HJC FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HJC FAMILY FOUNDATION (EIN 51-6525690)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-12
- IRS object ID
- 202511029349100306
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-12T11:46:26-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521133301 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'DONNELL AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 W MAIN ST | AddressLine1Txt |
| City | ELKTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516525690 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJC FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HJCF | BusinessNameControlTxt |
| Phone | 3022903093 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 HONEY LOCUST | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD E COSGROVE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3022903093 | PhoneNum |
| Signature | 2025-04-04 | SignatureDt |
| 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 | JUDY WAHLGREN | PreparerPersonNm |
| PTIN | P01209915 | PTIN |
| Phone | 4103987427 | PhoneNum |
| Preparation | 2025-04-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $705,513 | 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 | $77 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,076 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $12,110 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $408 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $25,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,110 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $408 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,019 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $408 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,395 | CashBOYAmt |
| Cash EOY | $35,925 | CashEOYAmt |
| Cash EOYFMV | $35,925 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $574,796 | CorporateStockBOYAmt |
| Corporate Stock EOY | $590,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $669,588 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $610,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $625,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $705,513 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $610,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $625,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $610,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $625,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $610,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $625,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $610,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,693 | OtherIncreasesAmt |
| Subtotal | $625,968 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $625,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FDS STR BD FD | P | 2024-02-12 | 2024-10-02 | $966 | $0 | $921 | $45 | $0 | $0 | $0 | $45 |
| BROWN ADV GRW EQ | P | 2023-12-15 | 2024-02-12 | $3,871 | $0 | $3,548 | $323 | $0 | $0 | $0 | $323 |
| NUANCE MID CAP VAL FD | P | 2023-12-31 | 2024-08-08 | $611 | $0 | $571 | $40 | $0 | $0 | $0 | $40 |
| GQG PARTNERS EM MKTS | P | 2019-06-12 | 2024-06-10 | $4,346 | $0 | $3,103 | $1,243 | $0 | $0 | $0 | $1,243 |
| BROWN ADV GRW EQ | P | 2019-06-11 | 2024-02-12 | $56,764 | $0 | $53,593 | $3,171 | $0 | $0 | $0 | $3,171 |
| DIAMOND HILL LG CAP | P | 2021-02-16 | 2024-10-02 | $3,091 | $0 | $2,719 | $372 | $0 | $0 | $0 | $372 |
| ISHS TR CORE US AGG | P | 2018-04-02 | 2024-10-02 | $606 | $0 | $641 | -$35 | $0 | $0 | $0 | -$35 |
| ISHS TR 7-10 YR | P | 2022-08-10 | 2024-02-12 | $6,895 | $0 | $7,633 | -$738 | $0 | $0 | $0 | -$738 |
| ISHS TR MSCI USA MIN | P | 2020-06-04 | 2024-08-08 | $10,620 | $0 | $8,211 | $2,409 | $0 | $0 | $0 | $2,409 |
| NUANCE MID CAP VAL FD | P | 2018-09-12 | 2024-02-12 | $35,670 | $0 | $36,393 | -$723 | $0 | $0 | $0 | -$723 |
| TCW METRO WEST TOT | P | 2018-04-02 | 2024-10-02 | $12,105 | $0 | $13,880 | -$1,775 | $0 | $0 | $0 | -$1,775 |
| PRINCIPAL MID CAP FD | P | 2020-06-04 | 2024-10-02 | $3,991 | $0 | $2,778 | $1,213 | $0 | $0 | $0 | $1,213 |
| JPMORGAN UNDISC MGRS | P | 2020-06-04 | 2024-10-02 | $2,596 | $0 | $1,489 | $1,107 | $0 | $0 | $0 | $1,107 |
| VANGUARD INDX FDS S&P | P | 2018-04-02 | 2024-10-02 | $12,454 | $0 | $5,920 | $6,534 | $0 | $0 | $0 | $6,534 |
| WASATCH SM CAP GRW | P | 2021-02-16 | 2024-10-02 | $1,783 | $0 | $2,859 | -$1,076 | $0 | $0 | $0 | -$1,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,110 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $408 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $168 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $168 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $168 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HOWARD E COSGROVE | IndividualWithBooksNm |
