HJH FOUNDATION 501 C 3: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HJH FOUNDATION 501 C 3 (EIN 54-2009003)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-29
- IRS object ID
- 202431209349101128
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T09:04:42-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541282700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY R ROGERS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1081 CLOVERHILL BLVD | AddressLine1Txt |
| City | FOREST | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24551 | 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 | 542009003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJH Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HJHF | BusinessNameControlTxt |
| Phone | 4345251028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 228 | AddressLine1Txt |
| City | Forest | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jimmy N Thomas Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4345251028 | PhoneNum |
| Signature | 2024-04-24 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jimmy | PersonFirstNm |
| Person Last | Thomas Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | JEFFREY R ROGERS CPA | PreparerPersonNm |
| PTIN | P00618216 | PTIN |
| Phone | 4345251218 | PhoneNum |
| Preparation | 2024-04-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $1,191,930 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $123,575 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $207 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,312 | DividendsRevAndExpnssAmt |
| Net Rental Income Or Loss | -$33 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $28,155 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,778 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$5,638 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $562 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $159,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,717 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,778 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,050 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $413 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $182,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,254 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,778 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,521 | CashBOYAmt |
| Cash EOY | $79,493 | CashEOYAmt |
| Cash EOYFMV | $79,493 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $961,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $907,148 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,112,437 | 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 | $983,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $986,641 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,191,930 | 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 |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $983,362 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $986,641 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $983,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $986,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $983,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $986,641 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $983,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,432 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,711 | OtherIncreasesAmt |
| Subtotal | $986,641 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $986,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 15 CALLS - BP PLC | P | 2023-04-18 | 2023-04-18 | $600 | $0 | $62 | $538 | $0 | $0 | $0 | $538 |
| 302.819 SHS - CAPITAL INCOME BLDR | D | 2023-06-30 | 2023-07-20 | $19,837 | $0 | $19,480 | $357 | $0 | $0 | $0 | $357 |
| 20 CALLS - TANGER FCTRY OUTLET | P | 2023-07-20 | 2023-07-20 | $800 | $0 | $48 | $752 | $0 | $0 | $0 | $752 |
| 10 CALLS - CISCO SYSTEMS | P | 2023-08-14 | 2023-08-14 | $250 | $0 | $20 | $230 | $0 | $0 | $0 | $230 |
| 20 CALLS - CISCO SYSTEMS | P | 2023-08-23 | 2023-08-23 | $500 | $0 | $33 | $467 | $0 | $0 | $0 | $467 |
| 1000 SHS - CISCO SYSTEMS | P | 2017-05-19 | 2023-08-28 | $56,020 | $0 | $44,205 | $11,815 | $0 | $0 | $0 | $11,815 |
| 15 CALLS - BP PLC | P | 2023-11-17 | 2023-09-12 | $465 | $0 | $31 | $434 | $0 | $0 | $0 | $434 |
| 1000 SHS - CISCO SYSTEMS | P | 2018-11-14 | 2023-10-06 | $53,655 | $0 | $31,659 | $21,996 | $0 | $0 | $0 | $21,996 |
| 500 SHS - TANGER FCTRY OUTLET | P | 2017-05-12 | 2023-12-15 | $12,638 | $0 | $13,260 | -$622 | $0 | $0 | $0 | -$622 |
| 500 SHS - TANGER FCTRY OUTLET | P | 2017-10-27 | 2023-12-15 | $12,638 | $0 | $11,490 | $1,148 | $0 | $0 | $0 | $1,148 |
| 1000 SHS - TANGER FCTRY OUTLET | P | 2020-01-24 | 2023-12-15 | $25,277 | $0 | $15,476 | $9,801 | $0 | $0 | $0 | $9,801 |
| 325 SHS - ARES CAPITAL CORP | P | 2008-05-02 | 2023-12-28 | $6,420 | $0 | $25,181 | -$18,761 | $0 | $0 | $0 | -$18,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,155 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,778 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $365 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $365 | 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 |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Jimmy N Thomas Jr | IndividualWithBooksNm |
| Phone | 4345251028 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Fallen Oaks Lane | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24503 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Jimmy N Thomas Jr | ||||||||
| 1055 Fallen Oaks | Lynchburg | VA | 24503 | President | 1.00 | $0 | $0 | $0 |
| Rhonda P Thomas | ||||||||
| 1055 Fallen Oaks | Lynchburg | VA | 24503 | Sec./Treas | 1.00 | $0 | $0 | $0 |
| Jimmy N Thomas Sr | ||||||||
| 1101 Fallen Oaks | Lynchburg | VA | 24503 | Director | 0.25 | $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 | $1,042,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,075,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,075,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,059,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $365 | TotalTaxAmt |
| Distributable Before Adj | $52,593 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,593 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,593 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $182,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $182,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,593 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $425,100 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $320,901 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,201 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $900,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $182,400 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,807 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,029,919 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $425,100 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $604,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $320,901 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $80,910 | ExcessFromYear2Amt |
| Excess From Year1 | $73,201 | ExcessFromYear1Amt |
| Excess From Current Year | $129,807 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jimmy N Thomas Sr | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jimmy N Thomas Jr | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Fallen Oak Lane | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4345251028 | RecipientPhoneNum |
| Form And Info And Materials | Typed Description of Charitable Christian Activities | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Foundation For Hope | ||||||
| 1426 Founding way Rd | Bedford | VA | 24523 | PC | To promote theword of Christ | $30,000 |
| Liberty University | ||||||
| 1971 UNIV BLVD | LYNCHBURG | VA | 24502 | PC | To promote theword of christ | $40,000 |
| Impact Church Forest | ||||||
| 14803 Forest Rd Unit 325 | Forest | VA | 24551 | PC | To promote theword of Christ | $10,000 |
| Mondern Day | ||||||
| PO Box 535578 | Grand Prairie | TX | 75053 | PC | To promote theword of Christ | $6,000 |
| Awana | ||||||
| 1 East Bode Road | Streamwood | IL | 60107 | PC | To promote theword of Christ | $10,100 |
| The Flames Way | ||||||
| 111 Hexham Drive Suite C | Lynchburg | VA | 24502 | PC | To promote theword of Christ | $40,000 |
| Z78 Ministries | ||||||
| 494 Elm Creek Rd | Medina | TX | 78055 | PC | To promote theword of Christ | $40,000 |
| Salvation Army | ||||||
| PO Box 12517 | Richmond | VA | 23241 | PC | To promote theword of Christ | $200 |
| Acts of Himalaya | ||||||
| POBox 244 | Goode | VA | 24556 | PC | To promote theword of Christ | $4,100 |
| Allow The Children | ||||||
| 20883 Timberlake | Lynchburg | VA | 24502 | PC | To promote theword of Christ | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,519 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,519 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JIMMY AND RHONDA THOMAS | ||||||
| 1 | 1055 FALLEN OAKS LANE | LYNCHBURG | VA | 24503 | $113,760 | Yes (X) |
| HUNTER THOMAS | ||||||
| 2 | 308 BLUMONT DRIVE | LYNCHBURG | VA | 24503 | $9,815 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 302.819SHS CAIBX 1244.717SHS NEWFX | $113,760 | 2023-07-20 |
| 2 | 200SHS AMNB | $9,815 | 2023-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Jeffrey R. Rogers Accounting & Tax | CategoryTxt |
| Amt | $2,050 | Amt |
| Net Investment Income | $2,050 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9363 sh American National Bankshares Inc | $249,050 | $456,446 |
| 250 sh Annaly Capital | $17,021 | $4,843 |
| 3325 sh Ares Capital | $50,598 | $66,600 |
| 1000 sh AT&T Inc | $25,810 | $16,780 |
| 714 sh Avid Bioservices Inc | $8,876 | $4,641 |
| 3000 sh Big 5 Sporting Goods | $48,152 | $19,020 |
| 1500 sh BP PLC | $58,071 | $53,100 |
| 500 sh Devin Energy Corp | $34,036 | $22,650 |
| 13000 sh Energy Transfer LP | $71,304 | $179,400 |
| 500 sh Intel Corp | $24,401 | $25,125 |
| 3000 sh Investcorp CR MGMT | $28,440 | $10,665 |
| 800 sh Mannkind Corp | $20,361 | $2,912 |
| 500 sh Occidental Pete Corp | $26,792 | $29,855 |
| 200 sh Paypal Holdings Inc | $31,623 | $12,282 |
| 1000 sh Pfizer Inc. | $28,468 | $28,790 |
| 1500 sh Truist Financial Corp. | $49,943 | $55,380 |
| 124 sh Viatris Inc | $1,561 | $1,343 |
| 241 sh Warner Bros | $7,890 | $2,743 |
| 431.732 sh New Perspective FD - ANWPX | $28,221 | $24,134 |
| 1275.862 sh New World Fund Class A - NEWFX | $96,530 | $95,728 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Licenses | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER K-1 | Desc |
| Revenue And Expenses Per Books | -$5,638 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $562 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Capital Gains | Desc |
| Amt | $28,711 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | CategoryTxt |
| Amt | $413 | Amt |
| Net Investment Income | $413 | NetInvestmentIncomeAmt |
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