BYRD FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BYRD FAMILY FOUNDATION (EIN 20-5524239)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349103460
- Schema version
- 2024v5.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T13:04:03-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364549119 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBK FINANCIAL INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 HAXALL POINT SUITE 705 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205524239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYRD | BusinessNameControlTxt |
| Phone | 8042127488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 BUFORD RD 379 | AddressLine1Txt |
| City | NORTH CHESTERFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232352423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS R BYRD | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 8042127488 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C WILLIAMS | PreparerPersonNm |
| PTIN | P01384013 | PTIN |
| Phone | 8042371700 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,291,843 | 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 | $9,620 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $284,612 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,329 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,765 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,657 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,691 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,966 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $701 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,898 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,235 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,235 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,513 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,160 | CashBOYAmt |
| Cash EOY | $6,054 | CashEOYAmt |
| Cash EOYFMV | $6,054 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,239 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $899,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $852,050 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,558,330 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $674,732 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $744,964 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $706,220 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $65,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,680,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,624,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,291,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,680,371 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,624,307 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,680,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,624,307 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,680,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,624,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,680,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,513 | ExcessRevenueOverExpensesAmt |
| Other Increases | $866 | OtherIncreasesAmt |
| Subtotal | $1,634,724 | SubtotalAmt |
| Other Decreases | $10,417 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,624,307 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $172,158 | $152,823 | $19,335 | $19,335 | |
| PUBLICLY TRADED SECURITIES | $54,873 | $55,460 | -$587 | -$587 | |
| INVESTMENT IN IMPACTMAKERS | $55,250 | $65,000 | -$9,750 | -$9,750 | |
| CAPITAL GAINS DIVIDENDS | $2,331 | $2,331 | $2,331 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,329 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,387 | OverpaymentAmt |
| Applied To ES Tax | $1,387 | 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 | 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 | THOMAS R BYRD | IndividualWithBooksNm |
| Phone | 8042127488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9481 CREEK SUMMIT CIRCLE | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS R BYRD | ||||||||
| 2711 BUFORD RD 379 | NORTH CHESTERFIELD | VA | 232352423 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| DAISY H BYRD | ||||||||
| 2711 BUFORD RD 379 | NORTH CHESTERFIELD | VA | 232352423 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JASON C BYRD | ||||||||
| 2637 BEACON HILL DR | WEST LINN | OR | 970685614 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MEGAN T BYRD | ||||||||
| 4601 KENNSINGTON AVENUE | RICHMOND | VA | 232261310 | BOARD MEMBER | 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 |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,182,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,040 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,249,608 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,249,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,215,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $613 | TotalTaxAmt |
| Distributable Before Adj | $110,180 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,180 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,180 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,235 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,235 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,180 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,941 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,379 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $17,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,235 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,235 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,945 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,945 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,375 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,375 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,375 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS R BYRD | ContributingManagerNm |
| Contributing Manager | DAISY H BYRD | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS AND DAISY BYRD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 BUFORD RD 379 | AddressLine1Txt |
| City | NORTH CHESTERFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232352423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8042127488 | RecipientPhoneNum |
