THE CARLSON FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE CARLSON FAMILY FOUNDATION (EIN 46-1603984)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-20
- IRS object ID
- 201711719349100606
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-20T13:07:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541517420 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALL EINHORN & CHERNITZER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W MAIN ST SUITE 1200 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23510 | 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 | 461603984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARLSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 7572331967 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1116 CATON DRIVE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23454 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES G CARLSON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7572331967 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHIRLEY C BALDWIN | PreparerPersonNm |
| PTIN | P00294712 | PTIN |
| Phone | 7576254700 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.164.57.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 08:45:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4687E8B20015E7B8557E190831CC065CE147D6CA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F53CAB8DA7994E076C579F79CE7E778EA01C311 | 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 | $840,233 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $32,746 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,746 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $32,746 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,421 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,421 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,268 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $414,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,268 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,435 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $42,167 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $293 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,167 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,906 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $776,583 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $816,020 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $808,327 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $840,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $847,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $840,233 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $9,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,000 | 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 | $831,045 | RetainedEarningBOYAmt |
| Retained Earning EOY | $835,926 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $831,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $835,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $840,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $847,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $831,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $835,926 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $835,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| GOLDMAN SACHS 1967 | $149,536 | $151,140 | -$1,604 | -$1,604 |
| GOLDMAN SACHS 1967 | $264,484 | $225,612 | $38,872 | $38,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,268 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,604 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,658 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $886,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110160 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,226 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $952,700 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085259 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,412 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $963,552 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045054 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,659 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.240473 | TotalDistributionRt |
| Average Distribution | 0.060118 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $837,617 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,356 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $761 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,117 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,250 | 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 | $761 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $761 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $761 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $984 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $984 | TotalPaymentsAndCreditsAmt |
| Overpayment | $223 | OverpaymentAmt |
| Applied To ES Tax | $223 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES G CARLSON | IndividualWithBooksNm |
| Phone | 7572331967 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1116 CATON DRIVE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23454 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES G CARLSON | ||||||||
| 1116 CATON DRIVE | VIRGINIA BEACH | VA | 23454 | OFFICER | 5.00 | $0 | $0 | $0 |
| MARY ANNE CARLSON | ||||||||
| 1116 CATON DRIVE | VIRGINIA BEACH | VA | 23454 | OFFICER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $785,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $850,373 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $850,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $837,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,881 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,881 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $761 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $761 | TotalTaxAmt |
| Distributable Before Adj | $41,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,120 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $761 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,489 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $32,549 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,016 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,120 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,130 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $116,695 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,695 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,549 | ExcessFromYear2Amt |
| Excess From Year1 | $54,016 | ExcessFromYear1Amt |
| Excess From Current Year | $30,130 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES G CARLSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES G CARLSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1116 CATON DRIVE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23454 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7572331967 | RecipientPhoneNum |
| Form And Info And Materials | INFORMAL LETTER STATING PURPOSE AND NEED FOR REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADA LEGACY PROJECT | |||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $8,000 |
| CORE FOUNDATION | |||||||
| 1905 W STATE ROAD 434 | LONGWOOD | FL | 32750 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $2,500 |
| CYCLE FOR SURVIVAL | |||||||
| 633 THIRD AVENUE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $2,500 |
| IVY HILL FOUNDATION | |||||||
| 1 HIGHPOINT ROAD | PERKASIE | PA | 18944 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $5,000 |
| JUDEO CHRISTIAN OUTREACH CENTER | |||||||
| 1053 VIRGINIA BEACH BLVD | VIRGINIA BEACH | VA | 23451 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $10,000 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 100 SYKES AVE | VIRGINIA BEACH | VA | 23454 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $25,000 |
| ROC SOLID FOUNDATION | |||||||
| 3333-B STATION HOUSES RD | CHESAPEAKE | VA | 23321 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $1,000 |
| SUSAN G KOMEN TIDEWATER | |||||||
| 6363 CENTER DRIVE SUITE 205 | NORFOLK | VA | 23502 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $1,000 |
| UNITED WAY OF SOUTH HAMPTON ROADS | |||||||
| 2515 WALMER AVE | NORFOLK | VA | 23513 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $10,000 |
| UNIVERSITY OF HOUSTON LAW FOUNDATION | |||||||
| 4604 CALHOUN ROAD | HOUSTON | TX | 772046060 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $5,000 |
| WILLIAM & MARY | |||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23187 | NONE | 501(C)(3) | SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,250 | 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 | $32,746 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,268 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,435 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,435 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CREDIT SUISSE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $816,020 | BookValueAmt |
| EOYFMV | $808,327 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $293 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES G CARLSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1116 CATON DRIVE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23454 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $11 | Amt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |