FERGUSON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FERGUSON FAMILY FOUNDATION (EIN 54-2014183)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-11
- IRS object ID
- 202031029349100003
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-11T10:41:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540593442 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSCOLEMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5004 MONUMENT AVE | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | 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 | 542014183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERGUSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FERG | BusinessNameControlTxt |
| Phone | 8047080001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 W SQUARE CT | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232385707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JAMES G FERGUSON JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8047080001 | PhoneNum |
| Signature | 2020-02-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J KENNETH TIMMONS JR | PreparerPersonNm |
| PTIN | P00017711 | PTIN |
| Phone | 8043581150 | PhoneNum |
| Preparation | 2020-02-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-11 | IPDt |
| IP Tm | 10:41:41 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 05DC3ED0FBBE9260CD890C5269DF645E4CE848CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B141486F293D906DF98E050C2BF7928D45D4803C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $423,841 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,380 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,074 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $476 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,599 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,678 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,678 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,475 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,510 | CashBOYAmt |
| Cash EOY | $2,905 | CashEOYAmt |
| Cash EOYFMV | $2,905 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $15,795 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,795 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $16 | AcctRcvblBOYAmt |
| Other Investments BOY | $289,645 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $280,792 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $405,141 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $294,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $423,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $294,171 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $299,492 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $294,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $299,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $294,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $299,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $294,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,321 | ExcessRevenueOverExpensesAmt |
| Subtotal | $299,492 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $299,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MUTUAL FUNDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $22,079 | GrossSalesPriceAmt |
| Cost Or Other Basis | $22,931 | CostOrOtherBasisAmt |
| Gain Or Loss | -$852 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$852 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,380 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $341,133 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064271 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,185 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $307,012 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,789 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $248,885 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087546 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $258,705 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064166 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,259 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $231,905 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104607 | DistributionYr5Rt |
| Total Distribution | 0.402623 | TotalDistributionRt |
| Average Distribution | 0.080525 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $386,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,092 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,217 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,678 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $250 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $250 | SubtotalAmt |
| Tax Based On Investment Income | $250 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $250 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE TRUSTEES | IndividualWithBooksNm |
| Phone | 8047080001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST SQUARE CT | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| DR JAMES G FERGUSON JR | ||||||||
| 130 WEST SQUARE CT | RICHMOND | VA | 23238 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| DEE B FERGUSON | ||||||||
| 130 WEST SQUARE CT | RICHMOND | VA | 23228 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $389,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,856 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $391,999 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $391,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,880 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $386,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $250 | TotalTaxAmt |
| Distributable Before Adj | $19,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,678 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,678 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,678 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,056 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,988 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,806 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,368 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,098 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,344 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,678 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,678 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $12,378 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,378 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,226 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $610 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,616 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,806 | ExcessFromYear4Amt |
| Excess From Year3 | $9,368 | ExcessFromYear3Amt |
| Excess From Year2 | $10,098 | ExcessFromYear2Amt |
| Excess From Year1 | $5,344 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR JAMES G FERGUSON JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BANNER ELK PRESBYTERIAN CHURCH | |||||||
| 420 COLLEGE STREET | BANNER ELK | NC | 28604 | NONE | PUBLIC | RELIGION | $1,700 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 4602 CARY STREET ROAD | RICHMOND | VA | 23226 | NONE | PUBLIC | RELIGION | $325 |
| GOOCHLAND CHRISTMAS MOTHER | |||||||
| P O BOX 322 | GOOCHLAND | VA | 23063 | NONE | PUBLIC | GENERAL | $50 |
| HIGH COUNTY CHARITABLE FOUNDATION | |||||||
| P O BOX 2376 | BANNER ELK | NC | 28604 | NONE | PUBLIC | GENERAL | $3,775 |
| FAIRVIEW SWIM TEAM | |||||||
| 707 BELVEDERE BOULEVARD | CHARLOTTESVILLE | VA | 22901 | NONE | PUBLIC | RELIGION | $103 |
| GREATER BANNER ELK HERITAGE FOUNDAT | |||||||
| 7990 HICKORY NUT GAP | BANNER ELK | NC | 28604 | NONE | PUBLIC | EDUCATION | $150 |
| ASHEVILLE HABITAT | |||||||
| 33 MEADOW ROAD | ASHEVILLE | NC | 28803 | NONE | PUBLIC | GENERAL | $50 |
| NEW OPPORTUNITY SCHOOL | |||||||
| 191 MAIN STREET | BANNER ELK | NC | 28604 | NONE | PUBLIC | EDUCATION | $125 |
| ALS ASSOCIATION | |||||||
| 8100 THREE CHOPT ROAD | RICHMOND | VA | 23229 | NONE | PUBLIC | HEALTH | $100 |
| SALEM COLLEGE | |||||||
| 601 CHURCH STREET | WINSTONSALEM | NC | 27101 | NONE | PUBLIC | EDUCATION | $50 |
| THOREAU SCHOOL OF MUSIC | |||||||
| 2505 CEDAR LANE | VIENNA | VA | 22180 | NONE | PUBLIC | EDUCATION | $100 |
| UNION PRESBYTERIAN SEMINARY | |||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | PUBLIC | RELIGION | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,678 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,380 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,074 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $255,360 | $291,102 |
| STOCKS | AT COST | $4,152 | $80,619 |
| ISHARES MSCI | AT COST | $21,280 | $33,420 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $2,854 | $2,854 |
| TAX PREPARATION FEES | $2,745 | $2,745 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $476 | Amt |