-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
02-01-2019
, and ending
01-31-2020
Name of foundation
THE TITMUS FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
POST OFFICE BOX 10
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUTHERLAND
,
VA
23885
A Employer identification number
54-6051332
B
Telephone number (see instructions)
(804) 265-5834
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
25,900,832
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
80,611
80,611
4
Dividends and interest from securities
...
770,619
770,619
5a
Gross rents
............
4,600
4,600
b
Net rental income or (loss)
4,600
6a
Net gain or (loss) from sale of assets not on line 10
53,537
b
Gross sales price for all assets on line 6a
512,439
7
Capital gain net income (from Part IV, line 2)
...
53,537
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)
.......
2,427
2,427
0
12
Total.
Add lines 1 through 11
........
911,794
911,794
0
13
Compensation of officers, directors, trustees, etc.
175,150
73,400
0
101,750
14
Other employee salaries and wages
......
57,865
28,933
0
28,932
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
6,950
2,780
0
4,170
c
Other professional fees (attach schedule)
....
1,770
707
0
1,063
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
31,648
13,064
0
12,317
19
Depreciation (attach schedule) and depletion
...
2,264
2,264
0
20
Occupancy
..............
23,829
9,532
0
14,297
21
Travel, conferences, and meetings
.......
273
0
0
273
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
53,846
24,175
0
26,593
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
353,595
154,855
0
189,395
25
Contributions, gifts, grants paid
.......
1,083,528
1,083,528
26
Total expenses and disbursements.
Add lines 24 and 25
1,437,123
154,855
0
1,272,923
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-525,329
b
Net investment income
(if negative, enter -0-)
756,939
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
241,722
71,108
71,108
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
1,253,167
Less: allowance for doubtful accounts
0
1,334,303
1,253,167
1,253,167
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)
.......
6,713,055
6,457,400
22,759,422
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
596,549
Less: accumulated depreciation (attach schedule)
596,549
596,549
1,582,700
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
135,232
Less: accumulated depreciation (attach schedule)
71,636
61,157
63,596
63,596
15
Other assets (describe
)
-15,721
-36,099
170,839
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
8,931,065
8,405,721
25,900,832
17
Accounts payable and accrued expenses
..........
710
695
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
)
23
Total liabilities
(add lines 17 through 22)
.........
710
695
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
8,930,355
8,405,026
29
Total net assets or fund balances
(see instructions)
.....
8,930,355
8,405,026
30
Total liabilities and net assets/fund balances
(see instructions)
.
8,931,065
8,405,721
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
8,930,355
2
Enter amount from Part I, line 27a
.....................
2
-525,329
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
8,405,026
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
8,405,026
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1 a
CAPITAL GAINS DIVIDENDS
P
2019-12-31
2020-01-31
b
2000 SH PPL
P
2018-06-20
2019-03-07
c
1000 SH QCOM
P
2019-03-07
2019-04-24
d
0.98 SH WAB
P
2019-02-26
2019-03-01
e
0.109 SH CTVA
P
2011-09-27
2019-06-12
1866 SH RRD
P
2014-06-03
2019-03-07
0.109 SH DOW
P
2011-09-27
2019-04-11
2000 SH NTR
P
2013-07-01
2019-09-09
1250 SH OPI
P
2017-06-29
2019-03-07
TIMBER SALE
P
2019-05-03
(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
12,502
12,502
b
63,694
54,976
8,718
c
85,818
54,376
31,442
d
72
77
-5
e
3
1
2
8,863
67,176
-58,313
6
3
3
101,712
189,555
-87,843
33,269
84,478
-51,209
206,500
8,260
198,240
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
12,502
b
8,718
c
31,442
d
-5
e
2
-58,313
3
-87,843
-51,209
198,240
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
53,537
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
...................
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?
Yes
No
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))
2018
1,251,585
24,929,826
0.050204
2017
1,241,844
25,680,603
0.048357
2016
1,235,690
24,882,348
0.049661
2015
1,266,388
24,959,696
0.050737
2014
1,218,335
26,346,017
0.046244
2
Total
of line 1, column (d)
.....................
