B M STANTON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- B M STANTON FOUNDATION (EIN 54-6191995)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202421369349101572
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T09:11:15-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841595367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMG NATIONAL TRUST BANK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6295 GREENWOOD PLAZA BLVD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801114908 | 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 | 546191995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BM STANTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BMST | BusinessNameControlTxt |
| Phone | 7573684466 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CONSTITUTION DRIVE STE 222 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEIGH J CASON | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 7573684466 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEIGH | PersonFirstNm |
| Person Last | CASON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | MARY KAYE JOHNSTON CPA | PreparerPersonNm |
| PTIN | P00359771 | PTIN |
| Phone | 3036942190 | PhoneNum |
| Preparation | 2024-05-14 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,224,184 | 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 | $2,314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,314 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,908 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $171,115 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $171,115 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $163,706 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,384 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,384 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $183,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,721 | 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 |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $280 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,193 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,342 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,451 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,430 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,479 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,067 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $10,186 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $237,096 | CorporateStockBOYAmt |
| Corporate Stock EOY | $154,495 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $179,117 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $213,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $213,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,940,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $469,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $473,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,224,184 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $699,029 | CapitalStockBOYAmt |
| Capital Stock EOY | $699,029 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$236,714 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$225,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $462,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $473,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $469,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $473,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $462,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $473,312 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $473,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES- AMG SHORT TERM | P | $30,473 | $31,799 | -$1,326 | -$1,326 |
| PUBLICLY TRADED SECURITIES- AMG LONG TERM | P | $171,201 | $166,491 | $4,710 | $4,710 |
| PUBLICLY TRADED SECURITIES- AMG LONG TERM | P | $21 | $21 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,384 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,883 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,883 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,883 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | 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 | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $117 | OverpaymentAmt |
| Applied To ES Tax | $117 | 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 | VA | 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 | AMG NATIONAL TRUST BANK | IndividualWithBooksNm |
| Phone | 7573684466 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CONSTITUTION DR STE 222 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23462 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DIANE S MONROE | ||||||||
| 1317 KINGFISHER COURT | VIRGINIA BEACH | VA | 23451 | CHAIRMAN OF BOARD | 0.50 | $0 | $0 | $0 |
| DOROTHY P MANNIX | ||||||||
| 405 55TH STREET | VIRGINIA BEACH | VA | 23451 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ROBERT M STANTON | ||||||||
| 1016 CHUMLEY ROAD | VIRGINIA BEACH | VA | 23451 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| AMG NATIONAL TRUST BANK | ||||||||
| 100 CONSTITUTION DR STE 222 | VIRGINIA BEACH | VA | 23462 | ACTING TRUSTEE | 0.50 | $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 | $2,121,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,238,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,238,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,204,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,883 | TotalTaxAmt |
| Distributable Before Adj | $108,352 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,352 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,643 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,766 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,766 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,877 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $82,475 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANE MONROE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1317 KINGFISHER COURT | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7573684466 | RecipientPhoneNum |
| Form And Info And Materials | PROVIDE A LETTER STATING THE CHARITABLE PURPOSE OF THE FUND DRIVE AND MUST ALSO SUPPLY PROOF OF RECIPIENT'S TAX EXEMPTION UNDER IRS CODE SECTION 501(C)(3). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRIOR TO OCTOBER 31ST OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS ARE MADE TO 501(C)3 ORGANIZATIONS LOCATED IN VIRGINIA BEACH, VA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHESAPEAKE BAY ACADEMY | ||||||||
| 821 BAKER RD | VIRGINIA BEACH | VA | 23462 | NONE | EXEMPT | EDUCATION | $10,000 | |
| CHESAPEAKE BAY WINE CLASSIC FOUNDATION | ||||||||
| PO BOX 1175 | VIRGINIA BEACH | VA | 22451 | NONE | EXEMPT | COMMUNITY | $5,000 | |
| FIRST TEE OF HAMPTON ROADS | ||||||||
| 2400 TOURNAMENT DRIVE | VIRGINIA BEACH | VA | 23456 | NONE | EXEMPT | COMMUNITY SERVICES | $3,500 | |
| NORFOLK SPORTS CLUB CHARITABLE & EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 12501 | NORFOLK | VA | 23541 | NONE | EXEMPT | EDUCATION | $1,500 | |
| OLD DOMINION ATHLETIC FOUNDATION ODU WOMENS GOLF DONATION PER ADVISORY COMM | ||||||||
| 4417 MONARCH WAY 4TH FLOOR | NORFOLK | VA | 235290201 | NONE | EXEMPT | COMMUNITY | $5,000 | |
| SETON YOUTH SHELTERS | ||||||||
| 101 N LYNNHAVEN RD SUITE 101 | VIRGINIA BEACH | VA | 23452 | NONE | EXEMPT | COMMUNITY | $79,000 | |
| UNITED WAY OF SOUTH HAMPTON ROADS | ||||||||
| 2515 WALMER AVE | NORFOLK | VA | 23513 | NONE | EXEMPT | COMMUNITY SERVICES | $10,000 | |
| VIRGINIA AQUARIUM | ||||||||
| 717 GENERAL BOOTH BLVD | VIRGINIA BEACH | VA | 23451 | NONE | EXEMPT | EDUCATIONAL | $1,000 | |
| VIRGINIA BEACH COURT-APPOINTED SPECIAL ADVOCATES | ||||||||
| JUVENILE DOMESTIC RELATIONS COURT | VIRGINIA BEACH | VA | 23456 | NONE | EXEMPT | CHILDREN & YOUTH SERVICES | $5,000 | 2425 NIMMO PKWY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | 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 | $2,314 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,606 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $163,706 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,384 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $176,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,010 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & ACCOUNTING FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $2,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $280 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN STANDARD PHYSICAL PLATINUM SHARES ETF | $1,118 | $1,276 |
| ABERDEEN STANDARD PHYSICAL SILVER TRUST SHARES ETF | $987 | $1,343 |
| AQR LONG-SHORT EQUITY FUND | $3,114 | $4,142 |
| BNY MELLON GLOBAL REAL RETURN | $4,760 | $4,250 |
| ISHARES CORE INTL STOCK ETF | $24,096 | $29,933 |
| ISHARES MSCI EAFE VALUE INDEX | $3,633 | $3,803 |
| ISHARES RUSSELL 1000 VALUE | $2,047 | $2,975 |
| ISHARES RUSSELL MIDCAP INDEX | $8,576 | $12,670 |
| ISHARES RUSSELL MIDCAP VALUE INDEX FUND | $914 | $1,395 |
| ISHARES TRUST 2000 VALUE | $1,604 | $2,175 |
| ISHARES TRUST RUSSELL 2000 | $7,220 | $8,631 |
| JP MORGAN GETABUILDERS JAPAN | $3,292 | $3,992 |
| SPDR GOLD TRUST | $851 | $1,147 |
| SPDR S&P GLOBAL NATURAL RESOURCES ETF | $5,652 | $5,325 |
| SPDR S&P 500 ETF TRUST | $17,718 | $29,469 |
| VANGUARD INFLATION PROTECTED ADMIRAL | $6,936 | $6,020 |
| VANGUARD INTER-TERM TAX EXEMPT FUND | $10,869 | $10,253 |
| VANGUARD LTD TERM T/E FD -ADMIRAL 531 | $10,136 | $10,439 |
| VANGUARD TOTAL BOND MARKET | $29,529 | $28,317 |
| VANGUARD TOTAL INTL BOND ETF | $6,117 | $6,269 |
| VANGUARD ULTRA-SHORT-TERM BND FND ADM | $5,326 | $5,293 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 8211 BROOK RD LOT 1, RICHMOND, VA | AT COST | $31,500 | $1,100,000 |
| 8201 BROOK RD LOT 3 & 5, RICHMOND, VA | AT COST | $182,250 | $840,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION EXPENSE | $42 | $21 | $21 |
| INSURANCE | $665 | $665 | $0 |
| LEGAL FEES | $360 | $360 | $0 |
| PROPERTY TAX | $6,384 | $6,384 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE DEPOSIT RECEIVED | Desc |
| BOY Book Value | $7,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY & TRUSTEE FEES | $16,112 | $16,112 | $0 |
| APPRAISAL FEES | $6,500 | $5,850 | $650 |
| COMMISSIONS PAID ON RENTAL PROPERTY | $16,923 | $15,231 | $1,692 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $99 | $99 | $0 |
| 2022 FORM 990-PF TAX DUE | $537 | $0 | $0 |
| 2023 FORM 990-PF ESTIMATED TAX | $2,000 | $0 | $0 |
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