BETA

B M STANTON FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
B M STANTON FOUNDATION (EIN 54-6191995)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-03
IRS object ID
202041559349100424
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-03T18:01:07-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841595367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AMG NATIONAL TRUST BANKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16295 GREENWOOD PLAZA BLVDAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP801114908ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN546191995EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BM STANTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBMSTBusinessNameControlTxt
Phone7573684466PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1780 LYNNHAVEN PARKWAY SUITE 140AddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23452ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEIGH J CASONPersonNm
Person TitleTRUST OFFICERPersonTitleTxt
Phone7573684466PhoneNum
Signature2020-06-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY KAYE JOHNSTON CPAPreparerPersonNm
PTINP00359771PTIN
Phone3036942190PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,557,843FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,875DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,353DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$69,878GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$69,878GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$53,457NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$2,316NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$176,287GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,316CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$84,069TotalRevAndExpnssAmt
Total Net Invst Incm$83,547TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,164CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$8,639CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,525CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,295AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$405AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$16,421OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,421OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,285TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,355TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,930TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,285TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,355TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,930TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,216ExcessRevenueOverExpensesAmt
Net Investment Income$56,192NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$115,297SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$89,383SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$89,383SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$10,186AcctRcvblAmt
Acct Rcvbl BOY$10,186AcctRcvblBOYAmt
Acct Rcvbl EOY$10,186AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$10,186AcctRcvblEOYFMVAmt
Corporate Stock BOY$393,756CorporateStockBOYAmt
Corporate Stock EOY$404,454CorporateStockEOYAmt
Corporate Stock EOYFMV$423,274CorporateStockEOYFMVAmt
Other Investments BOY$213,750OtherInvestmentsBOYAmt
Other Investments EOY$213,750OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,035,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$732,989TotalAssetsBOYAmt
Total Assets EOY$717,773TotalAssetsEOYAmt
Total Assets EOYFMV$2,557,843TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$699,029CapitalStockBOYAmt
Capital Stock EOY$699,029CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$33,960RetainedEarningBOYAmt
Retained Earning EOY$18,744RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$732,989TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$717,773TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$732,989TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$717,773TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$732,989TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,216ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$717,773SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$717,773TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - AMG, SHORT TERMP$168,877$165,900$2,977$2,977
PUBLICLY TRADED SECURITIES - AMG, LONG TERMP$7,410$8,071-$661-$661
FieldValueIRS element (for citing)
Capital Gain Net Income$2,316CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,260AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,835,353NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.024660DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,955AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,852,430NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.022649DistributionYr2Rt
Adjusted Qlfy Distri Yr3$95,502AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,794,924NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053207DistributionYr3Rt
Adjusted Qlfy Distri Yr4$81,912AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,701,109NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048152DistributionYr4Rt
Adjusted Qlfy Distri Yr5$80,266AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,643,685NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048833DistributionYr5Rt
Total Distribution0.197501TotalDistributionRt
Average Distribution0.039500AverageDistributionRt
Net Vl Noncharitable Assets$1,995,383NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$78,818AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$562NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$79,380AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$71,930QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,124InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,124SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,124TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,035EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,035TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$89TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAMG NATIONAL TRUST BANKIndividualWithBooksNm
Phone7573684466PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1780 LYNNHAVEN PARKWAY SUITE 140AddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23452ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANE S MONROE
1317 KINGFISHER COURTVIRGINIA BEACHVA23451CHAIRMAN OF BOARD0.50$0$0$0
DOROTHY P MANNIX
405 55TH STREETVIRGINIA BEACHVA23451BOARD MEMBER0.00$0$0$0
ROBERT M STANTON
1016 CHUMLEY ROADVIRGINIA BEACHVA23451BOARD MEMBER0.00$0$0$0
AMG NATIONAL TRUST BANK
780 LYNNHAVEN PARKWAY STE 140VIRGINIA BEACHVA23452ACTING TRUSTEE0.50$10,164$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,923,430AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$102,340AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,025,770TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,025,770AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,387CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,995,383NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,769MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,769MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,124TaxBasedOnInvestmentIncomeAmt
Total Tax$1,124TotalTaxAmt
Distributable Before Adj$98,645DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$98,645DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$98,645DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,930ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$71,930QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$71,930AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,645DistributableAsAdjustedAmt
Undistributed Income PY$67,497UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$71,930QualifyingDistributionsAmt
Applied To Year1$67,497AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,433AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$94,212UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDIANE MONROERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11317 KINGFISHER COURTAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7573684466RecipientPhoneNum
Form And Info And MaterialsPROVIDE A LETTER STATING THE CHARITABLE PURPOSE OF THE FUND DRIVE AND MUST ALSO SUPPLY PROOF OF RECIPIENT'S TAX EXEMPTION UNDER IRS CODE SECTION 501(C)(3).FormAndInfoAndMaterialsTxt
Submission DeadlinesPRIOR TO OCTOBER 31ST OF EACH YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsCONTRIBUTIONS ARE MADE TO 501(C)3 ORGANIZATIONS LOCATED IN VIRGINIA BEACH, VA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AIDNOW
5401 ORNAMENTAL WAYVIRGINIA BEACHVA23455NONEPCCOMMUNITY$2,500
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303NONEPCHEALTH - HUMAN SERVICE$500
CAPE HENRY COLLEGIATE SCHOOL
1320 MILL DAM RDVIRGINIA BEACHVA23454NONEPCEDUCATION$5,000
CHESAPEAKE BAY ACADEMY
821 BAKER RDVIRGINIA BEACHVA23462NONEPCEDUCATION$23,700
CHESAPEAKE BAY WINE CLASSIC FOUNDATION
PO BOX 1175VIRGINIA BEACHVA22451NONEPCCOMMUNITY$5,000
EQUI-KIDS THERAPEUTIC RIDING PROGRAM
2626 HERITAGE PARK DRIVEVIRGINIA BEACHVA23456NONEPCEDUCATION - DEVELOPMENTALLY DISABLED SERVICES$1,500
HABITAT FOR HUMANITY OF SOUTH HAMPTON ROADS
900 TIDEWATER DRNORFOLKVA23504NONEPCHOUSING DEVELOPMENT - COMMUNITY$1,000
HAMPTON ROADS COMMUNITY FOUNDATION
101 WEST MAIN STREET STE 4500NORFOLKVA23510NONEPCCOMMUNITY$2,100
I NEED A LIGHTHOUSE
2600 BARETT STVIRGINIA BEACHVA23452NONEPCHEALTH - MENTAL HEALTH$1,000
NORFOLK SPORTS CLUB CHARITABLE & EDUCATIONAL FOUNDATION
PO BOX 12501NORFOLKVA23541NONEPCEDUCATION$1,500
SETON YOUTH SHELTERS
101 N LYNNHAVEN RD SUITE 101VIRGINIA BEACHVA23452NONEPCCOMMUNITY$7,500
ST JUDE CHILDREN'S HOSPITAL
2924 BROOK ROADRICHMONDVA23220NONEPCHEALTH AND HOSPITALITY$3,500
TEAM HOYT
1397 LASKIN ROADVIRGINIA BEACHVA23451NONEPCHUMAN SERVICES - MULTIPURPOSE$1,000
VIRGINIA BEACH COURT-APPOINTED SPECIAL ADVOCATES
JUVENILE AND DOMESTIC RELATIONSVIRGINIA BEACHVA23456NONEPCCHILDREN AND YOUTH SERVICES$5,000COURT 2425 NIMMO PARKWAY
VIRGINIA BEACH RESCUE SQUAD FOUNDATION
740 VIRGINIA BEACH BOULEVARDVIRGINIA BEACHVA23451NONEPCPUBLIC SAFETY$5,200
YWCA OF SOUTHERN HAMPTON ROADS
500 E PLUME ST STE 700NORFOLKVA23510NONEPCCOMMUNITY AND HEALTH$1,000
YWCA OF SOUTHERN HAMPTON ROADS - FIRST TEE OF HAMPTON ROADS
500 E PLUME ST STE 700NORFOLKVA23510NONEPCCOMMUNITY AND HEALTH$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,875ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$53,457ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,316ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,648ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,648TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Category2018 TAX & ACCOUNTING FEESCategoryTxt
Amt$2,700Amt
Net Investment Income$2,295NetInvestmentIncomeAmt
Disbursements Charitable Prps$405DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABERDEEN STANDARD PHYSICAL PLATINUM SHARES$5,195$5,910
AQR LONG-SHORT EQUITY FUND$19,955$20,722
I SHARES SILVER TRUST$5,370$5,588
ISHARES MSCI ACWI EX US INDEX FUND$94,923$98,731
ISHARES RUSSELL 1000 VALUE$8,319$9,144
ISHARES RUSSELL MIDCAP INDEX$28,325$30,704
ISHARES RUSSELL MIDCAP VALUE INDEX FUND$3,112$3,412
ISHARES TRUST 2000 VALUE$14,784$16,587
ISHARES TRUST RUSSELL 2000$16,844$16,567
SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BND$8,495$8,384
SPDR GOLD TRUST$5,246$5,287
SPDR S&P 500 ETF TRUST$74,842$83,684
VANGUARD INFLATION PROTECTED ADMIRAL$11,525$11,315
VANGUARD INTER-TERM TAX EXEMPT FUND$33,313$32,971
VANGUARD LTD TERM T/E FD-ADM #531$33,312$33,133
VANGUARD SHORT TERM INVESTMENT GRADE$14,185$14,607
VANGUARD TOTAL BOND MARKET$14,492$14,341
VANGUARD ULTRA-SHORT-TERM BND FND ADM$12,217$12,187

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BROOK RD (8211) LOT 1, RICHMOND, VAAT COST$31,500$1,150,000
BROOK RD (8201) LOT 3, RICHMOND, VAAT COST$47,250$750,000
BROOK RD (8201) LOT 5, RICHMOND, VAAT COST$135,000$135,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescRENTAL EXPENSESDesc
Revenue And Expenses Per Books$16,421RevenueAndExpensesPerBooksAmt
Net Investment Income$16,421NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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