BETA

THE LEEPS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE LEEPS FOUNDATION INC (EIN 54-1975226)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202431359349105018
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

FieldValueIRS element (for citing)
Return2024-05-14T15:23:07-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN540504608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN EDWARDS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13906 ELECTRIC ROADAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541975226EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEEPS FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O PATRICIA V CUNNINGHAMBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEEPBusinessNameControlTxt
Phone5407190499PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16110 STRATFORD WAYAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICA V CUNNINGHAMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5407190499PhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPATRICAPersonFirstNm
Person LastCUNNINGHAMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK PITTMANPreparerPersonNm
PTINP00587461PTIN
Phone5403450936PhoneNum
Preparation2024-05-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$998,769FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$29,008DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,008DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,936NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$481,326GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$73,936CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$102,944TotalRevAndExpnssAmt
Total Net Invst Incm$102,944TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,170AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,170AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,896OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,896OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$297TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,593OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,221OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,956TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,130TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,170TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,057ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,057ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,013TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,130TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,227TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,931ExcessRevenueOverExpensesAmt
Net Investment Income$94,814NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,413CashBOYAmt
Cash EOY$21,246CashEOYAmt
Cash EOYFMV$21,246CashEOYFMVAmt
Sav And Temp Cash Invst BOY$55,177SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,753SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,763SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$215,970CorporateStockBOYAmt
Corporate Stock EOY$213,893CorporateStockEOYAmt
Corporate Stock EOYFMV$399,771CorporateStockEOYFMVAmt
Corporate Bonds BOY$496,687CorporateBondsBOYAmt
Corporate Bonds EOY$566,394CorporateBondsEOYAmt
Corporate Bonds EOYFMV$553,700CorporateBondsEOYFMVAmt
Other Assets BOY$1,622OtherAssetsBOYAmt
Other Assets EOY$2,289OtherAssetsEOYAmt
Other Assets EOYFMV$2,289OtherAssetsEOYFMVAmt
Total Assets BOY$802,869TotalAssetsBOYAmt
Total Assets EOY$825,575TotalAssetsEOYAmt
Total Assets EOYFMV$998,769TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$802,869NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$825,575NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$802,869TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$825,575TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$802,869TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$825,575TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$802,869TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,931ExcessRevenueOverExpensesAmt
Other Increases$775OtherIncreasesAmt
Subtotal$825,575SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$825,575TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$44,930$50,068-$5,138-$5,138
PUBLICLY TRADED SECURITIES$216,894$217,819-$925-$925
PUBLICLY TRADED SECURITIES$218,840$139,503$79,337$79,337
CAPITAL GAINS DIVIDENDS$662$662$662P
FieldValueIRS element (for citing)
Capital Gain Net Income$73,936CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,318InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,318SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,318TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$818TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPATRICIA V CUNNINGHAMIndividualWithBooksNm
Phone5407190499PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16110 STRATFORD WAYAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICIA V CUNNINGHAM
6110 STRATFORD WAYROANOKEVA24018PRESIDENT0.50$0$0$0
SUSAN T SHOWFETY
PO BOX 3147HICKORYNC28601TREASURER0.00$0$0$0
MICHAEL BRANSCOME
662 MT ATLAS RDLEXINGTONVA24450BOARD MEMBER0.00$0$0$0
STEVEN H CUNNINGHAM
6110 STRATFORD WAYROANOKEVA24018VICE PRESIDENT0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$923,789AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,088AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,393FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,008,270TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,008,270AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,124CashDeemedCharitableAmt
Net Vl Noncharitable Assets$993,146NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,657MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,657MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,318TaxBasedOnInvestmentIncomeAmt
