BYRD FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BYRD FAMILY FOUNDATION (EIN 20-5524239)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349100212
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T07:22:07-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364549119 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBK FINANCIAL INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 HAXALL POINT SUITE 705 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205524239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYRD | BusinessNameControlTxt |
| Phone | 8043794194 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16109 FOUNDERS BRIDGE TERRACE | AddressLine1Txt |
| City | MIDLOTHIAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS R BYRD | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 8043794194 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY G COCHRAN | PreparerPersonNm |
| PTIN | P00236906 | PTIN |
| Phone | 8042371700 | PhoneNum |
| Preparation | 2017-05-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.25.100.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-15 | IPDt |
| IP Tm | 07:21:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CF3C5D45E85415D1244B7DC8E1C7DE8D7D804539 | 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 | $1,642,257 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,070,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,888 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,231 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $77 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $39 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $38 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $20,195 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,356 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,839 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $562 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,261 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,603 | CashBOYAmt |
| Cash EOY | $13,576 | CashEOYAmt |
| Cash EOYFMV | $13,576 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,076 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,075 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,003,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $756,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $812,106 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $433,312 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $667,354 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $647,322 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $99,636 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $145,178 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,666,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,610,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,642,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,666,647 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,610,019 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,666,647 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,610,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,666,647 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,610,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,666,647 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,628 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,610,019 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,610,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $279,864 | $290,340 | -$10,476 | -$10,476 | |
| PUBLICLY TRADED SECURITIES | $593,502 | $617,402 | -$23,900 | -$23,900 | |
| PUBLICLY TRADED SECURITIES | $191,463 | $134,765 | $56,698 | $56,698 | |
| CAPITAL GAINS DIVIDENDS | $5,566 | $5,566 | $5,566 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,888 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,816,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052506 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,985 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,901,436 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050480 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,946 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,776,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050060 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,534 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,602,507 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050879 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,869 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,481,361 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049866 | DistributionYr5Rt |
| Total Distribution | 0.253791 | TotalDistributionRt |
| Average Distribution | 0.050758 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,675,995 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,070 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $373 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,443 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,889 | 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 | $373 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $373 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $373 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,877 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,877 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,504 | OverpaymentAmt |
| Applied To ES Tax | $1,504 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS R BYRD | IndividualWithBooksNm |
| Phone | 8043794194 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16109 FOUNDERS BRIDGE TERRACE | AddressLine1Txt |
| City | MIDLOTHIAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23113 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS R BYRD | ||||||||
| 16109 FOUNDERS BRIDGE TERRACE | MIDLOTHIAN | VA | 23113 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| DAISY H BYRD | ||||||||
| 16109 FOUNDERS BRIDGE TERRACE | MIDLOTHIAN | VA | 23113 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JASON C BYRD | ||||||||
| 16109 FOUNDERS BRIDGE TERRACE | MIDLOTHIAN | VA | 23113 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MEGAN T BYRD | ||||||||
| 16109 FOUNDERS BRIDGE TERRACE | MIDLOTHIAN | VA | 23113 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,687,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,701,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,701,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,675,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $373 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $373 | TotalTaxAmt |
