DOUGLAS AND MARIANNE DICKERSON FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS AND MARIANNE DICKERSON FOUNDATION (EIN 20-1577084)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-31
- IRS object ID
- 201113049349100401
- Schema version
- 2010v3.4
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-31T10:21:10-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-10-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHIRLEY C BALDWIN | Name |
| Phone | 7576254700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4868141 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 116246 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 116246 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 61486 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1254793 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 61665 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 14 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 14 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 177746 | TotalRevenueAndExpenses |
| Total Net Investment Income | 177925 | 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 | 250 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 250 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 25 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 25 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 41586 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 41586 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 48611 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 48336 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 275 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 244000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 244000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 292611 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 48336 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 244275 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -114865 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 129589 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 130723 | CashBOY |
| Cash EOY | 190543 | CashEOY |
| Cash EOYFMV | 190543 | CashEOYFMV |
| Accounts Receivable BOY | 11775 | AccountsReceivableBOY |
| Investments Corp Stock BOY | 1125877 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1707741 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1976961 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2513560 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1902594 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1955503 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 857086 | InvestmentsOtherBOY |
| Investments Other EOY | 723278 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 745134 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4639021 | TotalAssetsBOY |
| Total Assets EOY | 4524156 | TotalAssetsEOY |
| Total Assets EOYFMV | 4868141 | 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 | 4639021 | RetainedEarningsBOY |
| Retained Earnings EOY | 4524156 | RetainedEarningsEOY |
| Total Net Assets BOY | 4639021 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4524156 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4639021 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4524156 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4639021 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -114865 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4524156 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4524156 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| ACL ALTERNATIVE - ST CAPITAL GAIN | P | 2010-12-31 | 2010-12-31 | 26049 | 26049 | 26049 | |
| ACL ALTERNATIVE - LT CAPITAL LOSS | P | 2009-12-31 | 2010-12-31 | 26049 | 26049 | 26049 | |
| SUNTRUST - ST CAPITAL GAIN | P | 2010-12-31 | 2010-12-31 | 20526 | 20526 | 20526 | |
| SUNTRUST - LT CAPITAL GAIN | P | 2009-12-31 | 2010-12-31 | 19757 | 19757 | 19757 | |
| SUNTRUST - ST SALES | P | 2010-12-31 | 2010-12-31 | 87163 | 4543 | 4543 | 82620 |
| SUNTRUST - LT SALES | P | 2009-12-31 | 2010-12-31 | 757601 | -32566 | -32566 | 790167 |
| AMA | P | 2006-11-01 | 2010-11-01 | 317648 | -2693 | -2693 | 320341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 61665 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 231190 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4254806 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054336 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 278608 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4859151 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057337 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 193604 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5577301 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.034713 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 136495 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4493716 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.030375 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 115144 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3207680 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.035896 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.212657 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042531 | AverageDistributionRatio |
| Net Noncharitable Assets | 4655959 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 198023 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1296 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 199319 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 244275 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1296 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1296 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1296 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1095 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1095 | TotalCreditsAndPayments |
| Tax Due | 201 | 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 | 1 | 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 | 4417039 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 309823 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4726862 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4726862 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 70903 | CashDeemedCharitable |
