EDGE HILL HOUSE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EDGE HILL HOUSE FOUNDATION (EIN 52-1205904)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201131369349102123
- Schema version
- 2010v3.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T15:23:56-05:00 | 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 | 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 | 23061 | 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 | 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 | 2011-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHERYL B BIONDOLILLO | Name |
| Phone | 8046930605 | Phone |
| Date Prepared | 2011-05-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 347670 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1566 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2831 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2831 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 2831 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 3322 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3322 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 3322 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 2601 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 91994 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2601 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 2038 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 18 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 18 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 10338 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8754 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 8209 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 5903 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3903 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 112 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 77 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 76 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 4955 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 4815 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12546 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3980 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6815 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3980 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3980 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 16526 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3980 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10795 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6188 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4774 | NetInvestmentIncome |
| Adjusted Net Income | 8209 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10524 | CashBOY |
| Cash EOY | 1002 | CashEOY |
| Cash EOYFMV | 1002 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 34238 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 42012 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 42012 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 30105 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 20177 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 19671 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 162118 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 166846 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 217605 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 54751 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 65094 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 67380 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 787 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 595 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 268 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 192 | LandBuildingAndEquipmentEOY |
| Total Assets BOY | 292004 | TotalAssetsBOY |
| Total Assets EOY | 295323 | TotalAssetsEOY |
| Total Assets EOYFMV | 347670 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 9509 | AccountsPayableEOY |
| Total Liabilities EOY | 9509 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 292004 | RetainedEarningsBOY |
| Retained Earnings EOY | 285814 | RetainedEarningsEOY |
| Total Net Assets BOY | 292004 | TotalNetAssetsBOY |
| Total Net Assets EOY | 285814 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 292004 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 295323 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 292004 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6188 | ExcessOfRevenueOverExpenses |
| Subtotal | 285816 | Subtotal |
| Other Decreases | 2 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 285814 | 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 |
|---|---|---|---|---|---|---|---|
| AMAZON | P | 2009-05-20 | 2010-02-03 | 2343 | 1601 | 742 | 742 |
| NEXTERA ENERGY | P | 2009-06-10 | 2010-10-06 | 2453 | 2480 | -27 | -27 |
| CARNIVAL CORP | P | 2009-06-24 | 2010-04-28 | 3950 | 2460 | 1490 | 1490 |
| NIKE INC | P | 2009-02-18 | 2010-08-25 | 3107 | 1935 | 1172 | 1172 |
| FFCB BOND | P | 2009-09-15 | 2010-01-28 | 15000 | 15000 | ||
| NOKIA CORP | P | 2005-12-07 | 2010-03-03 | 1385 | 1785 | -400 | -400 |
| FHLB BOND | P | 2009-12-03 | 2010-09-30 | 15000 | 15105 | -105 | -105 |
| NOKIA CORP | P | 2008-04-30 | 2010-03-03 | 346 | 753 | -407 | -407 |
| NEXTERA ENERGY | P | 2010-03-03 | 2010-10-06 | 1090 | 947 | 143 | 143 |
| NOVO NORDISK | P | 2009-10-14 | 2010-10-20 | 1505 | 978 | 527 | 527 |
| YAHOO INC | P | 2009-09-17 | 2010-06-16 | 1544 | 1749 | -205 | -205 |
| OMNICOM GROUP | P | 2007-05-16 | 2010-06-16 | 2693 | 3620 | -927 | -927 |
| YAHOO INC | P | 2010-03-03 | 2010-06-16 | 1236 | 1263 | -27 | -27 |
| ORACLE CORP | P | 2007-06-06 | 2010-09-01 | 3805 | 3271 | 534 | 534 |
| ABBOTT LABORATORIES | P | 2009-01-28 | 2010-11-10 | 2977 | 3273 | -296 | -296 |
| POTASH CORP | P | 2008-12-10 | 2010-06-30 | 2211 | 1643 | 568 | 568 |
| ALBEMARLE CORP | P | 2008-06-26 | 2010-12-08 | 1636 | 1290 | 346 | 346 |
| UNITED PARCEL SERVICE | P | 2005-02-16 | 2010-04-14 | 3263 | 3916 | -653 | -653 |
| ALLERGAN INC | P | 2007-04-18 | 2010-02-03 | 2825 | 2942 | -117 | -117 |
| WALGREEN COMPANY | P | 2002-10-14 | 2010-08-11 | 2779 | 3324 | -545 | -545 |
| APPLE INC | P | 2006-09-14 | 2010-03-03 | 1044 | 372 | 672 | 672 |
| BB & T CORP | P | 2005-04-27 | 2010-06-30 | 2671 | 3883 | -1212 | -1212 |
| BERKSHIRE HATHAWAY | P | 2003-06-23 | 2010-02-24 | 3973 | 2494 | 1479 | 1479 |
| DIAGEO PLC NEW | P | 2008-09-10 | 2010-04-21 | 3158 | 3321 | -163 | -163 |
| MORGAN STANLEY | P | 2003-04-30 | 2010-05-17 | 10000 | 9988 | 12 | 12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2601 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 2038 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8192 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 86099 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.095146 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 13007 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 329334 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039495 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6380 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 365355 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.017462 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 23892 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 349733 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068315 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 14282 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 346010 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041276 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.261694 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052339 | AverageDistributionRatio |
| Net Noncharitable Assets | 313043 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16384 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 48 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16432 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10795 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 95 | InvestmentIncomeExciseTax |
| Subtotal | 95 | Subtotal |
| Tax Based On Investment Income | 95 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 40 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 40 | TotalCreditsAndPayments |
| Tax Due | 55 | 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 | 0.00 | 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 | 10795 | 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 | 268593 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 49217 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 317810 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 317810 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4767 | CashDeemedCharitable |
| Net Noncharitable Assets | 313043 | NetNoncharitableAssets |
| Minimum Investment Return | 15652 | 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 | 10795 | ExpensesAndContributions |
| Qualifying Distributions | 10795 | QualifyingDistributions |
| Adj Qualifying Distributions | 10795 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | 10795 | QualifyingDistributions |
| Remaining Distri From Corpus | 10795 | RemainingDistriFromCorpus |
| Total Corpus | 10795 | 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 | 8209 | CurrentYear |
| Year1 | 4305 | Year1 |
| Year2 | 8450 | Year2 |
| Year3 | 12229 | Year3 |
| Total | 33193 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 6978 | CurrentYear |
| Year1 | 3659 | Year1 |
| Year2 | 7183 | Year2 |
| Year3 | 10395 | Year3 |
| Total | 28215 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 10795 | CurrentYear |
| Year1 | 8214 | Year1 |
| Year2 | 13048 | Year2 |
| Year3 | 6380 | Year3 |
| Total | 38437 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 10795 | CurrentYear |
| Year1 | 8214 | Year1 |
| Year2 | 13048 | Year2 |
| Year3 | 6380 | Year3 |
| Total | 38437 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 10435 | CurrentYear |
| Year1 | 2870 | Year1 |
| Year2 | 10978 | Year2 |
| Year3 | 12179 | Year3 |
| Total | 36462 | 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 | $3,980 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3980 | 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 | $2,831 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,322 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2601 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Related Or Exempt Function Income | 18 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,153 | ExclusionAmount |
| Related Or Exempt Function Income | 2619 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8772 | 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 | 219 | 200DB | 7.0000 | 30 |
| 5 FOLDING CHAIRS | 2006-10-31 | 462 | 300 | 200DB | 7.0000 | 46 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (6 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 15000 AMERICAN EXPRESS | 15064 | 15451 |
| 15000 IBM | 14699 | 16103 |
| 10000 MORGAN STANLEY (SOLD) | ||
| 15000 GENERAL ELECTRIC | 15000 | 15365 |
| 10000 CLOROX COMPANY | 10317 | 10304 |
| 10000 NOVARTIS CAPITAL CORP | 10014 | 10157 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (73 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 100 SH DISNEY WALT COMPANY | 3388 | 3751 |
| 140 AND 35 SH LOWES COMPANIES INC | 4529 | 4389 |
| 70 SH OMNICOM GROUP INC (SOLD) | ||
| 45 SH COLGATE-PALMOLIVE | 2453 | 3617 |
| 45 SH DIAGEO PLC NEW (SOLD) | ||
| 75 SH PEPCISO INC | 4249 | 4900 |
| 50 SH PROCTOR & GAMBLE | 3094 | 3217 |
| 120 SH SABMILLER PLC | 3376 | 4279 |
| 80 SH WAL-MART STORES INC | 4524 | 4314 |
| 100 SH WALGREEN COMPANY (SOLD) | ||
| 50 SH CHEVRON CORP | 2860 | 4563 |
| 25 AND 10SH EOG RESOURCES INC | 1415 | 3199 |
| 70 AND 5SH EXXON MOBIL CORP | 3523 | 5484 |
| 45 AND 15 SH SCHLUMBERGER LTD | 2008 | 5010 |
| 23 SH TRANSOCEAN LTD | 2036 | 1599 |
| 100 SH BB & T CORP (SOLD) | ||
| 190 SH BANK OF AMERICA CORP | 2517 | 2535 |
| 50 SH BERKSHIRE HATHAWAY INC CLASS B | 2494 | 4006 |
| 130 SH BROOKFIELD ASSET MGMT INC. | 3134 | 4328 |
| 7 SH CME GROUP INC CLASS A | 1557 | 2252 |
| 85 SH JP MORGAN CHASE & CO | 3894 | 3606 |
| 15 SH MARKEL CORP | 3030 | 5672 |
| 65 SH PRICE T. ROWE GROUP INC | 2537 | 4195 |
| 45 SH SPDR SERIES TRUST S & P BIOTEC | 2968 | 2839 |
| 50 SH ALLERGAN INC (SOLD) | ||
| 60 SH JOHNSON & JOHNSON | 3377 | 3711 |
| 40 SH LABORATORY CORP OF AMERICA | 2867 | 3517 |
| 45 SH CATERPILLAR INC | 1591 | 4215 |
| 10 SH DANAHER CORP | 2591 | 4717 |
| 50 SH UNITED PARCEL SERVICE (SOLD) | ||
| 60 SH UNITED TECHNOLOGIES CORP | 2489 | 4723 |
| 80 SH ACCENTURE LIMTIED | 3083 | 3879 |
| 20 SH APPLE INC-5 SOLD | 1115 | 4838 |
| 65 SH AUTOMATIC DATA | 2961 | 3008 |
| 145AND 35 SH CISCO SYSTEMS | 4907 | 3641 |
| 6 SH GOOGLE INC | 2155 | 3564 |
| 145 SH INTEL CORP | 3242 | 3049 |
| 30 SH IBM | 3498 | 4403 |
| 140 SH MICROSOFT CORP | 3151 | 3907 |
| 125 SH NOKIA CORPORATION (SOLD) | ||
| 170 SH ORACLE CORP (SOLD) | ||
| 100 SH ALBEMARLE CORP-30 SOLD | 2477 | 3905 |
| 25 SH POTASH CORP (SOLD) | ||
| 35 SH PRAXAIR INC | 1045 | 3341 |
| 30 AND 15SH MILLICOM INTL CELLULAR | 3634 | 4302 |
| 20SH AMAZON.COM (SOLD) | ||
| 95 SH CARNIVAL CORP (SOLD) | ||
| 40SH MCDONALDS | 2431 | 3070 |
| 45SH NIKE INC (SOLD) | ||
| 45SH OCCIDENTAL PETROLEUM | 2465 | 4415 |
| 110 AND 30SH WELLS FARGO | 3595 | 4339 |
| 60SH ABBOTT LABS (SOLD) | ||
| 80SH MERCK & COMPANY | 2787 | 2883 |
| 25 (15 SOLD) NOVO NORDISK | 1630 | 2814 |
| 60 AND 20SH FISERV INC | 3502 | 4685 |
| 55 AND 50SH QUALCOMM INC | 4470 | 5196 |
| 100SH YAHOO (SOLD) | ||
| 55 AND 40SH AMERICAN TOWER | 3226 | 4906 |
| 45SH FPL GROUP(SOLD) | ||
| 40SH GENERAL DYNAMICS | 3065 | 2838 |
| 65SH ILLINOIS TOOL | 2867 | 3471 |
| 50SH TEVA PHARMACEUTICAL | 2980 | 2607 |
| 40SH MEDCO SOLUTIONS | 2366 | 2451 |
| 50SH BECTON DICKINSON | 3832 | 4226 |
| 60SH INTERNATIONAL FLAVOR | 3027 | 3335 |
| 60SH BARRICK GOLD CORP | 2747 | 3191 |
| 75SH CHECK POINT SOFTWARE | 2678 | 3470 |
| 50SH ANHEUSER BUSCH | 2783 | 2854 |
| 35SH VISA | 2667 | 2463 |
| 3SH NVR INC | 1923 | 2073 |
| 15SH AUTOZONE | 2527 | 4089 |
| 130SH CARMAX | 2804 | 4144 |
| 215SH FORD MOTOR CO | 2705 | 3610 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 20177 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 19671 | USGovtSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | 787 | CostOrOtherBasis |
| Accumulated Depreciation | 595 | AccumulatedDepreciation |
| Book Value | 192 | BookValue |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $2 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| LANDSCAPING & LAWNCARE | 615 | 615 |
| OFFICE SUPPLIES | 140 | |
| REPAIRS TO THE BUILDING | 2347 | 2347 |
| INSURANCE | 1853 | 1853 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Revenue And Expenses Per Books | 18 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 18 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADVISORY FEES | $3,903 | 3903 | |
| ARCHEOLOGICAL STUDY | $2,000 | 2000 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FRANCHISE & REGISTRATION | $35 | |
| FOREIGN TAX W/H | $77 | 77 |
Comments