DENTON FAMILY CHARITABLE FOUNDATION LTD: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DENTON FAMILY CHARITABLE FOUNDATION LTD (EIN 54-1349360)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-17
- IRS object ID
- 202022309349100407
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T08:30:58-05:00 | 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 | 1909 FINANCIAL DRIVE | AddressLine1Txt |
| City | HARRISONBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22801 | 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 | 541349360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTON FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENT | BusinessNameControlTxt |
| Phone | 5402340602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 632 | AddressLine1Txt |
| City | HARRISONBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI LYNN DENTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5402340602 | PhoneNum |
| Signature | 2020-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD YANCEY | PreparerPersonNm |
| PTIN | P00393042 | PTIN |
| Phone | 5404346736 | PhoneNum |
| Preparation | 2020-08-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 206.248.228.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-12 | IPDt |
| IP Tm | 11:59:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4B1EF21BC576591BFB75E8AA5EDCB7C2ACA8A1C6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 66C1D849CCB7FF5E3E8C9264122C9FE81EB594E1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,718,983 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $90,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,905 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $90,905 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $344,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,611 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,797 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $37,797 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $160,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,516 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $128,702 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,839 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,839 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,237 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,237 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,919 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,629 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,629 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,624 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,516 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $128,702 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,198 | CashBOYAmt |
| Cash EOY | $131,381 | CashEOYAmt |
| Cash EOYFMV | $131,381 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $325 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $3,406 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,261 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,485,173 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,525,341 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,525,341 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,560,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,718,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,718,983 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $497 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $552 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $552 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,559,605 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,718,431 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,559,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,718,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,560,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,718,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,559,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,786 | ExcessRevenueOverExpensesAmt |
| Other Increases | $161,612 | OtherIncreasesAmt |
