BURKE & HERBERT BANK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BURKE & HERBERT BANK FOUNDATION (EIN 93-4693127)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-23
- IRS object ID
- 202601749349100505
- Schema version
- 2025v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-23T07:10:19+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5810 TENNYSON PARKWAY Suite 450 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750244112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 934693127 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Burke & Herbert Bank Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURK | BusinessNameControlTxt |
| Phone | 7036911235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5680 King Centre Drive Ste 801 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22315 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H Charles Maddy III | PersonNm |
| Person Title | Director, President | PersonTitleTxt |
| Phone | 7036911235 | PhoneNum |
| Signature | 2026-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori McLaughlin | PreparerPersonNm |
| PTIN | P01231707 | PTIN |
| Phone | 2147775200 | PhoneNum |
| Preparation | 2026-06-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,692,508 | 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 |
| Interest On Sav Rev And Expnss | $128,736 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128,736 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,145 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $210,881 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,881 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $42,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,986 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,986 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,024,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,024,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,069,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,986 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,024,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$858,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $567 | CashBOYAmt |
| Cash EOY | $505 | CashEOYAmt |
| Cash EOYFMV | $505 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,918,046 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,839,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,839,675 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,000 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $252,395 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $258,078 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $258,078 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,558,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,158,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,158,589 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $374,868 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $430,661 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $430,661 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,103,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,692,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,692,508 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,103,955 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,692,508 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,103,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,692,508 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,103,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,692,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,103,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$858,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $446,968 | OtherIncreasesAmt |