| Recipient Email Address | TBYRD.TAKECARE@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER STATING REASON FOR REQUEST SPECIFYING THE TERMS OF THE GRANT AND THE PURPOSE FOR WHICH THE FUNDS WILL BE USED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A QUALIFYING CHARITABLE ORGANIZATION UNDER IRC SEC 501(C)(3). THE FOCUS OF THE FOUNDATION IS TO PROVIDE FUNDS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND LITERARY SERVICES TO CHILDREN, THE ELDERLY AND THE UNDERPRIVILEGED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS FOR HUMANITY | |||||||
| 635 SOUTH 25TH STREET | ARLINGTON | VA | 22202 | NONE | PC | GENERAL OPERATING PURPOSES | $5,000 |
| CANCERDANCER | |||||||
| PO BOX 70252 | HENRICO | VA | 23255 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| CARITAS | |||||||
| PO BOX 25790 | RICHMOND | VA | 232605790 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| CENTRAL VIRGINIA FOODBANK | |||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| CHILDREN'S MUSEUM OF RICHMOND | |||||||
| 2626 WEST BROAD STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING PURPOSES | $500 |
| COLONIAL HEIGHTS FOOD PANTRY | |||||||
| 530 SOUTHPARK BLVD | COLONIAL HEIGHTS | VA | 23834 | NONE | PC | GENERAL OPERATING PURPOSES | $1,500 |
| CROSSOVER MINISTRY | |||||||
| 108 COWARDIN AVENUE | RICHMOND | VA | 23224 | NONE | PC | GENERAL OPERATING PURPOSES | $12,500 |
| FIT4KIDS | |||||||
| 2101 MAYWILL STREET | RICHMOND | VA | 23230 | NONE | PC | GENERAL OPERATING PURPOSES | $30,000 |
| GOD'S PANTRY FOOD BANK | |||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | NONE | PC | GENERAL OPERATING PURPOSES | $1,500 |
| GRASSROOT SOCCER INC | |||||||
| 198 CHURCH STREET | NORWICH | VT | 05055 | NONE | PC | GENERAL OPERATING PURPOSES | $2,000 |
| HARVEST HOPE FOOD BANK | |||||||
| 2220 SHOP RD | COLUMBIA | SC | 29201 | NONE | PC | GENERAL OPERATING PURPOSES | $1,500 |
| MEALS ON WHEELS SERVING CENTRAL VIRGINIA | |||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| OREGON FOODBANK | |||||||
| 7900 NE 33RD DRIVE | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING PURPOSES | $1,500 |
| OREGON ZOO FOUNDATION | |||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING PURPOSES | $1,500 |
| ROOM TO READ | |||||||
| 111 SUTTER STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| SCIENCE MUSEUM OF VIRGINIA | |||||||
| 2500 WEST BROAD STREET | RICHMOND | VA | 232202057 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| SHALOM FARMS | |||||||
| 1010 W LABURNUM AVE | RICHMOND | VA | 23227 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| ST LOUIS AREA FOODBANK | |||||||
| 70 CORPORATE WOODS DR | BRIDGETON | MO | 63044 | NONE | PC | GENERAL OPERATING PURPOSES | $1,500 |
| STOP CHILD ABUSE NOW | |||||||
| 103 E GRACE ST | RICHMOND | VA | 23219 | NONE | PC | GENERAL OPERATING PURPOSES | $5,000 |
| THE HEALING PLACE | |||||||
| 700 DINWIDDIE AVE | RICHMOND | VA | 23224 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| THE READ CENTER | |||||||
| 2000 BREMO RD | RICHMOND | VA | 23226 | NONE | PC | GENERAL OPERATING PURPOSES | $500 |
| UPRVA | |||||||
| 4609 WYTHE AVE | RICHMOND | VA | 23226 | NONE | PC | GENERAL OPERATING PURPOSES | $5,000 |
| VIRGINIA HISTORICAL SOCIETY | |||||||
| 428 NORTH BOULEVARD | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING PURPOSES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,000 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,329 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,765 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THOMAS R AND DAISY H BYRD | |||||||
| 1 | 2711 BUFORD RD 379 | NORTH CHESTERFIELD | VA | 23235 | $9,595 | Yes (X) | Yes (X) |
| THOMAS R AND DAISY H BYRD | |||||||
| 2 | 2711 BUFORD RD 379 | NORTH CHESTERFIELD | VA | 23235 | $25 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 75 SHS TTD | NoncashPropertyDesc |
| Fair Market Value | $9,595 | FairMarketValueAmt |
| Received | 2024-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODUCTS & CHEMICALS INC | $39,751 | $39,705 |
| AUTOZONE INC 3.25% DUE 4/15/25 | $20,026 | $19,905 |
| BORGWARNER INC | $25,329 | $24,606 |
| CHEVRON CORP 1.9950% DUE 05/11/2027 | $26,391 | $23,635 |
| CIGNA CORPORATION 4% DUE 3/15/30 | $42,135 | $43,757 |
| CITIGROUP INC. 3.875% DUE 03/26/2025 | $27,217 | $24,934 |
| COMCAST CORP 5.35% DUE 11/15/27 | $25,335 | $25,484 |
| CVS HEALTH CORP 2.875% DUE 06/01/2026 | $25,961 | $24,277 |
| CVS HEALTH CORP 4.3% DUE 03/25/28 | $29,167 | $29,067 |
| DOUBLELINE TOTAL RETURN BD | $79,533 | $63,309 |
| DUKE ENERGY CAROLINAS LLC | $24,994 | $24,584 |
| EMERSON ELECTRIC CO. 1.8% DUE 10/15/2027 | $15,621 | $13,938 |
| EXTRA SPACE STORAGE LP | $15,169 | $14,795 |
| FEDERATED HERMES INSTL HI-YLD BOND FUND | $70,513 | $63,566 |
| HP INC NTS ISIN | $25,012 | $25,228 |
| LOWES COMPANIES, INC. 1.3% DUE 04/15/2028 | $24,980 | $22,349 |
| MOTOROLA SOLUTIONS INC 4.6% DUE 5/23/29 | $34,424 | $34,427 |
| NEXTERA ENERGY CAPITAL HOLDINGS 5% DUE 2/28/30 | $25,331 | $25,047 |
| PULTE HOMES, INC | $26,417 | $25,548 |
| SOUTHERN COMPANY GAS CAPITAL CORPORATION | $25,486 | $24,955 |
| VALERO ENERGY CORP 2.8% DUE 12/1/31 | $20,659 | $21,322 |
| VERIZON COMMUNICATIONS INC | $24,578 | $24,177 |
| WALMART INC | $24,784 | $24,074 |
| WELLS FARGO & CO 3% DUE 4/22/2026 | $27,501 | $24,453 |
| WEYERHAEUSER COMPANY 4% DUE 11/15/29 | $18,650 | $19,078 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INCORPORATED | $48,624 | $105,307 |
| CVS HEALTH CORPORATION | $26,715 | $13,467 |
| ISHARES CORE DIV GRWTH | $259,891 | $441,648 |
| ISHARES CORE MSCI EMG MKT | $75,387 | $73,108 |
| ISHARES CORE S&P 500 | $119,538 | $313,766 |
| ISHARES RUSSELL 1000 GROWTH | $137,932 | $321,264 |
| JPMORGAN CHASE & COMPANY | $22,967 | $47,942 |
| MERCK & COMPANY INCORPORATED | $18,042 | $19,896 |
| MOTOROLLA SOLUTIONS INCORPORATED | $23,540 | $46,223 |
| SALESFORCE COM INCORPORATED | $30,310 | $66,866 |
| TOUCHSTONE MID CAP FUND CLASS Y | $89,104 | $108,843 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK ADJUSTMENT ON CONTRIBUTED SECURITIES | $9,248 |
| BOOK ADJUSTMENT ON DISPOSED SECURITIES | $1,169 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SCC REGISTRATION FEES | $25 | $13 | $12 |
| WIRE FEES | $15 | $8 | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 1099 TIMING DIFFERENCES | Desc |
| Amt | $866 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $19,657 | Amt |
| Net Investment Income | $17,691 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,966 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $233 | $233 | $0 |
| 2024 FEDERAL ESTIMATED TAX PAYMENT | $468 | $468 | $0 |