WILLIAM M CAMP FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: WILLIAM M CAMP FOUNDATION (EIN 54-1821978)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-09-13
IRS object ID: 202142569349101024
Schema version: 2020v4.0
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 Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-09-13T15:31:32-05:00	ReturnTs
Tax Period End	2020-12-31	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	2020-01-01	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	2021-09-10	SignatureDt

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	2021-09-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2020	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	$1,750,797	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	$14	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$14	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$14	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$35,998	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$35,998	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$35,998	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$106,329	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$932,354	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$106,329	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$4,431	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$4,431	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$4,431	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$146,772	TotalRevAndExpnssAmt
Total Net Invst Incm	$146,772	TotalNetInvstIncmAmt
Total Adj Net Incm	$40,443	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$6,050	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,050	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$12,139	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$12,139	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$289	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$289	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$153	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$153	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$18,631	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$18,631	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$80,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$80,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$98,631	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$18,631	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$80,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$48,141	ExcessRevenueOverExpensesAmt
Net Investment Income	$128,141	NetInvestmentIncomeAmt
Adjusted Net Income	$40,443	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$10,543	CashBOYAmt
Cash EOY	$9,320	CashEOYAmt
Cash EOYFMV	$9,320	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$17,436	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$20,176	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$20,176	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$885,306	CorporateStockBOYAmt
Corporate Stock EOY	$934,911	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,721,301	CorporateStockEOYFMVAmt
Other Investments BOY	$2,081	OtherInvestmentsBOYAmt
Other Assets BOY	$900	OtherAssetsBOYAmt
Total Assets BOY	$916,266	TotalAssetsBOYAmt
Total Assets EOY	$964,407	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,750,797	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	$218,551	RetainedEarningBOYAmt
Retained Earning EOY	$266,692	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$916,266	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$964,407	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$916,266	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$964,407	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$916,266	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$48,141	ExcessRevenueOverExpensesAmt
Subtotal	$964,407	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$964,407	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt
17389.916 SH INVESCO CONSERVATIVE IN	P	2020-12-08	$175,464	$175,464
500 SH EPR PPTYS COM	P	2020-04-09	$13,543	$5,434	$8,109	$8,109
17378.819 SH PUTNAM ULTRA SHT DUR IN	P	2020-12-08	$175,526	$175,353	$173	$173
733 SH EXXON MOBIL CORP	P	2020-04-09	$33,017	$43,464	-$10,447	-$10,447
1000 SH ARES CAPITAL CORP	P	2020-04-09	$13,525	$17,949	-$4,424	-$4,424	2012-09-10
600 SH HEALTHPEAK PPTYS INC	P	2020-04-23	$14,677	$13,108	$1,569	$1,569
800 SH BCE INC	P	2020-04-09	$33,098	$34,630	-$1,532	-$1,532	2015-03-24
350 SH HERSHEY COMPANY	P		$51,426	$13,082	$38,344	$38,344	2010-02-01
700 SH CISCO SYS INC	P	2020-04-23	$29,219	$32,331	-$3,112	-$3,112	2018-05-10
150 SH INTL BUSINESS MACHINES CORP	P	2020-07-15	$18,391	$12,495	$5,896	$5,896	2008-12-23
50 SH CROWN CASTLE INTL CORP	P	2020-07-15	$8,396	$4,100	$4,296	$4,296	2015-03-24
1212 KAYNE ANDERSN MLP MDS INVT CO	P	2020-04-08	$5,054	$10,377	-$5,323	-$5,323
6000 SH EATON VANCE TAX MG CEF	P	2020-04-09	$61,378	$51,914	$9,464	$9,464	2014-08-08
410 SH PHILLIP MORRIS INTL INC	P	2020-04-09	$31,615	$17,296	$14,319	$14,319
6000 SH EATON VANCE TAX MGD DIV EQ F	P	2020-04-09	$41,069	$35,643	$5,426	$5,426	2014-08-08
425 SH MAGELLAN MIDSTREAM PTRS LP	P	2020-07-15	$17,938	$14,486	$3,452	$3,452	2008-10-31
2000 SH GOLDMAN SACHS BDC INC	P	2020-04-09	$29,239	$40,100	-$10,861	-$10,861	2016-07-27
CAPITAL GAIN DISTRIBUTIONS	P		$254		$254	$254
350 SH LOWES COMPANIES INC	P	2020-04-09	$34,199	$29,773	$4,426	$4,426	2018-05-10
50 SH NEXTERA ENERGY INC	P	2020-07-15	$13,001	$4,767	$8,234	$8,234	2014-08-08
1000 SH PFIZER INC	P	2020-04-09	$35,502	$35,137	$365	$365	2016-08-29
850 SH ROYAL DUTCH SHELL PLC	P	2020-04-09	$32,480	$45,987	-$13,507	-$13,507
250 SH APPLE INC	P		$44,424	$3,502	$40,922	$40,922
2000 SH BANCO LATINOAMERICANO	P	2020-04-09	$19,919	$9,633	$10,286	$10,286

Field	Value	IRS element (for citing)
Capital Gain Net Income	$106,329	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,781	InvestmentIncomeExciseTaxAmt
Subtotal	$1,781	SubtotalAmt
Tax Based On Investment Income	$1,781	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,533	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,533	TotalPaymentsAndCreditsAmt
Overpayment	$1,752	OverpaymentAmt
Applied To ES Tax	$1,752	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	$1,621,090	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,004	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,633,094	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$1,633,094	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$98,631	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,534,463	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$76,723	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$76,723	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,781	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,781	TotalTaxAmt
Distributable Before Adj	$74,942	DistributableBeforeAdjAmt
Distributable Before Ded	$74,942	DistributableBeforeDedAmt
Distributable As Adjusted	$74,942	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$80,000	ExpensesAndContributionsAmt
Qualifying Distributions	$80,000	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$80,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$74,942	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$18,206	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$16,863	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$15,441	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$15,168	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$14,711	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$80,389	TotalExcessDistributionCyovAmt
Qualifying Distributions	$80,000	QualifyingDistributionsAmt
Applied To Current Year	$74,942	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$5,058	RemainingDistriFromCorpusAmt
Total Corpus	$85,447	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$18,206	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$67,241	ExcessDistriCyovToNextYrAmt
Excess From Year4	$16,863	ExcessFromYear4Amt
Excess From Year3	$15,441	ExcessFromYear3Amt
Excess From Year2	$15,168	ExcessFromYear2Amt
Excess From Year1	$14,711	ExcessFromYear1Amt
Excess From Current Year	$5,058	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 (31 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ROTARY CLUB OF FRANKLIN VA FOUND
401 N COLLEGE DRIVE	FRANKLIN	VA	23851	LOCAL CHARITIES	$1,000
FRANKLIN BAPTIST CHURCH
208 N HIGH STREET	FRANKLIN	VA	23851	SUPPORT	$2,000
CARRSVILLE VOLUNTEER FIRE DEPARTMEN
PO BOX 27	CARRSVILLE	VA	23315	SUPPORTING FIRE DEPARTMENT	$2,000
FRANKLIN-SOUTHAMPTON AREA UNITED W
PO BOX 366	FRANKLIN	VA	23851	SUPPORTING LOCAL CHARITIES	$2,000
FORKIDS INC
4200 COLLEY AVENUE	NORFOLK	VA	23508	HOMELESSNESS AND POVERTY SUPPORT	$1,000	SUITE A
THE SALVATION ARMY
400 BANK ST	SUFFOLK	VA	23434	SUPPORTING FAMILIES IN NEED	$2,000
CHILDREN'S HOSPITAL OF KINGS DAUGHT
601 CHILDRENS LANE	NORFOLK	VA	23507	MEDICAL CARE FOR CHILDREN	$2,000
GRAZ'N ACRES THERAPEUTIC RIDING CEN
14492 IVOR ROAD	SEDLEY	VA	23878	YOUTH THERAPEAUTIC RIDING PROGRAMS	$2,000
THE CHILDREN'S CENTER
700 CAMPBELL AVENUE	FRANKLIN	VA	23851	EDUCATION	$1,000
WESTERN TIDEWATER FREE CLINIC
2019 MEADE PARKWAY	SUFFOLK	VA	23434	PROVIDE HEALTHCARE TO PTS IN NEED	$1,000
PORT HEALTH SERVICES
PO BOX 565	NAGS HEAD	NC	27959	MEMORIAL GIFT	$3,000
THE MURRAY BOWEN ARCHIVES PROJECT
301 BELVOIR AVENUE	CHATTANOOGA	TN	37411	FUTURE OF MURRAY BOWENS LEGACY	$2,500
DOGS DESERVE BETTER BLUE RIDGE
PO BOX 7961	CHARLOTTESVILLE	VA	22906	TO IMPROVE LIFE OF DOGS OUTSIDE	$5,500
HATTERAS ISLAND WILDLIFE REHABILITA
PO BOX 216	FRISCO	NC	27936	CARE AND TREATMENT OF ISLAND WILDLIF	$2,000
ST JOHN UNITED METHODIST CHURCH
PO BOX 129	AVON	NC	27915	COMMUNITY DINNERS FOR THE HUNGRY	$1,000
BUILDING GOODNESS FOUNDATION
128 CARLTON ROAD	CHARLOTTESVILLE	VA	22902	BUILD, RESTORE, RENOVATE FOR FAMILIE	$2,250
THE HAVEN
112 WEST MARKET STREET	CHARLOTTESVILLE	VA	22902	THE END HOMELESSNESS	$2,250
MCINTIRE BOTANICAL GARDEN
PO BOX 6224	CHARLOTTESVILLE	VA	22906	GARDEN ADMISSION IN A NATURAL ENVIRO	$4,500
THE CHARLOTTESVILLE AREA TREE STEWA
PO BOX 4211	CHARLOTTESVILLE	VA	22905	SUPPORTING FORESTS	$500
SOUTHERN ENVIRONMENTAL LAW CENTER
201 WEST MAIN ST	CHARLOTTESVILLA	VA	22902	PROTECT THE SOUTH'S ENVIRONMENT	$2,000	SUITE 14
THE PARAMOUNT THEATRE OF CHARLOTTES
215 E MAIN ST	CHARLOTTESVILLE	VA	22902	OPERATING HISTORIC THEATRE	$1,500
UNIVERSITY OF VIRGINIA ENGINEERING
PO BOX 400256	CHARLOTTESVILLE	VA	22904	EDUCATION	$4,000
DEE NORTON CHILD ADVOCACY CENTER
1061 KING STREET	CHARLESTON	SC	29403	PROTECT CHILDREN FROM ABUSE	$3,000
LOWCOUNTRY LAND TRUST
635 RUTLEDGE AVENUE	CHARLESTON	SC	29403	PRESEVATION AND CONSERVATION	$5,000	SUITE 107
CHARLESTON ANIMAL SOCIETY
2455 REMOUNT ROAD	NORTH CHARLESTON	SC	29406	PREVENTION OF CRUELTY OF ANIMALS	$3,000
WATER FOR PEOPLE
100 E TENNESSEE AVENUE	DENVER	CO	80209	END GLOBAL WATER AND SANITATION CRIS	$1,000
GOOCHLAND CARES
2999 RIVER ROAD WEST	GOOCHLAND	VA	23063	BASIC HUMAN SERVICES AND HEALTH CARE	$6,500
GOOCHLAND FAMILY YMCA
1800 DICKINSON ROAD	GOOCHLAND	VA	23063	PUTTING CHRISTIAN PRINCIPLES INTO PR	$4,000
CHILDREN'S HOSPITAL FOUNDATION
1006 E MARSHALL ST	RICHMOND	VA	23298	HEALTH CARE	$3,000	BOX 980693
VIRGINIA HORSE CENTER FOUNDATION
487 MAURY RIVER ROAD	LEXINGTON	VA	24450	HOST EQUESTRIAN EVENTS	$2,500
SPAY AND NEUTER TODAY
515 S HESPERIDES DRIVE	NAGS HEAD	NC	27959	MOBILE VET CLINIC	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$80,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$35,998	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$106,329	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
NON-DIVIDEND DISTRIBUTIONS	14	$3,713
ORD INC/RENT/ROYALTY PSHIP	14	$718

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$40,443	ExclusionAmt
Related Or Exempt Function Incm	$106,329	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$146,772	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	$6,050	Amt
Net Investment Income	$6,050	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	$934,911	EOYBookValueAmt
EOYFMV	$1,721,301	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	MAGELLAN MIDSTREAM PARTNERS LP	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DIVIDEND RECEIVABLES	Desc
BOY Book Value	$900	BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISCELLANEOUS	$153	$153

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
NON-DIVIDEND DISTRIBUTIONS	$3,713	$3,713	$3,713
ORD INC/RENT/ROYALTY PSHIP	$718	$718	$718

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$12,139	Amt
Net Investment Income	$12,139	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES	$264	$264
REGISTRATION FEE	$25	$25