MRW FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MRW FOUNDATION INC (EIN 20-1188311)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202541229349100609
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T10:06:18-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541481083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESROCHES & COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 S LYNNHAVEN RD STE 400 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23452 | 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 | 201188311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MRW FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRWF | BusinessNameControlTxt |
| Phone | 7574362200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 EDEN WAY NORTH | AddressLine1Txt |
| City | CHESAPEAKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD P ROGERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7574362200 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J DESROCHES CPA | PreparerPersonNm |
| PTIN | P00741251 | PTIN |
| Phone | 7574983000 | PhoneNum |
| Preparation | 2025-04-28 | 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 | $463,913 | 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 | $266,040 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,732 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,876 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $290,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,783 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,879 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $210 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,655 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,655 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $4,655 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $49 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,698 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,804 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $18,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,655 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,576 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,576 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $342,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,655 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $324,576 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,128 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,224 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,044 | CashBOYAmt |
| Cash EOY | $14,467 | CashEOYAmt |
| Cash EOYFMV | $14,467 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,744 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,744 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $330,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $345,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $440,702 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $402,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $369,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $463,913 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,562 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,181 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,562 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,181 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $398,708 | RetainedEarningBOYAmt |
| Retained Earning EOY | $345,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $398,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $345,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $369,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $398,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,881 | ExcessRevenueOverExpensesAmt |
| Subtotal | $345,827 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $345,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16 | SubtotalAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $16 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MRW FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7574362200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 EDEN WAY NORTH | AddressLine1Txt |
| City | CHESAPEAKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23320 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD P ROGERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 EDEN WAY NORTH | AddressLine1Txt |
| City | CHESAPEAKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $338,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $393,737 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $393,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16 | TotalTaxAmt |
| Distributable Before Adj | $19,376 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,376 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,376 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $324,576 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $324,576 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,376 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,879 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $273,458 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $346,192 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $137,151 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,537 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $887,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $324,576 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $305,200 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,192,417 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,879 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,177,538 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $273,458 | ExcessFromYear4Amt |
| Excess From Year3 | $346,192 | ExcessFromYear3Amt |
| Excess From Year2 | $137,151 | ExcessFromYear2Amt |
| Excess From Year1 | $115,537 | ExcessFromYear1Amt |
| Excess From Current Year | $305,200 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| WORLD VISION | ||||||
| PO BOX 70102 | TACOMA | WA | 98481 | AID TO THE POOR | $250,000 | |
| AMERICAN CANCER SOCIETY | ||||||
| 270 PEACHTREE ST NW | ATLANTA | GA | 30303 | MEDICAL RESEARCH | $5,000 | SUITE 1300 |
| THE UNION MISSION MINISTRIES | ||||||
| PO BOX 3203 | NORFOLK | VA | 23514 | AID TO THE POOR | $25,000 | |
| OPERATION HOMEFRONT | ||||||
| 17319 SAN PEDRO AVE | SAN ANTONIO | TX | 78232 | CHILDREN | $7,500 | |
| CRISIS PREGNANCY CTR OF TIDEWATER | ||||||
| PO BOX 119 | NORFOLK | VA | 23501 | AID TO THE POOR | $25,000 | |
| COMPASSION INTERNATIONAL | ||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | AID TO THE POOR | $50 | |
| SOUTHEASTERN VIRGINIA FOODBANK | ||||||
| 800 TIDEWATER DR | NORFOLK | VA | 23504 | AID TO THE POOR | $500 | |
| RECOVERY FOR LIFE | ||||||
| 228 N LYNNHAVEN RD 118 | VIRGINIA BEACH | VA | 23452 | AID TO THE ADDICTED | $618 | |
| CHESAPEAKE JAIL MINISTRY | ||||||
| PO BOX 15075 | CHESAPEAKE | VA | 23328 | RELIGIOUS | $500 | |
| PROJECT LUCAS | ||||||
| PO BOX 64472 | VIRGINIA BEACH | VA | 23467 | CHILDREN | $10,408 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,576 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,876 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,092 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,971 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,971 | 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 | GERALD P ROGERS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 TREY LANE | AddressLine1Txt |
| City | CHESAPEAKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23322 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $262,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,900 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEE ATT STMT (UBS 5494) | PURCHASE | $22,385 | $22,171 | $214 |
| SEE ATT STMT (UBS 5494) | PURCHASE | $118,094 | $100,264 | $17,830 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS MARKETABLE EQUITY SECURITIES | StockNm |
| EOY Book Value | $345,797 | EOYBookValueAmt |
| EOYFMV | $440,702 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $210 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OUTSIDE SERVICES | $3,488 |
| SUPPLIES | $2,316 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ETHIX CORPORATION | Desc |
| BOY Book Value | $3,562 | BOYBookValueAmt |
| EOY Book Value | $23,181 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,655 | Amt |
| Net Investment Income | $4,655 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,655 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $49 | Amt |
Comments