DENTON FAMILY CHARITABLE FOUNDATION LTD: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DENTON FAMILY CHARITABLE FOUNDATION LTD (EIN 54-1349360)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-12
- IRS object ID
- 201542249349100629
- 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 Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-12T11:57:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541989338 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YANCEY BOWMAN & HELSLEY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 NEFF AVENUE SUITE 3000 | AddressLine1Txt |
| City | HARRISONBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22801 | 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 | 541349360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTON FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENT | BusinessNameControlTxt |
| Phone | 5402340602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 632 | AddressLine1Txt |
| City | HARRISONBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI LYNN DENTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5402340602 | PhoneNum |
| Signature | 2015-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD H YANCEY CPA | PreparerPersonNm |
| PTIN | P00393042 | PTIN |
| Phone | 5404333777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,398,295 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $47,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,936 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $47,936 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,709 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $31,709 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $74,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,936 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $79,645 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,959 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,959 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,730 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $13 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $13 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $667 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $667 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,956 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $12,114 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,842 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,114 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,211 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,837 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,837 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,114 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,531 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,770 | CashBOYAmt |
| Cash EOY | $60,007 | CashEOYAmt |
| Cash EOYFMV | $60,007 | CashEOYFMVAmt |
| Acct Rcvbl | $882 | AcctRcvblAmt |
| Acct Rcvbl EOY | $882 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $882 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $111,238 | CorporateStockBOYAmt |
| Corporate Stock EOY | $100,083 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $100,083 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,249,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,237,323 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,237,323 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,391,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,398,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,398,295 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,253 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,253 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,388,755 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,380,795 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,388,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,380,795 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,391,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,398,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,388,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,740 | OtherIncreasesAmt |
| Subtotal | $1,380,795 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,380,795 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PIMCO FDS PAC | P | 2013-09-03 | 2014-08-15 | $93 | $90 | $3 | $3 |
| PIMCO FDS PAC | P | 2013-10-01 | 2014-05-18 | $70 | $69 | $1 | $1 |
| FREEPORT-MCMORAN COPPER | P | 2012-08-02 | 2014-05-08 | $9,973 | $10,077 | -$104 | -$104 |
| PIMCO FDS PAC | P | 2013-05-16 | 2014-08-14 | $3,000 | $3,080 | -$80 | -$80 |
| PIMCO FDS PAC | P | 2013-05-16 | 2014-08-15 | $45,837 | $46,920 | -$1,083 | -$1,083 |
| PIMCO FDS PAC | P | 2013-06-03 | 2014-08-15 | $50 | $50 | $0 | $0 |
| PIMCO FDS PAC | P | 2003-07-01 | 2014-08-15 | $68 | $67 | $1 | $1 |
| PIMCO FDS PAC | P | 2013-08-01 | 2014-08-01 | $86 | $85 | $1 | $1 |
| BANK OF AMERICA | P | 1991-12-12 | 2014-05-08 | $1,466 | $767 | $699 | $699 |
| BANK OF AMERICA | P | 1998-02-27 | 2014-05-08 | $2,932 | $6,906 | -$3,974 | -$3,974 |
| BANK OF AMERICA | P | 2010-05-14 | 2014-05-08 | $4,399 | $5,046 | -$647 | -$647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,183 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,442 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,298,121 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079686 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,806 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,297,834 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060721 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,114 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,244,739 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067576 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,453 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,222,453 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041272 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,838 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,223,484 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060351 | DistributionYr5Rt |
| Total Distribution | 0.309606 | TotalDistributionRt |
| Average Distribution | 0.061921 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,373,298 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,036 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $479 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,515 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,048 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $479 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $479 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $479 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $479 | TaxDueAmt |
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 | VA | 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 | WWW.DENTONFAMILYFOUNDATION.NET | WebsiteAddressTxt |
| Individual With Books | LINDA DENTON | IndividualWithBooksNm |
| Phone | 5404879501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65 | AddressLine1Txt |
| City | PENN LAIRD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22846 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| TERRI DENTON | ||||||||
| PO BOX 632 | HARRISONBURG | VA | 22803 | EXECUTIVE DIRECTOR | 5.00 | $27,000 | $0 | $0 |
| E WARRENN DENTON III | ||||||||
| PO BOX 65 | PENN LAIRD | VA | 22846 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| MELISA MICHELSON | ||||||||
| 410 NEFF AVENUE | HARRISONBURG | VA | 22801 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHY ARMENTROUT | ||||||||
| 3281 PRESTON SHORE DR | HARRISONBURG | VA | 22801 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDA DENTON | ||||||||
| PO BOX 65 | PENN LAIRD | VA | 22846 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| JAYME DENTON | ||||||||
| PO BOX 675880 | RANCHO SANTA FE | CA | 92067 | DIRECTOR/ADVISORY BOARD | 0.00 | $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 | $1,348,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,394,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,394,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,373,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $479 | TotalTaxAmt |
| Distributable Before Adj | $68,186 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,186 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,186 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,048 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $479 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,569 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,186 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,309 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $23,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,159 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,990 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,829 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,186 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,862 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $138,691 | 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 | $21,309 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $117,382 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $23,371 | ExcessFromYear3Amt |
| Excess From Year2 | $16,159 | ExcessFromYear2Amt |
| Excess From Year1 | $40,990 | ExcessFromYear1Amt |
| Excess From Current Year | $36,862 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | PC | MEDICAL RESEARCH AND ASSISTANCE | $250 |
| ASBURY UNITED METHODIST CHURCH | ||||||
| 205 S MAIN ST | HARRISONBURG | VA | 22801 | PC | CHURCH | $350 |
| BLUE RIDGE AREA FOOD BANK | ||||||
| PO BOX 937 | VERONA | VA | 24482 | PC | FOOD BANK | $1,100 |
| BRIDGEWATER VOLUNTEER FIRE COMPANY | ||||||
| 304 N MAIN STREET | BRIDGEWATER | VA | 22812 | PC | FIRE COMPANY | $1,000 |
| EDITH J CARRIER ARBORETUM AND BOTANICAL | ||||||
| 780 UNIVERSITY BLVD | HARRISONBURG | VA | 22807 | PC | PUBLIC ARBORETUM | $100 |
| HARRISONBURG COMMUNITY FOUNDATION | ||||||
| PO BOX 168 | HARRISONBURG | VA | 22803 | PC | LOCAL PHILANTHROPIC FOUNDATION | $11,000 |
| HARRISONBURG DOWNTOWN RENAISSANCE | ||||||
| 212 SOUTH MAIN ST | HARRISONBURG | VA | 22801 | PC | PROVIDES MONEY FOR DOWNTOWN RENAISSANCE FOR REVITALIZATION SPONSORSHIP- | $600 |
| HARRISONBURG HIGH SCHOOL | ||||||
| 1001 GARBER CHURCH RD | HARRISONBURG | VA | 22801 | PC | SCHOOL | $300 |
| HARRISONBURG RESCUE SQUAD | ||||||
| 1700 RESERVOIR ST | HARRISONBURG | VA | 22801 | PC | VOLUNTEER RESCUE SQUAD | $20,853 |
| HARRISONBURG EDUCATION FUND | ||||||
| 205 S MAIN ST | HARRISONBURG | VA | 22801 | PC | EDUCATION | $65 |
| HARRISONBURG-ROCKINGHAM FREE CLINIC | ||||||
| 25 WEST WATER STREET | HARRISONBURG | VA | 22801 | PC | PROVIDE AFFORDABLE, SUSTAINABLE HEALTH CARE SERVICES FOR LOW INCOME AND UNINSURED ADULTS | $500 |
| OPEN DOORS INC | ||||||
| 176 WEST MARKET STREET | HARRISONBURG | VA | 22801 | PC | HOMELESS SHELTER | $500 |
| RMH FOUNDATION | ||||||
| 2010 HEALTH CAMPUS DR | HARRISONBURG | VA | 22801 | PC | NON PROFIT HOSPITAL | $100 |
| ROBERTA WEBB CHILD CARE CENTER | ||||||
| 400 KELLY ST | HARRISONBURG | VA | 22801 | PC | AFFORDABLE CHILDCARE | $500 |
| SALVATION ARMY | ||||||
| 245 E WASHINGTON ST | HARRISONBURG | VA | 22801 | PC | GENERAL FUND | $700 |
| WOODBINE CEMETERY | ||||||
| 410 NEFF AVENUE | HARRISONBURG | VA | 22801 | PC | CEMETERY | $250 |
| COLLINS CENTER | ||||||
| 217 SOUTH LIBERTY STREET | HARRISONBURG | VA | 22801 | PC | ELIMINATE SEXUAL VIOLENCE | $600 |
| EXPLORE MORE DISCOVERY MUSEUM | ||||||
| 150 SOUTH MAIN STREET | HARRISONBURG | VA | 22801 | PC | MUSEUM FOR CHILDREN | $1,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 17 COURT SQUARE | HARRISONBURG | VA | 22802 | PC | CHURCH | $100 |
| HARRISONBURG ROCKINGHAM SOCIAL SERVICES DISTRICT | ||||||
| PO BOX 809 | HARRISONBURG | VA | 22803 | PC | WELLFARE FOR ELDERLY AND DISABLED | $300 |
| ROCKINGHAM EDUCATION FOUNDATION | ||||||
| 100 MOUNT CLINTON PIKE | HARRISONBURG | VA | 22802 | PC | EDUCATION SUPPORT | $150 |
| ROCKTOWN RAIDERS | ||||||
| 341 WEST GRACE STREET | HARRISONBURG | VA | 22801 | PC | COMMUNITY YOUTH BASEBALL TEAM | $300 |
| SECOND HOME CHILD CARE CENTER | ||||||
| 281 EAST MARKET STREET | HARRISONBURG | VA | 22801 | PC | AFFORDABLE CHILDCARE | $919 |
| STILL MEADOWS ENRICHMENT CENTER & CAMP | ||||||
| 11912 HOLLAR SCHOOL ROAD | LINVILLE | VA | 22834 | PC | NONPROFIT CAMP FOR THE DISABLED | $400 |
| SUMMIT CHURCH OF THE BRETHERN | ||||||
| 314 SUMMIT CHURCH ROAD | BRIDGEWATER | VA | 22812 | PC | CHURCH | $100 |
| THE ARC OF HARRISONBURG AND ROCKINGHAM COUNTY | ||||||
| 620 SIMMS AVE | HARRISONBURG | VA | 22802 | PC | SUPPORTS PEOPLE WITH DISABILITIES | $400 |
| VALLEY PROGRAM FOR AGING SERVICE | ||||||
| 325 PINE AVE | WAYNESBORO | VA | 22980 | PC | NONPROFIT PROVIDER OF SERVICES FOR OLDER PERSONS | $500 |
| VIRGINIA HERITAGE PRESERVATION | ||||||
| PO BOX 525 | HARRISONBURG | VA | 22803 | PC | TO PROTECT THE ENVIRONMENT AND PRESERVE OUR HERITAGE FOR FUTURE GENERATIONS | -$100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,837 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,183 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 02 | ExclusionCd |
| Exclusion | $31,709 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,462 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,462 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,730 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,730 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $100,083 | EOYBookValueAmt |
| EOYFMV | $100,083 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,237,323 | BookValueAmt |
| EOYFMV | $1,237,323 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GOLF TOURNAMENT EXPENSES | $12,114 | $0 | $12,114 | $0 |
| REIMBURSEMENTS | $740 | $0 | $0 | $740 |
| ADVERTISING | $1,206 | $0 | $0 | $1,206 |
| OFFICE SUPPLIES | $808 | $0 | $0 | $808 |
| PENALTIES | $102 | $0 | $0 | $102 |
| GIFTS | $155 | $0 | $0 | $155 |
| PAYROLL TAXES | $2,831 | $0 | $0 | $2,831 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $31,709 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $31,709 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FMV ADJUSTMENT ON INVESTMENTS FOR 2013 | Desc |
| Amt | $34,740 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| BOY Book Value | $2,253 | BOYBookValueAmt |
| EOY Book Value | $17,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX 990-PF | CategoryTxt |
| Amt | $667 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $667 | DisbursementsCharitablePrpsAmt |
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