EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349103840
- Schema version
- 2019v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:15:50-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043715878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLACE BUSINESS ADVISORY SERVICES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1415 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 230611415 | 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 | 521205904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDGE HILL HOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDGE | BusinessNameControlTxt |
| Phone | 8046959079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5168 WEAVER LANE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM D WEAVERJR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8046959079 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL B BIONDOLILLO CPA | PreparerPersonNm |
| PTIN | P00423228 | PTIN |
| Phone | 8046930605 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 13:15:50 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 242D63EA6819683E56191DB5A244599B6C21ACCE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F44CE6E152120B9F45034EEB5B4AB540D4271E21 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $475,493 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,193 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,462 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,462 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,462 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,383 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,383 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $114,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,548 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,845 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,514 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,514 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,453 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,563 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,613 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,563 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,559 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,559 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,613 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,122 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,935 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,845 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,114 | CashBOYAmt |
| Cash EOY | $6,136 | CashEOYAmt |
| Cash EOYFMV | $6,136 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,975 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,975 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,028 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,052 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,368 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $252,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $224,179 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $397,822 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,457 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $40,364 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $41,192 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $72,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,591 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,124 | LandBOYAmt |
| Land EOY | $60,470 | LandEOYAmt |
| Total Assets BOY | $341,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $361,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $475,493 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $341,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $361,176 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $341,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $361,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $341,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $361,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $341,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $361,176 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $361,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AIR PDTS & CHEMICALS | P | 2019-02-06 | 2019-06-19 | $648 | $508 | $140 | $140 |
| AMERICAN TOWER | P | 2013-07-03 | 2019-04-02 | $1,366 | $504 | $862 | $862 |
| P | 2019-03-20 | $5,669 | $4,713 | $956 | $956 | ||
| STARBUCKS | P | 2019-01-09 | $2,536 | $2,291 | $245 | $245 | |
| BECTON DICKINSON | P | 2019-01-09 | 2019-04-02 | $1,255 | $1,132 | $123 | $123 |
| APPLE INC | P | 2019-04-02 | $1,165 | $879 | $286 | $286 | |
| FEDEX | P | 2019-04-02 | $1,290 | $1,616 | -$326 | -$326 | |
| UNION PACIFIC CORP | P | 2019-04-02 | $1,189 | $774 | $415 | $415 | |
| BERKSHIRE HATHAWAY | P | 2018-03-07 | 2019-01-30 | $1,023 | $1,014 | $9 | $9 |
| BAC MTN | P | 2014-10-14 | 2019-04-01 | $5,000 | $5,000 | ||
| GENERAL DYNAMICS | P | 2019-01-30 | $1,190 | $1,265 | -$75 | -$75 | |
| UNION PACIFIC CORP | P | 2015-07-08 | 2019-06-19 | $1,476 | $872 | $604 | $604 |
| CARMAX | P | 2019-01-09 | 2019-04-02 | $348 | $331 | $17 | $17 |
| BECTON DICK | P | 2014-07-09 | 2019-01-15 | $4,968 | $5,061 | -$93 | -$93 |
| ISHS U S HOME | P | 2019-02-27 | $4,897 | $4,013 | $884 | $884 | |
| UST FRN | P | 2018-10-19 | 2019-10-31 | $5,000 | $5,000 | ||
| ELECTRONIC ARTS | P | 2018-08-22 | 2019-01-30 | $3,407 | $4,952 | -$1,545 | -$1,545 |
| BROADCOM | P | 2018-01-24 | 2019-04-02 | $1,517 | $1,307 | $210 | $210 |
| JP MORGAN | P | 2019-01-30 | $1,043 | $717 | $326 | $326 | |
| VERIZON COMM | P | 2011-12-09 | 2019-03-11 | $4,062 | $4,000 | $62 | $62 |
| HALLIBURTON CO | P | 2019-04-17 | 2019-09-18 | $3,128 | $4,825 | -$1,697 | -$1,697 |
| BROOKFIELD | P | 2017-11-13 | 2019-01-30 | $1,257 | $1,264 | -$7 | -$7 |
| JOHNSON & JOHNSON | P | 2017-11-13 | 2019-04-02 | $1,378 | $1,390 | -$12 | -$12 |
| VERIZON COMM | P | 2011-12-09 | 2019-03-29 | $1,022 | $1,000 | $22 | $22 |
| LIBERTY BROADBAND | P | 2018-05-17 | 2019-04-02 | $1,020 | $791 | $229 | $229 |
| CME GROUP | P | 2019-04-02 | $1,682 | $1,071 | $611 | $611 | |
| MARKEL CORP | P | 2002-10-14 | 2019-04-02 | $980 | $202 | $778 | $778 |
| VISA INC | P | 2019-04-02 | $1,107 | $499 | $608 | $608 | |
| MARATHON PETRO | P | 2018-07-05 | 2019-04-02 | $1,019 | $1,177 | -$158 | -$158 |
| CAPITAL ONE | P | 2019-04-02 | $1,017 | $653 | $364 | $364 | |
| MARTIN MARIETTA | P | 2019-01-30 | $1,073 | $1,364 | -$291 | -$291 | |
| VISA INC | P | 2019-06-19 | $3,058 | $1,060 | $1,998 | $1,998 | |
| MONSTER BEV | P | 2018-05-30 | 2019-03-01 | $6,050 | $4,919 | $1,131 | $1,131 |
| CARMAX | P | 2017-11-13 | 2019-04-02 | $696 | $729 | -$33 | -$33 |
| MASTERCARD | P | 2017-11-13 | 2019-01-30 | $1,012 | $747 | $265 | $265 |
| VULCAN MATERIALS | P | 2017-11-29 | 2019-01-30 | $1,014 | $1,246 | -$232 | -$232 |
| STARBUCKS | P | 2018-08-08 | 2019-01-09 | $1,902 | $1,549 | $353 | $353 |
| CHEVRON | P | 2017-11-13 | 2019-01-30 | $1,122 | $1,172 | -$50 | -$50 |
| MERCK | P | 2015-06-03 | 2019-01-30 | $1,099 | $910 | $189 | $189 |
| ACCENTURE | P | 2017-11-13 | 2019-01-30 | $1,220 | $1,150 | $70 | $70 |
| ADOBE | P | 2019-04-02 | $1,359 | $474 | $885 | $885 | |
| CITIGROUP | P | 2019-01-30 | $1,273 | $1,359 | -$86 | -$86 | |
| MONDELEZ INC | P | 2015-02-18 | 2019-04-02 | $1,142 | $842 | $300 | $300 |
| ACCENTURE | P | 2019-04-02 | $1,228 | $480 | $748 | $748 | |
| ALIBABA GRP | P | 2018-02-21 | 2019-04-02 | $1,090 | $1,149 | -$59 | -$59 |
| CITIGROUP | P | 2019-07-10 | $7,842 | $5,631 | $2,211 | $2,211 | |
| NESTLE | P | 2019-01-30 | $1,302 | $1,216 | $86 | $86 | |
| ROUNDING | P | $5 | $5 | $5 | |||
| ALIBABA GRP | P | 2018-02-21 | 2019-10-23 | $3,570 | $4,021 | -$451 | -$451 |
| DANAHER CORP | P | 2017-11-13 | 2019-01-30 | $1,085 | $923 | $162 | $162 |
| SHERWIN WILLIAMS | P | 2018-02-21 | 2019-04-02 | $1,310 | $1,205 | $105 | $105 |
| ALPHABET INC | P | 2005-11-10 | 2019-04-02 | $1,199 | $192 | $1,007 | $1,007 |
| ECOLAB | P | 2019-02-20 | $2,482 | $1,869 | $613 | $613 | |
| SOURTHWEST | P | 2019-01-30 | $1,146 | $946 | $200 | $200 | |
| AMERICAN TOWER | P | 2017-11-13 | 2019-01-30 | $1,702 | $1,514 | $188 | $188 |
| ECOLAB | P | 2016-09-29 | 2019-06-19 | $749 | $484 | $265 | $265 |
| SOUTHWEST | P | 2019-02-06 | $5,165 | $3,879 | $1,286 | $1,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,703 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,393 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,564 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $457,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079911 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,044 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $441,090 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027305 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,387 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $404,471 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025680 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,840 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $415,466 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045347 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,452 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $308,929 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056492 | DistributionYr5Rt |
| Total Distribution | 0.234735 | TotalDistributionRt |
| Average Distribution | 0.046947 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $443,298 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,812 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $169 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,981 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,421 | 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 | $169 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $169 | SubtotalAmt |
| Tax Based On Investment Income | $169 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $169 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID BROWN | IndividualWithBooksNm |
| Phone | 8048151066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 157 | AddressLine1Txt |
| City | WHITE MARSH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23183 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM D WEAVERJR | |||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | PRESIDENT | 5.00 | $0 | $0 | $0 | |
| ROBERT L MARBLE | |||||||||
| PO BOX 1154 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| DAVID BROWN | |||||||||
| P O BOX 157 | WHITE MARSH | VA | 23183 | TREASURER | 5.00 | $0 | $0 | $0 | |
| MRS WILLIAM D WEAVER JR | |||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| F BRECKENRIDGE MONTAGUE | |||||||||
| PO BOX 695 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| ROBERT JOHNSON | |||||||||
| P O BOX 52 | WARE NECK | VA | 23178 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| WILLIAM LAWRENCE | |||||||||
| 6655 LS ISLAND LANE | GLOUCESTER | VA | 23061 | VP | 000.00 | $0 | $0 | $0 | |
| KENNETH GIBSON | |||||||||
| P O BOX 2346 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| CARLTON HOGGE | |||||||||
| 6725 CLIFFORD POINT LANE | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| RICKY WIATT | |||||||||
| P O BOX 651 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| MARTHA RHODES | |||||||||
| P O BOX 517 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| DAVID EVANS | |||||||||
| 7991 WATERSEDGE LANE | GLOUCESTER POINT | VA | 23062 | SECRETARY | 1.00 | $0 | $0 | $0 | P O BOX 428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTINUED PRESERVATION OF THE HISTORICAL STRUCTURE AND GROUNDS OF EDGE HILL HOUSE FOR THE BENEFIT OF THE GENERAL PUBLIC. | Description1Txt |
| Expenses1 | $8,149 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $441,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $450,049 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $450,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $443,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,122 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $34,299 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $42,421 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $169 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,252 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $42,421 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $42,421 | RemainingDistriFromCorpusAmt |
| Total Corpus | $42,421 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-02-06 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,845 | CurrentYearAmt |
| Year1 | $8,346 | Year1Amt |
| Year2 | $7,794 | Year2Amt |
| Year3 | $6,774 | Year3Amt |
| Total | $30,759 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,668 | CurrentYearAmt |
| Year1 | $7,094 | Year1Amt |
| Year2 | $6,625 | Year2Amt |
| Year3 | $5,758 | Year3Amt |
| Total | $26,145 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $42,421 | CurrentYearAmt |
| Year1 | $36,710 | Year1Amt |
| Year2 | $12,044 | Year2Amt |
| Year3 | $10,387 | Year3Amt |
| Total | $101,562 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $42,421 | CurrentYearAmt |
| Year1 | $36,710 | Year1Amt |
| Year2 | $12,044 | Year2Amt |
| Year3 | $10,387 | Year3Amt |
| Total | $101,562 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,777 | CurrentYearAmt |
| Year1 | $15,252 | Year1Amt |
| Year2 | $14,703 | Year2Amt |
| Year3 | $13,483 | Year3Amt |
| Total | $58,215 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GLOUCESTER WOMAN'S CLUB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1562 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UTILITIES TO MAINTAIN BLDG | GrantOrContributionPurposeTxt |
| Amt | $3,559 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,559 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,462 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,548 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| W E & M T BELVIN CHARITABLE TRUST | |||||||
| 1 | CHESAPEAKE INVESTMENT GROUP | 97 N MAIN STREET P O BOX 1419 | KILMARNOCK | VA | 22482 | $2,168 | Yes (X) |
| MSIN STREET PRESERVATION TRUST | |||||||
| 2 | 6882 MAIN STREET | GLOUCESTER | VA | 23061 | $10,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FILE CABINET | 2006-09-25 | $325 | $325 | 200DB | 7.0000 | |
| 5 FOLDING CHAIRS | 2006-10-31 | $462 | $462 | 200DB | 7.0000 | |
| CHAIR LIFT | 2015-07-21 | $9,730 | $8,210 | 200DB | 7.0000 | $435 |
| HIGHWAY MAKER | 2015-12-22 | $1,745 | $1,141 | 150DB | 15.0000 | $60 |
| BATHROOM PROJECT | 2019-05-01 | $59,799 | S/L | 39.0000 | $958 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 APPLE INC | $5,084 | $5,281 |
| 5000 ABBVIE INC | $4,990 | $5,009 |
| 5000 BANK OF AMERICA CORP | ||
| 5000 BECTON DICKINSON & CO | ||
| 5000 BLACKROCK INC | $5,044 | $5,310 |
| 5000 SMUCKER JM CO | $5,070 | $5,127 |
| 5000 SYSCO CORP | $5,029 | $5,019 |
| 5000 VERIZON COMMUNICATIONS INC | ||
| 5000 APPLIED MATERIALS | $5,009 | $5,309 |
| 5000 GOLDMAN SACHS GROUP | $5,020 | $5,037 |
| 5000 CVS HEALTH CORP | $5,118 | $5,100 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3SH AMAZON.COM | $553 | $5,544 |
| 105SH CARMAX INC | $2,711 | $9,205 |
| 108SH ANHEUSER BUSCH INBEV BOUGHT 5 | $9,155 | $8,860 |
| 70 SH NESTLE S A SPNSD ADR -SOLD 15 | $4,136 | $7,578 |
| 40SH PEPSICO INC | $2,548 | $5,467 |
| 40SH CHEVRON CORP-SOLD 10 | $2,756 | $4,820 |
| 49SH BERKSHIRE HATHAWAY INC-SOLD 5S | $3,726 | $11,099 |
| 225SH BROOKFIELD ASSET MGMT-SOLD 30 | $3,657 | $13,005 |
| 28 SH CME GROUP-SOLD 10 SH | $2,050 | $5,620 |
| 87SH CAPITAL ONE-SOLD 12 | $3,944 | $8,953 |
| 130SH CITIGROUP INC-SOLD | ||
| 345SH ISHARES FLOATING | $17,518 | $17,567 |
| 70SH JP MORGAN CHASE-BOUGHT 5 SH | $4,013 | $9,758 |
| 9SH MARKEL CORP-SOLD 1 SHARE | $1,818 | $10,289 |
| 60SH JOHNSON & JOHNSON-SOLD 10 | $3,984 | $8,752 |
| 85SH DANAHER CORP-SOLD 10 | $2,042 | $13,046 |
| 50SH ACCENTURE PLC IRELAND SOLD 15 | $1,927 | $10,529 |
| 25SH APPLE INC SOLD 6SH | $266 | $7,341 |
| 4SH ALPHABET INC CL C-SOLD 1 | $691 | $5,348 |
| 5SH ALPHABET INC CL A | $886 | $6,697 |
| 56SH VISA INC CLASS A-SOLD 25 | $1,067 | $10,522 |
| 56SH LIBERTY BROADBAND-SOLD 11 | $3,070 | $7,042 |
| 58SH AMERICAN TOWER CORP -SOLD17 S | $1,833 | $13,330 |
| 82SH MONDELEZ INTERNATIONAL-SOLD 23 | $3,001 | $4,517 |
| 75SH MERCK & COMPANY SOLD 15 | $4,498 | $6,821 |
| 39SH UNION PACIFIC CORP-SOLD 16 | $3,703 | $7,051 |
| 150SH ISHARES INTERM GOVT | $16,524 | $16,899 |
| 140SH ISHARES U S HOME-SOLD | ||
| 123SH MARATHON PETRO BOUGHT 28 | $5,357 | $7,411 |
| 30SH FEDEX CORP- SOLD 7 | $4,925 | $4,536 |
| 23SH GENERAL DYNAMICS CORP SOLD 7 | $3,085 | $4,056 |
| 110SH SOUTHWEST AIRLINES-SOLD | ||
| 37SH ADOBE SYSTEMS INC.-SOLD 5 | $3,287 | $12,203 |
| 35SH FACEBOOK-SOLD | ||
| 35SH MASTERCARD INC SOLD 5SH | $3,579 | $10,451 |
| 26SH ECOLAB INC-SOLD 19 | $3,149 | $5,018 |
| 23SH MARTIN MARIETTA MAT SOLD 6 SH | $4,782 | $6,432 |
| 60SH NIKE INC CL B-SOLD 15 | $3,154 | $6,079 |
| 160SH VANGUARD INTERMEDIATE TERM | $14,067 | $14,613 |
| 14SH SHERWIN WILLIAMS CO-SOLD 3 | $4,846 | $8,170 |
| 70SH STARBUCKS CORP-SOLD | ||
| 30SH VULCAN MATERIALS CO- SOLD 10 | $3,737 | $4,320 |
| 39SH ELECTRONIC ARTS INC-SOLD | ||
| 32SH HOME DEPOT- BOUGHT 5 | $5,681 | $6,988 |
| 95SH MONSTER BEVERAGE CORP-SOLD | ||
| 55SH EOG RESOURCES INC-BOUGHT 10 | $5,744 | $4,607 |
| 23SH BECTON DICKINSON-BOUGHT 1 | $4,968 | $6,255 |
| 80SH CVS HEALTH CORP-BOUGHT 20 | $6,213 | $5,943 |
| 38SH HONEYWELL INTL INC BOUGHT 5 | $5,398 | $6,726 |
| 27SH ALIBABA GROUP-SOLD | ||
| 15SH BROADCOM INC-SOLD 5 | $3,921 | $4,740 |
| 50SH MICROSOFT CORP | $4,977 | $7,885 |
| 63 T-MOBILE US | $5,242 | $4,940 |
| 47 WALT DISNEY | $5,341 | $6,798 |
| 121 TJX COS INC NEW | $6,825 | $7,388 |
| 125 SCHWAB CHARLES CORP | $4,997 | $5,945 |
| 102 WELLS FARGO | $5,099 | $5,488 |
| 22 AIR PRODUCTS & CHEMICALS | $3,723 | $5,170 |
| ROUNDING | $5 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,052 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,368 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDING AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $72,061 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $11,591 | AccumulatedDepreciationAmt |
| Book Value | $60,470 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE SUPPLIES | $212 | |
| INSURANCE | $2,801 | $2,801 |
| REPAIRS TO THE BUILDING | $640 | $640 |
| SECURITY | $620 | $620 |
| LANDSCAPING & LAWNCARE | $502 | $502 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $5,514 | Amt |
| Net Investment Income | $5,514 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H | $99 | $99 |
| TAX | $28 | |
| FRANCHISE & REGISTRATION | $25 |
Comments