2
0.245203
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.049041
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
25,381,661
5
Multiply line 4 by line 3
......................
5
1,244,742
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
7,569
7
Add lines 5 and 6
........................
7
1,252,311
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,272,923
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
7,569
here
and 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
0
3
Add lines 1 and 2
...........................
3
7,569
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
7,569
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
7,280
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
7,280
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
289
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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)
VA
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 2019 or the taxable year beginning in 2019? See the 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
EDWARD B TITMUS
Telephone no.
(804) 265-5834
Located at
POST OFFICE BOX 10
SUTHERLAND
VA
ZIP+4
23885
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
1c
No
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
EDWARD B TITMUS
PRESIDENT
30.00
80,525
0
0
PO BOX 10
SUTHERLAND
,
VA
23885
WILLIAM D ALLEN III
VICE PRESIDENT/COUNSEL
1.00
525
0
0
PO BOX 10
SUTHERLAND
,
VA
23885
JAMES A BABER IV
VICE PRESIDENT
1.00
0
0
0
PO BOX 10
SUTHERLAND
,
VA
23885
EDWARD H TITMUS III
EXECUTIVE VICE-PRESIDENT
30.00
46,525
0
0
PO BOX 10
SUTHERLAND
,
VA
23885
KIMBERLY T PRZYBYL
SECRETARY
30.00
46,525
0
0
PO BOX 10
SUTHERLAND
,
VA
23885
WILLIAM A YOUNG JR
TREASURER
1.00
525
0
0
PO BOX 10
SUTHERLAND
,
VA
23885
ANDREW J WHITE
VICE PRESIDENT
1.00
525
0
0
PO BOX 10
SUTHERLAND
,
VA
23885
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
.............
0
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
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
22,567,679
b
Average of monthly cash balances
.......................
1b
273,093
c
Fair market value of all other assets (see instructions)
................
1c
2,927,412
d
Total
(add lines 1a, b, and c)
.........................
1d
25,768,184
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
25,768,184
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
386,523
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
25,381,661
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,269,083
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,269,083
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
7,569
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
7,569
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,261,514
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,261,514
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,261,514
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
1,272,923
b
Program-related investments—total from Part IX-B
..................
1b
0
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
1,272,923
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
7,569
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,265,354
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,261,514
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,232,920
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,272,923
a
Applied to 2018, but not more than line 2a
1,232,920
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
40,003
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
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
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
1,221,511
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)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
EDWARD B TITMUS THE TITMUS FOUNDATI
PO BOX 10
SUTHERLAND
,
VA
23885
(804) 265-5834
b
The form in which applications should be submitted and information and materials they should include:
A FORMAL APPLICATION IS NOT REQUIRED
c
Any submission deadlines:
THERE ARE NO SUBMISSION DEADLINES
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THERE ARE NO RESTRICTIONS OR LIMITATIONS
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ACCESS NOW INC
2821 EMERYWOOD PARKWAY STE 200
RICHMOND
,
VA
23294
NONE
PROGRAM SUPPORT
5,000
ADULT CARE CENTER OF ROANOKE VALLEY
2321 ROANOKE BOULEVARD
SALEM
,
VA
24153
NONE
1 FULL DAY OF FUNDING FOR 52 WEEKS
3,744
ALICE LLOYD COLLEGE
100 PURPOSE RD
PIPPAPASSES
,
KY
41844
NONE
GENERAL SCHOLARSHIPS
5,000
AMELIA COUNTY HIGH SCHOOL
8500 OTTERBURN RD
AMELIA COURT HOUSE
,
VA
23002
NONE
AFTER PROM PROGRAM
300
AMELIA COUNTY HIGH SCHOOL
8500 OTTERBURN RD
AMELIA COURT HOUSE
,
VA
23002
NONE
AFTER PROM PROGRAM
1,000
ALZHEIMERS ASSOC-GREATER RICHMOND
4600 COX RD STE 130
GLENALLEN
,
VA
23060
NONE
GENERAL SUPPORT
5,000
AMERICAN FRONTIER CULTURE FOUNDATION
POBOX 629
STAUNTON
,
VA
244020629
NONE
TRAILBLAZERS FIELD TRIP IN DINWIDDIE COUNTY
5,000
AMERICAN KIDNEY FUND
11921 ROCKVILLE PIKE STE 300
ROCKVILLE
,
MD
20852
NONE
CHARITABLE SUPPORT
5,000
BAPTIST GENERAL ASSOCIATION OF VA
2828 EMERYWOOD PARKWAY
RICHMOND
,
VA
23294
NONE
1:2 MATCHINGDON.FOR CHESTERFIELD & JONES CO. NC RESPONSES
5,000
BETHANY CHRISTIAN CHURCH
3115 FLEMING AVE
ROANOKE
,
VA
24012
NONE
NEEDY CHILDRENSPROGRAM
1,000
BEULAH UNITED METHODIST CHURCH
6930 HOPKINS RD
RICHMOND
,
VA
23234
NONE
MATCHING GIFT TO PURCHASE BUS
1,000
BLAND MINISTRY CENTER
65 SEDDONST
BLAND
,
VA
24315
NONE
DENTAL CLINIC
5,000
BLUE RIDGE INSTITUTE AND MUSEUM
POBOX 1000
FERRUM
,
VA
240889989
NONE
1ST PMT.ON $100,000 PLEDGE FOR THE ENDOWMENT
25,000
BLUE RIDGE INSTITUTE AND MUSEUM
POBOX 1000
FERRUM
,
VA
240889989
NONE
2ND PMT.ON$100,000 PLEDGE FOR THE ENDOWMENT INSTALLMENT DUE BY 01/31/21
25,000
BOTT MEMORIAL PRESBYTERIAN CHURCH
17113 MCKENNEY AVE
DEWITT
,
VA
23840
NONE
LIGHT THE COMMUNITY
5,000
BOY SCOUTS OF AMERICA
POBOX 6809
RICHMOND
,
VA
23230
NONE
3RD PMT.ON $125,000. PLEDGE
25,000
BOY SCOUTS OF AMERICA
POBOX 6809
RICHMOND
,
VA
23230
NONE
4TH PMT.ON$125,000. PLEDGE INSTALLMENT DUE BY 01/31/21
25,000
BOYS HOMEINC
414 BOYS HOME RD
COVINGTON
,
VA
24426
NONE
GYMNASIUM PROJECT
15,000
BRADLEY FREE CLINIC
1240 THIRD ST SW
ROANOKE
,
VA
24016
NONE
2ND PMT.ON$100,000. PLEDGE
20,000
BRANCHES RUNN BAPTIST CHURCH
3830 WOODLEY DR
AMELIA
,
VA
23002
NONE
GENERATOR FUND
5,000
CAMPBELL UNIVERSITY
POBOX 116
BUIES CREEK
,
NC
27506
NONE
1ST PMT.ON $100,000 PLEDGE FOR THE CAMPBELL ALUMNI HOUSE
50,000
CAMPBELL UNIVERSITY
POBOX 116
BUIES CREEK
,
NC
27506
NONE
FINAL PMT.ON $100,000. PLEDGE FOR THE CAMPBELL ALUMNI HOUSE INSTALLMENT DUE BY 01/31/20
50,000
CARES
P O BOX 1167
PETERSBURG
,
VA
238041167
NONE
GENERAL SUPPORT
5,700
CELEBRATE RVA
406 EAST MAIN ST
RICHMOND
,
VA
23219
NONE
PROGRAM SUPPORT
5,000
CENTRAL BAPTIST CHURCH
POBOX 159
CHURCH ROAD
,
VA
23833
NONE
FRIENDS OF BARNABUS BUS CAMPAIGN
4,009
CENTRAL VA ALLIANCE FOR COMLIVING
POBOX 1390
LYNCHBURG
,
VA
24505
NONE
TAKE CHARGE OF YOUR HEALTH PROGRAM
5,000
CHESTERFIELD CASAINC
9457 AMBERDALE DR
RICHMOND
,
VA
23236
NONE
PROGRAM SERVICES
5,000
CHILDREN FIRSTCIS OF BUNCOMBE COUNTY
50SFRENCH BROAD AVE STE 246
ASHEVILLE
,
NC
28801
NONE
AFTER SCHOOL SUPPORT
5,000
CHOWAN UNIVERSITY
ONE UNIVERSITY PLACE
MURFREESBORO
,
NC
27855
NONE
SHAREE C.ATKINSON SCHOLARSHIP FUND
5,000
CIRCLE CENTER ADULT DAY SERVICES
4900 WEST MARSHALLST
RICHMOND
,
VA
23230
NONE
NEEDS BASED SCHOLARSHIPS
5,000
CRATER COMMUNITY HOSPICEINC
3916SCRATER RD
PETERSBURG
,
VA
23805
NONE
TOSUP.COM. OUTREACH & EDUCATION ABOUT HOSPICE
5,000
CROSS OVER HEALTHCARE MINISTRY
8600 QUIOCCASIN RD STE 101
RICHMOND
,
VA
23229
NONE
NURSE PRACTITIONER PROJECT
10,000
DENTAL FOUNDATION OF NORTH CAROLINA
1090 FIRST DENTAL BLDG CB 7450
CHAPEL HILL
,
NC
275667450
NONE
MEMORIAM
1,000
DEPAUL COMMUNITY RESOURCES
5650 HOLLINS RD
ROANOKE
,
VA
24019
NONE
3RD PMT.ON $100,000. PLEDGE
20,000
DINWIDDIE CHRISTMAS SHARING FOUND
PO BOX 462
DINWIDDIE
,
VA
23841
NONE
CHRISTMAS 2019
2,500
DINWIDDIE COUNTY TREASURER
P O BOX1 78
DINWIDDIE
,
VA
23841
NONE
CONEX BOX FOR DIN.CO. ANIMAL CONTROL
2,500
DINWIDDIE FIRE & EMS
13850 COURTHOUSE RD
DINWIDDIE
,
VA
23841
NONE
DINWIDDIE COUNTY FAIR
3,500
DOWN SYNDROME ASSOCIATION
1504 SANTA ROSA RD STE 124
RICHMOND
,
VA
23229
NONE
DSACRS 1ST CALL PROGRAM
2,500
EASTER SEALS
201 EMAIN ST
SALEM
,
VA
24153
NONE
TUITION
5,000
ELIJAH HOUSE ACADEMY
6627-B JAHNKE RD
RICHMOND
,
VA
23229
NONE
SCHOLARSHIP FUND
5,000
ELK HILL
POBOX 99
GOOCHLAND
,
VA
23063
NONE
FINAL PMT.ON $100,000. PLEDGE
25,000
EMERGENCY SHELTER
POBOX 5222
RICHMOND
,
VA
23220
NONE
PROGRAM SUPPORT
5,000
FIRST BAPTIST CHURCH-PETERSBURG
235WWASHINGTON STDAVISST
PETERSBURG
,
VA
23804
NONE
MASTER IMPROVEMENT PLAN
5,000
FIRST BAPTIST CHURCH
23 STARLING AVE
MARTINSVILLE
,
VA
241122921
NONE
FRIENDS OF BARNABUS
55
FORD VOLUNTEER FIRE DEPARTMENT
POBOX 186
CHURCH ROAD
,
VA
23833
NONE
GENERAL SUPPORT
5,000
FRIENDS OF THE HISTORIC FARMERS BANK
POBOX 3751
PETERSBURG
,
VA
23805
NONE
2ND FLOOR WINDOW
5,000
GATEWAY HOMESINC
4901L IBBIE MILL EAST BLVDSTE210
RICHMOND
,
VA
23230
NONE
TO HELP INDIVIDUALS
5,000
GRACE MINISTRIES USA
215 TIMBERLANDS DR
LOUISBURG
,
NC
275499723
NONE
MISSIONS WORK IN NAC
5,000
HANOVER TAVERN
13181 HANOVER COURTHOUSE RD
HANOVER
,
VA
23069
NONE
2019-2020
5,000
HENRICO EDUCATION FOUNDATION
POBOX3 1413
HENRICO
,
VA
23229
NONE
COMMUNITY LEARNING
5,000
HERITAGE HIGH SCHOOL BAND BOOSTERS
1150 FORESTVILLE RD
WAKE FOREST
,
NC
27587
NONE
TRAILER
9,500
HOUSE OF MERCYINC
P O BOX 808
BELMONT
,
NC
28012
NONE
OPERATION EXPENSES
1,000
JACOBS LADDER
POBOX 555
URBANNA
,
VA
23175
NONE
2019 SUMMERCAMP AND ADVOCACY PROGRAM
4,225
JOHN TYLER COMMUNITY COLLEGE FOUND
800 CHARTER COLONY PARKWAY
MIDLOTHIAN
,
VA
23114
NONE
1ST PMT.ON$50,000.
25,000
JOHN TYLER COMMUNITY COLLEGE FOUND
800 CHARTER COLONY PARKWAY
MIDLOTHIAN
,
VA
23114
NONE
FINAL PMT.ON
25,000
JOURNEY OF HOPE 4 AUTISM
14225 RIVER RD
CHESTERFIELD
,
VA
23838
NONE
PROGRAM SUPPORT
3,000
JUST NEIGHBORS
7630 LITTLE RIVERT URNPIKE STE 900
ANNANDALE
,
VA
22003
NONE
GENERAL SUPPORT
5,000
KING UNIVERSITY
1350 KING COLLEGE RD
BRISTOL
,
TN
376202699
NONE
SCHOLARSHIPS
5,000
LEWIS GINTER BOTANICAL GARDEN
1800 LAKESIDE AVE
RICHMOND
,
VA
23228
NONE
CHILDRENS
2,500
LIBERATION VETERAN SERVICES
1201 HULL ST
RICHMOND
,
VA
23224
NONE
TO HELP HOMELESS
10,000
LUCY CORR FOUNDATIONINC
6800 LUCY CORR BOULEVARD
CHESTERFIELD
,
VA
23832
NONE
DENTAL CLINIC
5,000
MARMORA BAPTIST CHURCH
2901 EXETER MILL ROAD
CHURCH ROAD
,
VA
23833
NONE
GENERAL SUPPORT
5,000
MAYMONT FOUNDATION
1700 HAMPTON ST
RICHMOND
,
VA
23220
NONE
ENVIRONMENTAL
5,000
MERCY MEDICAL ANGELS
4620 HAYGOOD RD STE 1
VIRGINIA BEACH
,
VA
23455
NONE
TRANSPORTING VETERAN
5,000
MILDRED & NORMAN WIGGINS
POBOX 116
BUIES CREEK
,
NC
27506
NONE
MEMORIAM
5,000
MIRIAMS HOUSE
409 MAGNOLIA ST
LYNCHBURG
,
VA
24503
NONE
SUP.FOR HOMELESS
2,500
NATIONAL CHILD SAFETY COUNCIL
POBOX 120
DINWIDDIE
,
VA
23841
NONE
SAFETY & DRUG
2,500
NATIONAL D-DAY MEMORIAL FOUNDATION
POBOX 77
BEDFORD
,
VA
24523
NONE
HONOR,LEARN,SERVE
25,000
NC AGRICULTURAL FOUNDATIONINC
BOX 7645 NCSU
RALEIGH
,
NC
276900739
NONE
6TH PMT.TOWARDS
50,000
NORTH CAROLINA SYMPHONY
POBOX 309
SUTHERLAND
,
VA
23885
NONE
EDUCATIONAL CONCERT
5,000
OCRAN UNITED METHODIST CHURCH
POBOX 309
SUTHERLAND
,
VA
23885
NONE
FRIENDS OF BARNABUS
16,288
PATRICK HENRY FAMILY SERVICES
1621 ENTERPRISE DR
LYNCHBURG
,
VA
24502
NONE
MATCHING GIFT
5,000
PETER PAUL DEVELOPMENTCENTER
1708 NORTH 22ND STREET
RICHMOND
,
VA
23223
NONE
YOUTH PROGRAM
5,000
PHOENIX HOUSE MID-ATLANTIC
200NGLEBE RD
ARLINGTON
,
VA
22203
NONE
YOUNG ADULT
5,000
PINE RIDGE ASSOCINCNEW VISTA SCHO
520 ELDON ST
LYNCHBURG
,
VA
24501
NONE
CAPITAL CAMPAIGN
5,000
PREGNANCY SUPCTROF THE TRI-CITIES
700SSYCAMORE ST STE 12
PETERSBURG
,
VA
23803
NONE
COUNSELING & TRAINING
5,000
PRESERVATION NC
POBOX2 7644
RALEIGH
,
NC
276117644
NONE
FAISON-WILLIAMS HOUS
5,000
PRESERVATION VIRGINIA
204WFRANKLIN ST
RICHMOND
,
VA
232205012
NONE
SUP.OF ADVOCACY
5,000
PRINCE GEORGE DEPTOF SOCIAL SERVICE
POBOX 6809
PRINCE GEORGE
,
VA
23875
NONE
BACK TO SCHOOL FAIR
1,000
RAMPS
1114 WESTBRIAR DR STE D
RICHMOND
,
VA
23238
NONE
GENERAL SUPPORT
3,000
RICHMOND BAPTIST ASSOCIATIONINC
3111 MOSS SIDE AVE
RICHMOND
,
VA
23222
NONE
CAMP ALKULANA
5,000
RISE AGAINST HUNGER RALEIGH
3200 WELLINGTON CT ST 112
RALEIGH
,
NC
27615
NONE
RISE AGAINST HUNGER
9,232
RIVERSIDE SCHOOL
2110 MCRAE ROAD
NORTH CHESTERFIELD
,
VA
23235
NONE
LANGUAGE
5,000
ROCKY RUN ATHLETIC ASSOCIATIONINC
16207 NAMOZINE RD
SUTHERLAND
,
VA
23885
NONE
TO HELP WITH TRAVEL
1,000
STELPIS GREEK ORTHODOX CHURCH
107 MEMORIAL AVE
HOPEWELL
,
VA
23860
NONE
GENERAL SUPPORT
5,000
STJOHNS CHURCH FOUNDATION
2319 EBROAD ST
RICHMOND
,
VA
23223
NONE
PROJECT RED COAL
5,000
STJOHNS EPISCOPAL CHURCH
834 DURHAM RD
WAKE FOREST
,
NC
27587
NONE
RISE AGAINST HUNGER
500
STJOSEPHS VILLA
8000 BROOK RD
RICHMOND
,
VA
23227
NONE
1ST & 2NDPMT.ON TRANSFORMATIONAL PROJECT
40,000
STJUDE CHILDRENS RESEARCH HOSPITAL
501 STJUDE PLACE
MEMPHIS
,
TN
381059959
NONE
3RD PMT.ON
20,000
SAINT FRANCIS HOME
65 WCLOPTON ST
RICHMOND
,
VA
232253652
NONE
HOME MISSIONS
5,000
SERENITY
POBOX 131
PETERSBURG
,
VA
23804
NONE
PROGRAM SUPPORT
5,000
SHARON UNITED METHODIST CHURCH
21290 COMANS WELL RD
YALE
,
VA
23897
NONE
FRIENDS OF BARNABUS
1,409
SOCIETY OF STANDREW
3383 SWEET HOLLOW RD
BIG ISLAND
,
VA
24526
NONE
GLEANING PROGRAMS IN VIRGINIA
5,000
SPECIAL OLYMPICS OF NORTH CAROLINA
2200 GATEWAY CENTRE BLVD STE 201
MORRISVILLE
,
NC
27560
NONE
PROGRAM SUPPORT
5,000
SPECIAL OLYMPICS VIRGINIA
3212 SKIPWITH RD STE 100
RICHMOND
,
VA
23294
NONE
27 SCHOLARSHIPS
4,995
SPORTABLE RAS & RECREATIONINC
1365 OVERBROOK RDSTE 2
RICHMNOD
,
VA
23220
NONE
CYCLING PROGRAM
5,000
SWANSONVILLE UNITED METHODIST CHURCH
16492 FRANKLIN TURNPIKE
DRY FORK
,
VA
24549
NONE
FRIENDS OF BARNABUS
4,117
TADS KIDS
POBOX 18536
RICHMOND
,
VA
23226
NONE
DONATION AUTHORIZED BY JIM BABER
525
THE CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE NE
WASHINGTON
,
DC
20064
NONE
EDWARD & JESSIE PRZYBYL
5,000
THE DOORWAYS
612 EMARSHALL ST
RICHMOND
,
VA
23219
NONE
DIRECT SERVICES
5,000
THE EPISCOPAL DIOCESE OF VIRGINIA
110 WEST FRANKLIN ST
RICHMOND
,
VA
23220
NONE
SHRINE MONT SUMMER
5,000
THE FRIENDS OF BARNABAS FOUNDATION
POBOX 4804
MIDLOTHIAN
,
VA
23112
NONE
MATCHING GIFT TO PURCHASE BUS
1,371
THE JAMES HOUSE
6610 COMMONS DR STE C
PRINCE GEORGE
,
VA
23875
NONE
SURVIVORS OF ABUSE
5,000
THE VIRGINIA HOME
1101 HAMPTON ST
RICHMOND
,
VA
23220
NONE
COMMUNITY INTEGRATIONS PROGRAM
5,000
TRIANGLE VOLUNTEER FIRE DEPARTMENT
1051 MORTONS FERRY RD
NATHALIE
,
VA
24577
NONE
OPTION#3 AMBULANCE PURCHASE
5,000
UNION BAPTIST CHURCH
3701 NAMOZINE RD
CHURCHROAD
,
VA
23833
NONE
MEMBERSHIP ASSISTANCE
1,000
UNIVERSITY OF THE CUMBERLANDS
6191 COLLEGE STATION DR
WILLIAMSBURG
,
KY
40769
NONE
WORKSHIP PROGRAM
5,000
UNIVERSITY OF LYNCHBURG
1501 LAKESIDE DR
LYNCHBURG
,
VA
245013113
NONE
TECHNOLOGY EQUIP
24,000
UNIVERSITY OF RICHMOND
110 UNIVERSITY OF RICHMOND DR
RICHMOND
,
VA
23173
NONE
TITMUS SCHOLARSHIP
5,000
VCU-MASSEY CANCER CENTER
POBOX 843042
RICHMOND
,
VA
232860441
NONE
E.HUTSON TITMUS
30,000
VA TECH UNIVERSITY ENDOWMENT
POBOX 399
DINWIDDIE
,
VA
23841
NONE
ALVIN BLAHA ENDOWMENT
21,349
VILLAGE CHURCH ROLESVILLE
410 SOUTHTOWN CIRCLE
ROLESVILLE
,
NC
27571
NONE
RISE AGAINST HUNGER
2,593
VILLAGE CHURCH ROLESVILLE
410 SOUTHTOWN CIRCLE
ROLESVILLE
,
NC
27571
NONE
UPGRADE WORSHIP SPACE
10,000
VIRGINIA BAPTIST HOMES FOUNDATION
3961 STILLMAN PARKWAY
GLEN ALLEN
,
VA
23060
NONE
BENEVOLENT NEEDS
5,000
VIRGINIA CAPITAL FOUNDATION
POBOX 396
RICHMOND
,
VA
23218
NONE
GENERAL SUPPORT
5,000
VIRGINIA COOPERATIVE EXTENSION
P O BOX 399
DINWIDDIE
,
VA
23841
NONE
3RD PMT.TOWARDS ALVIN BLAHA MEM FD
25,000
VIRGINIA HEALTH CARE FOUNDATION
707 EAST MAIN ST STE 1350
RICHMOND
,
VA
23219
NONE
UPGRADES TO TPC
5,000
VIRGINIA STATE UNIVERSITY
PO BOX 9027
PETERSBURG
,
VA
23806
NONE
TITMUS FOUND ENDOWED SCHOLARSHIP
5,000
WAKE FOREST BAPTIST CHURCH
107 EAST SOUTH AVE
WAKE FOREST
,
NC
27587
NONE
RISE AGAINST HUNGER
6,556
WAKE FOREST CHRISTIAN CHURCH
701SMAIN ST
WAKE FOREST
,
NC
27588
NONE
RISE AGAINST HUNGER
295
WAKE FOREST KIWANIS FOUNDATION
POBOX 927
WAKE FOREST
,
NC
27588
NONE
MATCHING FUNDS FOR
1,750
WAKE FOREST ROTARY FOUNDATIONINC
PO BOX 1126
WAKE FOREST
,
NC
27587
NONE
RISE AGAINST HUNGER
750
WAKE FOREST UNITED METHODIST CHURCH
905 SMAINST
WAKE FOREST
,
NC
275879277
NONE
RISE AGAINST HUNGER
3,795
WAKE FOREST WOMANS CLUB
POBOX 1614
WAKE FOREST
,
NC
275881614
NONE
RISE AGAINST HUNGER
220
WAKE FOREST PRESBYTERIAN CHURCH
12605 CAPITAL BLVD
WAKE FOREST
,
NC
27587
NONE
RISEAGAINSTHUNGER
2,000
WARWICK MEMORIAL UMC
38 HOPES RD
NEWPORT NEWS
,
VA
23602
NONE
MATCHINGGIFT-BUS K-ACCOUNT
21,750
WELLSPRINGCHURCH
1150 FORESTVILLE RD
WAKE FOREST
,
NC
27587
NONE
RISEAGAINSTHUNGER
4,950
WESLEY UNITED METHODIST CHURCH
2901 NORFOLK ST
HOPEWELL
,
VA
23860
NONE
YOUTHPROGRAM
5,000
WEST END BAPTIST CHURCH
6506 BOYDTON PLANK ROAD
PETERSBURG
,
VA
23803
NONE
GENERAL SUPPORT
5,000
WILLIAMSBURG AREA MEALS ON WHEELS
POBOX 709
WILLIAMSBURG
,
VA
23187
NONE
PROGRAM SUPPORT
2,500
WILMINGTON CARE NET COUNSELING CENTER
610SCOLLEGE RD
WILMINGTON
,
NC
28403
NONE
COUNSELING FOR CLIENT AID PROGRAM
2,500
YMCA OF GREATER RICHMOND
2 WEST FRANKLIN ST
RICHMOND
,
VA
23220
NONE
TO TEACH THE BASICS OF WATER SAFETY
15,000
YOUTH OUTREACH URBAN RES&SER
POBOX 2536
NORFOLK
,
VA
23501
NONE
ASSISTANCE WITH RENOVATION PROJECT
5,000
PLAINS ALL AMERICAN PIPELINE LP
333 CLAY STREET SUITE 1600
HOUSTON
,
TX
77002
NONE
CONTRIBUTION REPORTED ON 2019 FORM K-1CONTRIBUTION REPORTED ON 2019 FORM K-1
15
NUSTAR ENERGY LP
P O BOX 781609
SAN ANTONIO
,
TX
78278
NONE
CONTRIBUTION REPORTED ON 2019 FORM K-1
35
Total
.................................
3a
1,083,528
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
80,611
4
Dividends and interest from securities
....
14
770,619
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
4,600
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
2,427
8
Gain or (loss) from sales of assets other than
inventory
............
18
53,537
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)
..
0
911,794
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
911,794
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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) (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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description