HJH FOUNDATION 501 C 3: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HJH FOUNDATION 501 C 3 (EIN 54-2009003)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-01
- IRS object ID
- 201411219349100511
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-01T06:37:41-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY R ROGERS CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1081 CLOVERHILL BLVD | AddressLine1 |
| City | FOREST | City |
| State | VA | State |
| ZIP Code | 24551 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542009003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJH Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HJHF | BusinessNameControlTxt |
| Phone | 4345251028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 228 | AddressLine1 |
| City | Forest | City |
| State | VA | State |
| ZIP Code | 24551 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIMMY N THOMAS JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4345251028 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R ROGERS | PreparerPersonNm |
| Phone | 4345251218 | PhoneNum |
| Preparation | 2014-05-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,034,132 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,703 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,877 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $73,646 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,953 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $18,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,528 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,953 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,650 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $176 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,677 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,953 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,498 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $684,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $648,375 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $762,634 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $175,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $175,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $175,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $867,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $919,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,034,132 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $1,946 | DeferredRevenueEOYAmt |
| Total Liabilities EOY | $1,946 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $867,147 | UnrestrictedBOYAmt |
| Unrestricted EOY | $917,927 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $867,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $917,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $867,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $919,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $867,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,866 | ExcessRevenueOverExpensesAmt |
| Other Increases | $73,646 | OtherIncreasesAmt |
| Subtotal | $917,927 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $917,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5000 SHARES GENWORTH FIANACIAL | P | 2009-02-26 | 2013-07-19 | $59,528 | $0 | $7,535 | $51,993 | $0 | $0 | $0 | $51,993 |
| 1000 SHARES TRI CONTINENTAL CORP | P | 2008-05-15 | 2013-12-12 | $18,982 | $0 | $19,228 | -$246 | $0 | $0 | $0 | -$246 |
| 5000 SHARES STELLARONE CORP | D | 2007-12-31 | 2013-06-21 | $97,320 | $0 | $79,374 | $17,946 | $0 | $0 | $0 | $17,946 |
| 50 CALLS GENWORTH FINANCIAL | P | 2013-07-19 | 2013-07-24 | $1,062 | $0 | $0 | $1,062 | $0 | $0 | $0 | $1,062 |
| 20 CALLS STELLARONE CORP | P | 2013-11-15 | 2013-11-20 | $2,891 | $0 | $0 | $2,891 | $0 | $0 | $0 | $2,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,646 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,953 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $86,268 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $699,659 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123300 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $738,194 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105189 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,352 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $695,703 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.135621 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $120,278 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $653,258 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.184120 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $165,754 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $613,018 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.270390 | DistributionYr5Rt |
| Total Distribution | 0.818620 | TotalDistributionRt |
| Average Distribution | 0.163724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $910,570 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $149,082 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $857 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $149,939 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,714 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,714 | SubtotalAmt |
| Tax Based On Investment Income | $1,714 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,714 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JIMMY N THOMAS JR | IndividualWithBooksNm |
| Phone | 4345251028 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Fallen Oaks Lane | AddressLine1 |
| City | Lynchburg | City |
| State | VA | State |
| ZIP Code | 24503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JIMMY N THOMAS JR | ||||||||
| 1055 Fallen Oaks | Lynchburg | VA | 24503 | President | 1.00 | $0 | $0 | $0 |
| RHONDA P THOMAS | ||||||||
| 1055 Fallen Oaks | Lynchburg | VA | 24503 | Sec./Treas | 1.00 | $0 | $0 | $0 |
| JIMMY N THOMAS SR | ||||||||
| 1101 Fallen Oaks | Lynchburg | VA | 24503 | Director | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $690,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,004 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $175,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $924,437 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $924,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $910,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,714 | TotalTaxAmt |
| Distributable Before Adj | $43,815 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,815 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,815 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $39,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,815 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $165,754 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,278 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,352 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,650 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,268 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $544,302 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,600 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $39,600 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $43,815 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,815 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $540,087 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $121,939 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $418,148 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,278 | ExcessFromYear4Amt |
| Excess From Year3 | $94,352 | ExcessFromYear3Amt |
| Excess From Year2 | $77,650 | ExcessFromYear2Amt |
| Excess From Year1 | $86,268 | ExcessFromYear1Amt |
| Excess From Current Year | $39,600 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIMMY N THOMAS SR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JIMMY N THOMAS JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Fallen Oak Lane | AddressLine1 |
| City | Lynchburg | City |
| State | VA | State |
| ZIP Code | 24503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4345251028 | RecipientPhoneNum |
| Form And Info And Materials | TYPED DESCRIPTION OF CHARITABLE CHRISTIAN ACTIVITIES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Timberlake Christian School | ||||||
| 202 HOIZON DRIVE | FOREST | VA | 24551 | 501(c)(3) | To promote theword of Christ | $3,100 |
| Fellowship of Christian Athletes | ||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | 501(c)(3) | To promote theword of christ | $2,000 |
| Bridging The World | ||||||
| PO BOX 3504 | WINCHESTER | VA | 22604 | 501(c)(3) | To promote theword of christ | $100 |
| Liberty University | ||||||
| 1971 UNIV BLVD | LYNCHBURG | VA | 24502 | 501(c)(3) | To promote theword of christ | $12,500 |
| Grace to You | ||||||
| PO Box 4000 | Panorama City | CA | 91412 | 501(c)(3) | To promote theword of christ. | $200 |
| Columbia International Univ | ||||||
| PO Box 3122 | Columbia | SC | 29230 | 501(C)(3) | TO PROMOTE THEWORD OF CHRIST | $1,000 |
| Timberlake Baptist Church | ||||||
| 21395 Timberlake Rd | Lynchburg | VA | 24502 | 501(C)(3) | TO PROMOTE THEWORD OF CHRIST | $12,200 |
| Allow the Chrildren | ||||||
| 1969 Bethel Church Road | Forest | VA | 24551 | 501(C)(3) | TO PROMOTE THEWORD OF CHRIST | $2,000 |
| Josh McDowell Ministry | ||||||
| 2001 W Plano Parkway | Plano | TX | 75075 | 501(c)(3) | To promote theword of Christ | $100 |
| OTAN | ||||||
| PO BOX 2440 | WINCHESTER | VA | 22604 | 501(c)(3) | TO PROMOTE THEWORD OF CHRIST | $1,000 |
| TEMPLE BAPTIST CHURCH | ||||||
| PO BOX 970 | MADISON HEIGHTS | VA | 24572 | 501(c)(3) | TO PROMOTE THEWORD OF CHRIST | $2,000 |
| Focus on the Family | ||||||
| N/A | Colorado Springs | CO | 80995 | 501(c)(3) | To promote theword of Christ. | $200 |
| TEAM | ||||||
| PO Box 969 | Wheaton | IL | 60187 | 501(c)(3) | To promote theword of Christ. | $1,000 |
| Campus Crusade for Christ | ||||||
| POBox 628222 | Orlando | FL | 32832 | 501(c)(3) | To promote theword of Christ. | $1,500 |
| Trans World Radio | ||||||
| PO 8700 | Cary | NC | 27512 | 501(c)(3) | To promote theword of Christ. | $100 |
| Campbell Co Rescue Squad | ||||||
| 155 Rainbow Forest Dr | Lynchburg | VA | 24502 | 501(c)(3) | To promote theword of Christ. | $100 |
| Salvation Army | ||||||
| 2215 Park Ave | Lynchburg | VA | 24501 | 501(c)(3) | To promote theword of Christ. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,877 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Jeffrey R. Rogers Accounting & Tax | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $1,650 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 650 sh ARES Capital | $29,034 | $11,551 |
| 3000 sh Mannkind Corp | $20,825 | $15,600 |
| 1500 sh EMC Corp | $36,778 | $37,725 |
| 259 sh Intel | $9,120 | $6,722 |
| 312 sh JDS Uniphase | $31,433 | $4,051 |
| 1000 sh Pfizer Inc. | $37,996 | $30,630 |
| 3973 sh Bank Of Carolinas | $44,418 | $2,980 |
| 16156 sh StellarOne Corp. | $242,970 | $388,875 |
| 2274 sh American Capital | $38,277 | $35,565 |
| 1000 sh Annaly Capital Management | $17,021 | $9,970 |
| 3000 sh CNO Financial Group, Inc. | $17,735 | $53,070 |
| 20000 sh Sirius XM Radio | $61,744 | $69,800 |
| 3007 sh Lumos Networks Corp. | $38,162 | $63,147 |
| 1800 sh Hometown Bankshares Corp | $10,777 | $11,448 |
| 2000 sh Sprint Corp | $12,085 | $21,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ROYALTY AGREEMENT - AMERICAN ALLIANCE FINANCIAL | CategoryOrItemTxt |
| Book Value | $175,000 | BookValueAmt |
| EOYFMV | $175,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Licenses | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net Capital Gains on Investments | Description |
| Amount | $73,646 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $176 | Amt |
| Net Investment Income | $176 | NetInvestmentIncomeAmt |
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