| Phone | 3022903093 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 HONEY LOCUST | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23238 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD E COSGROVE | ||||||||
| 156 HONEY LOCUST | RICHMOND | VA | 23238 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOYCE COSGROVE | ||||||||
| 156 HONEY LOCUST | RICHMOND | VA | 23238 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAMELA C ROBERTS | ||||||||
| 8701 BUTTERFIELD AVE | RICHMOND | VA | 23229 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN C STONE | ||||||||
| 4 BUCK BRANCH DR | RICHMOND | VA | 23229 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $660,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $691,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $691,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $681,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $168 | TotalTaxAmt |
| Distributable Before Adj | $33,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $16,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,903 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,171 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,912 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,290 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,373 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,300 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $16,300 | RemainingDistriFromCorpusAmt |
| Total Corpus | $106,673 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $33,903 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,673 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $4,171 | ExcessFromYear3Amt |
| Excess From Year2 | $42,912 | ExcessFromYear2Amt |
| Excess From Year1 | $43,290 | ExcessFromYear1Amt |
| Excess From Current Year | $16,300 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD E COSGROVE | ContributingManagerNm |
| Contributing Manager | JOYCE COSGROVE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THETA DELTA CHI EDUCATION FOUNDATION | ||||||
| 214 LEWIS WHARF | BOSTON | MA | 02210 | 501C3 | OPERATIONAL SUPPORT | $1,250 |
| WATER MISSION | ||||||
| 1001 HAXALL POINT | RICHMOND | VA | 23219 | 501C3 | OPERATIONAL SUPPORT | $500 |
| HAGLEY MUSEUM | ||||||
| 200 HAGLEY CREEK RD | WILMINGTON | DE | 19807 | 501C3 | OPERATIONAL SUPPORT | $2,500 |
| GOOCHLAND FIRE RESCUE | ||||||
| 180 RIVER ROAD | RICHMOND | VA | 23103 | 501C3 | OPERATIONAL SUPPORT | $250 |
| UNIVERSITY OF VIRGINIA | ||||||
| 1827 UNIVERSITY AVE | CHARLOTTESVILLE | VA | 22903 | 501C3 | OPERATIONAL SUPPORT | $950 |
| BON SECOURS | ||||||
| 5008 MONUMENT AVE | RICHMOND | VA | 23220 | 501C3 | OPERATIONAL SUPPORT | $500 |
| KILMARNOCK RESCUE | ||||||
| 61 HARRIS RD | KILMARNOCK | VA | 22482 | 501C3 | OPERATIONAL SUPPORT | $250 |
| FOCUS | ||||||
| 5804 GROVE RD | RICHMOND | VA | 23226 | 501C3 | OPERATIONAL SUPPORT | $3,000 |
| GOOCHLAND CARES | ||||||
| 2999 RIVER RD | GOOCHLAND | VA | 23063 | 501C3 | OPERATIONAL SUPPORT | $4,500 |
| UNIVERSITY OF DELAWARE | ||||||
| 210 S COLLEGE AVE | NEWARK | DE | 19716 | 501C3 | OPERATIONAL SUPPORT | $2,500 |
| HEAD OF CHRISTIANA PRESBYTERIAN CHURCH | ||||||
| 1100 W CHURCH RD | NEWARK | DE | 19711 | 501C3 | OPERATIONAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,111 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $37,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,264 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | DONATIONS | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ODONNELL & CO TAX PREPARATION | CategoryTxt |
| Amt | $750 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GQG PRTS EMERGING MKTS | $20,994 | $25,471 |
| AM FDS STRATEGIC BD | $26,705 | $26,200 |
| DIAMOND HILL LG CAP | $60,182 | $60,516 |
| AM FDS EUROPACIFIC | $28,768 | $28,689 |
| WILLIAM BLAIR LG CAP | $60,602 | $64,795 |
| METRO WEST TOT RTN | $45,862 | $39,317 |
| PRINCIPAL MIDCAP FD | $19,951 | $27,316 |
| T ROWE PRICE OVERSEAS | $27,128 | $29,101 |
| JPM UNDISCOVERED MGR | $19,195 | $27,644 |
| WASATCH SM CAP | $36,085 | $29,360 |
| ISHS TR CORE US AGGBD | $49,413 | $46,124 |
| ISHS TR 7-10 YR | $28,322 | $26,441 |
| ISHS TR MSCI CORE S&P | $12,732 | $14,020 |
| VANGUARD INDEX FDS | $125,698 | $197,743 |
| ALLSPRING SPECIAL MID CAP | $28,406 | $26,851 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN | Desc |
| Amt | $12,693 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES INVESTOR FEES | CategoryTxt |
| Amt | $5,019 | Amt |