DOUGLAS AND MARIANNE DICKERSON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS AND MARIANNE DICKERSON FOUNDATION (EIN 20-1577084)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-24
- IRS object ID
- 201802059349100005
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-24T09:47:07-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541517420 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALL EINHORN & CHERNITZER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W MAIN ST SUITE 1200 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23510 | 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 | 201577084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS & MARIANNE DICKERSON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DOUGLAS DICKERSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 7574281080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 KAMICHI COURT | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS DICKERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7574281080 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BOWDEN | PreparerPersonNm |
| PTIN | P00662657 | PTIN |
| Phone | 7576254700 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,530,370 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $76,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $972,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,874 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,585 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,585 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $182,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,973 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,403 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,124 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,552 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,696 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $744,581 | CashBOYAmt |
| Cash EOY | $143,407 | CashEOYAmt |
| Cash EOYFMV | $143,407 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,462,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,963,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,510,912 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $662,284 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $714,950 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $708,413 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,089,225 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,076,228 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,167,638 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,958,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,897,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,530,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,958,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,897,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,958,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,897,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,958,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,897,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,958,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,579 | ExcessRevenueOverExpensesAmt |
| Other Increases | $485 | OtherIncreasesAmt |
| Subtotal | $3,897,700 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,897,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ACL ALTERNATIVE - ST | P | $6,598 | $6,598 | $6,598 | |
| ACL ALTERNATIVE - LT | P | $259 | $259 | $259 | |
| SUNTRUST 4315 - ST SALES | P | $52,924 | $4,135 | $4,135 | $48,789 |
| SUNTRUST 4315 - LT SALES | P | $873,643 | $47,774 | $47,774 | $825,869 |
| SUNTRUST 4750 - ST SALES | P | $2,077 | $167 | $167 | $1,910 |
| AMA MULTI STRATEGY OFFSHORE FUND LTD | P | $1,848 | $363 | $363 | $1,485 |
| CAPITAL GAINS DIVIDENDS | P | $35,578 | $35,578 | $35,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,874 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $212,495 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,176,941 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050873 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $220,658 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,402,562 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050120 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $157,151 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,431,338 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035464 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $210,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,390,115 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047835 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $256,621 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,413,839 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058140 | DistributionYr5Rt |
| Total Distribution | 0.242432 | TotalDistributionRt |
| Average Distribution | 0.048486 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,364,780 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $211,631 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,567 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $213,198 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $218,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,567 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,567 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,065 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,065 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,498 | OverpaymentAmt |
| Applied To ES Tax | $1,498 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DOUGLAS DICKERSON | IndividualWithBooksNm |
| Phone | 7574281080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 KAMICHI COURT | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS DICKERSON | ||||||||
| 1204 KAMICHI COURT | VIRGINIA BEACH | VA | 23451 | CHAIRMAN/SECRETARY | 10.00 | $0 | $0 | $0 |
| MARIANNE DICKERSON | ||||||||
| 1204 KAMICHI COURT | VIRGINIA BEACH | VA | 23451 | VICE CHAIRMAN/PRESIDENT/TR | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,149,361 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,431,249 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,431,249 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,364,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,567 | TotalTaxAmt |
| Distributable Before Adj | $216,672 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,672 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,672 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $218,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,567 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $216,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $207,754 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $207,754 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $206,426 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS DICKERSON | ContributingManagerNm |
| Contributing Manager | MARIANNE DICKERSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DOUGLAS DICKERSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 KAMICHI COURT | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7574281080 | RecipientPhoneNum |
| Form And Info And Materials | INFORMAL LETTER STATING PURPOSE AND NEED FOR REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS COLLEGE FOUNDATION | ||||||||
| 7300 NEWPORT AVENUE SUITE 500 | NORFOLK | VA | 23505 | NONE | PUBLIC | TO PROVIDE STUDENTS, WHO MAY NOT HAVE THE OPPORTUNITY, THE PATH TO ATTEND AND COMPLETE COLLEGE | $5,000 | |
| AN ACHIEVABLE DREAM | ||||||||
| 5720 MARSHALL AVENUE | NEWPORT NEWS | VA | 23605 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR EDUCATION | $45,000 | |
| CHRYSLER MUSEUM OF ART | ||||||||
| 1 MEMORIAL PLACE | NORFOLK | VA | 23510 | NONE | PUBLIC | TO SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $2,000 | |
| EQUI-KIDS | ||||||||
| 1252 OCEANA BLVD | VIRGINIA BEACH | VA | 23454 | NONE | PUBLIC | PROVIDE ASSISTANCE TO THERAPY FOR INDIVIDUALS WITH DISABILITIES | $7,500 | |
| IMPERIAL VALLEY FOOD PANTRY | ||||||||
| 329 APPLESTILL ROAD | EL CENTRO | CA | 92243 | NONE | PUBLIC | BRINGING HEALTH AND HOPE TO THE IMPERIAL VALLEY | $1,000 | |
| MONTREAT COLLEGE | ||||||||
| 310 GAITHER CIRCLE PO BOX 1267 | MONTREAT | NC | 28757 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR HIGHER EDUCATION | $1,000 | |
| NORFOLK ACADEMY | ||||||||
| 1585 WESLEYAN DRIVE | NORFOLK | VA | 23502 | NONE | PRIVATE | PROVIDE ASSISTANCE FOR COLLEGE PREPATORY STUDENTS | $1,000 | |
| NORFOLK BOTANICAL GARDENS | ||||||||
| 6700 AZALEA GARDEN RD | NORFOLK | VA | 23518 | NONE | PUBLIC | TO SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $15,000 | |
| ODU ENDOWED SCHOLARSHIP IN BUSINESS | ||||||||
| OLD DOMINION UNIVERSITY 129 KOCH | NORFOLK | VA | 23529 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR HIGHER EDUCATION | $1,000 | HALL |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | NONE | PUBLIC | PROVIDE ASSISTANCE IN PROVIDING CHILDREN ACCESS TO SAFE SURGERY | $10,000 | |
| OUR SAVIOUR LUTHERAN CHURCH | ||||||||
| 4200 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | NONE | PRIVATE | PROVIDE ASSISTANCE FOR RELIGOUS FUNCTIONS | $12,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| ONE KROC DRIVE | OLK BROOK | IL | 60523 | NONE | PUBLIC | FOR ASSISTANCE IN IMPROVING THE LIVES OF CHILDREN | $2,500 | |
| SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | PUBLIC | PROVIDE SOLUTIONS TO HUNGER AND CERTAIN CONSEQUENCES | $3,000 | |
| ST MARY HOME FOR DISABLED CHILDREN | ||||||||
| 6171 KEMPSVILLE CIRCLE | NORFOLK | VA | 23502 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR DISABLED CHILDREN | $5,000 | |
| TIDEWATER COMMUNITY COLLEGE | ||||||||
| 121 COLLEGE PLACE | NORFOLK | VA | 23510 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR EDUCATION | $1,000 | |
| UNITED WAY | ||||||||
| 2515 WALMER RD | NORFOLK | VA | 23513 | NONE | PUBLIC | FOR ASSISTANCE IN IMPROVING COMMUNITIES | $100,000 | |
| VIRGINIA AQUARIUM FOUNDATION | ||||||||
| 717 GENERAL BOOTH BOULEVARD | VIRGINIA BEACH | VA | 23451 | NONE | PUBLIC | FOR ASSISTANCE IN EDUCATION, EXIHIBITS AND OTHER NEEDS | $1,000 | |
| YOUTH WITH A MISSIONS | ||||||||
| PO BOX 7736 4511 GOVERNMENT RD | RICHMOND | VA | 23231 | NONE | PUBLIC | TO SUPPORT RECIPIENT'S TAX-EXEMPT PROGRAM | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,514 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,585 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,874 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $182,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,973 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,750 | Amt |
| Net Investment Income | $6,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME BONDS | BondNm |
| EOY Book Value | $714,950 | EOYBookValueAmt |
| EOYFMV | $708,413 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,963,115 | EOYBookValueAmt |
| EOYFMV | $2,510,912 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | AT COST | $845,322 | $947,252 |
| REAL ASSETS | AT COST | $230,906 | $220,386 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $250 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $11,278 | $11,278 | $11,278 |
| ACL ALTERNATIVE INCOME | $307 | $307 | $307 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT | Desc |
| Amt | $485 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $15,075 | $15,075 | $0 |
| ACL ALTERNATIVE FUND FEES | $3,328 | $3,328 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES AND LICENSES | $25 | $0 | $0 |
| FOREIGN TAXES PAID | $1,124 | $1,124 | $0 |
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