MRAZ CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MRAZ CHARITABLE TR (EIN 47-6789331)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-11
- IRS object ID
- 201731019349100203
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-11T06:54:21-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWLES AFFILIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 W Franklin Street | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23220 | 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 | 476789331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mraz Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRAZ | BusinessNameControlTxt |
| Phone | 8047800236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bowlman T Bowles Jr | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bowlman T Bowles Jr | PreparerPersonNm |
| PTIN | P00368454 | PTIN |
| Phone | 8047800236 | PhoneNum |
| 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 | $5,512,550 | 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 | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $74 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $166,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,151 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $166,151 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$113,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,126,435 | GrossSalesPriceAmt |
| Total Rev And Expnss | $53,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,225 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $166,225 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $94,205 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,205 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $54,744 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,224 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,520 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $94,055 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,055 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,250 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $244,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$261,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,696 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $166,225 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $854,126 | CashBOYAmt |
| Cash EOY | $467,051 | CashEOYAmt |
| Cash EOYFMV | $467,051 | CashEOYFMVAmt |
| US Government Obligations BOY | $20,543 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $20,543 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,063 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,748,735 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,874,233 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,025,436 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,623,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,361,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,512,550 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $73,498 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,091 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $73,498 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,091 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,549,906 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,309,736 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,549,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,309,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,623,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,361,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,549,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$261,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,534 | OtherIncreasesAmt |
| Subtotal | $5,309,736 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,309,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1500.000 shs. APPLE INC | P | 2015-07-18 | 2016-01-07 | $148,333 | $195,600 | -$47,267 | -$47,267 |
| 1000.000 shs. APPLE INC | P | 2015-07-18 | 2016-04-26 | $104,420 | $130,400 | -$25,980 | -$25,980 |
| 1000.000 shs. APPLE INC | P | 2015-07-18 | 2016-10-26 | $114,108 | $130,400 | -$16,292 | -$16,292 |
| 8087.818 shs. Blackrock Core Bond | P | 2015-07-18 | 2016-02-05 | $78,047 | $77,804 | $243 | $243 |
| 5656.432 shs. Blackrock Low Dur | P | 2015-07-18 | 2016-02-05 | $54,358 | $54,866 | -$508 | -$508 |
| 5714.096 shs. Blackrock US Govt | P | 2015-07-18 | 2016-02-05 | $60,741 | $60,455 | $286 | $286 |
| 1000.000 shs. Clearbridge Amer Ener | P | 2015-07-18 | 2016-06-30 | $8,620 | $13,395 | -$4,775 | -$4,775 |
| 0.920 shs. Dell Technologies CL V | P | 2015-07-18 | 2016-09-07 | $44 | $43 | $1 | $1 |
| 222.000 shs. Dell Technologies CL V | P | 2015-07-18 | 2016-11-02 | $10,736 | $10,478 | $258 | $258 |
| 1000.000 shs. DELUXE CORP | P | 2015-07-18 | 2016-09-20 | $67,163 | $61,068 | $6,095 | $6,095 |
| 1000.000 shs. DELUXE CORP | P | 2015-07-18 | 2016-12-14 | $72,328 | $61,067 | $11,261 | $11,261 |
| 2795.746 shs. DEUTCHE GLOBAL INC | P | 2015-07-18 | 2016-11-02 | $24,630 | $25,893 | -$1,263 | -$1,263 |
| 2000.000 shs. E M C CORP | P | 2015-07-18 | 2016-09-07 | $58,622 | $50,365 | $8,257 | $8,257 |
| 260.159 shs. FIDELITY MAGELLAN | P | 2015-07-18 | 2016-02-05 | $20,724 | $25,137 | -$4,413 | -$4,413 |
| 0.000 shs. FIRST TR ENERGY INFRA | P | 2015-07-18 | 2016-02-16 | $110 | $110 | $110 | |
| 1000.000 shs. FIRST TR ENERGY INFRA | P | 2015-07-18 | 2016-11-02 | $17,205 | $19,267 | -$2,062 | -$2,062 |
| 5000.000 shs. FLOWERS FOODS INC | P | 2015-07-18 | 2016-03-31 | $92,201 | $105,587 | -$13,386 | -$13,386 |
| 200.000 shs. FLUOR CORP. | P | 2015-07-18 | 2016-06-30 | $9,780 | $10,016 | -$236 | -$236 |
| 0.000 shs. GENERAL AMERICAN INVEST | P | 2015-07-18 | 2016-02-12 | $18 | $18 | $18 | |
| 367.000 shs. GENERAL AMERICAN INVEST | P | 2015-07-18 | 2016-03-31 | $11,413 | $12,925 | -$1,512 | -$1,512 |
| 4951.999 shs. JOHN HANCOCK GOVT | P | 2015-07-18 | 2016-02-05 | $47,585 | $47,387 | $198 | $198 |
| 2800.000 shs. LEHMAN BROS. HOLDS PFD 6% | P | 2015-07-18 | 2016-11-02 | $168 | $280 | -$112 | -$112 |
| 218.297 shs. MFS Research CL A | P | 2015-07-18 | 2016-02-05 | $7,221 | $8,754 | -$1,533 | -$1,533 |
| 1000.000 shs. PLAINS ALL AMER PIPELINE | P | 2015-07-18 | 2016-12-15 | $32,479 | $41,001 | -$8,522 | -$8,522 |
| 12.000 shs. RAYTHEON CO. | P | 2015-07-18 | 2016-03-31 | $1,472 | $1,200 | $272 | $272 |
| 1200.000 shs. SPDR ST HIGHYIELD BD | P | 2015-07-18 | 2016-12-15 | $33,120 | $34,374 | -$1,254 | -$1,254 |
| 1312.166 shs. SALIENT MIDSTR & MLP | P | 2015-07-18 | 2016-11-02 | $15,353 | $24,774 | -$9,421 | -$9,421 |
| 640.000 shs. WELLS FARGO & CO. | P | 2015-07-18 | 2016-12-15 | $35,436 | $37,074 | -$1,638 | -$1,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$113,175 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$98,483 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $274 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $274 | SubtotalAmt |
| Tax Based On Investment Income | $274 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $274 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | Bowlman T Bowles Jr | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8047800236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | 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 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bowlman T Bowles Jr | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $94,205 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,693,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $693,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,387,081 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,387,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,806 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,306,275 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $274 | TotalTaxAmt |
| Distributable Before Adj | $265,040 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $265,040 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $265,040 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $162,225 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $162,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,091 | UndistributedIncomePYAmt |
| Qualifying Distributions | $162,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,091 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,134 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $154,906 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Mraz Charitable Trust | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 12085 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8047800236 | RecipientPhoneNum |
| Recipient Email Address | bowwhite@aol.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Written request of need and grant agreement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Annually by end of June | SubmissionDeadlinesTxt |
| Restrictions On Awards | Generally, none. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTS | |||||||
| 1 North 5th Street Suite 400 | Richmond | VA | 23219 | N/A | PC | Public supported charity | $5,000 |
| Alzheimers Association | |||||||
| 4600 Cox Road Suite 130 | Glen Allen | VA | 23060 | N/A | PC | Alzheimer's research | $5,000 |
| American Heart Association | |||||||
| P O Box 22249 | St Petersburg | FL | 33742 | N/A | PC | Research on heart problems | $5,000 |
| Bon Air Baptist Church | |||||||
| 2531 Buford Road | North Chestefield | VA | 23235 | N/A | PC | Church support | $5,000 |
| Caritas | |||||||
| 1125 Commerce Road | Richmond | VA | 23224 | N/A | PC | Support for the needy | $10,000 |
| Leukemia Lymphoma Socity | |||||||
| 5540 Falmouth Street Suite 101 | Richmond | VA | 23230 | N/A | PC | Leukemia and Lymphoma research | $5,000 |
| Maymont Foundation | |||||||
| 1800 Hampton Street | Richmond | VA | 23220 | N/A | PC | Foundation support | $5,000 |
| Richmond Animal League | |||||||
| 11401 International Drive | North Chesterfield | VA | 23236 | N/A | PC | Animal rescue | $5,000 |
| Richmond Animal Welfare Foundation | |||||||
| 1600 Chamberlayne Avenue | Richmond | VA | 23222 | N/A | PC | Animal rescue | $7,500 |
| Richmond SPCA | |||||||
| 2519 Hermitage Road | Richmond | VA | 23220 | N/A | PC | Animal protection and rescue | $5,000 |
| Virginia Home | |||||||
| 1101 Hampton Street | Richmond | VA | 23220 | N/A | PC | Home for underprivileged children | $5,000 |
| Richmond Eye Ear Fdn dba MEDARVA | |||||||
| 8700 Stony Park Parkway Suite 100 | Richmond | VA | 23235 | N/A | PC | Vision and hearing research | $2,000 |
| Virginia War Memorial Inc | |||||||
| 621 South Belvidere Street | Richmond | VA | 23220 | N/A | PC | Veteran support | $2,000 |
| Adaptive Sports Ctr of Crested Butt | |||||||
| P O Box 1639 | Crested Butte | CO | 81224 | N/A | PC | To aid military service members with disabilities | $2,000 |
| Virginia Breast Cancer Foundation | |||||||
| 5004 Monument Avenue Suite 102 | Henrico | VA | 23230 | N/A | PC | Breast cancer research | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $74 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $166,151 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$113,175 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,050 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,050 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bowles Affiliates, P.C. | $53,070 | $15,224 | $0 | $37,846 |
| McGuire Woods | $1,674 | $0 | $0 | $1,674 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payment of Grantor's final tax return | Desc |
| Revenue And Expenses Per Books | $1,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Increases | Desc |
| Amt | $21,534 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $94,055 | Amt |
| Net Investment Income | $94,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |