4G FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- 4G FOUNDATION (EIN 45-4432900)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-15
- IRS object ID
- 201810749349100511
- 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 Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-15T15:09:40-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | 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 | 454432900 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 4G FOUNDATION (FKA NORDLEY-GOTTWALD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 4GFO | BusinessNameControlTxt |
| Phone | 8047885605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2543 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE C GOTTWALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8047885605 | PhoneNum |
| Signature | 2018-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLOTTE ANN RAMAGE | PreparerPersonNm |
| PTIN | P00368907 | PTIN |
| Phone | 8047470000 | PhoneNum |
| 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 | $24,015,751 | 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 | $332,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $332,395 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $323,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $889,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $323,871 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $656,627 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $656,266 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,091 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $737 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,202,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,202,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,221,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,202,787 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$564,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $655,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,803 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,803 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,362,785 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,964,948 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,964,948 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $21,412,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,015,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,015,751 | 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 | $21,412,828 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,015,751 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,412,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,015,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,412,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,015,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,412,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$564,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,167,437 | OtherIncreasesAmt |
| Subtotal | $24,015,751 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,015,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2200 SHS NEWMARKET | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2012-09-24 | AcquiredDt |
| Sold | 2017-12-04 | SoldDt |
| Gross Sales Price | $889,145 | GrossSalesPriceAmt |
| Cost Or Other Basis | $565,274 | CostOrOtherBasisAmt |
| Gain Or Loss | $323,871 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $323,871 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $323,871 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $873,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,035,922 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043614 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $920,995 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,952,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048595 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $941,114 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,648,875 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047897 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $821,888 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,131,311 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $744,246 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,412,186 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055490 | DistributionYr5Rt |
| Total Distribution | 0.243572 | TotalDistributionRt |
| Average Distribution | 0.048714 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,468,626 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,191,965 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,198,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,202,787 | 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 | $6,555 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,555 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,750 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,750 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $195 | OverpaymentAmt |
| Applied To ES Tax | $195 | 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 | JANET JORGENSEN | IndividualWithBooksNm |
| Phone | 8047885605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 S 4TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE C GOTTWALD SR | ||||||||
| PO BOX 2543 | RICHMOND | VA | 23218 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARK H GOTTWALD | ||||||||
| PO BOX 2543 | RICHMOND | VA | 23218 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRUCE C GOTTWALD JR | ||||||||
| PO BOX 2543 | RICHMOND | VA | 23218 | SECRETARY | 0.00 | $0 | $0 | $0 |
| THOMAS E GOTTWALD | ||||||||
| PO BOX 2543 | RICHMOND | VA | 23218 | TREASURER | 0.00 | $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 | $24,623,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,841,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,841,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $372,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,468,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,223,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,223,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,555 | TotalTaxAmt |
| Distributable Before Adj | $1,216,876 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,216,876 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,216,876 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,202,787 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,202,787 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,555 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,196,232 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,216,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,661 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $3,661 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,202,787 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,202,787 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,661 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,661 | 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 | $10,428 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHER SCHOOL FOR GIRLS | |||||||
| 11725 SUNSET BLVD | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $41,171 |
| BUILDON | |||||||
| PO BOX 16741 | STAMFORD | CT | 06905 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| CROHN'S AND COLITIS FOUNDATION (CCFA) | |||||||
| 733 THIRD AVE STE 150 | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| DELTA WATERFOWL | |||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $3,683 |
| FOCUS | |||||||
| PO BOX 1027 | NEW CANAAN | CT | 06840 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| FULL CIRCLE GRIEF CENTER | |||||||
| 10611 PATTERSON AVE BLDG 201 | RICHMOND | VA | 23238 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| LONE SURVIVOR FOUNDATION | |||||||
| 2626 S LOOP W STE 280 | HOUSTON | TX | 77054 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| MCV FOUNDATION | |||||||
| PO BOX 843042 | RICHMOND | VA | 23284 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| MCV FOUNDATION (BILLY BURLEE FUND) | |||||||
| PO BOX 980214 | RICHMOND | VA | 232980214 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| MISSION GAIT | |||||||
| 14 N BLVD | RICHMOND | VA | 23220 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $300,000 |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS (NISHA) | |||||||
| PO BOX 2844 | NANTUCKET | MA | 02584 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| RANDOLPH COLLEGE | |||||||
| 2500 RIVERMONT AVE | LYNCHBURG | VA | 24053 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $25,000 |
| RICHMOND CHRISTMAS MOTHER FUND | |||||||
| 300 E FRANKLIN ST | RICHMOND | VA | 23219 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $64,683 |
| SHEPHERD CENTER FOUNDATION | |||||||
| 2020 PEACHTREE RD | ATLANTA | GA | 30309 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| SPECIAL OPS WARRIOR FOUNDATION | |||||||
| PO BOX 89367 | TAMPA | FL | 33689 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $41,171 |
| ST JAMES CHILDRENS CENTER | |||||||
| 1205 W FRANKLIN ST | RICHMOND | VA | 23220 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $50,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $51,171 |
| THE ONSITE FOUNDATION | |||||||
| PO BOX 92247 | NASHVILLE | TN | 37209 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| UP RVA | |||||||
| 4609 WYTHE AVE | RICHMOND | VA | 23226 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| VIRGINIA MUSEUM OF FINE ARTS | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $15,000 |
| VIRGINIA TREATMENT CENTER FOR CHILDREN | |||||||
| 515 N 10TH STREET | RICHMOND | VA | 23219 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| VMI FOUNDATION | |||||||
| PO BOX 932 | LEXINGTON | VA | 24450 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $15,000 |
| VMI FOUNDATION (CENTER FOR LEADERSHIP AND ETHICS) | |||||||
| PO BOX 932 | LEXINGTON | VA | 24450 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $303,000 |
| VMI KEYDET CLUB (FOR AOF LACROSSE) | |||||||
| PO BOX 932 | LEXINGTON | VA | 24451 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $40,000 |
| VMI KEYDET CLUB (FOR GENERAL SCHOLARSHIP FUND) | |||||||
| PO BOX 932 | LEXINGTON | VA | 24452 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $35,000 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND STREET | SANTA MONICA | CA | 90404 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $41,171 |
| WILLIAM & MARY ANNUAL FUND - MASON SCHOOL | |||||||
| 101 UKRON WAY | WILLIAMSBURG | VA | 23186 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $20,000 |
| WORLD PEDIATRIC PROJECT | |||||||
| 7201 GLEN FOREST DRIVE STE 304 | RICHMOND | VA | 23226 | N/A | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $66,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,202,050 | 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 | $332,756 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 12 | ExclusionCd |
| Exclusion | $323,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $656,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $656,627 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $725 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALBEMARLE CORP - 101,937 SHS | $13,036,723 | $13,036,723 |
| NEWMARKET CORP - 27,500 SHS | $10,928,225 | $10,928,225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMONWEALTH OF VA - ANNUAL REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,167,437 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED FED TAX PAYMENTS | $6,750 | $0 | $0 |
| TAXES PAID WITH 2016 RETURN | $10,866 | $0 | $0 |
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