TITMUS FOUNDATION INCORPORATED: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TITMUS FOUNDATION INCORPORATED (EIN 54-6051332)
- Tax period
- 2018-02-01 to 2019-01-31
- Filed
- 2019-06-14
- IRS object ID
- 201931659349100618
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-14T14:37:32-05:00 | ReturnTs |
| Tax Period End | 2019-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540565834 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL WIGGINS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FLANK ROAD | AddressLine1Txt |
| City | PETERSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 238059152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546051332 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TITMUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TITM | BusinessNameControlTxt |
| Phone | 8042655834 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 10 | AddressLine1Txt |
| City | SUTHERLAND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23885 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR EDWARD TITMUS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8042655834 | PhoneNum |
| Signature | 2019-06-12 | 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 | 2019-06-12 | IPDt |
| IP Tm | 14:08:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A089AA9A4842BB4CCA2547D98CC708A59152DB1F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 18564A22411FE503EB1D5C53B3682EE0A637F262 | 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 | $24,691,879 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $99,405 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99,405 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $719,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $719,186 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,500 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4,500 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $4,500 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $35,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $304,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,487 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,720 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,720 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $869,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $869,298 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $171,650 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $71,850 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $99,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,096 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $28,048 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,048 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,720 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,080 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $734 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $293 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $441 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,972 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,269 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $11,952 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,707 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,707 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $18,687 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,475 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,212 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $148 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $148 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,228 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,919 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $332,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $179,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,079,232 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,079,232 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,411,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,258,832 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$542,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $724,708 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,197 | CashBOYAmt |
| Cash EOY | $241,722 | CashEOYAmt |
| Cash EOYFMV | $241,722 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,334,303 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,102,113 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,334,303 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,334,303 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,731,823 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,713,055 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,268,009 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $596,549 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $596,549 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $596,549 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,582,700 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $110,651 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,616 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $38,010 | LandBOYAmt |
| Land EOY | $43,035 | LandEOYAmt |
| Land EOYFMV | $43,035 | LandEOYFMVAmt |
| Other Assets BOY | -$12,659 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,401 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $222,110 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,473,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,931,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,691,879 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $669 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $710 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $669 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $710 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $9,472,364 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,930,355 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,472,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,930,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,473,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,931,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,472,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$542,009 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,930,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,930,355 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1460SHS BB&T CORP | P | 2014-11-21 | 2018-06-14 | $36,986 | $35,569 | $1,417 | $1,417 |
| 5450SHS BB&T CORP | P | 2014-12-31 | 2018-06-14 | $115,010 | $110,631 | $4,379 | $4,379 |
| 5000SHS BB&T CORP | P | 2015-06-01 | 2018-06-14 | $126,663 | $122,865 | $3,798 | $3,798 |
| .68SHS RESIDEO TECHNOLOGIES INCORP | P | 2007-02-02 | 2018-11-01 | $13 | $3 | $10 | $10 |
| CAPITAL GAIN DIVIDENDS | P | 2018-12-31 | 2019-01-31 | $25,883 | $25,883 | $25,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,487 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,241,844 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,680,603 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048357 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,235,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,882,348 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049661 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,266,388 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,959,696 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050737 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,218,335 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,346,017 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046244 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,052,341 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,465,791 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043013 | DistributionYr5Rt |
| Total Distribution | 0.238012 | TotalDistributionRt |
| Average Distribution | 0.047602 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,929,826 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,186,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,247 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,193,957 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,258,832 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,247 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,247 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,247 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $1,013 | OverpaymentAmt |
