2023-11-16T12:36:53-05:00 2021-12-31 842703541 IMLER & IMLER CPAS PLC 30 CROSSING LANE SUITE 103 LEXINGTON VA 24450 990PF 2021-01-01 541587458 HOMER & MABEL DERRICK FOUNDATION C/O ELIZABETH WOFFORD HOME 8036000181 3616 CASSINA CIRCLE COLUMBIA SC 29205 H E DERRICK JR TRUSTEE 8036000181 2023-11-15 true H E DERRICK JR 999009999 CRAIG A IMLER CPA P00545412 5404583847 2023-11-16 2021 2023-04-26 12:10:37Z X X 1511663 X X 29523 29523 135390 135390 -7717 282990 157196 164913 30000 15000 15000 1000 500 500 6555 6555 3599 3599 1827 112 1716 42981 25766 17216 132500 132500 175481 25766 149716 -18285 139147 28286 207831 207831 2217724 534382 1157875 365547 120250 129817 16140 16140 16140 2627697 878603 1511663 0 X 2627697 878603 2627697 878603 2627697 878603 2627697 -18285 2609412 1730809 878603 STONE X INVESTMENT ACCOUNT 0648 P 280625 290707 -10082 -10082 -7717 1934 1934 1934 X 44 1978 false false false false false false false true true VA true false false false false true N/A ELIZABETH WOFFORD 8036000181 3616 CASSINA CIRCLE COLUMBIA SC 29205 false false false false false false false false false false false false false false false false false false false false H E DERRICK JR PO BOX 1111 LEXINGTON VA 24450 TRUSTEE 5.00 30000 0 0 MARY D WOFFORD PO BOX 1111 LEXINGTON VA 24450 TRUSTEE 000.00 0 0 0 BETSY C ANDERSON PO BOX 1111 LEXINGTON VA 24450 TRUSTEE 000.00 0 0 0 H D MORRIS PO BOX 1111 LEXINGTON VA 24450 TRUSTEE 000.00 0 0 0 NONE NONE N/A 0 0 0 0 0 0 0 0 1934 1934 0 149716 149716 0 48972 149716 48972 100744 100744 0 100744 100744 X H E DERRICK JR PO BOX 1111 LEXINGTON VA 24450 5404637700 LETTER INCLUDING ANY NECESSARY SUPPLEMENTAL INFORMATION PROJECT HORIZON 120 VARNER LANE LEXINGTON VA 24450 GENERAL 3000 ATULADO MINISTRIES 4514 COBURN COURT CHARLOTTE NC 28277 GENERAL 5000 VIRGINIA HORSE CENTER FOUNDATION 487 MAURY RIVER ROAD LEXINGTON VA 24450 GENERAL 10000 CHILD DEVELOPMENT RESOURCES 150 POINT O WOODS ROAD WILLIAMSBURG VA 23188 BLDG FUND 10000 HOSPICE HOUSE WILLIAMSBURG 4445 POWHATAN PKWY WILLIAMSBURG VA 23188 GENERAL 10000 CAMP SEAFARER 2744 SEAFARER RD ARAPAHOE NC 28510 GENERAL 10000 ST FRANCIS FRIENDS OF THE POOR 155 W 22ND ST NEW YORK NY 10011 GENERAL 5000 SALVATION ARMY OF COLUMBIA 3024 FARROW RD COLUMBIA SC 29203 GENERAL 2500 NATURE CAMP FOUNDATION PO BOX 10542 BLACKSBURG VA 24062 GENERAL 5000 TRANSITIONS 2025 MAIN ST COLUMBIA SC 29201 GENERAL 5000 HARVEST HOPE FOOD BANK PO BOX 451 COLUMBIA SC 29202 GENERAL 5000 ROCKBRIDGE CHRISTMAS BASKETS PO BOX 1030 LEXINGTON VA 24450 GENERAL 5000 W&M ATHLETIC EDUCATION FOUNDATION 751 UKROP WAY WILLIAMSBURG VA 23188 GENERAL 10000 COVENANT HOUSE PO BOX 758636 TOPEKA KS 66675 GENERAL 5000 ST VINCENT DEPAUL SOCIETY 66 PROGRESS PARKWAY MARYLAND HEIGHTS MO 63043 GENERAL 2500 UNITED WAY OF ROCKBRIDGE 218 S MAIN ST LEXINGTON VA 24450 GENERAL 1000 CARILION CLINIC FOUNDATION 903 S JEFFERSON ST ROANOKE VA 24016 GENERAL 15000 HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVE ATLANTA GA 30303 GENERAL 2500 HISTORIC LEXINGTON FOUNDATION 15 S JEFFERSON ST LEXINGTON VA 24450 GENERAL 2500 HOSPICE OF LEXINGTON 315 MYERS ST LEXINGTON VA 24450 GENERAL 1000 CLEAR OF HEARTS MINISTRY 901 ORANGE GROVE ROAD CHARLESTON SC 29407 GENERAL 5000 GREENVILLE HUMANE SOCIETY 305 AIRPORT RD GREENVILLE SC 29607 GENERAL 5000 125000 14 29523 14 135390 -7717 164913 -7717 157196 false false false false false false false false false false TAX PREPARATION FEES 1000 500 500 STONE X PORTFOLIO 120250 129817 STONE X PORTFOLIO 534382 1157875 MISC INVESTMENT 16140 16140 FEDERAL INCOME TAX 2028 TRANSFER TO TRUSTEE CHARITABLE FUNDS 1728781 EXPENSES MEMBERSHIPS & PUBLICATIONS 1604 1604 POSTAGE & BOX RENTAL 90 45 45 MISCELLANEOUS 133 67 67 INVESTMENT FEES 6555 6555 THE REMAINING TRUSTEE AT THE END OF 2021 (H E DERRICK) PASSED AWAY DURING 2022 AND THE PRIOR ACCOUNTANT RETIRED. THE EXECUTOR NEEDED ADDITIONAL TIME TO PREPARE AND FILE A COMPLETE AND ACCURATE RETURN. THE FOUNDATION IS IN THE PROCESSES OF BEING DISSOLVED UPON HIS PASSING AND WILL BE COMPLETED BY THE END OF 2023. FOREIGN TAXES PAID 3599 3599