EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349104710
- Schema version
- 2021v4.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- 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 | 2022-11-15T13:29:17-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043715878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLACE BUSINESS ADVISORY SERVICES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1415 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 230611415 | 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 | 521205904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDGE HILL HOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDGE | BusinessNameControlTxt |
| Phone | 8048151066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1562 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8048151066 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL B BIONDOLILLO CPA | PreparerPersonNm |
| PTIN | P00423228 | PTIN |
| Phone | 8046930605 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $557,635 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $980 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $980 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $980 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,172 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,172 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $232,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,744 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,955 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $61,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,896 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,107 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,505 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,505 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $405 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,059 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $11,024 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,826 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,888 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,888 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,714 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,355 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,107 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,542 | CashBOYAmt |
| Cash EOY | $9,215 | CashEOYAmt |
| Cash EOYFMV | $9,215 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,645 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,612 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,035 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $207,939 | CorporateStockBOYAmt |
| Corporate Stock EOY | $164,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $381,763 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $78,979 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $142,062 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $141,892 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $73,904 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,673 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $58,447 | LandBOYAmt |
| Land EOY | $58,231 | LandEOYAmt |
| Other Assets EOY | $153 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $153 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $372,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $399,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $557,635 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $372,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | $399,005 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $372,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $399,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $372,587 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $399,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $372,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $399,005 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $399,005 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (73 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WALT DISNEY-11 SHARES | P | 2020-09-09 | 2021-03-10 | $2,162 | $1,471 | $691 | $691 |
| HONEYWELL- 6 SHARES | P | 2021-03-25 | $1,261 | $985 | $276 | $276 | |
| AON PLC- 5 SHARES | P | 2021-03-18 | 2021-07-28 | $1,300 | $1,129 | $171 | $171 |
| BERKSHIRE HATHAWAY-5 SHARES | P | 2003-06-23 | 2021-07-08 | $1,380 | $249 | $1,131 | $1,131 |
| NIKE INC-12 SHARES | P | 2017-05-17 | 2021-07-28 | $1,976 | $631 | $1,345 | $1,345 |
| ILLUMINIA INC-5 SHARES | P | 2020-09-02 | 2021-02-03 | $2,150 | $1,797 | $353 | $353 |
| J P MORGAN-10 SHARES | P | 2021-03-24 | $1,517 | $795 | $722 | $722 | |
| AIR PRODS-5 SHARES | P | 2020-12-16 | 2021-07-08 | $1,424 | $1,347 | $77 | $77 |
| BLACKROCK INC BOND | P | 2015-07-23 | 2021-12-06 | $5,287 | $5,025 | $262 | $262 |
| NIKE INC-33 SHARES | P | 2017-05-17 | 2021-09-22 | $5,175 | $1,735 | $3,440 | $3,440 |
| ISHS BIOTECH-32 SHARES | P | 2021-03-31 | $4,779 | $4,465 | $314 | $314 | |
| JOHNSON & JOHNSON-7 SHARES | P | 2021-03-25 | $1,126 | $578 | $548 | $548 | |
| ALIBABA GROUP-22 SHARES | P | 2021-01-06 | 2021-06-23 | $4,708 | $5,199 | -$491 | -$491 |
| BROOKFIELD -19 SHARES | P | 2012-04-18 | 2021-07-08 | $941 | $268 | $673 | $673 |
| SCHWAB CHARLES-61 SHARES | P | 2019-07-10 | 2021-07-07 | $4,265 | $2,439 | $1,826 | $1,826 |
| SONY GROUP -10 SHARES | P | 2020-08-12 | 2021-03-25 | $1,024 | $806 | $218 | $218 |
| LIBERTY BROADBAND- 22 SHARES | P | 2021-03-17 | $3,420 | $1,494 | $1,926 | $1,926 | |
| BROOKFIELD ASSET-6 SHARES | P | 2020-10-07 | 2021-07-08 | $297 | $209 | $88 | $88 |
| BROOKFIELD-12.5 SHARES | P | 2011-03-23 | 2021-08-11 | $717 | $175 | $542 | $542 |
| SCHWAB CHARLES-48 SHARES | P | 2020-06-03 | 2021-07-07 | $3,356 | $1,852 | $1,504 | $1,504 |
| T MOBILE -10 SHARES | P | 2021-03-25 | $1,229 | $1,006 | $223 | $223 | |
| LIBERTY BROADBAND-34 SHARES | P | 2021-03-31 | $5,157 | $1,577 | $3,580 | $3,580 | |
| FACEBOOK-3 SHARES | P | 2021-02-08 | 2021-07-08 | $1,030 | $803 | $227 | $227 |
| BROOKFIELD-21.5 SHARES | P | 2012-04-18 | 2021-08-11 | $1,232 | $303 | $929 | $929 |
| SHERWIN WILLIAMS-11 SHARES | P | 2017-08-30 | 2021-07-21 | $3,087 | $1,235 | $1,852 | $1,852 |
| MEDTRONIC- 10 SHARES | P | 2020-06-17 | 2021-03-25 | $1,155 | $960 | $195 | $195 |
| MARTIN MARIETTA-4 SHARES | P | 2017-11-13 | 2021-03-25 | $1,275 | $850 | $425 | $425 |
| FLEETCOR TECHNOLOGIES- 20 SHARES | P | 2020-10-22 | 2021-09-24 | $5,322 | $5,012 | $310 | $310 |
| CARMAX - 9 SHARES | P | 2010-06-16 | 2021-07-08 | $1,187 | $194 | $993 | $993 |
| SHERWIN WILLIAMS-5 SHARES | P | 2017-08-30 | 2021-12-08 | $1,704 | $562 | $1,142 | $1,142 |
| ADOBE- 3 SHARES | P | 2016-03-02 | 2021-03-25 | $1,352 | $264 | $1,088 | $1,088 |
| NESTLE - 50 SHARES | P | 2011-09-14 | 2021-02-05 | $5,563 | $2,795 | $2,768 | $2,768 |
| FLEETCOR TECHNOLOGIES-7 SHARES | P | 2020-12-24 | 2021-09-24 | $1,863 | $1,897 | -$34 | -$34 |
| DANAHER CORP-5 SHARES | P | 2005-05-11 | 2021-06-02 | $1,223 | $99 | $1,124 | $1,124 |
| SMUCKER- 5 SHARES | P | 2016-02-17 | 2021-07-12 | $5,041 | $5,010 | $31 | $31 |
| ALPHABET INC-1 SHARE | P | 2009-04-08 | 2021-03-25 | $2,040 | $182 | $1,858 | $1,858 |
| PEPSICO-40 SHARES | P | 2021-01-27 | $5,611 | $2,548 | $3,063 | $3,063 | |
| MERCADOLIBRE - 1 SHARE | P | 2021-03-10 | 2021-07-08 | $1,503 | $1,506 | -$3 | -$3 |
| DANAHER CORP-5 SHARES | P | 2005-05-11 | 2021-07-08 | $1,374 | $99 | $1,275 | $1,275 |
| US TREASURY BOND | P | 2018-10-11 | 2021-05-17 | $5,000 | $5,000 | ||
| AMERICAN TOWER-5 SHARES | P | 2009-06-17 | 2021-03-25 | $1,131 | $147 | $984 | $984 |
| SCHWAB CHARLES-34 SHARES | P | 2019-07-10 | 2021-03-17 | $2,234 | $1,359 | $875 | $875 |
| MICROSOFT- 4 SHARES | P | 2021-02-10 | 2021-07-08 | $1,104 | $982 | $122 | $122 |
| HOME DEPOT-5 SHARES | P | 2018-03-28 | 2021-07-08 | $1,579 | $881 | $698 | $698 |
| U S TREASURY BOND | P | 2019-01-24 | 2021-09-14 | $5,405 | $5,027 | $378 | $378 |
| APPLE-19 SHARES | P | 2006-09-14 | 2021-03-25 | $2,283 | $50 | $2,233 | $2,233 |
| SHERWIN WILLIAMS-2 SHARES | P | 2018-02-21 | 2021-03-25 | $1,447 | $803 | $644 | $644 |
| UBER TECHNOLOGIES-88 SHARES | P | 2020-10-21 | 2021-06-16 | $4,334 | $3,097 | $1,237 | $1,237 |
| I SHARES-75 SHARES | P | 2020-02-27 | 2021-09-16 | $9,825 | $9,694 | $131 | $131 |
| VANGUARD BD INDEX-200 SHARES | P | 2020-07-31 | 2021-08-24 | $16,433 | $16,658 | -$225 | -$225 |
| BECTON DICKINSON-23 SHARES | P | 2021-01-06 | $5,824 | $4,968 | $856 | $856 | |
| T MOBILE -10 SHARES | P | 2021-05-05 | $1,332 | $840 | $492 | $492 | |
| VERTEX PHARMACEUTICA-15 SHARES | P | 2020-12-23 | 2021-05-26 | $3,105 | $3,552 | -$447 | -$447 |
| I SHARES-49 SHARES | P | 2014-03-06 | 2021-09-14 | $2,488 | $2,484 | $4 | $4 |
| VANGUARD SCOTTSDALE-200 SHARES | P | 2020-07-31 | 2021-08-24 | $16,516 | $16,618 | -$102 | -$102 |
| BERKSHIRE HATHAWAY-16 SHARES | P | 2021-02-10 | $3,851 | $2,080 | $1,771 | $1,771 | |
| ACCENTURE - 4 SHARES | P | 2008-09-10 | 2021-03-25 | $1,067 | $154 | $913 | $913 |
| AON-9 SHARES | P | 2020-05-27 | 2021-07-28 | $2,341 | $1,781 | $560 | $560 |
| I SHARES-150 SHARES | P | 2017-06-26 | 2021-09-14 | $7,617 | $7,633 | -$16 | -$16 |
| VANGUARD SCOTTSDALE-45 SHARES | P | 2017-07-14 | 2021-09-15 | $4,303 | $3,947 | $356 | $356 |
| BROADCOM-3 SHARES | P | 2018-01-24 | 2021-03-25 | $1,359 | $784 | $575 | $575 |
| BROOKFIELD 2.027 SHARES | P | 2021-06-30 | 2021-07-01 | $107 | $105 | $2 | $2 |
| ADOBE-2 SHARES | P | 2016-03-02 | 2021-07-08 | $1,203 | $176 | $1,027 | $1,027 |
| J P MORGAN-7 SHARES | P | 2007-09-26 | 2021-07-08 | $1,054 | $323 | $731 | $731 |
| VANGUARD SCOTTSDALE-115 SHARES | P | 2017-10-31 | 2021-09-15 | $10,996 | $10,120 | $876 | $876 |
| DANAHER CORP-5 SHARES | P | 2005-05-11 | 2021-03-25 | $1,089 | $99 | $990 | $990 |
| BOARDWALK PIPELINES BOND | P | 2021-09-30 | 2021-12-07 | $5,474 | $5,610 | -$136 | -$136 |
| AMERICAN TOWER-9 SHARES | P | 2009-06-17 | 2021-09-15 | $2,664 | $265 | $2,399 | $2,399 |
| MICROSOFT-1 SHARE | P | 2020-03-18 | 2021-07-08 | $276 | $139 | $137 | $137 |
| WALT DISNEY-1 SHARE | P | 2019-03-06 | 2021-03-10 | $197 | $115 | $82 | $82 |
| FISERV INC BOND | P | 2021-08-31 | 2021-12-08 | $5,255 | $5,417 | -$162 | -$162 |
| APPLE BOND | P | 2016-02-08 | 2021-06-10 | $5,480 | $5,062 | $418 | $418 |
| MOODYS CORP-4 SHARES | P | 2020-03-25 | 2021-07-08 | $1,486 | $831 | $655 | $655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,744 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,955 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $756 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $756 | SubtotalAmt |
| Tax Based On Investment Income | $756 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $762 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | Yes (true) | 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 | WILLIAM D WEAVERJR | IndividualWithBooksNm |
| Phone | 8048151066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6929 MOTLEY LANDING DR | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | 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 (11 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM D WEAVERJR | |||||||||
| 6929 MOTLEY LANDING DR | GLOUCESTER | VA | 23061 | TREASURER | 2.00 | $0 | $0 | $0 | |
| DAVID BROWN | |||||||||
| P O BOX 157 | WHITE MARSH | VA | 23183 | PRESIDENT | 2.00 | $0 | $0 | $0 | |
| MRS WILLIAM D WEAVER JR | |||||||||
| 6929 MOTLEY LANDING DR | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| F BRECKENRIDGE MONTAGUE | |||||||||
| PO BOX 695 | GLOUCESTER | VA | 23061 | VP | 1.00 | $0 | $0 | $0 | |
| KENNETH GIBSON | |||||||||
| P O BOX 2346 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| RICKY WIATT | |||||||||
| P O BOX 651 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| ELLA WATKINS | |||||||||
| 4476 HERMITAGE LN | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| DAVID EVANS | |||||||||
| 7991 WATERSEDGE LANE | GLOUCESTER POINT | VA | 23062 | SECRETARY | 1.00 | $0 | $0 | $0 | P O BOX 428 |
| KAY VAN DYKE | |||||||||
| 7245 HOPKINS CIRCLE | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| MARY ANN HOGGE | |||||||||
| 1619 T C WALKER RD | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| BILL ANDERSON | |||||||||
| 3585 MISS MINNIES LANE | HAYES | VA | 23072 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTINUED PRESERVATION OF THE HISTORICAL STRUCTURE AND GROUNDS OF EDGE HILL HOUSE FOR THE BENEFIT OF THE GENERAL PUBLIC. | Description1Txt |
| Expenses1 | $24,714 | Expenses1Amt |
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 | $527,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $529,620 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $529,620 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,944 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $521,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,714 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,714 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $24,714 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $24,714 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,714 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-02-06 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,107 | CurrentYearAmt |
| Year1 | $6,716 | Year1Amt |
| Year2 | $7,845 | Year2Amt |
| Year3 | $8,346 | Year3Amt |
| Total | $31,014 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,891 | CurrentYearAmt |
| Year1 | $5,709 | Year1Amt |
| Year2 | $6,668 | Year2Amt |
| Year3 | $7,094 | Year3Amt |
| Total | $26,362 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,714 | CurrentYearAmt |
| Year1 | $11,152 | Year1Amt |
| Year2 | $42,421 | Year2Amt |
| Year3 | $36,710 | Year3Amt |
| Total | $114,997 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,714 | CurrentYearAmt |
| Year1 | $11,152 | Year1Amt |
| Year2 | $42,421 | Year2Amt |
| Year3 | $36,710 | Year3Amt |
| Total | $114,997 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,389 | CurrentYearAmt |
| Year1 | $15,320 | Year1Amt |
| Year2 | $14,777 | Year2Amt |
| Year3 | $15,252 | Year3Amt |
| Total | $62,738 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GLOUCESTER WOMAN'S CLUB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1562 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UTILITIES TO MAINTAIN BLDG | GrantOrContributionPurposeTxt |
| Amt | $13,888 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,888 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $980 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,744 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,896 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FILE CABINET | 2006-09-25 | $325 | $325 | 200DB | 7.0000 | |
| 5 FOLDING CHAIRS | 2006-10-31 | $462 | $462 | 200DB | 7.0000 | |
| CHAIR LIFT | 2015-07-21 | $9,730 | $9,079 | 200DB | 7.0000 | $434 |
| HIGHWAY MAKER | 2015-12-22 | $1,745 | $1,256 | 150DB | 15.0000 | $51 |
| BATHROOM PROJECT | 2019-05-01 | $59,799 | $2,492 | S/L | 39.0000 | $1,533 |
| GUTTERS | 2021-02-19 | $1,843 | S/L | 39.0000 | $41 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 APPLE INC-SOLD | ||
| 5000 APPLIED MATERIALS | $5,007 | $5,402 |
| 5000 BLACKROCK INC-SOLD | ||
| 5000 SMUCKER JM CO-SOLD | ||
| 5000 CVS HEALTH CORP | $5,084 | $5,283 |
| 5000 WALT DISNEY | $5,410 | $5,320 |
| 5000 COMCAST | $5,473 | $5,371 |
| 5000 WAL-MART | $5,014 | $4,947 |
| 90SH VANGUARD SCOTTSDALE BD FD | $7,425 | $7,313 |
| 145SH SCHWAB ST U S TREASURY ETF | $7,440 | $7,373 |
| 5000 PAYPAL HLDGS | $5,234 | $5,176 |
| 5000 DEERE JOHN | $5,235 | $5,171 |
| 5000 AT & T | $5,011 | $4,978 |
| 5000 CITIGROUP | $5,383 | $5,313 |
| 5000 CHEVRON | $5,109 | $5,045 |
| 5000 AMGEN | $5,110 | $5,121 |
| 5000 AMAZON | $4,998 | $4,954 |
| 5000 SHERWIN WILLIAMS | $5,511 | $5,413 |
| 130SH SCHWAB STRATEGIC US TREASURY | $7,394 | $7,298 |
| 5000 MPLX | $5,561 | $5,474 |
| 5000 HALLIBURTON | $5,472 | $5,377 |
| 5000 GENERAL MOTORS | $5,006 | $4,922 |
| 257SH ISHARES TR INTER GOVT BD FUND | $28,784 | $29,234 |
| 146 SH ISHARES TR FLTG RATE-SOLD 199 | $7,401 | $7,407 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4SH AMAZON.COM-1 ADDED | $3,649 | $13,337 |
| 64SH CARMAX INC-73 BEG | $1,380 | $8,335 |
| 50 SH NESTLE S A SPNSD ADR -SOLD | ||
| 40SH PEPSICO INC-SOLD | ||
| 28SH BERKSHIRE HATHAWAY INC-SOLD 21 | $1,397 | $8,372 |
| 235SH BROOKFIELD ASSET MGMT-SOLD 59 | $2,151 | $14,189 |
| 43SH JP MORGAN CHASE-SOLD 17 | $1,766 | $6,809 |
| 8SH MARKEL CORP | $1,616 | $9,872 |
| 43SH JOHNSON & JOHNSON-SOLD 7 | $2,420 | $7,356 |
| 42SH DANAHER CORP-SOLD 15 | $830 | $13,818 |
| 35SH ACCENTURE PLC IRELAND SOLD 4 | $1,349 | $14,509 |
| 81SH APPLE INC-SOLD 19 | $215 | $14,383 |
| 3SH ALPHABET INC CL C- SOLD 1 | $509 | $8,681 |
| 4SH ALPHABET INC CL A | $694 | $11,588 |
| 46SH VISA INC CLASS A | $876 | $9,969 |
| 56SH LIBERTY BROADBAND-SOLD | ||
| 35SH AMERICAN TOWER CORP -SOLD 14 | $1,029 | $10,237 |
| 29SH UNION PACIFIC CORP | $2,733 | $7,306 |
| 21SH ADOBE SYSTEMS INC.-SOLD 5 | $1,848 | $11,908 |
| 28SHMASTERCARD INC | $2,863 | $10,061 |
| 19SH MARTIN MARIETTA MAT-SOLD 4 | $3,932 | $8,370 |
| 45SH NIKE INC CL B- SOLD | ||
| 160SH VANGUARD INTERMEDIATE TERM-SOL | ||
| 14SH SHERWIN WILLIAMS CO- | $2,246 | $7,043 |
| 13SH HOME DEPOT-SOLD 5 | $2,290 | $5,395 |
| 23SH BECTON DICKINSON-SOLD | ||
| 32SH HONEYWELL INTL INC-SOLD 6 | $4,413 | $6,672 |
| 12SH BROADCOM INC-SOLD 3 | $3,137 | $7,985 |
| 55SH MICROSOFT CORP-SOLD 1 | $6,270 | $18,498 |
| 60 T-MOBILE US-SOLD 20 | $4,992 | $6,959 |
| 36 WALT DISNEY-SOLD 12 | $4,081 | $5,576 |
| 128 SHTJX COS INC NEW- HAD 96 | $7,499 | $9,718 |
| 143 SCHWAB CHARLES CORP-SOLD | ||
| 27 AIR PRODUCTS & CHEMICALS-SOLD 5 | $5,068 | $8,215 |
| ROUNDING | ||
| 3SH MERCADOLIBRE INC | $3,654 | $4,045 |
| 73SH SONY-HAD 61 | $6,466 | $9,227 |
| 30SH AON-SOLD 9 | $4,127 | $6,312 |
| 19SH MOODYS CORP-SOLD 4 | $3,115 | $5,859 |
| 27 FLEETCOR TECHNOLOGIES-SOLD | ||
| 59SH BALL CORP | $4,739 | $5,680 |
| 88SH UBER TECH | ||
| 15SH VERTEX PHARM | ||
| 48SH MEDTRONIC-SOLD 10 | $3,646 | $3,931 |
| 11 ILLUMINA INC SOLD 5 | $3,443 | $4,185 |
| 53SH ABBOTT LAB | $4,124 | $7,459 |
| 176SH DISH NETWORK HAD 146 | $6,195 | $5,709 |
| 200 VANGUARD SHORT TERM BD-SOLD | ||
| 200 VANGUARD SHORT TERM BD-SOLD | ||
| 45SH ADVANCED MICRO DEVICES | $3,681 | $6,475 |
| 8 SH AIR PRODUCTS | $2,028 | $2,434 |
| 2SH BOOKING HLDGS | $4,460 | $4,798 |
| 24SH CONSTELLATION BRANDS | $5,139 | $6,023 |
| 9SH DISNEY WALT | $1,325 | $1,394 |
| 44SH ELECTRONIC ARTS | $5,571 | $5,804 |
| 5 SH HONEYWELL | $1,154 | $1,042 |
| 9SH JOHNSON & JOHNSON | $1,533 | $1,540 |
| 3SH MASTERCARD | $1,047 | $1,078 |
| 17SH META PLATFORMS | $4,552 | $5,718 |
| 11SH SERVICENOW | $5,691 | $7,140 |
| 10SH T-MOBILE | $1,170 | $1,160 |
| 26SH TJX | $1,759 | $1,974 |
| 14SH UNITEDHEALTH | $5,234 | $7,030 |
| 14SH BALL CORP | $1,184 | $1,348 |
| 1SH MARKEL CORP | $1,221 | $1,234 |
| 44SH PIONEER NAT RES | $7,221 | $8,003 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDING AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $73,904 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,673 | AccumulatedDepreciationAmt |
| Book Value | $58,231 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVED IN JANUARY 22 | Desc |
| EOY Book Value | $153 | EOYBookValueAmt |
| EOYFMV | $153 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES | $171 | ||
| INSURANCE | $2,874 | $2,874 | |
| REPAIRS TO THE BUILDING | $5,128 | $5,128 | |
| SECURITY | $1,416 | $1,416 | |
| WEBSITE | $25 | ||
| LANDSCAPING & LAWNCARE | $1,408 | $1,408 | |
| FEES | $2 | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $6,505 | Amt |
| Net Investment Income | $6,505 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H | $34 | $34 |
| TAX | $346 | |
| FRANCHISE & REGISTRATION | $25 |
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