| Subtotal | $5,692,508 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,692,508 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,334 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,334 | SubtotalAmt |
| Tax Based On Investment Income | $2,334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,256 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,450 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,706 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,372 | OverpaymentAmt |
| Applied To ES Tax | $2,372 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERESA ELY | IndividualWithBooksNm |
| Phone | 3045300526 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5680 KING CENTRE DRIVE SUITE 801 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22315 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| H Charles Maddy III | ||||||||
| 5680 King Centre Drive Ste 801 | Alexandria | VA | 22315 | Director, President | 1.00 | $0 | $0 | $0 |
| Angela K Zirk | ||||||||
| 5680 King Centre Drive Ste 801 | Alexandria | VA | 22315 | Director, Vice-President | 1.00 | $0 | $0 | $0 |
| David P Boyle | ||||||||
| 5680 King Centre Drive Ste 801 | Alexandria | VA | 22315 | Director | 1.00 | $0 | $0 | $0 |
| Robert S Tissue | ||||||||
| 5680 King Centre Drive Ste 801 | Alexandria | VA | 22315 | Director | 1.00 | $0 | $0 | $0 |
| Roy E Halyama | ||||||||
| 5680 King Centre Drive Ste 801 | Alexandria | VA | 22315 | Director | 1.00 | $0 | $0 | $0 |
| Alexis F Santin | ||||||||
| 5680 King Centre Drive Ste 801 | Alexandria | VA | 22315 | Director | 1.00 | $0 | $0 | $0 |
| Teresa D Ely | ||||||||
| 5680 King Centre Drive Ste 801 | Alexandria | VA | 22315 | Secretary/Treasurer | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $3,763,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,989,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,752,973 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,752,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,295 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,666,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $283,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,334 | TotalTaxAmt |
| Distributable Before Adj | $281,000 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $281,000 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $281,000 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,024,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,024,010 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $281,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $160,551 | UndistributedIncomePYAmt |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,024,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $160,551 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $281,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $582,459 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $582,459 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $582,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $582,459 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANGELA R ZIRK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH MAIN STREET PO BOX 179 | AddressLine1Txt |
| City | MOOREFIELD | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | AZIRK@SUMMITFGI.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (112 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREATER FREDERICKSBURG HABITAT FOR HUMANITY | |||||||
| PO BOX 8265 | FREDERICKSBURG | VA | 22404 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE LAUREL CENTER INTERVENTION FOR DOMESTIC & SEXUAL VIOLENCE | |||||||
| PO BOX 14 | WINCHESTER | VA | 22604 | NONE | PC | GENERAL SUPPORT | $10,000 |
| VALLEY INTERFAITH ACTION | |||||||
| PO BOX 964 | HARRISONBURG | VA | 22803 | NONE | PC | GENERAL SUPPORT | $7,500 |
| WHAT IS YOUR VOICE INC | |||||||
| 17583 SHADY RD | LEWES | DE | 19958 | NONE | PC | GENERAL SUPPORT | $50,000 |
| THE 516 PROJECT INC | |||||||
| PO BOX 415 | FREDERICKSBURG | VA | 22404 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NEW CREATION VA INC | |||||||
| 3051 S MAIN STREET | HARRISONBURG | VA | 22801 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MERCY HOUSE INC | |||||||
| PO BOX 1478 | HARRISONBURG | VA | 228031478 | NONE | PC | GENERAL SUPPORT | $15,000 |
| MCCOY-MCMECHEN MUSEUM INC | |||||||
| PO BOX 125 | MOOREFIELD | WV | 26836 | NONE | PF | GENERAL SUPPORT | $50,000 |
| HUNTINGTON CITY MISSION | |||||||
| 624 10TH ST | HUNTINGTON | WV | 25701 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CADCO FOUNDATION INC | |||||||
| 1116 SMITH STREET | CHARLESTON | WV | 25301 | NONE | PC | GENERAL SUPPORT | $25,000 |
| POTOMAC HIGHLANDS MENTAL HEALTH GUILD INC | |||||||
| PO BOX 1119 | PETERSBURG | WV | 26847 | NONE | PC | GENERAL SUPPORT | $75,000 |
| GOOCHLAND EDUCATIONAL FOUNDATION INCORPORATED | |||||||
| 2938-I RIVER ROAD WEST | GOOCHLAND | VA | 23063 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TOGETHER WE BAKE | |||||||
| 212 SOUTH WASHINGTON STREET | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITY LODGINGS INC | |||||||
| 3912 ELBERT AVENUE | ALEXANDRIA | VA | 22305 | NONE | PC | GENERAL SUPPORT | $10,000 |
| EDUCATE FAIRFAX | |||||||
| 8115 GATEHOUSE ROAD SUITE 5400 | FALLS CHURCH | VA | 22042 | NONE | PC | GENERAL SUPPORT | $10,000 |
| KIDS ON FIRST FOUNDATION | |||||||
| 2910 IONIS LANE | MIDLOTHIAN | VA | 23112 | NONE | PC | GENERAL SUPPORT | $3,000 |
| MOVE2LEARN | |||||||
| 107 S WEST STREET 545 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $5,000 |
| VALLEY VIEW GOLF UNITED INCORPORATED | |||||||
| 108 N MAIN ST | PETERSBURG | WV | 26847 | NONE | PC | GENERAL SUPPORT | $34,000 |
| THE CENTER FOR ALEXANDRIA'S CHILDREN | |||||||
| 4850 MARK CENTER DRIVE 5TH FLOOR | ALEXANDRIA | VA | 22311 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE STEP SISTERS | |||||||
| 22768 ALLISON WAY | ASHBURN | VA | 20148 | NONE | PC | GENERAL SUPPORT | $2,500 |
| PETERSBURG VOLUNTEER FIRE COMPANY | |||||||
| 49 SOUTH MAIN STREET | PETERSBURG | WV | 26847 | NONE | PC | GENERAL SUPPORT | $14,760 |
| RURITAN NATIONALS CORP | |||||||
| 437 ABBY LANE | MAYSVILLE | WV | 26833 | NONE | PC | GENERAL SUPPORT | $2,000 |
| JK COMMUNITY FARM | |||||||
| 44112 MERCURE CIR | STERLING | VA | 20166 | NONE | PC | GENERAL SUPPORT | $25,000 |
| FREDERICKSBURG REGIONAL FOOD BANK | |||||||
| 3631 LEE HILL DRIVE | FREDERICKSBURG | VA | 22408 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TEACH TO REACH TEENS | |||||||
| 1312 RAILROAD AVE | FREDERICKSBURG | VA | 22401 | NONE | PC | GENERAL SUPPORT | $2,500 |
| THE FRIENDS OF THE GRAPE INC | |||||||
| 512 FRANKLIN STREET | DENTON | MD | 21629 | NONE | PC | GENERAL SUPPORT | $2,000 |
| BETTER HOUSING COALITION | |||||||
| 2108 W LABURNUM AVE | RICHMOND | VA | 23227 | NONE | PC | GENERAL SUPPORT | $10,000 |
| A FATHER'S LEGACY INCORPORATED | |||||||
| 2003 PLANK ROAD | FREDERICKSBURG | VA | 22401 | NONE | PC | GENERAL SUPPORT | $1,250 |
| OCEANA CHAMBER OF COMMERCE | |||||||
| PO BOX 277 | OCEANA | WV | 24870 | NONE | PC | GENERAL SUPPORT | $15,000 |
| RURAL APPALACHIAN IMPROVEMENT LEAGUE INC | |||||||
| 300 FRONT STREET - P O BOX 171 | MULLENS | WV | 25882 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CITY OF MULLENS FOUNDATION INC | |||||||
| PO BOX 306 | MULLENS | WV | 25882 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HEART AND HAND OUTREACH MINISTRIES INC | |||||||
| 212 D STREET | SOUTH CHARLESTON | WV | 25303 | NONE | PC | GENERAL SUPPORT | $6,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF THE CHESAPEAKE INC | |||||||
| 111-1 EAST DOVER STREET | EASTON | MD | 21601 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SANDERS HOUSE CHARITABLE TRUST | |||||||
| 200 SANDERS LANE | BLUEFIELD | VA | 24605 | NONE | PC | GENERAL SUPPORT | $3,000 |
| PLYMOUTH HAVEN CHRISTIAN PRESCHOOL | |||||||
| 8600 PLYMOUTH ROAD | ALEXANDRIA | VA | 22308 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MILFORD ADVOCACY FOR THE HOMELESS | |||||||
| PO BOX 585 | MILFORD | DE | 19963 | NONE | PC | GENERAL SUPPORT | $6,000 |
| SALT & LIGHT WYTHE CO | |||||||
| 144 LINDEN LANE | WYTHEVILLE | VA | 24382 | NONE | PC | GENERAL SUPPORT | $8,000 |
| HELPING OVERCOME POVERTY'S EXISTENCE INC | |||||||
| 680 WEST MAIN STREET PO BOX 743 | WYTHEVILLE | VA | 24382 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HELPING OVERCOME POVERTY'S EXISTENCE INC | |||||||
| 680 WEST MAIN STREET PO BOX 743 | WYTHEVILLE | VA | 24382 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BIG BROTHERS BIG SISTERS OF THE TRI STATE INC | |||||||
| 501 5TH AVENUE | HUNTINGTON | WV | 25701 | NONE | PC | GENERAL SUPPORT | $5,000 |
| VIRGINIA DOWN SYNDROME ASSOCIATION | |||||||
| 1504 SANTA ROSA ROAD 124 | RICHMOND | VA | 23229 | NONE | PC | GENERAL SUPPORT | $10,000 |
| VOLUNTEER ALEXANDRIA | |||||||
| 2202 MT VERNON AVENUE SUITE 200 | ALEXANDRIA | VA | 22301 | NONE | PC | GENERAL SUPPORT | $2,500 |
| WASHINGTON HERITAGE MUSEUMS | |||||||
| 1300 CHARLES STREET | FREDERICKSBURG | VA | 22401 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SOUTHERN HIGHLANDS COMMUNITY MENTAL HEALTH CENTER INC | |||||||
| 200 12TH STREET EXTENSION | PRINCETON | WV | 24740 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CORNERSTONE CRAFTSMAN INC | |||||||
| 2111 EISENHOWER AVENUE 102 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ALEXANDRIA SEAPORT FOUNDATION | |||||||
| PO BOX 25036 | ALEXANDRIA | VA | 22313 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KANAWHA-CHARLESTON HUMANE ASSOCIATION INC | |||||||
| 1248 GREENBRIER STREET | CHARLESTON | WV | 25311 | NONE | PC | GENERAL SUPPORT | $10,000 |
| PROJECT EQUIP OF GRANT COUNTY | |||||||
| PO BOX 553 | PETERSBURG | WV | 26847 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WESTMINSTER AT WADE INC | |||||||
| PO BOX 777 | BLUEFIELD | WV | 24701 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHRIST CHURCH LAZARUS FOOD PANTRY | |||||||
| 118 N WASHINGTON ST | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $10,000 |
| WYTHEVILLE TRAINING SCHOOL CULTURAL CENTER INC | |||||||
| 410 E FRANKLIN STREET | WYTHEVILLE | VA | 24382 | NONE | PC | GENERAL SUPPORT | $10,000 |
| RECOVER HOPE INC | |||||||
| 12501 LIFE TRAIL | CHESTER | VA | 23831 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF HARRISONBURG | |||||||
| P O BOX 1223 | HARRISONBURG | VA | 22803 | NONE | PC | GENERAL SUPPORT | $12,000 |
| CAMP PADDY RUN INC | |||||||
| 221 CAMP LANE | STAR TANNERY | VA | 22654 | NONE | PC | GENERAL SUPPORT | $22,000 |
| BEN AND ESTHER ROSENBLOOM HILLEL CENTER FOR JEWISH LIFE AT UNIVERSITY OF MD | |||||||
| 7612 MOWATT LANE | COLLEGE PARK | MD | 20740 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CONNECT OUR KIDS | |||||||
| 1069 WEST BROAD STREET 778 | FALLS CHURCH | VA | 22046 | NONE | PC | GENERAL SUPPORT | $2,000 |
| JUNIOR ACHIEVEMENT OF GREATER WASHINGTON | |||||||
| 919 18TH STREET NW 901 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $2,500 |
| JUNIOR ACHIEVEMENT OF THE EASTERN SHORE INC | |||||||
| 301 TILGHMAN ROAD 101 | SALISBURY | MD | 21804 | NONE | PC | GENERAL SUPPORT | $2,500 |
| BLESSINGS WYTHE LOVE | |||||||
| 797 HOGBACK RD | WYTHEVILLE | VA | 24382 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HARDY COUNTY CHILD CARE CENTER INC | |||||||
| 1989 STATE ROAD 55 | MOOREFIELD | WV | 26836 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WEST HARDY EMERGENCY MEDICAL SERVICES INC | |||||||
| PO BOX 1152 | MOOREFIELD | WV | 26836 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MARLINS FOR MASON INC | |||||||
