VITAL CARE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VITAL CARE CHARITABLE FOUNDATION INC (EIN 59-3756797)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349100966
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T09:03:22-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greene Dycus & Co PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 No Elm Ave | AddressLine1 |
| City | Sanford | City |
| State | FL | State |
| ZIP Code | 32771 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593756797 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vital Care Charitable Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VITA | NameControl |
| Phone | 4079992225 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3855 St Valentine Way | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32811 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William P Kennedy | Name |
| Title | President | Title |
| Date Signed | 2012-11-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas J Frank | Name |
| Phone | 4073220561 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1415587 | 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 | 12848 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12848 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 58094 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 909262 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 58094 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 70942 | TotalRevenueAndExpenses |
| Total Net Investment Income | 70942 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2000 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 3085 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3085 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 5922 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5922 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 11007 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11007 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 169226 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 169226 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 180233 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11007 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 169226 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -109291 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 59935 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8235 | CashBOY |
| Cash EOY | 20927 | CashEOY |
| Cash EOYFMV | 20927 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 398543 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14512 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14512 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1493409 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1755457 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1380148 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1900187 | TotalAssetsBOY |
| Total Assets EOY | 1790896 | TotalAssetsEOY |
| Total Assets EOYFMV | 1415587 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1900187 | CapitalStockBOY |
| Capital Stock EOY | 1790896 | CapitalStockEOY |
| Total Net Assets BOY | 1900187 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1790896 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1900187 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1790896 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1900187 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -109291 | ExcessOfRevenueOverExpenses |
| Subtotal | 1790896 | Subtotal |
| Total Net Assets Fund Balances EOY | 1790896 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 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 |
|---|---|---|---|---|---|---|---|
| Various (See Attached) | P | 2008-01-01 | 2011-12-31 | 478784 | 416898 | 61886 | 61886 |
| Proshares Trust II - Basis Adj | P | 2011-08-17 | 2011-10-06 | 2908 | -2908 | -2908 | |
| Powershares DB Multi Sector - Basis Adj | P | 2011-06-14 | 2011-10-24 | 1358 | 1358 | 1358 | |
| Various (See Attached) | P | 2011-01-01 | 2011-12-31 | 426159 | 430090 | -3931 | -3931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 58094 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -3792 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 232334 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1647703 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.14101 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 146735 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1465726 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.10011 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 199420 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2223665 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.08968 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 123600 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2467729 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05009 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 100545 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1795449 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05600 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.43688 | TotalDistributionRatio |
| Average Distribution Ratio | 0.08738 | AverageDistributionRatio |
| Net Noncharitable Assets | 1688082 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 147500 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 599 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 148099 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 169226 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 599 | InvestmentIncomeExciseTax |
| Subtotal | 599 | Subtotal |
| Tax Based On Investment Income | 599 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1398 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1398 | TotalCreditsAndPayments |
| Overpayment | 799 | Overpayment |
| Amount Credited To Next Year | 799 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | true | LegislativePoliticalActivities |
| More Than100 Spent | true | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alexander Borsoi | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4079992225 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3855 St Valentine Way | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32811 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | true | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | true | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Steven Bissinger | ||||||
| 3855 St Valentine Way | Orlando | FL | 32811 | Treasurer | 0.00 | 0 |
| Ashley E Kennedy | ||||||
| 414 Forest St | Windermere | FL | 34786 | Secretary | 0.00 | 0 |
| Courtney B Kennedy | ||||||
| PO Box 209 | Bluemont | VA | 20135 | Vice President | 0.00 | 0 |
| William P Kennedy | ||||||
| 1592 West Ivanhoe Blvd | Orlando | FL | 32804 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1571967 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 141822 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1713789 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1713789 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25707 | CashDeemedCharitable |
| Net Noncharitable Assets | 1688082 | NetNoncharitableAssets |
| Minimum Investment Return | 84404 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 84404 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 599 | TaxBasedOnInvestmentIncome |
| Total Tax | 599 | TotalTax |
| Distributable Amount Before Adj | 83805 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 83805 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 83805 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 169226 | ExpensesAndContributions |
| Qualifying Distributions | 169226 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 599 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 168627 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 83805 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 21871 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4296 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 91039 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 73623 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 153081 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 343910 | TotalExcessDistriCarryover |
| Qualifying Distributions | 169226 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 83805 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 85421 | RemainingDistriFromCorpus |
| Total Corpus | 429331 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 21871 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 407460 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4296 | ExcessFromYear4 |
| Excess From Year3 | 91039 | ExcessFromYear3 |
| Excess From Year2 | 73623 | ExcessFromYear2 |
| Excess From Year1 | 153081 | ExcessFromYear1 |
| Excess From Current Year | 85421 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | William P Kennedy | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Make-A-Wish Foundation | |||||||
| 4742 N 24th Street Suite 400 | Phoenix | AZ | 85016 | None | Public | General | $500 |
| Brothers Keeper | |||||||
| 4001 Edgewater Drive | Orlando | FL | 32804 | None | Public | General | $5,000 |
| Goose Creek Association | |||||||
| PO Box 1178 | Middleburg | VA | 20118 | None | Public | General | $35 |
| The Middleburg Community Center | |||||||
| PO Box 265 | Middleburg | VA | 20118 | None | Public | General | $1,000 |
| Seven Loaves of Middleburg | |||||||
| PO Box 1924 | Middleburg | VA | 20118 | None | Public | General | $100 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | None | Public | General | $500 |
| The Community School of the Piedmon | |||||||
| 9110 John Mosby Highway | Upperville | VA | 20185 | None | Public | General | $500 |
| American Heart Association | |||||||
| PO Box 4002900 | Des Moines | IA | 50340 | None | Public | General | $2,500 |
| Little Red Door | |||||||
| 1801 North Meridian Street | Indianapolis | IN | 46202 | None | Public | General | $400 |
| Jones High School | |||||||
| 801 S Rio Grande Ave | Orlando | FL | 32805 | None | Public | General | $125 |
| BETA | |||||||
| 4680 Lake Underhill Road | Orlando | FL | 32807 | None | Public | General | $5,000 |
| Thinking Beyond Borders | |||||||
| PO Box 656 | Fairfield | CT | 06824 | None | Public | General | $500 |
| Animal Rescue Fund | |||||||
| PO Box 34 | Delaplane | VA | 20144 | None | Public | General | $1,000 |
| The Robert Duvall Childrens's Fund | |||||||
| PO Box 480 | Marshall | VA | 20115 | None | Public | General | $500 |
| The University of South Carolina | |||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | Public | General | $29,966 |
| Orlando Magic Youth Foundation | |||||||
| 8701 Maitland Summit Boulevard | Orlando | FL | 32801 | None | Public | General | $31,000 |
| National Steeplechase Association | |||||||
| 400 Fair Hill Drive | Elkton | MD | 21921 | None | Public | General | $500 |
| Arocola United Methodist Church | |||||||
| 24757 Evergreen Mills Road | Dulles | VA | 20166 | None | Public | General | $500 |
| Denver Women's Lacrosse | |||||||
| 1870 S High St 503-S | Denver | CO | 80210 | None | Public | General | $500 |
| Unison Battlefield | |||||||
| PO Box 14 | Middleburg | VA | 20118 | None | Public | General | $1,000 |
| The Middleburg Community Center | |||||||
| PO Box 265 | Middleburg | VA | 20118 | None | Public | General | $1,000 |
| Middleburg Hunt Point to Point | |||||||
| PO Box 1161 | Middleburg | VA | 20118 | None | Public | General | $200 |
| Windy Hill Foundation | |||||||
| PO Box 1593 | Middleburg | VA | 20118 | None | Public | General | $6,500 |
| VA League of Conservative Voters | |||||||
| 530 E Main St | Richmond | VA | 23219 | None | Political | General | $5,000 |
| Upperville Colt Horse Show | |||||||
| PO Box 239 | Upperville | VA | 20185 | None | Public | General | $1,200 |
| Trinity Episcopal Church | |||||||
| PO Box 127 | Upperville | VA | 20185 | None | Public | General | $54,000 |
| Piedmont Child Care | |||||||
| PO Box 244 | Upperville | VA | 20185 | None | Public | General | $5,000 |
| Middleburg Spring Race Association | |||||||
| PO Box 1173 | Middleburg | VA | 20118 | None | Public | General | $4,200 |
| Middleburg Humane Foundation | |||||||
| PO Box 1238 | Middleburg | VA | 20118 | None | Public | General | $1,000 |
| MD Anderson Cancer Center | |||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | None | Public | General | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 169226 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,848 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $58,094 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,942 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 70942 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 2000 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Investment Expense | 90 | 90 |
| Investment Expense | 5778 | 5778 |
| Investment Expense | 54 | 54 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | Category |
| Amount | $3,085 | Amount |
| Net Investment Income | 3085 | NetInvestmentIncome |
Comments