| Distributable Before Adj | $83,427 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,427 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,427 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,889 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,889 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $373 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $93,516 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,427 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,063 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,314 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,091 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,709 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,427 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,462 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,171 | 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 | $2,063 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,341 | ExcessFromYear4Amt |
| Excess From Year3 | $3,314 | ExcessFromYear3Amt |
| Excess From Year2 | $4,091 | ExcessFromYear2Amt |
| Excess From Year1 | $5,900 | ExcessFromYear1Amt |
| Excess From Current Year | $10,462 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS R BYRD | ContributingManagerNm |
| Contributing Manager | DAISY H BYRD | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS AND DAISY BYRD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16109 FOUNDERS BRIDGE TERRACE | AddressLine1Txt |
| City | MIDLOTHIAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8043794194 | RecipientPhoneNum |
| Recipient Email Address | TBYRD123@VERIZON.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER STATING REASON FOR REQUEST SPECIFYING THE TERMS OF THE GRANT AND THE PURPOSE FOR WHICH THE FUNDS WILL BE USED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A QUALIFYING CHARITABLE ORGANIZATION UNDER IRC SEC 501(C)(3). THE FOCUS OF THE FOUNDATION IS TO PROVIDE FUNDS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND LITERARY SERVICES TO CHILDREN, THE ELDERLY AND THE UNDERPRIVILEGED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS FOR HUMANITY | |||||||
| 635 SOUTH 25TH STREET | ARLINGTON | VA | 22202 | NONE | PC | GENERAL OPERATING PURPOSES | $4,000 |
| CARITAS | |||||||
| PO BOX 25790 | RICHMOND | VA | 232605790 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| CENTRAL VIRGINIA FOODBANK | |||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| CHILDREN'S MUSEUM OF RICHMOND | |||||||
| 2626 WEST BROAD STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING PURPOSES | $500 |
| CROSSOVER MINISTRY | |||||||
| 108 COWARDIN AVENUE | RICHMOND | VA | 23224 | NONE | PC | GENERAL OPERATING PURPOSES | $12,500 |
| FIT 4 KIDS | |||||||
| 2500 WEST BROAD STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 |
| GOD'S PANTRY FOOD BANK | |||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| GRASSROOT SOCCER INC | |||||||
| 198 CHURCH STREET | NORWICH | VT | 05055 | NONE | PC | GENERAL OPERATING PURPOSES | $2,500 |
| HARVEST HOPE FOOD BANK | |||||||
| 2220 SHOP RD | COLUMBIA | SC | 29201 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| MEALS ON WHEELS SERVING CENTRAL VIRGINIA | |||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING PURPOSES | $2,500 |
| REACH OUT AND READ | |||||||
| 56 ROLAND STREET SUITE 100D | BOSTON | MA | 02129 | NONE | PC | GENERAL OPERATING PURPOSES | $4,000 |
| READING CAMP | |||||||
| PO BOX 610 | LEXINGTON | KY | 405880610 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| ROOM TO READ | |||||||
| 111 SUTTER STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING PURPOSES | $1,500 |
| SCIENCE MUSEUM OF VIRGINIA | |||||||
| 2500 WEST BROAD STREET | RICHMOND | VA | 232202057 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| SHALOM FARMS | |||||||
| 1010 W LABURNUM AVE | RICHMOND | VA | 23227 | NONE | PC | GENERAL OPERATING PURPOSES | $2,000 |
| ST LOUIS AREA FOODBANK | |||||||
| 70 CORPORATE WOODS DR | BRIDGETON | MO | 63044 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| THE HEALING PLACE | |||||||
| 700 DINWIDDIE AVE | RICHMOND | VA | 23224 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| THE LIVING ARTS AND SCIENCE CENTER | |||||||
| 362 N MARTIN LUTHER KING BLVD | LEXINGTON | KY | 40508 | NONE | PC | GENERAL OPERATING PURPOSES | $500 |
| THE READ CENTER | |||||||
| 2000 BREMO RD | RICHMOND | VA | 23226 | NONE | PC | GENERAL OPERATING PURPOSES | $500 |
| VIRGINIA HISTORICAL SOCIETY | |||||||
| 428 NORTH BOULEVARD | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING PURPOSES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,342 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,888 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,231 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,231 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BD | $148,050 | $141,711 |
| ISHARES TREASURY BONDS | $218,875 | $212,728 |
| OSTERWEIS STRAT INC FD | $0 | $0 |
| PIMCO INVEST GRD CORP | $196,368 | $190,787 |
| VANGUARD MORTGAGE BACKED | $104,061 | $102,096 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVISORS CAMBIAR INTERNATIONAL | $71,657 | $72,169 |
| ADVISORS CAMBIAR SMALL CAP | $16,508 | $16,258 |
| BRANDES INTL SMALL CAP | $32,739 | $31,927 |
| EATON VANCE ATLANTA SMALL CAP | $23,950 | $30,892 |
| EDGEWOOD GROWTH | $94,844 | $94,759 |
| FEDERATED EQUITY VALUE | $73,326 | $95,866 |
| GOTHAM NEUTRAL FUND | $60,529 | $63,525 |
| ISHARES CORE MSCI EUROPE | $0 | $0 |
| ISHARES CORE MSCI PACIFIC | $0 | $0 |
| ISHARES CORE S&P 500 | $116,665 | $120,595 |
| JOHCM INTERNATIONAL | $100,833 | $95,033 |
| JOHN HANCOCK DISC VALUE | $76,148 | $94,976 |
| JP MORGAN US EQUITY | $0 | $0 |
| MAINSTAY ICAP INTL | $0 | $0 |
| OPENHEIMER DEV MKTS | $79,841 | $80,096 |
| T ROWE PRICE INST LARGE CAP | $0 | $0 |
| T ROWE PRICE SMALL CAP | $9,694 | $16,010 |
| VAN ECK EMERGING MKT | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABBEY CAP FUTURES | AT COST | $51,734 | $48,414 |
| BLACKSTONE ALT | AT COST | $31,546 | $31,764 |
| IMPACT MAKERS | AT COST | $65,000 | $65,000 |
| WASATCH LONGSHORT FD | AT COST | $0 | $0 |
| WFA ABSOLUTE RETURN FD | AT COST | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $77 | LegalFeesAmt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCC REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $20,195 | Amt |
| Net Investment Income | $18,356 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,839 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $562 | Amt |
| Net Investment Income | $562 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |