THE IRVING AND JETT GROVES CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE IRVING AND JETT GROVES CHARITABLE FOUNDATION (EIN 54-1961867)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-05
- IRS object ID
- 202440369349100109
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-05T10:00:16-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541961867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRVING & JETT GROVES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROV | BusinessNameControlTxt |
| Phone | 2766663247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1306 MULBERRY ROAD | AddressLine1Txt |
| City | MARTINSVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JETT WOOD | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 2766663247 | PhoneNum |
| Signature | 2024-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2024-01-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,482,847 | FMVAssetsEOYAmt |
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 | $1,314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,314 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $271,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,095,270 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $271,797 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $307,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $307,748 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $530 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $209,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $296,704 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,859 | CashEOYAmt |
| Cash EOYFMV | $1,859 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,441 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,441 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $322,065 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $313,803 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $169,268 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $151,652 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $624,527 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,312,267 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,305,895 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,298,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,506,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,482,847 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,298,430 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,506,835 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,298,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,506,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,298,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,506,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,298,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $209,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,196 | OtherIncreasesAmt |
| Subtotal | $1,509,592 | SubtotalAmt |
| Other Decreases | $2,757 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,506,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (136 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 185. AFLAC INC | 2022-09-27 | 2023-02-09 | $13,066 | $10,607 | $2,459 | $2,459 | |
| 117. ABBOTT LABORATORIES | 2016-11-01 | 2023-02-09 | $12,873 | $4,544 | $8,329 | $8,329 | |
| 101. ABBVIE INC | 2013-01-31 | 2023-02-09 | $15,395 | $3,703 | $11,692 | $11,692 | |
| 41. AIR PRODUCTS AND CHEMICALS INC | 2022-08-05 | 2023-02-09 | $11,835 | $10,661 | $1,174 | $1,174 | |
| 103. ANALOG DEVICES INC | 2017-07-27 | 2023-02-09 | $18,726 | $7,917 | $10,809 | $10,809 | |
| 30. ELEVANCE HEALTH INC | 2017-07-27 | 2023-02-09 | $14,599 | $5,771 | $8,828 | $8,828 | |
| 20. BLACKROCK INC | 2022-08-05 | 2023-02-09 | $14,639 | $13,845 | $794 | $794 | |
| 183. BOOZ ALLEN HAMILTON HOLDING CL A | 2022-08-05 | 2023-02-09 | $17,526 | $17,302 | $224 | $224 | |
| 188. CVS CORP | 2022-08-05 | 2023-02-09 | $16,990 | $19,271 | -$2,281 | -$2,281 | |
| 389. CISCO SYSTEMS | 2022-08-05 | 2023-02-09 | $18,333 | $17,390 | $943 | $943 | |
| 128. COCA COLA COMPANY | 2022-08-05 | 2023-02-09 | $7,663 | $8,044 | -$381 | -$381 | |
| 32. CORNING INC | 2019-09-05 | 2023-02-09 | $1,148 | $898 | $250 | $250 | |
| 79. CROWN CASTLE INC REIT | 2017-07-27 | 2023-02-09 | $11,325 | $8,201 | $3,124 | $3,124 | |
| 87. DISCOVER FINL SVCS | 2017-07-27 | 2023-02-09 | $10,118 | $5,269 | $4,849 | $4,849 | |
| 21. EOG RESOURCES INC | 2022-08-05 | 2023-02-09 | $2,670 | $2,244 | $426 | $426 | |
| 199. FIDELITY NATL INFORMATION SERVICES | 2022-08-05 | 2023-02-09 | $15,010 | $19,062 | -$4,052 | -$4,052 | |
| 62. GOLDMAN SACHS GROUP COMMON | 2022-08-05 | 2023-02-09 | $23,367 | $20,766 | $2,601 | $2,601 | |
| 49. HOME DEPOT INCORPORATED | 2019-04-29 | 2023-02-09 | $15,759 | $9,901 | $5,858 | $5,858 | |
| 55. HONEYWELL INTERNATIONAL INC | 2011-07-08 | 2023-02-09 | $11,155 | $4,319 | $6,836 | $6,836 | |
| 2030. I SHARES EAFE INDEX FUND | 2017-07-27 | 2023-02-09 | $145,274 | $135,285 | $9,989 | $9,989 | |
| 1909. ISHARES RUSSELL MID CAP ETF | 2017-07-27 | 2023-02-09 | $140,941 | $93,049 | $47,892 | $47,892 | |
| 750. CEF ISHARES TR S&P | 2017-07-27 | 2023-02-09 | $78,764 | $53,590 | $25,174 | $25,174 | |
| 1115. ISHARES BARCLAYS CREDIT BOND ETF | 2022-08-05 | 2023-02-09 | $56,512 | $57,688 | -$1,176 | -$1,176 | |
| 6. ISHARES BARCLAYS CREDIT BOND ETF | 2022-09-27 | 2023-02-09 | $304 | $290 | $14 | $14 | |
| 85. ISHARES 10-20 YEAR TREASURY BOND ETF | 2022-08-05 | 2023-02-09 | $9,649 | $10,337 | -$688 | -$688 | |
| 2. ISHARES 10-20 YEAR TREASURY BOND ETF | 2022-09-27 | 2023-02-09 | $227 | $217 | $10 | $10 | |
| 6625. ISHARES US TREASURY BOND ETF | 2022-08-05 | 2023-02-09 | $153,166 | $158,901 | -$5,735 | -$5,735 | |
| 1123. ISHARES US TREASURY BOND ETF | 2022-09-27 | 2023-02-09 | $25,963 | $25,515 | $448 | $448 | |
| 200. ISHARES TR CORE HIGH DIVIDEND ETF | 2022-08-05 | 2023-02-09 | $20,857 | $20,350 | $507 | $507 | |
| 55. JOHNSON & JOHNSON | 2012-11-20 | 2023-02-09 | $8,993 | $3,831 | $5,162 | $5,162 | |
| 44. L3 HARRIS TECHNOLOGIES INC | 2022-08-05 | 2023-02-09 | $9,337 | $10,280 | -$943 | -$943 | |
| 113. MARSH & MCLENNAN CO COM | 2022-08-05 | 2023-02-09 | $19,655 | $18,643 | $1,012 | $1,012 | |
| 122. MERCK & CO INC | 2017-07-27 | 2023-02-09 | $13,105 | $7,063 | $6,042 | $6,042 | |
| 83. METLIFE INC | 2022-08-05 | 2023-02-09 | $5,952 | $5,273 | $679 | $679 | |
| 46. MICROSOFT CORPORATION | 2017-07-27 | 2023-02-09 | $12,451 | $3,686 | $8,765 | $8,765 | |
| 70. MOTOROLA SOLUTIONS INC | 2022-08-05 | 2023-02-09 | $18,224 | $17,498 | $726 | $726 | |
| 85. PEPSICO INCORPORATED | 2017-07-27 | 2023-02-09 | $14,763 | $10,139 | $4,624 | $4,624 | |
| 5405.716 PIMCO INVESTMENT GRADE CREDIT BD-I | 2022-08-05 | 2023-02-09 | $48,111 | $49,192 | -$1,081 | -$1,081 | |
| 89. STARBUCKS CORPORATIONS COMMON | 2018-02-23 | 2023-02-09 | $9,476 | $4,893 | $4,583 | $4,583 | |
| 16. TARGET CORP | 2022-08-05 | 2023-02-09 | $2,771 | $2,640 | $131 | $131 | |
| 26. THE TRAVELERS COMPANIES INC. | 2022-09-27 | 2023-02-09 | $4,908 | $3,931 | $977 | $977 | |
| 151. TYSON FOODS INC | 2022-08-05 | 2023-02-09 | $9,160 | $13,136 | -$3,976 | -$3,976 | |
| 69. UNITED PARCEL SERVICE -CL B | 2011-07-08 | 2023-02-09 | $12,888 | $5,615 | $7,273 | $7,273 | |
| 3409.091 VANGUARD M/B SEC INDEX-ADM | 2022-08-05 | 2023-02-09 | $63,477 | $66,000 | -$2,523 | -$2,523 | |
| 357.342 VANGUARD M/B SEC INDEX-ADM | 2022-09-27 | 2023-02-09 | $6,654 | $6,400 | $254 | $254 | |
| 668.435 VANGUARD 500 INDEX ADMIRAL FUND | 2017-07-31 | 2023-02-09 | $251,960 | $152,630 | $99,330 | $99,330 | |
| 123. AMDOCS LTD COM | 2022-08-05 | 2023-02-09 | $11,836 | $10,677 | $1,159 | $1,159 | |
| 50. ACCENTURE PLC IRELAND SHS | 2017-07-27 | 2023-02-09 | $14,393 | $6,412 | $7,981 | $7,981 | |
| 98. MEDTRONIC PLC | 2017-11-08 | 2023-02-09 | $8,401 | $7,887 | $514 | $514 | |
| 67. CHUBB LTD | 2018-09-14 | 2023-02-09 | $14,552 | $8,947 | $5,605 | $5,605 | |
| 650.324 FPA CRESCENT FUND-SUPR INST | 2023-02-09 | 2023-02-21 | $22,820 | $23,028 | -$208 | -$208 | |
| 1606. LOOMIS SAYLES GROWTH-N2 | 2023-02-09 | 2023-02-21 | $29,261 | $30,402 | -$1,141 | -$1,141 | |
| 1997. NEUBERGER BERMAN REAL ESTATE F-I | 2023-02-09 | 2023-03-24 | $24,084 | $26,860 | -$2,776 | -$2,776 | |
| 1063. VANGUARD INT DIV APP INDX FD | 2023-02-09 | 2023-03-24 | $75,218 | $78,774 | -$3,556 | -$3,556 | |
| 1427. LOOMIS SAYLES GROWTH-N2 | 2023-02-09 | 2023-04-26 | $27,470 | $27,013 | $457 | $457 | |
| 1903.534 TOUCHSTONE LARGE CAP-INST | 2023-02-09 | 2023-04-26 | $30,304 | $30,704 | -$400 | -$400 | |
| 1997.944 NEUBERGER BERMAN REAL ESTATE F-I | 2023-02-09 | 2023-07-20 | $25,793 | $26,872 | -$1,079 | -$1,079 | |
| 4975.206 MUZINICH CREDIT OPP-SUP INS | 2023-02-09 | 2023-07-20 | $48,011 | $48,359 | -$348 | -$348 | |
| 199. ISHARES BARCLAYS 1-3 YR TREASURY BD | 2022-08-05 | 2023-08-03 | $16,095 | $16,387 | -$292 | -$292 | |
| 1312. ISHARES BARCLAYS 1-3 YR TREASURY BD | 2023-02-09 | 2023-08-03 | $106,114 | $106,817 | -$703 | -$703 | |
| 1931.069 NEUBERGER BERMAN LONG SHORT-INS | 2023-02-09 | 2023-08-09 | $32,596 | $30,704 | $1,892 | $1,892 | |
| 949. NEUBERGER BERMAN LONG SHORT-INS | 2023-02-21 | 2023-08-09 | $16,019 | $14,966 | $1,053 | $1,053 | |
| 304. INVESCO S&P 500 EQUAL WEIGHT ETF | 2023-02-09 | 2023-09-19 | $44,497 | $46,376 | -$1,879 | -$1,879 | |
| 100. INVESCO S&P 500 EQUAL WEIGHT ETF | 2022-08-05 | 2023-09-19 | $14,637 | $14,495 | $142 | $142 | |
| 431.843 ARIEL FUND-INS | 2023-02-09 | 2023-09-20 | $28,048 | $30,704 | -$2,656 | -$2,656 | |
| 2343.102 PARAM DVD INCOME FD CLASS-I | 2023-02-09 | 2023-09-20 | $36,670 | $38,380 | -$1,710 | -$1,710 | |
| 1210.725 T ROWE PRICE INTEGRATED U.S. | 2023-02-09 | 2023-09-20 | $46,189 | $46,056 | $133 | $133 | |
| 1928.643 VAN ECK EMERGING MARKETS-I | 2023-02-09 | 2023-09-20 | $26,500 | $26,866 | -$366 | -$366 | |
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $271,797 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $796 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $796 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,328 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2766663247 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| IRVING M GROVES III | ||||||
| 3378 BLACKBURN AVE | DALLAS | TX | 75204 | SECRETARY | 1 | $0 |
| MATTIE G SHEPPARD | ||||||
| PO BOX 4831 | MARTINSVILLE | VA | 24115 | PRESIDENT | 1 | $0 |
| JETT G WOOD | ||||||
| 1306 MULBERRY ROAD | MARTINSVILLE | VA | 24112 | VICE-PRESIDENT | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,487,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,564,195 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,564,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,540,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,037 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,124 | TotalTaxAmt |
| Distributable Before Adj | $72,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,413 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,413 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $86,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,483 | UndistributedIncomePYAmt |
| 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 | $86,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,483 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,354 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,354 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| 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 | $6,354 | 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 | $6,354 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AXTON LIFE SAVING CREW | ||||||||
| 1200 A L PHILPOTT HWY | AXTON | VA | 24054 | NONE | PC | GENERAL OPERATING | $2,000 | |
| BASSETT HISTORICAL SOCIETY | ||||||||
| 3964 FAIRYSTONE PARK | BASSETT | VA | 24055 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BOYS & GIRLS CLUB | ||||||||
| 26 W CHURCH STREET | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CARLISLE SCHOOL ANNUAL FUND | ||||||||
| P O BOX 5388 | MARTINSVILLE | VA | 24115 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CHARITY LEAGUE JETT GROVES | ||||||||
| P O BOX 3613 | MARTINSVILLE | VA | 24115 | NONE | PC | SCHOLARSHIP | $3,000 | |
| CHILL | ||||||||
| 24 CLAY STREET | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $500 | |
| CHRISTMAS CHEER | ||||||||
| P O BOX 540 | MARTINSVILLE | VA | 24114 | NONE | PC | GENERAL OPERATING | $1,000 | |
| DYERS STORE FIRE DEPARTMENT | ||||||||
| DYERS STORE ROAD | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $4,000 | |
| EDWARDS ADULT DAY CARE CENTER | ||||||||
| 431 E COMMONWEALTH BLVD | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 146 EAST MAIN STREET | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $15,000 | ANNUAL GIVING |
| FRIENDS OF LIBRARY | ||||||||
| P O BOX 3967 | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $500 | |
| GRACE NETWORK | ||||||||
| P O BOX 3902 | MARTINSVILLE | VA | 24115 | NONE | PC | GENERAL OPERATING | $4,000 | |
| GRANBERRY METHODIST CHURCH | ||||||||
| 120 HATCHER FARM ROAD | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $500 | |
| HENRY COUNTY SHERIFFS DEPT | ||||||||
| 3250 KINGS MOUNTAIN RD | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $1,000 | |
| JEFFERSON SCHOLARS FOUNDATION | ||||||||
| 112 CLARKE COURT | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL OPERATING | $1,000 | |
| LONGWOOD UNIVERSITY SCHOLARSHIP | ||||||||
| 201 HIGH STREET | FARMVILLE | VA | 23909 | NONE | PC | SCHOLARSHIP | $5,000 | |
| MARTINSVILLE CEMETERY ASSOCIATION | ||||||||
| P O BOX 246 | MARTINSVILLE | VA | 24114 | NONE | NC | GENERAL OPERATING | $3,000 | |
| MARTINSVILLE-HENRY CO CRIMESTOPPERS | ||||||||
| 3250 KINGS MOUNTAIN RD | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NEW COLLEGE FOUNDATION SCHOLARSHIP | ||||||||
| 191 FAYETTE STREET | MARTINSVILLE | VA | 24112 | NONE | PC | SCHOLARSHIP | $5,000 | |
| OMICRON DELTA KAPPA FOUNDATION | ||||||||
| 224 MCLAUGHLIN ST | LEXINGTON | KY | 24450 | NONE | PC | GENERAL OPERATING | $250 | |
| PHI BETA KAPPA SOCIETY | ||||||||
| P O BOX 297269 | WASHINGTON | DC | 200777210 | NONE | PC | GENERAL OPERATING EXPENSES | $250 | |
| PIEDMONT ARTS | ||||||||
| 215 STARLING AVENUE | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PATRICK HENRY COMMUNITY COLLEGE | ||||||||
| 645 PATRIOT AVENUE | MARTINSVILLE | VA | 24112 | NONE | PC | SCHOLARSHIP | $2,000 | |
| PREGNANCY CARE CENTER | ||||||||
| 314 FAIRY STREET | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $1,500 | |
| RANDOLPH MACON COLLEGE GRIDIRON CLUB | ||||||||
| P O BOX 5005 | ASHLAND | VA | 23005 | NONE | PC | GENERAL OPERATING | $500 | |
| RANDOLPH MACON COLLEGE PRES CLUB | ||||||||
