TIMOTHY AND LISA ROBERTSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TIMOTHY AND LISA ROBERTSON FOUNDATION (EIN 83-1553269)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349102350
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T12:28:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BOUSH STREET SUITE 400 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23510 | 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 | 831553269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY AND LISA ROBERTSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIMO | BusinessNameControlTxt |
| Phone | 7574633600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 272 BENDIX ROAD 200 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23452 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY ROBERTSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7574633600 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | ROBERTSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | LAURA S LAW CPA | PreparerPersonNm |
| PTIN | P00740701 | PTIN |
| Phone | 7576274644 | PhoneNum |
| Preparation | 2023-11-13 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,968,608 | 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 |
| Interest On Sav Rev And Expnss | $9,928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,928 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $178,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,880 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $406,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,914,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $406,004 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $594,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $594,812 | 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 | $6,134 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,249 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,249 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,817 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,098 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $111,069 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $159,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $769,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $769,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $928,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $769,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$333,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $476,677 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,301 | CashBOYAmt |
| Cash EOY | $18,158 | CashEOYAmt |
| Cash EOYFMV | $18,158 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,570,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,228,079 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,950,450 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $12,579,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,246,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,968,608 | 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 | $5,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $5,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,574,874 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,241,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,579,874 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,246,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,579,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,246,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,579,874 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$333,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,246,237 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,246,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| US BANK 6113 | $1,199,257 | $1,297,872 | -$98,615 | -$98,615 | |
| US BANK 6113 | $3,509,246 | $3,210,187 | $299,059 | $299,059 | |
| BROWN ADVISORY PEP VII | $50 | -$50 | -$50 | P | |
| BROWN ADVISORY PEP VII | $1,227 | $1,227 | $1,227 | P | |
| BROWN ADVISORY PEP VII | $1 | $1 | $1 | P | |
| BROWN ADVISORY PEP VIII | $58 | $58 | $58 | P | |
| BROWN ADVISORY PEP VIII | $192 | -$192 | -$192 | P | |
| BROWN ADVISORY PEP VIII | $1 | $1 | $1 | P | |
| BROWN ADVISORY PEP IX | $9 | -$9 | -$9 | P | |
| US BANK 6113 CAP GAIN DIST | $204,207 | $204,207 | $204,207 | ||
| US BANK SEC 897 CAP GAIN | $317 | $317 | $317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $406,004 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,626 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,626 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | 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 | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $113 | EsPenaltyAmt |
| Overpayment | $13,261 | OverpaymentAmt |
| Applied To ES Tax | $13,261 | 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 | TIMOTHY ROBERTSON | IndividualWithBooksNm |
| Phone | 7574633600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 272 BENDIX ROAD | AddressLine1Txt |
| City | SUITE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23452 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY B ROBERTSON | ||||||||
| 272 BENDIX ROAD SUITE 200 | VIRGINIA BEACH | VA | 23452 | PRESIDENT AND DIRECTOR | 2.00 | $0 | $0 | $0 |
| LISA N ROBERTSON | ||||||||
| 272 BENDIX ROAD SUITE 200 | VIRGINIA BEACH | VA | 23452 | VICE PRESIDENT, SECRETARY, | 2.00 | $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 | $14,923,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,937,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,937,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,713,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $735,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $735,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,626 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,626 | TotalTaxAmt |
| Distributable Before Adj | $729,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $729,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $729,026 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $769,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $769,425 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $729,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $767,532 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $769,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $767,532 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,893 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $727,133 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIMOTHY B ROBERTSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALPHA INTERNATIONAL MINISTRIES | ||||||
| PO BOX 38838 | GREENSBORO | NC | 27438 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $50,000 |
| AMERICAS KIDS BELONG | ||||||
| 1151 EAGLE DRIVE SUITE 464 | LOVELAND | CO | 80537 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| BY HIS WORD MINISTRIES | ||||||
| 10110 AQUEDUCT DRIVE E | TACOMA | WA | 98445 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $75,000 |
| CAPITAL HILL PREGNANCY CENTER | ||||||
| 713 MARYLAND AVE NE | WASHINGTON | DC | 20002 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| CHILDRENS HOSPITAL OF KINGS DAUGHTERS | ||||||
| PO BOX 2156 | NORFOLK | VA | 23501 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $80,000 |
| DELTA WATERFOWL FOUNDATION | ||||||
| PO BOX 3128 | BISMARK | ND | 58502 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $30,000 |
| GALILEE EPISCOPAL CHURCH | ||||||
| 3928 PACIFIC AVE | VIRGINIA BEACH | VA | 23451 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $20,000 |
| HARVEST HOME LOS ANGELES | ||||||
| 2118 WELSHIRE BLVD | SANTA MONICA | CA | 90403 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $25,000 |
| HOPE HEALS FREESTORE | ||||||
| 606 FALMOUTH STREET SUITE A | WARRENTON | VA | 20186 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| MUSEUM OF THE BIBLE | ||||||
| 400 4TH ST SW | WASHINGTON | DC | 20024 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $100,000 |
| NORFOLK ACADEMY | ||||||
| 1585 WESLEYAN DRIVE | NORFOLK | VA | 23502 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $200,000 |
| OPERATION BLESSING | ||||||
| 977 CENTERVILLE TURNPIKE | VIRGINIA BEACH | VA | 23463 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $100,000 |
| PROVERBS 31 MINISTRIES | ||||||
| PO BOX 3189 | MATTHEWS | NC | 28106 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $25,000 |
| RIVER ELLIS FOUNDATION THE | ||||||
| 508 N BIRDNECK ROAD SUITE L | VIRGINIA BEACH | VA | 23451 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| SWEET BRIAR COLLEGE | ||||||
| 134 CHAPEL ROAD | SWEET BRIAR | VA | 24595 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $4,425 |
| UNITED WAY OF SOUTH HAMPTON ROADS | ||||||
| 2515 WALMER AVENUE | NORFOLK | VA | 23513 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| VIRGINIA AQUARIUM & MARINE SCIENCE CENTER FOUNDATION | ||||||
| 717 GENERAL BOOTH BLVD | VIRGINIA BEACH | VA | 23451 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $769,425 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,928 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $406,004 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $594,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $594,812 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $6,134 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS FROM K-1S | $31,507 | $31,507 | $0 |
| ORDINARY LOSS FROM K-1S | $934 | $934 | $0 |
| BANK FEES | $4 | $0 | $0 |
| SCC REGISTRATION FEE | $25 | $0 | $0 |
| INVESTMENT ACCOUNT MANAGEMENT FEES | $78,628 | $78,628 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $4,817 | $4,817 | $0 |
| 2021 FEDERAL TAX | $14,726 | $0 | $0 |
| 2022 ESTIMATED FEDERAL TAX | $20,000 | $0 | $0 |
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