CHASE FOUNDATION OF VIRGINIA: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHASE FOUNDATION OF VIRGINIA (EIN 54-1770697)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-06
- IRS object ID
- 201242199349100424
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-06T15:36:53-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540504608 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brown Edwards & Company LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 Newman Avenue | AddressLine1 |
| City | Harrisonburg | City |
| State | VA | State |
| ZIP Code | 22801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541770697 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Chase Foundation of Virginia | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAS | NameControl |
| Phone | 4342939104 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Preston Avenue No 500 | AddressLine1 |
| City | Charlottesville | City |
| State | VA | State |
| ZIP Code | 229025096 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Derwood S Chase Jr | Name |
| Title | President | Title |
| Phone | 4342939104 | Phone |
| Date Signed | 2012-07-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Don Clark | Name |
| PTIN | P01036735 | PTIN |
| Phone | 5404346736 | Phone |
| Date Prepared | 2012-07-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 16516943 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 127 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 127 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 166058 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 166058 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 166854 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10446021 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 166854 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -83604 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1249435 | TotalRevenueAndExpenses |
| Total Net Investment Income | 333039 | 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 |
| Accounting Fees Rev And Expnss | 4900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4900 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 521 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 521 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 4070 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 4070 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7039 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6889 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 150 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16530 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7410 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 9120 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 895500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 895500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 912030 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7410 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 904620 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 337405 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 325629 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3064645 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5620569 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5620569 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1308 | AccountsReceivable |
| Accounts Receivable BOY | 38 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1308 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1308 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 20000 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 10000 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 10000 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 7543125 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 4268994 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 4260410 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 843546 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 614179 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 767090 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1462062 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2815861 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2736237 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2350776 | InvestmentsOtherBOY |
| Investments Other EOY | 2301506 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3121329 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 15284192 | TotalAssetsBOY |
| Total Assets EOY | 15632417 | TotalAssetsEOY |
| Total Assets EOYFMV | 16516943 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 15284192 | CapitalStockBOY |
| Capital Stock EOY | 15632417 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 15284192 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15632417 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 15284192 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15632417 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 15284192 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 337405 | ExcessOfRevenueOverExpenses |
| Other Increases | 13448 | OtherIncreases |
| Subtotal | 15635045 | Subtotal |
| Other Decreases | 2628 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15632417 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | 10423132 | 10279167 | 143965 | 143965 |
| Capital Gains Dividends | P | 22889 | 22889 | 22889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 166854 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 679764 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 15775048 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043091 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 758875 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12757047 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059487 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 529213 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9784319 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054088 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 521325 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9792049 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053240 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 573161 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9815239 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058395 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.268301 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053660 | AverageDistributionRatio |
| Net Noncharitable Assets | 16093242 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 863563 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3256 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 866819 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 904620 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3256 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3256 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3256 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2880 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1215 | TaxPaidWithExtension |
| Total Credits And Payments | 4095 | TotalCreditsAndPayments |
| Penalty For Underpayment | 19 | PenaltyForUnderpayment |
| Overpayment | 820 | Overpayment |
| Amount Credited To Next Year | 820 | 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 | Derwood S Chase Jr | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4342939104 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Preston Avenue Suite 500 | AddressLine1 |
| City | Charlottesville | City |
| State | VA | State |
| ZIP Code | 229025096 | 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 | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Derwood S Chase Jr | ||||||||
| 400 Wellington Drive | Charlottesville | VA | 22903 | President and trustee | 1.92 | 0 | 0 | 0 |
| Johanna B Chase | ||||||||
| 400 Wellington Drive | Charlottesville | VA | 22903 | Secretary and trustee | 0.21 | 0 | 0 | 0 |
| Stuart F Chase | ||||||||
| 645 Plantation Ct | Charlottesville | VA | 22903 | Vice-President, Treasurer | 0.21 | 0 | 0 | 0 |
| Stephen Moore | ||||||||
| 2011 Freedom Ln | Falls Church | VA | 22043 | Regular Trustee | 0.21 | 0 | 0 | 0 |
| Cheryl O Chase | ||||||||
| 4807 Ellensburg Dr | Dallas | TX | 75244 | Regular Trustee | 0.21 | 0 | 0 | 0 |
| Alejandro A Chafuen PhD | ||||||||
| 2000 N 14th Street St 550 | Arlington | VA | 22201 | Regular Trustee | 1.92 | 0 | 0 | 0 |
| John C Goodman | ||||||||
| 12770 Coit Rd St 800 | Dallas | TX | 75251 | Regular Trustee | 0.21 | 0 | 0 | 0 |
| Walter E Williams | ||||||||
| 4400 University Drive | Fairfax | VA | 22030 | Regular Trustee | 0.21 | 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 | 14517724 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1831321 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5376 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16354421 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 16104 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 16338317 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 245075 | CashDeemedCharitable |
| Net Noncharitable Assets | 16093242 | NetNoncharitableAssets |
| Minimum Investment Return | 804662 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 804662 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3256 | TaxBasedOnInvestmentIncome |
| Total Tax | 3256 | TotalTax |
| Distributable Amount Before Adj | 801406 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 801406 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 801406 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 904620 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 904620 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3256 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 901364 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 801406 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 46994 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 46945 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 53199 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 125137 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 272275 | TotalExcessDistriCarryover |
| Qualifying Distributions | 904620 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 801406 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 103214 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 375489 | 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 | 46994 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 328495 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 46945 | ExcessFromYear4 |
| Excess From Year3 | 53199 | ExcessFromYear3 |
| Excess From Year2 | 125137 | ExcessFromYear2 |
| Excess From Current Year | 103214 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Derwood S Chase Jr | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Derwood S Chase Jr | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Preston Avenue Suite 500 | AddressLine1 |
| City | Charlottesville | City |
| State | VA | State |
| ZIP Code | 229025096 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4342939104 | RecipientPhoneNumber |
| Form And Info And Materials | No form has been prescribed by the organization. | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | Charitable organizations must meet the criteria specified in Article 2, Paragraph C(a) of the foundation's trust agreement. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (57 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Acton Institute for the Study of Religion and Liberty | |||||||||||||
| 161 Ottawa Avenue NW Suite 301 | Grand Rapids | MI | 49503 | None | Other Public Charity | To provide general support (charitable) | $25,000 | ||||||
| American Friends of the Institute of Economic Affairs | |||||||||||||
| 2000 North 14th Street Suite 550 | Arlington | VA | 22201 | None | Other Public Charity | To provide general support (charitable) | $10,000 | ||||||
| American Spectator Foundation Inc | |||||||||||||
| 1611 North Kent Street Suite 901 | Arlington | VA | 22209 | None | Other Public Charity | To provide general support (charitable) | $5,000 | ||||||
| Americans for Prosperity (National Chapter) | |||||||||||||
| 2111 Wilson Blvd Ste 350 | Arlington | VA | 22201 | None | Other Public Charity | To provide general support (charitable) | $100,000 | ||||||
| Americans for Prosperity (Virginia Chapter) | |||||||||||||
| 1108 E Main Street Suite 1003 | Richmond | VA | 23219 | None | Other Public Charity | To provide general support (charitable) | $5,000 | ||||||
| Atlas Economic Research Foundation | |||||||||||||
| 2000 North 14TH Street Suite 550 | Arlington | VA | 22201 | None | Other Public Charity | To provide general support (charitable) | $37,000 | ||||||
| Atlas Society Center for Objectivism | |||||||||||||
| 1001 Connecticut Avenue Suite 425 | Washington | DC | 20036 | None | Other Public Charity | To provide general support (charitable) | $10,000 | ||||||
| Buckeye Institute for Public Policy Solutions | |||||||||||||
| 88 East Broad Street Suite 1120 | Columbus | OH | 432153506 | None | Other Public Charity | To provide general support (charitable) | $5,000 | ||||||
| Capital Research Center | |||||||||||||
| 1513 16th Street NW | Washington | DC | 200361480 | None | Other Public Charity | To provide general support (charitable) | $6,000 | ||||||
| Cascade Policy Institute | |||||||||||||
| 813 SW Alder Suite 450 | Portland | OR | 97205 | None | Other Public Charity | To provide general support (charitable) | $12,000 | ||||||
| Cato Institute | |||||||||||||
| 1000 Massachusetts Ave NW | Washington | DC | 20001 | None | Other Public Charity | To provide general support (charitable) | $25,000 | ||||||
| Committee for a Constructive Tomorrow | |||||||||||||
| PO Box 65722 | Washington | DC | 20035 | None | Other Public Charity | To provide general support (charitable) | $2,000 | ||||||
