BETA

DOUGLAS AND MARIANNE DICKERSON FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DOUGLAS AND MARIANNE DICKERSON FOUNDATION (EIN 20-1577084)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349102400
Schema version
2021v4.2
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)
Return2022-11-15T09:22:13-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN831365284PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BALDWIN ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1440 MONTICELLO AVE STE 1823AAddressLine1Txt
CityNORFOLKCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23510ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201577084EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOUGLAS & MARIANNE DICKERSON FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O DOUGLAS DICKERSONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDOUGBusinessNameControlTxt
Phone7574281080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11204 KAMICHI COURTAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS DICKERSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7574281080PhoneNum
Signature2022-10-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOUGLASPersonFirstNm
Person LastDICKERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHIRLEY C BALDWINPreparerPersonNm
PTINP00294712PTIN
Phone7572274515PhoneNum
Preparation2022-10-05PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,988,518FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$79,057DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,057DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$257,115NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$663,768GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$257,115CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$336,172TotalRevAndExpnssAmt
Total Net Invst Incm$336,172TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,639LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,389LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,801OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,801OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$937TaxesRevAndExpnssAmt
Taxes Net Invst Incm$937TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,245OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,245OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,372TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,983TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,139TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$234,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$234,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$261,372TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,983TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$243,139TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$74,800ExcessRevenueOverExpensesAmt
Net Investment Income$318,189NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$181,727CashBOYAmt
Cash EOY$351,831CashEOYAmt
Cash EOYFMV$351,831CashEOYFMVAmt
Rcvbl From Officers BOY$405RcvblFromOfficersBOYAmt
Corporate Stock BOY$2,107,137CorporateStockBOYAmt
Corporate Stock EOY$1,863,860CorporateStockEOYAmt
Corporate Stock EOYFMV$3,125,491CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,193,237CorporateBondsBOYAmt
Corporate Bonds EOY$1,353,237CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,371,739CorporateBondsEOYFMVAmt
Other Investments BOY$103,964OtherInvestmentsBOYAmt
Other Investments EOY$97,623OtherInvestmentsEOYAmt
Other Investments EOYFMV$139,457OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,586,470TotalAssetsBOYAmt
Total Assets EOY$3,666,551TotalAssetsEOYAmt
Total Assets EOYFMV$4,988,518TotalAssetsEOYFMVAmt
Accounts Payable EOY$3,810AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,810TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,586,470RetainedEarningBOYAmt
Retained Earning EOY$3,662,741RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,586,470TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,662,741TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,586,470TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,666,551TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,586,470TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$74,800ExcessRevenueOverExpensesAmt
Other Increases$1,471OtherIncreasesAmt
Subtotal$3,662,741SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,662,741TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TRUIST 5124315P$113,390$105,818$7,572$7,572
TRUIST 5124315P$327,535$246,604$80,931$80,931
TRUIST 5124315P$88,039$54,231$33,808$33,808
CAPITAL GAINS DIVIDENDSP$134,804$134,804$134,804
FieldValueIRS element (for citing)
Capital Gain Net Income$257,115CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,423InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,423SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,423TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$6,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,060TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,637OverpaymentAmt
Applied To ES Tax$4,637AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDOUGLAS DICKERSONIndividualWithBooksNm
Phone7574281080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11204 KAMICHI COURTAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
DOUGLAS DICKERSON
1204 KAMICHI COURTVIRGINIA BEACHVA23451CHAIRMAN/SECRETARY10.00$0$0$0
MARIANNE DICKERSON
1204 KAMICHI COURTVIRGINIA BEACHVA23451VICE CHAIRMAN/PRESIDENT/TR10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,716,549AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$262,481AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,979,030TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,979,030AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,685CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,904,345NetVlNoncharitableAssetsAmt
Minimum Investment Return$245,217MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$245,217MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,423TaxBasedOnInvestmentIncomeAmt
Total Tax$4,423TotalTaxAmt
Distributable Before Adj$240,794DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$240,794DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$240,794DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$243,139ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$243,139QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$240,794DistributableAsAdjustedAmt
Undistributed Income PY$150,526UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$243,139QualifyingDistributionsAmt
Applied To Year1$150,526AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$92,613AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$148,181UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDOUGLAS DICKERSONContributingManagerNm
Contributing ManagerMARIANNE DICKERSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDOUGLAS DICKERSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11204 KAMICHI COURTAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7574281080RecipientPhoneNum
Form And Info And MaterialsINFORMAL LETTER STATING PURPOSE AND NEED FOR REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACCESS COLLEGE FOUNDATION
7300 NEWPORT AVENUE SUITE 500NORFOLKVA23505NONEPUBLICTO PROVIDE STUDENTS, WHO MAY NOT HAVE THE OPPORTUNITY, THE PATH TO ATTEND AND COMPLETE COLLEGE$5,000
ALL SEATED IN A BARN
10112 SHELLABARGER RDBAKERSFIELDCA93312NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$2,000
AN ACHIEVABLE DREAM
5720 MARSHALL AVENUENEWPORT NEWSVA23605NONEPUBLICPROVIDE ASSISTANCE FOR EDUCATION$15,000
BACKPACK BEGINNINGS
3711 ALLIANCE DRIVEGREENSBORONC27407NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$3,250
CATALYST SPORTS
2020 HOWELL MILL ROAD NW SUITE D560ATLANTAGA30318NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$3,500
CHESAPEAKE BAY FOUNDATION
142 W YORK STREETNORFOLKVA23510NONEPUBLICTO SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM$5,000
CHRYSLER MUSEUM OF ART
1 MEMORIAL PLACENORFOLKVA23510NONEPUBLICTO SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM$1,000
EASTER SEALS
201 E MAIN STREETSALEMVA24153NONEPUBLICTO SUPPORT THE RECIPIENT'S TAX EXEMPT PROGRAM$1,000
EQUI-KIDS
1252 OCEANA BLVDVIRGINIA BEACHVA23454NONEPUBLICPROVIDE ASSISTANCE TO THERAPY FOR INDIVIDUALS WITH DISABILITIES$5,000
FOCUS POINTS FAMILY RESOURCE CENTER
2501 E 48TH AVEDENVERCO80216NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$2,500
FOODBANK OF THE ROCKIES
10700 E 45TH AVEDENVERCO80239NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$2,500
FRIENDS OF FIRST LANDING
PO BOX 9163VIRGINIA BEACHVA23450NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$500
IMPERIAL VALLEY FOOD PANTRY
329 APPLESTILL ROADEL CENTROCA92243NONEPUBLICBRINGING HEALTH AND HOPE TO THE IMPERIAL VALLEY$5,000
INVEST IN KIDS
1775 SHERMAN ST 1445DENVERCO80203NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$2,500
MONTREAT COLLEGE
310 GAITHER CIRCLE PO BOX 1267MONTREATNC28757NONEPUBLICPROVIDE ASSISTANCE FOR HIGHER EDUCATION$1,000
NORFOLK ACADEMY
1585 WESLEYAN DRIVENORFOLKVA23502NONEPRIVATEPROVIDE ASSISTANCE FOR COLLEGE PREPATORY STUDENTS$1,000
OLD DOMINION UNIVERSITY
OLD DOMINION UNIVERSITY 129 KOCHNORFOLKVA23529NONEPUBLICPROVIDE ASSISTANCE FOR HIGHER EDUCATION$1,000HALL
OPERATION SMILE
3641 FACULTY BLVDVIRGINIA BEACHVA23453NONEPUBLICPROVIDE ASSISTANCE IN PROVIDING CHILDREN ACCESS TO SAFE SURGERY$3,000
OUR SAVIOUR LUTHERAN CHURCH
4200 SHORE DRIVEVIRGINIA BEACHVA23451NONEPRIVATEPROVIDE ASSISTANCE FOR RELIGOUS FUNCTIONS$5,000
OUT OF THE GARDEN PROJECT
PO BOX 4331GREENSBORONC27404NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$3,250
PROJECT ANGEL HEART
4950 WASHINGTON STREETDENVERCO80216NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$2,500
RONALD MCDONALD HOUSE CHARITIES
ONE KROC DRIVEOAK BROOKIL60523NONEPUBLICFOR ASSISTANCE IN IMPROVING THE LIVES OF CHILDREN$4,000
SALVATION ARMY CALIFORNIA
16941 KEEGAN AVECARSONCA90746NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$2,000
SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVENUESAN DIEGOCA92121NONEPUBLICPROVIDE SOLUTIONS TO HUNGER AND CERTAIN CONSEQUENCES$3,000
SEAL FAMILY FOUNDATION
300 CARLSBAD VILLAGE DR 108ACARLSBADCA92008NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$2,000
ST BONAVENTURE INDIAN MISSION SCHOOL
PO BOX 610THOREAUNM87323NONEPRIVATETO SUPPORT THE RECIPIENT'S TAX EXEMPT PROGRAM$500
ST MARY HOME FOR DISABLED CHILDREN
6171 KEMPSVILLE CIRCLENORFOLKVA23502NONEPUBLICPROVIDE ASSISTANCE FOR DISABLED CHILDREN$5,000
UNITED WAY
2515 WALMER RDNORFOLKVA23513NONEPUBLICFOR ASSISTANCE IN IMPROVING COMMUNITIES$112,000
VANGUARD LANDING
2133 UPTON DRIVE SUITE 125VIRGINIA BEACHVA23454NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$25,000
VIRGINIA AQUARIUM FOUNDATION
717 GENERAL BOOTH BOULEVARDVIRGINIA BEACHVA23451NONEPUBLICFOR ASSISTANCE IN EDUCATION, EXIHIBITS AND OTHER NEEDS$1,000
WARRIOR FOUNDATION FREEDOM STATION
1223 1/2 28TH STREET SUITE ASAN DIEGOCA92102NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$2,000
YOUTH WITH A MISSION
PO BOX 7736 4511 GOVERNMENT RDRICHMONDVA23231NONEPUBLICTO SUPPORT RECIPIENT'S TAX EXEMPT PROGRAM$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$234,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79,057ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$257,115ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$336,172ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$336,172TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,750DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME BONDSBondNm
EOY Book Value$1,353,237EOYBookValueAmt
EOYFMV$1,371,739EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$1,863,860EOYBookValueAmt
EOYFMV$3,125,491EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemALTERNATIVE INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$97,623BookValueAmt
EOYFMV$139,457EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,639LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,389DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSE$2,220$2,220$0
REGISTRATION FEES$25$25$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK VALUE ADJUSTMENTDesc
Amt$1,471Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKER FEESCategoryTxt
Amt$14,801Amt
Net Investment Income$14,801NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$937Amt
Net Investment Income$937NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.