EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349103031
- Schema version
- 2015v2.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T14:20:15-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-16 | 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 | 2016-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $409,381 | 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 | $1,606 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,600 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,600 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,600 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,366 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,366 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,244 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $152 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $21,816 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,210 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,118 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,228 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,228 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $116 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $6,476 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $352 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,993 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,993 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,517 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,517 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,514 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,118 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,450 | CashBOYAmt |
| Cash EOY | $2,918 | CashEOYAmt |
| Cash EOYFMV | $2,918 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,135 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $190,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $202,373 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $290,986 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $80,811 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,666 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $76,342 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,263 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $4,999 | LandEOYAmt |
| Total Assets BOY | $324,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $325,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $409,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $324,491 | RetainedEarningBOYAmt |
| Retained Earning EOY | $325,091 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $324,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $325,091 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $324,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $325,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $324,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $601 | ExcessRevenueOverExpensesAmt |
| Subtotal | $325,092 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $325,091 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 65 SH OF BAXALTA INC | P | 2015-07-15 | 2015-08-04 | $2,454 | $1,991 | $463 | $463 |
| 4SH CELGENE CORP | P | 2013-05-22 | 2015-01-14 | $482 | $253 | $229 | $229 |
| 6 SH CELGENE CORP | P | 2014-04-02 | 2015-01-14 | $722 | $447 | $275 | $275 |
| 10000 CLOROX COMPANY | P | 2010-12-30 | 2015-11-02 | $10,000 | $10,000 | ||
| 25SH ISHS 7-10 Y TRSY | P | 2015-01-20 | 2015-06-11 | $2,604 | $2,732 | -$128 | -$128 |
| 25SH CUMMINS INC | P | 2013-10-02 | 2015-10-28 | $2,525 | $3,345 | -$820 | -$820 |
| 15SH RANGE RESOURCES CORP | P | 2014-12-17 | 2015-10-28 | $439 | $897 | -$458 | -$458 |
| 55SH DIRECTV | P | 2013-09-25 | 2015-05-20 | $5,014 | $3,333 | $1,681 | $1,681 |
| 310SH ALCOA INC | P | 2014-02-26 | 2015-09-02 | $2,830 | $3,691 | -$861 | -$861 |
| 25SH EXPRESS SCRIPTS HLDG | P | 2015-06-24 | $2,264 | $1,697 | $567 | $567 | |
| 2SH AMAZON.COM INC | P | 2015-04-29 | $861 | $411 | $450 | $450 | |
| 120 GENERAL MOTORS COMPANY | P | 2012-08-29 | 2015-07-08 | $3,812 | $2,565 | $1,247 | $1,247 |
| 3SH AMAZON.COM INC. | P | 2012-03-07 | 2015-10-21 | $1,685 | $553 | $1,132 | $1,132 |
| .022SH GOOGLE INC | P | 2015-05-05 | $12 | $5 | $7 | $7 | |
| 25 SH AMERISOURCEBERGEN CORP | P | 2015-02-18 | $2,499 | $1,177 | $1,322 | $1,322 | |
| 45SH ISHS 1-3Y CR BD | P | 2013-03-14 | 2015-01-20 | $4,740 | $4,752 | -$12 | -$12 |
| 15SH ANTHEM INC | P | 2011-01-05 | 2015-05-20 | $2,448 | $875 | $1,573 | $1,573 |
| 5000 JPM NOTE | P | 2011-11-16 | 2015-05-19 | $5,059 | $4,989 | $70 | $70 |
| 15 SH APPLE INC | P | 2006-09-14 | 2015-11-11 | $1,742 | $159 | $1,583 | $1,583 |
| 45SH QUALCOMM INC | P | 2010-03-03 | 2015-07-08 | $2,789 | $1,752 | $1,037 | $1,037 |
| 50SH AUTOMATIC DATA PROC INC | P | 2008-09-03 | 2015-03-06 | $4,320 | $1,990 | $2,330 | $2,330 |
| 60SH RANGE RESOURCES CORP | P | 2015-10-28 | $1,756 | $4,977 | -$3,221 | -$3,221 | |
| 65SH BAXALTA INC | P | 2014-04-09 | 2015-08-04 | $2,454 | $2,125 | $329 | $329 |
| 40SH UNITED TECHNOLOGIES CORP | P | 2004-05-12 | 2015-09-23 | $3,496 | $1,659 | $1,837 | $1,837 |
| 65SH BAXTER INTL | P | 2014-04-09 | 2015-07-15 | $2,450 | $2,618 | -$168 | -$168 |
| 10SH VALEANT PHARM INTL | P | 2013-10-24 | 2015-02-25 | $1,995 | $1,146 | $849 | $849 |
| 5000 BERKSHIRE | P | 2011-10-31 | 2015-12-15 | $5,000 | $5,000 | ||
| 20SH VALEANT PHARM INTL | P | 2013-10-24 | 2015-10-27 | $2,216 | $2,291 | -$75 | -$75 |
| 40SH CARMAX | P | 2015-04-08 | $2,946 | $969 | $1,977 | $1,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,244 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $152 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,452 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $308,929 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,065 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $382,001 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044673 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,347 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $344,466 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053262 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,652 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $331,735 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026081 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,795 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $313,043 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034484 | DistributionYr5Rt |
| Total Distribution | 0.214992 | TotalDistributionRt |
| Average Distribution | 0.042998 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $415,466 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $145 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,009 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,985 | 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 | $145 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $145 | SubtotalAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $145 | TaxDueAmt |
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 | 2.00 | $0 | $0 | $0 |
| MRS JOHN L FINNEY | ||||||||
| PO BOX 520 | GLOUCESTER | VA | 23061 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ROBERT L MARBLE | ||||||||
| PO BOX 1154 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID BROWN | ||||||||
| P O BOX 157 | WHITE MARSH | VA | 23183 | TREASURER | 2.00 | $0 | $0 | $0 |
| MRS WILLIAM D WEAVER JR | ||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| F BRECKENRIDGE MONTAGUE | ||||||||
| PO BOX 695 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID H TEAGLE | ||||||||
| PO BOX 637 | GLOUCESTER | VA | 23061 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT JOHNSON | ||||||||
| P O BOX 52 | WARE NECK | VA | 23178 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| WILLIAM LAWRENCE | ||||||||
| 6655 LS ISLAND LANE | GLOUCESTER | VA | 23061 | VP | 1.00 | $0 | $0 | $0 |
| KENNETH GIBSON | ||||||||
| 4073 GEORGE WASHINGTON MEM HWY | HAYES | VA | 23072 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CARLTON HOGGE | ||||||||
| P O BOX 2058 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RICKY WIATT | ||||||||
| 6578 MAIN STREET | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | $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 | $18,985 | 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 | $417,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,820 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $421,793 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $421,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $415,466 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,773 | 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 | $7,510 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $11,475 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $18,985 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $145 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,840 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $18,985 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $18,985 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,985 | 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 | $7,118 | CurrentYearAmt |
| Year1 | $8,888 | Year1Amt |
| Year2 | $7,426 | Year2Amt |
| Year3 | $7,889 | Year3Amt |
| Total | $31,321 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,050 | CurrentYearAmt |
| Year1 | $7,555 | Year1Amt |
| Year2 | $6,312 | Year2Amt |
| Year3 | $6,706 | Year3Amt |
| Total | $26,623 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,985 | CurrentYearAmt |
| Year1 | $17,840 | Year1Amt |
| Year2 | $17,374 | Year2Amt |
| Year3 | $18,478 | Year3Amt |
| Total | $72,677 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,985 | CurrentYearAmt |
| Year1 | $17,840 | Year1Amt |
| Year2 | $17,374 | Year2Amt |
| Year3 | $18,478 | Year3Amt |
| Total | $72,677 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,849 | CurrentYearAmt |
| Year1 | $10,297 | Year1Amt |
| Year2 | $12,733 | Year2Amt |
| Year3 | $11,482 | Year3Amt |
| Total | $48,361 | 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 | $3,517 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,517 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,600 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,244 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,210 | 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 | $1,606 | 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 | 200DB | 7.0000 | $5,560 | |
| HIGHWAY MAKER | 2015-12-22 | $1,745 | 150DB | 15.0000 | $916 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 AT&T INC | $5,010 | $5,005 |
| 5000 AMERICAN EXPRESS CR CORP | $4,996 | $5,062 |
| 5000 AMERICAN HONDA FIN CORP | $5,027 | $5,035 |
| 5000 AMGEN INC | $5,061 | $5,031 |
| 5000 BANK OF AMERICA CORP | $5,054 | $5,011 |
| 5000 BECTON DICKINSON & CO | $5,156 | $5,077 |
| 5000 BERKSHIRE HATHAWAY FIN CORP-SOL | ||
| 5000 CAPITAL ONE FINL CORP | $5,010 | $5,046 |
| 10000 CLOROX COMPANY-SOLD | ||
| 5000 GENERAL ELEC CAP COPR | $5,078 | $5,516 |
| 5000 GOLDMAN SACHS GROUP INC | $5,069 | $5,098 |
| 5000 JP MORGAN CHASE & COMPANY-SOLD | ||
| 5000 SUNTRUST BANKS INC. | $5,000 | $5,093 |
| 5000 VERIZON COMMUNICATIONS INC | $5,034 | $5,090 |
| 5000 WELLS FARGO & CO | $5,030 | $5,070 |
| 5000 AMAZON COM INC | $5,070 | $5,147 |
| 5000 ABBVIE INC | $4,990 | $4,945 |
| 5000 BLACKROCK INC | $5,081 | $5,116 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150SH ISHARES 1-3 YR CR BD SOLD 45 | $15,821 | $15,690 |
| 8SH AMAZON.COM-SOLD 5 SH | $1,475 | $5,407 |
| 105SH CARMAX INC-SOLD 40 | $2,265 | $5,667 |
| 55SH DIRECT TV-SOLD | ||
| 60SH DISH NETWORK | $3,885 | $3,431 |
| 45SH DISNEY WALT COMPANY | $1,524 | $4,729 |
| 120SH GENERAL MOTORS COMPANY-SOLD | ||
| 37SH LIBERTY MEDIA CORP CL A | $1,244 | $1,452 |
| 104SH LIBERTY MEDIA CORP CL C | $3,540 | $3,960 |
| 50SH PVH CORP | $5,913 | $3,683 |
| 100SH STARBUCKS CORP | $3,359 | $6,003 |
| 35SH ANHEUSER BUSCH INBEV SA/NV | $1,948 | $4,375 |
| 40SH HERSHEY COMPANY | $3,589 | $3,571 |
| 85SH NESTLE S A SPNSD ADR REPSTING | $5,242 | $6,326 |
| 45SH PEPSICO INC | $2,549 | $4,496 |
| 45SH SMUCKER JM COMPANY NEW | $3,403 | $5,550 |
| 35SH CHEVRON CORP | $2,002 | $3,149 |
| 65SH EXXON MOBILE CORP | $2,834 | $5,067 |
| 75SH RANGE RESOURCES CORP-SOLD | ||
| 65SH SCHLUMBERGER LTD | $6,307 | $4,534 |
| 50SH BERKSHIRE HATHAWAY INC DE CL | $2,494 | $6,602 |
| 270SH BROOKFIELD ASSET MANAGEMENT IN | $4,714 | $8,513 |
| 70SH CME GROUP INC CLASS A | $5,251 | $6,342 |
| 100SH CAPITAL ONE | $4,748 | $7,218 |
| 130SH CITIGROUP INC | $6,763 | $6,727 |
| 195SH ISHARES FLOATING RATE BOND | $9,885 | $9,836 |
| 90SH JP MORGAN CHASE & COMPANY | $4,180 | $5,943 |
| 10SH MARKEL CORP | $2,020 | $8,833 |
| 95SH WELLS FARGO & CO NEW | $2,424 | $5,164 |
| 50SH AMERISOURCEBERGEN CORP-SOLD 25 | $2,308 | $5,186 |
| 25SH AMGEN INC | $2,311 | $4,058 |
| 65SH BAXTER INTERNATIONAL-SOLD | ||
| 56SH CELGENE CORP-SOLD 10 | $3,546 | $6,707 |
| 45SH EXPRESS SCRIPTS -SOLD 25 | $2,926 | $3,933 |
| 65SH JOHNSON & JOHNSON | $4,504 | $6,677 |
| 30SH VALEANT PHARM INTL INC -SOLD | ||
| 105SH AMERICAN AIRLINES | $3,344 | $4,447 |
| 25SH CUMMINS INC-SOLD | ||
| 90SH DANAHER CORP | $2,632 | $8,359 |
| 130SH GENERAL ELECTRIC COMPANY | $2,928 | $4,049 |
| 35SH PARKER-HANNIFIN CORP | $3,057 | $3,394 |
| 40SH UNITED TECHNOLOGIES CORP-SOLD | ||
| 65SH ACCENTURE PLC IRELAND CLASS A | $2,505 | $6,792 |
| 31SH APPLE INC-SOLD 15 | $329 | $3,263 |
| 50SH AUTOMATIC DATA PROCESS-SOLD | ||
| 150SH CISCO SYSTEMS | $3,765 | $4,073 |
| 8SH ALPHABET INC CL A-NAME CHANGE | $1,949 | $6,071 |
| 8SH ALPHABET INC CL A-NAME CHANGE | $1,955 | $6,224 |
| 45SH QUALCOMM INC-SOLD | ||
| 80SH VISA INC CLASS A | $2,548 | $6,204 |
| 310SH ALCOA-SOLD | ||
| 55SH MONSANTO COMPANY NEW | $5,718 | $5,419 |
| 35SH PRAXAIR INC | $1,045 | $3,584 |
| 20SH ANTHEM INC-SOLD 15 | $1,167 | $2,789 |
| 9SH LIBERTY BROADBAND CORP | $399 | $465 |
| 39SH LIBERTY BROADBAND CORP | $1,848 | $2,023 |
| 75SH AMERICAN TOWER CORP NEW | $3,056 | $7,271 |
| 80SH ISHARES 7-10 YR TREASURY | $8,693 | $8,447 |
| 135SH DISCOVERY COMMUNICATIONS | $3,843 | $3,405 |
| 4SH PRICELINE GROUP INC | $4,869 | $5,100 |
| 105SH MONDELEZ INTERNATIONAL | $3,899 | $4,708 |
| 85SH MERCK & COMPANY | $5,131 | $4,490 |
| 25SH PERRIGO COMPANY PLC | $3,721 | $3,617 |
| 55SH UNION PACIFIC CORP | $5,253 | $4,301 |
| 45SH CHECK POINT SOFTWARE | $3,745 | $3,662 |
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 | $7,263 | AccumulatedDepreciationAmt |
| Book Value | $4,999 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES | $20 | ||
| LANDSCAPING & LAWNCARE | $422 | $422 | |
| INSURANCE | $2,390 | $2,390 | |
| REPAIRS TO THE BUILDING | $906 | $906 | |
| SECURITY | $275 | $275 | |
| BOND PREMIUM/DISCOUNTS | $265 | $265 | |
| ACCRUED INTEREST PD | $87 | $87 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $5,228 | Amt |
| Net Investment Income | $5,228 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H | $116 | $116 |
| TAX | $388 | |
| FRANCHISE & REGISTRATION | $25 |
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