| Competitive Enterprise Institute | |||||||||||||
| 1001 Connecticut Avenue NW Suite | Washington | DC | 20036 | None | Other Public Charity | To provide general support (charitable) | $19,000 | 1250 | |||||
| Ethan Allen Institute | |||||||||||||
| 4836 Kirby Mountain Road | Concord | VT | 05824 | None | Other Public Charity | To provide general support (charitable) | $3,000 | ||||||
| Evergreen Freedom Foundation | |||||||||||||
| pO Box 552 | Olympia | WA | 98507 | None | Other Public Charity | To provide general support (charitable) | $15,000 | ||||||
| Families Against Manatory Minimums | |||||||||||||
| 1612 K Street NW Suite 700 | Washington | DC | 20006 | None | Other Public Charity | To provide general support (charitable) | $2,000 | ||||||
| Federalist Society for Law & Public Policy Studies | |||||||||||||
| 1015 18th Street NW Suite 425 | Washington | DC | 200361480 | None | Other Public Charity | To provide general support (charitable) | $12,000 | ||||||
| Flint Hills Center For Public Policy | |||||||||||||
| 250 N Water St Suite 216 | Wichita | KS | 672021216 | None | Other Public Charity | To provide general support (charitable) | $6,000 | ||||||
| Foundation for Economic Education | |||||||||||||
| 30 South Broadway | IrvingtononHudson | NY | 10533 | None | Other Public Charity | To provide general support (charitable) | $12,000 | ||||||
| Foundation for Individual Rights in Education | |||||||||||||
| 601 Walnut Street Suite 510 | Philadelphia | PA | 19106 | None | Other Public Charity | To provide general support (charitable) | $15,000 | ||||||
| Foundation for Research on Economics and the Environment | |||||||||||||
| 662 Ferguson Road | Bozeman | MT | 59718 | None | Other Public Charity | To provide general support (charitable) | $15,000 | ||||||
| Fraser Institute | |||||||||||||
| None | Other Public Charity | To provide general support (charitable) | $17,000 | 4th Floor 1770 Burrard Street | Vancouver | British Columbia | CA | V6J3G7 | |||||
| FreedomWorks | |||||||||||||
| 601 Pennsylvania Avenue NW North | Washington | DC | 20004 | None | Other Public Charity | To provide general support (charitable) | $15,000 | Bldg Ste 700 | |||||
| Fund for American Studies | |||||||||||||
| 1706 New Hampshire Avenue NW | Washington | DC | 20009 | None | Other Public Charity | To provide general support (charitable) | $14,000 | ||||||
| Future of Freedom Foundation | |||||||||||||
| 11350 Random Hills Road Suite 800 | Fairfax | VA | 22030 | None | Other Public Charity | To provide general support (charitable) | $12,000 | ||||||
| Goldwater Institute | |||||||||||||
| 500 E Coronado Road | Phoenix | AZ | 85018 | None | Other Public Charity | To provide general support (charitable) | $12,000 | ||||||
| Heartland Institute | |||||||||||||
| 19 South LaSalle Suite 903 | Chicago | IL | 60603 | None | Other Public Charity | To provide general support (charitable) | $25,000 | ||||||
| Hispanic American Center for Economic Research | |||||||||||||
| 910 17th Street NW Suite 422 | Washington | DC | 200062605 | None | Other Public Charity | To provide general support (charitable) | $10,000 | ||||||
| Independent Institute | |||||||||||||
| 100 Swan Way | Oakland | CA | 946211428 | None | Other Public Charity | To provide general support (charitable) | $8,000 | ||||||
| Institute for Energy Research | |||||||||||||
| 6524 San Felipe PMB 287 | Houston | TX | 770572611 | None | Other Public Charity | To provide general support (charitable) | $25,000 | ||||||
| Institute for Health Freedom | |||||||||||||
| 1875 Eye Street NW Suite 500 | Washington | DC | 20006 | None | Other Public Charity | To provide general support (charitable) | $5,000 | ||||||
| Institute for Humane Studies | |||||||||||||
| 3301 North Fairfax Drive Suite 440 | Arlington | VA | 222014432 | None | Other Public Charity | To provide general support (charitable) | $12,000 | ||||||
| Institute for Justice | |||||||||||||
| 901 N Glebe Rd Ste 900 | Arlington | VA | 22203 | None | Other Public Charity | To provide general support (charitable) | $33,000 | ||||||
| Intercollegiate Studies Institute Inc | |||||||||||||
| 3901 Centerville Rd PO Box 4431 | Wilmington | DE | 19807 | None | Other Public Charity | To provide general support (charitable) | $1,000 | ||||||
| James Madison Institute | |||||||||||||
| PO Box 37460 | Tallahassee | FL | 32315 | None | Other Public Charity | To provide general support (charitable) | $2,000 | ||||||
| John Locke Foundation | |||||||||||||
| 200 W Morgan 200 | Raleigh | NC | 27601 | None | Other Public Charity | To provide general support (charitable) | $10,000 | ||||||
| Landmark Legal Foundation | |||||||||||||
| 19415 Deerfield Avenue Suite 312 | Leesburg | VA | 20176 | None | Other Public Charity | To provide general support (charitable) | $4,000 | ||||||
| Law Enforcement Against Prohibition | |||||||||||||
| 121 Mystic Avenue | Medford | MA | 02155 | None | Other Public Charity | To provide general support (charitable) | $4,000 | ||||||
| Locke Institute | |||||||||||||
| 5188 Dungannon Road | Fairfax | VA | 22030 | None | Other Public Charity | To provide general support (charitable) | $13,000 | ||||||
| Ludwig von Mises Institute | |||||||||||||
| 518 West Magnolia Avenue | Auburn | AL | 368324528 | None | Other Public Charity | To provide general support (charitable) | $10,000 | ||||||
| Mackinac Center for Public Policy | |||||||||||||
| 140 West Main Street / PO Box 568 | Midland | MI | 48640 | None | Other Public Charity | To provide general support (charitable) | $12,000 | ||||||
| Montreal Economic Institute | |||||||||||||
| None | Other Public Charity | To provide general support (charitable) | $10,000 | 1010 Sherbrooke St West Suite 930 | Montreal | Quebec | CA | H3A 2R7 | |||||
| National Center for Policy Analysis | |||||||||||||
| 12770 Coit Rd Suite 800 | Dallas | TX | 75251 | None | Other Public Charity | To provide general support (charitable) | $36,000 | ||||||
| National Journalism Center | |||||||||||||
| 110 Elden Street Suite A | Herndon | VA | 20170 | None | Other Public Charity | To provide general support (charitable) | $10,000 | ||||||
| Pacific Legal Foundation | |||||||||||||
| 3900 Lennane Drive Suite 200 | Sacramento | CA | 95834 | None | Other Public Charity | To provide general support (charitable) | $10,000 | ||||||
| Pacific Research Institute for Public Policy | |||||||||||||
| 755 Sansome Street Suite 450 | San Francisco | CA | 94111 | None | Other Public Charity | To provide general support (charitable) | $15,000 | ||||||
| Property and Environment Research Center | |||||||||||||
| 2048 Analysis Drive Suite A | Bozeman | MT | 597186829 | None | Other Public Charity | To provide general support (charitable) | $12,000 | ||||||
| Reason Foundation | |||||||||||||
| 3415 S Sepulveda Blvd Suite 400 | Los Angeles | CA | 90034 | None | Other Public Charity | To provide general support (charitable) | $30,000 | ||||||
| Rio Grande Foundation | |||||||||||||
| P O Box 40336 | Albuquerque | NM | 87196 | None | Other Public Charity | To provide general support (charitable) | $10,000 | ||||||
| State Policy Network | |||||||||||||
| 2020 North 14th Street Suite 250 | Arlington | VA | 22201 | None | Other Public Charity | To provide general support (charitable) | $10,000 | ||||||
| Tax Foundation | |||||||||||||
| 529 14th Street NW Suite 420 | Washington | DC | 200451000 | None | Other Public Charity | To provide general support (charitable) | $10,000 | ||||||
| Thomas Jefferson Institute for Public Policy | |||||||||||||
| 9035 Golden Sunset Lane | Springfield | VA | 22153 | None | Other Public Charity | To provide general support (charitable) | $4,000 | ||||||
| Virginia Institute for Public Policy | |||||||||||||
| 7326 Early Marker Court | Gainesville | VA | 201551865 | None | Other Public Charity | To provide general support (charitable) | $28,000 | ||||||
| Foundation for Rational Economics and Education | |||||||||||||
| P O Box 1776 | Lake Jackson | TX | 77566 | None | Other Public Charity | To provide general support (charitable) | $500 | ||||||
| Citizens Against Government Waste | |||||||||||||
| 1301 Pennsylvania Avenue NW Suite | Washington | DC | 20004 | None | Other Public Charity | To provide general support (charitable) | $25,000 | 1075 | |||||
| Mercatus Center | |||||||||||||
| 3351 North Fairfax Drive 4th Floor | Arlington | VA | 22201 | None | Other Public Charity | To provide general support (charitable) | $50,000 | ||||||
| Public Notice Research and Education Foundation | |||||||||||||
| 2111 Wilson Blvd Ste 210 | Arlington | VA | 22201 | None | Other Public Charity | To provide general support (charitable) | $50,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 895500 | 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 | $127 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $166,058 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $166,854 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (16 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| Ridgewood Energy I Fund LLC ordinary income | 211110 | $4,283 |
| Ridgewood Energy K Fund LLC ordinary loss | 211110 | -$976 |
| Ridgewood Energy L Fund LLC ordinary income | 211110 | $410 |
| Ridgewood Energy M Fund LLC ordinary loss | 211110 | -$7,892 |
