OAKWOOD FOUNDATION CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OAKWOOD FOUNDATION CHARITABLE TR (EIN 64-0858879)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349103872
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:18:22-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 CANTRELL ROAD SUITE 301 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640858879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD FOUNDATION CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKW | BusinessNameControlTxt |
| Phone | 6018403322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4200 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E MCDADE | PersonNm |
| Person Title | FINANCIAL MANAGER | PersonTitleTxt |
| Phone | 6018403322 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | MCDADE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA MCEACHERN | PreparerPersonNm |
| PTIN | P01701310 | PTIN |
| Phone | 5012275800 | PhoneNum |
| Preparation | 2024-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $9,184,533 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $575 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $575 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $245,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,289 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,445,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,864 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,629 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $260 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $260 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,882,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,882,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,886,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,882,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,440,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $242,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,625,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,184,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,184,533 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $11,625,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,184,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,184,533 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,250 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,250 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,622,808 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,182,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,622,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,182,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,625,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,184,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,622,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,440,525 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,182,283 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,182,283 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,367 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,367 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,580 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,580 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $213 | OverpaymentAmt |
| Applied To ES Tax | $213 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT E MCDADE JR | IndividualWithBooksNm |
| Phone | 6628403322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4200 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN R GRISHAM | ||||||||
| PO BOX 4200 | TUPELO | MS | 38803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH R GRISHAM | ||||||||
| PO BOX 4200 | TUPELO | MS | 38803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT E MCDADE JR | ||||||||
| PO BOX 4200 | TUPELO | MS | 38803 | FINANCIAL MANAGER | 15.00 | $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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,738,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,738,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,738,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,607,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $430,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $430,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,367 | TotalTaxAmt |
| Distributable Before Adj | $426,992 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $426,992 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $426,992 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,882,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,882,760 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $426,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,548,299 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,838,093 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,834,704 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,887,232 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,872,385 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,980,713 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,882,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $426,992 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,455,768 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,436,481 | 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 | $4,548,299 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,888,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,838,093 | ExcessFromYear4Amt |
| Excess From Year3 | $6,834,704 | ExcessFromYear3Amt |
| Excess From Year2 | $7,887,232 | ExcessFromYear2Amt |
| Excess From Year1 | $6,872,385 | ExcessFromYear1Amt |
| Excess From Current Year | $7,455,768 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN R GRISHAM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CULTIVATE CHARLOTTESVILLE | |||||||
| PO BOX 5282 | CHARLOTTESVILLE | VA | 229055282 | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| SERVICE DOGS OF VIRGINIA | |||||||
| 218 ALBEMARLE SQUARE | CHARLOTTESVILLE | VA | 22901 | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| LITERACY VOLUNTEERS | |||||||
| 233 4TH STREET NW | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| READY KIDS | |||||||
| 1000 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| WVTF PUBLIC RADIO | |||||||
