EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201941359349100149
- Schema version
- 2018v3.1
- 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
- Cash Distribution Expln Stmt
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T08:37:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043715878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL BROWN BIONDOLILLO CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1415 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 230611415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521205904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDGE HILL HOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDGE | BusinessNameControlTxt |
| Phone | 8046959079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5168 WEAVER LANE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM D WEAVERJR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8046959079 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL B BIONDOLILLO | PreparerPersonNm |
| PTIN | P00423228 | PTIN |
| Phone | 8046930605 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 08:37:17 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1AF3C33E068449F31F79581828F5FE3880F7053F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C55BDE8F5BB5030E2F9B5B1332D0CCBD14F63D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $434,898 | 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 | $2,740 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,029 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,029 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,029 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,317 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,317 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,496 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,346 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,807 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,807 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $802 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $119 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $675 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,038 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,038 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,172 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,172 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,570 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,346 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,216 | CashBOYAmt |
| Cash EOY | $3,114 | CashEOYAmt |
| Cash EOYFMV | $3,114 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,287 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,597 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $10,028 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,076 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $250,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $252,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $348,485 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $70,757 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,457 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,626 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,138 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,799 | LandBOYAmt |
| Land EOY | $2,124 | LandEOYAmt |
| Total Assets BOY | $338,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $341,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $434,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $338,436 | RetainedEarningBOYAmt |
| Retained Earning EOY | $341,987 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $338,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $341,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $338,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $341,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $338,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,552 | ExcessRevenueOverExpensesAmt |
| Subtotal | $341,988 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $341,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT & T INC | P | 2017-08-02 | 2018-05-23 | $5,050 | $5,011 | $39 | $39 |
| ORACLE CORP-125 SHARES | P | 2018-06-27 | $5,530 | $6,343 | -$813 | -$813 | |
| GECC MTN BOND | P | 2011-11-10 | 2018-10-09 | $5,120 | $5,043 | $77 | $77 |
| ADOBE INC-10 SHARES | P | 2017-11-13 | 2018-03-27 | $2,165 | $1,804 | $361 | $361 |
| RESIDEO TECHS INC-5 SHARES | P | 2018-03-28 | 2018-11-02 | $110 | $124 | -$14 | -$14 |
| LIBERTY MEDIA-89 SHARES | P | 2018-06-29 | $4,065 | $2,349 | $1,716 | $1,716 | |
| AMERISOURCEBERGEN CORP-5 SHARES | P | 2017-11-13 | 2018-01-31 | $501 | $373 | $128 | $128 |
| RESIDEO TECHS INC-.5 SHARES | P | 2018-03-28 | 2018-11-06 | $12 | $12 | ||
| MARATHON PETROLEUM CORP-15 SHARES | P | 2016-03-16 | 2018-01-31 | $1,030 | $571 | $459 | $459 |
| AMGEN INC-5 SHARES | P | 2017-11-13 | 2018-05-30 | $899 | $859 | $40 | $40 |
| VISA INC-15 SHARES | P | 2017-11-13 | 2018-05-16 | $1,966 | $1,673 | $293 | $293 |
| NIKE INC-15 SHARES | P | 2017-05-17 | 2018-10-03 | $1,235 | $788 | $447 | $447 |
| CAPITAL ONE FINL CORP-15 SHARES | P | 2017-11-13 | 2018-03-08 | $1,457 | $1,296 | $161 | $161 |
| WEYERHAEUSER CO-5 SHARES | P | 2017-11-13 | 2018-01-10 | $174 | $181 | -$7 | -$7 |
| PRICELINE GROUP-3 SHARES | P | 2018-02-21 | $5,706 | $3,637 | $2,069 | $2,069 | |
| CELGEN CORP-5 SHARES | P | 2017-11-13 | 2018-02-28 | $439 | $506 | -$67 | -$67 |
| JOHNSON CTLS INC-10 SHARES | P | 2017-11-13 | 2018-03-28 | $342 | $364 | -$22 | -$22 |
| SCHLUMBERGER LTD-90 SHARES | P | 2018-11-21 | $4,273 | $7,490 | -$3,217 | -$3,217 | |
| WALT DISNEY CO-5 SHARES | P | 2017-11-13 | 2018-01-31 | $548 | $522 | $26 | $26 |
| ADOBE INC-3 SHARES | P | 2016-07-13 | 2018-03-27 | $649 | $294 | $355 | $355 |
| STARBUCKS-45 SHARES | P | 2017-11-08 | 2018-11-14 | $3,043 | $2,586 | $457 | $457 |
| EXXON MOBIL CORP | P | 2017-11-13 | 2018-04-04 | $369 | $414 | -$45 | -$45 |
| AMAZON BOND | P | 2015-07-16 | 2018-10-11 | $5,016 | $5,037 | -$21 | -$21 |
| VISA INCE-4 SHARES | P | 2016-07-13 | 2018-05-16 | $524 | $310 | $214 | $214 |
| GARRETT MOTION INC-.3 SHARES | P | 2018-03-28 | 2018-10-09 | $5 | $5 | ||
| AMERN HONDA BOND | P | 2013-11-04 | 2018-10-10 | $5,000 | $5,000 | ||
| WEYERHAEUSER-130 SHARES | P | 2016-06-30 | 2018-01-10 | $4,521 | $3,882 | $639 | $639 |
| GARRETT MOTION INC-3 SHARES | P | 2018-03-28 | 2018-10-11 | $47 | $46 | $1 | $1 |
| AMERISOUCEBERGEN CORP-60 SHARES | P | 2018-01-31 | $6,010 | $3,102 | $2,908 | $2,908 | |
| JOHNSON CONTROLS-90 SHARES | P | 2016-12-21 | 2018-03-28 | $3,081 | $3,876 | -$795 | -$795 |
| GLENCORE PLC-595 SHARES | P | 2018-07-09 | $5,221 | $6,577 | -$1,356 | -$1,356 | |
| AMGEN INC-20 SHARES | P | 2013-02-28 | 2018-05-30 | $3,597 | $1,849 | $1,748 | $1,748 |
| ISHS US SHRT MTY BD ETF-150 SHARES | P | 2017-06-26 | 2018-01-18 | $7,530 | $7,537 | -$7 | -$7 |
| CAPITAL ONE FINL-6 SHARES | P | 2016-01-06 | 2018-03-07 | $583 | $415 | $168 | $168 |
| LIBERTY MEDIA CORP-15 SHARES | P | 2017-11-13 | 2018-06-29 | $685 | $614 | $71 | $71 |
| CELGENE CORP-46 SHARES | P | 2013-05-22 | 2018-02-28 | $4,041 | $2,913 | $1,128 | $1,128 |
| MARATHON PETROLEUM CORP-10 SHARES | P | 2017-11-13 | 2018-01-31 | $687 | $620 | $67 | $67 |
| WALT DISNEY CO-35 SHARES | P | 2008-06-04 | 2018-01-31 | $3,839 | $1,186 | $2,653 | $2,653 |
| NIKE INC-10 SHARES | P | 2017-11-13 | 2018-10-03 | $823 | $559 | $264 | $264 |
| EXXON MOBILE CORP-50 SHARES | P | 2002-10-09 | 2018-04-04 | $3,687 | $1,662 | $2,025 | $2,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,150 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$880 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,044 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $441,090 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027305 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,387 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $404,471 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025680 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $415,466 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045347 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,452 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $308,929 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056492 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,065 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $382,001 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044673 | DistributionYr5Rt |
| Total Distribution | 0.199497 | TotalDistributionRt |
| Average Distribution | 0.039899 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $457,561 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,256 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $146 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,402 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,710 | 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 | $146 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $146 | SubtotalAmt |
| Tax Based On Investment Income | $146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $118 | TotalPaymentsAndCreditsAmt |
| Tax Due | $28 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID BROWN | IndividualWithBooksNm |
| Phone | 8048151066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 157 | AddressLine1Txt |
| City | WHITE MARSH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23183 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM D WEAVERJR | |||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | PRESIDENT | 5.00 | $0 | $0 | $0 | |
| ROBERT L MARBLE | |||||||||
| PO BOX 1154 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| DAVID BROWN | |||||||||
| P O BOX 157 | WHITE MARSH | VA | 23183 | TREASURER | 5.00 | $0 | $0 | $0 | |
| MRS WILLIAM D WEAVER JR | |||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| F BRECKENRIDGE MONTAGUE | |||||||||
| PO BOX 695 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| ROBERT JOHNSON | |||||||||
| P O BOX 52 | WARE NECK | VA | 23178 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| WILLIAM LAWRENCE | |||||||||
| 6655 LS ISLAND LANE | GLOUCESTER | VA | 23061 | VP | 0.00 | $0 | $0 | $0 | |
| KENNETH GIBSON | |||||||||
| P O BOX 2346 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| CARLTON HOGGE | |||||||||
| 6725 CLIFFORD POINT LANE | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| RICKY WIATT | |||||||||
| P O BOX 651 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| MARTHA RHODES | |||||||||
| P O BOX 517 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| DAVID EVANS | |||||||||
| 7991 WATERSEDGE LANE | GLOUCESTER POINT | VA | 23062 | SECRETARY | 1.00 | $0 | $0 | $0 | P O BOX 428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTINUED PRESERVATION OF THE HISTORICAL STRUCTURE AND GROUNDS OF EDGE HILL HOUSE FOR THE BENEFIT OF THE GENERAL PUBLIC. | Description1Txt |
| Expenses1 | $11,210 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $440,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $464,529 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $464,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,968 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $457,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,210 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $25,500 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $36,710 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $146 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,564 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $36,710 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $36,710 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,710 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-02-06 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,346 | CurrentYearAmt |
| Year1 | $7,794 | Year1Amt |
| Year2 | $6,774 | Year2Amt |
| Year3 | $7,118 | Year3Amt |
| Total | $30,032 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,094 | CurrentYearAmt |
| Year1 | $6,625 | Year1Amt |
| Year2 | $5,758 | Year2Amt |
| Year3 | $6,050 | Year3Amt |
| Total | $25,527 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,710 | CurrentYearAmt |
| Year1 | $12,044 | Year1Amt |
| Year2 | $10,387 | Year2Amt |
| Year3 | $18,985 | Year3Amt |
| Total | $78,126 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,710 | CurrentYearAmt |
| Year1 | $12,044 | Year1Amt |
| Year2 | $10,387 | Year2Amt |
| Year3 | $18,985 | Year3Amt |
| Total | $78,126 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,252 | CurrentYearAmt |
| Year1 | $14,703 | Year1Amt |
| Year2 | $13,483 | Year2Amt |
| Year3 | $13,849 | Year3Amt |
| Total | $57,287 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GLOUCESTER WOMAN'S CLUB | ||||||
| P O BOX 1562 | GLOUCESTER | VA | 23061 | PUBLIC | UTILITIES TO MAINTAIN BLDG | $3,872 |
| GLOUCESTER WOMAN'S CLUB | ||||||
| P O BOX 1562 | GLOUCESTER | VA | 23061 | PUBLIC | TO ASSIST THE CLUB | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,172 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,029 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,317 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,496 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
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 | W E & M T BELVIN CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CHESAPEAKE INVESTMENT GROUP | AddressLine1Txt |
| Address Line2 | 97 N MAIN STREET P O BOX 1419 | AddressLine2Txt |
| City | KILMARNOCK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,740 | 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 | $1,100 | Amt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | MONEY WAS SET ASIDE AT YEAR END TO START A BUILDING RENOVATION PROJECT THAT COULD NOT BE STARTED UNTIL THE BEGINNING OF 2019 DUE TO AVAILABILITY OF THE CONTRACTOR. | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FILE CABINET | 2006-09-25 | $325 | $325 | 200DB | 7.0000 | |
| 5 FOLDING CHAIRS | 2006-10-31 | $462 | $462 | 200DB | 7.0000 | |
| CHAIR LIFT | 2015-07-21 | $9,730 | $7,602 | 200DB | 7.0000 | $608 |
| HIGHWAY MAKER | 2015-12-22 | $1,745 | $1,074 | 150DB | 15.0000 | $67 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 AMAZON COM INC-REDEEMED | ||
| 5000 AMERICAN HONDA -REDEEMED | ||
| 5000 APPLE INC | $5,098 | $4,929 |
| 5000 ABBVIE INC | $4,990 | $4,946 |
| 5000 BANK OF AMERICA CORP | $5,005 | $4,995 |
| 5000 BECTON DICKINSON & CO | $5,062 | $4,978 |
| 5000 BLACKROCK INC | $5,054 | $5,007 |
| 5000 GENERAL ELEC CAP-REDEEMD | ||
| 5000 SMUCKER JM CO | $5,108 | $5,020 |
| 5000 SYSCO CORP | $5,071 | $4,934 |
| 5000 VERIZON COMMUNICATIONS INC | $5,017 | $5,043 |
| 5000 APPLIED MATERIALS | $5,010 | $4,773 |
| 5000 AT & T-REDEEMED | ||
| 5000 GOLDMAN SACHS GROUP | $5,042 | $5,001 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3SH AMAZON.COM | $553 | $4,506 |
| 105SH CARMAX INC | $2,778 | $6,587 |
| 40SH DISNEY WALT COMPANY-SOLD 40 | ||
| 104SH LIBERTY MEDIA CORP-SOLD 104 | ||
| 55SH ANHEUSER BUSCH INBEV -BOUGHT 2 | $4,814 | $3,620 |
| 85SH NESTLE S A SPNSD ADR REPSTING | $5,352 | $6,882 |
| 40SH PEPSICO INC | $2,548 | $4,419 |
| 50SH CHEVRON CORP | $3,928 | $5,440 |
| 55SH EXXON MOBILE CORP- SOLD 55 | ||
| 90SH SCHLUMBERGER LTD-SOLD 90 | ||
| 54SH BERKSHIRE HATHAWAY INC-BOUGHT | $4,741 | $11,026 |
| 255SH BROOKFIELD ASSET MGMT | $4,920 | $9,779 |
| 38SH CME GROUP INC CLASS A | $3,121 | $7,149 |
| 99SH CAPITAL ONE-SOLD 21 | $4,598 | $7,483 |
| 130SH CITIGROUP INC | $6,990 | $6,768 |
| 345SH ISHARES FLOATING | $17,518 | $17,374 |
| 65SH JP MORGAN CHASE | $3,037 | $6,345 |
| 10SH MARKEL CORP | $2,020 | $10,380 |
| 65SH AMERISOURCEBERGEN SOLD 65 | ||
| 25SH AMGEN INC-SOLD 25 | ||
| 51SH CELGENE CORP-SOLD 51 | ||
| 70SH JOHNSON & JOHNSON | $5,374 | $9,033 |
| 95SH DANAHER CORP | $2,965 | $9,796 |
| 65SH ACCENTURE PLC IRELAND CLASS A | $3,557 | $9,166 |
| 31SH APPLE INC | $1,144 | $4,890 |
| SH ALPHABET INC CL C | $884 | $5,178 |
| 5SH ALPHABET INC CL A | $886 | $5,225 |
| 81SH VISA INC CLASS A-SOLD 19 | $2,626 | $10,687 |
| 67SH LIBERTY BROADBAND-BOUGHT 28 | $3,861 | $4,826 |
| 75SH AMERICAN TOWER CORP NEW | $3,850 | $11,864 |
| 3SH PRICELINE GROUP INC- SOLD 3 | ||
| 105SH MONDELEZ INTERNATIONAL | $3,843 | $4,203 |
| 90SH MERCK & COMPANY | $5,408 | $6,877 |
| 55SH UNION PACIFIC CORP | $5,348 | $7,603 |
| 150SH ISHARES INTERM GOVT | $16,524 | $16,233 |
| 140SH ISHARES U S HOME | $4,013 | $4,206 |
| 100SH JOHNSON CONTROLSINTL-SOLD 100 | ||
| 95SH MARATHON PETRO SOLD 25/BOUGHT 2 | $4,240 | $5,606 |
| 37SH FEDEX CORP-BOUGHT 4SH | $6,541 | $5,969 |
| 30SH GENERAL DYNAMICS CORP | $4,350 | $4,716 |
| 110SH SOUTHWEST AIRLINES | $4,825 | $5,113 |
| 42SH ADOBE SYSTEMS INC.-SOLD13 | $3,761 | $9,502 |
| 35SH FACEBOOK | $4,713 | $4,588 |
| 40SH MASTERCARD INC | $4,326 | $7,546 |
| 45SH ECOLAB INC | $5,503 | $6,631 |
| 135SH WEYERHAEUSER COMPANY-SOLD 135 | ||
| 29SH MARTIN MARIETTA MATERIALS INC | $6,146 | $4,984 |
| 60SH NIKE INC CL B-SOLD 15 | $3,154 | $4,448 |
| 150SH ISHARES U S TRUST SHORT MATURI | ||
| 160SH VANGUARD INTERMEDIATE TERM | $14,067 | $13,258 |
| 17SH SHERWIN WILLIAMS CO-BOUGHT5 | $6,052 | $6,689 |
| 100SH ORACLE CORP-SOLD | ||
| 70SH STARBUCKS CORP-SOLD 45/BOUGHT 3 | $3,840 | $4,508 |
| 40SH VULCAN MATERIALS COMPANY | $4,983 | $3,952 |
| 39SH ELECTRONIC ARTS INC | $4,952 | $3,077 |
| 27SH HOME DEPOT | $4,757 | $4,639 |
| 95SH MONSTER BEVERAGE CORP | $4,919 | $4,676 |
| 45SH EOG RESOURCES INC | $4,773 | $3,924 |
| 22SH BECTON DICKINSON & CO | $4,741 | $4,957 |
| 60SH CVS HEALTH CORP | $4,897 | $3,931 |
| 33SH HONEYWELL INTL INC | $4,552 | $4,360 |
| 27SH ALIBABA GROUP | $5,169 | $3,701 |
| 20SH BROADCOM INC | $5,228 | $5,086 |
| 50SH MICROSOFT CORP | $4,977 | $5,079 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,028 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,076 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDING AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $12,262 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $10,138 | AccumulatedDepreciationAmt |
| Book Value | $2,124 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE SUPPLIES | $90 | |
| INSURANCE | $2,517 | $2,517 |
| REPAIRS TO THE BUILDING | $1,771 | $1,771 |
| SECURITY | $275 | $275 |
| MEMBERSHIP | $1,475 | $1,475 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $5,807 | Amt |
| Net Investment Income | $5,807 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H | $119 | $119 |
| TAX | $658 | |
| FRANCHISE & REGISTRATION | $25 |
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