DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-31
IRS object ID
202122439349100412
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-31T12:27:45-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042508450PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1INCOME TAX ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17020 CENTRAL AVEAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337071213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043368096EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONAHUE CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone7048777621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD C DONAHUEPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone7048777621PhoneNum
Signature2021-08-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARDPersonFirstNm
Person LastDONAHUEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD DONAHUE CPAPreparerPersonNm
PTINP00448234PTIN
Phone7273504612PhoneNum
Preparation2021-08-23PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$6,529,439FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$433,227ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,188InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,188InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$143,079DividendsRevAndExpnssAmt
Dividends Net Invst Incm$143,079DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,331NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,715GrossSalesPriceAmt
Total Rev And Expnss$616,825TotalRevAndExpnssAmt
Total Net Invst Incm$144,267TotalNetInvstIncmAmt
Taxes Rev And Expnss$1,142TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$378TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,886TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$5,886TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,223OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,042OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,251TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,306TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$231,691ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$231,691ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$242,942TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$241,997TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$373,883ExcessRevenueOverExpensesAmt
Net Investment Income$144,267NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$39,289CashBOYAmt
Cash EOY$129,840CashEOYAmt
Cash EOYFMV$129,840CashEOYFMVAmt
Corporate Stock BOY$1,003,344CorporateStockBOYAmt
Corporate Stock EOY$1,076,725CorporateStockEOYAmt
Corporate Stock EOYFMV$6,399,599CorporateStockEOYFMVAmt
Corporate Bonds BOY$56,988CorporateBondsBOYAmt
Other Investments BOY$4,313OtherInvestmentsBOYAmt
Total Assets BOY$1,103,934TotalAssetsBOYAmt
Total Assets EOY$1,206,565TotalAssetsEOYAmt
Total Assets EOYFMV$6,529,439TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,103,934NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,206,565NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,103,934TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,206,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,103,934TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,206,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,103,934TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$373,883ExcessRevenueOverExpensesAmt
Other Increases-$271,252OtherIncreasesAmt
Subtotal$1,206,565SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,206,565TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,005InvestmentIncomeExciseTaxAmt
Subtotal$2,005SubtotalAmt
Tax Based On Investment Income$2,005TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt
Tax Due$2,021TaxDueAmt

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
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELE DUDLEYIndividualWithBooksNm
Phone7048777621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
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
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

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT OF ALARM, AFRICAN LEADERSHIP AND RECONCILIATION MINISTRIES, WHICH PROVIDES EDUCATION, TRAINING AND COMMUNUITY TRANSFORMATION TO COUNTRIES IN EAST AFRICADescription1Txt
Expenses1$66,282Expenses1Amt
Description2SUPPORT OF THE RESEARCH EFFORTS OF THE FOUNDATION FIGHTING BLINDNESSDescription2Txt
Expenses2$35,405Expenses2Amt
Description3SUPPORT OF WOMEN'S EMPOWERMENT EFFORTS THROUGH TRAINING AND WORK READINESS PROGRAMS OF FASHION AND COMPASSIONDescription3Txt
Expenses3$16,963Expenses3Amt
Description4SUPPORT OF WOMEN OVERCOMING POVERTY AND INJUSTICE THROUGH WORK READINESS PROGRAMS AT FASHION & COMPASSIONDescription4Txt
Expenses4$15,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,722,455AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,773,201TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,773,201AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,598CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,701,603NetVlNoncharitableAssetsAmt
Minimum Investment Return$235,080MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$235,080MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,005TaxBasedOnInvestmentIncomeAmt
Total Tax$2,005TotalTaxAmt
Distributable Before Adj$233,075DistributableBeforeAdjAmt
Distributable Before Ded$233,075DistributableBeforeDedAmt
Distributable As Adjusted$233,075DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$241,997ExpensesAndContributionsAmt
Qualifying Distributions$241,997QualifyingDistributionsAmt
Adjusted Qualifying Distri$241,997AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$233,075DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$24,091ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,204ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$35,295TotalExcessDistributionCyovAmt
Qualifying Distributions$241,997QualifyingDistributionsAmt
Applied To Current Year$233,075AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,922RemainingDistriFromCorpusAmt
Total Corpus$44,217TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$44,217ExcessDistriCyovToNextYrAmt
Excess From Year3$24,091ExcessFromYear3Amt
Excess From Year2$11,204ExcessFromYear2Amt
Excess From Current Year$8,922ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHELE DUDLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Form And Info And MaterialsSTUDENT WE GRANT SCHOLARSHIP TO MUST COMPLETE AN INTERVIEW AND A SCHOLARSHIP APPLICATIONFormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MINISTRY ALLIANCE
10801 JOHNSTON ROADCHARLOTTENC28226PRAYER SUPPORT$2,400
EDUCATION EQUALS HOPE
102 ACADEMY STREETFORT MILLSC29715CASA ADALIA & BLESSING SCHOOL$5,000
ALARM
14140 MIDWAY ROADDALLASTX75244AFRICAN MINISTRY$66,282
MYERS PARK HIGH SCHOOL
2400 COLONY ROADCHARLOTTENC28209COLLEGE SCHOLARSHIP$250
FASHION COMPASSION
1717 CLEVELAND AVECHARLOTTENC28203WOMEN'S EMPOWERMENT$15,000
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO809213668CHILD SPONSORSHIP$11,000
HOPE INTERNATIONAL
227 GRANITE RUN DRIVELANCASTERPA17601MICROFINANCE$3,000SUITE 250
CAMPUS CRUSADE
100 LAKE HART DRIVEORLANDOFL32832EVANGELISM$900
UNITED WORLD MISSION
205 REGENCY EXECUTIVE PARCHARLOTTENC28217MISSIONARY SUPPORT$3,000
SCHOLARSHIPS SCHOLAR EXPENSES
3000 SOMERSET DRIVECHARLOTTENC28209COLLEGE SCHOLARSHIPS & HOUSING GRANT$16,963
BEST BUDDIES
10020 MONROE ROADMATTHEWSNC28105CHILDREN WITH DISABILITIES$507
HOSKINS PARK MINISTRIES
107 CROMER STREETCHARLOTTENC28208FAMILY CRISIS ASSISTANCE$1,000
NATL M S RESEARCH
3101 INDUSTRIAL DRIVERALEIGHNC27609MS RESEARCH$5,000
PROJECT 658
CENTRAL AVENUECHARLOTTENC28205JUSTICE INITIATIVES$1,200
SEARCH MINISTRIES
1043 E MOREHEAD STCHARLOTTENC28204MISSIONARY SUPPORT$500
S I M
14830 CHOATE CIRCLECHARLOTTENC28273INTL CHILDRENS SUPPORT$1,200
THE SALVATIONS ARMY
534 SPRATT STREETCHARLOTTENC28206FAMILY SUPPORT$1,000
OTHER CHARITABLE GIVING
3000 SOMERSET DRIVECHARLOTTENC28209SUPPORT CHRILDREN & FAMILIES$2,252
CHARLOTTE RESCUE MISSION
907 WEST 1ST STREETCHARLOTTENC28202ADDICTION RECOVERY PROGRAM$5,000
CHARLOTTE EAGLESMAI
8510 MCALPINE PARK DRIVECHARLOTTENC28211SOCCER SCHOLARSHIPS FOR AT RISK YOUT$250SUITE 109
CENTRAL CHURCH OF GOD
5301 SARDIS ROADCHARLOTTENC28270CHURCH SUPPORT$25
FOUNDATION FIGHTING BLINDNESS
7168 COLUMBIA GATEWAY DRCOLUMBIAMD21046EYE DISEASE RESEARCH$35,405SUITE 100
THE GATHERING
6125 PALUXY DRIVETYLERTX75703PHILANTHROPY EDUCATION$600
WOMEN'S IMPACT FUND
2525 DISTRIBUTION STCHARLOTTENC28203COLLECTIVE GIVING$1,300
INTERVARSITY
635 SCIENCE DRMADISONWI53711CAMPUS DISCIPLESHIP$1,200
4 ROOTS FARM
1918 W PRINCETON ASTORLANDOFL32804SUSTAINABLE FARM AND FOOD INSECURITY$5,198
A BREEZE OF HOPE
PO BOX 148ESSINGTONPA19029ANTI-TRAFFICKING IN BOLIVIA$5,000
BE THE BRIDGE
1151 HAMMOND DRIVEATLANTAGA30346RACIAL RECONCILIATION$1,070SUITE 240
CHRIST EPISCOPAL CHURCH
1412 PROVIDENCE ROADCHARLOTTENC28207CHURCH PROGRAM SUPPORT$500
EARTH ENABLE-RWANDA
11 CANDLEBERRY LANEWESTONMA02493FLOORING SOLUTION$1,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104RACIAL RECONCILIATION$500
FAITH ACTION
705 N GREENE STGREENSBORONC27401IMMIGRANT REFUGEE SUPPORT$529
FOR HIS CHILDREN
PO BOX 209MILLPORTNY14864HOME FOR SPECIAL NEEDS CHILDREN IN E$5,000
GLOBAL GIVING
1 THOMAS CIRCLE NWWASHINGTONDC20005BIENVENIDA HOME IN DR$1,050SUITE 800
HANDS FOR HOLLY
PO BOX 49202CHARLOTTENC28277CANCER SUPPORT FOR CHILDREN$819
HANNAH'S ORPHAN HOME
ADDIS ABABAETHIOPIANC28209ORPHAN CHILDREN SUPPORT$5,000
HEALING HANDS OF JOY
1717 CLEVELAND AVECHARLOTTENC28203HELPING WOMEN WITH FISTUAL$3,000
INTERPRETING FREEDOM FDN
7208 EMDEN CTCHARLOTTENC28213SUPPORT OF AFGHAN INTERPRETERS$500
JOHN CROSLAND SCHOOL
5146 PARKWAY PLAZA BLVDCHARLOTTENC28217SCHOOL FOR SPECIAL NEEDS KIDS$730
HER FUTURE COALITION
PO BOX 3403SAINT AUGUSTINEFL32085TRAFFICKING VICTIM EDUCATION$1,000
METROLINA ASSN OF THE BLIND
704 LOUISE AVECHARLOTTENC28204SERVICES FOR VISUALLY IMPAIRED$2,500
SHRINER'S HOSPITAL
2900 ROCKY POINT DRIVETAMPAFL33607CHILDREN'S HOSPITAL$2,000
SILENT IMAGES
PO BOX 667MATTHEWSNC28105NON-PROFIT VIDEO PRODUCER$1,000
THRIVE GLOBAL
5162 LINCREST DRIVECHARLOTTENC28211EDUCATION SUPPORT$5,115
THE ECHO FOUNDATION
1125 EAST MOREHEAD STCHARLOTTENC28204EDUCATION$909
THE BULB
2401-A DISTRIBUTION STCHARLOTTENC28203FOOD SECURITY$500
VERITAS FORUM
PO BOX 380807CAMBRIDGEMA02238EDUCATIONAL PROGRAMS$5,000
WHOLEHEARTED WOMEN
6820 CLARK AVENUEPENNSAUKENNJ08110TRAUMA HEALING FOR WOMEN$2,537
THE TRUTH COLLECTIVE
PO BOX 165FORT MILLSC29716HELP FOR MUSLIM WOMEN$500
UNADILLA
140 COUNTY HWY 18CW EDMESTONNY13485NONPROFIT FARM$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$231,691TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$1,188ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$143,079ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,331RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$144,267ExclusionAmt
Related Or Exempt Function Incm$39,331RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$183,598TotalIncomeProducingActyAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm
Short ExplanationNONEShortExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmtBasisBasisAmt
TESLA2020-11PURCHASE2020-11$411$411
BYD2013-06PURCHASE2020-09$6,656$4,980$1,676
G WILLIE2014-09PURCHASE2020-09$4,683$2,915$1,768
PAYPAL2017-05PURCHASE2020-09$9,122$6,674$2,448
BRKB2006-06PURCHASE2020-02$24,220$15,219$9,001
TPL1995-10PURCHASE2020-09$11,623$9,132$2,491

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTESLABondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
G WILLI FOOD$3,536$10,705
ALIBABA GROUP$57,173$174,548
BYD$27,747$144,136
BANK OF AMERICA$31,500$22,733
BERKSHIRE HATHAWAY$268,547$982,700
IMAX$4,276$13,515
MARKEL$52,086$103,330
TPL$460,546$4,289,300
OROCOBRE LTD NV$22,553$17,229
G E$57,505$21,600
PAYPAL$34,268$163,940
TESLA$56,988$455,863

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHERCategoryOrItemTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
PROFESSIONAL DEVELOPMENT$127$127
OFFICE SUPPLIES$129$129
OFFICE EXPENSE$1,869$1,669
EVENTS$222$222
POSTAGE$51$51
DUES & SUBSCRIPTIONS$290$290
BANK CHARGES$529$528
COMPUTER RELATED$373$373
MEALS$161$181
INVESTMENT EXPENSES$20$20
PAYPAL FEES$202$202
VOLUNTEER EXPENSES$40$40
CONTRACT LABOR$210$210

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAIN ADJUSTMENTDesc
Amt-$271,252Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US TREASURY$759
FOREIGN TAXES$5
FEES AND LICENSES$378$378

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