BETA

EVELYN F JAMES FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
EVELYN F JAMES FOUNDATION (EIN 54-1662984)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201511349349101691
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-14T11:53:30-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541467814PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SPENCER HAGER & MOSDELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1165AddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP240061165ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541662984EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EVELYN F JAMES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEVELBusinessNameControlTxt
Phone5403439303PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12919 WYCLIFFE AVE SWAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWALTER M DIXONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5403439303PhoneNum
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM E SPENCER JRPreparerPersonNm
PTINP01306135PTIN
Phone5409850308PhoneNum
Preparation2015-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$371,884FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,667DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,667DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,667DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$19,999NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$193,816GrossSalesPriceAmt
Total Rev And Expnss$26,667TotalRevAndExpnssAmt
Total Net Invst Incm$6,668TotalNetInvstIncmAmt
Total Adj Net Incm$6,668TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$755AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$755AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,500OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$88TaxesRevAndExpnssAmt
Taxes Net Invst Incm$88TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,343TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,343TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,480ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,480ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,823TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,343TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,480TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,156ExcessRevenueOverExpensesAmt
Net Investment Income$2,325NetInvestmentIncomeAmt
Adjusted Net Income$6,668AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,997SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,157SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,157SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$36,701USGovernmentObligationsBOYAmt
US Government Obligations EOY$51,126USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$50,346USGovtObligationsEOYFMVAmt
Corporate Stock BOY$200,173CorporateStockBOYAmt
Corporate Stock EOY$206,433CorporateStockEOYAmt
Corporate Stock EOYFMV$287,321CorporateStockEOYFMVAmt
Corporate Bonds BOY$51,691CorporateBondsBOYAmt
Corporate Bonds EOY$31,691CorporateBondsEOYAmt
Corporate Bonds EOYFMV$31,060CorporateBondsEOYFMVAmt
Other Assets BOY$660OtherAssetsBOYAmt
Other Assets EOY$524OtherAssetsEOYAmt
Total Assets BOY$296,222TotalAssetsBOYAmt
Total Assets EOY$292,931TotalAssetsEOYAmt
Total Assets EOYFMV$371,884TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$296,222RetainedEarningBOYAmt
Retained Earning EOY$292,931RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$296,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$292,931TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$296,222TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$292,931TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$296,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,156ExcessRevenueOverExpensesAmt
Subtotal$293,066SubtotalAmt
Other Decreases$135OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$292,931TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,725AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$325,991NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.069711DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,075AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$323,634NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.071300DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,150AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$334,611NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.069185DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,434AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$338,258NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.072235DistributionYr4Rt
Adjusted Qlfy Distri Yr5$28,276AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$325,321NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.086917DistributionYr5Rt
Total Distribution0.369348TotalDistributionRt
Average Distribution0.073870AverageDistributionRt
Net Vl Noncharitable Assets$356,375NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,325AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$23NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,348AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,480QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47InvestmentIncomeExciseTaxAmt
Subtotal$47SubtotalAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Tax Due$47TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DIXON HUBARD FEINOUR & BROWNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5403439903PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1601 S JEFFERSON STAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24011ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
G SCOTT SHACKELFORD
2919 WYCLIFFE AVEROANOKEVA24014PRESIDENT/ D0.00$0$0$0
WALTER M DIXON
601 S JEFFERSON STROANOKEVA24011DIRECTOR0.00$0$0$0
WILLIAM S SHACKELFORD
1344 29TH NWWASHINGTONDC20007DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$348,479AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,323AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$361,802TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$361,802AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,427CashDeemedCharitableAmt
Net Vl Noncharitable Assets$356,375NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,819MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,819MinimumInvestmentReturnAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Total Tax$47TotalTaxAmt
Distributable Before Adj$17,772DistributableBeforeAdjAmt
Distributable Before Ded$17,772DistributableBeforeDedAmt
Distributable As Adjusted$17,772DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,480ExpensesAndContributionsAmt
Qualifying Distributions$25,480QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,480AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,772DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$12,128ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,593ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,476ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,980ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,494ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$39,671TotalExcessDistributionCyovAmt
Qualifying Distributions$25,480QualifyingDistributionsAmt
Applied To Current Year$17,772AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,708RemainingDistriFromCorpusAmt
Total Corpus$47,379TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$12,128ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$35,251ExcessDistriCyovToNextYrAmt
Excess From Year4$7,593ExcessFromYear4Amt
Excess From Year3$6,476ExcessFromYear3Amt
Excess From Year2$6,980ExcessFromYear2Amt
Excess From Year1$6,494ExcessFromYear1Amt
Excess From Current Year$7,708ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
APPLE RIDGE FARM
541 LUCK AVENUE STE 304ROANOKEVA24016CONTRIBUTION$275
BLUE RIDGE PBS
PO BOX 13246ROANOKEVA240323246CONTRIBUTION$250
BROOKGREEN GARDENS
PO BOX 3368PAWLEYS ISLANDSC295853368CONTRIBUTION$300
CENTER IN THE SQUARE
1 MARKET SQUARE STE 5ROANOKEVA240111434CONTRIBUTION$300
ELDERHOSTEL
PO BOX 259LEWISTONME042430259CONTRIBUTION$50
GOOD SAMARITAN HOSPICE
2408 ELECTRIC ROADROANOKEVA24018CONTRIBUTION$100
HARRISON MUSEUM
PO BOX 12544ROANOKEVA24026CONTRIBUTION$250
HISTORY MUSEUM OF WVA
PO BOX 1904ROANOKEVA24008CONTRIBUTION$100
MILL MOUNTAIN THEATRE
1 MARKET SQ STE 4ROANOKEVA24011CONTRIBUTION$250
NATIONAL D-DAY MEMORIAL
PO BOX 77BEDFORDVA24523CONTRIBUTION$1,000
NORTH CROSS SCHOOL
4254 COLONIAL AVENUEROANOKEVA24018CONTRIBUTION$500
PLANNED PARENTHOOD
2207 PETERS CREEK RDROANOKEVA24017CONTRIBUTION$500
POPLAR FOREST
PO BOX 419FORESTVA245510419CONTRIBUTION$500
PROJECT ACCESS
PO BOX 8398ROANOKEVA24014CONTRIBUTION$100
ROANOKE COLLEGE
221 COLLEGE LANESALEMVA24153CONTRIBUTION$100
ST JOHN'S EPISCOPAL CHURCH
PO BOX 257ROANOKEVA24002CONTRIBUTION$25
TAUBMAN MUSEUM OF ART
110 SALEM AVEROANOKEVA24011CONTRIBUTION$500
THE MONTICELLO ASSOCIATION
612 RICHMOND STELCERRITOCA94530CONTRIBUTION$100
THOMAS JEFFERSON FOUNDATION
PO BOX 217CHARLOTTESVILLEVA22902CONTRIBUTION$500
UVA ALUMNI ASSOCIATION
PO BOX 400314CHARLOTTESVILLEVA229073015CONTRIBUTION$250
UVA LIBRARY
PO BOX 400314CHARLOTTESVILLEVA22904CONTRIBUTION$5,000
WOODBERRY FOREST SCHOOL
402 WOODBERRY STATIONWOODBERRY FORESTVA22989CONTRIBUTION$500
WVTF
3520 KINGSBURY LANEROANOKEVA24014CONTRIBUTION$150
ROANOKE SYMPHONY
128 CAMPBELL AVENUEROANOKEVA24011CONTRIBUTION$500
VIRGINIA HISTORICAL SOCIETY
PO BOX 7311ROANOKEVA232861203CONTRIBUTION$50
ST PATRICK'S EPISCOPAL DAY SCHOOL
4700 WHITEHAVEN PARKWAYWASHINGTONDC20007CONTRIBUTION$500
JEFFERSON CENTER
541 LUCK AVENUE SUITE 221ROANOKEVA240165505CONTRIBUTION$150
CHILDREN'S TRUST ROANOKE VALLEY
541 LUCK AVENUE STE 308ROANOKEVA24016CONTRIBUTION$100
YOUNG AUDIENCES
420 NORTH CENTER DRIVENORFOLKVA23502CONTRIBUTION$100
VIRGINIA ATHLETICS FOUNDATION
PO BOX 400833CHARLOTESVILLEVA229073015CONTRIBUTION$350
UNITED WAY
325 CAMPBELL AVENUEROANOKEVA24016CONTRIBUTION$500
PRESBYTERIAN COMMUNITY CENTER
1228 JAMISON AVENUEROANOKEVA240181054CONTRIBUTION$100
ST FRANCIS SERVICE DOGS
PO BOX 19538ROANOKEVA24018CONTRIBUTION$100
ST JOHNS EPISCOPAL CHURCH
PO BOX 257ROANOKEVA24002CONTRIBUTION$7,500
HISTORY MUSEUM OF WVA
PO BOX 1904ROANOKEVA24008CONTRIBUTION$1,000
ROANOKE CITY PARKS AND REC
215 CHURCH AVENUEROANOKEVA24011CONTRIBUTION$250
ROANOKE PUBLIC LIBRARY FOUNDATION
706 SOUTH JEFFERSON STREEROANOKEVA24016CONTRIBUTION$30
ST JOHN'S EPISCOPAL
PO BOX 257ROANOKEVA24002CONTRIBUTION$100
ROANOKE COMMUNITY GARDEN ASSOC
3365 KELLY LANEROANOKEVA24018CONTRIBUTION$100
BRANDON OAKS EMPLOYEE FUND
3804 BRANDON AVEROANOKEVA24018CONTRIBUTION$100
ST ALBANS SCHOOL
MOUNT ST ALBANSWASHINGTONDC20016CONTRIBUTION$500
VIRGINIA HISTORICAL SOCIETY
PO BOX 7311RICHMONDVA23286CONTRIBUTION$150
DUKE UNIVERSITY
710 W MAIN STDURHAMNC27701CONTRIBUTION$100
RCGA
655 HIGHLAND AVEROANOKEVA24013CONTRIBUTION$200
STRATFORD HALL
483 GREAT HOUSE ROADSTRATFORDVA22558CONTRIBUTION$100
BRAIN INJURY SERVICES
3904 FRANKLIN ROADROANOKEVA24014CONTRIBUTION$500
ST PATRICKS DAY SCHOOL- ANNUAL FUN
4700 WHITEHAVEN PARKWAYWASHINGTONDC20007CONTRIBUTION$500
AMERICAN RED CROSS
PO BOX 29637RALEIGHNC27626CONTRIBUTION$125
ROANOKE VALLEY SPCA
1340 BALDWIN AVEROANOKEVA24012CONTRIBUTION$150
ST JOHNS EPISCOPAL CHURCH ENDOW
PO BOX 257ROANOKEVA24002CONTRIBUTION$25
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,480TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,667ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,999RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,668ExclusionAmt
Related Or Exempt Function Incm$19,999RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,667TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$755Amt
Net Investment Income$755NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (23 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ALLSTATE CORP2012-09PURCHASE2014-01$10,628$7,764$2,864
SCRIPPS NETWORKS INTERACTIVE2013-09PURCHASE2014-01$7,551$7,370$181
TRACTOR SUPPLY2013-04PURCHASE2014-02$9,499$8,186$1,313
MANPOWER GROUP INC2013-07PURCHASE2014-02$7,542$6,550$992
WALMART STORES2012-09PURCHASE2014-03$7,456$7,369$87
HOLLYFRONTIER CORP2013-05PURCHASE2014-03$7,342$7,439-$97
AVERY DENNISON CORP2013-06PURCHASE2014-03$7,471$6,412$1,059
MICHAEL KORS LTD2013-02PURCHASE2014-04$8,908$6,183$2,725
QUESTCOR PHARMACEUTICALS INC2014-02PURCHASE2014-04$8,454$7,682$772
PRUDENTIAL FINL2013-06PURCHASE2014-05$8,331$7,267$1,064
SAPIENT CORP2013-12PURCHASE2014-06$5,686$6,207-$521
ROCKWELL AUTOMATION2013-08PURCHASE2014-08$8,543$7,477$1,066
AUTONATION INC2013-09PURCHASE2014-08$6,708$6,618$90
SUNCOR ENERGY INC2014-06PURCHASE2014-09$5,492$6,079-$587
ORACLE CORP2014-03PURCHASE2014-10$7,590$7,945-$355
BAKER HUGHES INC2014-01PURCHASE2014-10$7,632$7,096$536
PPG INDS2012-10PURCHASE2014-10$9,442$5,767$3,675
TRINITY INDS INC2013-11PURCHASE2014-10$8,070$6,557$1,513
HONEYWELL INT'L2012-10PURCHASE2014-10$10,533$7,683$2,850
SANMINA CORP2014-05PURCHASE2014-11$8,773$7,289$1,484
QUALCOMM INC2013-09PURCHASE2014-11$7,046$6,999$47
HSBC FINANCE2007-10PURCHASE2014-11$20,000$20,000
ECOLAB INC2014-09PURCHASE2014-12$5,119$5,878-$759

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$31,691EOYBookValueAmt
EOYFMV$31,060EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$206,433EOYBookValueAmt
EOYFMV$287,321EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$15,098USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$15,144USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$36,028StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$35,202StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTDesc
BOY Book Value$660BOYBookValueAmt
EOY Book Value$524EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescACCRUED INTERESTDesc
Amt$135Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$3,500NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$69$69
FOREIGN TAXES PAID$19$19

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