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KATHERINE W MONROE & DOUGLAS D MONROE JR FAMILY CHARITABLE FOUNDA: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KATHERINE W MONROE & DOUGLAS D MONROE JR FAMILY CHARITABLE FOUNDA (EIN 47-7254611)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-14
IRS object ID
202122879349101527
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)
Return2021-10-14T18:27:07-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450956242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MITCHELL CPAS & ADVISORS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16510 MAIN STREETAddressLine1Txt
CityGloucesterCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23061ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN477254611EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHERINE W MONROE & DOUGLAS D MONROE JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 518AddressLine1Txt
CityIRVINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP224800518ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS D MONROE JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8044386737PhoneNum
Signature2021-09-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOUGLASPersonFirstNm
Person LastMONROEPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL W KENTPreparerPersonNm
PTINP01234049PTIN
Phone8046932040PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$793,404FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$130,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$22,403DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,403DividendsNetInvstIncmAmt
Dividends Adj Net Incm$22,403DividendsAdjNetIncmAmt
Total Rev And Expnss$152,403TotalRevAndExpnssAmt
Total Net Invst Incm$22,403TotalNetInvstIncmAmt
Total Adj Net Incm$22,403TotalAdjNetIncmAmt
Taxes Rev And Expnss$387TaxesRevAndExpnssAmt
Taxes Net Invst Incm$387TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$387TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$387TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$143,177ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$143,177ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$143,564TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$387TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$143,177TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,839ExcessRevenueOverExpensesAmt
Net Investment Income$22,016NetInvestmentIncomeAmt
Adjusted Net Income$22,403AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,336CashBOYAmt
Cash EOY$3,236CashEOYAmt
Cash EOYFMV$3,236CashEOYFMVAmt
Corporate Stock BOY$891,154CorporateStockBOYAmt
Corporate Stock EOY$903,093CorporateStockEOYAmt
Corporate Stock EOYFMV$790,168CorporateStockEOYFMVAmt
Total Assets BOY$897,490TotalAssetsBOYAmt
Total Assets EOY$906,329TotalAssetsEOYAmt
Total Assets EOYFMV$793,404TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$897,490AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$906,329AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$897,490TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$906,329TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$897,490TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$906,329TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$897,490TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,839ExcessRevenueOverExpensesAmt
Subtotal$906,329SubtotalAmt
Tot Net Ast Or Fund Balances EOY$906,329TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$306InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$306SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Tax Due$306TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
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
Individual With BooksMITCHELL CPAS ADVISORS PCIndividualWithBooksNm
Phone8046932040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16510 MAIN STREETAddressLine1Txt
CityGLOUCESTERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23061ZIPCd
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
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
DOUGLAS D MONROE JR
PO BOX 518IRVINGTONVA224800518TRUSTEE5.00$0$0$0
WENDE M SZYPERSKI
P O BOX 38IRVINGTONVA22480TRUSTEE5.00$0$0$0
MARGARET M BARLOW
484 LIGHTFOOT ROADLOUISVILLEKY40207TRUSTEE5.00$0$0$0
KATHERINE M SPOTTS
6101 RIVER ROADRICHMONDVA23226TRUSTEE5.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$893,917AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,715AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$904,632TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$904,632AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,569CashDeemedCharitableAmt
Net Vl Noncharitable Assets$891,063NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,553MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,553MinimumInvestmentReturnAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Total Tax$306TotalTaxAmt
Distributable Before Adj$44,247DistributableBeforeAdjAmt
Distributable Before Ded$44,247DistributableBeforeDedAmt
Distributable As Adjusted$44,247DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$143,177ExpensesAndContributionsAmt
Qualifying Distributions$143,177QualifyingDistributionsAmt
Adjusted Qualifying Distri$143,177AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,247DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$21,131ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$57,463ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$130,289ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$208,883TotalExcessDistributionCyovAmt
Qualifying Distributions$143,177QualifyingDistributionsAmt
Applied To Current Year$44,247AppliedToCurrentYearAmt
Remaining Distri From Corpus$98,930RemainingDistriFromCorpusAmt
Total Corpus$307,813TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$307,813ExcessDistriCyovToNextYrAmt
Excess From Year4$21,131ExcessFromYear4Amt
Excess From Year3$57,463ExcessFromYear3Amt
Excess From Year1$130,289ExcessFromYear1Amt
Excess From Current Year$98,930ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CITY WORSHIP CENTRE OF KILMARNOCK
445 KEITH AVENUEKILMARNOCKVA22482NC501 C 3 CHURCH$28,177
NORTHERN NECK YMCA
39 WILLIAM B GRAHAM COURTKILMARNOCKVA22482NC510 C3 YOUTH FACILITY$115,000
CITY WORSHIP CENTRE OF KILMARNOCK
445 KEITH AVENUEKILMARNOCKVA22482NC501 C 3 CHURCH$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$178,177TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,403ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,403ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,403TotalIncomeProducingActyAmt

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

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 PersonDOUGLAS D MONROE JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 518AddressLine1Txt
CityIRVINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22480ZIPCd
FieldValueIRS element (for citing)
Total Contributions$130,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyLANDNoncashPropertyDesc
Fair Market Value$35,000FairMarketValueAmt
Received2020-04-10ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
6937 SHS CHESAPEAKE FINANCIAL$117,265$149,146
3915 SHS CHESAPEAKE FINANCIAL$77,068$84,172
11676 SHS CHESAPEAKE FINANCIAL$302,416$251,034
9422 SHS CHESAPEAKE FINANCIAL$283,311$202,573
4312 SHS CHESAPEAKE FINANCIAL$111,094$92,708
490 SHS CHESAPEAKE FINANCIAL$11,939$10,535

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDOUGLAS D MONROE JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 518AddressLine1Txt
CityIRVINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22480ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2019 INCOME TAX DUECategoryTxt
Amt$387Amt
Net Investment Income$387NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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