HJH FOUNDATION 501 C 3: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HJH FOUNDATION 501 C 3 (EIN 54-2009003)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201621309349101517
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T11:10:36-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R ROGERS | PreparerPersonNm |
| Phone | 4345251218 | PhoneNum |
| Preparation | 2016-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $924,424 | 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 |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,509 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,491 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $152 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $152 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,665 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,491 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,775 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $51 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,197 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,381 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,381 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,381 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,617 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,491 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,860 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $683,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $624,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $656,564 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $175,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $175,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $175,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $937,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $892,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $924,424 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $2,490 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $300 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $2,490 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $300 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $934,519 | UnrestrictedBOYAmt |
| Unrestricted EOY | $892,221 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $934,519 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $892,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $937,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $892,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $934,519 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,764 | ExcessRevenueOverExpensesAmt |
| Subtotal | $906,755 | SubtotalAmt |
| Other Decreases | $14,534 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $892,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1000 shares CNO Financial | P | 2009-09-18 | 2015-10-28 | $19,620 | $0 | $5,912 | $13,708 | $0 | $0 | $0 | $13,708 |
| 12 shares Bank of the Ozarks | D | 2007-12-18 | 2015-10-29 | $600 | $0 | $44,418 | -$43,818 | $0 | $0 | $0 | -$43,818 |
| 2000 shares CNO Financial | P | 2009-09-18 | 2015-10-29 | $38,939 | $0 | $11,823 | $27,116 | $0 | $0 | $0 | $27,116 |
| 1062 shares Union Bankshares | D | 2008-12-26 | 2015-12-03 | $28,695 | $0 | $17,425 | $11,270 | $0 | $0 | $0 | $11,270 |
| 312 shares Viavi Solutions | P | 2004-03-16 | 2015-12-30 | $1,891 | $0 | $26,222 | -$24,331 | $0 | $0 | $0 | -$24,331 |
| 62 shares Lumentum Holdings | P | 2001-02-14 | 2015-12-30 | $1,371 | $0 | $5,211 | -$3,840 | $0 | $0 | $0 | -$3,840 |
| 274 shares American Capital | P | 2009-08-07 | 2015-12-31 | $3,752 | $0 | $882 | $2,870 | $0 | $0 | $0 | $2,870 |
| Call 10 Synchrony Financial | P | 2014-11-01 | 2015-01-15 | $2,323 | $0 | $0 | $2,323 | $0 | $0 | $0 | $2,323 |
| Call 20 Sprint Corp | P | 2014-03-19 | 2015-01-15 | $168 | $0 | $0 | $168 | $0 | $0 | $0 | $168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,534 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,491 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,225 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $923,093 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047910 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $910,570 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043489 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $86,268 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $699,659 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.123300 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $738,194 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105189 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $94,352 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $695,703 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135621 | DistributionYr5Rt |
| Total Distribution | 0.455509 | TotalDistributionRt |
| Average Distribution | 0.091102 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $914,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,353 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $126 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,381 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $252 | SubtotalAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $252 | TaxDueAmt |
| 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 | $694,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $175,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $928,875 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $928,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $914,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $252 | TotalTaxAmt |
| Distributable Before Adj | $45,495 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,495 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,495 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,381 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,381 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $40,381 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,495 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $94,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,268 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,600 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $297,870 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,381 | QualifyingDistributionsAmt |
| Applied To Current Year | $40,381 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,060 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,060 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $292,810 | TotalCorpusAmt |
| Undistributed Income CY | $54 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $89,292 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $203,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,650 | ExcessFromYear4Amt |
| Excess From Year3 | $86,268 | ExcessFromYear3Amt |
| Excess From Year2 | $39,600 | ExcessFromYear2Amt |
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 |
|---|---|---|---|---|---|---|
| Timberlake Christian School | ||||||
| 202 HOIZON DRIVE | FOREST | VA | 24551 | 501(c)(3) | To promote theword of Christ | $5,285 |
| Chi Alpha at Virginia Tech | ||||||
| 211-A Washington Street | Blacksburg | VA | 24060 | 501(c)(3) | To promote theword of christ | $1,000 |
| Liberty University | ||||||
| 1971 UNIV BLVD | LYNCHBURG | VA | 24502 | 501(c)(3) | To promote theword of christ | $13,000 |
| World Help | ||||||
| POBox 501 | Forest | VA | 24551 | 501(c)(3) | To promote theword of christ. | $15,096 |
| HOPE OF LIFE INTERNATIONAL | ||||||
| 85 WIPPLE STREET | PROVIDENCE | RI | 02908 | 501(c)(3) | To promote theword of Christ | $4,000 |
| TEMPLE BAPTIST CHURCH | ||||||
| PO BOX 970 | MADISON HEIGHTS | VA | 24572 | 501(c)(3) | TO PROMOTE THEWORD OF CHRIST | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,381 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,509 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,513 | 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 (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 sh AT&T Inc. | $32,383 | $34,410 |
| 2000 sh American Capital LTD | $37,395 | $27,580 |
| 1000 sh Annaly Capital | $17,021 | $9,380 |
| 650 sh Ares Capital | $29,034 | $9,263 |
| 500 sh BP PLC | $21,753 | $15,630 |
| 2000 sh Bank of America | $31,762 | $33,660 |
| 1500 sh EMC Corp Mass | $36,778 | $38,520 |
| 2790 sh Hometown Bankshares | $19,419 | $25,110 |
| 3507 sh Lumos Networks Corp | $48,302 | $39,278 |
| 5000 sh Mannkind Corp | $33,012 | $7,250 |
| 2000 sh Ntelos Holdings Corp | $33,177 | $18,280 |
| 5000 sh Peregrine Pharmaceuticals Inc. | $8,876 | $5,850 |
| 2000 sh Pfizer Inc. | $70,006 | $64,560 |
| 20000 sh Sirius XM Hldgs Inc. | $61,744 | $81,400 |
| 9762 sh Union Bankshares Corp | $143,999 | $246,393 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ROYALTY AGREEMENT - AMERICAN ALLIANCE FINANCIAL | CategoryOrItemTxt |
| Book Value | $175,000 | BookValueAmt |
| EOYFMV | $175,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Capital Losses on Investments | Desc |
| Amt | $14,534 | 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 | $152 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $152 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO BROKERAGE FEES | CategoryTxt |
| Amt | $51 | Amt |
| Net Investment Income | $51 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,197 | Amt |
| Net Investment Income | $1,197 | NetInvestmentIncomeAmt |
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