EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201221369349100142
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- 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 | 2012-05-15T09:27:42-05:00 | 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 | 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 | 2011-01-01 | 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 | 2012-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHERYL B BIONDOLILLO | Name |
| Phone | 8046930605 | Phone |
| Date Prepared | 2012-05-15 | DatePrepared |
| 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 | 334907 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3836 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3051 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3051 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3051 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 3565 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3565 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 3565 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 3722 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 91694 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3722 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1102 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 14174 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10338 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7718 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 4139 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4139 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 140 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 60 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 70 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 4802 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 4586 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10651 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4199 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4586 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4066 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4066 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 14717 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4199 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 8652 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -543 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6139 | NetInvestmentIncome |
| Adjusted Net Income | 7718 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1002 | CashBOY |
| Cash EOY | 2965 | CashEOY |
| Cash EOYFMV | 2965 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 42012 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 22338 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 22338 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 20177 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 24431 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 24706 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 166846 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 164700 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 213802 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 65094 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 70715 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 71096 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 787 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 665 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 192 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 122 | LandBuildingAndEquipmentEOY |
| Total Assets BOY | 295323 | TotalAssetsBOY |
| Total Assets EOY | 285271 | TotalAssetsEOY |
| Total Assets EOYFMV | 334907 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 9509 | AccountsPayableBOY |
| Total Liabilities BOY | 9509 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 285814 | RetainedEarningsBOY |
| Retained Earnings EOY | 285271 | RetainedEarningsEOY |
| Total Net Assets BOY | 285814 | TotalNetAssetsBOY |
| Total Net Assets EOY | 285271 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 295323 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 285271 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 285814 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -543 | ExcessOfRevenueOverExpenses |
| Subtotal | 285271 | Subtotal |
| Total Net Assets Fund Balances EOY | 285271 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (25 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 |
|---|---|---|---|---|---|---|---|
| FEDERAL HOME LOAN MTGE | P | 2011-08-17 | 2011-09-15 | 100 | 100 | ||
| 20 CATERPILLAR | P | 2008-11-19 | 2011-03-30 | 2221 | 707 | 1514 | 1514 |
| FEDERAL HOME LOAN MTGE | P | 2011-08-17 | 2011-10-15 | 160 | 160 | ||
| 25 CATERPILLAR | P | 2008-11-19 | 2011-12-14 | 2172 | 884 | 1288 | 1288 |
| FEDERAL HOME LOAN MTGE | P | 2011-08-17 | 2011-11-15 | 192 | 192 | ||
| 145 CISCO SYSTEMS | P | 2008-12-31 | 2011-03-30 | 2525 | 4191 | -1666 | -1666 |
| FEDERAL HOME LOAN MTGE | P | 2011-08-17 | 2011-12-15 | 162 | 162 | ||
| 45 COLGATE PALMOLIVE | P | 2004-04-14 | 2011-01-12 | 3516 | 2453 | 1063 | 1063 |
| 15 CATERPILLAR | P | 2011-09-14 | 2011-12-14 | 1303 | 1259 | 44 | 44 |
| 215 FORD MOTOR | P | 2010-08-11 | 2011-09-14 | 2191 | 2705 | -514 | -514 |
| 90 DISCOVERY COMM NEW | P | 2011-03-30 | 2011-11-23 | 3284 | 3140 | 144 | 144 |
| 40 GENERAL DYNAMICS | P | 2010-04-14 | 2011-09-14 | 2334 | 3065 | -731 | -731 |
| 15 GENERAL DYNAMICS CORP | P | 2011-04-05 | 2011-09-14 | 875 | 1121 | -246 | -246 |
| 15000 GECC INTRNTS | P | 2008-02-07 | 2011-11-08 | 15071 | 15000 | 71 | 71 |
| 15 AUTOZONE | P | 2010-03-10 | 2011-01-12 | 3762 | 2527 | 1235 | 1235 |
| 15000 IBM | P | 2002-11-21 | 2011-12-09 | 15577 | 14699 | 878 | 878 |
| 60 BARRICK GOLD | P | 2010-06-30 | 2011-01-05 | 3027 | 2747 | 280 | 280 |
| 45 SPDR | P | 2008-07-23 | 2011-03-23 | 2781 | 2968 | -187 | -187 |
| 35 CISCO SYSTEMS | P | 2010-12-29 | 2011-03-30 | 610 | 716 | -106 | -106 |
| 120 SABMILLER | P | 2008-01-09 | 2011-09-28 | 3926 | 3376 | 550 | 550 |
| 40 MEDCO HEALTH SOLUTIONS | P | 2010-11-10 | 2011-07-27 | 2561 | 2366 | 195 | 195 |
| 50 TEVA PHARMACEUTICAL | P | 2010-04-28 | 2011-04-06 | 2537 | 2981 | -444 | -444 |
| 15000 AMX | P | 2006-11-07 | 2011-09-12 | 15000 | 15064 | -64 | -64 |
| 50 BECTON DICKINSON | P | 2010-02-03 | 2011-09-14 | 3800 | 3832 | -32 | -32 |
| 7 CME GROUP | P | 2008-12-10 | 2011-05-25 | 2007 | 1557 | 450 | 450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3722 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1102 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 10795 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 313043 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.034484 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8192 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 86099 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.095146 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13007 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 329334 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.039495 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6380 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 365355 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.017462 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23892 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 349733 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.068315 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.254902 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050980 | AverageDistributionRatio |
| Net Noncharitable Assets | 331735 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16912 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 61 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16973 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 8652 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 123 | InvestmentIncomeExciseTax |
| Subtotal | 123 | Subtotal |
| Tax Based On Investment Income | 123 | TaxBasedOnInvestmentIncome |
| Tax Due | 123 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| 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 |
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 |
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 | SECRETARY | 0.00 | 0 | 0 | 0 |
| DONALD P ROANE | ||||||||
| PO BOX 360 | DUTTON | VA | 23050 | DIRECTOR | 0.00 | 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 | 0.00 | 0 | 0 | 0 |
| MRS JOHN L FINNEY | ||||||||
| PO BOX 520 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ROBERT L MARBLE | ||||||||
| PO BOX 1154 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | 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 | 0.00 | 0 | 0 | 0 |
| F BRECKENRIDGE MONTAGUE | ||||||||
| PO BOX 695 | GLOUCESTER | VA | 23061 | DIRECTOR | 0.00 | 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 | 8652 | 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 | 333472 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3315 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 336787 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 336787 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5052 | CashDeemedCharitable |
| Net Noncharitable Assets | 331735 | NetNoncharitableAssets |
| Minimum Investment Return | 16587 | 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 | 8652 | ExpensesAndContributions |
| Qualifying Distributions | 8652 | QualifyingDistributions |
| Adj Qualifying Distributions | 8652 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | 8652 | QualifyingDistributions |
| Remaining Distri From Corpus | 8652 | RemainingDistriFromCorpus |
| Total Corpus | 8652 | 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 | 7718 | CurrentYear |
| Year1 | 8209 | Year1 |
| Year2 | 4305 | Year2 |
| Year3 | 8450 | Year3 |
| Total | 28682 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 6560 | CurrentYear |
| Year1 | 6978 | Year1 |
| Year2 | 3659 | Year2 |
| Year3 | 7183 | Year3 |
| Total | 24380 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 8652 | CurrentYear |
| Year1 | 10795 | Year1 |
| Year2 | 8214 | Year2 |
| Year3 | 13048 | Year3 |
| Total | 40709 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 8652 | CurrentYear |
| Year1 | 10795 | Year1 |
| Year2 | 8214 | Year2 |
| Year3 | 13048 | Year3 |
| Total | 40709 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 11058 | CurrentYear |
| Year1 | 10435 | Year1 |
| Year2 | 2870 | Year2 |
| Year3 | 10978 | Year3 |
| Total | 35341 | 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 | $4,066 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4066 | 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 | $3,051 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,565 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3722 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,616 | ExclusionAmount |
| Related Or Exempt Function Income | 3722 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10338 | 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 | 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 | 249 | 200DB | 7.0000 | 29 |
| 5 FOLDING CHAIRS | 2006-10-31 | 462 | 346 | 200DB | 7.0000 | 41 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (15 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 15000 AMERICAN EXPRESS | ||
| 15000 IBM | ||
| 15000 GENERAL ELECTRIC | ||
| 10000 CLOROX COMPANY | 10317 | 10510 |
| 10000 NOVARTIS CAPITAL CORP | 10014 | 10189 |
| 5000 AT & T INC | 5189 | 5178 |
| 5000 AMERICAN EXPRESS | 4996 | 5055 |
| 5000 BERKSHIRE HATHAWAY | 5225 | 5172 |
| 5000 EOG RESOURCE | 5019 | 5004 |
| 5000 GENERAL ELECTRIC | 5123 | 5209 |
| 5000 GOLDMAN SACHS GROUPS | 4954 | 4698 |
| 5000 HEWLETT PACKARD COMPANY | 4895 | 4892 |
| 5000 JPMORGAN CHASE | 4930 | 4965 |
| 5000 SUNTRUST BANKS | 5000 | 5015 |
| 5000 VERIZON COMMUNICATIONS | 5053 | 5209 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (74 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 100 SH DISNEY WALT COMPANY | 3388 | 3750 |
| 140 AND 35 SH LOWES COMPANIES INC | 4529 | 4442 |
| 25 SH LOWES COMPANIES INC | 608 | 634 |
| 45 SH COLGATE-PALMOLIVE-SOLD | ||
| 75 SH PEPCISO INC | 4249 | 4976 |
| 50 SH PROCTOR & GAMBLE | 3094 | 3335 |
| 120 SH SABMILLER PLC-SOLD | ||
| 80 SH WAL-MART STORES INC | 4524 | 4781 |
| 50 SH CHEVRON CORP | 2860 | 5320 |
| 25 AND 10SH EOG RESOURCES INC | 1415 | 3448 |
| 70 AND 5SH EXXON MOBIL CORP | 3523 | 6357 |
| 45 AND 15 SH SCHLUMBERGER LTD | 2008 | 4099 |
| 23 SH TRANSOCEAN LTD | 2036 | 883 |
| 20 SH TRANSOCEAN LTD | 1675 | 768 |
| 190 SH BANK OF AMERICA CORP | 2517 | 1056 |
| 50 SH BERKSHIRE HATHAWAY INC CLASS B | 2494 | 3815 |
| 15 SH BERKSHIRE HATHAWAY INC CLASS B | 1095 | 1144 |
| 130 SH BROOKFIELD ASSET MGMT INC. | 3134 | 3572 |
| 30 SH BROOKFIELD ASSET MGMT INC | 945 | 824 |
| 7 SH CME GROUP INC CLASS A-SOLD | ||
| 85 SH JP MORGAN CHASE & CO | 3894 | 2826 |
| 15 SH JP MORGAN CHASE & CO | 503 | 499 |
| 15 SH MARKEL CORP | 3030 | 6220 |
| 65 SH PRICE T. ROWE GROUP INC | 2537 | 3702 |
| 45 SH SPDR SERIES TRUST S & P -SOLD | ||
| 60 SH JOHNSON & JOHNSON | 3377 | 3935 |
| 40 SH LABORATORY CORP OF AMERICA | 2867 | 3439 |
| 45 SH CATERPILLAR INC-SOLD | ||
| 100 SH DANAHER CORP | 2591 | 4704 |
| 60 SH UNITED TECHNOLOGIES CORP | 2489 | 4385 |
| 80 SH ACCENTURE LIMTIED | 3083 | 4258 |
| 15 SH APPLE INC | 1115 | 6075 |
| 65 SH AUTOMATIC DATA | 2961 | 3511 |
| 145AND 35 SH CISCO SYSTEMS-SOLD | ||
| 6 SH GOOGLE INC | 2155 | 3875 |
| 145 SH INTEL CORP | 3242 | 3516 |
| 30 SH IBM | 3498 | 5516 |
| 140 SH MICROSOFT CORP | 3151 | 3634 |
| 70 SH ALBEMARLE CORP | 2477 | 3606 |
| 35 SH PRAXAIR INC | 1045 | 3742 |
| 30 AND 15SH MILLICOM INTL CELLULAR | 3634 | 4545 |
| 40SH MCDONALDS | 2431 | 4013 |
| 45SH OCCIDENTAL PETROLEUM | 2465 | 4217 |
| 110 AND 30SH WELLS FARGO | 3595 | 3858 |
| 80SH MERCK & COMPANY | 2787 | 3016 |
| 25 NOVO NORDISK | 1630 | 2882 |
| 60 AND 20SH FISERV INC | 3502 | 4699 |
| 55 AND 50SH QUALCOMM INC | 4470 | 5744 |
| 55 AND 40SH AMERICAN TOWER | 3226 | 5701 |
| 40SH GENERAL DYNAMICS-SOLD | ||
| 65SH ILLINOIS TOOL | 2867 | 3036 |
| 50SH TEVA PHARMACEUTICAL-SOLD | ||
| 40SH MEDCO SOLUTIONS-SOLD | ||
| 50SH BECTON DICKINSON-SOLD | ||
| 60SH INTERNATIONAL FLAVOR | 3027 | 3145 |
| 60SH BARRICK GOLD CORP-SOLD | ||
| 75SH CHECK POINT SOFTWARE | 2678 | 3941 |
| 50SH ANHEUSER BUSCH | 2783 | 3049 |
| 35SH VISA | 2667 | 3554 |
| 3SH NVR INC | 1923 | 2058 |
| 1SH NVR INC | 772 | 686 |
| 15SH AUTOZONE-SOLD | ||
| 130SH CARMAX | 2804 | 3962 |
| 20 SH CARMAX | 574 | 610 |
| 215SH FORD MOTOR CO-SOLD | ||
| 35 SH DOLLAR TREE INC | 1994 | 2909 |
| 70 SH STARWOOD HOTELS | 2988 | 3358 |
| 55SH NESTLE | 3074 | 3174 |
| 95 SH CAPITAL ONE | 4321 | 4018 |
| 250SH SCHWAB CHARLES CORP NEW | 2883 | 2815 |
| 65 SH WELLPOINT INC | 3911 | 4306 |
| 45 SH BOEING | 3159 | 3301 |
| 50SH STANLEY BLACK & DECKER | 3409 | 3380 |
| 30SH UNION PACIFIC | 3017 | 3178 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 24431 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 24706 | USGovtSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | 787 | CostOrOtherBasis |
| Accumulated Depreciation | 665 | AccumulatedDepreciation |
| Book Value | 122 | BookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| LANDSCAPING & LAWNCARE | 1524 | 1524 |
| OFFICE SUPPLIES | 216 | |
| REPAIRS TO THE BUILDING | 1204 | 1204 |
| INSURANCE | 1858 | 1858 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES AND INVESTMENT FEE | Category |
| Amount | $4,139 | Amount |
| Net Investment Income | 4139 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FRANCHISE & REGISTRATION | $25 | |
| FOREIGN TAX W/H | $60 | 60 |
| TAXES | $55 |
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