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OAKWOOD FOUNDATION CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OAKWOOD FOUNDATION CHARITABLE TR (EIN 64-0858879)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202243189349100739
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)
Return2022-11-14T09:33:30-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111300 CANTRELL ROAD SUITE 301AddressLine1Txt
CityLITTLE ROCKCityNm
State AbbreviationARStateAbbreviationCd
ZIP72212ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN640858879EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OAKWOOD FOUNDATION CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOAKWBusinessNameControlTxt
Phone6018403322PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4200AddressLine1Txt
CityTUPELOCityNm
State AbbreviationMSStateAbbreviationCd
ZIP38803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E MCDADEPersonNm
Person TitleFINANCIAL MANAGERPersonTitleTxt
Phone6018403322PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastMCDADEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFF HEARNEPreparerPersonNm
PTINP00514875PTIN
Phone5012275800PhoneNum
Preparation2022-11-09PreparationDt

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$13,916,638FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,350,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$257InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$257InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$982DividendsRevAndExpnssAmt
Dividends Net Invst Incm$982DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,351,239TotalRevAndExpnssAmt
Total Net Invst Incm$1,239TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,850AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,412TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,412TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$400OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$400OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,662TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,412TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,173,673ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,173,673ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,179,335TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,412TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,177,923TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,171,904ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,744,734SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,916,637SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,916,637SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$8,744,734TotalAssetsBOYAmt
Total Assets EOY$13,916,638TotalAssetsEOYAmt
Total Assets EOYFMV$13,916,638TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,250OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,250OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,250TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,250TotalLiabilitiesEOYAmt
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$8,742,484RetainedEarningBOYAmt
Retained Earning EOY$13,914,388RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,742,484TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,914,388TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,744,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,916,638TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,742,484TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,171,904ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,914,388SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,914,388TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,000OverpaymentAmt
Applied To ES Tax$1,000AppliedToESTaxAmt
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 StateMSOrgReportOrRegisterStateCd
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 BooksROBERT E MCDADE JRIndividualWithBooksNm
Phone6628403322PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4200AddressLine1Txt
CityTUPELOCityNm
State AbbreviationMSStateAbbreviationCd
ZIP38803ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN R GRISHAM
PO BOX 4200TUPELOMS38803TRUSTEE1.00$0$0$0
ELIZABETH R GRISHAM
PO BOX 4200TUPELOMS38803TRUSTEE1.00$0$0$0
ROBERT E MCDADE JR
PO BOX 4200TUPELOMS38803FINANCIAL MANAGER15.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,902,350AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,902,350TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,902,350AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88,535CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,813,815NetVlNoncharitableAssetsAmt
Minimum Investment Return$290,691MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$290,691MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$290,691DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$290,691DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$290,691DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,177,923ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,177,923QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$290,691DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,815,939ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,093,666ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,548,299ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,838,093ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,834,704ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,130,701TotalExcessDistributionCyovAmt
Qualifying Distributions$8,177,923QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$290,691AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,887,232RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$31,017,933TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,815,939ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,201,994ExcessDistriCyovToNextYrAmt
Excess From Year4$4,093,666ExcessFromYear4Amt
Excess From Year3$4,548,299ExcessFromYear3Amt
Excess From Year2$4,838,093ExcessFromYear2Amt
Excess From Year1$6,834,704ExcessFromYear1Amt
Excess From Current Year$7,887,232ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN R GRISHAMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE FOUNTAIN FUND
PO BOX 2301CHARLOTTESVILLEVA22902PUBLIC CHARITYGENERAL FUND$5,000
SHELTER FOR HELP IN EMERGENCY
1415 SACHEM PLCHARLOTTESVILLEVA22901PUBLIC CHARITYGENERAL FUND$5,000
SHARE OUR STRENGTH
1030 15TH STWASHINGTONDC20005PUBLIC CHARITYGENERAL FUND$3,000,000
SERVICE DOGS OF VIRGINIA
218 ALBEMARLE SQUARECHARLOTTESVILLEVA22901PUBLIC CHARITYGENERAL FUND$1,000
PRESIDENTIAL PRECINCT
427 PARK STREETCHARLOTTESVILLEVA22902PUBLIC CHARITYGENERAL FUND$50,000
NORTH GARDEN FIRE CO INC
4907 PLANK RDNORTH GARDENVA22959PUBLIC CHARITYGENERAL FUND$5,000
THE WILDLIFE CENTER OF VIRGINIA
1800 S DELPHINE AVEWAYNESBOROVA22980PUBLIC CHARITYGENERAL FUND$15,000
THE WOMEN'S INITIATIVE
1101 EAST HIGH STREETCHARLOTTESVILLEVA22902PUBLIC CHARITYGENERAL FUND$15,000
WORLD WILDLIFE FUND
1250 TWENTY-FOURTH STREET NW PO BOXWASHINGTONDC20090PUBLIC CHARITYGENERAL FUND$10,00097180
WASHINGTON LEGAL CLINIC FOR THE HOMELESS
1200 U ST NW 3WASHINGTONDC20009PUBLIC CHARITYGENERAL FUND$50,000
UNITED WAY
806 E HIGH STCHARLOTTESVILLEVA22902PUBLIC CHARITYGENERAL FUND$60,000
UNC CHAPEL HILL
PO BOX 309CHAPEL HILLNC275140309PUBLIC CHARITYGENERAL FUND$1,000,000
UM FOUNDATION
700 WATERFIELD RIDGE PLACEGARNERNC27529PUBLIC CHARITYGENERAL FUND$175,000
THOMAS JEFFERSON'S POPLAR FOREST
PO BOX 419FORESTVA24551PUBLIC CHARITYGENERAL FUND$5,000
THOMAS JEFFERSON FOUNDATION
PO BOX 316CHARLOTTESVILLEVA22902PUBLIC CHARITYGENERAL FUND$10,000
NATIONAL LAW CENTER ON HOMELESS
2000 M ST NW 210WASHINGTONDC20036PUBLIC CHARITYGENERAL FUND$75,000
MONTPELIER FOUNDATION
PO BOX 911ORANGEVA22960PUBLIC CHARITYGENERAL FUND$15,000
MARTHA JEFFERSON FOUNDATION
400 MARTHA JEFFERSON DR STE 100RUCKERSVILLEVA22968PUBLIC CHARITYGENERAL FUND$5,000
CAROLINA PERFORMING ARTS
114 E CAMERON AVECHAPEL HILLNC27514PUBLIC CHARITYGENERAL FUND$100,000
CAMP HOLIDAY TRAILS
400 HOLIDAY TRAILS LNCHARLOTTESVILLEVA22903PUBLIC CHARITYGENERAL FUND$5,000
BOSTON CHILDREN'S HOSPITAL
401 PARKS DR 602BOSTONMA02115PUBLIC CHARITYGENERAL FUND$1,000,000
BARNABAS CENTER
1303 JASMINE STREET SUITE 101FERNANDINA BEACHFL32034PUBLIC CHARITYGENERAL FUND$10,000
AHIP
2127 STATE RTE 1403CHARLOTTESVILLEVA22901PUBLIC CHARITYGENERAL FUND$500,000
AAEP FOUNDATION
4033 IRON WORKS PARKWAYLEXINGTONKY40511PUBLIC CHARITYGENERAL FUND$25,000
CHARLOTTESVILLE FREE CLINIC
901 PRESTON AVENUECHARLOTTESVILLEVA22903PUBLIC CHARITYGENERAL FUND$15,000
ABA FUND FOR JUSTICE AND EDUCATION
321 NORTH CLARK STREETCHICAGOIL60654PUBLIC CHARITYGENERAL FUND$132,208
CHARLOTTESVILLE-ALBEMARLE SPCA
3355 BERKMAR DRCHARLOTTESVILLEVA22901PUBLIC CHARITYGENERAL FUND$5,000
COVE PRESBYTERIAN CHURCH
5531 COVESVILLE LNCOVESVILLEVA22931PUBLIC CHARITYGENERAL FUND$60,000
INNOCENCE PROJECT
40 WORTH STREET SUITE 701NEW YORKNY10013PUBLIC CHARITYGENERAL FUND$100,000
HOPE'S LEGACY EQUINE RESCUE
5145 TAYLOR CREEKAFTONVA22920PUBLIC CHARITYGENERAL FUND$5,000
FRIENDS OF THE SMITHSONIAN
PO BOX 37012 MRC 712WASHINGTONDC20013PUBLIC CHARITYGENERAL FUND$5,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOORNEW YORKNY10001PUBLIC CHARITYGENERAL FUND$25,000
CHARLOTTESVILLE POLICE FOUNDATION
BOX 2631CHARLOTTESVILLEVA22902PUBLIC CHARITYGENERAL FUND$2,500
LEGAL AID JUSTICE CENTER
1000 PRESTON AVENUE SUITE ACHARLOTTESVILLEVA22903PUBLIC CHARITYGENERAL FUND$250,000
LOCAL FOOD HUB
205 2ND ST SWCHARLOTTESVILLEVA22903PUBLIC CHARITYGENERAL FUND$10,000
CHILDREN'S HOSPITAL
1204 W MAIN STREETCHARLOTTESVILLEVA22903PUBLIC CHARITYGENERAL FUND$500,000
COVE CREEK PARK ASSOCIATION
PO BOX 97166COVESVILLEVA22931PUBLIC CHARITYGENERAL FUND$300,000
FOXFIELD RACING LLC
2215 FOXFIELD TRACKCHARLOTTESVILLEVA29901PUBLIC CHARITYGENERAL FUND$10,000
FRIENDS IN SOLIDARITY
8737 COLESVILLE ROAD SUITE 610SILVER SPRINGMD20910PUBLIC CHARITYGENERAL FUND$23,920
FRIENDS OF THE LIBRARY
1500 GORDON AVECHARLOTTESVILLEVA22903PUBLIC CHARITYGENERAL FUND$10,000
ST ANNE'S-BELFIELD FOUNDATION
2132 IVY ROADCHARLOTTESVILLEVA99203PUBLIC CHARITYGENERAL FUND$250,000
THE IXTATAN FOUNDATION
2771 OLD LICHBURG ROADNORTH GARDENVA22959PUBLIC CHARITYGENERAL FUND$50,000
THE LEATHERBACK TRUST INC
5736 KINLOCK PLACEFORT WAYNEIN46835PUBLIC CHARITYGENERAL FUND$10,000
THE RAMS CLUB
PO BOX 2446CHAPEL HILLNC27515PUBLIC CHARITYGENERAL FUND$44,000
UNITED WAY OF OXFORD - LAFAYET
440 N LAMAR BLVD 5OXFORDMS38655PUBLIC CHARITYGENERAL FUND$10,000
VIRGINIA ATHLETIC FOUNDATION
1815 STADIUM ROADCHARLOTTESVILLEVA22903PUBLIC CHARITYGENERAL FUND$10,000
UNIVERSITY OF VIRGINIA
UNIVERSITY OF VIRGINIACHARLOTTESVILLEVA22903PUBLIC CHARITYGENERAL FUND$125,045
HIGHLAND PARK UNITED METHODIST - DISASTER RELIEF
3300 MOCKINGBIRD LNDALLASTX75205PUBLIC CHARITYGENERAL FUND$5,000
WATER MISSION - HAITI EARTHQUAKE RELIEF
PO BOX 63320CHARLOTTENC28263PUBLIC CHARITYGENERAL FUND$50,000
ORGANIZING EMPOWERMENT FUND
PO BOX 288MCFARLANDWI53558PUBLIC CHARITYGENERAL FUND$5,000
ALBEMARLE HOUSING IMPROVEMENT PROGRAM
2127 BERKMAR DRIVECHARLOTTESVILLEVA22901PUBLIC CHARITYGENERAL FUND$5,000
POETS AND WRITERS
90 BROAD STREET SUITE 2100NEW YORKNY10004PUBLIC CHARITYGENERAL FUND$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,173,673TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$257ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$982ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,239ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,239TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BELFRY HOLDINGS INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4200AddressLine1Txt
CityTUPELOCityNm
State AbbreviationMSStateAbbreviationCd
ZIP38803ZIPCd
FieldValueIRS element (for citing)
Total Contributions$13,350,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,850Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,850DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$400RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYABLE TO BELFRYDesc
BOY Book Value$2,250BOYBookValueAmt
EOY Book Value$2,250EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX DUECategoryTxt
Amt$1,412Amt
Net Investment Income$1,412NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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