DOUGLAS AND MARIANNE DICKERSON FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS AND MARIANNE DICKERSON FOUNDATION (EIN 20-1577084)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-13
- IRS object ID
- 201302569349100710
- Schema version
- 2012v2.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-13T15:56:49-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541517420 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALL EINHORN & CHERNITZER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E MAIN ST SUITE 1600 | AddressLine1 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 23510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201577084 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS & MARIANNE DICKERSON FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O DOUGLAS DICKERSON | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DOUG | NameControl |
| Phone | 7574281080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 KAMICHI COURT | AddressLine1 |
| City | VIRGINIA BEACH | City |
| State | VA | State |
| ZIP Code | 23451 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS DICKERSON | Name |
| Title | DIRECTOR | Title |
| Phone | 7574281080 | Phone |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHIRLEY C BALDWIN | Name |
| PTIN | P00294712 | PTIN |
| Phone | 7576254700 | Phone |
| Date Prepared | 2013-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4444517 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 87929 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 87929 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1618 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 718259 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 86311 | TotalRevenueAndExpenses |
| Total Net Investment Income | 87929 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 500 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 22177 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 880 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 30307 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 257500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 257500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 287807 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 257500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -201496 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 87929 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 410733 | CashBOY |
| Cash EOY | 248637 | CashEOY |
| Cash EOYFMV | 248637 | CashEOYFMV |
| Investments Corp Stock BOY | 1396405 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1230763 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1383089 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1924576 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1944354 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2043710 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 645382 | InvestmentsOtherBOY |
| Investments Other EOY | 751846 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 769081 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4377096 | TotalAssetsBOY |
| Total Assets EOY | 4175600 | TotalAssetsEOY |
| Total Assets EOYFMV | 4444517 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4377096 | RetainedEarningsBOY |
| Retained Earnings EOY | 4175600 | RetainedEarningsEOY |
| Total Net Assets BOY | 4377096 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4175600 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4377096 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4175600 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4377096 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -201496 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4175600 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4175600 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|---|---|---|
| ACL ALTERNATIVE - ST | P | 2012-12-31 | 1921-12-31 | 6515 | -6515 | -6515 | |
| ACL ALTERNATIVE - LT | P | 2009-12-31 | 2012-12-31 | 9772 | -9772 | -9772 | |
| SUNTRUST - ST SALES | P | 2012-12-31 | 2012-12-31 | 50999 | -216 | -216 | 50783 |
| SUNTRUST - LT SALES | P | 2009-12-31 | 2012-12-31 | 647010 | -13977 | -13977 | 633033 |
| AMA | P | 2006-11-01 | 2012-12-31 | 5451 | 541 | 541 | 5992 |
| ACL ALTERNATIVE - OTHER | P | 2012-12-31 | 2012-12-31 | 130 | -130 | -130 | |
| SUNTRUST - CAPITAL GAIN | P | 2011-12-31 | 2012-12-31 | 28451 | 28451 | 28451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1618 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 243191 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4693973 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051809 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 242979 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4655959 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052187 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 231190 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4254806 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054336 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 278608 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4859151 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057337 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 193604 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5577301 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.034713 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.250382 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050076 | AverageDistributionRatio |
| Net Noncharitable Assets | 4413839 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 221027 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 879 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 221906 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 257500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 879 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 879 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 879 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 11 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 11 | TotalCreditsAndPayments |
| Penalty For Underpayment | 20 | PenaltyForUnderpayment |
| Tax Due | 888 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 0 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DOUGLAS DICKERSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7574281080 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 KAMICHI COURT | AddressLine1 |
| City | VIRGINIA BEACH | City |
| State | VA | State |
| ZIP Code | 23451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS DICKERSON | ||||||||
| 1204 KAMICHI COURT | VIRGINIA BEACH | VA | 23451 | PRESIDENT/TREASURER | 10.00 | 0 | 0 | 0 |
| MARIANNE DICKERSON | ||||||||
| 1204 KAMICHI COURT | VIRGINIA BEACH | VA | 23451 | VICE PRESIDENT/SECRETARY | 10.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4117593 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 363462 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4481055 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4481055 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 67216 | CashDeemedCharitable |
| Net Noncharitable Assets | 4413839 | NetNoncharitableAssets |
| Minimum Investment Return | 220692 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 220692 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 879 | TaxBasedOnInvestmentIncome |
| Total Tax | 879 | TotalTax |
| Distributable Amount Before Adj | 219813 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 219813 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 219813 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 257500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 257500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 879 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 256621 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 219813 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 187537 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 257500 | QualifyingDistributions |
| Applied To Year1 | 187537 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 69963 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 149850 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS DICKERSON | ContributingManager |
| Contributing Manager | MARIANNE DICKERSON | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DOUGLAS DICKERSON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 KAMICHI COURT | AddressLine1 |
| City | VIRGINIA BEACH | City |
| State | VA | State |
| ZIP Code | 23451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7574281080 | RecipientPhoneNumber |
| Form And Info And Materials | INFORMAL LETTER STATING PURPOSE AND NEED FOR REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF THE KINGS DAUGHTERS (CHKD) | ||||||||
| 601 CHILDRENS LANE | NORFOLK | VA | 23507 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR PEDIATRIC CARE | $2,500 | |
| CHRYSLER MUSEUM | ||||||||
| 245 WEST OLNEY ROAD | NORFOLK | VA | 23510 | NONE | PUBLIC | PROVIDE SUPPORT FOR THE CHRYSLER MUSEUM OF ART | $7,000 | |
| EQUI-KIDS | ||||||||
| 1252 OCEANA BLVD | VIRGINIA BEACH | VA | 23454 | NONE | PUBLIC | PROVIDE ASSISTANCE TO THERAPY FOR INDIVIDUALS WITH D | $7,000 | |
| NORFOLK ACADEMY | ||||||||
| 1585 WESLEYAN DRIVE | NORFOLK | VA | 23502 | NONE | PRIVATE | PROVIDE ASSISTANCE FOR COLLEGE PREPATORY STUDENTS | $1,000 | |
| ODU ENDOWED SCHOLARSHIP IN BUSINESS | ||||||||
| OLD DOMINION UNIVERSITY 129 KOCH | NORFOLK | VA | 23529 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR HIGHER EDUCATION | $27,500 | HALL |
| OPERATION SMILE | ||||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23501 | NONE | PUBLIC | FOR ASSISTANCE TO REPAIR CHILDHOOD FACIAL DEFORMITIE | $25,000 | |
| OUR SAVIOUR LUTHERAN CHURCH | ||||||||
| 4200 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | NONE | PRIVATE | PROVIDE ASSISTANCE FOR RELIGOUS FUNCTIONS | $12,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| ONE KROC DRIVE | OLK BROOK | IL | 60523 | NONE | PUBLIC | FOR ASSISTANCE IN IMPROVING THE LIVES OF CHILDREN | $2,500 | |
| SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | PUBLIC | PROVIDE SOLUTIONS TO HUNGER AND CERTAIN CONSEQUENCES | $3,000 | |
| ST MARY HOME FOR DISABLED CHILDREN | ||||||||
| 6171 KEMPSVILLE CIRCLE | NORFOLK | VA | 23502 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR DISABLED CHILDREN | $25,000 | |
| UNITED WAY | ||||||||
| 2515 WALMER RD | NORFOLK | VA | 23513 | NONE | PUBLIC | FOR ASSISTANCE IN IMPROVING COMMUNITIES | $106,000 | |
| VIRGINIA AQUARIUM FOUNDATION | ||||||||
| 717 GENERAL BOOTH BOULEVARD | VIRGINIA BEACH | VA | 23451 | NONE | PUBLIC | FOR ASSISTANCE IN EDUCATION, EXIHIBITS AND OTHER NEE | $500 | |
| TOYOTA CHARITY BOWL PLATINUM SPONSORSHIP | ||||||||
| PO BOX 7022 PRINCESS ANNE | VIRGINIA BEACH | VA | 23457 | NONE | PUBLIC | PROVIDES CHRISTMAS TOYS TO LOCAL UNDERPRIVILEGED CHILDREN | $2,500 | |
| ACCESS COLLEGE FOUNDATION | ||||||||
| 7300 NEWPORT AVENUE SUITE 500 | NORFOLK | VA | 23505 | NONE | PUBLIC | TO PROVIDE STUDENTS, WHO MAY NOT HAVE THE OPPORTUNITY, THE PATH TO ATTEND AND COMPLETE COLLEGE | $5,000 | |
| IMPERIAL VALLEY FOOD PANTRY | ||||||||
| 329 APPLESTILL ROAD | EL CENTRO | CA | 92243 | NONE | PUBLIC | BRINGING HEALTH AND HOPE TO THE IMPERIAL VALLEY | $3,000 | |
| PAGC FIRST LANDING PARK PROJECT | ||||||||
| 2500 SHORE DR VIRGINIA BEACH | VIRGINIA BEACH | VA | 23451 | NONE | PUBLIC | CONSERVING OUR RESOURCES | $3,000 | |
| CHARLES CITY COUNTY LIBRARY | ||||||||
| PO BOX 156 | CHARLES CITY | VA | 23030 | NONE | PUBLIC | TO BUILD A NEW LIBRARY IN CHARLES CITY COUNTY | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 257500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $87,929 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$1,618 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $86,311 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 86311 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $6,750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIXED INCOME BONDS | 1071664 | 1140998 |
| INTERNATIONAL BONDS | 362118 | 381026 |
| HIGH YIELD BONDS | 510572 | 521686 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DOMESTIC EQUITIES | 308547 | 358450 |
| INTERNATIONAL EQUITIES | 291473 | 299683 |
| PRECIOUS METALS | 178808 | 228935 |
| GLOBAL EQUITIES | 451935 | 496021 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 751846 | BookValue |
| EOYFMV | 769081 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BROKER FEES | $13,731 | 0 | 0 |
| AMA FEES | $8,446 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEES AND LICENSES | $25 | 0 | 0 |
| FOREIGN TAXES PAID | $855 | 0 | 0 |
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