BLECHMAN-DAVID FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BLECHMAN-DAVID FOUNDATION INC (EIN 54-1839135)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349104121
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T16:24:29-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541839135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLECHMAN-DAVID FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLEC | BusinessNameControlTxt |
| Phone | 7575954500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 THIMBLE SHOALS BLVD 105 | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7575954500 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | E036FB7F4E2B2C1EB03B7E9B69063DE1DAD8266C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E036FB7F4E2B2C1EB03B7E9B69063DE1DAD8266C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,992,753 | 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 | $115,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $345 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $345 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $345 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $22,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,885 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,885 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $191,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,028 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $36,135 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $13,806 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,806 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $13,806 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $184,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,064 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $73,171 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,274 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,274 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,274 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $161 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $161 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $14,989 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,989 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $14,989 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $20,424 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $20,424 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $149,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,640 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,747 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,895 | CashBOYAmt |
| Cash EOY | $177,326 | CashEOYAmt |
| Cash EOYFMV | $177,326 | CashEOYFMVAmt |
| Acct Rcvbl | $1,480 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,480 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,480 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $140 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $140 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $140 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $879,091 | CorporateStockBOYAmt |
| Corporate Stock EOY | $688,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $896,701 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $676,107 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $917,106 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $917,106 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,640,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,784,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,992,753 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $15,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,625,233 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,784,784 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,625,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,784,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,640,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,784,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,625,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $149,390 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,070 | OtherIncreasesAmt |
| Subtotal | $1,797,693 | SubtotalAmt |
| Other Decreases | $12,909 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,784,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ARROW DWA TACTICAL | P | 2016-07-29 | $114,428 | $78,576 | $35,852 | $35,852 | |
| OPPENHEIMER DEV MARKETYS CLASSY Y | P | 2016-12-30 | $183 | $194 | -$11 | -$11 | 2016-12-02 |
| TRANSAMERICA MULTI MANAGER ALT STRTG | P | 2016-12-30 | $1,407 | $1,473 | -$66 | -$66 | |
| OPPENHEIMER DEV MARKETS CLASS Y | P | 2016-12-30 | $34,624 | $36,706 | -$2,082 | -$2,082 | |
| PERRIGO CO PLC SHS | P | 2016-07-15 | $12,196 | $20,039 | -$7,843 | -$7,843 | 2013-12-19 |
| TRANSAMERICA MULTI MANAGER ALT STRTG | P | 2016-12-30 | $20,628 | $21,590 | -$962 | -$962 | |
| MAE | P | 2016-12-31 | $5 | $5 | $5 | ||
| MIRROR LAKE | P | 2016-12-31 | $289 | $289 | $289 | ||
| DAVCO | P | 2016-12-31 | $611 | -$611 | -$611 | ||
| DUBARRY | P | 2016-12-31 | $6,548 | $6,548 | $6,548 | ||
| MAE | P | 2016-12-31 | $909 | $909 | $909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,028 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $36,135 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $519,780 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,915,560 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.271346 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,157,659 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026186 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $92,198 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,020,870 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045623 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,042 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,608,902 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $118,967 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,515,131 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078519 | DistributionYr5Rt |
| Total Distribution | 0.473288 | TotalDistributionRt |
| Average Distribution | 0.094658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,806,331 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $170,984 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $486 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $171,470 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $973 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $973 | SubtotalAmt |
| Tax Based On Investment Income | $973 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $665 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $665 | TotalPaymentsAndCreditsAmt |
| Tax Due | $308 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| 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 | false | 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 | EDWARD | IndividualWithBooksNm |
| Phone | 7575954500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 PARKWAY DRIVE | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23606 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD | ||||||||
| 118 PARKWAY DRIVE | NEWPORT NEWS | VA | 23606 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| ELIZABETH | ||||||||
| 118 PARKWAY DRIVE | NEWPORT NEWS | VA | 23606 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| J WILLIAM | ||||||||
| 623 WELLES ST SE | VIENNA | VA | 22180 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOSHUA | ||||||||
| 11 BLUNT CT | NEWPORT NEWS | VA | 23606 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| GREGORY | ||||||||
| 751 SOUTH 5TH ST | PHILADELPHIA | PA | 19147 | DIRECTOR | 0.25 | $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 |
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 | $972,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $787,640 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,833,839 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,833,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,806,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $973 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $973 | TotalTaxAmt |
| Distributable Before Adj | $89,344 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,344 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,344 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,344 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $357,751 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $357,751 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,250 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,250 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $75,094 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $75,094 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $282,657 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $282,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $282,657 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E D DAVID | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | E D DAVID VICE PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 THIMBLE SHOALS BLVD | AddressLine1Txt |
| Address Line2 | SUITE 105 | AddressLine2Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7575954500 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS ARE MADE ONLY TO 501C 3 ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CNU COOPER TRADE ROOM | ||||||
| 1 AVENUE OF THE ARTS | NEWPORT NEWS | VA | 23606 | ESTABLISH A SIMULATED TRADING FLOOR | $5,000 | |
| HILLEL AT THE UNIVERSITY OF VA | ||||||
| 1824 UNIVERSITY CIRCLE | CHARLOTTESVILLE | VA | 22903 | PROVIDE STUDENTS WITH RESOURCES | $5,000 | |
| FO BLECHMAN MEMORIAL TRUST | ||||||
| 739 THIMBLE SHOALS BLVD | NEWPORT NEWS | VA | 23606 | SCHOLARSHIPS | $4,000 | SUITE 105 |
| VERSABILITY RESOURCES | ||||||
| 2520 58TH ST | HAMPTON | VA | 23661 | GENERAL SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $339 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $339 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,064 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| G B DAVID | ||||||
| 1 | 751 SOUTH 5TH ST | PHILADELPHIA | PA | 19147 | $5,000 | Yes (X) |
| J W DAVID | ||||||
| 2 | 623 WELLES ST SE | VIENNA | VA | 22180 | $5,000 | Yes (X) |
| J M DAVID | ||||||
| 3 | 11 BLUNT CT | NEWPORT NEWS | VA | 23606 | $5,000 | Yes (X) |
| E D DAVID | ||||||
| 4 | 112 PARKWAY DRIVE | NEWPORT NEWS | VA | 23606 | $100,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB INVESTMENTS | $309,547 | $357,853 |
| SUNTRUST INVESTMENTS | $379,185 | $538,848 |
| TD AMERITRADE |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANCHOR TIP INVESTMENTS | AT COST | $42,020 | $42,020 |
| DAVCO OF VA | AT COST | $211,235 | $211,235 |
| DUBARRY | AT COST | $35,876 | $35,876 |
| GATHERING GROUP | AT COST | $182,449 | $182,449 |
| LPFRG | AT COST | $99,955 | $99,955 |
| LPFRG III | AT COST | $150,000 | $150,000 |
| MAE SMALL BUSINESS | AT COST | $6,824 | $6,824 |
| MIRROR LAKE | AT COST | $14,261 | $14,261 |
| CHAI/HARREN III | AT COST | $29,486 | $29,486 |
| LPFRG NOTE | AT COST | $130,000 | $130,000 |
| SANDMILL | AT COST | $15,000 | $15,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE - NON DEDUCTIBLE EXPENSES | Desc |
| Amt | $12,909 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| DAVCO OF VA | $11,238 | $11,238 | $11,238 |
| DUBARRY | $454 | $454 | $454 |
| LPFRG OF VA | $20 | $20 | $20 |
| MAE | $301 | $301 | $301 |
| MIRROR LAKE OF VA | $614 | $614 | $614 |
| GATHERING GROUP | $65 | $65 | $65 |
| CHAI/HARREN III | $2,294 | $2,294 | $2,294 |
| OTHER | $3 | $3 | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MAE SB | $38 | $38 | $38 |
| DAVCO OF VA | $13,046 | $13,046 | $13,046 |
| DUBARY | $1 | $1 | $1 |
| DAVVCO 1231 | $2,236 | $2,236 | $2,236 |
| DUBARRY 1231 | $1 | $1 | $1 |
| MAE 1231 | -$7 | -$7 | -$7 |
| ANCHOR TIP | -$2,010 | -$2,010 | -$2,010 |
| DUBARRY | $100 | $100 | $100 |
| GATHERING GROUP | $305 | $305 | $305 |
| MAE | $95 | $95 | $95 |
| MAE SMALL BUSINESS | $1 | $1 | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX ADJ - PRIOR YEAR NOT REFLECTED | $16,252 |
| BOOK/TAX ADJ - NOT TAXABLE INCOME | $6,818 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ED DAVID - MIRROR LAKE | Desc |
| BOY Book Value | $15,000 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCHWAB BROKERAGE FEES | $1,420 | $1,420 | $1,420 |
| SUNTRUST BROKERAGE FEES | $3,854 | $3,854 | $3,854 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TREASURER OF VA | $35 | $35 | $35 |
| FORIEGN TAXES PAID | $126 | $126 | $126 |
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