EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349109560
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T20:10:01-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043715878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLACE BUSINESS ADVISORY SERVICES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1415 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 230611415 | 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 | 521205904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDGE HILL HOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDGE | BusinessNameControlTxt |
| Phone | 8048151066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1562 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8048151066 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL B BIONDOLILLO CPA | PreparerPersonNm |
| PTIN | P00423228 | PTIN |
| Phone | 8046930605 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| 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 | $462,014 | 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 | $6,160 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,030 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,030 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,030 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,043 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,043 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,757 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $223 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $20,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,830 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,296 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,098 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,098 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $49 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,850 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,499 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,332 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,332 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,714 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,296 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,215 | CashBOYAmt |
| Cash EOY | $6,159 | CashEOYAmt |
| Cash EOYFMV | $6,159 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,612 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,633 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $4,842 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,866 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $164,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $170,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $301,018 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $142,062 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $143,136 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $132,338 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $73,904 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,523 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $58,231 | LandBOYAmt |
| Land EOY | $56,381 | LandEOYAmt |
| Other Assets BOY | $153 | OtherAssetsBOYAmt |
| Total Assets BOY | $399,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $399,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $462,014 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $399,005 | RetainedEarningBOYAmt |
| Retained Earning EOY | $399,039 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $399,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $399,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $399,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $399,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $399,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34 | ExcessRevenueOverExpensesAmt |
| Subtotal | $399,039 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $399,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MEDTRONIC PLC SHS | P | 2022-01-05 | 2022-09-28 | $1,638 | $2,170 | -$532 | -$532 |
| DEERE JOHN | P | 2021-08-31 | 2022-11-10 | $4,856 | $5,141 | -$285 | -$285 |
| ILLUMINA INC | P | 2020-09-23 | 2022-05-18 | $1,452 | $1,646 | -$194 | -$194 |
| ADVANCE MICRO DEVICES | P | 2021-06-02 | 2022-02-09 | $5,789 | $3,681 | $2,108 | $2,108 |
| TJX COS | P | 2021-05-26 | 2022-11-23 | $322 | $271 | $51 | $51 |
| MASTERCARD | P | 2016-10-05 | 2022-02-16 | $379 | $102 | $277 | $277 |
| BALL CORP | P | 2021-07-14 | 2022-06-15 | $919 | $1,184 | -$265 | -$265 |
| TJX COS | P | 2021-04-07 | 2022-02-01 | $1,448 | $1,361 | $87 | $87 |
| MERCADOLIBRE | P | 2020-08-19 | 2022-01-12 | $3,522 | $3,654 | -$132 | -$132 |
| CAESARS ENTMT | P | 2022-02-17 | 2022-09-28 | $1,424 | $3,478 | -$2,054 | -$2,054 |
| ACCENTURE PLC | P | 2008-09-10 | 2022-01-05 | $2,794 | $270 | $2,524 | $2,524 |
| MICROSOFT | P | 2020-03-18 | 2022-01-05 | $4,187 | $1,811 | $2,376 | $2,376 |
| COMCAST CORP | P | 2021-08-31 | 2022-02-16 | $5,104 | $5,464 | -$360 | -$360 |
| MEDTRONIC | P | 2020-06-17 | 2022-09-28 | $3,113 | $3,646 | -$533 | -$533 |
| SONY | P | 2020-08-12 | 2022-09-30 | $3,299 | $4,109 | -$810 | -$810 |
| HALLIBURTON CO | P | 2021-08-31 | 2022-02-23 | $3,175 | $3,273 | -$98 | -$98 |
| ABBOTT LABS | P | 2020-03-11 | 2022-02-01 | $1,268 | $778 | $490 | $490 |
| SONY | P | 2021-04-27 | 2022-09-30 | $1,423 | $2,357 | -$934 | -$934 |
| HALLIBURTON CO | P | 2021-08-31 | 2022-02-28 | $2,095 | $2,181 | -$86 | -$86 |
| ALPHABET INC | P | 2009-04-08 | 2022-02-01 | $2,732 | $183 | $2,549 | $2,549 |
| TJX COS | P | 2021-04-07 | 2022-11-23 | $966 | $817 | $149 | $149 |
| MASTERCARD | P | 2021-09-08 | 2022-02-16 | $1,138 | $1,047 | $91 | $91 |
| APPLE INC | P | 2006-09-14 | 2022-02-01 | $1,215 | $19 | $1,196 | $1,196 |
| T MOBILE | P | 2019-10-30 | 2022-12-07 | $1,640 | $915 | $725 | $725 |
| PIONEER NAT RES | P | 2022-01-05 | 2022-10-26 | $1,868 | $1,364 | $504 | $504 |
| APPLE INC | P | 2006-09-14 | 2022-03-23 | $1,846 | $29 | $1,817 | $1,817 |
| VISA | P | 2010-06-16 | 2022-02-01 | $1,153 | $95 | $1,058 | $1,058 |
| T MOBILE | P | 2021-12-15 | 2022-06-08 | $1,374 | $1,170 | $204 | $204 |
| BALL CORP | P | 2020-09-24 | 2022-06-15 | $3,873 | $4,739 | -$866 | -$866 |
| VISA | P | 2010-06-16 | 2022-02-16 | $1,359 | $114 | $1,245 | $1,245 |
| T MOBILE | P | 2022-01-12 | 2022-06-08 | $412 | $335 | $77 | $77 |
| BROOKFIELD ASSET | P | 2011-03-23 | 2022-12-14 | $23 | $8 | $15 | $15 |
| T MOBILE | P | 2022-01-12 | 2022-11-02 | $1,962 | $1,452 | $510 | $510 |
| CONSTELLATION BRANDS | P | 2021-01-27 | 2022-02-01 | $1,177 | $1,071 | $106 | $106 |
| T MOBILE | P | 2022-01-12 | 2022-12-07 | $149 | $112 | $37 | $37 |
| DISH NETWORK | P | 2020-12-16 | 2022-06-08 | $3,080 | $4,823 | -$1,743 | -$1,743 |
| WISDOMTREE CIL | P | 2022-03-22 | 2022-03-24 | $25 | $25 | ||
| DISH NETWORK | P | 2021-05-05 | 2022-06-08 | $633 | $1,372 | -$739 | -$739 |
| AT & T | P | 2021-07-27 | 2022-08-04 | $4,787 | $5,008 | -$221 | -$221 |
| ILLUMINA INC | P | 2020-09-02 | 2022-05-18 | $1,210 | $1,797 | -$587 | -$587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,757 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $223 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $121 | SubtotalAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $228 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $228 | TotalPaymentsAndCreditsAmt |
| Overpayment | $107 | OverpaymentAmt |
| Applied To ES Tax | $107 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | Yes (true) | 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM D WEAVERJR | IndividualWithBooksNm |
| Phone | 8048151066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6929 MOTLEY LANDING DR | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | 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 |
| 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 (11 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM D WEAVERJR | |||||||||
| 6929 MOTLEY LANDING DR | GLOUCESTER | VA | 23061 | TREASURER | 2.00 | $0 | $0 | $0 | |
| DAVID BROWN | |||||||||
| P O BOX 157 | WHITE MARSH | VA | 23183 | PRESIDENT | 5.00 | $0 | $0 | $0 | |
| MRS WILLIAM D WEAVER JR | |||||||||
| 6929 MOTLEY LANDING DR | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| F BRECKENRIDGE MONTAGUE | |||||||||
| PO BOX 695 | GLOUCESTER | VA | 23061 | VP | 000.00 | $0 | $0 | $0 | |
| KENNETH GIBSON | |||||||||
| P O BOX 2346 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| RICKY WIATT | |||||||||
| P O BOX 651 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| ELLA WATKINS | |||||||||
| 4476 HERMITAGE LN | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| DAVID EVANS | |||||||||
| 7991 WATERSEDGE LANE | GLOUCESTER POINT | VA | 23062 | SECRETARY | 000.00 | $0 | $0 | $0 | P O BOX 428 |
| KAY VAN DYKE | |||||||||
| 7245 HOPKINS CIRCLE | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| MARY ANN HOGGE | |||||||||
| 1619 T C WALKER RD | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| BILL ANDERSON | |||||||||
| 3585 MISS MINNIES LANE | HAYES | VA | 23072 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTINUED PRESERVATION OF THE HISTORICAL STRUCTURE AND GROUNDS OF EDGE HILL HOUSE FOR THE BENEFIT OF THE GENERAL PUBLIC. | Description1Txt |
| Expenses1 | $11,292 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $448,536 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $483,783 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $483,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $476,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,826 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,292 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,292 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $11,292 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $11,292 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,292 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-02-06 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,296 | CurrentYearAmt |
| Year1 | $8,107 | Year1Amt |
| Year2 | $6,716 | Year2Amt |
| Year3 | $7,845 | Year3Amt |
| Total | $29,964 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,202 | CurrentYearAmt |
| Year1 | $6,891 | Year1Amt |
| Year2 | $5,709 | Year2Amt |
| Year3 | $6,668 | Year3Amt |
| Total | $25,470 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,292 | CurrentYearAmt |
| Year1 | $24,714 | Year1Amt |
| Year2 | $11,152 | Year2Amt |
| Year3 | $42,421 | Year3Amt |
| Total | $89,579 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,292 | CurrentYearAmt |
| Year1 | $24,714 | Year1Amt |
| Year2 | $11,152 | Year2Amt |
| Year3 | $42,421 | Year3Amt |
| Total | $89,579 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,884 | CurrentYearAmt |
| Year1 | $17,389 | Year1Amt |
| Year2 | $15,320 | Year2Amt |
| Year3 | $14,777 | Year3Amt |
| Total | $63,370 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GLOUCESTER WOMAN'S CLUB | ||||||
| P O BOX 1562 | GLOUCESTER | VA | 23061 | PUBLIC | UTILITIES TO MAINTAIN BLDG | $4,388 |
| GLOUCESTER WOMAN'S CLUB | ||||||
| P O BOX 1562 | GLOUCESTER | VA | 23061 | EDUCATIONAL PROJECT | $572 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,960 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,030 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,043 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,757 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,830 | 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 | W E M T BELVIN CHARITABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 COX ROAD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,160 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FILE CABINET | 2006-09-25 | $325 | $325 | 200DB | 7.0000 | |
| 5 FOLDING CHAIRS | 2006-10-31 | $462 | $462 | 200DB | 7.0000 | |
| CHAIR LIFT | 2015-07-21 | $9,730 | $9,513 | 200DB | 7.0000 | $217 |
| HIGHWAY MAKER | 2015-12-22 | $1,745 | $1,307 | 150DB | 15.0000 | $52 |
| BATHROOM PROJECT | 2019-05-01 | $59,799 | $4,025 | S/L | 39.0000 | $1,533 |
| GUTTERS | 2021-02-19 | $1,843 | $41 | S/L | 39.0000 | $48 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 APPLIED MATERIALS | $5,006 | $4,744 |
| 5000 CVS HEALTH CORP | $5,067 | $4,676 |
| 5000 WALT DISNEY | $5,284 | $4,846 |
| 5000 COMCAST | ||
| 5000 WAL-MART | $5,011 | $4,433 |
| 90SH VANGUARD SCOTTSDALE BD FD | $7,425 | $6,767 |
| 145SH SCHWAB ST U S TREASURY ETF | $7,440 | $6,995 |
| 5000 PAYPAL HLDGS | $5,150 | $4,794 |
| 5000 DEERE JOHN | ||
| 5000 AT & T | ||
| 5000 CITIGROUP | $5,269 | $4,845 |
| 5000 CHEVRON | $5,077 | $4,656 |
| 5000 AMGEN | $5,089 | $4,492 |
| 5000 AMAZON | $4,998 | $4,434 |
| 5000 SHERWIN WILLIAMS | $5,420 | $4,686 |
| 130SH SCHWAB STRATEGIC US TREASURY | $7,394 | $6,400 |
| 5000 MPLX | $5,457 | $4,726 |
| 5000 HALLIBURTON | ||
| 5000 GENERAL MOTORS | $5,004 | $4,348 |
| 257SH ISHARES TR INTER GOVT BD FUND | $28,784 | $26,332 |
| 146 SH ISHARES TR FLTG RATE-SOLD 199 | $7,401 | $7,348 |
| 5000 CATERPILLAR FINL SVCS | $5,009 | $5,009 |
| 142 SH ISHARES TR FLTG | $7,203 | $7,147 |
| 5000 LOWES | $4,916 | $4,929 |
| 114 WISDOMTREE TR | $5,732 | $5,731 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10SH T-MOBILE SOLD | ||
| 11 ILLUMINA INC SOLD | ||
| 11SH SERVICENOW | $5,691 | $4,271 |
| 96 SHTJX COS INC NEW- SOLD 32 | $5,321 | $7,642 |
| 12SH BROADCOM INC | $3,137 | $6,710 |
| 13SH HOME DEPOT | $2,290 | $4,106 |
| 14SH BALL CORP-SOLD | ||
| 20SH SHERWIN WILLIAMS CO- | $2,246 | $4,747 |
| 14SH UNITEDHEALTH | $5,234 | $7,423 |
| 176SH DISH NETWORK SOLD | ||
| 17SH META PLATFORMS | $4,552 | $2,046 |
| 19SH MARTIN MARIETTA MAT-SOLD 4 | $3,932 | $6,421 |
| 15SH MOODYS CORP | $3,115 | $4,179 |
| 1SH MARKEL CORP | $1,221 | $1,317 |
| 21SH ADOBE SYSTEMS INC.-SOLD 5 | $1,848 | $7,067 |
| 235SH BROOKFIELD ASSET MGMT | $2,151 | $7,386 |
| 19SH CONSTELLATION BRANDS SOLD 5 | $4,068 | $4,403 |
| 22SH TJX SOLD 4 | $1,488 | $1,751 |
| 27 AIR PRODUCTS & CHEMICALS-SOLD 5 | $5,068 | $8,323 |
| 28SH BERKSHIRE HATHAWAY INC-SOLD 21 | $1,397 | $8,649 |
| 27SHMASTERCARD INC 1 SOLD | $2,761 | $9,389 |
| 29SH UNION PACIFIC CORP | $2,733 | $6,005 |
| 3SH BOOKING HLDGS BOUGHT 1 | $6,465 | $6,046 |
| 21SH AON | $4,127 | $6,303 |
| 32SH HONEYWELL INTL INC | $4,413 | $6,858 |
| 28SH ACCENTURE PLC IRELAND SOLD 4 | $1,079 | $7,471 |
| 35SH AMERICAN TOWER CORP -SOLD 14 | $1,029 | $7,415 |
| 36 WALT DISNEY | $4,081 | $3,128 |
| 60SH ALPHABET INC CL C- STOCK SPLIT | $509 | $5,324 |
| 3SH MASTERCARD SOLD | ||
| 3SH MERCADOLIBRE INC SOLD | ||
| 42SH DANAHER CORP | $830 | $11,148 |
| 43SH JOHNSON & JOHNSON | $2,420 | $7,596 |
| 43SH JP MORGAN CHASE-SOLD 17 | $1,766 | $5,766 |
| 57SH ELECTRONIC ARTS-BOUGHT 13 | $7,158 | $6,964 |
| 47SH PIONEER NAT RES BOUGHT & SOLD | $7,805 | $10,734 |
| 45SH ADVANCED MICRO DEVICES SOLD | ||
| 35SH VISA INC CLASS A SOLD 11 | $667 | $7,272 |
| 48SH MEDTRONIC-SOLD | ||
| 60SH ALPHABET INC CL A SPLIT & SOLD | $511 | $5,294 |
| 80SH AMAZON.COM-STOCK SPLIT | $3,649 | $6,720 |
| 5 SH HONEYWELL | $1,154 | $1,072 |
| 43SH ABBOTT LAB- SOLD 10 | $3,346 | $4,721 |
| 42SH MICROSOFT CORP-SOLD 13 | $4,459 | $10,072 |
| 59SH BALL CORP-SOLD | ||
| 49 T-MOBILE US-BOUGHT & SOLD | $4,077 | $6,860 |
| 64SH CARMAX INC | $1,380 | $3,897 |
| 73SH SONY-SOLD | ||
| 8 SH AIR PRODUCTS | $2,028 | $2,466 |
| 63SH APPLE INC-SOLD 18 | $167 | $8,186 |
| 8SH MARKEL CORP | $1,616 | $10,540 |
| 24SH DISNEY WALT BOUGHT 15 | $2,740 | $2,085 |
| 20SH JOHNSON & JOHNSON BOUGHT 11 | $3,496 | $3,533 |
| 40SH NOVO NORDISK | $4,589 | $5,414 |
| 58SH BROOKFIELD ASSET | $1,660 | |
| 22SH MARTIN MARIETTA MATLS | $2,222 | $2,366 |
| 7SH UNION PAC COM | $1,372 | $1,449 |
| 14SH SHERWIN-WILLIAMS | $3,164 | $3,323 |
| 2 MOODYS CORP | $555 | $557 |
| 17SH ABBOTT LABS | $1,800 | $1,866 |
| 4SH ADOBE | $1,749 | $1,346 |
| 16SH META | $3,447 | $1,925 |
| 12SH INTUIT COM | $4,652 | $4,671 |
| 2SH HOME DEPOT | $641 | $632 |
| 31SH EOG | $3,119 | $4,015 |
| 2SH DANAHER CORP | $522 | $531 |
| 9SH COSTCO | $4,300 | $4,108 |
| 3SH CONSTELLATION BRANDS | $699 | $695 |
| 2SH BERKSHIRE HATHAWAY | $614 | $618 |
| 120SH BANK OF AMERICA | $5,088 | $3,974 |
| 20SH AMAZON | $2,251 | $1,680 |
| 10SH ALPHABET | $877 | $882 |
| ROUNDING | $2 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,842 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,866 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDING AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $73,904 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $17,523 | AccumulatedDepreciationAmt |
| Book Value | $56,381 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVED IN JANUARY 22 | Desc |
| BOY Book Value | $153 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES | $174 | ||
| INSURANCE | $3,000 | $3,000 | |
| REPAIRS TO THE BUILDING | $959 | $959 | |
| SECURITY | $470 | $470 | |
| LANDSCAPING & LAWNCARE | $1,260 | $1,260 | |
| SUPPLIES | $643 | $643 | |
| ROUNDING | -$7 | -$6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $6,098 | Amt |
| Net Investment Income | $6,098 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H | $24 | $24 |
| TAX | ||
| FRANCHISE & REGISTRATION | $25 |
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