EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349103353
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T12:51:35-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043715878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLACE BUSINESS ADVISORY SERVICES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1415 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 230611415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521205904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDGE HILL HOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDGE | BusinessNameControlTxt |
| Phone | 8048151066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5168 WEAVER LANE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8048151066 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL B BIONDOLILLO CPA | PreparerPersonNm |
| PTIN | P00423228 | PTIN |
| Phone | 8046930605 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $513,513 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,107 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,262 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,262 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,262 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,454 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,454 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,454 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,844 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $136,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,844 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,560 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,716 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,642 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,642 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $254 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,023 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,103 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,103 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,049 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,049 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,152 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,864 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,716 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,136 | CashBOYAmt |
| Cash EOY | $1,542 | CashEOYAmt |
| Cash EOYFMV | $1,542 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,645 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,052 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,035 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,600 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $224,179 | CorporateStockBOYAmt |
| Corporate Stock EOY | $256,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $452,792 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,364 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,778 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $32,934 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $72,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,614 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $60,470 | LandBOYAmt |
| Land EOY | $58,447 | LandEOYAmt |
| Total Assets BOY | $361,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $372,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $513,513 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $361,176 | RetainedEarningBOYAmt |
| Retained Earning EOY | $372,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $361,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $372,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $361,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $372,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $361,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,416 | ExcessRevenueOverExpensesAmt |
| Subtotal | $372,592 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $372,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1 SH AMAZON | P | 2020-04-01 | 2020-07-15 | $3,057 | $1,935 | $1,122 | $1,122 |
| 4SH ADOBE INC | P | 2016-03-02 | 2020-09-02 | $2,113 | $352 | $1,761 | $1,761 |
| 10SH DANAHER CORP | P | 2005-05-11 | 2020-06-10 | $1,722 | $198 | $1,524 | $1,524 |
| 15SH MERCK | P | 2015-06-03 | 2020-02-06 | $1,286 | $910 | $376 | $376 |
| 38 SH ANHEUSER BUSCH | P | 2020-03-18 | $1,293 | $3,112 | -$1,819 | -$1,819 | |
| 1SH ALPHABET INC | P | 2005-11-10 | 2020-02-06 | $1,476 | $193 | $1,283 | $1,283 |
| 8SH DANAHER CORP | P | 2005-05-11 | 2020-10-21 | $1,826 | $158 | $1,668 | $1,668 |
| 60SH MERCK | P | 2020-06-17 | $4,578 | $3,588 | $990 | $990 | |
| 10SH WALT DISNEY | P | 2019-03-06 | 2020-02-06 | $1,428 | $1,145 | $283 | $283 |
| 7SH AMERICAN TOWER CORP | P | 2020-02-06 | $1,664 | $333 | $1,331 | $1,331 | |
| 20SH EOG RESOURCES | P | 2018-11-21 | 2020-02-06 | $1,523 | $2,121 | -$598 | -$598 |
| 15SH MICROSOFT | P | 2018-06-27 | 2020-02-06 | $2,740 | $1,493 | $1,247 | $1,247 |
| 5SH HOME DEPOT | P | 2019-03-06 | 2020-02-06 | $1,195 | $924 | $271 | $271 |
| 2SH AMERICAN TOWER CORP | P | 2009-06-17 | 2020-06-10 | $532 | $59 | $473 | $473 |
| 35SH EOG RESOURCES | P | 2020-06-10 | $1,978 | $3,623 | -$1,645 | -$1,645 | |
| 82SH MONDELEZ | P | 2015-02-18 | 2020-12-16 | $4,706 | $3,001 | $1,705 | $1,705 |
| 10SH JP MORGAN CHASE | P | 2019-07-03 | 2020-02-06 | $1,379 | $1,129 | $250 | $250 |
| 70SH ANHEUSER BUSCH | P | 2020-03-18 | $2,381 | $6,043 | -$3,662 | -$3,662 | |
| 26SH ECOLAB INC | P | 2016-09-29 | 2020-09-24 | $5,038 | $3,149 | $1,889 | $1,889 |
| 15SH NESTLE | P | 2020-02-06 | $1,678 | $1,062 | $616 | $616 | |
| 11SH LOCKHEED MARTIN | P | 2020-04-29 | 2020-12-16 | $3,915 | $4,229 | -$314 | -$314 |
| 33SH BROOKFIELD ASSET | P | 2020-01-23 | $2,041 | $761 | $1,280 | $1,280 | |
| 30SH FEDEX CORP | P | 2020-03-11 | $3,412 | $4,925 | -$1,513 | -$1,513 | |
| 5SH NESTLE | P | 2011-09-14 | 2020-11-19 | $571 | $279 | $292 | $292 |
| 22SH MARATHON PETROLEUM | P | 2019-05-15 | 2020-02-06 | $1,224 | $1,122 | $102 | $102 |
| 28SH CME GROUP INC | P | 2020-10-21 | $4,591 | $2,050 | $2,541 | $2,541 | |
| 23SH GENERAL DYNAMICS CORP | P | 2016-04-13 | 2020-04-29 | $3,137 | $3,085 | $52 | $52 |
| 15SH NIKE | P | 2017-05-17 | 2020-02-06 | $1,508 | $788 | $720 | $720 |
| 30SH SCHWAB CHARLES | P | 2019-07-10 | 2020-02-06 | $1,426 | $1,199 | $227 | $227 |
| 20SH CVS HEALTH | P | 2018-11-14 | 2020-02-06 | $1,430 | $1,632 | -$202 | -$202 |
| GS SR GLBL BOND | P | 2017-09-28 | 2020-11-16 | $5,000 | $5,000 | ||
| SYSCO CORP BOND | P | 2016-08-26 | 2020-09-01 | $5,000 | $5,000 | ||
| 25SH TJX COS | P | 2019-10-17 | 2020-02-06 | $1,558 | $1,504 | $54 | $54 |
| 60SH CVS HEALTH | P | 2020-08-12 | $3,900 | $4,581 | -$681 | -$681 | |
| 2SH HOME DEPOT | P | 2018-03-28 | 2020-02-06 | $478 | $352 | $126 | $126 |
| 10SH UNION PACIFIC | P | 2015-07-08 | 2020-02-06 | $1,860 | $969 | $891 | $891 |
| 12SH T MOBILE | P | 2020-07-08 | 2020-12-16 | $1,555 | $1,274 | $281 | $281 |
| 20SH CAPITAL ONE | P | 2011-01-12 | 2020-02-06 | $2,087 | $942 | $1,145 | $1,145 |
| 7SH HOME DEPOT | P | 2018-03-28 | 2020-05-19 | $1,674 | $1,233 | $441 | $441 |
| 10SH VISA | P | 2010-06-16 | 2020-02-06 | $2,035 | $191 | $1,844 | $1,844 |
| 13SH T MOBILE | P | 2020-06-29 | 2020-08-07 | $4 | -$4 | -$4 | |
| 67SH CAPITAL ONE | P | 2020-08-19 | $4,411 | $3,003 | $1,408 | $1,408 | |
| 10SH JOHNSON & JOHNSON | P | 2020-02-06 | $1,542 | $985 | $557 | $557 | |
| 30SH VULCAN | P | 2017-11-29 | 2020-03-24 | $2,528 | $3,737 | -$1,209 | -$1,209 |
| 120SH VNGRD SHRT TERM | P | 2020-02-27 | 2020-03-20 | $8,858 | $9,823 | -$965 | -$965 |
| 15SH CARMAX | P | 2020-02-06 | $1,467 | $770 | $697 | $697 | |
| 3SH MARATHON PETRO | P | 2018-07-05 | 2020-02-06 | $167 | $208 | -$41 | -$41 |
| 11SH ACCENTRURE | P | 2008-09-10 | 2020-10-21 | $2,554 | $424 | $2,130 | $2,130 |
| 102SH WELLS FARGO | P | 2019-10-17 | 2020-03-25 | $2,895 | $5,099 | -$2,204 | -$2,204 |
| 17SH CARMAX | P | 2010-06-16 | 2020-04-28 | $1,282 | $367 | $915 | $915 |
| 98SH MARATHON PETRO | P | 2020-07-09 | $3,278 | $4,028 | -$750 | -$750 | |
| ABBVIE INC BOND | P | 2015-05-19 | 2020-05-14 | $5,000 | $4,990 | $10 | $10 |
| 40SH CHEVRON CORP | P | 2020-09-23 | $2,985 | $2,756 | $229 | $229 | |
| 1SH MARKEL | P | 2002-10-14 | 2020-02-06 | $1,294 | $202 | $1,092 | $1,092 |
| 7SH ADOBE INC | P | 2016-03-23 | 2020-02-06 | $2,572 | $648 | $1,924 | $1,924 |
| 10SH DANAHER CORP | P | 2020-02-06 | $1,647 | $560 | $1,087 | $1,087 | |
| 7SH MASTERCARD | P | 2016-10-05 | 2020-02-06 | $2,310 | $716 | $1,594 | $1,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,844 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,716 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $332 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $332 | SubtotalAmt |
| Tax Based On Investment Income | $332 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $332 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID BROWN | IndividualWithBooksNm |
| Phone | 8048151066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 157 | AddressLine1Txt |
| City | WHITE MARSH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23183 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM D WEAVERJR | |||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | PRESIDENT | 5.00 | $0 | $0 | $0 | |
| ROBERT L MARBLE | |||||||||
| PO BOX 1154 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| DAVID BROWN | |||||||||
| P O BOX 157 | WHITE MARSH | VA | 23183 | TREASURER | 5.00 | $0 | $0 | $0 | |
| MRS WILLIAM D WEAVER JR | |||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| F BRECKENRIDGE MONTAGUE | |||||||||
| PO BOX 695 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| ROBERT JOHNSON | |||||||||
| P O BOX 52 | WARE NECK | VA | 23178 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| WILLIAM LAWRENCE | |||||||||
| 6655 LS ISLAND LANE | GLOUCESTER | VA | 23061 | VP | 0.00 | $0 | $0 | $0 | |
| KENNETH GIBSON | |||||||||
| P O BOX 2346 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| CARLTON HOGGE | |||||||||
| 6725 CLIFFORD POINT LANE | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| RICKY WIATT | |||||||||
| P O BOX 651 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| ELLA WATKINS | |||||||||
| 4476 HERMITAGE LN | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| DAVID EVANS | |||||||||
| 7991 WATERSEDGE LANE | GLOUCESTER POINT | VA | 23062 | SECRETARY | 1.00 | $0 | $0 | $0 | P O BOX 428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTINUED PRESERVATION OF THE HISTORICAL STRUCTURE AND GROUNDS OF EDGE HILL HOUSE FOR THE BENEFIT OF THE GENERAL PUBLIC. | Description1Txt |
| Expenses1 | $11,152 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $433,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $466,594 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $466,594 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $459,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,152 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,152 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $11,152 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $11,152 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $11,152 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,152 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-02-06 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,716 | CurrentYearAmt |
| Year1 | $7,845 | Year1Amt |
| Year2 | $8,346 | Year2Amt |
| Year3 | $7,794 | Year3Amt |
| Total | $30,701 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,709 | CurrentYearAmt |
| Year1 | $6,668 | Year1Amt |
| Year2 | $7,094 | Year2Amt |
| Year3 | $6,625 | Year3Amt |
| Total | $26,096 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,152 | CurrentYearAmt |
| Year1 | $42,421 | Year1Amt |
| Year2 | $36,710 | Year2Amt |
| Year3 | $12,044 | Year3Amt |
| Total | $102,327 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,152 | CurrentYearAmt |
| Year1 | $42,421 | Year1Amt |
| Year2 | $36,710 | Year2Amt |
| Year3 | $12,044 | Year3Amt |
| Total | $102,327 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,320 | CurrentYearAmt |
| Year1 | $14,777 | Year1Amt |
| Year2 | $15,252 | Year2Amt |
| Year3 | $14,703 | Year3Amt |
| Total | $60,052 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GLOUCESTER WOMAN'S CLUB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1562 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UTILITIES TO MAINTAIN BLDG | GrantOrContributionPurposeTxt |
| Amt | $3,049 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,049 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,262 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,454 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,844 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,560 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,560 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W E & M T BELVIN CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CHESAPEAKE INVESTMENT GROUP | AddressLine1Txt |
| Address Line2 | 97 N MAIN STREET P O BOX 1419 | AddressLine2Txt |
| City | KILMARNOCK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,007 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FILE CABINET | 2006-09-25 | $325 | $325 | 200DB | 7.0000 | |
| 5 FOLDING CHAIRS | 2006-10-31 | $462 | $462 | 200DB | 7.0000 | |
| CHAIR LIFT | 2015-07-21 | $9,730 | $8,645 | 200DB | 7.0000 | $434 |
| HIGHWAY MAKER | 2015-12-22 | $1,745 | $1,201 | 150DB | 15.0000 | $55 |
| BATHROOM PROJECT | 2019-05-01 | $59,799 | $958 | S/L | 39.0000 | $1,534 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 APPLE INC | $5,069 | $5,578 |
| 5000 APPLIED MATERIALS | $5,008 | $5,686 |
| 5000 BLACKROCK INC | $5,034 | $5,492 |
| 5000 SMUCKER JM CO | $5,031 | $5,122 |
| 5000 CVS HEALTH CORP | $5,101 | $5,518 |
| 5000 WALT DISNEY | $5,535 | $5,538 |
| 5000 ABBVIE | ||
| 5000 SYSCO | ||
| 5000 GOLDMAN SACHS GROUP |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3SH AMAZON.COM | $553 | $9,771 |
| 73SH CARMAX INC-105 BEG | $1,574 | $6,896 |
| 108SH ANHEUSER BUSCH INBEV | ||
| 50 SH NESTLE S A SPNSD ADR -HAD 70 | $2,795 | $5,890 |
| 40SH PEPSICO INC | $2,548 | $5,932 |
| 40SH CHEVRON CORP | ||
| 49SH BERKSHIRE HATHAWAY INC-SOLD 5S | $3,726 | $11,362 |
| 294SH BROOKFIELD ASSET MGMT-HAD 225 | $3,105 | $12,133 |
| 28 SH CME GROUP | ||
| 87SH CAPITAL ONE | ||
| 345SH ISHARES FLOATING | $17,518 | $17,498 |
| 60SH JP MORGAN CHASE-HAD 70 | $2,884 | $7,624 |
| 8SH MARKEL CORP-SOLD 1 SHARE | $1,616 | $8,266 |
| 50SH JOHNSON & JOHNSON-SOLD 10 | $2,999 | $7,869 |
| 57SH DANAHER CORP-HAD 85 | $1,126 | $12,662 |
| 39SH ACCENTURE PLC IRELAND HAD 50 | $1,503 | $10,187 |
| 100SH APPLE INC | $266 | $13,269 |
| 4SH ALPHABET INC CL C | $691 | $7,008 |
| 4SH ALPHABET INC CL A-SOLD 1 | $694 | $7,011 |
| 46SH VISA INC CLASS A-HAD 56 | $876 | $10,062 |
| 56SH LIBERTY BROADBAND | $3,070 | $8,869 |
| 49SH AMERICAN TOWER CORP -HAD 58SH | $1,441 | $10,999 |
| 82SH MONDELEZ INTERNATIONAL | ||
| 75SH MERCK & COMPANY | ||
| 29SH UNION PACIFIC CORP-HAD 39 | $2,733 | $6,038 |
| 150SH ISHARES INTERM GOVT | $16,524 | $17,646 |
| 123SH MARATHON PETRO | ||
| 30SH FEDEX CORP | ||
| 23SH GENERAL DYNAMICS CORP | ||
| 26SH ADOBE SYSTEMS INC.-HAD 37 | $2,288 | $13,003 |
| 28SHMASTERCARD INC HAD 35 | $2,863 | $9,994 |
| 26SH ECOLAB INC | ||
| 23SH MARTIN MARIETTA MAT | $4,782 | $6,531 |
| 45SH NIKE INC CL B- HAD 60SH | $2,365 | $6,366 |
| 160SH VANGUARD INTERMEDIATE TERM | $14,067 | $15,542 |
| 14SH SHERWIN WILLIAMS CO- | $4,846 | $10,289 |
| 30SH VULCAN MATERIALS CO- | ||
| 18SH HOME DEPOT-HAD 32 | $3,171 | $4,781 |
| 55SH EOG RESOURCES INC | ||
| 23SH BECTON DICKINSON | $4,968 | $5,755 |
| 80SH CVS HEALTH CORP- | ||
| 38SH HONEYWELL INTL INC | $5,398 | $8,083 |
| 15SH BROADCOM INC | $3,921 | $6,568 |
| 56SH MICROSOFT CORP-HAD 50 | $6,409 | $12,456 |
| 80 T-MOBILE US-HAD 63 | $6,819 | $10,788 |
| 48 WALT DISNEY-HAD 47 | $5,666 | $8,697 |
| 96TJX COS INC NEW- HAD 121SH | $5,322 | $6,556 |
| 143 SCHWAB CHARLES CORP-HAD 125SH | $5,650 | $7,585 |
| 102 WELLS FARGO | ||
| 32 AIR PRODUCTS & CHEMICALS_HAD 22 | $6,415 | $8,743 |
| ROUNDING | $2 | |
| 3SH MERCADOLIBRE INC | $3,654 | $5,026 |
| 61SH SONY | $4,914 | $6,167 |
| 30SH AON | $5,908 | $6,338 |
| 19SH MOODYS CORP | $3,946 | $5,515 |
| 27 FLEETCOR TECHNOLOGIES | $6,909 | $7,366 |
| 59SH BALL CORP | $4,739 | $5,498 |
| 88SH UBER TECH | $3,097 | $4,488 |
| 15SH VERTEX PHARM | $3,552 | $3,545 |
| 48SH MEDTRONIC | $4,606 | $5,623 |
| 16 ILLUMINA INC | $5,239 | $5,920 |
| 53SH ABBOTT LAB | $4,124 | $5,803 |
| 146SH DISH NETWORK | $4,823 | $4,722 |
| 75SH ISHARES 3-7 T BILL | $9,694 | $9,974 |
| 32SH ISHARES NASDAQ | $4,465 | $4,848 |
| 200 VANGUARD SHORT TERM BD | $16,658 | $16,580 |
| 200 VANGUARD SHORT TERM BD | $16,618 | $16,650 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,035 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,600 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDING AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $72,061 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $13,614 | AccumulatedDepreciationAmt |
| Book Value | $58,447 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE SUPPLIES | $80 | |
| INSURANCE | $2,728 | $2,728 |
| REPAIRS TO THE BUILDING | $4,895 | $4,895 |
| SECURITY | $480 | $480 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $5,642 | Amt |
| Net Investment Income | $5,642 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H | $54 | $54 |
| TAX | $175 | |
| FRANCHISE & REGISTRATION | $25 |
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