HJH FOUNDATION 501 C 3: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HJH FOUNDATION 501 C 3 (EIN 54-2009003)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-02
- IRS object ID
- 201701229349101005
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-02T14:31:04-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY R ROGERS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1081 CLOVERHILL BLVD | AddressLine1Txt |
| City | FOREST | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542009003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJH Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HJHF | BusinessNameControlTxt |
| Phone | 4345251028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 228 | AddressLine1Txt |
| City | Forest | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIMMY N THOMAS JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4345251028 | PhoneNum |
| Signature | 2017-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R ROGERS | PreparerPersonNm |
| Phone | 4345251218 | PhoneNum |
| Preparation | 2017-05-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.149.122.139 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-02 | IPDt |
| IP Tm | 14:30:57 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0DC48C59CFCF39E003286CE734A75691F199E964 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0DC48C59CFCF39E003286CE734A75691F199E964 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $815,664 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,497 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $16,295 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $578 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $578 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $578 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,295 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,775 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $252 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $252 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,295 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,860 | CashBOYAmt |
| Cash EOY | $383,872 | CashEOYAmt |
| Cash EOYFMV | $383,872 | CashEOYFMVAmt |
| Corporate Stock BOY | $624,661 | CorporateStockBOYAmt |
| Corporate Stock EOY | $436,914 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $431,792 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $175,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $892,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $820,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $815,664 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $300 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $300 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $300 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $892,221 | UnrestrictedBOYAmt |
| Unrestricted EOY | $820,486 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $892,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $820,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $892,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $820,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $892,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,477 | ExcessRevenueOverExpensesAmt |
| Subtotal | $867,744 | SubtotalAmt |
| Other Decreases | $47,258 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $820,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1500sh EMC | P | 2007-10-30 | 2016-09-07 | $36,075 | $0 | $36,778 | -$703 | $0 | $0 | $0 | -$703 |
| 167sh DVMT | P | 2016-09-07 | 2016-09-15 | $8,151 | $0 | $0 | $8,151 | $0 | $0 | $0 | $8,151 |
| 1000sh Mankind Corp | P | 2007-06-11 | 2016-12-30 | $610 | $0 | $12,651 | -$12,041 | $0 | $0 | $0 | -$12,041 |
| 2000sh American Capital LTD | P | 2008-05-02 | 2016-03-30 | $30,179 | $0 | $37,395 | -$7,216 | $0 | $0 | $0 | -$7,216 |
| 9762sh Union First Market | D | 2008-12-30 | 2016-10-20 | $283,089 | $0 | $143,998 | $139,091 | $0 | $0 | $0 | $139,091 |
| 5000sh Sirus XM Radio | D | 2012-12-13 | 2016-07-08 | $20,450 | $0 | $13,680 | $6,770 | $0 | $0 | $0 | $6,770 |
| 5000sh Sirus XM Radio | P | 2013-11-20 | 2016-03-30 | $19,550 | $0 | $18,428 | $1,122 | $0 | $0 | $0 | $1,122 |
| 1507sh Lumos Networks Corp | P | 2013-12-11 | 2016-12-30 | $23,448 | $0 | $30,960 | -$7,512 | $0 | $0 | $0 | -$7,512 |
| 2000sh Ntelos Holdings | P | 2014-01-24 | 2016-05-09 | $18,500 | $0 | $33,177 | -$14,677 | $0 | $0 | $0 | -$14,677 |
| 1000sh AT&T | P | 2014-02-05 | 2016-02-03 | $36,699 | $0 | $32,383 | $4,316 | $0 | $0 | $0 | $4,316 |
| 2000sh Bank of America | P | 2014-03-27 | 2016-08-19 | $34,059 | $0 | $31,762 | $2,297 | $0 | $0 | $0 | $2,297 |
| 1000sh Enlink Midstream Partners, LP | P | 2016-01-13 | 2016-07-14 | $18,170 | $0 | $11,450 | $6,720 | $0 | $0 | $0 | $6,720 |
| 2000sh Frontier Communications Corp | P | 2016-11-16 | 2016-12-01 | $7,140 | $0 | $6,005 | $1,135 | $0 | $0 | $0 | $1,135 |
| 1000sh BB&T | P | 2016-02-08 | 2016-02-12 | $31,469 | $0 | $31,180 | $289 | $0 | $0 | $0 | $289 |
| Royalty Agreement - American Alliance Financial | P | 2012-11-13 | 2016-11-30 | $0 | $0 | $175,000 | -$175,000 | $0 | $0 | $0 | -$175,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$47,258 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16,295 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,381 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $914,942 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044135 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,225 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $923,093 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047910 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $910,570 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043489 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,268 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $699,659 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123300 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $738,194 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105189 | DistributionYr5Rt |
| Total Distribution | 0.364023 | TotalDistributionRt |
| Average Distribution | 0.072805 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $749,492 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,567 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,567 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| 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 | 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 | JIMMY N THOMAS JR | IndividualWithBooksNm |
| Phone | 4345251028 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Fallen Oaks Lane | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24503 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JIMMY N THOMAS JR | ||||||||
| 1055 Fallen Oaks | Lynchburg | VA | 24503 | President | 1.00 | $0 | $0 | $0 |
| RHONDA P THOMAS | ||||||||
| 1055 Fallen Oaks | Lynchburg | VA | 24503 | Sec./Treas | 1.00 | $0 | $0 | $0 |
| JIMMY N THOMAS SR | ||||||||
| 1101 Fallen Oaks | Lynchburg | VA | 24503 | Director | 0.25 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $598,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $760,906 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $760,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $749,492 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,475 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $37,475 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,475 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,475 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $77,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,268 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,600 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $203,518 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $37,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,025 | RemainingDistriFromCorpusAmt |
| Total Corpus | $207,543 | TotalCorpusAmt |
| Taxable2 | $54 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $77,650 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $129,893 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,268 | ExcessFromYear4Amt |
| Excess From Year3 | $39,600 | ExcessFromYear3Amt |
| Excess From Current Year | $4,025 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIMMY N THOMAS SR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JIMMY N THOMAS JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Fallen Oak Lane | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4345251028 | RecipientPhoneNum |
| Form And Info And Materials | TYPED DESCRIPTION OF CHARITABLE CHRISTIAN ACTIVITIES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Push The Rock | ||||||
| PO Box 95 | Emmaus | PA | 18049 | 501(c)(3) | To promote theword of Christ | $3,000 |
| Wheel Power | ||||||
| 402 Brookfield Rd | Lynchburg | VA | 24503 | 501(c)(3) | To promote theword of christ | $1,500 |
| Liberty University | ||||||
| 1971 UNIV BLVD | LYNCHBURG | VA | 24502 | 501(c)(3) | To promote theword of christ | $32,000 |
| Dwelling Place Christian Fellowship | ||||||
| 3325 N Franklin St | Christiansburg | VA | 24073 | 501(c)(3) | To promote theword of christ. | $2,000 |
| TEMPLE BAPTIST CHURCH | ||||||
| PO BOX 970 | MADISON HEIGHTS | VA | 24572 | 501(c)(3) | TO PROMOTE THEWORD OF CHRIST | $2,000 |
| Elon Baptist | ||||||
| 145 Younger Dr | Madison Heights | VA | 24572 | 501(c)(3) | To promote theword of Christ | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,497 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,497 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,497 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Jeffrey R. Rogers Accounting & Tax | CategoryTxt |
| Amt | $1,775 | Amt |
| Net Investment Income | $1,775 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 sh Annaly Capital | $17,021 | $9,970 |
| 2650 sh Ares Capital | $58,524 | $43,699 |
| 1000 sh BB&T Corp | $31,930 | $47,020 |
| 500 sh BP PLC | $21,753 | $18,690 |
| 1000 sh CM Finance Inc. | $9,730 | $9,300 |
| 3000 sh Frontier Communication Corp. | $15,690 | $10,140 |
| 2901 sh Hometown Bankshares | $19,420 | $26,834 |
| 3507 sh Lumos Networks Corp | $17,342 | $31,240 |
| 5000 sh Mannkind Corp | $20,361 | $2,547 |
| 5000 sh Peregrine Pharmaceuticals Inc. | $8,876 | $1,542 |
| 3000 sh Pfizer Inc. | $100,036 | $97,440 |
| 10000 sh Sirius XM Hldgs Inc. | $29,636 | $44,500 |
| 500 sh Strum Ruger & Co, Inc. | $25,940 | $26,350 |
| 1000 sh Ventas Inc. | $60,655 | $62,520 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Capital Losses on Investments | Desc |
| Amt | $47,258 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Licenses | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of Capital | Desc |
| Revenue And Expenses Per Books | $578 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $578 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $252 | Amt |
| Net Investment Income | $252 | NetInvestmentIncomeAmt |
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