COMPTON FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COMPTON FAMILY FOUNDATION (EIN 54-2016383)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-02
- IRS object ID
- 201123069349100602
- Schema version
- 2010v3.4
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-02T12:50:16-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALL EINHORN & CHERNITZER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542016383 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPTON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMP | NameControl |
| Phone | 7572202958 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1796 CYPRESS ISLE | AddressLine1 |
| City | WILLIAMSBURG | City |
| State | VA | State |
| ZIP Code | 23185 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | H RAY COMPTON | Name |
| Title | PRESIDENT | Title |
| Phone | 7572202958 | Phone |
| Date Signed | 2011-10-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHIRLEY C BALDWIN | Name |
| Phone | 7576254700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2272485 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 64348 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 64348 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 111785 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 816990 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 111785 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 176133 | TotalRevenueAndExpenses |
| Total Net Investment Income | 176133 | 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 | 3700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3700 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 22701 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 22701 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2798 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2798 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 29199 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 29199 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 504700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 504700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 533899 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 29199 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 504700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -357766 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 146934 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 28989 | CashBOY |
| Cash EOY | 17871 | CashEOY |
| Cash EOYFMV | 17871 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 509549 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 120301 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 121672 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 289255 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 200847 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 211102 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 570762 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 532695 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 684906 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 234279 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 234279 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 263262 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 620933 | InvestmentsOtherBOY |
| Investments Other EOY | 790008 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 973672 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2253767 | TotalAssetsBOY |
| Total Assets EOY | 1896001 | TotalAssetsEOY |
| Total Assets EOYFMV | 2272485 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2253767 | CapitalStockBOY |
| Capital Stock EOY | 1896001 | 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 | 2253767 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1896001 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2253767 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1896001 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2253767 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -357766 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1896001 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1896001 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| LPL FINANCIAL 2400-5155 - DETAILS ON FILE | P | 103505 | 89336 | 14169 | 14169 |
| LPL FINANCIAL 2400-5155 - DETAILS ON FILE | P | 713094 | 615869 | 97225 | 97225 |
| LPL FINANCIAL 2400-5155 CAPITAL GAIN DISTRIBUTION | P | 177 | 177 | 177 | |
| MERRILL LYNCH CAPITAL GAIN DISTRIBUTION | P | 214 | 214 | 214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 111785 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 342139 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2566472 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.133311 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 149575 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2641049 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056635 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 8226 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2651380 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.003103 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1731 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1958536 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000884 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1671 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1685814 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000991 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.194924 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038985 | AverageDistributionRatio |
| Net Noncharitable Assets | 2288736 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 89226 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1469 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 90695 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 504700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1469 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1469 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1469 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1600 | TotalCreditsAndPayments |
| Overpayment | 131 | Overpayment |
| Amount Credited To Next Year | 131 | 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 | H RAY COMPTON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7572202958 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1796 CYPRESS ISLE | AddressLine1 |
| City | WILLIAMSBURG | City |
| State | VA | State |
| ZIP Code | 23185 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| H RAY COMPTON | ||||||||
| 1796 CYPRESS ISLE | WILLIAMSBURG | VA | 23185 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| JEAN T COMPTON | ||||||||
