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HOMER & MABEL DERRICK FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HOMER & MABEL DERRICK FOUNDATION (EIN 54-1587458)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-16
IRS object ID
202333209349101238
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

FieldValueIRS element (for citing)
Return2023-11-16T13:08:11-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN842703541PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1IMLER & IMLER CPAS PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 CROSSING LANE SUITE 103AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24450ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541587458EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOMER & MABEL DERRICK FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ELIZABETH WOFFORDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHOMEBusinessNameControlTxt
Phone8036000181PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13616 CASSINA CIRCLEAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH WOFFORDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8036000181PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastWOFFORDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG A IMLER CPAPreparerPersonNm
PTINP00545412PTIN
Phone5404583847PhoneNum
Preparation2023-11-16PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,553,047FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,943InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,943InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,251DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,251DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,521NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,551GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,521CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$44,715TotalRevAndExpnssAmt
Total Net Invst Incm$44,715TotalNetInvstIncmAmt
Taxes Rev And Expnss$817TaxesRevAndExpnssAmt
Taxes Net Invst Incm$817TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,372OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$135OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,237OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,189TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$952TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,237TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,189TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$952TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,237TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$42,526ExcessRevenueOverExpensesAmt
Net Investment Income$43,763NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$207,831CashBOYAmt
Cash EOY$252,294CashEOYAmt
Cash EOYFMV$252,296CashEOYFMVAmt
Corporate Stock BOY$534,382CorporateStockBOYAmt
Corporate Stock EOY$532,445CorporateStockEOYAmt
Corporate Stock EOYFMV$1,183,616CorporateStockEOYFMVAmt
Corporate Bonds BOY$120,250CorporateBondsBOYAmt
Corporate Bonds EOY$101,500CorporateBondsEOYAmt
Corporate Bonds EOYFMV$100,995CorporateBondsEOYFMVAmt
Other Investments BOY$16,140OtherInvestmentsBOYAmt
Other Investments EOY$16,140OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,140OtherInvestmentsEOYFMVAmt
Total Assets BOY$878,603TotalAssetsBOYAmt
Total Assets EOY$902,379TotalAssetsEOYAmt
Total Assets EOYFMV$1,553,047TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$878,603NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$902,379NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$878,603TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$902,379TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$878,603TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$902,379TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$878,603TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$42,526ExcessRevenueOverExpensesAmt
Subtotal$921,129SubtotalAmt
Other Decreases$18,750OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$902,379TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyWARNER BROS DISCOVERY CASH IN LIEUPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-01-06AcquiredDt
Sold2022-04-08SoldDt
Gross Sales Price$22GrossSalesPriceAmt
Cost Or Other Basis$30CostOrOtherBasisAmt
Gain Or Loss-$8GainOrLossAmt
Gains Minus Excess Or Losses-$8GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,521CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$608InvestmentIncomeExciseTaxAmt
Subtotal$608SubtotalAmt
Tax Based On Investment Income$608TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$27EsPenaltyAmt
Tax Due$635TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksELIZABETH WOFFORDIndividualWithBooksNm
Phone8036000181PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13616 CASSINA CIRCLEAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29205ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
H E DERRICK JR
PO BOX 1111LEXINGTONVA24450TRUSTEE5.00$0$0$0
ELIZABETH WOFFORD
3616 CASSINA CIRCLECOLUMBIASC29205TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$608TaxBasedOnInvestmentIncomeAmt
Total Tax$608TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,237ExpensesAndContributionsAmt
Qualifying Distributions$1,237QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$100,744ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$100,744TotalExcessDistributionCyovAmt
Qualifying Distributions$1,237QualifyingDistributionsAmt
Remaining Distri From Corpus$1,237RemainingDistriFromCorpusAmt
Total Corpus$101,981TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$101,981ExcessDistriCyovToNextYrAmt
Excess From Year1$100,744ExcessFromYear1Amt
Excess From Current Year$1,237ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELIZABETH WOFFORDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13616 CASSINA CIRCLEAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29205ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8036000181RecipientPhoneNum
Form And Info And MaterialsLETTER INCLUDING ANY NECESSARY SUPPLEMENTAL INFORMATIONFormAndInfoAndMaterialsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,943ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,251ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,521RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$43,194ExclusionAmt
Related Or Exempt Function Incm$1,521RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,715TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSTONE X PORTFOLIOBondNm
EOY Book Value$101,500EOYBookValueAmt
EOYFMV$100,995EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTONE X PORTFOLIOStockNm
EOY Book Value$532,445EOYBookValueAmt
EOYFMV$1,183,616EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMISC INVESTMENTCategoryOrItemTxt
Book Value$16,140BookValueAmt
EOYFMV$16,140EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTRANSFER TO TRUSTEE CHARITABLE FUNDSDesc
Amt$18,750Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MEMBERSHIPS & PUBLICATIONS$1,102$1,102
POSTAGE & BOX RENTAL$270$135$135

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$817Amt
Net Investment Income$817NetInvestmentIncomeAmt

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