4G FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
4G FOUNDATION (EIN 45-4432900)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-03
IRS object ID
202640629349100904
Schema version
2025v4.0
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

FieldValueIRS element (for citing)
Return2026-03-03T11:15:40-06:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541631262PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEITER STEPHENS HURST GARY & SHREAVESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14401 DOMINION BLVDAddressLine1Txt
CityGLEN ALLENCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23060ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454432900EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line14G FOUNDATION (FKA NORDLEY-GOTTWALD FNDNBusinessNameLine1Txt
Business Name Line2C/O JANET JORGENSENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name Control4GFOBusinessNameControlTxt
Phone8047885605PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2189AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE C GOTTWALDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8047885605PhoneNum
Signature2026-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLOTTE ANN RAMAGEPreparerPersonNm
PTINP00368907PTIN
Phone8047470000PhoneNum
Preparation2026-03-02PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,035,082FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$375,082DividendsRevAndExpnssAmt
Dividends Net Invst Incm$375,082DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$423,619NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$641,818GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$423,619CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$798,701TotalRevAndExpnssAmt
Total Net Invst Incm$798,701TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,137AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,138AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,820TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,159TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,161TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,015,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,015,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,027,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,159TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,016,161TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$229,119ExcessRevenueOverExpensesAmt
Net Investment Income$797,542NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$24,549SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,630SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,630SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$18,401,589CorporateStockBOYAmt
Corporate Stock EOY$26,021,452CorporateStockEOYAmt
Corporate Stock EOYFMV$26,021,452CorporateStockEOYFMVAmt
Total Assets BOY$18,426,138TotalAssetsBOYAmt
Total Assets EOY$26,035,082TotalAssetsEOYAmt
Total Assets EOYFMV$26,035,082TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$18,426,138RetainedEarningBOYAmt
Retained Earning EOY$26,035,082RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$18,426,138TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,035,082TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,426,138TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,035,082TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,426,138TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$229,119ExcessRevenueOverExpensesAmt
Other Increases$7,838,063OtherIncreasesAmt
Subtotal$26,035,082SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$26,035,082TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
730 SHS NEWMARKET CORPD2012-09-242025-07-22$530,427$182,667$347,760$347,760
142 SHS NEWMARKET CORPD2012-09-242025-11-05$111,391$35,532$75,859$75,859
FieldValueIRS element (for citing)
Capital Gain Net Income$423,619CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,086InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,086SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,086TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,368EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,368TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$3,282OverpaymentAmt
Applied To ES Tax$3,282AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJANET JORGENSENIndividualWithBooksNm
Phone8047885605PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1330 S 4TH STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRUCE C GOTTWALD SR
PO BOX 2543RICHMONDVA23218PRESIDENT0.00$0$0$0
MARK H GOTTWALD
PO BOX 2543RICHMONDVA23218VICE PRESIDENT/SECRETARY0.00$0$0$0
THOMAS E GOTTWALD
PO BOX 2543RICHMONDVA23218TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,650,639AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$450,681AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,101,320TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,101,320AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$316,520CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,784,800NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,039,240MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,039,240MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,086TaxBasedOnInvestmentIncomeAmt