| Net Noncharitable Assets | 4655959 | NetNoncharitableAssets |
| Minimum Investment Return | 232798 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 232798 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1296 | TaxBasedOnInvestmentIncome |
| Total Tax | 1296 | TotalTax |
| Distributable Amount Before Adj | 231502 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 231502 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 231502 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 244275 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 244275 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1296 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 242979 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 231502 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 211420 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 244275 | QualifyingDistributions |
| Applied To Year1 | 211420 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32855 | 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 | 198647 | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|
| CHRYSLER MUSEUM | ||||||||
| 245 WEST OLNEY ROAD | NORFOLK | VA | 23510 | NONE | PUBLIC | PROVIDE SUPPORT FOR THE CHRYSLER MUSEUM OF ART | $5,000 | |
| GREENSBORO DAY SCHOOL | ||||||||
| 5401 LAWNDALE DR | GREENSBORO | NC | 27455 | NONE | PRIVATE | PROVIDE ASSISTANCE FOR STUDENTS | $1,500 | |
| MONTREAT COLLEGE | ||||||||
| 310 GAITHER CIRCLE PO BOX 1267 | MONTREAT | NC | 28757 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR HIGHER EDUCATION | $1,000 | |
| NORFOLK ACADEMY | ||||||||
| 1585 WESLEYAN DRIVE | NORFOLK | VA | 23502 | NONE | PRIVATE | PROVIDE ASSISTANCE FOR COLLEGE PREPATORY STUDENTS | $1,000 | |
| OPERATION SMILE | ||||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23501 | NONE | PUBLIC | FOR ASSISTANCE TO REPAIR CHILDHOOD FACIAL DEFORMITIES | $10,000 | |
| OUR SAVIOUR LUTHERAN CHURCH | ||||||||
| 4200 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | NONE | PRIVATE | PROVIDE ASSISTANCE FOR RELIGOUS FUNCTIONS | $14,500 | |
| PRO-KIDS | ||||||||
| 4085 52ND STREET | SAN DIEGO | CA | 92105 | NONE | PUBLIC | FOR ASSISTANCE IN POSITIVELY IMPACTING LIVES OF YOUTH | $2,500 | |
| RANCHO COASTAL HUMANE SOCIETY | ||||||||
| 389 REQUEZA STREET | ENCINITAS | CA | 92024 | NONE | PUBLIC | ASSISTING IN THE CARE OF LOST OR ABANDONED ANIMALS | $1,500 | |
| UNITED WAY | ||||||||
| 2515 WALMER RD | NORFOLK | VA | 23513 | NONE | PUBLIC | FOR ASSISTANCE IN IMPROVING COMMUNITIES | $112,500 | |
| VIRGINIA AQUARIUM FOUNDATION | ||||||||
| 717 GENERAL BOOTH BOULEVARD | VIRGINIA BEACH | VA | 23451 | NONE | PUBLIC | FOR ASSISTANCE IN EDUCATION, EXIHIBITS AND OTHER NEEDS | $1,000 | |
| BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY | ||||||||
| 8515 ARJONS DR A | SAN DIEGO | CA | 92126 | NONE | PUBLIC | FOR ASSISTANCE IN IMPROVING THE LIVES OF CHILDREN | $5,000 | |
| CHILDREN'S HOSPITAL OF THE KINGS DAUGHTERS (CHKD) | ||||||||
| 601 CHILDRENS LANE | NORFOLK | VA | 23507 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR PEDIATRIC CARE | $2,500 | |
| ODU ENDOWED SCHOLARSHIP IN BUSINESS | ||||||||
| OLD DOMINION UNIVERSITY 129 KOCH | NORFOLK | VA | 23529 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR HIGHER EDUCATION | $2,500 | HALL |
| EQUI-KIDS | ||||||||
| 1252 OCEANA BLVD | VIRGINIA BEACH | VA | 23454 | NONE | PUBLIC | PROVIDE ASSISTANCE TO THERAPY FOR INDIVIDUALS WITH DISABILITIES | $10,000 | |
| SAN DIEGO HUMANE SOCIETY | ||||||||
| 5500 GAINES ST | SAN DIEGO | CA | 92110 | NONE | PUBLIC | ASSISTING IN THE CARE OF LOST OR ABANDONED ANIMALS | $1,000 | |
| UNION MISSION NEW HOME FOR HOPE CAPITAL CAMPAIGN | ||||||||
| 5100 VIRGINIA BEACH BOULEVARD POST | NORFOLK | VA | 23514 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR NEEDY INDIVIIDUALS | $35,000 | OFFICE BOX 3203 |
| URBAN MINISTRY | ||||||||
| 305 WEST LEE STREET | GREENSBORO | NC | 27406 | NONE | PRIVATE | PROVIDE ASSISTANCE IN SERVING HOMELESS NEIGHBORS AND HELPING END HOMELESS | $3,500 | |
| ST MARY HOME FOR DISABLED CHILDREN | ||||||||
| 6171 KEMPSVILLE CIRCLE | NORFOLK | VA | 23502 | NONE | PUBLIC | PROVIDE ASSISTANCE FOR DISABLED CHILDREN | $25,000 | |
| CONTEMPORARY ART CENTER OF VIRGINIA | ||||||||
| 2200 PARLS AVENUE | VIRGINIA BEACH | VA | 23451 | NONE | PUBLIC | FOR ASSISTANCE IN EDUCATION, EXIHIBITS AND OTHER NEEDS | $3,500 | |
| 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 OF POVERTY | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 244000 | 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 | $116,246 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $61,486 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $177,746 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 177746 | 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 | 6750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ACL ALTERNATIVE K-1 SECTION 988 LOSS | Name |
| How Acquired | PURCHASED | HowAcquired |
| Basis | 179 | Basis |
| Sales Expense | 0 | SalesExpense |
| Total Net | -179 | TotalNet |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIXED INCOME BONDS | 1060226 | 1086710 |
| INTERNATIONAL BONDS | 407460 | 412872 |
| HIGH YEILD BONDS | 434908 | 455921 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DOMESTIC EQUITIES | 525973 | 594559 |
| INTERNATIONAL EQUITIES | 417923 | 505740 |
| PRECIOUS METALS | 149985 | 230584 |
| GLOBAL EQUITIES | 613860 | 646078 |
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 | 723278 | BookValue |
| EOYFMV | 745134 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 250 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MANAGEMENT FEES | 14107 | 14107 | 0 |
| ACL ALTERNATIVE K-1 OTHER DEDUCTIONS | 15704 | 15704 | 0 |
| OTHER EXPENSES | 11775 | 11775 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN TAX REFUND | Description |
| Revenue And Expenses Per Books | 14 | RevenueAndExpensesPerBooks |
| Net Investment Income | 14 | NetInvestmentIncome |
| Adjusted Net Income | 14 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES AND LICENSES | Category |
| Amount | $25 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 25 | DisbursementsCharitablePrps |
Comments