | Education support | $2,500 | |
| William Mary | |||||||
| 116 Jamestown Road | Williamsburg | VA | 23185 | N/A | Education support | $1,000 | |
| YMCASafe Harbor | |||||||
| PO Box 17996 | Richmond | VA | 23226 | N/A | PC | Aid abused women, men and children | $3,500 |
| MCV Foundation Cancer Center | |||||||
| 1228 East Broad Street | Richmond | VA | 23298 | N/A | Cancer research | $10,000 | |
| College Orientation Wowrkshop-VMI | |||||||
| Department of Physical Education - | Lexington | VA | 24450 | N/A | Educational Support | $2,500 | |
| Hanover Humane Society | |||||||
| P O Box 1011 | Hanover | VA | 23005 | N/A | Animal welfare | $2,500 | |
| Reserve Officers Association | |||||||
| 1 Constitution Avenue NE | Washington | DC | 20002 | Military Education | $2,500 | ||
| VMI Keydet Club | |||||||
| P O Box 932 | Lexington | VA | 24450 | N/A | PF | Scholarship funding | $10,000 |
| Lab Rescue | |||||||
| P O Box 1574 | Midlothian | VA | 23113 | N/A | Animal rescue | $1,000 | |
| Vanderbilt Law School | |||||||
| 4301 Vanderbilt Place | Nashville | TN | 37203 | N/A | Educational support | $10,000 | |
| ALS Association | |||||||
| P O Box 5051 | Hagerstown | MD | 21741 | N/A | PF | To educate indiviuals with ALS | $5,000 |
| American Battlefield Trust | |||||||
| P O Box 79535 | Baltimore | MD | 21298 | N/A | PF | To preserve parks | $5,000 |
| Bethel Bible VIllage | |||||||
| 3001 Hamill Road | Hixson | TN | 37343 | N/A | PF | To support children | $2,500 |
| Patrick Henry Family Services | |||||||
| 1621 Enterprise Drive | Lynchburg | VA | 24502 | N/A | PF | To assist needy families | $1,500 |
| Sportables | |||||||
| 1625 Overbrook Road Suite 2 | Richmond | VA | 23220 | N/A | PF | To help individuals with physical disabilities | $1,000 |
| St John's Church | |||||||
| 2319 East Broad Street | Richmond | VA | 23223 | N/A | PF | Religion | $2,500 |
| Sweet Briar College | |||||||
| P O Box 1057 | Sweet Briar | VA | 24595 | N/A | PF | Educational facility | $5,000 |
| US Army War College Foundation | |||||||
| 122 Forbes Avenue | Carlisle | PA | 17013 | N/A | PF | Educational | $5,000 |
| The Woman's Club Foundation | |||||||
| 211 East Franklin Street | Richmond | VA | 23219 | N/A | PF | Cultural education for women | $1,500 |
| Bon Secours Richmond Health Care Fd | |||||||
| 5008 Monument Avenue 2nd Floor | Richmond | VA | 23230 | N/A | PF | Medical research. | $7,500 |
| Riverside School | |||||||
| 2110 McCrae Road | North Chesterfield | VA | 23235 | N/A | PF | Educational Support | $1,500 |
| Tuckahoe Rescue Squad | |||||||
| 1101 Horsepen Road | Richmond | VA | 23229 | N/A | PF | Emergency medical care | $2,500 |
| VMI Keydet Club Swimming | |||||||
| P O Box 932 | Lexington | VA | 24450 | N/A | PF | Scholarship Funding | $5,000 |
| Fore Children Inc | |||||||
| 600 Founders Bridge Boulevard | Midlothian | VA | 23113 | N/A | PF | Support for needy children. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,500 | 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 | $24 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $164,195 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,261 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $211,480 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,480 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bowles Affiliates, P.C. | CategoryTxt |
| Legal Fees | $11,781 | LegalFeesAmt |
| Net Investment Income | $2,945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,836 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Decrease in basis | $554 |
| Difference in accounting procedures | $31,674 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refunds | Desc |
| Amt | $470 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consultant Fees | $2,500 | $0 | $0 | $2,500 |
| Investment Management Fee | $76,669 | $76,669 | $0 | $0 |
| Tax Preparation | $7,348 | $0 | $0 | $7,348 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2020 tax due | $1,605 | $1,605 |
| Estimated payments paid for 2021 | $1,134 | $1,134 |