MICAWBER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MICAWBER FOUNDATION INC (EIN 06-1004777)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-10
- IRS object ID
- 202621009349100842
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T17:17:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541149263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2560 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 226041760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061004777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICAWBER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICA | BusinessNameControlTxt |
| Phone | 8043797508 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13530 STONEGATE RD | AddressLine1Txt |
| City | MIDLOTHIAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEEDHAM B WHITFIELD | PersonNm |
| Person Title | PRESIDENT AND TREASURER | PersonTitleTxt |
| Phone | 8043797508 | PhoneNum |
| Signature | 2026-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OLIVIA A HUTTON CPA | PreparerPersonNm |
| PTIN | P00964688 | PTIN |
| Phone | 5406623417 | PhoneNum |
| Preparation | 2026-04-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $413,575 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,572 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,572 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,606 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,192 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,391 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $219 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,764 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,763 | CashBOYAmt |
| Cash EOY | $14,433 | CashEOYAmt |
| Cash EOYFMV | $14,433 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,777 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $243,258 | CorporateStockBOYAmt |
| Corporate Stock EOY | $192,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $245,365 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $360,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $360,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $413,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $360,584 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $360,373 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $360,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $360,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $360,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $360,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $360,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,167 | OtherIncreasesAmt |
| Subtotal | $360,373 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $360,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAINS DIVIDENDS | $6,428 | $6,428 | $6,428 | |||
| INVESCO EXCHANGE TRADED FD TR S&P 500TOP, XLG, 46137V233 | $2,313 | -$107 | -$107 | 2024-10-18 | 2025-03-10 | $2,420 |
| INVESCO QQQ TR UNIT SER 1, QQQ, 46090E103 | $2,541 | $2 | $2 | 2024-07-21 | 2025-03-03 | $2,539 |
| INVESCO QQQ TR UNIT SER 1, QQQ, 46090E103 | $2,541 | -$112 | -$112 | 2024-12-26 | 2025-03-03 | $2,653 |
| PIMCO DYNAMIC INCOMESTRATEGY COM SHS BEN, PDX, 69346N107 | $2,442 | -$168 | -$168 | 2025-01-30 | 2025-02-25 | $2,610 |
| PIMCO DYNAMIC INCOMESTRATEGY COM SHS BEN, PDX, 69346N107 | $2,442 | -$168 | -$168 | 2025-01-30 | 2025-02-25 | $2,610 |
| PIMCO DYNAMIC INCOMESTRATEGY COM SHS BEN, PDX, 69346N107 | $2,209 | -$139 | -$139 | 2024-09-04 | 2025-04-04 | $2,348 |
| PIMCO DYNAMIC INCOMESTRATEGY COM SHS BEN, PDX, 69346N107 | $4,108 | -$480 | -$480 | 2024-08-01 | 2025-04-07 | $4,588 |
| PIMCO DYNAMIC INCOMESTRATEGY COM SHS BEN, PDX, 69346N107 | $1,973 | -$233 | -$233 | 2024-06-27 | 2025-04-11 | $2,206 |
| PIMCO DYNAMIC INCOMESTRATEGY COM SHS BEN, PDX, 69346N107 | $4,538 | -$732 | -$732 | 2024-07-15 | 2025-04-11 | $5,270 |
| PIMCO DYNAMIC INCOMESTRATEGY COM SHS BEN, PDX, 69346N107 | $398 | -$60 | -$60 | 2024-07-15 | 2025-04-11 | $458 |
| PIMCO DYNAMIC INCOMESTRATEGY COM SHS BEN, PDX, 69346N107 | $2,959 | -$478 | -$478 | 2024-07-15 | 2025-04-11 | $3,437 |
| PIMCO DYNAMIC INCOMESTRATEGY COM SHS BEN, PDX, 69346N107 | $986 | -$160 | -$160 | 2024-07-15 | 2025-04-11 | $1,146 |
| PIMCO DYNAMIC INCOMESTRATEGY COM SHS BEN, PDX, 69346N107 | $2,178 | -$223 | -$223 | 2025-06-05 | 2025-11-07 | $2,401 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY SELE, XLK, 81369Y803 | $2,266 | -$145 | -$145 | 2024-12-26 | 2025-01-27 | $2,411 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY SELE, XLK, 81369Y803 | $1,347 | -$75 | -$75 | 2024-11-08 | 2025-03-03 | $1,422 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY SELE, XLK, 81369Y803 | $1,046 | -$58 | -$58 | 2024-09-13 | 2025-03-10 | $1,104 |
| SPDR S&P500 ETF TRUST TRUST UNIT DEPOSIT, SPY, 78462F103 | $5,609 | -$186 | -$186 | 2024-10-11 | 2025-03-10 | $5,795 |
| SPDR S&P500 ETF TRUST TRUST UNIT DEPOSIT, SPY, 78462F103 | $2,609 | -$115 | -$115 | 2024-06-27 | 2025-04-16 | $2,724 |
| BLACKROCK ENHANCED LARGE CAP CORE FUND, I, CII, 09256A109 | $4,146 | $378 | $378 | 2021-03-03 | 2025-01-29 | $3,768 |
| INVESCO QQQ TR UNIT SER 1, QQQ, 46090E103 | $2,307 | $83 | $83 | 2024-03-08 | 2025-03-31 | $2,224 |
| INVESCO QQQ TR UNIT SER 1, QQQ, 46090E103 | $2,197 | $89 | $89 | 2024-01-23 | 2025-04-16 | $2,108 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY SELE, XLK, 81369Y803 | $2,092 | -$18 | -$18 | 2024-03-04 | 2025-03-10 | $2,110 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY SELE, XLK, 81369Y803 | $1,013 | -$42 | -$42 | 2024-03-04 | 2025-03-31 | $1,055 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY SELE, XLK, 81369Y803 | $1,918 | -$89 | -$89 | 2024-01-23 | 2025-04-16 | $2,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,192 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $940 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $940 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $721 | OverpaymentAmt |
| Applied To ES Tax | $721 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NEEDHAM B WHITFIELD | IndividualWithBooksNm |
| Phone | 8043797508 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13530 STONEGATE RD | AddressLine1Txt |
| City | MIDLOTHIAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NEEDHAM B WHITFIELD | ||||||||
| 13530 STONEGATE ROAD | MIDLOTHIAN | VA | 23113 | PRESIDENT & TREASURER | 2.00 | $0 | $0 | $0 |
| MAHA S WHITFIELD | ||||||||
| 13530 STONEGATE ROAD | MIDLOTHIAN | VA | 23113 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JULIA A AUERBACH | ||||||||
| 19 CANTERBURY LANE | SANDY HOOK | CT | 06482 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| ALEXANDER A WHITFIELD | ||||||||
| 2407 PEYTON DRIVE APT 106 | CHARLOTTESVILLE | VA | 22901 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SOPHIA N WHITFIELD | ||||||||
| 5088 PHILLIP COURT | STONE MOUNTAIN | GA | 30087 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $244,633 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $403,916 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $403,916 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $397,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $219 | TotalTaxAmt |
| Distributable Before Adj | $19,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,328 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,328 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17,502 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEEDHAM B WHITFIELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN HIMALAYAN FOUNDATION | |||||||
| 909 MONTGOMERY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | NC | GENERAL SUPPORT | $2,000 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NC | GENERAL SUPPORT | $1,000 | |
| COLLEGIATE SCHOOL | |||||||
| NORTH MOORELAND ROAD | RICHMOND | VA | 23229 | NC | GENERAL SUPPORT | $750 | |
| GIVE HOPE 2 KIDS | |||||||
| PO BOX 221 | WACONIA | MN | 55387 | NC | GENERAL SUPPORT | $1,500 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET SUITE 500 | HILLSDALE | MI | 49242 | NC | GENERAL SUPPORT | $500 | |
| ISLAMIC CENTER OF VIRGINIA | |||||||
| 1241 BUFORD ROAD | RICHMOND | VA | 23235 | NC | GENERAL SUPPORT | $500 | |
| K DANCE INC | |||||||
| 212 SLEEPY HOLLOW ROAD | RICHMOND | VA | 23229 | NC | GENERAL SUPPORT | $500 | |
| LIFELONG LEARNING INSTITUTE IN CHESTERFIELD | |||||||
| 13801 WESTFIELD ROAD | MIDLOTHIAN | VA | 23113 | NC | GENERAL SUPPORT | $1,000 | |
| OUR LAUGHTER IN THE RAIN | |||||||
| 5502 ASHTON PARK WAY | GLEN ALLEN | VA | 23059 | NC | GENERAL SUPPORT | $1,000 | |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 46 | PRINCETON | NJ | 08544 | NC | GENERAL SUPPORT | $1,000 | |
| RICHMOND MONTESSORI SCHOOL | |||||||
| 499 N PARHAM ROAD | RICHMOND | VA | 23229 | NC | GENERAL SUPPORT | $1,000 | |
| SCIENCE MUSEUM OF VIRGINIA FOUNDATION | |||||||
| 2500 WEST BROAD STREET | RICHMOND | VA | 23230 | NC | GENERAL SUPPORT | $750 | |
| SPARC | |||||||
| 2106-A NORTH HAMILTON STREET | RICHMOND | VA | 23230 | NC | GENERAL SUPPORT | $500 | |
| ST CATHERINE'S SCHOOL FOUNDATION | |||||||
| 6001 GROVE AVENUE | RICHMOND | VA | 232262600 | NC | GENERAL SUPPORT | $750 | |
| UNIVERSITY OF DUBLIN FUND | |||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | NC | GENERAL SUPPORT | $1,000 | SUITE 266 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 061179950 | NC | GENERAL SUPPORT | $500 | |
| VIRGINIA REPERTORY THEATER | |||||||
| 114 WEST BROAD STREET | RICHMOND | VA | 23220 | NC | GENERAL SUPPORT | $500 | |
| VPM MEDIA CORPORATION | |||||||
| 23 SESAME STREET | RICHMOND | VA | 23235 | NC | GENERAL SUPPORT | $2,000 | |
| PALESTINE CHILDREN'S RELIEF FUND | |||||||
| PO BOX 861716 | LOS ANGELES | CA | 90086 | NC | GENERAL SUPPORT | $400 | |
| STUDIO TWO THREE | |||||||
| 109 W 15TH STREET | RICHMOND | VA | 23224 | NC | GENERAL SUPPORT | $350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,572 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,192 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,764 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,391 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY BROKERAGE INVESTMENTS | StockNm |
| EOY Book Value | $192,163 | EOYBookValueAmt |
| EOYFMV | $245,365 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE CORPORATION COMMISSION FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND RETURN OF CAPITAL AND OTHER | Desc |
| Amt | $3,167 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $7 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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