BYRD FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BYRD FAMILY FOUNDATION (EIN 20-5524239)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201611349349102076
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2016-05-13T13:04:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-13 | 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 | 2016-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,694,874 | 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 | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,763 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $813,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,763 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $88,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,587 | 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 | $38 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $22,472 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,225 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,247 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $660 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $535 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $268 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $267 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,533 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,415 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,167 | CashBOYAmt |
| Cash EOY | $73,603 | CashEOYAmt |
| Cash EOYFMV | $73,603 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,076 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,076 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,045,177 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,003,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,062,936 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $447,443 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $433,312 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $414,643 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $159,092 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,636 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,616 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,697,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,666,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,694,874 | 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 | $1,697,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,666,647 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,697,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,647 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,697,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,666,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,697,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,666,647 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,647 | 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 | $248,916 | $249,884 | -$968 | -$968 | |
| Publicly Traded Securities | $245,449 | $260,859 | -$15,410 | -$15,410 | |
| Publicly Traded Securities | $283,517 | $247,237 | $36,280 | $36,280 | |
| Capital Gains Dividends | $35,861 | $35,861 | $35,861 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,763 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,901,436 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050480 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,946 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,776,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050060 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,534 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,602,507 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050879 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,869 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,481,361 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049866 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,589 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,385,574 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053111 | DistributionYr5Rt |
| Total Distribution | 0.254396 | TotalDistributionRt |
| Average Distribution | 0.050879 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,816,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,404 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $674 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,078 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,033 | 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 | $674 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $674 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,551 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,551 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,877 | OverpaymentAmt |
| Applied To ES Tax | $1,877 | 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 | $1,822,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,843,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,843,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,816,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $674 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $674 | TotalTaxAmt |
| Distributable Before Adj | $90,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,133 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,033 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,033 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $674 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,359 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,891 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,063 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,341 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,314 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,700 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,900 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,600 | 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 | $5,891 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,709 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,063 | ExcessFromYear4Amt |
| Excess From Year3 | $3,341 | ExcessFromYear3Amt |
| Excess From Year2 | $3,314 | ExcessFromYear2Amt |
| Excess From Year1 | $4,091 | ExcessFromYear1Amt |
| Excess From Current Year | $5,900 | 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 (19 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 | $1,000 |
| 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 | $4,000 |
| 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 | $2,000 |
| 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 | $1,500 |
| 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 | $1,000 |
| The Read Center | |||||||
| 2000 Bremo Rd | Richmond | VA | 23226 | NONE | PC | General Operating Purposes | $1,000 |
| Virginia Historical Society | |||||||
| 428 North Boulevard | Richmond | VA | 23220 | None | PC | General Operating Purposes | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,500 | 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 | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,763 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $88,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,587 | 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 (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BD | $92,301 | $88,636 |
| EATON VANCE FLOATING RATE | $0 | $0 |
| iShares Barclays | $0 | $0 |
| OSTERWEIS STRAT Inc Fd | $67,099 | $60,640 |
| Pimco 1-5 Year TIPS | $0 | $0 |
| Pimco Emerging Local Bond | $0 | $0 |
| Pimco Invest Grd Corp | $103,367 | $96,472 |
| Vanguard Mortgage Backed | $53,794 | $53,418 |
| ISHARES TREASURY BONDS | $116,751 | $115,477 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAMBIAR SMALL CAP | $19,712 | $15,918 |
| Brandes Intl Small Cap | $37,049 | $35,015 |
| EATON VANCE ATLANTA Small Cap | $45,635 | $52,084 |
| Federated Strategic Value | $65,632 | $83,938 |
| iShares Core MSCI Europe | $75,808 | $68,851 |
| iShares Core MSCI Pacific | $38,596 | $35,599 |
| John Hancock Disc Value | $201,221 | $203,818 |
| JP MORGAN US EQUITY | $147,043 | $151,454 |
| MAINSTAY ICAP INTl | $94,209 | $85,777 |
| MANNING & NAPIER - WORLD | $0 | $0 |
| Openheimer Dev Mkts | $33,239 | $34,438 |
| T Rowe Price Inst Large Cap | $62,160 | $132,487 |
| T Rowe Price Div Small Cap | $12,051 | $17,660 |
| Van Eck Emerging Mkt | $41,329 | $34,054 |
| JOHCM INTERNATIONAL | $129,336 | $111,843 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WASATCH LongShort Fd | AT COST | $61,895 | $52,127 |
| WFA Absolute Return Fd | AT COST | $37,741 | $34,489 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $38 | LegalFeesAmt |
| Net Investment Income | $19 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SCC REGISTRATION FEES | $25 | $13 | $12 |
| BANK FEES | $510 | $255 | $255 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $22,472 | Amt |
| Net Investment Income | $20,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,247 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Withheld | $660 | $660 | $0 |
| Excise Tax | $2,500 | $0 | $0 |