CHRISTOPHER M WALTERS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTOPHER M WALTERS FAMILY FOUNDATION (EIN 88-6120100)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202423069349100532
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T08:43:52-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208087076 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foti Flynn Lowen & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 12765 | AddressLine1Txt |
| City | Roanoke | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24028 | 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 | 886120100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER M WALTERS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 5404676888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 8005 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER M WALTERS | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | R ETHAN COOK CPA | PreparerPersonNm |
| PTIN | P01424878 | PTIN |
| Phone | 5403449246 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,584 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $56,445 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $298 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $298 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $298 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,172 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,172 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,686 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,770 | GrossSalesPriceAmt |
| Total Rev And Expnss | $56,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,470 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,470 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $273 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,044 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,044 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,044 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,197 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,470 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,806 | CashBOYAmt |
| Cash EOY | $2,284 | CashEOYAmt |
| Cash EOYFMV | $2,284 | CashEOYFMVAmt |
| Corporate Stock BOY | $40,259 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,697 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,264 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $6,996 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,036 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $43,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,584 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $43,065 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $62,977 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,912 | ExcessRevenueOverExpensesAmt |
| Subtotal | $62,977 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $62,977 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JANNEY #5703 - ST COVERED | P | 2023-01-01 | 2023-12-31 | $5,110 | $5,971 | -$861 | -$861 |
| JANNEY #5703 - LT COVERED | P | 2001-01-01 | 2023-12-31 | $32,782 | $32,821 | -$39 | -$39 |
| 200 TRUIST FINL R PRD PERPTL | P | 2022-03-01 | 2023-12-12 | $3,878 | $4,664 | -$786 | -$786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,686 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$861 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17 | SubtotalAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $17 | 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 | false | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER WALTERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5404676888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8005 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24014 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER M WALTERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8005 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,137 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $57,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17 | TotalTaxAmt |
| Distributable Before Adj | $2,797 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,797 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,797 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,044 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,044 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,797 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $14,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,044 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,247 | RemainingDistriFromCorpusAmt |
| Total Corpus | $47,568 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $47,568 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,321 | ExcessFromYear1Amt |
| Excess From Current Year | $33,247 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER M WALTERS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ROANOKE COLLEGE | |||||||
| 221 COLLEGE LN | SALEM | VA | 24153 | NONE | 501(c)(3) | SUPPORT FOR GENERAL OPERATIONS | $1,000 |
| DISCOVERY CUBE | |||||||
| 11800 FOOTHILL BLVD | LOS ANGELES | CA | 91342 | NONE | 501(c)(3) | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| ROANOKE CULTURAL ENDOWMENT | |||||||
| 21 KIRK AVE SW | ROANOKE | VA | 24011 | NONE | 501(c)(3) | SUPPORT FOR GENERAL OPERATIONS | $200 |
| WV SYMPHONY ORCHESTRA | |||||||
| 4700 MACCORKLE AVE SE STE 101 | CHARLESTON | WV | 25304 | NONE | 501(c)(3) | SUPPORT FOR GENERAL OPERATIONS | $500 |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | NONE | 501(c)(3) | SUPPORT FOR GENERAL OPERATIONS | $7,000 |
| LIFE RING FOUNDATION | |||||||
| PO BOX 18168 | ROANOKE | VA | 24014 | NONE | 501(c)(3) | SUPPORT FOR GENERAL OPERATIONS | $22,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,044 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $298 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,686 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,470 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,686 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$216 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTOPHER M WALTERS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8005 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $56,445 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,000 SH LUNA INNOVATIONS, 25 SH ISHARES EXPANDED TECH, 600 SH SACHEM CAPITAL CORP,500 SH TRUIST FIN | NoncashPropertyDesc |
| Fair Market Value | $52,445 | FairMarketValueAmt |
| Received | 2023-03-09 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TRUIST FINL CORP 4.75% PERPTL | BondNm |
| EOY Book Value | $6,996 | EOYBookValueAmt |
| EOYFMV | $6,036 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP | $2,978 | $3,319 |
| APPLE INC | $2,946 | $3,678 |
| BROADCOM INC | $3,068 | $5,731 |
| CISCO SYSTEMS | $2,953 | $2,709 |
| COMCAST CORP | ||
| INTL FLAVOR & FRAGRANCES | ||
| JPMORGAN CHASE & CO | $2,999 | $3,850 |
| LOCKHEED MARTIN CORP | $2,764 | $2,811 |
| LOWES COMPANIES | $2,819 | $2,726 |
| MEDTRONICS PLC | $2,920 | $2,302 |
| MERCK & CO | $2,934 | $4,030 |
| METLIFE INC | $2,946 | $3,008 |
| TE CONNECTIVITY | $2,958 | $3,290 |
| WALMART INC | $2,959 | $3,201 |
| ELI LILLY & CO | $4,067 | $4,080 |
| LUNA INNOVATIONS INC | $10,946 | $6,650 |
| TRUIST FINANCIAL CORP | $3,440 | $3,879 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISOR FEES | Desc |
| Revenue And Expenses Per Books | $273 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $273 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER WALTERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8005 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24014 | ZIPCd |
Comments