| Applied To ES Tax | $1,013 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD B TITMUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042655834 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 10 | AddressLine1Txt |
| City | SUTHERLAND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23885 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD B TITMUS | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | PRESIDENT | 30.00 | $80,025 | $0 | $0 |
| WILLIAM D ALLEN III | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | VICE PRESIDENT/COUNSEL | 1.00 | $525 | $0 | $0 |
| JAMES A BABER IV | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EDWARD H TITMUS III | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | EXECUTIVE VICE-PRESIDENT | 30.00 | $45,025 | $0 | $0 |
| KIMBERLY T PRZYBYL | ||||||||
| PO BOX 10 | SUTHERLAND | NC | 23885 | SECRETARY | 30.00 | $45,025 | $0 | $0 |
| WILLIAM A YOUNG JR | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | TREASURER | 1.00 | $525 | $0 | $0 |
| ANDREW J WHITE | ||||||||
| PO BOX 10 | SUTHERLAND | VA | 23885 | VICE PRESIDENT | 1.00 | $525 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,808,084 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,354,340 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,309,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,309,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $379,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,929,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,246,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,246,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,247 | TotalTaxAmt |
| Distributable Before Adj | $1,239,244 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,239,244 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,239,244 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,258,832 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,258,832 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,247 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,251,585 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,239,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,252,508 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,258,832 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,252,508 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,232,920 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD B TITMUS THE TITMUS FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10 | AddressLine1Txt |
| City | SUTHERLAND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23885 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8042655834 | RecipientPhoneNum |
| Form And Info And Materials | A FORMAL APPLICATION IS NOT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABUNDANT LIFE MINISTRIES | ||||||
| PO BOX 71 | CHARLOTTESVILLE | VA | 22902 | NONE | GENERAL SUPPORT | $5,000 |
| ACCESS NOW INC | ||||||
| 2821 EMERYWOOD PARKWAY STE 200 | RICHMOND | VA | 23294 | NONE | MEDICAL CARE FOR UNINSURED | $5,000 |
| AIRFIELD 4-H CENTER | ||||||
| 15189 AIRFIELD RD | WAKEFIELD | VA | 23888 | NONE | MEREDITH COTTAGE IMPROVEMENTS | $5,000 |
| ALICE LLOYD COLLEGE | ||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | GENERAL SUPPORT | $5,000 |
| ALZHEIMER'S ASSOC-GREATER RICHMOND | ||||||
| 4600 COX RD STE 130 | GLEN ALLEN | VA | 23060 | NONE | GENERAL SUPPORT | $2,500 |
| ASK CHILD CANCER FOUNDATION | ||||||
| 5211 W BROAD ST STE 102 | RICHMOND | VA | 23230 | NONE | ASK CHAPLAIN POSITION | $39,000 |
| BAPTIST GENERAL ASSOCIATION OF VA | ||||||
| 2828 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | NONE | TO MATCH MIDDLE DISTRICT'S 2018 CONTRIBUTION | $5,000 |
| BAPTISTS ON MISSION | ||||||
| P0 BOX 1107 | CARY | NC | 27512 | NONE | HURRICANE FLORENCE RELIEF | $5,000 |
| BAPTIST RETIREMENT HOMES OF NC | ||||||
| 1199 HAYES FOREST DRIVE | WINSTONSALEM | NC | 27106 | NONE | "LIFE AT HOME" PROGRAM | $5,000 |
| BARTON COLLEGE | ||||||
| PO BOX 5000 | WILSON | NC | 27893 | NONE | FINAL PMT. ON PLEDGE | $25,000 |
| BEECH BRANCH BAPTIST CHURCH | ||||||
| 1 SARDIS | SARDIS | GA | 30456 | NONE | IN MEM. OF CARRIE BUTLER BURKE | $1,500 |
| BENEDICTINE SISTERS OF VIRGINIA | ||||||
| 9535 LINTON HALL RD | BRISTOW | VA | 20136 | NONE | BEACON SHINES 2019 PROJECT | $5,000 |
