BETA

EVELYN F JAMES FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
EVELYN F JAMES FOUNDATION (EIN 54-1662984)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-28
IRS object ID
201401189349100505
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-04-28T10:38:10-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SPENCER HAGER & MOSDELL PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1165AddressLine1
CityROANOKECity
StateVAState
ZIP Code240061165ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541662984EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EVELYN F JAMES FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlEVELBusinessNameControlTxt
Phone5403439303PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12919 WYCLIFFE AVE SWAddressLine1
CityROANOKECity
StateVAState
ZIP Code24014ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonG SCOTT SHACKELFORDPersonNm
Person TitlePRESIDENT/ DIRECTORPersonTitleTxt
Phone5403439303PhoneNum
Signature2014-04-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM E SPENCER JRPreparerPersonNm
PTINP01306135PTIN
Phone5409850308PhoneNum
Preparation2014-04-28PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,997FMVAssetsEOYAmt
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$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,782DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,782DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,782DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,035NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$168,021GrossSalesPriceAmt
Total Rev And Expnss$23,821TotalRevAndExpnssAmt
Total Net Invst Incm$7,786TotalNetInvstIncmAmt
Total Adj Net Incm$7,786TotalAdjNetIncmAmt
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$87TaxesRevAndExpnssAmt
Taxes Net Invst Incm$87TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,342TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,342TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,725ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,725ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,067TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,342TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,725TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,246ExcessRevenueOverExpensesAmt
Net Investment Income$3,444NetInvestmentIncomeAmt
Adjusted Net Income$7,786AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,899SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,997SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,997SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$56,801USGovernmentObligationsBOYAmt
US Government Obligations EOY$36,701USGovernmentObligationsEOYAmt
Corporate Stock BOY$164,417CorporateStockBOYAmt
Corporate Stock EOY$200,173CorporateStockEOYAmt
Corporate Bonds BOY$51,691CorporateBondsBOYAmt
Corporate Bonds EOY$51,691CorporateBondsEOYAmt
Other Assets BOY$1,040OtherAssetsBOYAmt
Other Assets EOY$660OtherAssetsEOYAmt
Total Assets BOY$299,848TotalAssetsBOYAmt
Total Assets EOY$296,222TotalAssetsEOYAmt
Total Assets EOYFMV$6,997TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$299,848RetainedEarningBOYAmt
Retained Earning EOY$296,222RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$299,848TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$296,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$299,848TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$296,222TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$299,848TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,246ExcessRevenueOverExpensesAmt
Subtotal$296,602SubtotalAmt
Other Decreases$380OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$296,222TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,075AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$323,634NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.071300DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,150AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$334,611NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.069185DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,434AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$338,258NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.072235DistributionYr3Rt
Adjusted Qlfy Distri Yr4$28,276AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$325,321NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.086917DistributionYr4Rt
Adjusted Qlfy Distri Yr5$28,415AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$391,954NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.072496DistributionYr5Rt
Total Distribution0.372133TotalDistributionRt
Average Distribution0.074427AverageDistributionRt
Net Vl Noncharitable Assets$325,991NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,263AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$34NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,297AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,725QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$69InvestmentIncomeExciseTaxAmt
Subtotal$69SubtotalAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Tax Due$69TaxDueAmt

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 & BROWNBusinessNameLine1
FieldValueIRS element (for citing)
Phone5403439903PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1601 S JEFFERSON STAddressLine1
CityROANOKECity
StateVAState
ZIP Code24011ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
G SCOTT SHACKELFORD
2919 WYCLIFFE AVEROANOKEVA24014PRESIDENT/ D1.00$0$0$0
WALTER M DIXON
601 S JEFFERSON STROANOKEVA24011DIRECTOR1.00$0$0$0
WILLIAM S SHACKELFORD
1344 29TH NWWASHINGTONDC20007DIRECTOR1.00$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$314,993AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,962AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$330,955TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$330,955AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,964CashDeemedCharitableAmt
Net Vl Noncharitable Assets$325,991NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,300MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,300MinimumInvestmentReturnAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Total Tax$69TotalTaxAmt
Distributable Before Adj$16,231DistributableBeforeAdjAmt
Distributable Before Ded$16,231DistributableBeforeDedAmt
Distributable As Adjusted$16,231DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,725ExpensesAndContributionsAmt
Qualifying Distributions$22,725QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,725AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,231DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,967ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,128ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,593ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,476ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,980ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$42,144TotalExcessDistributionCyovAmt
Qualifying Distributions$22,725QualifyingDistributionsAmt
Applied To Current Year$16,231AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,494RemainingDistriFromCorpusAmt
Total Corpus$48,638TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,967ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$39,671ExcessDistriCyovToNextYrAmt
Excess From Year4$12,128ExcessFromYear4Amt
Excess From Year3$7,593ExcessFromYear3Amt
Excess From Year2$6,476ExcessFromYear2Amt
Excess From Year1$6,980ExcessFromYear1Amt
Excess From Current Year$6,494ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
HISTORY MUSEUM OF WVA
PO BOX 1904ROANOKEVA24008CONTRIBUTION$1,000
SOUTHERN POVERTY LAW CENTER
PO BOX 548MONTGOMERYAL36177CONTRIBUTION$100
RICHLANDS ATHLETIC
PO BOX 1737RICHLANDSVA24641CONTRIBUTION$100
THE MONTICELLO ASSOCIATION
612 RICHMOND STELCERRITOCA94530CONTRIBUTION$100
AMERICAN HEART ASSOCIATION
3140 CHAPARRAL DRIVEROANOKEVA24018CONTRIBUTION$100BLDG C SUITE 106
ROANOKE COLLEGE KANDINSKY TRIO
221 COLLEGE LANESALEMVA241533794CONRIBUTION$250
ST JOHN'S EPISCOPAL CHURCH
PO BOX 257ROANOKEVA24002CONTRIBUTION$7,500
ROANOKE COLLEGE
221 COLLEGE LANESALEMVA24153CONTRIBUTION$250
APPLE RIDGE FARM
541 LUCK AVENUE STE 304ROANOKEVA24016CONTRIBUTION$275
HARRISON MUSEUM
PO BOX 12544ROANOKEVA24026CONTRIBUTION$250
MILL MOUNTAIN THEATRE
1 MARKET SQ STE 4ROANOKEVA24011CONTRIBUTION$250
WVTF
3520 KINGSBURY LANEROANOKEVA24014CONTRIBUTION$150
UVA ALUMNI ASSOCIATION
PO BOX 400314CHARLOTTESVILLEVA229073015CONTRIBUTION$250
CENTER IN THE SQUARE
1 MARKET SQUARE STE 5ROANOKEVA240111434CONTRIBUTION$250
THE SALVATION ARMY
PO BOX 525ROANOKEVA240030525CONTRIBUTION$100
THOMAS JEFFERSON FOUNDATION
PO BOX 217CHARLOTTESVILLEVA22902CONTRIBUTION$500
TAUBMAN MUSEUM OF ART
110 SALEM AVEROANOKEVA24011CONTRIBUTION$1,000
JAMESTOWN-YORKTOWN FOUNDATION INC
PO BOX 3605WILLIAMSBURGVA23187CONTRIBUTION$250
BLUE RIDGE PBS
PO BOX 13246ROANOKEVA240323246CONTRIBUTION$250
PLANNED PARENTHOOD
2207 PETERS CREEK RDROANOKEVA24017CONTRIBUTION$500
NATIONAL D-DAY MEMORIAL
PO BOX 77BEDFORDVA24523CONTRIBUTION$1,000
ROBERT E LEE MEMORIAL ASSOC
483 GREAT HOUSE RDSTRATFORDVA225589900CONTRIBUTION$100
VIRGINIA TENNIS FOUNDATION
3229 BRANDON AVE STE 6ROANOKEVA24018CONTRIBUTION$100
ELDERHOSTEL
PO BOX 259LEWISTONME042430259CONTRIBUTION$50
VA UMC ANNUAL CONFERENCE
PO BOX 5606GLEN ALLENVA23058CONTRIBUTION$100
NORTH CROSS SCHOOL
4254 COLONIAL AVENUEROANOKEVA24018CONTRIBUTION$500
GREENVALE SCHOOL INC
627 WESTWOOD BLVDROANOKEVA24017CONTRIBUTION$100
BROOKGREEN GARDENS
PO BOX 3368PAWLEYS ISLANDSC295853368CONTRIBUTION$300
WOODBERRY FOREST SCHOOL
402 WOODBERRY STATIONWOODBERRY FORESTVA22989CONTRIBTION$500
POPLAR FOREST
PO BOX 419FORESTVA245510419CONTRIBUTION$500
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570CONTRIBUTION$250
PROJECT ACCESS
PO BOX 8398ROANOKEVA24014CONTRIBUTION$100
CHIP
1201 THIRD STREETROANOKEVA24016CONTRIBUTION$100
UVA ELECTRONIC TEXT CENTER
PO BOX 400314CHARLOTTESVILLEVA22904CONTRIBUTION$5,000
AMERICARES
PO BOX 29637RALEIGHNC27626CONTRIBUTION$500
GOOD NEIGHBORS FUND
PO BOX 1951ROANOKEVA240081951CONTRIBUTION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,725TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,782ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,035RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,786ExclusionAmt
Related Or Exempt Function Incm$16,035RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,821TotalIncomeProducingActyAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

G SCOTT SHACKELFORD
WALTER M DIXON
WILLIAM S SHACKELFORD

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (23 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
COCA-COLA CO2011-08PURCHASE2013-01$7,358$6,750$608
CONOCOPHILLIPS2011-06PURCHASE2013-02$5,830$5,616$214
MARYLAND ST COMM DEV2007-09PURCHASE2013-03$20,000$20,000
RACKSPACE HOSTING INC2012-02PURCHASE2013-03$5,251$4,894$357
ABBOTT LABORATORIES2011-11PURCHASE2013-03$5,041$3,925$1,116
ADT CORP2011-04PURCHASE2013-04$3,377$2,519$858
ADT CORP2012-11PURCHASE2013-04$2,252$2,256-$4
SPDR GOLD TRUST2008-10PURCHASE2013-04$6,711$3,727$2,984
RIO TINTO PLC ADR2010-11PURCHASE2013-05$5,650$8,730-$3,080
BALL CORP2012-11PURCHASE2013-06$5,313$5,609-$296
COMCAST CORP CL A2012-05PURCHASE2013-06$10,101$7,598$2,503
VULCAN MATERIALS2012-12PURCHASE2013-07$6,297$6,668-$371
ACCENTURE2012-10PURCHASE2013-07$7,225$7,059$166
WEYERHAEUSER CO2013-01PURCHASE2013-08$6,810$7,616-$806
UNION PACIFIC2012-08PURCHASE2013-08$7,654$6,099$1,555
MATTEL INC2012-08PURCHASE2013-08$9,117$8,008$1,109
PHILLIPS 662011-06PURCHASE2013-09$2,905$1,669$1,236
PHILLIPS 662012-06PURCHASE2013-09$8,715$5,111$3,604
ACTAVIS (OLD)2012-09PURCHASE2013-10$14,401$8,361$6,040
GAP INC2013-05PURCHASE2013-10$6,886$7,266-$380
EQUIFAX INC2013-03PURCHASE2013-10$9,198$8,499$699
IBM CORP2013-03PURCHASE2013-12$6,139$7,422-$1,283
DANA HOLDING CORP2013-07PURCHASE2013-12$5,790$6,584-$794

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$51,691EOYBookValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$200,173EOYBookValueAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$15,098USGovtObligationsBookVlEOYAmt
State Local Sec Book Vl EOY$21,603StateLocalSecBookVlEOYAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTDesc
BOY Book Value$1,040BOYBookValueAmt
EOY Book Value$660EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionACCRUED INTERESTDescription
Amount$380Amount

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

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$87Amt
Net Investment Income$87NetInvestmentIncomeAmt

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