BYRD FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: BYRD FAMILY FOUNDATION (EIN 20-5524239)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-31
IRS object ID: 202241519349100504
Schema version: 2021v4.2
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
Schedule B
All Oth Prog Rltd Investments Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-31T09:32:05-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	364549119	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SBK FINANCIAL INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 HAXALL POINT SUITE 705	AddressLine1Txt
City	RICHMOND	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23219	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	205524239	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BYRD FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BYRD	BusinessNameControlTxt
Phone	8042127488	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2711 BUFORD RD 379	AddressLine1Txt
City	NORTH CHESTERFIELD	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	232352423	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS R BYRD	PersonNm
Person Title	PRESIDENT/TREASURER	PersonTitleTxt
Phone	8042127488	PhoneNum
Signature	2022-05-31	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	THOMAS	PersonFirstNm
Person Last	BYRD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN C WILLIAMS	PreparerPersonNm
PTIN	P01384013	PTIN
Phone	8042371700	PhoneNum
Preparation	2022-05-31	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

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	$2,309,614	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$158,595	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$43,655	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$43,655	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$176,613	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$312,257	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$176,613	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$378,864	TotalRevAndExpnssAmt
Total Net Invst Incm	$220,269	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$91	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$46	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$45	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$18,131	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$16,318	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$1,813	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$358	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$358	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$25	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$13	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$12	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$18,605	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$16,735	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,870	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$96,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$96,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$114,605	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$16,735	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$97,870	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$264,259	ExcessRevenueOverExpensesAmt
Net Investment Income	$203,534	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$6,338	CashBOYAmt
Cash EOY	$8,498	CashEOYAmt
Cash EOYFMV	$8,498	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$22,233	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$82,888	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$82,888	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$934,491	CorporateStockBOYAmt
Corporate Stock EOY	$952,002	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,579,699	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$506,054	CorporateBondsBOYAmt
Corporate Bonds EOY	$574,544	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$573,529	CorporateBondsEOYFMVAmt
Other Investments BOY	$95,105	OtherInvestmentsBOYAmt
Other Investments EOY	$65,000	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$65,000	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,564,221	TotalAssetsBOYAmt
Total Assets EOY	$1,682,932	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,309,614	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,564,221	RetainedEarningBOYAmt
Retained Earning EOY	$1,682,932	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,564,221	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,682,932	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,564,221	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,682,932	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,564,221	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$264,259	ExcessRevenueOverExpensesAmt
Other Increases	$9	OtherIncreasesAmt
Subtotal	$1,828,489	SubtotalAmt
Other Decreases	$145,557	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,682,932	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$114,638	$96,644	$17,994	$17,994
PUBLICLY TRADED SECURITIES	$182,667	$39,000	$143,667	$143,667
CAPITAL GAINS DIVIDENDS	$14,952		$14,952	$14,952	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$176,613	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,829	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,829	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,829	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,053	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$3,616	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$5,669	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,840	OverpaymentAmt
Applied To ES Tax	$2,840	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	VA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	THOMAS R BYRD	IndividualWithBooksNm
Phone	8042127488	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	9481 CREEK SUMMIT CIRCLE	AddressLine1Txt
City	RICHMOND	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23235	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	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
THOMAS R BYRD
2711 BUFORD RD 379	NORTH CHESTERFIELD	VA	232352423	PRESIDENT/TREASURER	1.00	$0	$0	$0
DAISY H BYRD
2711 BUFORD RD 379	NORTH CHESTERFIELD	VA	232352423	SECRETARY	1.00	$0	$0	$0
JASON C BYRD