Total Tax$1,318TotalTaxAmt
Distributable Before Adj$48,339DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,339DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,339DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,227ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,227QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,339DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,678ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,479ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,264ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,772ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,598ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$59,791TotalExcessDistributionCyovAmt
Qualifying Distributions$72,227QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,339AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,888RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$83,679TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,678ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$80,001ExcessDistriCyovToNextYrAmt
Excess From Year4$3,479ExcessFromYear4Amt
Excess From Year3$14,264ExcessFromYear3Amt
Excess From Year2$18,772ExcessFromYear2Amt
Excess From Year1$19,598ExcessFromYear1Amt
Excess From Current Year$23,888ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIT OF HOPE RANCH INC
5001 CR WOOD RDGASTONIANC28056PCPARTIAL FUNDING FOR SURE HANDS LIFT TO HELP RIDERS MOUNT UP$2,500
BLUE & GRAY SEARCH & RESCUE DOGS
PO BOX 710HARRISONBURGVA22803PCPURCHASE AGILITY EQUIPMENT FOR NEW DOG TRAINING CERTIFICATION REQUIREMENTS.$1,785
BRIDLE PATHS
1909 WOODGATE LANEMCLEANVA22101PCDONATION FOR INDOOR ARENA$650
BRIGHT SIDE YOUTH RANCH
1069 N SHILOH ROADYORKSC29745501(C)3 CHARITYLIGHTING FOR OUTDOOR ARENA$2,500
DARE TO DREAM THERAPEUTIC HORSEMANSHIP CENTER
515 WADE WOODS LANEMONTEREYVA24465501(C)3 CHARITYBUY STALL SET UP AND TACK FOR NEW YOUNGER HORSE IN TRAINING$2,000
GLORY REINS RANCH
1587 PLANK RDFARMVILLEVA23901501(C)3 CHARITYBUY RAILING AND GATES FOR NEW COVERED AREA AND WATERER$2,500
GOOD HOPE EQUESTRIAN
1108 WILD TURKEY RUNHAILFAXVA24558501(C)3 CHARITYNEW PROGRAM, ENDLESS STRIDES, FOR FOSTER CARE CHILDREN W/ SPECIAL NEEDS. STARTED IN MIAMI IN 2000, MOVED TO VA. PREMIER PATH, AND GROWS & SHARES ORGANIC FOOD WITH LOW INCOME PEOPLE; 80+/YEAR.$1,000
GRAZ'N ACRES TRC
14492 IVOR ROADSEDLEYVA23878PCREPLACE 11 RIDING HELMETS$1,200
HEALING HANDS & HOOVES INC
11937 TIMBER TRAIL DRMIDLOTHIANVA23112501(C)3 CHARITYAID IN PURCHASING TRUCK/TRAILER FOR TRAVEL TO LOCAL EVENTS.$1,000
HEALING STRIDES OF VA
PO BOX 456/ 672 NAFF ROADBOONES MILLVA24065PCBUY USED UTV FOR FARM MAINTENANCE$922
HOOFBEATS THERAPEUTIC RIDING CENTER INC
PO BOX 979LEXINGTONVA24450PCFUNDING FOR CHARITABLE & OPERATING PURPOSES.$35,000
HOPE REINS
8420 WAKE FOREST HWYRALEIGHNC27613501(C)3 CHARITYSPONSOR A CHILD FOR 1 YEAR INTENSE EA TRAUMA TREATMENT$2,000
HOPETREE FAMILY SERVICES
860 MT VERNON LANESALEMVA24153501(C)3 CHARITYHORSE SPONSORSHIP FUNDS-FOOD & BOARD FOR 1-2 HORSES>8-10 PEOPLE EAP PROGRAM FOR CHILDREN WITH TRAUMA$1,000
LOUDOUN THERAPEUDIC RIDING INC
14490 BERLIN TURNPIKELOVETTSVILLEVA20180PCRESCUE ADOPTION FEES FOR 2 MINIS; LITTLES FOR LITERACY PILOT PROGRAM$1,000
NEW DAY EQUINE THERAPY
14372 BLUNTS BRIDGE ROADASHLANDVA23005501(C)3 CHARITYFUNDS TO RE-OPEN RIDING TRAIL AND MAKE MORE ACCESSIBLE TO CANCAER PATIENTS AND FAMILIES$1,500
RIDE WITH PRIDE
PO BOX 1203STAUNTONVA24402501(C)3 CHARITYBUY NEW ADAPTIVE EQUIPMENT$1,000
SHEPARD YOUTH RANCH
3017 BRASSFIELD ROADCREEDMOORNC27522501(C)3 CHARITY8 WK VETERAN PILOT PROGRAM - 20 VETS FOR PTSD-NC VETERANS FOR LIFE CTS. SYR STARTED 2003; SERVED 8000 PEOPLE; RESCUED 13 HORSES, TRAINED 400 PEOPLE IN BBEAP (SHEPARD ACADEMY SERVICE FOR TRAUMA AND MH$2,500
SHINING HOPE FARMS
328 WHIPPOORWILL LANEMT HOLLYNC38120501(C)3 CHARITYSADDLES & SALUTES VET PROGRAM$2,500
SPUR N UP HOPE INC
10620 ROCK CASTLE LANEAMELIA COURT HOUSEVA23002501(C)3 CHARITYCOMPLETE A CLIMATE CONTROLLED PERMANENT BATHROOM$2,500
ST FRANCIS SERVICE DOG FOUNDATION
PO BOX 19538ROANOKEVA24019PCFUND STARTER KITS FOR NEW DOG RECIPIENTS$2,000
TACKFULLY TEAMED
795 HENRY ROADHENRYVA24102501(C)3 CHARITYUPDATE SENSORY TRAIL, CHIRO FOR AGING HORSES$1,000
TRAILS OF PURPOSE
2400 CAROLINA RDCHESAPEAKEVA23322501(C)3 CHARITYNEW SUICIDE PREVENTION PROGRAM$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,057TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,008ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$73,936ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$102,944ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,944TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$2,170Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,170DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME SECURITIESBondNm
EOY Book Value$566,394EOYBookValueAmt
EOYFMV$553,700EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$213,893EOYBookValueAmt
EOYFMV$399,771EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INCOMEDesc
BOY Book Value$1,622BOYBookValueAmt
EOY Book Value$2,289EOYBookValueAmt
EOYFMV$2,289EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TREASURER OF VIRGINIA - LICENSE FEE$25$0$0
NEW CHECKS$347$0$0
ACCRUED INTEREST PURCHASED$2,209$2,209$0
OTHER ADJUSTMENTS$12$12$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN YEAR END ACCRUED INCOME VALUE$667
INCOME TAXED IN CURRENT YEAR, NOT RECEIVED UNTIL NEXT YEAR$108

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNBB TRUSTEE FEESCategoryTxt
Amt$5,896Amt
Net Investment Income$5,896NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$13$13$0
FEDERAL TAXES PAID$284$0$0

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