THE IRVING AND JETT GROVES CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE IRVING AND JETT GROVES CHARITABLE FOUNDATION (EIN 54-1961867)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-24
- IRS object ID
- 201900249349100105
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-24T13:00:15-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560149200 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCH BANKING AND TRUST CO AGENT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2907 | AddressLine1Txt |
| City | WILSON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541961867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRVING & JETT GROVES CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROV | BusinessNameControlTxt |
| Phone | 2766663219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1306 MULBERRY ROAD | AddressLine1Txt |
| City | MARTINSVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JETT WOOD | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2766663219 | PhoneNum |
| Signature | 2019-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN E COWHER | PreparerPersonNm |
| PTIN | P00319341 | PTIN |
| Phone | 2766663275 | PhoneNum |
| Preparation | 2019-01-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.120.64.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 95B3FEA4C221D74C1DFE87E22B225F60D4D1EFE7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 95B3FEA4C221D74C1DFE87E22B225F60D4D1EFE7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,522,129 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $38,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,186 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $266,909 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,542 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $62,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,728 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,742 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $702 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,594 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,942 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,942 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $268,072 | CorporateStockBOYAmt |
| Corporate Stock EOY | $250,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $301,895 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,153,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,144,638 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,205,292 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,435,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,409,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,522,129 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,435,648 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,409,709 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,435,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,409,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,435,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,409,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,435,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,409,721 | SubtotalAmt |
| Other Decreases | $185 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,409,536 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 750. QWEST CORP PFD 6.125 | 2014-04-22 | 2017-10-13 | $18,952 | $16,725 | $2,227 | $2,227 |
| 800. CITIGROUP INC 7.125% PREFERRED | 2014-04-24 | 2017-11-08 | $23,191 | $21,480 | $1,711 | $1,711 |
| 1277.74 DOUBLELINE TOTAL RETURN BOND FUND | 2017-07-31 | 2017-11-08 | $13,659 | $13,672 | -$13 | -$13 |
| 53. GENERAL MOTORS CO | 2017-07-27 | 2017-11-08 | $2,206 | $1,898 | $308 | $308 |
| 2478.15 METROPOLITAN WEST T/R BD-PLN | 2017-07-31 | 2017-11-08 | $24,905 | $24,886 | $19 | $19 |
| 110. NOVARTIS AG | 2017-07-27 | 2017-11-08 | $9,090 | $9,348 | -$258 | -$258 |
| 638.118 PIMCO REAL RETURN FUND-INST FUND # 122 | 2017-07-31 | 2017-11-08 | $7,051 | $7,007 | $44 | $44 |
| 10. ANTHEM INC COMMON | 2017-07-27 | 2018-02-23 | $2,328 | $1,840 | $488 | $488 |
| 29. DISCOVER FINL SVCS | 2017-07-27 | 2018-02-23 | $2,280 | $1,776 | $504 | $504 |
| 420. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-07-27 | 2018-02-23 | $20,710 | $18,516 | $2,194 | $2,194 |
| 175. I SHARES EAFE INDEX FUND | 2017-07-27 | 2018-02-23 | $12,419 | $11,701 | $718 | $718 |
| 168. CEF ISHARES TR S&P | 2017-07-27 | 2018-02-23 | $12,971 | $12,036 | $935 | $935 |
| 238. KROGER CO | 2017-07-27 | 2018-02-23 | $6,497 | $5,720 | $777 | $777 |
| 24. LOWES COMPANIES INCORPORATED | 2017-09-12 | 2018-02-23 | $2,335 | $1,869 | $466 | $466 |
| 37. MAXIM INTEGRATED PRODUCTS INC COMON | 2017-07-27 | 2018-02-23 | $2,272 | $1,688 | $584 | $584 |
| 80. QUALCOMM INC COMMON | 2017-07-27 | 2018-02-23 | $4,987 | $4,189 | $798 | $798 |
| 40. ROBERT HALF INTL INC. COMMON | 2017-07-27 | 2018-02-23 | $2,295 | $1,764 | $531 | $531 |
| 14. ACCENTURE PLC IRELAND SHS | 2017-07-27 | 2018-02-23 | $2,256 | $1,795 | $461 | $461 |
| 37. ABBOTT LABORATORIES | 2016-11-01 | 2018-05-31 | $2,288 | $1,437 | $851 | $851 |
| 24. ANALOG DEVICES INC | 2018-02-23 | 2018-05-31 | $2,336 | $2,149 | $187 | $187 |
| 86. I SHARES EAFE INDEX FUND | 2017-07-27 | 2018-05-31 | $5,970 | $5,750 | $220 | $220 |
| 57. KAR AUCTION SERVICES INC COMMON | 2017-07-27 | 2018-05-31 | $3,012 | $2,421 | $591 | $591 |
| 23. MICROSOFT CORPORATION | 2017-07-27 | 2018-05-31 | $2,287 | $1,706 | $581 | $581 |
| 25. NASDAQ INC COMMON | 2017-07-27 | 2018-05-31 | $2,300 | $1,870 | $430 | $430 |
| 27. OCCIDENTAL PETE CORP | 2012-04-27 | 2018-05-31 | $2,272 | $2,297 | -$25 | -$25 |
| 548.103 PIMCO PIMS FOREIGN BOND FUND | 2017-11-08 | 2018-05-31 | $5,898 | $5,887 | $11 | $11 |
| 50. ROBERT HALF INTL INC. COMMON | 2017-07-27 | 2018-05-31 | $3,191 | $2,205 | $986 | $986 |
| 11.855 VANGUARD 500 INDEX ADMIRAL FUND | 2017-07-31 | 2018-05-31 | $2,971 | $2,707 | $264 | $264 |
| 27. MEDTRONIC PLC | 2017-11-08 | 2018-05-31 | $2,333 | $2,093 | $240 | $240 |
| .472 AT&T INC | 2017-07-27 | 2018-06-29 | $15 | $16 | -$1 | -$1 |
| 6. ANTHEM INC COMMON | 2017-07-27 | 2018-09-14 | $1,630 | $1,104 | $526 | $526 |
| 10. CVS CORP | 2011-09-08 | 2018-09-14 | $775 | $371 | $404 | $404 |
| 33. CVS CORP | 2018-02-23 | 2018-09-14 | $2,556 | $2,235 | $321 | $321 |
| 9. HONEYWELL INTERNATIONAL INC | 2011-07-08 | 2018-09-14 | $1,488 | $532 | $956 | $956 |
| 255. I SHARES EAFE INDEX FUND | 2017-07-27 | 2018-09-14 | $17,053 | $17,050 | $3 | $3 |
| 19. ISHARES RUSSELL MID CAP ETF | 2017-07-27 | 2018-09-14 | $4,256 | $3,704 | $552 | $552 |
| 17. ISHARES RUSSELL MID CAP ETF | 2018-02-23 | 2018-09-14 | $3,808 | $3,549 | $259 | $259 |
| 37. LOWES COMPANIES INCORPORATED | 2017-09-12 | 2018-09-14 | $4,176 | $2,882 | $1,294 | $1,294 |
| 44. MERCK & CO INC | 2017-07-27 | 2018-09-14 | $3,088 | $2,812 | $276 | $276 |
| 59. PFIZER INCORPORATED | 2014-07-09 | 2018-09-14 | $2,529 | $1,772 | $757 | $757 |
| 24. QUALCOMM INC COMMON | 2017-07-27 | 2018-09-14 | $1,792 | $1,257 | $535 | $535 |
| 9. SNAP ON INC FKA SNAP ON TOOLS | 2018-05-31 | 2018-09-14 | $1,675 | $1,327 | $348 | $348 |
| 13. UNITED PARCEL SERVICE -CL B | 2011-07-08 | 2018-09-14 | $1,566 | $968 | $598 | $598 |
| 44.188 VANGUARD 500 INDEX ADMIRAL FUND | 2018-02-23 | 2018-09-14 | $11,902 | $11,238 | $664 | $664 |
| 33. VERIZON COMMUNICATIONS INC | 2014-04-03 | 2018-09-14 | $1,796 | $1,580 | $216 | $216 |
| 28. WELLS FARGO COMPANY | 2017-07-27 | 2018-09-14 | $1,542 | $1,538 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,542 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,380,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051068 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,245,384 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050908 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,673 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,245,963 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050301 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,153,446 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050457 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,673 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $963,016 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050542 | DistributionYr5Rt |
| Total Distribution | 0.253276 | TotalDistributionRt |
| Average Distribution | 0.050655 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,522,917 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $77,143 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $543 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,686 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,086 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,086 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,086 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,015 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,015 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $71 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCH BANKING & TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2766663219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ELLSWORTH STREET | AddressLine1Txt |
| City | MARTINSVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24112 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|
| IRVING M GROVES III | ||||||
| 3721 BRINKLEY AVENUE | DALLAS | TX | 75201 | SECRETARY | 0 | $0 |
| MATTIE G SHEPPARD | ||||||
| 6861 CHATHAM ROAD | MARTINSVILLE | VA | 24112 | PRESIDENT | 0 | $0 |
| JETT G WOOD | ||||||
| 1306 MULBERRY ROAD | MARTINSVILLE | VA | 24112 | VICE-PRESIDENT | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $63,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,482,252 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,546,109 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,546,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,522,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,086 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,086 | TotalTaxAmt |
| Distributable Before Adj | $75,060 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,060 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,060 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $70,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,060 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,076 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,133 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,529 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,162 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,182 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,082 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,535 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,535 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,547 | 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 | $13,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $203 | ExcessFromYear3Amt |
| Excess From Year2 | $2,162 | ExcessFromYear2Amt |
| Excess From Year1 | $11,182 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BASSETT HISTORICAL SOCIETY | ||||||||
| 3964 FAIRYSTONE PARK | BASSETT | VA | 24055 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| BOYS & GIRLS CLUB | ||||||||
| 26 W CHURCH STREET | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 | |
| CHARITY LEAGUE JETT GROVES | ||||||||
| P O BOX 3613 | MARTINSVILLE | VA | 24115 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $1,000 | |
| CHARITY LEAGUE SUSTAINERS FUND | ||||||||
| P O BOX 3613 | MARTINSVILLE | VA | 24115 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 | |
| CHILL | ||||||||
| 24 CLAY STREET | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| CHRISTMAS CHEER | ||||||||
| P O BOX 540 | MARTINSVILLE | VA | 24114 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| DISABLED AMERICAN VETERANS | ||||||||
| P O BOX 14301 | CINCINNATI | OH | 14301 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| EDWARDS ADULT DAY CARE CENTER | ||||||||
| 431 E COMMONWEALTH BLVD | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| FERRUM COLLEGE | ||||||||
| P O BOX 1000 | FERRUM | VA | 24088 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| FRIENDS OF LIBRARY | ||||||||
| P O BOX 3967 | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| JEFFERSON SCHOLARS FOUNDATION | ||||||||
| 112 CLARKE COURT | CHARLOTTESVILLE | VA | 22903 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 | |
| KIWANAS INTERNATIONAL | ||||||||
| 3636 WOODVIEW TRACE | INDIANAPOLIS | IN | 46268 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| MARTINSVILLE-HENRY CO CRIMESTOPPERS | ||||||||
| 13 MOSS STREET | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| OMICRON DELTA KAPPA FOUNDATION | ||||||||
| 224 MCLAUGHLIN ST | LEXINGTON | KY | 24450 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $250 | |
| PHI BETA KAPPA SOCIETY | ||||||||
| P O BOX 297269 | WASHINGTON | DC | 200777210 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $250 | |
| PIEDMONT VIRGINIA DENTAL CLINIC | ||||||||
| 407 STARLING AVE | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 | |
| PREGNANCY CARE CENTER | ||||||||
| 314 FAIRY STREET | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| RANDOLPH MACON COLLEGE GRIDIRON CLUB | ||||||||
| P O BOX 5005 | ASHLAND | VA | 23005 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| SAFETYNET INC | ||||||||
| P O BOX 4482 | MARTINSVILLE | VA | 24115 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| SALVATION ARMY | ||||||||
| P O BOX 551 | MARTINSVILLE | VA | 24114 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 | |
| SMITH RIVER SPORTS COMPLEX | ||||||||
| 1000 IRISBURG RD | AXTON | VA | 24054 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,500 | |
| THEATRE WORKS COMMUNITY PLAYERS | ||||||||
| P O BOX 3180 | MARTINSVILLE | VA | 24115 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 | |
| VA MUSEUM OF NATURAL HISTORY | ||||||||
| 21 STARLING AVENUE | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| VA STATE POLICE ASSOCIATION | ||||||||
| 6944 FOREST HILLS | RICHMOND | VA | 23225 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| BOY SCOUTS OF AMERICA | ||||||||
| P O BOX 7606 | ROANOKE | VA | 24019 | N/A | PUBLIC CHARITY | DAY OF SCOUTING | $1,000 | |
| CARLISLE SCHOOL ANNUAL FUND | ||||||||
| P O BOX 5388 | MARTINSVILLE | VA | 24115 | N/A | PUBLIC CHARITY | TECHNOLOGY | $2,500 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 146 EAST MAIN STREET | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $12,000 | ANNUAL GIVING |
| GRACE NETWORK | ||||||||
| P O BOX 3902 | MARTINSVILLE | VA | 24115 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $2,000 | |
| LONGWOOD UNIVERSITY SCHOLARSHIP | ||||||||
| 201 HIGH STREET | FARMVILLE | VA | 23909 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $5,000 | |
| MARTINSVILLE CEMETERY ASSOCIATION | ||||||||
| P O BOX 246 | MARTINSVILLE | VA | 24114 | N/A | CEMETERY ASSOCIATION | ENDOWMENT | $3,000 | |
| NEW COLLEGE FOUNDATION SCHOLARSHIP | ||||||||
| 191 FAYETTE STREET | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $5,000 | |
| PIEDMONT ARTS | ||||||||
| 215 STARLING AVENUE | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $2,500 | |
| PATRICK HENRY COMMUNITY COLLEGE | ||||||||
| 645 PATRIOT AVENUE | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $2,000 | |
| RANDOLPH MACON COLLEGE PRES CLUB | ||||||||
| P O BOX 5005 | ASHLAND | VA | 23005 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,500 | |
| RANDOLPH MACON COLLEGE SCHOLARSHIP | ||||||||
| P O BOX 5005 | ASHLAND | VA | 23005 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $5,000 | |
| RED CROSS | ||||||||
| 1081 SPRUCE STREET | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,500 | |
| UNITED WAY OF MARTINSVILLE & HENRY CO | ||||||||
| P O BOX 951 | MARTINSVILLE | VA | 24114 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $6,500 | |
| VFW POST 4637 | ||||||||
| 22 VERNON LANE | AXTON | VA | 24054 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $250 | |
| VIRGINIA SHERIFFS' INSTITUTE | ||||||||
| 701 E FRANKLIN 706 | RICHMOND | VA | 23286 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| WHARTON SCHOOL OF BUSINESS FDATION | ||||||||
| 3733 SPRUCE STREET | PHILADELPHIA | PA | 19104 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $250 | |
| YMCA ENDOWMENT FUND | ||||||||
| 3 STARLING AVENUE | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| SPCA | ||||||||
| 132 JOSEPH MARTIN HWY | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,500 | |
| GATEWAY STREETSCAPE FDATION | ||||||||
| P O BOX 9 | COLLINSVILLE | VA | 24078 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 | |
| GRANBERRY METHODIST CHURCH | ||||||||
| 120 HATCHER FARM ROAD | MARTINSVILLE | VA | 24112 | N/A | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,901 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | IRVING M GROVES JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1517 MULBERRY ROAD | AddressLine1Txt |
| City | MARTINSVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $0 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ABBOTT LABORATORIES | NoncashPropertyDesc |
| Fair Market Value | $11,169 | FairMarketValueAmt |
| Received | 2018-04-06 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $6,098 | $11,518 |
| ABBVIE INC | $6,952 | $14,376 |
| ANTHEM INC | $4,969 | $7,399 |
| AT&T INC | $2,721 | $2,686 |
| ANALOG DEVICES INC | $11,252 | $11,558 |
| CARNIVAL CORP | $7,719 | $7,780 |
| CHUBB LTD | $5,903 | $5,747 |
| CITIGROUP INC | ||
| CVS HEALTH CORP | $6,207 | $11,178 |
| CROWN CASTLE INTL CORP | $8,364 | $9,352 |
| DISCOVER FINANCIAL SERVICES | $8,207 | $10,244 |
| ENBRIDGE INC | $12,273 | $10,010 |
| GENERAL MOTORS CO | $11,434 | $10,539 |
| HONEYWELL INTL INC | $3,371 | $9,485 |
| JOHNSON & JOHNSON | $5,015 | $9,948 |
| KAR AUCTION SERVICES INC | $4,629 | $6,506 |
| KROGER CO | ||
| LOWE'S COMPANIES INC | $7,223 | $9,989 |
| MAXIM INTEGRATED PRODUCT | $5,519 | $6,823 |
| MEDTRONIC PLC | $7,072 | $8,853 |
| MERCK & CO INC | $9,265 | $10,712 |
| MICROSOFT CORP | $4,006 | $6,176 |
| NASDAQ INC | $6,939 | $7,636 |
| NIELSEN HLDGS PLC | $8,828 | $7,689 |
| NOVARTIS A G ADR | ||
| OCCIDENTAL PETROLEUM CO | $7,108 | $7,231 |
| OMNICOM GROUP | $8,962 | $7,822 |
| PEPSICO INC | $10,841 | $10,397 |
| PFIZER INC | $5,828 | $8,550 |
| QUALCOMM INC | $3,705 | $5,042 |
| QWEST CORP PFD | ||
| ROBERT HALF INTL INC | $2,558 | $4,082 |
| SNAP-ON INC | $6,043 | $7,528 |
| STARBUCKS CORP | $11,271 | $11,652 |
| TIME WARNER INC | ||
| UNITED PARCEL SERVICES B | $4,543 | $7,122 |
| VERIZON COMMUNICATIONS INC | $9,594 | $10,838 |
| WELLS FARGO & CO | $8,845 | $8,462 |
| ACCENTURE PLC IRELAND PLC CL A | $7,438 | $9,872 |
| INVESCO LTD | $9,427 | $7,093 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOUBLELINE TOTAL RETURN BOND F | AT COST | $54,982 | $53,232 |
| ISHARES MSCI EMERGING MRKTS | AT COST | $55,939 | $54,337 |
| ISHARES MSCI EAFE IND FD | AT COST | $230,343 | $234,226 |
| ISHARES RUSSELL MIDCAP IND FD | AT COST | $169,412 | $191,394 |
| ISHARES S&P SMALLCAP 600 IND F | AT COST | $73,287 | $83,750 |
| METROPOLITAN WEST T/R BD PLN | AT COST | $45,576 | $44,152 |
| NEUBERGER BERMAN STRATEGIC INC | AT COST | $25,078 | $24,244 |
| PIMCO REAL RETURN FUND INST | |||
| PGIM TOTAL RETURN BD | AT COST | $48,914 | $47,017 |
| STERLING CAP TOT RET BD FD | AT COST | $217,017 | $209,409 |
| VANGUARD 500 INDEX FD ADM SHS | AT COST | $224,090 | $263,531 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MISC ADJ/ROUNDING | $60 |
| DIVIDEND PAID/ACCRUED | $125 |
Comments