OAKWOOD FOUNDATION CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OAKWOOD FOUNDATION CHARITABLE TR (EIN 64-0858879)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349101314
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T09:07:50-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 CANTRELL ROAD SUITE 301 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72212 | 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 | 640858879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD FOUNDATION CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKW | BusinessNameControlTxt |
| Phone | 6018403322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4200 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E MCDADE | PersonNm |
| Person Title | FINANCIAL MANAGER | PersonTitleTxt |
| Phone | 6018403322 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF HEARNE | PreparerPersonNm |
| PTIN | P00514875 | PTIN |
| Phone | 5012275800 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.35.178.241 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 12:10:36 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 163AEA656541330E7BC94F79B0A7DFBFC8A5AB84 | 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 | $14,800,274 | 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 | $6,250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $235 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $235 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $157,788 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,788 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,408,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,023 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,394,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,394,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,400,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,398,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,007,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,523 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,792,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,800,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,800,273 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $13,792,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,800,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,800,274 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,250 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,250 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,790,726 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,798,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,790,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,798,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,792,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,800,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,790,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,007,298 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,798,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,798,024 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,040,474 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,882,140 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.510059 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,521,326 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,553,205 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.528612 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,431,265 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,307,478 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.278795 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,135,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,113,805 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.344039 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,504,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,887,166 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.425332 | DistributionYr5Rt |
| Total Distribution | 2.086837 | TotalDistributionRt |
| Average Distribution | 0.417367 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,233,733 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,688,589 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,690,144 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,398,225 | 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 | $1,555 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,555 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,495 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,495 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $60 | 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 | MS | 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 | ROBERT E MCDADE JR | IndividualWithBooksNm |
| Phone | 6628403322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4200 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38803 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN R GRISHAM | ||||||||
| PO BOX 4200 | TUPELO | MS | 38803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH R GRISHAM | ||||||||
| PO BOX 4200 | TUPELO | MS | 38803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT E MCDADE JR | ||||||||
| PO BOX 4200 | TUPELO | MS | 38803 | FINANCIAL MANAGER | 15.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,404,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,404,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,404,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,233,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $561,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $561,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,555 | TotalTaxAmt |
| Distributable Before Adj | $560,132 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $560,132 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $560,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,398,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,398,225 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,555 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,396,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $560,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,209,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,769,843 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,815,939 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,093,666 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,548,299 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,437,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,398,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $560,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,838,093 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,275,498 | 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 | $2,209,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,065,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,769,843 | ExcessFromYear4Amt |
| Excess From Year3 | $2,815,939 | ExcessFromYear3Amt |
| Excess From Year2 | $4,093,666 | ExcessFromYear2Amt |
| Excess From Year1 | $4,548,299 | ExcessFromYear1Amt |
| Excess From Current Year | $4,838,093 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN R GRISHAM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AAEP FOUNDATION | |||||||
| 4033 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| AHIP | |||||||
| 2127 STATE RTE 1403 | CHARLOTTESVILLE | VA | 22901 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| BLUE RIDGE AREA FOOD BANK | |||||||
| 96 LAUREL HILL RD | VERONA | VA | 24482 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| BOOKS BEHIND BARS FOTL | |||||||
| 1500 GORDON AVE | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 401 PARKS DR 602 | BOSTON | MA | 02115 | PUBLIC CHARITY | GENERAL FUND | $500,000 | |
| BOYS & GIRLS CLUB OF CENTRAL VIRGINIA | |||||||
| 1000 CHERRY AVE | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| BRAIN INJURY ASSOCIATION OF AMERICA | |||||||
| 3057 NUTLEY STREET 805 | FAIRFAX | VA | 22031 | PUBLIC CHARITY | GENERAL FUND | $2,500 | |
