EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201321359349101512
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T11:10:10-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL BROWN BIONDOLILLO CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1415 | AddressLine1 |
| City | GLOUCESTER | City |
| State | VA | State |
| ZIP Code | 230611415 | 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 | 521205904 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG BRIDGE ORDINARY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LONG | NameControl |
| Phone | 8046959079 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5168 WEAVER LANE | AddressLine1 |
| City | GLOUCESTER | City |
| State | VA | State |
| ZIP Code | 23061 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM D WEAVER | Name |
| Title | PRESIDENT | Title |
| Phone | 8046959079 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHERYL B BIONDOLILLO | Name |
| Phone | 8046930605 | Phone |
| Date Prepared | 2013-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 359947 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6443 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2211 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2211 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 2211 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 4351 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4351 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 4351 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 10152 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 75098 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10937 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1327 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 23157 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17499 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7889 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 4317 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4317 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 216 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 68 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 69 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 15807 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 15642 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 21909 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4385 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 15642 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2836 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2836 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 24745 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4385 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18478 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1588 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13114 | NetInvestmentIncome |
| Adjusted Net Income | 7889 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2965 | CashBOY |
| Cash EOY | 8919 | CashEOY |
| Cash EOYFMV | 8919 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 22338 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 9599 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 9599 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 24431 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 10076 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 10197 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 164700 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 179234 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 252450 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 70715 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 75802 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 78782 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 787 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 734 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 122 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 53 | LandBuildingAndEquipmentEOY |
| Total Assets BOY | 285271 | TotalAssetsBOY |
| Total Assets EOY | 283683 | TotalAssetsEOY |
| Total Assets EOYFMV | 359947 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 285271 | RetainedEarningsBOY |
| Retained Earnings EOY | 283683 | RetainedEarningsEOY |
| Total Net Assets BOY | 285271 | TotalNetAssetsBOY |
