TITMUS FOUNDATION INCORPORATED: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TITMUS FOUNDATION INCORPORATED (EIN 54-6051332)
- Tax period
- 2019-02-01 to 2020-01-31
- Filed
- 2020-07-15
- IRS object ID
- 202001979349100330
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc 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 | 2020-07-15T09:21:43-05:00 | ReturnTs |
| Tax Period End | 2020-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540565834 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL WIGGINS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FLANK ROAD | AddressLine1Txt |
| City | PETERSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 238059152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546051332 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TITMUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TITM | BusinessNameControlTxt |
| Phone | 8042655834 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 10 | AddressLine1Txt |
| City | SUTHERLAND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23885 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR EDWARD TITMUS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8042655834 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A YOUNG JR CPA | PreparerPersonNm |
| PTIN | P00074605 | PTIN |
| Phone | 8047335566 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.89.27.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 18:20:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A3E91950B2848742742D447579625B74CE37C4F3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 434FB1DCA758FCB078500653FCD1D34955CFAB90 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,900,832 | 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 | $80,611 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80,611 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $770,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $770,619 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4,600 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $4,600 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $53,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $512,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,537 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,427 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,427 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $911,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $911,794 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $73,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $57,865 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $28,933 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,932 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,780 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,170 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,770 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $707 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,063 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,648 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,064 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $12,317 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,264 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,264 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $23,829 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,532 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,297 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $273 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $273 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,846 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,593 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $353,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $189,395 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,083,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,083,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,437,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,272,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$525,329 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $756,939 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $241,722 | CashBOYAmt |
| Cash EOY | $71,108 | CashEOYAmt |
