GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR (EIN 54-6500526)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-08-09
- IRS object ID
- 202432229349100308
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-09T09:13:09-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540505857 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGuireWoods LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 397 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232180397 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546500526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gloria Wille Bell and Carlos R Bell | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Trust | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLOR | BusinessNameControlTxt |
| Phone | 8047751047 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 397 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232180397 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Benjamin S Candland | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8047751047 | PhoneNum |
| Signature | 2024-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele A W McKinnon | PreparerPersonNm |
| PTIN | P01319465 | PTIN |
| Phone | 8047751023 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,999,710 | 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 |
| Dividends Rev And Expnss | $125,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,173,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,514 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $183,291 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,291 | 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 |
| Legal Fees Rev And Expnss | $144,021 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,400 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $129,621 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $24,839 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,443 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,064 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $492,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $451,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$309,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $603,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $381,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $381,702 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,569,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,267,194 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,859,087 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $587,330 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $677,634 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $628,448 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,061 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $130,473 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,760,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,454,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,999,710 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $3,760,166 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,454,591 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,760,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,454,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,760,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,454,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,760,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$309,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,486 | OtherIncreasesAmt |
| Subtotal | $3,454,591 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,454,591 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Nominee, Charles Schwab, Publicly Traded | PropertyDesc |
| Gross Sales Price | $2,173,385 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,115,871 | CostOrOtherBasisAmt |
| Gain Or Loss | $57,514 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $57,514 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,514 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,483 | 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 | $3,483 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,135 | OverpaymentAmt |
| Applied To ES Tax | $1,135 | 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 | www.bellscholarship.org | WebsiteAddressTxt |
| Individual With Books | Benjamin S Candland Esq | IndividualWithBooksNm |
| Phone | 8047751047 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 397 c/o McGuireWoods LLP | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232180397 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Benjamin S Candland | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o McGuireWoods LLP PO Box 397 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232180397 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGuireWoods LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 East Canal Street | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232193916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Legal Services/Campus Visit | ServiceTypeTxt |
| Compensation | $145,464 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $3,614,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,666 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,902,031 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,902,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,843,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,175 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,175 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,348 | TotalTaxAmt |
| Distributable Before Adj | $189,827 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $189,827 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $189,827 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $451,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $451,064 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,827 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $153,890 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,869 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,524 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $233,826 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $235,488 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $736,597 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $451,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,827 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $261,237 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $997,834 | 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 | $153,890 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $843,944 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,869 | ExcessFromYear4Amt |
| Excess From Year3 | $56,524 | ExcessFromYear3Amt |
| Excess From Year2 | $233,826 | ExcessFromYear2Amt |
| Excess From Year1 | $235,488 | ExcessFromYear1Amt |
| Excess From Current Year | $261,237 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Benjamin S Candland Trustee | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 East Canal Street | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232193916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8047751047 | RecipientPhoneNum |
| Recipient Email Address | bcandland@mcguirewoods.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Applications, including a one page essay can only be submitted online using the www.bellscholarship.org website. The application requests personal information, home address, high school information and top academic accomplishments. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | February 1 of each year for the upcoming school year. Due to COVID, deadline extended to March 1. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Applicants must have graduated from high school with a grade-point average of at least 3.0; be residents of the Commonwealth of Virginia or one of the following counties in Michigan: Allegan, Barry, Berrien, Branch, Calhoun, Cass, Eaton, Hillsdale, Ingham, Jackson, Kalamazoo, Lenawee, Livingston, Monroe, Oakland, St. Joseph, Van Buren, Washtenaw and Wayne; or be a graduate of New Trier High School in Winnetka, Illinois; or be a graduate of the Chicago public, parochial or private school system; or be a graduate of the Illinois Mathematics and Science Academy in Aurora, Illinois; be a full-time student pursuing an undergraduate degree program in engineering, mathematics, physics, computer science or another related scientific field in the College of Engineering or the College of Literature, Sciences and the Arts at the University of Michigan, Ann Arbor. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| University of Michigan FBO Callissa | |||||||
| 3808 North Landing Road | Virginia Beach | VA | 23456 | None | N/A | Scholarship | $80,000 |
| University of Michigan FBO Charlott | |||||||
| 4916 Evelyn Byrd Road | Richmond | VA | 23225 | None | N/A | Scholarship | $80,000 |
| University of Michigan FBO Nathan R | |||||||
| 8619 Grosvenor Court | Fairfax | VA | 22031 | None | N/A | Scholarship | $80,000 |
| University of Michigan FBO Andrew C | |||||||
| 6019 Spinnaker Cove Court | Suffolk | VA | 23435 | None | N/A | Scholarship | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $183,291 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,291 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 39,663.954 shs Pimco Emerging Mkts Lcl | $231,150 | $224,498 |
| 27,576.669 shs Pimco International Bond Instl | $209,637 | $201,861 |
| 29,373.449 shs T. Rowe Price International Bond I | $236,847 | $202,089 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,162 shs Applied Finance Valu LG | $37,567 | $39,740 |
| 2,053 shs Avantis Emerging Markets | $128,230 | $125,418 |
| 22,265 shs Brclys Bk IPath Bloom | $48,560 | $72,616 |
| 2,431 shs Capital Group Core Plus | $52,364 | $54,017 |
| 1,898 shs Franklin International | $38,074 | $38,264 |
| 2,781 shs Goldman Sachs Actvbeta | $148,749 | $297,428 |
| 477 shs Invsc S P 500 Equal | $74,510 | $78,362 |
| 4,654 shs Invsc Total Return Bond | $207,708 | $215,759 |
| 2,329 shs Ishares Core Msci | $128,025 | $124,671 |
| 1,111 shs Ishares Core Msci Europe | $49,339 | $63,271 |
| 5,510 shs Ishares Core S&P Mid Cap | $147,661 | $322,445 |
| 617 shs Ishares Core S&P 500 | $153,014 | $337,641 |
| 1,113 shs Ishares Core US | $104,689 | $108,039 |
| 1,514 shs Ishares Msci Australia | $32,416 | $36,987 |
| 1,467 shs Ishares Msci China Etf | $81,945 | $61,863 |
| 2,670 shs Ishares Msci Eurozone | $95,734 | $130,363 |
| 675 shs JPMorgan Betabuilders Japan | $29,603 | $38,090 |
| 4,691 shs JPMorgan Core Plus Bond | $209,172 | $217,334 |
| 2,608 shs JPMorgan International | $123,828 | $122,902 |
| 2,381 shs Pimco Active Bond Fund | $208,504 | $216,861 |
| 3,893 shs Vaneck J P Morgan Em Lcl | $96,760 | $92,576 |
| 2,734 shs Xtrackers Harvest Csi 300 China | $70,742 | $64,440 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 7,094.792 shs GQG Partners Emerging MA | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $128,061 | BookValueAmt |
| EOYFMV | $130,473 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | McGuireWoods LLP - Legal Expense | CategoryTxt |
| Legal Fees | $144,021 | LegalFeesAmt |
| Net Investment Income | $14,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $129,621 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charles Schwab - Check Fee | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Timing/rounding differences | $3 |
| Overpayment applied from FYE 6/30/2023 | $3,483 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Charles Schwab - Investment Management Fees | $23,396 | $0 | $0 |
| Campus Visit | $1,443 | $0 | $1,443 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Overpayment applied FYE 6/30/2023 | CategoryTxt |
| Amt | $3,483 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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