METROPOLITAN HEALTH FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- METROPOLITAN HEALTH FOUNDATION INC (EIN 51-0186144)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-02
- IRS object ID
- 201941229349100804
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-02T08:44:58-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541451026 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS HARDY & JOHNSTONE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARBORETUM PL STE 660 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23236 | 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 | 510186144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METR | BusinessNameControlTxt |
| Phone | 8045608096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARBORETUM PLACE SUITE 660 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W BARCLAY BRADSHAW | PersonNm |
| Person Title | EXEC DIR | PersonTitleTxt |
| Phone | 8045600560 | PhoneNum |
| Signature | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARCLAY BRADSHAW | PreparerPersonNm |
| PTIN | P01205538 | PTIN |
| Phone | 8045600560 | PhoneNum |
| Preparation | 2019-05-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.10.86.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-02 | IPDt |
| IP Tm | 08:44:58 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FDA1F3FD3C4CAD9C77C5DDF6D34023FD06B36EFB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D757149131BB8F5C0675F66259992BA7CB6BC519 | 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 | $1,961,998 | 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 |
| Dividends Rev And Expnss | $40,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,771 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,742 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $140,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,209 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,321 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $661 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $660 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $621 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $635 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,610 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,350 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,821 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $404 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $404 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $864,869 | CorporateStockBOYAmt |
| Corporate Stock EOY | $825,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,285,850 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $620,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $620,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $620,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $26,650 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,923 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,923 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,524,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,501,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,961,998 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,524,869 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,501,952 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,524,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,501,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,524,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,501,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,524,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,917 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,501,952 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,501,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2018-12-18 | SoldDt |
| Gross Sales Price | $145,771 | GrossSalesPriceAmt |
| Cost Or Other Basis | $46,029 | CostOrOtherBasisAmt |
| Gain Or Loss | $99,742 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $99,742 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,742 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,571 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,143,709 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073970 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,024 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,069,946 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069579 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,541 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,102,758 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068739 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $144,937 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,144,969 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067571 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $144,976 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,122,683 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068298 | DistributionYr5Rt |
| Total Distribution | 0.348157 | TotalDistributionRt |
| Average Distribution | 0.069631 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,138,333 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $148,894 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,340 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $150,234 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $155,610 | 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 | $1,340 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,340 | SubtotalAmt |
| Tax Based On Investment Income | $1,340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $404 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $404 | TotalPaymentsAndCreditsAmt |
| Tax Due | $936 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE CORPORATION | IndividualWithBooksNm |
| Phone | 8045600560 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARBORETUM PKWY SUITE 660 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES P WINKLER MD | |||||||||
| 8952 BELLEFONTE ROAD | RICHMOND | VA | 23229 | PRESIDENT | 000.00 | $0 | $0 | $0 | |
| MALCOLM E RITSCH JR | |||||||||
| 200 S 10TH STREET | RICHMOND | VA | 23219 | SEC.-TREAS. | 000.00 | $0 | $0 | $0 | |
| W BARCLAY BRADSHAW | |||||||||