2637 BEACON HILL DR	WEST LINN	OR	970685614	BOARD MEMBER	1.00	$0	$0	$0
MEGAN T BYRD
559 JESSICA CIRCLE	NEWPORT NEWS	VA	23606	BOARD MEMBER	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,092,874	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$31,607	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,124,481	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,124,481	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$31,867	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,092,614	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$104,631	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$104,631	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,829	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,829	TotalTaxAmt
Distributable Before Adj	$101,802	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$101,802	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$101,802	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$97,870	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$97,870	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$101,802	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$10,462	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$9,464	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$6,959	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$6,941	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$10,379	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$44,205	TotalExcessDistributionCyovAmt
Qualifying Distributions	$97,870	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$97,870	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$3,932	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$3,932	ExcessDistributionCyovAppCYAmt
Total Corpus	$40,273	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$6,530	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$33,743	ExcessDistriCyovToNextYrAmt
Excess From Year4	$9,464	ExcessFromYear4Amt
Excess From Year3	$6,959	ExcessFromYear3Amt
Excess From Year2	$6,941	ExcessFromYear2Amt
Excess From Year1	$10,379	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	THOMAS R BYRD	ContributingManagerNm
Contributing Manager	DAISY H BYRD	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	THOMAS AND DAISY BYRD	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2711 BUFORD RD 379	AddressLine1Txt
City	NORTH CHESTERFIELD	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	232352423	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8042127488	RecipientPhoneNum
Recipient Email Address	TBYRD.TAKECARE@GMAIL.COM	RecipientEmailAddressTxt
Form And Info And Materials	LETTER STATING REASON FOR REQUEST SPECIFYING THE TERMS OF THE GRANT AND THE PURPOSE FOR WHICH THE FUNDS WILL BE USED	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	MUST BE A QUALIFYING CHARITABLE ORGANIZATION UNDER IRC SEC 501(C)(3). THE FOCUS OF THE FOUNDATION IS TO PROVIDE FUNDS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND LITERARY SERVICES TO CHILDREN, THE ELDERLY AND THE UNDERPRIVILEGED.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARTS FOR HUMANITY
635 SOUTH 25TH STREET	ARLINGTON	VA	22202	NONE	PC	GENERAL OPERATING PURPOSES	$5,000
CANCERDANCER
PO BOX 70252	HENRICO	VA	23255	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
CARITAS
PO BOX 25790	RICHMOND	VA	232605790	NONE	PC	GENERAL OPERATING PURPOSES	$10,000
CENTRAL VIRGINIA FOODBANK
1415 RHOADMILLER STREET	RICHMOND	VA	23220	NONE	PC	GENERAL OPERATING PURPOSES	$2,500
CHILDREN'S MUSEUM OF RICHMOND
2626 WEST BROAD STREET	RICHMOND	VA	23220	NONE	PC	GENERAL OPERATING PURPOSES	$500
COLONIAL HEIGHTS FOOD PANTRY
530 SOUTHPARK BLVD	COLONIAL HEIGHTS	VA	23834	NONE	PC	GENERAL OPERATING PURPOSES	$1,500
CROSSOVER MINISTRY
108 COWARDIN AVENUE	RICHMOND	VA	23224	NONE	PC	GENERAL OPERATING PURPOSES	$12,500
FIT4KIDS
2101 MAYWILL STREET	RICHMOND	VA	23230	NONE	PC	GENERAL OPERATING PURPOSES	$25,000
GOD'S PANTRY FOOD BANK
1685 JAGGIE FOX WAY	LEXINGTON	KY	40511	NONE	PC	GENERAL OPERATING PURPOSES	$1,500
GRASSROOT SOCCER INC
198 CHURCH STREET	NORWICH	VT	05055	NONE	PC	GENERAL OPERATING PURPOSES	$2,000
HARVEST HOPE FOOD BANK
2220 SHOP RD	COLUMBIA	SC	29201	NONE	PC	GENERAL OPERATING PURPOSES	$1,500
MEALS ON WHEELS SERVING CENTRAL VIRGINIA
1415 RHOADMILLER STREET	RICHMOND	VA	23220	NONE	PC	GENERAL OPERATING PURPOSES	$2,500
OREGON FOODBANK
7900 NE 33RD DRIVE	PORTLAND	OR	97211	NONE	PC	GENERAL OPERATING PURPOSES	$1,500
READING CAMP
PO BOX 610	LEXINGTON	KY	405880610	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
ROOM TO READ
111 SUTTER STREET 16TH FLOOR	SAN FRANCISCO	CA	94104	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
SCIENCE MUSEUM OF VIRGINIA
2500 WEST BROAD STREET	RICHMOND	VA	232202057	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
SHALOM FARMS
1010 W LABURNUM AVE	RICHMOND	VA	23227	NONE	PC	GENERAL OPERATING PURPOSES	$2,500
ST LOUIS AREA FOODBANK
70 CORPORATE WOODS DR	BRIDGETON	MO	63044	NONE	PC	GENERAL OPERATING PURPOSES	$1,500
STOP CHILD ABUSE NOW
103 E GRACE ST	RICHMOND	VA	23219	NONE	PC	GENERAL OPERATING PURPOSES	$7,500
THE HEALING PLACE
700 DINWIDDIE AVE	RICHMOND	VA	23224	NONE	PC	GENERAL OPERATING PURPOSES	$10,000
THE LIVING ARTS AND SCIENCE CENTER
362 N MARTIN LUTHER KING BLVD	LEXINGTON	KY	40508	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
THE READ CENTER
2000 BREMO RD	RICHMOND	VA	23226	NONE	PC	GENERAL OPERATING PURPOSES	$500
VIRGINIA HISTORICAL SOCIETY
428 NORTH BOULEVARD	RICHMOND	VA	23220	NONE	PC	GENERAL OPERATING PURPOSES	$1,500
VIRGINIA PENINSULA FOODBANK
2401 ALUMINUM	HAMPTON	VA	23661	NONE	PC	GENERAL OPERATING PURPOSES	$1,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$96,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$43,655	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$176,613	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$220,269	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$220,269	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
THOMAS R AND DAISY H BYRD
1	2711 BUFORD RD 379	NORTH CHESTERFIELD	VA	23235	$158,570	Yes (X)	Yes (X)
THOMAS R AND DAISY H BYRD
2	2711 BUFORD RD 379	NORTH CHESTERFIELD	VA	23235	$25	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	50 SHS ANTM	$19,094	2021-04-20
1	50 SHS ANTM	$21,240	2021-11-24
1	50 SHS ANTM	$20,562	2021-12-07
1	50 SHS ANTM	$20,983	2021-12-09
1	100 SHS ANTM	$43,100	2021-12-10
1	75 SHS ANTM	$33,591	2021-12-16

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	N/A	Desc
Amt	$0	Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
APPLE INC 3% DUE 2/9/24	$49,477	$52,099
CAPITAL ONE FINANCIAL CORP 3.75% DUE 4/24/24	$15,373	$15,812
DOUBLELINE TOTAL RETURN BD	$100,869	$95,888
FEDERAL HOME LOAN BANKS 2.375% DUE 9/8/23	$35,062	$36,027
PIMCO INVEST GRD CORP	$91,684	$94,743
TOYOTA MOTOR CREDIT CORP 2.9% DUE 4/17/24	$24,985	$26,034
VISA INC 2.8% DUE 12/14/22	$24,788	$25,462
CITIGROUP INC. 3.875% DUE 03/26/2025	$27,217	$26,689
CVS HEALTH CORP 2.875% DUE 06/01/2026	$25,961	$26,123
EMERSON ELECTRIC CO. 1.8% DUE 10/15/2027	$15,621	$15,074
LOWES COMPANIES, INC. 1.3% DUE 04/15/2028	$24,980	$23,979
CHEVRON CORP 1.9950% DUE 05/11/2027	$26,391	$25,391
FEDERATED HERMES INSTL HI-YLD BOND FUND	$84,635	$83,934
WELLS FARGO & CO 3% DUE 4/22/2026	$27,501	$26,274

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
EDGEWOOD GROWTH	$74,536	$201,953
ISHARES CORE DIV GRWTH	$266,444	$416,850
ISHARES CORE MSCI EMG MKT	$75,387	$83,804
ISHARES CORE MSCI EURO	$96,858	$122,136
ISHARES CORE S&P 500	$119,538	$254,236
ISHARES RUSSELL 1000 GROWTH	$137,932	$244,472
T ROWE PRICE SMALL CAP	$8,280	$22,186
UNION PACIFIC CORPORATION	$24,989	$26,063
AMAZON COM INCORPORATED	$48,624	$80,024
SALESFORCE COM INCORPORATED	$30,310	$50,826
TOUCHSTONE MID CAP FUND CLASS Y	$69,104	$77,149

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	IMPACT MAKERS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$65,000	BookValueAmt
EOYFMV	$65,000	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$91	LegalFeesAmt
Net Investment Income	$46	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$45	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
BOOK ADJUSTMENT ON CONTRIBUTED SECURITIES	$144,476
BOOK ADJUSTMENT ON DISPOSED SECURITIES	$1,081

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	SCC REGISTRATION FEES	Desc
Revenue And Expenses Per Books	$25	RevenueAndExpensesPerBooksAmt
Net Investment Income	$13	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$12	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	1099 TIMING DIFFERENCE	Desc
Amt	$9	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$18,131	Amt
Net Investment Income	$16,318	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,813	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHELD	CategoryTxt
Amt	$358	Amt
Net Investment Income	$358	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt