ROBERT H SPILMAN AND JANE BASSETT SPILMAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H SPILMAN AND JANE BASSETT SPILMAN FOUNDATION (EIN 51-2147293)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201901349349101905
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T11:00:15-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 512147293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H & JANE BASSETT | BusinessNameLine1Txt |
| Business Name Line2 | SPILMAN FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 3365747500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GREEN VALLEY ROAD NO 300 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MRS JANE B SPILMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3365747500 | PhoneNum |
| Signature | 2019-05-10 | 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 | 2019-05-10 | IPDt |
| IP Tm | 13:42:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 675C660CC503692F5690E43D64562C266E86B4A2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8C9AB26703B9B86335770390D2020B30B34587D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $687,692 | 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 | $220 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $220 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $114,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,578 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,149 | 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 |
| Other Prof Fees Rev And Expnss | $3,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,675 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $901 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $356 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,031 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,031 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,672 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,211 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,211 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $39,448 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $39,688 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $411,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $399,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $624,793 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $458,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $462,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $687,692 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $337 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $477 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $337 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $477 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $458,083 | CapitalStockBOYAmt |
| Capital Stock EOY | $462,137 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $458,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $462,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $458,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $462,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $458,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $462,137 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $462,137 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BROWN FORMAN CORP CL B | P | 2018-03-01 | 2018-03-01 | $27 | $27 | $27 | |
| 22SHS CHUBB LIMITED | P | 2018-05-01 | 2018-11-09 | $2,880 | -$94 | -$94 | $2,974 |
| 33SHS BROOKFIELD ASSET MGMT INC CL A LD VT | P | 2013-04-19 | 2018-06-26 | $1,333 | $527 | $527 | $806 |
| 40SHS EXELON CORP | P | 2012-01-23 | 2018-05-01 | $1,604 | $15 | $15 | $1,589 |
| 650SHS FLOWERS FOODS INC | P | 2016-08-31 | 2018-01-30 | $12,612 | $2,943 | $2,943 | $9,669 |
| 355SHS GENERAL ELECTRIC CO | P | 2015-03-31 | 2018-08-10 | $4,533 | -$4,306 | -$4,306 | $8,839 |
| 75SHS HANESBRANDS INC | P | 2016-12-30 | 2018-06-26 | $1,666 | $48 | $48 | $1,618 |
| 221SHS MARATHON OIL CORP | P | 2013-12-19 | 2018-08-10 | $4,502 | -$3,329 | -$3,329 | $7,831 |
| 45SHS ZOETIS INC CL A | P | 2013-07-12 | 2018-06-26 | $3,746 | $2,340 | $2,340 | $1,406 |
| 58SHS CHUBB LIMITED | P | 2016-01-19 | 2018-11-09 | $7,592 | $1,149 | $1,149 | $6,443 |
| 3SHS ALPHABET INC CAP STK CL C | P | 2008-10-01 | 2018-06-26 | $3,232 | $2,612 | $2,612 | $620 |
| 3SHS ALPHABET INC CAP STK CL A | P | 2008-10-01 | 2018-06-26 | $3,251 | $2,632 | $2,632 | $619 |
| 35SHS AMERICAN TOWER CORP NEW REIT | P | 2010-01-26 | 2018-06-26 | $4,954 | $3,455 | $3,455 | $1,499 |
| 96SHS APACHE CORP | P | 2008-10-06 | 2018-08-10 | $4,189 | -$5,185 | -$5,185 | $9,374 |
| 2SHS AUTOZONE INC | P | 2008-10-01 | 2018-06-26 | $1,348 | $1,102 | $1,102 | $246 |
| 8SHS BECTON DICKINSON & CO | P | 2008-10-01 | 2018-06-26 | $1,922 | $1,282 | $1,282 | $640 |
| 18SHS BLACKROCK INC | P | 2010-08-12 | 2018-02-14 | $9,472 | $6,768 | $6,768 | $2,704 |
| 10SHS BROWN FORMAN CORP CL B | P | 2008-10-01 | 2018-02-15 | $685 | $494 | $494 | $191 |
| 50SHS BROWN FORMAN CORP CL B | P | 2008-10-01 | 2018-02-21 | $3,452 | $2,496 | $2,496 | $956 |
| 7SHS COSTCO WHSL CORP NEW | P | 2008-10-01 | 2018-06-26 | $1,472 | $1,020 | $1,020 | $452 |
| 142SHS EXELON CORP | P | 2010-12-17 | 2018-05-01 | $5,694 | -$2,214 | -$2,214 | $7,908 |
| 9SHS L3 TECHNOLOGIES INC | P | 2008-10-01 | 2018-06-26 | $1,736 | $896 | $896 | $840 |
| 33SHS LOWES COS INC | P | 2008-10-06 | 2018-02-14 | $3,177 | $2,508 | $2,508 | $669 |
| 83SHS PRAXAIR INC | P | 2008-10-01 | 2018-10-31 | $13,570 | $7,695 | $7,695 | $5,875 |
| 15000SHS UNITED STATES TREAS BILLS B/E DUE 07/12/18 | P | 2018-05-02 | 2018-06-26 | $14,989 | $40 | $40 | $14,949 |
| CAPITAL GAINS DIVIDENDS | P | $657 | $657 | $657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,578 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,705 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $681,088 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049487 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,046 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $625,972 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,526 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $617,037 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047851 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $602,405 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039010 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,092 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $549,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052953 | DistributionYr5Rt |
| Total Distribution | 0.240495 | TotalDistributionRt |
| Average Distribution | 0.048099 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $711,930 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,243 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $381 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,624 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $762 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $762 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $784 | 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 |
| Individual With Books | OPPENHEIMER CO | IndividualWithBooksNm |
| Phone | 3365747500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GREEN VALLEY ROAD SUITE 300 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JANE B SPILMAN | ||||||||
| 967 DOVER FARM ROAD | MANAKINSABOT | VA | 23103 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| VANCE H SPILMAN | ||||||||
| 5417 CARY STREET ROAD | RICHMOND | VA | 23226 | VICE PRESIDENT | 0.20 | $0 | $0 | $0 |
| VIRGINIA S PERRIN | ||||||||
| 955 DOVER FARM ROAD | MANAKINSABOT | VA | 23103 | VICE PRESIDENT | 0.20 | $0 | $0 | $0 |
| ROBERT H SPILMAN JR | ||||||||
| 310 PLANTATION ROAD | MARTINSVILLE | VA | 24112 | VICE PRESIDENT | 0.20 | $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 |
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 | $686,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $722,772 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $722,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $711,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,597 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,597 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $762 | TotalTaxAmt |