| BENNETT COLLEGE | ||||||
| 900 E WASHINGTON ST | GREENSBORO | NC | 27401 | NONE | SCHOLARSHIPS IN HONOR OF SARAH FRANCES STRIGGLES DAVIS '61 | $5,000 |
| BEREA COLLEGE | ||||||
| CPO 2216 | BEREA | KY | 40404 | NONE | TITMUS SCHOLARSHIP | $5,000 |
| BETHANY HOUSE OF NORTHERN VA INC | ||||||
| 6601 LITTLE RIVER TURNPIKE STE 110 | ALEXANDRIA | VA | 22312 | NONE | ASSISTANCE FOR VICTIMS OF DOMESTIC ABUSE | $3,000 |
| BIG BROTHERS BIG SISTERS OF GREATER RIC | ||||||
| 1707 SUMMIT AVE STE 200 | RICHMOND | VA | 23230 | NONE | SITE-BASED MENTORING RELATIONSHIPS | $5,000 |
| BOY SCOUTS OF AMERICA | ||||||
| PO BOX 6809 | RICHMOND | VA | 23230 | NONE | 2ND PMT. ON $125,000 PLEDGE | $25,000 |
| BRADLEY FREE CLINIC | ||||||
| 1240 THIRD STREET SW | ROANOKE | VA | 24016 | NONE | 1ST PMT. ON $100,000 PLEDGE | $20,000 |
| BROTHERHOOD OF US VETERANS | ||||||
| 3015 BROAD ROCK BLVD | RICHMOND | VA | 23224 | NONE | RENOVATIONS | $5,000 |
| CAMP HOLIDAY TRAILS | ||||||
| 400 HOLIDAY TRAILS LANE | CHARLOTTESVILLE | VA | 22903 | NONE | TO ASSIST WITH REP. DUE TO RAINFALL THIS YEAR | $18,650 |
| CARES | ||||||
| PO BOX 1167 | PETERSBURG | VA | 23804 | NONE | GENERAL SUPPORT | $5,700 |
| CATAWBA MEDICAL FOUNDATION | ||||||
| 810 FAIRGROVE CHURCH RD SE | HICKORY | NC | 28602 | NONE | FINAL PMT. ON PLEDGE FOR A NEW MOBILE MAMMOGRAPHY UNIT | $50,000 |
| CELEBRATE RVA | ||||||
| 2920 W BROAD ST | RICHMOND | VA | 23230 | NONE | TO GIVE 250CHILDREN THE EXPERIENCE OF LOVE AND JOY ON THEIR BIRTHDAY | $5,525 |
| CENTRAL BAPTIST CHURCH | ||||||
| PO BOX 159 | CHURCH ROAD | VA | 23833 | NONE | DIXIE YOUTH SOFTBALL | $2,500 |
| CHESTERFIELD FOOD BANK | ||||||
| 12211 IRON BRIDGE RD | CHESTER | VA | 23831 | NONE | FEEDING FAMILIES | $5,000 |
| CHILDREN FIRSTCIS OF BUNCOMBE COUNTY E | ||||||
| 50 S FRENCH BROAD AVE STE 246 | ASHEVILLE | NC | 28801 | NONE | LEARNING CENTERS PROGRAM | $5,000 |
| CHILDREN'S MUSEUM OF RICHMOND | ||||||
| 2626 WEST BROAD ST | RICHMOND | VA | 23220 | NONE | FIELD TRIP PROGRAMMING | $3,500 |
| CIRCLE CENTER ADULT DAY SERVICES | ||||||
| 4900 W MARSHALL ST | RICHMOND | VA | 23230 | NONE | PROGRAM SERVICES | $5,000 |
| COMMONWEALTH CATHOLIC CHARITIES | ||||||
| 1601 ROLLING HILLS DR | RICHMOND | VA | 23229 | NONE | RICHMOND AREA HOMELESS | $5,000 |
| CONEXUS | ||||||
| 11618 BUSY ST | RICHMOND | VA | 23236 | NONE | GENERAL SUPPORT | $10,000 |
| DEPAUL COMMUNITY RESOURCES | ||||||
| 5650 HOLLINS RD | ROANOKE | VA | 24019 | NONE | 2ND PMT. ON $100,000 PLEDGE | $20,000 |
| DINWIDDIE BABE RUTH BASEBALL LEAGUE | ||||||
| 15704 GATEWOOD RD | DINWIDDIE | VA | 23841 | NONE | TRAVEL FOR GAMES | $5,000 |
| DOWNTOWN CHURCHES UNITED INC | ||||||
| PO BOX 1202 | PETERSBURG | VA | 23804 | NONE | NEEDS AS SPECIFIED IN PROPOSAL | $5,000 |
| ELIJAH HOUSE ACADEMY | ||||||
| 6627-B JAHNKE RD | RICHMOND | VA | 23225 | NONE | SCHOLARSHIPS FOR NEEDY STUDENTS | $5,000 |
| ELK HILL | ||||||
| PO BOX 99 | GOOCHLAND | VA | 23063 | NONE | READING INTERVENTION PROGRAM | $50,000 |
| FIRST MCCOY BAPTIST CHURCH | ||||||
| 1 SARDIS | SARDIS | GA | 30456 | NONE | IN MEM. ALLIE JO & WATSON STRIGGLES | $1,500 |
| FLITE FOUNDATION | ||||||
| 32 W WASHINGTON ST | PETERSBURG | VA | 23803 | NONE | ASSISTANCE TO VETERAN | $5,000 |
| FOLAR | ||||||
| PO BOX 1808 | PETERSBURG | VA | 23805 | NONE | MATCHING FUNDS TOWARD MARY MORTON PARSONS FOUNDATIONS CHALLENGE | $5,000 |
| FORD VOLUNTEER FIRE DEPARTMENT | ||||||
| PO BOX 186 | CHURCH ROAD | VA | 23833 | NONE | GENERAL SUPPORT | $5,000 |
| FORKIDS | ||||||
| PO BOX 6044 | NORFOLK | VA | 23508 | NONE | CAPITAL CAMPAIGN | $5,000 |
| GRACE MINISTRIES USA | ||||||
| PO BOX 595 | WAKE FOREST | NC | 27588 | NONE | MISSION SUPPORT | $5,000 |
| HEALTH BRIGADE | ||||||
| 1010 N THOMPSON ST | RICHMOND | VA | 23230 | NONE | MEDICAL CARE FOR UNINSURED | $5,000 |
| HOME AGAIN | ||||||
| 5 E FRANKLIN ST | RICHMOND | VA | 23220 | NONE | EMERGENCY SHELTER | $5,000 |
| HOSPITAL HOSPITALITY HOUSE | ||||||
| 612 E MARSHALL ST | RICHMOND | VA | 23219 | NONE | DIRECT SER. OF VA & NC RESIDENTS | $5,000 |
| HOUSE OF MERCY INC | ||||||
| 100 MCAULEY CIRCLE | BELMONT | NC | 28012 | NONE | OPERATING EXPENSES | $1,000 |
| HUMAN KIND | ||||||
| 150 LINDEN AVE | LYNCHBURG | VA | 24503 | NONE | TO PURCHASE A | $15,000 |
| J SARGEANT REYNOLDS | ||||||
