HJH FOUNDATION 501 C 3: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HJH FOUNDATION 501 C 3 (EIN 54-2009003)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-17
- IRS object ID
- 202011389349100151
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-17T13:03:08-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY R ROGERS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1081 CLOVERHILL BLVD | AddressLine1Txt |
| City | FOREST | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542009003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJH Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HJHF | BusinessNameControlTxt |
| Phone | 4345251028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 228 | AddressLine1Txt |
| City | Forest | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jimmy N Thomas Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4345251028 | PhoneNum |
| Signature | 2020-05-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey R Rogers | PreparerPersonNm |
| PTIN | P00618216 | PTIN |
| Phone | 4345251218 | PhoneNum |
| Preparation | 2020-05-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $843,708 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $204,278 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,639 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $37,008 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,147 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $223 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $223 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $237,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,870 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,147 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $33 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $408 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,391 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $363,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,391 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $360,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$126,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,479 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,147 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,873 | CashBOYAmt |
| Cash EOY | $63,332 | CashEOYAmt |
| Cash EOYFMV | $63,332 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $793,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $677,553 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $780,376 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $830,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $740,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $843,708 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $830,029 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $740,885 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $830,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $740,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $830,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $740,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $830,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$126,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,008 | OtherIncreasesAmt |
| Subtotal | $740,886 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $740,885 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10 CALLS REALTY INCOME CORP | P | 2019-06-21 | 2019-01-31 | $877 | $0 | $0 | $877 | $0 | $0 | $0 | $877 |
| 10 CALLS BB&T CORP | P | 2019-06-21 | 2019-03-01 | $244 | $0 | $0 | $244 | $0 | $0 | $0 | $244 |
| 10 CALLS REALTY INCOME CORP | P | 2019-09-20 | 2019-08-08 | $430 | $0 | $0 | $430 | $0 | $0 | $0 | $430 |
| 10 CALLS BB&T CORP | P | 2019-10-18 | 2019-09-12 | $477 | $0 | $0 | $477 | $0 | $0 | $0 | $477 |
| 500SHS REALTY INCOME CORP | P | 2019-05-10 | 2019-07-11 | $34,938 | $0 | $33,819 | $1,119 | $0 | $0 | $0 | $1,119 |
| 500SH PFIZER | P | 2001-05-18 | 2019-07-10 | $21,779 | $0 | $22,382 | -$603 | $0 | $0 | $0 | -$603 |
| 1000SH PFIZER | P | 2015-11-19 | 2019-07-10 | $43,558 | $0 | $32,010 | $11,548 | $0 | $0 | $0 | $11,548 |
| 1000SH BARRICK GOLD CORP | P | 2017-06-15 | 2019-06-25 | $15,915 | $0 | $15,630 | $285 | $0 | $0 | $0 | $285 |
| 1000SH BARRICK GOLD CORP | P | 2017-10-26 | 2019-06-25 | $15,915 | $0 | $14,880 | $1,035 | $0 | $0 | $0 | $1,035 |
| 500SH REALTY INCOME CORP | P | 2018-01-30 | 2019-09-20 | $37,466 | $0 | $25,964 | $11,502 | $0 | $0 | $0 | $11,502 |
| 500SH REALTY INCOME CORP | P | 2017-05-11 | 2019-09-20 | $37,466 | $0 | $27,390 | $10,076 | $0 | $0 | $0 | $10,076 |
| .615SH AMERICAN NATIONAL BANKSHARES | P | 2013-02-14 | 2019-04-01 | $21 | $0 | $3 | $18 | $0 | $0 | $0 | $18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,008 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,147 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $424,807 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $915,225 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.464156 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $117,142 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $914,720 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.128063 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $749,492 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055371 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,381 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $914,942 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044135 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,225 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $923,093 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047910 | DistributionYr5Rt |
| Total Distribution | 0.739635 | TotalDistributionRt |
| Average Distribution | 0.147927 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $813,489 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,337 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $675 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,012 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $360,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $675 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $675 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $675 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $685 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | false | 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 | Jimmy N Thomas Jr | IndividualWithBooksNm |
| Phone | 4345251028 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Fallen Oaks Lane | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24503 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Jimmy N Thomas Jr | ||||||||
| 1055 Fallen Oaks | Lynchburg | VA | 24503 | President | 1.00 | $0 | $0 | $0 |
| Rhonda P Thomas | ||||||||
| 1055 Fallen Oaks | Lynchburg | VA | 24503 | Sec./Treas | 1.00 | $0 | $0 | $0 |
| Jimmy N Thomas Sr | ||||||||
| 1101 Fallen Oaks | Lynchburg | VA | 24503 | Director | 0.25 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $775,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $825,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $825,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $813,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,674 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $675 | TotalTaxAmt |
| Distributable Before Adj | $39,999 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,999 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $360,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $360,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $675 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $360,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,999 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,147 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $425,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $541,247 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $360,900 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $320,901 | RemainingDistriFromCorpusAmt |
| Total Corpus | $862,148 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $862,148 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $116,147 | ExcessFromYear2Amt |
| Excess From Year1 | $425,100 | ExcessFromYear1Amt |
| Excess From Current Year | $320,901 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jimmy N Thomas Sr | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jimmy N Thomas Jr | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Fallen Oak Lane | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4345251028 | RecipientPhoneNum |
| Form And Info And Materials | Typed Description of Charitable Christian Activities | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Push The Rock | ||||||
| PO Box 95 | Emmaus | PA | 18049 | PC | To promote theword of Christ | $1,200 |
| Liberty University | ||||||
| 1971 UNIV BLVD | LYNCHBURG | VA | 24502 | PC | To promote theword of christ | $55,000 |
| Impact Church Forest | ||||||
| 14803 Forest Rd Unit 325 | Forest | VA | 24551 | PC | To promote theword of Christ | $300,000 |
| Evangelical Free Church of America | ||||||
| 901 East 78th Street | Minneapolis | MN | 55420 | PC | To promote theword of Christ | $3,000 |
| Awana | ||||||
| 1 East Bode Road | Streamwood | IL | 60107 | PC | To promote theword of Christ | $100 |
| Legacy Church Inc | ||||||
| 21115 Design Parc Lane | Estero | FL | 33928 | PC | To promote theword of Christ | $1,000 |
| Wheel Power | ||||||
| 402 Brookfield Rd | Lynchburg | VA | 24503 | PC | To promote theword of Christ | $500 |
| The Salvation Army | ||||||
| PO Box 12517 | Richmond | VA | 23241 | PC | To promote theword of Christ | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,639 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,862 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JIMMY AND RHONDA THOMAS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 FALLEN OAKS LANE | AddressLine1Txt |
| City | LYNCHBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Jeffrey R. Rogers Accounting & Tax | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9163 sh American National Bankshares Inc | $239,234 | $362,580 |
| 1000 sh Annaly Capital | $17,021 | $9,420 |
| 2650 sh Ares Capital | $58,524 | $49,423 |
| 1000 sh AT&T Inc | $33,730 | $39,080 |
| 714 sh Avid Bioservices Inc | $8,876 | $5,476 |
| 2000 sh Big 5 Sporting Goods | $30,710 | $6,000 |
| 1500 sh BP PLC | $58,071 | $56,610 |
| 2000 sh Cisco Systems Inc | $75,233 | $95,920 |
| 3000 sh Investcorp CR MGMT | $28,440 | $20,100 |
| 500 sh Kroger company | $11,805 | $14,495 |
| 800 sh Mannkind Corp | $20,361 | $1,032 |
| 1000 sh Pfizer Inc. | $30,030 | $39,180 |
| 1400 sh Sirius XM Holding | $8,838 | $10,010 |
| 1000 sh Tanger Factory Outlet | $24,750 | $14,730 |
| 1000 sh Truist Financial Corp. | $31,930 | $56,320 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Licenses | $25 | $25 |
| Bank Fees | $383 | $383 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of Capital | Desc |
| Revenue And Expenses Per Books | $223 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $223 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Capital Gains | Desc |
| Amt | $37,008 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $33 | Amt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
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