HJH FOUNDATION 501 C 3: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HJH FOUNDATION 501 C 3 (EIN 54-2009003)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-15
- IRS object ID
- 202211359349100801
- Schema version
- 2021v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-15T04:44:27-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541282700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY R ROGERS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1081 CLOVERHILL BLVD | AddressLine1Txt |
| City | FOREST | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542009003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJH Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HJHF | BusinessNameControlTxt |
| Phone | 4345251028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 228 | AddressLine1Txt |
| City | Forest | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jimmy N Thomas Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4345251028 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jimmy | PersonFirstNm |
| Person Last | Thomas Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R ROGERS CPA | PreparerPersonNm |
| PTIN | P00618216 | PTIN |
| Phone | 4345251218 | PhoneNum |
| Preparation | 2022-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,155,777 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $173,239 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,155 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $37,578 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $37,578 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $4,988 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,988 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $214,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,734 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,578 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $187 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $187 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $178 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $178 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $504 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $504 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $751 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,904 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,904 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,904 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,921 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,164 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,578 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,918 | CashBOYAmt |
| Cash EOY | $101,470 | CashEOYAmt |
| Cash EOYFMV | $101,470 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $772,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $856,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,054,307 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $839,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $958,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,155,777 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $839,918 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $958,417 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $839,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $958,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $839,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $958,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $839,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,921 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,578 | OtherIncreasesAmt |
| Subtotal | $958,417 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $958,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 29.926SH EUROPACIFIC GROWTH | P | 2021-06-15 | 2021-09-13 | $2,175 | $0 | $2,149 | $26 | $0 | $0 | $0 | $26 |
| 2000SH PARK HOTELS & RESORTS INC | P | 2020-03-27 | 2021-03-19 | $45,226 | $0 | $16,961 | $28,265 | $0 | $0 | $0 | $28,265 |
| 20 CALL - BIG 5 SPORTING GOOD | P | 2021-07-16 | 2021-07-01 | $1,017 | $0 | $0 | $1,017 | $0 | $0 | $0 | $1,017 |
| 10 CALL - BIG 5 SPORTING GOOD | P | 2021-06-18 | 2021-06-08 | $588 | $0 | $0 | $588 | $0 | $0 | $0 | $588 |
| 10 CALL - TRUIST FINANACIAL | P | 2021-06-18 | 2021-02-12 | $768 | $0 | $0 | $768 | $0 | $0 | $0 | $768 |
| 20 CALL - BIG 5 SPORTING GOOD | P | 2021-09-17 | 2021-08-30 | $1,437 | $0 | $0 | $1,437 | $0 | $0 | $0 | $1,437 |
| 10 CALL - TANGER FACTORY OUTLET | P | 2021-02-19 | 2021-01-26 | $1,138 | $0 | $0 | $1,138 | $0 | $0 | $0 | $1,138 |
| 5 CALL - TRUIST FINANCIAL | P | 2021-03-19 | 2021-01-22 | $175 | $0 | $0 | $175 | $0 | $0 | $0 | $175 |
| 20 CALL - BIG 5 SPORTING GOOD | P | 2021-11-19 | 2021-11-02 | $2,395 | $0 | $0 | $2,395 | $0 | $0 | $0 | $2,395 |
| 10 CALL - BIG 5 SPORTING GOOD | P | 2021-06-18 | 2021-05-17 | $1,530 | $0 | $0 | $1,530 | $0 | $0 | $0 | $1,530 |
| 14 CALL - SIRUS XM | P | 2021-06-25 | 2021-06-08 | $242 | $0 | $0 | $242 | $0 | $0 | $0 | $242 |
| 5 CALL - KROGER CO | P | 2021-09-10 | 2021-08-18 | $224 | $0 | $0 | $224 | $0 | $0 | $0 | $224 |
| 20 CALL - PARK HOTELS & RESORTS | P | 2021-03-19 | 2021-02-08 | $717 | $0 | $0 | $717 | $0 | $0 | $0 | $717 |
| 5 CALL - KROGER CO | P | 2021-02-19 | 2021-01-26 | $163 | $0 | $0 | $163 | $0 | $0 | $0 | $163 |
| 705.62SH EUROPACIFIC GROWTH FUND | D | 2021-02-17 | 2021-09-13 | $51,292 | $0 | $52,399 | -$1,107 | $0 | $0 | $0 | -$1,107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,578 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $37,578 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,045 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,045 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,045 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,045 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | Jimmy N Thomas Jr | IndividualWithBooksNm |