| 1651 EAST PARHAM RD | RICHMOND | VA | 23261 | NONE | TO ASST. IN A PART- | $25,000 |
| JACKSON-FIELD HOMES | ||||||
| 2800 PATTERSON AVE STE 302 | RICHMOND | VA | 23221 | NONE | TO HELP BUILD AN OUTDOOR REC. FACILITY J. A. FINANCE PARK | $25,000 |
| JUNIOR ACHIEVEMENT OF CENTRAL VIRGINIA | ||||||
| 1801 LIBBIE AVE STE 203 | RICHMOND | VA | 23226 | NONE | J. A. FINANCE PARK | $5,000 |
| LATISHA'S HOUSE FOUNDATION | ||||||
| 5219 MONTICELLO AVE 5817 | WILLIAMSBURG | VA | 23188 | NONE | SUPPORT SERVICES | $2,500 |
| LEWIS GINTER BOTANICAL GARDEN | ||||||
| 1800 LAKESIDE AVE | RICHMOND | VA | 23228 | NONE | TO SUPPORT CHILDREN'S ENVIRONMENTAL EDUCATION | $5,000 |
| LITTLE SISTERS OFTHE POOR | ||||||
| 1503 MICHAELS RD | HENRICO | VA | 23229 | NONE | 150THANNIVERSARY | $5,000 |
| LUTHERAN FAMILY SERVICES OFVIRGINIA | ||||||
| 2609 MCVITTY RD | ROANOKE | VA | 24018 | NONE | MATCHING GRANT | $5,000 |
| MARMORA BAPTIST CHURCH | ||||||
| 2901 EXETER MILL RD | CHURCH ROAD | VA | 23833 | NONE | GENERAL SUPPORT | $5,000 |
| MATOACA HIGH SCHOOL | ||||||
| 17700 LONGHOUSE LANE | CHESTERFIELD | VA | 23838 | NONE | ATHLETIC EQUIPMENT | $5,000 |
| MERCY MEDICAL ANGELS | ||||||
| 4620 HAYGOOD RD STE 1 | VIRGINIA BEACH | VA | 23455 | NONE | SERVICE DOGS | $5,000 |
| NAMOZINE VOLUNTEER FIRE & EMS | ||||||
| 3913 PELHAM SR | PETERSBURG | VA | 23803 | NONE | GENERAL SUPPORT | $5,000 |
| NATIONAL CHILD SAFETY COUNCIL | ||||||
| PO BOX 120 | DINWIDDIE | VA | 23841 | NONE | DRUG PREVENTION | $2,500 |
| NEW SONG FELLOWSHIP | ||||||
| 865 WOODSTOCK RD | VIRGINIA BEACH | VA | 23464 | NONE | FINANCIAL PEACE UNIVERSITY | $1,500 |
| NC AGRICULTURAL FOUNDATION INC | ||||||
| BOX 7645NCSU | RALEIGH | NC | 27690 | NONE | PMT. ON PLEDGE FOR THE HOWLING COW CREAMERY | $50,000 |
| NC AGRICULTURAL FOUNDATION INC | ||||||
| BOX 7645 NCSU | RALEIGH | NC | 27690 | NONE | PMT. ON PLEDGE FOR THE HOWLING COW CREAMERY | $50,000 |
| NCSU FOUNDATION LNC-DASA | ||||||
| CAMPUS BOX 7306 | RALEIGH | NC | 27695 | NONE | 1STPMT. ON $10,000 PLEDGER FOR THE JOHN C. MCLLWEE THEATRE ENDOWMENT | $5,000 |
| NCSU FOUNDATION LNC-DASA | ||||||
| CAMPUS BOX 7306 | RALEIGH | NC | 27695 | NONE | FINAL PMT. ON $10,000 PLEDGE FOR THE JOHN C. MCLLWEE THEATRE ENDOWMENT | $5,000 |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||
| 10455 WHITE GRANITE DR STE 100 | OAKTON | VA | 22124 | NONE | MENTAL HEALTH SERVICE | $2,000 |
| OCRAN UNITED METHODIST CHURCH | ||||||
| PO BOX 309 | SUTHERLAND | VA | 23885 | NONE | HURRICANE FLORENCE RELIEF & RECOVERY EFFORTS | $10,000 |
| PETERSBURG LIBRARY FOUNDATION | ||||||
| PO BOX 3435 | PETERSBURG | VA | 23805 | NONE | PROGRAMS AT LIBRARY AS REQUESTED | $5,000 |
| PIEDMONT VIRGINIA COMMUNITY COLLEGE | ||||||
| 501 COLLEGE DRIVE | CHARLOTTESVILLE | VA | 22902 | NONE | DONATION FOR SCHOLARSHIPS | $5,000 |
| PREGNANCY SUPPORT CTR OFTHE TRI-CITIES | ||||||
| 700 SOUTH SYCAMORE ST STE 12 | PETERSBURG | VA | 23803 | NONE | SERVICES & MATERIALS | $5,000 |
| PRESERVATION NC | ||||||
| 220 FAYETTEVILLE ST STE 200 | RALEIGH | NC | 27611 | NONE | RELOCATION OF HAIL HOUSE & GRAVES FIELDS HOUSE | $5,000 |
| PRESERVATION VIRGINIA | ||||||
| 204 W FRANKLIN ST | RICHMOND | VA | 23220 | NONE | TO SUP. WORK IN PETERSBURG | $5,000 |
| RAMPS | ||||||
| 1114 WESTBRIAR DR STE D | RICHMOND | VA | 23238 | NONE | WHEELCHAIR RAMPS FOR THE NEEDY | $3,000 |
| RICHMOND FRIENDS OFTHE HOMELESS LTD C | ||||||
| 4600 JAYDEE DR | MOSELEY | VA | 23120 | NONE | PROGRAM SUPPORT | $5,000 |
| RISE AGAINST HUNGER | ||||||
| 2501 CLARK AVE STE 301 | RALEIGH | NC | 27607 | NONE | MEAL PACKING EVENT WAKE FOREST UMC | $10,000 |
| RIVERSIDE SCHOOL | ||||||
| 2110 MCRAE RD | NORTH CHESTERFIELD | VA | 23235 | NONE | LANGUAGE FUNDAMENTALS PROGRAM | $5,000 |
| ST ANDREW'S SCHOOL | ||||||
| 227 SOUTH CHERRY ST | RICHMOND | VA | 23225 | NONE | SCHOLARSHIP ASSIST. | $5,000 |
| ST JOHN BAPTIST CHURCH | ||||||
| 155 ST JOHN CHURCH ROAD | TAPPAHANNOCK | VA | 22560 | NONE | ASSISTANCE IN BUILDING COSTS | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 2ND PMT. ON $100,000 PLEDGE | $20,000 |
| ST MARY'S HEALTH WAGON | ||||||
| PO BOX 7070 | WISE | VA | 24293 | NONE | FINAL PMT. ON PLEDGE FOR THE BRIGHTER FUTURE FOR SOUTHWEST VIRGINIA CAMPAIGN | $100,000 |
| SAFE ALLIANCE | ||||||
