TAYLOR FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TAYLOR FOUNDATION (EIN 54-0555235)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349102028
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:35:58-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E MAIN ST SUITE 1600 | AddressLine1 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 23510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540555235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLOR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAYL | BusinessNameControlTxt |
| Phone | 7578576081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7421 CENTRAL BUSINESS PARK DRIVE NO | AddressLine1 |
| Address Line2 | 106B | AddressLine2 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 23513 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT T TAYLOR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7578576081 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M CHASE | PreparerPersonNm |
| PTIN | P00987015 | PTIN |
| Phone | 7576254700 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,833,796 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,860 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,860 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,821,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,192 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,052 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,080 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,620 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,483 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,483 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $960 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,934 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,174 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,760 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,900 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,348 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,477 | CashBOYAmt |
| Cash EOY | $145,281 | CashEOYAmt |
| Cash EOYFMV | $145,281 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,487,588 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,301,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,688,515 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,519,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,446,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,833,796 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,199,583 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,199,583 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$680,518 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$752,669 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,519,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,446,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,519,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,446,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,519,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,348 | ExcessRevenueOverExpensesAmt |
| Other Increases | $252 | OtherIncreasesAmt |
| Subtotal | $1,446,969 | SubtotalAmt |
| Other Decreases | $55 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,446,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| POWERSHARES | P | 2013-02-06 | $100,826 | $93,694 | $7,132 | $7,132 |
| PIMCO | P | 2013-04-22 | $40,858 | $48,178 | -$7,320 | -$7,320 |
| PIMCO | P | 2013-04-22 | $40,857 | $42,993 | -$2,136 | -$2,136 |
| ISHARES | P | 2013-04-24 | $93,504 | $97,875 | -$4,371 | -$4,371 |
| ISHARES | P | 2013-05-06 | $46,330 | $41,048 | $5,282 | $5,282 |
| ISHARES | P | 2013-05-06 | $46,330 | $43,159 | $3,171 | $3,171 |
| COLUMBIA | P | 2013-05-10 | $44,313 | $43,709 | $604 | $604 |
| COLUMBIA | P | 2013-05-10 | $44,313 | $43,879 | $434 | $434 |
| ISHARES | P | 2013-05-14 | $98,391 | $76,089 | $22,302 | $22,302 |
| PIMCO | P | 2013-06-06 | $29,538 | $30,206 | -$668 | -$668 |
| SPDR DJ WILSHIRE | P | 2013-06-10 | $32,644 | $36,898 | -$4,254 | -$4,254 |
| COLUMBIA | P | 2013-06-26 | $87,110 | $89,280 | -$2,170 | -$2,170 |
| PIMCO | P | 2013-06-26 | $105,792 | $112,249 | -$6,457 | -$6,457 |
| PIMCO | P | 2013-06-26 | $99,940 | $102,576 | -$2,636 | -$2,636 |
| PIMCO | P | 2013-06-26 | $99,939 | $99,789 | $150 | $150 |
| PRINCIPAL PFD SECS FUND | P | 2013-06-26 | $76,399 | $76,969 | -$570 | -$570 |
| PRINCIPAL PFD SECS FUND | P | 2013-06-26 | $76,399 | $67,438 | $8,961 | $8,961 |
| ISHARES | P | 2013-06-28 | $48,446 | $50,652 | -$2,206 | -$2,206 |
| SPDR DJ WILSHIRE | P | 2013-06-28 | $45,797 | $55,347 | -$9,550 | -$9,550 |
| ISHARES | P | 2013-07-01 | $38,081 | $41,412 | -$3,331 | -$3,331 |
| ISHARES | P | 2013-07-01 | $38,080 | $39,410 | -$1,330 | -$1,330 |
| ISHARES | P | 2013-07-01 | $87,066 | $76,990 | $10,076 | $10,076 |
| POWERSHARES | P | 2013-07-01 | $195,041 | $200,877 | -$5,836 | -$5,836 |
| SELECT SECTOR SPDR | P | 2013-12-18 | $103,618 | $96,178 | $7,440 | $7,440 |