| Total Net Assets EOY | 283683 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 285271 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 283683 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 285271 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1588 | ExcessOfRevenueOverExpenses |
| Subtotal | 283683 | Subtotal |
| Total Net Assets Fund Balances EOY | 283683 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (19 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| DOLLAR TREE | P | 2011-04-06 | 2012-01-25 | 2973 | 1994 | 979 | 979 |
| MERCK & COMPANY INC NEW | P | 2009-11-18 | 2012-02-29 | 3064 | 2786 | 278 | 278 |
| NVR INC | P | 2011-03-09 | 2012-01-27 | 696 | 772 | -76 | -76 |
| NVR INC | P | 2010-10-07 | 2012-01-27 | 2089 | 1923 | 166 | 166 |
| SCHWAB CHARLES CORP | P | 2011-10-05 | 2012-09-19 | 3396 | 2883 | 513 | 513 |
| QUALCOMM INC | P | 2009-08-14 | 2012-08-29 | 3100 | 2294 | 806 | 806 |
| FHLMC | P | 2011-08-17 | 2012-05-30 | 3417 | 3506 | -89 | -89 |
| MILLICOM INTERNATIONAL | P | 2009-01-01 | 2012-08-23 | 3949 | 3634 | 315 | 315 |
| BOEING COMPANY | P | 2011-01-12 | 2012-05-30 | 3130 | 3159 | -29 | -29 |
| STARWOOD HTLS RSRTS WRLD | P | 2011-09-14 | 2012-10-17 | 3995 | 2988 | 1007 | 1007 |
| TRANSOCEAN LTD NAMEN AKT | P | 2011-03-02 | 2012-04-11 | 1000 | 1675 | -675 | -675 |
| AMERICAN TOWER CORP NEW | P | 2010-05-26 | 2012-07-10 | 2816 | 1609 | 1207 | 1207 |
| APPLE INC | P | 2006-09-14 | 2012-07-26 | 4002 | 521 | 3481 | 3481 |
| EOG RESOURCES INC | P | 2009-01-01 | 2012-05-23 | 3444 | 1415 | 2029 | 2029 |
| FHLMC | P | 2010-09-29 | 2012-01-17 | 10361 | 10101 | 260 | 260 |
| INTEL CORP | P | 2007-05-17 | 2012-12-05 | 2879 | 3242 | -363 | -363 |
| INTL FLAVOR & FRAGRANCE | P | 2010-04-21 | 2012-04-11 | 3449 | 3027 | 422 | 422 |
| LABORATORY CORP OF AMERICA | P | 2008-07-23 | 2012-11-07 | 3411 | 2867 | 544 | 544 |
| LOWES COMPANIES | P | 2004-03-03 | 2012-09-19 | 2662 | 2500 | 162 | 162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10937 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1327 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8652 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 331735 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.026081 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10795 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 313043 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.034484 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 8192 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 86099 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095146 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13007 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 329334 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039495 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6380 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 365355 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.017462 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.212668 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042534 | AverageDistributionRatio |
| Net Noncharitable Assets | 344466 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14652 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 131 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14783 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18478 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 131 | InvestmentIncomeExciseTax |
| Subtotal | 131 | Subtotal |
| Tax Based On Investment Income | 131 | TaxBasedOnInvestmentIncome |
| Tax Due | 131 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CHRISTINE WESSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8046934100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 353 | AddressLine1 |
| City | GLOUCESTER | City |
| State | VA | State |
| ZIP Code | 23061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (13 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 |
|---|---|---|---|---|---|---|---|---|
| MRS CARROLL W BARTLETT | ||||||||
| 5840 WARE POINT RD | GLOUCESTER | VA | 23061 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| DONALD P ROANE | ||||||||
| PO BOX 360 | DUTTON | VA | 23050 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| WILLIAM D WEAVERJR | ||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| MRS ARTHUR B WHITE | ||||||||
| PO BOX 95 | WARE NECK | VA | 23178 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| MRS JOHN L FINNEY | ||||||||
| PO BOX 520 | GLOUCESTER | VA | 23061 | SECRETARY | 0.25 | 0 | 0 | 0 |
| ROBERT L MARBLE | ||||||||
