THE PRUITT FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: THE PRUITT FOUNDATION INC (EIN 20-1151002)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-06-08
IRS object ID: 202141599349100219
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
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-06-08T12:49:31-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	541029635	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	THOMPSON GREENSPON	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4035 RIDGE TOP RD SUITE 700	AddressLine1Txt
City	FAIRFAX	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22030	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	201151002	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE PRUITT FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PRUI	BusinessNameControlTxt
Phone	7036312217	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14900 BOGLE DRIVE SUITE 204	AddressLine1Txt
City	CHANTILLY	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20151	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CECIL PRUITT JR	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7036312217	PhoneNum
Signature	2021-06-03	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CECIL	PersonFirstNm
Person Last	PRUITT JR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHARLES F HELME III CPA	PreparerPersonNm
PTIN	P00118452	PTIN
Phone	7033858888	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	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	$23,655,271	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$2,096	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,096	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$146,747	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$146,747	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$52,090	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,596,177	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$52,090	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,123,441	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,123,441	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,324,374	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,324,374	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
Legal Fees Rev And Expnss	$3,740	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$3,740	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$7,335	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$7,335	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$38,333	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$2,333	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$36,000	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$12,877	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,554	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$49,982	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$36,678	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$112,267	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$44,305	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$43,335	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$544,356	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$544,356	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$656,623	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$44,305	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$587,691	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$667,751	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,280,069	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$122,326	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,104,230	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,104,230	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,185,802	CorporateStockBOYAmt
Corporate Stock EOY	$2,435,832	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,304,389	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$95,305	CorporateBondsBOYAmt
Corporate Bonds EOY	$95,305	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$143,750	CorporateBondsEOYFMVAmt
Other Investments BOY	$4,185,563	OtherInvestmentsBOYAmt
Other Investments EOY	$3,621,380	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,825,075	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$12,707,601	OtherAssetsBOYAmt
Other Assets EOY	$12,707,601	OtherAssetsEOYAmt
Other Assets EOYFMV	$13,277,827	OtherAssetsEOYFMVAmt
Total Assets BOY	$19,296,597	TotalAssetsBOYAmt
Total Assets EOY	$19,964,348	TotalAssetsEOYAmt
Total Assets EOYFMV	$23,655,271	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$19,296,597	RetainedEarningBOYAmt
Retained Earning EOY	$19,964,348	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$19,296,597	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$19,964,348	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$19,296,597	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$19,964,348	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$19,296,597	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$667,751	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$19,964,348	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$19,964,348	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
WF PUBLICLY TRADED SECURITIES	$1,580,243	$1,544,087	$36,156	$36,156
CAPITAL GAINS DIVIDENDS	$15,934		$15,934	$15,934	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$52,090	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$17,793	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$17,793	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$17,793	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$20,000	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	$20,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,207	OverpaymentAmt
Applied To ES Tax	$2,207	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	Yes (1)	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	Yes (1)	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	PRUITTFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	CECIL PRUITT JR	IndividualWithBooksNm
Phone	7036312217	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	14900 BOGLE DRIVE SUITE 204	AddressLine1Txt
City	CHANTILLY	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20151	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 (3 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
CECIL PRUITT JR
14900 BOGLE DRIVE SUITE 204	CHANTILLY	VA	20151	PRESIDENT/TREAS/DIRECTOR	0.30	$0	$0	$0
PETER F MCCABE
14900 BOGLE DRIVE SUITE 204	CHANTILLY	VA	20151	DIRECTOR	0.30	$0	$0	$0
TRACY M BEAN
14900 BOGLE DRIVE SUITE 204	CHANTILLY	VA	20151	DIRECTOR	0.30	$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	$6,332,496	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$470,940	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$13,016,292	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$19,819,728	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$19,819,728	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$297,296	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$19,522,432	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$976,122	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$976,122	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$17,793	TaxBasedOnInvestmentIncomeAmt
Total Tax	$17,793	TotalTaxAmt
Distributable Before Adj	$958,329	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$958,329	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$958,329	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$587,691	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$587,691	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$587,691	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$958,329	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$274,342	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$43,026	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$231,013	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$548,381	TotalExcessDistributionCyovAmt
Qualifying Distributions	$587,691	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$587,691	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$370,638	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$370,638	ExcessDistributionCyovAppCYAmt
Total Corpus	$177,743	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	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$177,743	ExcessDistriCyovToNextYrAmt
Excess From Year3	$177,743	ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	CECIL PRUITT JR	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	THE PRUITT FOUNDATION INC	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	14900 BOGLE DRIVE STE 204	AddressLine1Txt
City	CHANTILLY	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20151	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7036312217	RecipientPhoneNum
Form And Info And Materials	PLEASE REQUEST OUR SPECIFIC APPLICATION FORM TO COMPLETE.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	PROGRAM IS FOR INDIGENT INDIVIDUALS IN NEED OF FINANCIAL ASSISTANCE FOR ITEMS SUCH AS FOOD AND CLOTHING.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARF-ANIMAL RESCUE FOUNDATION INC
603 OAK SHADOW	SEQUING	TX	78156	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
BLESSED ANGELS COMMUNITY CENTER
14040 NACOGDOCHES SUITE 105	NACOGDOCHES	TX	75961	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$25,000
BLUE RIDGE WILDLIFE CENTER
106 ISLAND FARM LANE	BOYCE	VA	22620	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
BOY SCOUTS OF AMERICA
9190 ROCKVILLE PIKE	BETHESDA	MD	20814	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$10,000
BROAD RUN HIGH SCHOOL ATHLETIC BOOSTER CLUB
21670 ASHBURN ROAD	ASBHURN	VA	20147	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
CHEYENNE CAMACHO
1315 FORD STREET	EAGLE PASS	TX	78852	NONE	INDIGENT PERSON	FURTHERANCE OF CHARITABLE PURPOSES	$2,301
CLARKE COUNTY HISTORICAL ASSOCIATION
32 EAST MAIN STREET	BERRYVILLE	VA	22611	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$1,667
CLAUDIA ARLENE RIGGS
753 CHURCH STREET	LEBANON	KY	40150	NONE	INDIGENT PERSON	FURTHERANCE OF CHARITABLE PURPOSES	$12,000
CONGREGATIONAL COMMUNITY ACTION PROJECT (CCAP)
PO BOX 2112	WINCHESTER	VA	22604	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$15,000
CYSITC FIBROSIS FOUNDATION
4550 MONTFOMERY AVE SUITE 1100N	BETHESDA	MD	20814	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$30,000
DESIREE CAMACHO
1315 FORD STREET	EAGLE PASS	TX	78852	NONE	INDIGENT PERSON	FURTHERANCE OF CHARITABLE PURPOSES	$2,061
DISABLED SPORTS USA
451 HUNGERFORD DRIVE	ROCKVILLE	MD	20850	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$10,000
FAMILY VIOLENCE PREVENTION SERVICES INC
7911 BROADWAY	SAN ANTONIO	TX	78209	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
FEDERATION OF TEXAS A&M UNIVERSITY MOTHERS CLUB
PO BOX 1648	SEQUIN	TX	78155	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$10,000
FLORIS UNITED METHODIST CHURCH
13600 FRYING PAN ROAD	HERNDON	VA	20171	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
HEALTHWELL FOUNDATION
20440 CENTURY BLVD SUITE 250	GERMANTOWN	MD	20874	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$43,000
INGEBORG NORRIS
79 GRACELAND TRAIL	ELIZABETHTOWN	KY	42701	NONE	INDIGENT PERSON	FURTHERANCE OF CHARITABLE PURPOSES	$3,581
INOVA HOSPITAL FOUNDATION
8110 GATEHOUSE ROAD SUITE 400W	FALLS CHURCH	VA	22042	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
JENNIFER MILLER
113 DAMIAN LANE	ALIQUIPPA	PA	15001	NONE	INDIGENT PERSON	FURTHERANCE OF CHARITABLE PURPOSES	$7,000
KAITLYN CAMACHO
1315 FORD STREET	EAGLE PASS	TX	78852	NONE	INDIGENT PERSON	FURTHERANCE OF CHARITABLE PURPOSES	$2,224
LEARY EDCATIONAL FOUNDATION INC
PO BOX 3160	WINCHESTER	VA	22604	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$20,000
MAUREEN J HAYDEN
400 MARION PUGH DRIVE APT 1710	COLLEGE STATION	TX	77840	NONE	INDIGENT PERSON	FURTHERANCE OF CHARITABLE PURPOSES	$2,695
PAGE COUNTY SPCA
PO BOX 62	LURAY	VA	22835	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
PENINSULA REGIONAL MEDICAL CENTER FOUNDATION
100 EAST CARROLL STREET	SALISBURY	MD	21801	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$25,000
RANDOLPH AREA CHRISTIAN ASSISTANCE PROGRAM INC RACAP
307 PFIEL ST	SCHERTZ	TX	78154	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$10,000
SALVATION ARMY
615 SLATERS LANE	ALEXANDRIA	VA	22314	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
SERENDIPITY SANCTUARY INC
20288 BLUE RIDGE MOUNTAIN ROAD	PARIS	VA	20130	NONE	PF	FURTHERANCE OF CHARITABLE PURPOSES	$25,000
SHENANDOAH UNIVERSITY
1775 NORTH SECTOR COURT	WINCHESTER	VA	22601	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$50,000
SOLDIER'S ANGELS
2700 NE LOOP 410 SUITE 310	SAN ANTONIO	TX	78217	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$10,000
ST JUDE CHILDRENS HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$4,627
ST MARY'S HEALTH WAGON
PO BOX 7070	WISE	VA	24293	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$60,000
SUZANNE CROSSWHITE
855 JEFFERSON AVE	REDWOOD CITY	CA	94063	NONE	INDIVIDUAL PERSON	FURTHERANCE OF CHARITABLE PURPOSES	$5,200
THE AMERICAN CANCER SOCIETY INC
250 WILLIAMS STREET NW	ATLANTA	GA	30303	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
THE ELEPHANT SANCTUARY
PO BOX 393	HOHENWALD	TN	38462	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$10,000
THE ENTERTAINMENT INDUSTRY FOUNDATION
10880 WILSHIRE BLVD STE 1400	LOS ANGELES	CA	90024	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$25,000
THE FLORIDA CENTER FOR EARLY CHILDHOOD INC
4620 17TH STREET	SARASOTA	FL	34235	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$10,000
THE LAUREL CENTER INTERVENTION FOR DOMESTIC & SEXUAL VIOLENCE
PO BOX 14	WINCHESTER	VA	22604	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
THE MOTE MARINA LABORATORY
1600 KEN THOMPSON PKWY	SARASOTA	FL	34236	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
US SPACE & ROCKET CENTER EDUCATION FOUNDATION
ONE TRANQUILITY BASE	HUNTSVILLE	AL	35805	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$5,000
VAN WEZEL FOUNDATION INC
777 NORTH TAMIAMI TRAIL 3RD FLOOR	SARASOTA	FL	34236	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$25,000
WAKE FOREST-ROLESVILLE HIGH SCHOOL ATHLETIC BOOSTERS CLUB
PO BOX 285	WAKE FOREST	NC	27588	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$3,000
YOUTH FOR TOMORROW
11835 HAZEL CIRCLE DR	BRISTOW	VA	20136	NONE	PC	FURTHERANCE OF CHARITABLE PURPOSES	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$544,356	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,096	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$146,747	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$1,123,441	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$52,090	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,324,374	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,324,374	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 (PREPARATION OF FORM 990)	CategoryTxt
Amt	$7,335	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$7,335	DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxt	Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
DETAILS OF CONTROLLED ENTITIES	FORM 990-PF, PART VII-A, LINE 11	CONTROLLED ENTITY 1NAME OF THE ENTITY: WHITE BEAR LLCEIN: 54-1614786ADDRESS:14900 BOGLE DRIVE SUITE 204CHANTILLY, VA 20151CONTROLLED ENTITY 2NAME OF THE ENTITY: ROLLING-PULLERTON PHASE IV LLCEIN: 541614944ADDRESS: 14900 BOGLE DRIVE SUITE 204CHANTILLY, VA 20151
	GRANT REPORT	GRANT REPORT - DETAILS ON GRANTGRANTEE: SERENDIPITY SANCTUARY INC (PRIVATE FOUNDATION) 20288 BLUERIDGE MOUNTAIN RD, PARIS VA 20130 EIN: 54-1868641AMOUNT: $25,000 ON 10/08/2020PURPOSE: ANIMAL PROTECTION & WELFARE OPERATING EXPENSESREPORTS: NONEDIVERSIONS: TO THE KNOWLEDGE OF THE PRUITT FOUNDATION INC, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE.VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE MANAGEMENT OF SERENDIPITY SANCTUARY, THEREFORE NO INDEPENDENT VERIFICATION WAS MADE.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	BROKERAGE ACCOUNT - CORPORATE STOCK - CORPORATE BONDS	BondNm
EOY Book Value	$95,305	EOYBookValueAmt
EOYFMV	$143,750	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	BROKERAGE ACCOUNT - CORPORATE STOCK	StockNm
EOY Book Value	$2,435,832	EOYBookValueAmt
EOYFMV	$5,304,389	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BROKERAGE ACCOUNT - MONEY MARKET FUND	AT COST	$60,639	$60,639
BROKERAGE ACCOUNT- MUTUAL FUNDS	AT COST	$1,573,774	$1,777,529
LOANS ACQUIRED AS INVESTMENTS	AT COST	$157,499	$157,499
PRUITT CAPITAL PARTNERS, LLC (28% INTEREST HELD)	AT COST	$522,882	$522,822
ROLLING FULLERTON PHASE IV, LLC (99% INTEREST HELD)	AT COST	$713,261	$713,261
WHITE BEAR, LLC (99% INTEREST HELD)	AT COST	$593,325	$593,325

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$3,740	LegalFeesAmt
Net Investment Income	$3,740	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ADD'L FMV ON DATE OF CONTRIBUTION - ROLLING FULLERTON PHASE IV, LLC	$5,012,163	$5,012,163	$7,265,822
ADD'L FMV ON DATE OF CONTRIBUTION - WHITE BEAR, LLC	$7,695,438	$7,695,438	$6,012,005

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE	$1,263	$0	$0
REGISTRATION FEES	$25	$0	$0
INSURANCE	$12,016	$0	$0
BROKERAGE MANAGEMENT FEES	$36,678	$36,678	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1 - WHITE BEAR LLC	$598,401	$598,401	$598,401
FROM K-1 - ROLLING-FULLERTON PHASE IV LLC	$525,040	$525,040	$525,040

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTANT (PROGRAM MANAGEMENT )	$36,000	$0	$36,000
PARTNERSHIP INV EXPENSE	$2,333	$2,333	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD	$1,554	$1,554	$0
EXCISE TAX	$11,323	$0	$0