Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
BIRDSONG CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUFFOLK, VA23439
A Employer identification number

54-1607210
B Telephone number (see instructions)

(757) 539-3456
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,208,108
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 516,655
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 20,787 20,787 20,787
4 Dividends and interest from securities... 277,494 277,494 277,494
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 274,683
b Gross sales price for all assets on line 6a 3,389,197
7 Capital gain net income (from Part IV, line 2)... 95,126
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,089,619 393,407 298,281
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 98,928      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,317      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 27      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 100,272 0   0
25 Contributions, gifts, grants paid....... 2,878,225 2,878,225
26 Total expenses and disbursements. Add lines 24 and 25 2,978,497 0   2,878,225
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,888,878
b Net investment income (if negative, enter -0-) 393,407
c Adjusted net income (if negative, enter -0-)... 298,281
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 196,836 182,293 182,293
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,877,642 Click to see attachment10,989,252 11,025,815
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,074,478 11,171,545 11,208,108
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 13,074,478 11,171,545
30 Total net assets or fund balances (see instructions)..... 13,074,478 11,171,545
31 Total liabilities and net assets/fund balances (see instructions). 13,074,478 11,171,545
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,074,478
2
Enter amount from Part I, line 27a .....................
2
-1,888,878
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,185,600
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14,055
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
11,171,545
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 95,126
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 618,325 12,652,277 0.048871
2013 1,117,450 7,265,518 0.153802
2012 1,417,181 4,028,944 0.351750
2011 732,825 3,495,637 0.209640
2010 554,325 3,454,695 0.160456
2
Total of line 1, column (d) .....................
20.924519
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.184904
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
11,284,256
5
Multiply line 4 by line 3......................
5
2,086,504
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,934
7
Add lines 5 and 6........................
7
2,090,438
8
Enter qualifying distributions from Part XII, line 4.............
8
2,878,225
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,934
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,934
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,934
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 9,400
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,400
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 17
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,449
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,000 RefundedBullet 11 1,449
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletORGANIZATION Telephone no.bullet (757) 539-3456

    Located atbullet612 MADISON AVESUFFOLKVA ZIP+4bullet23434
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GEORGE Y BIRDSONG DIRECTOR/TRE
    1.00
    0 0 0
    612 MADISON AVE
    SUFFOLK,VA23434
    THOMAS H BIRDSONG DIRECTOR
    1.00
    0 0 0
    612 MADISON AVE
    SUFFOLK,VA23434
    STEPHEN L HUBER DIRECTOR/SEC
    1.00
    0 0 0
    612 MADISON AVE
    SUFFOLK,VA23434
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,298,381
    b
    Average of monthly cash balances.......................
    1b
    157,716
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,456,097
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    11,456,097
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    171,841
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,284,256
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    564,213
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    564,213
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,934
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,934
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    560,279
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    560,279
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    560,279
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,878,225
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,878,225
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    3,934
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,874,291
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 560,279
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 383,538
    b From 2011...... 560,152
    c From 2012...... 1,217,722
    d From 2013...... 758,645
    e From 2014...... 5,048
    fTotal of lines 3a through e........ 2,925,105
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 2,878,225
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 560,279
    e Remaining amount distributed out of corpus 2,317,946
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,243,051
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    383,538
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    4,859,513
    10 Analysis of line 9:
    a Excess from 2011.... 560,152
    b Excess from 2012.... 1,217,722
    c Excess from 2013.... 758,645
    d Excess from 2014.... 5,048
    e Excess from 2015.... 2,317,946
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    CHESAPEAKE BAY FOUNDATION
    1800 NATIONSBANK CENTER
    NORFOLK,VA235102197
      EXEMPT ORG EDUCATION 50,000
    SUFFOLK CTR CULTUR ARTS
    KEYSTONE SOCIETY
    PO BOX 147
    SUFFOLK,VA234390147
      EXEMPT ORG CUTURAL ARTS 10,000
    VIRGINIA WESLEYAN COLLEGE
    ANNUAL FUND FOR ACADEMIC EXCELLENCE
    1584 WESLEYAN DRIVE
    NORFOLK,VA23502
      EXEMPT ORG EDUCATION 15,000
    VIRGINIA WESLEYAN COLLEGE
    BIRDSONG COMMUNITY SERVICE ENDOWMENT
    1584 WESLEYAN DRIVE
    NORFOLK,VA23502
      EXEMPT ORG EDUCATION 10,000
    VIRGINIA WESLEYAN COLLEGE
    CAMPUS BEAUTIFICATION & MODERNIZATION
    1584 WESLEYAN DRIVE
    NORFOLK,VA23502
      EXEMPT ORG EDUCATION 15,000
    VIRGINIA WESLEYAN COLLEGE
    BIRDSONG ENDOWMENT FELLOWSHIP
    1584 WESLEYAN DRIVE
    NORFOLK,VA23502
      EXEMPT ORG EDUCATION 10,000
    VIRGINIA WESLEYAN COLLEGE
    SYNTHETIC TURF FIELD
    1584 WESLEYAN DRIVE
    NORFOLK,VA23502
      EXEMPT ORG EDUCATION 200,000
    VIRGINIA WESLEYAN COLLEGE
    SYNTHETIC TURF FIELD
    1584 WESLEYAN DRIVE
    NORFOLK,VA23502
      EXEMPT ORG EDUCATION 500,000
    SUFFOLK CENTER FOR CULTURAL ARTS
    BIRDSONG SPECIAL FUND
    PO BOX 147
    SUFFOLK,VA234390147
      EXEMPT ORG ARTS 100,000
    UNIVERSITY OF VIRGINIA
    DARDEN SCHOOL OF BUSINESS
    PO BOX 7726
    CHARLOTTESVILLE,VA229066550
      EXEMPT ORG EDUCATION 500
    UNIVERSITY OF VIRGINIA
    CHARLOTTE BIRDSONG NURSING ENDOWMENT
    PO BOX 800773
    CHARLOTTESVILLE,VA229080773
      EXEMPT ORG HEALTH 10,000
    SUFFOLK ART LEAGUE
    PO BOX 1086
    SUFFOLK,VA234391086
      EXEMPT ORG ARTS 200
    VIRGINIA STEAM ACADEMY
    PO BOX 324
    SUFFOLK,VA23439
      EXEMPT ORG EDUCATION 20,000
    BOY SCOUTS OF AMERICA
    COLONIAL VA COUNCIL - CAMP
    PO BOX 12144
    NEWPORT NEWS,VA23612
      EXEMPT ORG RECREATION 50,000
    BIRDSONG TRUST FUND
    PO BOX 1876
    SUFFOLK,VA234391876
      EXEMPT ORG PRIVATE FOUNDATION 100,000
    BUSINESS CONSORTIUM FOR ARTS SUPPOR
    ONE COMMERCIAL PLACE
    STE 1410
    NORFOLK,VA235102113
      EXEMPT ORG ARTS 12,000
    CHRYSLER MUSEUM
    245 W OLNEY ROAD
    NORFOLK,VA23510
      EXEMPT ORG ARTS 25,000
    CHESAPEAKE SERVICE SYSTEMS INC
    1100 EXECUTIVE BLVD
    CHESAPEAKE,VA23320
      EXEMPT ORG WORK OPPORTUNITIES FOR THE DISABLED 10,000
    CHILDREN'S LITERACY OF SUFFOLK
    908 VIRGINIA AVE
    SUFFOLK,VA23434
      EXEMPT ORG EDUCATION 10,000
    COLQUITTMILLER ARTS COUNCIL
    PO BOX 567
    COLQUITT,GA39837
      EXEMPT ORG ARTS 50,000
    COLQUITTMILLER ARTS COUNCIL
    CAPITAL PROJECT/RENOVATION
    PO BOX 567
    COLQUITT,GA39837
      EXEMPT ORG ARTS 10,000
    CROSS TIMBERS FINE ARTS COUNCIL
    CAPITAL CAMPAIGN
    PO BOX 1172
    STEPHENVILLE,TX76401
      EXEMPT ORG ARTS 20,000
    EASTERN VIRGINIA MEDICAL SCHOOL
    20 TWENTY CAPITAL CAMPAIGN
    PO BOX 1980
    NORFOLK,VA235011980
      EXEMPT ORG HEALTH 25,000
    FIRST UNITED METHODIST CHURCH
    SPECIAL SANCTUARY PROJECT
    422 W WASHINGTON ST
    STEPHENVILLE,TX76401
      EXEMPT ORG RELIGIOUS 15,000
    KILMARNNOCK UNITED METHODIST
    PO BOX 2095
    KILMARNOCK,VA22482
      EXEMPT ORG RELIGIOUS 15,000
    LANCASTER COMMUNITY LIBRARY
    PO BOX 850
    KILMARNOCK,VA22482
      EXEMPT ORG EDUCATION 25,000
    MAIN STREET METHODIST CHURCH
    202 N MAIN ST
    SUFFOLK,VA23434
      EXEMPT ORG RELIGIOUS 100,000
    MANA NUTRITIVE AID PRODUCTS
    130 LIBRARY LANE
    STE 300
    MATTHEWS,NC28105
      EXEMPT ORG HEALTH 20,000
    THE MENOKIN FOUNDATION
    PO BOX 1221
    WARSAW,VA22572
      EXEMPT ORG EDUCATION 100,000
    NANSEMOND SUFFOLK ACADEMY
    CAPITAL CAMPAIGN
    3373 PRUDEN BLVD
    SUFFOLK,VA23434
      EXEMPT ORG EDUCATION 200,000
    NANSEMOND SUFFOLK ACADEMY
    SPECIAL PROJECT
    3373 PRUDEN BLVD
    SUFFOLK,VA23434
      EXEMPT ORG EDUCATION 200,000
    THE PEANUT FOUNDATION
    1500 KING ST
    STE 301
    ALEXANDRIA,VA22314
      EXEMPT ORG PEANUT RESEARCH 100,000
    THE PEANUT FOUNDATION
    PEANUT GENOMICS INITIATIVE
    1500 KING ST
    STE 301
    ALEXANDRIA,VA22314
      EXEMPT ORG PEANUT RESEARCH 100,000
    NANSEMOND SUFFOLK ACADEMY
    BP SPECIAL FUND
    3373 PRUDEN BLVD
    SUFFOLK,VA23434
      EXEMPT ORG EDUCATION 50,000
    NANSEMOND SUFFOLK ACADEMY
    FINANCIAL AID
    3373 PRUDEN BLVD
    SUFFOLK,VA23434
      EXEMPT ORG EDUCATION 50,000
    OPERATION SMILE
    BUILDING PROJECT
    3641 FACULTY BLVD
    VA BEACH,VA23453
      EXEMPT ORG HEALTH 25,000
    OPERATION SMILE
    PLUMPY NUT STUDY CALCUTTA
    3641 FACULTY BLVD
    VA BEACH,VA23453
      EXEMPT ORG HEALTH 10,000
    PEANUT PROUD
    PO BOX 650
    BLAKELY,GA39823
      EXEMPT ORG EMERGENCY RELIEF 30,000
    PROJECT PEANUT BUTTER
    7435 FLORA AVE
    ST LOUIS,MO63143
      EXEMPT ORG MALNUTRITION ASSISTANCE 50,000
    RANDOLPH MACON COLLEGE
    SCIENCE BUILDING
    PO BOX 5005
    ASHLAND,VA230055005
      EXEMPT ORG EDUCATION 100,000
    SOUTHWEST GEORGIA ACADEMY
    14105 SR 200
    DAMASCUS,GA39841
      EXEMPT ORG EDUCATION 25,000
    SUFFOLK UNITED WAY
    707 GITTINGS ST
    STE 160
    SUFFOLK,VA23434
      EXEMPT ORG SOCIAL & WELFARE SERVICE 19,000
    SUFFOLK YMCA
    2769 GODWIN BLVD
    SUFFOLK,VA23434
      EXEMPT ORG RECREATION 39,000
    SUFFOLK YMCA
    KENYON ROAD CAMP
    2769 GODWIN BLVD
    SUFFOLK,VA23434
      EXEMPT ORG RECREATION 10,000
    SUFFOLK YOUTH ATHLETIC ASSOCIATION
    PO BOX 3081
    SUFFOLK,VA234393081
      EXEMPT ORG RECREATION 10,000
    SUFFOLK FOUNDATION
    OPERATIONS
    106 FINNEY AVE
    SUFFOLK,VA23434
      EXEMPT ORG EDUCATION 10,000
    SUFFOLK PARTNERSHIP FOR A HEALTHY
    COMMUNITY
    1707 N MAIN ST
    SUFFOLK,VA23434
      EXEMPT ORG HEALTH 10,000
    SUFFOLK ELK LODGE
    329 W CONSTANCE RD
    SUFFOLK,VA23434
      EXEMPT ORG COMMUNITY SERVICE 15,000
    TARLETON ST UNIVERSITY
    BIRDSONG HYDROLOGY SCHOLARSHIP FD
    BOX T-0260
    STEPHENVILLE,TX76402
      EXEMPT ORG EDUCATION 20,000
    UNITED WAY OF SOUTHAMPTON RDS
    UNITED FOR CHILDREN
    2515 WALMER AVE
    NORFOLK,VA23513
      EXEMPT ORG SOCIAL & WELFARE ASSISTANCE 20,000
    VA FOUNDATION FOR IND COLLEGES
    UNRESTRICTED
    8010 RIDGE RD
    STE B
    RICHMOND,VA23229
      EXEMPT ORG EDUCATION 12,000
    VA FOUNDATION FOR IND COLLEGES
    SPECIAL GIFT
    8010 RIDGE RD
    STE B
    RICHMOND,VA23229
      EXEMPT ORG EDUCATION 25,000
    BLACKSTONE CONFERENCE & RETREAT CTR
    707 FOURTH ST
    BLACKSTONE,VA23824
      EXEMPT ORG RELIGIOUS 20,000
    WESTERN TIDEWATER FREE CLINIC
    2019 MEADE PKWY
    SUFFOLK,VA23434
      EXEMPT ORG HEALTH 25,000
    ACADEMY OF MUSIC
    PO BOX 11146
    NORFOLK,VA23517
      EXEMPT ORG ARTS 2,500
    AMERICAN RED CROSS
    SUFFOLK CHAPTER
    PO BOX 129
    SUFFOLK,VA234390129
      EXEMPT ORG HEALTH 1,000
    AMERICAN CANCER SOCIETY
    RELAY FOR LIFE
    4416 EXPRESSWAY DRIVE
    VA BEACH,VA23451
      EXEMPT ORG HEALTH 1,000
    AMERICAN DIABETES ASSOCIATION
    TOUR DE CURE - CORPORATE TEAM
    870 GREENBRIER CIRCLE
    STE 404
    CHESAPEAKE,VA23320
      EXEMPT ORG HEALTH 2,500
    ANIMAL WELFARE LEAGUE
    NORTHERN NECK
    75 S MAIN ST
    KILMARNOCK,VA22482
      EXEMPT ORG ANIMAL SPAY/NEUTER/ADOPT/FOSTER 2,500
    BOY SCOUTS OF AMERICA
    COLONIAL VA COUNCIL
    1248 HOLLAND ROAD
    SUFFOLK,VA23434
      EXEMPT ORG RECREATION 1,500
    LD BRITT MD SCHOLARSHIP FUND
    EVMS FOUNDATION
    825 FAIRFAX AVE
    STE 610
    NORFOLK,VA23507
      EXEMPT ORG EDUCATION 1,000
    BROWNFIELD UNITED FUND
    PO BOX 788
    BROWNFIELD,TX79316
      EXEMPT ORG PHILANTHROPY/VOLUNTARISM 5,000
    PAUL D CAMP COMMUNITY COLLEGE
    OPERATIONS
    271 KENYON RD
    SUFFOLK,VA23434
      EXEMPT ORG EDUCATION 5,000
    THE CHILDREN'S CENTER
    300 EXECUTIVE COURT
    SUFFOLK,VA23434
      EXEMPT ORG CHILD HEALTH/DEVELOPMENT/CARE 1,000
    CHRYSLER MUSEUM
    BUSINESS EXHIBITIOIN COUNCIL
    245 W OLNEY RD
    NORFOLK,VA23510
      EXEMPT ORG ARTS 5,000
    CHESAPEAKE BAY ACADEMY
    EDUCATIONAL FOUNDATION
    821 BAKER RD
    VIRGINIA BEACH,VA23462
      EXEMPT ORG EDUCATION 2,500
    CHKD
    601 CHILDRENS LANE
    NORFOLK,VA23507
      EXEMPT ORG HEALTH 5,000
    CHKD
    ANNUAL CAMPAIGN
    601 CHILDRENS LANE
    NORFOLK,VA23507
      EXEMPT ORG HEALTH 1,000
    CIVIC LEADERSHIP INSTITUTE
    4211 MONARCH WAY
    STE 116
    NORFOLK,VA23508
      EXEMPT ORG EDUCATION 2,500
    COVER 3 FOUNDATION
    125 SOUTH COLLEGE DR
    FRANKLIN,VA23851
      EXEMPT ORG NUTRITIONAL ASSISTANCE 1,000
    EASTERN VIRGINIA MEDICAL SCHOOL
    ANNUAL FUND
    PO BOX 1980
    NORFOLK,VA235011980
      EXEMPT ORG HEALTH 2,500
    EDMARC HOSPICE FOR CHILDREN
    PO BOX 2105
    CHESAPEAKE,VA233272105
      EXEMPT ORG HEALTH 1,000
    ELIZABETH RIVER PROJECT
    PARADISE CREEK NATURE PARK
    475 WATER ST
    STE 103A
    PORTSMOUTH,VA23704
      EXEMPT ORG LAND PRESERVATION 5,000
    NATIONAL FFA FOUNDATION
    COLLEGIATE SCHOLARSHIP
    PO BOX 68960
    INDIANAPOLIS,IN46268
      EXEMPT ORG EDUCATION 1,125
    FIRST UNITED METHODIST CHURCH
    OPERATING
    422 W WASHINGTON ST
    STEPHENVILLE,TX76401
      EXEMPT ORG RELIGIOUS 2,500
    FIRST UNITED METHODIST CHURCH
    SPECIAL FUND
    422 W WASHINGTON ST
    STEPHENVILLE,TX76401
      EXEMPT ORG RELIGIOUS 2,500
    FOUNDATION FOR AGRICULTURE
    IN THE CLASSROOM
    PO BOX 27552
    RICHMOND,VA23261
      EXEMPT ORG EDUCATION 1,000
    FOOD BANK OF SOUTHEASTERN VIRGINIA
    PO BOX 1940
    NORFOLK,VA23501
      EXEMPT ORG NUTRITIONAL ASSISTANCE 5,000
    FOUNDATION FOR HISTORIC CHRIST CHUR
    PO BOX 24
    IRVINGTON,VA22480
      EXEMPT ORG RELIGIOUS 1,000
    FRANKLIN UNITED WAY
    PO BOX 366
    FRANKLIN,VA23851
      EXEMPT ORG SOCIAL & WELFARE ASSISTANCE 2,500
    FRANKLIN YMCA
    OPERATING
    300 CRESCENT DR
    FRANKLIN,VA23851
      EXEMPT ORG RECREATION 2,000
    GIRL SCOUTS OF COLONIAL COAST
    206 SUMMERFIELD CT
    SUFFOLK,VA23434
      EXEMPT ORG RECREATION 1,500
    GORMAN SCHOOL PTO
    PO BOX 8
    GORMAN,TX76454
      EXEMPT ORG EDUCATION 250
    GORMAN VOLUNTEER FIRE DEPT
    PO BOX 476
    GORMAN,TX76454
      EXEMPT ORG PUBLIC SAFETY 2,500
    GOVERNORS SCHOOL FOR THE ARTS
    254 GRANBY ST
    NORFOLK,VA23510
      EXEMPT ORG ARTS 1,000
    GORMAN YOUTH SPORTS COUNCIL
    PO BOX 722
    GORMAN,TX76454
      EXEMPT ORG RECREATION 500
    GREATER CHUCKATUCK HISTORICAL FOUND
    PO BOX 2384
    SUFFOLK,VA23432
      EXEMPT ORG HISTORICAL PRESERVATION 500
    HARRIS METHODIST HOSPITAL
    PO BOX 1399
    STEPHENVILLE,TX76401
      EXEMPT ORG HEALTH 1,000
    HAMPTON ROADS ECON DEVLP ALLIANCE
    OUR REGION OUR TIME
    500 MAIN STREET
    STE 1300
    NORFOLK,VA23510
      EXEMPT ORG BUSINESS EXPANSION & RELOCATION 4,000
    HIGH STREET UNITED METH CHURCH
    301 W FIRST AVE
    FRANKLIN,VA23851
      EXEMPT ORG RELIGIOUS 2,500
    HOPE INC
    PO BOX 1243
    STEPHENVILLE,TX76401
      EXEMPT ORG SOCIAL & WELFARE SERVICES 500
    HOFFLER CREEK WILDLIFE FOUNDATION
    4510 TWIN PINES RD
    PORTSMOUTH,VA23703
      EXEMPT ORG ENVIRONMENTAL PRESERVATION 1,000
    JUVENILE DIABETES RESEARCH FOUND
    5712 CLEVELAND ST
    VA BEACH,VA23462
    . EXEMPT ORG HEALTH 2,500
    KING'S KIDS OF AMERICA INC
    PO BOX 3163
    SUFFOLK,VA234393163
      EXEMPT ORG CHILD CARE RESOURCES 500
    HAMPTON ROADS GIFT PLANNING COUNCIL
    477 VIKING DR
    STE 430
    VIRGINIA BEACH,VA234527349
      EXEMPT ORG GIFT PLANNING ASSISTANCE 500
    MARCH OF DIMES
    200 COMMERCE ST
    SMITHFIELD,VA23430
      EXEMPT ORG HEALTH 1,000
    UNITED METHODIST
    COMMITTEE ON RELIEF
    202 N MAIN ST
    SUFFOLK,VA23434
      EXEMPT ORG RELIGIOUS 5,000
    MEMPHIS FIRE DEPARTMENT
    721 ROBERTSON
    MEMPHIS,TX79245
      EXEMPT ORG PUBLIC SAFETY 500
    NANSEMOND SUFFOLK RESCUE SQUAD
    SUFFOLK
    PO BOX 1515
    SUFFOLK,VA23439
      EXEMPT ORG PUBLIC SAFETY 5,000
    NANSEMOND SUFFOLK RESCUE SQUAD
    CHUCKATUCK
    PO BOX 1515
    SUFFOLK,VA234391515
      EXEMPT ORG PUBLIC SAFETY 1,000
    NATIONAL INSTITUTE FOR LEARNING DEV
    101 SEEKEL ST
    NORFOLK,VA235054415
      EXEMPT ORG EDUCATION 5,000
    NANSEMOND RIVER PRESERVATION
    ALLIANCE
    PO BOX 6151
    SUFFOLK,VA23433
      EXEMPT ORG ENVIRONMENTAL PRESERVATION 2,500
    NATURE CONSERVANCY
    4245 FAIRFAX DR
    ARLINGTON,VA22203
      EXEMPT ORG ENVIRONMENTAL PRESERVATION 5,000
    NSA POP WARNER FOOTBALL INC
    PO BOX 1400
    SUFFOLK,VA23439
      EXEMPT ORG RECREATION 5,000
    OXFORD UNITED METHODIST CHURCH
    601 W WASHINGTON ST
    SUFFOLK,VA23434
      EXEMPT ORG RELIGIOUS 2,000
    PEARSALL FIRE DEPARTMENT
    217 S OAK
    PEARSALL,TX78061
      EXEMPT ORG PUBLIC SAFETY 500
    PHYSICIANS FOR PEACE
    229 W BUTE ST
    STE 200
    NORFOLK,VA23510
      EXEMPT ORG HEALTH 2,500
    PRESBYTERIAN HOMES & FAMILY SERVICE
    150 LINDEN AVE
    LYNCHBURG,VA24503
      EXEMPT ORG ELDERLY HOUSING & SERVICES 1,000
    RIDDICK'S FOLLY INC
    PO BOX 1722
    SUFFOLK,VA234391722
      EXEMPT ORG HISTORICAL PRESERVATION 1,000
    SUFFOLK ROTARY CHARITABLE FOUND
    FIRST CITIZEN
    329 W CONSTANCE RD
    SUFFOLK,VA23434
      EXEMPT ORG SOCIAL & WELFARE ASSISTANCE 3,000
    SAMUEL L SLOVER LIBRARY
    BATTEN CHALLENGE
    500 E MAIN ST
    STE 1500
    NORFOLK,VA23510
      EXEMPT ORG EDUCATION 5,000
    SMITHFIELD VOLUNTEER FIRE DEPT
    310 INSTITUTE ST
    SMITHFIELD,VA23430
      EXEMPT ORG PUBLIC SAFETY 500
    SOUTHEASTERN 4H EDUCATIONAL CENTER
    15189 AIRFIELD RD
    WAKEFIELD,VA23888
      EXEMPT ORG EDUCATION 1,000
    SOUTHAMPTON ACADEMY
    26495 OLD PLANK RD
    COURTLAND,VA23837
      EXEMPT ORG EDUCATION 2,000
    STAR COUNCIL ON SUBSTANCE ABUSE
    PO BOX 976
    STEPHENVILLE,TX76401
      EXEMPT ORG SUBSTANCE ABUSE PREVENTION 3,500
    SUFFOLK SALVATION ARMY
    OPERATIONS
    400 BANK ST
    SUFFOLK,VA23434
      EXEMPT ORG SOCIAL & WELFARE ASSISTANCE 2,500
    SUFFOLK ART LEAGUE
    PROJECTION EQUIPMENT
    PO BOX 1086
    SUFFOLK,VA234391086
      EXEMPT ORG ARTS 1,000
    SUFFOLK CRIME LINE
    PO BOX 75
    SUFFOLK,VA234390075
      EXEMPT ORG PUBLIC SAFETY 1,000
    SUFFOLK YMCA
    WE BUILD PEOPLE
    2769 GODWIN BLVD
    SUFFOLK,VA23434
      EXEMPT ORG RECREATION 1,000
    SUFFOLK MEALS ON WHEELS
    2800 GODWIN BLVD
    SUFFOLK,VA23434
      EXEMPT ORG NUTRITION ASSISTANCE 1,000
    SUFFOLK LITERACY COUNCIL
    157 N MAIN ST
    2ND FLOOR
    SUFFOLK,VA23434
      EXEMPT ORG EDUCATION 1,000
    SUFFOLK NANSEMOND HISTORICAL SOC
    CAPITAL
    137 BANK ST
    SUFFOLK,VA23434
      EXEMPT ORG HISTORICAL PRESERVATION 2,500
    SUFFOLK EDUCATION FOUNDATION
    PO BOX 394
    SUFFOLK,VA234390394
      EXEMPT ORG EDUCATION 1,000
    SUFFOLK SISTER CITIES INTL
    PO BOX 796
    SUFFOLK,VA234390796
      EXEMPT ORG INTEGRATING WORLD CULTURES 1,000
    UNITED METHODIST FOUNDATION
    BIRDSONG EVANGELISM FUND
    PO BOX 1719
    GLEN ALLEN,VA230601719
      EXEMPT ORG RELIGIOUS 2,000
    UNITED NEGRO COLLEGE FUND
    PO BOX 2442
    NORFOLK,VA235012442
      EXEMPT ORG EDUCATION 500
    UNION PRESBYTERIAN SEMINARY
    3401 BROOK RD
    RICHMOND,VA23227
      EXEMPT ORG RELIGIOUS 1,000
    VIRGINIA OPERA ASSOCIATION
    PO BOX 687
    NORFOLK,VA235019797
      EXEMPT ORG ARTS 2,500
    VIRGINIA COUNCIL ON ECONOMIC
    EDUCATION
    1015 FLOYD AVE
    RICHMOND,VA232844000
      EXEMPT ORG EDUCATION 200
    VIRGINIA SYMPHONY
    150 BOUSH ST
    STE 201
    NORFOLK,VA23510
      EXEMPT ORG ARTS 5,000
    VIRGINIA FOUNDATION FOR IND COLLEGE
    8010 RIDGE RD
    STE B
    RICHMOND,VA23229
      EXEMPT ORG EDUCATION 1,500
    VIRGINIA FFA FOUNDATION INC
    PO BOX 472
    BRIDGEWATER,VA22812
      EXEMPT ORG EDUCATION 250
    THE VIRGINIA COLLEGE FUND
    4900 AUGUSTA AVE
    STE 101
    RICHMOND,VA23230
      EXEMPT ORG EDUCATION 500
    VIRGINIA ATHLETICS FOUNDATION
    PO BOX 400833
    CHARLOTTESVILLE,VA22904
      EXEMPT ORG RECREATION 1,000
    VOLUNTEER HAMPTON ROADS
    VOLUNTEER ACHIEVEMENT AWARDS
    400 W OLNEY RD
    STE B
    NORFOLK,VA23507
      EXEMPT ORG SOCIAL & WELFARE ASSISTANCE 5,000
    VPI - TIDEWATER RESEARCH STATION
    6321 HOLLAND RD
    SUFFOLK,VA23437
      EXEMPT ORG EDUCATION 1,000
    WESLEY THEOLOGICAL SEMINARY
    4500 MASSACHUSETTS AVE NW
    WASHINGTON,DC200165690
      EXEMPT ORG RELIGIOUS 2,000
    WHRO PUBLIC BROADCASTING
    PIONEER AWARDS
    5200 HAMPTON BLVD
    NORFOLK,VA235081598
      EXEMPT ORG PUBLIC RADIO 1,000
    YOUNG LIFE OF WESTERN TIDEWATER
    PO BOX 346
    SUFFOLK,VA234390436
      EXEMPT ORG RELIGIOUS & SOCIAL MENTORING 200
    YOUNG AUDIENCES - BATTEN MATCH
    420 NORTH CTR DR
    239
    NORFOLK,VA23503
      EXEMPT ORG ARTS 2,000
    EARLY CHILDHOOD DEV COMMISSION
    PO BOX 1818
    SUFFOLK,VA23439
      EXEMPT ORG EDUCATION 1,000
    Total .................................bullet 3a 2,878,225
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 20,787  
    4 Dividends and interest from securities....     14 277,494  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        14 95,126 179,557
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   393,407 179,557
    13Total. Add line 12, columns (b), (d), and (e)..................
    13572,964
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    BIRDSONG CHARITABLE FOUNDATION
     
    Employer identification number

    54-1607210
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    BIRDSONG CHARITABLE FOUNDATION
     
    Employer identification number
    54-1607210
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    BIRDSONG CORPORATION  
    PO BOX 1400
     
    SUFFOLK, VA23434

    $ 516,655


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    BIRDSONG CHARITABLE FOUNDATION
     
    Employer identification number

    54-1607210
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    BIRDSONG CHARITABLE FOUNDATION
     
    Employer identification number

    54-1607210
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    BIRDSONG CHARITABLE FOUNDATION
    EIN:
    54-1607210
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    VARIOUS PUBLICLY TRADED SECURITIES 2010-12 PURCHASE 2015-03   3,294,071 3,114,514     179,557  

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    BIRDSONG CHARITABLE FOUNDATION
    EIN:
    54-1607210
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVEST - SCHWAB SECURITIES 1,947,505 2,024,071
    INVESTORS SECURITY MANAGED ACCT MUTU 9,041,747 9,001,744

    TY 2015 OtherDecreasesSchedule
    Name:
    BIRDSONG CHARITABLE FOUNDATION
    EIN:
    54-1607210
    Description Amount
    FEDERAL EXCISE TAX 14,055


    TY 2015 OtherExpensesSchedule
    Name:
    BIRDSONG CHARITABLE FOUNDATION
    EIN:
    54-1607210
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK CHARGES 27      


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    BIRDSONG CHARITABLE FOUNDATION
    EIN:
    54-1607210
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICE 1,200      
    MANAGEMENT FEES 97,728      


    TY 2015 TaxesSchedule
    Name:
    BIRDSONG CHARITABLE FOUNDATION
    EIN:
    54-1607210
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & FEES 25      
    FOREIGN TAXES PD 1,292