| 10324 PLANTATION LANE | BERLIN | MD | 21811 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MIRACLE LEAGUE OF PRINCE WILLIAM COUNTY | |||||||
| 14420 BRISTOW RD | MANASSAS | VA | 20112 | NONE | PC | GENERAL SUPPORT | $5,000 |
| EASTERN REGIONAL FAMILY RESOURCE NETWORK INC | |||||||
| PO BOX 598 | MOOREFIELD | WV | 26836 | NONE | PC | GENERAL SUPPORT | $7,500 |
| EASTERN SHORE ENTREPRENEURSHIP CENTER INC | |||||||
| 8737 BROOKS DRIVE SUITE 101 | EASTON | MD | 21601 | NONE | PC | GENERAL SUPPORT | $8,000 |
| CHILDLAW SERVICES INC | |||||||
| 1709 WEST MAIN STREET | PRINCETON | WV | 24740 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FACING HUNGER FOODBANK INC | |||||||
| 1327 SEVENTH AVENUE | HUNTINGTON | WV | 25701 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GRANT MEMORIAL HOSPITAL INC | |||||||
| 117 HOSPITAL DRIVE | PETERSBURG | WV | 26847 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MIDSHORE MEALS TIL MONDAY INC | |||||||
| PO BOX 1193 | CAMBRIDGE | MD | 21613 | NONE | PC | GENERAL SUPPORT | $10,000 |
| OAKWOOD SERVICES INTERNATIONAL INC | |||||||
| 7210 BRADDOCK ROAD | ANNANDALE | VA | 22003 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FEDERALSBURG ACTIVITIES CENTER | |||||||
| POB 112 | FEDERALSBURG | MD | 21632 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NEW RIVER COMMUNITY ACTION INC | |||||||
| 206 THIRD AVENUE | RADFORD | VA | 24141 | NONE | PC | GENERAL SUPPORT | $2,000 |
| RESPONSIBLE FATHERS INITIATIVE | |||||||
| 331 LAUREL ST | EASTON | MD | 21601 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CHRISTIAN ASSISTANCE NETWORK | |||||||
| PO BOX 503 | FRANKLIN | WV | 26807 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ADULT CARE CENTER OF THE NORTHERN SHENANDOAH VALLEY | |||||||
| 411 N CAMERON ST 100 | WINCHESTER | VA | 22601 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HIGHLAND MEDICAL CENTER INC | |||||||
| PO BOX 490 | MONTEREY | VA | 24465 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LITTLE HANDS VIRGINIA INC | |||||||
| 3707 SAUNDERS AVENUE | RICHMOND | VA | 23227 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PARTNERS IN CARE MARYLAND INC | |||||||
| 8151-C RITCHIE HIGHWAY | PASADENA | MD | 21122 | NONE | PC | GENERAL SUPPORT | $5,000 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION (7015) | |||||||
| 935 TENTH AVENUE | HUNTINGTON | WV | 25701 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WYOMING COUNTY FIRE COMPANY INC | |||||||
| POST OFFICE BOX 220 | PINEVILLE | WV | 24874 | NONE | PC | GENERAL SUPPORT | $5,000 |
| REAL LIFE | |||||||
| PO BOX 27372 | RICHMOND | VA | 23261 | NONE | PC | GENERAL SUPPORT | $8,000 |
| HARDY COUNTY COMMITTEE ON AGING INC | |||||||
| PO BOX 632 | MOOREFIELD | WV | 26836 | NONE | PC | GENERAL SUPPORT | $10,000 |
| OPEN DOORS INC | |||||||
| PO BOX 1804 | HARRISONBURG | VA | 22803 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ITMANN FOOD BANK | |||||||
| PO BOX 713 | MULLENS | WV | 25882 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HUMANE SOCIETY OF HARDY COUNTY | |||||||
| 28 BECKY LANE | OLD FIELDS | WV | 26845 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION | |||||||
| 3200 MOUNT VERNON MEMORIAL HIGHWAY | MOUNT VERNON | VA | 22121 | NONE | PC | GENERAL SUPPORT | $50,000 |
| ASHBURN VOLUNTEER FIRE AND RESCUE | |||||||
| 20688 ASHBURN ROAD | ASHBURN | VA | 20147 | NONE | PC | GENERAL SUPPORT | $2,000 |
| DONNA M SAUNDERS FOUNDATION INC | |||||||
| 7714 BRISTOL SQUARE CT | SPRINGFIELD | VA | 22153 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WEST VIRGINIA CENTER FOR EMPLOYEE OWNERS | |||||||
| 240 CAPITAL STREET | CHARLESTON | WV | 25301 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LOISANN'S HOPE HOUSE | |||||||
| 902 LAFAYETTE BLVD | FREDERICKSBURG | VA | 224015617 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ALEXANDRIA CELEBRATES WOMEN | |||||||
