UKROPS HOMESTYLE FOODS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UKROPS HOMESTYLE FOODS EDUCATIONAL FOUNDATION (EIN 27-2314646)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-22
- IRS object ID
- 202502349349100220
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-22T15:04:54+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272314646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ukrops Homestyle Foods Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UKRO | BusinessNameControlTxt |
| Phone | 8043403000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Maywill Street 100 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John C Zeheb | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8043404069 | PhoneNum |
| Signature | 2025-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2025-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,410,307 | 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 | $325,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,628 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,628 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,031 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $8,031 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $400,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,800 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,695 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,420 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,420 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,127 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,324 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,324 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,127 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $134,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,673 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,369 | CashBOYAmt |
| Cash EOY | $138,326 | CashEOYAmt |
| Cash EOYFMV | $138,326 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $179,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,660 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $790,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $777,379 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,298,499 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $103,031 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $112,872 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $114,059 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $672,734 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $884,578 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $820,763 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,817,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,951,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,410,307 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,817,479 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,951,815 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,817,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,951,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,817,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,951,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,817,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $134,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,951,815 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,951,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JP Morgan - #2008 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $487,194 | GrossSalesPriceAmt |
| Cost Or Other Basis | $479,163 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,031 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $8,031 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,031 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $383 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $383 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $523 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| Individual With Books | BEVERLEY MANN | IndividualWithBooksNm |
| Phone | 8043404069 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MAYWILL STREET 100 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Nancy Jo U Kantner | |||||||
| 2001 Maywill Street | Richmond | VA | 23230 | President | 0.500 | $0 | $0 |
| John C Zeheb | |||||||
| 2001 Maywill Street | Richmond | VA | 23230 | Treasurer | 0.500 | $0 | $0 |
| Beverley Mann | |||||||
| 2001 Maywill Street | Richmond | VA | 23230 | Secretary | 0.500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,169,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,324,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,324,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,874 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,290,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,503 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,503 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $899 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $899 | TotalTaxAmt |
| Distributable Before Adj | $113,604 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,604 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,604 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $255,337 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,604 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,587 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,636 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,491 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,428 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,977 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $113,119 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,733 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $254,852 | 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 | $1,587 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $253,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,636 | ExcessFromYear4Amt |
| Excess From Year3 | $49,491 | ExcessFromYear3Amt |
| Excess From Year2 | $15,428 | ExcessFromYear2Amt |
| Excess From Year1 | $44,977 | ExcessFromYear1Amt |
| Excess From Current Year | $141,733 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Area Rehabbers Klub | |||||||
| 2847 Corso Drive | Powhatan | VA | 23139 | None | PC | 2024 Contribution - Glenn Cobb | $1,000 |
| CARITAS | |||||||
| 2220 Stockton Street | Richmond | VA | 23224 | None | PC | 2024 Contribution - Stephen Melton | $1,000 |
| Chesterfield Food Bank | |||||||
| 12211 Iron Bridge Road | Chester | VA | 23831 | None | PC | 2024 Contribution | $5,000 |
| Children's Hospital Found of Richmond VA | |||||||
| Box 980693 | Richmond | VA | 23298 | None | PC | 2024 Contribution - Virgil Davis | $1,000 |
| Communities in Schools of Chesterfield | |||||||
| 1808 Coyote Dr Suite 100 | Chester | VA | 23836 | None | PC | 2024 Contribution - 30th Anniversary | $5,000 |
| Courage to Care Outreach RVA | |||||||
| 14267 Stuart Oaks Dr | Glen Allen | VA | 23059 | None | PC | 2024 Contribution - Lynn Underwood | $1,500 |
| East End Pregnancy Center | |||||||
| 4705 Nine Mile Rd | Richmond | VA | 23223 | None | PC | 2024 Contribution - Mike Wilson | $1,000 |
| Extra Mile Pedicatrics | |||||||
| PO Box 3415 | Richmond | VA | 23235 | None | PC | 2024 Contribution - Tom Sturgeon | $1,000 |
| Fatherhood Foundation of Virginia | |||||||
| 2101 Maywill St | Richmond | VA | 23230 | None | PC | 2024 Contribution Father/Child Tournament | $15,000 |
| Feed More | |||||||
| 1415 Rhoadmiller St | Richmond | VA | 23220 | None | PC | 2024 Contribution - Payment 2 of 5 | $40,500 |
| For the Love of Poodles Rescue | |||||||
| 12015 Talavera Ter | Henrico | VA | 23238 | None | PC | 2024 Contribution - Lynn Underwood | $500 |
| Friends Association for Children | |||||||
| 1004 St John St | Richmond | VA | 23220 | None | PC | 2024 Contribution - Dee Gordon | $500 |
| GoochlandCares | |||||||
| 2999 River Road | West Goochland | VA | 23063 | None | PC | 2024 Contribution - Eddie Kestle | $1,000 |
| Greater Richmond Partnership Inc | |||||||
| 800 E Canal St STE 925 | Richmond | VA | 23219 | None | PC | 2024 Contribution 2nd of 3rd payment | $25,000 |
| Habitat For Humanity Powhatan | |||||||
| 1922 Urbine Rd | Powhatan | VA | 23139 | None | PC | 2024 Contribution - Jerry Millay | $2,000 |
| Hanover High School | |||||||
| 10307 Chamberlayne Road | Mechanicsville | VA | 23116 | None | PC | 2024 Contribution - Swim Team - Terri Faber | $1,000 |
| Henrico Education Foundation | |||||||
| PO Box 31413 | Henrico | VA | 23294 | None | PC | Excellence in Education Celebration 2024 - Gold Sponsorship | $5,000 |
| Hooves & Paws Animal Rescue | |||||||
| 7303 Poindexter Rd | Louisa | VA | 23093 | None | PC | 2024 Contribution - Brandy Seay | $500 |
| Journey Christian Fellowship | |||||||
| 2587 New Kent Hwy | Quinton | VA | 23141 | None | PC | 2024 Contribution - ARK building fund - Debbie Kunkel | $1,000 |
| Junior Achievement of Central Virginia | |||||||
| 1801 Libbie Ave Unit 203 | Richmond | VA | 23226 | None | PC | 2024 Contribution - 2nd of 3 payment | $10,000 |
| Kroger Co Zero Hunger Zero Waste Foundation | |||||||
| 1014 Vine St 16th Floor | Cincinnati | OH | 45202 | None | PC | Support of Hurrican Helene Relief Efforts | $5,000 |
| Lionhearts Inc | |||||||
| 452 Tv Dr | Fredericksburg | VA | 22408 | None | PC | 2024 Contribution - Brandy Seay | $500 |
| Little Hands RVA | |||||||
| 3707 Saunders Ave | Richmond | VA | 23227 | None | PC | 2024 Contribution - Daniel Riddick | $1,000 |
| Pancreatic Cancer Action Network | |||||||
| 1500 Rosecrans Avenue Suite 200 | Manhattan Beach | CA | 90266 | None | PC | 2024 Contribution - Purple Stride - #Stephens Strong | $1,000 |
| Pre-Engineering Boosters Organization | |||||||
| 10301 Courthouse Rd | Chesterfield | VA | 23832 | None | PC | 2024 Contribution - Rocket Boosters - Doug Ratliff | $1,000 |
| Rescue Mission Of Roanoke Inc | |||||||
| PO Box 11525 | Roanoke | VA | 24022 | None | PC | 2024 Contribution - Jason Woodcock | $1,000 |
| Richmond Animal League | |||||||
| 11401 International Dr | North Chesterfield | VA | 23236 | None | PC | 2024 Contribution - Carmella Cramer | $1,000 |
| Richmond Christmas Mother | |||||||
| 300 E Franklin St | Richmond | VA | 23219 | None | PC | 2023 Contribution - Ukrop's Coffee Cakes 10,324 x $1.00 | $10,324 |
| Richmond SPCA | |||||||
| 2519 Hermitage Rd | Richmond | VA | 23220 | None | PC | 2024 Contribution - Renee Dupell | $1,000 |
| St Joseph's Villa | |||||||
| 8000 Brook Road | Richmond | VA | 23227 | None | PC | 2024 Contribution - Dee Gordon | $500 |
| St Michael's Catholic Church | |||||||
| St Michaels Ln 7401 | Annandale | VA | 22003 | None | PC | 2024 Contribution | $500 |
| Teen Summit RVA | |||||||
| 403 N 3rd St | Richmond | VA | 23219 | None | PC | 2024 Contribution - Teen Summit RVA | $1,000 |
| The Salvation Army Central Virginia | |||||||
| 2 W Grace St | Richmond | VA | 23220 | None | PC | Pledge 1 & 2 of 5 yrs | $80,000 |
| Tuckahoe Volunteer Rescue Squad | |||||||
| 1101 Horsepen Rd | Henrico | VA | 23229 | None | PC | 2024 Contribution - Renee Dupell | $1,500 |
| Tunnels to Towers Foundation | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | None | PC | 2024 Contribution - Susan Rowe | $1,000 |
| United Way Of Greater Richmond & Petersbu | |||||||
| 7814 Carousel Lane 400 | Richmond | VA | 23294 | None | PC | 2023/2024 Contribution | $10,000 |
| VCU School Of Business Foundation | |||||||
| 301 W Main St | Richmond | VA | 23284 | None | PC | 2024 Contribution - VCU EMBA Strategic Dilemma Project | $14,000 |
| Venture Richmond | |||||||
| 200 S 3rd St | Richmond | VA | 23219 | None | PC | 2024 Folk Festival | $5,000 |
| Virginia Breast Cancer Foundation | |||||||
| 2821 Emerywood Parkway Ste 203 | Richmond | VA | 23294 | None | PC | 2024 Contribution - Pam Grafton | $500 |
| Worthdays at UMFS | |||||||
| PO Box 72612 | Richmond | VA | 23235 | None | PC | 2024 Contribution - Joya Carlton | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,324 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,628 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,031 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,800 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,800 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ukrops Homestyle Foods | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Maywill St | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,695 | Amt |
| Net Investment Income | $2,695 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Investments - Hedges & Hard Assets | BondNm |
| EOY Book Value | $112,872 | EOYBookValueAmt |
| EOYFMV | $114,059 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments - Equity | StockNm |
| EOY Book Value | $777,379 | EOYBookValueAmt |
| EOYFMV | $1,298,499 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments - Fixed Income | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $884,578 | BookValueAmt |
| EOYFMV | $820,763 | EOYFMVAmt |
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 | $12 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $8,420 | Amt |
| Net Investment Income | $8,420 | NetInvestmentIncomeAmt |