| CAMP HOLIDAY TRAILS | |||||||
| 400 HOLIDAY TRAILS LN | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| CAROLINA PERFORMING ARTS | |||||||
| 114 E CAMERON AVE | CHAPEL HILL | NC | 27514 | PUBLIC CHARITY | GENERAL FUND | $30,875 | |
| CHARLOTTESVILLE AREA RIDING THERAPY | |||||||
| 5924 FRIED FARM ROAD | CROZET | VA | 22932 | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| CHARLOTTESVILLE FREE CLINIC | |||||||
| 1138 ROSE HILL DR 200 | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| CHARLOTTESVILLE POLICE FOUNDATION | |||||||
| BOX 2631 | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| CHARLOTTESVILLE-ALBEMARLE SPCA | |||||||
| 3355 BERKMAR DR | CHARLOTTESVILLE | VA | 22901 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| COVE PRESBYTERIAN CHURCH | |||||||
| 5531 COVESVILLE LN | COVESVILLE | VA | 22931 | PUBLIC CHARITY | GENERAL FUND | $50,000 | |
| COVESVILLE CHILD DEVELOPMENT CENTER | |||||||
| 5527 COVESVILLE LN | COVESVILLE | VA | 22931 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| ELK HILL | |||||||
| 1975 ELK HILL RD | GOOCHLAND | VA | 23063 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| FOCUSED ULTRASOUND FOUNDATION | |||||||
| 1230 CEDARS COURT SUITE 206 | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $1,000,000 | |
| FOOD FIRST-INTERFAITH COUNCIL FOR SOCIAL SERVICE | |||||||
| 100 W ROSEMARY ST | CHAPEL HILL | NC | 27516 | PUBLIC CHARITY | GENERAL FUND | $250,000 | |
| FRIENDS OF THE SMITHSONIAN | |||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 20013 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| GARDEN CLUB OF VIRGINIA | |||||||
| 12 E FRANKLIN ST | RICHMOND | VA | 23219 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| HOPE'S LEGACY EQUINE RESCUE | |||||||
| 5145 TAYLOR CREEK | AFTON | VA | 22920 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| HOSPICE OF THE PIEDMONT | |||||||
| 675 PETER JEFFERSON PKWY | CHARLOTTESVILLE | VA | 22911 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | PUBLIC CHARITY | GENERAL FUND | $125,000 | |
| JEFFERSON AREA CHIP INC | |||||||
| 1469 GREENBRIER PL | CHARLOTTESVILLE | VA | 22901 | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| JMRL | |||||||
| 201 E MARKET ST | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| JOHN JAY COLLEGE OF CRIMINAL JUSTICE | |||||||
| 524 W 59TH ST | NEW YORK | NY | 10019 | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| LEGAL AID JUSTICE CENTER | |||||||
| 1000 PRESTON AVENUE SUITE A | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $125,000 | |
| LOCAL FOOD HUB | |||||||
| 205 2ND ST SW | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| MARTHA JEFFERSON FOUNDATION | |||||||
| 400 MARTHA JEFFERSON DR STE 100 | RUCKERSVILLE | VA | 22968 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| MILLER CENTER FOUNDATION | |||||||
| PO BOX 400406 | CHARLOTTESVILLE | VA | 22904 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| MISSISSIPPI MUSEUM OF ART | |||||||
| 380 S LAMAR ST | JACKSON | MS | 39201 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| MONTPELIER FOUNDATION | |||||||
| PO BOX 911 | ORANGE | VA | 22960 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| MS SOCIETY VA WEST VA CHAPTER | |||||||
| 4200 INNSLAKE DR 301 | GLEN ALLEN | VA | 23060 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| NATIONAL LAW CENTER ON HOMELESS | |||||||
| 2000 M ST NW 210 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL FUND | $75,000 | |
| NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY & CULTURE | |||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| NORTH GARDEN FIRE CO INC | |||||||
| 4907 PLANK RD | NORTH GARDEN | VA | 22959 | PUBLIC CHARITY | GENERAL FUND | $2,500 | |
| PACEM | |||||||
| 2941 FAIRVIEW PARK DR 550 | FALLS CHURCH | VA | 22042 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| PIEDMONT CASA | |||||||
| 818 EAST HIGH STREET | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| PRESIDENTIAL PRECINCT | |||||||
| 427 PARK STREET | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| PROJECT GROWS | |||||||
| 608 BERRY FARM RD | VERONA | VA | 24482 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| RARE BOOK SCHOOL UVA | |||||||
| 160 MCCORMICK RD | CHARLOTTESVILLE | VA | 22904 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| READY KIDS | |||||||
| 1000 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| ROCKFISH WILDLIFE SANCTUARY | |||||||
| PO BOX 3 | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| SERVICE DOGS OF VIRGINIA | |||||||
| 218 ALBEMARLE SQUARE | CHARLOTTESVILLE | VA | 22901 | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH ST | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL FUND | $1,000,000 | |
| SHELTER FOR HELP IN EMERGENCY | |||||||
| 1415 SACHEM PL | CHARLOTTESVILLE | VA | 22901 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| THE AUTHORS GUILD FOUNDATION | |||||||
| 31 EAST 32ND STREET 7TH FLOOR | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL FUND | $12,500 | |
| THE FOUNTAIN FUND | |||||||
| PO BOX 2301 | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| THE WILDLIFE CENTER OF VIRGINIA | |||||||
| 1800 S DELPHINE AVE | WAYNESBORO | VA | 22980 | PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| THE WOMEN'S INITIATIVE | |||||||
| 1101 EAST HIGH STREET | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $30,000 | |
| THOMAS JEFFERSON FOUNDATION | |||||||
| PO BOX 316 | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| 10 LAKE AVE | SARATOGA SPRINGS | NY | 12866 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| UM FOUNDATION | |||||||
| 700 WATERFIELD RIDGE PLACE | GARNER | NC | 27529 | PUBLIC CHARITY | GENERAL FUND | $500,000 | |
| UNC CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 275140309 | PUBLIC CHARITY | GENERAL FUND | $1,000,000 | |
| UNC PRESS CLUB | |||||||
| 116 SOUTH BOUNDARY ST | CHAPEL HILL | NC | 27514 | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| UNITED WAY | |||||||
| 806 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $80,000 | |
| UVA FOOD LAB | |||||||
| 791 MORVEN DR | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| UVA HEALTH FOUNDATION | |||||||
| 2410 OLD IVY RD | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| VA FOUNDATION FOR THE HUMANITIES | |||||||
| 145 EDNAM DR | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $85,000 | |
| VIRGINIA ATHLETIC FOUNDATION | |||||||
| 1815 STADIUM ROAD | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| VITAL VOICES GLOBAL PARTNERSHIP | |||||||
| 1625 MASSACHUSETTS AVE NW 300 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| WASHINGTON LEGAL CLINIC FOR THE HOMELESS | |||||||
| 1200 U ST NW 3 | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL FUND | $50,000 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH STREET NW PO BOX | WASHINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL FUND | $10,000 | 97180 |
| WVTF PUBLIC RADIO | |||||||
| 3520 SW KINGSBURY LN | ROANOKE | VA | 24014 | PUBLIC CHARITY | GENERAL FUND | $2,500 | |
| ZIMS FOUNDATION | |||||||
| 2129 GENERAL BOOTH BLVD 103-234 | VIRGINIA BEACH | VA | 23454 | PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,394,875 | 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 | $235 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157,788 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $158,023 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,023 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELFRY HOLDINGS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4200 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,900 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $305 | $0 | $305 |
| CHECKS | $145 | $0 | $145 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO BELFRY | Desc |
| BOY Book Value | $2,250 | BOYBookValueAmt |
| EOY Book Value | $2,250 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX DUE | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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