| Distributable Before Adj | $34,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,835 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,835 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,835 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,922 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,922 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,578 | 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 | $28,257 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| WILLIAMS YMCA OF AVERY COUNTY | |||||||
| PO BOX 707 | LINVILLE | NC | 28646 | NONE | CHARITABLE GRANTS | $1,000 | |
| LINVILLE VOLUNTEER FIRE DEPARTMENT | |||||||
| 590 NC-105 | LINVILLE | NC | 28646 | NONE | CHARITABLE GRANTS | $250 | |
| LINVILLE FOUNDATION INC | |||||||
| PO BOX 99 | LINVILLE | NC | 28646 | NONE | CHARITABLE GRANTS | $2,500 | |
| LINVILLE CENTRAL RESCUE SQUAD INC | |||||||
| PO BOX 716 | NEWLAND | NC | 28657 | NONE | CHARITABLE GRANTS | $250 | |
| LEWIS GINTER BOTANICAL GARDEN | |||||||
| 1800 LAKESIDE AVENUE | RICHMOND | VA | 23228 | NONE | CHARITABLE GRANTS | $2,500 | |
| HOLLIS UNIVERSITY | |||||||
| PO BOX 9629 | ROANOKE | VA | 24020 | NONE | CHARITABLE GRANTS | $3,000 | |
| FRIENDS OF BARANABAS FOUNDATION | |||||||
| 312 FAIRY STREET EXT SUITE 201 | MARTINSVILLE | VA | 24112 | NONE | CHARITABLE GRANTS | $500 | |
| CROSSNORE SCHOOL | |||||||
| PO BOX 249 | CROSSNORE | NC | 28616 | NONE | CHARITABLE GRANTS | $1,500 | |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | CHARITABLE GRANTS | $1,500 | |
| VCU PARKINSON'S AND MOVEMENT DISORDERS CENTER | |||||||
| PO BOX 980539 | RICHMOND | VA | 23298 | NONE | CHARITABLE GRANTS | $1,500 | |
| BASSETT HISTORICAL CENTER | |||||||
| 3964 FAIRYSTONE PARK HIGHWAY | BASSETT | VA | 24055 | NONE | CHARITABLE GRANTS | $2,500 | |
| WOODBERRY FOREST SCHOOL | |||||||
| 402 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NONE | CHARITABLE GRANTS | $1,000 | |
| WEE KIRK PRESBYTERIAN CHURCH | |||||||
| PO BOX 702 | LINVILLE | NC | 28646 | NONE | CHARITABLE GRANTS | $1,000 | |
| VIRGINIA OPERA | |||||||
| PO BOX 784 | RICHMOND | VA | 23218 | NONE | CHARITABLE GRANTS | $2,000 | |
| VIRGINIA LITERACY FOUNDATION | |||||||
| 413 STUART CIRCLE EXECUTIVE SUITE | RICHMOND | VA | 23220 | NONE | CHARITABLE GRANTS | $1,000 | 303 |
| VIRGINIA MUSEUM OF HISTORY AND CULTURE | |||||||
| PO BOX 7311 | RICHMOND | VA | 23221 | NONE | CHARITABLE GRANTSCHARITABLE GRANTS | $3,000 | |
| VALENTINE RICHMOND HISTORY CENTER | |||||||
| 1015 EAST CLAY STREET | RICHMOND | VA | 23220 | NONE | CHARITABLE GRANTS | $1,000 | |
| ST CATHERINE'S SCHOOL | |||||||
| 6001 GROVE AVENUE | RICHMOND | VA | 23226 | NONE | CHARITABLE GRANTS | $2,500 | |
| PIEDMONT ARTS ASSOCIATION | |||||||
| 215 STARLING AVENUE | MARTINSVILLE | VA | 24112 | NONE | CHARITABLE GRANTS | $1,000 | |
| MAYMOUNT FOUNDATION | |||||||
| 1700 HAMPTON STREET | RICHMOND | VA | 23220 | NONE | CHARITABLE GRANTS | $1,500 | |
| THE ETHEL WALKER SCHOOL | |||||||
| 230 BUSHY HILL ROAD | SIMSBURY | CT | 06070 | NONE | CHARITABLE GRANTS | $1,000 | |
| ELK HILL FARM | |||||||
| PO BOX 99 | GOOCHLAND | VA | 23063 | NONE | CHARITABLE GRANTS | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,500 | 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 | $220 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,351 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,578 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,149 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - COMMON STOCK | $276,355 | $503,589 |
| MUTUAL FUNDS - OPENED END FUNDS | $123,600 | $121,204 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $39,448 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $39,688 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTY | Desc |
| Revenue And Expenses Per Books | $19 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY BASIS ADJUSTMENT | Desc |
| BOY Book Value | $337 | BOYBookValueAmt |
| EOY Book Value | $477 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,675 | Amt |
| Net Investment Income | $3,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $356 | $356 | $0 |
| FEDERAL INCOME TAXES | $545 | $0 | $0 |