VIRGINIA S WARNER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA S WARNER FOUNDATION INC (EIN 30-0020922)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-10
- IRS object ID
- 202012849349100601
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-10T12:17:33-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132792165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST CO NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 5TH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101110333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300020922 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA S WARNER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO W HENRY 1990 M STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA S WARNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2020-10-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YUE SUN | PreparerPersonNm |
| PTIN | P01828297 | PTIN |
| Phone | 2127089100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.160.35.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-10 | IPDt |
| IP Tm | 13:13:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 758048481B926388E79758BC37DE4E20DA0607D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 758048481B926388E79758BC37DE4E20DA0607D2 | 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 | $3,548,880 | 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 | $122,132 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $49,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,505 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $295,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,884 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,881 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,825 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $155,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $122,723 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,095 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,095 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $18 | AcctRcvblAmt |
| Acct Rcvbl BOY | $105 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $18 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,925,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,902,794 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,569,544 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $632,904 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $878,049 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $911,223 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,680,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,848,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,548,880 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $13,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,000 | 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 | $2,680,922 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,835,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,680,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,835,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,680,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,848,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,680,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $155,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,835,957 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,835,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $946 | $1,000 | -$54 | -$54 |
| PUBLICLY TRADED SECURITIES | P | $203,554 | $186,447 | $17,107 | $17,107 |
| CAPITAL GAINS DIVIDENDS | P | $106,452 | $106,452 | $106,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,505 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,525 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,084,854 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035828 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,125 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,857,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031895 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $153,538 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,579,364 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059526 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $162,326 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,592,102 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,592 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,541,246 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045880 | DistributionYr5Rt |
| Total Distribution | 0.235752 | TotalDistributionRt |
| Average Distribution | 0.047150 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,269,621 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $154,163 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,728 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $155,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,325 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,457 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,457 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,457 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,803 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,303 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,846 | OverpaymentAmt |
| Applied To ES Tax | $1,846 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BESSEMER TRUST | IndividualWithBooksNm |
| Phone | 2127089216 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA S WARNER | ||||||||
| C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | PRES.,TREAS.,& DIRECTOR | 1.00 | $0 | $0 | $0 |
| WOLCOTT HENRY | ||||||||
| 1990 M STREET NW SUITE 250 | WASHINGTON | DC | 20036 | SECRETARY & DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,249,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,319,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,319,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,269,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,457 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,457 | TotalTaxAmt |
| Distributable Before Adj | $160,024 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $160,024 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $160,024 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $137,325 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $135,930 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $135,930 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,395 | 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 | $158,629 | 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 | THE BOARD OF DIRECTORS OF THE VIRGI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O W HENRY 1990 M STREET NWSTE 250 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5165089623 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST GRANT APPLICATION FORM FROM THE BOARD OF DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BULL RUN MOUNTAINS CONSERVANCY | |||||||
| PO BOX 210 | BROAD RUN | VA | 20137 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $2,000 |
| CARNEIGIE INSTITUTE | |||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $10,000 |
| CHESAPEAKE CONSERVANCY | |||||||
| 716 GIDDINGS AVE | ANNAPOLIS | MD | 21403 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $15,000 |
| EAGLEBROOK SCHOOL | |||||||
| 271 PINE NOOK ROAD | DEERFIELD | MA | 01342 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $5,000 |
| GOOSE CREEK ASSOCIATION | |||||||
| PO BOX 1178 | MIDDLEBURG | VA | 20118 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $1,000 |
| HOSPITAL ALBERT SCHWEITZER | |||||||
| PO BOX 81046 | PITTSBURGH | PA | 15217 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $10,000 |
| KENNEDY CENTER | |||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $15,000 |
| MIDDLEBURG COMMUNITY CENTER | |||||||
| PO BOX 265 | MIDDLEBURG | VA | 20118 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $3,000 |
| ORION SOCIETY | |||||||
| 187 MAIN STREET | GREAT BARRINGTON | MA | 01230 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $8,000 |
| PHILOSOPHICAL RESEARCH SOCIETY | |||||||
| 3910 LOS FELZ BLVD | LOS ANGELES | CA | 900270299 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $21,900 |
| POCKET SANCTUARY | |||||||
| 33 STONE HARBOR | ALAMEDA | CA | 94502 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $10,000 |
| SEVEN LOAVES SERVICES INC | |||||||
| 15 W WASHINGTON ST | MIDDLEBURG | VA | 20117 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $1,100 |
| SMITHSONIAN CONSERVATION BIOLOGY INSTITUTE | |||||||
| 1500 REMOUNT ROAD | FRONT ROYAL | VA | 22630 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $5,000 |
| TIBET HOUSE US | |||||||
| 22 WEST 15TH STREET | NEW YORK | NY | 10011 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $10,000 |
| VIRGINIA OUTDOORS FOUNDATION | |||||||
| 324 WATERLOO STREET | WARRENTON | VA | 20186 | NONE | EXEMPT | GENERAL EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,379 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,505 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $172,884 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,884 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA WARNER CHARITABLE LEAD TR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BESSEMER TRUST 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $122,132 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | OW FIXED INCOME FUND | BondNm |
| EOY Book Value | $878,049 | EOYBookValueAmt |
| EOYFMV | $911,223 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OW LARGE CAP STRATEGIES FUND | $809,978 | $1,096,120 |
| OW SMALL & MID CAP FUND | $653,519 | $985,549 |
| OW STRATEGIC OPPTYS FUND | $439,297 | $487,875 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUNCATION | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $56 | $56 | $0 |
| CONSULTING FEES | $13,800 | $0 | $13,800 |
| DE STATE ANNUAL REPORT FEE | $25 | $0 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |