HJH FOUNDATION 501 C 3: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HJH FOUNDATION 501 C 3 (EIN 54-2009003)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201521289349100007
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T06:53:59-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R ROGERS | PreparerPersonNm |
| Phone | 4345251218 | PhoneNum |
| Preparation | 2015-05-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $961,183 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,363 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $50,165 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $11,484 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $281 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $281 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,819 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,484 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,775 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,478 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,478 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,714 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,827 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,484 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,295 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,295 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $648,375 | CorporateStockBOYAmt |
| Corporate Stock EOY | $683,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $707,888 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $175,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $175,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $175,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $919,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $937,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $961,183 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $1,946 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $2,490 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $1,946 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,490 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $917,927 | UnrestrictedBOYAmt |
| Unrestricted EOY | $934,519 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $917,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $934,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $919,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $937,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $917,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,573 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,165 | OtherIncreasesAmt |
| Subtotal | $934,519 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $934,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000SH SPRINT CORP | P | 2013-10-15 | 2014-03-21 | $17,910 | $0 | $12,085 | $5,825 | $0 | $0 | $0 | $5,825 |
| 1000SH SYNCHRONY FINANCIAL | P | 2014-07-31 | 2014-12-19 | $27,052 | $0 | $23,258 | $3,794 | $0 | $0 | $0 | $3,794 |
| 259SH INTEL CORP | P | 2001-02-05 | 2014-07-16 | $8,722 | $0 | $9,120 | -$398 | $0 | $0 | $0 | -$398 |
| 4910SH UNION FIRST MARKET | D | 2008-12-16 | 2014-01-17 | $120,626 | $0 | $81,547 | $39,079 | $0 | $0 | $0 | $39,079 |
| CALLS 40 SPINT CORP | P | 2014-03-07 | 2014-03-04 | $582 | $0 | $0 | $582 | $0 | $0 | $0 | $582 |
| CALL 10 SYNCHRONEY FINANCIAL | P | 2014-10-18 | 2014-08-28 | $1,283 | $0 | $0 | $1,283 | $0 | $0 | $0 | $1,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,165 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,484 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $910,570 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043489 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,268 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $699,659 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123300 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $77,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $738,194 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105189 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $94,352 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $695,703 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135621 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $120,278 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $653,258 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.184120 | DistributionYr5Rt |
| Total Distribution | 0.591719 | TotalDistributionRt |
| Average Distribution | 0.118344 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $923,093 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,243 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $598 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $109,841 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,225 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,197 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,197 | SubtotalAmt |
| Tax Based On Investment Income | $1,197 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,197 | 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 | $666,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $175,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $937,150 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $937,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $923,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,197 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,197 | TotalTaxAmt |
| Distributable Before Adj | $44,958 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,958 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,958 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,225 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,958 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $120,278 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $94,352 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $77,650 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $86,268 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $418,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,225 | QualifyingDistributionsAmt |
| Applied To Current Year | $44,225 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $733 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $733 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $417,415 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $119,545 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $297,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $94,352 | ExcessFromYear4Amt |
| Excess From Year3 | $77,650 | ExcessFromYear3Amt |
| Excess From Year2 | $86,268 | ExcessFromYear2Amt |
| Excess From Year1 | $39,600 | ExcessFromYear1Amt |
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 (11 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 | $3,885 |
| GO CHURCH | ||||||
| 10524 MOSS PARK ROAD | ORLANDO | FL | 32832 | 501(c)(3) | To promote theword of christ | $1,000 |
| THE FOR ALL MANKIND MOVEMENT INC | ||||||
| 24654 NLAKE PLEASANT PARKWAY | PEORIA | AZ | 85383 | 501(c)(3) | To promote theword of christ | $3,000 |
| Liberty University | ||||||
| 1971 UNIV BLVD | LYNCHBURG | VA | 24502 | 501(c)(3) | To promote theword of christ | $15,000 |
| ELAN BAPTIST CHURCH | ||||||
| 145 YOUNGER DRIVE | MADISON HEIGHTS | VA | 24572 | 501(c)(3) | To promote theword of christ. | $1,000 |
| SHERWOOD CHRISTIAN ACADEMY | ||||||
| 1418 OLD PRETORIA ROAD | ALBANY | GA | 31721 | 501(C)(3) | TO PROMOTE THEWORD OF CHRIST | $500 |
| ONE BODY IN CHRIST MINISTRIES | ||||||
| 406 BRIARCLIFF CIRCLE | Lynchburg | VA | 24502 | 501(C)(3) | TO PROMOTE THEWORD OF CHRIST | $500 |
| Allow the Chrildren | ||||||
| 1969 Bethel Church Road | Forest | VA | 24551 | 501(C)(3) | TO PROMOTE THEWORD OF CHRIST | $15,240 |
| HOPE OF LIFE INTERNATIONAL | ||||||
| 85 WIPPLE STREET | PROVIDENCE | RI | 02908 | 501(c)(3) | To promote theword of Christ | $1,500 |
| LifeCity Church | ||||||
| 9650 Strickland Rd Suite 103 | Raleigh | NC | 27615 | 501(c)(3) | TO PROMOTE THEWORD OF CHRIST | $600 |
| 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 | $44,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,353 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,363 | 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 (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 650 sh ARES Capital | $29,034 | $10,143 |
| 3000 sh Mannkind Corp | $20,825 | $15,645 |
| 1500 sh EMC Corp | $36,778 | $44,610 |
| 1000 sh AT&T Inc | $32,383 | $33,590 |
| 312 sh JDS Uniphase | $31,433 | $4,281 |
| 1000 sh Pfizer Inc. | $37,996 | $31,150 |
| 3973 sh Bank Of Carolinas | $44,418 | $556 |
| 10824 sh Union Bankshares Corp | $161,422 | $260,642 |
| 2274 sh American Capital | $38,277 | $33,223 |
| 1000 sh Annaly Capital Management | $17,021 | $10,810 |
| 3000 sh CNO Financial Group, Inc. | $17,735 | $51,660 |
| 20000 sh Sirius XM Radio | $61,744 | $70,000 |
| 3507 sh Lumos Networks Corp. | $48,302 | $58,988 |
| 1800 sh Hometown Bankshares Corp | $10,777 | $12,420 |
| 2000 sh Ntelos Holdings corp | $33,177 | $8,380 |
| 5000 sh Peregrine Pharmaceutical | $8,876 | $6,950 |
| 2000 sh Bank of America | $31,762 | $35,780 |
| 500 sh BP PLC | $21,754 | $19,060 |
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 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 | $281 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $281 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Capital Gains on Investments | Desc |
| Amt | $50,165 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO BROKERAGE FEES | CategoryTxt |
| Amt | $2,478 | Amt |
| Net Investment Income | $2,478 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,714 | Amt |
| Net Investment Income | $1,714 | NetInvestmentIncomeAmt |
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