| Subtotal | $1,718,431 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,718,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $139 | $156 | -$17 | -$17 |
| PUBLICLY TRADED SECURITIES | P | $344,565 | $312,937 | $31,628 | $31,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,611 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $145,335 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,691,026 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085945 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $187,296 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,720,125 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108885 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,681 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,608,813 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073148 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,138 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,427,731 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069437 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $104,569 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,373,298 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076144 | DistributionYr5Rt |
| Total Distribution | 0.413559 | TotalDistributionRt |
| Average Distribution | 0.082712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,657,664 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $137,109 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,225 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138,334 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $163,099 | 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 | $1,225 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,225 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,225 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $112 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DENTONFAMILYFOUNDATION.NET | WebsiteAddressTxt |
| Individual With Books | LINDA DENTON | IndividualWithBooksNm |
| Phone | 5404879501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65 | AddressLine1Txt |
| City | PENN LAIRD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22846 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TERRI DENTON | ||||||||
| PO BOX 632 | HARRISONBURG | VA | 22803 | PRESIDENT/EXECUTIVE DIRECTOR | 5.00 | $24,000 | $18,839 | $0 |
| E WARREN DENTON III | ||||||||
| PO BOX 65 | PENN LAIRD | VA | 22846 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| LINDA DENTON | ||||||||
| PO BOX 65 | PENN LAIRD | VA | 22846 | DIRECTOR | 1.00 | $13,000 | $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 | $1,605,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,682,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,682,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,657,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,225 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,225 | TotalTaxAmt |
| Distributable Before Adj | $81,658 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,658 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,658 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,099 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $163,099 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,225 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $161,874 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,658 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,862 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,139 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,980 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,696 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,004 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $270,681 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,658 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,441 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $352,122 | 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 | $36,862 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $315,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,139 | ExcessFromYear4Amt |
| Excess From Year3 | $37,980 | ExcessFromYear3Amt |
| Excess From Year2 | $103,696 | ExcessFromYear2Amt |
| Excess From Year1 | $63,004 | ExcessFromYear1Amt |
| Excess From Current Year | $81,441 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | PC | MEDICAL RESEARCH AND ASSISTANCE | $500 |
| ASBURY UNITED METHODIST CHURCH | ||||||
| 205 S MAIN ST | HARRISONBURG | VA | 22801 | PC | CHURCH | $300 |
| BIG BROTHERS BIG SISTERS OF HARRISONBURG-ROCKINGHAM COUNTY | ||||||
| 225 N HIGH STREET | HARRISONBURG | VA | 22802 | PC | MENTOR CHILDREN | $23,600 |
| BLUE RIDGE AREA FOOD BANK | ||||||
| PO BOX 937 | VERONA | VA | 24482 | PC | FOOD BANK | $1,500 |
| BOLAR VOLUNTEER RESCUE SQUAD | ||||||
| 1099 ROBINSON LANE | WARM SPRINGS | VA | 24484 | PC | VOLUNTEER RESCUE SQUAD | $100 |
| CAT'S CRADLE | ||||||
| 122 S MAIN STREET | HARRISONBURG | VA | 22801 | PC | CAT RESCUE | $100 |
| COLLINS CENTER | ||||||
| 217 S LIBERTY STREET | HARRISONBURG | VA | 22801 | PC | SEXUAL ASSAULT ASSISTANCE | $100 |
| COMMUNITY FOUNDATION | ||||||
| 311 S MAIN ST ST 2 | HARRISONBURG | VA | 22801 | PC | MANAGE COMMUNITY CHARITIES | $1,000 |
| EXPLORE MORE DISCOVERY MUSEUM | ||||||
| 150 SOUTH MAIN STREET | HARRISONBURG | VA | 22801 | PC | MUSEUM FOR CHILDREN | $1,500 |
| FAITH MISSION HOME | ||||||
| 3540 MISSION HOME LANE | FREE UNION | VA | 22940 | PC | ASSISTANCE TO HANDICAPPED INDIVIDUALS | $1,000 |
| FIRST TEE PROGRAM | ||||||
| 690 GARBERS CHURCH RD | HARRISONBURG | VA | 22801 | PC | YOUTH GOLF PROGRAM | $600 |
| FORT HARRISON INC | ||||||
| 335 MAIN STREET | DAYTON | VA | 22821 | PC | HISTORICAL PRESERVATION | $75 |
| FRIENDSHIP INDUSTRIES INC | ||||||
| 801 FRIENDSHIP DRIVE | HARRISONBURG | VA | 22802 | PC | CREATE EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES | $200 |
| HARDY COUNTY COMMUNITY FOUNDATION | ||||||
| 229 EAST MARTIN STREET | MARTINSBURG | WV | 25401 | PC | MANAGE COMMUNITY CHARITIES | $200 |
| HARRISONBURG DOWNTOWN RENAISSANCE | ||||||
| 212 SOUTH MAIN ST | HARRISONBURG | VA | 22801 | PC | PROVIDES MONEY FOR DOWNTOWN RENAISSANCE FOR REVITALIZATION SPONSORSHIP- | $2,000 |
| HARRISONBURG EDUCATION FUND | ||||||
| 205 S MAIN ST | HARRISONBURG | VA | 22801 | PC | EDUCATION | $500 |
| HARRISONBURG FARMERS MARKET | ||||||
| 228 SOUTH LIBERTY STREET | HARRISONBURG | VA | 22801 | PC | PROVIDE ACCESS TO AGRICULTURAL GOODS | $900 |
| HARRISONBURG HIGH SCHOOL | ||||||
| 1001 GARBER CHURCH RD | HARRISONBURG | VA | 22801 | PC | SCHOOL | $500 |
| HARRISONBURG RESCUE SQUAD | ||||||
| 1700 RESERVOIR ST | HARRISONBURG | VA | 22801 | PC | VOLUNTEER RESCUE SQUAD | $1,700 |
| HARRISONBURG ROCKINGHAM SOCIAL SERVICES DISTRICT | ||||||
| PO BOX 809 | HARRISONBURG | VA | 22803 | PC | WELLFARE FOR ELDERLY AND DISABLED | $1,000 |
| HARRISONBURG-ROCKINGHAM CHILD DAY CARE CENTER | ||||||
| 281 EAST MARKET STREET | HARRISONBURG | VA | 22801 | PC | CHILD CARE | $2,000 |
| HARRISONBURG-ROCKINGHAM FREE CLINIC | ||||||
| 25 WEST WATER STREET | HARRISONBURG | VA | 22801 | PC | PROVIDE AFFORDABLE, SUSTAINABLE HEALTH CARE SERVICES FOR LOW INCOME AND UNINSURED ADULTS | $500 |
| HARRISONBURG-ROCKINGHAM HISTORICAL SOCIETY | ||||||
| 382 HIGH STREET | DAYTON | VA | 22821 | PC | MANAGES MUSEUM | $100 |
| HOPE DISTRIBUTED | ||||||
| 1869 BOYERS ROAD | ROCKINGHAM | VA | 22801 | PC | PROVIDE FOOD AND CLOTHING | $500 |
| HOSE COMPANY NO 4 | ||||||
| 210 E ROCK STREET | HARRISONBURG | VA | 22802 | PC | VOLUNTEER FIRE DEPARTMENT | $500 |
| KERUS GLOBAL EDUCATION | ||||||
| 245 NEWMAN AVE | HARRISONBURG | VA | 22801 | PC | WORLD PUBLIC HEALTH & EDUCATION | $300 |
| MILL CREEK CHURCH OF THE BRETHREN | ||||||
| 7600 PORT REPUBLIC ROAD | PORT REPUBLIC | VA | 24471 | PC | CHURCH | $200 |
| MOUNT SOLON FIRE AND RESCUE | ||||||
| 86 EMMANUEL CHURCH ROAD | MOUNT SOLON | VA | 22843 | PC | VOLUNTEER FIRE DEPARTMENT AND RESCUE SQUAD | $100 |
| MULHENBERG LUTHERAN CHURCH | ||||||
| 281 EAST MARKET ST | HARRISONBURG | VA | 22801 | PC | CHURCH | $900 |
| NEW CREATION | ||||||
| 3501 S MAIN ST | HARRISONBURG | VA | 22801 | PC | COMBAT HUMAN TRAFFICKING | $400 |
| OASIS FINE ARTS & CRAFTS | ||||||
| 103 S MAIN ST | HARRISONBURG | VA | 22801 | PC | PROMTES LOCAL ARTISIANS | $500 |
| OPEN DOORS INC | ||||||
| 176 WEST MARKET STREET | HARRISONBURG | VA | 22801 | PC | HOMELESS SHELTER | $500 |
| OUR COMMUNITY PLACE | ||||||
| 17 EAST JOHNSON STREET | HARRISONBURG | VA | 22802 | PC | COMMUNITY WELFARE | $2,000 |
| PLEASANT VIEW | ||||||
| 14883 SPAR MINE ROAD | TIMBERVILLE | VA | 22853 | PC | LOCATE CAREER OPPORTUNITIES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES | $100 |
| REDEEMER CLASSICAL SCHOOL | ||||||
| PO BOX 737 | HARRISONBURG | VA | 22803 | PC | EDUCATION | $100 |
| RMH FOUNDATION | ||||||
| 2010 HEALTH CAMPUS DRIVE | HARRISONBURG | VA | 22801 | PC | NON PROFIT HOSPITAL | $750 |
| ROBERTA WEBB CHILD CARE CENTER | ||||||
| 100 MOUNT CLINTON PIKE | HARRISONBURG | VA | 22802 | PC | AFFORDABLE CHILD CARE | $500 |
| ROCKINGHAM COUNTY PUBLIC SCHOOLS | ||||||
| 100 MT CLINTON PIKE | HARRISONBURG | VA | 22802 | PC | EDUCATION | $1,500 |
| ROCKINGHAM EDUCATIONAL FOUNDATION | ||||||
| 100 MOUNT CLINTON PIKE | HARRISONBURG | VA | 22802 | PC | EDUCATION SUPPORT | $150 |
| SALVATION ARMY | ||||||
| 185 ASHBY AVE | HARRISONBURG | VA | 22801 | PC | FEED HUNGRY | $6,600 |
| SCHOLARS LATINO INITIATIVE | ||||||
| PO BOX 2734 | HARRISONBURG | VA | 22801 | PC | CREATE COLLEGE OPPORTUNITIES FOR FIRST-GENERATION LATINO STUDENTS | $500 |
| SHENANDOAH VALLEY BUILDERS ASSOCIATION | ||||||
| PO BOX 1286 | HARRISONBURG | VA | 22803 | PC | REAL ESTATE EDUCATION AND NETWORKING | $500 |
| SONS OF CONFEDERATE VETERANS | ||||||
| PO OX 59 | COLUMBIA | TN | 38402 | PC | HISTORICAL PRESERVATION | $1,000 |
| ST STEPHENS UCC | ||||||
| 358 SOUTH MAIN | HARRISONBURG | VA | 22801 | PC | CHURCH | $1,000 |
| STILL MEADOWS ENRICHMENT CENTER & CAMP | ||||||
| 11912 HOLLAR SCHOOL ROAD | LINVILLE | VA | 22834 | PC | NONPROFIT CAMP FOR THE DISABLED | $1,000 |
| TENTH LEGION BETHLEHEM CHURCH | ||||||
| 11923 NORTH VALLEY PIKE | BROADWAY | VA | 22815 | PC | CHURCH | $100 |
| THE ARC OF HARRISONBURG AND ROCKINGHAM COUNTY | ||||||
| 620 SIMMS AVE | HARRISONBURG | VA | 22802 | PC | SUPPORTS PEOPLE WITH DISABILITIES | $950 |
| VALLEY PROGRAM FOR AGING SERVICES | ||||||
| 325 PINE AVENUE | WAYNESBORO | VA | 22980 | PC | SUPPORT ELDER INDIVIDUALS | $1,000 |
| VIRGINIA HEADWATERS COUNCIL | ||||||
| 801 HOPEMAN PARKWAY | WAYNESBORO | VA | 22980 | PC | BOY SCOUTS OF AMERICA COUNCIL | $1,000 |
| VIRGINIA MILITARY INSTITUTE | ||||||
| 319 LETCHER AVENUE | LEXINGTON | VA | 24450 | PC | SCHOOL | $300 |
| WAY TO GO | ||||||
| 317 S MAIN STREET | HARRISONBURG | VA | 22803 | PC | PROVIDE TRANSPORTATION TO LOW-INCOME WORKERS | $1,200 |
| WOODBINE CEMETERY | ||||||
| 410 NEFF AVENUE | HARRISONBURG | VA | 22801 | PC | CEMETERY | $1,200 |
| WOUNDED WARRIORS PROJECT | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | VETERAN ASSISTANCE | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,475 | 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 | $90,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,611 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 02 | ExclusionCd |
| Exclusion | $37,797 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $160,313 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,313 | 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 FEES | CategoryTxt |
| Amt | $11,237 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,237 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $62,261 | EOYBookValueAmt |
| EOYFMV | $62,261 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,525,341 | BookValueAmt |
| EOYFMV | $1,525,341 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GOLF TOURNAMENT EXPENSES | $21,994 | $0 | $0 | $21,994 |
| VOLUNTEER RECOGNITION | $1,329 | $0 | $0 | $1,329 |
| ADVERTISING | $2,648 | $0 | $0 | $2,648 |
| OFFICE SUPPLIES | $616 | $0 | $0 | $616 |
| MISCELLANEOUS | $12 | $0 | $0 | $12 |
| GIFTS | $30 | $0 | $0 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $37,797 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $37,797 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FMV ADJUSTMENT ON INVESTMENTS FOR 2019 | Desc |
| Amt | $161,612 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAX 990-PF | $1,033 | $0 | $0 | $1,033 |
| OTHER TAXES & LICENSES | $56 | $0 | $0 | $56 |
| PAYROLL TAXES | $2,830 | $0 | $0 | $2,830 |
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