| 300 ARBORETUM PLACE | RICHMOND | VA | 23236 | EXEC DIR | 000.00 | $0 | $0 | $0 | SUITE 660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE HEALTH EDUCATION SUPPORT THROUGH NURSING SCHOLARSHIPS AND EQUIPMENT GRANTS AWARDED TO LOCAL COMMUNITY COLLEGES(2). | Description1Txt |
| Expenses1 | $34,234 | Expenses1Amt |
| Description2 | PROVIDE PUBLIC WELFARE BY SUPPORTING LOCAL CHRISTMAS AND SHOES FUNDS (4) AND LOCAL NOT-FOR-PROFIT ORGANIZATIONS (17). | Description2Txt |
| Expenses2 | $121,376 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,162,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,170,896 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,170,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,138,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,340 | TotalTaxAmt |
| Distributable Before Adj | $105,577 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $105,577 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $105,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,610 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $155,610 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,340 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $154,270 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,577 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $39,230 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,083 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,323 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,069 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,578 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $212,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,610 | QualifyingDistributionsAmt |
| Applied To Current Year | $105,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,033 | RemainingDistriFromCorpusAmt |
| Total Corpus | $262,316 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $39,230 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $223,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,083 | ExcessFromYear4Amt |
| Excess From Year3 | $40,323 | ExcessFromYear3Amt |
| Excess From Year2 | $42,069 | ExcessFromYear2Amt |
| Excess From Year1 | $52,578 | ExcessFromYear1Amt |
| Excess From Current Year | $50,033 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARCLAY BRADSHAW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARBORETUM PLACE SUITE 660 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8045600560 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING NATURE AND AMOUNT OF REQUEST WITH FULL SUPPORT INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | HEALTH CARE RELATED, TO BE USED IN RICHMOND, VA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS NOW INC | ||||||
| 2821 EMERYWOOD PKWY | SUITE 200 | RICHMOND | VA | 23294 | PUBLIC WELFARE | $1,500 |
| BON SECOURS HEALTH CARE FND | ||||||
| 5008 MONUMENT AVE | 2ND FLOOR | RICHMOND | VA | 23230 | PUBLIC WELFARE | $1,000 |
| BON SECOURS HEALTH CARE FND | ||||||
| 5008 MONUMENT AVE | 2ND FLOOR | RICHMOND | VA | 23230 | PUBLIC WELFARE-CARE-A-VAN | $5,000 |
| CHESTERFIELD CHRISTMAS MOTHER | ||||||
| PO BOX 2500 | CHESTERFIELD | VA | 23832 | PUBLIC WELFARE | $1,000 | |
| CHILD SAVERS | ||||||
| 200 N 22ND STREET | RICHMOND | VA | 23223 | PUBLIC WELFARE | $1,000 | |
| CIRCLE CENTER ADULT DAY CARE SERVIC | ||||||
| 4900 W MARSHALL ST | RICHMOND | VA | 23230 | PUBLIC WELFARE | $2,000 | |
| CIRCLES RVA INC | ||||||
| 8 NORTH LAUREL ST | RICHMOND | VA | 23220 | PUBLIC WELFARE | $5,000 | |
| CROSSOVER MINISTRY | ||||||
| 8600 QUIOCCASIN RD | SUITE 101 | RICHMOND | VA | 23229 | PUBLIC WELFARE | $20,000 |
| DAILY PLANET | ||||||
| 517 W GRACE STREET | RICHMOND | VA | 23220 | PUBLIC WELFARE | $4,800 | |
| FAMILY LIFELINE | ||||||
| 2325 W BROAD STREET | RICHMOND | VA | 23220 | PUBLIC WELFARE | $2,000 | |
| FEED MORE INC | ||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | PUBLIC WELFARE | $15,000 | |
| GATEWAY HOMES | ||||||
| 4901 LIBBIE MILL E BLVD | 210 | RICHMOND | VA | 23230 | PUBLIC WELFARE | $7,200 |
| HEALTH BRIGADE | ||||||
| 1010 N THOMPSON STREET | RICHMOND | VA | 23230 | PUBLIC WELFARE | $8,500 | |
| HENRICO CHRISTMAS MOTHER | ||||||
| PO BOX 70338 | RICHMOND | VA | 23255 | PUBLIC WELFARE | $1,000 | |
| J SARGEANT REYNOLDS COMM COLLEGE | ||||||
| PO BOX 26924 | RICHMOND | VA | 23261 | NURSING SCHOLARSHIPS & EQUIPMENT | $16,500 | |
| JOHN TYLER COMMUNITY COLLEGE | ||||||
| 800 CHARTER COLONY PKWY | MIDLOTHIAN | VA | 23114 | NURSING SCHOLARSHIPS & EQUIPMENT | $16,500 | |
| RICHMOND CHRISTMAS MOTHER | ||||||
| 300 E FRANKLIN ST | RICHMOND | VA | 23219 | PUBLIC WELFARE | $1,000 | |
| SALVATION ARMY | ||||||
| 2 W GRACE STREET | RICHMOND | VA | 23220 | PUBLIC WELFARE | $2,000 | |
| ST FRANCIS HOME | ||||||
| 65 W CLOPTON STREET | RICHMOND | VA | 23225 | PUBLIC WELFARE | $5,000 | |
| ST JOSEPH'S HOME | ||||||
| 1503 MICHAEL RD | RICHMOND | VA | 23229 | PUBLIC WELFARE | $5,000 | |
| VIRGINIA HOME | ||||||
| 1101 HAMPTON STREET | RICHMOND | VA | 23220 | PUBLIC WELFARE | $23,000 | |
| YWCA | ||||||
| 6 N 5TH STREET | RICHMOND | VA | 23219 | PUBLIC WELFARE | $1,000 | |
| SMART BEGINNINGS GREATER RICHMOND | ||||||
| 919 E MAIN STREET | SUITE 1700 | RICHMOND | VA | 23219 | PUBLIC WELFARE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,742 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $140,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140,209 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRIS, HARDY & JOHNSTONE PC | CategoryTxt |
| Amt | $6,300 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $825,804 | EOYBookValueAmt |
| EOYFMV | $1,285,850 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS CERTIFICATES OF DEPOSI | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $620,000 | BookValueAmt |
| EOYFMV | $620,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILLIAMS MULLEN | CategoryTxt |
| Legal Fees | $1,321 | LegalFeesAmt |
| Net Investment Income | $661 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $660 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INVESTMENT INCOME | Desc |
| BOY Book Value | $26,650 | BOYBookValueAmt |
| EOY Book Value | $30,923 | EOYBookValueAmt |
| EOYFMV | $30,923 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $1,269 | $635 |
| BANK CHARGES | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAX ON INVESTMENT INCOME | $596 |
| LICENSES | $25 |