Total Tax$11,086TotalTaxAmt
Distributable Before Adj$1,028,154DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,028,154DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,028,154DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,016,161ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,016,161QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,028,154DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$8,193ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,500ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$17,693TotalExcessDistributionCyovAmt
Qualifying Distributions$1,016,161QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,016,161AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$11,993ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,993ExcessDistributionCyovAppCYAmt
Total Corpus$5,700TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,700ExcessDistriCyovToNextYrAmt
Excess From Year3$5,700ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CANCER SOCIETY
PO BOX 6704HAGERSTOWNMD21741N/ANCFOR GENERAL CHARITABLE PURPOSES$10,000
BIG BROTHERS BIG SISTERS - EASTERN MO
PO BOX 775069ST LOUISMO631775069N/ANCFOR GENERAL CHARITABLE PURPOSES$10,000
BON SECOURS RICHMOND FOUNDATION
ATTN LEE BOYKIN 5855 BREMO ROADRICHMONDVA23226N/ANCFOR GENERAL CHARITABLE PURPOSES$10,000SUITE 100
CHARITY WATER
230 FRANKLIN ROAD STE 11-IIFRANKLINTN37064N/ANCFOR GENERAL CHARITABLE PURPOSES$10,000
EDIBLE SCHOOLYARD NYC
PO BOX 737NEW YORKNY10163N/ANCFOR GENERAL CHARITABLE PURPOSES$20,000
GRAND TETON NATIONAL PARK
PO BOX 249MOOSEWY83012N/ANCFOR GENERAL CHARITABLE PURPOSES$25,000
JAMES BEARD HOUSE
34 W 15TH STREET 4TH FLOORNEW YORKNY10011N/ANCFOR GENERAL CHARITABLE PURPOSES$27,500
LITTLE LIGHTS URBAN MINISTRIES
760 7TH STREET SEWASHINGTONDC20003N/ANCFOR GENERAL CHARITABLE PURPOSES$10,000
MAYMONT FOUNDATION
1000 WESTOVER ROADRICHMONDVA23220N/ANCFOR GENERAL CHARITABLE PURPOSES$240,000
MISSION GAIT
8191 STAPLES MILL RDRICHMONDVA23228N/ANCFOR GENERAL CHARITABLE PURPOSES$250,000
NANTUCKET CONSERVATION FOUNDATION
PO BOX 13NANTUCKETMA02554N/ANCFOR GENERAL CHARITABLE PURPOSES$27,500
NANTUCKET COTTAGE HOSPITAL
NCH FOUNDATION - 57 PROSPECT STNANTUCKETMA02554N/ANCFOR GENERAL CHARITABLE PURPOSES$27,500
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA02554N/ANCFOR GENERAL CHARITABLE PURPOSES$27,500
NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS (NISHA)
PO BOX 2844NANTUCKETMA02584N/ANCFOR GENERAL CHARITABLE PURPOSES$15,000
NANTUCKET LAND AND WATER COUNCIL
6 ASH LANE PO BOX 502NANTUCKETMA02554N/ANCFOR GENERAL CHARITABLE PURPOSES$27,500
NANTUCKET PRESERVATION TRUST
11 CENTRE STREET PO BOX 158NANTUCKETMA02554N/ANCFOR GENERAL CHARITABLE PURPOSES$27,500
SEAL VETERANS FOUNDATION
1619 D STREET BLDG 5326VIRGINIA BEACHVA23459N/ANCFOR GENERAL CHARITABLE PURPOSES$10,000
SOLDIERSTRONG
1127 HIGH RIDGE RD 124STAMFORDCT06905N/ANCFOR GENERAL CHARITABLE PURPOSES$27,500
SPECIAL OPS WARRIOR FOUNDATION
PO BOX 89367TAMPAFL33689N/ANCFOR GENERAL CHARITABLE PURPOSES$27,500
ST CHRISTOPHER'S SCHOOL FOUNDATION
711 ST CHRISTOPHERS ROADRICHMONDVA23226N/ANCFOR GENERAL CHARITABLE PURPOSES$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105N/ANCFOR GENERAL CHARITABLE PURPOSES$27,500
VMI FOUNDATION
PO BOX 932LEXINGTONVA24450N/ANCFOR GENERAL CHARITABLE PURPOSES$72,500
ANGEL FLIGHT WEST
445 CONVENTION STBATON ROUGELA70802N/ANCFOR GENERAL CHARITABLE PURPOSES$10,000
ANIMAL LIGHTHOUSE RESCUE
PO BOX 30349NEW YORKNY10011N/ANCFOR GENERAL CHARITABLE PURPOSES$5,000
ST CHRISTOPHER SCHOOL FUND
DEVELOPMENT OFFICE 711 ST CHRISTOPHRICHMONDVA23226N/ANCFOR GENERAL CHARITABLE PURPOSES$10,000RS ROAD
ST JAMES'S CHILDREN'S CENTER
1205 W FRANKLIN STREETRICHMONDVA23220N/ANCFOR GENERAL CHARITABLE PURPOSES$25,000
WORLD PEDIATRIC PROJECT
ATTN SUE FARLEY - 7201 GLEN FORESTRICHMONDVA23226N/ANCFOR GENERAL CHARITABLE PURPOSES$25,000DRIVE STE 304
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,015,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$375,082ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$423,619ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$798,701ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$798,701TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,275Amt
Net Investment Income$1,137NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,138DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALBEMARLE CORP - 91,095 SHS$12,884,477$12,884,477
NEWMARKET CORP - 19,115 SHS$13,136,975$13,136,975

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF VA - ANNUAL REGISTRATION FEE$25$12$13
MISCELLANEOUS$20$10$10

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR UNREALIZED GAIN ON INVESTMENTSDesc
Amt$7,838,063Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$10,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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