PARKER CARSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PARKER CARSON FOUNDATION (EIN 54-1875279)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-25
- IRS object ID
- 202530569349100013
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-25T09:18:43-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231392502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUANE MORRIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S 17TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191034196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541875279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKER CARSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARK | BusinessNameControlTxt |
| Phone | 8042729044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER RD E-300 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCILE SWIFT MILLER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8042729044 | PhoneNum |
| Signature | 2025-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA A RUTH-COOK | PreparerPersonNm |
| PTIN | P01066743 | PTIN |
| Phone | 2159791640 | PhoneNum |
| Preparation | 2025-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,513,772 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $87,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,247 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,812,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,780 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $281,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $281,027 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $215 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $215 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,891 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,446 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,445 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,490 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,490 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,724 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,778 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,753 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $258,338 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $166,795 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,309 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,796,157 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,987,072 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,442,463 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,962,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,058,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,513,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,962,952 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,058,381 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,962,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,058,381 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,962,952 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,058,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,962,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,429 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,058,381 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,058,381 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TRUST CO OF VA | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $1,812,036 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,618,256 | CostOrOtherBasisAmt |
| Gain Or Loss | $193,780 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $193,780 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,780 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $1,660 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUST COMPANY OF VIRGINIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042729044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 STONY POINT PWY STE 300 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232351936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LUCILE SWIFT MILLER | |||||||||
| WILMINGTON TRUST 150 N RADNOR | CHESTER RD | RADNOR | PA | 19087 | DIRECTOR, PRES., SECY | 5.00 | $0 | $0 | $0 |
| JOHN CLIFFORD MILLER IV | |||||||||
| 135 MOUNT WHITNEY COURT | SAN RAFAEL | CA | 94903 | DIRECTOR | 5.00 | $0 | $0 | $0 | |
| LAURA SWIFT MILLER MEYERS | |||||||||
| 7710 WOOD ROAD | RICHMOND | VA | 23229 | DIRECTOR | 5.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,417,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,592,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,592,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,538,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $176,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $176,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,591 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,591 | TotalTaxAmt |
| Distributable Before Adj | $173,345 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,345 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,345 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,185 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,185 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $155,851 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $155,851 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $169,011 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGHENY BLUE RIDGE ALLIANCE | |||||||
| PO BOX 96 | MONTEREY | VA | 24465 | NONE | PC | GENERAL PURPOSES | $10,000 |
| BAY AREA DISCOVERY MUSEUM | |||||||
| 557 MCREYNOLDS RD | SAUSALITO | CA | 94965 | NONE | PC | GENERAL PURPOSES | $5,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL PURPOSES | $1,000 |
| BROWN UNIVERSITY | |||||||
| 69 BROWN ST BOX 1822 | PROVIDENCE | RI | 02912 | NONE | PC | SCHOLARSHIP FUND | $1,000 |
| COLLEGIATE SCHOOL | |||||||
| 103 N MOORELAND RD | RICHMOND | VA | 23229 | NONE | PC | THE PENNY AND BILLY PEEBLES ENDOWMENT FOR FACULTY AND STAFF | $1,000 |
| COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT | |||||||
| 91-1270 KINOIKI ST BLDG 1 | KEPOLEI | HI | 96707 | NONE | PC | GENERAL PURPOSES | $2,500 |
| EARTH JUSTICE LEGAL DEFENSE FUND | |||||||
| 50 CALIFORNIA STREET STE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL PURPOSES | $10,000 |
| GWEN IFILL FUND FOR JOURNALISM EXCELLENCE | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | GENERAL PURPOSES | $1,000 |
| HOLLINS UNIVERSITY | |||||||
| 7916 WILLIAMSON RD | ROANOKE | VA | 24019 | NONE | PC | GENERAL PURPOSES | $2,500 |
| HOUSING FAMILIES FIRST | |||||||
| 3900 NINE MILE RD | RICHMOND | VA | 23223 | NONE | PC | GENERAL PURPOSES | $5,000 |
| MONTESSORI DE TERRA LINDA | |||||||
| 610 DEL GANADA RD | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL PURPOSES | $25,000 |
| NATURE CONSERVANCY OF VIRGINIA | |||||||
| 490 WESTFIELD ROAD | CHARLOTTESVILLE | VA | 22901 | NONE | PC | GENERAL PURPOSES | $5,000 |
| SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES | |||||||
| 2355 CENTRAL AVENUE | MCKINLEYVILLE | CA | 95519 | NONE | PC | GENERAL PURPOSES | $2,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN STREET SUITE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | GENERAL PURPOSES | $10,000 |
| THE CARSON MCCULLERS CENTER | |||||||
| 1519 STARK AVENUE | COLUMBUS | GA | 31906 | NONE | PC | GENERAL PURPOSES | $1,000 |
| THE COTTAGE SCHOOL | |||||||
| 700 GRIMES BRIDGE ROAD | ROSWELL | GA | 30075 | NONE | PC | GENERAL PURPOSES | $5,000 |
| THE LEAGUE OF WOMEN VOTERS | |||||||
| 1730 M STREET NW SUITE 1000 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL PURPOSES | $5,000 |
| UNIVERSITY OF TENNESSEE FOUNDATION INC | |||||||
| 1525 UNIVERSITY AVE | KNOXVILLE | TN | 37921 | NONE | PC | GENERAL PURPOSES | $11,000 |
| VCU FOUNDATION | |||||||
| PO BOX 842039 | RICHMOND | VA | 23284 | NONE | PC | GENERAL PURPOSES | $6,000 |
| VIRGINIA CENTER FOR THE CREATIVE ARTS | |||||||
| 154 SAN ANGELO DR | AMHERST | VA | 24521 | NONE | PC | GENERAL PURPOSES | $2,500 |
| VIRGINIA COMMUNITY UNIVERSITY | |||||||
| PO BOX 843042 | RICHMOND | VA | 232843042 | NONE | PC | MASSEY COMPREHENSIVE CANCER CENTER | $2,000 |
| VIRGINIA MUSEUM OF FINE ARTS | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | NONE | PC | GENERAL PURPOSES | $5,000 |
| VIRGINIA PUBLIC ACCESS PROJECT | |||||||
| 1209 E CARY ST 200 | RICHMOND | VA | 23219 | NONE | PC | GENERAL PURPOSES | $5,000 |
| VIRGINIA PUBLIC MEDIA | |||||||
| 23 SESAME STREET | RICHMOND | VA | 23235 | NONE | PC | GENERAL PURPOSES | $10,000 |
| WETA | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | GENERAL PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,247 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $193,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $281,027 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $281,027 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & ACCOUNTING SERVICES | CategoryTxt |
| Amt | $2,891 | Amt |
| Net Investment Income | $1,446 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,445 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TRUST COMPANY OF VIRGINIA | StockNm |
| EOY Book Value | $2,987,072 | EOYBookValueAmt |
| EOYFMV | $3,442,463 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $215 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $215 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $4,753 | $4,753 | $0 |
| ANNUAL REPORT FOR THE STATE CORPORATION COMMISSION | $25 | $0 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $16,490 | Amt |
| Net Investment Income | $16,490 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,724 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |