FURP.ORG / PUBLIC DATA EXPLORER

HJC FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HJC FAMILY FOUNDATION (EIN 51-6525690)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-12-23
IRS object ID
202113579349100701
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-12-23T07:34:57-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'DONNELL AND COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1216 W MAIN STAddressLine1Txt
CityELKTONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21921ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN516525690EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HJC FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHJCFBusinessNameControlTxt
Phone3022903093PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1156 HONEY LOCUSTAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23238ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD E COSGROVEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3022903093PhoneNum
Signature2021-12-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOWARDPersonFirstNm
Person LastCOSGROVEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJudy WahlgrenPreparerPersonNm
PTINP01209915PTIN
Phone4103987427PhoneNum
Preparation2021-12-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$707,640FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,295DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,295DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$1,128CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$11,299TotalRevAndExpnssAmt
Total Net Invst Incm$12,427TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$720AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$720AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,553OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,553OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,273TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,273TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,175ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,175ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,448TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,273TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,149ExcessRevenueOverExpensesAmt
Net Investment Income$7,154NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,788CashBOYAmt
Cash EOY$3,729CashEOYAmt
Cash EOYFMV$3,729CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$606,092CorporateStockBOYAmt
Corporate Stock EOY$587,234CorporateStockEOYAmt
Corporate Stock EOYFMV$703,911CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$626,880TotalAssetsBOYAmt
Total Assets EOY$590,963TotalAssetsEOYAmt
Total Assets EOYFMV$707,640TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$626,880RetainedEarningBOYAmt
Retained Earning EOY$590,963RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$626,880TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$590,963TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$626,880TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$590,963TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$626,880TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,149ExcessRevenueOverExpensesAmt
Subtotal$602,731SubtotalAmt
Other Decreases$11,768OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$590,963TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$173,411GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$172,283CostOrOtherBasisAmt
Gain Or Loss$1,128GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$1,128GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,128CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$99InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$99SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$99TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHOWARD E COSGROVEIndividualWithBooksNm
Phone3022903093PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1156 HONEY LOCUSTAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23238ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HOWARD E COSGROVE
156 HONEY LOCUSTRICHMONDVA23238CO-TRUSTEE0.00$0$0$0
JOYCE COSGROVE
156 HONEY LOCUSTRICHMONDVA23238CO-TRUSTEE0.00$0$0$0
PAMELA C ROBERTS
8701 BUTTERFIELD AVERICHMONDVA23229CO-TRUSTEE0.00$0$0$0
SUSAN C STONE
4 BUCK BRANCH DRRICHMONDVA23229CO-TRUSTEE0.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$629,324AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,203AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$636,527TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$636,527AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,548CashDeemedCharitableAmt
Net Vl Noncharitable Assets$626,979NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,349MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,349MinimumInvestmentReturnAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Total Tax$99TotalTaxAmt
Distributable Before Adj$31,250DistributableBeforeAdjAmt
Distributable Before Ded$31,250DistributableBeforeDedAmt
Distributable As Adjusted$31,250DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,175ExpensesAndContributionsAmt
Qualifying Distributions$30,175QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$30,175AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,250DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$30,175QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,175AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,075UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHOWARD E COSGROVEContributingManagerNm
Contributing ManagerJOYCE COSGROVEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SUSTAINABLE PRESERVATIO
98 BATTERY STSAN FRANCISCOCA94111501C3OPERATIONAL SUPPORT$5,000
VIRGINIA MUSEUM OF FINE ARTS
200 N ARTHUR ASHE BLVDRICHMONDVA23220501C3OPERATIONAL SUPPORT$4,000
HAGLEY MUSEUM
200 HAGLEY CREEK RDWILMINGTONDE19807501C3OPERATIONAL SUPPORT$2,000
TUCKAHOE RESCUE SQUAD
1101 HORSEPEN RDRICHMONDVA23229501C3OPERATIONAL SUPPORT$150
UNIVERSITY OF VIRGINIA
1827 UNIVERSITY AVECHARLOTTESVILLEVA22903501C3OPERATIONAL SUPPORT$4,150
MANAKIN FIRE CO
180 RIVER RDMANAKINVA23103501C3OPERATIONAL SUPPORT$100
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403501C3OPERATIONAL SUPPORT$10,000
FOCUS
5804 GROVE RDRICHMONDVA23226501C3OPERATIONAL SUPPORT$3,000
LEUKEMIA SOCIETY
5540 FALMOUTH STRICHMONDVA23230501C3OPERATIONAL SUPPORT$100
GOOCHLAND CARES
2999 RIVER RDGOOCHLANDVA23063501C3OPERATIONAL SUPPORT$700
SAINT ROSE OF LIMA
2114 BAY AVEHAMPTONVA23661501C3OPERATIONAL SUPPORT$250
WATER MISSION
1001 HAXELL POINTRICHMONDVA23219501C3OPERATIONAL SUPPORT$500
ST JUDE CHILDREN RESIDENCE
9000 STONEY POINT PRKWAYRICHMONDVA23235501C3OPERATIONAL SUPPORT$25
FREEHOLD EDUCATION FOUNDATION
384 W MAIN STFREEHOLDNJ07728501C3OPERATIONAL SUPPORT$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,175TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,295ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,128ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,427ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,427TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementDONATIONSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryO'DONNELL & CO TAX PREPARATIONCategoryTxt
Amt$720Amt
Net Investment Income$720NetInvestmentIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHERDesc
Amt$11,768Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryRAYMOND JAMES INVESTOR FEESCategoryTxt
Amt$4,553Amt
Net Investment Income$4,553NetInvestmentIncomeAmt