EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349102790
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T21:12:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-14 | 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 | 2018-11-14 | 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 | 2018-11-14 | IPDt |
| IP Tm | 20:12:04 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3FA6B1F2686BB45C3826A88A5968E42EF562B40E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F8E8C302B45B67843F13B8EA9C208F1DCF85C19A | 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 | $467,646 | 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 | $3,024 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,256 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,256 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,256 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,980 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,980 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,568 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $485 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $73 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $73 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $35,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,877 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,794 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,457 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,457 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $104 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $926 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,929 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,822 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,822 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,222 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,222 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,044 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,316 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,794 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,078 | CashBOYAmt |
| Cash EOY | $6,216 | CashEOYAmt |
| Cash EOYFMV | $6,216 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,187 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,287 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,287 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $194,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $250,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $381,707 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $80,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $70,757 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $71,436 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,463 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,725 | LandBOYAmt |
| Land EOY | $2,799 | LandEOYAmt |
| Total Assets BOY | $323,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $338,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $467,646 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $323,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $338,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $323,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $338,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $323,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $338,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $323,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $129 | OtherIncreasesAmt |
| Subtotal | $338,634 | SubtotalAmt |
| Other Decreases | $198 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $338,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT & T BOND | P | 2014-11-20 | 2017-08-02 | $5,033 | $5,005 | $28 | $28 |
| CHEVRON CORP | P | 2006-03-16 | 2017-06-01 | $519 | $286 | $233 | $233 |
| NESTLE S A | P | 2014-11-12 | 2017-06-01 | $853 | $738 | $115 | $115 |
| GENERAL ELECTRIC | P | 2017-01-25 | 2017-10-25 | $539 | $758 | -$219 | -$219 |
| ALPHABET INC | P | 2017-06-01 | $2,892 | $1,066 | $1,826 | $1,826 | |
| CITIGROUP | P | 2015-06-10 | 2017-06-01 | $911 | $849 | $62 | $62 |
| PEPSICO INC | P | 2005-05-11 | 2017-06-01 | $1,164 | $567 | $597 | $597 |
| HORMEL FOODS | P | 2017-03-29 | 2017-09-13 | $3,615 | $3,969 | -$354 | -$354 |
| ALPHABET INC | P | 2017-06-01 | $2,958 | $1,069 | $1,889 | $1,889 | |
| DANAHER CORP | P | 2017-06-01 | $859 | $426 | $433 | $433 | |
| PRAXAIR INC | P | 2003-06-25 | 2017-01-25 | $4,123 | $1,045 | $3,078 | $3,078 |
| ISHS 7-10Y TRSY | P | 2017-06-21 | 2017-07-13 | $7,959 | $8,076 | -$117 | -$117 |
| AMAZON .COM | P | 2012-03-07 | 2017-06-01 | $4,980 | $922 | $4,058 | $4,058 |
| WALT DISNEY CO | P | 2008-06-04 | 2017-06-01 | $1,077 | $339 | $738 | $738 |
| PRICELINE GROUP | P | 2015-03-04 | 2017-03-08 | $1,735 | $1,232 | $503 | $503 |
| ISHS NASDAQ BIOTCH ETF | P | 2017-01-04 | 2017-11-14 | $4,552 | $4,130 | $422 | $422 |
| AMERICAN TOWER | P | 2013-07-03 | 2017-06-01 | $1,315 | $719 | $596 | $596 |
| DISCOVERY COMMS | P | 2015-11-04 | 2017-05-10 | $3,448 | $3,843 | -$395 | -$395 |
| SCHLUMBERGER LTD | P | 2014-09-17 | 2017-06-01 | $697 | $1,050 | -$353 | -$353 |
| MARTIN MARIETTA MATERIALS | P | 2017-03-22 | 2017-06-01 | $1,130 | $1,057 | $73 | $73 |
| AMGEN INC | P | 2013-02-28 | 2017-06-01 | $780 | $462 | $318 | $318 |
| EXPRESS BOND | P | 2016-07-13 | 2017-10-24 | $4,993 | $5,050 | -$57 | -$57 |
| SMUCKER JM COMPANY | P | 2012-04-25 | 2017-06-01 | $641 | $393 | $248 | $248 |
| PRAXAIR | P | 2016-01-26 | 2017-01-25 | $1,178 | $980 | $198 | $198 |
| AMGEN BOND | P | 2014-02-05 | 2017-05-15 | $5,000 | $5,000 | ||
| FORTIVE CORP | P | 2017-01-11 | $2,410 | $624 | $1,786 | $1,786 | |
| SMUCKER JM COMPANY | P | 2012-02-29 | 2017-06-15 | $5,072 | $3,009 | $2,063 | $2,063 |
| TEVA PHARM BOND | P | 2016-12-20 | 2017-08-15 | $4,677 | $4,677 | ||
| ANHEUSER BUSCH | P | 2010-09-09 | 2017-06-01 | $1,169 | $557 | $612 | $612 |
| GENERAL ELECTRIC | P | 2013-01-30 | 2017-10-25 | $2,804 | $2,928 | -$124 | -$124 |
| TRISURA GROUP LTD | P | 2017-06-28 | $25 | $12 | $13 | $13 | |
| VISA INC | P | 2016-07-13 | 2017-06-01 | $948 | $775 | $173 | $173 |
| APPLE INC | P | 2006-09-14 | 2017-06-01 | $765 | $53 | $712 | $712 |
| GS SR NOTE | P | 2014-02-05 | 2017-09-28 | $5,045 | $5,022 | $23 | $23 |
| UNION PACIFIC CORP | P | 2015-07-08 | 2017-06-01 | $554 | $485 | $69 | $69 |
| ALLERGAN PLC | P | 2017-06-16 | 2017-10-19 | $2,760 | $3,531 | -$771 | -$771 |
| BERKSHIRE HATHAWAY B NEW | P | 2003-06-23 | 2017-06-01 | $1,652 | $499 | $1,153 | $1,153 |
| ISHS 7-10YR TRSY | P | 2017-03-29 | $5,806 | $5,946 | -$140 | -$140 | |
| ACCENTURE PLC IRELD | P | 2008-09-10 | 2017-06-01 | $1,243 | $385 | $858 | $858 |
| BROOKFIELD ASST MGMNT | P | 2008-06-18 | 2017-06-01 | $1,696 | $1,046 | $650 | $650 |
| JP MORGAN CHASE & COMPANY | P | 2017-01-04 | $2,601 | $1,630 | $971 | $971 | |
| ADOBE SYSTEMS | P | 2016-07-13 | 2017-06-01 | $706 | $490 | $216 | $216 |
| CME GROUP INC | P | 2014-01-15 | 2017-01-04 | $1,386 | $915 | $471 | $471 |
| JOHNSON & JOHNSON | P | 2015-12-30 | 2017-06-01 | $642 | $520 | $122 | $122 |
| APPLIED MATERIALS | P | 2017-01-25 | 2017-08-10 | $3,182 | $2,592 | $590 | $590 |
| CAPITAL ONE | P | 2017-06-01 | $772 | $773 | -$1 | -$1 | |
| LBRTY MEDIA A SIRIUS XM | P | 2014-05-08 | 2017-06-14 | $1,472 | $975 | $497 | $497 |
| CARMAX | P | 2016-05-25 | 2017-03-15 | $1,254 | $1,077 | $177 | $177 |
| CARMAX | P | 2010-06-16 | 2017-03-15 | $627 | $216 | $411 | $411 |
| LIBERTY MEDIA CORP | P | 2015-02-19 | 2017-06-01 | $642 | $462 | $180 | $180 |
| DISCOVERY COMMS | P | 2016-05-25 | 2017-05-10 | $1,405 | $1,420 | -$15 | -$15 |
| CELGENE CORP | P | 2013-05-22 | 2017-06-01 | $1,158 | $633 | $525 | $525 |
| MARATHON PETROLEUM CORP | P | 2016-03-16 | 2017-06-01 | $532 | $381 | $151 | $151 |
| P | 2016-10-12 | 2017-06-01 | $757 | $645 | $112 | $112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,568 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $485 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,387 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $404,471 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025680 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,840 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $415,466 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045347 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,452 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $308,929 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056492 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,065 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $382,001 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044673 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,347 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $344,466 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053262 | DistributionYr5Rt |
| Total Distribution | 0.225454 | TotalDistributionRt |
| Average Distribution | 0.045091 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $441,090 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $273 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,162 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,044 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $546 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $546 | SubtotalAmt |
| Tax Based On Investment Income | $546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $658 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $667 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $118 | OverpaymentAmt |
| Applied To ES Tax | $118 | AppliedToESTaxAmt |
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 |
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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM D WEAVERJR | ||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MRS JOHN L FINNEY | ||||||||
| PO BOX 520 | GLOUCESTER | VA | 23061 | SECRETARY | 000.00 | $0 | $0 | $0 |
| ROBERT L MARBLE | ||||||||
| PO BOX 1154 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID BROWN | ||||||||
| P O BOX 157 | WHITE MARSH | VA | 23183 | TREASURER | 000.00 | $0 | $0 | $0 |
| MRS WILLIAM D WEAVER JR | ||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| F BRECKENRIDGE MONTAGUE | ||||||||
| PO BOX 695 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID H TEAGLE | ||||||||
| PO BOX 637 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ROBERT JOHNSON | ||||||||
| P O BOX 52 | WARE NECK | VA | 23178 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| WILLIAM LAWRENCE | ||||||||
| 6655 LS ISLAND LANE | GLOUCESTER | VA | 23061 | VP | 000.00 | $0 | $0 | $0 |
| KENNETH GIBSON | ||||||||
| 4073 GEORGE WASHINGTON MEM HWY | HAYES | VA | 23072 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CARLTON HOGGE | ||||||||
| P O BOX 2058 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RICKY WIATT | ||||||||
| 6578 MAIN STREET | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| 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 | $12,044 | 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 | $444,121 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,686 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $447,807 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $447,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $441,090 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,055 | 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 | $12,044 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,044 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,044 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $12,044 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $12,044 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,044 | 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 | $7,794 | CurrentYearAmt |
| Year1 | $6,774 | Year1Amt |
| Year2 | $7,118 | Year2Amt |
| Year3 | $8,888 | Year3Amt |
| Total | $30,574 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,625 | CurrentYearAmt |
| Year1 | $5,758 | Year1Amt |
| Year2 | $6,050 | Year2Amt |
| Year3 | $7,555 | Year3Amt |
| Total | $25,988 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,044 | CurrentYearAmt |
| Year1 | $10,387 | Year1Amt |
| Year2 | $18,985 | Year2Amt |
| Year3 | $17,840 | Year3Amt |
| Total | $59,256 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,044 | CurrentYearAmt |
| Year1 | $10,387 | Year1Amt |
| Year2 | $18,985 | Year2Amt |
| Year3 | $17,840 | Year3Amt |
| Total | $59,256 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,703 | CurrentYearAmt |
| Year1 | $13,483 | Year1Amt |
| Year2 | $13,849 | Year2Amt |
| Year3 | $10,297 | Year3Amt |
| Total | $52,332 | 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 | $2,899 |
| GLOUCESTER WOMAN'S CLUB | ||||||
| P O BOX 1562 | GLOUCESTER | VA | 23061 | PUBLIC | TO ASSIST THE CLUB | $1,323 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,222 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,256 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,980 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,568 | ExclusionAmt |
| Related Or Exempt Function Incm | -$711 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,877 | ExclusionAmt |
| Related Or Exempt Function Incm | -$711 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,166 | 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 | $3,024 | 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 |
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 | $6,751 | 200DB | 7.0000 | $851 |
| HIGHWAY MAKER | 2015-12-22 | $1,745 | $999 | 150DB | 15.0000 | $75 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PVH CORP | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2017-02 | SoldDt |
| Gross Sales Price | $3,851 | GrossSalesPriceAmt |
| Basis | $4,562 | BasisAmt |
| Total Net | -$711 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 AT&T INC-REDEEMED | ||
| 5000 AMAZON COM INC | $5,047 | $5,160 |
| 5000 AMERICAN HONDA FIN CORP | $5,008 | $5,005 |
| 5000 AMGEN INC-RDEEMED | ||
| 5000 APPLE INC | $5,112 | $5,095 |
| 5000 ABBVIE INC | $4,990 | $5,012 |
| 5000 BANK OF AMERICA CORP | $5,021 | $5,035 |
| 5000 BECTON DICKINSON & CO | $5,094 | $5,090 |
| 5000 BLACKROCK INC | $5,063 | $5,192 |
| 5000 GENERAL ELEC CAP COPR | $5,053 | $5,358 |
| 5000 EXPRESS SCRIPTS-REDEEMD | ||
| 5000 GOLDMAN SACHS GROUP INC-REDEEM | ||
| 5000 SMUCKER JM CO | $5,145 | $5,143 |
| 5000 SYSCO CORP | $5,113 | $5,022 |
| 5000 TEVA PHARM-REDEEMED | ||
| 5000 VERIZON COMMUNICATIONS INC | $5,023 | $5,146 |
| 5000 APPLIED MATERIALS | $5,011 | $5,075 |
| 5000 AT & T | $5,012 | $5,029 |
| 5000 GOLDMAN SACHS GROUP | $5,065 | $5,074 |
| ROUNDING |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3SH AMAZON.COM-SOLD 5SH | $553 | $3,508 |
| 105SH CARMAX INC-SOLD 20SH | $2,778 | $6,734 |
| 40SH DISNEY WALT COMPANY-SOLD 5SH | $1,707 | $4,300 |
| 37SH LIBERTY MEDIA CORP-SOLD | ||
| 104SH LIBERTY MEDIA CORP | $2,963 | $4,125 |
| 45SH PVH CORP-SOLD | ||
| 30SH ANHEUSER BUSCH INBEV -SOLD 5SH | $1,977 | $3,347 |
| 85SH NESTLE S A SPNSD ADR REPSTING | $5,352 | $7,307 |
| 40SH PEPSICO INC-SOLD 5SH | $2,548 | $4,797 |
| 45SH SMUCKER JM COMPANY NEW-SOLD | ||
| 50SH CHEVRON CORP-BOUGHT 15SH | $3,928 | $6,260 |
| 55SH EXXON MOBILE CORP- BOUGHT 5SH | $2,077 | $4,600 |
| 90SH SCHLUMBERGER LTD-BOUGHT 25 SH | $7,490 | $6,065 |
| 45SH BERKSHIRE HATHAWAY INC-SOLD 5S | $2,915 | $8,920 |
| 255SH BROOKFIELD ASSET MGMT-SOLD 15 | $4,920 | $11,103 |
| 38SH CME GROUP INC CLASS A-7 SOLD | $3,121 | $5,550 |
| 120SH CAPITAL ONE-BOUGHT 5SH | $6,309 | $11,950 |
| 130SH CITIGROUP INC | $6,990 | $9,673 |
| 345SH ISHARES FLOATING -BOUGHT 150SH | $17,518 | $17,533 |
| 65SH JP MORGAN CHASE-SOLD 25 SH | $3,037 | $6,951 |
| 10SH MARKEL CORP | $2,020 | $11,391 |
| 65SH AMERISOURCEBERGEN BOUGHT 5SH | $3,475 | $5,968 |
| 25SH AMGEN INC | $2,708 | $4,348 |
| 51SH CELGENE CORP-SOLD 5 | $3,419 | $5,322 |
| 70SH JOHNSON & JOHNSON-BOUGHT 5SH | $5,374 | $9,780 |
| 95SH DANAHER CORP-BOUGHT 5 SH | $2,965 | $8,818 |
| 130SH GENERAL ELECTRIC CO-SOLD | ||
| 65SH ACCENTURE PLC IRELAND CLASS A | $3,557 | $9,951 |
| 31SH APPLE INC | $1,144 | $5,246 |
| SH ALPHABET INC CL C-SOLD 3 SHARES | $884 | $5,232 |
| 5SH ALPHABET INC CL A-SOLD 3SHARES | $886 | $5,267 |
| 100SH VISA INC CLASS A-PURCHASED 5SH | $4,608 | $11,402 |
| 45SH PRAXAIR INC-SOLD | ||
| 39SH LIBERTY BROADBAND CORP | $1,848 | $3,321 |
| 75SH AMERICAN TOWER CORP NEW | $3,850 | $10,700 |
| 55SH ISHARES 7-10 YR TREASURY-SOLD | ||
| 190SH DISCOVERY COMMUNICATIONS-SOLD | ||
| 3SH PRICELINE GROUP INC- SOLD 1 SHAR | $3,637 | $5,213 |
| 105SH MONDELEZ INTERNATIONAL | $3,843 | $4,494 |
| 90SH MERCK & COMPANY-BOUGHT 5SH | $5,408 | $5,064 |
| 55SH UNION PACIFIC CORP | $5,348 | $7,376 |
| 150SH ISHARES INTERM GOVT-BOUGHT 70 | $16,524 | $16,464 |
| 140SH ISHARES U S HOME -BOUGHT 5SH | $4,013 | $6,121 |
| 100SH JOHNSON CONTROLSINTL-BOUGHT 10 | $4,240 | $3,811 |
| 100SH MARATHON PETROLEUM CORP | $4,047 | $6,598 |
| 33SH FEDEX CORP-BOUGHT 5SH | $5,582 | $8,235 |
| 45SH FORTIVE CORP-SOLD | ||
| 30SH GENERAL DYNAMICS CORP-BOUGHT 5 | $4,350 | $6,104 |
| 110SH SOUTHWEST AIRLINES-BOUGHT 5 | $4,825 | $7,200 |
| 55SH ADOBE SYSTEMS INC.-BOUGHT 5 | $5,860 | $9,638 |
| 35SH FACEBOOK-BOUGHT 15SH | $4,713 | $6,176 |
| 40SH MASTERCARD INC-BOUGHT 5SH | $4,326 | $6,054 |
| 45SH ECOLAB INC-BOUGHT 15 | $5,503 | $6,038 |
| 135SH WEYERHAEUSER COMPANY-BOUGHT 5 | $4,063 | $4,760 |
| 29SH MARTIN MARIETTA MATERIALS INC | $6,146 | $6,410 |
| 85SH NIKE INC CL B | $4,501 | $5,317 |
| 150SH ISHARES U S TRUST SHORT MATURI | $7,537 | $7,518 |
| 160SH VANGUARD INTERMEDIATE TERM | $14,067 | $13,982 |
| 12SH SHERWIN WILLIAMS CO | $4,043 | $4,920 |
| 100SH ORACLE CORP | $5,019 | $4,728 |
| 85SH STARBUCKS CORP | $4,878 | $4,882 |
| 40SH VULCAN MATERIALS COMPANY | $4,983 | $5,135 |
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 | $9,463 | AccumulatedDepreciationAmt |
| Book Value | $2,799 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND PREMIUM DIFFERENCE | $128 |
| TIMING DIFFERENCE ON DIV/INT | $69 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE SUPPLIES | $83 | |
| LANDSCAPING & LAWNCARE | $490 | $490 |
| INSURANCE | $2,593 | $2,593 |
| REPAIRS TO THE BUILDING | $4,232 | $4,232 |
| SECURITY | $507 | $507 |
| BANK FEES | $24 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $73 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $73 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK DIFFERENCE ON SALES | Desc |
| Amt | $129 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $5,457 | Amt |
| Net Investment Income | $5,457 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H | $104 | $104 |
| TAX | $171 | |
| FRANCHISE & REGISTRATION | $25 |
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