THE LEEPS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LEEPS FOUNDATION INC (EIN 54-1975226)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202141349349102309
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T14:21:19-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 MCCLANAHAN STREET SW | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24014 | 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 | 541975226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEEPS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PATRICIA V CUNNINGHAM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEP | BusinessNameControlTxt |
| Phone | 5407190499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 TRANQUILITY ROAD | AddressLine1Txt |
| City | MONETA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 241215373 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICA V CUNNINGHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5407190499 | PhoneNum |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICA | PersonFirstNm |
| Person Last | CUNNINGHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN ALDRIDGE | PreparerPersonNm |
| PTIN | P00615668 | PTIN |
| Phone | 5403450936 | PhoneNum |
| Preparation | 2021-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,125,321 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,721 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,198 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,037 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,063 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,106 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,210 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,210 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,106 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,931 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,538 | CashBOYAmt |
| Cash EOY | $27,108 | CashEOYAmt |
| Cash EOYFMV | $27,108 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $171,141 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $221,996 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $217,442 | CorporateStockBOYAmt |
| Corporate Stock EOY | $215,229 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $570,683 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $383,347 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $287,701 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $303,503 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,771 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,031 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,031 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $801,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $754,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,125,321 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $801,239 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $754,074 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $801,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $754,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $801,239 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $754,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $801,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $273 | OtherIncreasesAmt |
| Subtotal | $755,656 | SubtotalAmt |
| Other Decreases | $1,582 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $754,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,560 | $2,579 | -$1,019 | -$1,019 | |
| PUBLICLY TRADED SECURITIES | $113,055 | $108,944 | $4,111 | $4,111 | |
| CAPITAL GAINS DIVIDENDS | $2,106 | $2,106 | $2,106 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,198 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $305 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $305 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $455 | OverpaymentAmt |
| Applied To ES Tax | $455 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA V CUNNINGHAM | IndividualWithBooksNm |
| Phone | 5407190499 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 TRANQUILITY ROAD | AddressLine1Txt |
| City | MONETA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA V CUNNINGHAM | ||||||||
| 15 TRANQUILITY ROAD | MONETA | VA | 24121 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUSAN T SHOWFETY | ||||||||
| 15 TRANQUILITY ROAD | MONETA | VA | 24121 | TREASURER | 0.00 | $0 | $0 | $0 |
| MICHAEL BRANSCOME | ||||||||
| 15 TRANQUILITY ROAD | MONETA | VA | 24121 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| STEVEN H CUNNINGHAM | ||||||||
| 15 TRANQUILITY ROAD | MONETA | VA | 24121 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $868,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,350 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,077,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,077,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,061,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $305 | TotalTaxAmt |
| Distributable Before Adj | $52,746 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,746 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,746 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $67,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,010 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,053 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,073 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,479 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,422 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,264 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,686 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,139 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,053 | ExcessFromYear4Amt |
| Excess From Year3 | $4,073 | ExcessFromYear3Amt |
| Excess From Year2 | $3,678 | ExcessFromYear2Amt |
| Excess From Year1 | $3,479 | ExcessFromYear1Amt |
| Excess From Current Year | $14,264 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIT OF HOPE RANCH INC | |||||||
| 5001 CR WOOD RD | GASTONIA | NC | 28056 | N/A | PC | PURCHASE PORTABLE MOUNTING RAMP TO OPEN SECOND RING AND EXPAND CLIENT BASE. | $2,800 |
| BLUE & GRAY SEARCH & RESCUE DOGS | |||||||
| PO BOX 710 | HARRISONBURG | VA | 22803 | PC | PURCHASE AGILITY EQUIPMENT FOR NEW DOG TRAINING CERTIFICATION REQUIREMENTS. | $600 | |
| BLUE RIDGE CENTER FOR THERAPEUTIC HORSEMANSHIP | |||||||
| PO BOX 438 | BOYCE | VA | 22620 | PC | DONATION TO PURCHASE NEW SADDLES, CABINETS, BULLETIN BOARD | $1,000 | |
| BRIDLE PATHS | |||||||
| 1909 WOODGATE LANE | MCLEAN | VA | 22101 | PC | DONATION FOR BAREBACK PADS AND GIRTHS FOR VETERANS PROGRAMS. | $500 | |
| BRIGHT SIDE YOUTH RANCH | |||||||
| 1069 N SHILOH ROAD | YORK | SC | 29745 | N/A | 501(C)3 CHARITY | PURCHASE FARM TRACTOR - MATCHING GIFT. | $2,500 |
| BROOK HILL RETIREMENT CENTER FOR HORSES | |||||||
| 7289 BELLEVUE ROAD | FOREST | VA | 24551 | PC | SCHOLARSHIPS FOR AT-RISK TEENS TO DEVELOP LIFE SKILLS. | $2,000 | |
| DARE TO DREAM THERAPEUTIC HORSEMANSHIP CENTER | |||||||
| 515 WADE WOODS LANE | MONTEREY | VA | 24465 | N/A | 501(C)3 CHARITY | PURCHASE EXTRA HELMETS, REINS, & LEAD ROPES AS WELL AS SANITIZING GEAR DUE TO COVID. | $1,000 |
| DREAM CATCHERS | |||||||
| PO BOX 1261 | TOANO | VA | 23168 | PC | DONATION TO PURCHASE PASTURE MAINTENANCE EQUIPMENT. | $1,500 | |
| GRAZ'N ACRES TRC | |||||||
| 14492 IVOR ROAD | SEDLEY | VA | 23878 | PC | DONATION TO PURCHASE LARGER DRIVING HORSE TO SERVE ADDITIONAL CLIENTS. | $800 | |
| HEALING STRIDES OF VA | |||||||
| PO BOX 456/ 672 NAFF ROAD | BOONES MILL | VA | 24065 | PC | DONATION FOR PURCHASE OF FARM MAINTENANCE EQUIPMENT & DEHUMIDIFIER FOR TACK ROOM. | $810 | |
| HEARTLAND HORSE HEROES INC | |||||||
| 16680 W JAMES ANDERSON HWY | BUCKINGHAM | VA | 23291 | PC | FUND NEW PROGRAM FOR FIELD TRIPS TO EDUCATE EQUINE SPECIFIC MENTAL HEALTH LEARNING. | $1,000 | |
| HOOFBEATS THERAPEUTIC RIDING CENTER INC | |||||||
| PO BOX 979 | LEXINGTON | VA | 24450 | PC | FUNDING FOR CHARITABLE & OPERATING PURPOSES. | $35,000 | |
| HOPE REINS | |||||||
| 8420 WAKE FOREST HWY | RALEIGH | NC | 27613 | 501(C)3 CHARITY | DONATION TO HIRE 2 PART TIME STAFF TO TREAT 6 CHILDREN ON WAIT LIST | $2,500 | |
| HOPE'S LEGACY EQUINE RESCUE INC | |||||||
| 5145 TAYLOR CREEK RD | AFTON | VA | 22920 | N/A | PC | PROVIDE FUNDING FOR 12 WEEK PROGRAM FOR VETERANS. | $500 |
| LONESOME DOVE EQUESTRIAN CENTER | |||||||
| 6137 OLD BUCKINGHAM RD | POWHATAN | VA | 23120 | PC | REDO FLOORS IN CONFERENCE ROOM FOR BETTER MOBILITY FOR VETERANS | $500 | |
| PROJECT HORSE EMPOWERMENT CENTER | |||||||
| 20015 GREAT FALLS FOREST DRIVE | GREAT FALLS | VA | 22066 | N/A | 501(C)3 CHARITY | MATCHING GRANT TO SERVE ADDITIONAL VETERANS IN WARRIOR HERD PROGRAM. | $1,000 |
| RAINBOW THERAPEUTIC RIDING CENTER | |||||||
| PO BOX 479 | HAYMARKET | VA | 20168 | PC | FUNDING FOR EQUINE ALTERNATIVE THERAPY FOR FARQUIER CO. STUDENTS WITH DELAYED DEVELOPMENT SKILLS. | $1,000 | |
| RIDE WITH PRIDE | |||||||
| PO BOX 1203 | STAUNTON | VA | 24402 | N/A | 501(C)3 CHARITY | PURCHASE VAULTING BARRELS FOR LESSONS. | $1,000 |
| SHINING HOPE FARMS | |||||||
| 328 WHIPPOORWILL LANE | MT HOLLY | NC | 38120 | N/A | 501(C)3 CHARITY | FUND NEW VETERAN PROGRAM SADDLES & SALUTES, PRE-POST ASSESSMENT THERAPY. | $1,500 |
| ST FRANCIS SERVICE DOG FOUNDATION | |||||||
| PO BOX 19538 | ROANOKE | VA | 24019 | PC | BUY CRATES, LEASHES, ETC. FOR NEW SERVICE DOG OWNERS. | $2,000 | |
| TRAILS OF PURPOSE | |||||||
| PO BOX 6163 | CHESAPEAKE | VA | 23323 | N/A | 501(C)3 CHARITY | PROVIDE FUNDING FOR VETERAN HOSPITALITY & COMMUNAL MEALS FOR VETERANS AND THEIR FAMILIES. | $1,500 |
| UNTAMED SPIRIT THERAPEUTIC RIDING PROGRAM | |||||||
| 3943 DAWLEY ROAD | VIRGINIA BEACH | VA | 23457 | PC | PORTABLE GREENHOUSE FOR TR & MH CLIENTS | $1,500 | |
| WINGS OF HOPE RANCH | |||||||
| PO BOX 1674 | ASHLAND | VA | 23005 | N/A | 501(C)3 CHARITY | TO PAY FOR 10 LEADERS TO GET EAP CERTIFICATIONS | $2,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,210 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,037 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,037 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $287,701 | EOYBookValueAmt |
| EOYFMV | $303,503 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $215,229 | EOYBookValueAmt |
| EOYFMV | $570,683 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $2,771 | BOYBookValueAmt |
| EOY Book Value | $2,031 | EOYBookValueAmt |
| EOYFMV | $2,031 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN YEAR END ACCRUED INCOME VALUE | $740 |
| INCOME TAXED PER 1099 BUT NOT YET RECEIVED | $370 |
| INCOME MODIFICATION ADJUSTMENTS NOT ON 1099 | $472 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TREASURER OF VIRGINIA - LICENSE FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXED IN PRIOR YEAR NOT RECEIVED UNTIL CURRENT YEAR | Desc |
| Amt | $273 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NBB TRUSTEE FEES | CategoryTxt |
| Amt | $6,063 | Amt |
| Net Investment Income | $6,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2020 990PF ESTIMATED TAX PAYMENTS | $752 | $0 | $0 |
| FOREIGN TAXES PAID | $43 | $43 | $0 |
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