THE MDC FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE MDC FOUNDATION (EIN 46-1550838)
- Tax period
- 2013-01-03 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349100139
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T08:29:21-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST FINANCIAL SERVICES INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 E HIGH STREET | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-03 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461550838 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MDC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MDCF | BusinessNameControlTxt |
| Phone | 4349774420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVERCREST 614 EAST HIGH ST | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22902 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUPRE COCHRAN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4349774420 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN KWIATKOWSKI | PreparerPersonNm |
| PTIN | P01509799 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| 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 | $3,211,138 | 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 | $790,053 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,582 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,582 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,802 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,319 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $816,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,703 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $577 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $313 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $925 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $782,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,390 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $54,504 | CashEOYAmt |
| Cash EOYFMV | $54,504 | CashEOYFMVAmt |
| US Government Obligations EOY | $209,902 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $209,902 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $2,753,013 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,753,013 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $186,921 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $186,921 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $6,798 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,798 | OtherAssetsEOYFMVAmt |
| Total Assets EOY | $3,211,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,211,138 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,500 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $264 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,764 | TotalLiabilitiesEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,208,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,211,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $782,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,425,678 | OtherIncreasesAmt |
| Subtotal | $3,208,432 | SubtotalAmt |
| Other Decreases | $58 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,208,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 550 SHARES METLIFE INC. | D | 2008-10-22 | 2013-11-22 | $28,866 | $16,541 | $12,325 | $12,325 |
| 100 SHARES METLIFE INC. | D | 2013-01-28 | 2013-11-22 | $5,248 | $3,792 | $1,456 | $1,456 |
| 400 SHARES APPLIED TECHNOLOGIES INC | D | 2012-09-24 | 2013-12-17 | $18,576 | $17,291 | $1,285 | $1,285 |
| 100 SHARES APPLIED TECHNOLOGIES INC | D | 2013-01-28 | 2013-12-17 | $4,644 | $4,391 | $253 | $253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,319 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,709 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,662 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,055,256 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048491 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,692 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,007,108 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047677 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,888,802 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047173 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,830,995 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010431 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $99,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,173,652 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045591 | DistributionYr5Rt |
| Total Distribution | 0.199363 | TotalDistributionRt |
| Average Distribution | 0.039873 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $568,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,663 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $264 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,927 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,000 | 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 | $264 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $264 | SubtotalAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $264 | TaxDueAmt |
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 | SILVERCREST ASSET MANAGEMENT GROUP | IndividualWithBooksNm |
| Phone | 4349774420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 EAST HIGH STREET | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22902 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DUPRE COCHRAN | ||||||||
| C/O SILVERCREST 614 EAST HIGH ST | CHARLOTTESVILLE | VA | 22902 | SECRETARY/VP | 2.00 | $0 | $0 | $0 |
| LEE S COCHRAN | ||||||||
| C/O SILVERCREST 614 EAST HIGH ST | CHARLOTTESVILLE | VA | 22902 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| E PEYTON COCHRAN | ||||||||
| C/O SILVERCREST 614 EAST HIGH ST | CHARLOTTESVILLE | VA | 22902 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| G MOFFETT COCHRAN | ||||||||
| C/O SILVERCREST 614 EAST HIGH ST | CHARLOTTESVILLE | VA | 22902 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION WILL INVEST ITS ASSETS TO PRODUCE INVESTMENT RETURNS TO FUND ANNUAL DISTRIBUTIONS TO PRE- SELECTED 501(C)(3) CHARITIES | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $559,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,436 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $577,043 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $577,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $568,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $264 | TotalTaxAmt |
| Distributable Before Adj | $28,155 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,155 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,155 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $264 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,736 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,155 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,845 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,845 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,845 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DUPRE COCHRAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ST JUDE'S CHILDREN'S RESEARCH HOSP | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38102 | NONE | PUBLIC | GENERAL | $1,000 | |
| STAUNTON AUGUSTA ART CENTER | ||||||||
| 20 SOUTH NEW STREET | STAUNTON | VA | 24401 | NONE | PUBLIC | GENERAL | $1,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PUBLIC | GENERAL | $2,000 | |
| THE DOE FUND | ||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL | $2,000 | |
| BLUE ENGINE | ||||||||
| 55 EXCHANGE STREET | NEW YORK | NY | 10015 | NONE | PUBLIC | GENERAL | $3,000 | SUITE 603 |
| AMERICAN FOLK ART MUSEUM | ||||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL | $4,000 | |
| CHOATE ROSEMARY HALL DEV OFFICE | ||||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | PUBLIC | GENERAL | $2,000 | |
| COLLEGE OF CHARLESTON FOUNDATION | ||||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | PUBLIC | GENERAL | $2,000 | |
| ASPCA | ||||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | NONE | PUBLIC | GENERAL | $3,000 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC | GENERAL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,582 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,802 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,319 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,703 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,703 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DUPRE COCHRAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVERCREST 614 EAST HIGH ST | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $789,128 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS & BONDS | NoncashPropertyDesc |
| Fair Market Value | $789,128 | FairMarketValueAmt |
| Received | 2013-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,500 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| DUPRE COCHRAN |
| LEE S COCHRAN |
| E PEYTON COCHRAN |
| G MOFFETT COCHRAN |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $186,921 | EOYBookValueAmt |
| EOYFMV | $186,921 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE STOCK | $2,554,235 | $2,554,235 |
| MUTUAL FUNDS | $198,778 | $198,778 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $209,902 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $209,902 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST & DIVIDENDS | Desc |
| EOY Book Value | $6,798 | EOYBookValueAmt |
| EOYFMV | $6,798 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 1099 TIMING DIFFERENCE - INTEREST | Description |
| Amount | $58 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INCORPORATION FEE | $75 |
| USER FEE - TAX-EX STATUS APPL | $850 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSET TRANSFER - COCHRAN FAMILY FOUNDATION | $2,343,393 |
| UNREALIZED GAIN ON INVESTMENTS | $80,787 |
| 1099 TIMING DIFFERENCE - DIVIDENDS | $1,498 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $264 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $313 | $313 |
| FEDERAL EXCISE TAX | $264 |
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