| UNITED PARCEL SVS | P | 2013-12-20 | $100,960 | $102,361 | -$1,401 | -$1,401 |
| CAPITAL GAINS DIVIDENDS | P | $876 | $876 | $876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,192 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,668 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,641,352 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,333 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,628,636 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046255 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,896 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,612,248 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070644 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $112,251 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,464,688 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076638 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,685,692 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050228 | DistributionYr5Rt |
| Total Distribution | 0.291694 | TotalDistributionRt |
| Average Distribution | 0.058339 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,751,078 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $102,156 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $318 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,474 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,160 | 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 | $318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $960 | TotalPaymentsAndCreditsAmt |
| Overpayment | $642 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $642 | 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 | ROBERT T TAYLOR | IndividualWithBooksNm |
| Phone | 7578576081 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7421 CENTRAL BUSINESS PARK DRIVE | AddressLine1 |
| Address Line2 | SUITE 106B | AddressLine2 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 23513 | ZIPCode |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HARRY TAYLOR | ||||||||
| 554 NELSON NECK ROAD | SEA LEVEL | NC | 28577 | TRUSTEE | 1.00 | $1,250 | $0 | $0 |
| SUSAN T KIRKPATRICK | ||||||||
| 101 CHURCHILL ROAD | W PALM BEACH | FL | 33405 | VICE PRESIDENT, SECRETARY | 1.25 | $1,250 | $0 | $0 |
| BARBARA CREECH | ||||||||
| PO BOX 988 | VIRGINIA BEACH | VA | 23451 | TRUSTEE | 1.00 | $1,250 | $0 | $0 |
| GRADY FULCHER JR | ||||||||
| PO BOX 989 | ATLANTIC BEACH | NC | 28512 | TRUSTEE | 1.00 | $1,250 | $0 | $0 |
| BRIAN KIRKPATRICK | ||||||||
| 2287 FLAMINGO ROAD | W PALM BEACH | FL | 33410 | TRUSTEE | 1.00 | $1,250 | $0 | $0 |
| ROBERT T TAYLOR | ||||||||
| 7421 GREGORY DRIVE SUITE 106A | NORFOLK | VA | 23513 | TRUSTEE | 1.00 | $1,250 | $0 | $0 |
| WILLIAM CLARK TAYLOR | ||||||||
| 1234 MANCHESTER PL | NORFOLK | VA | 23518 | TRUSTEE | 1.00 | $1,250 | $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 |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,689,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,379 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,777,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,777,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,751,078 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $318 | TotalTaxAmt |
| Distributable Before Adj | $87,236 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,236 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,236 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,160 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $318 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,842 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,236 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,885 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,290 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,964 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $77,139 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,236 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,924 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $94,063 | 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 | $2,885 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $91,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,290 | ExcessFromYear4Amt |
| Excess From Year3 | $33,964 | ExcessFromYear3Amt |
| Excess From Current Year | $16,924 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT T TAYLOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7421 CENTRAL BUSINESS PARK DRIVE | AddressLine1 |
| Address Line2 | SUITE 106B | AddressLine2 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 23502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7578576081 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO FORMAL RESTRICTIONS OR LIMITATIONS ON AWARDS, BUT AS A MATTER OF LONGSTANDING POLICY, THE FOUNDATION GENERALLY LIMITS ITS GIFTS TO COMMUNITY AND GENERAL CHARITIES INCLUDING HOSPITALS, RELIGIOUS AND EDUCATIONAL ENTITIES LOCATED WITHIN VIRGINIA, NORTH CAROLINA AND FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 211 PALM BEACH TREASURE COAST | |||||||