| Cash EOYFMV | $71,108 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,253,167 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,334,303 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,253,167 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,253,167 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,713,055 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,457,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,759,422 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $596,549 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $596,549 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $596,549 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,582,700 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $135,232 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,636 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $61,157 | LandBOYAmt |
| Land EOY | $63,596 | LandEOYAmt |
| Land EOYFMV | $63,596 | LandEOYFMVAmt |
| Other Assets BOY | -$15,721 | OtherAssetsBOYAmt |
| Other Assets EOY | -$36,099 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $170,839 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,931,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,405,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,900,832 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $710 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $695 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $695 | 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 | $8,930,355 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,405,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,930,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,405,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,931,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,405,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,930,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$525,329 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,405,026 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,405,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAINS DIVIDENDS | P | 2019-12-31 | 2020-01-31 | $12,502 | $12,502 | $12,502 | |
| 2000 SH PPL | P | 2018-06-20 | 2019-03-07 | $63,694 | $8,718 | $8,718 | $54,976 |
| 1000 SH QCOM | P | 2019-03-07 | 2019-04-24 | $85,818 | $31,442 | $31,442 | $54,376 |
| 0.98 SH WAB | P | 2019-02-26 | 2019-03-01 | $72 | -$5 | -$5 | $77 |
| 0.109 SH CTVA | P | 2011-09-27 | 2019-06-12 | $3 | $2 | $2 | $1 |
| 1866 SH RRD | P | 2014-06-03 | 2019-03-07 | $8,863 | -$58,313 | -$58,313 | $67,176 |
| 0.109 SH DOW | P | 2011-09-27 | 2019-04-11 | $6 | $3 | $3 | $3 |
| 2000 SH NTR | P | 2013-07-01 | 2019-09-09 | $101,712 | -$87,843 | -$87,843 | $189,555 |
| 1250 SH OPI | P | 2017-06-29 | 2019-03-07 | $33,269 | -$51,209 | -$51,209 | $84,478 |
| TIMBER SALE | P | 2019-05-03 | $206,500 | $198,240 | $198,240 | $8,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,537 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,251,585 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,929,826 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050204 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,241,844 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,680,603 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048357 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,235,690 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,882,348 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049661 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,266,388 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,959,696 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050737 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,218,335 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,346,017 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046244 | DistributionYr5Rt |
| Total Distribution | 0.245203 | TotalDistributionRt |
| Average Distribution | 0.049041 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,381,661 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,244,742 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,569 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,252,311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,272,923 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,569 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,569 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $289 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD B TITMUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042655834 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 10 | AddressLine1Txt |
| City | SUTHERLAND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23885 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD B TITMUS | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | PRESIDENT | 30.00 | $80,525 | $0 | $0 |
| WILLIAM D ALLEN III | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | VICE PRESIDENT/COUNSEL | 1.00 | $525 | $0 | $0 |
| JAMES A BABER IV | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EDWARD H TITMUS III | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | EXECUTIVE VICE-PRESIDENT | 30.00 | $46,525 | $0 | $0 |
| KIMBERLY T PRZYBYL | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | SECRETARY | 30.00 | $46,525 | $0 | $0 |
| WILLIAM A YOUNG JR | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | TREASURER | 1.00 | $525 | $0 | $0 |
| ANDREW J WHITE | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | VICE PRESIDENT | 1.00 | $525 | $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 |
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 | $22,567,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $273,093 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,927,412 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,768,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,768,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $386,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,381,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,269,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,269,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,569 | TotalTaxAmt |
| Distributable Before Adj | $1,261,514 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,261,514 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,261,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,272,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,272,923 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,569 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,265,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,261,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,232,920 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,272,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,232,920 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,221,511 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD B TITMUS THE TITMUS FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10 | AddressLine1Txt |
| City | SUTHERLAND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23885 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8042655834 | RecipientPhoneNum |
| Form And Info And Materials | A FORMAL APPLICATION IS NOT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS NOW INC | ||||||
| 2821 EMERYWOOD PARKWAY STE 200 | RICHMOND | VA | 23294 | NONE | PROGRAM SUPPORT | $5,000 |
| ADULT CARE CENTER OF ROANOKE VALLEY | ||||||
| 2321 ROANOKE BOULEVARD | SALEM | VA | 24153 | NONE | 1 FULL DAY OF FUNDING FOR 52 WEEKS | $3,744 |
| ALICE LLOYD COLLEGE | ||||||
| 100 PURPOSE RD | PIPPAPASSES | KY | 41844 | NONE | GENERAL SCHOLARSHIPS | $5,000 |
| AMELIA COUNTY HIGH SCHOOL | ||||||
| 8500 OTTERBURN RD | AMELIA COURT HOUSE | VA | 23002 | NONE | AFTER PROM PROGRAM | $300 |
| AMELIA COUNTY HIGH SCHOOL | ||||||
| 8500 OTTERBURN RD | AMELIA COURT HOUSE | VA | 23002 | NONE | AFTER PROM PROGRAM | $1,000 |
| ALZHEIMERS ASSOC-GREATER RICHMOND | ||||||
| 4600 COX RD STE 130 | GLENALLEN | VA | 23060 | NONE | GENERAL SUPPORT | $5,000 |
| AMERICAN FRONTIER CULTURE FOUNDATION | ||||||
| POBOX 629 | STAUNTON | VA | 244020629 | NONE | TRAILBLAZERS FIELD TRIP IN DINWIDDIE COUNTY | $5,000 |
| AMERICAN KIDNEY FUND | ||||||
| 11921 ROCKVILLE PIKE STE 300 | ROCKVILLE | MD | 20852 | NONE | CHARITABLE SUPPORT | $5,000 |
| BAPTIST GENERAL ASSOCIATION OF VA | ||||||
| 2828 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | NONE | 1:2 MATCHINGDON.FOR CHESTERFIELD & JONES CO. NC RESPONSES | $5,000 |
| BETHANY CHRISTIAN CHURCH | ||||||
| 3115 FLEMING AVE | ROANOKE | VA | 24012 | NONE | NEEDY CHILDRENSPROGRAM | $1,000 |
| BEULAH UNITED METHODIST CHURCH | ||||||
| 6930 HOPKINS RD | RICHMOND | VA | 23234 | NONE | MATCHING GIFT TO PURCHASE BUS | $1,000 |
| BLAND MINISTRY CENTER | ||||||
| 65 SEDDONST | BLAND | VA | 24315 | NONE | DENTAL CLINIC | $5,000 |
| BLUE RIDGE INSTITUTE AND MUSEUM | ||||||
| POBOX 1000 | FERRUM | VA | 240889989 | NONE | 1ST PMT.ON $100,000 PLEDGE FOR THE ENDOWMENT | $25,000 |
| BLUE RIDGE INSTITUTE AND MUSEUM | ||||||
| POBOX 1000 | FERRUM | VA | 240889989 | NONE | 2ND PMT.ON$100,000 PLEDGE FOR THE ENDOWMENT INSTALLMENT DUE BY 01/31/21 | $25,000 |
| BOTT MEMORIAL PRESBYTERIAN CHURCH | ||||||
| 17113 MCKENNEY AVE | DEWITT | VA | 23840 | NONE | LIGHT THE COMMUNITY | $5,000 |
| BOY SCOUTS OF AMERICA | ||||||
| POBOX 6809 | RICHMOND | VA | 23230 | NONE | 3RD PMT.ON $125,000. PLEDGE | $25,000 |
| BOY SCOUTS OF AMERICA | ||||||
| POBOX 6809 | RICHMOND | VA | 23230 | NONE | 4TH PMT.ON$125,000. PLEDGE INSTALLMENT DUE BY 01/31/21 | $25,000 |
| BOYS HOMEINC | ||||||
| 414 BOYS HOME RD | COVINGTON | VA | 24426 | NONE | GYMNASIUM PROJECT | $15,000 |
| BRADLEY FREE CLINIC | ||||||
| 1240 THIRD ST SW | ROANOKE | VA | 24016 | NONE | 2ND PMT.ON$100,000. PLEDGE | $20,000 |
| BRANCHES RUNN BAPTIST CHURCH | ||||||
| 3830 WOODLEY DR | AMELIA | VA | 23002 | NONE | GENERATOR FUND | $5,000 |
| CAMPBELL UNIVERSITY | ||||||
| POBOX 116 | BUIES CREEK | NC | 27506 | NONE | 1ST PMT.ON $100,000 PLEDGE FOR THE CAMPBELL ALUMNI HOUSE | $50,000 |
| CAMPBELL UNIVERSITY | ||||||
| POBOX 116 | BUIES CREEK | NC | 27506 | NONE | FINAL PMT.ON $100,000. PLEDGE FOR THE CAMPBELL ALUMNI HOUSE INSTALLMENT DUE BY 01/31/20 | $50,000 |
| CARES | ||||||
| P O BOX 1167 | PETERSBURG | VA | 238041167 | NONE | GENERAL SUPPORT | $5,700 |
| CELEBRATE RVA | ||||||
| 406 EAST MAIN ST | RICHMOND | VA | 23219 | NONE | PROGRAM SUPPORT | $5,000 |
| CENTRAL BAPTIST CHURCH | ||||||
| POBOX 159 | CHURCH ROAD | VA | 23833 | NONE | FRIENDS OF BARNABUS BUS CAMPAIGN | $4,009 |
| CENTRAL VA ALLIANCE FOR COMLIVING | ||||||
| POBOX 1390 | LYNCHBURG | VA | 24505 | NONE | TAKE CHARGE OF YOUR HEALTH PROGRAM | $5,000 |
| CHESTERFIELD CASAINC | ||||||
| 9457 AMBERDALE DR | RICHMOND | VA | 23236 | NONE | PROGRAM SERVICES | $5,000 |
| CHILDREN FIRSTCIS OF BUNCOMBE COUNTY | ||||||
| 50SFRENCH BROAD AVE STE 246 | ASHEVILLE | NC | 28801 | NONE | AFTER SCHOOL SUPPORT | $5,000 |
| CHOWAN UNIVERSITY | ||||||
| ONE UNIVERSITY PLACE | MURFREESBORO | NC | 27855 | NONE | SHAREE C.ATKINSON SCHOLARSHIP FUND | $5,000 |
| CIRCLE CENTER ADULT DAY SERVICES | ||||||
| 4900 WEST MARSHALLST | RICHMOND | VA | 23230 | NONE | NEEDS BASED SCHOLARSHIPS | $5,000 |
| CRATER COMMUNITY HOSPICEINC | ||||||
| 3916SCRATER RD | PETERSBURG | VA | 23805 | NONE | TOSUP.COM. OUTREACH & EDUCATION ABOUT HOSPICE | $5,000 |
| CROSS OVER HEALTHCARE MINISTRY | ||||||
| 8600 QUIOCCASIN RD STE 101 | RICHMOND | VA | 23229 | NONE | NURSE PRACTITIONER PROJECT | $10,000 |
| DENTAL FOUNDATION OF NORTH CAROLINA | ||||||
| 1090 FIRST DENTAL BLDG CB 7450 | CHAPEL HILL | NC | 275667450 | NONE | MEMORIAM | $1,000 |
| DEPAUL COMMUNITY RESOURCES | ||||||
| 5650 HOLLINS RD | ROANOKE | VA | 24019 | NONE | 3RD PMT.ON $100,000. PLEDGE | $20,000 |
| DINWIDDIE CHRISTMAS SHARING FOUND | ||||||
| PO BOX 462 | DINWIDDIE | VA | 23841 | NONE | CHRISTMAS 2019 | $2,500 |
| DINWIDDIE COUNTY TREASURER | ||||||
| P O BOX1 78 | DINWIDDIE | VA | 23841 | NONE | CONEX BOX FOR DIN.CO. ANIMAL CONTROL | $2,500 |
| DINWIDDIE FIRE & EMS | ||||||
| 13850 COURTHOUSE RD | DINWIDDIE | VA | 23841 | NONE | DINWIDDIE COUNTY FAIR | $3,500 |
| DOWN SYNDROME ASSOCIATION | ||||||
| 1504 SANTA ROSA RD STE 124 | RICHMOND | VA | 23229 | NONE | DSACRS 1ST CALL PROGRAM | $2,500 |
| EASTER SEALS | ||||||
| 201 EMAIN ST | SALEM | VA | 24153 | NONE | TUITION | $5,000 |
| ELIJAH HOUSE ACADEMY | ||||||
| 6627-B JAHNKE RD | RICHMOND | VA | 23229 | NONE | SCHOLARSHIP FUND | $5,000 |
| ELK HILL | ||||||
| POBOX 99 | GOOCHLAND | VA | 23063 | NONE | FINAL PMT.ON $100,000. PLEDGE | $25,000 |
| EMERGENCY SHELTER | ||||||
| POBOX 5222 | RICHMOND | VA | 23220 | NONE | PROGRAM SUPPORT | $5,000 |
| FIRST BAPTIST CHURCH-PETERSBURG | ||||||
| 235WWASHINGTON STDAVISST | PETERSBURG | VA | 23804 | NONE | MASTER IMPROVEMENT PLAN | $5,000 |
| FIRST BAPTIST CHURCH | ||||||
| 23 STARLING AVE | MARTINSVILLE | VA | 241122921 | NONE | FRIENDS OF BARNABUS | $55 |
| FORD VOLUNTEER FIRE DEPARTMENT | ||||||
| POBOX 186 | CHURCH ROAD | VA | 23833 | NONE | GENERAL SUPPORT | $5,000 |
| FRIENDS OF THE HISTORIC FARMERS BANK | ||||||
| POBOX 3751 | PETERSBURG | VA | 23805 | NONE | 2ND FLOOR WINDOW | $5,000 |
| GATEWAY HOMESINC | ||||||
| 4901L IBBIE MILL EAST BLVDSTE210 | RICHMOND | VA | 23230 | NONE | TO HELP INDIVIDUALS | $5,000 |
| GRACE MINISTRIES USA | ||||||
| 215 TIMBERLANDS DR | LOUISBURG | NC | 275499723 | NONE | MISSIONS WORK IN NAC | $5,000 |
| HANOVER TAVERN | ||||||
| 13181 HANOVER COURTHOUSE RD | HANOVER | VA | 23069 | NONE | 2019-2020 | $5,000 |
| HENRICO EDUCATION FOUNDATION | ||||||
| POBOX3 1413 | HENRICO | VA | 23229 | NONE | COMMUNITY LEARNING | $5,000 |
| HERITAGE HIGH SCHOOL BAND BOOSTERS | ||||||
| 1150 FORESTVILLE RD | WAKE FOREST | NC | 27587 | NONE | TRAILER | $9,500 |
| HOUSE OF MERCYINC | ||||||
| P O BOX 808 | BELMONT | NC | 28012 | NONE | OPERATION EXPENSES | $1,000 |
| JACOBS LADDER | ||||||
| POBOX 555 | URBANNA | VA | 23175 | NONE | 2019 SUMMERCAMP AND ADVOCACY PROGRAM | $4,225 |
| JOHN TYLER COMMUNITY COLLEGE FOUND | ||||||
| 800 CHARTER COLONY PARKWAY | MIDLOTHIAN | VA | 23114 | NONE | 1ST PMT.ON$50,000. | $25,000 |
| JOHN TYLER COMMUNITY COLLEGE FOUND | ||||||
| 800 CHARTER COLONY PARKWAY | MIDLOTHIAN | VA | 23114 | NONE | FINAL PMT.ON | $25,000 |
| JOURNEY OF HOPE 4 AUTISM | ||||||
| 14225 RIVER RD | CHESTERFIELD | VA | 23838 | NONE | PROGRAM SUPPORT | $3,000 |
| JUST NEIGHBORS | ||||||
| 7630 LITTLE RIVERT URNPIKE STE 900 | ANNANDALE | VA | 22003 | NONE | GENERAL SUPPORT | $5,000 |
| KING UNIVERSITY | ||||||
| 1350 KING COLLEGE RD | BRISTOL | TN | 376202699 | NONE | SCHOLARSHIPS | $5,000 |
| LEWIS GINTER BOTANICAL GARDEN | ||||||
| 1800 LAKESIDE AVE | RICHMOND | VA | 23228 | NONE | CHILDRENS | $2,500 |
| LIBERATION VETERAN SERVICES | ||||||
| 1201 HULL ST | RICHMOND | VA | 23224 | NONE | TO HELP HOMELESS | $10,000 |
| LUCY CORR FOUNDATIONINC | ||||||
| 6800 LUCY CORR BOULEVARD | CHESTERFIELD | VA | 23832 | NONE | DENTAL CLINIC | $5,000 |
| MARMORA BAPTIST CHURCH | ||||||
| 2901 EXETER MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | GENERAL SUPPORT | $5,000 |
| MAYMONT FOUNDATION | ||||||
| 1700 HAMPTON ST | RICHMOND | VA | 23220 | NONE | ENVIRONMENTAL | $5,000 |
| MERCY MEDICAL ANGELS | ||||||
| 4620 HAYGOOD RD STE 1 | VIRGINIA BEACH | VA | 23455 | NONE | TRANSPORTING VETERAN | $5,000 |
| MILDRED & NORMAN WIGGINS | ||||||
| POBOX 116 | BUIES CREEK | NC | 27506 | NONE | MEMORIAM | $5,000 |
| MIRIAMS HOUSE | ||||||
| 409 MAGNOLIA ST | LYNCHBURG | VA | 24503 | NONE | SUP.FOR HOMELESS | $2,500 |
| NATIONAL CHILD SAFETY COUNCIL | ||||||
| POBOX 120 | DINWIDDIE | VA | 23841 | NONE | SAFETY & DRUG | $2,500 |
| NATIONAL D-DAY MEMORIAL FOUNDATION | ||||||
| POBOX 77 | BEDFORD | VA | 24523 | NONE | HONOR,LEARN,SERVE | $25,000 |
| NC AGRICULTURAL FOUNDATIONINC | ||||||
| BOX 7645 NCSU | RALEIGH | NC | 276900739 | NONE | 6TH PMT.TOWARDS | $50,000 |
| NORTH CAROLINA SYMPHONY | ||||||
| POBOX 309 | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL CONCERT | $5,000 |
| OCRAN UNITED METHODIST CHURCH | ||||||
| POBOX 309 | SUTHERLAND | VA | 23885 | NONE | FRIENDS OF BARNABUS | $16,288 |
| PATRICK HENRY FAMILY SERVICES | ||||||
| 1621 ENTERPRISE DR | LYNCHBURG | VA | 24502 | NONE | MATCHING GIFT | $5,000 |
| PETER PAUL DEVELOPMENTCENTER | ||||||
| 1708 NORTH 22ND STREET | RICHMOND | VA | 23223 | NONE | YOUTH PROGRAM | $5,000 |
| PHOENIX HOUSE MID-ATLANTIC | ||||||
| 200NGLEBE RD | ARLINGTON | VA | 22203 | NONE | YOUNG ADULT | $5,000 |
| PINE RIDGE ASSOCINCNEW VISTA SCHO | ||||||
| 520 ELDON ST | LYNCHBURG | VA | 24501 | NONE | CAPITAL CAMPAIGN | $5,000 |
| PREGNANCY SUPCTROF THE TRI-CITIES | ||||||
| 700SSYCAMORE ST STE 12 | PETERSBURG | VA | 23803 | NONE | COUNSELING & TRAINING | $5,000 |
| PRESERVATION NC | ||||||
| POBOX2 7644 | RALEIGH | NC | 276117644 | NONE | FAISON-WILLIAMS HOUS | $5,000 |
| PRESERVATION VIRGINIA | ||||||
| 204WFRANKLIN ST | RICHMOND | VA | 232205012 | NONE | SUP.OF ADVOCACY | $5,000 |
| PRINCE GEORGE DEPTOF SOCIAL SERVICE | ||||||
| POBOX 6809 | PRINCE GEORGE | VA | 23875 | NONE | BACK TO SCHOOL FAIR | $1,000 |
| RAMPS | ||||||
| 1114 WESTBRIAR DR STE D | RICHMOND | VA | 23238 | NONE | GENERAL SUPPORT | $3,000 |
| RICHMOND BAPTIST ASSOCIATIONINC | ||||||
| 3111 MOSS SIDE AVE | RICHMOND | VA | 23222 | NONE | CAMP ALKULANA | $5,000 |
| RISE AGAINST HUNGER RALEIGH | ||||||
| 3200 WELLINGTON CT ST 112 | RALEIGH | NC | 27615 | NONE | RISE AGAINST HUNGER | $9,232 |
| RIVERSIDE SCHOOL | ||||||
| 2110 MCRAE ROAD | NORTH CHESTERFIELD | VA | 23235 | NONE | LANGUAGE | $5,000 |
| ROCKY RUN ATHLETIC ASSOCIATIONINC | ||||||
| 16207 NAMOZINE RD | SUTHERLAND | VA | 23885 | NONE | TO HELP WITH TRAVEL | $1,000 |
| STELPIS GREEK ORTHODOX CHURCH | ||||||
| 107 MEMORIAL AVE | HOPEWELL | VA | 23860 | NONE | GENERAL SUPPORT | $5,000 |
| STJOHNS CHURCH FOUNDATION | ||||||
| 2319 EBROAD ST | RICHMOND | VA | 23223 | NONE | PROJECT RED COAL | $5,000 |
| STJOHNS EPISCOPAL CHURCH | ||||||
| 834 DURHAM RD | WAKE FOREST | NC | 27587 | NONE | RISE AGAINST HUNGER | $500 |
| STJOSEPHS VILLA | ||||||
| 8000 BROOK RD | RICHMOND | VA | 23227 | NONE | 1ST & 2NDPMT.ON TRANSFORMATIONAL PROJECT | $40,000 |
| STJUDE CHILDRENS RESEARCH HOSPITAL | ||||||
| 501 STJUDE PLACE | MEMPHIS | TN | 381059959 | NONE | 3RD PMT.ON | $20,000 |
| SAINT FRANCIS HOME | ||||||
| 65 WCLOPTON ST | RICHMOND | VA | 232253652 | NONE | HOME MISSIONS | $5,000 |
| SERENITY | ||||||
| POBOX 131 | PETERSBURG | VA | 23804 | NONE | PROGRAM SUPPORT | $5,000 |
| SHARON UNITED METHODIST CHURCH | ||||||
| 21290 COMANS WELL RD | YALE | VA | 23897 | NONE | FRIENDS OF BARNABUS | $1,409 |
| SOCIETY OF STANDREW | ||||||
| 3383 SWEET HOLLOW RD | BIG ISLAND | VA | 24526 | NONE | GLEANING PROGRAMS IN VIRGINIA | $5,000 |
| SPECIAL OLYMPICS OF NORTH CAROLINA | ||||||
| 2200 GATEWAY CENTRE BLVD STE 201 | MORRISVILLE | NC | 27560 | NONE | PROGRAM SUPPORT | $5,000 |
| SPECIAL OLYMPICS VIRGINIA | ||||||
| 3212 SKIPWITH RD STE 100 | RICHMOND | VA | 23294 | NONE | 27 SCHOLARSHIPS | $4,995 |
| SPORTABLE RAS & RECREATIONINC | ||||||
| 1365 OVERBROOK RDSTE 2 | RICHMNOD | VA | 23220 | NONE | CYCLING PROGRAM | $5,000 |
| SWANSONVILLE UNITED METHODIST CHURCH | ||||||
| 16492 FRANKLIN TURNPIKE | DRY FORK | VA | 24549 | NONE | FRIENDS OF BARNABUS | $4,117 |
| TADS KIDS | ||||||
| POBOX 18536 | RICHMOND | VA | 23226 | NONE | DONATION AUTHORIZED BY JIM BABER | $525 |
| THE CATHOLIC UNIVERSITY OF AMERICA | ||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | EDWARD & JESSIE PRZYBYL | $5,000 |
| THE DOORWAYS | ||||||
| 612 EMARSHALL ST | RICHMOND | VA | 23219 | NONE | DIRECT SERVICES | $5,000 |
| THE EPISCOPAL DIOCESE OF VIRGINIA | ||||||
| 110 WEST FRANKLIN ST | RICHMOND | VA | 23220 | NONE | SHRINE MONT SUMMER | $5,000 |
| THE FRIENDS OF BARNABAS FOUNDATION | ||||||
| POBOX 4804 | MIDLOTHIAN | VA | 23112 | NONE | MATCHING GIFT TO PURCHASE BUS | $1,371 |
| THE JAMES HOUSE | ||||||
| 6610 COMMONS DR STE C | PRINCE GEORGE | VA | 23875 | NONE | SURVIVORS OF ABUSE | $5,000 |
| THE VIRGINIA HOME | ||||||
| 1101 HAMPTON ST | RICHMOND | VA | 23220 | NONE | COMMUNITY INTEGRATIONS PROGRAM | $5,000 |
| TRIANGLE VOLUNTEER FIRE DEPARTMENT | ||||||
| 1051 MORTONS FERRY RD | NATHALIE | VA | 24577 | NONE | OPTION#3 AMBULANCE PURCHASE | $5,000 |
| UNION BAPTIST CHURCH | ||||||
| 3701 NAMOZINE RD | CHURCHROAD | VA | 23833 | NONE | MEMBERSHIP ASSISTANCE | $1,000 |
| UNIVERSITY OF THE CUMBERLANDS | ||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | NONE | WORKSHIP PROGRAM | $5,000 |
| UNIVERSITY OF LYNCHBURG | ||||||
| 1501 LAKESIDE DR | LYNCHBURG | VA | 245013113 | NONE | TECHNOLOGY EQUIP | $24,000 |
| UNIVERSITY OF RICHMOND | ||||||
| 110 UNIVERSITY OF RICHMOND DR | RICHMOND | VA | 23173 | NONE | TITMUS SCHOLARSHIP | $5,000 |
| VCU-MASSEY CANCER CENTER | ||||||
| POBOX 843042 | RICHMOND | VA | 232860441 | NONE | E.HUTSON TITMUS | $30,000 |
| VA TECH UNIVERSITY ENDOWMENT | ||||||
| POBOX 399 | DINWIDDIE | VA | 23841 | NONE | ALVIN BLAHA ENDOWMENT | $21,349 |
| VILLAGE CHURCH ROLESVILLE | ||||||
| 410 SOUTHTOWN CIRCLE | ROLESVILLE | NC | 27571 | NONE | RISE AGAINST HUNGER | $2,593 |
| VILLAGE CHURCH ROLESVILLE | ||||||
| 410 SOUTHTOWN CIRCLE | ROLESVILLE | NC | 27571 | NONE | UPGRADE WORSHIP SPACE | $10,000 |
| VIRGINIA BAPTIST HOMES FOUNDATION | ||||||
| 3961 STILLMAN PARKWAY | GLEN ALLEN | VA | 23060 | NONE | BENEVOLENT NEEDS | $5,000 |
| VIRGINIA CAPITAL FOUNDATION | ||||||
| POBOX 396 | RICHMOND | VA | 23218 | NONE | GENERAL SUPPORT | $5,000 |
| VIRGINIA COOPERATIVE EXTENSION | ||||||
| P O BOX 399 | DINWIDDIE | VA | 23841 | NONE | 3RD PMT.TOWARDS ALVIN BLAHA MEM FD | $25,000 |
| VIRGINIA HEALTH CARE FOUNDATION | ||||||
| 707 EAST MAIN ST STE 1350 | RICHMOND | VA | 23219 | NONE | UPGRADES TO TPC | $5,000 |
| VIRGINIA STATE UNIVERSITY | ||||||
| PO BOX 9027 | PETERSBURG | VA | 23806 | NONE | TITMUS FOUND ENDOWED SCHOLARSHIP | $5,000 |
| WAKE FOREST BAPTIST CHURCH | ||||||
| 107 EAST SOUTH AVE | WAKE FOREST | NC | 27587 | NONE | RISE AGAINST HUNGER | $6,556 |
| WAKE FOREST CHRISTIAN CHURCH | ||||||
| 701SMAIN ST | WAKE FOREST | NC | 27588 | NONE | RISE AGAINST HUNGER | $295 |
| WAKE FOREST KIWANIS FOUNDATION | ||||||
| POBOX 927 | WAKE FOREST | NC | 27588 | NONE | MATCHING FUNDS FOR | $1,750 |
| WAKE FOREST ROTARY FOUNDATIONINC | ||||||
| PO BOX 1126 | WAKE FOREST | NC | 27587 | NONE | RISE AGAINST HUNGER | $750 |
| WAKE FOREST UNITED METHODIST CHURCH | ||||||
| 905 SMAINST | WAKE FOREST | NC | 275879277 | NONE | RISE AGAINST HUNGER | $3,795 |
| WAKE FOREST WOMANS CLUB | ||||||
| POBOX 1614 | WAKE FOREST | NC | 275881614 | NONE | RISE AGAINST HUNGER | $220 |
| WAKE FOREST PRESBYTERIAN CHURCH | ||||||
| 12605 CAPITAL BLVD | WAKE FOREST | NC | 27587 | NONE | RISEAGAINSTHUNGER | $2,000 |
| WARWICK MEMORIAL UMC | ||||||
| 38 HOPES RD | NEWPORT NEWS | VA | 23602 | NONE | MATCHINGGIFT-BUS K-ACCOUNT | $21,750 |
| WELLSPRINGCHURCH | ||||||
| 1150 FORESTVILLE RD | WAKE FOREST | NC | 27587 | NONE | RISEAGAINSTHUNGER | $4,950 |
| WESLEY UNITED METHODIST CHURCH | ||||||
| 2901 NORFOLK ST | HOPEWELL | VA | 23860 | NONE | YOUTHPROGRAM | $5,000 |
| WEST END BAPTIST CHURCH | ||||||
| 6506 BOYDTON PLANK ROAD | PETERSBURG | VA | 23803 | NONE | GENERAL SUPPORT | $5,000 |
| WILLIAMSBURG AREA MEALS ON WHEELS | ||||||
| POBOX 709 | WILLIAMSBURG | VA | 23187 | NONE | PROGRAM SUPPORT | $2,500 |
| WILMINGTON CARE NET COUNSELING CENTER | ||||||
| 610SCOLLEGE RD | WILMINGTON | NC | 28403 | NONE | COUNSELING FOR CLIENT AID PROGRAM | $2,500 |
| YMCA OF GREATER RICHMOND | ||||||
| 2 WEST FRANKLIN ST | RICHMOND | VA | 23220 | NONE | TO TEACH THE BASICS OF WATER SAFETY | $15,000 |
| YOUTH OUTREACH URBAN RES&SER | ||||||
| POBOX 2536 | NORFOLK | VA | 23501 | NONE | ASSISTANCE WITH RENOVATION PROJECT | $5,000 |
| PLAINS ALL AMERICAN PIPELINE LP | ||||||
| 333 CLAY STREET SUITE 1600 | HOUSTON | TX | 77002 | NONE | CONTRIBUTION REPORTED ON 2019 FORM K-1CONTRIBUTION REPORTED ON 2019 FORM K-1 | $15 |
| NUSTAR ENERGY LP | ||||||
| P O BOX 781609 | SAN ANTONIO | TX | 78278 | NONE | CONTRIBUTION REPORTED ON 2019 FORM K-1 | $35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,083,528 | 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 | $80,611 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $770,619 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $4,600 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,537 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $911,794 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $911,794 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,950 | Amt |
| Net Investment Income | $2,780 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,170 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | REFORESTATION | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2019-08-01 | AcquiredCompletedOrExpendedDt |
| Amortized | $24,581 | AmortizedAmt |
| Amortization Period | 84.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $1,756 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,756 | AdjustedNetIncomeAmt |
| Total Amortization | $1,756 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| TYPEWRITER IBM | 1981-01-31 | $1,076 | $1,076 | SL | 5.000000000000 | $0 | $0 | $0 |
| FILE CABINET | 1987-07-29 | $138 | $138 | SL | 10.000000000000 | $0 | $0 | $0 |
| DRAPERIES | 1993-07-27 | $856 | $856 | SL | 10.000000000000 | $0 | $0 | $0 |
| CABINETS FOR OFFICE | 1993-08-10 | $1,466 | $1,466 | SL | 10.000000000000 | $0 | $0 | $0 |
| CARPET & BLINDS | 1993-08-13 | $1,895 | $1,895 | SL | 10.000000000000 | $0 | $0 | $0 |
| LATERAL FILE 4 DR | 1993-09-02 | $939 | $939 | SL | 10.000000000000 | $0 | $0 | $0 |
| COAT RACK | 1993-09-02 | $195 | $195 | SL | 10.000000000000 | $0 | $0 | $0 |
| SIDE CHAIRS 6 | 1993-09-02 | $3,390 | $3,390 | SL | 10.000000000000 | $0 | $0 | $0 |
| ELECTRIC RANGE | 1994-02-22 | $652 | $652 | SL | 10.000000000000 | $0 | $0 | $0 |
| REFRIGERATOR | 1994-02-22 | $1,282 | $1,282 | SL | 10.000000000000 | $0 | $0 | $0 |
| AMERICAN CHEST | 1996-12-02 | $8,047 | $8,047 | SL | 10.000000000000 | $0 | $0 | $0 |
| WALNUT DESK | 1996-12-02 | $4,598 | $4,598 | SL | 10.000000000000 | $0 | $0 | $0 |
| CHIPPENDALE CHAIR | 1996-12-02 | $690 | $690 | SL | 10.000000000000 | $0 | $0 | $0 |
| WALNUT CANDLE STAND | 1996-12-02 | $460 | $460 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 1997-03-18 | $1,563 | $1,563 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFFICE CABINETS | 2001-04-27 | $3,625 | $3,538 | SL | 10.000000000000 | $0 | $0 | $0 |
| DELL DIMENSION 8300 COMPUTER | 2003-09-30 | $1,950 | $1,950 | SL | 10.000000000000 | $0 | $0 | $0 |
| FARM HOUSE RENOVATION | 1993-09-02 | $11,172 | $7,262 | SL | 39.000000000000 | $286 | $0 | $286 |
| LANDSCAPING | 1995-01-31 | $11,696 | $11,696 | SL | 20.000000000000 | $0 | $0 | $0 |
| WHIPPERNOCK NEW ROOF | 2000-08-08 | $10,368 | $4,910 | SL | 39.000000000000 | $266 | $0 | $266 |
| AIR CONDITIONING UNIT CK30 | 2001-05-09 | $1,350 | $619 | SL | 39.000000000000 | $35 | $0 | $35 |
| OFFICE FURNITURE | 2005-04-01 | $2,624 | $2,624 | SL | 7.000000000000 | $0 | $0 | $0 |
| HEAT PUMP WHIPPERNOCK FARM | 2010-12-31 | $4,575 | $946 | SL | 39.000000000000 | $117 | $0 | $117 |
| COMPUTER | 2010-08-18 | $1,473 | $1,473 | SL | 5.000000000000 | $0 | $0 | $0 |
| BASEMENT RENOVATIONS | 2011-04-21 | $7,468 | $1,481 | SL | 39.000000000000 | $191 | $0 | $191 |
| VACCUM CLEANER | 2011-02-22 | $735 | $735 | SL | 5.000000000000 | $0 | $0 | $0 |
| IMPROVEMENTS - WHIPPERNOCK FARM (FLOORING) | 2013-05-06 | $3,464 | $512 | SL | 39.000000000000 | $89 | $0 | $89 |
| VINYL SIDING - FOUNDATION OFFICE | 2014-07-31 | $15,066 | $1,737 | SL | 39.000000000000 | $386 | $0 | $386 |
| COMPUTER (HP 23" INTEL CORE) | 2015-07-21 | $1,106 | $774 | SL | 5.000000000000 | $221 | $0 | $221 |
| GENERATOR | 2018-11-20 | $6,732 | $112 | SL | 10.000000000000 | $673 | $0 | $673 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $133,264 | $653,550 |
| ABBVIE INC | $144,514 | $607,650 |
| ADVANSIX INC. | $644 | $2,995 |
| AT & T - BELLSOUTH | $170,125 | $564,300 |
| BP PLC | $258,079 | $227,619 |
| BRISTOL MYERS SQUIBB | $91,004 | $440,650 |
| CHEVRON CORP | $525,594 | $857,120 |
| COLGATE-PALMOLIVE CO | $40,252 | $590,240 |
| CONOCOPHILLIPS | $246,242 | $891,450 |
| CORTEVA INC | $103,837 | $158,192 |
| DNP SELECT INCOME FUND INC. | $62,810 | $76,680 |
| DOMINION ENERGY | $196,562 | $1,715,000 |
| DONNELLEY FINANCIAL | $8,786 | $6,342 |
| DOW INC | $202,760 | $252,003 |
| DUKE ENERGY CORPORATION | $241,516 | $976,300 |
| DU PONT E.I. DE NEMOUR & COMPANY | $297,579 | $279,955 |
| ENBRIDGE INC. | $114,650 | $200,008 |
| EXXON MOBIL CORPORATION | $546,693 | $1,553,000 |
| FORD MOTOR COMPANY | $129,155 | $88,200 |
| GARRETT MOTION, INC. | $1,266 | $3,368 |
| GENERAL ELECTRIC | $41,508 | $261,450 |
| GENERAL MLS INC. | $54,149 | $62,664 |
| HALLIBURTON COMPANY | $41,805 | $69,247 |
| HERSHEY FOOD CORP | $92,671 | $775,850 |
| HONEYWELL, INTL | $115,413 | $692,880 |
| JPMORGAN CHASE & CO | $50,061 | $66,180 |
| KELLOGG COMPANY | $143,692 | $341,050 |
| KIMBERLY CLARK CORPORATION | $51,161 | $71,620 |
| LSC COMMUNICATIONS INC. | $21,730 | $151 |
| MERCK & COMPANY | $148,510 | $854,400 |
| NISOURCE, INC. | $24,557 | $234,480 |
| NUTRIEN LIMITED | $178,451 | $85,354 |
| PEOPLES UTD FINL INC | $49,455 | $49,730 |
| PEPSICO, INC. | $43,902 | $3,550,500 |
| PFIZER, INC. | $392,761 | $484,120 |
| PHILLIPS 66 | $73,179 | $685,275 |
| PLUM CREEK TIMBER COMPANY INC/WEYERHAEUSER | $200,605 | $231,600 |
| PROCTER & GAMBLE COMPANY | $164,771 | $373,860 |
| RESIDEO TECHNOLOGIES, INC. | $3,460 | $6,780 |
| SCHLUMBERGER LIMITED | $42,022 | $201,060 |
| TORTOISE ENERGY INFRASTRUCTURE | $28,322 | $68,520 |
| TORTOISE MLP FUND INC | $77,120 | $41,040 |
| TOUCHSTONE BANK | $36,617 | $87,295 |
| UNITED DOMINION REALTY TRUST | $278,070 | $1,916,400 |
| VERIZON COMMUNICATIONS | $223,329 | $772,720 |
| WABTEC CORPORATION | $8,667 | $8,272 |
| WALGREENS BOOTS ALLIANCE, INC. | $127,423 | $203,400 |
| WALMART INCORPORATED | $84,186 | $114,490 |
| WASHINGTON R EST IN TRU SH BEN | $144,471 | $304,400 |
| WELLS FARGO & COMPANY | $0 | $12 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| TYPEWRITER IBM | $1,076 | $1,076 | $0 | $0 |
| FILE CABINET | $138 | $138 | $0 | $0 |
| DRAPERIES | $856 | $856 | $0 | $0 |
| CABINETS FOR OFFICE | $1,466 | $1,466 | $0 | $0 |
| CARPET & BLINDS | $1,895 | $1,895 | $0 | $0 |
| LATERAL FILE 4 DR | $939 | $939 | $0 | $0 |
| COAT RACK | $195 | $195 | $0 | $0 |
| SIDE CHAIRS 6 | $3,390 | $3,390 | $0 | $0 |
| ELECTRIC RANGE | $652 | $652 | $0 | $0 |
| REFRIGERATOR | $1,282 | $1,282 | $0 | $0 |
| AMERICAN CHEST | $8,047 | $8,047 | $0 | $0 |
| WALNUT DESK | $4,598 | $4,598 | $0 | $0 |
| CHIPPENDALE CHAIR | $690 | $690 | $0 | $0 |
| WALNUT CANDLE STAND | $460 | $460 | $0 | $0 |
| OFFICE FURNITURE | $1,563 | $1,563 | $0 | $0 |
| OFFICE CABINETS | $3,625 | $3,538 | $87 | $87 |
| DELL DIMENSION 8300 COMPUTER | $1,950 | $1,950 | $0 | $0 |
| FARM HOUSE RENOVATION | $11,172 | $7,548 | $3,624 | $3,624 |
| LANDSCAPING | $11,696 | $11,696 | $0 | $0 |
| WHIPPERNOCK NEW ROOF | $10,368 | $5,176 | $5,192 | $5,192 |
| AIR CONDITIONING UNIT CK30 | $1,350 | $654 | $696 | $696 |
| OFFICE FURNITURE | $2,624 | $2,624 | $0 | $0 |
| HEAT PUMP WHIPPERNOCK FARM | $4,575 | $1,063 | $3,512 | $3,512 |
| COMPUTER | $1,473 | $1,473 | $0 | $0 |
| BASEMENT RENOVATIONS | $7,468 | $1,672 | $5,796 | $5,796 |
| VACCUM CLEANER | $735 | $735 | $0 | $0 |
| IMPROVEMENTS - WHIPPERNOCK FARM (FLOORING) | $3,464 | $601 | $2,863 | $2,863 |
| VINYL SIDING - FOUNDATION OFFICE | $15,066 | $2,123 | $12,943 | $12,943 |
| COMPUTER (HP 23" INTEL CORE) | $1,106 | $995 | $111 | $111 |
| GENERATOR | $6,732 | $785 | $5,947 | $5,947 |
| REFORESTATION | $24,581 | $1,756 | $22,825 | $22,825 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NUSTAR ENERGY LP - VALERO LP | -$1,136 | -$10,636 | $68,275 |
| PLAINS ALL AMERICAN PIPELINE LP | -$14,585 | -$25,463 | $102,564 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HEALTH INSURANCE | $49,012 | $22,419 | $0 | $26,593 |
| NON DEDUCTIBLE EXPENSES | $161 | $0 | $0 | $0 |
| EXCESS BUSINESS INTEREST EXPENSE | $2,917 | $0 | $0 | $0 |
| AMORTIZATION | $1,756 | $1,756 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,427 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,427 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER FEES | CategoryTxt |
| Amt | $1,770 | Amt |
| Net Investment Income | $707 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,063 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $17,585 | $7,828 | $0 | $9,757 |
| REAL ESTATE TAXES | $4,266 | $1,706 | $0 | $2,560 |
| OTHER TAXES | $3,530 | $3,530 | $0 | $0 |
| FEDERAL INCOME TAXES | $6,267 | $0 | $0 | $0 |