| 601 E FIFTH ST STE 400 | CHARLOTTE | NC | 28202 | NONE | FAMILY FOCUSED PROGRAMMING | $5,000 |
| SAINT FRANCIS HOME | ||||||
| 65 W CLOPTON ST | RICHMOND | VA | 23225 | NONE | GAP FUNDING PROGRAM | $5,000 |
| SAINT JOSEPH ELEMENTARY SCHOOL | ||||||
| 123 FRANKLIN ST | PETERSBURG | VA | 23803 | NONE | CAPITAL CAMPAIGN | $5,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | HURRICANE FLORENCE FLOOD RELIEF | $10,000 |
| SCIENCE MUSEUM OF VIRGINIA | ||||||
| PO BOX 11624 | RICHMOND | VA | 23230 | NONE | FINAL PMT. ON PLEDGE FOR THE INSPIRE THE WORLD CAMPAIGN | $25,000 |
| SECOND MCCOY BAPTIST CHURCH | ||||||
| 1 SARDIS | SARDIS | GA | 30456 | NONE | IN MEM. OF MARK BURKE | $1,500 |
| SERENITY | ||||||
| PO BOX 131 | PETERSBURG | VA | 23804 | NONE | GENERAL SUPPORT | $5,000 |
| SHENANDOAH UNIVERSITY | ||||||
| 1460 UNIVERSITY DR | WINCHESTER | VA | 22601 | NONE | THE TITMUS FOUNDATION ENDOWED SCHOLARSHIP | $5,000 |
| SOUTHSIDE VA COM COLLEGE FOUND INC | ||||||
| 109 CAMPUS DR | ALBERTA | VA | 23821 | NONE | EDUCATION INSTEAD OF INCARCERATION PROGRAM | $5,000 |
| SPECIAL OLYMPICS OF NORTH CAROLINA | ||||||
| 2200 GATEWAY CENTRE BLVD STE 201 | MORRISVILLE | NC | 27560 | NONE | NC SPECIAL OLYMPICS ATHLETES | $5,000 |
| SPECIAL OLYMPICS VIRGINIA | ||||||
| 3212 SKIPWITH RD STE 100 | RICHMOND | VA | 23294 | NONE | PROGRAMS | $4,995 |
| SUTHERLAND ELEMENTARY SCHOOL | ||||||
| 6000 RB PAMPLIN DR | SUTHERLAND | VA | 23885 | NONE | YEAR END FIELD TRIP | $3,974 |
| THE ARC OFCENTRAL VIRGINIA | ||||||
| 1508 BEDFORD AVE | LYNCHBURG | VA | 24504 | NONE | 15 SCHOLARSHIPS FOR CAMP | $2,625 |
| THE BRIDGE MINISTRY | ||||||
| 3054 DIXIE HILL RD | BUCKINGHAM | VA | 23921 | NONE | LAWN EQUIPMENT & TOOL & EQUIP. REPLACEMENT | $22,500 |
| THE BRIDGE MINISTRY | ||||||
| 3054 DIXIE HILL RD | BUCKINGHAM | VA | 23921 | NONE | FINAL PMT. ON PLEDGE PLUS $2,500 | $25,000 |
| THE CHILDREN'S HOME OFVA BAPTISTS | ||||||
| 6900 HICKORY RD | PETERSBURG | VA | 23803 | NONE | FOUNDER'S DAY | $1,200 |
| THE EPISCOPAL DIOCESE OFVIRGINIA | ||||||
| 110 WEST FRANKLIN ST | RICHMOND | VA | 23220 | NONE | CAMP PROGRAM AT SHRINE MONT CONF. CENTER | $5,000 |
| THE JAMES HOUSE | ||||||
| 6610 COMMONS DR STE C | PRINCE GEORGE | VA | 23875 | NONE | DOMESTIC VIOLENCE INTERVENTION PROGRAM | $5,000 |
| THE SALVATION ARMY | ||||||
| 2 W GRACE ST | RICHMOND | VA | 23241 | NONE | TO HELP RENOVATE BOYS & GIRLS CLUB | $25,000 |
| TOGETHER FOR TANZANIA | ||||||
| PO BOX 395 | POWHATAN | VA | 23139 | NONE | SCHOLARSHIPS | $5,000 |
| TRIANGLE FAMILY SERVICE | ||||||
| 3937 WESTERN BLVD | RALEIGH | NC | 27606 | NONE | REENTRY INITIATIVE | $5,000 |
| TRINITY MISSIONARY BAP CH OFGIC | ||||||
| 233 HALIFAX ST | PETERSBURG | VA | 23803 | NONE | TO HELP PURCHASE RAILINGS FOR HANDICAPPED RAMP | $5,000 |
| TRINITY UNITED METHODIST CHURCH | ||||||
| 10021 COUNTY DR | DISPUTANTA | VA | 23842 | NONE | UMCOR-HURRICANE RELIEF | $5,000 |
| UNION BRANCH BAPTIST CHURCH | ||||||
| 3356 UNION BRANCH RD | S PRINCE GEORGE | VA | 23805 | NONE | BASKETBALL CAMP | $3,000 |
| UNIVERSITY OFTHE CUMBERLANDS | ||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | NONE | WORKSHIP PROGRAM | $5,000 |
| VA BAP CHILDRENS HOME & FAMILY SER | ||||||
| 860 MOUNT VERNON LANE | SALEM | VA | 24153 | NONE | FOUNDER'S DAY | $1,000 |
| VIRGINIA BAPTIST HOMES FOUNDATION | ||||||
| 3961 STILLMAN PARKWAY | GLEN ALLEN | VA | 23060 | NONE | LIFESPIRE OF VIRGINIA | $5,000 |
| VIRGINIA HEALTH CARE FOUNDATION | ||||||
| 707 E MAIN ST STE 1350 | RICHMOND | VA | 23219 | NONE | MEDICATION & DENTAL CARE | $5,000 |
| VIRGINIA SUPPORTIVE HOUSING | ||||||
| 8002 DISCOVERY DR STE 201 | RICHMOND | VA | 23229 | NONE | SUPPORTIVE HOUSING | $5,000 |
| WAKE FOREST UNITED METHODIST CHURCH | ||||||
| 905 SOUTH MAIN ST | WAKE FOREST | NC | 27587 | NONE | HURRICANE FLORENCE RELIEF & RECOVERY EFFORTS | $10,000 |
| WESLEY UNITED METHODIST CHURCH | ||||||
| 2901 NORFOLK ST | HOPEWELL | VA | 23860 | NONE | MIDDLE SCHOOL STUDENT PROJECT | $5,000 |
| WEST END BAPTIST CHURCH | ||||||
| 6506 BOYDTON PLANK RD | PETERSBURG | VA | 23803 | NONE | HURRICANE FLORENCE DISASTER RELIEF | $5,000 |
| WILSON COUNTY PARTNERSHIP FOR CHILDREN | ||||||
| 109 PARK AVE WEST | WILSON | NC | 27894 | NONE | TO MATCH FEDERAL MONEY FOR SHAPE NC PROGRAM | $5,000 |
| WILLIAMSBURG AREA MEALS ON WHEELS | ||||||
