THE LEEPS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE LEEPS FOUNDATION INC (EIN 54-1975226)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349104768
- Schema version
- 2024v5.1
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T16:11:17-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 5404603498 | 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 | 5404603498 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK PITTMAN | PreparerPersonNm |
| PTIN | P00587461 | PTIN |
| Phone | 5403450936 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,011,267 | 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 | $30,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,268 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $548,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,268 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,440 | 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 | $2,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,345 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,991 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,142 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,823 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,818 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,882 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,882 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,818 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,622 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,246 | CashBOYAmt |
| Cash EOY | $24,344 | CashEOYAmt |
| Cash EOYFMV | $24,344 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,753 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,538 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $213,893 | CorporateStockBOYAmt |
| Corporate Stock EOY | $207,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $414,023 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $566,394 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $553,431 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $541,703 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,289 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,659 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,659 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $825,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $816,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,011,267 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $825,575 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $816,177 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $825,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $816,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $825,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $816,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $825,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,372 | OtherIncreasesAmt |
| Subtotal | $816,177 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $816,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADE SECURITIES | $53,407 | $58,903 | -$5,496 | -$5,496 | |
| PUBLICLY TRADE SECURITIES | $250,000 | $246,342 | $3,658 | $3,658 | |
| PUBLICLY TRADE SECURITIES | $75,502 | $51,050 | $24,452 | $24,452 | |
| PUBLICLY TRADE SECURITIES | $166,704 | $139,432 | $27,272 | $27,272 | |
| CAPITAL GAINS DIVIDENDS | $3,382 | $3,382 | $3,382 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,268 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,037 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,037 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | 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 | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $283 | OverpaymentAmt |
| Applied To ES Tax | $283 | 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 | 5404603498 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6110 STRATFORD WAY | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | 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 | $983,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,381 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,036,647 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,036,647 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,021,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,037 | TotalTaxAmt |
| Distributable Before Adj | $50,018 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,018 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,018 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,227 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $83,227 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,018 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,479 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,264 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,772 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,598 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,888 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,001 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,018 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,209 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $113,210 | 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 | $3,479 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $109,731 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,264 | ExcessFromYear4Amt |
| Excess From Year3 | $18,772 | ExcessFromYear3Amt |
| Excess From Year2 | $19,598 | ExcessFromYear2Amt |
| Excess From Year1 | $23,888 | ExcessFromYear1Amt |
| Excess From Current Year | $33,209 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| BIT OF HOPE RANCH INC | |||||||
| 5001 CR WOOD RD | GASTONIA | NC | 28056 | PC | PARTIAL FUNDING FOR SURE HANDS LIFT TO HELP RIDERS MOUNT UP | $2,500 | |
| BRIGHT SIDE YOUTH RANCH | |||||||
| 1069 N SHILOH ROAD | YORK | SC | 29745 | 501(C)3 CHARITY | LIGHTING FOR OUTDOOR ARENA | $2,450 | |
| 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 | $1,000 | |
| 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 | $1,700 | |
| DREAM CATCHERS | |||||||
| PO BOX 1261 | TOANO | VA | 23168 | PC | PURCHASE COW CUTTING FLAG SYSTEM FOR VETERANS TO RIDE FOR FUN AND FOCUS | $1,250 | |
| EQUI-KIDS THERAPUTIC RIDING PROGRAM | |||||||
| 2626 HERITAGE PARK DRIVE | VIRGINIA BEACH | VA | 23456 | PC | REPLACE HELMET & REINS, SCHOLARSHIPS FOR RIDERS/VETS | $1,500 | |
| GLORY REINS RANCH | |||||||
| 1587 PLANK RD | FARMVILLE | VA | 23901 | 501(C)3 CHARITY | BUY RAILING AND GATES FOR NEW COVERED AREA AND WATERER | $2,500 | |
| GOOD HOPE EQUESTRIAN | |||||||
| 1108 WILD TURKEY RUN | HAILFAX | VA | 24558 | 501(C)3 CHARITY | NEW PROGRAM, ENDLESS STRIDES, FOR FOSTER CARE CHILDREN W/ SPECIAL NEEDS. STARTED IN MIAMI IN 2000, MOVED TO VA. PREMIER PATH, AND GROWS & SHARES ORGANIC FOOD WITH LOW INCOME PEOPLE; 80+/YEAR. | $1,500 | |
| 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 | $1,000 | |
| 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 | |
| HOPE'S LEGACY EQUINE RESCUE INC | |||||||
| 5145 TAYLOR CREEK RD | AFTON | VA | 22920 | PC | PROVIDE FUNDING FOR 12 WEEK PROGRAM FOR VETERANS. | $1,000 | N/A |
| 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 | |
| LOUDOUN THERAPEUDIC RIDING INC | |||||||
| 14490 BERLIN TURNPIKE | LOVETTSVILLE | VA | 20180 | PC | RESCUE ADOPTION FEES FOR 2 MINIS; LITTLES FOR LITERACY PILOT PROGRAM | $1,000 | |
| RIDE WITH PRIDE | |||||||
| 2433 SHUTTERLEE MILL RD | STAUNTON | VA | 24401 | 501(C)3 CHARITY | BUY NEW ADAPTIVE EQUIPMENT | $500 | |
| RISEN RIDGE MINISTRY | |||||||
| PO BOX 442 | STUARTS DRAFT | VA | 24477 | 501(C)3 CHARITY | PAY FOR BBEAP TRAINING FOR 5 AND ECRM CONFERENCE | $2,500 | |
| SHEPARD YOUTH RANCH | |||||||
| 3017 BRASSFIELD ROAD | CREEDMOOR | NC | 27522 | 501(C)3 CHARITY | 8 WK VETERAN PILOT PROGRAM - 20 VETS FOR PTSD-NC VETERANS FOR LIFE CTS. SYR STARTED 2003; SERVED 8000 PEOPLE; RESCUED 13 HORSES, TRAINED 400 PEOPLE IN BBEAP (SHEPARD ACADEMY SERVICE FOR TRAUMA AND MH | $2,500 | |
| SHINING HOPE FARMS | |||||||
| 328 WHIPPOORWILL LANE | MT HOLLY | NC | 38120 | 501(C)3 CHARITY | SADDLES & SALUTES VET PROGRAM | $1,250 | |
| SIMPLE CHANGES INC | |||||||
| PO BOX 991 | LORTON | VA | 22199 | 501(C)3 CHARITY | OFFSET COSTS FOR PROGRAM FOR SENIORS WITH DEMENTIAL GROUNDWORK. | $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 | $2,000 | |
| 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 | $1,000 | |
| THE BARNS AT BLUE MOUNTAIN INC | |||||||
| 17507 LEE HWY | ALBINGDON | VA | 24210 | 501(C)3 CHARITY | BUY ADAPTIVE TACK-SURCINGLE, SADDLES, BUILD SENSORY TRAIL, MOWER/WEEDEATER PATH MEMBER, PSYCHOTHERAPY, TH, EAL, SERVES 50 CHILDREN IN 5 COUNTRY & BRISTOL. OFFERS GREENHOUSE & GARDENS FOR FAMILIES TO GROW & SELL PRODUCE - TECH BUSINESS SKILLS & SELF-SUFFICIENCY FOR FAMILIES COMMUNITY/WHOLE FAMILY FOCUS. | $2,000 | |
| 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 | $1,732 | |
| WINGS OF HOPE RANCH | |||||||
| PO BOX 1674 | ASHLAND | VA | 23005 | 501(C)3 CHARITY | PROVIDE VIDEOS OF ECRM SESSIONS & CREATE ONLINE TRAINING LIBRARY | $4,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,882 | 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 | $30,172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,268 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,440 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,440 | 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 | $2,345 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,345 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $553,431 | EOYBookValueAmt |
| EOYFMV | $541,703 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $207,202 | EOYBookValueAmt |
| EOYFMV | $414,023 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $2,289 | BOYBookValueAmt |
| EOY Book Value | $3,659 | EOYBookValueAmt |
| EOYFMV | $3,659 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TREASURER OF VIRGINIA - LICENSE FEE | $25 | $0 | $0 |
| ACCRUED INTEREST PURCHASED | $2,823 | $2,823 | $0 |
| OTHER ADJUSTMENTS | $2 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN YEAR END ACCRUED INCOME VALUE | Desc |
| Amt | $1,372 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NBB TRUSTEE FEES | CategoryTxt |
| Amt | $5,991 | Amt |
| Net Investment Income | $5,991 | 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 | $4 | $4 | $0 |
| FEDERAL TAXES PAID | $2,138 | $0 | $0 |
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