| PO BOX 3599 | LANTANA | FL | 33465 | NONE | PUBLIC CHARITY | COMMUNITY | $1,000 |
| ADOPT A FAMILY INC | |||||||
| 1712 SECOND AVE NORTH LAKE | LAKE WORTH | FL | 33460 | NONE | PUBLIC CHARITY | COMMUNITY | $1,000 |
| ANN NORTON SCULPTURE | |||||||
| 253 BARCELONA ROAD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| CAMPBELL UNIVERSITY | |||||||
| PO BOX 26 | BUIES CREEK | NC | 27506 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| CARTERET COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 3505 ARENDELL STREET | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| CARTERET COUNTY GENERAL HOSPITAL | |||||||
| 3500 ARENDELL STREET PO BOX 1619 | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | COMMUNITY | $2,500 |
| CARTERET COUNTY HOSPITAL FUND | |||||||
| 3500 ARENDELL STREET PO BOX 1619 | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | COMMUNITY | $4,000 |
| CARTERET COUNTY PUBLIC SCHOOLS EAST CARTERET HIGH SCHOOL | |||||||
| PO BOX 600 | BEAUFORT | NC | 28516 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| CARTERET COUNTY SCHOOL FUND | |||||||
| PO BOX 2772 | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| CHRISTOPHER NEWPORT UNIVERSITY | |||||||
| 1 UNIVERSITY PLACE | NEWPORT NEWS | VA | 23606 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| PO BOX 639 | WILSON | NC | 27894 | NONE | PUBLIC CHARITY | COMMUNITY | $2,500 |
| HOPE MISSION | |||||||
| PO BOX 1438 | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 |
| JORDAN GIVING HOPE | |||||||
| 10735 BARNACLE COURT | HOBE SOUND | FL | 33455 | NONE | PUBLIC CHARITY | COMMUNITY | $3,000 |
| MOUNT OLIVE COLLEGE | |||||||
| 121 SOUTH ASAPH STREET | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| NAUTICUS FOUNDATION | |||||||
| PO BOX 3753 | NORFOLK | VA | 23514 | NONE | PUBLIC CHARITY | COMMUNITY | $4,000 |
| REHABILITATION CENTER FOR CHILDREN AND ADULTS | |||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | COMMUNITY | $3,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | COMMUNITY | $2,000 |
| ST ANN CATHOLIC | |||||||
| 310 NORTH OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | COMMUNITY | $1,500 |
| STANLEY COUNTY MINISTRIES | |||||||
| 7421 GREGORY DRIVE SUITE 106A | NORFOLK | VA | 23513 | NONE | PUBLIC CHARITY | COMMUNITY | $1,500 |
| VIRGINIA SCIENCE MUSEUM | |||||||
| 2500 WEST BROAD STREET | RICHMOND | VA | 23220 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| CROSSROADS CHURCH | |||||||
| 1127 SURREY CRESCENT | NORFOLK | VA | 23508 | NONE | PUBLIC CHARITY | COMMUNITY | $3,000 |
| ELS FOR AUTISM FOUNDATION | |||||||
| 3900 MILITARY TRAIL SUITE 200 | JUPITER | FL | 33458 | NONE | PUBLIC CHARITY | COMMUNITY | $10,000 |
| FRIENDS OF SCOUTING | |||||||
| 9190 ROCKVILLE PIKE | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | COMMUNITY | $3,000 |
| KERUS | |||||||
| 245 NEWMAN AVE | HARRISONBURG | VA | 22801 | NONE | PUBLIC CHARITY | COMMUNITY | $3,000 |
| MEALS ON WHEELS | |||||||
| 4201 GREENWOOD DR | PORTSMOUTH | VA | 23701 | NONE | PUBLIC CHARITY | COMMUNITY | $2,000 |
| NC FISHERIES ASSOCIATION | |||||||
| PO BOX 335 | BAYBORO | NC | 28515 | NONE | PUBLIC CHARITY | COMMUNITY | $1,500 |
| PARK PLACE SCHOOLS | |||||||
| 509 W 35TH ST | NORFOLK | VA | 23508 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| PB COUNTY FISHING FOUNDATION | |||||||
| 201 5TH STREET | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | COMMUNITY | $4,000 |
| PCC | |||||||
| 4209 BIG BETHEL ROAD | YORKTOWN | VA | 23693 | NONE | PUBLIC CHARITY | COMMUNITY | $1,000 |
| YOUNG LIFE | |||||||
| 580 LYNNHAVEN PARKWAY | VIRGINIA BEACH | VA | 23452 | NONE | PUBLIC CHARITY | COMMUNITY | $2,500 |
| STAFF HOUSE HOME | |||||||
| 62 SHORELINE DR | NEW BERN | NC | 28562 | NONE | PUBLIC CHARITY | COMMUNITY | $1,500 |
| GLOBAL INTERNATIONAL | |||||||
| PO BOX 1 | TUPELO | MS | 38802 | NONE | PUBLIC CHARITY | COMMUNITY | $500 |
| VIRGINIA BEACH RESCUE | |||||||
| 1243 BAYNE DR | VIRGINIA BEACH | VA | 23454 | NONE | PUBLIC CHARITY | COMMUNITY | $500 |
| UVA STUDENT AID | |||||||
| 1001 NORTH EMMET STREET | CHARLOTTESVILLE | VA | 22904 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,860 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,192 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,052 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $1,080 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,620 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,301,633 | EOYBookValueAmt |
| EOYFMV | $1,688,515 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PENALTY - IRS | Description |
| Amount | $55 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $45 | $15 | $30 |
| INTEREST EXPENSE | $28 | $28 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PRIOR YEAR ROUNDING | $2 |
| VOIDED CHECK | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $7,483 | Amt |
| Net Investment Income | $7,483 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $960 | Amt |
| Net Investment Income | $960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |