WILLIAM T OXENHAM FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T OXENHAM FOUNDATION INC (EIN 54-1880739)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-22
- IRS object ID
- 201710819349100801
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-22T18:37:12+00:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541880739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T OXENHAM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8047943856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 SKIPJACK ROAD | AddressLine1Txt |
| City | KINSALE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22488 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E WHEELER MD | PersonNm |
| Person Title | PRESIDENT/TREAS | PersonTitleTxt |
| Signature | 2017-03-17 | 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 | 2017-03-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | E6B93215F6743904BF0C2B4C3FCA891208526BFC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ADEE07B4C8BD3AA599CF1DCC6D91BE11985E5260 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $287,449 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,076 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,076 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,879 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,076 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,054 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,076 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,891 | CashBOYAmt |
| Cash EOY | $1,390 | CashEOYAmt |
| Cash EOYFMV | $1,390 | CashEOYFMVAmt |
| Corporate Stock BOY | $241,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $236,134 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $286,059 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $243,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $237,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $287,449 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $361 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $361 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $361 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $361 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $243,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | $237,163 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $243,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $237,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $243,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $237,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $243,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,046 | ExcessRevenueOverExpensesAmt |
| Subtotal | $237,163 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $237,163 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | T ROWE PRICE GNMA FUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2016-04-21 | SoldDt |
| Gross Sales Price | $13,272 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,409 | CostOrOtherBasisAmt |
| Gain Or Loss | -$137 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$137 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,803 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,573 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $282,767 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048001 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $280,669 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047030 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $265,704 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047045 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,075 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $254,270 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047489 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $245,729 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047613 | DistributionYr5Rt |
| Total Distribution | 0.237178 | TotalDistributionRt |
| Average Distribution | 0.047436 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $278,714 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,221 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $81 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,302 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,000 | 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 | $81 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $81 | SubtotalAmt |
| Tax Based On Investment Income | $81 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $203 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $203 | TotalPaymentsAndCreditsAmt |
| Overpayment | $122 | OverpaymentAmt |
| Applied To ES Tax | $122 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8047943856 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 SKIPJACK ROAD | AddressLine1Txt |
| City | KINSALE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E WHEELER MD | ||||||||
| 3530 SKIPJACK ROAD | KINSALE | VA | 22488 | PRESIDENT/TR | 1.00 | $0 | $0 | $0 |
| WILLIAM C WHEELER PE | ||||||||
| 3530 SKIPJACK ROAD | KINSALE | VA | 22488 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| JOHN O WHEELER JD | ||||||||
| 3530 SKIPJACK ROAD | KINSALE | VA | 22488 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MATTHEW L WHEELER CPA MBA | ||||||||
| 3530 SKIPJACK ROAD | KINSALE | VA | 22488 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSHUA L WHEELER PE | ||||||||
| 3530 SKIPJACK ROAD | KINSALE | VA | 22488 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $280,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $282,958 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $282,958 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $278,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81 | TotalTaxAmt |
| Distributable Before Adj | $13,855 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,855 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,855 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $81 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,919 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,955 | UndistributedIncomePYAmt |
| Qualifying Distributions | $14,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,955 | AppliedToYear1Amt |
| Applied To Current Year | $45 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $13,810 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM E WHEELER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 SKIPJACK ROAD | AddressLine1Txt |
| City | KINSALE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8047943856 | RecipientPhoneNum |
| Recipient Email Address | NONE | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER STATING NATURE AND AMOUNT OF REQUEST WITH FULL SUPPORTING DOCUMENTATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| WORLD VISION INC | |||||||||
| PO BOX 70102 | TACOMA | WA | 98481 | NONE | 501C3 | PUBLIC WELFARE | $2,800 | ||
| ALLIANCE FOR LUPUS RESEARCH | |||||||||
| 28 W 44TH STREET | NEW YORK | NY | 10036 | NONE | 501C3 | PUBLIC WELFARE | $2,800 | SUITE 501 | |
| AFRICAN AMERICAN TEACHING FELLOWS | |||||||||
| PO BOX 5064 | CHARLOTTESVILLE | VA | 22905 | NONE | 501C3 | PUBLIC WELFARE | $1,400 | ||
| AMERICAN CHESTNUT FOUNDATION INC | |||||||||
| 160 ZILLICOA STREET | ASHVILLE | NC | 28801 | NONE | 501C3 | PUBLIC WELFARE | $1,400 | ||
| AMERICAN FOUNDATION FOR SUICIDE | |||||||||
| 120 WALL STREET | NEW YORK | NY | 10036 | NONE | 501C3 | PUBLIC WELFARE | $2,800 | PREVENTION INC | |
| HIGH PERFORMANCE HEROS | |||||||||
| PO BOX 1155 | CLARKSBURG | WV | 26302 | NONE | 501C3 | PUBLIC WELFARE | $1,400 | ||
| ACCESS NOW INC | |||||||||
| 2821 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | NONE | 501C3 | PUBLIC WELFARE | $1,400 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,879 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - SEE ATTACHED | StockNm |
| EOY Book Value | $236,134 | EOYBookValueAmt |
| EOYFMV | $286,059 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| SCC FEE | $25 | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OFFICER | Desc |
| BOY Book Value | $361 | BOYBookValueAmt |
| EOY Book Value | $361 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $100 | Amt |