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CULP FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CULP FAMILY FOUNDATION (EIN 45-5394566)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-26
IRS object ID
202132389349100903
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)
Return2021-08-26T14:51:32-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DRIVE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455394566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CULP FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BDO USA LLPInCareOfNm
Business Name ControlCULPBusinessNameControlTxt
Phone7038930600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18401 Greensboro Dr 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY LAWRENCE CULP JRPersonNm
Person TitlePresidentPersonTitleTxt
Phone7038930600PhoneNum
Signature2021-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHENRY LAWRENCEPersonFirstNm
Person LastCULP JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoan C HoltzPreparerPersonNm
PTINP00836429PTIN
Phone7038930600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$21,595,391FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$98,394InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$98,394InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$317,528DividendsRevAndExpnssAmt
Dividends Net Invst Incm$317,528DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$650,100NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,563,455GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$650,100CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,052OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$215OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,081,574TotalRevAndExpnssAmt
Total Net Invst Incm$1,066,237TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$85,551OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$85,551OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$26,293TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,310TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$120,344TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$92,861TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,050,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,050,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,170,344TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$92,861TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,058,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$88,770ExcessRevenueOverExpensesAmt
Net Investment Income$973,376NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$221,177CashBOYAmt
Cash EOY$344,921CashEOYAmt
Cash EOYFMV$344,921CashEOYFMVAmt
Corporate Stock BOY$9,794,254CorporateStockBOYAmt
Corporate Stock EOY$8,263,060CorporateStockEOYAmt
Corporate Stock EOYFMV$13,785,756CorporateStockEOYFMVAmt
Other Investments BOY$5,890,275OtherInvestmentsBOYAmt
Other Investments EOY$7,208,955OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,464,714OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,905,706TotalAssetsBOYAmt
Total Assets EOY$15,816,936TotalAssetsEOYAmt
Total Assets EOYFMV$21,595,391TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$15,905,705RetainedEarningBOYAmt
Retained Earning EOY$15,816,935RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,905,705TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,816,935TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,905,705TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,816,935TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,905,705TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$88,770ExcessRevenueOverExpensesAmt
Subtotal$15,816,935SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,816,935TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NT #6712, 4417, 8433 [SEE ATTD]P2020-01-012020-12-31$1,066,020$1,042,180$23,756$23,840
NT #6712, 4417, 8433 [SEE ATTD]P2019-01-012020-12-31$6,497,435$5,871,038$625,191$626,397
FieldValueIRS element (for citing)
Capital Gain Net Income$650,100CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,530InvestmentIncomeExciseTaxAmt
Subtotal$13,530SubtotalAmt
Tax Based On Investment Income$13,530TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,983EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$21,983TotalPaymentsAndCreditsAmt
Overpayment$8,453OverpaymentAmt
Applied To ES Tax$8,453AppliedToESTaxAmt

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 StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7038930600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DR 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
H LAWRENCE CULP JR
8401 GREENSBORO DR 800MCLEANVA22102PRESIDENT1.0$0$0$0
WENDY H CULP
8401 GREENSBORO DR 800MCLEANVA22102SECRETARY1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,730,112AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$228,381AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,713,032FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,671,525TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,671,525AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$295,073CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,376,452NetVlNoncharitableAssetsAmt
Minimum Investment Return$968,823MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$968,823MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,530TaxBasedOnInvestmentIncomeAmt
Total Tax$13,530TotalTaxAmt
Distributable Before Adj$955,293DistributableBeforeAdjAmt
Distributable Before Ded$955,293DistributableBeforeDedAmt
Distributable As Adjusted$955,293DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,058,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,058,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,058,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$955,293DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$661,078ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$73,995ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$298,132ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,033,205TotalExcessDistributionCyovAmt
Qualifying Distributions$1,058,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$955,293AppliedToCurrentYearAmt
Remaining Distri From Corpus$103,207RemainingDistriFromCorpusAmt
Total Corpus$1,136,412TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$661,078ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$475,334ExcessDistriCyovToNextYrAmt
Excess From Year3$73,995ExcessFromYear3Amt
Excess From Year1$298,132ExcessFromYear1Amt
Excess From Current Year$103,207ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerH LAWRENCE CULP JRContributingManagerNm
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
KIT CARES INC
103 CHURCH ALLEYCHESTERTOWNMD21620NC2020 GRANT FOR GENERAL OPERATING$100,000
THE POTOMAC SCHOOL
1301 POTOMAC SCHOOL ROADMCLEANVA22101PC2020 GRANT FOR GENERAL OPERATING$500,000
HARVARD BUSINESS SCHOOL
SOLDIERS FIELDBOSTONMA02163PC2020 GRANT FOR GENERAL OPERATING$450,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,050,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$415,922ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$650,100ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
SECTION 1411 NET INVESTMENT INCOME$215
RECONCILING ADJUSTMENT$354
FEDERAL TAX REFUND - APPLIED$6,483

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$7,052UnrelatedBusinessTaxblIncmAmt
Exclusion$1,066,022ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,073,074TotalIncomeProducingActyAmt

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 PersonH LAWRENCE CULP JR WENDY CULPContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18401 Greensboro Dr 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$8,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$8,500Amt
Disbursements Charitable Prps$8,500DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNT #6712, 4417, 8433StockNm
EOY Book Value$8,263,060EOYBookValueAmt
EOYFMV$13,785,756EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemNT #6712, 4417, 8433CategoryOrItemTxt
Book Value$7,208,955BookValueAmt
EOYFMV$7,464,714EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NORTHERN TRUST #6712, 4417, 8433$215$215
RECONCILING ADJUSTMENT$354
FEDERAL TAX REFUND - APPLIED$6,483

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
NT #6712, 4417, 8433 - INV FEE$21,254$21,254
NT #6712, 4417, 8433 - INV FEE$64,297$64,297

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonH LAWRENCE CULP JR WENDY CULPPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18401 Greensboro Dr 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
NT #6712 - FOREIGN TAX PAID$7,310$7,310
ESTIMATED TAXES PAID$11,983
2019 FEDERAL EXTENSION$7,000

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