TAUBMAN FOUNDATION FOR THE ARTS: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TAUBMAN FOUNDATION FOR THE ARTS (EIN 27-3136632)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-03
- IRS object ID
- 202033089349100728
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T12:58:50-06:00 | 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 | 273136632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAUBMAN FOUNDATION FOR THE ARTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAUB | BusinessNameControlTxt |
| Phone | 5407774506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 COLONNADE DR NO 300 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS F TAUBMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5407774506 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK MURTAUGH | PreparerPersonNm |
| PTIN | P01230482 | PTIN |
| Phone | 5403450936 | PhoneNum |
| Preparation | 2020-11-02 | 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 | 2020-11-02 | IPDt |
| IP Tm | 15:08:38 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 378D4186F9CE6543BC7E5AF2D364A762768AF3BA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F214E9D27E435E8699438BD72BEEFB84E0D1A9AE | 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 | $40,514,928 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $882 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $882 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,083 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,083 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,834,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,074,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,834,854 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,910,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,910,819 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $125 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $108,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $154 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,479 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,285,803 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,285,803 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,395,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,479 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,285,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,484,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,909,340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,996 | CashBOYAmt |
| Cash EOY | $7,261 | CashEOYAmt |
| Cash EOYFMV | $7,261 | CashEOYFMVAmt |
| Corporate Stock BOY | $52,405,837 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,507,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,507,667 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $52,447,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,514,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,514,928 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $52,447,833 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $40,514,928 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,447,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,514,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,447,833 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,514,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,447,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,484,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,962,992 | SubtotalAmt |
| Other Decreases | $10,448,064 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,514,928 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 70,900 SHARES ADVANCE AUTO PARTS, INC | PropertyDesc |
| Acquired | 2016-01-01 | AcquiredDt |
| Sold | 2019-07-01 | SoldDt |
| Gross Sales Price | $11,074,016 | GrossSalesPriceAmt |
| Cost Or Other Basis | $239,162 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,834,854 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,834,854 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,834,854 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,327,535 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,502,499 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,838,973 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $72,663,044 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066595 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,418 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.066595 | TotalDistributionRt |
| Average Distribution | 0.013319 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,813,042 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $610,184 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $109,093 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $719,277 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,285,803 | 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 | $109,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $109,093 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $109,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108,378 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $715 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $109,093 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $22 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KIM BALES | IndividualWithBooksNm |
| Phone | 5407774506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 COLONNADE DRIVE STE 300 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS F TAUBMAN | ||||||||
| 2965 COLONNADE DRIVE | ROANOKE | VA | 24018 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| EUGENIA L TAUBMAN | ||||||||
| 2818 AVENHAM AVENUE | ROANOKE | VA | 24018 | VP AND DIRECTOR | 1.00 | $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 | $46,456,752 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,951 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,510,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,510,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $697,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,813,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,290,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,290,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $109,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $109,093 | TotalTaxAmt |
| Distributable Before Adj | $2,181,559 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,181,559 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,181,559 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,285,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,285,803 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $109,093 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,176,710 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,181,559 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $193,497 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,583,384 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,327,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,104,416 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,285,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,181,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,104,244 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,208,660 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,208,660 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $193,497 | ExcessFromYear4Amt |
| Excess From Year2 | $4,583,384 | ExcessFromYear2Amt |
| Excess From Year1 | $5,327,535 | ExcessFromYear1Amt |
| Excess From Current Year | $10,104,244 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||
| 500 FIFTH AVE STE 2540 | NEW YORK | NY | 10110 | OPERATING CONTRIBUTION | $3,000 |
| TEMPLE EMANUEL | |||||
| 1163 PERSINGER RD SW | ROANOKE | VA | 24015 | OPERATING CONTRIBUTION | $4,106 |
| NORTON MUSEUM OF ART | |||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | OPERATING CONTRIBUTION | $1,000 |
| NORTH CROSS SCHOOL | |||||
| 4254 COLONIAL AVE | ROANOKE | VA | 24018 | OPERATING CONTRIBUTION | $1,000 |
| CANCER SUPPORT COMMUNITY | |||||
| 734 15TH ST NW | WASHINGTON | DC | 20005 | OPERATING CONTRIBUTION | $2,500 |
| MERCERSBURG ACADEMY | |||||
| 300 E SEMINARY ST | MERCERSBURG | PA | 17236 | OPERATING CONTRIBUTION | $25,000 |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | OPERATING CONTRIBUTION | $5,000 |
| TAUBMAN MUSEUM OF ART | |||||
| 110 SALEM AVE | ROANOKE | VA | 24011 | OPERATING CONTRIBUTION | $11,005,187 |
| SMITHSONIAN INSTITUTION | |||||
| 14TH ST CONSTITUTION AVE NW | WASHINGTON | DC | 20013 | OPERATING CONTRIBUTION | $996,208 |
| MAYO CLINIC | |||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | OPERATING CONTRIBUTION | $242,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,285,803 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $882 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,083 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,834,854 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,910,819 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,910,819 | 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 | DEEL FINANCIAL | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AAP STOCK | StockNm |
| EOY Book Value | $40,507,667 | EOYBookValueAmt |
| EOYFMV | $40,507,667 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOSS & ROCOVICH | CategoryTxt |
| Legal Fees | $125 | LegalFeesAmt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ADJUSTMENT | Desc |
| Amt | $10,448,064 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $154 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $154 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $108,378 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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