| 3301 COMMONWEALTH AVE APT A | ALEXANDRIA | VA | 22305 | NONE | PC | GENERAL SUPPORT | $3,000 |
| HOLY CROSS HEALTH FOUNDATION INC | |||||||
| 1500 FOREST GLEN ROAD | SILVER SPRING | MD | 209101484 | NONE | PC | GENERAL SUPPORT | $2,000 |
| BAKHITA KIDS | |||||||
| PO BOX 824 | GREAT FALLS | VA | 22066 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CORNERSTONES INC | |||||||
| 11150 SUNSET HILLS RD STE 210 | RESTON | VA | 20190 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CHILD PROTECT OF MERCER COUNTY INC | |||||||
| 120 SHAKER LANE | PRINCETON | WV | 24740 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WEST VIRGINIA CHILD ABUSE NETWORK INC | |||||||
| 601 MORRIS STREET SUITE 200 | CHARLESTON | WV | 253011900 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PATH TO PEACE COUNSELING SERVICES | |||||||
| 1661 GRAYSON TPKE | WYTHEVILLE | VA | 24382 | NONE | PC | GENERAL SUPPORT | $2,500 |
| WILDFOWL TRUST OF NORTH AMERICA INC | |||||||
| PO BOX 519 | GRANSONVILLE | MD | 21638 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FRIENDS OF THE RAPPAHANNOCK | |||||||
| 3219 FALL HILL AVENUE | FREDERICKSBURG | VA | 22401 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BOYS TO MEN MENTORING NETWORK OF VIRGINIA INC | |||||||
| 12311 STANCROFT RD | ROCKVILLE | VA | 23146 | NONE | PC | GENERAL SUPPORT | $2,500 |
| RONALD MCDONALD HOUSE CHARITIES OF RICHMOND | |||||||
| 2330 MONUMENT AVENUE | RICHMOND | VA | 23220 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ALICES KIDS INC | |||||||
| 3212 WESSYNTON WAY | ALEXANDRIA | VA | 22309 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SEED SOWER INC | |||||||
| 3162 MORRIS BRANCH ROAD | MEADOW BRIDGE | WV | 25976 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITIES IN SCHOOL OF GREENBRIER COUNTY INC | |||||||
| PO BOX 1188 | LEWISBURG | WV | 24901 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ST MICHAELS COMMUNITY CENTER INC | |||||||
| POBOX 354 | ST MICHAELS | MD | 21663 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GODS WAY HOME INC | |||||||
| 477 MAIN STREET | RAINELLE | WV | 25962 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HOPE DISTRIBUTED COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 1869 BOYERS RD | ROCKINGHAM | VA | 22801 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TAMARACK FOUNDATION INC | |||||||
| 1116 SMITH STREET 410 | CHARLESTON | WV | 25301 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MOUNTAINEER FOOD BANK INC | |||||||
| 484 ENTERPRISE DRIVE | GASSAWAY | WV | 26624 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE CAMPAGNA CENTER INC | |||||||
| 418 S WASHINGTON STREET | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WOMENCARE INC | |||||||
| 97 GREAT TEAYS BOULEVARD NO 6 | SCOTT DEPOT | WV | 25560 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHANNEL MARKER INC | |||||||
| 8865 GLEBE PARK DRIVE UNIT 1 | EASTON | MD | 21601 | NONE | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,024,010 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,736 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,145 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $210,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,881 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $430,661 | EOYBookValueAmt |
| EOYFMV | $430,661 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $3,158,589 | EOYBookValueAmt |
| EOYFMV | $3,158,589 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $258,078 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $258,078 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $42,986 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42,986 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains | Desc |
| Amt | $446,968 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $2,300 | Amt |
Comments