| Ridgewood Energy N Fund LLC ordinary income | 211110 | $3,055 |
| Ridgewood Energy O Fund LLC ordinary income | 211110 | $8,652 |
| Ridgewood Energy P Fund LLC ordinary income | 211110 | -$402 |
| Ridgewood Energy Q Fund LLC ordinary income | 211110 | $8,318 |
| Ridgewood Energy R Fund ordinary income | 211110 | $1,982 |
| Ridgewood Energy S Fund LLC ordinary loss | 211110 | -$11,236 |
| Western Drilling Program 2008-B ordinary income | 211110 | $2,756 |
| Western Drilling Program 2010-B ordinary loss | 211110 | -$3,850 |
| Western Drilling Program Badger/Bush ordinary loss | 211110 | -$955 |
| Rodgewood Energy O Fund LLC Section 1231 income | 211110 | $52 |
| Ridgewood Energy S Fund LLC Section 1231 income | 211110 | $48 |
| Western Drilling Program Wylie ordinary loss | 211110 | -$87,872 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$83,627 | UnrelatedBusinessIncomeAmount |
| Exclusion | $333,062 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 249435 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Derwood S Chase Jr | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Preston Avenue Suite 500 | AddressLine1 |
| City | Charlottesville | City |
| State | VA | State |
| ZIP Code | 229025096 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $4,900 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4900 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Corporate Bonds | NameOfBond |
| EOY Book Value | 2815861 | EOYBookValue |
| EOYFMV | 2736237 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Common Stocks | NameOfStock |
| EOY Book Value | 614179 | EOYBookValue |
| EOYFMV | 767090 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 4268994 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 4260410 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (17 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Mutual Funds | FMV | 1854834 | 2496875 |
| Ridgewood Energy I Fund, L.L.C. | FMV | 13870 | 19542 |
| Ridgewood Energy K Fund, L.L.C. | FMV | 8123 | 3844 |
| Ridgewood Energy L Fund, L.L.C. | FMV | 26735 | 21172 |
| Ridgewood Energy M Fund, L.L.C. | FMV | 24402 | 11422 |
| Ridgewood Energy N Fund, L.L.C. | FMV | 899 | 18552 |
| Ridgewood Energy O Fund, L.L.C. | FMV | 69022 | 48302 |
| Ridgewood Energy P Fund, L.L.C. | FMV | 40249 | 38771 |
| Ridgewood Energy Q Fund, L.L.C. | FMV | 43875 | 35680 |
| Ridgewood Energy R Fund, L.L.C. | FMV | 8585 | 15136 |
| Ridgewood Energy S Fund, L.L.C. | FMV | 27183 | 44137 |
| Western Drilling Program 2008-B | FMV | 6395 | 16921 |
| Western Drilling Program 2010-B | FMV | 19654 | 70917 |
| Western Drilling Program Badger & Bush | FMV | 2153 | 8292 |
| 333,333 shares Zounds, Inc. Series A2 preferred stock | AT COST | 25000 | 23333 |
| 422,415 shares OurStage, Inc. Series B preferred stock | AT COST | 106660 | 147845 |
| Western Drilling Program Wylie | FMV | 23867 | 100588 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Estimated Federal Income Tax Payments | Description |
| Amount | $2,628 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Custody Fees | 6730 | 6730 | 0 |
| Credit card fees | 150 | 0 | 150 |
| AFR Agent Fees | 159 | 159 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (17 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| LTCG from Oil & Gas K-1 (Ridgewood Energy M Fund, L.L.C.) | 23 | 0 | 23 |
| Ridgewood Energy I Fund LLC ordinary income | 4283 | 4283 | |
| Ridgewood Energy K Fund LLC ordinary loss | -976 | -976 | |
| Ridgewood Energy L Fund LLC ordinary income | 410 | 410 | |
| Ridgewood Energy M Fund LLC ordinary loss | -7892 | -7892 | |
| Ridgewood Energy N Fund LLC ordinary income | 3055 | 3055 | |
| Ridgewood Energy O Fund LLC ordinary income | 8652 | 8652 | |
| Ridgewood Energy P Fund LLC ordinary income | -402 | -402 | |
| Ridgewood Energy Q Fund LLC ordinary income | 8318 | 8318 | |
| Ridgewood Energy R Fund ordinary income | 1982 | 1982 | |
| Ridgewood Energy S Fund LLC ordinary loss | -11236 | -11236 | |
| Western Drilling Program 2008-B ordinary income | 2756 | 2756 | |
| Western Drilling Program 2010-B ordinary loss | -3850 | -3850 | |
| Western Drilling Program Badger/Bush ordinary loss | -955 | -955 | |
| Rodgewood Energy O Fund LLC Section 1231 income | 52 | 52 | |
| Ridgewood Energy S Fund LLC Section 1231 income | 48 | 48 | |
| Western Drilling Program Wylie ordinary loss | -87872 | -87872 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal Tax Refund | $2,057 |
| Percentage Depletion | $11,388 |
| Rounding | $3 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | Category |
| Amount | $521 | Amount |
| Net Investment Income | 521 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |