BETA

B M STANTON FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
B M STANTON FOUNDATION (EIN 54-6191995)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-06
IRS object ID
202641269349100734
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-06T11:28:24-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841595367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AMG NATIONAL TRUST BANKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16295 GREENWOOD PLAZA BLVDAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP801114908ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN546191995EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BM STANTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBMSTBusinessNameControlTxt
Phone7573684466PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 CONSTITUTION DRIVE STE 222AddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23462ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEIGH J CASONPersonNm
Person TitleTRUST OFFICERPersonTitleTxt
Phone7573684466PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA K OCHU CPAPreparerPersonNm
PTINP00166691PTIN
Phone3036942190PhoneNum
Preparation2026-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,426,197FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,718InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,718InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,328DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,464DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$181,835GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$181,835GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$172,634NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$406NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$150,430GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$193,475TotalRevAndExpnssAmt
Total Net Invst Incm$193,017TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,710AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$190AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$22,295OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,295OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,584TaxesRevAndExpnssAmt
Taxes Net Invst Incm$145TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,201OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,201OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,980TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,351TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$190TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,288ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,288ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$137,268TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,351TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,478TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$56,207ExcessRevenueOverExpensesAmt
Net Investment Income$159,666NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$8,000CashEOYAmt
Cash EOYFMV$8,000CashEOYFMVAmt
Sav And Temp Cash Invst BOY$154,722SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$171,320SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$171,320SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$193,052CorporateStockBOYAmt
Corporate Stock EOY$224,661CorporateStockEOYAmt
Corporate Stock EOYFMV$306,877CorporateStockEOYFMVAmt
Other Investments BOY$213,750OtherInvestmentsBOYAmt
Other Investments EOY$213,750OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,940,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$561,524TotalAssetsBOYAmt
Total Assets EOY$617,731TotalAssetsEOYAmt
Total Assets EOYFMV$2,426,197TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$699,029CapitalStockBOYAmt
Capital Stock EOY$561,524CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$137,505RetainedEarningBOYAmt
Retained Earning EOY$56,207RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$561,524TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$617,731TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$561,524TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$617,731TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$561,524TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$56,207ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$617,731SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$617,731TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES- AMG SHORT TERMP$6,567$5,856$711$711
PUBLICLY TRADED SECURITIES- AMG LONG TERMP$143,810$144,927-$1,117-$1,117
PUBLICLY TRADED SECURITIES- AMG LONG TERMP$53$53$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income-$406CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,219InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,219SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,219TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$781OverpaymentAmt
Applied To ES Tax$781AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAMG NATIONAL TRUST BANKIndividualWithBooksNm
Phone7573684466PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 CONSTITUTION DR STE 222AddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23462ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANE S MONROE
1317 KINGFISHER COURTVIRGINIA BEACHVA23451CHAIRMAN OF BOARD0.50$0$0$0
DOROTHY P MANNIX
102 CLUBHOUSE ROAD APT 377NAPLESFL341052901BOARD MEMBER0.00$0$0$0
ROBERT M STANTON
703 23RD STREETVIRGINIA BEACHVA23451BOARD MEMBER0.00$0$0$0
AMG NATIONAL TRUST BANK
100 CONSTITUTION DR STE 222VIRGINIA BEACHVA23462ACTING TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,219,586AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$155,366AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,374,952TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,374,952AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,624CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,339,328NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,966MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,966MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,219TaxBasedOnInvestmentIncomeAmt
Total Tax$2,219TotalTaxAmt
Distributable Before Adj$114,747DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$114,747DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$114,747DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,478ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$100,478QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$114,747DistributableAsAdjustedAmt
Undistributed Income PY$93,110UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$100,478QualifyingDistributionsAmt
Applied To Year1$93,110AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,368AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$107,379UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDIANE MONROERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11317 KINGFISHER COURTAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7573684466RecipientPhoneNum
Form And Info And MaterialsPROVIDE A LETTER STATING THE CHARITABLE PURPOSE OF THE FUND DRIVE AND MUST ALSO SUPPLY PROOF OF RECIPIENT'S TAX EXEMPTION UNDER IRS CODE SECTION 501(C)(3).FormAndInfoAndMaterialsTxt
Submission DeadlinesPRIOR TO OCTOBER 31ST OF EACH YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsCONTRIBUTIONS ARE MADE TO 501(C)3 ORGANIZATIONS LOCATED IN VIRGINIA BEACH, VA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHESAPEAKE BAY ACADEMY
821 BAKER RDVIRGINIA BEACHVA23462NONEPCEDUCATION$7,000
CHESAPEAKE BAY WINE CLASSIC FOUNDATION
PO BOX 1175VIRGINIA BEACHVA22451NONEPCCOMMUNITY$2,500
HOPE HOUSE FOUNDATION
801 BOUSH STREET STE 302NORFOLKVA23510NONEPCCOMMUNITY$10,000
MEALS ON WHEELS OF CHESAPEAKE
736 BATTLEFIELD BLVD NCHESAKEAKEVA23320NONEPCCOMMUNITY$5,000
SETON YOUTH SHELTERS
101 N LYNNHAVEN RD SUITE 101VIRGINIA BEACHVA23452NONEPCCOMMUNITY$37,288
TOWN CENTER KIWANIS
PO BOX 6211VIRGINIA BEACHVA234662111NONEPCCOMMUNITY$500
VIRGINIA AQUARIUM
717 GENERAL BOOTH BLVDVIRGINIA BEACHVA23451NONEPCEDUCATIONAL$7,000
VIRGINIA BEACH COURT-APPOINTED SPECIAL ADVOCATES
JUVENILE DOMESTIC RELATIONS COURTVIRGINIA BEACHVA23456NONEPCCHILDREN & YOUTH SERVICES$5,0002425 NIMMO PKWY
VIRGINIA BEACH BILLFISH FOUNDATION
PO BOX 568 WINSTON SALEM AVENUEVIRGINIA BEACHVA23451NONEPCCOMMUNITY$1,000
VIRGINIA HORSE CENTER FOUNDATION
487 MAURY RIVER ROADLEXINGTONVA244503374NONEPCCOMMUNITY$12,500
SENTARA FOUNDATION
1300 SENTARA PARKVIRGINIA BEACHVA234645884NONEPCHEALTH$2,500
OCALA SYMPHONY
500 NE 9TH STREETOCALAFL34470NONEPCCOMMUNITY$5,000
VIRGINIA BEACH RESCUE SQUAD FOUNDATION
740 VIRGINIA BEACH BLVDVIRGINIA BEACHVA23451NONEPCHEALTH$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,288TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,718ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,328ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$172,634ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$406ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$184,274ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$184,274TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX & ACCOUNTING FEESCategoryTxt
Amt$1,900Amt
Net Investment Income$1,710NetInvestmentIncomeAmt
Disbursements Charitable Prps$190DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AQR LONG-SHORT EQUITY FUND$5,310$8,871
ISHARES CORE INTL STOCK ETF$40,339$60,010
ISHARES MSCI EAFE VALUE INDEX$4,936$6,998
ISHARES RUSSELL 1000 VALUE$4,439$6,521
ISHARES RUSSELL MIDCAP INDEX$11,817$19,350
ISHARES RUSSELL MIDCAP VALUE INDEX FUND$1,280$2,116
ISHARES TRUST 2000 VALUE$1,539$2,175
ISHARES TRUST RUSSELL 2000$14,734$19,200
SPDR GOLD TRUST$3,472$7,926
SPDR S&P GLOBAL NATURAL RESOURCES ETF$9,590$10,377
SPDR S&P 500 ETF TRUST$34,516$62,055
VANGUARD INFLATION PROTECTED ADMIRAL$12,756$11,872
VANGUARD INTER-TERM TAX EXEMPT FUND$13,937$13,632
VANGUARD LTD TERM T/E FD -ADMIRAL 531$13,336$13,452
VANGUARD TOTAL BOND MARKET$27,420$27,628
VANGUARD TOTAL INTL BOND ETF$9,519$9,519
VANGUARD ULTRA-SHORT-TERM BND FND ADM$8,184$8,197
ABERDEEN STANDARD SILVER TRUST PHYSICAL SHARES ETF$7,537$16,978

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
8211 BROOK RD LOT 1, RICHMOND, VAAT COST$31,500$1,100,000
8201 BROOK RD LOT 3 & 5, RICHMOND, VAAT COST$182,250$840,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$716$716$0
LEGAL FEES$1,900$1,900$0
PROPERTY TAX$6,585$6,585$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY & TRUSTEE FEESCategoryTxt
Amt$22,295Amt
Net Investment Income$22,295NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2025 FORM 990-PF ESTIMATED TAX$3,000$0$0
FOREIGN TAXES PAID$145$145$0
2024 FORM 990PF TAX DUE$439$0$0

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