HULL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HULL FOUNDATION (EIN 80-0290388)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-15
- IRS object ID
- 201331069349100703
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-15T16:19:53-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541631262 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32066 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232942066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800290388 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HULL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HULL | NameControl |
| Phone | 8047393925 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 HARBOUR PARK DRIVE | AddressLine1 |
| City | MIDLOTHIAN | City |
| State | VA | State |
| ZIP Code | 23112 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK HULL | Name |
| Title | PRESIDENT | Title |
| Phone | 8047393925 | Phone |
| Date Signed | 2013-02-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VIRGINIA R BELCHER | Name |
| PTIN | P00421964 | PTIN |
| Phone | 8047470000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1771077 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 15751 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 44009 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 44009 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4577 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 562307 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4577 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 64339 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48588 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1138 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1138 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3343 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3343 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3849 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8746 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8746 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17076 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13227 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 110721 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 110721 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 127797 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13227 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 110721 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -63458 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 35361 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17104 | CashBOY |
| Cash EOY | 26164 | CashEOY |
| Cash EOYFMV | 26164 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 185817 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 577433 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 577433 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Rcvbl BOY | 205000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 0 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 0 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 1293575 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 778720 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 886230 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 264667 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 281250 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1701496 | TotalAssetsBOY |
| Total Assets EOY | 1646984 | TotalAssetsEOY |
| Total Assets EOYFMV | 1771077 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1701496 | RetainedEarningsBOY |
| Retained Earnings EOY | 1646984 | RetainedEarningsEOY |
| Total Net Assets BOY | 1701496 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1646984 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1701496 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1646984 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1701496 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -63458 | ExcessOfRevenueOverExpenses |
| Other Increases | 8946 | OtherIncreases |
| Subtotal | 1646984 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1646984 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BAC CURR LINK STEP UP | P | 2010-05-27 | 2012-05-30 | 135000 | 154150 | -19150 | -19150 |
| MLCX ARN ISSUER BAC | P | 2011-06-03 | 2012-06-18 | 78179 | 100000 | -21821 | -21821 |
| MSCI EM ARN ISSUER BAC | P | 2011-05-27 | 2012-07-27 | 81717 | 100000 | -18283 | -18283 |
| R2000 ARN ISSUER RBC | P | 2011-09-29 | 2012-11-30 | 262460 | 200000 | 62460 | 62460 |
| COCO COLA COMM | D | 2012-02-24 | 2012-12-24 | 4951 | 3580 | 1371 | 1371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4577 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 224990 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1597529 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.140836 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 72800 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1736595 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041921 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 49293 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1499207 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.032879 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1108153 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000000 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.215636 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053909 | AverageDistributionRatio |
| Net Noncharitable Assets | 1747588 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 94211 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 354 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 94565 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 110721 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 354 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 354 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 354 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3370 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3370 | TotalCreditsAndPayments |
| Overpayment | 3016 | Overpayment |
| Amount Credited To Next Year | 3016 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | THE ORGANIZATION | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8047393925 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 HARBOUR PARK DRIVE | AddressLine1 |
| City | MIDLOTHIAN | City |
| State | VA | State |
| ZIP Code | 23112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PATRICK M HULL | ||||||||
| 5930 HARBOUR PARK DRIVE | MIDLOTHIAN | VA | 23112 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| SUSAN T CORDLE | ||||||||
| 5930 HARBOUR PARK DRIVE | MIDLOTHIAN | VA | 23112 | SECRETARY/TREASURER | 1.00 | 0 | 0 | 0 |
| BELLA HULL | ||||||||
| 5930 HARBOUR PARK DRIVE | MIDLOTHIAN | VA | 23112 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CHRIS HULL | ||||||||
| 5930 HARBOUR PARK DRIVE | MIDLOTHIAN | VA | 23112 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CATHERINE H STILES | ||||||||
| 5930 HARBOUR PARK DRIVE | MIDLOTHIAN | VA | 23112 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1300829 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 473372 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1774201 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1774201 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 26613 | CashDeemedCharitable |
| Net Noncharitable Assets | 1747588 | NetNoncharitableAssets |
| Minimum Investment Return | 87379 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 87379 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 354 | TaxBasedOnInvestmentIncome |
| Total Tax | 354 | TotalTax |
| Distributable Amount Before Adj | 87025 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 87025 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 87025 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 110721 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 110721 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 354 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 110367 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 87025 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 70497 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 128164 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 128164 | TotalExcessDistriCarryover |
| Qualifying Distributions | 110721 | QualifyingDistributions |
| Applied To Year1 | 70497 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 40224 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 46801 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 46801 | ExcessDistriCyovAppliedCY |
| Total Corpus | 81363 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 81363 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 81363 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICK M HULL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CENTER FOR LIVING PEACE | |||||||
| 4139 CANOYS DR | IRVINE | CA | 92612 | N/A | 501(C)3 | GENERAL PURPOSE | $4,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | N/A | 501(C)3 | GENERAL PURPOSE | $10,000 |
| STARKEY HEARING FOUNDATION | |||||||
| 6700 WASHINGTON AVE SOUTH | EDEN PRAIRIE | MN | 55344 | N/A | 501(C)3 | GENERAL PURPOSE | $10,000 |
| BLUE SKY FUND | |||||||
| PO BOX 8108 | RICHMOND | VA | 23223 | N/A | 501(C)3 | GENERAL PURPOSE | $2,118 |
| BOY SCOUTS OF AMERICA | |||||||
| 4015 FITZHUGH AVE | RICHMOND | VA | 23230 | N/A | 501(C)3 | GENERAL PURPOSE | $3,097 |
| THOMAS ROAD BAPTIST CHURCH | |||||||
| 1 MOUNTAIN VIEW RD | LYNCHBURG | VA | 24502 | N/A | 501(C)3 | GENERAL PURPOSES | $1,000 |
| CARITAS | |||||||
| PO BOX 25790 | RICHMOND | VA | 23260 | N/A | 501(C)3 | GENERAL PURPOSES | $1,618 |
| CASA OF CENTRAL VIRGINIA | |||||||
| 11 OAKRIDGE BLVD | LYNCHBURG | VA | 24501 | N/A | 501(C)3 | GENERAL PURPOSES | $4,540 |
| CHILDREN'S MUSEUM OF RICHMOND | |||||||
| 2626 W BROAD ST | RICHMOND | VA | 23220 | N/A | 501(C)3 | GENERAL PURPOSES | $1,558 |
| CHRISTIAN YOUTH THEATER | |||||||
| 2216 PERL RD | RICHMOND | VA | 23230 | N/A | 501(C)3 | GENERAL PURPOSES | $2,627 |
| COMFORT ZONE CAMP | |||||||
| 7201 GLEN FOREST DRIVE | RICHMOND | VA | 23226 | N/A | 501(C)3 | GENERAL PURPOSE | $2,119 |
| EAST DISTRICT FAMILY RESOURCE CENTER | |||||||
| 2405 JEFFERSON AVE | RICHMOND | VA | 23223 | N/A | 501(C)3 | GENERAL PURPOSE | $1,378 |
| FRIENDS ASSOCIATION FOR CHILDREN | |||||||
| 1004 ST JOHN STREET | RICHMOND | VA | 23220 | N/A | 501(C)3 | GENERAL PURPOSE | $1,784 |
| HANOVER ARC INC | |||||||
| PO BOX 91 | ASHLAND | VA | 23005 | N/A | 501(C)3 | GENERAL PURPOSE | $4,311 |
| HOPE FOR FAMILIES | |||||||
| PO BOX 2500 | MECHANICSVILLE | VA | 23116 | N/A | 501(C)3 | GENERAL PURPOSE | $3,832 |
| LEWIS GINTER BOTANICAL GARDENS | |||||||
| 1800 LAKESIDE AVE | RICHMOND | VA | 23228 | N/A | 501(C)3 | GENERAL PURPOSE | $1,160 |
| PATRICK HENRY SCHOOL OF SCIENCE AND ARTS | |||||||
| 3411 SEMMES AVE | RICHMOND | VA | 23225 | N/A | 501(C)3 | GENERAL PURPOSE | $2,247 |
| POSITIVE VIBE FOUNDATION | |||||||
| 2825 HATHAWAY RD | RICHMOND | VA | 23225 | N/A | 501(C)3 | GENERAL PURPOSE | $1,393 |
| RICHMOND BALLET | |||||||
| 407 E CANAL ST | RICHMOND | VA | 23219 | N/A | 501(C)3 | GENERAL PURPOSE | $2,081 |
| RICHMOND CYCLING CORPS | |||||||
| 1717 SUMMIT AVE | RICHMOND | VA | 23230 | N/A | 501(C)3 | GENERAL PURPOSE | $2,880 |
| RICHMOND METRO HABITAT FOR HUMANITY | |||||||
| 2281 DABNEY RD SUITE A | RICHMOND | VA | 23230 | N/A | 501(C)3 | GENERAL PURPOSE | $1,448 |
| RICHMOND PEACE EDUCATION CENTER | |||||||
| 3500 PATTERSON AVE | RICHMOND | VA | 23221 | N/A | 501(C)3 | GENERAL PURPOSE | $1,213 |
| RICHMOND TENNIS ASSOCIATION | |||||||
| PO BOX 17612 | RICHMOND | VA | 23226 | N/A | 501(C)3 | GENERAL PURPOSE | $1,870 |
| SAFE HARBOR | |||||||
| 2006 BREMO RD | RICHMOND | VA | 23226 | N/A | 501(C)3 | GENERAL PURPOSE | $1,751 |
| ST JOSEPH'S VILLA | |||||||
| 8000 BROOK RD | RICHMOND | VA | 23227 | N/A | 501(C)3 | GENERAL PURPOSE | $1,633 |
| THE CULTURAL ARTS CENTER OF GLEN ALLEN | |||||||
| 2880 MOUNTAIN RD | GLEN ALLEN | VA | 23060 | N/A | 501(C)3 | GENERAL PURPOSE | $1,694 |
| THE FACES OF HOPE | |||||||
| 8014 MIDLOTHIAN TNPK | RICHMOND | VA | 23235 | N/A | 501(C)3 | GENERAL PURPOSE | $4,131 |
| THE SCOTTISH RITE CHILDHOOD | |||||||
| 4202 HERMITAGE RD | RICHMOND | VA | 23227 | N/A | 501(C)3 | GENERAL PURPOSE | $4,183 |
| THE VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE | |||||||
| 101 N 14TH ST | RICHMOND | VA | 23219 | N/A | 501(C)3 | GENERAL PURPOSE | $2,033 |
| YMCA OF GREATER RICHMOND | |||||||
| 2 WEST FRANKLIN ST | RICHMOND | VA | 23220 | N/A | 501(C)3 | GENERAL PURPOSE | $2,375 |
| UNITED METHODIST FAMILY SERVICES | |||||||
| 3900 W BROAD ST | RICHMOND | VA | 23230 | N/A | 501(C)3 | GENERAL PURPOSE | $4,624 |
| YOUNG PEOPLE'S COMMNUNITY FOUNDATION | |||||||
| PO BOX 74545 | NORTH CHESTERFIELD | VA | 23236 | N/A | 501(C)3 | GENERAL PURPOSE | $1,421 |
| YOUTH LIFE FOUNDATION OF RICHMOND | |||||||
| 4206 CHAMBERLAYNE AVE | RICHMOND | VA | 23227 | N/A | 501(C)3 | GENERAL PURPOSE | $4,685 |
| THE MCSHIN FOUNDATION | |||||||
| 2300 DUMBARTON RD | RICHMOND | VA | 23228 | N/A | 501(C)3 | GENERAL PURPOSE | $2,458 |
| RICHMOND WALDORF SCHOOL | |||||||
| 1000 WESTOVER HILLS BLVD | RICHMOND | VA | 23225 | N/A | 501(C)3 | GENERAL PURPOSE | $1,459 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4600 COX RD | RICHMOND | VA | 23060 | N/A | 501(C)3 | GENERAL PURPOSE | $5,000 |
| ST THOMAS EPISCOPAL CHURCH | |||||||
| 3602 HAWTHORNE AVE | RICHMOND | VA | 23222 | N/A | 501(C)3 | GENERAL PURPOSE | $2,000 |
| LINWOOD HOLTON ELEMENTARY SCHOOL | |||||||
| 1600 WEST LABURNUM AVE | RICHMOND | VA | 23227 | N/A | 501(C)3 | GENERAL PURPOSE | $1,000 |
| ALL SAINTS CATHOLIC SCHOOL | |||||||
| 3418 NOBLE AVE | RICHMOND | VA | 23222 | N/A | 501(C)3 | GENERAL PURPOSE | $750 |
| LEWIS GINTER RECREATIONAL ASSOCIATION | |||||||
| 3421 HAWTHORNE AVE | RICHMOND | VA | 23222 | N/A | 501(C)3 | GENERAL PURPOSE | $750 |
| PRESERVE HISTORIC NORTHSIDE INC | |||||||
| 4901 DICKENS RD | RICHMOND | VA | 23230 | N/A | 501(C)3 | GENERAL PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 110721 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $44,009 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,577 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $48,588 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 48588 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,343 | Amount |
| Net Investment Income | 3343 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE SECURITIES | 261849 | 273940 |
| MUTUAL FUNDS | 516871 | 612290 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 264667 | BookValue |
| EOYFMV | 281250 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $1,138 | Amount |
| Net Investment Income | 1138 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| REGISTRATION FEE | 25 | 25 | 0 |
| BANK SERVICE CHARGES | 57 | 57 | 0 |
| ASSET MANAGEMENT FEE | 8514 | 8514 | 0 |
| MISCELLANEOUS | 150 | 150 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COST BASIS ADJUSTMENT | Description |
| Amount | $8,946 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $3,849 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |