DENTON FAMILY CHARITABLE FOUNDATION LTD: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DENTON FAMILY CHARITABLE FOUNDATION LTD (EIN 54-1349360)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201432209349101003
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-08T14:52:50-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 NEFF AVENUE SUITE 3000 | AddressLine1 |
| City | HARRISONBURG | City |
| State | VA | State |
| ZIP Code | 22801 | 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 | 541349360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTON FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | HARRISONBURG | City |
| State | VA | State |
| ZIP Code | 22803 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI LYNN DENTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5402340602 | PhoneNum |
| Signature | 2014-08-04 | 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 | 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 | $1,391,008 | 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 | $61,953 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,953 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,953 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $890,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,760 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,985 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $23,985 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $146,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,713 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $85,938 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,000 | 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 | $27,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,044 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,044 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $240 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $240 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,367 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,367 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $827 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $827 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,083 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,083 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,578 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,091 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,091 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,083 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,669 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,713 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $77,855 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,132 | CashBOYAmt |
| Cash EOY | $30,770 | CashEOYAmt |
| Cash EOYFMV | $30,770 | CashEOYFMVAmt |
| Corporate Stock BOY | $107,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $111,238 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $111,238 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,181,851 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,249,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,249,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,297,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,391,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,391,008 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,930 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,253 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,930 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,253 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,294,904 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,388,755 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,294,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,388,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,297,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,391,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,294,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,946 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59,905 | OtherIncreasesAmt |
| Subtotal | $1,388,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,388,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN MUTUAL FUND INC A - 676.923 | P | 2012-06-22 | 2013-05-10 | $21,994 | $18,209 | $3,785 | $3,785 |
| BOND FUND OF AMERICA - 209.092 | P | 2013-04-29 | 2013-05-10 | $2,697 | $2,696 | $1 | $1 |
| INTERMEDIATE BOND FUND - 110.261 | P | 2013-04-29 | 2013-05-10 | $1,511 | $1,515 | -$4 | -$4 |
| PIMCO FUNDS PAC INVT MGM - 23,809.525 | P | 2013-05-10 | 2013-05-16 | $250,000 | $250,006 | -$6 | -$6 |
| BOND FUND OF AMERICA - 79.702 | P | 2012-04-30 | 2013-05-10 | $1,028 | $1,011 | $17 | $17 |
| INTERMEDIATE BOND FUND - 46.154 | P | 2012-04-30 | 2013-05-10 | $632 | $632 | $0 | $0 |
| AMERICAN BALANCE FUND CL A - 310.697 | P | 2004-09-27 | 2013-05-10 | $6,994 | $5,420 | $1,574 | $1,574 |
| AMERICAN BALANCE FUND CL A - 239.965 | P | 2004-09-27 | 2013-05-21 | $5,494 | $4,186 | $1,308 | $1,308 |
| AMERICAN BALANCED FUND CL A - 846.382 | P | 2011-05-11 | 2013-10-31 | $20,000 | $14,919 | $5,081 | $5,081 |
| AMERICAN FUNDS GLOBAL BALANCE FD CL A - 68.658 | P | 2011-05-11 | 2013-05-21 | $2,000 | $1,792 | $208 | $208 |
| AMERICAN FUNDS GLOBAL BALANCE FD CL A - 661.594 | P | 2011-05-11 | 2013-10-31 | $20,000 | $17,268 | $2,732 | $2,732 |
