THE LEEPS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE LEEPS FOUNDATION INC (EIN 54-1975226)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-04
- IRS object ID
- 202011569349100916
- 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
- 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 | 2020-06-04T14:06:45-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN ALDRIDGE | PreparerPersonNm |
| PTIN | P00615668 | PTIN |
| Phone | 5403450936 | PhoneNum |
| Preparation | 2020-05-19 | PreparationDt |
| 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 | $1,089,701 | 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 | $25,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,784 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,030 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,030 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,814 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,814 | 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 | $1,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,785 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,039 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $876 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,114 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,751 | CashBOYAmt |
| Cash EOY | $26,538 | CashEOYAmt |
| Cash EOYFMV | $26,538 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $66,607 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,141 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $296,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $217,442 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $500,560 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $430,008 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $383,347 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $388,691 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,774 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,771 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,771 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $818,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $801,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,089,701 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $818,316 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $801,239 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $818,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $801,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $818,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $801,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $818,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,476 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,672 | OtherIncreasesAmt |
| Subtotal | $801,512 | SubtotalAmt |
| Other Decreases | $273 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $801,239 | 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 | $8,607 | $10,780 | -$2,173 | -$2,173 | |
| PUBLICLY TRADED SECURITIES | $264,105 | $244,871 | $19,234 | $19,234 | |
| CAPITAL GAINS DIVIDENDS | $1,969 | $1,969 | $1,969 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,030 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,060 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,042,821 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052799 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,070 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,026,748 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052661 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,031 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,008,243 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056565 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,422 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,055,775 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057230 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,861 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,088,310 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050409 | DistributionYr5Rt |
| Total Distribution | 0.269664 | TotalDistributionRt |
| Average Distribution | 0.053933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,046,163 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,423 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $376 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,799 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,035 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $752 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $752 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8 | OverpaymentAmt |
| Applied To ES Tax | $8 | 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 | $942,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,892 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,062,094 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,062,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,046,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $752 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $752 | TotalTaxAmt |
| Distributable Before Adj | $51,556 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,556 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,556 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,035 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,556 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $943 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,139 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,053 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,678 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,886 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,556 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,479 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,365 | 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 | $943 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,139 | ExcessFromYear4Amt |
| Excess From Year3 | $7,053 | ExcessFromYear3Amt |
| Excess From Year2 | $4,073 | ExcessFromYear2Amt |
| Excess From Year1 | $3,678 | ExcessFromYear1Amt |
| Excess From Current Year | $3,479 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| BLUE & GRAY SEARCH & RESCUE DOGS | |||||||
| PO BOX 710 | HARRISONBURG | VA | 22803 | PC | PURCHASE AGILITY EQUIPMENT FOR NEW DOG TRAINING CERTIFICATION REQUIREMENTS. | $1,000 | |
| BLUE RIDGE CENTER FOR THERAPEUTIC HORSEMANSHIP | |||||||
| PO BOX 438 | BOYCE | VA | 22620 | PC | DONATION TO PURCHASE NEW STORAGE BUILDING FOR FACILITY- STORE TACK BLANKETS ETC. | $1,000 | |
| BROOK HILL RETIREMENT CENTER FOR HORSES | |||||||
| 7289 BELLEVUE ROAD | FOREST | VA | 24551 | PC | SCHOLARSHIPS FOR AT-RISK TEENS TO DEVELOP LIFE SKILLS. | $2,000 | |
| CHECKPOINT ONE | |||||||
| PO BOX 280 | DOSWELL | VA | 23047 | 501(C)3 CHARITY | DONATION TO ASSIST IN FUNDING OF MENTAL HEALTH SESSIONS FOR 1ST RESPONDERS & MILITARY VETS. | $500 | |
| EQUI-KIDS THERAPUTIC RIDING PROGRAM | |||||||
| 2626 HERITAGE PARK DRIVE | VIRGINIA BEACH | VA | 23456 | PC | FUND 2 WOUNDED WARRIORS FOR EQUI-VET RIDING PROGRAM. | $1,000 | |
| GRAZ'N ACRES TRC | |||||||
| 14492 IVOR ROAD | SEDLEY | VA | 23878 | PC | DONATION TO PURCHASE FARM AND BARN MAINTENANCE EQUIPMENT. | $500 | |
| 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 FOR PARTIAL SCHOLARSHIP OF ONE CHILD FOR 1 ON 1 SESSIONS. | $2,000 | |
| LOUDOUN THERAPEUDIC RIDING INC | |||||||
| 41580 SUNDAY MORNING LANE | LEESBURG | VA | 20176 | PC | FUNDING TO TAKE PONY FOR PONY TAILS READING PROGRAM TO LIBRARIES AND HEAD-START TO MOTIVATE READING. | $1,250 | |
| NEW FREEDOM FARM | |||||||
| 6118 LITHIA RD | BUCHANAN | VA | 24066 | PC | COVER FOR ROUND TRAINING PEN FOR TAMING WILD MUSTANGS FROM BLM. | $2,000 | |
| NORTHERN VIRGINIA THERAPEUTIC RIDING PROGRAM | |||||||
| 6429 CLIFTON ROAD | CLIFTON | VA | 20124 | 501(C)3 CHARITY | FUNDING FOR AT-RISK YOUTH OF 2ND STORY PARTNERSHIP-THERAEUTIC RIDING. | $1,000 | N/A |
| RAINBOW THERAPEUTIC EQUESTRIANS | |||||||
| PO BOX 479 | HAYMARKET | VA | 20168 | PC | FUNDING FOR EQUINE ALTERNATIVE THERAPY FOR FARQUIER CO. STUDENTS WITH DELAYED DEVELOPMENT SKILLS. | $1,000 | |
| SIMPLE CHANGES INC | |||||||
| PO BOX 991 | LORTON | VA | 22199 | 501(C)3 CHARITY | OFFSET COSTS FOR PROGRAM FOR SENIORS WITH DEMENTIAL GROUNDWORK. | $1,500 | N/A |
| ST FRANCIS SERVICE DOG FOUNDATION | |||||||
| PO BOX 19538 | ROANOKE | VA | 24019 | PC | BUY CRATES, LEASHES, ETC. FOR NEW SERVICE DOG OWNERS. | $2,000 | |
| TRAV | |||||||
| 2728 GUILFORD AVE | ROANOKE | VA | 24015 | PC | SCHOLARSHIPS FOR STATE TRAV SHOW AND EDUCATIONAL WORKSHOPS. | $500 | |
| UNTAMED SPIRIT THERAPEUTIC RIDING PROGRAM | |||||||
| 3943 DAWLEY ROAD | VIRGINIA BEACH | VA | 23457 | PC | PURCHASE 2 LOADS OF HAY TO FEED THERAPY HORSES FOR THE WINTER. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,250 | 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 | $25,784 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,030 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,814 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,814 | 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 | $1,785 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,785 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $383,347 | EOYBookValueAmt |
| EOYFMV | $388,691 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $217,442 | EOYBookValueAmt |
| EOYFMV | $500,560 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $1,774 | BOYBookValueAmt |
| EOY Book Value | $2,771 | EOYBookValueAmt |
| EOYFMV | $2,771 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXED PER 1099 BUT NOT YET RECEIVED | Desc |
| Amt | $273 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TREASURER OF VIRGINIA - LICENSE FEE | $25 | $0 | $0 |
| ACCRUED INTEREST PURCHASED | $1,114 | $1,114 | $0 |
| BANK FEES - CUSTOM CHECKS | $201 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN YEAR END ACCRUED INCOME VALUE | $997 |
| INCOME TAXED IN PRIOR YEAR NOT RECEIVED UNTIL CURRENT YEAR | $197 |
| INCOME MODIFICATION ADJUSTMENTS NOT ON 1099 | $478 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NBB TRUSTEE FEES | CategoryTxt |
| Amt | $6,039 | Amt |
| Net Investment Income | $6,039 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2018 BALANCE DUE 990PF PAYMENT | $79 | $0 | $0 |
| 2019 990PF ESTIMATED TAX PAYMENTS | $760 | $0 | $0 |
| FOREIGN TAXES PAID | $37 | $37 | $0 |
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