| 1796 CYPRESS ISLE | WILLIAMSBURG | VA | 23185 | SECRETARY/TREAS | 1.00 | 0 | 0 | 0 |
| BRYAN W COMPTON | ||||||||
| 3029 FALLS RIVER AVE | RALEIGH | NC | 27614 | VP | 1.00 | 0 | 0 | 0 |
| MARK A COMPTON | ||||||||
| 923 SHOAL CREEK TRAIL | CHESAPEAKE | VA | 23320 | VP | 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) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2154992 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 168598 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2323590 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2323590 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 34854 | CashDeemedCharitable |
| Net Noncharitable Assets | 2288736 | NetNoncharitableAssets |
| Minimum Investment Return | 114437 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 114437 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1469 | TaxBasedOnInvestmentIncome |
| Total Tax | 1469 | TotalTax |
| Distributable Amount Before Adj | 112968 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 112968 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 112968 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 504700 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 504700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1469 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 503231 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 112968 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 18373 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 216987 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 235360 | TotalExcessDistriCarryover |
| Qualifying Distributions | 504700 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 112968 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 391732 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 627092 | 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 | 627092 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 18373 | ExcessFromYear2 |
| Excess From Year1 | 216987 | ExcessFromYear1 |
| Excess From Current Year | 391732 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H RAY COMPTON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE FOR CANCER RESEARCH | ||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $500 |
| AMERICAN HEART ASSOCIATION | ||||||
| PO BOX 78851 | PHOENIX | AZ | 850628851 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $500 |
| CASA | ||||||
| 1311 JAMESTOWN RD SUITE 201 | WILLIAMSBURG | VA | 23185 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $2,000 |
| CHKD | ||||||
| 601 CHILDRENS LANE | NORFOLK | VA | 23507 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $100,000 |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $2,000 |
| FLORIDA OCEANOGRAPHIC SOCIETY | ||||||
| 890 NE OCEAN BLVD | STUART | FL | 34996 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $1,000 |
| FURMAN UNIVERSITY | ||||||
| 3300 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $25,000 |
| GREAT BRIDGE BATTLEFIELD & WATERWAYS HISTORY FOUNDATION | ||||||
| PO BOX 15425 | CHESAPEAKE | VA | 23328 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $100,000 |
| GROVE CHRISTIAN OUTREACH CENTER | ||||||
| 8910-E POCAHONTAS TRAIL | WILLIAMSBURG | VA | 23185 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $10,000 |
| HABITAT FOR HUMANITY | ||||||
| PO BOX 6439 | AMERICUS | GA | 31709 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $2,500 |
| HABITAT FOR HUMANITY | ||||||
| PO BOX 6439 | AMERICUS | GA | 31709 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $5,000 |
| JAMESTOWN-YORKTOWN FOUNDATIONINC | ||||||
| PO BOX 3605 | WILLIAMSBURG | VA | 23187 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $2,000 |
| MARCH OF DIMES | ||||||
| PO BOX 8972 | TOPEKA | KS | 666088972 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $500 |
| MARTIN MEMORIAL FOUNDATION | ||||||
| PO BOX 9010 | STUART | FL | 34995 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $10,000 |
| PARK PLACE SCHOOL | ||||||
| 509 WEST 35TH STREET | NORFOLK | VA | 23508 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $10,000 |
| PATRICK HENRY BOYS & GIRLS PLANTATION | ||||||
| PO BOX 1398 | BROOKNEAL | VA | 24528 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $1,200 |
| PATRICK HENRY BOYS & GIRLS PLANTATION | ||||||
| PO BOX 1398 | BROOKNEAL | VA | 24528 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $1,000 |
| SALVATION ARMY | ||||||
| PO BOX 388 | NORFOLK | VA | 23501 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $10,000 |
| THE JOHN LELAND CENTER FOR THEOLOGICAL STUDIES | ||||||
| 405 N WASHINGTON STREET SUITE 200 | FALLS CHURCH | VA | 22046 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $25,000 |
| THE JOHN LELAND CENTER FOR THEOLOGICAL STUDIES | ||||||
| 405 N WASHINGTON STREET SUITE 200 | FALLS CHURCH | VA | 22046 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $25,000 |
| THE JOHN LELAND CENTER FOR THEOLOGICAL STUDIES | ||||||
| 405 N WASHINGTON STREET SUITE 200 | FALLS CHURCH | VA | 22046 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $150,000 |
| THE LOUISBURG SOCIETY | ||||||
| 501 NORTH MAIN STREET | LOUISBURG | NC | 27549 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $1,000 |
| WILLIAMSBURG LAND CONSERVANCY | ||||||
| 5000 NEW POINT ROAD SUITE 3101 | WILLIAMSBURG | VA | 23188 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $500 |
| YOUTH FOR TOMORROW- NEW LIFE CENTER INC | ||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | 501(C)(3) | SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 504700 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $64,348 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $111,785 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $176,133 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 176133 | 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 | $3,700 | Amount |
| Net Investment Income | 3700 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | INVESTMENT - COPORATE BONDS | NameOfBond |
| EOY Book Value | 234279 | EOYBookValue |
| EOYFMV | 263262 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENT - COPORATE STOCK | NameOfStock |
| EOY Book Value | 532695 | EOYBookValue |
| EOYFMV | 684906 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 200847 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 211102 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT - MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 790008 | BookValue |
| EOYFMV | 973672 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $22,701 | Amount |
| Net Investment Income | 22701 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $12 | 12 | 0 |
| STATE TAXES PAID | $35 | 35 | 0 |
| FEDERAL TAXES PAID | $2,751 | 2751 | 0 |