| Phone | 4345251028 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Fallen Oaks Lane | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24503 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Jimmy N Thomas Jr | ||||||||
| 1055 Fallen Oaks | Lynchburg | VA | 24503 | President | 1.00 | $0 | $0 | $0 |
| Rhonda P Thomas | ||||||||
| 1055 Fallen Oaks | Lynchburg | VA | 24503 | Sec./Treas | 1.00 | $0 | $0 | $0 |
| Jimmy N Thomas Sr | ||||||||
| 1101 Fallen Oaks | Lynchburg | VA | 24503 | Director | 0.25 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $928,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,016,015 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,016,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,000,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,045 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,045 | TotalTaxAmt |
| Distributable Before Adj | $48,994 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,994 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,994 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,904 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $129,904 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,994 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $112,181 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $425,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $320,901 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $858,182 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,904 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,910 | RemainingDistriFromCorpusAmt |
| Total Corpus | $939,092 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $939,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,181 | ExcessFromYear4Amt |
| Excess From Year3 | $425,100 | ExcessFromYear3Amt |
| Excess From Year2 | $320,901 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $80,910 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jimmy N Thomas Sr | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jimmy N Thomas Jr | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Fallen Oak Lane | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4345251028 | RecipientPhoneNum |
| Form And Info And Materials | Typed Description of Charitable Christian Activities | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Hope Out Loud | ||||||
| PO Box 2366 | Forest | VA | 24551 | PC | To promote theword of Christ | $2,000 |
| Liberty University | ||||||
| 1971 UNIV BLVD | LYNCHBURG | VA | 24502 | PC | To promote theword of christ | $50,000 |
| Impact Church Forest | ||||||
| 14803 Forest Rd Unit 325 | Forest | VA | 24551 | PC | To promote theword of Christ | $25,000 |
| Temple Baptist Church | ||||||
| PO Box 970 | Madison Heights | VA | 24572 | PC | To promote theword of Christ | $2,000 |
| Awana | ||||||
| 1 East Bode Road | Streamwood | IL | 60107 | PC | To promote theword of Christ | $100 |
| Z78 Ministries | ||||||
| PO Box 200 | Medina | TX | 78055 | PC | To promote theword of Christ | $50,000 |
| Wheel Power | ||||||
| 402 Brookfield Rd | Lynchburg | VA | 24503 | PC | To promote theword of Christ | $500 |
| Salvation Army | ||||||
| PO Box 12517 | Richmond | VA | 23241 | PC | To promote theword of Christ | $200 |
| Gleaning For The World | ||||||
| PO Box 645 | Concord | VA | 24538 | PC | To promote theword of Christ | $104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,904 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,155 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $78,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,734 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JIMMY AND RHONDA THOMAS | |||||||
| 1 | 1055 FALLEN OAKS LANE | LYNCHBURG | VA | 24503 | $75,000 | Yes (X) | |
| JIMMY AND RHOMDA THOMAS | |||||||
| 2 | 1055 FALLEN OAKS LANE | LYNCHBURG | VA | 24503 | $79,009 | Yes (X) | |
| HUNTER AND ELIZABETH THOMAS | |||||||
| 3 | 308 BLUMONT DRIVE | LYNCHBURG | VA | 24503 | $19,230 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 705.62SH AMERICA FUNDS - EURO PACIFIC GROWTH ( AEPGX ) | $52,816 | 2021-02-16 |
| 2 | 393.351SH - ANWPX | $26,193 | 2021-12-30 |
| 3 | 3000SH SIRUS XM | $19,230 | 2021-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Jeffrey R. Rogers Accounting & Tax | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9163 sh American National Bankshares Inc | $239,235 | $345,262 |
| 1000 sh Annaly Capital | $16,148 | $7,820 |
| 3650 sh Ares Capital | $75,779 | $77,344 |
| 1000 sh AT&T Inc | $33,730 | $24,600 |
| 714 sh Avid Bioservices Inc | $8,876 | $20,835 |
| 2000 sh Big 5 Sporting Goods | $30,710 | $38,020 |
| 1500 sh BP PLC | $58,071 | $39,945 |
| 2000 sh Cisco Systems Inc | $75,233 | $126,740 |
| 8000 sh Energy Transfer LP | $60,128 | $65,840 |
| 500 sh Intel Corp | $24,401 | $25,750 |
| 3000 sh Investcorp CR MGMT | $28,440 | $14,850 |
| 500 sh Kroger company | $11,805 | $22,630 |
| 800 sh Mannkind Corp | $20,361 | $3,496 |
| 1000 sh Pfizer Inc. | $28,468 | $59,050 |
| 4400 sh Sirius XM Holding | $28,203 | $27,940 |
| 2000 sh Tanger Factory Outlet | $39,634 | $38,560 |
| 1500 sh Truist Financial Corp. | $49,943 | $87,825 |
| 124 sh Viatris Inc | $1,561 | $1,678 |
| 393.351 sh New Perspective FD - ANWPX | $26,221 | $26,122 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Licenses | $25 | $25 |
| MISC EXPENSE | $726 | $726 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of Capital | Desc |
| Revenue And Expenses Per Books | $4,988 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,988 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Capital Gains | Desc |
| Amt | $37,578 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Income Tax | $463 | $463 |
| FOREIGN TAX | $41 | $41 |
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