| PO BOX 709 | WILLIAMSBURG | VA | 23187 | NONE | GENERAL SUPPORT | $2,500 |
| WORLD PEDIATRIC PROJECT | ||||||
| 7201 GLEN FOREST DR STE 304 | RICHMOND | VA | 23226 | NONE | TO SUP. THE WORLD PEDIATRIC PROJECT SURGERY | $5,000 |
| ZION BAPTIST CHURCH | ||||||
| 225 BYRNE ST | PETERSBURG | VA | 23803 | NONE | ANDREW J. AND GRACIE J. WHITE, SR. MULTI-PURPOSE ROOM | $5,000 |
| PLAINS ALL AMERICANT PIPELINE LP | ||||||
| 333 CLAY STREET SUITE 1600 | HOUSTON | TX | 77002 | NONE | CONTRIBUTION REPORTED ON 2018 FORM K-1 | $11 |
| NUSTAR ENTERGY LP | ||||||
| PO BOX 781609 | SAN ANTONIO | TX | 78278 | NONE | CONTRIBUTION REPORTED ON 2018 FORM K-1 | $52 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,079,232 | 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 | $99,405 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $719,186 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $4,500 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,720 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $869,298 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $869,298 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,800 | Amt |
| Net Investment Income | $2,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,080 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| TYPEWRITER IBM | 1981-01-31 | $1,076 | $1,076 | SL | 5.000000000000 | $0 | $0 | $0 |
| FILE CABINET | 1987-07-29 | $138 | $138 | SL | 10.000000000000 | $0 | $0 | $0 |
| DRAPERIES | 1993-07-27 | $856 | $856 | SL | 10.000000000000 | $0 | $0 | $0 |
| CABINETS FOR OFFICE | 1993-08-10 | $1,466 | $1,466 | SL | 10.000000000000 | $0 | $0 | $0 |
| CARPET & BLINDS | 1993-08-13 | $1,895 | $1,895 | SL | 10.000000000000 | $0 | $0 | $0 |
| LATERAL FILE 4 DR | 1993-09-02 | $939 | $939 | SL | 10.000000000000 | $0 | $0 | $0 |
| COAT RACK | 1993-09-02 | $195 | $195 | SL | 10.000000000000 | $0 | $0 | $0 |
| SIDE CHAIRS 6 | 1993-09-02 | $3,390 | $3,390 | SL | 10.000000000000 | $0 | $0 | $0 |
| ELECTRIC RANGE | 1994-02-22 | $652 | $652 | SL | 10.000000000000 | $0 | $0 | $0 |
| REFRIGERATOR | 1994-02-22 | $1,282 | $1,282 | SL | 10.000000000000 | $0 | $0 | $0 |
| AMERICAN CHEST | 1996-12-02 | $8,047 | $8,047 | SL | 10.000000000000 | $0 | $0 | $0 |
| WALNUT DESK | 1996-12-02 | $4,598 | $4,598 | SL | 10.000000000000 | $0 | $0 | $0 |
| CHIPPENDALE CHAIR | 1996-12-02 | $690 | $690 | SL | 10.000000000000 | $0 | $0 | $0 |
| WALNUT CANDLE STAND | 1996-12-02 | $460 | $460 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 1997-03-18 | $1,563 | $1,563 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFFICE CABINETS | 2001-04-27 | $3,625 | $3,538 | SL | 10.000000000000 | $0 | $0 | $0 |
| DELL DIMENSION 8300 COMPUTER | 2003-09-30 | $1,950 | $1,950 | SL | 10.000000000000 | $0 | $0 | $0 |
| FARM HOUSE RENOVATION | 1993-09-02 | $11,172 | $6,976 | SL | 39.000000000000 | $286 | $0 | $286 |
| LANDSCAPING | 1995-01-31 | $11,696 | $11,696 | SL | 20.000000000000 | $0 | $0 | $0 |
| WHIPPERNOCK NEW ROOF | 2000-08-08 | $10,368 | $4,644 | SL | 39.000000000000 | $266 | $0 | $266 |
| AIR CONDITIONING UNIT CK30 | 2001-05-09 | $1,350 | $584 | SL | 39.000000000000 | $35 | $0 | $35 |
| OFFICE FURNITURE | 2005-04-01 | $2,624 | $2,624 | SL | 7.000000000000 | $0 | $0 | $0 |
| GENERATOR | 2006-04-26 | $6,734 | $6,730 | SL | 10.000000000000 | $4 | $0 | $4 |
| HEAT PUMP WHIPPERNOCK FARM | 2010-12-31 | $4,575 | $829 | SL | 39.000000000000 | $117 | $0 | $117 |
| COMPUTER | 2010-08-18 | $1,473 | $1,473 | SL | 5.000000000000 | $0 | $0 | $0 |
| BASEMENT RENOVATIONS | 2011-04-21 | $7,468 | $1,290 | SL | 39.000000000000 | $191 | $0 | $191 |
| VACCUM CLEANER | 2011-02-22 | $735 | $735 | SL | 5.000000000000 | $0 | $0 | $0 |
| IMPROVEMENTS - WIPPERNOCK FARM (FLOORING) | 2013-05-06 | $3,464 | $423 | SL | 39.000000000000 | $89 | $0 | $89 |
| VINYL SIDING - FOUNDATION OFFICE | 2014-07-31 | $15,066 | $1,351 | SL | 39.000000000000 | $386 | $0 | $386 |
| COMPUTER (HP 23" INTEL CORE) | 2015-07-21 | $1,106 | $553 | SL | 5.000000000000 | $221 | $0 | $221 |
| GENERATOR | 2018-11-20 | $6,732 | SL | 10.000000000000 | $112 | $0 | $112 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $133,264 | $547,350 |
| ABBVIE INC | $144,514 | $602,175 |
| ADVANSIX INC. | $644 | $5,062 |
| AT & T - BELLSOUTH | $170,125 | $450,900 |
| BP PLC | $208,967 | $205,600 |
| BRISTOL MYERS SQUIBB | $91,004 | $345,590 |
| CHEVRON CORP | $525,594 | $917,200 |
| COLGATE-PALMOLIVE CO | $40,252 | $517,440 |
| CONOCOPHILLIPS | $246,242 | $1,015,350 |
| DNP SELECT INCOME FUND INC. | $63,531 | $66,420 |
| DOMINION ENERGY | $196,562 | $1,404,800 |
| DONNELLEY FINANCIAL | $17,447 | $10,248 |
| DONNELLEY RR & SONS COMPANY | $48,201 | $9,517 |
| DOWDUPONT, INC. | $604,182 | $883,022 |
| DUKE ENERGY CORPORATION | $241,516 | $877,800 |
| ENBRIDGE INC. | $114,650 | $179,905 |
| EXXON MOBIL CORPORATION | $546,693 | $1,832,000 |
| FORD MOTOR COMPANY | $129,155 | $88,000 |
| GARRETT MOTION, INC. | $1,266 | $6,388 |
| GENERAL ELECTRIC | $50,250 | $213,360 |
| GENERAL MLS INC. | $54,149 | $53,328 |
| HALLIBURTON COMPANY | $41,805 | $99,568 |
| HERSHEY FOOD CORP | $92,671 | $530,500 |
| HONEYWELL, INTL | $115,413 | $574,520 |
| KELLOGG COMPANY | $143,692 | $295,050 |
| KIMBERLY CLARK CORPORATION | $51,161 | $55,690 |
| LSC COMMUNICATIONS INC. | $21,730 | $5,551 |
| MERCK & COMPANY | $148,510 | $744,300 |
| NISOURCE, INC. | $24,557 | $218,240 |
| NUTRIEN LIMITED | $356,902 | $207,380 |
| OFFICE PPTYS INCOME TR COM SHS | $84,478 | $40,038 |
| PEPSICO, INC. | $43,902 | $2,816,750 |
| PFIZER, INC. | $392,761 | $551,850 |
| PHILLIPS 66 | $73,179 | $715,575 |
| PLUM CREEK TIMBER COMPANY INC. | $200,605 | $209,920 |
| PPL CORPORATION | $54,976 | $62,640 |
| PROCTER & GAMBLE COMPANY | $164,771 | $289,410 |
| RESIDEO TECHNOLOGIES, INC. | $3,460 | $14,605 |
| SCHLUMBERGER LIMITED | $42,022 | $265,260 |
| TORTOISE ENERGY INFRASTRUCTURE | $36,610 | $98,360 |
| TORTOISE MLP FUND INC | $83,880 | $57,240 |
| TOUCHSTONE BANK | $36,617 | $79,950 |
| UNITED DOMINION REALTY TRUST | $289,302 | $1,750,000 |
| VERIZON COMMUNICATIONS | $223,329 | $715,780 |
| WALGREENS BOOTS ALLIANCE, INC. | $127,423 | $289,040 |
| WALMART INCORPORATED | $84,186 | $95,830 |
| WASHINGTON R EST IN TRU SH BEN | $146,905 | $253,500 |
| WELLS FARGO & COMPANY | $0 | $7 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| TYPEWRITER IBM | $1,076 | $1,076 | $0 |
| FILE CABINET | $138 | $138 | $0 |
| DRAPERIES | $856 | $856 | $0 |
| CABINETS FOR OFFICE | $1,466 | $1,466 | $0 |
| CARPET & BLINDS | $1,895 | $1,895 | $0 |
| LATERAL FILE 4 DR | $939 | $939 | $0 |
| COAT RACK | $195 | $195 | $0 |
| SIDE CHAIRS 6 | $3,390 | $3,390 | $0 |
| ELECTRIC RANGE | $652 | $652 | $0 |
| REFRIGERATOR | $1,282 | $1,282 | $0 |
| AMERICAN CHEST | $8,047 | $8,047 | $0 |
| WALNUT DESK | $4,598 | $4,598 | $0 |
| CHIPPENDALE CHAIR | $690 | $690 | $0 |
| WALNUT CANDLE STAND | $460 | $460 | $0 |
| OFFICE FURNITURE | $1,563 | $1,563 | $0 |
| OFFICE CABINETS | $3,625 | $3,538 | $87 |
| DELL DIMENSION 8300 COMPUTER | $1,950 | $1,950 | $0 |
| FARM HOUSE RENOVATION | $11,172 | $7,262 | $3,910 |
| LANDSCAPING | $11,696 | $11,696 | $0 |
| WHIPPERNOCK NEW ROOF | $10,368 | $4,910 | $5,458 |
| AIR CONDITIONING UNIT CK30 | $1,350 | $619 | $731 |
| OFFICE FURNITURE | $2,624 | $2,624 | $0 |
| HEAT PUMP WHIPPERNOCK FARM | $4,575 | $946 | $3,629 |
| COMPUTER | $1,473 | $1,473 | $0 |
| BASEMENT RENOVATIONS | $7,468 | $1,481 | $5,987 |
| VACCUM CLEANER | $735 | $735 | $0 |
| IMPROVEMENTS - WIPPERNOCK FARM (FLOORING) | $3,464 | $512 | $2,952 |
| VINYL SIDING - FOUNDATION OFFICE | $15,066 | $1,737 | $13,329 |
| COMPUTER (HP 23" INTEL CORE) | $1,106 | $774 | $332 |
| GENERATOR | $6,732 | $112 | $6,620 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REFORESTATION | $0 | $18,122 | $18,122 |
| NUSTAR ENERGY LP - VALERO LP | $27 | -$1,136 | $63,725 |
| PLAINS ALL AMERICAN PIPELINE LP | -$12,686 | -$14,585 | $140,263 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HEALTH INSURANCE | $44,147 | $20,228 | $0 | $23,919 |
| NON DEDUCTIBLE EXPENSES | $134 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $10,720 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,720 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER FEES | CategoryTxt |
| Amt | $734 | Amt |
| Net Investment Income | $293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $441 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $17,182 | $7,642 | $0 | $9,540 |
| REAL ESTATE TAXES | $4,020 | $1,608 | $0 | $2,412 |
| OTHER TAXES | $3,019 | $3,019 | $0 | $0 |
| FEDERAL INCOME TAXES | $7,751 | $0 | $0 | $0 |