| PO BOX 1154 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| DAVID BROWN | ||||||||
| P O BOX 157 | WHITE MARSH | VA | 23183 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MRS WILLIAM D WEAVER JR | ||||||||
| 6168 WEAVER LANE | GLOUCESTER | VA | 23061 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| J ELLIS HALL | ||||||||
| PO BOX 2029 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| F BRECKENRIDGE MONTAGUE | ||||||||
| PO BOX 695 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| DAVID H TEAGLE | ||||||||
| PO BOX 637 | GLOUCESTER | VA | 23061 | V-P | 1.00 | 0 | 0 | 0 |
| CHRISTINE H WESSON | ||||||||
| PO BOX 353 | GLOUCESTER | VA | 23061 | TREASURER | 1.00 | 0 | 0 | 0 |
| ROBERT JOHNSON | ||||||||
| P O BOX 52 | WARE NECK | VA | 23178 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTINUED PRESERVATION OF THE HISTORICAL STRUCTURE AND GROUNDS OF LONG BRIDGE ORDINARY FOR THE BENEFIT OF THE GENERAL PUBLIC. | Description1 |
| Expenses1 | 18478 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 332191 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17521 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 349712 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 349712 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5246 | CashDeemedCharitable |
| Net Noncharitable Assets | 344466 | NetNoncharitableAssets |
| Minimum Investment Return | 17223 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18478 | ExpensesAndContributions |
| Qualifying Distributions | 18478 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 131 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 18347 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | 18478 | QualifyingDistributions |
| Remaining Distri From Corpus | 18478 | RemainingDistriFromCorpus |
| Total Corpus | 18478 | TotalCorpus |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1998-02-06 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 7889 | CurrentYear |
| Year1 | 7718 | Year1 |
| Year2 | 8209 | Year2 |
| Year3 | 4305 | Year3 |
| Total | 28121 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 6706 | CurrentYear |
| Year1 | 6560 | Year1 |
| Year2 | 6978 | Year2 |
| Year3 | 3659 | Year3 |
| Total | 23903 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 18478 | CurrentYear |
| Year1 | 8652 | Year1 |
| Year2 | 10795 | Year2 |
| Year3 | 8214 | Year3 |
| Total | 46139 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 18478 | CurrentYear |
| Year1 | 8652 | Year1 |
| Year2 | 10795 | Year2 |
| Year3 | 8214 | Year3 |
| Total | 46139 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 11482 | CurrentYear |
| Year1 | 11058 | Year1 |
| Year2 | 10435 | Year2 |
| Year3 | 2870 | Year3 |
| Total | 35845 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | GLOUCESTER WOMAN'S CLUB | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1562 | AddressLine1 |
| City | GLOUCESTER | City |
| State | VA | State |
| ZIP Code | 23061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | UTILITIES TO MAINTAIN BLDG | PurposeOfGrantOrContribution |
| Amount | $2,836 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2836 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,211 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,351 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,152 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,714 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16714 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | W E M T BELVIN CHARITABLE TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BANK OF AMERICA | AddressLine1 |
| Address Line2 | ONE COMMERCIAL PLACE | AddressLine2 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 23510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5418 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHERYL BROWN BIONDOLILLO CPA PC | Category |
| Amount | $1,500 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (13 entries)
| MRS CARROLL W BARTLETT |
| DONALD P ROANE |
| WILLIAM D WEAVERJR |
| MRS ARTHUR B WHITE |
| MRS JOHN L FINNEY |
| ROBERT L MARBLE |
| DAVID BROWN |
| MRS WILLIAM D WEAVER JR |
| J ELLIS HALL |
| F BRECKENRIDGE MONTAGUE |
| DAVID H TEAGLE |
| CHRISTINE H WESSON |
| ROBERT JOHNSON |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| FILE CABINET | 2006-09-25 | 325 | 278 | 200DB | 7.0000 | 29 |
| 5 FOLDING CHAIRS | 2006-10-31 | 462 | 387 | 200DB | 7.0000 | 40 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| NOVARTIS CAP | 2010-03 | PURCHASE | 2012-07 | 10114 | 10014 | 100 |
| TRANSOCEAN LTD NAMEN AKT | 2005-10 | PURCHASE | 2012-04 | 1151 | 2036 | -885 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (15 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 10000 CLOROX COMPANY | 10317 | 10649 |
| 10000 NOVARTIS CAPITAL CORP | ||
| 5000 AT & T INC | 5189 | 5216 |
| 5000 AMERICAN EXPRESS | 4996 | 5292 |
| 5000 BERKSHIRE HATHAWAY | 5225 | 5248 |
| 5000 EOG RESOURCE | 5019 | 5037 |
| 5000 GENERAL ELECTRIC | 5123 | 5683 |
| 5000 GOLDMAN SACHS GROUPS | 4954 | 5014 |
| 5000 HEWLETT PACKARD COMPANY | 4895 | 5004 |
| 5000 JPMORGAN CHASE | 4930 | 5190 |
| 5000 SUNTRUST BANKS | 5000 | 5354 |
| 5000 VERIZON COMMUNICATIONS | 5053 | 5480 |
| 5000 WELLS FARGO & CO | 5141 | 5263 |
| 5000 CAPITAL ONE | 5076 | 5313 |
| 5000 BANK OF AMEICA | 4884 | 5039 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (70 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 100 SH DISNEY WALT COMPANY | 3388 | 4979 |
| 175 SH LOWES COMPANIES INC-110 SH | 2638 | 3907 |
| 25 SH LOWES COMPANIES INC | ||
| 75 SH PEPCISO INC | 4249 | 5132 |
| 50 SH PROCTOR & GAMBLE | 3094 | 3395 |
| 80 SH WAL-MART STORES INC | 4524 | 5458 |
| 50 SH CHEVRON CORP | 2860 | 5407 |
| 25 AND 10SH EOG RESOURCES INC-SOLD | ||
| 75SH EXXON MOBIL CORP | 3523 | 6491 |
| 60 SH SCHLUMBERGER LTD | 2008 | 4158 |
| 23 SH TRANSOCEAN LTD-SOLD | ||
| 20 SH TRANSOCEAN LTD-SOLD | ||
| 190 SH BANK OF AMERICA CORP | 2517 | 2206 |
| 65 SH BERKSHIRE HATHAWAY INC CLASS B | 3589 | 5831 |
| 160 & 20 SH BROOKFIELD ASSET MGMT | 4714 | 6597 |
| 100 SH JP MORGAN CHASE & CO | 4397 | 4397 |
| 15 SH MARKEL CORP | 3030 | 6501 |
| 65 SH PRICE T. ROWE GROUP INC | 2537 | 4233 |
| 60 AND 20SH JOHNSON & JOHNSON | 4716 | 5608 |
| 40 SH LABORATORY CORP OF AMERICA-SOL | ||
| 100 SH DANAHER CORP | 2591 | 5590 |
| 60 SH UNITED TECHNOLOGIES CORP | 2489 | 4921 |
| 80 SH ACCENTURE LIMTIED | 3083 | 5320 |
| 15 SH APPLE INC-8 SHARES | 595 | 4257 |
| 65 SH AUTOMATIC DATA | 2961 | 3700 |
| 6 SH GOOGLE INC | 2155 | 4244 |
| 145 SH INTEL CORP-SOLD | ||
| 30 SH IBM | 3498 | 5747 |
| 140 SH MICROSOFT CORP | 3151 | 3739 |
| 70 SH ALBEMARLE CORP | 2477 | 4348 |
| 35 SH PRAXAIR INC | 1045 | 3831 |
| 30 AND 15SH MILLICOM INTL CELLULAR-S | ||
| 40SH MCDONALDS& 10 SH | 3283 | 4411 |
| 45SH OCCIDENTAL PETROLEUM | 2465 | 3447 |
| 140 SH WELLS FARGO | 3595 | 4785 |
| 80SH MERCK & COMPANY-SOLD | ||
| 25 NOVO NORDISK | 1630 | 4080 |
| 80SH FISERV INC | 3502 | 6322 |
| 55 AND 50SH QUALCOMM INC-55 SH | 2176 | 3402 |
| 55 AND 40SH AMERICAN TOWER-55 SH | 1617 | 4250 |
| 65SH ILLINOIS TOOL | 2867 | 3953 |
| 60SH INTERNATIONAL FLAVOR-SOLD | ||
| 75SH CHECK POINT SOFTWARE | 2678 | 3573 |
| 50SH ANHEUSER BUSCH | 2783 | 4371 |
| 35SH VISA | 2667 | 5305 |
| 3SH NVR INC-SOLD | ||
| 1SH NVR INC-SOLD | ||
| 150 & 25SH CARMAX | 4099 | 6570 |
| 35 SH DOLLAR TREE INC-SOLD | ||
| 70 SH STARWOOD HOTELS-SOLD | ||
| 55SH NESTLE | 3074 | 3584 |
| 95 SH CAPITAL ONE | 4321 | 5503 |
| 250SH SCHWAB CHARLES CORP NEW-SOLD | ||
| 65 SH WELLPOINT INC | 3911 | 3960 |
| 45 SH BOEING-SOLD | ||
| 50SH STANLEY BLACK & DECKER | 3409 | 3699 |
| 30SH UNION PACIFIC | 3017 | 3772 |
| 30 SH GOLDMAN SACHS GROUP | 3163 | 3827 |
| 60 SH AON PLC | 3080 | 3337 |
| 105 SH VALERO ENERGY CORP | 3101 | 3583 |
| 60 SH NATIONAL OILWELL VARCO | 4387 | 4101 |
| 125 SH ISHARES BARCLAYS | 13609 | 13499 |
| 30 SH ISHARES NASDAQ | 4228 | 4117 |
| 18 SH AMAZON | 3573 | 4516 |
| 145SHGM | 3099 | 4180 |
| 160 SH NEWS CORP | 3084 | 4082 |
| 80 SH DR PEPPER | 3310 | 3534 |
| 60 SH SMUCKERS | 4583 | 5174 |
| 95 SH WALGREEN | 3093 | 3516 |
| ROUNDING | 1 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 10076 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 10197 | USGovtSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | 787 | CostOrOtherBasis |
| Accumulated Depreciation | 734 | AccumulatedDepreciation |
| Book Value | 53 | BookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| LANDSCAPING & LAWNCARE | 503 | 503 |
| OFFICE SUPPLIES | 40 | |
| REPAIRS TO THE BUILDING | 10550 | 10550 |
| INSURANCE | 2089 | 2089 |
| MEMBERSHIP | 125 | |
| STUDY | 2500 | 2500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES AND INVESTMENT FEE | Category |
| Amount | $4,317 | Amount |
| Net Investment Income | 4317 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FRANCHISE & REGISTRATION | $25 | |
| FOREIGN TAX W/H | $68 | 68 |
| TAXES | $123 |
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