CRANWELL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CRANWELL FOUNDATION (EIN 87-2596988)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-31
IRS object ID
202523049349100332
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-31T16:50:44-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541593990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARREN AND KOSS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line119 N BROAD STAddressLine1Txt
CitySALEMCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24153ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN872596988EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CRANWELL FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRANBusinessNameControlTxt
Phone5407744263PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1907 SOUTH MAIN STREETAddressLine1Txt
CityBLACKSBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER V MARTINPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone5407744263PhoneNum
Signature2025-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID C WARRENPreparerPersonNm
PTINP00658852PTIN
Phone5403752883PhoneNum
Preparation2025-10-30PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$712,253FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$797,260ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$57InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$57InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$57InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$14,284DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,284DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,284DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$86,929NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$342,633GrossSalesPriceAmt
Other Income Rev And Expnss$2,627OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$2,627OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$727,299TotalRevAndExpnssAmt
Total Net Invst Incm$14,341TotalNetInvstIncmAmt
Total Adj Net Incm$16,968TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,450AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,450AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$175,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$175,000OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$50InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$50InterestDsbrsChrtblAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$14,201TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$14,201TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,273OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$21,273OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$211,999TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$211,999TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$151,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$151,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$362,999TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$362,999TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$364,300ExcessRevenueOverExpensesAmt
Net Investment Income$14,341NetInvestmentIncomeAmt
Adjusted Net Income$16,968AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$96,337CashBOYAmt
Cash EOY$57,458CashEOYAmt
Cash EOYFMV$57,458CashEOYFMVAmt
Sav And Temp Cash Invst EOY$10,969SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,969SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$643,826CorporateStockEOYAmt
Corporate Stock EOYFMV$643,826CorporateStockEOYFMVAmt
Total Assets BOY$96,337TotalAssetsBOYAmt
Total Assets EOY$712,253TotalAssetsEOYAmt
Total Assets EOYFMV$712,253TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$96,337NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$712,253NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$96,337TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$712,253TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$96,337TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$712,253TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$96,337TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$364,300ExcessRevenueOverExpensesAmt
Other Increases$251,616OtherIncreasesAmt
Subtotal$712,253SubtotalAmt
Tot Net Ast Or Fund Balances EOY$712,253TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$199InvestmentIncomeExciseTaxAmt
Subtotal$199SubtotalAmt
Tax Based On Investment Income$199TaxBasedOnInvestmentIncomeAmt
Tax Due$199TaxDueAmt

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 BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPETER V MARTINIndividualWithBooksNm
Phone5407744263PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13131 ELECTRIC ROADAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24018ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER V MARTIN
3131 ELECTRIC ROADROANOKEVA24018SECRETARY/TR5.00$0$0$0
ELLEN N CRANWELL
PO BOX 20369ROANOKEVA24018PRESIDENT5.00$0$0$0
C RICHARD CRANWELL
111 W VIRGINIA AVENUEVINTONVA24179VICE PRESIDE5.00$0$0$0
WILLIAM C CRANWELL
PO BOX 20369ROANOKEVA24018SR VICE PRES5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line131 FEET LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1537 THISTLE LANEAddressLine1Txt
CityCHRISTIANSBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24073ZIPCd
FieldValueIRS element (for citing)
Service TypeMANAGEMENTServiceTypeTxt
Compensation$175,000CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE CORPORATION'S PURPOSES ARE TO PROVIDE SUPPORT FOR EDUCATION AND FOR STUDENTS, PROVIDE A LOCATION FOR CONDUCTING PUBLIC DISCUSSION GROUPS, FORUMS, PANELS, LECTURES, WORKSHOPS, AND PROVIDE BROAD, ENCOMPASSING CLASSES FOR SELF-DEVELOPMENT AND FOR THE BENEFIT OF THE COMMUNITY AT A VENUE WHICH WILL HAVE AN IMPACT ON THE PUBLIC'S GENERAL WELFARE BY SUPPORT OF STUDENTS AND INSTRUCTORS. THE CORPORATION WILL BOTH IN TERMS OF ITS PHYSICAL MANIFESTATION AS A PROVIDER OF A BUILDING AS WELL AS ITS MISSION AS A PROVIDER OF PUBLIC OUTREACH SUPPORTING COMMUNITY EDUCATIONAL ACTIVITIES, STUDENT SUPPORT, AND ASSISTING LEARNING AS AN ORGANIZATION.Description1Txt
Expenses1$362,999Expenses1Amt

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$689,465AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,834AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$739,299TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$739,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,089CashDeemedCharitableAmt
Net Vl Noncharitable Assets$728,210NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,411MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$362,999ExpensesAndContributionsAmt
Qualifying Distributions$362,999QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$362,999QualifyingDistributionsAmt
Remaining Distri From Corpus$362,999RemainingDistriFromCorpusAmt
Total Corpus$362,999TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$16,968CurrentYearAmt
Total$16,968TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$14,423CurrentYearAmt
Total$14,423TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$362,999CurrentYearAmt
Year1$157,737Year1Amt
Total$520,736TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$362,999CurrentYearAmt
Year1$157,737Year1Amt
Total$520,736TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$24,274CurrentYearAmt
Year1$1,970Year1Amt
Total$26,244TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VIRGINIA TECH FOUNDATION INC
902 PRICES FORK ROADBLACKSBURGVA24061NONEPUBLIC UNIVEEDUCATION$55,000
AFRICAN LEADERSHIP FOUNDATION
PO BOX 7408NEW YORKNY10016NONE501(C)(3)EDUCATION$60,000
ELIMISHA KAKUMA
2112 CHESTNUT DRIVEBLACKSBURGVA24060NONE501(C)(3)EDUCATION$30,000
UNITED WAY OF SOUTHWEST VA
PO BOX 644ABINGDONVA24212NONE501(C)(3)EDUCATION$5,000
ANTI-CORRUPTION FOUNDATION
85 BROAD ST 16-038NEW YORKNY100042434NONE501(C)(3)EDUCATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$151,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,284ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$86,929RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSUNOCO LPDesc
Business211100BusinessCd
Unrelated Business Taxbl Incm$2,627UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,627UnrelatedBusinessTaxblIncmAmt
Exclusion$14,341ExclusionAmt
Related Or Exempt Function Incm-$86,929RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$69,961TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
HERITAGE ACRES I LTD
1PO BOX 20369ROANOKEVA24018$752,260Yes (X)Yes (X)
LOJO FOUNDATION
2151 E BLUE HILL ROADBLUE HILLME04614$30,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMARKETABLE SECURITIESNoncashPropertyDesc
Fair Market Value$715,509FairMarketValueAmt
Received2024-03-07ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,450Amt
Disbursements Charitable Prps$1,450DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
1,000SH CRACKER BARREL OLD COUNTRY2024-07PURCHASE2024-08$39,200$45,111-$5,911
62,060,808SH FEDERATED HERMES INST P2024-03PURCHASE2024-09$62,092$62,090$2
200,000SH FEDERATED HERMES INSTL PRI2024-02PURCHASE2024-07$200,000$200,040-$40
.5SH GE VERNOVA LLC2020-03PURCHASE2024-04$71$26$45
2,000SH INTEL CORP2020-03PURCHASE2024-08$38,624$107,496-$68,872
500SH LUMEN TECHNOLOGIES INC2020-03PURCHASE2024-07$632$6,210-$5,578
241SH WARNER BROS DISCOVERY INC SER2020-03PURCHASE2024-07$2,014$8,589-$6,575

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCKS AND ETFS
ALTRIA GROUP INC$52,290$52,290
AT & T$22,770$22,770
CISCO SYSTEMS INC$59,200$59,200
CLOUDFLARE INC CL A$161,520$161,520
FIDELITY MSCI ETF$66,963$66,963
GE AEROSPACE NEW$41,697$41,697
GE HEALTHCARE TECHS INC$6,489$6,489
GE VERNOVA LLC$20,394$20,394
INTERNATIONAL BUSINESS MACHINES$109,915$109,915
KRAFT HEINZ CO$15,355$15,355
KYNDRYL HLDGS INC$3,460$3,460
NATL BANKSHS INC VA$28,710$28,710
SUNOCO LP$51,440$51,440
MUTUAL FUNDS
FEDERATED HERMES TREASURY OBLIGATION$3,623$3,623

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE SUPPLIES$534$534
POSTAGE & SHIPPING$254$254
BANK CHARGES$207$207
BUSINESS MEALS$817$817
SOFTWARE LICENSE FEES$868$868
DUES & SUBSCRIPTIONS$4,543$4,543
ADVERTISING & MARKETING$14,005$14,005
FILING FEES$45$45

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSUNOCO LPDesc
Revenue And Expenses Per Books$2,627RevenueAndExpensesPerBooksAmt
Adjusted Net Income$2,627AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON SECURITIESDesc
Amt$251,616Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryEXECUTIVE DIRECTOR FEESCategoryTxt
Amt$175,000Amt
Disbursements Charitable Prps$175,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryREGISTRATION & FRANCHISECategoryTxt
Amt$25Amt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Comments

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