| 3520 KINGSBURY LANE | ROANOKE | VA | 24014 | PUBLIC CHARITY | GENERAL FUND | $2,500 | |
| BOTANICAL GARDEN OF THE PIEDMO | |||||||
| PO BOX 6224 | CHARLOTTESVILLE | VA | 229066224 | PUBLIC CHARITY | GENERAL FUND | $2,500 | |
| JEFFERSON POPULAR FOREST | |||||||
| 1776 POPLAR FIRST PKWY | LYNCHBURG | VA | 24502 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| CAMP HOLIDAY TRAILS | |||||||
| 400 HOLIDAY TRAILS LN | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| JAMES SMITHXON SOCIETY | |||||||
| 1000 JEFFERSON DR SW | WASHINGTON | DC | 205600008 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| AHIP | |||||||
| 2127 STATE RTE 1403 | CHARLOTTESVILLE | VA | 22901 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| THE GARDEN CLUB OF VIRGINIA | |||||||
| 12 E FRANKLIN ST 2106 | RICHMOND | VA | 23219 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| CHARLOTTESVILLE-ALBEMARLE SPCA | |||||||
| 3355 BERKMAR DR | CHARLOTTESVILLE | VA | 22901 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| 112 SPRING STREET SUITE 109 | SARATOGA SPRINGS | NY | 12866 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| LOCAL FOOD HUB | |||||||
| PO BOX 4647 | CHARLOTTESVILLE | VA | 229054647 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| HOPE'S LEGACY EQUINE RESCUE | |||||||
| 5145 TAYLOR CREEK | AFTON | VA | 22920 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| HOSPICE OF THE PIEDMONT | |||||||
| 675 PETER JEFFERSON PKWY STE 300 | CHARLOTTESVILLE | VA | 22911 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| SHELTER FOR HELP IN EMERGENCY | |||||||
| PO BOX 1013 | CHARLOTTESVILLE | VA | 229021013 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| PIEDMONT CASA | |||||||
| 818 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| NORTH GARDEN FIRE CO INC | |||||||
| 4907 PLANK RD | NORTH GARDEN | VA | 22959 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| PIEDMONT ENVIRONMENTAL COUNCIL | |||||||
| 45 HORNER ST | WARRENTON | VA | 201863415 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE | |||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| PRESIDENTIAL PRECINCT | |||||||
| 427 PARK ST | CHARLOTTESVILLE | VA | 229024737 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| THEOLOGICAL HORIZONS | |||||||
| 1841 UNIVERSITY CIRCLE | CHARLOTTESVILLE | VA | 229031862 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| UNITED WAY OF OXFORD - LAFAYET | |||||||
| 440 N LAMAR BLVD STE 5 | OXFORD | MS | 386553209 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| BARNABAS CENTER | |||||||
| 1303 JASMINE STREET SUITE 101 | FERNANDINA BEACH | FL | 32034 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW PO BOX 97180 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| PLANNED PARENTHOOD | |||||||
| 2964 HYDRAULIC RD | CHARLOTTESVILLE | VA | 22901 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| THE WILDLIFE CENTER OF VIRGINIA | |||||||
| 1800 S DELPHINE AVE | WAYNESBORO | VA | 22980 | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| VIRGINIA SUPPORTIVE HOUSING | |||||||
| 8002 DISCOVERY DR RM 201 | RICHMOND | VA | 232298601 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| BLUE RIDGE AREA FOOD BANK | |||||||
| 1207 HARRIS ST | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| THOMAS JEFFERSON FOUNDATION | |||||||
| PO BOX 316 | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| CHARLOTTESVILLE FREE CLINIC | |||||||
| 901 PRESTON AVENUE | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $30,000 | |
| RARE BOOK SCHOOL UVA | |||||||
| PO BOX 400788 UNIVERSITY OF | CHARLOTTESVILLE | VA | 22904 | PUBLIC CHARITY | GENERAL FUND | $45,000 | VIRGINIA |
| COVE PRESBYTERIAN CHURCH | |||||||
| 5531 COVESVILLE LN | COVESVILLE | VA | 22931 | PUBLIC CHARITY | GENERAL FUND | $50,000 | |
| CENTURION MINISTRIES | |||||||
| 1000 HERRONTOWN RD | PRINCETON | NJ | 08540 | PUBLIC CHARITY | GENERAL FUND | $100,000 | |
| WORLDWIDE FRIENDS FOUNDATION | |||||||
| 135 E 57TH ST 19TH FLR | NEW YORK | NY | 100222050 | PUBLIC CHARITY | GENERAL FUND | $100,000 | |
| UNITED WAY | |||||||
| 806 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $120,000 | |
| COVE CREEK PARK ASSOCIATION | |||||||
| PO BOX 97166 | COVESVILLE | VA | 22931 | PUBLIC CHARITY | GENERAL FUND | $225,000 | |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH ST | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL FUND | $300,000 | |
| AFFORDABLE HOUSING | |||||||
| 8002 DISCOVERY DRIVE SUITE 201 | RICHMOND | VA | 23229 | PUBLIC CHARITY | GENERAL FUND | $500,000 | |
| LEGAL AID JUSTICE CENTER | |||||||
| 1000 PRESTON AVENUE SUITE A | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $625,000 | |
| UNC CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 275140309 | PUBLIC CHARITY | GENERAL FUND | $1,000,000 | |
| VIRGINIA ATHLETIC FOUNDATION | |||||||
| 1815 STADIUM ROAD | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $1,000,000 | |
| CAV FUTURES FOUNDATION | |||||||
| 240 W MAIN ST | CHARLOTTESVILLE | VA | 229025005 | PUBLIC CHARITY | GENERAL FUND | $1,000,000 | |
| THE AUTHORS GUILD FOUNDATION | |||||||
| 31 E 32ND ST 7TH FLOOR | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL FUND | $1,000,000 | |
| UNC PRESS CLUB | |||||||
| 116 SOUTH BOUNDARY STREET | CHAPEL HILL | NC | 27514 | PUBLIC CHARITY | GENERAL FUND | $1,500,000 | |
| DR JANE ELLEN MCALLISTER HOME | |||||||
| 1316 MAIN ST | VICKSBURG | MS | 39183 | PUBLIC CHARITY | GENERAL FUND | $22,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,882,500 | 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 | $575 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $245,864 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,864 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELFRY HOLDINGS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4200 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $260 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $260 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO BELFRY | Desc |
| BOY Book Value | $2,250 | BOYBookValueAmt |
| EOY Book Value | $2,250 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX DUE | CategoryTxt |
| Amt | $3,629 | Amt |
| Net Investment Income | $3,629 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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