VALENTINE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VALENTINE CHARITABLE FOUNDATION INC (EIN 22-3603584)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349101201
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T07:58:09-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541487262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEWS CARTER & BOYCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12730 FAIR LAKES CIRCLE SUITE 510 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223603584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VALENTINE CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O RICHARD W HARPE MATTHEWSCARTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALE | BusinessNameControlTxt |
| Phone | 7032682581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12730 FAIR LAKES CIRCLE 510 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM CLARK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7032682581 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD W HARPE | PreparerPersonNm |
| PTIN | P00013702 | PTIN |
| Phone | 7032183600 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,510,238 | 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 | $1,929,524 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $418,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $418,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $503,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,856,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $503,889 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,851,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $922,418 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,796 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $136 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $136 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,198 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $556,973 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $556,973 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $644,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $566,623 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,207,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $844,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,775 | CashBOYAmt |
| Cash EOY | $92,774 | CashEOYAmt |
| Cash EOYFMV | $92,774 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $416,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $335,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $335,591 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,891,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,037,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,081,511 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $362 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $362 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,452,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,466,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,510,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,452,769 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,466,647 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,452,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,466,647 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,452,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,466,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,452,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,207,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,659,958 | SubtotalAmt |
| Other Decreases | $193,311 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,466,647 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,820,652 | $6,352,773 | $467,879 | $467,879 |
| CAPITAL GAINS DIVIDENDS | P | $36,010 | $36,010 | $36,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $503,889 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,736 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,736 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,736 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $293 | EsPenaltyAmt |
| Overpayment | $12,971 | OverpaymentAmt |
| Applied To ES Tax | $12,971 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD W HARPE CO MATTHEWS CARTER & BOYCE CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7032682581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12730 FAIR LAKES CIRCLE SUITE 510 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SANDRA C MOORE | ||||||||
| 721 HIGH BATTERY CIRCLE | MT PLEASANT | SC | 29464 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PETER R CLARK | ||||||||
| 3921 TENNYSON ST | HOUSTON | TX | 77005 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM CLARK | ||||||||
| 102 RIVERWOOD DRIVE | FRANKLIN | TN | 37069 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EILEEN WILDER | ||||||||
| 3921 TENNYSON ST | HOUSTON | TX | 77005 | DIRECTOR | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,392,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $531,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,924,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,924,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,730,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $636,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $636,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,736 | TotalTaxAmt |
| Distributable Before Adj | $624,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $624,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $624,777 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $566,623 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $566,623 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $624,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $298,039 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $276,364 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $220,263 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,822 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $899,488 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $566,623 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $566,623 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $58,154 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $58,154 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $841,334 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $239,885 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $601,449 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $276,364 | ExcessFromYear4Amt |
| Excess From Year3 | $220,263 | ExcessFromYear3Amt |
| Excess From Year2 | $104,822 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TRINITY SEMINARY | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $60,000 |
| THE WILDER FOUNDATION | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $25,000 |
| ST MICHAEL'S CHURCH | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $15,000 |
| LIFT UP THE VULNERABLE | |||||||
| PO BOX 22027 | NEW YORK | NY | 10087 | NONE | PC | CHARITABLE PURPOSES | $45,000 |
| LEVANT MINISTRIES | |||||||
| 600 RINEHARD RD | LAKE MARY | FL | 32746 | NONE | PC | CHARITABLE PURPOSES | $12,000 |
| INTERVARSITY | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $28,500 |
| HUGUENOT FOUNDATION | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $2,500 |
| FOCUS | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $60,005 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | NONE | PC | CHARITABLE PURPOSES | $500 |
| ANGLICAN DIOCESE IN NE | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $108,938 |
| LOW COUNTRY PREGNANCY CENTER | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $2,500 |
| BAREFOOT REPUBLIC | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $25,000 |
| WORLD RELIEF | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $25,000 |
| BOOMERANG NPO FAMILY RADIO | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $700 |
| VICTORY WORSHIP CENTER AND WORLD OUTREACH | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $3,580 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $12,500 |
| RISEPORTLAND | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $2,500 |
| TRINITY EPISCO | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $49,750 |
| KATARTISMOST GLOBAL | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $10,000 |
| KIDS ALIVE INTERNATIONAL | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $16,000 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 12730 FAIR LAKES CIRCLE | FAIRFAX | VA | 22033 | NONE | PC | CHARITABLE PURPOSES | $52,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $556,973 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $418,529 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $503,889 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $922,418 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $922,418 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
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 | AUDREY I CLARK CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RICHARD W HARPEC/O MATTHEWS CAR | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,929,524 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITES | NoncashPropertyDesc |
| Fair Market Value | $1,929,524 | FairMarketValueAmt |
| Received | 2024-03-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $9,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP. STOCKS & MUTUAL FUNDS-NET | StockNm |
| EOY Book Value | $11,037,920 | EOYBookValueAmt |
| EOYFMV | $13,081,511 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $362 | EOYBookValueAmt |
| EOYFMV | $362 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR COST BASIS OF SECURITIES CONTRIBUTED | Desc |
| Amt | $193,311 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $74,796 | Amt |
| Net Investment Income | $74,796 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $3,198 | Amt |
| Net Investment Income | $3,198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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