| P O BOX 5005 | ASHLAND | VA | 23005 | NONE | PC | GENERAL OPERATING | $1,500 | |
| RANDOLPH MACON COLLEGE SCHOLARSHIP | ||||||||
| P O BOX 5005 | ASHLAND | VA | 23005 | NONE | PC | SCHOLARSHIP | $5,000 | |
| RED CROSS | ||||||||
| 1081 SPRUCE STREET | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $1,500 | |
| RIDGEWAY UNITED METHODIST CHURCH | ||||||||
| 160 CHURCH ST | RIDGEWAY | VA | 24148 | NONE | PC | GENERAL OPERATING | $500 | |
| SAFETYNET INC | ||||||||
| P O BOX 4482 | MARTINSVILLE | VA | 24115 | NONE | PC | GENERAL OPERATING | $500 | |
| SALVATION ARMY | ||||||||
| P O BOX 551 | MARTINSVILLE | VA | 24114 | NONE | PC | GENERAL OPERATING | $1,500 | |
| SMITH RIVER SPORTS COMPLEX | ||||||||
| 1000 IRISBURG RD | AXTON | VA | 24054 | NONE | PC | GENERAL OPERATING | $1,500 | |
| SPCA | ||||||||
| 132 JOSEPH MARTIN HWY | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $1,500 | |
| THEATRE WORKS COMMUNITY PLAYERS | ||||||||
| P O BOX 3180 | MARTINSVILLE | VA | 24115 | NONE | PC | GENERAL OPERATING | $1,000 | |
| UNITED WAY OF MARTINSVILLE & HENRY CO | ||||||||
| P O BOX 951 | MARTINSVILLE | VA | 24114 | NONE | PC | GENERAL OPERATING | $1,000 | |
| VA MUSEUM OF NATURAL HISTORY | ||||||||
| 21 STARLING AVENUE | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $500 | |
| VIRGINIA SHERIFFS' INSTITUTE | ||||||||
| 701 E FRANKLIN 706 | RICHMOND | VA | 23286 | NONE | PC | GENERAL OPERATING | $500 | |
| WHARTON SCHOOL OF BUSINESS FOUNDATION | ||||||||
| 3733 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL OPERATING | $250 | |
| YMCA ENDOWMENT FUND | ||||||||
| 3 STARLING AVENUE | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $1,000 | |
| VA STATE POLICE ASSOCIATION | ||||||||
| 6944 FOREST HILLS | RICHMOND | VA | 23225 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BEEGINS WITH YOU | ||||||||
| 209 B STARLING AVENUE | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $500 | |
| FOCUS ON YOUTH | ||||||||
| 8904 BROOKSIDE AVE | W Chester | OH | 45069 | NONE | PC | GENERAL OPERATING | $2,000 | |
| KIWANAS LOCAL | ||||||||
| 17 N CHAMPION ST | YOUNGSTOWN | OH | 44503 | NONE | PC | GENERAL OPERATING | $500 | |
| MILE 2 | ||||||||
| 601 EAST 3RD STREET | DAYTON | OH | 45402 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BLUE RIDGE REGIONAL LIBRARY | ||||||||
| 28 STATE RTE 1400 | ROANOKE | VA | 24012 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 932 STARLING AVENUE | MARTINSVILLE | VA | 24112 | NONE | PC | GENERAL OPERATING | $500 | |
| MARTINSVILLE HENRY COUNTY HISTORICAL | ||||||||
| 1 EAST MAIN STREET | Martinsville | VA | 24112 | NONE | PC | GENERAL OPERATING | $1,000 | SOCIETY |
| COMMUNITY FOUNDATION DONATION FOR THE | ||||||||
| PO BOX 1124 | MARTINSVILLE | VA | 24114 | NONE | PC | GENERAL OPERATING | $500 | H CLAY GRAVELY IV FUND |
| PANNILL AMERICAN LEGION POST #42 | ||||||||
| PO BOX 4082 | MARTINSVILLE | VA | 24115 | NONE | PC | GENERAL OPERATING | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,314 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,679 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $271,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $307,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $307,790 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $3,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTINSVILLE CEMETERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | CASH | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTINSVILLE CEMETERY | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 246 | AddressLine1Txt |
| City | MARTINSVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-09-28 | GrantDt |
| Grant | $3,000 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING EXPENSES | PurposeOfGrantTxt |
