EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-30
- IRS object ID
- 201731509349100023
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-30T13:05:08-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043715878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL BROWN BIONDOLILLO CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1415 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 230611415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521205904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDGE HILL HOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDGE | BusinessNameControlTxt |
| Phone | 8046959079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5168 WEAVER LANE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM D WEAVERJR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8046959079 | PhoneNum |
| Signature | 2017-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL B BIONDOLILLO | PreparerPersonNm |
| PTIN | P00423228 | PTIN |
| Phone | 8046930605 | PhoneNum |
| Preparation | 2017-05-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | D5642DF4423300A4A94EB47D443012BF6EC3F5D5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4A5AF60FC35E29A94F5D5990DECFDB85965FF9A | 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 | $423,608 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,050 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,413 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,413 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,413 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,361 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,361 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,494 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,719 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,543 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,493 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,774 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,092 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $273 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,274 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $220 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,179 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,179 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,208 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,208 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,078 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,774 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,918 | CashBOYAmt |
| Cash EOY | $2,078 | CashEOYAmt |
| Cash EOYFMV | $2,078 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,135 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,187 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,187 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $202,373 | CorporateStockBOYAmt |
| Corporate Stock EOY | $194,619 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $298,305 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,666 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $80,640 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $81,038 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,537 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,999 | LandBOYAmt |
| Land EOY | $3,725 | LandEOYAmt |
| Total Assets BOY | $325,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $323,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $423,608 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $325,091 | RetainedEarningBOYAmt |
| Retained Earning EOY | $323,249 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $325,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $323,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $325,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $323,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $325,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100 | OtherIncreasesAmt |
| Subtotal | $323,453 | SubtotalAmt |
| Other Decreases | $204 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $323,249 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN AIRLINES | P | 2015-06-03 | 2016-04-13 | $785 | $869 | -$84 | -$84 |
| CISCO SYSTEMS | P | 2014-06-11 | 2016-02-03 | $3,410 | $3,765 | -$355 | -$355 |
| PARKER HANNIFIN | P | 2013-04-17 | 2016-03-24 | $3,836 | $3,057 | $779 | $779 |
| EXXON MOBILE | P | 2015-08-05 | 2016-06-01 | $1,326 | $1,171 | $155 | $155 |
| DISH NETWORK CORP | P | 2014-08-15 | 2016-01-07 | $3,317 | $3,885 | -$568 | -$568 |
| STARBUCKS | P | 2013-07-03 | 2016-03-16 | $2,352 | $1,344 | $1,008 | $1,008 |
| ISHS | P | 2016-03-14 | 2016-08-05 | $1,121 | $1,086 | $35 | $35 |
| EXPRESS SCRIPTS | P | 2013-11-13 | 2016-01-14 | $3,548 | $2,926 | $622 | $622 |
| STARBUCKS | P | 2013-07-03 | 2016-07-13 | $3,400 | $2,015 | $1,385 | $1,385 |
| MONSANTO | P | 2015-11-04 | 2016-09-28 | $1,531 | $1,444 | $87 | $87 |
| HERSHEY CO | P | 2014-08-07 | 2016-06-15 | $3,848 | $3,589 | $259 | $259 |
| SUNTRUST BANK | P | 2011-11-30 | 2016-12-20 | $5,000 | $5,000 | ||
| ORACLE | P | 2016-03-24 | 2016-12-21 | $3,487 | $3,684 | -$197 | -$197 |
| ISHS7-10 | P | 2015-01-15 | 2016-02-02 | $3,279 | $3,278 | $1 | $1 |
| WELLS FARGO | P | 2014-12-31 | 2016-10-05 | $4,187 | $2,424 | $1,763 | $1,763 |
| WELLS FARGO | P | 2016-02-17 | 2016-10-05 | $881 | $977 | -$96 | -$96 |
| ISHS 7-10 | P | 2015-01-15 | 2016-08-05 | $2,242 | $2,184 | $58 | $58 |
| WF MTN | P | 2012-03-30 | 2016-06-06 | $5,046 | $5,016 | $30 | $30 |
| BROOKFIELD | P | 2016-06-21 | 2016-06-27 | $7 | $8 | -$1 | -$1 |
| ISHS 1-3 | P | 2014-01-01 | 2016-03-09 | $15,723 | $15,821 | -$98 | -$98 |
| BROOKFIELD | P | 2016-06-21 | 2016-06-29 | $92 | $107 | -$15 | -$15 |
| LIBERTY BROADBAND | P | 2014-05-08 | 2016-09-14 | $621 | $399 | $222 | $222 |
| PERRIGO | P | 2015-12-09 | 2016-04-06 | $3,273 | $3,721 | -$448 | -$448 |
| LIBERTY MEDIA | P | 2014-05-08 | 2016-04-21 | $65 | $88 | -$23 | -$23 |
| CHECKPOINT SOFTWARE | P | 2015-10-21 | 2016-06-29 | $3,498 | $3,744 | -$246 | -$246 |
| LIBERTY FORMULA | P | 2014-05-08 | 2016-04-20 | $464 | $522 | -$58 | -$58 |
| AMERICAN AIRLINES | P | 2014-01-15 | 2016-04-13 | $3,337 | $2,475 | $862 | $862 |
| LIBERTY MEDIA | P | 2014-05-08 | 2016-04-21 | $172 | $182 | -$10 | -$10 |
| AMERICAN EXPRESS | P | 2011-09-15 | 2016-09-19 | $5,000 | $4,996 | $4 | $4 |
| LIBERTY MEDIA | P | 2014-05-08 | 2016-04-21 | $178 | $207 | -$29 | -$29 |
| ANTHEM | P | 2011-01-05 | 2016-05-25 | $2,594 | $1,167 | $1,427 | $1,427 |
| MONSANTO | P | 2013-07-17 | 2016-05-19 | $2,030 | $2,218 | -$188 | -$188 |
| CME GROUP | P | 2014-01-15 | 2016-08-03 | $2,575 | $1,906 | $669 | $669 |
| MONSANTO | P | 2013-07-17 | 2016-09-28 | $2,042 | $2,056 | -$14 | -$14 |
| CAPITAL ONE FINL | P | 2012-01-20 | 2016-07-15 | $5,000 | $5,000 | ||
| PVH CORP | P | 2014-12-31 | 2016-09-14 | $2,146 | $2,444 | -$298 | -$298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,719 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$810 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,840 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $415,466 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045347 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,452 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $308,929 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056492 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,065 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $382,001 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044673 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,347 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $344,466 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053262 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,652 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $331,735 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026081 | DistributionYr5Rt |
| Total Distribution | 0.225855 | TotalDistributionRt |
| Average Distribution | 0.045171 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $404,471 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,270 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $81 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,351 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,387 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $162 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $162 | SubtotalAmt |
| Tax Based On Investment Income | $162 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $171 | AppliedToEsTaxAmt |
| Total Payments And Credits | $171 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9 | OverpaymentAmt |
| Applied To ES Tax | $9 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID BROWN | IndividualWithBooksNm |
| Phone | 8048151066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 157 | AddressLine1Txt |
| City | WHITE MARSH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23183 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM D WEAVERJR | ||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MRS JOHN L FINNEY | ||||||||
| PO BOX 520 | GLOUCESTER | VA | 23061 | SECRETARY | 000.00 | $0 | $0 | $0 |
| ROBERT L MARBLE | ||||||||
| PO BOX 1154 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID BROWN | ||||||||
| P O BOX 157 | WHITE MARSH | VA | 23183 | TREASURER | 000.00 | $0 | $0 | $0 |
| MRS WILLIAM D WEAVER JR | ||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| F BRECKENRIDGE MONTAGUE | ||||||||
| PO BOX 695 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID H TEAGLE | ||||||||
| PO BOX 637 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ROBERT JOHNSON | ||||||||
| P O BOX 52 | WARE NECK | VA | 23178 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| WILLIAM LAWRENCE | ||||||||
| 6655 LS ISLAND LANE | GLOUCESTER | VA | 23061 | VP | 000.00 | $0 | $0 | $0 |
| KENNETH GIBSON | ||||||||
| 4073 GEORGE WASHINGTON MEM HWY | HAYES | VA | 23072 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CARLTON HOGGE | ||||||||
| P O BOX 2058 | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RICKY WIATT | ||||||||
| 6578 MAIN STREET | GLOUCESTER | VA | 23061 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTINUED PRESERVATION OF THE HISTORICAL STRUCTURE AND GROUNDS OF EDGE HILL HOUSE FOR THE BENEFIT OF THE GENERAL PUBLIC. | Description1Txt |
| Expenses1 | $10,387 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $364,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,158 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $410,630 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $410,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $404,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,387 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,387 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $10,387 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $10,387 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,387 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-02-06 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,774 | CurrentYearAmt |
| Year1 | $7,118 | Year1Amt |
| Year2 | $8,888 | Year2Amt |
| Year3 | $7,426 | Year3Amt |
| Total | $30,206 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,758 | CurrentYearAmt |
| Year1 | $6,050 | Year1Amt |
| Year2 | $7,555 | Year2Amt |
| Year3 | $6,312 | Year3Amt |
| Total | $25,675 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,387 | CurrentYearAmt |
| Year1 | $18,985 | Year1Amt |
| Year2 | $17,840 | Year2Amt |
| Year3 | $17,374 | Year3Amt |
| Total | $64,586 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,387 | CurrentYearAmt |
| Year1 | $18,985 | Year1Amt |
| Year2 | $17,840 | Year2Amt |
| Year3 | $17,374 | Year3Amt |
| Total | $64,586 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,483 | CurrentYearAmt |
| Year1 | $13,849 | Year1Amt |
| Year2 | $10,297 | Year2Amt |
| Year3 | $12,733 | Year3Amt |
| Total | $50,362 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GLOUCESTER WOMAN'S CLUB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1562 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UTILITIES TO MAINTAIN BLDG | GrantOrContributionPurposeTxt |
| Amt | $2,208 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,208 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,413 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,361 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,719 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,493 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W E & M T BELVIN CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CHESAPEAKE INVESTMENT GROUP | AddressLine1Txt |
| Address Line2 | 97 N MAIN STREET P O BOX 1419 | AddressLine2Txt |
| City | KILMARNOCK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,050 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FILE CABINET | 2006-09-25 | $325 | $325 | 200DB | 7.0000 | |
| 5 FOLDING CHAIRS | 2006-10-31 | $462 | $462 | 200DB | 7.0000 | |
| CHAIR LIFT | 2015-07-21 | $9,730 | $5,560 | 200DB | 7.0000 | $1,191 |
| HIGHWAY MAKER | 2015-12-22 | $1,745 | $916 | 150DB | 15.0000 | $83 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 AT&T INC | $5,007 | $5,017 |
| 5000 AMAZON COM INC | $5,058 | $5,182 |
| 5000 AMERICAN HONDA FIN CORP | $5,018 | $5,045 |
| 5000 AMGEN INC | $5,017 | $5,016 |
| 5000 APPLE INC | $5,125 | $5,025 |
| 5000 ABBVIE INC | $4,990 | $5,002 |
| 5000 BANK OF AMERICA CORP | $5,038 | $5,052 |
| 5000 BECTON DICKINSON & CO | $5,125 | $5,128 |
| 5000 BLACKROCK INC | $5,072 | $5,157 |
| 5000 GENERAL ELEC CAP COPR | $5,066 | $5,478 |
| 5000 EXPRESS SCRIPTS | $5,057 | $4,818 |
| 5000 GOLDMAN SACHS GROUP INC | $5,042 | $5,068 |
| 5000 SMUCKER JM CO | $5,181 | $5,172 |
| 5000 SYSCO CORP | $5,154 | $5,022 |
| 5000 TEVA PHARM | $4,661 | $4,706 |
| 5000 VERIZON COMMUNICATIONS INC | $5,028 | $5,150 |
| 5000 WELLS FARGO | ||
| 5000 CAPITAL ONE | ||
| 5000 AMERICAN EXPRESS | ||
| 5000 SUNTRUST | ||
| ROUNDING | $1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150SH ISHARES 1-3 YR CR BD SOLD | ||
| 8SH AMAZON.COM | $1,475 | $5,999 |
| 125SH CARMAX INC-BOUGHT 20SH | $3,342 | $8,049 |
| 60SH DISH NETWORK-SOLD | ||
| 45SH DISNEY WALT COMPANY | $1,524 | $4,690 |
| 37SH LIBERTY MEDIA CORP | $975 | $1,277 |
| 104SH LIBERTY MEDIA CORP | $2,811 | $3,528 |
| 45SH PVH CORP | $4,562 | $4,061 |
| 100SH STARBUCKS CORP-SOLD | ||
| 35SH ANHEUSER BUSCH INBEV SA/NV | $1,948 | $3,690 |
| 40SH HERSHEY COMPANY-SOLD | ||
| 85SH NESTLE S A SPNSD ADR REPSTING | $5,242 | $6,098 |
| 45SH PEPSICO INC | $2,549 | $4,708 |
| 45SH SMUCKER JM COMPANY NEW | $3,403 | $5,763 |
| 35SH CHEVRON CORP | $2,002 | $4,120 |
| 50SH EXXON MOBILE CORP- 15SH SOLD | $1,663 | $4,513 |
| 65SH SCHLUMBERGER LTD | $6,307 | $5,457 |
| 50SH BERKSHIRE HATHAWAY INC DE CL | $2,494 | $8,149 |
| 270SH BROOKFIELD ASSET MANAGEMENT IN | $4,714 | $8,913 |
| 45SH CME GROUP INC CLASS A-25 SOLD | $3,346 | $5,191 |
| 115SH CAPITAL ONE-PURCHASED 15 | $5,786 | $10,033 |
| 130SH CITIGROUP INC | $6,763 | $7,726 |
| 195SH ISHARES FLOATING RATE BOND | $9,885 | $9,892 |
| 90SH JP MORGAN CHASE & COMPANY | $4,180 | $7,766 |
| 10SH MARKEL CORP | $2,020 | $9,045 |
| 95SH WELLS FARGO & CO NEW-SOLD | ||
| 60SH AMERISOURCEBERGEN CORP-BOUGHT | $3,102 | $4,691 |
| 25SH AMGEN INC | $2,311 | $3,655 |
| 56SH CELGENE CORP-SOLD 10 | $3,546 | $6,482 |
| 45SH EXPRESS SCRIPTS -SOLD | ||
| 65SH JOHNSON & JOHNSON | $4,504 | $7,489 |
| 105SH AMERICAN AIRLINES-SOLD | ||
| 90SH DANAHER CORP | $2,007 | $7,006 |
| 130SH GENERAL ELECTRIC COMPANY | $2,928 | $4,108 |
| 35SH PARKER-HANNIFIN CORP-SOLD | ||
| 65SH ACCENTURE PLC IRELAND CLASS A | $2,505 | $7,613 |
| 31SH APPLE INC | $329 | $3,590 |
| 150SH CISCO SYSTEMS-SOLD | ||
| 8SH ALPHABET INC CL A-NAME CHANGE | $1,949 | $6,175 |
| 8SH ALPHABET INC CL A-NAME CHANGE | $1,955 | $6,340 |
| 95SH VISA INC CLASS A-PURCHASED 15 | $3,711 | $7,412 |
| 55SH MONSANTO COMPANY NEW-SOLD | ||
| 45SH PRAXAIR INC-BOUGHT 10 | $2,025 | $5,274 |
| 20SH ANTHEM INC-SOLD | ||
| 9SH LIBERTY BROADBAND CORP-SOLD | ||
| 39SH LIBERTY BROADBAND CORP | $1,848 | $2,889 |
| 75SH AMERICAN TOWER CORP NEW | $3,056 | $7,926 |
| 55SH ISHARES 7-10 YR TREASURY-25 SOL | $5,946 | $5,765 |
| 135SH DISCOVERY COMMUNICATIONS-BOUGH | $5,263 | $5,088 |
| 4SH PRICELINE GROUP INC | $4,869 | $5,864 |
| 105SH MONDELEZ INTERNATIONAL | $3,899 | $4,655 |
| 85SH MERCK & COMPANY | $5,131 | $5,004 |
| 25SH PERRIGO COMPANY PLC-SOLD | ||
| 55SH UNION PACIFIC CORP | $5,253 | $5,702 |
| 45SH CHECK POINT SOFTWARE-SOLD | ||
| 80SH ISHARES INTERMEDIATE GOVERNMENT | $8,749 | $8,788 |
| 135SH ISHARES U S HOME CONSTRUCTION | $3,813 | $3,710 |
| 90SH JOHNSON CONTROLS INTL PLC | $3,876 | $3,707 |
| 100SH MARATHON PETROLEUM CORP | $3,808 | $5,035 |
| 28SH FEDEX CORP | $4,487 | $5,214 |
| 45SH FORTIVE CORP | $624 | $2,413 |
| 25SH GENERAL DYNAMICS CORP | $3,353 | $4,317 |
| 105SH SOUTHWEST AIRLINES | $4,559 | $5,233 |
| 50SH ADOBE SYSTEMS INC. | $4,546 | $5,148 |
| 20SH FACEBOOK | $2,581 | $2,301 |
| 35SH MASTERCARD INC | $3,579 | $3,614 |
| 30SH ECOLAB INC | $3,634 | $3,517 |
| 130SH WEYERHAEUSER COMPANY | $3,882 | $3,912 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDING AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $12,262 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,537 | AccumulatedDepreciationAmt |
| Book Value | $3,725 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND PREMIUM DIFFERENCE | $14 |
| TIMING DIFFERENCE ON DIV/INT | $190 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES | $67 | ||
| LANDSCAPING & LAWNCARE | $495 | $495 | |
| INSURANCE | $2,359 | $2,359 | |
| REPAIRS TO THE BUILDING | $5,050 | $5,050 | |
| SECURITY | $275 | $275 | |
| BOND PREMIUM/DISCOUNTS | |||
| ACCRUED INTEREST PD | $220 | ||
| BANK FEES | $88 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK DIFFERENCE ON SALES | Desc |
| Amt | $100 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $5,092 | Amt |
| Net Investment Income | $5,092 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H | $103 | $103 |
| TAX | $145 | |
| FRANCHISE & REGISTRATION | $25 |
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