| AMERICAN HIGH INCOME TRUST CL A - 5,393.836 | P | 2005-08-30 | 2013-05-10 | $62,994 | $59,643 | $3,351 | $3,351 |
| AT&T INC - 150 | P | 1998-05-26 | 2013-02-20 | $5,227 | $5,957 | -$730 | -$730 |
| BOND FUND OF AMERICA CL A - 8,683.736 | P | 2011-12-28 | 2013-05-10 | $112,014 | $112,252 | -$238 | -$238 |
| CAPITAL INCOME BUILDER CL A - 103.5910 | P | 2004-09-27 | 2013-05-21 | $5,994 | $5,098 | $896 | $896 |
| CAPITAL INCOME BUILDER CL A - 343.348 | P | 2005-01-28 | 2013-10-31 | $20,000 | $17,875 | $2,125 | $2,125 |
| CAPITAL WORLD BOND FD CL A - 2,636.145 | P | 2006-08-15 | 2013-05-21 | $54,694 | $51,687 | $3,007 | $3,007 |
| CAPTIAL WORLD BOND FD CL A - 488.336 | P | 2006-08-15 | 2013-10-31 | $10,000 | $9,166 | $834 | $834 |
| CAPITAL WORLD GROWTH & INCOME FD IN CL A - 852.493 | P | 2005-01-28 | 2013-02-20 | $32,995 | $26,530 | $6,465 | $6,465 |
| CAPITAL WORLD GROWTH & INCOME FD IN CL A - 90.339 | P | 2005-01-28 | 2013-04-16 | $3,594 | $3,000 | $594 | $594 |
| CAPTIAL WORLD GROWTH & INCOME FD IN | P | 2005-01-28 | 2013-05-21 | $28,000 | $25,769 | $2,231 | $2,231 |
| CAPITAL WORLD GROWTH & INCOME FD IN | P | 2005-01-28 | 2013-05-21 | $30,000 | $23,648 | $6,352 | $6,352 |
| CISCO SYSTEMS INC - 400 | P | 2010-10-14 | 2013-07-26 | $9,954 | $9,355 | $599 | $599 |
| FUNDAMENTAL INVS INC - 60.989 | P | 2005-01-28 | 2013-04-16 | $2,694 | $1,896 | $798 | $798 |
| FUNDAMENTAL INVS INC - 688.024 | P | 2006-10-16 | 2013-05-10 | $31,994 | $23,955 | $8,039 | $8,039 |
| INCOME FUND AMER INC CL A - 151.745 | P | 2009-11-06 | 2013-05-10 | $2,994 | $2,284 | $710 | $710 |
| INCOME FUND AMER INC CL A - 253.293 | P | 2009-11-06 | 2013-08-08 | $4,994 | $3,812 | $1,182 | $1,182 |
| INCOME FUND AMER INC CL A - 984.737 | P | 2009-11-06 | 2013-10-31 | $20,000 | $14,820 | $5,180 | $5,180 |
| INTERMEDIATE BOND FUND OF AMERICA CL A - 6,886.674 | P | 2011-12-29 | 2013-05-10 | $94,342 | $93,114 | $1,228 | $1,228 |
| PROCTER & GAMBLE CO - 50 | P | 2006-05-24 | 2013-02-20 | $3,774 | $2,776 | $998 | $998 |
| WASHINGTON MUTAL INVS FD INC CL A - 616.074 | P | 2005-01-28 | 2013-05-10 | $21,994 | $19,551 | $2,443 | $2,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,760 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,776 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,806 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,297,834 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060721 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,114 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,244,739 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067576 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,453 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,222,453 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041272 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,838 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,223,484 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060351 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,844 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,231,702 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064012 | DistributionYr5Rt |
| Total Distribution | 0.293932 | TotalDistributionRt |
| Average Distribution | 0.058786 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,298,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $76,311 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,227 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,538 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,669 | 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 | $1,227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $667 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,227 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $11 | 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 | AddressLine1 |
| City | PENN LAIRD | City |
| State | VA | State |
| ZIP Code | 22846 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 0.00 | $0 | $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 | $1,303,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,317,889 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,317,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,298,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,227 | TotalTaxAmt |
| Distributable Before Adj | $63,679 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,679 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,679 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,669 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,669 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,227 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,442 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,679 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,209 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $23,371 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,048 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,669 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,679 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,990 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $120,038 | 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 | $18,209 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,309 | ExcessFromYear4Amt |
| Excess From Year2 | $23,371 | ExcessFromYear2Amt |
| Excess From Year1 | $16,159 | ExcessFromYear1Amt |
| Excess From Current Year | $40,990 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | PC | MEDICAL RESEARCH AND ASSISTANCE | $200 |
| BARBELLS FOR BOOBS | ||||||
| 2777 S BRISTOL UNIT E | COSTA MESA | CA | 92626 | PC | PROVIDES FUNDING TO PAY FOR BREAST CANCER DETECTION SERVICES AS A LAST RESORT FOR THOUSANDS OF PEOPLE WHO DON'T QUALIFY FOR ASSISTANCE ELSEWHERE. | $500 |
| BLUE RIDGE AREA FOOD BANK | ||||||
| PO BOX 937 | VERONA | VA | 24482 | PC | FOOD BANK | $1,200 |
| BOY SCOUTS OF AMERICA | ||||||
| PO BOX 152079 | IRVING | TX | 75015 | PC | YOUTH DEVELOPMENT ORGANIZATION | $250 |
| HARRISONBURG COMMUNITY FOUNDATION | ||||||
| PO BOX 168 | HARRISONBURG | VA | 22803 | PC | LOCAL PHILANTHROPIC FOUNDATION | $16,600 |
| DAN & LOUISE BURTNER ENDOWED SCHOLAR FUND | ||||||
| 402 EAST COLLEGE STREET | BRIDGEWATER | VA | 22812 | PC | BRIDGEWATER COLLEGE;IN MEMORY OF DR. BURTNER, ENDOWED SCHOLARSHIPS. | $100 |
| FIRST TEE PROGRAM | ||||||
| 425 SOUTH LEGACY TRAIL | ST AUGUSTINE | FL | 32092 | PC | YOUTH DEVELOPMENT ORGANIZATION | $250 |
| HARRISONBURG-ROCKINGHAM FREE CLINIC | ||||||
| 25 WEST WATER STREET | HARRISONBURG | VA | 22801 | PC | PROVIDE AFFORDABLE, SUSTAINABLE HEALTH CARE SERVICES FOR LOW INCOME AND UNINSURED ADULTS | $16,991 |
| FRIENDSHIP INDUSTRIES | ||||||
| 801 FRIENDSHIP DRIVE | HARRISONBURG | VA | 22802 | PC | DEVELOPS AND MAINTAINS EMPLOYMENT AND TRAINING OPPORTUNITIES FOR PERSONS WITH DISABILITIES | $200 |
| HANN CANCER CENTER | ||||||
| 2010 HEALTH CAMPUS DR | HARRISONBURG | VA | 22801 | PC | IN MEMORY WILLIAM KENT BOWER, RESEARCH | $50 |
| HARRISONBURG BAND BOOSTERS | ||||||
| 1001 GARBER CHURCH RD | HARRISONBURG | VA | 22801 | PC | IN HONOR OF MR. BOBBY SULLIVAN | $100 |
| HARRISONBURG DOWNTOWN RENAISSANCE | ||||||
| 212 SOUTH MAIN ST | HARRISONBURG | VA | 22801 | PC | PROVIDES MONEY FOR DOWNTOWN RENAISSANCE FOR REVITALIZATION SPONSORSHIP- | $900 |
| HARRISONBURG HIGH SCHOOL | ||||||
| 1001 GARBER CHURCH RD | HARRISONBURG | VA | 22801 | PC | DONATION TO GOLF TOURNAMENT HOLE SPONSOR WITH SIGN 2013 BOOSTERS | $500 |
| HARRISONBURG RESCUE SQUAD | ||||||
| 1700 RESERVOIR ST | HARRISONBURG | VA | 22801 | PC | IN MEMORY MR. WETZEL | $100 |
| HARRISONBURG ROCKINGHAM DAY CARE | ||||||
| 205 S MAIN ST | HARRISONBURG | VA | 22801 | PC | SPONSOR DANCING W/STARS HUNTER | $1,000 |
| JMU FOUNDATION | ||||||
| MSC 3603 | HARRISONBURG | VA | 22807 | PC | THANKS A MILLION CAMPGAIN - ALICE JULIAS | $200 |
| MILHENBERG LUTHERAN CHURCH | ||||||
| 281 E MARKET ST | HARRISONBURG | VA | 22801 | PC | PROVIDES MONEY FOR SECOND HOME OPERATING EXPENSE | $300 |
| NEW CREATION | ||||||
| 3051 S MAIN ST | HARRISONBURG | VA | 22801 | PC | HARRISONBURG WOMAN ABUDUCTION TASK FORCE | $100 |
| ROBERTA WEBB CHILD CARE CENTER | ||||||
| 400 KELLY ST | HARRISONBURG | VA | 22801 | PC | IN HONOR OF ELLEN SHOMO | $100 |
| SALVATION ARMY | ||||||
| 245 E WASHINGTON ST | HARRISONBURG | VA | 22801 | PC | GENERAL FUND | $1,000 |
| SHENANDOAH VALLEY BATTLEFIELD FOUNDATION | ||||||
| PO BOX 897 | NEW MARKET | VA | 22844 | PC | DONATION TO HELP HISTORY PRESERVATION 2013 | $100 |
| SHENANDOAH VALLEY AUTISM PARTNERSHIP | ||||||
| 4181 BROWN ROAD LANE | HARRISONBURG | VA | 22801 | PC | PROVIDES MONEY FOR LOCAL CHAPTER TO PROVIDES EDUCATION, ADVOCACY, AND NETWORKING FOR FAMILIES WHO HAVE A MEMBER WITH AUTISM SPECTRUM DISORDER | $100 |
| TEMPLE BETH EL | ||||||
| 830 OLD FURNACE RD | HARRISONBURG | VA | 22802 | PC | IN MEMORY OF FRANK BLATT | $50 |
| VIRGINIA HERITAGE PRESERVATION | ||||||
| PO BOX 525 | HARRISONBURG | VA | 22803 | PC | TO PROTECT THE ENVIRONMENT AND SAVE OUR HERITAGE FOR GENERATIONS TO COME | $100 |
| WOODBINE CEMETERY | ||||||
| 410 NEFF AVENUE | HARRISONBURG | VA | 22801 | PC | IN MEMORY OF E. WARREN DENTON | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,091 | 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 | $61,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,760 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 02 | ExclusionCd |
| Exclusion | $23,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $146,698 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,698 | 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 | $20,367 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,367 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $111,238 | EOYBookValueAmt |
| EOYFMV | $111,238 | 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 | $1,249,000 | BookValueAmt |
| EOYFMV | $1,249,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $240 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $240 | DisbursementsCharitablePrpsAmt |
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 | $8,083 | $0 | $8,083 | $0 |
| REIMBURSEMENTS | $298 | $0 | $0 | $298 |
| ADVERTISING | $2,105 | $0 | $0 | $2,105 |
| BANK FEES | $13 | $0 | $0 | $13 |
| OFFICE SUPPLIES | $123 | $0 | $0 | $123 |
| REGISTRATION FEES | $30 | $0 | $0 | $30 |
| PENALTIES | $31 | $0 | $0 | $31 |
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 | $23,985 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $23,985 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN FMV ADJUSTMENT ON INVESTMENTS FOR 2013 | Description |
| Amount | $59,905 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $2,930 | BOYBookValueAmt |
| EOY Book Value | $2,253 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX 990-PF | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Comments