| Any Diversion By Grantee | None | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 09/28/2023 | DatesOfReportsByGranteeTxt |
| Verification | 2023-10-31 | VerificationDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 258620566 DOUBLELINE TOTAL RET | $111,344 | $96,921 |
| 464288653 ISHARES 10-20 YEAR T | ||
| 46429B267 ISHARES US TREASURY | ||
| 722005816 PIMCO INVESTMENT GRA | ||
| 464287226 ISHARES CORE US AGGR | $57,924 | $54,731 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm |
|---|
| G1151C101 ACCENTURE PLC CL A |
| 002824100 ABBOTT LABS |
| 00287Y109 ABBVIE INC |
| 032654105 ANALOG DEVICES INC |
| 036752103 ELEVANCE HEALTH INC |
| 219350105 CORNING INC |
| 254709108 DISCOVER FINL SVCS |
| 437076102 HOME DEPOT INC |
| 438516106 HONEYWELL INTERNATIO |
| 478160104 JOHNSON & JOHNSON |
| 58933Y105 MERCK & CO INC |
| 594918104 MICROSOFT CORP |
| 713448108 PEPSICO INC |
| 855244109 STARBUCKS CORP |
| 911312106 UNITED PARCEL SERVIC |
| G5960L103 MEDTRONIC PLC |
| H1467J104 CHUBB LTD |
| 001055102 AFLAC INC |
| 009158106 AIR PRODUCTS & CHEMI |
| 09247X101 BLACKROCK INC |
| 099502106 BOOZ ALLEN HAMILTON |
| 126650100 CVS HEALTH CORP |
| 17275R102 CISCO SYSTEMS INC |
| 191216100 COCA COLA CO |
| 26875P101 EOG RESOURCES INC |
| 31620M106 FIDELITY NATL INFORM |
| 38141G104 GOLDMAN SACHS GROUP |
| 502431109 L3 HARRIS TECHNOLOGI |
| 571748102 MARSH & MCLENNAN COS |
| 59156R108 METLIFE INC |
| 620076307 MOTOROLA SOLUTIONS, |
| 87612E106 TARGET CORP |
| 89417E109 TRAVELERS COMPANIES |
| 902494103 TYSON FOODS INC CL A |
| G02602103 AMDOCS LTD |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 22822V101 CROWN CASTLE INC | |||
| 464287465 ISHARES MSCI EAFE ET | |||
| 464287499 ISHARES RUSSELL MIDC | |||
| 464287804 ISHARES CORE S&P SMA | |||
| 922908710 VANGUARD 500 INDEX F | |||
| 46137V357 INVESCO S&P 500 EQUA | |||
| 464287457 ISHARES BARCLAYS 1-3 | |||
| 464288620 ISHARES BROAD USD IN | |||
| 46429B663 ISHARES TR CORE HIGH | |||
| 92206C755 VANGUARD MORTGAGE-BA | |||
| 00771X419 GQG PARTNERS EMERGIN | AT COST | $26,866 | $30,339 |
| 19247U106 COHEN & STEERS INSTI | AT COST | $25,736 | $22,748 |
| 233203371 DFA INTERNATIONAL CO | AT COST | $46,056 | $44,504 |
| 233203827 DFA US LARGE CAP VAL | AT COST | $63,580 | $62,121 |
| 233203843 DFA US SMALL CAP POR | AT COST | $46,056 | $43,534 |
| 233203876 DFA INTERMEDIATE GOV | AT COST | $170,080 | $164,345 |
| 256210105 DODGE & COX INCOME F | AT COST | $177,030 | $168,301 |
| 277902235 EATON VANCE ATLANTA | AT COST | $69,085 | $67,711 |
| 30254T676 FPA CRESCENT FD | AT COST | $48,390 | $47,527 |
| 38147N269 GOLDMAN SACHS GQG PA | AT COST | $78,050 | $82,974 |
| 41664T669 HARTFORD DIVIDEND & | AT COST | $69,085 | $68,831 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $244,720 | $249,928 |
| 464287507 ISHARES CORE S&P MID | AT COST | $28,791 | $26,930 |
| 46653M849 JOHCM INTERNATIONAL | AT COST | $47,285 | $46,825 |
| 543488845 LOOMIS SAYLES GROWTH | AT COST | $27,022 | $30,919 |
| 921908844 VANGUARD DIVIDEND AP | AT COST | $65,342 | $64,793 |
| 92206C680 VANGUARD RUSSELL 100 | AT COST | $79,093 | $83,565 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 TRANSACTION POSTED IN 2023 | $2,595 |
| COST BASIS ADJUSTMENT | $162 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 TRANSACTION POSTED IN 2022 | $694 |
| RECOVERY OF PRIOR YEAR GRANTS | $500 |
| ROUNDING | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $11,038 | Amt |
| Net Investment Income | $11,038 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $139 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $391 | $0 | $0 |
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