THE LEEPS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE LEEPS FOUNDATION INC (EIN 54-1975226)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202311299349104666
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T13:57:05-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3906 ELECTRIC ROAD | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541975226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEEPS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PATRICIA V CUNNINGHAM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEP | BusinessNameControlTxt |
| Phone | 5407190499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6110 STRATFORD WAY | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICA V CUNNINGHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5407190499 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICA | PersonFirstNm |
| Person Last | CUNNINGHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN ALDRIDGE | PreparerPersonNm |
| PTIN | P00615668 | PTIN |
| Phone | 5403450936 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $990,786 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,792 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,725 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,517 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,008 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,008 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,059 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,008 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,119 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,423 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,739 | CashBOYAmt |
| Cash EOY | $33,413 | CashEOYAmt |
| Cash EOYFMV | $33,413 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $116,032 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,179 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $212,820 | CorporateStockBOYAmt |
| Corporate Stock EOY | $215,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $449,848 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $497,078 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $496,687 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $450,724 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,607 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,622 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,622 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $857,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $802,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $990,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $857,276 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $802,869 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $857,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $802,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $857,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $802,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $857,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,119 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15 | OtherIncreasesAmt |
| Subtotal | $803,172 | SubtotalAmt |
| Other Decreases | $303 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $802,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,725 | GrossSalesPriceAmt |
| Gain Or Loss | $1,725 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,725 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,725 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $284 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $284 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $284 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | 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 | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $216 | OverpaymentAmt |
| Applied To ES Tax | $216 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA V CUNNINGHAM | IndividualWithBooksNm |
| Phone | 5407190499 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 TRANQUILITY ROAD | AddressLine1Txt |
| City | MONETA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA V CUNNINGHAM | ||||||||
| 6110 STRATFORD WAY | ROANOKE | VA | 24018 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUSAN T SHOWFETY | ||||||||
| PO BOX 3147 | HICKORY | NC | 28601 | TREASURER | 0.00 | $0 | $0 | $0 |
| MICHAEL BRANSCOME | ||||||||
| 662 MT ATLAS RD | LEXINGTON | VA | 24450 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| STEVEN H CUNNINGHAM | ||||||||
| 6110 STRATFORD WAY | ROANOKE | VA | 24018 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $926,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,689 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,069,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,069,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,053,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $284 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $284 | TotalTaxAmt |
| Distributable Before Adj | $52,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,410 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,008 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,008 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,073 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,678 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,479 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,772 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,598 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,864 | 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 | $4,073 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,791 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,678 | ExcessFromYear4Amt |
| Excess From Year3 | $3,479 | ExcessFromYear3Amt |
| Excess From Year2 | $14,264 | ExcessFromYear2Amt |
| Excess From Year1 | $18,772 | ExcessFromYear1Amt |
| Excess From Current Year | $19,598 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARC OF LOUDON | ||||||
| 18915 LINCOLN RD | PURCELLVILLE | VA | 20132 | 501(C)3 CHARITY | WARRIOR HERD PROGRAM-MENTAL HEALTH SERVICES TO VETERANS AND THEIR FAMILIES. | $500 |
| BIT OF HOPE RANCH INC | ||||||
| 5001 CR WOOD RD | GASTONIA | NC | 28056 | PC | PARTIAL FUNDING FOR SURE HANDS LIFT TO HELP RIDERS MOUNT UP | $2,000 |
| BROOK HILL RETIREMENT CENTER FOR HORSES | ||||||
| 7289 BELLEVUE ROAD | FOREST | VA | 24551 | PC | HELP TO HIRE NEW CTRI INSTRUCTOR TO SERVE MORE YOUTH IN MH CRISIS. | $2,000 |
| CLOVERLEAF EQUINE CENTER | ||||||
| 6429 CLIFTON ROAD | CLIFTON | VA | 20124 | 501(C)3 CHARITY | FUNDING FOR EAL AND THERAPEUTIC RIDING PROGRAM FOR VETS AND FAMILIES | $500 |
| DARE TO DREAM THERAPEUTIC HORSEMANSHIP CENTER | ||||||
| 515 WADE WOODS LANE | MONTEREY | VA | 24465 | 501(C)3 CHARITY | BUY STALL SET UP AND TACK FOR NEW YOUNGER HORSE IN TRAINING | $1,500 |
| DREAM CATCHERS | ||||||
| PO BOX 1261 | TOANO | VA | 23168 | PC | PURCHASE COW CUTTING FLAG SYSTEM FOR VETERANS TO RIDE FOR FUN AND FOCUS | $1,000 |
| GLORY REINS RANCH | ||||||
| 1587 PLANK RD | FARMVILLE | VA | 23901 | 501(C)3 CHARITY | BUY RAILING AND GATES FOR NEW COVERED AREA AND WATERER | $2,000 |
| HEALING HANDS & HOOVES INC | ||||||
| 11937 TIMBER TRAIL DR | MIDLOTHIAN | VA | 23112 | 501(C)3 CHARITY | AID IN PURCHASING TRUCK/TRAILER FOR TRAVEL TO LOCAL EVENTS. | $1,000 |
| HEARTLAND HORSE HEROES INC | ||||||
| 16680 W JAMES ANDERSON HWY | BUCKINGHAM | VA | 23291 | PC | BUY SHED TO STORE DONATED TAXK TO SELL & LOANER BOOTS & BREECHES FOR CLIENTS | $500 |
| HOOFBEATS THERAPEUTIC RIDING CENTER INC | ||||||
| PO BOX 979 | LEXINGTON | VA | 24450 | PC | FUNDING FOR CHARITABLE & OPERATING PURPOSES. | $35,000 |
| HOPE REINS | ||||||
| 8420 WAKE FOREST HWY | RALEIGH | NC | 27613 | 501(C)3 CHARITY | SPONSOR A CHILD FOR 1 YEAR INTENSE EA TRAUMA TREATMENT | $2,000 |
| HOPETREE FAMILY SERVICES | ||||||
| 860 MT VERNON LANE | SALEM | VA | 24153 | 501(C)3 CHARITY | HORSE SPONSORSHIP FUNDS-FOOD & BOARD FOR 1-2 HORSES>8-10 PEOPLE EAP PROGRAM FOR CHILDREN WITH TRAUMA | $2,000 |
| JOURNEY OF HOPE FOR AUTISM | ||||||
| 3001 KELLYNN DR | MIDLOTHIAN | VA | 23112 | 501(C)3 CHARITY | FUNDS FOR HORSEPOWERED READING PROGRAM-TUTORING FOR NEW CLIENTS | $2,000 |
| LOUDOUN THERAPEUDIC RIDING INC | ||||||
| 14490 BERLIN TURNPIKE | LOVETTSVILLE | VA | 20180 | PC | RESCUE ADOPTION FEES FOR 2 MINIS; LITTLES FOR LITERACY PILOT PROGRAM | $1,000 |
| NEW DAY EQUINE THERAPY | ||||||
| 14372 BLUNTS BRIDGE ROAD | ASHLAND | VA | 23005 | 501(C)3 CHARITY | FUNDS TO RE-OPEN RIDING TRAIL AND MAKE MORE ACCESSIBLE TO CANCAER PATIENTS AND FAMILIES | $1,500 |
| RISEN RIDGE MINISTRY | ||||||
| 3112 STUARTS DRAFT HWY | STUARTS DRAFT | VA | 24477 | 501(C)3 CHARITY | PAY FOR BBEAP TRAINING FOR 5 AND ECRM CONFERENCE | $2,500 |
| SPIRIT OEP | ||||||
| PO BOX 1342 | GREAT FALLS | VA | 22066 | PC | INSTALL WATER LINES TO BARNS | $1,000 |
| SPUR N UP HOPE INC | ||||||
| 10620 ROCK CASTLE LANE | AMELIA COURT HOUSE | VA | 23002 | 501(C)3 CHARITY | COMPLETE A CLIMATE CONTROLLED PERMANENT BATHROOM | $2,500 |
| ST FRANCIS SERVICE DOG FOUNDATION | ||||||
| PO BOX 19538 | ROANOKE | VA | 24019 | PC | FUND STARTER KITS FOR NEW DOG RECIPIENTS | $2,000 |
| TACKFULLY TEAMED | ||||||
| 795 HENRY ROAD | HENRY | VA | 24102 | 501(C)3 CHARITY | UPDATE SENSORY TRAIL, CHIRO FOR AGING HORSES | $1,500 |
| TRAILS OF PURPOSE | ||||||
| 2400 CAROLINA RD | CHESAPEAKE | VA | 23322 | 501(C)3 CHARITY | NEW SUICIDE PREVENTION PROGRAM | $1,500 |
| UNTAMED SPIRIT THERAPEUTIC RIDING PROGRAM | ||||||
| 3943 DAWLEY ROAD | VIRGINIA BEACH | VA | 23457 | PC | MEDICATIONS FOR THERAPY HORSES | $500 |
| VIRGINIA SEARCH & RESCUE DOG ASSOCIATION | ||||||
| 5849 WINDSOR RETREAT | WARRENTON | VA | 20187 | 501(C)3 CHARITY | 4 GARMIN DOG TRACKING COLLARS | $1,500 |
| WINGS OF HOPE RANCH | ||||||
| PO BOX 1674 | ASHLAND | VA | 23005 | 501(C)3 CHARITY | PROVIDE VIDEOS OF ECRM SESSIONS & CREATE ONLINE TRAINING LIBRARY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | 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 | $24,792 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,725 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,517 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,517 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $2,008 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,008 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $496,687 | EOYBookValueAmt |
| EOYFMV | $450,724 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $215,970 | EOYBookValueAmt |
| EOYFMV | $449,848 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $1,607 | BOYBookValueAmt |
| EOY Book Value | $1,622 | EOYBookValueAmt |
| EOYFMV | $1,622 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXED IN CURRENT YEAR, NOT RECEIVED UNTIL NEXT YEAR | Desc |
| Amt | $303 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TREASURER OF VIRGINIA - LICENSE FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN YEAR END ACCRUED INCOME VALUE | Desc |
| Amt | $15 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NBB TRUSTEE FEES | CategoryTxt |
| Amt | $6,059 | Amt |
| Net Investment Income | $6,059 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $35 | $35 | $0 |
| FEDERAL TAXES PAID | $2,509 | $0 | $0 |
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